Table of Contents

A. Introduction

B. Processing Requests

  • 1. Interviewing the Client
  • 2. Reviewing Documentation
  • 3. Checking Basic Information
  • 4. Verifying Facts
  • 5. Things to Consider
  • 6. When to Consider Grant vs Loan
  • 7. Repayment Terms
  • 8. Special Situations
    • a. General
    • b. During an Emergencies
    • c. Sponsor Not Avail./Disapproves
    • d. Borderline Cases
    • e. Clients Nearning Separation
    • f. Forwarding for Determination
  • 9. Providing Financial Assistance
    • a. Prior to Providing Assistance
    • b. Checks Payable to Creditors
    • c. Issuing the CGMA Check
  • 10. Non-Financial Assistance
  • 11. Disapproved Requests/Appeals
    • a. Disapproving a Request
    • b. First Appeal
    • c. Final Appeal
  • 12. Closing the Case

C. Approval Guidelines

  • 1. General
  • 2. The Executive Director
    • a. May Approve
    • b. May Not Approve

D. Other Aid Societies

  • 1. General
  • 2. Emergency Travel/Privation
  • 3. All Other Types of Assistance
  • 4. Special Processing
  • 5. Contacts

E. Exceptions to Policy

  • 1. General
  • 2. When to Request
  • 3. Who is Authorized to Make
  • 4. How to Request

F. Additional Information