If the ALJ chooses to make a wholly favorable oral decision at the hearing, the ALJ
is required to include as an exhibit in the record a prescribed checksheet document
that sets forth the key data, findings of fact, and narrative rationale for the decision.
The ALJ must sign and date the checksheet. Claimants and their representatives may
voluntarily submit proposed checksheet documents of their own at the hearing. If the
ALJ decides to use the proposed checksheet as is, or with changes, the ALJ must copy
the proposed checksheet and sign and date the copy. The completed, signed copy of
the proposed checksheet becomes an exhibit used to prepare the decision. If the ALJ
decides not to issue an oral (bench) decision, but concludes that the proposed checksheet
represents evidence that is material to the issues or proposed findings, rationale,
or conclusions for consideration in the formulation of a written decision, the ALJ
must enter the original proposed document into the record as a procedural exhibit.
The FO or PC will use the checksheet, along with the ALJ notice, to effectuate the
ALJ decision following- DI 12010.035, DI 12010.040, DI 42010.020, GN 03103.250, SI 04030.050, and SI 00603.040. If necessary, the FO or PC will view the Office of Hearings Operations (OHO) Case
Processing & Management System (CPMS) for the regulation basis code and impairment
code (see DI 80550.000 for an overview of CPMS which took the place of the Hearing Office Tracking System).
If the checksheet does not provide all the information needed, or if the case does
not meet the criteria for an oral decision, contact the hearing office (HO) to resolve.
If the HO cannot resolve the issue, follow DI 42010.065 through DI 42010.075, GN 03103.260, and SI 04030.060.