WP2: Stakeholder meetings · 2019-02-15 · Stakeholder engagement – WP2-task 2.3 – August 2016 Grant agreement number: 649669 – H2020-EE-2014-2015 / HG2020-EE-2014-3 - MarketUptake

Stakeholder engagement – WP2-task 2.3 – August 2016

Grant agreement number: 649669 – H2020-EE-2014-2015 / HG2020-EE-2014-3 - MarketUptake 1

Deliverable D.2.2: Report on stakeholder’s engagement M18

WP2: Stakeholder meetings Task 2.3: Building networks to key stakeholders

Grant agreement 649669

Project Acronym SMART-UP

Project Title Consumer empowerment in a smart meter World

Type of funding scheme H2020-EE-2014-2015 / HG2020-EE-2014-3 - marketupdate

Project website http://www.smartup-project.eu

Start Date of project March 1, 2015

Duration 36 months

Due Date 31th

August 2016

Actual date 11th

July 2017

Dissemination level Public

Nature Report

Number of pages 23 pages

Version Final

Work package WP2 – D2.2 Report on Stakeholder’s engagement

Authors Aniol Esquerra Alsius – Ecoserveis

Contributors All partners

Reviewer Pierre Nolay (Alphéeis)

Keywords Stakeholders, report, engagement

Alphéeis, coordinator

AISFOR (Italy), Ecoserveis (Spain), NEA (UK), PIM (Malta),

Table of content

Ref. Ares(2017)4566235 - 19/09/2017



1. Index

1 Presentation of Smart-Up Project ........................................................................................ 3

2 Context and Objectives ....................................................................................................... 3

2.1 Context of the task ...................................................................................................... 3

2.2 Objectives of the task .................................................................................................. 3

3 Work performed ................................................................................................................. 4

4 Final results ...................................................................................................................... 11

5 Lessons learned and difficulties ......................................................................................... 11



1 Presentation of Smart-Up Project

The overarching aim of SMART-UP is to encourage the active use of Smart Meters and In-House Displays by vulnerable customers, in those Member States where the roll-out of Smart Meters has been embarked upon. Indeed, previous studies have shown that Smart Meters do not lead to energy savings in the residential sector unless households actively use them and are encouraged to modify their everyday practices. Our project intends to fill in this gap, while also raising awareness on demand response services.

The way we intend to do so is by developing a training program for installers, social workers and other frontline staff in contact with vulnerable people, so that they can inform vulnerable consumers about the benefits brought about by smart metering and advise them on how to use their Smart Meter and In Home Display (IHD) units (where fitted) to best effect, each time they are in contact with them. Indeed, most vulnerable and low-income householders require a one-to-one and on-going support.

The training packages will be tested and improved before getting disseminated towards the major actors involved in smart meters deployment (DSOs, energy utilities, installers…). From 50 to 100 installers or other frontline staff will be trained in each project partner’s country. Each of them will deliver face-to-face advise to 10 to 20 households, so as to reach 1,000 households in each country. DSO and energy utilities (depending on the national context) will be involved to provide the necessary support for this experiment and to ensure further dissemination of the training packages.

Besides empowering vulnerable consumers, the project will serve to get some feedback on their specific needs and on the ways to appropriately communicate with them and help them take profit of smart metering. The project will also help consolidate data on how much energy can be saved if vulnerable householders are empowered to make best use of the opportunities that Smart Metering offers.

2 Context and Objectives

2.1 Context of the task

In order to keep the involvement of stakeholders, partners in each country have to create a network to send updates about the project and track the activities concerning the project.

2.2 Objectives of the task

The objective of this task is to establish a network of interested stakeholders in the domestic, public and private sector including social housing providers, utility companies, distribution companies and community organizations etc. All partners will disseminate project updates, key findings and recommendations via this network. Monthly email updates will be sent to the network and at least 2 meetings or informal seminars will be organized. Role of partners: Each partner will contribute to the stakeholder network and will be responsible for disseminating information at local events and preparing monthly updates.



3 Work performed

The following work has been performed in each country.

Spain:

In order to reach the number of agreements to ensure enough houses for the project, Ecoserveis set up several meetings with:

Barcelona Municipal Social Institute

Barcelona Energy Agency

Associació Benestar i Desenvolupament (ABD)

Barcelona Public Health Agency

ECAS (Catalan Social Action Associations)

After meeting with the municipality of Barcelona an agreement has been reached to include SMARTUP in a new project called “Empowerment Plan to tackle Fuel Poverty”. In this synergy, SMARTUP was already able to reach an estimated number of 5.000 houses. Actually, 3.100 houses have been reached which almost 2.500 signed the consent form. At this stage Ecoserveis decided to stop looking for more stakeholders and focused all effort in this collaboration.

Working together with ABD, ECAS and the municipality of Barcelona, Ecoserveis helped to coordinate energy agents and was present in weekly meetings with stakeholders in order to receive feedback and provide guidelines to improve the results. Ecoserveis also provided support to ABD to send three newsletters to stakeholders and energy agents with the update results about household’s visits and news concerning legislation and protection to vulnerable consumer.

Ecoserveis also keep in touch with the municipality of Barcelona to report about the results of the project and that wind up in a new agreement to analyse the impact of the project through a 2 years study in collaboration with one university, the municipal public health agency and one NGO.



Italy:

Aisfor’s initial objective for the SMART-UP operators network building was to involve about 80% as social operators and 20% as installers. In the end, only social operators were involved in the SMART-UP operators network building whom had been identified through a market analysis of the national social market actors providing assistance to vulnerable people. The SMART-UP network is formed mainly by consumer associations and voluntary associations, some municipalities and universities: University of L’Aquila, CONSOL Consorzio cooperative sociali, Cilap EAPN Italia, Lega Consumatori Calabria, Lega Consumatori Rovigo, Lega Consumatori Basilicata, Lega Consumatori Liguria, Lega Consumatori Roma, Unione Nazionale Consumatori, Cooperativa Sociale Abitamondo, Municipality of Silvi, AUSER L’Aquila. A map of the network of the Italian SMART-UP operators is available at https://it.batchgeo.com/map/85b252bf29b4acdda5125ab0b72dfdf3.

Following the signature of the SMART-UP agreements, we trained the operators of the various stakeholders on how to assist vulnerable consumers, conduct the meeting with the consumer, provide an overview about the situation of the electricity market in Italy and provide them tips on energy efficiency to behave.

With the consumer associations, a very interesting synergy was built between the SMART-UP project and an Italian initiative managed by the consumer association “Bonus a Sapersi” to promote the energy social bonus through the organisation of informative / training event s addressing social operators , funded by the Italian Authority for Energy. The SMART-UP project was presented at the “Bonus a Sapersi” events in Rome, Rimini, Pordenone, Lecce, Cosenza, Ferrara, Matera e Rieti with the aim to increase the SMART-UP network of operators and also create awareness amongst the social actors in those area towards SMART-UP initiative so as to inform the vulnerable consumers and invite them to participate.

Other important stakeholders engaged are the municipalities of Silvi Marina (TE) and Bernalda (MT). With the municipalities, the collaboration finalized, contacting the people who had requested the energy bonus and to engage them on the SMART-UP project. In particular in Bernalda (MT) through the collaboration with the Lega Consumatori and Municipality of Bernalda, an event attended by about 60 people who have benefited of state income support was held.

The Italian SMART-UP operators network is regularly connected and updated through two specific ways:

1. Direct contact with every single referent; 2. Monthly newsletter.

1. Direct contact with every single referent

A member of Aisfor’s SMART-UP team is responsible for the regular direct contacts with the operators through phone and email. Once a month a monitoring activity is carried out with the operators to verify the difficulties encountered and to define together possible strategies.

2. Monthly newsletter

The monthly newsletter is published on Aisfor’s websites http://www.aisfor.it/pagine-32-newsletter_smart_up and is sent by mail to a mailing list of operators. Through the newsletter Aisfor provides to all the network member information on the progress of the project; energy

https://it.batchgeo.com/map/85b252bf29b4acdda5125ab0b72dfdf3



efficiency tips for their SMART-UP assistance to vulnerable consumers; events and news of the energy efficiency world. To date three issues of the newsletter have published and sent to the operators by Aisfor reaching about 16 operators who act as umbrella points for forwarding the newsletter to all the network of SMART-UP operators .



France:

Alphéeis organised 4 meetings with partners in Paris, Nice, Cagnes-sur-mer and Nîmes to provide them with more information to help them to carry out the visit.

Alphéeis has also designed a newsletter. The fist number has been sent to partners in July 2016, we intend to send a newsletter every three months to keep them inform and support them.

SMART-UP-NEWSLETTERTRIMESTRIELLEDESPARTENAIRES N°1

Rappel d’information concernant le compteur linky

Questions fréquentes des ménages

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Lorsdel’installa4onducompteur,lesconsommateurs n’auront rien àpayer

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• L’installa4ondeLinkynemodifiepas le contrat de fournitured’électricité, quel que soit lefournisseur.

Alphéeis Pierre Nolay et E4enne Marx

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duréseauetdecommunica4on

Newsletter trimestrielle des partenaires

LETTRED’INFORMATIONN°1-JUIN2016 DANSCENUMÉRO

Rappel d’information concernant le compteur Linky

Questions fréquentes des ménages

Linky et la santé

Comment économiser de l’électricité

Chauffage : Économisez jusqu’à 300 € par an

Eau chaude : Gaspiller de l’eau chaude peut coûter jusqu’à 50 €/an

POURPLUSD’INFORMATIONS

ContacterAlphéeis

EtienneMarx:Tél:[email protected]

PierreNolay:Té[email protected]

VisitezlesiteWebduprojet:

www.smartup-project.eu

SMART-UP-NEWSLETTERTRIMESTRIELLEDESPARTENAIRES N°1

Linky et la santé

Comment économiser de l’électricité

Chauffage : Économisez jusqu’à 300 € par an

Eau chaude : Gaspiller de l’eau chaude peut coûter jusqu’à 50 €/an

Alphéeis Pierre Nolay et Marx



Malta:

In Malta, SMART-UP is being coordinated by Projects in Motion Ltd. and is working to raise awareness on energy poverty and ensuring that vulnerable groupings in Malta are able to stay warm and healthy in their homes. SMART-UP Malta has partnered with the national LEAP project which aims to combat social exclusion and poverty, namely the development of a cluster-based network system at both regional and local levels in order to help vulnerable groupings integrate within the labour market, while build capacity amongst social stakeholders.

SMART-UP is collaborating with LEAP in order to reach out to Malta’s vulnerable households in order to start addressing energy poverty directly. LEAP is committed to reaching out to over 4,000 families via the opportunity created by the Fund for European Aid to the Most Deprived (FEAD) programme, which provides food assistance to those in need. LEAP aims to:

1) Strengthen the Voluntary Sector to foster their role of valid partners in the social service delivery via an outreach programme;

2) Contribute towards more Sustainable Communities by reinforcing and improving the quality of services delivered to the community at the same community level;

3) Networking the Social Welfare Sector (public, private and social actors) to create synergies and render the social system more efficient;

4) Prevent poverty by promoting social mobility through collaboration & mentoring;

5) Profile each family which is in risk of poverty in order to provide action plans for each family to help live a better lives by helping them find employment and education;

6) Provide positive parenting skills though a home base programme, and related accompanying measures like budget skills, energy efficiency etc;

7) Coordinate the Fund for European Aid to the Most Deprived (FEAD)1 – reaching out to over 4,000 families (mostly deprived) distribution of food and carrying out home visits / profiling the needs of these families. This being considered by EU Commission as good practice and been invited to participate on a panel;

8) Support 6 Regional LEAP Centres, (namely Valletta, Qawra Cottonera, Qormi, Kirkop, Xewkija), and 3 LEAP Resource Centres (namely Msida, Gharghur & Santa Lucija).

LEAP is taking advantage of the opportunity to profile the needs of these families, including energy poverty, which provides the opportunity to SMART-UP to both collect data and provide advice at food collection points. The recruitment in Malta is using the following criteria to choose and support vulnerable households:

i. Households in receipt of non-contributory means tested benefits and having 2 or more children below the age of 16;

1 http://ec.europa.eu/social/main.jsp?langId=en&catId=89&newsId=1704&furtherNews=yes

http://ec.europa.eu/social/main.jsp?langId=en&catId=89&newsId=1704&furtherNews=yes



ii. Households having 2 or more children below the age of 16 with an income not exceeding 80% of National Minimum Wage (NMW);

iii. Households having 2 or more children below the age of 16 with an income not exceeding the NMW;

iv. Non-single households eligiblke for non-contributory means tested age pension.

PIM has also held meetings with a number of major local players that can help deliver the Smart-Up objectives across Maltese vulnerable groupings. Of these, the following entities expressed and interest / committed to supporting the delivery of the Smart-Up project in collaboration with PiM.

Richmond Foundation (www.richmond.org.mt/)

The Foundation is a non-governmental and non-profit making organisation (VO/0017) in terms of the laws of Malta. It is a leading local NGO in the provision of community services for persons with mental health difficulties and in the promotion of mental health and the prevention of mental illness amongst the public. It strives to combat stigma and increase awareness on the subject through the local media. The Foundation actively participates in regional and international events where it has the opportunity to increase its knowledge, expand its network, shares its views and heightens its profile and reputation. All outreach nad private home staff have been trained, and data collection is currently in progress.

Sustainable Energy and Water Conservation Unit (www.sewcu.gov.mt)

The Sustainable Energy and Water Conservation Unit (SEWCU) is a government agency which performs a number of functions including the setting up of national policies related to sustainable energy and water use, the preparation of national plans to meet National and EU targets in the fields of energy and water resources management, foreseeing the implementation of measures necessary to achieve these targets, and carry out projects to increase the renewable energy generation, energy efficiency and water conservation within government buildings.

We have started trialling a first set of training for their staff who will shortly start visiting circa 3000 households and providing energy saving advice, and they have decided to include visits to vulnerable groupings in view of the increasing importance of this grouping.

The Department for Social Security (http://socialpolicy.gov.mt)

The Department for Social Security within the Ministry for the Family and Social Solidarity is a government department concerned with the timely provision of financial assistance and other benefits to eligible recipients. The Department for Social Security is interested to disseminate educational SMART-UP project materials about energy conservation and smart metering to all their clients (ca. 25.000 vulnerable households) who receive energy benefits. The Foundation for Social Welfare Services were also approached as potential multipliers however they decided to decline on the opportunity due to Data Protection concerns and since energy is not their concern with vulnerable groupings they assist. Enemalta was also approached but they deemed it premature to get involved with vulnerable groupings until the feedback system and online portal is put in place.

In the meantime, PiM has been active promoting the project locally to the general public by promoting the project website and facebook presence via constituted bodies, and social media.

http://www.richmond.org.mt/

http://www.sewcu.gov.mt/

http://socialpolicy.gov.mt/



United Kingdom:

In the UK, NEA has made approaches to a number of partners and participated in several introductory and follow-up meetings. From these NEA has formed partnerships with four housing associations (Riverside, Gentoo, Freebridge Community Housing and WM Housing). NEA has also liaised with energy suppliers British Gas, Utilita, npower and GB Energy to discuss ways in which they can support the project, although to-date any input has been mainly focusing on gathering insight rather than a commitment to deliver project outputs.

Communication has been frequent and dictated our and stakeholder needs. Generally however it has followed a similar pattern – initial face-to-face meeting and then regular telephone catch-ups. Good practice and learnings from each partnership has been shared with other partners by NEA at these meetings.

A newsletter about the project has also been developed and one edition issued to those who we have trained and are engaging with householders. The aim of this is to keep them engaged as well as share useful insight which can help generally inform them about smart meters and the UK rollout. This will be issued in future on at least a quarterly basis, or more regularly should the need arise.



4 Final results

The next table summarises the results until M20 concerning task 2.3, for all Partners taking part in the project:

Partner Number of meetings/seminars Number of emails/newsletters

ECOSERVEIS 24 3 newsletters, numerous emails

Alphéeis 8 1 newsletters, numerous emails

PIM 9 1 newsletters, numerous emails

AISFOR 26 3 newsletters, numerous emails

NEA 37 1 newsletters, numerous emails

The following tables describe detailed information about each one of the partners involved, regarding all the meetings and trainings done:

D2.2 – Meetings & Seminars AISFOR

Meeting Date Number of

Participants Venue/Organization Participant List Brief Summary

1 05/06/2015 3 AISFOR premises

(Rome)

Pieraldo Isolani - UNC Marina Varvesi Corrado Milito - AISFOR

The meeting aimed to inform UNC (a consumer association) about the project,

verify the role of consumers association in the dissemination and take-up of the

energy social financial help and the role in general of consumers associations to assist vulnerable consumers. The opportunity of

involving the national office of UNC and some selected local offices was discussed

and agreed on.

Pieralso Isolani also expressed the possibility to involve CARITAS and

volunteered to contact them and inform them of the project and possible synergies

2 10/06/2015 2 Municipality of Rome

premises (Rome)

Massimiliano Ostuni - Municipality of Rome Corrado Milito - AISFOR

The meeting aimed to deepen the policies and activities adopted by the municipality of Rome to support vulnerable consumers. The financial help linked to the new "Carta Acquisti" managed by the municipality for

vulnerable consumers was discussed to evaluate the opportunity to deliver the

SMART-UP energy advice also to the consumers owners of the "Carta Acquisti"



3 22/06/2015 4 Premises of

Cittadinanzattiva (Rome)

Tiziana Toto, Tina Napoli - Cittadinanzattiva Marina Varvesi Corrado Milito - AISFOR

The meeting aimed to inform Cittadinanzattiva (consumer association working on energy poverty) about the project, verify the role of consumers

association in the dissemination and take-up of the energy social financial help and

the role in general of consumers associations to assist vulnerable

consumers. The possibilities of involving operators of Cittadinanzattiva for the

enhanced training delivery was disregarded as the National office does not have direct contacts with consumers and it

should be done through the local offices which however may not be involved

4 16/07/2015 2 Premises of

Municipality of Fiumicino (Rome)

Attilio Albiani (Municipality of Fiumicino) Corrado Milito - AISFOR

The meeting aimed to present the project and verify policies and actions of the municipality to support vulnerable

consumers.

5 21/07/2015 2 Conf. call Paolitti - A2A Marina Varvesi - AISFOR

A conference call was organised to deepen the pilot project of a2a (energy distributor, both electricity and gas) to change the gas meters with the introduction of new smart meters and the possibility to combine the

delivery of energy advice during the change of the gas meter. However, due to the long time necessary for the change of the meter and also due to the particular

attention that the operators need to pose in the operation, the possibility of

collaborating was excluded

6 24/07/2015 3 Premises of CILAP

(Rome)

Nicoletta teodosi (CILAP) Massimiliano Ostuni (Municipality of Rome) Corrado Milito (AISFOR)

The Municipality of Rome organised a meeting with the Italian node of the

European network against Poverty (CILAP - EAPN) to discuss the project. It was agreed that CILAP, using its wide network of social

actors, could collaborate on the project. The possibility of disseminating the project

to the social actors was also discussed.

7 21/09/2015 2 University of L'Aquila

Valentina Castello (University of L'Aquila) Francesca Proietti (AISFOR)

During a meeting, the opportunity was seized to inform the university of L'Aquila,

social department, of the project and possibility of synergies with the work of students / graduates. It was agreed to

deepen the collaboration


(Rome)

Nicoletta Teodosi (CILAP) Marina Varvesi, Corrado Milito (AISFOR)

A second meeting was organised to discuss and define the operational plan for

involving CILAP and its social operators on SMART-UP



9 26/10/2015 4 Premises of AISFOR

Annarita Iacopino, Valentina Castello (University of L'Aquila - social department) Corrado Milito, Marina Varvesi (AISFOR)

A meeting was organised with the responsible of the dipartment of the

University of L'Aquila to discuss possible actions with the University and the

association of social operators in L'Aquila. It was decided to organise a SMART-UP training seminar to social operators and

newly graduated students so as to enable them to deliver the enhanced advice. The

training would have been open also to under-graduated students and a

agreement would be signed between AISFOr and the university to carry out the SMART-UP pilot activities as the practical

work of the thesis.

10 03/11/2015 Premises of the Italian Energy

Authority in Rome

Corrado Milito, Marina Varvesi (AISFOR)

Participation to a conference organised by the Italian Authority on energy povertyand

several stakeholders were met and the opportunity was seized to illustrate the

project

11 04/12/2015 3 Premises of CONSOL

- Bracciano (RM)

Corrado Milito (AISFOR) Amando Mantovani (CONSOL)

A meeting with Armando Mantovani was organised to discuss and define the

agreement for involving CONSOL and its social operators on SMART-UP and on project aimed to tackle fuel poverty

12 04/12/2015 3 Premises of the Municipality of

Bracciano

Gloria Bianco (Municipality of Bracciano) Corrado Milito (AISFOR)

A meeting was organised with Gloria Bianco of the Municipality of Bracciano (Roma), manager of the"Social Services

Agreement" between the municipalities of Bracciano (coordinator), Anguillara

Sabazia, Trevignano Romano, Manziana. At the time being, it was not possible to

actively engage consumers. At the end of 2016 it was agreed the

participation of the Association coordinated by the municipality of

Bracciano in two projects aimed to engage vulnerable consumer also to tackle fuel

poverty, among the Social inclusion programme carried out by the Ministry of

Social Policies and by Lazio Region

13 14/12/2015 Premises of CILAP

(Rome)

Marina Varvesi, Corrado Milito, Francesca Proietti (AISFOR) + numerous stakheolders

A training informative session was organised with social actors within th

enational network of CILAP to illustrate the SMART-UP project, create awareness on energy poverty and set the basis for their future engagement on the pilot activities.


(Rome)

Marina Varvesi, Corrado Milito (AISFOR) Simone Maggiore (RSE)

Following the conference a meeting was held with the representative of RSE to

discuss sinergies between SMART-UP and a research project RSE is about to start

addressing vulnerable consumers. It was agreed that the projects may be carried

out on a synergical phases.



15 19/01/2016 2 Conf. call

Marina Varvesi (AISFOR) Fabrizio Chinaglia (Province of Forlì)

A conference call was organised to deepen activities of the FIESTA project and discuss

possible synergies. However due to the ethical issues of exchanging data it was

agreed that it was not possible to combine the activities.

16 05/02/2015 4 Premises of

Cittadinanzattiva (Rome)

Tiziana Toto, Tina Napoli - Cittadinanzattiva Marina Varvesi Corrado Milito - AISFOR

A second meeting was organised with Cittadinanzattiva (consumer association) to discuss possible synergies netwen SMART-

UP and the initiative coordinated by Cittadinanzattiva on "Bonus A Sapersi" to

promote to social - financial actors the financial social help for energy poor (Bonus

Energia). It was agreed that during the informative - training events of the "Bonus a Sapersi" project, a module on SMART-UP

and energy povert would have been included.

17 09/02/2016 5 Premises of ENEA Casaccia (Rome)

Marina Varvesi, Corrado Milito (ENEA) Anna Moreno (ENEA) Liliana Bonfiglio, Francesco Vivoli (MESOS)

A meeting was organised with the person responsible of the training platform and of

energy efficiency within ENEA and an in-house ENEA training company to discuss the possibility to deliver the SMART-UP

training to energy operators. As the SMART-UP training is too focused on social issues with respect to ENEA's mission the possibility was disregarded. However for

personal reason, the possibility of collaborating with a social association will

be analysed in the next days.

18 10/02/2015 2 Premises of UNIAT

(Rome)

Marina Varvesi (AISFOR) Augusto Pascucci (UNIAT)

A meeting was organised with the director of UNIAT (association of tenants) to discuss the opportunity to use the local offices of UNIAT to deliver the enhanced training.

19 16/02/2016 3 Premises of AISFOR

Marina Varvesi, Corrado Milito (AISFOR), energy responsible (LEGA CONSUMATORI)

A meeting was organised with the energy responsible of LEGA CONSUMATORI (A consumer association) to illustrate the project and discuss the engagement of

local offices of LEGA CONSUMATORI on the pilot. It was agreed to proceed with the training of the local offices in order to enable them to deliver the enhaced

training

20 25/02/2016 Premises of

Acquirente Unico

Marina Varvesi (AISFOR) + numeorus stakeholders

Marina Varvesi participated at the kick-off conference in Rome of the project "Bonus a Sapersi" organised by Cittadinanzattiva. At the event the SMART-UP project was illustrated to numerous social actors and

possibility of future collaborations were set

21 20/04/2016 5 Premises of UNC

Massimiliano Dona, Marco Vignola, Luisa Daidone (UNC) Marina Varvesi, Corrado Milito (AISFOR)

A second meeting was organised with UNC to discuss and define the operational steps

for the training and delivering enhanced advice by UNC operators



22 23/05/2016 4 Premises of CSV

(L'Aquila)

Marina Varvesi, Corrado Milito (AISFOR) Simona Santilli (CSV) Carlo Salustro (AUSER)

A meeting was organised to discuss with CSV (the association of all social volunteer association) and AUSER (association of old

people) to illustrate the project and the collaboration of AUSER for the delivery of

the enhaced training. It was agreed to train AUSER social operators and to involve

them on the pilot SMART-UP

23 27/05/2016 Rieti

Marina Varvesi (AISFOR) + numeorus stakeholders

Marina Varvesi participated at the "Bonus a Sapersi" event in Rieti organised by CODICI (a consumer association) to

illustrate the project and set the basis for future collaboration. In particular the

association of CARITAS Rieti was interested in collaborating n the project and it was

agreed to deepen the practical aspects via email in the following days.

24 23/06/2016 2 Premises of

Municipality of Silvi

Corrado Milito (AISFOR) Chiara Minicucci (Municipality of Silvi)

A meeting was organised to discuss the project and agree how it could fit with the

activities of the municipality to support vulnerable consumers, in particular with

the BONUS ENERGIA. It was agreed to train the operators of Silvi, send a formal letter by the commun to all the citizens entitled

to the BONUS ENERGIA and create a heldesk with the offices of the municipality

to deliver enhanced advice

25 04/07/2016 2 Premises of the social operators association

in L'Aquila

Corrado Milito (AISFOR) Valentina Castello (University of L'Aquila) Social Operators Association

A meeting was organised to discuss the activities of the municipality of L'Aquila to

support vulnerable consumers / energy poor. The intention of the municipality to

create a database of vulnerable consumers and to segment this specific target of

cosnumers was discussed.

26 01/06/2015 2 Premises of FdV

Marina Varvesi (AISFOR) Serena Rugiero (FdV)

A meeting was organised to discuss SMART-UP and new projects addressing

vulnerable consumers of AISFOR and FdV to define synergies and possible

collaborations

D2.2 – Meetings & Seminars Alpheeis



1 23/06/2015 4 CR Picardie, Amiens

Pascal Brunon, Frédéric Leporq (CR picardie), Pierre Nolay, Etienne Marx (Alphéeis)

Presentation of Smart-Up project analysis of the opportunity to co-

operate with CR Picardie

2 24/6/2015 2 UNCASS, PARIS Christophe Piteux (UNCCAS), Pierre Nolay (Alphéeis)

Discussion of the co-operation between Alphéeis and UNCASS for the Spart-Up project. Discussion on

how UNCASS will engage CCAS in the project.



3 17/09/2015 4 Habitat Marseille Provence (Social

housing), Marseille

Gaetan Lazzara, Philippe tendil (HMP), Pierre Nolay, Aurélie Goater (Alphéeis)

study of a Partnership with Habitat Marseille Provence (HMP) to

deploy the Smart-Up project on the buildings managed by HMP. The

smart meters will not be installed before 2017-2018

4 21/09/2015 4 EDF, Marseille

Anne-laure Cubières, patrick Lesbros (EDF), Pierre Nolay, Aurélie Goater (Alphéeis)

Discussion of the co-operation between EDF and Alphéeis around the IHD to provide an experimental

IHD developed by a subsidiary of EDF

5 21/11/2015 5 EDF , Nîmes

Anne-laure Cubières, Frédéric LAULAN, Eric MIQUEL, Marie-Hélène BAUMES (EDF), Pierre Nolay (Alphéeis)

Assessment of the opportunity of co-oeration between EDF, Social

housing organisations in Nîmes and Alphéeis to deploy the project

Smart-UP. The smart meters are not yet installed in a suffisant

number

6 05/01/2016 3 UNCSS, Paris Christophe Piteux, juliette Boureau (UNCCAS) Pierre Nolay

Validation of the content of the training session. Preparation of the

training sessions

7 11/05/2016 2 CR Ile-de-France,

Paris Guillaume Joly (CR idf), Pierre Nolay (Alphéeis)

Presentation of the SMART-UP project to the Ile-de-France

Regional Council who is studing the opportunity to launch an action in

favour of fuel poor households

8 14/06/2016 2 EDF, Cagnes-sur-mer Pascal Hager (EDF), Pierre Nolay (Alphéeis)

Assessment of the opportunity of co-oeration between EDF, Social housing organisations in Alpes-

Martimes and Alphéeis to deploy the project Smart-UP

D2.2 – Meetings & Seminars NEA



1 13/07/2015 6 NEA Head offices

NEA: David Lynch, Research Officer; Sarah Wright, Communications Manager; Juliette Burroughs, Research Officer; Steve O'Brien, Training Office; Gentoo: Kirsty Tweddell, Energy Project Coordinator; Nicola Scorer, Green Futures Manager

Gentoo were one of the original partners and provided messages of support.

Discussed recruitment and next steps in project delivery. Agreed would need to

consider ways that can identify householders with SM as they don't have this information, but suggested ways this

could work, eg data-share agreement with British Gas or another supplier



2 20/08/2015 4 NEA Head offices

NEA: Nicola Jeavons, Business and Partnership Officer; Sarah Wright, Communications Manager NEA; Juliette Burroughs, Researcher, NEA; Graeme Jackson, Utilita

To discuss possible involvement of Utilita in supporting the project. Briefed them

on the project, they are keen to be involved with some kind of Gentoo

partnership but needs further discussion with Gentoo.

3 24/08/2015 6 British Gas, Leeds

NEA: Sarah Wright, Communications Manager; Juliette Burroughs, Research Officer; Steve O'Brien, Training officer. British Gas Smart Meter & vulnerable customer teams - David Curran, Lisa Fairall, Amy Harding

British Gas are a supplier and an initial supporter of the project. The meeting

was to find out more about their smart meter processes, training and discuss

their support for the project

4 15/09/2015 5

Gentoo / Utilita @ NEA Annual

Conference in Sheffield

Sarah Wright, Communications Manager, NEA; Juliette Burroughs, Research Officer, NEA; Nicola Scorer, Gentoo; Graeme Jackson and Louise Moody, Vulnerable customer team, Gentoo

To discuss next steps with Utilita and Gentoo re possible x-promotion of

project. Agreed to issue joint-branded letter [later cancelled due to concerns re

brand promotion/associations].

5 24/09/2015 2 North East / London Steve O'Brien / Juliette Burroughs (NEA)

Opportunity to spend day with British Gas smart meter installers on fact-finding

trip

6 22/10/2015 3 FutureEnergy/Newca

stle

Sarah Wright, Communications Manager, NEA; Tim Cantle-Jones, Founder, Future Energy Supply; Jem Morris, Smart Meter training co-ordinator, Future Energy

Discussed how future energy supply were planning on training installers and

rolling out smart meters to understand if any way they could support smart up.

Became clear that this was unlikely due to the way they were delivering their

rollout activities.

7 07/01/2016 2 Teleconf

Juliette Burroughs, NEA; Chloe Webb, Freebridge Community Housing

Update on project, discussion on progress re pilot

8 08/01/2016 2 Teleconf Juliette Burroughs, NEA; Kirsty Twedell, Gentoo

Update on project, catch up re Gentoo progress on recruitment and

engagement

9 29/01/2016 2 Riverside / Liverpool

Juliette Burroughs, NEA; Bernie McCullough WM Housing Officer

Discussed Riverside Housing's involvement in the project, sharing

resources and agreeing participation and actions.



10 03/02/2016 2 WM Housing /

Coventry

Juliette Burroughs, NEA; Rhoda Wilkinson, Riverside

Discussed WM Housing involvement in the project, sharing resources and agreeing participation and actions.

11 17/02/2016 3 Teleconf

Sarah Wright, NEA; Juliette Burroughs, NEA; Kirsty Twedell, Gentoo

Update on project, catch up re Gentoo progress on recruitment and

engagement

12 23/02/2016 2 Teleconf Juliette Burroughs, NEA; Jamal Lee, EMH Homes

Initial call after they expressed interest in the project. Discussed what it would involve, didn't have enough staff or

resources to commit to in-house training at that time

13 23/02/2016 2 Teleconf Sarah Wright, NEA; David Henry Your Homes Newcastle

Introduced by Kirsty from Gentoo as thought there may be potential for YHN

to get involved. Said that they weren't far enough along or knew where SM

installed in properties so probably not feasible at that time


Update on proejct, catch up re Gentoo progress and recruitment, engagement

15 08/03/2016 2 Teleconf


Update on proejct, catch up re WM Housing progress

16 11/03/2016 2 Teleconf Juliette Burroughs, NEA; Rhoda Wilkinson, Riverside

Update on project, catch up re Riverside delivery of project


Update on project, catch up re Gentoo delivery of project

18 05/04/2016 2 Teleconf


Update on project, catch up re WM Housing delivery of project


Update on project, catch up re Riverside recruitment issues


Update on project, catch up re Riverside on progress

21 03/05/2016 2 Teleconf


Update on project, catch up re WM Housing delivery of project

22 11/05/2016 4 Teleconf

Juliette Burroughs, NEA; Sarah Wright, NEA; Kirsty Tweddell, Gentoo; Nicola Scorer, Gentoo

Update on project, discussion re progress within Gentoo and difficulties with

recruitment of households



23 16/05/2016 4 Teleconf

Juliette Burroughs, NEA; Sarah Wright, NEA; Bernie McCullough, WM Housing; Representative from Community Switch

Discussion re data-sharing and support available via Community Switch energy advice agence [subsequently went into

administration]

24 19/05/2016 2 Teleconf


Update on project, catch up re pilot delivery

25 04/07/2016 2 Teleconf Juliette Burroughs, NEA; Siobhan O'Loughlin, npower

Update on progress, catch up on progress following meeting in July. Some

progress being made.

26 05/07/2016 2 Freebridge

Community Housing / Kings Lyn


Discussed potential for Freebridge to support SMART-UP. Shared resources and approach.Very keen, potential for

them to support the pilot

27 06/07/2016 2 Teleconf Sarah Wright, NEA; Suzanne Ardern GB Energy

Discussed their interest in supporting SMART-UP. Small supplier and will be

visiting vulnerable SM customers directly. Discussed potential for their advisors to undergo SU training and

provide advice

28 12/07/2016 2 Teleconf Sarah Wright, NEA; Kirsty Tweddell, Gentoo

Update on project, catch up re issues with agreement


Update on project, catch up re riverside progress

30 25/07/2016 6 npower (at NEA London offices)

Peter Smith, Head of Policy, NEA; Juliette Burroughs, Research Officer, NEA; Siobhan O'Loughlin, Npower; Nicola Steward, Npower; Hafsa Sadiq, Npower, J Goode, Npower (vulnerable customer and smart meter team reps)

nPower are one of the large suppliers but still in the early stages of procedures re vulnerable customers. Discussed ways

could support the project including data-sharing / matching exercise to help identify households within housing association partner patches to help

identify SM customers

31 26/07/2016 2 Teleconf


Update on project, catch up re progress on delivering SMART-UP

32 12/08/2016 2 Teleconf


Update on project, catch up re progress on pilot, including recruitment processes

and data collection


Update on project, atch up re progress on advice delivery, numbers, data-

matching, data-collection



34 26/08/2016 2 Teleconf Juliette Burroughs, Bernie McCullough

Update on project, catch up re progress on advice delivery, numbers, data-

matching, data-collection

35 30/08/2016 3 Teleconf

Juliette Burroughs, Sarah Wright, NEA; Siobhan O'Loughin, Npower

To follow up from previous meeting and check on progress, see if they could

become partners. Seemed unlikely that they could help with data sharing or any

kind of proactive recruitment

36 17/10/2015 2 NEA HQ Sarah Wright, NEA; Steve Bolan, Thirteen Housing Group

Provided overview of project, discussed potential for 13 to be involved, seemed

to have way of identifying customers [never responded to subsequent

requests for follow-up]

37 29/10/2015 2 Teleconf Sarah Wright, NEA; Graeme Maughan, Peabody Housing

Peabody interested in receiving project training however unlikely have many (if

any) smart meter customers as primarily operating tower blocks in london where SM installs will be particularly delayed. Thanked for support but both agreed

probably not something that could progress.

D2.2 – Meetings & Seminars PIM



1 13/10/2015 4 Sustainable Energy

and Water Conservation Unit

No attendance list Discussion with Ministry stakeholders

2 09/06/2015 9 Sustainable Energy

and Water Conservation Unit

No attendance list Training of Ministry stakeholders and technical staff

3 27/01/2016 3 Meeting with MFSS No attendance list Discussion with Ministry stakeholders

4

18/04/2016 12 Qormi Hostel and Paola Hostel,

Richmond Foundation

Attendance list Training visit at Qormi Hostel and Paola Hostel, Richmond Foundation

5 05/05/2016 10 Kids In

Development (KIDs) Attendance list Training visit at Kids In Development

(KIDs) St. Joseph’s High Street, St. Venera

6 06/05/2016 7 Nature Trust Attendance list Training to Educational services providers

7 13/06/2016 6 Villa

Chelsea, Richmond Foundation

Attendance list Richmond Foundation team dissemination & training (Msida)

8 16/06/2016 5 LEAP No attendance list Meeting with vulnerability training

decision makers in order to vet teaching material



9 01/08/2016

– 04/08/2016

27 LEAP Attendance list Training to all LEAP staff

D2.2 – Meetings & Seminars Ecoserveis



1 09/03/2015 2 AGIC (Installer Association)

Aniol Esquerra ECO, Raül Rodríguez AGIC

SMARTUP Presentation to the Installers Association of Catalonia

2 17/06/2015 2 IMSS (Barcelona Social Services

Institute)

Marta García ECO, Eladi Torres IMSS

SMARTUP Presentation to the Institute of Social Services of

Barcelona

3 19/06/2015 3 EU (Barcelona's Urban Ecology Department)

Marta García ECO, Montse Mateu EU, Fermí Vallvé EU

Possible synergy to use smartmeters installed by the

municipality of Barcelona

4 27/07/2015 2 ICAEN (Catalan Energy Agency)

Marta García ECO, Merce Rius ICAEN

SMARTUP Presentation to the Catalan Energy Agency

5 05/08/2015 3 ABD (NGO) Marta García ECO, Nuria Salas ABD, Mònica Plana ABD

SMARTUP Presentation to ABD (Social entity)


Aniol Esquerra ECO, Cristina Ramos ECO, Montse Mateu EU, Fermí Vallvé EU

Discussion about data protection concerning the smart meters used by the municipality of Barcelona


Institute)

Aniol Esquerra, Cristina Ramos ECO, Ana Cris, Eladi Torres IMSS, Montse Mateu, Fermí Vallvé EU

Discussion considering synergies between LABORA project and

SMARTUP.

8 20/10/2015 2 AEB (Barcelona's Energy Agency)

Aniol Esquerra ECO, Cristina Castells AEB

SMARTUP presentation to the Barcelona's Energy Agency

9 22/10/2015 2 ABD (NGO) Cristina Ramos ECO, Nuria Salas ABD

Second meeting considering synergies with different project

with ABD

10 18/11/2015 4 ECOSERVEIS Aniol Esquerra, Cristina Ramos ECO, Mònica Plana, Núria Salas ABD

Discussion about the possibility to train the volunteers of the

association ABD as frontline staff.

11 01/12/2015 3 ECOSERVEIS Aniol Esquerra, ECO Fermí Vallvé, Montse Mateu EU

Meeting about personal data protection with Barcelona

Municipality



12 02/12/2015 3 ECOSERVEIS Aniol Esquerra, Cristina Ramos ECO, Mònica Plana ABD

Discussion about the implementation of the SMARTUP

methodology through the LABORA project.


Aniol Esquerra ECO, Fermí Vallvé EU, Pep Salas ENERBYTE, Cristina Castells AEB

Meeting with the company ENERBYTE to understand how to

access the data from the smartmeters and which can of data

it is possible to read.


Institute)

Cristina Ramos ECO, Eladi Torres IMSS

Discussion with the institute of social services to check a possible

synergy with the points of information of energy.

15 15/12/2015 2 Social Services of

Terrassa Aniol Esquerra ECO, Carme Freixa Terrassa

SMARTUP presentation to Terrassa Municipality

16 21/12/2015 2 ECOSERVEIS Aniol Esquerra ECO, Alex Barberà MIRUBEE

Possible synergy to install monitoring systems in WP5 small

scale pilot


Aniol Esquerra ECO, Fermí Vallvé, Montse Mateu EU

Follow up meeting with Barcelona

18 26/01/2016 5 ASPB (Barcelona Health Agency)

Aniol Esquerra ECO, Mª José, Marc ASPB, Mònica, Juli ABD

Possible sinergy with the Barcelona's public health agency.


Aniol Esquerra, Cristina Ramos ECO, Cristina Castells, Eli, Irma AEB, Mònica Plana ABD

Follow up meeting


Aniol Esquerra, Cristina Ramos ECO, Cristina Castells, Eli, Irma AEB, Mònica Plana ABD

Follow up meeting



Proposal to Public Health Agency of Barcelona considering SMARTUP

future SMARTUP results.


Aniol Esquerra ECO, Nuria Salas ABD, Irma Soldevilla AEB

Discussion about the problems to access to the data and the

installation of Smartmeters



Proposal to Public Health Agency of Barcelona


Institute)

Aniol Esquerra, Joana Mundó, Marta García, Cristina Ramos ECO, Ricard Fernandez IMSS

Feedback concerning first results to IMSS



5 Lessons learned and difficulties

N/A

Documents

WP2: Stakeholder meetings · 2019-02-15 · Stakeholder engagement – WP2-task 2.3 – August 2016 Grant agreement number: 649669 – H2020-EE-2014-2015 / HG2020-EE-2014-3 - MarketUptake