The National Energy Leadership Corps: Case Study of ...
Transcript of The National Energy Leadership Corps: Case Study of ...
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
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
Residential Market - Energy Use 22%
Multiple Delivery Channels
Audit Types?
Comprehensive Audit
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
Traditional Training Perspectives
Energy Assessment as a Technical Process
A Socio-technical Process
Alleviate Homeowner In-Decision and In-Action
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
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
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
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 whole-house diagnostics
• Deep Audit: Performed be specialist; explores advanced measures/technologies
Research Methods
Develop Value-chain model 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
Engagement of Homeowner /
Community
Home Energy Evaluation
(Audit)
Characterization of Data
Upgrade Energy-economic
Analysis
Delivery of upgrades
Engagement of Homeowner /
Community
Home Energy Evaluation
(Audit)
Characterization of Data
Upgrade Energy-economic
Analysis
Delivery of upgrades
Procedures Practices
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
Upgrade ECM / EEM
Solution Package
DIY - 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
Interview
Survey
Blower Door
Infar. Cam.
Duct blast
Walk- through
Combust. Analyzer
Data mine
Utility bill analysis
Monitor device
Community Evaluation
Self Evaluation
Screen tool
Assisted Evaluation
Traditional Evaluation
Renew. Assmt.
Deep Evaluation
Window replace
Repair
Auto-mation
HVAC upgrade
Insulate
Behavior
Seal
HW Heater
Applien. replace
Solar Therm
Solar PV
10% Savings
15% Savings
30% Savings
50% Savings
100% Savings
Specialty Contractor -
- General Contractor
- Whole-House Energy Services Contractor
1 2 3 4 5
Entry Points Profile Action
National Energy Leadership Corps Program Design
• Objectives – Create a trusted network of 3rd 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
Key energy assessment value chain variables
Credibility of auditor with homeowner
Credentials of audit professional
Level of analysis
World view and market segment view of homeowner
Channels of upgrade delivery services
Third party Professional builder
Surveyor Whole house analysis and coach
Course: Align with checklist
Detailed: Energy and economic analysis of packages
Targeted action, product, service
Phased implementation of whole-house upgrade
Rational Emotional
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
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
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
Narrated 3-8 minute videos with integrated anticipatory questions, learning checks, and pre + post confidence questions
Produced videos of detailed systems and home
assessment scenarios
How to spot potential problems
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%)
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
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
Engagement of Homeowner /
Community
Home Energy Evaluation
(Audit)
Characterization of Data
Upgrade Energy-economic
Analysis
Delivery of upgrades
1 2 3 4 5
Ho
me
ow
ner
N
ELC
Ad
min
. St
ud
en
t A
sse
sso
r
Learn about NELC
Apply for visit
Approve Applica-
tion
Schedule visit
Complete training
Provide avail-ability
Complete pre-audit
survey
Conduct prelim.
research
Conduct home visit
Host home visit
Mentor visit
Submit data
Filter data ID
Questions
Answer questions
EEM/ECM calc.
Estim. Saving
potential
Format report/ profile
Review report/ profile
Digest report/ profile
Follow-up contact
Take action
Track progress /
update
Review data
Clients’ prior concern &
Building value
Interview with the client
Finding EEM opportunities with building walkthrough
Data evaluation and Report generation Top 5 EEMs
are commended with detail
descriptions and benefits
Calculation of energy cost &
saving of implementation
Taking actions toward energy
independence
Student Energy Assessment Process
National Energy Leadership Corps Home Energy Assessment
EEM Database Design
• Energy Efficiency Measures
• Worldview and Human Factors Design
• Customized Report Design
EEM Database View
• Benefits customized to worldview
Customized Homeowner Report
• Templates customized to worldview
• Experimenting with Cognitive Styles
Current State and Future State Pathways
Developing Servant Leadership Skills in Energy Assessment Practice
Ten Principles of Servant Leadership By Robert Greenleaf
Listening
Empathy
Healing
Awareness
Persuasion
Conceptualization
Foresight
Stewardship
Commitment to the Growth of People
Building Community
Energy - Healing
Energy - Awareness
Energy - Conceptualization
Energy - Stewardship
Commitment to the Growth of People
Energy Community
2009-2011: 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
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
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
Thank you
Questions: David Riley www.cfs.psu.edu [email protected]