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PY26 WHEAP Manual

101 Revised: August 2025 Chapter 6 | Quality Assurance The Division conducts a sample review of WHEAP agencies’ internal QA reviews uploaded in the HE+ System. The sample testing is to ensure compliance with WHEAP policy. If necessary, the Division may expand the sample testing if the initial review does not align with WHEAP policy or if program integrity concerns are discovered.

6.1 Quality Assurance Each contracted agency is responsible for participating in Division-conducted and internal quality assurance activities. All agencies will have an overall assessment of program operations at a fixed point in time of each program year. Such activities include, and are not limited to: • DTM • GQA • PSQA • VDTM

6.2 Desktop Monitoring Agency Responsibilities The contracted agency is responsible for participating in Division-conducted DTM quality assurance activities. This review is a means to ensure that agencies are correctly interpreting and applying WHEAP requirements and policies.

DTM reviews focus on these key program areas: • Program Operations • Program Integrity • General and HE+ HVAC Heating Program Case Review*

WHEAP agencies are required to: • Respond to all agency-required case corrections within the timeframes established by Division staff • Implement training at the local level based on DTM observations and Division staff recommendations and/or make agency staff available for training as directed by Division staff • Submit the pre-visit questionnaire by the deadline established by Division staff • Submit documents requested by the Division by the deadline established by Division staff • Attend scheduled T&TA Sessions led by Division staff • Ensure that all individuals whose attendance has been requested by Division staff are present at the specified times as determined by the Division

*Desktop Review application corrections that result in a cancel/refund require the associated Division Monitor to be contacted.