Agenda

1. Data Warehouse Review

2. Adding Performance Measures

a) Tier I

b) Tier II - Mandatory Performance Measures

c) Tier II and Tier III - Voluntary Performance Measures

3. Analytic Reports

4. Open Data

Tier I

• In 2013, APPRISE team mapped Tier I measures to

existing data

– Challenges with unduplicated counts. E.g. getting “all crisis”

from HHR “winter crisis” and “summer crisis”

– Lack of detail and consistency. E.g. HHR does not distinguish

equipment repair vs. replacement.

• Zoho prototype: grantees reported difficulty with

– More detailed unduplicated counts.

– Repair versus replacement.

– Energy education, leveraged resources, non-energy referrals

Tier I measures report with existing data

Proposed Measures for Testing Available

# any type of LIHEAP Assistance HHR

% of State Income eligible population who received LIHEAP Services (not including SNAP

Partnership)HHR/ACS

# LIHEAP Regular Heating Bill Payment Assistance (added April 2013 for testing) HHR

# LIHEAP Regular Cooling Bill Payment Assistance (added April 2013 for testing) HHR

# any LIHEAP Regular Bill Payment Assistance (Heating and Cooling) HHR a

# LIHEAP Winter/Year-Round Crisis Bill Payment Assistance (added April 2013 for testing) HHR

# LIHEAP Summer Crisis Bill Payment Assistance (added April 2013 for testing) HHR

# any LIHEAP Crisis Bill Payment Assistance (Winter/Year-Round and Summer) HHR b

# LIHEAP through SNAP Partnership Program HHR

# New Heating System using LIHEAP funds No

# New Cooling Equipment using LIHEAP funds No

# Heating System/Equip Repair using LIHEAP funds No

# Cooling Equipment Repair using LIHEAP funds No

Number of Homes Weatherized using LIHEAP funds HHR

# Energy education using LIHEAP funds No

# who Received Referrals for Other (Non-Energy) Services No

Resources Leveraged with LIHEAP (including federal and non-federal) No

Tier II mandatory measures

Measure Performance Measures Form

# HH where LIHEAP benefits prevented a potential home energy crisis 1. Past Due Notice or Utility Disconnect Notice

2. Imminent Risk of Running out of Fuel

3. Repair/Replacement of Operable Equipment to

Prevent Imminent Home Energy Loss

Unduplicated Count of Preventions of Loss of Home

Energy Service [OPTIONAL]

# HH where LIHEAP benefits restored home energy 1. Energy Service Restored After Disconnection

2. Fuel Delivered to Home that Ran Out of Fuel

3. Repair/Replacement of Inoperable Home Energy

Equipment

Unduplicated Count of Restorations of Home Energy

Service [OPTIONAL]

Avg. Primary Fuel Costs for LIHEAP Recipient Households LIHEAP overall and high burden Households' Avg. Main

Heating Fuel Bill

LIHEAP overall and high burden Households' Avg.

Electricity Bill

Avg. Income of those LIHEAP Recipient Households used in above

fuel cost calculation.

LIHEAP overall and high burden Households' Avg.

Household Income

Avg. LIHEAP Benefit provided to those households used in above fuel

cost calculation.

LIHEAP overall and high burden Households' Avg.

LIHEAP Benefit

Tier II measures not on new form

• Energy Savings from LIHEAP funded weatherization

measures.

• # of HH learned to use energy more efficiently after

energy education.

• # HH who benefit from home energy advocacy.

• # HH who benefit from leveraged resources

Voluntary measures

• Main Heating Usage

• Avg. Electricity Usage

• Number of LIHEAP Bill Payment-Assisted Households

that Use:

• Electricity as Supplemental Heating Fuel

• Wood as Supplemental Heating Fuel

• Other Supplemental Heating Fuel

• Central Air Conditioning

• Window/Wall A/C (including evaporative cooler)

Analytic report ideas

• Improve the reports we have

– Display maps by state and region

– Current vs. previous year

– Others?

Analytic report ideas

• Build a grantee analytics platform

– Create a tool to un-duplicate and anonymize

• Join disparate data sets (probablistic matching)

• Remove PII

• Add geocoding (census tract, zipcode)

– Do required calculations

• Unduplicated counts

• Average income, bill and burden

• Identify high burden HH and calculate stats for them

– Grantee level analytic reports (hot zones, metrics by census

tract)

– Ad hoc reports on barriers (a la HUDStat)

Analytic report ideas

• Others?

Open Data

• What is Open Data?

• Requirements and best practices

• Federal Open Data requirements

What is Open Data?

• Governments publishing datasets to public open data

portals.

– https://www.data.gov

– http://data.gov.uk/

– http://publicdata.eu

• Goes hand in hand with Performance Management Web

sites (VA Performs, )

What is Open Data?

• “Open” means publicly accessible, but also discoverable

to big/open data tools like CKAN, TalenD and Socrata.

What is Open Data?

• Government and public are building civic engagement

tools based on open data

– http://lookatcook.com

– http://www.chicagolobbyists.org/

Open Data Requirements and Best Practices

• Requirements

– Publicly accessible without registration

– Publish in human and machine readable format

• Best practices

– Human readable

• Visualization tools (tables, maps)

• Curated: provide overview, allow users to drill down, explain

data elements

• Should not require proprietary software (e.g. MS Office)

– Machine readable: should provide data as XML, JSON,KML

Federal Open Data Requirements

• Open data executive order (2013): Orders that open

and machine readable data be the new default for

government information

• DATA Act: Digital Accountability and Transparency Act

(2014)

– Common standards for financial data provided by all government

agencies

– Expands the amount of data that agencies must provide to the

government website, USASpending.

– Goal of the law is to improve the ability of Americans to track and

understand how the government is spending their tax dollars.

HHS Open Data Requirements

• HHS Open Government Plan: HHS currently implementing version 3 of Open Government Plan.

• Covers transparency; participation and collaboration; and flagship initiatives:

– 3.1 Administrative Approaches to Enhance Availability of Data: All Department data should be available in an open and machine readable format (JSON)

– 3.8 Digital services strategy:

• Research-based redesign

• Customer focused, plain language

• Mobile first

• Engage social media

– 5.2 Standardize grants lifecycle data: The DATA Act requires the full disclosure of federal funds and the use of common terms, formats and definitions for key financial data elements.