Page 35

35 | P a g e

as well as progress toward timeline, objectives, and milestones set forth in the Grantee’s work plan, including information regarding client survey information (see Section 2.7) 6.5 PROJECT STATUS REPORTS Interim and Final Project Status Reports are used to update MPSC on the programmatic progress of grant activity at specific intervals throughout the grant term. MPSC will use these reports to monitor performance and determine if time schedules are being met, delays are encountered, and the Grantee is meeting program objectives. Grantee must submit Interim and Final Project Status Reports via Salesforce based on the current fiscal year’s MEAP Reporting Schedule; see Appendix I for the current fiscal year’s Reporting Schedule. 6.5.1 LIHEAP ASSURANCE 16 REPORTING Assurance 16 is intended to develop information and energy education materials to LIHEAP clients over an extended period of time. Energy education can include, but is not limited to, providing resources to clients to aid them in communicating more effectively with energy vendors in order to maintain service, providing information on reducing energy usage and obtain energy efficiency services, and working with clients to improve financial management skills that help clients proactively manage energy bills. DHHS is responsible for completing all LIHEAP reports. DHHS must report to the Secretary concerning the impact of such activities on the number of households served, the level of direct benefits provided to those households, and the number of households that remain unserved. Grantee reports to MPSC will include the necessary information for the LIHEAP reporting requirements. Grantee should retain the following information in the client file (as applicable):  A signed and dated LIHEAP Assurance 16 agreement (MEAP Self-Sufficiency Plan)  Needs Assessment and Case Plan  Counseling activities and documentation  Vendor assistance documentation  Type(s) of Payment Assistance  Exit Interview See Appendix J for detailed information. 6.6 SITE VISITS MPSC will perform ongoing and regularly scheduled site visits to monitor grant recipients. Site visits will be utilized to educate the Grantee about the grant process, assess project progress, observe project deliverables, and address problems, delays, or other issues that may arise during the grant term. 6.6.1 INITIAL SITE VISIT MPSC will conduct an initial site visit within the first quarter of the Grant Agreement signing. An initial site visit will be made in addition to the regularly scheduled site visits. This visit will be utilized to meet