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PY26 WHEAP Manual

Revised: August 2025 1. Notify the vendor of the incorrect and correct account information 2. Request the benefits be transferred to the correct account name/number 3. Enter HE+ System Crisis Notes to indicate the date the request was made to transfer the benefits

7.5.3 Crisis Application When Application is Cancelled If the basic information for the crisis (address, vendor, fuel type) is unchanged, it is not necessary to cancel the crisis. Do not cancel the crisis unless conditions make it necessary.

7.5.4 Copayment Agreement Actions To cancel all remaining payments in a copayment plan without sending a denial letter to the applicant, delete each due date transaction that no longer needs to be paid.

7.6 HE+ HVAC Program Services Actions 7.6.1 Ownership Change If the ownership needs to be changed for a household because it was incorrectly entered on the regular application, information must be provided to show ownership or rental tenancy, and the worker must change the homeownership status on the HE+ Program Services application.

7.7 Incorrect HE+ HVAC Program Services or Weatherization Referrals WHEAP agencies may be responsible for repayment of HE+ Program Services (HE+ HVAC Heating Program or HE+ Water Conservation Program Services) or Weatherization services expenses if: • Homeownership is not verified in compliance with HE+ policy • HE+ HVAC Heating Program, HE+ Water Conservation Program Services, or Weatherization services are completed when the household’s HE+ program eligibility is not determined in compliance with HE+ policy • An HE+ Program Services referral was sent to the Weatherization agency when the HE+ Program Services application contains a denial reason (agencies shall “Save” the HE+ Program Services referral before marking it “Ready for Referral”)

The agency that did not follow policy guidelines may be held responsible for repayment of HE+ HVAC Heating Program, Water Conservation Program Services, or Weatherization services. If the WHEAP agency becomes aware that the above has occurred, the WHEAP agency must notify the Division and/or the Weatherization agency before any action is taken.

NOTE: The household shall not be held responsible for repayment in the above circumstances and WHEAP contract funds may not be used for these repayments.