Summary of LIHEAP Reporting Requirements - PDF Document
This brief published by the LIHEAP Clearinghouse introduces the different forms that LIHEAP grant recipients 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 Grant Recipients 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 Grant Recipients use to complete and submit reports to the Office of Community Services (OCS).
Guide to Manage Grant Recipient 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.
Guide to Navigation and Report Submission/Revision in OLDC - PDF Document
This document uses both screenshots and written text to instruct users on how to navigate within OLDC as well as how to submit a new report, edit a report, and submit a revision to a previously submitted form.
How to Use the Clone Report Feature in OLDC - PDF Document
Cloning the Model Plan allows grant recipients 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.
Full List of State Model Plans
Follow this link to access the full list of State Model Plans on the LIHEAP Clearinghouse.
Information Memorandum on Guidelines for Optional Use in FY24 and Mandatory Use in FY25
The Information Memorandum linked here contains the HHS Poverty Guidelines and State Median Income (SMI) estimates that are for optional use in FY24 and mandatory use in FY25 in determining LIHEAP income eligibility criteria.
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.
LIHEAP Model Plan Training Webinar for States, Tribes, and Territories - April 23, 2024
Webinar Video [YouTube Video]
Quarterly Report Action Transmittal
Access the most recent communication with instructions for completing the Quarterly Report.
Quarterly Report Form - Excel Spreadsheet
Quarterly Report Form in an Excel Spreadsheet format that allows users to enter number in certain editable fields.
Quarterly Report Instructions - PDF Document
This document contains the instructions for completing the Quarterly Report.
Quarterly Report FAQ - PDF Document
This document provides answers to several frequently asked questions about the Quarterly Reports.
Check Before You Submit - PDF Document
This document provides a list of items to check in your four LIHEAP Quarterly Reports to ensure that you have reported accurate data.
LIHEAP Quarterly Reporting Training Webinar for States, Tribes, and Territories - February 13, 2024
- Webinar Video [YouTube Video]
Household Report Action Transmittal
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 2024 Household Report - Long Form.
Household Report Short Form Instructions - PDF Document
This document contains the instructions for completing the FY 2024 Household Report - Short Form .
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 2024 Household Report - Long Form - [October 31, 2024]
- Webinar Video [YouTube Video]
- Slide Deck [PDF]
Completing the FY 2024 Household Report - Short Form - [October 31, 2024]
- Webinar Video [YouTube Video]
- Slide Deck [PDF]
Information Memorandum on Guidelines for Optional Use in FY24 and Mandatory Use in FY25
The Information Memorandum linked here contains the HHS Poverty Guidelines and State Median Income (SMI) estimates that are for optional use in FY24 and mandatory use in FY25 in determining LIHEAP income eligibility criteria.
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 Grant Recipient Survey).
Performance Data Form Instructions - PDF Document
This document contains the instructions for completing the FY 2023 Performance Data Form, including Module 1 – the Grant Recipient Survey.
Example Report Template - 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.
Completing the FY 2024 LIHEAP Grant Recipient Survey (Module 1 of the Performance Data Form)
- Webinar Video [YouTube Video]
- Webinar Slides [PDF]
Information Memorandum on Guidelines for Optional Use in FY24 and Mandatory Use in FY25
The Information Memorandum linked here contains the HHS Poverty Guidelines and State Median Income (SMI) estimates that are for optional use in FY24 and mandatory use in FY25 in determining LIHEAP income eligibility criteria.
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 2023 Performance Data Form, including Module 2 – the Performance Measures.
Example Report Template - 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]
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 grant recipients 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.
Data Processing Instructions Sample for IT ~ PDF Document
This document provides step-by-step instructions for preparing the data necessary to complete Section V, Part B & C of the Performance Measures Report (Module 2). You can provide this document directly to your IT staff in order to assist them in pulling the necessary data from your database.
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 grant recipients 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 Instructions - PDF Document
This document contains the instructions for completing the FY2024 Carryover and Reallotment Report.
Check Before You Submit - PDF Document
This document provides a list of items to check in your annual LIHEAP Carryover & Reallotment Report to ensure that you have reported accurate data.
FY2022 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 Grant Recipients 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.