LIHEAP Performance Data Form for federal Fiscal Year 2025 (FY25)

Publication Date: January 27, 2026

Low Income Home Energy Assistance Program

Action Transmittal

AT#: LIHEAP-AT-2026-05

DATE: January 27, 2026

TO: Low Income Home Energy Assistance Program (LIHEAP) Grant Recipients

SUBJECT: LIHEAP Performance Data Form for federal Fiscal Year 2025 (FY25)

ATTACHMENT(S): Instructions for the LIHEAP Performance Data Form

PURPOSE:

  1. To advise state LIHEAP grant recipients and the District of Columbia that the deadline for submitting the LIHEAP Performance Data Form (LPDF) for federal Fiscal Year 2025 (FY25), the period of October 1, 2024, to September 30, 2025, is January 31, 2026.
  2. To advise that the LPDF for FY25 must be submitted to OCS using the Online Data Collection (OLDC) system (or alternate system as directed). Online Data Collection (OLDC) system  .
  3. To advise state LIHEAP grant recipients and the District of Columbia that the only substantive change to the LPDF is the exclusion of supplemental funds from sources other than the Infrastructure Investment and Jobs Act (IIJA) either by hiding or locking the items related to unavailable funds or by calling for the exclusion of those funds in the instructions.
  4. To advise state LIHEAP grant recipients and the District of Columbia that OCS has pre-populated information in Module 1 (the Grant Recipient Survey). All fields in Section III Estimated Sources of LIHEAP Funds are pre-populated or auto calculated based on OCS records. Grant recipients should review the pre-populated values to verify they are correct.
  5. To provide state LIHEAP grant recipients and the District of Columbia with resources to assist with completing the FY25 LPDF, including the instructions document, key reporting tips, and reporting reminders.

BACKGROUND:

The LIHEAP Performance Data Form is an annual report in response to Section 2610(b) of the LIHEAP statute (42 U.S.C. § 8629(b)), which requires the Secretary of the U.S. Department of Health and Human Services (HHS) to submit, no later than June 30 of each FY, a report to Congress on LIHEAP for the prior FY.

The LIHEAP Performance Data Form for FY25 consists of five sections in three modules:

  • Module 1 (Grant Recipient Survey)
  • Modules 2 (LIHEAP Performance Measures [Consists of Modules 2A, 2B, and 2C])
  • Module 3 (Optional Performance Measures)

Module 1 (Grant Recipient Survey) collects LIHEAP data on sources and uses of funds and average benefits for each type of LIHEAP assistance provided in FY25. All state LIHEAP grant recipients and the District of Columbia are required to complete this module

Modules 2 (Performance Measures) collect LIHEAP data on energy burden targeting, the restoration of home energy service, and the prevention of loss of home energy service during FY25. All state LIHEAP grant recipients and the District of Columbia are required to complete modules 2A, 2B, and 2C.

Module 3 (Optional Performance Measures) allows state LIHEAP grant recipients and the District of Columbia to voluntarily report additional LIHEAP data on energy burden targeting, the restoration of home energy service, and the prevention of loss of home energy service during FY25. Module 3 is optional.

Please note that Indian tribes, tribal organizations, and territories do not complete this form.

CONTENT:

FORM RENEWAL

The LIHEAP Performance Data Form (LPDF) expires June 30, 2028.

SUBSTANTIVE CHANGES TO FY25 REPORTING 

  1. Module 1: The Maximum annual dollar income for a four-person household column is no longer required. Grant recipients can leave this field blank.
  2. Module 1 Part B Other non-administrative costs (i.e., non-admin IT system enhancements)--non-supplemental funds . Grant recipients should report the dollar amount of non-supplemental funds (if any) obligated for non-admin IT system enhancements in the notes section of the report with an explanation. This information is collected and documented for the Report to Congress and generally applies to a subset of states each year.
  3. Module 1 Part K Other non-administrative costs (i.e., non-admin IT system enhancements) IIJA . Grant recipients should report the dollar amount of IIJA funds (if any) obligated for non-admin IT system enhancements in the notes section of the report with an explanation. This information is collected and documented for the Report to Congress and generally applies to a subset of states each year.

SUBMISSION INSTRUCTIONS

  • Each state LIHEAP grant recipient and the District of Columbia will need to enter their final report information into their specific location in OLDC by January 31, 2026. Pre-populated information will be entered into OLDC for funds available during FY25. Any such recipient that has questions about accessing OLDC should contact its regional LIHEAP liaison.
  • Once the recipient s LPDF for FY25 has been submitted, OCS contractor, APPRISE Incorporated (APPRISE), will review the report, notify the recipient of any reporting questions, and assist with resolving any potential reporting issues. Each state LIHEAP grant recipient and the District of Columbia will be notified to confirm the completeness of its report.

KEY REPORTING TIPS

Please review the following reporting tips as they will enhance the quality and timeliness of submitting and finalizing reported LIHEAP data:

  • Cross check for consistency. Check that the types of LIHEAP assistance reported on the LIHEAP Household Report and the LPDF are consistent with each other. Also, the types of LIHEAP assistance provided in FY25 need to be consistent with what is indicated in your state s LIHEAP Model plan for FY25, with all amendments included. Amounts of unobligated funds that you carried over to the next FY in the LPDF should match the equivalent amounts on your FY25 Carryover and Reallotment Report and your FY25 Federal Financial Reports (SF-425s).
  • Use the Notes section. Clarify data in the Notes section of the form to explain why there may be missing or incomplete data and what is being done to rectify the problem(s).

IMPORTANT REMINDERS FOR REPORT SUBMITTERS

  • "Uses of Funds" represents your obligation of federal LIHEAP funds, not expenditure of federal LIHEAP funds. In some cases, obligated funds are not actually expended until after the end of the fiscal year.
  • The total Sources of All Funds (shown in Item 15 of Section III of Module 1) must equal the total Uses of All Funds (shown in Item 49 of Section IV of Module 1).
  • Exclude the U.S. Department of Energy s Weatherization Assistance Program funds in reporting on obligated federal LIHEAP weatherization funds, if any, in Section IV of the form.
  • Report on all federal LIHEAP funds used to provide "other LIHEAP assistance." For the most part, this would include "other crisis assistance" to provide furnace or air conditioner repairs or replacements.
  • Report on all federal LIHEAP funds obligated for "Other Permitted Uses of LIHEAP Funds." This includes Supplemental Nutrition Assistance Program (SNAP) households that were provided with nominal non-crisis LIHEAP payment.
  • OCS has pre-populated the Sources of Funds figures in Section III. Make sure that the figures on these items agree with those of your records. Items 5 and 12 of Section III are editable and can be updated by you, but all other items are locked from editing. Please review the instructions for further guidance on pre-populated data.
  • The data reported in Modules 2 (Performance Measures) should include households assisted with federal LIHEAP funds. The Average Annual Total LIHEAP Benefit per Household amounts in Parts V of Modules 2 should reflect all LIHEAP bill payment assistance benefits.

AVAILABLE TECHNICAL ASSISTANCE:

OCS has contracted with APPRISE to assist state LIHEAP grant recipients and the District of Columbia in completing their LPDFs for FY25. APPRISE will contact these recipients, if necessary, to correct data errors or missing data identified in their reports. The goal of the technical assistance available from our office and our contractor, APPRISE, is to assist grant recipients with identifying and resolving issues to facilitate successful and timely submission of reports.

Grant recipients requiring assistance to complete their report should contact their regional LIHEAP liaison and APPRISE as soon as possible.

SUBMISSION TO:

The deadline for all grant recipients to submit their preliminary LIHEAP Data Performance Report for FFY25 in OLDC is January 31, 2026.

Extensions may be granted only if requested in writing before the deadline(s). Requests should be sent to LIHEAP@ACF.HHS.GOV.

The report forms are available via OLDC in Grant Solutions. Don't have a GrantSolutions account? Request new user account. For technology challenges with OLDC, please reach out to help@grantsolutions.gov.

Thank you for your attention to these matters. OCS looks forward to continuing to provide high-quality services to OCS partners.

/s/
Janelle George
Acting Director
Office of Community Services