The LIHEAP Performance Measures are indicators of the impact that LIHEAP has on recipient households. These measures can also provide information that can help grantees identify areas of program change to increase the impact of LIHEAP on households with the highest energy needs.
Section 2610(b)(2) of the LIHEAP statute requires the Department of Health and Human Services to report this information to Congress:
"The secretary shall, no later than June 30 of each fiscal year, submit a report to the Congress containing a detailed compilation of the data under subsection (a) with respect to the prior fiscal year, and a report that describes for the prior fiscal year the impact of each State's program on recipient and eligible households."
The four LIHEAP Performance Measures are:
- Benefit Targeting Index: The LIHEAP Benefit Targeting Index tells you whether, on average, the households with the highest energy needs are the ones that get the highest benefits.
- Burden Reduction Targeting Index: The LIHEAP Burden Reduction Targeting Index tells you whether, on average, the households with the highest energy needs are the ones that have the largest share of their bill reduced.
- Restoration of Home Energy Service: The Restoration of Home Energy Service Performance Measure tells you the number of times households lost energy service and had it restored by LIHEAP.
- Prevention of Loss of Home Energy Service: The Prevention of Loss of Home Energy Service Performance Measure tells you the number of times households would have lost energy service had they not received LIHEAP assistance.
The LIHEAP Performance Measures data are reported in module 2 of each grantee's annual LIHEAP Performance Data Form. As of FY 2016, reporting the Performance Measures data is required for all 50 state grantees and the District of Columbia.
Data must be reported each year for the previous Federal Fiscal Year (October 1 to September 30).
The following resources provide additional information on the Performance Measures reporting requirements:
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Forms and Instructions
Instructions to complete the Performance Data Form and resources to help verify data calculations. -
LIHEAP Action Transmittals
The Division of Energy Assistance issues Action Transmittals to communicate actions that LIHEAP grantees need to take concerning the program. -
Performance Management Webinars
View Webinars for more information about reporting Performance Measures. -
LIHEAP Report Training Webinars
View webinars regarding requirements for the annual LIHEAP reports. For the most current Performance Measures guidance, look for the most recently published webinar regarding Module 2 of the LIHEAP Performance Data Form.
Performance Measures data must be collected accurately in order to make a realistic assessment of your state's LIHEAP program. The following data are needed to accurately report your Performance Measures data.
- Client Information: This includes information on a client's main heating fuel type and their annual household income.
- LIHEAP Benefit: This is the total amount of LIHEAP Bill-Payment Assistance a client receives.
- Expenditure Data: This is the total amount a client spends for their main heating fuel bill and electric bill.
- Restoration Data: This provides information on the number of times LIHEAP restored service to clients who were unable to heat or cool their homes.
- Prevention Data: This provides information on the number of times LIHEAP prevented clients from losing home energy service.
Performance Measures Data Collection Guide - PDF Document
This guide provides more detailed instruction on how to accurately collect your Performance Measure data.
APPRISE has developed several resources and tools to help grantees report and understand their Performance Measures.
Check before You Submit Document - 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.
Performance Measures Data Collection Guide & Supplements - 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 provide more detail on specific issues related to data collection.
LIHEAP Report Training Webinars
This page of the Performance Management Website provides links to recorded training webinars (via YouTube) and slide decks for completing the annual LIHEAP reports. For the most current Performance Measures guidance, look for the most recently published webinar regarding Module 2 of the LIHEAP Performance Data Form.
Performance Management Webinars
This page of the Performance Management Website provides links to recorded training webinars (via YouTube) and slide decks related to general Performance Management practices.
Next Steps Tool for LIHEAP Targeting – An Interactive Tool for Examining Performance Measures Data - Login Required*
This interactive webtool is designed to help you better understand your performance measures data, compare your performance measures data to other grant recipients, and identify ways to potential improve your program’s performance.