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PY26 WHEAP Manual
103 Revised: August 2025 the plan and the results of the internal review. The written plan shall include procedures for program services case quality assurance review including: 1. Staff responsible for case review* 2. How cases are selected for review** 3. How often reviews occur during the program year
*The local WHEAP agency worker who processed and/or verified the information associated with the HE+ HVAC Heating Program and/or HE+ Water Conservation Program Services application under review shall not conduct quality reviews of the selected application. **Cases selected for the agency internal PSQA review must be different from those selected for GQA review.
WHEAP agencies shall ensure the internal PSQA is conducted twice per program year: once by March 1 for October to February activity, and once by June 1 for March to May activity.
Each of the two rounds of reviews shall be conducted as follows: • Agencies with a prior year caseload of 5,000 or greater shall select: o 6 HE+ HVAC Program cases* o 3 HE+ Water Conservation Program Services cases* • Agencies with a prior year caseload of fewer than 5,000 shall select: o 2 HE+ HVAC cases* o 1 HE+ Water Conservation Program Services case*
*Contact the HE+ Help Desk if the required number of cases are not available by each deadline and add a note to the PSQA tool to state this.
1. The review shall also include the original or “parent” HE+ Application associated with HE+ Program Service(s) to ensure that eligibility and benefits were accurately determined. 2. WHEAP agencies shall upload each completed internal PSQA review to their current WHEAP contract in the HE+ System within 3 business days of the March 1 and June 1 deadline(s). 3. All agencies shall use the Division HE+ PSQA tool. 4. At the time of the review, the agency reviewer shall add an HE+ System Note to each HE+ Program Services case, identifying it as having been reviewed.
6.5 Vendor Desktop Monitoring Agency Responsibilities WHEAP vendors are responsible for participating in Division-conducted quality assurance activities at the Division's request. VDTMs focus on the fair pricing, delivery, and proper crediting practices of a specific vendor.
To assist in the process, WHEAP agencies are required to: