hei carbon management programme your programme advisors anna wieckowska (pac) –experienced in...

HEIcarbon management programme

your programme advisors

Anna Wieckowska (PAC)

– experienced in change managementand communications internationally as well as in the UK public sector

– worked with 15 Local Authorities on LACM7 programmes and supported PSCM

Steven Heape (PAT)

– Chartered Engineer and accredited project manager

– 12 years of experience leading engineering projects

– Worked on and led different CM programmes in the private and public sector

your programme leaders

Project Leads

– Nigel Hodgson

– Energy Manager

– Denise Shearman

– Head of Campus Services

Project Sponsors

– Prof Tony Downes

– Deputy Vice-Chancellor

– Mr Colin Robbins

– Director Estates & Facilities Management

the plan for today

programme board session (1 hour)– context of carbon management and HECM6– role and terms of reference of the board– our drivers– setting the challenge– key milestones and reporting

carbon management team and programme board (1 hour)– context of carbon management– what is HECM– our drivers and targets– what do we need to do now

carbon management team (2 hours)– who is on the team– success factors and blockages– previous and current projects– scope – actions and next steps

objectives of this session

to understand the context of carbon management and of this programme

to establish the Programme Board and its terms of reference

to confirm key drivers

to set an aspirational target

to understand milestones

the context of carbon management and of this programme

some of the key drivers

climate change diminishing fossil fuels

organisational carbon management

costs & funding

4.44.1 3.9 3.5

2.1 0.7 0.4 0.010

1

2

3

4

5

m t

CO

2

NHS bodies Schools LocalAuthorities

Gov Estate (inc MOD, Exec Agencies and NDPBs)

Higher Education

FurtherEducation

Police, Fire& Rescue

Other

size of the prize…..public sector estate England

Direct Impact

19.5m tCO2 in buildings alone 8% of non-domestic UK CO2 energy bill in excess of £2.6b PSBS own 10% of all land in the UK at ~

1m hectares & tens of thousands of buildings

Indirect Impact

public services touching key elements of private & domestic sector leadership both through education and by example policy drivers including Ni185,6 (Councils)procurement & planning policy

welcome to HECM6

the largest HECM programme yet . . .

19 large HEIs14 smaller HEIscombined energy bill of around £46millioncarbon emissions of ~ 346,000 tonnes

HECM progress to date- update!

over 264,000 tCO2 pa savings identified to date

That’s over 4,000 tCO2 per university

total cost savings identified of £52m paon average £825k per HEI per year

£ savings based on the 63 HEIs who have quantified £ savings

CO2 savings based on the 63 HEIs who have quantified CO2 savings

what will you achieve on HECM?

educated and mobilised teamestablished senior governancebaseline & future projectionidentified & quantified opportunitiesbusiness case & financing

CIF2 Compatible Carbon Management Plan

the five step process

MOBILISE

step 1: mobilise the organisation

BASELINE AND FORECAST

step 2: set baseline and forecast

IDENTIFY AND QUANTIFY PROJECTS

step 3: identify and quantify projects

CARBON MANAGEMENT PLAN

step 4: define your Carbon Management Plan (CMP)

IMPLEMENTATION

step 5: implementation

Baseline

Mobilisation and Objective Setting

Carbon Management Plan

Prioritisation of Opportunities

Costing

Opportunities Identification

Target Setting

Implement Plan

Approve Plan

Identification and Quantification

Baseline, Forecasts, Targets

Mobilise Organisation

Baseline

Mobilisation and Objective Setting

Carbon Management Plan

Prioritisation of Opportunities

Costing

Opportunities Identification

Target Setting

Implement Plan

Approve Plan

Identification and Quantification

Baseline, Forecasts, Targets

Mobilise Organisation

alignment with CIF2

carbon management programme board

why have a programme board?

what the board should do

who should be on it

why have a programme board?

brings together a number of initiatives contributing to a single aim: reducing carbon emissionsprovides regular, strategic oversight and monitoring of progress against plan and towards benefitsraises ‘blockages’ to a level where they can be removed, e.g. resourcing issuesmanages the expectations of key stakeholdersrecognizes achievements

terms of reference

champion and provide leadership on CM

set and review strategic direction and targets

own the scope of the CM Programme and prioritise carbon reduction projects

monitor progress towards objectives and targets

remove obstacles to successful completion of CM projects

review and champion plans for financial provision of CM projects

ensure there is a framework to co-ordinate projects in CM Programme

not just a committee but a driver!

who should be on the board?

Project Sponsor (Chair)

Executive Sponsor (Senior Academic)

Finance Champion

Co-sponsors to cover main areas of the organisation undertaking CM work (e.g. Estates, Facilities, IT)

CM Project Leader

CM Reduction Project Owners attend periodically to update Board at key stages, or for project issues where the the Board can provide guidance or resource

why programmes fail

lack of real senior management support / availability

lack of resource, e.g. additional to the ‘day job’

lack of financial buy-in to invest-to-save projects

PS or PL leaves – no succession planning

seen as PL project – no wider engagement

‘energy management’ seen as contract efficiency, not proactive demand reduction

poor spread of projects

drivers for carbon management

Anerobic Digestion at Harper Adams evolving landscape of drivers

what are our key drivers?

an evolving landscape of drivers….

national drivers; – Climate Change Act 2008 (34% by 2020, 80% by 2050)– Display Energy Certificate and Building Regulations– Carbon Reduction Commitment Energy Efficiency Scheme– incentives; Feed in Tariffs & the Renewable Heat Incentive

organisational drivers; – saving money– improving reputation– leadership by example– responding to demands of staff and students

sector specific drivers;– HEFCE’s Carbon Reduction Strategy

– sector target of 48% reduction 2005-2020

CIF2

Political

Economic

Sociological

Technical

Legal

Environmental

what are your drivers?

what are the top three drivers for your organisation ?

our drivers are…

our top three drivers are:

1. ….

2. ….

3. ….

setting the challenge

the importance of setting a target

what should our aspirational target be?

wind turbines at lancaster

the importance of setting an aspirational target

bottom-up target setting has created low ambition on previous phases

top-down target setting

– sets the challenge for the team

– motivates the team to look at every area with any carbon emissions

– encourages “pro-activity”

– delivers higher carbon savings 2009 aspirational target

= 30% baseline

reduction over 5 years

5 year Carbon Reduction Targets

25%

18%16%

12%

30%

0

5

10

15

20

25

30

35

2005/6 2006/7 2007/8 2008/9 2009/10

Year

Targ

et

(%

)

setting targets

1990 20052000 20152010 20201995

100

116

60

80

70

90

tonnes

CO

2

Sector Agreed Target1990–2020 34%

reduction2005-2020 48%

Increase by 16 t or 16%

HECM425%

reduction

HECM530%

reduction

Min. CIF2 requirement – reduction

on 2005

5 year target

HECM6

Example: hypothetical HEI

meeting the reduction targets

90%

100%

50%

70%

60%

80%

30%

Better design & asset management• Low CO2 new build• Property rationalisation• Procurement changes

Good Housekeeping• Monitoring and Targeting• Behaviour change and

training• Regular inspection & Audit

Invest to Save• Insulation, heat recovery• Lighting and controls• Combined heat and power

(CHP)• Plant / fleet replacement

Renewable Technologies• Biomass boilers, Wind• Solar thermal, GSHP, etc

Organisational realignment• Policy change & process review

Zero carbon infrastructure• New ways of delivering services• Redefined objectives

10%

20%

10%

?? %

Radical: > New vision> Lifetime costs > Commercial & social partnerships > Managing new risks

Innovative:> Higher cost> Organisation-wide buy-in> New skills> Longer term

Methodical: > Good practice> Lower cost> Existing skills> Shorter term

what will our target be?

what target should we aim for within 5 years ?do we need a longer-term target ?

checking our target makes sense

does the target reflect our ambition?

does our target reflect our drivers?

do we have the organisational appetite to make it happen?

remember, the next 10 months will show if this target is practical / achievable

key milestones and reporting

Biomass at UEA

delivery dates for your diary

5th July

Within 1 week

16th July

August

30th November

Mid-February

31st March

– Internal launch completed

– Project Plan signed off

- Project Identification and Quantification Workshop

– Baseline 80% complete

– First Draft CMP produced

- Second Draft CMP produced

– CMP signed off

Throughout the programme and beyond, the CT will be tracking each HEI on progress and performance

2010

2011

proposed reporting structures

Make this specific to your organisation :

Every 6 weeks Project Board (PB) to meet

Every month Carbon Management Team (CMT) to meet

2 days before PB Project Lead to submit progress report – use RAG status reporting as min standard

questions ?

University of Readingcarbon management programme

Project Leads – Nigel Hodgson & Denise Shearman Project Sponsors – Prof Tony Downes & Colin Robbins

What is the average carbon footprint per annum for an individual in the UK?

050403020100000000

A: 11,000 tonnes B: 20 kg

C: 11 tonnes D: about 2 bags of sugar

50 : 50

How many HEIs are on this years Carbon Management Programme ?

050403020100000000

A: 129 B: 19

C: 34 D: 43

50 : 50

What was the typical target % Public Sector carbon saving target in 2010?

050403020100000000

A: 6% B: 32%

C: 34% D: 48%

50 : 50

What is the sector target set by Hefce on the Government’s 1990 baseline?

050403020100000000

A: 6% B: 32%

C: 34% D: 48%

50 : 50

What is the 5 year target your Programme Board set for you?

050403020100000000

A: 6% B: 32%

C: 34% D: 48%D: 34%

50 : 50

Please customise this slide, feel free to change this and insert any other questions

specific to your organisation that will grab

attention

What was our annual energy bill last year?

050403020100000000

A: £ 3.0 m B: £ 3.5 m

C: £ XX m D: £ 4.5 mD: £ 4.0 m

50 : 50

the plan for today




drivers and context of carbon management

evolving landscape of drivers

size of the prize

42

context

http://www.ipcc.ch/graphics/gr-ar4-syr.htm

an evolving landscape of drivers….

national drivers; – Climate Change Act 2008 (34% by 2020, 80% by 2050)– Display Energy Certificate and Building Regulations– Carbon Reduction Commitment Energy Efficiency Scheme– incentives; Feed in Tariffs & the Renewable Heat Incentive

organisational drivers; – saving money– improving reputation– leadership by example– responding to demands of staff and students

sector specific drivers;– HEFCE’s Carbon Reduction Strategy

– sector target of 48% reduction 2005-2020

CIF2

size of the prize…..public sector estate England

Direct Impact

19.5m tCO2 in buildings alone 8% of non-domestic UK CO2 energy bill in excess of £2.6B PSBs own 10% of all land in the UK at ~

1m hectares & tens of thousands of buildings

Indirect Impact

public services touching key elements of private & domestic sector leadership both through education and by example policy drivers including NI 186 procurement & planning policy

4.44.1 3.9 3.5

2.1 0.7 0.4 0.010

1

2

3

4

5

m t

CO

2

NHS bodies Schools LocalAuthorities

Gov Estate (inc MOD, Exec Agencies and NDPBs)

Higher Education

FurtherEducation

Police, Fire& Rescue

Other

538 Public Sector Carbon Management customers…..

295 Local Authorities, Fire and Police Services

102 NHS Bodies

120 Universities

21 Government Bodies

saving carbon; saving moneypublic sector progress to date

projects implemented to date…

carbon saved over project life – over 6.5m tco2 cost savings over project life – over £650maverage payback period – 2.5 years

projects in the pipeline…

identified carbon savings over project life - 34m tco2 identified cost savings over project life – over £3bnexpected payback period range - ~2-10 years

All services, all years

The Carbon Trust was set up by government as an independent company (limited by guarantee – all profits reinvested)

Mission: to accelerate the move to a low carbon economy

We cut carbon emissions now By providing business and the public sector with expert

advice, finance and accreditation By stimulating demand for low carbon products and services

We cut future carbon emissions By developing new low carbon technologies through project

funding and management, investment and collaboration By identifying market barriers and practical ways to

overcome them

about The Carbon Trust

Public Sector Services

Public Sector Carbon ManagementCollaborative strategic support to large PSBs

Revolving Fund &Energy Efficiency Loans

Carbon SurveysIdentifying opportunities

Carbon Trust Carbon TrustEnterprises

Salix Finance

Carbon Trust StandardRecognising real carbon reduction

Design AdviceNew build and refurb

Planning ToolkitSupporting planning officers

Public Sector Carbon NetworkOnline issues exchange forum

Partnership for RenewablesCommercial onsite renewables Bespoke Service

Tailored support

Carbon Management LightLight touch support for small PSBs

Low Carbon Procurement ServiceEmbedding carbon into purchasing policy

Low Carbon WorkplaceRefurbishment & occupancy

Carbon Management RevisitedFollow on support to raise the bar

why does the CT work in the HE sector?

in addition to a substantial direct CO2 impact …

long term indirect impact– wide range of responsibility– leadership and example– key to meeting climate change targets– influence across private, public and domestic sectors

HEs have a unique potential – engaging a major part of the local

community and the decision makers of the future

what is HECM ?

public sector programme context

aims of the programme

HECM Phase 6 – 10/11

aims of the HECM programme

to help you to cost effectively cut carbon emissions from your estate and operations by:– ensuring senior support for carbon management across

your organisation– providing technical know how and training on carbon

saving projects and technologies– helping you to comply with relevant regulatory

requirements– facilitating cross-sector learning so you can learn from

and support each other

the HECM certificate - criteria

CMP shows– full sign off by Senior Management Team– overall cost and carbon savings clearly stated– the investment needed to achieve savings also

clearly stated– target for reducing carbon, backed up by quantified

carbon reduction projects– all projects have owners and deadlines– policies and procedures reflect Carbon

Management

genuine partnership

us you technical & change management consultancy supportdedicated programme advisor available by phone and emailon site, regional and national workshopsmonthly webinarscarbon management toolkit

committed programme team including Project Leaderengaged senior sponsor and high level supportparticipation at workshops and webinarsoutputs: – carbon footprint– projects register, with quantified

financial & carbon savings– implementation plan to achieve

carbon and cost savingskeep to the ten month timetable with fixed milestones

HECM progress to date- update!

over 264,000 tCO2 pa savings identified to dateThat’s over 4000 tCO2 per university

total cost savings identified of £52M paon average £825k per HEI per year

£ savings based on the 63 HEIs who have quantified £ savings

CO2 savings based on the 63 HEIs who have quantified CO2 savings

what the programme entails

the five step process

MOBILISE

step 1: mobilise the organisation

BASELINE AND FORECAST

step 2: set baseline and forecast


step 3: identify and quantify projects


step 4: define your Carbon Management Plan (CMP)

IMPLEMENTATION

step 5: implementation

MOBILISEBASELINE AND FORECAST



IMPLEMENTATION

events to help you

• two national conferences – May and October/November

• webinars, approximately monthly, on topics relevant to the programme stage

• conference calls – monthly with PL/DPL - and three with sponsors

• five on-site workshops – building your CM capability

the breadth of carbon management

1. policy

2. responsibility

3. data management

4. comms and training

5. finance and investment

6. procurement

7. monitoring and evaluation

activity - where are we now ?

in groups discuss where you believe you are now and where do you want to be for each of the categories

each group to be assigned categories

be prepared to report back to the main group

you have 10 minutes

activity - where are we now ?

our drivers and targets

role of the programme board

our drivers

our targets

programme board terms of reference

champion and provide leadership on CM

set and review strategic direction and targets

own the scope of the CM Programme and prioritise carbon reduction projects

monitor progress towards objectives and targets

remove obstacles to successful completion of CM projects

review and champion plans for financial provision of CM projects

ensure there is a framework to co-ordinate projects in CM Programme

not just a committee but a driver!

our drivers are…

our top three drivers are:

1. ….

2. ….

3. ….

the importance of setting an aspirational target

bottom-up target setting has created low ambition on previous phases

top-down target setting

– sets the challenge for the team

– motivates the team to look at every area with any carbon emissions

– encourages pro-activity

– delivers higher carbon savings 2009 aspirational target

= 30% baseline

reduction over 5 years

5 year Carbon Reduction Targets

25%

18%16%

12%

30%

0

5

10

15

20

25

30

35

2005/6 2006/7 2007/8 2008/9 2009/10

Year

Targ

et

(%

)

setting targets

1990 20052000 20152010 20201995

100

116

60

80

70

90

tonnes

CO

2

Sector Agreed Target1990–2020 34%

reduction2005-2020 48%

Increase by 16 t or 16%

HECM425%

reduction

HECM530%

reduction

Min. CIF2 requirement – reduction

on 2005

5 year target

HECM6

Example: hypothetical HEI

meeting the reduction targets

90%

100%

50%

70%

60%

80%

30%

Better design & asset management• Low CO2 new build• Property rationalisation• Procurement changes

Good Housekeeping• Monitoring and Targeting• Behaviour change and

training• Regular inspection & Audit

Invest to Save• Insulation, heat recovery• Lighting and controls• Combined heat and power

(CHP)• Plant / fleet replacement

Renewable Technologies• Biomass boilers, Wind• Solar thermal, GSHP, etc

Organisational realignment• Policy change & process review

Zero carbon infrastructure• New ways of delivering services• Redefined objectives

10%

20%

10%

?? %

Radical: > New vision> Lifetime costs > Commercial & social partnerships > Managing new risks

Innovative:> Higher cost> Organisation-wide buy-in> New skills> Longer term

Methodical: > Good practice> Lower cost> Existing skills> Shorter term

our aspirational target

Using a baseline year of 2008/9 our aspirational target is to achieve a xx% reduction by xxxx

To be completed based on the outcome from the

Board session

questions ?

carbon management team session

the plan for today




objectives

to understand the organisation’s strengths and weaknesses

to define roles and responsibilities of the CM Team

to understand what support the programme can provide

to agree the emissions baseline scope

– data requirements and who’s providing what

to begin identifying CO2 Saving Projects

– what’s already underway

– what we plan to do

– project definitions and quantification

the CM team

deputy project lead can balance skills of PLmonthly meetings, with PL leadingget CM into your annual performance objectives

the CM team:

Estates / buildings maintenanceIT servicesFinanceProcurementAcademic representative(s)Residential ServicesStudent representativeBuilding manager

Student union representativeCapital development projectsEnvironmental and sustainabilityWaste managementExternal AffairsGreenlands CampusExternal tenantCatering Servicess

roles & responsibilities

support the project leader

ensure CM is integrated across the organisation

provide baseline data

identify projects, write project definitions and quantification

implement projects

strengths and weaknesses

Exercise 1

organise into two groups

identify organisational strengths and weaknesses

what areas are likely to be most difficult and why

strategies to overcome

prepare to present back

77

what carbon trust provides

a network of peers going through the same

process at the same time

learning from past participants

software toolkit of template documents, examples, standard factors and measures, integrated spreadsheets and

‘white paper’ guidance on technical issued

experienced consultants funded by the Carbon Trust

78

software toolkit

spreadsheets

1. baseline

2. rapid assessment of potential (RAP)

3. carbon management projects register (CMPR)

deliverable templates

1. project plan

2. carbon management plan (CMP)

guidance

– webinars

– newsletters

– “deck of cards”

This afternoon

Starter Pack

software toolkit of template documents, examples, standard factors and measures, integrated spreadsheets and ’

guidance on technical issues

79


previous CMPs

contacts with peers

alumni involvement

participation at national/regional events


80

experienced consultants

mastery of the processactive guidancere-active advice and guidancesupport with baseline and initiatives– technical advice– quantification support– identify suitable sources

support with spreadsheets and document formats

experienced consultants funded by the Carbon Trust

81

remember!

success criteria for the plan1. Provide justified quantification of opportunities2. Define clear governance to carry through to full implementation

tips - feedback from alumni3. project leader needs good skills - communication is key4. sponsor support is very important5. align the plan with corporate priorities6. you will need broad contacts within the organisation7. don’t get stuck on the baseline!8. identify and involve ‘an assistant’ with complementary skills9. ask for help when you need it

CO2 saving projects

Discussion

1. what’s already underway across all departments/schools/faculties?

2. what is already planned and funded?

3. what is planned but not funded?

CO2 saving projects: actions

PL should compile from this discussion a list of current and planned projects and owners, to be completed by [date], [PL name]CM team to inform PL of any additional projects by [date], ALL

actions

baseline data– CM team members to provide data to PL, [date], ALL – [name] populates baseline tool, [date]

finalise identity of existing projects– let PL know about other projects and owner, [date], ALL– PL compiles list of existing projects, [date], [PL name]

quantification– PL meetings with individual team members to complete

quantification, [date of last meeting], [names]

CM team provide general support to the programme by:– talking to colleagues– direct & indirect support– being positive

timelineMay MarchJuly September

Capturing wider opportunities

MOBILISE THE ORGANISATION

SET BASELINE AND FORECAST

Write document

IMPLEMENTATION

Key CM Projects

Refine Sign OffCARBON MANAGEMENT PLAN

Existing projectsIDENTIFY AND QUANTIFY Projects

StarterPack

Nov Jan

National CM Seminar

CT Launch

Internal Launch & Stakeholder Mgt workshop

Project Identification & Quantification workshop

CMP Workshop

Cost & Priority Surgery

Project Plan Signed Off

CMP Review Day

Full draft of CMP review + feedback call

Final CMP and QA

Implementation Transition workshop

Workshop National event Milestone

Sponsor calls Monthly calls

Key

PL call

Sections 1-3 of CMP (with review for 1:1)

CMPR QA

October January

PROGRAMME ‘DRUMBEAT’

W

Webinars W

e-bulletins

W W W W W W W W W

questions ?

hei carbon management programme your programme advisors anna wieckowska (pac) –experienced in...

Documents

cif2 slide

implementation slide

resource slide

carbon reduction projects

public sector slide

change management

carbon emissions

projects step