1. What have we learned from Performance Data reported in FY 2015?
2016 NEUAC Conference

2. LIHEAP Performance Management
What have we learned from the Performance Data reported by grantees in FY 2015?
What are the causes of high energy burden?
How well does LIHEAP address high energy burden?
How important is LIHEAP in maintaining energy service?
How can Performance Data be used to target benefits?

3. Topic 1 – Causes of High Energy Burden
What causes of high energy burden can we determine from Performance Data?
Lower Income – High burden clients have about 1/2 the income of the average recipient household
Higher Priced Fuels – High burden clients are more likely to use delivered fuels
Higher Usage – High burden clients usually have moderately higher bills than the average recipient household

4. V. ENERGY BURDEN TARGETING Bill Payment-Assisted Household Main Fuel
Topic 1 – Example State #1
V. ENERGY BURDEN TARGETING
Bill Payment-Assisted Household Main Fuel
All Households
Electricity
Natural Gas
Fuel Oil
Propane
Other Fuels
B. All Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
1. Unduplicated Number of Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
64,344
44,381
17,322
1,933
696 12
2. Average Annual Household Income
$12,885
$12,665
$13,316
$13,769
$13,776
$10,569
3. Average Annual Total LIHEAP Benefit per Household (including Heating, Cooling, Crisis, Supplemental Benefits)
$291
$280
$271
$651
$452
$622
4. Average Annual Main Heating Fuel Bill
$1,628
$1,816
$1,186
$1,347
$1,428
$620
5. Average Annual Electricity Bill
$295
$886
$1,349
$1,458
$857
6. Average Annual Total Residential Energy Bill
$1,923
$2,072
$2,696
$2,886
$1,477
7. Average Annual Burden Before Receiving LIHEAP
14.9%
14.3%
15.6%
19.6%
20.9%
14.0%
C. High Burden Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
1. Unduplicated Number of High Burden Households (Top 25%) with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
16,087
10,694
4,392
730
268 3
2. Average Annual Household Income for High Burden Households
$6,940
$6,705
$7,134
$8,567
$8,747
$3,692
3. Average Annual Total LIHEAP Benefit per High Burden Household (including Heating, Cooling, Crisis, Supplemental Benefits)
$511
$506
$467
$823
$572
$664
4. Average Annual Main Heating Fuel Bill for High Burden Households
$2,317
$2,692
$1,521
$1,747
$1,955
$665
5. Average Annual Electricity Bill for High Burden Households
$389
$1,071
$1,529
$1,634
$1,208
6. Average Annual Total Residential Energy Bill for High Burden Households
$2,706
$2,592
$3,276
$3,589
$1,873
7. Average Annual Burden Before Receiving LIHEAP for High Burden Households
39.0%
40.1%
36.3%
38.2%
41.0%
50.7%

5. Topic 1 – Example State #1 (cont.)
High burden households tend to have lower income and higher bills
High burden households tend to use higher priced fuels
High Burden Clients Compared to Average Clients
Income
Energy Expenditures
All Households
54%
141%
Electricity
53%
148%
Natural Gas
125%
Fuel Oil
62%
122%
Propane
63%
124%
Other Fuels
35%
127%

6. V. ENERGY BURDEN TARGETING Bill Payment-Assisted Household Main Fuel
Topic 1 – Example State #2
V. ENERGY BURDEN TARGETING
Bill Payment-Assisted Household Main Fuel
All Households
Electricity
Natural Gas
Fuel Oil
Propane
Other Fuels
B. All Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
1. Unduplicated Number of Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
45,240
8,673
36,408
159
2. Average Annual Household Income
$14,913
$12,503
$15,484 $0
$15,758
3. Average Annual Total LIHEAP Benefit per Household (including Heating, Cooling, Crisis, Supplemental Benefits)
$442
$382
$456
$542
4. Average Annual Main Heating Fuel Bill
$805
$1,194
$709
$1,428
5. Average Annual Electricity Bill
$898
$1,110
$1,360
6. Average Annual Total Residential Energy Bill
$1,703
$1,819 NA
$2,788
7. Average Annual Burden Before Receiving LIHEAP
11.4%
9.5%
11.7%
17.7%
C. High Burden Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
1. Unduplicated Number of High Burden Households (Top 25%) with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
11,310
1,666
9,541
103
2. Average Annual Household Income for High Burden Households
$7,183
$5,765
$7,385
$11,434
3. Average Annual Total LIHEAP Benefit per High Burden Household (including Heating, Cooling, Crisis, Supplemental Benefits)
$481
$428
$489
$555
4. Average Annual Main Heating Fuel Bill for High Burden Households
$922
$1,671
$785
$1,541
5. Average Annual Electricity Bill for High Burden Households
$1,126
$1,320
$1,355
6. Average Annual Total Residential Energy Bill for High Burden Households
$2,048
$2,105
$2,896
7. Average Annual Burden Before Receiving LIHEAP for High Burden Households
28.5%
29.0%
25.3%

7. Topic 1 – Example State #2 (cont.)
High burden households tend to have lower income and higher bills
High burden households tend to use higher priced fuels
High Burden Clients Compared to Average Client
Income
Energy Expenditures
All Households
48%
120%
Electricity
46%
140%
Natural Gas
116%
Fuel Oil NA
Propane
73%
104%
Other Fuels

8. Topic 2 – Addressing High Energy Burden
What do Performance Data tell us about how states address high energy burden through LIHEAP?
Average Annual Burden Before Receiving LIHEAP for All Households and High Burden Households (Gross Burden)
Average Annual Burden After Receiving LIHEAP for All Households and High Burden Households (Net Burden)
Benefit Targeting Index for High Burden Households
Burden Reduction Targeting Index for High Burden Households

9. Topic 2 – Benefit Targeting Index
This measure tells us whether high energy burden households receive higher LIHEAP benefits than average households.
= 100: High burden households receive the same average LIHEAP benefit as the average household.
< 100: High burden households receive a lower average LIHEAP benefit as the average household.
> 100: High burden households receive a higher average LIHEAP benefit than the average household.

10. V. ENERGY BURDEN TARGETING Bill Payment-Assisted Household Main Fuel
Topic 2 – Example State #1
V. ENERGY BURDEN TARGETING
Bill Payment-Assisted Household Main Fuel
All Households
Electricity
Natural Gas
Fuel Oil
Propane
Other Fuels
B. All Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
2. Average Annual Household Income
$12,885
$12,665
$13,316
$13,769
$13,776
$10,569
3. Average Annual Total LIHEAP Benefit per Household (including Heating, Cooling, Crisis, Supplemental Benefits)
$291
$280
$271
$651
$452
$622
6. Average Annual Total Residential Energy Bill
$1,923
$1,816
$2,072
$2,696
$2,886
$1,477
7. Average Annual Burden Before Receiving LIHEAP
14.9%
14.3%
15.6%
19.6%
20.9%
14.0%
8. Average Annual Burden After Receiving LIHEAP
12.7%
12.1%
13.5%
17.7%
8.1%
C. High Burden Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
2. Average Annual Household Income for High Burden Households
$6,940
$6,705
$7,134
$8,567
$8,747
$3,692
3. Average Annual Total LIHEAP Benefit per High Burden Household (including Heating, Cooling, Crisis, Supplemental Benefits)
$511
$506
$467
$823
$572
$664
6. Average Annual Total Residential Energy Bill for High Burden Households
$2,706
$2,692
$2,592
$3,276
$3,589
$1,873
7. Average Annual Burden Before Receiving LIHEAP for High Burden Households
39.0%
40.1%
36.3%
38.2%
41.0%
50.7%
8. Average Annual Burden After Receiving LIHEAP for High Burden Households
31.6%
32.6%
29.8%
28.6%
34.5%
32.7%
D. Benefit Targeting Index for High Burden Households:
176
181
172
126
127
107
E. Burden Reduction Targeting Index for High Burden Households:
125
122
138
104
102 84

11. V. ENERGY BURDEN TARGETING Bill Payment-Assisted Household Main Fuel
Topic 2 – Example State #2
V. ENERGY BURDEN TARGETING
Bill Payment-Assisted Household Main Fuel
All Households
Electricity
Natural Gas
Fuel Oil
Propane
Other Fuels
B. All Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
2. Average Annual Household Income
$15,924
$14,589
$16,185
$17,412
$15,965
$16,205
3. Average Annual Total LIHEAP Benefit per Household (including Heating, Cooling, Crisis, Supplemental Benefits)
$407
$493
$375
$790
$679
$627
6. Average Annual Total Residential Energy Bill
$2,023
$1,626
$2,061
$3,585
$3,562
$2,786
7. Average Annual Burden Before Receiving LIHEAP
12.7%
11.1%
20.6%
22.3%
17.2%
8. Average Annual Burden After Receiving LIHEAP
10.1%
7.8%
10.4%
16.1%
18.1%
13.3%
C. High Burden Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
2. Average Annual Household Income for High Burden Households
$7,663
$8,525
$7,404
$9,899
$8,408
$9,219
3. Average Annual Total LIHEAP Benefit per High Burden Household (including Heating, Cooling, Crisis, Supplemental Benefits)
$466
$559
$432
$902
$759
$670
6. Average Annual Total Residential Energy Bill for High Burden Households
$2,700
$2,537
$2,668
$4,804
$4,574
$3,634
7. Average Annual Burden Before Receiving LIHEAP for High Burden Households
35.2%
29.8%
36.0%
48.5%
54.4%
39.4%
8. Average Annual Burden After Receiving LIHEAP for High Burden Households
29.1%
23.2%
30.2%
45.4%
32.2%
D. Benefit Targeting Index for High Burden Households:
114
113
115
112
107
E. Burden Reduction Targeting Index for High Burden Households: 86 73 89 85 87 82

12. Topic 2 – Example State #2 (cont.)
V. ENERGY BURDEN TARGETING
Bill Payment-Assisted Household Main Fuel
All Households
Electricity
Natural Gas
Fuel Oil
Propane
Other Fuels
B. All Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
2. Average Annual Household Income
$15,924
$14,589
$16,185
$17,412
$15,965
$16,205
3. Average Annual Total LIHEAP Benefit per Household (including Heating, Cooling, Crisis, Supplemental Benefits)
$407
$493
$375
$790
$679
$627
6. Average Annual Total Residential Energy Bill
$2,023
$1,626
$2,061
$3,585
$3,562
$2,786
7. Average Annual Burden Before Receiving LIHEAP
12.7%
11.1%
20.6%
22.3%
17.2%
8. Average Annual Burden After Receiving LIHEAP
10.1%
7.8%
10.4%
16.1%
18.1%
13.3%
C. High Burden Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
2. Average Annual Household Income for High Burden Households
$7,663
$8,525
$7,404
$9,899
$8,408
$9,219
3. Average Annual Total LIHEAP Benefit per High Burden Household (including Heating, Cooling, Crisis, Supplemental Benefits)
$568
$669
$532
$1,002
$859
$770
6. Average Annual Total Residential Energy Bill for High Burden Households
$2,700
$2,537
$2,668
$4,804
$4,574
$3,634
7. Average Annual Burden Before Receiving LIHEAP for High Burden Households
35.2%
29.8%
36.0%
48.5%
54.4%
39.4%
8. Average Annual Burden After Receiving LIHEAP for High Burden Households
27.8%
21.9%
28.8%
38.4%
44.2%
31.1%
D. Benefit Targeting Index for High Burden Households:
139
136
142
127
123
E. Burden Reduction Targeting Index for High Burden Households:
105 87
110 95 99 94

13. Topic 2 –Burden Reduction Targeting Index
This measure tells us whether high energy burden households have a larger share of their energy bill paid with LIHEAP than average households.
= 100: High burden households had the same share of their home energy bill paid by LIHEAP as the average household.
< 100: High burden households had a smaller share of their home energy bill paid by LIHEAP than the average household.
> 100: High burden households had a larger share of their home energy bill paid by LIHEAP than the average household.

14. V. ENERGY BURDEN TARGETING Bill Payment-Assisted Household Main Fuel
Topic 2 – Example State #1
V. ENERGY BURDEN TARGETING
Bill Payment-Assisted Household Main Fuel
All Households
Electricity
Natural Gas
Fuel Oil
Propane
Other Fuels
B. All Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
2. Average Annual Household Income
$12,885
$12,665
$13,316
$13,769
$13,776
$10,569
3. Average Annual Total LIHEAP Benefit per Household (including Heating, Cooling, Crisis, Supplemental Benefits)
$291
$280
$271
$651
$452
$622
6. Average Annual Total Residential Energy Bill
$1,923
$1,816
$2,072
$2,696
$2,886
$1,477
7. Average Annual Burden Before Receiving LIHEAP
14.9%
14.3%
15.6%
19.6%
20.9%
14.0%
8. Average Annual Burden After Receiving LIHEAP
12.7%
12.1%
13.5%
17.7%
8.1%
C. High Burden Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
2. Average Annual Household Income for High Burden Households
$6,940
$6,705
$7,134
$8,567
$8,747
$3,692
3. Average Annual Total LIHEAP Benefit per High Burden Household (including Heating, Cooling, Crisis, Supplemental Benefits)
$511
$506
$467
$823
$572
$664
6. Average Annual Total Residential Energy Bill for High Burden Households
$2,706
$2,692
$2,592
$3,276
$3,589
$1,873
7. Average Annual Burden Before Receiving LIHEAP for High Burden Households
39.0%
40.1%
36.3%
38.2%
41.0%
50.7%
8. Average Annual Burden After Receiving LIHEAP for High Burden Households
31.6%
32.6%
29.8%
28.6%
34.5%
32.7%
D. Benefit Targeting Index for High Burden Households:
176
181
172
126
127
107
E. Burden Reduction Targeting Index for High Burden Households:
125
122
138
104
102 84

15. V. ENERGY BURDEN TARGETING Bill Payment-Assisted Household Main Fuel
Topic 2 – Example State #2
V. ENERGY BURDEN TARGETING
Bill Payment-Assisted Household Main Fuel
All Households
Electricity
Natural Gas
Fuel Oil
Propane
Other Fuels
B. All Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
2. Average Annual Household Income
$15,924
$14,589
$16,185
$17,412
$15,965
$16,205
3. Average Annual Total LIHEAP Benefit per Household (including Heating, Cooling, Crisis, Supplemental Benefits)
$407
$493
$375
$790
$679
$627
6. Average Annual Total Residential Energy Bill
$2,023
$1,626
$2,061
$3,585
$3,562
$2,786
7. Average Annual Burden Before Receiving LIHEAP
12.7%
11.1%
20.6%
22.3%
17.2%
8. Average Annual Burden After Receiving LIHEAP
10.1%
7.8%
10.4%
16.1%
18.1%
13.3%
C. High Burden Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
2. Average Annual Household Income for High Burden Households
$7,663
$8,525
$7,404
$9,899
$8,408
$9,219
3. Average Annual Total LIHEAP Benefit per High Burden Household (including Heating, Cooling, Crisis, Supplemental Benefits)
$466
$559
$432
$902
$759
$670
6. Average Annual Total Residential Energy Bill for High Burden Households
$2,700
$2,537
$2,668
$4,804
$4,574
$3,634
7. Average Annual Burden Before Receiving LIHEAP for High Burden Households
35.2%
29.8%
36.0%
48.5%
54.4%
39.4%
8. Average Annual Burden After Receiving LIHEAP for High Burden Households
29.1%
23.2%
30.2%
45.4%
32.2%
D. Benefit Targeting Index for High Burden Households:
114
113
115
112
107
E. Burden Reduction Targeting Index for High Burden Households: 86 73 89 85 87 82

16. Topic 2 – Example State #2 (cont.)
V. ENERGY BURDEN TARGETING
Bill Payment-Assisted Household Main Fuel
All Households
Electricity
Natural Gas
Fuel Oil
Propane
Other Fuels
B. All Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
2. Average Annual Household Income
$15,924
$14,589
$16,185
$17,412
$15,965
$16,205
3. Average Annual Total LIHEAP Benefit per Household (including Heating, Cooling, Crisis, Supplemental Benefits)
$407
$493
$375
$790
$679
$627
6. Average Annual Total Residential Energy Bill
$2,023
$1,626
$2,061
$3,585
$3,562
$2,786
7. Average Annual Burden Before Receiving LIHEAP
12.7%
11.1%
20.6%
22.3%
17.2%
8. Average Annual Burden After Receiving LIHEAP
10.1%
7.8%
10.4%
16.1%
18.1%
13.3%
C. High Burden Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
2. Average Annual Household Income for High Burden Households
$7,663
$8,525
$7,404
$9,899
$8,408
$9,219
3. Average Annual Total LIHEAP Benefit per High Burden Household (including Heating, Cooling, Crisis, Supplemental Benefits)
$568
$669
$532
$1,002
$859
$770
6. Average Annual Total Residential Energy Bill for High Burden Households
$2,700
$2,537
$2,668
$4,804
$4,574
$3,634
7. Average Annual Burden Before Receiving LIHEAP for High Burden Households
35.2%
29.8%
36.0%
48.5%
54.4%
39.4%
8. Average Annual Burden After Receiving LIHEAP for High Burden Households
27.8%
21.9%
28.8%
38.4%
44.2%
31.1%
D. Benefit Targeting Index for High Burden Households:
139
136
142
127
123
E. Burden Reduction Targeting Index for High Burden Households:
105 87
110 95 99 94

17. Topic 3 – Maintaining Energy Service
What do Performance Data tell us about the importance of LIHEAP in maintaining energy service?
Restoration of Home Energy Service due to bill payment issues or inoperable equipment in need of repair or replacement
Prevention of Loss of Home Energy Service due to bill payment issues or operable equipment in need of repair or replacement

18. Topic 3 – Example State #1 VI. RESTORATION OF HOME ENERGY SERVICE
Energy Source (where LIHEAP benefit was applied)
A. All Occurrences of LIHEAP Households that Had:
All Occurrences
Electricity
Natural Gas
Fuel Oil
Propane
Other Fuels
1. Energy Service Restored After Disconnection
981
797
184
2. Fuel Delivered to Home that Ran Out of Fuel 23 22 1
3. Repair/Replacement of Inoperable Home Energy Equipment 21 17 3
VII. PREVENTION OF LOSS OF HOME ENERGY SERVICE
1. Past Due Notice or Utility Disconnect Notice
11,406
9,199
2,207
2. Imminent Risk of Running out of Fuel
345
336 8
3. Repair/Replacement of Operable Equipment to Prevent Imminent Home Energy Loss

19. Prevented Service Loss
Topic 3 – Example State #1
What share of bill payment-assisted households did LIHEAP prevent or restore service loss?
Service loss was prevented or restored for 12,755 households experiencing bill payment issues, or 16% of the 79,178 households that received bill payment assistance in FY 2015.
Are there differences observed by fuel type to which the benefit was applied?
Fuel Type
Total
Restored Service Loss
Prevented Service Loss
Electricity
9,996 8%
92%
Natural Gas
2,391
Fuel Oil 1 0%
100%
Propane
358 6%
94%
Other Fuels 9
11%
89%

20. Topic 3 – Example State #2 VI. RESTORATION OF HOME ENERGY SERVICE
Energy Source (where LIHEAP benefit was applied)
A. All Occurrences of LIHEAP Households that Had:
All Occurrences
Electricity
Natural Gas
Fuel Oil
Propane
Other Fuels
1. Energy Service Restored After Disconnection
6,197
893
5,304
2. Fuel Delivered to Home that Ran Out of Fuel
10,481
9,709
480
292
3. Repair/Replacement of Inoperable Home Energy Equipment 56 19 35 2
VII. PREVENTION OF LOSS OF HOME ENERGY SERVICE
1. Past Due Notice or Utility Disconnect Notice
27,045
4,283
22,762
2. Imminent Risk of Running out of Fuel
5,774
5,197
408
169
3. Repair/Replacement of Operable Equipment to Prevent Imminent Home Energy Loss
7,572 53
2,079
5,207
216 17

21. Prevented Service Loss
Topic 3 – Example State #2
What share of bill payment-assisted households did LIHEAP prevent or restore service loss?
Service loss was prevented or restored for 49,497 households experiencing bill payment issues, or 27% of the 180,010 households that received bill payment assistance in FY 2015.
Are there differences observed by fuel type to which the benefit was applied?
Fuel Type
Total
Restored Service Loss
Prevented Service Loss
Electricity
5,176
17%
83%
Natural Gas
28,066
19%
81%
Fuel Oil
14,906
65%
35%
Propane
888
54%
46%
Other Fuels
461
63%
37%

22. Topic 4 – Targeting Benefits
How can Performance Data be used to help target benefits?
Scenario: The heating season was relatively warm and funds are available at the end of the program year. How can Performance Data be used to target supplemental benefits to recipients?
Is there an unmet need among lower income households?
Is there an unmet need among households with a particular fuel type?

23. V. ENERGY BURDEN TARGETING Bill Payment-Assisted Household Main Fuel
Topic 4 – Example
V. ENERGY BURDEN TARGETING
Bill Payment-Assisted Household Main Fuel
All Households
Electricity
Natural Gas
Fuel Oil
Propane
Other Fuels
A. Unduplicated Number of LIHEAP Bill Payment-Assisted Households
390,708
83,916
212,925
77,472
11,822
4,573
B. All Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
1. Unduplicated Number of Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
64,344
44,381
17,322
1,933
696 12
2. Average Annual Household Income
$12,885
$12,665
$13,316
$13,769
$13,776
$10,569
3. Average Annual Total LIHEAP Benefit per Household (including Heating, Cooling, Crisis, Supplemental Benefits)
$291
$280
$271
$651
$452
$622
6. Average Annual Total Residential Energy Bill
$1,923
$1,816
$2,072
$2,696
$2,886
$1,477
7. Average Annual Burden Before Receiving LIHEAP
14.9%
14.3%
15.6%
19.6%
20.9%
14.0%
8. Average Annual Burden After Receiving LIHEAP
12.7%
12.1%
13.5%
17.7%
8.1%
C. High Burden Households with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
1. Unduplicated Number of High Burden Households (Top 25%) with 12 Consecutive Months of Bill Data (Main Fuel and Electric)
16,087
10,694
4,392
730
268 3
2. Average Annual Household Income for High Burden Households
$6,940
$6,705
$7,134
$8,567
$8,747
$3,692
3. Average Annual Total LIHEAP Benefit per High Burden Household (including Heating, Cooling, Crisis, Supplemental Benefits)
$511
$506
$467
$823
$572
$664
6. Average Annual Total Residential Energy Bill for High Burden Households
$2,706
$2,692
$2,592
$3,276
$3,589
$1,873
7. Average Annual Burden Before Receiving LIHEAP for High Burden Households
39.0%
40.1%
36.3%
38.2%
41.0%
50.7%
8. Average Annual Burden After Receiving LIHEAP for High Burden Households
31.6%
32.6%
29.8%
28.6%
34.5%
32.7%

24. Contact Information
Kevin McGrath
APPRISE