Who is responsible to?

• Assist clients with LIHEAP questions – AFS Field Staff and Energy Assistance Contact Center Staff whoever has the client on the phone (First Contact Resolution).
• Assist clients with online proxy for LIHEAP – AFS Field Staff and Energy Assistance Contact Center Staff whoever has the client on the phone
• Determine eligibility for LIHEAP applications – Energy Assistance Contact Center Staff
• Request LIHEAP verification from the client – Energy Assistance Contact Center Staff
• Contact the utility vendor to determine the account status – Energy Assistance Contact Center Staff
• Contact the utility vendor to make a pledge on the clients account – Energy Assistance Contact Center Staff
• Complete a referral if the household meets the Life Threatening Energy Crisis criteria. See Life Threatening Energy Crisis regarding the criteria for a referral – AFS Field Staff and Energy Assistance Contact Center Staff whoever has the client on the phone.
• Contact the utility vendor to make a pledge on the clients account for Life Threatening LIHEAP – LIHEAP Program Staff.
• Initiate the LIHEAP refund process – LIHEAP Program Staff.
• Complete the LIHEAP hearing documents – LIHEAP Program Staff.

What do I do to assist the client?

AFS Field Staff

Field Staff Responsibilities  

• Answer the client’s questions about general program requirements and verification.
• When the client needs to apply, check to see if there is a valid application in OnBase. If there is no application, explain how the client may apply. You may proxy (submit an online application) for the client. Offer the client the confirmation number once the proxy is complete.
• When serving as a proxy for an energy assistance application, record general case information for a Random Moment Time Study. When serving as a proxy for energy assistance and another benefit, record the action taken on the other benefit.
• Check and explain the status of an application or a preauthorization. You must review case notes and case records (OnBase, 105cq, 105eq, or 105hq screens, the NL screen, and the NI screen) before providing a client with the Energy Assistance Contact Center phone number.
• Route any imaged applications or verification to 90L.
• Explain the household may provide the account information verbally or submit verification to correct an incorrect authorization. 340:20-1-14(2)
• Explain what verification the LIHEAP staff is requesting from the household. Review the Case Notes or the imaged Client Contact and Information Request (Form 08AD092E or ADM-92) 340:20-1-13
• Review the 105cq, 105hq, and 105eq screens to answer client questions.
• Report when a household needs a correction to a preauthorization or authorization to the LIHEAP (See 1 & 2 When do I contact the liheap2 email box. 340:20-1-14
• Explain to the household the criteria for a life threatening referral. See Life Threatening Energy Crisis regarding the criteria for a referral. Refer households who meet the criteria for the life-threatening energy crisis program to LIHEAP, 340:20-1-17
• Only provide the clients the Energy Assistance Contact Center phone number (405-522-5050) when you cannot answer the question based on case records.

When do I contact the LIHEAP2 mail box?

Always include your supervisor on the emails sent to LIHEAP2@okdhs.org

• Report incorrect account number or utility vendor include in the subject line the client name and case number, email the correct provider name and account number or image the utility bill to the 90L inbox. Do NOT do both. Timely reporting is within 10 calendar days of a pre-authorization notice, 30 days on a certification notice. 340:20-1-14(B)(ii)
• If the wrong utility vendor or account number was paid and the error is discovered at a later time, please report the correct information immediately to LIHEAP2@okdhs.org so we can notify the utility provider. Notify the client that the refund process is a lengthy, time consuming process and they will need to make arrangements with the utility provider. If there is a need for refund, LIHEAP program staff will initiate the refund request from the utility provider. If a correction is not requested timely, within 30 days of the certification notice, a refund will be requested and the benefit will not be reissued. 340:20-1-14
• If you receive information that the client applied for or received Tribal LIHEAP and the LIHEAP application that has not yet been processed, you will need to inform the Tribe that DHS will deny the application so they can serve the household. In this situation, you will need to send an email to LIHEAP2@okdhs.org so appropriate action can be taken. 340:20-1-4
• When the household requests life-threatening energy crisis, see Life Threatening Energy Crisis regarding the criteria for a referral, send an email if the household meets the criteria. 340:20-1-17
• Hearings: When the county staff receives a LIHEAP hearing request send an email to the LIHEAP2 mailbox put in the subject line “hearing request” with the client name and case number with the following client information in the body of the email:
  • Name
  • Case number
  • Email address
  • Telephone number
  • LIHEAP decision the client is requesting a hearing on
  • Verification: Do NOT sent verification to the LIHEAP2 email box, upload verification into OnBase. 340:20-1-15(b)

Where does the client send LIHEAP verification?

• If the LIHEAP verification is sent to the AFS Field staff, upload it to OnBase 90L cancel the notifications to Current.
• LIHEAP verification can be uploaded to the case file at org and click on FAST PASS Verification Upload button so it can be indexed to the case record.

Customers must log into their account into order to upload.

Each page and document must be uploaded separately. Multiple pages will only show the first page scanned.

Shadows on the document that appear between the light source and document may result in dark areas and not be legible.

LIHEAP verification can be faxed to OKDHSLive at 405-325-7155