1. Selling Conservation- How To Get Buy-In From Customers National Energy and Utility Affordability Conference Denver June, ‘08 A. Tamasin Sterner Pure Energy www.PureEnergyAudits.com

2. Presentation Outline ►Share a philosophy and methods used ►Discuss cases audited - May ’05 – Jan ‘07 ►Discuss what was discovered during the home visits/energy audits ►Share results - one and two years later ►Share successes, lessons learned

3. About Pure Energy ►Pure Energy's mission is to support everyone in discovering ways to reduce energy use. ►Since 1986, we have been in over 30,000 homes – mostly low income. ►Our approach involves tools and techniques that focus energy saving efforts where they can do the most good.

4. Pure Energy’s Approach ►Win-Win-Win approach ►Three assessment choices 1. Jiffy Audit: no site visit – use analysis only 2. Walk Through Audit: no major diagnostics 3. Comprehensive Audit: includes 1, 2 & full range of appropriate diagnostic tests ►Facilitation & referral ►Support & problem solving ►Tracking results

5. Utility Low Income Weatherization and Customer Assistance Programs ►Weatherization Programs – some include Customer Assistance Program services and some don’t ►Our experience ranges from auditor, installer, QA, program consultant, contractor trainer

6. High Users Pilot Objectives The goals were to: ►Understand how a particular household uses electricity, ►Identify the possibilities to reduce that use, ►Explain the benefits of the CAP Program, & ►Partner with the occupant for the best possible outcomes.

7. Our Methods ► Use Analysis ► The Coaching Model

8. Use Analysis ►The customer’s patterns of use drive measures and energy education

9. Savings Follows Waste Total electricity use relates directly to potential electricity savings Source: Carroll and Berger, APPRISE, PA Energy Forum, 2007

10. Annual End Use Consumption Ranges (kWh) National averages trued up to PA utility program experience

11. Coaching Model with thanks to Maria Nemeth, Ph.D. ►LOOK ►SEE ►TELL THE TRUTH ►TAKE AUTHENTIC ACTION If Authentic Action needs to be taken to get results, the Truth needs to be told

12. Coaching Takes Time ►LOOK ►LOOK at the thing. Focus. ►SEE ►SEE what it is doing, how it is acting – notice, examine, and discern. ►TELL THE TRUTH ►TELL THE TRUTH – All Partners - about what is seen. Associate with costs, benefits, expectations, choices, options, consequences. ►TAKE AUTHENTIC ACTION ►TAKE AUTHENTIC ACTION, together, to move in a positive direction.

13. Coaching Example ►LOOK ►LOOK : There is a heating unit in the garage. ►SEE ►SEE : It is set to come on at 74 degrees. ►TELL THE TRUTH ►TELL THE TRUTH : Heating the garage uses a lot of electricity and costs $X per month. You are not paying for all the electricity you use. The utility wants you to use less electricity… ►TAKE AUTHENTIC ACTION ►TAKE AUTHENTIC ACTION : Remove temperature sensitive items from the garage; separate laundry area from the rest of the garage…

14. Another Example ►LOOK ►LOOK : There is a dehumidifier. ►SEE ►SEE : It is running and it is winter. Rainwater drains into the basement due to foundation leaks and poor street drainage. ►TELL THE TRUTH ►TELL THE TRUTH : It costs $X to run the dehumidifier each month. If the rainwater didn’t enter the basement, the dehumidifier wouldn’t have to run in the winter. You are not paying for all your electricity use. The utility wants you to use less electricity so they don’t have to cover you. ►TAKE AUTHENTIC ACTION ►TAKE AUTHENTIC ACTION : Let’s call the City and report the problem together. Even, consider moving?

15. RESULTS

16. The Participants ►All the customers in the pilot:  Used a lot of electricity  Were CAP program participants  Needed to participate in the Pilot in order to stay on CAP

17. Tamasin’s Cases at a Glance ►22 total cases ►20 went through the entire pilot ►11 are still connected two years later ►6 of the 11 are now off CAP ►9 cases are still saving two years later and the savings ranged from 8% to 47% annually

18. Total Electricity Use, Pre-Audit Tamasin’s Cases

19. Annual Baseload Tamasin’s Cases

20. Electricity Use Analysis, All Cases, Pre-Audit Tamasin’s Cases

21. Pre-Audit Usage Ranges Avg.Min.Max. Avg. Non- Case Use Annual Total 44,50034,00072,00016,000 Baseload (Incl. hot water) 24,25011,00060,00010,000 Summer 1,95507,0001,500 Winter 17,8415,00035,0004,500 Electricity Usage Ranges among Cases (kWh)

22. Pre- and Post-Audit Use Customer Total Annual kWh * Still on CAP * * * * * *

23. Selected Cases ►Since this presentation is about effective energy education and persistent savings, we are now going to look at the 11 cases who are still connected and have 2 years of post-audit data

24. Case A TOTAL ANNUAL KWH

25. Case A Reasons for High Use ►Holes in the thermal barrier ►Inadequate insulation ►Constant dehumidifier and fan use due to flooding from poor street drainage

26. Case A Measures ►Insulation and air sealing ►Education ►Adjusted refrigerator temperature ►CFL’s ►Customer worked with the City to improve rain drainage problem ►Roof leaked again since insulation

27. Case B TOTAL ANNUAL KWH

28. Case B Reasons for High Use ►The old heat pump wasn’t working properly – the auxiliary heat was always on ►Thermostat set with Fan On instead of Auto

29. Case B Measures ►Reset thermostat fan setting to Auto ►Met with the complex Maintenance, showed him the problem, and asked him to arrange for service ►Education

30. Case C TOTAL ANNUAL KWH

31. Case C Reasons for High Use ►High baseload due to high number of occupants, multiple TV’s on most of the time, leaking water heater, bad refrigerator ►High AC use due to AC thermostat not accurate, inadequate returns so bedrooms pressurized at night ►One AC duct disconnected

32. Case C Measures ►Replaced refrigerator ►Installed CFL’s ►Replaced AC thermostat ►Reconnected duct ►Undercut bedroom doors ►Installed window film on W and S windows ►Appliance timer on TV’s left on all night ►Education

33. Case D TOTAL ANNUAL KWH

34. Case D Reasons for High Use ►Very high baseload use due to hot water clothes washing, multiple refrigerators/freezers ►High summer use – 5 room AC’s, 3 of which were 5 or 6 EER ►High winter use - Washer and dryer in the garage, so she kept the garage electric heater on

35. Case D Measures ►Switched washer hoses ►Installed CFL’s ►Eliminated beer tap ►Father built wall to separate laundry area ►Replaced 1 AC and removed another ►Replaced thermostats ►Added insulation and air sealed ►Education

36. Case E TOTAL ANNUAL KWH

37. Case E Reasons for High Use ►High temperatures desired – ill occupant ►24 hour a day lighting ►Poor insulation ►Greenhouse with dueling thermostats

38. Case E Measures ►Insulation ►CFL’s ►Education

39. Case F TOTAL ANNUAL KWH

40. Case F Reasons for High Use ►Lots of occupants ►Out buildings with tenants ►24 hour lighting ►6 inefficient room AC’s ►High solar gain ►Bad refrigerator

41. Case F Measures ►CFL’s ►Removed 3 bad AC’s and replaced with 1 ►Window Film ►New Refrigerator ►Education

42. Case G TOTAL ANNUAL KWH

43. Case G Reasons for High Use ►12 occupants ►32 year old heat pump ►Hot water laundry

44. Case G Measures ►CFL’s ►New water heater ►New heat pump ►Insulation ►Education

45. Case H TOTAL ANNUAL KWH

46. Case H Reasons for High Use ►Bad refrigerator ►Constant dehumidifier use/uncovered sump pump ►Old fax machine using 500 watts every 10 seconds (for 3 seconds each time) ►Old line voltage thermostats

47. Case H Measures ►New refrigerator ►New fax machine ►Sump pump cover ►CFL’s ►Education

48. Case I TOTAL ANNUAL KWH

49. Case I Reasons for High Use ►Lots of air leakage ►Electric oven used to heat two rooms

50. Case I Measures ►Air sealing ►Insulated attic space ►Education

51. Case J TOTAL ANNUAL KWH

52. Case J Reasons for High Use ►Bad refrigerator ►Electric baseboard thermostat that wouldn’t shut off ►AC air handler set for “on” instead of “auto” ►Lots of “guests”

53. Case J Measures ►New refrigerator ►New thermostat ►CFL’s ►Education

54. Case K TOTAL ANNUAL KWH

55. Case K Reasons for High Use ►Bad refrigerator ►Bad water heater ►Dueling heat pump thermostat operators – classic “she’s cold/he’s hot”

56. Case K Measures ►New water heater ►New refrigerator ►CFL’s ►Education

57. ANALYSIS

58. Top Reasons for High Baseload Use ►High number of occupants ►Hot water leaks in pipes, fixtures or water heater ►Long shower time ►Very inefficient refrigerators/freezers ►Multiple refrigerators/freezers ►24 hour a day lighting ►Other mechanical, appliance or electronics issues: computers on 24/7; air handlers ‘on’; ceiling fans on 24/7

59. High Number of Occupants

60. 24 Hour Lighting

61. Top Reasons for High Winter Use ►Thermostat issues  Dueling heat pump thermostat operators  High thermostat settings  Faulty thermostats/dueling controls ►Structural problems causing heat loss

62. Use and Maintenance Ignorance

63. Pre-Audit Use Compared to 2 nd Year Post-Audit CaseResult A* Saved 42% B* Saved 47% C Saved 22% D* Saved 30% E Increased 250% F* Net Zero% G Saved 8% H Saved 33% I* Saved 8% J* Saved 13% K Saved 11% * Still on CAP

64. What Work Was Done? Mostly Typical Measures… ►Refrigerators and freezers were replaced, removed, and temperatures adjusted ►Energy efficient lighting installed ►Thermostats were replaced ►West and south facing windows were tinted ►Reconnect disconnected ducts and balance ►Heat pump replaced ►Insulation and air sealing ►Water heaters replaced

65. So… What Was Different? How did these folks save so much more than typical? ►The customer’s use was analyzed before the audit:  We focused on the high use categories: where we could make the most difference? ►We applied the Coaching Model:  Look  See  Tell the Truth ( “the party’s over” )  Take Authentic Action

66. Effective Visit Tools ►How Much Electricity Am I Using form ►Form a partnership by telling the truth:  On Track program benefits are a blessing  You are in trouble: may not be your fault… but you are in trouble ►Use analysis - Knowing low to high use ranges – how much electricity use is high ►Determining if the issue is structural, and/or waste, and/or inefficient appliances ►Have multiple metering tools ►Prioritize the spending where it will help the most ►Take the time needed to do it right: research options, multiple visits ►Ask for a commitment

67. How Much Am I Using?

69. Baseload = 34,000 - High Summer = 2,000 - Mid Winter = 11,000 - High

70. Could the Savings have been Higher? ►Time lags between audit and installation  Customers felt disrespected lost motivation when there is too long a lag  Partnership concept was weakened ►Assuming use at $250 a month meant something was wrong ►Treating the shell when the building isn’t the reason for the high use

71. What Doesn’t Work in Customer Interactions ►Doing things TO people – “for their own good”… ►Losing objectivity, patronizing, judgmental ►Inappropriate tone, tempo, volume ►Not balancing receiving with giving information ►Rushing through anything ►Focusing on your stuff rather than their stuff ►Paper pushing without explanation ►Focusing on SELLING rather than Customer’s Buying

72. What Works for Us ►Taking enough time to:  Really connect – to really understand what is going on and why – “look, see, tell the truth, take authentic action”  Explain program purpose and benefits  Know particulars about that household’s energy use, program benefits, potential savings

73. More of What Works ►Allow the family to choose ►LISTEN ►Use the Golden Rule – We Are One ►Make deals – partner on next step actions ►Be the person who made a difference in YOUR life ►Create an opposite frequency when the air is tense or loud ►Involve the kids in the installation or diagnostics ►Learn the kid’s names and use the names

74. Guiding Principle ►Always be in one of these states:  Acceptance: This is what is  Enjoyment  Enthusiasm ►Who I am on my job matches who I am when I’m not at work…

75. Active Listening is a Goal It begins with the intention to listen to the other person. Key skills are to: ►Ask open-ended questions – ones that can’t be answered with a Yes or No ►Paraphrase – state in your own words- what you believe someone just said – to be sure ►Empathizing -- understand they are trying their best – just like you

76. Communication Successes ►Showing the customer how her use compared to average use – an “aha” moment ►Customers appreciated hearing the truth about their bill, benefit, and payment situation ►Showing what month the customer will have to start to pay their full bill if their use remains the same ►Being open and honest – responding and not reacting to the customer’s confessions

77. What Customers Told Us at the Audit ►“I don’t know how much energy I used or use” ►“I didn’t know I wasn’t paying for all the energy I use”

78. What Customers Told Us (One and Two Years after Audit) ►Felt empowered to take actions ►Noticed electricity use went down ►Remembered Action Plan items ►Children are healthier ►Don’t need On Track (CAP) anymore ►Motivated to act on their own on items missed or dropped ►Frustrated about installer follow through in some cases

79. Conclusions The new evidence … High and persistent energy savings are possible when the customer’s use is analyzed and appropriate measures are taken … And when the time is taken to effectively and honestly coach customers.

80. Questions & Feedback A. Tamasin Sterner 717-293-8990 tsterner@PureEnergyAudits.com