LIEAP Alternate Vendor Process

This business process flow shows the high-level steps utilized to process a LIEAP Application with an Alternate Vendor in KEES.  

Business Process Diagram

Business Process Steps

This process is used when the consumer’s main heating system built into the home cannot be used so they are using an alternate heating source. The determined benefit amount is based on the system built into the home, but the benefit sent to the vendor is associated to the alternate heating source.

Eligibility Worker:

• Claim the Consumer from the tracker.
• Go into the context of the case and claim all outstanding tasks using Task Management.
• Process the Application or Change task using BPM principles. See the LIEAP Procedural Manual for more information.
• Complete the Energy Information Detail page:
• • Indicate the heating system built in the home
  • Indicate the fuel type for the heating system built in the home
  • Indicate the consumer is not able to use the main system and why
  • Indicate the system is not in use and why
  • Complete the Alternate System Used field
• Complete the Money Management Detail page with the vendor associated to the main system as Priority 1 and the alternate vendor as Priority 3.
• Print all electronic documentation to ImageNow utilizing ImageNow Printer in the Case No-Task basket.
• Finish the task(s) using a status reason of DCF-Complete and click the Complete button.
• Update the Tracker with the status of No File.
• Create a task on the Tracker for the Supervisor Queue with standard comments Alternate Vendor.

LIEAP Supervisor:

• Claim the Consumer from the tracker.
• Run EDBC without saving the result and make note of the benefit amount.
• Edit the fuel type on the Energy Information Detail page to match the alternate vendor.
• Edit the Money Management Detail page to update the vendor associated to the main system as Priority 3 and the alternate vendor as Priority 1.
• Run EDBC
• Override the benefit amount with a reason of Administrative Decision and indicate the benefit amount from the original EDBC.
• Override the Money Management block with a reason of Administrative Decision. Remove the main system vendor and add the alternate vendor.
• Save and Accept EDBC.
  
  NOTE: The Authorized Amount in the Allotment block and the Amount in Money Management block should be the same amount. In addition, the Remaining Amount listed in the Money Management block should be 0.00. Do not Accept EDBC if the results do not look correct.
  
• Generate the L-3: LIEAP Alternate Vendor Approval notice from Document Control.
• Journal
• Update the Tracker with the status of the case.

Key Process Considerations

• See the LIEAP Procedural Manual for more information regarding BPM principles.
• When a task is claimed, all tasks for the same case number in the same queue will automatically be claimed also.