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Home Energy Makeover Contests: Administrative Roadmap

Home Energy Makeover Contests: Administrative Roadmap. Utility Web Exchange, January 14, 2009 Bruce Matulich, Executive Director (916) 480-7314, bmatulich@egia.org www.egia.org. EGIA Brings All Facets Of The Home Improvement Market Together Towards One Common Goal …Saving Energy.

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Home Energy Makeover Contests: Administrative Roadmap

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  1. Home Energy Makeover Contests:Administrative Roadmap Utility Web Exchange, January 14, 2009 Bruce Matulich, Executive Director (916) 480-7314, bmatulich@egia.org www.egia.org

  2. EGIA Brings All Facets Of The Home Improvement Market Together Towards One Common Goal …Saving Energy

  3. Establish A Program Plan & Timeline If You Don’t Know Where You Are Going, Any Road Will Get You There! A Detailed Contest Plan That Includes Detailed Action Items, Target Dates And Stakeholder Responsibilities Keeps All Parties Focused And On Track

  4. Product Sponsor Recruitment Host A Sponsor Kickoff Meeting To Set The Stage • Identify All Targeted Product Solutions For Potential Integration Into Winning Home(s) • Invite A Wide Range Of Potential and Competing Sponsors • Create A Sense Of Urgency • Offer Various Levels Of Involvement • Sponsor Level ($5,000 - $10,000 In financial or in-kind support) • Supporter Level (Up To $5,000) • Create A Compelling Value Proposition For Product Sponsors • Define the utilities objectives • Describe how the contest and Sponsors will be publicized • Reinforce the need to commit quickly or risk being left behind

  5. Product Sponsor MOU Defining The Rules Of Engagement • Written agreement between Product Sponsor and Utility/ Program Sponsor that describes roles and responsibilities • Product Sponsor agrees to contribute and install products and services in the selected home(s) • Program Sponsor agrees to provide promotional support and consideration to the Product Sponsor • Product Sponsor agrees to promote the Home Energy Makeover Contest through their own marketing/ communications

  6. Customer Sign-Up Process Keep It Simple Customer Contact Information, Size and Age Of Home, Acknowledgement That They Have Read The Contest Rules and Agree To Terms

  7. Customer Questionnaire Telephone Customer Survey Of Top 50-75 Homes To Gather Additional Information • Special Usage Characteristics • Review Contest Rules • Determine Customer Availability Throughout The Duration Of The Project • Determine Customer Willingness To Be Interviewed By Media And Have Their Home Photographed • Review Potential Tax Liability • Gain Acceptance To Conduct Post Installation Usage Monitoring Rank Order The Top 20 Candidate Homes Based On Energy Saving Potential And Homeowner Characteristics

  8. Winning Home Selection Process Your Selecting A Home AND Its Occupants 1 Grand Prize 20 Finalists (received comprehensive home analysis) 75 Semi-Finalists (received in-depth phone survey) The Riddle family is joined by Marcie Edwards, Anaheim Public Utilities General Manager (right) All Applicants (ranked based on BTU/ sq. ft.)

  9. Comprehensive Home Analysis If It’s Home Performance You’re After, It’s All About Building Science Conduct Comprehensive Home Analysis Of Each Of The 20 Semi - Finalists To Determine How The Homes Are Performing In Order To Recommend The Home Best Suited To Demonstrate Deep Energy Savings And Comprehensive Measure Integration

  10. Winning Homeowner Agreement Setting Clear Expectations Will Avoid Problems • Written Agreement Between The Contest Sponsor(s) And The Winning Homeowner • Clearly States Homeowner and Sponsors Responsibilities • Indemnifies All Sponsoring Parties • Ends The Selection Process As A Definitive Winner Has Now Been Selected And Agrees To All Contest Terms

  11. Coordinate The Installation Process Tight Project Coordination And Overall Installation Supervision Is Required. You Need To Manage Contractor Activities And The Homeowners Expectations

  12. Capture and Document The Results Utility Talks Energy Savings, Homeowner Talks Comfort PROJECT FACT SHEETS • Document Before Condition How Bad Was It? • Document After Installation How Good Is It? • Recognize Sponsors

  13. Media Open House Creating Free Media and Public Advocates For Your Program If You Build It They Will Come!

  14. Customer Workshop Everybody Is A Winner

  15. Building An Informational Website • Develop A Fluid Website That Will Evolve Throughout The Duration Of The Contest • Website Should Include: • Overall Contest Description & Objectives • Legal Posting Of Official Contest Rules • Online Customer Contest Registration With Receipt Confirmation • Examples Of Program Marketing Materials • Press Releases And Media Coverage • Fact Sheets/ Case Studies (Once Installation Is Completed • Consider Including Online Home Analysis To Add Interactive Element • Sponsor Recognition www.egia.org/Anaheim

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