Oregon's REACH Grant
Prepared by Kevin Nehilla, REACH Coordinator
Allocation: 1996, $1.6 million, including $100,000
for energy efficiency education
PROGRAM AREAS
1. GOALS AND ASSUMPTIONS
A. General goals
Assist low-income Oregon households to develop resource management
skills that lead to:
1. Reduced energy consumption
2. Ability to remain current in fuel bill payments
3. Reduce home heating or cooling costs
4. Eliminate health and safety risks to family members
Develop a home energy assistance program that is an access
point to a complex of services which assist low-income Oregonians
to move toward self-sufficiency.
Create a family stabilization and self-sufficiency model that
is replicable in a variety of demographic and community settings.
B. Project Assumptions
An effective energy assistance program should coordinate services
and resources to enable low-income families to better manage their
energy costs, ensure that the LIHEAP payment offsets actual energy
cost rather than the arrearage and benefit home energy suppliers
by reducing arrearages.
Programs that combine services and resources are mom effective
in achieving long term results than programs that am not coordinated
with services of related programs. A resource management plan
that is based on the needs of an individual household and involves
household members in its development can identify the specific
type of intervention which will best address family members' needs
and establish strategies to address those needs. Those programs
will provide family members with a coordinated cluster of services
and intervening activities that will enable the household to better
manage resources, reduce energy consumption, and eliminate energy
arrearages.
Low-income households need education and weatherization activities
in addition to a LIHEAP payment in order to reduce or end reliance
on LIHEAP assistance.
Each year approximately 30,000 Oregonians receive LIHEAP energy
assistance payments that do nothing to reduce the economic impact
of increased winter energy costs related to heating because funds
are used to buy down accumulated arrearages. Low-income households
with arrearage or high energy burdens are most in need of having
their home energy cost reduced through combined intervention of
energy education, home energy assessment which identifies low-cost/no-cost
weatherization activities, and
if appropriate, comprehensive weatherization of the home. Reduction
of home energy cost is one way to reduce the energy burden of
the household and provide a long-term solution to high-energy
burden.
II. DESIGN
A. Project Structure and Services
The REACH project was based on the belief that an effective energy
assistance program should coordinate services and resources to
enable low-income families to better manage their energy costs.
This should increase the likelihood that the LIHEAP payment will
offset actual energy costs, rather than arrearages alone. It is
well established that low-income households need education and
weatherization activities in addition to a LIHEAP payment in order
to reduce or end reliance on LIHEAP assistance.
The program was also structured on the needs of individual households.
In this way family needs were identified and specific strategies
were developed to address them. The program was designed to provide
family members with a coordinated cluster of services and intervening
activities to enable the household to better manage resources,
reduce energy consumption, and eliminate energy arrearages. It
is also important to point out that not all of these services
were offered to each household. Rather the REACH Educator negotiated
their delivery separately with each client based on a joint determination
of household need and service availability in the community.
The program was delivered by twelve community based organization.
Services and benefits included co-payments on utility bills, energy
education, residential repair and weatherization assistance. In
addition, family services related to budget management, payment
plans, and case management were provided. The specific activities
that were delivered in this project are listed in section 2B.
Local agencies sought to leverage resources for REACH operations
and negotiate with energy suppliers to develop payment plans for
reducing arrearages of REACH participants.
B. Specific REACH Activities
1 . LIHEAP intakes completed & used to identify eligible
REACH participants
2. Identification of participant pool
3. Potential REACH participants complete an initial energy education
orientation
4. Marketing of REACH program
5. Notification and recruitment of participants
6. Final selection of program participants
7. CAA/CBO Weatherization will conduct assessment of the physical
dwelling and heat system
8. Create the REACH action plan for the household
9. Complete a referral for home weatherization or heat system
repair if necessary
10. Work will all household members to complete the action plan
11. REACH Coordinator will facilitate participant negotiations
with the energy vendor or vendors to reduce arrearage or arrearages
12. Explore alternative payment procedures
13. Discuss budget counseling for the household
14. If weatherization is needed, conduct a computerized WEXOR
audit of dwelling to determine the cost effective measures to
be installed
15. Referrals to CAA/CBO family stabilization and self-reliance
programs
16. Schedule follow-up contacts with the participants
17. The participant will evaluate the program when the Action
Plan is completed
III. EVALUATION
A. Current Data Collection Processes
A large number of instruments were developed for administering
and evaluating REACH. We approached the development of these tools
with three objectives:
1. To provide complete and useful information to those delivering
the program;
2. To obtain reliable data required for evaluating the project;
3. To make the data collection process as unobtrusive as possible.
We also feel that since the Oregon REACH program is predicated
on the value of a package of comprehensive services and carefully
monitored items negotiated with clients, it would be useful to
provide a central record of client centered activities. It was
for this reason that we developed the Client Narrative Form.
We might also note that the inclusion of a control group is one
of the distinctive features of the Oregon REACH evaluation. Subjects
for this group were drawn from each agencies pool of LIHEAP recipients
who did not participate in Reach. In Oregon the procedure for
collecting such data has always required the client to sign a
release form to allow the agency to access their utility records.
As a result we obtained full consent from each subject in the
control group to collect their utility, energy and billing records.
The information employed in monitoring and evaluating the REACH
program was drawn from several sources. Section 3B lists the principal
forms and assessment tools developed for this purpose. They are
currently on file in the Office of Community Services, Department
of Health and Human Services and included in the Appendix of the
final report of the Oregon REACH program.
B. REACH Protocols
1. LIHEAP intake form
2. Client signed contact letter and utility release form
3. Dwelling assessment form
4. Energy action plan
5. REACH action plan
6. REACH client narrative
7. REACH client intake assessment
8. REACH client energy/billing history
9. REACH client activity summary
10. Client Program Completion Review
11. Client Feedback Survey
12. Staff Feedback Survey
IV. PROGRAM LESSONS
Once the project was underway, changes and/or modification were
made in both program activities and assessment procedures. With
respect to the latter, some forms were changed or dropped because
of their redundancy or because more specific information was required
for the evaluation. In addition, to obtain a higher percentage
of returned forms, it was decided to complete the client feedback
forms, while the six-month follow-up was eliminated. As an incentive
to encourage completion of the client feedback forms, $20 was
added from the discontinued six-month follow-up phone call. The
majority of CBO's felt that the needs of their clients would be
met after the three-month follow-up phone call and that all discretionary
funds would be exhausted by then. Finally, it was decided to eliminate
the REACH action plan form, since the same information is captured
on the client narrative.
With respect to program activities, several items were added,
once it was underway. Discretionary funds were not only utilized
for arrearages and co-payments. But also for replacement of water
heaters, furnaces, electronic thermostats, CO detectors and heating
repairs (up to $100). These changes were made in response to CBO
request to better meet their clients needs. Because of their cash
flow difficulties, CBO's were allowed to apply for start-up costs.
In addition, the energy burden required for enrollment in the
REACH program was lowered from 20 to 15%. This was instituted
once it became clear that the majority of clients had lower energy
burdens. It was observed that some individuals did not spend all
of their discretionary payments, while others needed more because
of a crisis situation. Instead of allocating $250 of discretionary
payments per household, it was decided to make the average payment
across all clients $250.
There is not doubt that the dedication of the REACH coordinators
has been the major factor responsible for facilitating the program
goals. They are committed to providing an access point to the
complex of services and assistance provided by the REACH project.
They have also made excellent suggestions for improving the program
so they are able to respond more effectively to client needs.
On the other hand, there have been barriers that have impeded
to some extent the delivery of some components of the program.
The project began somewhat later than originally planned. In addition,
the REACH coordinator was hired just a short time before the important
initial statewide meeting. Further, because REACH agents are also
responsible for administering the state Low Income Energy Assistance
Program (LIEAP), they have been unable to devote as much time
to REACH as might otherwise be desired.
Funding limitations made it impossible to weatherize all households
that needed it. Indeed, the housing conditions of some REACH clients
are considered substandard for weatherization. Even when it has
been possible to weatherize a home, we have observed, with distressing
frequency, that clients are likely to drop out of the program.
They do so on the assumption that they have achieved all that
is requited to reduce their energy costs. As a result, they do
not receive the full benefits of the program.
Other barriers have included the difficulty of contacting some
individuals for follow-up interviews, because their phones have
been disconnected. In addition, agents report that clients are
not always at home when a dwelling assessment or visit has been
scheduled. Finally, some households who have received utility
fuel funds are not eligible for the LIEAP program and thus, lack
one of the requisites for participating in REACH.
Page Last Updated: December 7, 2005
