Declaration Training Hub
The Treasury Managed Fund (TMF) declaration process provides icare with the details of the assets and exposures that the TMF will be covering in any given financial year.
To enable this, it is essential that icare is able account for every possible exposure, so that it can ensure the fund's financial capacity to provide sufficient protection. As part of this, NSW Government Agencies (under the TMF) need to participate in an annual declaration and contribution renewal process.
Overview of the online declaration process
- Your Client Engagement Manager (CEM) will work with you to confirm your users for this year's declarations.
- Coordinators and Approvers receive their login details in an email.
- Declaration forms are assigned as Tasks to the nominated Coordinators.
- Assigned declaration forms (tasks), are completed (by the Coordinators or their nominated Delegates).
- Completed tasks (i.e. completed declaration forms), are submitted by the Coordinator for approval.
- The Approver will Approve or Reject the completed tasks/declaration form.
- Once the task is approved, the declared data will be sent to the declaration system database for validation.
- This completes your online renewal declaration process.
User roles in the declarations process
Coordinators
Coordinators are accountable for ensuring that the forms assigned to them are completed, submitted and approved in a timely manner.
Delegates
Delegates are responsible for completing individual form sections assigned to them by the Coordinator. Once the Delegate completes their section, it becomes the responsibility of the Coordinator. The Delegate may also be asked to review and update a previously completed section if it is rejected by the Approver.
Approvers
Approvers are required to review the forms submitted to them by the Coordinator and either, Approve or Reject them (including providing a reason for the rejection).
How to videos and Quick Reference Guides (QRGs)
The following QRGs and videos help you access the system and help you choose the most appropriate delegates. The online improvements QRG outlines form and system functionality changes.
Please reference the QRGs for the most up to date support to our declaration questions. Any new and altered questions which have not been shown in the videos, have been noted in the video description, however the principle of how to declare demonstrated in the videos have not changed.
