Limits of Authority and Board Approval Controls
Most governance failures that reach the news are not complicated. A payment is made that nobody with the authority to approve it approved, or a board approval is obtained after the money has already gone. A limits of authority framework, sometimes called a delegation of authority, is the control that is meant to stop that: it sets out who may approve which decisions, up to what value, with what supporting papers, and which matters only the board can decide. In statutory bodies the stakes are personal. Under the Statutory Bodies (Discipline and Surcharge) Act 2000, an employee can be surcharged for an improper payment or for any payment of moneys not duly approved, after being given a chance to show cause.
This one-day course is for finance, procurement, treasury, company secretarial, internal audit and management teams in companies, GLCs, statutory bodies and universities. It covers how to design a limits of authority matrix that people can actually follow, the controls that make it bite at the point of payment, the ways it is commonly bypassed, and the records that prove each decision was properly authorised. Public entities should also see Governance of Statutory Bodies, GLCs and Their Subsidiaries.
HRD Corp SBL-Khas Claimable
Programme Agenda
9:00 AM - 9:15 AM
Welcome and Programme Overview
Introduction to the session, objectives, and housekeeping.
9:15 AM - 10:15 AM
Why Limits of Authority Fail
Common failures behind recent audit and investigation findings: payments without approval, retrospective approvals, approvals by the wrong body, and delegations that nobody can find. What each costs the organisation and the individuals involved.
10:15 AM - 10:30 AM
Break
10:30 AM - 11:30 AM
Designing the Matrix
Decision categories, value thresholds, the board's reserved matters, sub-delegation, joint approvals, conflicts of interest, and the approvals that sit outside the organisation, such as a minister or a parent company.
11:30 AM - 12:30 PM
Making It Bite at the Point of Payment
Linking the matrix to procurement, contracts and the payment system, maker and checker controls, supporting documentation, and blocking payments that lack the required approval.
12:30 PM - 1:30 PM
Lunch
1:30 PM - 2:20 PM
How Controls Get Bypassed
Splitting payments to stay under a threshold, variation orders, advances and prepayments, urgent payments, related-party arrangements, and approvals by email outside the system. Detecting each through data analytics.
2:20 PM - 3:15 PM
Evidence and Accountability
Board minutes and resolutions, approval records, reporting approvals after the event, personal liability including surcharge for statutory body employees, and what an auditor or investigator will ask for.
3:15 PM - 3:30 PM
Break
3:30 PM - 4:45 PM
Workshop: Rebuild a Limits of Authority Matrix
Teams review a flawed matrix and a set of payments, identify the unauthorised ones, and redesign the matrix and the payment controls.
4:45 PM - 5:00 PM
Wrap-Up and Q&A
Key takeaways, next steps, and close.
Key Outcomes
- Explain why limits of authority fail and what those failures cost
- Design a limits of authority matrix with clear reserved matters
- Connect approvals to procurement, contracts and payment controls
- Detect split payments, retrospective approvals and other bypasses
- Keep evidence that proves each decision was properly authorised
- Explain personal accountability for unapproved payments, including surcharge
Training Mode Physical / Online / Hybrid / e-learning
HRD Corp SBL-Khas Claimable
Level Foundation. For finance, procurement, treasury, company secretarial, internal audit and management teams in companies, GLCs, statutory bodies and universities.
Duration 1 Day (8 Hours) | 9:00 AM to 5:00 PM
Venue In-house at the client's premises, or delivered via the client's preferred platform (Microsoft Teams, Zoom, or equivalent)
Assessment A redesigned limits of authority matrix and payment review completed in the workshop, plus a written knowledge check
Certificate Certificate of Completion issued to all participants upon full attendance