1. Performance Measurement Report Pilot
Low Income Home Energy Assistance Program
Presentation by Heather Jones, Missouri’s LIHEAP Manager

2. Missouri’s LIHEAP Has two components:
Energy Assistance (EA): One-time heating payment.
Energy Crisis Intervention Program (ECIP) payments to resolve heating and cooling crisis.
Eligibility requirements for LIHEAP are based on income, household size, available resources and responsibility for payment of home energy costs.

3. Performance Measurement Report
Basic Data Elements
Total number of unduplicated assisted households by fuel type.
Household annual gross income by fuel type.
Average benefit amount by fuel type.
Households fuel is terminated by fuel type.
Households fuel is threatened to be disconnected/out by fuel type.
Households with inoperable equipment by fuel type.

4. Missouri’s Pilot
Missouri has two computer systems for LIHEAP, one for EA and the other for ECIP.
LIHEAP EA system includes primary/main supplier annual usage information.
Energy Burden was completed using EA information.
Restoration and prevention was completed using EA and ECIP systems.

6. Bill Payment-Assisted Household Main Fuel
PART I. ENERGY BURDEN
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
147,147
61,703
61,657
151
21,072
2,564
B. All Households with 12 months of Bill Data (Main Fuel and Electric)
1. Unduplicated Number of Households with 12 months of Bill Data (Main Fuel and Electric)
97,376
38,000
58,409 1
966
2. Average Annual Household Income
$11,181
$10,741
$11,446
$10,632
$12,480 $0
3. Average Annual Total LIHEAP Benefit per Household (Heating, Cooling, Crisis, Supplemental Benefits)
$269
$252
$258
$250
$363
4. Average Annual Main Heating Fuel Bill
$1,045
$1,440
$779
$522
$782
5. Average Annual Electricity Bill
6. Average Annual Total Residential Energy Bill
Auto-Calculated
7. Average Annual Burden Before Receiving LIHEAP
9.3%
13.4%
6.8%
4.9%
6.3%
8. Average Annual Burden After Receiving LIHEAP
6.9%
11.1%
4.6%
2.6%
3.4%
9. Average Percentage Point Change in Energy Burden
2.4%
2.3%
2.9%
10. Average Percentage Reduction in Energy Burden
25.7%
17.5%
33.1%
47.9%
46.4%
C. High Burden Households with 12 months of Bill Data (Main Fuel and Electric)
1. Unduplicated Number of High Burden Households (Top 25%) with 12 mos of Bill Data (Main Fuel and Electric)
24,344
16,027
8,155
161
2. Average Annual Household Income for High Burden Households
$6,642
$7,678
$4,618
$6,008
3. Average Annual Total LIHEAP Benefit per High Burden Household (Heating, Cooling, Crisis, Supplemental Benefits)
$261
$282
$398
4. Average Annual Main Heating Fuel Bill for High Burden Households
$1,381
$1,638
$871
$1,699
5. Average Annual Electricity Bill for High Burden Households
6. Average Annual Total Residential Energy Bill for High Burden Households
7. Average Annual Burden Before Receiving LIHEAP for High Burden Households
20.8%
21.3%
18.9%
28.3%
8. Average Annual Burden After Receiving LIHEAP for High Burden Households
16.7%
17.9%
12.8%
21.7%
9. Average Percentage Point Change in Energy Burden for High Burden Households
4.0%
6.1%
6.6%
10. Average Percentage Reduction in Energy Burden for High Burden Households
19.5%
15.9%
32.4%
23.4%
D. Benefit Targeting Index for High Burden Households:
100
104
109
110
E. Burden Reduction Targeting Index for High Burden Households: 76 91 98 50
PART II. RESTORATION OF HOME ENERGY SERVICE
Energy Source
A. Number of All LIHEAP-Assisted Households that Had:
1. Energy Service Restored After Disconnection
16,442
6,732
9,710
2. Fuel Delivered to Home that Ran Out of Fuel
1,267 12
1,200 55
3. Repair/Replacement of Inoperable Home Energy Equipment
731
655 65 6 5
PART III. PREVENTION OF LOSS OF HOME ENERGY SERVICE
1. Past Due Notice or Utility Disconnect Notice
70,769
58,637
12,132
2. Imminent Risk of Running out of Fuel
5,243 44
4,989
210
3. Repair/Replacement of Operable Equipment to Prevent Imminent Home Energy Loss 19 18

7. Pilot Findings
Fuel Oil is less than 1% of assisted households in Missouri.
Average Annual Residential Energy Bill does not include electric secondary information.
Usage information collected includes:
62% Electric
95% Natural Gas
5% Propane

8. Benefit Targeting Index and Benefit Reduction Targeting Index
Benefit Targeting Index for all households was 100 which indicates that high burden households receive the same average EA benefit ($269).
Burden Reduction Target Index shows high burden households burden was not reduced as much as all households (76).

9. Restoration and Prevention of Home Energy Services
Missouri assisted 18,440 households with restoration services.
Electric: 40%
Natural Gas: 53%
Propane: 7%
Missouri assisted 76,031 households with prevention services.
Electric: 77%
Natural Gas: 16%

10. Goals of the Performance Measurement Pilot
Feasibility Assessment
Missouri has EA data for primary heating source.
Will need to collect secondary electric data.
Technical Assistance
Data/Reports by fuel type.
Identification of system needs.
System integration between EA and ECIP.

11. Goals of the Performance Measurement Pilot
Value
Performance Measures identify the need to assess benefit amounts to target benefits to highest burden households.
Provide basis to track restoration and prevention.

12. Performance Measures – Montana (MT)
MT targets LIHEAP benefits to households based on the following factors – including options to give a slightly higher benefit to some seniors/disabled clients:
Fuel Type
Income
Family Size
Residence Size and location
Btus/HDD/square foot (i.e., heating characteristics) heating requirements for each dwelling type and fuel type

13. FY2012 Pre and Post Energy Burden by Poverty Level Ranges
MT provides more assistance to lower income clients. The goal is to have all LIHEAP clients at 6% Energy Burden after receiving LIHEAP.

14. Performance Measures Implementation Work Group Pilot Test Data - MT
MT collects data on about 80% of the LIHEAP clients from 4 of the major Natural Gas and Electric vendors.
MT uses a complex system that is part of their approved plan that allows them to estimate consumption data for clients on their primary fuel type.
The next slide shows our pilot data with only those cases in it where we had the primary consumption and the full previous 12 months electric consumption.

15. Performance Measures Implementation Work Group Pilot Test Data - MT

16. Performance Measures Implementation Work Group Pilot Test Data - MT
Average % Reduction in Energy Burden: % %
Average % Reduction in Energy Burden for High Energy Burden Households: % %
The pilot test:
Took approximately 15 hours to gather the data
We had to create some new database tables and set up processing for how we currently capture the consumption data to be used for this purpose.

17. Performance Measures Implementation Work Group Pilot Test Data - MT
Case Status
Case Count
Central Air
Window/Wall Air
Utility Past Due Notice
Less than 10% Fuel Remains
Utility Service Disconnected
No Fuel Left
Pending
449 20 36 59 16 9 10
Approved
20468
1836
5539
4636
2059
188
1017
Denied
1728 79
178
252 78 18 32
Closed
738 60
171
162 75 15 42
TOTAL
23383
1995
5924
5109
2228
230
1101
Current challenges include: Section II and Section III items
Processing/Plans for getting deliverable fuel consumption data
Montana added additional questions to their LIHEAP application for FY2014 to get data for Part II and Part III of the LIHEAP Performance Measures.

18. Performance Measures Implementation Work Group Pilot Test Data - MT
MT found the data in the LIHEAP performance measures report to be very useful and are creating a report in their LIHEAP system that allows them to run it at any time for any subset of the state.
The report will be accessible on demand by state staff and field workers.
MT is also working on options to get more data from deliverable fuel vendors.
Current challenges include:
Section II and Section III items
Processing/Plans for getting deliverable fuel consumption data

19. Performance Measurement Comparison Missouri vs. Montana
Missouri’s has the ability to report on prevention and restoration.
Missouri’s application and ECIP benefits are based on crisis information.
Montana has average electric billing information on secondary heating.
Montana benefits are targeting high burden households.

20. Performance Measures – Montana
If you have questions or would like to discuss our approach, please feel free to contact:
Marcia Lemon
Energy and Community Services Manager
Intergovernmental Human Services Bureau
Montana Department of Health and Human Services

21. Performance Measures - Missouri
Missouri’s LIHEAP information can be found on the following web site:
Heather Jones, LIHEAP Manager
Missouri Department of Social Services
Family Support Division