LOAN

INDIVIDUALIZATION
PROCESS
PRE-APPLICATION
Ensure that the LIS-BCS subsidiary file is updated

Conduct info-dissemination to CA; include the info on effectivity date of

individual awards to ensure 1st payment

Release the individual TCTs of fully-paid awardees

per MC 1800

Undertake substitution per MC 1881; *refer to July

2008 advisory

Issue pro-forma form (Board Res) to CA

Prepare MBLA (cut-off: EO the month)

 Prepare the other required documents/individual-beneficiary folders (for
records creation, refer to MC 1692)

NOTE:
 The EMU & Finance Unit should be properly oriented on the
process and respective responsibilities

 If an awardee opts to retain award inspite of old age, prepare an

affidavit of support (pro-forma)

 If the awardee is a solo parent, provide with the pro-forma

endorsement letter to DSWD for availment of Solo Parent ID (RA
8972)
APPLICATION
Package the CA application together with the required documents for
endorsement to the Regional Office (except the individual folders w/c
will stay with the Project Office); ensure its accuracy and completeness

CSSD - the complete package

EMD - a copy of the MBLA/Fully Paid Masterlist/List of

circulation & open spaces/ASP or subdivision
scheme for project code request

COSO - a copy of the MBLA/FP Masterlist/List of

circulation and open spaces for the setting-up of LIS
APPROVAL & CANCELLATION
OF CA AWARD

Application package – CSSU Regional Office

Request & sign the cancellation notice by the

Regional Manager

The approved application/cancellation/other documents to

the Project/District Office

CA cancellation notice & the notices to individual-

members together with the Individual Notice of Award
TURN-OVER OF DOCUMENTS

Turn-over of all pertinent documents

and the individual folders to EMU by
CSSU
 ACCEPTANCE OF FIRST
PAYMENT

EO succeeding month until the 1st 5 days of the following month,

e.g. cut-off date SOA/beginning date MBLA - EO Jan 2010
effectivity of award - February 2010
1st payment - EO February 2010 until March 5, 2010

Prepare the Order of Payment (EMU)

Accept payment (Finance Unit/Collection Agency)

 CONTRACT SIGNING

Prepare the contract for signing of the

awardee/Project Manager and notarization;
if solo parent indicate in the
contract the ID #, dispense w/ spouse signature
 SYSTEMS UPDATING

LIS updating shall be done by CSSU staff, under

the supervision of COSDD; account creation in the
BCS by FU, supervised by COSDD
 PROCESSING TIME FROM
APPLICATION TO PAYMENT IS
30 DAYS