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NJ SHARES Evaluation of 2011 Grants

NJ SHARES Evaluation of 2011 Grants. October 26, 2012. Evaluation Goals. Characterize 2011 NJ SHARES grant recipients Characterize 2011 NJ SHARES grants Examine good faith payments Analyze post-grant payment compliance. 2. Evaluation Components. Part 1 – NJ SHARES database analysis

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NJ SHARES Evaluation of 2011 Grants

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  1. NJ SHARES Evaluation of 2011 Grants October 26, 2012

  2. Evaluation Goals • Characterize 2011 NJ SHARES grant recipients • Characterize 2011 NJ SHARES grants • Examine good faith payments • Analyze post-grant payment compliance 2

  3. Evaluation Components • Part 1 – NJ SHARES database analysis • Characterizes grant recipients • Characterizes grants • Part 2 – Utility transaction data analysis • “Good Faith” Payment Analysis • Grant Coverage Analysis • Post-Grant Payment Compliance 3

  4. Evaluation Data • Data received from: • ACE • ETG • NJNG • PSE&G • RECO • SJG • JCP&L 4

  5. NJ SHARES Database AnalysisGrant Counts 5

  6. NJ SHARES Database AnalysisGrant Counts by Fuel Supplier 6

  7. NJ SHARES Database Analysis Grant Counts by Fuel Supplier 7

  8. NJ SHARES Database Analysis Grant Counts by Grant Type 8

  9. NJ SHARES Database Analysis Grant Counts by County 9

  10. NJ SHARES Database Analysis Grant Counts by Agency Type 10

  11. NJ SHARES Database Analysis Number of Years of Grant Receipt 11

  12. NJ SHARES Database Analysis Number of Household Members Contributing to Household Income 12

  13. NJ SHARES Database Analysis Household Income Sources 13

  14. NJ SHARES Database Analysis Annual Household Income 14

  15. NJ SHARES Database Analysis Household Poverty Level Note 1: As of January 23, 2009, income eligibility is capped at 400% of poverty. Note 2: LIHEAP eligibility is for fiscal years. 15

  16. NJ SHARES Database Analysis Household Composition Note: A household can be included in more than one category. 16

  17. NJ SHARES Database Analysis Agencies Focused on Seniors Agencies were identified as focused on seniors if they have the words “senior” or “independent living” in their name. 17

  18. NJ SHARES Database Analysis Agencies Focused on Seniors 18

  19. NJ SHARES Database Analysis Household Composition Note: “Single Parent” and “Elderly Only” households were identified using the age grouping variables, in the database not the variable “Category”. 19

  20. NJ SHARES Database Analysis Household Poverty Level 20

  21. NJ SHARES Database Analysis Household Poverty Level 21

  22. NJ SHARES Database Analysis Household Size 22

  23. NJ SHARES Database Analysis Main Heating Fuel 23

  24. NJ SHARES Database Analysis Recipient-Reported Bill Balance at Grant Application 24

  25. NJ SHARES Database Analysis Mean Reported Bill Balance at Grant Application 25

  26. NJ SHARES Database Analysis Reported Bill Balance at Grant Application 26

  27. NJ SHARES Database Analysis Collections Actions Pending at Application Note: Percentages may not sum to 100% because a household with grants for more than one utility may have two different collections actions. 27

  28. NJ SHARES Database Analysis Reason for Grant Application 28

  29. NJ SHARES Database Analysis Detailed 2011 Recipients’ “Other” Reasons for Grant Application • Household changes (spouse leaving or dying or a new baby) • No social security increase • College tuition • Not receiving child support/alimony • Mortgage or rent • Over income limit for LIHEAP • Car repairs 29

  30. NJ SHARES Database Analysis Grant Guidelines - Maximum Grant Amounts 30

  31. NJ SHARES Database Analysis Grant Amounts 31

  32. NJ SHARES Database Analysis Grant Amounts 32

  33. NJ SHARES Database Analysis % Receiving Max Grant Allowed 33

  34. NJ SHARES Database Analysis Mean Grant Amount By Utility 34

  35. PART 2Utility Data Analysis Methodology • Focused on Q1 2011 grant recipients • Transaction data from utilities • Files contain payments, charges, account balances • Analyzed: • Existence of “Good Faith Payment” • Grant coverage of pre-grant balances • Ratio of payments made to charges incurred at key intervals • Used Q1 2010 and Q1 2012 recipients as comparison groups 35

  36. Utility Data Analysis Sample Group Definitions 36

  37. Utility Data Analysis Sample Group Definitions 2010 2012 2011 Q1 2011 ANALYSIS PERIOD GRANT DATE GRANT DATE + 1 DAY Q1 2010 ANALYSIS PERIOD GRANT DATE + 1 DAY GRANT DATE + 1 YEAR + 1 DAY GRANT DATE Q1 2012 ANALYSIS PERIOD GRANT DATE – 1 DAY GRANT DATE 1 YEAR 37

  38. “Good Faith” Payment Analysis “Good Faith” Period Definition • The “Good Faith” payment period is defined as 90 days prior to intake through the day before the grant is applied to the account. • Only payments made by the customer are counted. “GOOD FAITH” PERIOD GRANT DATE INTAKE DATE – 90 DAYS INTAKE DATE GRANT DATE – 1 DAY 38

  39. “Good Faith” Payment AnalysisAttrition Analysis * An account was eligible for analysis if the NJ SHARES grant could be located in the utility transactions data, the utility-reported account balances did not conflict with the utility transactions data, and there were at least three months of pre-grant utility data. 39

  40. “Good Faith” Payment AnalysisPercent Making “Good Faith” Payment 40

  41. “Good Faith” Payment AnalysisPercent Making “Good Faith” Payment By Utility 41

  42. “Good Faith” Payment Analysis Amount of Good Faith Payments Made 42

  43. “Good Faith” Payment Analysis Amount of Good Faith Payments MadeBy Utility 43

  44. “Good Faith” Payment AnalysisAmount of Good Faith Payments Made By Poverty Level 44

  45. “Good Faith” Payment Analysis Number of Payments for Those Paying at Least $100 45

  46. Grant Coverage AnalysisAttrition Analysis * An account was eligible for analysis if the NJ SHARES grant could be located in the utility transactions data and the utility-reported account balances did not conflict with the utility transactions data. 46

  47. Grant Coverage AnalysisGrant Coverage 47

  48. Grant Coverage Analysis Grant Coverage By Utility 48

  49. Grant Coverage Analysis Grant Coverage By Grant Type 49

  50. Grant Coverage Analysis Grant Coverage By Main Heating Fuel 50

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