If the ALJ chooses to make a wholly favorable oral (bench) 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 decision 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). 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, DI 42010.070 - DI 42010.075, GN 03103.260, and SI 04030.060.