Exhibit C Listing of ECIP recipients; list Detail listing of all clients who Start Check Date name, payment amount, energy received ECIP payments; End Check Date code. includes only paid Date Add End Date transactions. Will not match Agency monthly reports but should Program Yearly or as needed match end of year reports. ECIP Type Exhibit E – Obligated Listing of ECIP obligations Detail listing of clients who Start decision date waiting for payment. received ECIP pledges but End decision date have not been paid. Year to date No longer required but Agency processed monthly to balance Program obligated total with Exhibit B Contract obligated totals. Option (summer/winter) Exhibit E – Paid Listing of ECIP transactions Detail listing of clients whose Start decision date paid. ECIP pledge has been paid. End decision date Year to date No longer required but Agency processed monthly to balance Program obligated total with Exhibit B Contract obligated totals. Option (summer/winter) Follow-up Form List clients referred to Listing of clients by referral Start sent date organizations. organization. Includes client End Sent date name and SSN. Sent to the Agency referral organization with Program request to identify clients who Resource (staff person) received services and send External agency back to agency for input in Phone number MIS –Referral & Response Quarterly, yearly Page. Report Name/Frequency Description Common Usage Report Parameters
Exhibit C Yearly or as needed Listing of ECIP recipients; list name, payment amount, energy code. Detail listing of all clients who received ECIP payments; includes only paid transactions. Will not match monthly reports but should match end of year reports. Start Check Date End Check Date Date Add End Date Agency Program ECIP Type Exhibit E – Obligated No longer required but processed monthly to balance obligated total with Exhibit B obligated totals. Listing of ECIP obligations waiting for payment. Detail listing of clients who received ECIP pledges but have not been paid. Start decision date End decision date Year to date Agency Program Contract Option (summer/winter) Exhibit E – Paid No longer required but processed monthly to balance obligated total with Exhibit B obligated totals. Listing of ECIP transactions paid. Detail listing of clients whose ECIP pledge has been paid. Start decision date End decision date Year to date Agency Program Contract Option (summer/winter) Follow-up Form Quarterly, yearly List clients referred to organizations. Listing of clients by referral organization. Includes client name and SSN. Sent to the referral organization with request to identify clients who received services and send back to agency for input in MIS –Referral & Response Page. Start sent date End Sent date Agency Program Resource (staff person) External agency Phone number Report Name/Frequency Description Common Usage Report Parameters