1. 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud Energy Vendor Chapter 3

2. FFY2015 EAP Annual Training August 13 & 14, 2014 2 Chapter 3 – Energy Vendors Topics  A look back at FFY14  Changes to Chapter & Agreement  Energy Vendor Monitoring  Reminders

3. FFY2015 EAP Annual Training August 13 & 14, 2014 3 Chapter 3 – Energy Vendors 1.Xcel$25,074,08166,351 2.CenterPoint$11,079,26633,979 3.MERC$4,941,77313,198 4.Federated Coops$2,942,6062,548 5.MN Power$2,144,7136,437 6.Ferrellgas$1,946,4521,935 7.Beltrami Elec Coop$1,673,8682,638 8.Otter Tail Power$1,640,5394,167 *Figures include both Primary Heat and Crisis payments to the energy vendor. FFY14 Highest Paid Energy Vendors & HHDs Served

4. FFY2015 EAP Annual Training August 13 & 14, 2014 4 Chapter 3 – Energy Vendors 9.Northern Star Coop$1,547,8451,362 10.Bemidji Coop$1,292,8901,153 11.Como Oil & LP Duluth$1,262,6251,044 12.Amerigas$1,211,6241,038 13.East Central Energy$1,132,1142,615 14.Fevig Oil & Propane$961,780695 15.Lake Country Power$956,1071,876 *Figures include both Primary Heat and Crisis payments to the energy vendor. FFY14 Highest Paid Energy Vendors & HHDs Served

5. FFY2015 EAP Annual Training August 13 & 14, 2014 5 Chapter 3 – Energy Vendors FFY14 HHDs Served by Fuel Type

6. FFY2015 EAP Annual Training August 13 & 14, 2014 6 Policies and Procedures Context: FFY15 Improvement Process  Joint Approach to Development w/SPs  Top energy vendors and associations  Energy vendor SMEs  DOC state staff and DOC leadership Chapter 3 – Energy Vendors

7. FFY2015 EAP Annual Training August 13 & 14, 2014 7 Chapter Improvements  Page 3, Clarification in Assignment of Payments Section : Clarified the household option to send 30% of a Primary Heat benefit to electric, to sending a portion of the Primary Heat benefit to electric. This clarification better reflects the policy in Chapter 6, Page 2.  Page 4, Addition to Ownership of Assistance section: Any service deposit paid with EAP funds is owned by the household and should be refunded by the energy vendor directly to a household that moves.  Page 6, The Assurance 16 section was rewritten. Chapter 3 – Energy Vendors

8. FFY2015 EAP Annual Training August 13 & 14, 2014 8 Chapter Improvements Continued  Page 7, Changes to Amount of Crisis Benefit section: For delivered fuels: $500 (“standard delivery amount”) minus any amount that would leave a credit on the household’s account. The benefit can pay for fuel, the current balance and fees.  Page 7, In Amount of Crisis Benefit section: the paragraph with instructions for delivered fuels with Crisis credits up to $10 was removed. Chapter 3 – Energy Vendors

9. FFY2015 EAP Annual Training August 13 & 14, 2014 9 Chapter Improvements Continued  Page 8, Addition to the Post-Delivery Verification Requirements section: New functionality has been added to allow energy vendors to enter delivery information directly in eHEAT.  Includes Energy Vendor instructions for entering post- delivery information in eHEAT.  Another option is for energy vendors to complete the Crisis Fuel Post Delivery Verification form (Appendix 3D). Chapter 3 – Energy Vendors

10. FFY2015 EAP Annual Training August 13 & 14, 2014 10 Instructions for entering Post-Delivery Information in eHEAT 1.To use eHEAT to submit post-delivery information following these steps: 2.Go to ‘ Client Services ’ menu > ‘ Delivery Confirmation Info ’ tab. 3.Select ‘ Requested ’ in the ‘ Delivery Info Status ’ field. 4.Click the ‘ Go ’ button. All households’ events needing post-delivery information will appear. 5.Click the radio button to the left of the specific household event. 6.Click the ‘ Enter Delivery Info ’ button. The ‘ Crisis Event Information’ screen will appear. 7.Enter actual post-delivery information in each field and then click the ‘ Submit ’ button. 8.A green status message above the household’s program information should show ‘ Event saved successfully ’. Chapter 3 – Energy Vendors

11. FFY2015 EAP Annual Training August 13 & 14, 2014 11 New appendix 3D Crisis Fuel Post-Delivery Information: This optional form may be used by energy vendors to provide details of a Crisis fuel delivery. However, it is preferred that the energy vendor submit post- delivery information in eHEAT.

12. FFY2015 EAP Annual Training August 13 & 14, 2014 12 Chapter Improvements Continued  Page 14, Addition to the Non-Discrimination section: Propane dealers must comply with Minn. Stat. §§216B.0992 - 0995.  Page 15, Addition to the Sharing EAP Private Data with Energy Vendors section: The MGDPA, under Minn. Stat. §13.055, subd.1. (d) states: “Unauthorized person” means any person who accesses government data without a work assignment that reasonably requires access, or regardless of the person's work assignment, for a purpose not described in the procedures required by section 13.05, subdivision 5.” Chapter 3 – Energy Vendors

13. FFY2015 EAP Annual Training August 13 & 14, 2014 13 Service Provider/Energy Vendor Agreement  Additions to section III The energy vendor will: #1: propane dealers are required to comply with the following: Price and Fee Disclosure, Budget Payment Plan, Propane Purchase Contracts, and Terms of Sale in Minn. Stat. §§216B.0992 -.0995 #3: Upon request provide a written price list #5: Energy vendors must timely provide energy information, including post-delivery information Chapter 3 – Energy Vendors

14. FFY2015 EAP Annual Training August 13 & 14, 2014 14 New appendix 3E Price List: New appendix 3E Price List: Upon request, energy vendors must provide a written price list (using this form or another acceptable format) for normal and customary services for home energy costs.

15. FFY2015 EAP Annual Training August 13 & 14, 2014 15 Monitoring Tools Development  JAD SMEs offered ideas for improvements and changes to the approach  New approach and redesigned tools to help balance the need for an auditing hat and trainer hat during monitoring  More work needed with Vendor SMEs Chapter 3 – Energy Vendors

16. FFY2015 EAP Annual Training August 13 & 14, 2014 16 Reminders  Signed Vendor Agreements  Non-Cooperative Vendors  Monitoring Results  2 Pay-As-You-Go Programs  Maintaining current energy vendor lists in eHEAT Chapter 3 – Energy Vendors

17. FFY2015 EAP Annual Training August 13 & 14, 2014 17 Reminders  Continue to build relationships and strengthen communication  Importance of Energy Vendor Training  Key areas for FFY15 energy vendor training:  50% SMI, 20% or less in tank, $500 Crisis Maximum  Crisis Standard Delivery Amount; can’t create a credit  Post-Delivery Information entry in eHEAT  Data Privacy  Strong Communication Chapter 3 – Energy Vendors