Common use of Eligibility Determination and Participant Identification Clause in Contracts

Eligibility Determination and Participant Identification. i. Operating Organizations shall take an initial screening application from all persons seeking to participate in the HEA programs and shall evaluate the information to make a preliminary determination whether applicant qualifies for the program. This includes: 1. Ensure all required information has been provided by the applicant to determine if the household is eligible. a. Determine that the household is responsible for home energy costs for an eligible energy type for the utility that they are applying for. If applicable, applicant will self-declare if the energy type is primary or secondary for heating. b. The household does not exceed the income threshold for HEA program eligibility as defined in Exhibit A. The income threshold is based on the percentage of the federal poverty guidelines as of the start of the program year. i. Income documentation and calculations will follow the LIHEAP program rules. c. Meet other program specific eligibility requirements. See program specific Eligibility Requirements 2. Obtain release/waiver from the applicant in the form of Exhibit D. Alternate methods of collecting the release/waiver will be accepted to accommodate applicants as needed. ii. Notify Utility of Eligible Clients 1. Prioritization criteria will be used to determine whether an eligible applicant will be submitted to the utility. a. There will be no carryover or preference for past HEA program participants b. Clients will be submitted to the Utility based on their prioritization using a predefined format (See program specific Utility Notification Requirements) c. See program Specific Client Prioritization for additional criteria. iii. Utility shall verify applications submitted to ensure the application meets the utility related eligibility requirements. This includes: 1. Determine that the applicant meets the following requirements: a. Be an Active Residential Customer of Utility b. Provide Utility with access for monthly meter readings; c. Meet other program specific Utility Eligibility Requirements iv. Utility shall notify Operating Organization with the disposition (e.g. did the client get enrolled, receive a benefit, etc.) 1. See program specific Disposition Notification Requirements v. Utility will apply the benefit(s) in the form of a credit to the customer’s account in accordance with the following: 1. Participant’s benefits as defined in the program specific Program Benefits Section 2. Utility will respond to general billing questions from Program participants, including inquiries regarding the details of the application of credits to their Utility bills pursuant to the Programs. vi. Termination of Services 1. See program specific Termination of Services

Eligibility Determination and Participant Identification. i. Operating Organizations shall take an initial screening application from all persons seeking to participate in the HEA programs and shall evaluate the information to make a preliminary determination whether applicant qualifies for the program. This includes: 1. Ensure all required information has been provided by the applicant to determine if the household is eligible. a. Determine that the household is responsible for home energy costs for an eligible energy type for the utility that they are applying for. If applicable, applicant will self-declare if the energy type is primary or secondary for heating. b. The household does not exceed the income threshold for HEA program eligibility as defined in Exhibit A. The income threshold is based on the percentage of the federal poverty guidelines as of the start of the program year. i. Income documentation and calculations will follow the LIHEAP program rules. c. Meet other program specific eligibility requirements. See program specific Eligibility RequirementsRequirements RM 2. Obtain release/waiver from the applicant in the form of Exhibit D. EExxhhibibitiDt ". C" Alternate methods of collecting the release/waiver will be accepted to accommodate applicants as needed. ii. Notify Utility of Eligible ClientsClients BK 1. Prioritization criteria will be used to determine whether an eligible applicant will be submitted to the utility. a. There will be no carryover or preference for past HEA program participants b. Clients will be submitted to the Utility based on their prioritization using a predefined format (See program specific Utility Notification Requirements) c. See program Specific Client Prioritization for additional criteria. iii. Utility shall verify applications submitted to ensure the application meets the utility related eligibility requirements. This includes: 1. Determine that the applicant meets the following requirements: a. Be an Active Residential Customer of Utility b. Provide Utility with access for monthly meter readings; c. Meet other program specific Utility Eligibility Requirements iv. Utility shall notify Operating Organization with the disposition (e.g. did the client get enrolled, receive a benefit, etc.) 1. See program specific Disposition Notification Requirements v. Utility will apply the benefit(s) in the form of a credit to the customer’s account in accordance with the following: 1. Participant’s benefits as defined in the program specific Program Benefits Section 2. Utility will respond to general billing questions from Program participants, including inquiries regarding the details of the application of credits to their Utility bills pursuant to the Programs. vi. Termination of Services 1. See program specific Termination of Services