introducing agilityeco’s local energy advice partnership (leap) … · leap is a free-of-charge...

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Introducing AgilityEco’s Local Energy Advice Partnership (LEAP)

August 2018

agilityeco.co.ukagilityeco.co.uk2

AgilityEco was launched in April 2013 – passed our 5th anniversary

Recognised sector leader in low carbon, energy efficiency and fuel poverty services

Unique range of 4 complementary business streams:

Diversity is our key strength, enabling us to build deep relationships with our clients and safeguarding against changing government low carbon and fuel poverty policy

AgilityEco has grown rapidly into a market leader in its sector

Managing Obligations:

Managing low carbon and social obligations for utility companies

Project Delivery:

Consulting, procurement and

project management of energy efficiency

and low carbon retrofit projects

Property Surveying:

Expert property surveying, technical

monitoring and quality assurance

Community Schemes:

Funding, designing, managing and

operating community schemes in fuel

poverty and energy efficiency

agilityeco.co.ukagilityeco.co.uk

Managing Obligations

Project Delivery

Property Surveying

Community Schemes

3

Our group of interlinked businesses and brands offers great breadth, and end-to-end support

Low CarbonFuel Poverty

Energy Efficiency

Helping 11 energy suppliersto meet their social andenvironmental obligations

An OJEU compliant retrofitFramework with £70mprojects undertaken

A highly professional RICSqualified charteredsurveying business

Fully funded outreach partnerships supporting vulnerable and fuel poor households


Introducing the Local Energy Advice Partnership


LEAP is a free-of-charge support service offered to fuel poor and vulnerable households. It is holistic and led by Local Authorities

LEAP: Reaching fuel poor households that have not been helped before andproviding them with deep, holistic support – over 13,000 referrals to date. Now

available to a population of 14 million across all LEAP council areas

LEAP is completely funded by energy

suppliers under Warm Home Discount

Industry Initiatives. Six suppliers funded LEAP in 2017/18 with

£1.7m.3-year funding of

£2.6m now committed by 5 energy companies

for 2018-2021

LEAP is available to residents of any tenure provided the

householder meets our eligibility criteria


• Funding so far has enabled LEAP to handle ~13,000 referrals

• Over 70 Local Authority / housing association partners nationally

• We’re working with nearly 700 active referrers – the lifeblood of LEAP

• Great delivery progress– since Sept 2017:

• 6,980 home visits completed

• 90+ referrals a day

• Over 50,000 small measures installed

• 38% of clients referred for income maximisation

LEAP is thriving and has scaled successfully for 2017/18 – more than tripling in size from 2016/17


Eligibility is broad as possible so we can reach a wide variety of people. Any one item below means household is eligible

Health & Vulnerability CriteriaLong Term Health Conditions

Cardiovascular condition (incl. coronary heart disease, stroke, hypertension, transient ischemic attack)Respiratory condition (incl. COPD, asthma)Neurological or neurobiological condition (incl. dementia, Parkinson’s disease, MS, epilepsy, fibromyalgia, ME)Musculoskeletal conditions (incl. arthritis, limited mobility, recently attended hospital due to a fall)Blood conditions (incl. Sickle cell disease, thalassemia)CancerModerate to severe mental illness (incl. schizophrenia bipolar disorder and depression where receiving regular treatment)Severe learning disabilitiesAutoimmune or immunodeficiency diseases (eg lupus, diabetes, HIV)Terminally illOther illness exacerbated by cold (confirmed by GP)Entitled to free prescriptions where otherwise chargeable

VulnerabilityVictim of domestic violenceRecent bereavement Moving in and out of homelessnessRecent immigrant or asylum seekerPhysical or sensory disability

Income and Benefits CriteriaEmployment and Support AllowanceJobseeker’s AllowanceIncome SupportPension CreditChild Tax Credit / Working Tax Credit Universal credit Child benefitCarer’s AllowanceHousing Benefit or Council Tax ReductionA Disability Benefit (incl. Attendance Allowance, DLA, PIP)MoD administered benefits

IncomeNot more than that shown in the LEAP income matrix below

Pre-qualified by other programmesECO-Flex council Declaration (excluding in-fill)On the Priority Services Register of partner supplierCore Group WHD recipient (confirmed by DWP letter)Broader Group recipient referred by partner supplierIn persistent energy debt and referred by their energy supplier

Household Number of children or households under 18 in the household

0 1 2 3 4+

One Adult £14,250 £19,140 £23,760 £28,380 £33,000

Two Adults £21,780 £26,400 £31,020 £35,640 £40,260


There is an extensive and thorough mobilisation process to ensure the highest quality referrals and customer support

PARTNERON-BOARDING

Weekly Newsletter and Ad-Hoc Communication to Referrers and Partners

- Council Staff- Local Charities- Citizens Advice- Age UK- Health Service

Professionals- Tenant Liaison- Other Care

Organisations

MOU

REFERRAL TARGETSETTING

DATA SHARING AGREEMENT –

GDPR compliant

REFERRER TRAINING & INDUCTION

REFERRER &ASSESSOR SUPPORT

MARKETING SUPPORT

- Referrers website with onlineResource

- Referrer Guide- Assessor online

system capturing home visit info

- MI system to track referrals

- Web Content- Bespoke Leaflets- Posters- Resident Letters- Energy Switch

‘Leave Behind’- Case Studies


All of the building blocks and funding are in place to deliver a great service with zero cost to the council

IT SystemsA comprehensive assessor training and skills programme Secure application portal for residents and frontline workersBespoke CRM for managing eligibility verification, appointment booking, home visit and onward referrals

Post-visit onward referral partnersIncomeMax contracted to deliver the income maximisation element by telephoneLarger energy efficiency measures dealt with quickly by in-house ECO teamIntegrates well into EcoFlex locallyConnections built to feedback information on hazards and fire risks identified

Management & Delivery NetworkStrong team in place managing schemeKPI reporting back to Council partners, funders and OfgemDedicated call centre in AylesburyBulk-buying of simple energy efficiency measuresHighly trained Home Energy Assessor network in all areas

Referral Process

Professional marketing support

Training and promotional materials

Easy referralsOnline referrals or via dedicated call

centre


Home Energy Advisors (HEAs) are trained to install simple energy efficiency measures, and we supply them with high quality stock

Simple Measures are installed during the home visit in over 80% of cases• Draught-proofing (windows, doors, letterbox)• Chimney balloons• Hot water cylinder jacket• LED lamps• Radiator panels• TV standby plug• Shower aerator


• Switching energy suppliers has proven to be one of the biggest sources of savings for LEAP residents

• We have a dedicated LEAP energy price comparison service, accredited by Ofgem, which compares all tariffs in the market

• All home visitors are fully trained in helping households with their energy tariff

HEAs use the impartial LEAP Energy Price Comparison Site to support residents to compare tariffs and switch supplier


• The advice and support they provide makes a real and lasting difference to people’s lives – it has high SOCIAL IMPACT

• An award winning and trusted Community Interest Company, they work with customers through an innovative partnership network, which currently includes EDF Energy, Nationwide Building Society, SSE, Southern Water, The Debt Counsellors….and now LEAP

What is the income maximisation phone service? It’s delivered by a specialist CIC called IncomeMAX

Increase householdincome

Take control ofBills

Deal withDebt

IncomeMAX finds millions of pounds of unclaimed

benefits, grants and other financial help for

households each year

IncomeMAX knows what help is available for

essential bills like energy,water, rent, mortgage and

council tax

IncomeMAX can help households regain financial freedom and stay in control

of finances in good times and bad

www.incomemax.org.uk


AgilityEco:• Is the Data Controller for LEAP (jointly with the council through the Data Sharing

Agreement), under Data Protection Registration number ZA000042

• Fully qualified supplier on Achilles UVDB

• Accredited Green Deal Provider (FCA registered)

Insurance Levels:• Professional Indemnity: £2 million

• Employer’s Liability: £10 million

• Public and Product Liability: £5 million

Qualifications, Accreditations and Insurances - AgilityEco Services Limited as the Project / Fund Manager


Bierce Surveying is a firm of Chartered Surveyors (RICS regulated)• ISO 9001 accredited

• An accredited Green Deal Advice Organisation

• Gas Safe Registered

• CHAS accredited

• Member of Constructionline

• Member of ATMA (Association of Technical Monitoring Agents)

• Fully qualified supplier on Achilles UVDB

• All staff are DBS checked

Insurance Levels:Professional Indemnity: £2 million

Employer’s Liability: £10 million

Public and Product Liability: £5 million

Qualifications, Accreditations and Insurances - Bierce Surveying Ltd as call centre provider / home visit management


All Home Assessors / Partner Delivery companies:

• Are either qualified Domestic Energy Assessors or have City & Guilds Level 3 Award in Energy Awareness

• are suitably qualified and trained to undertake LEAP home visits and have completed the LEAP classroom and e-learning course

• have current DBS clearance when undertaking LEAP home visits.

• must carry LEAP ID cards to all visits.

• must maintain adequate corporate insurances, defined by contractor.

• must adhere to the Bierce’s Health & Safety Policy and will ensure that its own Health and Safety Policy meets all the equivalent policy standards.

• must sign the LEAP Service Level Agreement which contains clear data sharing and confidentiality terms, updated for GDPR and abide by and ensure all staff working the LEAP scheme abide by these requirements

Qualifications, Accreditations and Insurances - Home Energy Assessors, carrying out home visits


IncomeMax advisers • are IMA members and either Certificate in Money Advice Practice MIMA (Cert) qualified or working

towards MIMA (Cert)

• go through a comprehensive IncomeMax welfare advice training programme which has been developed by founder Lee Healey

• work to best practice welfare advice standards, updated daily via Rightsnet

• attend regular training and have a CPD scheme in place to meet ongoing MIMA (Cert) requirements.

• IncomeMax are Advice UK members

• IncomeMax are authorised and regulated by the FCA

• IncomeMax are contracted to abide by our data sharing rules and clear GDPR terms

Insurance Levels:• Professional Indemnity: £2 million

• Employers Liability £10 million

• Public & Products liability £2 million

Qualifications, Accreditations and Insurances– IncomeMax CIC providing the income maximisation service


Case Study – Ms D, HaringeyHeard about LEAP through her landlord

Problems with draughts, damp, mould and high heating costs

Low income, long term health conditions with a disabled child

LEAP Home Energy Assessor installed door and letterbox draught excluders, radiator reflector panels and LED light bulbs , saving £30/year

Assessor also helped Ms D move from prepay energy meters to credit meters

Post visit income maximisation assistance identified £10,567 of unclaimed benefits which the resident is now receiving

LEAP is proving very popular with households and delivering them significant benefits

“I was really pleased with the advice that the LEAP Home Energy Advisor gave. Several of my neighbours have switched energy tariffs and saved on their fuel bills. We’ve all been delighted with the service” Mr Reed, Peterborough.

“I wanted to thank you for coming to my home yesterday. The draught proofing and light bulbs are a great help. I had no idea that this help, advice and caring was available. Please pass on my thanks to Hannah.” Mrs Scott, Enfield.

“I have had excellent feedback from clients I’ve referred to you.The energy saving measures you are fitting will make a real difference by themselves, but energy tariff switching, ECO measures and income maximisation support are also starting to put much larger sums of money into the pockets of some of our hardest pressed households.”Jan Cottrell, Peterborough Wellbeing Service, Peterborough Council for Voluntary Services.

Further case studies are available


We are keen to expand the LEAP service into areas around England, Wales and Scotland where there is no existing similar scheme running

You are welcome to apply to become a LEAP scheme partner from August / September 2018 onwards

We need to agree an allocation from the funding, and set a target for referrals

There is a simple MoU and a data sharing agreement available immediately

Joining LEAP is very straightforward, and the new scheme year is starting shortly


Our People


Gearoid LaneCEO

Jon KimberMD

Nick AingerMD Bierce

Caroline JosephProject Director

A very strong leadership team with a deep understanding of our business sectors

• Co-founder of AgilityEco• 25 years energy experience• Previously MD British Gas

New Markets• Director of Energy

Procurement, Centrica Energy• Member of several Industry

and Government advisorybodies on Low Carbon and Fuel Poverty

• Co-founder of AgilityEco• 30 years energy experience• Previously MD British Gas

New Energy• Low carbon M&A and growth

specialist • Expert knowledge of UK low

carbon policy, supply chainand technologies

• Founder of several start-up property businesses covering Estate Agency, surveying and property leasing

• Chartered Surveyor with over 30 years experience

• Co-founder of AgilitySurvey(now Bierce)

• Expert knowledge of property performance surveying

• 30 years energy experiencein a range of business development roles

• Involved in several energy supply start-ups

• Led development of awardwinning LEAP initiative

• Co-founded Solar2Energy Ltd • Deep understanding of

industry regulations

Leaders backed up by strong, experienced team across our business areas


Contact:

Caroline Joseph or

Gearoid Lane

AgilityEco

2nd Floor, Chancery House

St Nicholas Way

Sutton, Surrey

SM1 1JB

[email protected]

Links and downloads:

www.applyforleap.org.uk

www.emergencyheating.org.uk

www.agilityeco.co.uk

www.bierce.co.uk

LEAP Impact Report 2017

ECHO Impact Report 2017-2018

For further information…

http://www.applyforleap.org.uk/

http://www.applyforleap.org.uk/

http://www.emergencyheating.org.uk/

http://www.agilityeco.co.uk/

http://www.bierce.co.uk/

http://www.agilityeco.co.uk/leap-impact-report-2017

http://www.agilityeco.co.uk/echo-impact-report-2017-2018

introducing agilityeco’s local energy advice partnership (leap) … · leap is a free-of-charge...

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