1. Pathfinder Kick-off Meeting Introduction to AECOM & Sustainable Living Research Programme Simon Hartley 1 st March 2011

2. Content: General introduction to AECOM AECOM Sustainable Development Group Project Team Members Research Project Experience Overview of AECOM Approach to Sustainable Living AECOM’s Project Role & Responsibilities

3. Introduction to AECOM Global provider of professional technical and management support services involved in 6/10 of the world’s largest infrastructure projects Market leader in the delivery of: –Building & Civil Engineering –Transportation –Design & Planning –Corporate: Research & Intelligence –Water –Environment –Cost Consultancy & Programme Management –Energy services –Sustainable Development Group. Over 51,000 highly capable, professional staff, in 740 offices, spread over 100 countries – with approximately 110 staff based in Cardiff

4. AECOM SDG / R&I R & I comprise approximately 100 specialists with experience of conducting different types of research with variations of emphasis which broadly mirror AECOM service offering e.g. water; energy, etc SDG SW & Wales Team comprise 13 staff with expertise in sustainable energy; behaviour change; carbon management; building energy modelling; ventilation; education; policy development; Part L/F Building Regulations; Environmental Management & GIS;

5. Sustainable Living: Project Team Members

6. AECOM SDG The nature, level, diversity and scale of AECOM projects means we have experience of undertaking practical climate change mitigation & research projects in all sectors. Examples include: –Domestic Energy Great British Refurb, Micro CHP trials –Transport Freight Best Practice Programme; Safe Routes To Schools –Food London Borough Councils Food Strategies –Water Domestic water consumption and CSH research; investigation into rainwater harvesting and SDS

7. Domestic Energy Evaluation of Whole House Assessment – Welsh Assembly Govt Research Project Experience

8. The Research Programme Phase I: Short term –Engagement –Identify possible Case Studies –Identify data sources –Set up evaluation processes –Identify Indicators of success (and possibly failure) Phase II: Medium term –Data collection –Look at inputs and outputs –Review evaluation approach Phase III: Longer term –Interim Look at outcomes and impacts Review research approach –Final Look at outcomes and impacts Address specific research questions

9. Overview: AECOM Approach to ‘Sustainable Living’ Phase One: to 31 March 2011 Scoping phase / study Establish research objectives and questions –CO2e; approaches to community action; evaluate ‘models’ of community based interventions, delivery by the programme management team; assess role of POs. Systematic research review –What are appropriate / likely projects to be evaluated? Which groups able and willing to set targets and measure progress? Development of scheme typologies and case study options –Projects look at different sectors, 18 projects in different locations, Identification of key stakeholders –POs, local authorities, community groups, practitioners, business,

10. Research Questions in terms of: impacts: What levels of GHG emission reductions have been achieved? behavioural change contributing to outcomes: What changes in behaviour have been generated, how and why? Are these sustainable? community engagement: which project theme generated the greatest level of community engagement and why? penetration and sustainability: How does the delivery of impacts of different approaches vary between locations, across socio-economic groups and why? evaluating the different ‘models’ of community based project interventions: Which models / approaches are the most efficient in terms of costs/benefits? assessing delivery of the pathfinder project programme by POs and management team: What role did PO have in accelerating community projects / what approaches acted as barriers to meaningful dialogue and collaboration?

11. Overview: AECOM Approach to ‘Sustainable Living’ Phase One: Up to end of March 2011 Develop process and impact evaluation framework Research indicator scoping –What are appropriate indicators? Dataset review –Are datasets available to monitor and measure? Process evaluation scoping and definition –What is community action? What processes will be analysed (PO interventions; types of community group structures, etc? Theory of change outlines prepared –Develop robust framework to explore the logic behind what happens in practice reflecting specific nature of initiatives taken

12. Overview: AECOM Approach to ‘Sustainable Living’ Phase One: Up to end of March 2011 Pathfinder Officer Preparation Develop a matrix for case study identification –Each PO has 3 No. projects; WAG to select projects for detailed research; all to contribute ideas regarding project selection –Typology of initiatives according to, for example: objective; target population; scheme ownership; location Develop pro-formas for case study scoping & data collection –All s/holders to participate, will be driven by need of community project, researchers and additional WAG/LA work-stream –Precise tools to be developed Prepare training materials and undertake initial training –Will provide detailed and focused research training

13. Monitoring and Recording Following initial engagement with Stakeholders –Focus will be on collating basic ‘headline’ data for each potential case study (within a long list of, say, 120) –This will enable actual case studies to be selected for evaluation Criteria to be determined to facilitate the selection of final case studies –Criteria should allow comparisons to be made across candidate case studies –Should aim for a representative cross section of case studies, covering all relevant sectors and differing approaches to community involvement, project development and delivery More detailed data will then to be recorded for selected case studies, to fully define and characterise the case study in advance of the evaluation phase The actual basic data to be collated will reflect the nature of the initiative and the criteria used for choosing between candidate case studies:

14. Overview: AECOM Approach to ‘Sustainable Living’ Phase Two: April 2011 Primary Data Collection (by Pathfinder Officers): Collation of stakeholder communications, contacts and outputs –Descriptions of activities and reflect upon: what went well, didn’t go well and why not what should be done differently next time and other information Community engagement records –Categorisation of initiatives: provides a focus for data collection assists when reviewing the transferability of findings about similar types of interventions Case study scoping and delivery records –case studies provide examples of inputs (intervention) /outputs (initiatives delivered); evaluation will need to record, monitor and evaluate each of these accurately

15. Overview: AECOM Approach to ‘Sustainable Living’ Phase Two: April 2011 Theory of Change (prepared in liaison with Pathfinder Officers) Draft intervention mapping prepared (one for each type/sector of investment transport, energy, waste and water) Process mapping of roles and responsibilities Ongoing Support to Pathfinder Officers Quarterly evaluation/research meetings Ad hoc training and support Dataset collation

16. Overview: AECOM Approach to ‘Sustainable Living’ Phase Two Action Learning Group 1, Autumn 2011, 2 in Spring/Summer 2012, and 3 Autumn 2012 (in phase 3) Identify scope of meeting Identify presentations, working group topics, prepare material / facilitate sessions Prepare write up & feed into interim analysis of short term / interim outputs and outcomes including collation of PO outputs Rationale ObjectivesFeedback Appraisal Evaluation Monitoring Implementation

17. Overview: AECOM Approach to ‘Sustainable Living’ Phase Three: Validate Theories of Change Undertake cross-cutting analysis of change Test hypotheses generated in Phase 2 Prepare updated mapping by investment sector Ex-Post analysis of data Develop compendium of research Generate GIS based analysis Identify short term behavioural changes

18. AECOM: Project Role & Responsibilities

19. Thank You - Questions simon.hartley@aecom.com