Overriding LIEAP EDBC for LIEAP Alternate Vendor

The Alternate Vendor process is utilized when the consumer’s main heating system built into the home cannot be used so an alternate heating source is needed. 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 staff complete the Energy Information Detail page and Money Management page based on the system built into the home and create a task on the LIEAP Tracker for the Supervisor queue to override EDBC. The LIEAP Site Manager or Lead takes the following action:

• Run EDBC without saving the results and makes 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 and Overrides EDBC using the guidance below.
  

To Override LIEAP EDBC
                                                   

1. Override the benefit amount:

1. From the LIEAP EDBC Summary page click the Override Benefit Amount button to override the allotment amount. The Payment Override Detail page displays.

2. Select Administrative Decision from the Override Reason drop-down menu.

3. Enter the benefit amount from the original EDBC in the Override Amount text box.  

4. Click the Save and Return button. The LIEAP EDBC Summary page displays.

2. To Override Money Management block:

1. From the EDBC Summary page click the Override Money Management button to override the Vendor information. The Money Management page displays.

2. Select Administrative Decision from the Override Reason drop-down menu.

3. Click the check box associated to the main system Vendor, and then click the Remove button.

4. Select the alternate Vendor from the drop-down menu.

5. Enter the benefit amount to be paid to the selected vendor in the Amount text box.

6. Click the Add button.

7. Click the Save and Return button. The LIEAP EDBC Summary page displays.

3. Click the Accept button. The EDBC List page displays.
   
   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.

4. Click the Save and Continue button.

5. Send appropriate NOAs using DCF Standard Text Copy and Paste.

6. Record a Journal entry.