| Security Policy | Use |
|---|---|
| GERF API Access | Can approve tasks of category 'GERF Payment' in Recovery Needs & Tasks. This triggers integration of the case details into GERF's grant payment system for processing. |
| Recovery Task Approve GERF Payments | Can approve tasks of category 'GERF Payment' in Recovery Needs & Tasks. This triggers integration of the case details into GERF's grant payment system for processing. |
## Processing Payments for Approved GERF Payment Applications
1. Applications that have been approved by the POs are pooled into the APPROVED FOR PAYMENT status.
2. Periodically, the Payment Coordinators (PC) review these approved applications and prepare applications for payment.
3. The review process involves:
4. review application data and verifying against the GERF assessment criteria
5. checking for duplicates or other anomalies
6. upgrading/downgrading the allocated payment type where needed.
7. Once reviewed and okayed, a payment report is generated and once complete the ABA file downloaded for manual bank upload and processing via the NAB Connect web portal.
8. The generation of this payment report data sets the status toPAYMENT QUEUED and applies a batch number (Payment Ref) to the selected Payment Applications includedin the report.
9. Based on the bank payment results received from NAB Connect, the Payment Ref can be used to search for the applications and either individually edit the applications or use the bulk edit option to flag failed payments to PAYMENT ERROR , and successful ones to PAYMENT COMPLETE.
### **In Practice**
## Creating new Payment Types
The payments available to residents can vary for each event, whether that is the dollar amount and criteria set for the initial payments, or the subsequent allocation of additional funding rounds.
1. The payment amounts and criteria are determined by the GERF team for the specific emergency event.
2. The 'Payment Eligibility Criteria' listed on the GERF website is updated accordingly. This acts as a reference for councils.
3. Payment Types are set up in Crisisworks under the new event that has been created for the emergency event.
4. Payment Types GERF sync to the participating Councils every hour so they are available for selection when creating a GERF-Payment Recovery Task.
### **In Practice**
A new “Allow councils to supply payment amount” checkbox has been added which will remove the Payment Amount field.
This will create a new field on the Council referral form called Requested Payment Value for the councils to enter the payment amount.
### Issuing additional Payments
On occasion, when extra funding becomes available, GERF may issue additional payments to applicants. When additional funding is available:
1. Create new Payment Types in the event for any new payments to be allocated.
2. GERF can identify existing applications that the Council has flagged for additional funding. This can be aided by the the `Consider For Upgrade` filter that flags applications the council has marked for consideration for extra funding.
3. From this list they can identify applicants they wish to provide additional funding, then select the application/s and use the create copy option.
4. The selected applications are copied and placed in DRAFT mode.
5. Use the DRAFT workflow filter to view all the copied applications.
6. The bulk edit function can be used to bulk apply the appropriate status (either NEW or APPROVED FOR PAYMENT ) and payment type.
7. The application can then proceed via the standard assessment and payment workflow.
## Creating new GERF Crisisworks Users.
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