What to do when you have to disapprove a request
Sometimes a request falls outside of CGMA policy. For example: a member requests a loan to pay back a family member for a personal loan, or needs money to retain a lawyer for a custody dispute.
CGMA Form 17
When a request must be disapproved, Representatives are expected to officially disapprove the request using the CGMA Form 17, citing the reason and/or provision from the CGMA Manual.
Once a CGMA Form 17 has been issued, a copy is to be sent to CGMA-HQ, for audit purposes.
In 2012, over 5,900 checks were issued by CGMA Representatives, with only three disapprovals forwarded to CGMA-HQ - making the local Representative disapproval rate less than one-tenth of one percent.
When you disapprove a request, don't forget to send in CGMA Form 17
Appeals
Appeals of these disapprovals and all requests for assistance that will bring an account balance over $3,000, or requests for a grant, must be forwarded to CGMA-HQ.
In 2012, CGMA-HQ received 199 such requests:
2012 HQ Approval/Disapproval Statistics |
|||
Received |
Approved |
Disapproved |
|
| Grants | 29 |
16 (55%) |
13 (45%) |
| Loan to Grant Conversions |
12 |
11 (92%) |
1 (8%) |
| Loans | 158 |
145 (92%) |
13 (8%) |
| Total Cases | 199 |
172 (86%) |
27 (14%) |
Appeals of Executive Director Disapprovals and/or requests for assistance that will bring an account balance over $6,000 must be forwarded to the Board of Control.
In 2012, the Board received six such requests. They approved 3 (50%) and disapproved 3 (50%).
Additional information can be found under Chapter 4-B-11 of the CGMA Manual.
You give valuable time to assist CGMA clients and it is much appreciated!
As always, please let CGMA-HQ know (703) 872-6716 or toll free (800) 881-2462 or email: ARL-DG-CGMA@uscg.mil) if there is any way we can support your efforts as you serve your shipmates through CGMA.