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ENERGY ASSISTANCE PROGRAMS

Section One: Application Process Intake, Operations & Policy Manual

Program Year 2026 7 Confidentiality Confidentiality of client information is essential and must be assured by the agency. The Master Grant Agreement (MGA) between each agency and OHCS specifically addresses this responsibility. Please reference the current MGA for specific language. Each agency must have in place policies and procedures to assure compliance with this grant requirement. Refer to local agency confidentiality forms and policies. For the protection of applicants and recipients, you must not disclose or use the contents of records, files, papers or communications for purposes other than those directly connected with the administration of energy programs, whether on or off duty. Preliminary Household Assessment The purpose of a pre-assessment is to gather the necessary information to assure the intake process is effective, efficient, and poses minimal burden to low-income applicants. Below is a list of a few sample questions: ➢ Where does the client live? (Must be in local service area.) ➢ Has the applicant received assistance before? (If possible, check history in OPUS or client files.) ➢ What type of heating or cooling does the client have? ➢ How many people reside in the household? How many adults? How many children? ➢ What is the source and amount of gross income for the household? (Except income earned by minors.) ➢ Is the household in a crisis situation? (See section Four) ➢ For OEAP, do they have an account with Portland General Electric (PGE) or Pacific Power? Schedule an appointment. Emphasize appointment date, time and location. Explain that they will need to bring the following: ➢ Income verification for all household members except for income earned by minors.