Before giving the potentially disqualifying information (PDI) letter to the CMA, what should you do?

• A. Sign it
• B. Make a copy for the record
• C. Send a heads-up copy to the unit
• D. Have another 4A or 4N perform a quality review

Answer: (D)

Before releasing a potentially disqualifying information letter to the CMA, the aim is to ensure the document is accurate, complete, and handled properly. Having another qualified 4A or 4N perform a quality review provides an independent check that helps catch factual errors, misinterpretations, or policy gaps, and confirms that the disqualification criteria and procedures are applied correctly. This independent review reduces the risk of incorrect disclosure and protects both the individual and the program. Signing the letter or making a copy for the record are administrative steps, but they don’t verify content or ensure it meets all requirements. Sending a heads-up copy to the unit might alert others, but without an independent verification, issues can slip through. So, an independent quality review by another qualified person is the best practice before sharing the PDI with the CMA.