A. GENERAL PROJECT REQUIREMENTS The auditor selected shall do at least the following: • Review Case No. 21-0637-GA-AIR. • Read all applicable testimony and associated workpapers regarding the DSM Rider and WarmChoice® program. • Review WarmChoice® program expenditures occurring during its current five-year term, including average and mean dollars expended per household and per property. • Review any administrative fees collected by Columbia and the weatherization providers. • Review eligibility documentation for WarmChoice® program applicants. • Review spending of the WarmChoice® program budget or failure to spend the WarmChoice® program budget. • Review prioritization, if applicable, of weatherization services. • Review accounting of expenses that relate directly to reducing gas usage by low-income consumers. • Review the timeline of providing weatherization services. • Review the impact of health and safety spend on the WarmChoice® program. • Review the number and types of properties (e.g., owner-occupied, rental, etc.) that receive weatherization funding. • Review compliance with WarmChoice® program guidelines, including determining eligibility of program recipients and, if applicable, limitations on funding. • Review whether any property owners received weatherization assistance for more than one rental premise or more than once per calendar year. • Review alternative funding sources for weatherizing low-income properties. • Identify any rental properties sold or converted by the property owner to nonlow-income properties within two years of receiving WarmChoice® weatherization services for that property. • Recommend any changes to the WarmChoice® program that could streamline and reduce administrative and operational costs, maximize funding sources, maximize the number of recipients of WarmChoice® funding, and otherwise improve the program. • Recommend whether certain customer groups, such as persons with disabilities and the elderly, should be prioritized in the WarmChoice® program.
