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D. Application Tracking ● All applications must be tracked using the Application Tracking Sheet.
● The State OHEP Quality Assurance Analyst and Director must have viewing/comment access.
● Agencies unable to use the Google sheet must maintain an Excel tracking log available upon request.
● The tracking sheet must:
○ Include tabs for Pending, Denied, and Certified applications.
○ Record applications by date received, type, and assigned worker.
○ Highlight rows upon receipt of verifications.
○ Document actions in the Notes tab.
E. Application Processing ● Process applications using the digital ECM file and tracking sheet.
● Review all supporting documents and complete required system screens (E&E, SOLQi, Work Number, Beacon, etc.).
● Verify utility information via supplier portals or email, saving screenshots/PDFs to ECM.
● Complete additional forms with customers and scan to ECM.
● Issue RFAIs through CDC as needed, with copies uploaded to ECM.
● Maintain detailed narration for each action taken.
F. Data Entry Timeline
Updated May 2025