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ENERGY ASSISTANCE PROGRAMS

Section One: Application Process Intake, Operations & Policy Manual

Program Year 2026 15 34. Energy Education: Check the appropriate response. 35. Intake Date: ➢ In-person interview/phone-interviews: This is the date the interview process takes place. ➢ Hard Copy App/Mailouts: This is the date the application is received and or completed by the local agency 36. Application Received Date: Insert the date the application was received from the client. • Please note: The date inserted in OPUS and the date stamp/received date on the actual application must match. 37. Referral to Weatherization: Check box if applicant is referred to Weatherization. 38. Referral to Non-Energy Service: Check box if applicant is referred for Non- Energy Service (examples include: prescription assistance, rental assistance, food box, etc.). 39. Energy Advocacy: Check box if applicant is provided Energy Advocacy (examples include: assisting with payment plan, arrearage forgiveness, medical certification). 40. Vendor/Utility: List each vendor/utility separately. Always list the primary vendor first. 41. Account Number: Account number on the most recent vendor/utility bills provided (utility documentation must have a date on it). If a standardized account number is not utilized by utility/vendor, at a minimum, a client name must be listed in lieu of account number. Leaving the account number box blank or putting “cash account” is not acceptable. 42. Name on Account: The utility/vendor account holder must be the applicant or an adult member of the household. Every effort should be made to place the applicant or an adult household member on the utility bill/account. In cases where this is not feasible, justification must be well documented. Examples include: ➢ Domestic Violence (DV)/Safety Concerns (any information regarding DV should only be documented in/on the paper file, not in OPUS) ➢ Military Deployment of the Account Holder