was a year full of new CSD requirements. New contract requirements
were added, additional data collection fields were enforced, and new
reimbursement practices adopted.
In addition to responding to the CSD requirements, we made a number
of substantial enhancements to ServTraq at no added expense to our
customers. We are committed to providing solutions that work for
Local Service Providers in California. If you missed any of the major
feature announcements, here is a recap of the added features that may
make getting the job done easier for you.
Weatherization CSD Bucket Reporting
The CSD Bucket/EARS Reconciliation
Approval Activity feature provides status on report
period reconciliation. Measure discrepancy details are also
available on denied report period expenditures. For more information
The Barcoded Inventory solution
offers the ability to barcode warehouse items by Item SKU Number and
check items from one location to another for easier inventory control
management. For more information click here.
New Inventory Reports
ServTraq now provides two additional Inventory Reports. The
Inventory Detail Report extracts information on
inventory usage by date range. While the Measures
Installed Report provides detailed information on
Direct Program Activity costs associated with the installation of
selected measures. For more information click here.
Ineligible Address for Weatherization
The Ineligible Address for Weatherization solution
allows users to flag addresses as ineligible for
weatherization services to prevent Weatherization Jobs created when
Landlords or Property Management Entities refuse to have their
dwellings weatherized by the LIHEAP program. For more information
ECIP Justification Alert and Section
During the 2016 CSD monitoring visits, CSD Field Representatives
identified issues for not having documented justification for billed
ECIP measures. To electronically document the imminent threat or loss
that could occur to the household an ECIP
Justification section was added to the ServTraq—Job
Costing screen. An alert was also added to the Job Validation Summary
Box as a reminder, but use of this section is not required. For
more information click here.
Assistance LIHEAP Benefit and Denial
LIHEAP Payment Assistance notification letters are now automated in
ServTraq for Eligible or Denied applicants and are available in
English or Spanish.
For more information click here.