nj shares accountability plan jackie berger 2004 nffn june 7, 2004
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NJ SHARES ACCOUNTABILITY PLAN Jackie Berger 2004 NFFN June 7, 2004. Accountability Plan. Elements of the Plan Fiscal Integrity Operational Integrity Program Impact Partners NJ SHARES Agencies Utilities. Accountability Plan. Tools NJ SHARES agency visits Financial controls - PowerPoint PPT PresentationTRANSCRIPT
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NJ SHARESACCOUNTABILITY PLAN
Jackie Berger
2004 NFFNJune 7, 2004
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Accountability Plan
• Elements of the Plan– Fiscal Integrity– Operational Integrity– Program Impact
• Partners– NJ SHARES– Agencies– Utilities
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Accountability Plan
• Tools– NJ SHARES agency visits– Financial controls– Documentation of procedures– Board financial reports– Audit– Process evaluation– Client interviews– Analysis of NJ SHARES database– Client tracking system
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Client Tracking System
• Goals– To measure client payment behavior prior to
receiving grants– To measure the impact of NJ SHARES on
clients served by the program– To confirm that all grants are credited to
clients’ accounts– To measure the length of time between grant
application and credit to account
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Client Tracking System
• Data and Data Sources– Grant data
• Requirements: utility, grant amount, application date, award date, type of emergency
• Source: application/on-line system
– Demographic data• Requirements: annual income, single parent
household, number of children under 18, elderly, unemployed
• Source: application/on-line system
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Client Tracking System
• Data and Data Sources (continued)– Billing and payment data
• Requirements: dates and amounts billed, dates and amount paid, source of payment, date grant credited to account
• Source: utility billing and payment data
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Client Tracking System• Performance Measures
– Status prior to receiving services• Mean and median level of arrears prior to receiving
grant• Percent of households that made 0,1,2,and 3 (or more)
payments in the 3 months prior to receiving the grant• Mean and median number of payments in the 3 months
prior to receiving the grant• Percent of households that made at least $100 in
payments in the 3 months prior to receiving the grant• Mean and median amount of payments in the 3 months
prior to receiving the grant
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Client Tracking System
• Performance Measures (continued)– Status at 3 months, 6 months and 1 year after
grant• Percent of households with utility service
• Mean number of payments made
• Mean percentage of bills covered
• Mean level of arrears
• Mean change in arrears (since before grant)
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Client Tracking System
• Performance Measures (continued)– Utility performance
• Confirm that all grants have been credited to the customers’ accounts
• Mean and median length of time between application for grant and credit to account
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Client Tracking System
• Results– 2002: selected 10 clients and obtained data
from PSE&G– Service
• All clients for whom data were available had service 3 months, 6 months, and 1 year after grant was received
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Client Tracking System
• Results– Mean arrears:
• Prior to grant receipt: $771• 3 months after grant receipt: $245• 6 months after grant receipt: $239
– Mean percent of bills paid:• 3 months after grant receipt: 100%• 6 months after grant receipt: 99%• 1 year after grant receipt: 100%
– One year after grant receipt, all clients paid at least 87% of their bills
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Client Tracking System
• Results– 2003: 5 clients selected from each utility, data received from
SJG, NUI, RE, and PSE&G– Good faith payments
• Mean number of payments made in 3 months prior to grant: 3
• Mean $ of payments in 3 months prior to grant: $286• Percent of clients who did not meet requirements: 20%• Percent of clients who made no payments in 90 days prior
to grant: 10%
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Client Tracking System
• Results– Time to receive grant
• Mean number of days: 12– Mean arrears
• Prior to grant receipt: $694
• 3 months after grant receipt: $719
– Mean percent of bills paid:• 3 months after grant receipt: 92%
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Fiscal Integrity
• NJ SHARES Financial Controls– Purpose: certify that dollars are spent on
administration, service delivery, and grants– Tools: financial controls, Board financial
reports, audit
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Fiscal Integrity
• Agency Financial Controls– Purpose: certify that agencies are performing
the services for which they are paid– Tools: NJ SHARES agency visits, client
interviews, audit– Purpose: certify that agencies are not
fraudulently certifying ineligible households– Tools: audit
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Fiscal Integrity
• Utility Financial Controls– Purpose: certify that funds they receive are
being used to pay arrearages– Tools: client tracking system, client interviews
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Operational Integrity
• NJ SHARES– Purpose: confirm that NJ SHARES has a
documented set of operations procedures and is following those procedures
– Tools: documentation of procedures, process evaluation
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Operational Integrity
• Agencies– Purpose: develop minimum service delivery
requirements and confirm that agencies are following those procedures
– Tools: NJ SHARES agency visits, audit, process evaluation
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Operational Integrity
• Utilities– Purpose: develop a set of operations procedures
and confirm that utilities are following those procedures
– Tools:client tracking system
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Program Impact
• Targeting– Purpose: confirm that the participant
demographics are consistent with program targets
– Tools: analysis of NJ SHARES database
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Program Impact
• Commitment– Purpose: confirm that NJ SHARES recipients
meet the “program commitment” criteria– Tools: client tracking system
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Program Impact
• Tracking– Purpose: see if NJ SHARES has resolved the
utility payment problem for clients– Tools: client tracking system
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Program Impact
• Feedback– Purpose: interview a sample of program
participants to assess process and impact concerns
– Tools:client interviews