Pegasus Facility & Utilities Management Business Rules
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titleIncome Protection
CertificationCertification RequirementsUpload RequirementsExamples AnchorInsuranceIncomeProtectionInsuranceIncomeProtectionInsurance.Income Protection.Personnel Income Protection

  • Name listed on the policy must match the name registered in the system. If it doesn’t match,
    government certified evidence must be provided to link the ABN or business names together. This is ideally a letter or download from ABR showing the linkage or a Trust Deed.

  • Slight business name variations can be accepted when the ABN matches and the name difference is only slight (eg. Pegasus Aust and Pegasus Australia)

  • There is no minimum amount for Income Protection and the amount does not need to be recorded

  • Must be current

  • Must specify the state in which the certification has been uploaded for

  • Must specify Income Protection or Accident and Sickness

  • Issue Date = Start of coverage date listed on policy

  • Expiry Date = Coverage end date listed on policy (If the policy is paid on a monthly basis the expiry will be set when the next payment is due)

  • Insurer = Insurer will be listed in policy content

  • Policy Number = as specified on the policy

  • Item = Income Protection or Accident and Sickness as specified on the policy

  • Amount Description = not required

  • Amount = not required

  

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titleMotor Vehicle


CertificationCertification RequirementsUpload RequirementsExamples

Anchor
InsuranceMotorVehicleMotorVehicleInsurance
InsuranceMotorVehicleMotorVehicleInsurance
Insurance.Motor Vehicle.Motor Vehicle Insurance

  • Certificate of
Currency for
  • Insurance / Confirmation of Insurance / Certificate of Currency / Confirmation of Placement for Motor Vehicle Insurance showing:
  • Name of insurer
  • Policy Number
  • Expiry date
  • Must show vehicle insured
    • Company name and ABN must match the details registered*. If it doesn’t match, government certified evidence must be provided to link the ABN or business names together. This is ideally a letter or a download from ABR showing the linkage or a Trust Deed.
    • Slight business name variations can be accepted when the ABN matches and the name difference is only slight (eg. Pegasus Aust and Pegasus Australia)
    • Must be minimum 20 million (AUD) coverage (“Limit of Liability”; and “Limit of Indemnity”) for 3rd Party Liability / Legal Liability / 3rd Party Property / Road Risk Liability
      *Sole Traders may be subject to exceptions
    Accepted Types

    CTP

    • Comprehensive
    • Motor Fleet
    • Third Party Property
    • Commercial Motor
    • Road Risk
    • Road Risk Liability
    • Yellow Cover – Road Risk Liability to 3rd parties
    • Must show vehicle/s insured or a reference to coverage for all vehicles similar to the examples shown below:

      Image AddedImage Added

     

    • Issue Date = Start of coverage date listed on policy
    • Expiry Date = Coverage end date listed on policy (If the policy is paid on a monthly basis the expiry will be set when the next payment is due)
    • Insurer = Insurer will be listed in policy content
    • Policy Number = as specified on the policy
    • Item = As specified on policy <accepted type> Motor Vehicle Insurance
    • Amount Description = As specified on policy <3rd Party Liability / Legal Liability / 3rd Party
    Property>
    • Property/ Road Risk Liability >
    • Amount = as per policy(“Limit of Liability”; and “Limit of Indemnity”) (minimum of 20 million AUD)
     
    • UNLESS the policy is for comprehensive, in which case the amount can be 0
    Image Added



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    titlePlant Liability


    CertificationCertification RequirementsUpload RequirementsExamples
    Anchor
    InsurancePropertyPlantLiabilityInsurance
    InsurancePropertyPlantLiabilityInsurance
    Insurance.Property.Plant Liability Insurance
    Certificate of Currency for
    • “Certificate of Insurance” or Confirmation of Insurance” or “Certificate of Currency” for Plant & Equipment or Motor Vehicle Insurance showing:
    • Name of insurer
    • Policy Number
    • Expiry date
  • Plant/Equipment Insured
    • Company name and ABN must match the details registered. If it doesn’t match, government certified evidence must be provided to link the ABN or business names together. This is ideally a letter or a download from ABR showing the linkage or a Trust Deed.
    • Slight business name variations can be accepted when the ABN matches and the name difference is only slight (eg. Pegasus Aust and Pegasus Australia)
    • Must
    display Mobile Plant and Equipment as the typeMust
    • also include a schedule of items covered and how much they are insured for (usually in table format)
    Accepted Types
    • Mobile Plant and Equipment
    • Vehicle
    • Yellow Cover – Road Risk Liability to 3rd parties
    • CTP
    • Comprehensive
    • Motor Fleet
    • Third Party Property
    • Commercial Motor

    • Road Risk

    • Road Risk Liability

    • Plant & Equipment – Industrial Special Plant with Road Risk Liability

       *Requirement is - that your have 3rd party property for your mobile plant that you drive on roads




    • Must show plant / equipment or vehicle/s insured or a reference to coverage for all vehicles similar to the examples shown below:


    Image AddedImage Added

    • Issue Date = Start of coverage date listed on policy
    • Expiry Date = Coverage end date listed on policy (If the policy is paid on a monthly basis the expiry will be set when the next payment is due)
    • Insurer = Insurer will be listed in policy content
    • Policy Number = as specified on the policy
    • Item = As specified on policy <accepted type> Motor Vehicle Insurance
    • Amount Description = As specified on policy <3rd Party Liability / Legal Liability / 3rd Party Property>
    • Amount = as per policy (“Limit of Liability”; and “Limit of Indemnity”) (minimum of 20 million AUD)
     

    Image Added

    Image Added



    Expand
    titleProfessional Indemnity


    CertificationCertification RequirementsUpload RequirementsExamples
    Anchor
    InsuranceProfessionalIndemnityProfessionalIndemnityInsurance
    InsuranceProfessionalIndemnityProfessionalIndemnityInsurance
    Insurance.Professional Indemnity.Professional Indemnity Insurance
    • Minimum amount for Professional Indemnity = $1 million - this may differ for different pieces of work.
    • Business Name and ABN needs to match. If it doesn't match, government certified evidence must be provided to link the ABN or business names together. This is ideally a letter or download from ABR showing the linkage or a Trust Deed.
    • Slight business name variations can be accepted when the ABN matches and the name difference is only slight (eg. Pegasus Aust and Pegasus Australia)
    • Must be current
    • If the policy does not list Professional Indemnity / Liability or Errors and Omissions a Product Disclosure Statement (PDS) is required before escalation.
    • If PDS states Professional Indemnity or Errors and Omissions coverage – the insurance and PDS needs to be uploaded together for approval
    • If the PDS does not specify Professional Indemnity or Errors and Omissions it will be escalated
    • Accepted Types: Professional Indemnity,Errors or Omissions, Civil Liability, Builder Liability 
    • Issue Date = Start of coverage date listed on policy
    • Expiry Date = Coverage end date listed on policy (If the policy is paid on a monthly basis the expiry will be set when the next payment is due)
    • Insurer = Insurer will be listed in policy content
    • Policy Number = as specified on the policy
    • Item = Professional Indemnity
    • Amount Description = Same as item
    • Amount = as specific on policy (must be minimum of 1 million AUD or equivalent)
     



    Expand
    titlePublic Liability


    CertificationCertification RequirementsUpload RequirementsExamples
    Anchor
    InsuranceLiabilityPublicandorProductLiabilityInsurance
    InsuranceLiabilityPublicandorProductLiabilityInsurance
    Insurance.Liability.Public and/or Product Liability Insurance - $5M
    • Minimum amount of 5 million dollars Australian for any one occurrence - this may may differ for different pieces of work .
    • Business Name and ABN needs to match. If it doesn’t match, government certified evidence must be provided to link the ABN or business names together. This is ideally a letter or download from ABR showing the linkage or a Trust Deed.
    • Slight business name variations can be accepted when the ABN matches and the name difference is only slight (eg. Pegasus Aust and Pegasus Australia)
    • Issue and Expiration dates to be recorded
    • Must be current

    Accepted TypesNot Accepted Types

    Public Liability

    Yellow Cover with Liability

    Public & Products Liability

    Broadform Liability

    General Liability

    Business Liability

    Legal Liability

    Umbrella Liability

    Commercial Liability

    Third Party Liability

    Trade Insurance

    IT Liability

    Product only Liability

    Public Liability < $5M

    A policy where the minimum insured amount is split amongst the different types of cover:

    e.g. Products Liability $2,500,000 and Public Liability $2,500,000 = $5,000,000.


    • Issue Date = Start of coverage date listed on policy
    • Expiry Date = Coverage end date listed on policy (If the policy is paid on a monthly basis the expiry will be set when the next payment is due)
    • Insurer = Insurer will be listed in policy content
    • Policy Number = as specified on the policy
    • Item = Type of of coverage / policy (i.e. Public & Products Liability, Public Liability, Broadform Liability, General & Public Liability
    • Amount Description = Same as item
    • Amount = as specific on policy (must be minimum of 5 million AUD or equivalent)
     

    Anchor
    InsuranceLiabilityPublicandorProductLiabilityInsurance_second
    InsuranceLiabilityPublicandorProductLiabilityInsurance_second
    Insurance.Liability.Public and/or Product Liability Insurance - $20M
    • Minimum amount of 20 million dollars Australian for any one occurrence - this may may differ for different pieces of work .
    • Business Name and ABN needs to match. If it doesn’t match, government certified evidence must be provided to link the ABN or business names together. This is ideally a letter or download from ABR showing the linkage or a Trust Deed.
    • Slight business name variations can be accepted when the ABN matches and the name difference is only slight (eg. Pegasus Aust and Pegasus Australia)
    • Issue and Expiration dates to be recorded

    • Must be current

      Accepted TypesNot Accepted Types

      Public Liability

      Public & Products Liability

      Broadform Liability

      General Liability

      Business Liability

      Legal Liability

      Umbrella Liability

      Commercial Liability

      Third Party Liability

      IT Liability

      Product only Liability

      Public Liability < $20M

      A policy where the minimum insured amount is split amongst the different types of cover:

      e.g. Products Liability $10,000,000 and Public Liability $10,000,000 = $20,000,000.


    		 
    • Issue Date = Start of coverage date listed on policy
    • Expiry Date = Coverage end date listed on policy (If the policy is paid on a monthly basis the expiry will be set when the next payment is due)
    • Insurer = Insurer will be listed in policy content
    • Policy Number = as specified on the policy
    • Item = Type of of coverage / policy (i.e. Public & Products Liability, Public Liability, Broadform Liability, General & Public Liability
    • Amount Description = Same as item
    • Amount = as specific on policy (must be minimum of 20 million AUD or equivalent)
     



     
    Expand
    titleWorkers Compensation

    Anchor
    InsuranceWorkersCompensationWorkersCompensation
    InsuranceWorkersCompensationWorkersCompensation

    Expand
    titleVIC


    Anchor
    vic
    vic
    Certification
    		Certification RequirementsUpload RequirementsExamples
    VIC Workers Compensation

    • Ensure the company / employer name shown on the workers compensation document matches the ‘Company’ field data within Onsite

    • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

    • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

    • Ttee (means trust) this is acceptable as long as the rest of the name matches

    • If document is address to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

    • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

    • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

    • Ensure there is a ‘Worksafe Victoria’ logo or ‘Authorised Agent of the Victorian WorkCover Authority’ displayed on the document.
      Image Added

    OR

    Image Added

    • Verified doc must be Workers Compensation for VIC

    • Start Date = Enter the date of registration / commencement shown on the document as the ‘Start Date’ within Onsite.

    • End Date = Calculate 2 months in addition to the end date displayed on the Workers Compensation Policy as the 'End Date' in Onsite

      Eg. If the Workers Compensation Policy displays and expiry date of 30 June 2018 the End Date in Onsite should be recorded as 30 August 2018.


    Note: Normally the ‘start date’ and ‘end date’ can be recorded as the certificate validity from and to dates as shown below:

    Image Added

    • Ensure the insurer listed on the workers compensation document is listed in the ‘Insurer’ field within Onsite. Usually this can be found on the letterhead or in the footer eg. GIO, Allianz, CGU

    • Enter the employer number / policy number shown in the document in the ‘Policy Number’ field within Onsite.

    • Enter VIC Workers Compensation in the ‘Item’ field within Onsite



    Expand
    titleACT


    CertificationCertification RequirementsUpload RequirementsExamples
    ACT Workers Compensation

    • Ensure the company / employer name shown on the workers compensation document matches the ‘Company’ field data within Onsite

    • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

    • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

    • Ttee (means trust) this is acceptable as long as the rest of the name matches

    • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

    • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return
      Ensure the coverage references ‘ACT’ or ‘Australian Capital Territory’ as shown in the below examples
      Image Added
      OR
      Image Added
      OR
      Image Added
        

    • Verified doc must be Workers Compensation for ACT

     

    • Start Date = Enter the date of registration / commencement shown on the document as the ‘Start Date’ within Onsite.

    • End Date = Calculate 2 months in addition to the end date displayed on the Workers Compensation Policy as the 'End Date' in Onsite

      Eg. If the Workers Compensation Policy displays and expiry date of 30 June 2018 the End Date in Onsite should be recorded as 30 August 2018.

     

    • Ensure the insurer listed on the workers compensation document is listed in the ‘Insurer’ field within Onsite. Usually this can be foundon the letterhead or in the footer eg. GIO, Allianz, CGU

    • Enter the employer number / policy number shown in the document in the ‘Policy Number’ field within Onsite.

    • Enter ACT Workers Compensation in the ‘Item’ field within Onsite




    Expand
    titleNSW


    CertificationCertification RequirementsUpload RequirementsExamples
    NSW Workers Compensation

      • Ensure the company / employer name shown on the workers compensation document matches the ‘Company’ field data within Onsite

    • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

    • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

    • Ttee (means trust) this is acceptable as long as the rest of the name matches

    • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

    • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

    • Ensure there is a ‘NSW Scheme Logo’ displayed on the document.

    Image Added


    OR

    Image Added

    OR

    Image Added

     

    OR

    • Verified doc must be Workers Compensation for NSW

    Image Added

    • Start Date = Enter the date of registration / commencement shown on the document as the ‘Start Date’ within Onsite.

    • End Date = Calculate 2 months in addition to the end date displayed on the Workers Compensation Policy as the 'End Date' in Onsite

      Eg. If the Workers Compensation Policy displays and expiry date of 30 June 2018 the End Date in Onsite should be recorded as 30 August 2018.

    • Ensure the insurer listed on the workers compensation document is listed in the ‘Insurer’ field within Onsite. Usually this can be found on the letterhead or in the footer eg. GIO, Allianz, CGU

    • Enter the policy number shown in the document in the ‘Policy Number’ field within Onsite.

    • Enter NSW Workers Compensation in the ‘Item’ field within Onsite




    Expand
    titleNT


    CertificationCertification RequirementsUpload RequirementsExamples
    NT Workers Compensation

    • Ensure the company / employer name shown on the workers compensation document matches the ‘Company’ field data within Onsite

    • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

    • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

    • Ttee (means trust) this is acceptable as long as the rest of the name matches

    • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

    • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

    • Ensure the coverage references ‘NT’ or ‘Northern Territory’ as shown in the below examples

    Image Added

    OR

    Image Added

    • Verified doc must be Workers Compensation for NT

    • Start Date = Enter the date of registration / commencement shown on the document as the ‘Start Date’ within Onsite.

    • End Date = Calculate 2 months in addition to the end date displayed on the Workers Compensation Policy as the 'End Date' in Onsite

      Eg. If the Workers Compensation Policy displays and expiry date of 30 June 2018 the End Date in Onsite should be recorded as 30 August 2018.

    • Ensure the insurer listed on the workers compensation document is listed in the ‘Insurer’ field within Onsite. Usually this can be found on the letterhead or in the footer eg. GIO, Allianz, CGU

    • Enter the employer number / policy number shown in the document in the ‘Policy Number’ field within includes the Nationally Recognised Training.Onsite.

    • Enter NT Workers Compensation in the ‘Item’ field within Onsite

     




    Expand
    titleQLD


    CertificationCertification RequirementsUpload RequirementsExamples
    QLD Workers Compensation

    • Ensure the company / employer name shown on the workers compensation document matches the ‘Company’ field data within Onsite

    • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

    • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

    • Ttee (means trust) this is acceptable as long as the rest of the name matches

    • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

    • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

    • Ensure there is a ‘WorkCover Queensland Logo’ displayed on the document.

     

    Image Added

    •  Verified doc must be Workers Compensation for QLD

    • Start Date = Enter the date of registration / commencement shown on the document as the ‘Start Date’ within Onsite.

    • End Date = Calculate 2 months in addition to the end date displayed on the Workers Compensation Policy as the 'End Date' in Onsite

      Eg. If the Workers Compensation Policy displays and expiry date of 30 June 2018 the End Date in Onsite should be recorded as 30 August 2018.

    • Enter WorkCover Queensland in the ‘Insurer’ field within Onsite.

    • Enter the policy number shown in the document in the ‘Policy Number’ field within Onsite.

    • Enter QLD Workers Compensation in the ‘Item’ field within Onsite



    Expand
    titleSA


    CertificationCertification RequirementsUpload RequirementsExamples
    SA Workers Compensation

    • Ensure the company / employer name shown on the workers compensation document matches the ‘Company’ field data within Onsite

    • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

    • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

    • Ttee (means trust) this is acceptable as long as the rest of the name matches

    • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

    • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

    • Ensure there is a ‘Government of South Australia’ Logo displayed on the document.
    Workers Compensation - Victoria    		PNBR:Pegasus National Business Rules  

    Image Added

    • Verified doc must be Workers Compensation for SA

    Note for SA Workers Compensation:

    For SA workers compensation document uploads you may note there is no end date recorded on the document. If this is the case, enter the last day of the finanical year as the end date for this cert – The last day of the financial year every year falls on the 30th June.

    E.g: If you receive an SA Workers Compensation document upload that shows ‘This employer is registered from 06/08/2004, the next upcoming ‘last day of the financial year’ is 30/06/2016 which can be entered as the end date despite not being shown on the document.

    • Start Date = Enter the date of registration / commencement shown on the document as the ‘Start Date’ within Onsite.

    • End Date = Calculate 2 months in addition to the end date displayed on the Workers Compensation Policy as the 'End Date' in Onsite

      Eg. If the Workers Compensation Policy displays and expiry date of 30 June 2018 the End Date in Onsite should be recorded as 30 August 2018.


    • Enter Return to Work SA in the ‘Insurer’ field within Onsite.

    • Enter the employer number listed on the workers compensation document is listed in the ‘Policy Number’ field within Onsite

    • Enter SA Workers Compensation in the ‘Item’ field within Onsite






    Expand
    titleTAS


    CertificationCertification RequirementsUpload RequirementsExamples
    TAS Workers Compensation

    • Ensure the company / employer name shown on the workers compensation document matches the ‘Company’ field data within Onsite

    • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

    • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

    • Ttee (means trust) this is acceptable as long as the rest of the name matches

    • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

    • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

    • Ensure the coverage references ‘TAS’ or ‘Tasmania’ as shown in the below examples

    Image Added

    OR

    Image Added

    OR

    Image Added

    • Verified doc must be Workers Compensation for TAS

    • Start Date = Enter the date of registration / commencement shown on the document as the ‘Start Date’ within Onsite.

    • End Date = Calculate 2 months in addition to the end date displayed on the Workers Compensation Policy as the 'End Date' in Onsite

      Eg. If the Workers Compensation Policy displays and expiry date of 30 June 2018 the End Date in Onsite should be recorded as 30 August 2018.


    • Ensure the insurer listed on the workers compensation document is listed in the ‘Insurer’ field within Onsite. Usually this can be foundon the letterhead or in the footer eg. GIO, Allianz, CGU

    • Enter the employer number / policy number shown in the document in the ‘Policy Number’ field within Onsite.

    • Enter TAS Workers Compensation in the ‘Item’ field within Onsite



    Expand
    titleWA


    CertificationCertification RequirementsUpload RequirementsExamples
    WA Workers Compensation

    • Ensure the company / employer name shown on the workers compensation document matches the ‘Company’ field data within Onsite

    • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

    • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

    • Ttee (means trust) this is acceptable as long as the rest of the name matches

    • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

    • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

    • Ensure the coverage references ‘WA’ or ‘Western Australia’ as shown in the below examples
      Image Added 
      OR

    Image Added

        OR

    Image Added

      OR

    Image Added

    • Verified doc must be Workers Compensation for WA

    • Start Date = Enter the date of registration / commencement shown on the document as the ‘Start Date’ within Onsite.

    • End Date = Calculate 2 months in addition to the end date displayed on the Workers Compensation Policy as the 'End Date' in Onsite

      Eg. If the Workers Compensation Policy displays and expiry date of 30 June 2018 the End Date in Onsite should be recorded as 30 August 2018.

    • Ensure the insurer listed on the workers compensation document is listed in the ‘Insurer’ field within Onsite. Usually this can be foundon the letterhead or in the footer eg. GIO, Allianz, CGU

    • Enter the employer number / policy number shown in the document in the ‘Policy Number’ field within Onsite.

    • Enter WA Workers Compensation in the ‘Item’ field within Onsite