A public utility shall be responsible for the ongoing reporting and evaluation of its LIURP, including compiling and reporting information requested by the Commission on an annual basis. At a minimum, the following data and analyses regarding its LIURP shall be provided:

1. (1) Actual LIURP production and spending data for the recently completed program year and projections for the current program year by February 28, consistent with § § 54.75 and 62.5 (relating to annual residential collection and universal service and energy conservation program reporting requirements).
2. (2) Universal service program data by April 1, consistent with § § 54.75 and 62.5.

3. (3) Statistical data on LIURP jobs completed in the preceding program year by April 30. The statistical data shall be filed at the public utility’s current USECP docket and include all of the following:

   1. (i) The number of LIURP jobs, including all of the following:

      1. (A) The number and type of dwelling.
      2. (B) The number of each job type completed.
      3. (C) The number of fuel-switching jobs.
      4. (D) The number of deferred dwellings and deferral reasons.
      5. (E) The number of inter-utility coordinated LIURP jobs.
      6. (F) The number of LIURP jobs coordinated with other weatherization programs.

   2. (ii) The total LIURP costs, including all of the following:

      1. (A) Material and labor costs of measures installed.
      2. (B) Administrative costs.
      3. (C) Inter-utility trainings.
      4. (D) Coordinated trainings and outreach.
      5. (E) Health and safety.
      6. (F) Incidental repairs.
      7. (G) Energy conservation education.

   3. (iii) Overall percentage of the following:

      1. (A) Energy usage reduction.
      2. (B) Energy usage reduction by job type.

   4. (iv) The total number and costs of the following:

      1. (A) CAP households served.
      2. (B) Special needs households served.

   5. (v) For each LIURP pilot program, include all of the following:

      1. (A) The budget and actual spending.
      2. (B) Number of jobs by job type.
      3. (C) Duration of the pilot.
      4. (D) Results of the pilot.
      5. (E) Measures implemented through the pilot.
   6. (vi) An explanation if more than 10% of the annual LIURP budget remains unspent.

   7. (vii) The total of all of the following:

      1. (A) Number of LIURP jobs that received a landlord contribution.
      2. (B) Aggregate dollar amount of all landlord contributions for the program year.

4. (4) Evaluation data and analysis of LIURP jobs by April 30, including periods covering pre-installation and post-installation of program measures ending in the preceding program year. The evaluation data and analysis shall be submitted in compliance with the reporting instructions provided to public utilities electronically by the Commission’s Bureau of Consumer Services each year and include the following information, broken out by job type:

   1. (i) Energy savings and load management impacts of program services.
   2. (ii) Changes in customer utility bills.
   3. (iii) Payment behavior and account balances.
   4. (iv) Household demographic data at the time of LIURP qualification.

Cross References

This section cited in 52 Pa. Code § 54.75 (relating to annual residential collection and universal service and energy conservation program reporting requirements); 52 Pa. Code § 58.8 (relating to tenant household eligibility); 52 Pa. Code § 58.12 (relating to incidental repairs and health and safety measures); and 52 Pa. Code § 62.5 (relating to annual residential collection and universal service and energy conservation program reporting requirements).