A Case Study of Student Engagement in Home Energy Assessments
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1 The National Energy Leadership Corps: A Case Study of Student Engagement in Home Energy Assessments David Riley Michael Whelton Penn State University Alfred State Sustainability Conference June 2013
2 Presentation Outline Residential Energy Efficiency Value Chain Challenges in Energy Assessments NELC Program Overview Focus on Homeowner and EEM Opportunities Servant Leadership Principles Pilot Developments Final Takeaways
3 Residential Market - Energy Use 22%
4 Multiple Delivery Channels
5 Audit Types?
6 Comprehensive Audit
7 Challenge: Home Energy Audit Skills Traditional home energy audit programs focus on characterizing the physical features of home and are expensive to deliver: Require trained auditor who is experienced in multiple home settings to: 1. Engage homeowner in audit process 2. Collect house fact data 3. Conduct diagnostic tests 4. Apply variable types of analysis methods 5. Make recommendations to homeowners in report
8 Traditional Training Perspectives Energy Assessment as a Technical Process
9 A Socio-technical Process
10 Alleviate Homeowner In-Decision and In-Action
11 Challenge: Home Energy Audit Process Shortcoming of traditional home energy audit process: Time consuming: Average time required for audit is 2-3 hours in home plus time to analyze data and summarize results Cost / scalability: Subsidy or sale of upgrade needed for delivery method to be profitable / sustainable Demanding: Skills and experience required to conduct whole house energy audit/analysis are extensive and need to be developed over time period Short-lived: Focus is on one-time intervention rather than long term engagement of homeowner Impersonal: Omits formal assessment homeowner and applications of behavioral science / leadership Fractured: Tools and methods to address these challenges are highly variable and disjoint
12 National Energy Leadership Corps Integrated Education, Research, and Service program Mission: Empower America s Energy Independence through Leadership, Service, and Economic Development Value Proposition: Homeowners get free or low cost personal home energy assessment and connection to a community Participants gain energy literacy and leadership skills Strategy: Integrate program as a service element of energy and sustainability courses at colleges and universities
13 Research Goals Integrate homeowner assessment into process Interview homeowner to assess priorities, concerns, world view so recommendations can be customized for resonance Consider homeowner market segmentation and world view in engagement and feedback methods Initiate long term engagement of homeowners rather than a one-time intervention / retrofit Enable social networking and continuous learning of homeowner
14 Research Goals Define a taxonomy of home energy interventions: Characterize defining features of variable forms of home energy evaluation programs that help link homeowners with appropriate information, advice, and services Self Audit: Conducted by homeowner; promotes DIY actions Assisted Audit: Supported by a coach; engages homeowner, targets priority actions Tradition Audit: Performed by professional; included wholehouse diagnostics Deep Audit: Performed be specialist; explores advanced measures/technologies
15 Research Methods Engagement of Homeowner / Community Develop Value-chain model Home Energy Evaluation (Audit) Characterization of Data Upgrade Energy-economic Analysis Delivery of upgrades Test model through cross-cutting study of: Homeowner engagement methods Homeowner characterization research Audit process maps Home energy analysis tools Audit-upgrade hand-off process Training programs Experiment with Alternative audit delivery processes Homeowner engagement/ and characterization practices Energy analysis information mapping Audit delivery models
16 Engagement of Homeowner / Community Home Energy Evaluation (Audit) Characterization of Data Upgrade Energy-economic Analysis Delivery of upgrades Upgrade Solution Entry Points Procedures Practices Profile Action ECM / EEM Package Self Engaged - web - DIY - repair Marketing - direct mail - advert. - display WAP program - utility - NGO - SEP Housing Authority - contractual - scheduled - repair Community outreach - home assoc. - NGO - school district Data mine Screen tool Survey Interview Walkthrough Blower Door Infar. Cam. Duct blast Combust. Analyzer Utility bill analysis Monitor device Renew. Assmt. Community Evaluation Self Evaluation Assisted Evaluation Traditional Evaluation Deep Evaluation Situational - Utility - Climate - Family - Homeowner - Beliefs - Skills - Motivation - House condition - Age - Systems - Construction - Hazards - Deterioration - Performance. Data - Electricity - Heating fuel - Water use - Monitoring data - Kw - Run time - Use pattern Behavior Repair Seal Insulate Window replace HW Heater HVAC upgrade Applien. replace Automation Solar Therm Solar PV 10% Savings 15% Savings 30% Savings 50% Savings 100% Savings DIY - Specialty Contractor - - General Contractor - Whole-House Energy Services Contractor
17 National Energy Leadership Corps Program Design Objectives Create a trusted network of 3 rd party energy coaches Delivery fundamental energy literacy for citizens Enable scaled delivery infrastructure at low cost to homeowner Provide an on-ramp to credentials and careers in building energy efficiency and management Tiered approach to home energy survey and analysis Core content supports survey of homeowner and home Deep content supports advanced interaction and analysis Expert content supports coaching and professional credentials Continuous learning infrastructure Online modules created to support portability and capacity Flipped classroom model enables independent learning and skill building Continuous learning platform supports access, updates, and continuous improvement of curriculum
18 Key energy assessment value chain variables Credibility of auditor with homeowner Third party Credentials of audit professional Surveyor Level of analysis Course: Align with checklist World view and market segment view of homeowner Rational Channels of upgrade delivery services Targeted action, product, service Professional builder Whole house analysis and coach Detailed: Energy and economic analysis of packages Emotional Phased implementation of whole-house upgrade
19 National Energy Leadership Corps Home Energy Assessment How it works: Personal and facilitated with tech support Collects information about owner attitudes and interests Gathers readily accessible home facts Utilizes technology to create a personal energy profile and actionable priority list Follow-up encouragement/assessment
20 National Energy Leadership Corps Home Energy Assessment Curriculum Design: Online content videos and exercises Active classroom activities Hands-on training Mentoring by experienced students Internships for most passionate, top performers Support pursuit of professional credentials
21 National Energy Leadership Corps Home Energy Assessment Curriculum Content: 12 core modules cultivate: Home energy literacy Building materials and methods Confidence in homeowner interaction Data collection and interpretation skills Time management / problem solving
22
23 Produced videos of detailed systems and home assessment scenarios Narrated 3-8 minute videos with integrated anticipatory questions, learning checks, and pre + post confidence questions
24 How to spot potential problems
25 World View Assessment Four market segments with different value sets regarding home energy efficiency (Shelton Group): Working Class Realists(22.1%) True Believers (22.4%) Cautious Conservatives (25%) Concerned Moms (30.5%)
26 National Energy Leadership Corps Home Energy Assessment Practicum (in class and hands-on): Review key technical and safety issues Discuss active learning assignments Role play interaction with homeowner Mentored sequence of assessments
27 National Energy Leadership Corps Home Energy Assessment Support tools: Support website for scheduling and communications IPad application to support data collection, image management, EEM Database case based support Customized report generator
28 Student Assessor NELC Admin. Homeowner Engagement of Homeowner / Community Home Energy Evaluation (Audit) Characterization of Data Upgrade Energy-economic Analysis Delivery of upgrades Learn about NELC Apply for visit Complete pre-audit survey Host home visit Digest report/ profile Take action Approve Application Schedule visit Mentor visit Review data Answer questions Review report/ profile Complete training Provide availability Conduct prelim. research Conduct home visit Submit data Filter data ID Questions EEM/ECM calc. Estim. Saving potential Format report/ profile Follow-up contact Track progress / update
29 Student Energy Assessment Process Interview with the client Taking actions toward energy independence Finding EEM opportunities with building walkthrough Calculation of energy cost & saving of implementation Clients prior concern & Building value Top 5 EEMs are commended with detail descriptions and benefits Data evaluation and Report generation
30 National Energy Leadership Corps Home Energy Assessment
31 EEM Database Design Energy Efficiency Measures Worldview and Human Factors Design Customized Report Design
32 EEM Database View Benefits customized to worldview
33 Customized Homeowner Report Templates customized to worldview Experimenting with Cognitive Styles
34 Current State and Future State Pathways
35 Developing Servant Leadership Skills in Energy Assessment Practice
36 Ten Principles of Servant Leadership By Robert Greenleaf Listening Empathy Healing Awareness Persuasion Conceptualization Foresight Stewardship Commitment to the Growth of People Building Community
37 Energy - Listening
38 Energy - Empathy
39 Energy - Healing
40 Energy - Awareness
41 Energy Persuasion
42 Energy - Conceptualization
43 Foresight
44 Energy Foresight
45 Stewardship
46 Energy - Stewardship
47 Commitment to the Growth of People
48 Building Community
49 Energy Community
50 : Two pilot projects and Building America Research Program Spring 2012 & 2013: University of Pittsburgh Pilot Goal: Evaluate curriculum Experiment with community partners Demonstrate portability Demonstrate scalability Results: Completed assessments Larimer, PA Curriculum and activity improvements Tracked student efficacy Support tool specifications Change energy modeling approach
51 Expected results Value chain map providing guidance to advancement of audit delivery practices Taxonomy of energy evaluation methods defined by defining characteristics Portable and scalable curriculum model for peer adoption and adaptation Recommended applications for audit delivery channels with expanded integration of homeowner characterization Goal: AASHE Workshop next year on how to integrate NELC program in to your school s sustainability program portfolio
52 NELC Takeaways Program Focus Assisted Audit Level Homeowner Worldviews - Values, Interests, Motivations, Skills, Servant Leadership Principles Identifying and Acting on Energy Efficiency Opportunities Ongoing Refinement of Curriculum Tools Support Systems Welcome Collaborative Interest in Future Pilots 2014
53 Thank you Questions: David Riley
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NCBS HUMAN RESOURCES EXPERT COACH TERMS OF REFERENCE Position Type Organization Partner organization Duration Type of contract Human Resources Expert Coach Consultancy contract National Capacity Building