NJ SHARES Evaluation of 2008 Grants - PowerPoint PPT Presentation

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NJ SHARES Evaluation of 2008 Grants
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NJ SHARES Evaluation of 2008 Grants

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  1. NJ SHARES Evaluation of 2008 Grants October 19, 2009

  2. Evaluation Goals • Characterize 2008 NJ SHARES grant recipients • Characterize 2008 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 Components • Data received from: • ACE • ETG • NJNG • PSE&G • RECO • SJG 4

  5. NJ SHARES Database AnalysisGrant Counts by Fuel Supplier 5

  6. NJ SHARES Database Analysis Grant Counts by Grant Type 6

  7. NJ SHARES Database Analysis By County 7

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

  9. NJ SHARES Database Analysis Number of Years of Grant Receipt2005-2009 9

  10. NJ SHARES Database Analysis Number of Household Members Contributing to Household Income 10

  11. NJ SHARES Database Analysis Household Income Sources 11

  12. NJ SHARES Database Analysis Annual Household Income 12

  13. NJ SHARES Database Analysis Household Poverty Level 13

  14. NJ SHARES Database Analysis Household Composition Note: A household can be included in more than one category. 14

  15. 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”. 15

  16. NJ SHARES Database Analysis Household Poverty Level 16

  17. NJ SHARES Database Analysis Household Poverty Level 17

  18. NJ SHARES Database Analysis Household Size 18

  19. NJ SHARES Database Analysis Main Heating Fuel 19

  20. NJ SHARES Database Analysis Recipient-Reported Bill Balance at Grant Application 20

  21. NJ SHARES Database Analysis Reported Bill Balance at Grant Application 21

  22. NJ SHARES Database Analysis Mean Reported Bill Balance at Grant Application 22

  23. NJ SHARES Database Analysis Collections Actions Pending at Grant Application Note: Percentages may not sum to 100% because a household with grants for more than one utility may have two different collections actions. 23

  24. NJ SHARES Database Analysis Reason for Grant Application 24

  25. NJ SHARES Database Analysis Detailed 2008 Recipients’ “Other” Reasons for Grant Application • Household changes (spouse leaving or dying or a new baby in the home) • Car repairs • Mortgage, rent, or child support arrearages or increases • Over income limit for LIHEAP • Temporary financial crisis • Unexpected medical or dental expenses • Home repairs • Other bills (college tuition, taxes, lawyer fees) 25

  26. NJ SHARES Database Analysis Grant Guidelines - Maximum Grant Amounts 26

  27. NJ SHARES Database Analysis Grant Amounts 27

  28. NJ SHARES Database Analysis Grant Amounts 28

  29. NJ SHARES Database Analysis Mean Grant Amount By Utility 29

  30. PART 2Utility Data Analysis Methodology • Focused on Q1 2008 grant recipients • Transaction data from participating 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 2007 and Q1 2009 recipients as comparison groups 30

  31. Utility Data Analysis Sample Group Definitions 31

  32. Utility Data Analysis Sample Group Definitions 2007 2009 2008 Q1 2008 ANALYSIS PERIOD GRANT DATE GRANT DATE + 1 DAY Q1 2007 ANALYSIS PERIOD GRANT DATE + 1 DAY GRANT DATE + 1 YEAR + 1 DAY GRANT DATE Q1 2009 ANALYSIS PERIOD GRANT DATE – 1 DAY GRANT DATE 1 YEAR 32

  33. “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 33

  34. “Good Faith” Payment AnalysisAttrition Analysis * An account is eligible for analysis if we were able to find the NJ SHARES grant in the transaction data and if we were able to duplicate the utility-reported account balances. And we have at least three months of pre-grant data. 34

  35. “Good Faith” Payment AnalysisPercent Making “Good Faith” Payment 35

  36. “Good Faith” Payment AnalysisPercent Making “Good Faith” Payment By Utility 36

  37. “Good Faith” Payment Analysis Amount of Good Faith Payments Made 37

  38. “Good Faith” Payment Analysis Amount of Good Faith Payments MadeBy Utility 38

  39. “Good Faith” Payment AnalysisAmount of Good Faith Payments Made 39

  40. “Good Faith” Payment Analysis Number of Payments for Those Paying at Least $100 40

  41. Grant Coverage AnalysisAttrition Analysis * An account is eligible for analysis if we were able to find the NJ SHARES grant in the transaction data and if we were able to duplicate the utility-reported account balances. 41

  42. Grant Coverage AnalysisGrant Coverage 42

  43. Grant Coverage Analysis Grant Coverage By Utility 43

  44. Grant Coverage Analysis Grant Coverage By Grant Type 44

  45. Grant Coverage Analysis Grant Coverage By Main Heating Fuel 45

  46. Grant Coverage Analysis Grant Coverage Distribution 46

  47. Payment Compliance AnalysisAttrition Analysis * An account has usable data if it appears to have received the NJ SHARES grant and if we were able to duplicate the utility-reported account balances 47

  48. Payment Compliance Analysis Mean Percent of Bills Paid 48

  49. Payment Compliance Analysis Mean Percent of Bills Paid 49

  50. Payment Compliance Analysis Mean Percent of Bills PaidSame Accounts 50