1. Successful Scheme Integration
How to Achieve
Successful Scheme Integration
Bryony Mathie
Impetus Consulting

2. 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
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3. 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?
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4. Why Integrate? Save Agency Solar Grants Overcome gaps in provision
A number of benefits
Enable the UK to meet targets
Innovation programme
SRB
Clear Skies
EEC
Neighbourhood renewal
EEACs
Objective 1
Warm Front
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5. Levels of integration Fragmentation: No coordination between schemes
Relationships between streams of provision are random
Signposting Model
Client contacts local coordinating agency
Organisation operating specific scheme contacts client carries out work
Limited integration
Coordinating agency works with providers so that funding or services from different streams can flow into the same household.
Full integration
Coordinating agency manages the total intervention process itself (may be one of the main providers rather than a separate agency)
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6. Achieving good practice
Research identified that careful attention to design and operation in the following areas :
Management and operations
Quality assurance
Client follow-up
Monitoring and development
Cost and cost-benefit issues
Aims and targets
Coverage
Partnership arrangements
Measures and services integrated
Funding
Marketing and take-up
Impetus Consulting

7. Home Health Initiative
Cornwall Sustainable Energy Partnership (CSEP)
Domestic Energy and Health Task Group
Features:
Multi-agency approach
Strategic approach
High participation rates
Pragmatic approach to roll-out
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8. 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.
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9. 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
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10. 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
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11. Warm and Well Severn Wye Energy Agency Features:
Health Practitioner referral
Consortium approach
Emphasis on monitoring and reviewing
Unique GEEG energy grant
Highly replicable
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12. Achieving good practice
Research identified that careful attention to design and operation in the following areas :
Management and operations
Quality assurance
Client follow-up
Monitoring and development
Cost and cost-benefit issues
Sustainability
Aims and targets
Coverage
Partnership arrangements
Measures and services integrated
Funding
Marketing and take-up
Impetus Consulting

13. Aims and targets
Set clear aims and, where possible, quantitative targets for the scheme overall and for individual interventions
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14. Aims and targets Fenland 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
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15. Coverage Pay close attention to coverage Consider: Geographical level
Eligibility rules
Prioritisation rules
Volume of work
Timeframe
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16. 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
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17. Partnerships
Evolve local energy efficiency and fuel poverty work through nurtured partnerships that involve key local agencies
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18. 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
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19. Measures and services
Design packages of measures and services that are sufficiently comprehensive to meet scheme aims and targets
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20. Measures and services Gloucestershire Warm and Well
Unique GEEG makes range of measures available
Represents a positive step towards a coherent county-wide approach
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21. Funding
Make acquiring funding the central priority of any scheme and clearly link it to the scheme strategy
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22. Funding CSEP’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

23. 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.
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24. Marketing and take-up Home Health Initiative
Extensive publicity through local media and community events
Referral network
Result: exceptionally high take up of measures
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25. Management and operations
Ensure efficient day-to-day operations
Information systems to track project and keep partners up-to-date
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26. 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
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27. Other Elements
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
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28. Achieving good practice
Research identified that careful attention to design and operation in the following areas :
Management and operations
Quality assurance
Client follow-up
Monitoring and development
Cost and cost-benefit issues
Sustainability
Aims and targets
Coverage
Partnership arrangements
Measures and services integrated
Funding
Marketing and take-up
Impetus Consulting

29. Discussion
Issues?
Solutions?
Barriers?
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30. 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

31. 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

32. Further information
For briefing note, case studies and presentation, contact Practical help: T: F: W: E:
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