1. A16 Allocation & Financial Reporting

2. Starting FFY15, A16 is broken into three categories: – Outreach – Responsive Energy Self-Sufficiency – Proactive Energy Self-Sufficiency

3. A16 Allocation & Financial Reporting On the “Allocate Fund” screen in eHEAT, you will only see two “funds”: – A16 Outreach & Responsive ESS – A16 Proactive ESS

4. A16 Allocation & Financial Reporting ESS

5. A16 Allocation & Financial Reporting A16 Outreach & Responsive ESS is the total amount for Outreach and Responsive ESS A16 Proactive ESS funds will only be allocated for approved Proactive ESS proposals

6. A16 Allocation & Financial Reporting

7. For A16 Outreach & Responsive ESS funds, SPs will have to approve separate amounts for: – Outreach – Responsive ESS

8. A16 Allocation & Financial Reporting A16 Outreach & Responsive ESS Combined Total A16 Outreach & Responsive ESS Separate Budgeted Amounts

9. A16 Allocation & Financial Reporting Starting in FFY15, Outreach cannot exceed 50% of the total potential A16 allocation for any Service Provider When inputting the Outreach & Responsive ESS budget amounts, eHEAT will not allow the Outreach amount to exceed 50% of the total potential A16 allocation. – Note: 50% of the total for A16 is equal to 2/3 of the Outreach/Proactive ESS allocation (2/3 * 3/4 = 50%)

10. A16 Allocation & Financial Reporting In this case, Outreach is > 2/3 of Outreach/Responsive ESS Allocation, or 50% of the total A16 allocation

11. A16 Allocation & Financial Reporting When funds are allocated, SPs will receive an NFA that looks like this:

12. A16 Allocation & Financial Reporting When funds are allocated, SPs will receive an NFA that looks like this: Notice: NFA lists only the two funds. A16 Outreach & Responsive ESS is the combined total for the two categories, allowing SPs to manage their own distribution between Outreach and Responsive ESS.

13. A16 Allocation & Financial Reporting A16 expenditures must be reported on the FSR, as in the past. Change from FFY14: Expenditures must be separated into each of the three categories: – Outreach – Responsive ESS – Proactive ESS (if applicable)

14. A16 Allocation & Financial Reporting

15. Implementation Screens will change After October 15, 2014 – This allows to report FFY14 Final FSR After that, once you look at past years the ‘Assurance16’ budget and reporting information from past years: – The information will be in the ‘A16 Outreach & Responsive ESS’ fields

16. A16 Allocation & Financial Reporting SPs need to be sure to set up systems to track A16 expenditures by each of the 3 A16 expense categories EAP coordinators should use this presentation to train their fiscal staff If fiscal staff have any questions, they should contact the EAP A16 Coordinator, Michael Schmitz at: 651-539-1812 or michael.schmitz@state.mn.us