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Home Energy Assistance Program Evaluation

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Home Energy Assistance Program Evaluation Jackie Berger July 28, 2010 * * * * * * * * * * * * * * * * * * * * * * * * * * APPRISE * APPRISE Mission: APPRISE is a ... – PowerPoint PPT presentation

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Title: Home Energy Assistance Program Evaluation


1
Home Energy Assistance Program Evaluation
  • Jackie Berger
  • July 28, 2010

2
  • APPRISE

2
3
APPRISE
  • Mission APPRISE is a nonprofit research
    institute dedicated to collecting and analyzing
    data and information to assess and improve public
    programs
  • Focus Low-Income Energy Programs
  • Location Princeton, NJ

3
4
Research and Evaluation Experience
  • LIHEAP (Federal, NEADA, CO, WA)
  • REACH (VT, PA, NH, CO, OH, IL)
  • Energy Assistance Programs (NJ USF, PGW, PECO,
    PPL, Niagara Mohawk, IL PIPP, PG Energy, TW
    Phillips)
  • Hardship Funds (NJ SHARES, Energy Outreach CO, PA
    Utilities)

4
5
Research and Evaluation Experience
  • Energy Efficiency Programs (Ameren, CO, National
    WAP, NH WAP, NJ WAP, NJ Comfort Partners, Ohio
    EPP, PECO LIURP, PPL WRAP)
  • Other Residential and Commercial Energy
    Efficiency Programs (NJ RNC Baseline, NJ ENERGY
    STAR Homes, We Energies CI Programs)

5
6
  • NJ HEAP Evaluation

6
7
Research Goals
  • Assess the fiscal integrity of LIHEAP/USF.
  • Investigate level of service provided to
    low-income participants.
  • Determine opportunities for increased efficiency
    and/or effectiveness in program operations.

7
8
Complexity
  • Administrator Office of Home Energy Assistance
  • Intake 40 LIHEAP Sub Grantee Outreach Centers
    (30 agencies)
  • Nutrition Assistance Households also screened
  • Database Office of Information Technology
  • USF Implementation 7 utilities work with OIT on
    eligibility and benefit calculation
  • Crediting Customer Accounts 7 utilities work
    with OIT and OHEA to credit HEAP and USF to
    customer accounts

8
9
Research Tasks
  • OHEA Assessment
  • Agency Assessment
  • Develop Assessment Procedures
  • Implement Assessment
  • Report

9
10
  • OHEA Performance Assessment

10
11
OHEA Assessment Research Goals
  • Program responsibilities, performance standards,
    and reporting requirements
  • Program policies and procedures
  • Allocation of staff responsibilities
  • Investments in staff training
  • Other potential models

11
12
Assessment of LIHEAP Requirements
  • Review LIHEAP State Plan
  • Review other NJ LIHEAP documentation
  • Current NJ program design and implementation
  • Interview HHS LIHEAP Compliance Staff
  • LIHEAP grantee requirements
  • Interview DCA Management
  • NJ requirements for Federal grant programs

12
13
Assessment of USF Requirements
  • Review Memorandum of Understanding with BPU
  • Review other USF documentation
  • OHEA program administration requirements
  • Current USF program design and implementation
  • Interview BPU USF Manager
  • BPU expectations for USF management
  • Interview DCA Management
  • NJ requirements for state-funded programs

13
14
Implementation Status and Barriers
  • Interview LIHEAP/USF Program Staff
  • Status of each identified requirement
  • Barriers to accomplishing program requirement
  • Potential changes/improvements

14
15
Assessment of DCA Resources
  • Review Documents DCA organizational chart, OIT
    agreements, utility agreements, other partner
    agreements
  • Interview DCA Managers office/agency
    responsibilities and fulfillment of
    responsibilities
  • Interview DCA Staff roles and responsibilities,
    self-assessment, and resource sufficiency

15
16
Assessment of Partner Resources
  • Interviews to assess
  • Availability of resources
  • Staff time and skill level
  • Other resources needed
  • Barriers to meeting program requirements
  • Interviews
  • OIT Management
  • Utility Management (3)
  • CBO Management (3)

16
17
Identification of Best Practices
  • 3 LIHEAP Managers from other states with payment
    assistance program responsibility
  • Program management model
  • Number of staff and skills available
  • Data management system
  • Utility interface
  • Local program partner systems

17
18
OHEA Assessment Report
  • OHEA Performance Requirements
  • OHEAP Performance Assessment Indicators
  • Resource Requirements
  • Resource Gaps
  • Options and Recommendations

18
19
  • Agency Performance Assessment

19
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Agency Assessment Research Goals
  • Service delivery
  • Requirements
  • Policies and procedures
  • Performance
  • Best practices
  • Identification
  • System-wide implementation

20
21
Service Delivery Requirements
  • Client outreach
  • Client intake
  • Application processing
  • Benefit distribution
  • Client problem resolution

21
22
Agency Assessment Activities
  • Document Review
  • Data Review
  • Interview Review
  • Agency On-Site Assessment
  • LIHEAP Client Survey

22
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Document Review
  • LIHEAP plan
  • Responsibilities assigned to local agencies
  • Local agency contracts
  • Commitments made by local agencies
  • Other state LIHEAP director interview summaries
  • Responsibilities assigned to local agencies in
    other states

23
24
Data Review
  • Census data analysis
  • Geographic analysis of eligible clients
  • Agency statistics
  • Administrative costs
  • Service delivery statistics
  • Program statistics
  • Application approval rates
  • Grant approval time

24
25
Interview Review
  • Review DCA Interviews
  • Local agency responsibilities
  • Review CBO Interviews
  • Understanding of responsibilities
  • Approach to program implementation

25
26
LIHEAP Intake Agency On-Site Assessments
  • Agency interviews and observations
  • 15 agencies around the state
  • Assessment of resource requirements and staffing
  • 4 agency subset assessment of computer system
    capability and usability

26
27
LIHEAP Client Survey
  • Client perspective
  • Ease of application/enrollment
  • Barriers
  • Assistance and information provided
  • Satisfaction

27
28
Agency Assessment Report
  • LIHEAP/USF Service Delivery Requirements
  • LIHEAP/USF Agency Assessments
  • Application Distribution, Processing, and
    Verification
  • Computer System
  • Telephone System
  • Performance Measurement System

28
29
Contact
  • Jackie Berger
  • Director of Program Evaluation
  • APPRISE
  • 32 Nassau Street, Suite 200
  • Princeton, NJ 08542
  • 609-252-8009
  • jackie-berger_at_appriseinc.org

29
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