Summary of LIHEAP Reporting Requirements - PDF Document
This brief published by the LIHEAP Clearinghouse introduces the different forms that LIHEAP grantees need to complete each year.
Key Due Dates and Deadlines
The Office of Community Services (OCS) of the Administration for Children Families (ACF) has compiled a list of important deadlines that LIHEAP Grantees must meet each fiscal year. These include deadlines for reports, block grant applications, waiver requests, and other important submissions to OCS.
How Reports Fit Together - PDF Document
This brief published by the LIHEAP Clearinghouse explains the procedures followed to cross-validate data across the LIHEAP reports.
On-Line Data Collection (OLDC)
The Online Data Collection (OLDC) is the online system that LIHEAP Grantees use to complete and submit reports to the Office of Community Services (OCS).
Guide to Manage Grantee Accounts in OLDC - PDF Document
The OLDC Assignment Delegation User Guide was developed to assist users with the administrative roles of creating new users, assigning job types and report types, assigning additional roles, copying permissions, deleting users, and managing passwords for staff.
Navigation in OLDC Form Selection Screen - PDF Document
This document explains users how to Navigate OLDC to initialize a new form, edit an existing form, and submit a revision of a previously submitted form.
Report Submission Process in OLDC ~ pending
Instructions to Submit a Revision ~ pending
How to Use the Clone Report Feature in OLDC - PDF Document
Cloning the Model Plan allows grantees to modify only the sections of their Model Plan that require changes in the new fiscal year, and avoids the work of starting a new Model Plan from scratch.
Model Plan Action Transmittal
Access the most recent communication with instructions for completing the Model Plan.
LIHEAP Model Plan Reference Guide - PDF Document
This guide contains detailed information on how to complete each section of the LIHEAP Model Plan.
Creating a LIHEAP Model Plan Webinar - YouTube
This webinar presents information on how to complete the annual LIHEAP application in the On-line Data Collection System (OLDC).
How to Use the Clone Report Feature in OLDC - PDF Document
Cloning the Model Plan allows grantees to modify only the sections of their Model Plan that require changes in the new fiscal year, and avoids the work of starting a new Model Plan from scratch.
Full List of State Model Plans
Follow this link to access the full list of State Model Plans on the LIHEAP Clearinghouse.
Information Memorandum – HHS Poverty Guidelines
The Information Memorandum linked here contains the HHS Poverty Guidelines that are of optional use in FY 2020 and mandatory use in FY 2021.
Information Memorandum – State Median Income Estimates
The Information Memorandum linked here contains the SMI estimates that are of optional use in FY 2020 and mandatory use in FY 2021.
Access Prior HHS Poverty Guidelines and State Median Income Estimates
Consult older Information Memoranda containing the HHS Poverty Guidelines and State Median Income estimates used in previous years.
Quarterly Report Action Transmittal
Access the most recent communication with instructions for completing the Quarterly Report.
Dear Colleagues Letter
This document provides guidance on data collection and reporting for the Quarterly Report.
Quarterly Report Instructions - PDF Document
This document contains the instructions for completing the Quarterly Report.
LIHEAP Quarterly Reporting Training Webinar for States and Territories - April 4, 2022
- Webinar Video [YouTube Video]
Household Report Action Transmittal - PDF Document
Access the most recent communication with instructions for completing the Household Report.
Household Report Long Form Instructions - PDF Document
This document contains the instructions for completing the FY 2022 Household Report.
Check Before You Submit
This document provides a list of items to check in your annual Household Report to ensure that you have reported accurate data.
Completing the FY 2022 Household Report
- Webinar Video [YouTube Video]
- Slide Deck [PDF]
Information Memorandum – HHS Poverty Guidelines
The Information Memorandum linked here contains the HHS Poverty Guidelines that are of optional use in FY 2021 and mandatory use in FY 2022.
Information Memorandum – State Median Income Estimates
The Information Memorandum linked here contains the SMI estimates that were in effect at the beginning of FY 2021 are of optional use in FY 2021 and mandatory use in FY 2022.
Access HHS Poverty Guidelines and State Median Income Estimates From Other Years.
Consult Information Memoranda containing the HHS Poverty Guidelines and State Median Income estimates used in previous or more recent years.
Performance Data Form Action Transmittal
Access the most recent communication with instructions for completing Module 1 of the Performance Data Form (the Grantee Survey).
Performance Data Form Instructions - PDF Document
This document contains the insructions for completing the FY 2020 Performance Data Form, including Module 1 – the Grantee Survey.
Performance Data Form - Excel Spreadsheet
Performance Data Form in an Excel Spreadsheet format that allows users to enter numbers in certain editable fields.
Check Before You Submit - PDF Document
This document provides a list of items to check in Module 1 of your annual LIHEAP Performance Data Form to ensure that you have reported accurate data.
FY 2021 Performance Data Form — Detailed Overview of Module 1 and Module 2
- Webinar Video [YouTube Video]
- Slide Deck [PDF]
FY 2021 Performance Data Form — What's New for Module 1 (Grantee Survey)
- Webinar Video [YouTube Video]
- Webinar Slides [PDF]
Information Memorandum – HHS Poverty Guidelines
The Information Memorandum linked here contains the HHS Poverty Guidelines that are of optional use in FY 2020 and mandatory use in FY 2021.
Information Memorandum – State Median Income Estimates
The Information Memorandum linked here contains the SMI estimates that are of optional use in FY 2020 and mandatory use in FY 2021.
Access HHS Poverty Guidelines and State Median Income Estimates From Other Years.
Consult Information Memoranda containing the HHS Poverty Guidelines and State Median Income estimates used in previous or more recent years.
Performance Data Form Action Transmittal
Access the most recent communication with instructions for completing Module 2 of the Performance Data Form (the Performance Measures).
Performance Data Form Instructions - PDF Document
This document contains the instructions for completing the FY 2020 Performance Data Form, including Module 2 – the Performance Measures.
Performance Data Form - Excel Spreadsheet
Performance Data Form in an Excel Spreadsheet format that allows users to enter numbers in certain editable fields.
Check Before You Submit - PDF Document
This document provides a list of items to check in Module 2 of your annual LIHEAP Performance Data Form to ensure that you have reported accurate data.
FAQ
A webpage with answers to some frequently asked questions about Performance Measures reporting.
- Webinar Video [YouTube Video]
- Webinar Slide Deck [PDF Document]
- Webinar Video [YouTube Video]
- Webinar Slide Deck [PDF Document]
LIHEAP Performance Data Form – Calculations needed for Module 2 (Performance Measures) - PDF Document
This document provides a summary and examples of the calculations that are needed to report information in Module 2 of the Performance Data Form.
Calculator to Report Usage in Module 3 of the Performance Data Form. - Excel Spreadsheet
Energy usage is typically measured in different units for each fuel type. The purpose of this calculator is to help grantees convert energy usage data across all fuel types into the same common unit of millions of British thermal units (MMBtus) of source energy for reporting the usage information in Module 3 (Optional Measures) of the Performance Data Form.
Performance Measures Data Collection Guide - PDF Document
The LIHEAP Performance Measures Data Collection Guide provides an overview of the data items that must be collected, summarized, and reported by states and the District of Columbia in Module 2 of their annual LIHEAP Performance Data Form. In addition to the primary Guide, several supplements (below) provide more detail on specific issues related to data collection.
Client Waiver Supplement - PDF Document
Criteria for Determining At-Risk Clients Supplement - PDF Document
Criteria for Determining Service Restoration Supplement - PDF Document
Subgrantee Data Exchange Template Supplement - PDF Document
Energy Vendor Agreement Supplement
Energy Vendor Selection Supplement - PDF Document
Proposal for LIHEAP Performance Measures
Between 2008 and 2010, the Performance Measures Work Group (PMWG) developed a draft proposal for a LIHEAP performance measurement system. The draft proposal explains the need for performance measurement and the rationale behind the specific performance measures chosen to be included in the new performance measurement system.
Implementing LIHEAP Outcome Performance Measures – Action Transmittal
In 2010 the Office of Community Services (OCS) sent a communication informing LIHEAP grantees of the draft proposal prepared by the PMWG, and requesting volunteers to participate in a working group that would advise OCS on how the proposed performance measurement system should be implemented.
Background Documents and Materials
This link will allow you access early publications of the Performance Management Implementation Work Group (PMIWG).
Supporting Statement for Information Collection Approval – LIHEAP Performance Measures - WORD Document
This statement was submitted to OMB as part of the original Request of Information Collection for the LIHEAP Performance Measures. The document explains the purpose of this data collection effort and discusses the rationale behind it.
Carryover and Reallotment Report Action Transmittal
Access the most recent communication with instructions for completing the Carryover and Reallotment Report.
Carryover and Reallotment Report Instruction - PDF Document
This document contains the instructions for completing the FY 2022 Carryover and Reallotment Report.
FY 2022 Carryover and Reallotment Report: Overview and Reminders Webinar – November 8, 2022
- Webinar Video [YouTube Video]
- Slide Deck [PDF]
LIHEAP Financial Reporting Requirement for All LIHEAP Grantees Action Transmittal
Access the most recent communication with instructions for completing the Standard Form-425.
Standard Form 425 Blank Form Instructions - PDF Document
View the most recent instructions for completing the Standard Form-425.