How to Achieve

Successful Scheme Integration

Bryony Mathie

Impetus Consulting

Overview

Learn from research commissioned by the Energy Efficiency Partnership for homes

Guidance on how to achieve scheme integration

Case studies

Discussion – exploring the issues

Summary of recent workshop sessions

The way forward

Impetus Consulting

Background Domestic energy and/or fuel poverty

objectives, with funding or services from more than one source

LAOG commissioned research On-the-ground practitioners 2 reports produced Making Integration Work’

What examples of good practice in scheme integration already exist?

What can be learnt from these cases to facilitate successful integration?

Impetus Consulting

Why Integrate?

Overcome gaps in

provision

A number of benefits

Enable the UK to

meet targets

Impetus Consulting

Save Agency

Innovation programme

SRB

EEACs Objective 1

Solar Grants

Warm Front

EEC

Neighbourhood renewal

Clear Skies

Levels of integration1. Fragmentation: No coordination between

schemes Relationships between

streams of provision are random

2. Signposting Model

Client contacts local coordinating agency

Organisation operating specific scheme contacts client carries out work

3. Limited integration

Coordinating agency works with providers so that funding or services from different streams can flow into the same household.

4. Full integration

Coordinating agency manages the total intervention process itself (may be one of the main providers rather than a separate agency)

Impetus Consulting

Achieving good practice

Research identified that careful attention to design and operation in the following areas :

Aims and targets Coverage Partnership arrangements Measures and services

integrated Funding Marketing and take-up

Management and operations

Quality assurance Client follow-up Monitoring and

development Cost and cost-benefit

issues

Impetus Consulting

Home Health Initiative

Domestic Energy and Health Task Group

Features: Multi-agency approach Strategic approach High participation rates Pragmatic approach to

roll-out

Cornwall Sustainable Energy Partnership (CSEP)

Impetus Consulting

Home Health Initiative Outcomes:- During pilot 62% homes surveyed received at

least one installed measure;- Measures installed for 85% of community

referrals.

• With rollout:- Estimated over 3000 homes will receive at

least one measure April 2003-March 2006;- Annual energy savings over 3.5m kWh/yr;- CO2 emissions reduced by over 211 tC/yr.

Impetus Consulting

Investing in Energy West Lothian Council EEC social sector combined

with private sector home repairs programme

Features: Significant economies

through use of same contractors

Unique advice shop feature with range of services

Highly effective

Impetus Consulting

Fenland Integrated Energy Programme (FIEP)

Fenland District Council and Anglia West EEAC

Features: Progressively expanded Innovative Energy Tax

Credit scheme Tackles coverage gaps Wider sustainability

agenda

Impetus Consulting

Warm and Well

Features: Health Practitioner

referral Consortium approach Emphasis on

monitoring and reviewing

Unique GEEG energy grant

Highly replicable

Severn Wye Energy Agency

Impetus Consulting

Achieving good practice

Research identified that careful attention to design and operation in the following areas :

Aims and targets Coverage Partnership arrangements Measures and services

integrated Funding Marketing and take-up

Management and operations

Quality assurance Client follow-up Monitoring and

development Cost and cost-benefit

issues Sustainability

Impetus Consulting

Aims and targets

Set clear aims and, where possible, quantitative targets for the scheme overall and for individual interventions

Impetus Consulting

Aims and targetsFenland Integrated Energy Programme:

Aims include: Social, economic and environmental

benefits through sustainable projects Affordable warmth for all throughout the

district Targets set through HECA strategy and

include a fuel poverty reduction target of 30% and CO2 reduction of 20% by 2010

Impetus Consulting

Coverage Pay close attention to

coverage Consider:

Geographical level Eligibility rules Prioritisation rules Volume of work Timeframe

Impetus Consulting

Coverage Investing in Energy Programme

Wide and prioritised coverage Covering whole region on a roll-out basis House condition survey overlaid with data

from the advice shop Home Health Initiative

Only eligibility criteria was being resident in the target area

Traditionally hard to reach groups were successful targeted

Impetus Consulting

Partnerships

Evolve local energy efficiency and fuel poverty work through nurtured partnerships that involve key local agencies

Impetus Consulting

Partnerships Warm and Well

Origins in the Affordable Warmth Strategy for Gloucestershire and South Gloucestershire

Consortium approach for all seven local authorities

Investing in Energy Partnership meeting initially every 2 weeks

now monthly Partnership reviews progress, quality and

development

Impetus Consulting

Measures and services

Design packages of measures and services that are sufficiently comprehensive to meet scheme aims and targets

Impetus Consulting

Measures and services

Gloucestershire Warm and Well Unique GEEG makes range of measures

available Represents a positive step towards a

coherent county-wide approach

Impetus Consulting

Funding

Make acquiring funding the central priority of any scheme and clearly link it to the scheme strategy

Impetus Consulting

FundingCSEP’s Home Health project

Funding from a range of sources e.g. EAGA Warm Front Grants British Gas – ‘Here to Help’ scheme Neighbourhood Renewal Fund EST’s Innovation Programme Kerrier Homes Trust Penwith Housing Association Home Office Safer Communities Initiative New Opportunities SEED fund RSLs contributed 50% to works on their properties

Impetus Consulting

Marketing and take-up

Use creative and systematic approaches to marketing and publicity to gain the attention and interest of the target clients.

3 approaches: Publicity driven; Street-by-street personal

contact, and Referral schemes.

Impetus Consulting

Marketing and take-upHome Health Initiative

Extensive publicity through local media and community events

Referral network Result: exceptionally high take up of

measures

Impetus Consulting

Management and operations

Ensure efficient day-to-day operations

Information systems to track project and keep partners up-to-date

Impetus Consulting

Management and operations

Home Health Initiative Good coordination of referrals with follow up Database of client contacts and key

partners Key partners in adjacent offices

Impetus Consulting

Implement a system of quality assurance to maintain the credibility of the project

Incorporate client follow-up in scheme design and operation to assess impact of intervention

Monitor scheme against aims and targets set and develop in light of this

Invest time in addressing cost effectiveness issues

Other Elements

Impetus Consulting

Achieving good practice

Research identified that careful attention to design and operation in the following areas :

Aims and targets Coverage Partnership arrangements Measures and services

integrated Funding Marketing and take-up

Management and operations

Quality assurance Client follow-up Monitoring and

development Cost and cost-benefit

issues Sustainability

Impetus Consulting

Discussion

Issues?

Solutions?

Barriers?

Impetus Consulting

Summary of regional workshops

10 regional workshops in England and Wales held at HECA forums

Opportunity to discuss individual schemes Identifying main barriers, including:

Ring-fenced funding Lack of resources Insufficient data

Identifying opportunities Using the HECA forums Partnerships Community Strategies

Taking it forward

Review current schemes operating in the local area with energy efficiency/fuel poverty aims;

Identify current gaps in coverage and eligibility;

Raise internal awareness to secure senior level support;

Bring together potential partners, and Make the most of the guidance available to

plan action.

Impetus Consulting

Further information

For briefing note, case studies and presentation, contact Practical help:

T: 0870 241 2089

F: 0870 130 8831W: www.practicalhelp.org.uk E: info@practicalhelp.org.uk

Impetus Consulting