Guidelines
Guidelines for nominators
Screening will occur on two levels: one in the field, which is to be done by the
nominator, and the other by the Alliance's Balanced Program Committee. The committee
reserves the right to choose the projects it sees fit based on the understanding
of committee members of the goals and mission of the Balance Program Committee.
Therefore, nominators are discouraged from giving applicants hopes for funding that
may not happen.
Nominators are to complete the initial field-level screening based on the recommended
guidelines for assessing a fit with the mission of the Balance Program's initiative.
Desirable nominees should have a bona fide need that is otherwise uninsured, underinsured
or unfunded that is not the result of illegal activity and where a significant loss
has been experienced.
Field-level screening guidelines
- Is the applicant a member of the roofing industry (a worker or family member from
a roofing-related business, including contractors, suppliers and manufacturers)?
- Does application represent a bona fide need?
- Will an Alliance contribution make an impact?
- Was the event or incident the result of illegal activity on the part of the nominee?
- Is there a pending insurance payment, settlement or litigation?
- Did the need arise from a work-related or insured injury?
Verification process
Nominators are to perform due diligence to the extent possible given the context
of the applicant's need. These activities shall include:
- A visit to the nominee
- An interview with the nominee
- Discussion with other parties related to the situation, including but not limited
to doctors, witnesses, employer, friends and family members
- Investigation as to income and insurance levels
- Other inquiries deemed relevant by the committee