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HomeMy WebLinkAbout962382.tiff STATE OF COLORADO OFFICE OF ENERGY CONSERVATION F�/pFpo<py 1675 Broadway Suite 1300 q p Denver,Colorado 80202.4613 Phone(303)620-4292 'rave' FAX(303)620-4288 Roy Romer ...5overnor Jade Buchanan December 20, 1996 Director Dear Coloradan: Attached is the final decision document for the restructuring of the Weatherization 1 Program in Colorado. Also attached is a compilation of all comments and questions received during the final comment period, along with responses where appropriate. With= these documents,we end the decision-making phase of this restructuring process. As you will see, our final decision is that, beginning with the new fiscal year on July 1, 1997, the Weatherization Program in Colorado will be administered through subgrantees in ten territories. These territories are outlined in the attached decision document. They are largely the territories outlined in the"Interim Final"decision document, except that we have gone back to county boundaries everywhere but in the City and County of Denver. A competitive bidding process will begin in early 1997 to select a service delivery agency for each of the territories. During the final comment period,we received a number of suggestions about adjustments that could or should be made to the boundaries of the proposed territories. We chose not to make most of these changes, for a variety of reasons. However,we do want to point out that, under the existing program, an agency may contract with another agency in an adjacent territory to serve specific areas. We anticipate nothing that would preclude agencies in adjacent territories from making similar arrangements by mutual agreement in the future. We understand that this has been a long and difficult process. However, we are confident that the new delivery structure will make the Weatherization Program more efficient and will result in increased service to all regions of the state. We appreciate the comments, patience and cooperation of all parties throughout this process. We commit to working closely and cooperatively with the existing as well as any new service agencies to ensure the Weatherization Program in Colorado remains one of the best in the country. Again, thank you for your input and cooperation throughout this process. Sincerely, CG„C-- "- r1 , Wade Buchanan Tom Carter i730/& Office of Energy Consrvation Public Service Company 1O6 de; 5); '& 962382 FINAL DECISION SERVICE DELIVERY STRUCTURE for the COLORADO WEATHERIZATION PROGRAM December 20, 1996 This document constitutes the final decision on the structure of the service delivery territories for the Colorado Weatherization Program. This ends the decision-making process which began in May, 1996. These service territories will take effect with the new program year on July 1, 1997. This document contains a description of the ten new territories along with back-up materials and an explanation of the next steps. Attached to this document is a compilation of all questions and comments received by OEC concerning the "interim final" structure, along with OEC's responses where appropriate. SERVICE DELIVERY STRUCTURE Beginning July 1, 1997, the Colorado Weatherization Program will be administered through regional service providers or subgrantees in ten (10) regional service territories. These territories are described below and reflected in the attached maps. In response to comments received these territories have been adjusted from those outlined in the "Interim Final"decision issued on October 24, 1996, in the following ways: • Rio Blanco and Garfield counties will not be divided, and both will be included entirely in the"High Country"territory (Region V). • The area of Weld County including the town of Lochbuie will be included in Region I rather than Region VII, as we originally proposed. This means that Weld County's boundaries will be intact and that the county will be entirely within one service territory. • The small area of Douglas County just south of Centennial Airport will be included in Region X rather than Region VII, as we originally proposed. This means that Douglas County's boundaries will be intact and that the county will be entirely within one service territory. • All of Adams County will be included in Region VII, including those zip codes originally assigned to one of the other two metro regions (regions VIII and IX). This means that Adams County's boundaries will be intact and that the county will be entirely within one service territory. • All of Arapahoe County will be included in Region VII, including those zip codes originally assigned to one of the other two metro regions (regions VIII and IX). This means that Arapahoe County's boundaries will be intact and that the county will be entirely within one service territory. • All of Jefferson County will be included in Region VIII, including those zip codes originally assigned to one of the other two metro regions (regions VII and IX). This means that Jefferson County's boundaries will be intact and that the county will be entirely within one service territory. • The Montbello area of Denver County was added back into Region IX from Region VII, but portions of the City and County of Denver will be included in the other two metro regions (regions VII and VIII) in order to reduce the large size of Region IX and better equalize the size of metro territories. The Denver County portions of zip codes 80212, 80211 and 80235 will be served by Region VIII. The Denver County portion of zip codes 80221, 80249, 80230, 80231 and 80014 will be served by Region VII. These changes will result in territories that conform to existing county boundaries, except along the borders of the City and County of Denver. SERVICE TERRITORIES: • The final territories are listed below and reflected on the attached maps. I. Northeast Plains— The counties included within this service territory are: Weld, Logan, Sedgwick, Phillips, Morgan, Washington, Cheyenne, Lincoln, Kit Carson, and Yuma. All county boundaries remain intact. II. Southeast Plains— The counties included within this service territory are: Kiowa, Prowers, Baca, Las Animas, Huerfano, Custer, Pueblo, Crowley, Otero, and Bent. All county boundaries remain intact. III. San Luis Valley—The counties included within this service territory are: Costilla, Conejos, Mineral, Saguache,Alamosa, and Rio Grande. All county boundaries remain intact. IV. West/Southwest- The counties included within this service territory are: Mesa, Delta, Montrose, Gunnison, Ouray, Hinsdale, Archuleta, La Plata, Montezuma, San Juan, Dolores, and San Miguel. All county boundaries remain intact. V. High Country—The counties included within this service territory are: Moffat, Routt, Jackson, Grand, Eagle, Summit, Clear Creek, Pitkin, Lake, Park , Chaffee, Garfield and Rio Blanco. All county boundaries remain intact. VI. Northern Front Range—The counties included within this service territory are: Larimer, Boulder, and Gilpin. All county boundaries remain intact. VII. East Metro Area— This area includes all of the zip codes within Adams and Arapahoe Counties. The East Metro Area also includes the Denver County portions of zip codes 80221, 80249, 80230, 80231, and 80114. VIII. West Metro Area—This area includes all of the zip codes within Jefferson County. The West Metro Area also includes the Denver County portions of zip codes 80211, 80212, and 80235. IX. Core Metro Area—This area includes the zip codes within Denver County, except as noted above. X. Pikes Peak—The counties included within this service territory are: Douglas, Elbert„ El Paso,Teller, and Fremont. All county boundaries remain intact. NEXT STEPS As previously mentioned,the selection process that will be used to determine service providers will be a competitive Request For Proposal (RFP)process. This process will be initiated and conducted through the State of Colorado Division of Purchasing, using their BIDS automated distribution system. We are hoping to have the RFP,with the changes to the service delivery structure as well as "functional" changes to the program, released by February 15, 1997, and interested bidders will have four(4) weeks (up to March 15, 1997) in which to prepare their bids and submit them to The Division of Purchasing. If this schedule holds up, decisions (announcement of successful bidders) should be made by April 15, 1997. A public hearing will be held by May 1, 1997, on the State Plan for the 1997-98 E$P program. The State Plan will be submitted to DOE on or about May 15, 1997. 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STATE OF COLORADO OFFICE OF ENERGY CONSERVATION /oF co 1675 Broadway ;tee/ Suite1300 I ' A A Denver,Colorado 80202.4613 Phone(303)620-4292 � � 1ass.� FAX(303)620-4288 --- Roy Romer Governor December 20, 1996 u Wade Buchanan Director Mr. Peter King Director Colorado Counties, Inc. 1177 Grant Street Denver, Colorado 80203 Dear Peter: In response to your letter to the Governor, and the Resolution approved by the Commissioners on December 5, 1996, I want to report to you on changes to our final decision to restructure and reduce the number of territories in the state weatherization program. The final structure, while not responding to all concerns raised in the CCI Resolution, includes some significant changes that are of interest to counties and which we hope are responsive to their concerns. In addition, the state will conduct a full evaluation of the new structure to be completed no later than June, 1999, to determine if in fact it achieves the benefits it is designed to achieve. I commit to work with CCI and county commissioners to help establish the criteria and methods by which this evaluation will be conducted. The specific changes that have been made in this final decision are: • Rio Blanco and Garfield counties will IIoi be divided, and both will be included entirely in the "High Country"territory(Region V). • The area of Weld County including the town of Lochbuie will be included in Region I rather than Region VII, as we originally proposed. This means that Weld County's boundaries will be intact and that the county will be entirely within one service territory. • The small area of Douglas County just south of Centennial Airport will be included in Region X rather than Region VII, as we originally proposed. This means that Douglas County's boundaries will be intact and that the county will be entirely within one service territory. • All of Adams County will be included in Region VII, including those zip codes originally assigned to one of the other two metro regions (regions VIII and IX). This means that Adams County will be intact and that the county will be entirely within one service territory. • All of Arapahoe County will be included in Region VII, including those zip codes originally assigned to one of the other two metro regions (regions VIII and IX). This means that Arapahoe County will be intact and that the county will be entirely within one service territory. • All of Jefferson County will be included in Region VIII, including those zip codes originally assigned to one of the other two metro regions (regions VII and IX). This means that Jefferson County will be intact and that the county will be entirely within one service territory. • Portions of the City and County of Denver will be included in the other two metro regions (regions VII and VIII) in order to reduce the large size of Region IX and better equalize the size of metro territories. The result of these changes is that all county boundaries will be preserved with the sole exception of the City and County of Denver. Still, approximately 75 percent of the eligible population in the City and County of Denver will fall within Region IX. The evaluation of the new structure will be completed no later than June, 1999—two years after its implementation. We believe this will provide sufficient time for the changes to take effect and the benefits of these changes to be realized. Should performance not meet expectations— either statewide or in any specific region—we will reconsider territorial issues in order to further improve performance. We will work with CCI and interested commissioners to establish evaluation criteria and information needs so that we can implement the evaluation procedure in July, 1997,when the new structure takes effect. We would propose to base the evaluation on the criteria already stated—reducing administrative costs and increasing the number of units served in all regions and counties. I would be very interested in adding criteria that other parties— including counties—believe are important, and in working with CCI to design an evaluation process that is fair and open and meets their needs. Sincerely, al Wade Buchanan Director CC: Meg Porfido Larry Kallenberger Weatherization agency directors Responses to Comments on Weatherization Interim Final Structure The Office of Energy Conservation(OEC) and the Governor's Office together received nearly fifty(50) separate letters during the comment period on the "Interim Final Structure for the Colorado Weatherization Program". These included twenty three(23) from local elected officials(county commissioners, mayors and city council members); three from state legislators, nineteen(19) from board members,management and staff of existing weatherization agencies; and several from a private citizens and other interested parties. Two legislators also called the OEC offices during the comment period and spoke at length with the Director. On December 5, 1996, Colorado Counties Inc. (CCI) passed a resolution urging OEC to reconsider the decision outlined in the"Interim Final" document. As a result of that resolution, OEC delayed the final decision in order to consult further with CCI Staff and specific County Commissioners and County Staff. Because of the extent of the comments received, OEC was unable to respond individually to each letter. Instead, OEC has compiled this list of questions and comments and, where appropriate,has provided responses to them. Our responses are in italics. For purposes of this document, it was necessary often to rephrase or shorten questions or comments and, in some cases, to combine a number of comments on the same topic. However, we have tried to be accurate in conveying the true spirit and content of the question. Issues raised by CCI also are included in this document. Questions and comments have been categorized into ten general areas of interest as follows: A. Need and Authority for Restructuring B. Decision Process and Timing C. Service Territories and Boundaries—General D. Service Territories and Boundaries—Specific E. Data Used as Basis of the Decision F. Staff Impacts G. Request for Proposal and the Competitive Bidding Process C --- H. Functional Changes and Streamlining the Program �1 I. Funding and the Allocation Formula 1 J. Next Steps and Miscellaneous Comments A. Need and Authority for Restructuring A number of comments and questions were received around the need or authority for OEC to make this decision, or to do so in the manner in which it has been done. Specific comments included: • 1. OEC has never adequately established the need for changing the current delivery system. The existing agencies have done a good job providing services under the current structure. Nevertheless,for at least five reasons, we believe there is an opportunity for significant savings through restructuring. First, we believe that having nineteen separate territories creates significant administrative duplication. The program currently spends $370,000 on state administration and another$2.15 million on local administration and overhead(one-third of total budget). Second, we believe some territories are too small to remain viable if funding levels drop any further. We estimate that a territory should support a minimum of 120 units per year(two field crews) to be viable into the future. Eight of the current territories are below this minimum, and five are less than half the minimum. • Third, some current boundaries clearly do not leand themselves to maximizing the program's efficiency For example, under the current structure, Pueblo agency must leap frog the Otero County territory to serve Prowers and Baca counties. Fourth,funding has been erratic for at least the last eight years— increasing as much as 25 percent in some years and declining by almost 30 percent in others. In addition,federal finding is on a downward trend. These sources have been cut nearly 40 percent recently, and may face more cuts in the future. Fifth, Public Service contributes its funds on a performance basis. At current production levels, the program is not able to use all of these funds and leaves $400,000 on the table each year. For all of these reasons, we believe there are significant opportunities for savings through restructuring. 2. OEC has eliminated agencies without affording them appropriate due process. This is not correct. OEC has eliminated no agencies. All existing agencies will continue to provide service to existing territories according to the terms of their existing contracts. However, these contracts terminate June 30, 1997. On July 1, 1997, the new service territories will take effect. Providers for those territories will be chosen during the first half of 1997 in accordance with all appropriate State and Federal Rules 2 and Regulations. No agencies have been eliminated, and no due process issues are involved. OEC has full authority as grantee to make these decisions. 3. OEC skirted the federal rules which clearly require that subgrantees may be only community action agencies (CAAs),public entities or non-profit entities. OEC cannot and is not skirting the federal rules. All weatherization agencies are currently CAAs or other public or non-profit entities. This will not change in the future. Only those categories of agencies will be eligible to serve the new territories. 4. A number of comments--especially from existing agencies, some county commissioners, and CCI -- argued strongly that this decision contradicts or violates Governor Romer's Smart Growth Initiative and Executive Order. We believe this decision is consistent with the Governor's executive order for the following reasons. First, the executive order pertains primarily to issues of growth and development. The Whereas clauses of the executive order clearly state it is in response to a recommendation of the Interregional Council of the Governor's Smart Growth and Development Initiative, and that its purpose is to establish "responsible growth related practices. " The weatherization program is not primarily related to growth or development issues. Second, the executive order directs state agencies to "consider local and regional visions"and to "actively consult"with local interests when setting growth or development policy. Again, while we do not see this as a growth or development-related program, we have tried to abide by the spirit of the order through three comment periods and extensive, in-depth discussions with local weatherization agencies. Clearly we underestimated the level of interest Counties had in these changes, but we have fried to rectify that oversight in the two weeks since the passage of the CCI resolution. The final decision reflects several significant changes in response to CCI's concerns. Therefore, it is our interpretation that, to the extent the Governor's executive Order applies to this process, we have complied with its provisions. B. Decision Process and Timing Several comments raised concerns about the decision-making process and its timing. 3 Specifically, some asserted that the decision did not include or reflect input from the coalition of existing agencies or the advisory panel that was established for this purpose. Some argued that elected officials had not been adequately consulted or advised of the process. The CCI resolution also reflected this concern. This issue has been debated for over a year and a half. The Interim Final Decision was made following a process that lasted more than seven months. It included input from many parties including the coalition and the advisory panel. It included issues discussed during a two-day Coalition meeting in Glenwood Springs, two days of meetings with the advisory panel, and input received during two comment periods. However, it must be understood that while input was considered the decision we made was not, and was never intended to be, a consensus decision. This was stated up front in the first memorandum dated May 23, 1996 that announced the restructuring process. The final decision has always rested with the Director of OEC in consultation with PSCO. County Commissioners were notified in writing of the issue as far back as December 20, 1995 and as recently as November 6, 1996. On December 5, 1996, Colorado Counties Inc. (CCI)passed a resolution asking Governor Romer to intervene in the restructuring process. As a result, the Governor's Office asked OEC to meet with County Commissioners to discuss their concerns. A meeting was arranged by CCI and scheduled in Denver for December 16, 1996. Unfortunately, a severe winter storm hit most of Colorado that day and none of the Commissioners were able to attend the meeting. As an alternative to rescheduling another meeting and further affecting the timeline, the Director of OEC placed telephone calls to a number of County Commissioners who expressed concerns to CCI. During the telephone calls, revisions to the Interim Final Structure that OEC had intended to discuss at the meeting, as well as revisions made in response to the CCI resolution, were discussed. In addition, the Director of CCI also placed telephone calls to County Commissioners and worked with the Director of OEC to ensure their concerns were received and responded to by the Director of OEC. As stated above, OEC underestimated the level of interest Counties had in these changes. Because only six Counties currently are service providers, we made the assumption that most other Counties would not be interested. We also assumed that working with the staffs from those six Counties was adequate. Both assumptions were incorrect and we regret the oversight. Nevertheless, we worked hard to respond to County concerns, and the final decision reflects that Comments were received from several agencies suggesting that public hearings need to be held before this decision is finalized. There will be no public hearings held specifically to address the new structure. There is no requirement for such hearings and the schedule and timeline is too 4 tight to accommodate any. As required by program regulations, the new structure will be included in the state plan and, as always, there will be a public hearing on the state plan prior to its submittal to the U. S. Department of Energy (DOE) near the end of May, 1997. All those who submitted comments will be notified of the hearing date and location. One comment argued that there was not enough time allowed for input and preparations, and that the final decision should be delayed as a result. Another suggested that the timeline was too slow,that too much time was allowed and that OEC needs to speed up the stages of this process. The timetable was announced in the May 23, 1996 memorandum and has been adjusted several times to accommodate specific requests. Extensive input has been received during the announced time frame. Moving back the timetable would cause difficulties in meeting important milestones (such as Request For Proposal preparations,public hearing, or state plan submission). On the other hand, moving up the timetable would rush important decisions and is not likely given established state and federal procedures. It therefore is unlikely the timetable will be adjusted significantly one way or the other. C. Service Territories and Boundaries— General A number of comments received focused generally on the appropriateness of the new territories and their boundaries. The CCI resolution focused specifically on these concerns. Comments included: 1. Questions about the decision to base several territorial boundaries on zip codes which some suggested would "cause chaos;" The final decision relies much less on zip codes than the Interim Decision. As with any change there will be some rough spots during start up. We are confident that adjustments can be made and the rough spots will smooth out over the course of the first year. Applicable data or information exists by zip codes as well as by counties, and HHS has stated that they foresee adjustments within the Low Energy Assistance Program (LEAP) without great difficulty. 2. Arguments for keeping county lines intact, and for keeping council of government(COG) lines intact; The final decision conforms to County boundaries everywhere except for the City and County of Denver. However, we were unable to retain COG 5 boundaries in every case and achieve the size of territories we believe are necessary. 3. Concerns that the large size of at least four of the territories raised very difficult issues such as travel(especially in the high country); Large geographical areas with sparse population density leave us with no other alternative than to have large territories, but with manageable production numbers. Territories are largely administrative units. For this reason, we are hoping and will encourage successful bidders to examine all options for establishing local satellite crews, thereby minimizing production travel. It must be remembered that local agencies are allowed and in some cases encouraged to contract with other local agencies for service delivery in outlying areas. 4. Concerns that the territories did not conform to a variety of existing regional programs, including programs at the Department of Health and Human Services (HHS) and the Department of Local Affairs (DOLA), and including a specific question about whether OEC had consulted with the Division of Housing(DOH) about the effect the change in territories might have on the Rehab program administered by that agency. Making our delivery system coincide with other programs'regional schemes was not seen as a necessity because regions didn't coincide before OEC began the restructuring process. In addition, the fact that there are several different regional divisions would make it impossible to coincide with all of them; therefore, there would always be non-matching divisions. We have provided this plan to DOH and have had discussions with them about it as well as the impact our plan may have on their programs. We have been told that they have no intention to retract any of their programs or funding from agencies that currently receive it. They have told us that, in most part, who receives their funding is determined by the counties which receive the services and that it would be up to the counties as to who would receive funds, such as Community Service Block Grant (CSBG). We have not been told of any significant concerns they might have due to the implementation of our restructuring plan. D. Service Territories and Boundaries— Specific A number of questions concerned specific boundaries or specific territories: 1. There were some comments specifically asking why Rio Blanco and Garfield counties had been divided by zip codes rather than left intact. 6 The main reason for dividing these counties was our belief that existing transportation corridors would make it most cost-effective to serve the western portions of the counties with crews that also serve the Grand Junction area. By the same principle, we believe existing transportation corridors made it more efficient to serve the eastern portions of these counties with the same crews serving Eagle, Moffat, Pitkin, and Routt counties. We have further reviewed this decision based on comments received and the CCI resolution. We have chosen to include Rio Blanco and Garfield Counties back into Region V. We have done so knowing that this area is quite large, however, we feel it is a prime candidate for taking advantage of the allowable (and encouraged) option to subcontract, or establish satellite crews with existing trained agency staff in the area. 2. One question received asked about the inclusion of Douglas County in Region X (Pikes Peak)rather than in one of the metro area regions. We believe Douglas County could be served well in either region, and we acknowledge that it is well served now by Arapahoe County. However, the primary reason for including Douglas County in Region X was to include Public Service Company territory in that region. Under the new structure, each of the ten territories has at least some Public Service territory, which means that all regions will receive some level offunding from PSCO. We believe this will benefit not just that territory, but the entire state. 3. Adams County strongly objected to the large number of its residents-(over 50 percent) who were included in the West Metro Area under the interim final structure. Upon further review, we agreed with Adams County and CCI that the lines of the metro area territories should conform to existing county boundaries. Therefore, we have adjusted the new boundaries of the three metro regions accordingly. Some adjustments to the boundaries of the City and County of Denver have been made in order to reduce the large size of that territory with regard to eligible population. These new boundaries are indicated on the map accompanying the final decision document. 4. The staff and board of the Southwest Resource Center(SCR), several legislators and a number of boards of county commissioners questioned the appropriateness of placing those counties currently served by SCR in a much larger territory that extends north to Grand Junction. They argued that this area is geographically unique and isolated by mountains, which would make 7 service by an agency to the north problematic. While it is true that some areas of the state are geographically isolated from others, this by itself was not seen as sufficient reason to establish a fully-staffed agency to serve the area. We understand the geographic and cultural uniqueness of the region currently served by SCR, as we do with other regions that have been included in larger territories. We would refer you to our response to C-2 (above) concerning the larger size of a number of territories. We would also like to point out that, should the main office of the agency selected to serve the new southwest territory be outside the current SCR area, it makes sense that existing crew staff should be retained to serve the area, and we will encourage bidders on the area to look closely at establishing existing crews as "satellites"to their main office. This would allow for the retention of local expertise and knowledge of the area, and would help to ensure year-round service, especially in the area of emergency services. 5. Arapahoe County also suggested that combining the bulk of Arapahoe and Adams counties into one territory, while leaving Jefferson County essentially its own territory, awarded an inefficient service agency at the expense of two of the states best performing agencies. No agencies have been selected to serve any of the new territories. All existing agencies will have the opportunity to bid on any territory. The data that was presented was based on projected budgets not actual expenditures, and did not include in-kind contributions. It is the intention of OEC to work with all agencies in the future to assure efficiencies in administrative and support costs, as well as measures per unit. In addition, in order to reduce the metro area down from four territories to three, this combination seemed to be the most logical Denver County is too large(population) to combine with other areas and Jefferson County is too large (geographically) to combine with either Adams or Arapahoe County. Also, both Adams and Arapahoe Counties had listed working together as an option in their proposals to OEC. 6. Most existing agencies asked to have the territories they currently serve reinstated for the 1997-98 program year. To do so would not meet the goal and criteria that we are trying to accomplish by restructuring. The primary reasons for establishing new territories, as stated before, are to achieve cost savings by reducing administrative and support costs at both the state and local level, and by ensuring each territory is sized appropriately to ensure the efficient use 8 and support offield crews. We understand this is very disruptive to a number of existing agencies. However, we believe the changes are justified by the increased service we expect under the new structure. E. Data Used as Basis of the Decision A number of comments questioned the existence or validity of data to support the changes in territories and the claim by OEC that these changes will result in increased service. In general, OEC was asked to provide more detail and facts to support is decision. Specifically: 1. A number of questions were directed at what appeared to be insufficient data to support the premise that fewer territories will result in cost savings and increased production in the field. Several specifically asserted that the opposite would occur--that 200 additional units would not be achieved statewide, and that per unit averages would increase with the new territories; Because the new structure has not yet been implemented, it is true that there are not enough iron-clad "facts" to prove without doubt that what we believe will actually occur. It would, in fact, be impossible to make a decision like this without relying at least in part on assumptions and calculations rather than proven facts. Nevertheless, we have spent a great deal of time questioning the assumptions upon which we are making this decision, and we have a high level of confidence that the projected savings and increased production will occur. We have also committed to CCI to work with them to establish an evaluation procedure and criteria to determine whether the benefits we expect actually are achieved. The pivotal assumption that leads us to believe this new structure will result in at least 200 additional units per year is that consolidating the administrative and support functions into fewer agencies will save at least 50 percent of the average cost of these f motions per agency eliminated. Because we have not selected the new service providers, it would be inappropriate to speculate which agencies will be eliminated. However, a conservative estimate could be based on the average of the sixteen existing agencies with the lowest administrative expenditures, which we calculate to be$91,500 per year. Assume that the nine agencies eliminated average that level of expenditure (9 x$91,000 = $823,500). Multiply that total by 50 percent ($823,500 x 0.5 = $411,750) and you get what we believe is a conservative estimate of savings. If the per unit average cost remains at the current$2,000, then dividing the total savings expected by that number will give you the projected number of additional units we expect to be able to do under this restructuring($411,750 x$2,000 = 206). 9 In addition to this calculation, Public Service will provide another$700 per additional unit in its territory. PSCO serves roughly 70 percent of the state's population. Assuming the new units are evenly distributed, then 144 should be in PSCO territory, resulting in 144 x$700, or$100,800, in additional funding to the program. Again, dividing by the per unit average of$2,000, that should mean an additional 50 units on top of the 206 already calculated,for a total of 256 additional units as a result of restructuring. To be conservative, we have projected 200 additional units rather than 256. 2. Several requests were made for more explanation and support for the assertion that it is not cost effective for an agency to be expected to serve less than 120 nits or more than 600 units per year; and This decision was based on input provided by various agency personnel and advisory panel discussions. This input.and the discussion that evolved centered around looking at a minimum number of units necessary to keep a crew busy, and a maximum number before additional administrative support is necessary. Because these numbers can vary depending upon each agency's method for providing services and other factors such as geographical characteristics, there is no steadfast factual number of units. However, during the discussions, 50-60 units per crew, and 300-400 units per agency kept coming up as workable numbers. 3. One request was made for an explanation of how OEC arrived at its projection of units produced for next year. They specifically asked if the numbers used in the interim final decision included the anticipated 200 additional units. Projections for units to be completed was based on the number of units served per county for 1995. For agencies serving more than one county, the reduction was kept proportional to last year's actual production. If individual agency service to a particular county was different last year than normal, this was not taken into account. If aberrations exist, it was not thought to adversely impact the overall structure. No, it does not include the 200 additional units the plan assumes. F. Staff Impacts Several comments were concerned with the decision having a very negative impact on existing agency staff. One said that the decision would jeopardize the jobs of trained staff, contractors and material suppliers, and another said that OEC's expectation of retaining trained staff was "optimistic and naive." In addition, several asked whether program staff at OEC would be reduced proportionate to the number of agencies cut, and 10 whether an advisory panel would be used to help make these decisions. We disagree that this will be the result of this plan. We will do all that we can to minimize this potential and, with more units being planned, there should be plenty of work for those currently involved in producing units. Feedback from local crews indicates that an opportunistic attitude exists, which means some crews are looking at the restructuring as an opportunity in their careers. We will do everything we can to encourage and facilitate the retention of trained staff. At the same time, we understand that some loss of staff may be unavoidable. Once the bidders are selected, we will commit to working with all agencies to rebuild our working relationships and facilitate opportunities for local staff Any restructuring of the state staff will be according to workload. However, through attrition over the past couple of years, the state staff and the amount of program funds retained at the state level have already been reduced by a greater percentage than the reductions being made to the local service delivery network. For example, in the Weatherization State Plan for 1995-96, the number offull time employees (FTE's)funded by weatherization grant funds was 10.5, and the amount ofprogram funds retained at the state level was $700,000. The State Plan for 1996-97 was cut back to include 5.5 FTE's (a 49%reduction), and the funds retained at the state level was $383,226(a 46%reduction). In addition, since the state plan was written, there have been additional reductions in FTE's to 5.1 due to attrition, and an amendment to the state plan that will show the state budget at approximately$370,000. In total, the state staff has been reduced by 52%, and the state budget by 48%. Currently, there are no intentions to involve an advisory panel in determining the functional changes. We do intend, however, to involve agencies in helping us review the proposed changes. . • G. Request for Proposal and the Competitive Bidding Process A number of comments and questions focused on the competitive bidding process that will be used to select the service agencies in the new territories. Specific comments or questions included: 1. One comment suggested that only existing weatherization agencies be allowed to compete to serve the new territories, while several others asked if existing agencies would be given "preferential standing" in the process. We feel the fairest competitive bidding process includes allowing all eligible organizations to submit a bid. Weatherization agencies, by regulations, will be given preference for their experience and good 11 performance. Existing agencies will most definitely be given preference. This is not only required by federal program rules, but we feel this makes a lot of sense since weatherization agencies have highly trained staff and vast experience in providing services. However, the possibility exists that other providers may be equally qualified and able to provide quality services and, therefore, should have the opportunity to compete. 2. One commenter asked if an agency would be allowed to submit an application for a territory in which it currently does not have an office. Yes. All agencies and non-agency bidders will have the opportunity to bid on any area they choose. 3. There were some questions asking if agencies would be allowed to bid on more than one service territory. One suggested was made that agencies be allowed to bid on and serve only one territory. While it is most likely that single-area bids will be submitted,primarily due to feasibility reasons, we choose not to preclude multi-area bids. 4. One commenter asked OEC what it will do if no existing weatherization agency chooses to bid on one of the new territories because they consider the new territory to be unmanageable. We will try to recruit a neighboring agency to cover the area, will recruit another agency, or we will attempt to recruit individuals to form an eligible agency. The final option would be for the state to provide services,probably through a subcontracting process. At any rate, services will be provided to all areas of the state. 5. OEC was asked to prioritize and give a point value to the qualification determination criteria that were listed in a previous response dated October 31, 1996. At this point in time we cannot do this because the REP has not been completed yet. This information will be provided in the RFP as part of the Evaluation criteria and it must be released to all potential bidders at the same time. H. Functional Changes and Streamlining the Program Many comments focused on what have been termed "functional" changes, or the streamlining and simplification of program policies and procedures. Specifically,the 12 following suggestions were made: -- The OEC should suspend restructuring and instead focus on functional changes,which could save considerably more money and result in an even greater increase in units produced. Several comments pointed out that the Colorado Energy Coalition(existing agencies) had offered a number of such ideas in a letter dated September 29, 1996, and that an additional 150 to 200 units could be achieved this fiscal year,with even greater savings in the coming years; OEC should implement the same policy that Public Service Company intends to implement in 1997, allowing agencies to use their money "where necessary" and generally giving agencies more flexibility in the use of their grant; -- The agencies should play a much greater role in training,monitoring and inspecting . OEC has always agreed that 'functional changes"need to be made, and we intend to implement changes next year. All recommendations and input are currently being reviewed and a document detailing the proposed functional changes will be provided to agencies in the near future for review and comment. However,functional changes will be made in addition to, not in lieu of restructuring. OEC expects service agencies to play a strong role in training, monitoring, and inspecting, in the future. Sharing of all the expertise in the state makes a lot of sense, and the establishment of a peer- monitoring/inspecting scheme will be pursued A strong training component comprised of OEC, PSCO, and agency staff will be necessary to help implement the functional and reporting changes envisioned for next year. Any suggestions are welcome. Funding and the Allocation Formula A number of comments touched on options for increasing funding to the program or the effect of restructuring on the current allocation formula. Specific questions and comments included: 1. How will the projected savings from restructuring be reallocated? Most likely any substantial increase in funds will continue to be allocated as they have in the past, through the allocation formula or negotiated proposals from agencies. 2. What are the funding levels and production goals for this year and for next year? Does OEC have any projected allocation levels to go along with the 13 projected increase in the number of units produced? Next year's funding levels per service area are not known at this time, and therefore only estimated allocations and production levels can be made. The projected production numbers that were provided with the Interim Final Structure were based on last year's production minus thirty(30) percent. Detailed allocations and the number of units depend upon the final federal allocations and any changes to the allocation formula. 3. Will there be any changes to the allocation formula? Will the $2,400 per unit maximum be the same next year? Yes, as part of the functional changes, there likely will be changes to the allocation formula. The nature and extent of the changes have not been determined yet but the proposed changes will be provided to all agencies for review and comment prior to any final decisions. There will probably not be a $2,400 maximum per unit policy for the 1997-98 program. The staff has discussed this during their initial reviews of proposed functional changes and will include it as one of their proposed changes to be made for next year. 4. Matching funds are endangered, especially if local officials are not more involved in the decision-making process. We disagree with the premise and the conclusion here. It is our belief that local officials are interested in services being provided within their communities and would not cut off the availability of matching funds to any agency that is involved in implementing a plan with a goal of providing more services to its citizens. 5. OEC should work with the 13 agencies which currently receive Public Service Company money to ensure that the entire $2.6 million that is available can be allocated. We are hoping to address and achieve this through the new structure and future functional changes. 6. OEC should ask the Governor to transfer funding from the LEAP block grant to increase the weatherization program's share from 15 percent to 25 percent. Also, OEC should ask the Governor to transfer 10 to 15 percent of Colorado's Community Service Block Grant (CSBG) into weatherization. These suggestions will be forwarded to the energy assistance reform task force that the Governor has recently appointed to examine issues 14 regarding low-income assistance programs in Colorado. We believe that to work outside this task force would be unproductive and inappropriate. We are confident that a thorough discussion of these issues will take place in that forum. With regard to CSBG funds, the amount available for the Governor to appropriate is quite small, according to DOLA. The vast majority of these funds go to the counties to be used according to local priorities. It would be up to individual counties to increase the allocation to weatherization. 7. Fund a$35,000 action plan,proposed by existing agencies, to identify and pursue alternative sources of funding for agencies in the weatherization program. Currently we have no funds available to fund such an effort. If the coalition would like to provide more information on how this would be implemented, we are open to considering it during the formation of the budget for next year. Alternatively, the coalition may wish to submit an "unsolicited proposal"to the OEC to use non-weatherization funds for this purpose. In either case, the proposal would be evaluated on its merits to determine both eligibility and appropriateness for funding. J. Next Steps and Miscellaneous Comments 1. What will happen to the hundreds of thousands of dollars that the state spent on vehicles, tools and equipment under the existing structure? Capital equipment purchased with program funds will be redistributed and items that are not needed will be sold and, by regulation, the money will be put back into the program with the intent to produce additional units. 2. What happens when OEC "disappears?" OEC is not planning to "disappear". Because we are part of the Governor's Office, it is possible that the new Governor who takes office in 1999 may wish to change or even close the office. It is also possible that the new Governor may wish to keep a smaller office in operation to oversee the weatherization program as well as the other federally funded programs going through the OEC. In any case, the state will continue to administer a weatherization program as long as federal funds are available for that purpose. If OEC closes, weatherization will be transferred to another state agency. 3. How many OEC staff hours were spent in this restructuring process and in 15 redrawing the territory boundaries? It would be difficult to quantify the number of hours OEC staff worked in conjunction with PSCO staff on this process. However, it was significant. A great deal of information was considered and discussed, including all the input received from agencies, in order to arrive at the boundaries in the Interim and Final Structures. The time and resources spent are justified by the anticipated savings. 4. OEC should take an active role in developing and building bridges between the many programs, cities, counties and staff involved in the weatherization program. We agree completely with this statement. We intend to work closely with the agencies to build solid and trusting working relationships. We also intend to work closely with agencies on the next step of this process, involving functional changes to the program. 16 Hello