ISEIF Smart Grid Education Report

Smart Grid Consumer Education PROGRAM REPORT
(April 2013)
Prepared for the Illinois Science & Energy Innovation Foundation by:
FORESIGHT BRIGHT LLC
Foresight Bright | ISEIF Consumer Education Program Report
TABLE OF CONTENTS
Executive)Summary).......................................................................................................................)3! Methodology)....................................................................................................................................)5! Contextualizing)the)Smart)Grid)System)..................................................................................)7! Contextualizing)Illinois)Smart)Grid)Rollout)......................................................................)10! Consumer)Education)Mission) ..................................................................................................)11! Research)Frameworks) ...............................................................................................................)12! Utility)Smart)Grid)Education)Findings).................................................................................)14! Industry Analog Findings) ............................................................................................................)19! Viable)Activities)...........................................................................................................................)22! Program)Structure)and)Process).............................................................................................)28! Program)Management)...............................................................................................................)31! ) APPENDIX)&)RESOURCES)..........................................................................................................)33! Relevant)Consumer)Education)Guidelines) from)2011)Illinois)Grid)Modernization)Act)........................................................................)34! ComEd/Ameren)Detailed)Smart)Grid)Rollout)Comparison)..........................................)35! Utility)Rollout)Precedent)Matrix)............................................................................................)37! Further)Researched)Precedent)Matrix)................................................................................)41! Further)Researched)Precedents)With)Interviews)...........................................................)42! Consumer)Behavior)Report)Timeline)..................................................................................)43! Foundation)Size/Admin)Comparison)Chart).......................................................................)44! Annual)Conferences)...................................................................................................................)45! Sources)Contacted).......................................................................................................................)47! Key)Terms)&)Acronyms).............................................................................................................)50! Key)Media)Sources)......................................................................................................................)52! Relevant)Organizations).............................................................................................................)54! Works)Consulted).........................................................................................................................)59!
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Executive Summary
Foresight Bright, LLC was engaged in February 2013 to perform research and analysis to help inform the development of an effective consumer education platform for the Illinois Science and Energy Innovation Foundation (ISEIF). ISEIF will be implementing a grant initiative supporting smart grid and peak time rebate program education for Illinois customers, including low-income consumers and low-income senior citizens. A comprehensive review and analysis of smart grid education precedents, as well as strategies from analog industries, was conducted, with the goal of identifying the most effective options for Illinois. This process was guided by ISEIFs fundamental mission: to empower consumers to understand and adopt smart grid technologies and related programs; to create positive changes in consumer behavior related to patterns of energy use; and transform cultural norms regarding the relationship between the consumer, the utility and energy consumption. An initial examination of the smart grid system, locally and nationally, identified several key challenges to the fulfillment of this mission, including: consumer motivation and behavior, technology development and adoption, and the emerging nature of the smart grid industry. Unique features of Illinois smart grid rollout, such as its size (nearly 5 million meters will be installed), extended timeline (up to 10 years), and the growing occurrence of municipal aggregation, present opportunities to spearhead innovative approaches that address the challenges in smart grid education. These opportunities include: the ability to test, iterate and scale projects over time, to collect meaningful data that measures education effectiveness, to interface with civic leaders, to coordinate with utility efforts, and to address more systemic issues that require a longer timeframe for results. Several frameworks were used to evaluate smart grid education precedents and education strategies from other industries. The first defined three orders of impact consumer, market and system -- to codify the focus of efforts in relationship to the consumer, and the level of change sought. The second organized education activities into common marketing categories that emerged from the research. The timing of these activities with relation to smart meter installation, as well as the relative cost and impact of various education approaches, were analyzed as part of this framework. Tactics with a distinct focus on lowincome populations or communities were particularly noted. Finally, potential education approaches were reviewed in light of ComEd and Amerens plans, to ensure harmonization between ISEIFs strategy and the outreach efforts of the utilities. The output of this process identified seven initial priorities for ISEIFs education platform: 1. Motivate consumers who currently have smart meters to benefit from them, including by participating in peak time rebate programs. 2. Leverage the experience of the current ComEd footprint to identify replicable and scalable models for consumer education. 3. Spearhead primary consumer research to identify the techniques that will be most effective in Illinois. 4. Build a coherent messaging strategy among ISEIF grantees and other key stakeholders. 5. Identify strategies for effectively reaching low-income retail customers, including seniors, and/or harder-to-reach consumers, in targeted locations. ! 3
6. Foster consumer expectations about meter delivery and create a sense of inclusivity. 7. Accelerate the development of a more mature, consumer-facing technology market. Coordination and collaboration between grantees, projects, and across sectors (e.g. nonprofit organizations, municipalities, utilities, and businesses) will be key to successful execution of these priorities. The collection of meaningful metrics will be equally important to ensure effectiveness within the rapidly changing smart grid system, as will iterating and scaling projects over time. Research provided a wealth of information to inform high impact consumer education activities, as well as a rich understanding of the context in which these activities will occur. Interestingly, no direct analogs to ISEIF were found in prior smart grid rollouts. Its position as an entity that is independent from government and utilities, and focused on implementing smart grid consumer education, is unique. The Foundation represents an unprecedented opportunity to accelerate the development of the ideal future consumer, and transform the marketplace and broader energy system to facilitate this consumers emergence.
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Methodology
In order to inform the development of an effective consumer education program for the Illinois Science and Energy Innovation Foundation (ISEIF), Foresight Bright LLC, a sustainable innovation firm, began a comprehensive review, analysis and research effort related to smart grid consumer education and outreach in February 2013. From this research, a body of knowledge was developed and best practices to guide ISEIFs activities were identified. The methodology included: Review of more than 50 smart meter rollouts in the U.S. and several abroad; Interviews, both in-person and via phone, with more than 30 individuals including those from utilities, municipalities, private sector companies, foundations, nonprofits, educational networks, advocacy organizations, and those with personal smart meter experience. Analysis of websites, reports, conference materials, news articles, peer-reviewed academic journals and other written sources Synthesis of best practices, key principles, market segments, messaging strategies, and knowledge gaps. The research included a review of prior smart grid consumer education efforts, analysis of industry analogs, and an assessment of foundation best practices to guide implementation.
Smart Grid Education Precedents

Previous utility deployments of smart meters and their associated consumer education efforts were reviewed to explore common and unique outreach strategies, deployment timing and methods for engaging low-income retail customers, including seniors.1 Ten deployments were identified as strong candidates for a closer examination2 because they were particularly effective, encountered noteworthy challenges, or employed tactics tailored to low-income communities. The Smart Grid Consumer Collaborative (SGCC) and the Department of Energy (DOE) also cited several of these deployments as success stories. Five utilities were interviewed via telephone or in-person to better understand their experiences and approach to consumer education, including a discussion of results (when available).3
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1!A!detailed!matrix!of!utility!smart!meter!rollouts!can!be!found!in!appendix!section!Utility&Rollout&Matrix.!
2!Research!analysis!can!be!found!in!appendix!section!Further&Researched&Precedents.!!
3!Conversation!details!can!be!found!in!appendix!section!Further&Researched&Precedents&with&Interviews.&&
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Industry Analogs
Consumer education efforts from the non-utility sector were also explored in-depth, recognizing that the most compelling ideas are often hybrid approaches created from diverse sources. Education efforts from industries involving similar technical adoption and behavior change issues were reviewed, including the financial services sector, public health field and the transition to digital TV, among others.
Other Implementation Guidance

In addition to providing an analysis that would help inform ISEIFs strategic plan for education activities, Foresight also conducted research related to foundation best practices and other guidance that would improve program implementation. ! To identify best practices with regard to grant-making program design and implementation, several experienced philanthropic professionals were interviewed.4 A scan of Illinois non-profit organizations was conducted to develop initiatives that would draw upon existing strengths, recognize potential gaps, and identify geographic and demographic relevant networks. Given the requirements in the Energy Infrastructure Modernization Act, statewide reach and connections with low-income communities, including seniors, was a particular focus of this effort. Research included interviews with organizations executives and program staff, and review of websites, articles and other materials.4
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! 4!For!a!full!list!of!contacts,!see!appendix!section!Sources&Contacted& ! 6
Contextualizing the Smart Grid System

Effective implementation of smart grid education in Illinois requires a thorough understanding of the context in which the smart meter rollout will occur. What has been called the Smart Grid System includes a multitude of stakeholders that interact with, and influence consumers in different ways. Currently, there is little formal coordination between these entities as it relates to educating consumers. Therefore, alignment across the system is an important element for effectively reaching consumers. Such facilitation will help provide coherent and actionable messages. The following diagram depicts the complexity of the basic system in which ISEIF operates. !
Figure 1. ! Further evaluation of the Smart Grid System reveals a number of potential education barriers and possibilities for the smart grid rollout in Illinois. In order to be successful, projects must take advantage of the opportunities while also addressing challenges. !
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Consumer Challenges & Opportunities

1. Unmotivated Audience: With low energy prices compared to other regions, and no energy management experience, consumers have little immediate compulsion to change their consumption habits. ISEIF-funded projects will need to identify strategies for overcoming this inherent stasis. 2. Uncertain Benefit: Consumer benefits from grid modernization are evolving and less well-defined than utility benefits. Realizing these advantages will require user behavior change, maturation of the marketplace for consumer-facing products and increased understanding of real-time pricing incentives. 3. Absence of Cultural Norms: Active energy management is foreign to most consumers. Over time, meter deployment and effective consumer education may create cultural norms such that neglecting to manage ones energy becomes socially unacceptable. 4. Dispersed and Diverse Audience: Illinois population is dispersed in rural communities and dense urban centers. This and other community and cultural diversities present access and messaging challenges. Education tactics will need to address these variations. 5. Consumer Bombardment: Consumers are inundated by thousands of promotional and informational messages. Effectively reaching them will require influential strategies and consistent messaging. 6. Instigating Action: Smart meters enable consumers to benefit from potential changes. However, adoption of technology does not automatically predicate manifestation of behavior change, such as reducing peak load consumption particularly if there isnt an effective feedback loop. 7. Consumer Technology: Smart meters will enable a multitude of emerging technologies, such as smart appliances and thermostats, distributed renewable energy systems, as well as offerings such as real time pricing (RTP) and peak time rebates (PTR). While current products present usability, availability, and quality discernment challenges, future market development will potentially aid consumer behavior change and increase energy savings. 8. Resistance to AMI: Fears regarding health, safety and privacy have created customer resistance to smart meter deployment, including in Illinois. Mitigating concerns with accurate information from trusted sources will be key to implementation and represents an opportunity where a non-utility messenger could prove effective.
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Market Challenges & Opportunities

1. Emerging Market: The market for consumer-facing smart grid technologies is nascent. The number of available products is relatively small, technologies are still developing, and interoperability standards have not been fully established. 2. Evolving Implementation Timeline: The schedule for installation of advanced metering infrastructure (AMI) in IL continues to evolve. ISEIF will need to closely monitor utility rollout plans and associated education efforts in order to effectively coordinate activities with ComEd and Ameren.5 3. Linking Education With Results: Specific data for identifying the most effective smart grid education tactics does not yet exist. Several studies have been initiated (noted throughout this report), but this data gap suggests primary research could be useful in determining the most effective strategies. Many previous rollouts occurred on an expedited timeline, leaving little room for testing and iteration of innovative consumer education programs.6
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! 5!Details!can!be!found!in!appendix!section!ComEd/Ameren&Detailed&Smart&Grid&Rollout&Comparison! 6!For!a!full!list!of!ongoing!research,!see!appendix!section!Ongoing&Consumer&Education&Studies& ! 9
Contextualizing Illinois Smart Grid Rollout

Scope and timing are critical elements for understanding the emerging smart grid system in Illinois. Compared with the size and duration of other deployments, Illinois is slated to be one of the five largest (by number of meters) and one of the longest. Servicing a 58,000 square mile territory, ComEd and Ameren will install nearly five million residential smart meters between 2012-20217. In comparison, over 75% of other rollouts studied were completed within four years, regardless of the number of meters installed. As a result of this compressed time frame, a significant portion of other utility smart grid education and outreach efforts were limited to fairly traditional direct marketing tactics, with few innovative education strategies being attempted. Additionally, research revealed that no prior rollouts had access to a dedicated, funded, third party like ISEIF to assist with education. The lack of a direct precedent for ISEIF, combined with the extended rollout timeframe, provides four unique consumer education opportunities. These include the ability to: 1. 2. 3. 4. Test, iterate and scale effective projects over time; Collect data and measure education effectiveness; Productively coordinate with utility efforts, acting as a third-party facilitator; Address more systemic issues that tend to require a longer timeframe for results.
Municipal aggregation is another important contextual element in Illinois. Under such a system, local governments negotiate and select the electricity contract for their communities. As a result, municipalities are developing greater engagement with energy issues on both the individual and community level. While this illustrates the increasing complexity of the smart grid system and the utility-consumer relationship, it also presents potential opportunities to leverage and collaborate with interested civic leaders during AMI implementation. !
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! 7!Rollout!schedule!subject!to!change.!Additional!details!regarding!rollout!timing!and!location!is!located!in! appendix!section!ComEd/Ameren&Detailed&Smart&Grid&Rollout&Comparison.! ! 10
Consumer Education Mission

ISEIF seeks to empower consumers to understand and adopt smart grid technologies and related programs; create positive changes in consumer behavior in terms of levels and patterns of energy use; and transform cultural norms regarding the relationship between the consumer, utility, and energy consumption. In pursuit of this mission, ISEIF will use a consumer education platform to accelerate change leading toward a more ideal: Consumer, who employs smart grid, real time pricing incentives, and related consumer-facing technologies to manage their energy usage, implement more clean energy solutions, and encourage others to do the same; Market, with robust, high-quality technologies to facilitate consumers actions; Energy system, which will make desirable consumer behaviors the default through greater efficiency and resilience. Informed!by!these!longGterm!goals,!consumer!education!precedents,!and!an!assessment! of!opportunities!and!challenges!facing!Illinois,!seven!nearGterm outcomes have been identified that will guide efforts in the first years of smart meter deployment: 1. Empower consumers who currently have smart meters to benefit from them; 2. Leverage the experience of consumers with smart meters to identify the most effective, replicable and scalable consumer education tactics; 3. Undertake consumer research to identify which education strategies work best in the specific context of Illinois; 4. Build a coherent messaging strategy among ISEIF grantees and other stakeholders; 5. Identify strategies for effectively reaching low-income retail customers, including senior citizens, and/or harder-to-reach consumers in targeted locations; 6. Foster consumer expectations about meter delivery and create a sense of inclusivity; 7. Accelerate the development of a more mature, consumer-facing technology market, as well as participation in a peak time rebate program. These near-term outcomes will be used to benchmark initial progress toward the underlying education program goals. Concrete indicators and metrics will be developed to measure progress and overall effectiveness of funded education projects. Desired outcomes will evolve over time, as the system expands and develops.
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Research Frameworks
In order to interpret research findings from the review of smart grid education precedents and analog industries, a set of common frameworks were used to categorize consumer education tactics and strategies and identify viable activities.
Framework A: Orders of Impact

Three different orders of impact, or levels at which change takes place in relation to the consumer were initially defined.
Figure 2. First order impact activities seek to directly influence consumers. For example, a person deciding to purchase a compact fluorescent light bulb after seeing an advertisement on public transit represents a first order education strategy. Or, an individual who donates blood after learning of the opportunity to do so via a colleague or friend would also represent first order influence. Second order impacts are targeted at influencing markets in which consumers participate. The LEED (Leadership in Energy and Environmental Design) certification system for buildings is indicative of this order of impact, where a set of accepted common standards has transformed the market for green buildings and related products.
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Third order impact strategies focus on affecting the entire system of stakeholders, which could include government, business, academia, nonprofits and consumers and often involves a multifaceted approach. These efforts seek to change the dynamics of systems, potentially having far-reaching effects. One example is a habitat conservation initiative focused on eliminating invasive species. The effort succeeded by passing a set of standards and regulations that were reinforced by the refusal of insurance companies to insure vessels that lacked necessary treatment systems. Another illustration of an ongoing third order impact effort is The Future of Fish (FoF). Focused on fostering more sustainable fishery practices, FoF collaborates with entrepreneurs across all levels of the seafood supply chain to drive initiatives focused on resiliency, efficiency, and traceability of seafood. FoF funds projects that address breakdowns throughout all levels of the system. Entrepreneurs are clustered into collaborative groupings, such that the successes of one idea inform components of the whole system and that synergies between otherwise disparate entities can be achieved. Third order impact should not be conflated with policy change. While they may involve new policies, the key element is that they drive widespread change or substantial shifts from the norm. In practice, the levers that instigate third order impact are often multi-faceted and may be policy and/or market-based. Investments in second and third order impact strategies have the potential to yield greater and more sustainable change, however, they may also require more time to implement. There are different tradeoffs and risks in pursuing positive change through either first, second or third order impact. The resiliency of impact, meaning how successfully changes may be maintained and built upon long-term, may also vary between levels.
Framework B: Marketing Strategies

All reviewed education strategies (regardless of order of impact) were also assigned to one of six marketing categories. These classifications are not mutually exclusive, and were defined in a way that allowed for research findings to be most effectively organized and interpreted: Direct: Includes traditional targeted marketing methods such as direct mail, robo calls, door hangers, etc.; Digital: Includes social media, online games, videos, blogs, etc.; Demographic: Includes efforts tailored to specific communities and market segments such as low-income, seniors or youth; Experiential: Includes interactive education opportunities like appearances at community events, municipal outreach, demonstration homes, etc.; Consumer-facing technology: Includes adoption or deployment of technologies intended to expedite consumer behavior change, such as smart thermostats, or rebates for smart appliances; Research: Includes multiple efforts to collect quantitative and or qualitative data that systematically identifies the most effective mechanisms for reaching consumers and instigating change.
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Utility Smart Grid Education Findings

Reviewing over 50 utility rollouts revealed a common set of consumer outreach practices, as well as compelling findings regarding unique education approaches carried out by several utilities. !
Common Tactics & Strategies

Common Consumer Trajectory and Marketing Timeline A common understanding of the consumer journey, broken into four distinct phases, emerged from a comprehensive review of utility smart meter rollouts. Thus, a consumer would develop initial awareness about smart meters, become more educated as to their features and benefits, become motivated to take action to change behavior and, finally, encourage neighbors and friends to do the same. A majority of large-scale AMI rollouts, including San Diego Gas and Electric (SDG&E) and Baltimore Gas and Electric (BG&E), utilized this general trajectory to determine which groups of consumers to target with what kinds of information. In some cases, this consumer journey was understood to coincide with meter deployment. Like the consumer journey, the timing of meter installation has been broken into four phases: Phase 1: Includes the period up to three months before smart meter installation; Phase 2: Comprised of the 90/60/30-days immediately prior to installation, when many utilities began outreach efforts; Phase 3: Represents installation day, and the first few weeks thereafter, where follow-up interactions with consumers varied greatly by deployment; Phase 4: Covers the period post-installation. In prior smart grid rollouts, this was the least-targeted phase for education and outreach activities.
Figure 3. ! 14
Figure 3 depicts the consumer journey with relation to the timing of meter rollout, the target of utilities consumer education efforts, and utilities consumer education spending. Utilities such as SDG&E have employed models similar to this to shape their marketing efforts. Some utilities education materials were tailored based upon the relationship between the meter deployment timeline and consumer journey. For instance, materials distributed during the early stages of meter deployment might use more general awareness-oriented messaging, while those distributed during meter installation might encourage consumers to take more specific action. During phases two and three of meter deployment, nearly every utility used a 90/60/30-day outreach strategy, where consumers were engaged through a variety of channels. Targeted to individuals, the audience of initial communications in phase two was broader (municipalities, communities, etc.), while later marketing targeted the individuals receiving meters. This incremental and increasingly focused approach gradually familiarized consumers with smart meters and their benefits. It is important to note that while this diagram depicts meter deployment and the consumer journey as fully in sync; this is more an ideal than reality. In many cases, the consumer journey and meter rollout proved to be substantially misaligned. Many utilities have also used market segmentation based upon consumers energy usage patterns to further target their outreach materials. The efficacy of educational efforts was seen to increase if the tactics were employed in close proximity to specific actions. Anecdotal information compiled from interviews with utilities and smart grid experts suggested the transition from awareness to action is most challenging. Recognizing this, it is not surprising that utilities made their largest investment in outreach efforts during phases two and three of the installation timeline. Education more than three months prior to installation, when conducted, was often tied with more general, ongoing energy efficiency awareness efforts. Phase four, the extended post-installation period, represents the critical frontier for smart grid education when consumers will ideally begin adopting new technologies, changing behaviors, and advocating for their neighbors and communities to do the same. Identifying the ideal timing for implementing education and outreach activities will be critical for ISEIF. Timing with relation to meter installation was a defining point around which the viability of tactics and strategies was analyzed.8 Common Tactics Of the six identified marketing strategies (see Research Frameworks), direct and digital outreach proved most common across the precedents studied. Direct tactics included mail, door hangers, bill inserts, and robo calls. Digital tactics primarily included dedicated smart meter information pages on utility websites, as well as development of web portals where consumers could access their energy data. A majority of utilities also pursued experiential !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! 8!See!Viable&Activities! ! 15
tactics to supplement their direct and digital outreach. These included organizing and/or speaking at community events, and in some cases, outreach to municipal leaders to equip communities with answers to common questions about smart meter installation. As the number of smart grid rollout precedents increased over time, more utilities began to share and adopt a common set of direct, digital and experiential marketing tactics, with specific messaging tailored to local needs. For instance, in California, Spanish-language translations were printed on the back of mailers and bill inserts, while Oklahoma Gas and Electrics materials played upon Oklahomas history as an energy supplier, emphasizing the importance of smart grid in energy security.
Unique Tactics & Strategies

Several utilities supplemented these common consumer engagement approaches with unique and innovative strategies. These unique tactics are discussed below. Co-Design Co-design describes a process in which program users (i.e. consumers) and designers collaborate in developing solutions to a particular problem or set of problems. Different stakeholders can be involved in a co-design process. This could include utilities, technology companies, users, and others. SDG&E conducted consumer panels before, during and after AMI deployment to learn what was most important to consumers, and to identify messaging strategies that would resonate most strongly. The findings from this co-design process provided the basis for all consumer outreach materials and tactics the utility used. Another example occurred in Washington D.C.s PowerCents DC pilot, where members of the pilot group were invited to experience the smart meter manufacturing process, and then collectively helped produce ideas for reducing peak time energy usage. Beyond utilities, codesign processes have been used by nonprofit organizations to develop a range of projects. Local Collaboration Extended partnerships with local organizations, government, and educational institutions were also applied on a more limited basis, but appeared integral to the success of several smart meter deployments. These partnerships are detailed below. Academia A number of utilities, including Oklahoma Gas & Electric (OG&E) and Seattle City Light, worked with post-secondary education institutions to research and develop consumer-facing technologies. Others incorporated smart grid into K-12 curriculum. OG&E engaged the University of Oklahoma to develop a range of programs to engage students and faculty across departments, as well as to assist with the implementation of smart grid technologies on campus buildings. Statewide Networks In California, utilities have created statewide networks to share strategies and exchange best practices. The smart grid consumer education working group, which included SDG&E, Southern California Edison (SCE), and Pacific Gas and Electric (PG&E), amongst others, proved particularly effective. Through it, SDGE&E shared successes from their well! 16
received co-design process and utilities learned to prioritize consumer responsiveness following anti-AMI resistance challenges encountered by PG&E. Linkages with Planning Efforts Several utilities have linked their smart meter rollouts with regional energy efficiency planning efforts. In Minnesota, smart meter deployment is part of a broader initiative called EnergyForward, a roadmap for diversifying energy options and reducing dependence on coal. Private Sector Collaboration A number of utilities have collaborated with the technology sector to drive market demand for smart grid enabled technology. In California, SCE has partnered with Best Buy to demarcate a section of their stores where consumers may discover and purchase home technologies enabled by smart meters. Demonstrations Several utilities have constructed smart grid demonstration homes or mobile demonstration units where consumers and corporate clients experience related technologies. In Texas, Reliant Energy created Innovation Avenue, a block of 12 homes retrofitted with the latest technologies. Participating homeowners supply data and feedback on their experiences with smart meters and related technologies, and share their experiences with the general public through local media. Austins Pecan Street Project has engaged more than 1,000 residents as pioneers testing new energy monitoring solutions and collecting detailed energy usage data. Other utilities have demonstrated new technologies, such as smart appliances, at community events. These demonstrations often had a dual benefit, alleviating consumers concerns regarding privacy and safety while fostering anticipation for future smart-grid enabled benefits. Workforce Development Workforce training centers were established in several states to train and hire employees to install and operate smart meters and related infrastructure. In Arizona, the Navajo Tribal Utility Authority formed a partnership with their local technical college to develop an electrical lineman training school, for example. ! Low-Income Outreach Nearly every utility has existing programs designed for low-income consumers, primarily through federal and state financial assistance programs. Three rollouts, Arizona Salt River, Entergy New Orleans, and PowerCentsDC, employed more significant initiatives targeting low-income communities with smart grid-related messages. All of these involved partnerships with community organizations and networks that have an established rapport with low-income residents, such as faith-based institutions, youth outreach programs, housing authorities, and neighborhood groups.
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Core Principles for Effective Consumer Engagement

A number of principles for more effective consumer engagement emerged from the scan across smart grid education precedents, as well as from meta-analyses published by the Smart Grid Consumer Collaborative and other entities. These move beyond an examination of what tactics the utilities used, and examine some of the critical variables related to the quality of implementation. They represent best practices that should be incorporated into ISEIFs strategic plan for education: Communicate with consumers early and often, through multiple means and channels; Integrated approaches using multiple tactics are more effective than any strategy in isolation; Market segmentation: tailor approaches for particular groups of consumers, by income, race and ethnicity, as well as usage patterns (i.e. environmentally conscious, high users, etc.); Shape tactics to local contexts. There is no one size fits all model; Demonstration of tangible and immediate benefits is often more effective than general awareness messaging; Strive for consistent messaging, to ensure accuracy of information, repetition of key concepts, and cohesion across the multiple messengers; An emphasis on customer service and satisfaction is critical. In the context of a nonutility third party entity like ISEIF, this means focusing on consumers questions, concerns and needs.
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Industry Analog Education Findings

Powerful innovation often results when hybrid solutions are created from seemingly disparate elements. A number of industries beyond utilities were examined in order to generate ideas for high-potential education strategies. These industry analogs included: Digital television transition Financial services innovation Self services technologies (ATM shift) Mobile phones Online banking Behavioral economics, environmental psychology and social marketing (sustainability behavior change) Public health Foundations and philanthropy These industry analogs were specifically chosen because of the following parallels to smart grid consumer education: Adoption of unfamiliar technology Consumer behavior change Affected vulnerable population Complex stakeholder network Security or privacy concerns Consumer resistance Relevance to ISEIF program structure With each of the industry analogs, Foresight investigated how technology was adopted, how low-income, and other vulnerable populations were reached, and how behavior change was incentivized, amongst other issues. Similar to the utility education precedents, strategies were assessed by targeted order of impact and grouped into common marketing categories, evaluating relative cost and impact, and potential timing with relation to meter rollout.
Strategies
As with smart grid education precedents, strategies from analog industries were assigned to six common marketing categories: direct, digital, demographic, experiential, consumerfacing technologies, and research. Due to the diversity of analogs examined, the majority of these approaches represent unique strategies that were carefully applied to a particular industry challenge. Experiential Effective coordination between public and private stakeholders: The digital television transition was ultimately eased by alignment between government, media companies, retailers, and consumer advocates. Use collaborative communities: In the philanthropic community, forward-thinking foundations have facilitated greater alignment between stakeholders through a
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formalized framework known as collaborative community, which develops a culture of cooperation and sharing amongst participating entities. Demographically-Focused Youth as messengers: Young people have proven to be effective, trusted channels for public health messaging. Have influencers model desired behavior: Literature in social marketing has demonstrated the value of leveraging the most influential individuals within a community, who are not necessarily those in official leadership positions. Vouchers for low-income residents: Effective management of the voucher program played a critical role in mitigating resistance to the digital television transition. Future smart grid policy solutions might provide a similar approach for low-income seniors. Research Regarding smart grid education, more is known about what is less impactful than about what is successful. Illinois relatively lengthy rollout timeline provides opportunities for research and iterative project development, in order to identify, test and discover effective strategies and messages. A few possible investigative paths emerged from the study of these analogues: Research that drives development of new consumer products and platforms: Within the financial services industry, research has informed the development of new product offerings for underbanked consumers, or those with poor access to standard services offered by retail banks. Inform and advise stakeholders: The Center for Financial Services Innovation (CFSI) convenes the broader financial services sector and uses research to advise its stakeholders on how the sector can best achieve changes that create mutual benefit for both the banking industry and underbanked customers. Identify systems change opportunities: CFSIs research has also helped shaped third order impact by a combination of activities, including investing in new financial services, introducing innovative products that promote market growth, and advocating for regulatory changes that further impact the system. Identify consumers emotional motivations and relevant feedback loops: Literature in sustainability-oriented behavior change, including social marketing, environmental psychology and behavioral economics, emphasizes the importance of appealing to consumers emotions and reinforcing changes in behavior.
Core Principles for Effective Program Management

Study of analog industries yielded a number of principles that may be applied across grantee projects, or internally, to inform ISEIF program management. Technology Adoption Smart grid will require that consumers adopt unfamiliar technologies. A frequent construct employed in technology adoption literature is the Technology Acceptance Model (TAM), which measures adoption of new technology as a relationship between perceived usefulness and perceived ease of use.
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Researchers applying TAM to consumer-facing technologies have successfully added to this equation a number of variables that are also relevant to smart grid issues, including: Perceived risk: In the case of online banking, security concerns inhibited many consumers adoption of new platforms until thorough safeguards were instituted and effectively communicated. The hedonic element: How fun a technology is to use may be a powerful motivator for consumers. This has proven to be the case for some mobile applications. Behavior Change Sustainability-oriented behavior change literature including that of social marketing, environmental psychology and behavioral economics. Best practices associated with these fields include: Target emotional motivations: Consumers are less likely to change their behavior based upon rational arguments alone. Transform cultural norms: Most consumers are far more likely to conform to social pressure and the expectations of peers than they are to trail blaze. Communicate new norms: Strategies social marketers have used to expedite cultural transformation include the visual communication of norms, such as individuals placing this house composts signs in their front yard. When wide-scale adoption of new behavior has yet to occur, one option is to market injunctive norms, or consumer values which are more easily measured than their actual behavior or practices (.e.g. 75% of people think lights should be switched off when not in use.) Implicate consumers identities: Consumers are more powerfully motivated when their sense of identity becomes enmeshed in a particular set of behaviors. An effective way to push consumers identification with specific behaviors and causes is through formal groups where consumers feel a sense of belonging, such as faith-based organizations or block clubs. Model new behaviors: Witnessing a behavior in action makes consumers more likely to adopt the behavior themselves. This is the argument in favor of such tactics as mobile smart grid demonstration units and model homes. Emphasize power: It is most effective to appeal to some consumers desire for control over their environment. Apply social pressure: The goal should be to make sustainable behaviors opt-out, rather than opt-in. Provide narrow set of options: When too many choices are offered, consumers may be overwhelmed.
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Viable Activities
Utility Assessment
In order to identify the most viable and high-impact education activities, findings from the smart grid consumer education precedents were evaluated according to the identified research frameworks, and examined in light of the planned efforts of ComEd and Ameren. The following table was created to consider these variables. Tactics are grouped by marketing strategy. For each tactic, the chart displays timing with relation to meter rollout, coverage by ComEd and Ameren, order of impact addressed, whether there was a focus on low-income communities, and relative cost and impact.
Figure&4.& ! 22
Timing The majority of previous smart grid education efforts conducted by utilities targeted consumers during the second and third rollout phases. These occur from up to 90 days before implementation and to around meter installation. ISEIF may choose to focus efforts on the fourth stage of this timeline, when utilities have generally been less active, and when consumers will ideally begin adopting new technologies enabled by smart grid, changing behaviors, and advocating for their neighbors and communities to do the same. ! Utility Coverage The majority of consumer outreach tactics identified across previous smart grid rollout precedents are well covered by the Illinois utilities. Therefore, it appears less prudent for ISEIF to replicate these strategies. One exception may be in situations where smart grid education messages may have greater impact coming from a non-utility source, such as within low-income communities. As indicated on the chart above, a handful of studied tactics were designed with a specific demographic focus, and particularly to educate low-income or vulnerable populations. No precedents were identified specifically targeting low-income seniors. Targeted Order of Impact As illustrated in the chart above, the studied utility outreach tactics have almost exclusively targeted first order impacts. This creates opportunities for ISEIF to catalyze education efforts through support of second and third order strategies. Cost and Impact The cost and associated impact of consumer education tactics were perhaps the most important indicators. However, these elements proved difficult to gauge across the previous smart grid precedents given a lack of detailed data, and the reality that cost is relative to the scale of the effort. Therefore, we assessed the relative expenses of a given strategy using a more general high, medium or low rating system. Additionally, few robust metrics exist that can directly relate particular education strategies to their efficacy. A majority of smart grid efforts bundled multiple methods and tactics together, making it difficult to determine the impact of a particular strategy on its own. Research also revealed that impact may be significantly influenced by how well a tactic was executed, the context in which it occurred (some communities are more receptive to certain approaches than others), and how strategies and messages were combined. Therefore, a relative high, medium, low rating system was utilized to assess impact of these. Marketing Strategies Direct marketing tactics were viewed as possessing potentially low or uncertain cost, depending on the scale, and with uncertain impact. Also, there appears to be less value for ISEIF to support these marketing tactics such as bill inserts, direct mail and door hangers, given their comprehensive coverage by ComEd and Ameren. Digital outreach metrics typically document the number of consumers reached, or the number of consumers who have access to (or have accessed) digital media and databases, making it difficult to assess deeper consumer impact. Digital tactics can potentially span all
! 23
four phases, with cost varying greatly depending on the complexity of the approach. They appear to be most effective as one component within a broader set of strategies. Consumer-facing technologies as a method for educating consumers and changing consumer behavior yielded varying results. In this case, secondary execution factors such as utility follow-up, were critical in addressing consumer questions and concerns so that unfamiliar interfaces would not be a barrier to consumer adoption. Experiential and demographically-targeted tactics such as co-design, collaborations with community organizations, or demonstration homes may be higher impact, but potentially more costly. Youth and faith-based groups appeared to be especially high impact targets.
Analog Industry Assessment

As with utility smart grid education precedents, activities from analog industries were grouped according to marketing strategies, then entered in the table so common variables could be compared.
Figure 5 !
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Timing The application of analog industry education tactics to smart grid education is, at this moment, speculative. Many of these strategies could be applied across all four phases of meter rollout. In particular, experiential and research initiatives with the potential to create second and third-order impact will require advance planning, infrastructure-building, and more methodical timelines in order to design, test, iterate and scale new solutions. Utility Coverage Fewer strategies from the industry analogs are being employed by the local utilities, with the exception of addressing security concerns and using youth as messengers. ISEIF may consider youth programs that complement those initiated by the utilities, given the perceived usefulness of this strategy in accessing low-income retail customers, including low-income senior citizens. Targeted Order of Impact In contrast to the smart grid education precedents, more examples emerged from analogous industries of strategies seeking impact at the market and systems levels, such as multistakeholder collaboration in the digital television transition, or the use of research data to create new market platforms for underbanked consumers. Cost and Impact As with utility education precedents, the cost of tactics is relative to scale of implementation. Many demographically-focused strategies, such as enlisting youth as messengers, mirrored those employed by utilities, with results varying based upon the quality of implementation. Both research and experiential strategies appeared to be potentially high impact, and will require longer-term investments.
Identifying and Prioritizing Options

Establishing priorities involved considering a multitude of factors, including insights garnered from prior smart grid education efforts and approaches suggested by industry analogs. These were considered in light of the particularities of the Illinois rollout, the key questions of timing (when will meters be installed?), and the projected outreach activities of ComEd and Ameren, to identify potential gaps and where a non-utility messenger could best add value. ISEIFs near-term outcomes take both the research findings, and key questions, into consideration to provide an initial roadmap to potential smart grid education programs. 1. Motivate consumers who currently have smart meters to benefit from them. To date, approximately 131,000 consumers in ComEds territory already have smart meters and are considered to be in phase four of the smart grid journey. Follow-up initiatives with these consumers in this footprint will enable consumers begin taking advantage of the benefits associated with their meters. Additionally, the defined rollout plans for each of the utilities identify the geographies where meters will be installed. Several hundred thousand additional consumers could soon be in phases three and four of the meter installation
! 25
timeline within a year. These geographies suggest where it may be prudent for ISEIF to focus its efforts. 2. Leverage the current footprint experience to identify replicable and scalable models for consumer education. Education targeting ComEds existing smart meter footprint provides the opportunity to pilot a variety of phase four education initiatives, the most effective of which could later be replicated elsewhere in the state as meter deployments reach scale. 3. Spearhead consumer research to identify what techniques really work in Illinois. Similar to findings from the industry analogs that were examined, new primary research into consumers emotional motivations, and the most relevant feedback loops, could be utilized to innovate new consumer products and platforms, and to inform the efforts of ISEIF grantees. This type of investigation can also reveal new, system-level change opportunities. 4. Build a coherent message across all stakeholders. Alignment between multiple stakeholders vying for consumer attention will ensure greater effectiveness. Message consistency among ISEIF grantees and with the utilities is critical. This could be accomplished by a centralized entity to manage communications, or a decentralized, but formalized collaboration and network-building process that ensures stakeholder coordination. 5. Identify strategies for effectively reaching low-income and/or harder-to-reach consumers in targeted locations, including low-income seniors. Past smart grid and energy efficiency education efforts have effectively reached low-income and other hard-to-reach consumers through known and trusted community organizations with authentic relationships with their constituents. Supporting these credible entities in developing effective communication channels and information will be of high value. Identifying those with specific connections to low-income seniors will be of particular importance. 6. Build consumer expectations about meter delivery and create a sense of inclusivity. The majority of Illinois consumers will be in the earliest stages of meter deployment in the first year of the program, providing opportune time for targeted efforts to build anticipation and excitement regarding the potential benefits of new technologies. 7. Leverage key system elements required to accelerate the development of a more mature, consumer-facing technology market and adoption of peak time rebate programs. The nascent market for smart-meter related technologies presents a challenge to consumers accessing the full range of benefits smart grid may provide. Catalyzing strategies could take a variety of forms, and will require innovative ideas for how to promote the advantages of new technologies and peak time rebate programs in order to drive consumer adoption.
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Given the emerging and rapidly evolving nature of AMI implementation, flexibility is key. Considering engaging new ideas, as well as maintaining sensitivity to developing and tracking meaningful metrics, are crucial to effective, ongoing innovation and success. Additional implementation focused principles are included in the Program Management section.!
Nonprofit Capacity
Quality of execution will be critical to the success of these strategies. Principles gleaned from education precedents and utility analogs9 provide guidelines to consider when formulating projects. Nonprofits will need to possess the capabilities necessary to achieve these outcomes, and/or work in cooperation with those who do. These requirements include knowledge of smart grid and energy issues, authentic relationships with targeted communities, willingness to collaborate, and innovation capacity, among others. As discussed further under relevant headings below, a scan was conducted of non-profit organizations and networks to determine the existing capacity of organizations in the state as well as to identify potential gaps. All qualifications may not exist within the same entity or network and collaboration will be fundamental to ISEIF achieving its goals. ! !
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! 9!See Utility Smart Grid Education Findings (pg. 14) and Industry Analog Findings (pg. 19). ! 27
Program Structure and Process
Our$proposed$go+forward$process$will$be$organized$into$four$ stages,$beginning$with$the$issuance$of$an$RFQ$
Implementation of ISEIFs education activities can be divided into a four-stage process:
Issue)Request) For) Qualica7ons)
Evaluate) responses) based)on) criteria)and) metrics)
Iden7fy) recipients)and) develop) project) por4olio)
Issue)awards;) review,) manage)&) iterate)
Figure 6.
We$believe$an$RFQ$is$the$op=mal$method$for$obtaining$proposals$ Issue call for Proposals Provides)the)ability)to)develop)and)maintain)a)balanced)por4olio))
Enables)strategic)selec7on)of)projects)) The first step is to issue a call for proposals. Foundations will often solicit grant proposals Helps)iden7fy)and)integrate)required)skill)sets)and)networks)) through a Request for Proposal (RFP) process, where funding priorities are well-defined, and E.g.)authen7c)connec7ons)to)targeted)communi7es,)skills)relevant)to)educa7on) prospective provide detailed descriptions of proposed projects that match these grantees Allows)for)innova7on)by)not)restric7ng)outcomes)or)narrowly)dening)project)scopes) priorities, including a budget and execution plan. At times, these funding priorities (and the Fosters)collabora7ons)for)maximum)and)mutual)benet) RFP more generally) become inflexible because they are less responsive to changes, developments and new opportunities in the field. As one interview subject from the 16) foundation community remarked, RFPs are a great way to search for a contractor, but a terrible way to spur innovation.
The issuance of a Request for Qualifications (RFQ) has emerged as an alternative to a traditional RFP. In an RFQ process, prospective grantees will detail their overall strengths within an identified set of variables, including providing some overview of prospective project ideas, budget request and execution plan. Upon receiving RFQ responses, ISEIF would work with qualified grantees to determine the appropriate scope of work, including scale and timeline, based on the goals of the Foundation and the capabilities within the network of responders. In this process, grant makers can also initiate potential collaborations between organizations in order to generate greater impact and stakeholder coordination. Benefits of the RFQ include: The ability to develop and maintain a balanced portfolio; Strategic selection of projects; Ability to better identify and integrate required skill sets and networks (e.g. authentic connections to targeted communities, skills relevant to education); Allowing for innovation by not restricting outcomes or narrowly defining project scopes; Enabling collaborations for maximum and mutual benefit. !
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Evaluate Responses & Develop Portfolio

Ten primary RFQ criteria have been identified by which to evaluate prospective grantees. This does not mean that every organization must be highly developed within every one of these domains. Rather, these are qualities that must exist sufficiently within the overall grantee portfolio to achieve success. Identifying prospective strengths and weaknesses in each of these areas will enable ISEIF staff to build the ideal portfolio of grantees, instigate high potential collaborations, and provide targeted technical assistance opportunities as needed. These criteria include: Subject matter expertise: Does the organization have expertise in smart grid, energy efficiency, peak time rebate or home energy issues? Alignment with education fund goals: Does the proposed project align with the established education and outreach priorities? Does the proposed project offer relevant measures for consumer education impact? Community/demographic connection: What connection do they have to targeted communities (history, nature, breadth of relationships)? Public/community engagement experience: What is the nature of their previous engagement strategies and depth of experience? Program evaluation skill (data/metrics): What type of data have they captured from previous projects, and how did they use it? Do they have a track record of defining and achieving meaningful milestones? Consumer-facing innovation capacity: How has the organization evolved, developed and implemented new approaches in response to changing conditions? Affinity for collaboration: How has the organization worked with other entities to create more effective (and efficient) outcomes? How oriented are they to collaborative undertakings? Respected organizational leadership: What expertise and track record does the organization's leadership possess? What type of professional development have they undertaken? Organization Capacity: How big of a project could the organization realistically undertake? Organization Pro Forma & References: Financials, board, accounting system/procedures, office, IT, etc., and references from those with whom they have worked/collaborated. In addition to being measured against the ten RFQ criteria outlined above, grantees will need to be chosen according to:
! 29
The timing, impact and tactical priorities as determined by ISEIFs board of directors, as informed by current and future research data; The degree to which projects may be scaled and replicated; The achievement of a balanced portfolio with relation to rollout timing, geography, demographics, and targeted order of impact.
Nonprofit and Network Scan

A survey of local nonprofits and networks yielded complex findings regarding the ability of Illinois organizations to implement high-potential smart grid education projects. Foresight Bright extended its scan beyond entities focused on smart grid and energy issues in order to identify opportunities for reaching low-income and downstate communities, including lowincome seniors. ! Assets The scan identified the following nonprofit capacities that consumer education projects may leverage: Some networks with viable statewide reach; There are several organizations trusted within low-income communities, including to some extent, senior citizens; Several entities are very experienced with energy and/or smart grid content; There are some informal networks of collaborating organizations; Potential foundation partners were identified as having interest in collaborating with ISEIF. Capacity Limitations The scan also identified the following potential challenges among organizations and networks: There are few entities with strong smart grid experience that also possess strong relationships with low-income and downstate communities, including senior citizens; Inconclusive innovation experience and capacity; Minimal community engagement experience; Lack of familiarity with smart grid subject matter. Maximizing assets and addressing limitations will require active project management in order to forge high impact collaborations between stakeholders, provide grantee capacitybuilding opportunities, and ensure consistent messaging.
Issue Awards & Manage

The final step, award issuance and management, is likely to be the most critical. Issuing grants will be the beginning of the work, not the end. ISEIF staff will need to manage projects and collaborations, and identify the most effective mechanisms for collecting data, and iterating and scaling initiatives. Effectiveness will come from building efforts over time.
!
! 30
Program Management!
Foundation and Program Management Principles
Conversations with foundation staff, and review of best practices in grant-making, have informed a set of principles that may be applied to the structure and execution of ISEIF: Support projects rather than programs: Traditional nonprofit and foundation program priorities sometimes become inflexible as they are institutionalized. A more projectbased approach encourages ongoing innovation. Allow for multiple means to an end: Avoiding rigid expectations for how projects are implemented may allow organizations to create solutions that are more responsive to their constituents needs. Contribute to grantees operating capacity: A project-based approach to program priorities does not mean exclusively project-based funding. Organizations basic infrastructure and capacity needs must be met in order to work effectively. Connect across issue areas: Foundations have increased their impact by coordinating water conservation issues with energy efficiency issues, to provide one example. Invest in systems and market-level solutions: A well-rounded portfolio will heighten impact by investing in systems change projects. Leverage collaborative funding: Pooling resources with other funders can exponentially maximize investments. Create a value net: As an alternative to formal collaboration, value nets create adjacencies through which another funder might take up a project at a later stage in its evolution. Build meaningful metrics: Metrics should measure qualitative as well as quantitative changes, and reflect the full complexity of the system being transformed. Provide common resources: Common grantee resources will encourage greater excellence of execution, capacity building and complementary messaging and tactics. Participate in national efforts: Coordinating with other funders and smart gridoriented institutions nationally may maximize impact. In synthesizing these foundation and program management principles, it becomes clear that active management of ISEIF will be key, and that the program should be structured as a platform with the capacity to evolve over time, based upon feedback from stakeholders and findings from grantee projects. ! Project Management Organization (PMO) Based upon best practices learned from the foundation community, and the demands of the proposed program structure, ISEIF staff will require significant additional capacity to successfully implement and manage its plans. Considering this, utilizing a PMO to ensure program effectiveness has been recommended. The PMOs role should be: To co-develop projects with grantees as informed my board priorities; To collect and analyze grantee performance metrics; To conduct grantee performance reviews; To maintain an updated data set of smart grid education best practices, research and emerging trends;
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To recommend to ISEIF future priorities and program adjustments; To support grantees in collaborative programming with shared resources; To support grantees in ensuring message cohesion across portfolio; To manage all other administrative aspects of day-to-day activity.
Qualified organizations will possess: Adept facilitation skills; Capacity for strategic thinking; Effective communication with diverse constituents; Experience with diverse nonprofits; Independence - will not be eligible for a separate ISEIF grant for non-PMO related activity Relevant experience as a PMO; Research skills; Strong collaborative orientation. Research demonstrated that where smart grid consumer education is concerned, quality of execution is one of the most critical variables. Similarly, active management of ISEIF is necessary to ensure success. ! !
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! ! !
APPENDIX!&!RESOURCES!
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Relevant Consumer Education Guidelines from 2011 Illinois Grid Modernization Act
(Public!Act!097G0616)! ! (b)!Funds!received!by!the!trust!or!foundation!pursuant!to!subsection!(f)!of!Section!16G 108.6!of!this!Act!shall!be!used!solely!for!the!purpose!of!providing!consumer!education! regarding!smart!meters!and!related!consumerGfacing!technologies!and!services!and!the! peak!time!rebate!program!described!in!subsection!(g)!of!Section!16G108.6!of!this!Act.! Thirty!percent!of!such!funds!received!from!each!participating!utility!shall!be!used!by! the!trust!or!foundation!for!purposes!of!providing!such!education!to!each!participating! utility's!lowGincome!retail!customers,!including!lowGincome!senior!citizens.! ! The!trust!or!foundation!shall!use!all!funds!received!pursuant!to!subsection!(f)!of!Section! 16G108.6!of!this!Act!in!a!manner!that!reflects!the!unique!needs!and!characteristics!of! each!participating!utility's!service!territory!and!in!proportion!to!each!participating! utility's!payment.! ! (c)(10)!The!trustees!shall!administer!a!Smart!Grid!education!fund!from!which!it!shall! make!grants!to!qualified!notGforGprofit!organizations!for!the!purpose!of!educating! customers!with!regard!to!smart!meters!and!related!consumerGfacing!technologies!and! services.!In!making!such!grants!the!trust!or!foundation!shall!strongly!encourage! grantees!to!coordinate!to!the!extent!practicable!and!consider!recommendations!from! the!participating!utilities!regarding!the!development!and!implementation!of!customer! education!plans.! ! (f)!Each!participating!utility!shall!pay!a!pro!rata!share,!based!on!number!of!customers,! of!$5,000,000!per!year!to!the!trust!or!foundation!established!pursuant!to!Section!16G 108.7!of!this!Act!for!each!plan!year!of!the!AMI!Plan,!which!shall!be!used!for!purposes!of! providing!customer!education!regarding!smart!meters!and!related!consumerGfacing! technologies!and!services!and!70%!of!which!shall!be!a!recoverable!expense;!provided! that!other!reasonable!amounts!expended!by!the!utility!for!such!consumer!education! shall!not!be!subject!to!the!70%!limitation!of!this!subsection.! ! !
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ComEd/Ameren Rollout Detailed Comparison (as of April 2013)

Ameren
# Residential Customers # Meters $ Spent on Customer Edu AMI Installation Durations Timeline Segments 1,063,219 (2010) 780,419. $20M over 10 years 2014-2019 Presently: 0 2014: 40,419 2015: 148,000 2016: 148,000 2017: 148,000 2018: 148,000 2019: 148,000 2020: 0 2021: 0 Present: No present rollout
ComEd
3,800,000. 4,115,389. $258,000 2015-2021 *Subject to change, see footnote Presently: 131,191 2014: 0 2015: 500,00 2016: 846,000 2017: 846,000 2018: 700,000 2019: 485,000 2020: 377,000 2021: 275,000 *Based on ComEd's "Current Revised AMI Plan" Present: Melrose Park, Maywood, Bellwood, Hillside, Broadview, Forest Park, River Forest, Oak Park, Berwyn, portions of City of Chicago, Humboldt Park 2014- 2018: Locations TBD
Rollout Geography
2014: Hillsboro 2015: Hillsboro, North Pana, Effingham, Robinson, Olney, Centrailia, Mt. Vernon, Benton, Harrisburg, Marion 2016: Marion, Anna, Sparta, Jerseyville, Virden, Pittsfield, Quincy, Jacksonville, Springfield, Lincoln 2017: Lincoln, Petersburg, Beardstown, Carthage, Maccomb, Canton, Western, Lacon, Galesburg, Kewanee, LaSalle Quantitative Goals 2018: LaSalle, Gilman, Paxton, Tuscola, Champaign 20% outage reduction 15% duration reduction 56% inactive meter usage reduction 56% estimated billing reduction Education as to full range of energy management options provided by smart meters Staged "Customer Journey" TBD% outage reduction TBD% duration reduction 90% inactive meter consumption reduction TBD% estimated billing reduction 50% electricity theft reduction Staged "Customer Journey" 90/60/30/0 days 90 Days: Details TBD 60 Days: Details TBD 30 Days: Details TBD Day of Installation: Details TBD Web Portal facilitated by OPower Peak Time Rebate (2015) Improved Efficiency Reduced Costs Access to Usage Information Operational Efficiency Elimination of Inactive Meters Seniors Low-income
Qualitative Goals AMI Deployment Messaging Strategy
6/4/2/0 weeks Stage 1 6 Weeks: Contact with mayors, police, community leaders Stage 2 4 Weeks: Localized news release demonstrating AMI installation locally Stage 3 2 Weeks: Direct mail announcing timeline of installation, benefits of meter Stage 4 Day of Installation: Courtesy call, door hanger about installation and benefits Consumer Energy Usage Data Access Web Portal (2Q 2015) facilitated by Green Button (4Q 2014) Pricing Program Peak Time Rebate Time of Use (4Q 2015) Customer Benefits Improved Efficiency Reduced Costs Access to Usage Information Utility Benefits Operational Efficiency Elimination of Inactive Meters Future Technology Support Market Segmentation "Easy Street" : We can afford to pay for electricity "DIY & Save": EE and SG programs sound appealing "Concerned Greens": SG meters help protect environment "Young America": Tell us how SG can help save $ and the environment "Traditionals": We aren't sure we need it Messaging General Messaging The smart meter, what it is, how it is used The smart grid, how it works, and customer benefits Privacy and security
The smart meter, what it is, how it is used The smart grid, how it works, and customer benefits More control for you, better information for us Low cost/no cost energy tips
Market Segment Messaging "Easy Street"Emphasize benefits for future generations "DIY & Save"Emphasize saving $, not environment "Concerned Greens"Help protect the environment and check out these cool gadgets "Young America" Save the planet and $ "Traditionals"Emphasize immediate money savings AMI messaging coupled with energy Yes efficiency? Consumer Barrier Reduction (privacy, security, health) Messaging Channels General Awareness FAQ's Media outreach Dedicated web pages General Education Videos Direct Outreach Direct Mail Bill Inserts Customer Newsletter Door hangers Educational brochure(s) Community Outreach Mobile demonstrations Online Community Forums Community Relations Coordinators Interactive displays 1:1 Meetings with leaders Interactive Map showing current initiatives Segment Specific Low Income customers: LIHEAP Programs/Competitions ActOnEnergy
N/A
Yes Possess a toolkit of resources for any customer concerns FAQ's Media outreach Dedicated web pages Ipad Games Direct Mail Bill Inserts Customer Newsletter Mobile Demonstrations Online Community Forums Community Meetings Faith-Based Organization green-team Teacher Partnership fieldtrips to Rockford Training Center Low Income customers: LIHEAP Speakers Bureau energy workshops Smart Home Showcase
35
ComEd/Ameren Rollout Detailed Comparison (as of April 2013)

Ameren
Partnering Organization (s)
ComEd
St. Vincent Depaul Refuge One Local Housing Authorities Community and Economic Development Associations Local Administering Agencies Chicago Urban League LUCHA (first time home buyers) Chicago Housing Authority Meals on Wheels Smart Youth Ambassador Program partnership with After School Matters Teacher Partnership Program field trips to Rockford Training Center
Demographics By Segment "Easy Street"Upper class, 28% = $100K +, Middle aged, 15% Hispanic, 13% African American , high level of education "DIY & Save" Middle income, families, 25-65+, 12% Hispanic, average education, conservative politics "Concerned Greens" Highest level of education, highest income 23% = 100K +, 25-54, more men than women, 14% Hispanic "Young America" Youngest and most diverse, lowest level of income and education, apartment/condo "Traditionals"25% = 65+, most politically conservative/religious, low education levels, avg. income, more men than women Race 65% White, 16.9% African American, 5.43% Asian, 9.43% Other 34.78% Under 25 53.52% 26-65 11.7% Over 65 High: regulators, government officials Medium/High: media outlets, employees, legislators Medium: customers, consumer organizations Low/Medium: schools, economic development organizations, religious institutions Low: civic and opinion leaders Metrics AMI-specific Number of meters installed Number of meters installed Number of AMI meters with consumer devices Number of AMI meter failures Number of AMI meters replaced Number of customers on peak time rebate Number of customers eligible for peak time rebate Number of customers on PSP, RTP or other rates Survey of awareness of smart grid Number of customers able to access web portal Number of customers using web portal Numbers associated with social media (# of views, likes) Number of communication methods Number of customers who have created an account online Number of consumer complaints Number of community events Number of municipal event speakers Number of teacher partnerships Number of ambassador interactions Number of direct community interactions Number of organizations contacted Load Impact reduction due to AMI Change in customer energy usage Actual cost of deployment Number of staff dedicated to a program Reduction in greenhouse gas emissions Research around marketplace technologies enabled by Smart Grid to establish a mechanism that continually monitors the market 08 ComEd 2013 AIPR_Appendix B (April 2013) ComEd has proposed alternatives to it's current AMI Rollout Plan. Refer to latest filings for updated rollout schedule.
Age
Level of Stakeholder Engagement
Pricing Plan-Specific Number of customers on peak time rebate Number of customers eligible for peak time rebate Number of customers on PSP, RTP or other rates Direct Customer Engagement
Community Engagement
Usage-Specific Number of customers able to access web portal Number of customers using web portal Utility-Specific Environmental Impact Ongoing Research Sources Potential Alterations of Rollout Customer segmentation studydetermine decision drivers, barriers to AMI, key messaging, media consumption habits Ameren Illinois Advanced Infrastructure Plan (June 2012)
36
Utility Precedent Rollout Matrix

EV= Electric TOU = Time of Vehicles Use Pricing HAN= Home Area Networks CPP = Critical IHD = In-Home Peak Pricing Displays PCT = PTR = Peak Programmable Time Rebate Communicating Thermostat WP =Web Portal Meters Budget Duration
SEE FURTHER RESEARCHED PRECEDENT MATRIX

Technologies Used Pricing Plans Unique Tactics Notable
State Utility
# 000's
$ Mil
Years
AZ Navajo Tribal Utility NM Authority UT AZ Southwest Transmission Cooperative AZ Salt River Project AZ Arizona Public Service AR Woodruff Electric CoOp CA Sacramento Municipal Utility District (SMUD) CA Pacific Gas and Electric Company (PGE) CA Southern California Edison (SCE) CA Burbank Water and Power
29.3 49.3 1000 1000
10.6 64.5 114 220
2.00 TOU 3.75 8.00 WP TOU
Partnering with Navajo Technical College to develop electrical lineman school
SEE FURTHER RESEARCHED PRECEDENT MATRIX One of the nation's largest public utilities Energy Super Hero Team at community events for kids Community Power ProjectSolar Smart Grid Concentration Engage in the Rural Electric Youth Tour, involving 37 sates which takes students to Washington DC Partnered with local community college district, CA Department of General Services and California State U., and Sacramento County SEE FURTHER RESEARCHED PRECEDENT MATRIX SEE FURTHER RESEARCHED PRECEDENT MATRIX Monitors water as well as electricity Part of Burbank 2035 Sustainability Plan Utilizes Trilliant Interface SEE FURTHER RESEARCHED PRECEDENT MATRIX Energy Information for Kids section linking to DoE's Energy Aunt and also leading kids through California's Energy Quest
14.5 600
5 308.4
1.75 3.00 WP HAN IHD EV WP TOU CPP PTR CPP TOU TOU CPP PTR TOU CPP
800 5,000 1,500 52.3 62.7
WP HAN IHD EV WP 1.00 PCT
CA San Diego Gas & 1,400 3,500 Electric CO Black Hills/Colorado 42.6 12.3 Electric Utility Company CO City of Ft. Collins Utilities CO XCEL Energy CT Connecticut Municipal Electric Energy Cooperative FL Florida Power and Light 84.3 36.2
1.25
WP IHD PCT HAN WP IHD PCT HAN IHD
TOU/CPP Part of a broader initiative called University Connections which partners with local businesses that incorporates a sustainable energy component within the City of Ft. Collins CPP/RTP
22
18.4
3,000
580
2.75
CPP
Connected with an OnCall Program that allows utilities to Generated a lot of opposition shut off selected pieces of equipment for short periods of around security and safety time during peak demand periods or emergency situations. Claims $137 savings/yr. and three less power plants from being built Trial Energy Change Rates On-Peak: 15.342 cents kWh Shoulder: 7.927 cents kWh Off-Peak: 1.166 cents kWh Pre-payment program allows customers to buy the amount of electricity they can afford and receive daily feedback on their account balance Grid initiative supports Idaho Power's Solar 4R for Schools, designed to educate students about renewable energy by placing solar installations on school property Home Energy Library to support customer energy efficiency SEE FURTHER RESEARCHED PRECEDENT MATRIX
FL Jacksonville Electric Authority FL Lakeland Electric
3 124
26.2 35.1
WP WP IHD 1.25 2.50 2.25 5.50 WP WP WP PCT WP WP IHD WP HAN PCT WP EV WP PCT
TOU TOU
GA/N Tri State Electric A/TN Membership Corporation ID Idaho Power Company FL Talquin Electric Cooperative IL Ameren Illinois IL IL IN City of Naperville ComEd Indianapolis Power and Light
15 475 56 780 57 4,115 10.4
2.4 94 16.2
TOU TOU
PTR CPP
22 48.9
0.75 0.50
Partnerships with public library, park district, Chamber of Commerce SEE FURTHER RESEARCHED PRECEDENT MATRIX TOU/CPP PowerTools dashboard daily use, high efficiency rebates, refrigerator rebates, home energy estimator, CoolCents Program, also shows number of current participants in an effort to promote enrollment in specific programs
IA
Iowa Association of Municipal Utilities
5.5
12.5
2.00
37


State Utility
# 000's
$ Mil
Years
KS Westar EnergySmartStar Lawrence
45
39.3
0.75
WP
TOU/CPP/ Customers can receive summaries via email or text VPP/PTR illustrating usage Portal also provides context for energy usage based on last bill period and illustrates daily impact by comparing usage to exhaust produced by driving X number of cars per day
KY South Kentucky Rural Electric CoOp LA Cleco Power LLC LA Entergy New Orleans
68 279 4.7
19.6 69 10.3 23.4 191.7
2.00 1.00 0.75 1.50 1.75
WP IHD WP IHD PCT WP IHD WP HAN
TOU/CPP PTR TOU/CPP Instated a fee for opting out: A) Smart meter that emits no radio signal; One time $20, $10.50/month B)Electro-mechanical meter (old style); One time $40, $12/month Ran into healthy concern resistance SEE FURTHER RESEARCHED PRECEDENT MATRIX TOU CPP TOU/CPP/ VPP/PTR Green Button User Initiative culminated with "Green to Growth" summit that was co-hosted by the National Grid where 300 members of the community and a Cross-section of key groups and individuals helped develop programing Also includes Sustainability Hub, providing an interactive location where customers can learn about pilot, technology, and choice programs. Collaboration with colleges and universities to create learning environments Meet the Expert Q&A to resolve concerns SEE FURTHER RESEARCHED PRECEDENT MATRIX
LA Lafayette 62.3 Consolidated Government ME Central Maine Power 630 Company
ME Bangor Hydro Electric Company MD BG&E MD Potomac Electric Power Company MA Marblehead Municipal Light Department MA Town of Danvers MA NSTAR MA National Grid's Smart City
550 10.9 12.8
451.8 209.6 2.7 17 44
1.50 1.75
WP WP PCT WP IHD PCT WP IHD
MI MI
Detroit Based Energy Detroit Edison Company
725 600 8
83 169.1 3 3.75 1.25 WP IHD PCT WP TOU/CPP TOU/CPP Smart Grid fits into a broader plan called EnergyForward, a roadmap to cleaner energy future, diversifying energy options, reducing Minnesota's dependence on coal and reducing emissions Also part of Power of One conservation program which uses a combination of technology, information and tools to help customers make more informed decisions about energy use
MN Minnesota Power
MN Minnesota Valley Electric Co-Op and Lake Region MS South Mississippi Electric Power Association
3 226 61.3 2.50 TOU
38


State Utility
# 000's
$ Mil
Years
NE Stanton County Public Power District NV Nevada Energy NH New Hampshire Electric Cooperative NJ NY OH PA Consolidated Edison Co. of NY First Energy Service Corporation
2.3
0.8
0.75 2.00 1.50 WP IHD PCT IHD WP IHD IHD PCT TOU/CPP Outreach at Rotary Clubs, Senior programs, public libraries, sustainability related event, retiree groups, expos, Earth Day events CPP Utilizing EnergyAxis for customer interface Mostly dedicated $ to infrastructure upgrade PTR/CPP SEE FURTHER RESEARCHED PRECEDENT MATRIX 2.50 WP IHD TOU/CPP "Smart Power" demonstration featuring 8,000 square feet public tour of smart grid Partnered with community organizations that reached out to non-English speakers, low-income customers, multidwelling building
1,293 275.8 82.4 1.5 44 790 38.3 825 35.1 272.3 114.9 357.4 19.9
2.00
OK Oklahoma Gas & Electric OR Central Lincoln People's Utility District OR Portland General Electric
PA PECO PA Wellsboro Electric Company (WECo) Smart Choices SD Black HIlls Power WY TN Knoxville Utilities Board TX AEP Texas TX CenterPoint Energy TX Reliant Energy eSense TX Texas-New Mexico Power Company (TNMP) TX Oncor TX TXU Energy TX Austin Energy TX Golden Spread Electric CoOp TX Pecan Street Project VT Central Vermont Public Service Green Mountain Power
600 4.6 69 4.2
415.1 1 19.2 9.4
1.00 1.25 1.50 1.25 3.00 3.00
WP IHD PCT WP IHD
Green Button Member TOU/CPP Explore how the system works video
Smart meters involved in firesseems to have caused delay
LIHEAP low income program key component WP IHD PCT WP TOU SEE FURTHER RESEARCHED PRECEDENT MATRIX SEE FURTHER RESEARCHED PRECEDENT MATRIX Green Button User
924 2,200 639.2 200 3,400 418.9 81.8 0.5 180 43.2 24.7 60
4.00 Green Button User Green Button User 2.00 WP IHD PCT WP WP IHD PTR CPP
SEE FURTHER RESEARCHED PRECEDENT MATRIX Collaboration with the Institute for Energy and the Environment (IEE) & Vermont's Center for Energy Transformation and Innovation (CETI) A partnership between Sandia National Laboratories and Vermont stakeholders Collaboration with Vermont's Telephone Company Inc. (VTEL) to reduce cost of program by maximizing VTEL infrastructureusage of VTELs lines allows network to reach unanticipated areas SmartPower representatives from the utility who give presentations and serve as ambassadors for utility in their neighborhood TOU/PTR Emphasized as part of the bigger Vermont Energy 1,500 Planning Initiative customers LEARN networking (Literacy, Education, and Rural Networking) scholarship for further college learning High level of resistance from customers due to health concerns
VT Vermont Transco VA Rappahannock Electric CoOp WA Battelle Pacific Northwest
311.4 137.9 52.6 31.4
1.75 2.75
WP HAN
39


State Utility
# 000's
$ Mil
Years
WI Madison Gas and Electric Company WY Powder River MO Energy Corp.
4.5
11.1
EV
Some goals achieved coincide with involvement in a statewide green business initiative called Green Tier, signifying a high level of environmental leadership and greater commitment to general efficiency issues Rugged geography posed significant barrier to this initiative which catered to 40% of America's coal industry in addition to rural population
40
Further Researched Precedents
State Arizona
Utility Salt River Project
Budget ($M) 114
# of Meters 1000000
Duration (Yrs) 4
Pricing Plans TOU
Unique Means/Channels Works with Arizona Community Action Association to reach low-income population Sponsor energy workshops and science fairs Partners with Arizona Foundation for Resource Education to host Global Climate Change in the Southwest: An Academy for Educators SRP M-Power: in-home display monitors, smart cards and a payment kiosk for 130,000 customers: pre-paid electricity plan. ATM like machines function as pay centers where you can purchase the amount of desired energy. Good fit for individuals who want control over energy costs and budget Kill a Watt meter allows customers to view "vampire" appliance usage numbers showing which appliances draw energy even when they are turned off. Kill a Watt as been employed in local libraries, allowing customers to borrow the meter free of charge. SRP Community solar allows customers to purchase their power off a local solar farm at a fixed rate. This farm also doubles as a field trip location for K12 educators Partners with Electric Power Research Institute (EPRI) who bring together industry experts to address challenges in electricity Engage 360 campaigncombine strategies that include community based social marketing principles that deliver sustained behavior change modeled by key community figures Consumer Advisory Panelsinsight into customers' needs, concerns and opinions Information is Power movementfeatures leaders in the renewable energy industry, community organizations, business groups, academics and elected officials PG&E proposes partnership with key organizations that include, but are not limited to, the American Association for Retired Persons, Center for Democracy and Technology and Electronic Frontiers Foundation Smart Home exhibiting all communicating appliances and future smart grid technologies Partnership with Best Buy to incorporate consumer-facing technologies into stores Energy Innovation center exhibiting smart grid and associated technologies Sustainable Communities Programintegrating clean generation systems into buildings throughout the service territory Working with local community outreach organizations to help solicit and enroll customers in pilot programs. These programs included Total Community Action (TCA), Associated Catholic Charities, Volunteers of America, Rebuild New Orleans, the Make it Right Initiative in the lower 9th ward, and the DNR Hero Program Separate portion of website for low income customers called Advocate Power: provides resources for LIHEAP, weatherization http://www.entergy-neworleans.com/our_community/advocacy_power.aspx The plan culminates with a final step to look into external sources in the City for opportunities to further leverage energy efficiency initiatives, to avoid repeated efforts. This included Department of Natural Resources, the State Energy Plan (SEP) and the New Orleans Energy Efficiency Block Grant (EEBG). "One Stop Shop" education and awareness program, providing all information on energy efficiency and demand side management including programs, products, incentives and best practices Entergy Low-Income Champions Team: champions within each geographical region. Annual report issued each year Low key installation approach taken due to resistance One of the first rollouts, no precedents
California
Pacific Gas and Electric Company (PGE)
800
PTR CPP TOU
California
Southern California Edison (SCE)
1500
more than 5 million
TOU CPP PTR
California
San Diego Gas & Electric*
3500
1.4 Million by end of 2012 4700 1 PTR
Louisiana
Entergy New Orleans
10.3
Maryland Oklahoma Texas Texas
BG&E* Oklahoma Gas & Electric* CenterPoint Energy Reliant Energy
451.8 357.4 639.2 2200000 3
Closely tied to energy efficiency initiatives All of Texas utility customers using same web portal. Significant resistance within state Innovation AvenueCollection of 12 homes on one block retrofitted with latest smart technology. Owners participate in program and supply data/feedback to utility companies Programmable thermostats connected with smart phone apps Project proposal began with a unique collaboration between City of Austin, Ausin Energy, Austin Technology Incubator, Chamber of Commerce, and Environmental Defense Fund (EDF) Messaging is around energy efficiency, but also water, carbon footprint, etc. Combination of public and private sector, collaboration with University of Texas Pike Powers Commercialization Lab Facility (micro test facility)
Texas
Pecan Street Project*
24.7
500
Washington DC
PowerCentsDC
900
CPP PTR
Use of working groups that would report on specific focus areas Involved customers within planning process of pilot and held series of community forums Interviewed Utilities
41
Further Researched Precedents With Interviews
Initiative Oklahoma Gas & Electric
Messaging/Messaging Channels Messaging: Emphasizes benefits to the consumer: savings, reliability, control over usage SmartHours program guarantees savings, and will reimburse customers if rates exceed previous costs. Channels: Community events, fairs, parades and environmental events Youtube videos (shared with equipment manufactures)
Demographics / Market Segmentation Families Young Adults High Income Low Income
Timing w/ relation to Smart Grid rollout Began building understanding with customers 2 years prior to smart meter rollout Connected to energy efficiency umbrella
Barriers/Mitigation Mild resistance to AMI
Advice Customer education is key, enrollment must be easy, trusted partnership are key.
Baltimore Gas & Electric
Messaging: "The power is in your hands"
Segmented market based on similar belief systems 1) Green/environmentally oriented
True beneficiary is the customer 2) Control/technology oriented: web portals Channels: Green: Environmental organizations, events Tech Oriented: Web Portals Budget Seekers: Energy Audit Org., events Comfort Oriented: Smart Appliance Makers Privacy Paramount: Radio, town meetings Survival/Cost Oriented: Community organizations, low income programs **Messaging is intended to be as simple as possible. No different messaging, all the same across all demographics. Everything was to be kept very factual, no overpromising among customer base. Focus on SmartEnergy Rewards, rebates for energy efficiency.** Southern California Edison Messaging Explaining smart grid and its benefits -- savings, energy efficiency, etc., with a significant emphasis on grid security. Engaging the customer in a Smart Energy Lifestyle. Channels Coordinated meter deployment Smart Energy Experience exhibit to introduce communications to customers by deployment customers to the benefits of Edison SmartConnect and geography SCEs smart grid vision Alerts and notifications Critical Peak Pricing, Peak Time Rebates, payment and billing, outages Smart Home: "home of the future" Has all communicating appliances, etc, can tour clients and customers through Messaging: 90/60/30; elected officials; community events; customer letters Channels: Energy Innovation Center exhibiting the grid and energy efficient technologies Feedback meetings with stakeholders Three retirees engaging over 50,000 customers door to door Pecan Street Messaging: Inc. Energy efficiency, water, carbon footprint, etc. Channels: Combination of public and private sector, collaboration with University of Texas Pike Powers Commercialization Lab-facility where companies can test out their smart grid technologies Use of working groups that would report on specific focus areas ** Call with Baltimore contained discrepancies from BG&E Smart Grid Consumer Education and Communication Plan. A potential cause is significant resistance to AMI. Interviewer indicated "quiet installation" SCE has developed scenarios based on customer segmentation. The Saver Plan for customers most interested in saving money. This plan includes TOU and other dynamic pricing options. The Green Plan, in which SCE offers not only green power, but online billing, electric vehicle assistance and solar system rebates. 3) Bargain/budget value seeker 4) Comfort over cost 5) Privacy is paramount 6) Survival/cost management is essential
6 weeks out, place orders, establish customer care hotline 4 weeks out, send "welcome letter" to customer 1 week out, coordinate customer appointments Installation day, leave behind door-hanger and answer any questions on site
Concerns about the future employment of meter readers. RF resistance group of 40-50 people in resistance. Data privacy and security, fires. The public service commission has yet to decide on a opt-out proposal. In the mean time 2% of customers have deferred meter Advice for mitigating these barriers: "communicate early and often"
Be sure to be aware of all customer touch points and to look for overlap or different messaging.
Consumer education appears to have begun in advance of demonstration project rollout.
Market is still very much in formation. NIST national standards have not yet gone forward. Mitigation these barriers: Highlighted grid security in education efforts. Customer service section dedicate solely to smart meter questions
Establish in initial phases and always keep an eye on end goals. Don't fight the utility, partner or support
San Diego Gas & Electric
Factor of EV market was much higher
Energy usage is a low engagement activity. Most people do not want to spend time thinking about how much it costs. SDG&E's understanding of its customer base is less than optimal and that makes it more difficult to engage them. Mitigation of these barriers: "Reduce your use financial incentive" Customer market segmentation Utilization of mass media Customer privacy program
500 homes. Soon to be incorporating 120 multi-family homes (including low income) and expanding to other cities (Houston, Corpus Christi).
See Page 6 of "Pecan St.pdf" in Utility Rollout Folder
Aesthetics and improper installation of consumer facing technology
42
Consumer Behavior Report Timeline

Participating Utilities Detroit Edison Smart Currents FirstEnergy Ohio Lakeland Electric Focus Evaluating customer acceptance and response to various combinations of technologies and time-based rates Customer acceptance and response to various combinations of enabling technologies, recruiting methods, and time-based rates Evaluates customer acceptance and response to TOU rate that covers winter and summer seasons and has on and off-peak demand periods Evaluates customer acceptance and response to time based rate and enabling technologies Two year comprehensive pilot focused on customer outreach and education. Evaluates customer acceptance and response to different levels of resolution and timing of information feedback about consumption Evaluates customer acceptance and response to time differentiated rates, control and information technologies and enhanced education efforts Evaluates customer acceptance and response to time-differentiated retail rates, control and information technologies, and enhanced education efforts Consumer behavior study evaluating the impacts of time-based rates, enabling technologies, and recruitment treatments on consumption and peak demand Tests the effectiveness of dynamic pricing and rebates coupled with information feedback treatments in lowering peak demand and total electricity consumption Tests the effectiveness of dynamic pricing, information, and possible end-use control treatments in lowering peak demand and total electricity consumption Interim Report Final Report Dec-13 Jan-14 Mid 2014
Apr-13 May-13
Marblehead Municipal Light Department Massachusetts Department of Public Utilities Minnesota Power NV EnergyNorthern Study NV EnergySouthern Study Sacramento Municipal
Jul-12
Jul-13 2014 Mar-14
Jun-14
Jun-15
Jun-14
Jun-15
Apr-13
Jan-14
Vermont TranscoCentral Vermont Vermont TranscoVermont Electric
Jun-13
Nov-14
Jan-13
Feb-14
43
Foundation Size/Admin Comparison Chart
! 44
Annual Conferences
Behavior, Energy & Climate Change (BECCC)
http://beccconference.org Nov 18-20, 2013 (Sacramento) The Behavior, Energy and Climate Change (BECC) Conference 2013 is the premier event focused on understanding behavior and decision-making with respect to energy usage, greenhouse gas emissions, climate change, and sustainability. Annually, 700 participants come together to share new research, discuss innovative policy and program strategies, build networks, and find potential partners for collaboration. !
Cooper Power Systems Smart Grid Conference

http://www.cooperindustries.com/content/public/en/power_systems/resources/education/smar t-grid-conference.html September 25-27, 2013 The Cooper Power Systems Smart Grid Conference brings together solution experts, business partners, and customers, providing an excellent opportunity to meet with peers to explore new application ideas and discuss best-practices. Attendees learn about emerging technologies, and are invited to influence hardware and software development to ensure that Cooper Power Systems solutions continue to evolve to support changing utility needs. !
DistribuTECH
http://www.distributech.com/index.html January 28-30, 2014 (San Antonio) DistribuTECH is the utility industry's leading smart grid conference and exposition, covering automation and control systems, energy efficiency, demand response, renewable energy integration, advanced metering, T&D system operation and reliability, power delivery equipment and water utility technology. !
IEEE Conference on Innovative Smart Grid Technologies

http://ieee-isgt.org/ TBD The!Conference!was!a!forum!for!the!participants!to!discuss!stateGofGtheGart!innovations! in!smart!grid!technologies.!The!Conference!featured!plenary!sessions,!panels,!technical! papers,!and!tutorials!by!international!experts!on!smart!grid!applications.! !
SGCC Smart Grid Symposium, Consumer in Focus

http://smartgridcc.org/2013-sgcc-annual-symposium TBD Held!in!conjunction!with!Distributech.! ! !
! 45
Smart Grid Summit

http://www.thesmartgridssummit.com/ TBD The!Smart!Grids!Summit!brings!together!Europes!leading!electricity!grid!distribution! specialists,!investors!and!regulators!to!share!insights!into!the!immediate!challenges!and! projects!now!started!to!realise!the!smart!grid!rollGout.! !
The Networked Grid

http://www.greentechmedia.com/events/live/theGnetworkedGgridG2013! TBD The!Networked!Grid!2013!brought!together!an!unprecedented!number!of!forwardG thinking!utility!executives!and!industry!visionaries!to!discuss!this!market!evolution.!It!is! the!only!conference!that!brings!together!all!of!the!research!of!the!smart!grid!practice!of! GTM!Research.!! !
List of Upcoming Smart Grid Events & Conferences

http://www.smartgridnews.com/artman/publish/Extra/SmartGGridGEventsGandG ConferencesGCalendarG2210.html#.UWi50Ks4U5i! ! ! !
! 46
Sources Contacted
Foundations
Elizabeth)Cisar,) Environmental,Program,Director) Crown!Family!Philanthropies! ecisar@crownGchicago.com!! (312)!899G4959! ! Nancy)Fishman,)Executive,Director) Grand!Victoria!Foundation! nancyf@grandvictoriafdn.org! (312)!609G0200! ! ) David)Rankin,) Vice,President,of,Programs, Great!Lakes!Protection!Fund! drankin@glpf.org! (847)!425G8150! ) Katie)McClain,)Board,Chair) (also!Director,!Bldg!Retrofit!Program,! Clinton!Foundation)! IL!Clean!Energy!Community!Foundation! kmcclain@clintonfoundation.org! (312)!744G0470! ! ) Bruce)Karmazin,)Executive,Director, Lumpkin!Foundation! bruce@lumpkinfoundation.org! (217)!234G5915! ! !
Nonprofits
Anne)Evens,)CEO) CNT!Energy! aevens@cntenergy.org! (773)!269G4045! ! David)Kolata,)Executive,Director) Citizens!Utility!Board!(CUB)!! dkolata@citizensutilityboard.org!! (312)!263G4282! ! Rev.)Clare)Butterfield,) Executive,Director, FaithGinGPlace! clare@faithinplace.org! (312)!733G4640!ext!111! ! ) Lola)Schoenrich,)Program,Director, for,Electricity,Programs) Great!Plains!Insitute!for!Sustainable! Development! lschoenrich@gpisd.net! (612)!278G7159! ) Julie)Elzanati,)Executive,Director, IL!Green!Education!Network!(IGEN)! Julie.Elzanati@heartland.edu! (309)!268G8166! ! Marcia)Lochmann,)Director,of,Green, Jobs/Green,Economy,Initiative) IL!Green!Education!Network!(IGEN)! Marcia.Lochmann@swic.edu! (618)!222G5666!! ! Jessica)Collingsworth,) Policy,Associate) Midwest!Energy!Efficiency!Alliance! (MEEA);!REGAMP!Member! jcollingsworth@mwalliance.org! (312)!784G7247! ! )
Municipalities
K.C.)Poulos,)Sustainability,Director) Village!of!Oak!Park! kcpoulos@oakGpark.us! (708)!358G5778! !
! 47
Jay)Wrobel,)Executive,Director) Midwest!Energy!Efficiency!Alliance! (MEEA)! jwrobel@mwalliance.org! (312)!784G7245! ! ! Becky)Stanfield,)Sr.,Energy,Advocate,, National!Resources!Defense!Council! (NRDC)! rstanfield@nrdc.org! (312)!651G7910! ) Brewster)McCracken,)CEO) Pecan!Street!Inc! bmccracken@pecanstreet.org! ! ! ! Suzanne)Russo,) Chief,Operating,Officer, Pecan!Street!Inc! srusso@pecanstreet.org! (512)!377G1885! ! ! ! Jeremy)Emmi,) Membership,Coordinator, REGAMP!Coalition! jeremy@environmentalcouncil.org! (517)!974G2297!(c)! ! !
Ellen)Carter,) Energy,and,Sustainability,Consultant)) Shaw!Environmental/CB&!I! ellen.carter@shawgrp.com!
Utilities
Michael)Abba) Ameren! MAbba@ameren.com! ) Victoria)Busch,)Strategic, Communications,Executive) Ameren! VBusch@ameren.com! ) Ryan)Ellen) Ameren! REllen@ameren.com!! ) Jackie)Voiles,) DirectorJRegulatory,Affairs) Ameren! jvoiles@ameren.com!! (217)!535G5269! ! ! ! Robert)Gould,)Vice,President) Baltimore!Gas!&!Electric!(BG&E)) rob.gould@bge.com!! (410)!470G9840!! ! Jennifer)Watson,)Vice,President) Baltimore!Gas!&!Electric!(BG&E)) Jennifer.Watson@bge.com! (410)!470G4003! ) Laura)Basili,)Marketing, Communications,Professional, ComEd! Laura.Basili@comed.com!! (630)!437G2434! ! )
Private Sector
Andrew)DeCoriolis,) Dir,of,Mkt,&,Engagement, Lucid!Design! ! andrew@luciddg.com! (510)!907G0400!ext.!22! ! David)O'Donnell,)Research,Lead, Gravity!Tank! david.odonnell@gravitytank.com! (312)!744G8901! ! Joel)Freehling,) Client,Program,Manager) Shaw!Environmental/CB&!I! joel.freehling@shawgrp.com!!
! 48
Tony)Bustamante,) Customer,Behavior,Analyst) ComEd! tony.bustamante@comed.com! ! Jennifer)Montague,) Director,of,Marketing)) ComEd! Jennifer.Montague@comed.com!! ! ! Sandra)Longcrier,)Designer,of, Customer,Education,Plan, Oklahoma!Gas!&!Electric!(OG&E)! Sandra.Longcrier@enogex.com!! ! ! ! Jon)Hertzog,)Project,Manager, San!Diego!Gas!&!Electric!(SDG&E)! JHertzog@semprautilities.com! ) ) ) ! ! ! ! ! ! !
Corey)McClelland,)Program,Manager, San!Diego!Gas!&!Electric!(SDG&E)! CMcClelland2@semprautilities.com! ) Michael)Montoya,) Principal,Investigator, Southern!California!Edison! Michael.R.Montoya@sce.com! (626)!302G4930! !
Other
Bill)&)Reja)Jager,)rural,dwellers) Contacted!via!Facebook! ! Burt)Klein,!River,Forest,resident,, member,of,ComEd,AMI,footprint, ! ! !
! 49
Key Terms & Acronyms

AMI)(Advanced)Metering)Infrastructure)Electricity!meters!that!measure!and! record!data!at!intervals,!providing!data!to!both!consumers!and!customers!regularly.) ! AMR)(Automated)Meter)Reading)Electricity!meters!that!collect!data!only!for!billing! purposes!and!transmit!information!only!to!the!provider.! ! Behavior)Based)Energy)Efficiency)(BBEE)Energy!savings!that!result!from!changes! in!an!individuals!behavior!and!decisionGmaking.) ! CongestionTerm!for!when!insufficient!transfer!capacity!is!available!to!implement! preferred!schedules!of!electricity!transmission.! ! Critical)Peak)Pricing)(CPP)Different!pricing!depending!on!the!day!of!the!year.! ! DemanddResponseMeasures!that!decrease!peak!electricity!demand!or!shift!demand! from!peak!to!offGpeak!periods.! ! Distributed)Renewable)Energy)Generation)DeviceAlternative!energy!device! interconnected!at!the!distribution!system!level!of!the!utility!provider.!This!device!is! located!on!the!customer!side!of!the!customers!electric!meter.! ! GridNetwork!distributing!electricity!from!plants!to!consumer.!Inclusive!of!wires,! substations,!transformers,!etc.! ! Off)PeakPeriods!when!there!is!less!system!demand!(ex.!middle!of!the!night).!These! differ!for!each!utility.! ! On)PeakPeriods!when!there!is!high!system!demand!(ex.!postGwork!hours!in!the! summer).!These!differ!for!each!utility.! ! Peak)Demand/Peak)LoadMaximum!load!during!a!specific!time.! ! Peaker)Plant/Peak)Load)PlantPlant!that!houses!what!is!generally,!old,!inefficient! power!units!driven!by!either!steam,!gas,!diesel!or!hydroelectric!fuel!that!is!used!during! peak!periods.! ! Peaking)CapacityCapacity!of!the!machinery!reserved!for!the!peak!load.!!! ) RealdTime)Pricing)(RTP)Gives!customer!access!to!cost!of!electricity,!allowing!the!to! potentially!alter!usage!to!when!prices!are!lower!and!save!money.! ! Smart)GridTwoGway!electric!grid!communication!between!provider!and!consumer! improving!efficiency,!security!and!reliability!of!energy!delivery.! ! ! 50
Time)of)Use)(TOU))PricingSetting!different!prices!for!fixed!times!over!the!day.! ! Transmission)and)Distribution)LossEnergy!that!is!lost!due!to!the!transfer!of!energy! from!utility!to!customer.! ! Variable)Generation)TechnologiesProduce!electricity!that!is!dependent!on!outside! factors,!meaning!there!is!no!guarantee!it!can!be!dispatched!as!needed!(ex.!wind,! photovoltaic,!etc.)! ! !
! 51
Key Media Sources

Electric Light & Power
http://www.elp.com This web site is the home for industry-leading publications covering the electric industry Electric Light & Power and POWERGRID International. It provides daily news on a number of topics, including smart grid, T&D, metering, energy efficiency and demand response, renewable generation and customer service. It has articles from the magazines' current issues and access to years of searchable editorial archives. !
GreenTech Media
http://www.greentechmedia.com/channel/gridtech Greentech Media (GTM) is devoted to covering emerging green and clean technologies. As renewable energy becomes an increasingly large sector, the business community needs a source with up-to-the-minute news on solar, smart grid, enterprise energy solutions, wind energy, electric vehicles, biofuels, water, batteries and storage, finance and VC, and policy throughout the sectors. !
Fierce Smart Grid

www.fiercesmartgrid.com Tracks the latest developments in smart grid technology and news. Updates on network intelligence, home networking, smart storage, smart transition, and network security. !
Midwest Energy News

http://www.midwestenergynews.com Midwest Energy News, launched in 2010, is a nonprofit news site dedicated to keeping stakeholders, policymakers, and citizens informed of the important changes taking place as the Midwest shifts from fossil fuels to a clean energy system. In addition to a daily email digest of the most important news stories from the region, Midwest Energy News also publishes original journalism written by independent freelance reporters. It is a project of the RE-AMP media center. !
Smart Grid News

http://www.smartgridnews.com News and analysis for the modernization and automation of electric power. Includes trending topics, recent news, reviews of current projects and literature around smart grid, profiles and commentary of some individuals involved in smart grid projects, recent blog postings, toolkits, insight into R&D, business strategies for smart grid, emerging technologies and key players. ! !
! 52
Smart Grid Today

www.smartgridtoday.com Smart Grid Today's mission is to deliver daily, unbiased, comprehensive and original reporting on emerging trends, applications and policies driving the modern utility industry -in a signature format our founders have developed over decades in the trade news business, featuring highly concise and easy-to-understand news copy based on trusted reporting, exclusive interviews, informed analysis and strategic insights that our subscribers rely on to succeed every business day. !
SmartMeters
http://www.smartmeters.com Part of the Voove Media Group, smartmeters.com aims to bring to you the latest news, views and information from those involved within the smart meter industry, smartmeters.com is not a supplier or manufacturer of meters or metering technology, we do not favor any particular method or solution, what we embrace is the idea of what smart metering technology can do to reduce energy consumption. ! ! !
! 53
Relevant Organizations
Alliance to Save Energy
http://www.ase.org Mission: The Alliance promotes energy efficiency worldwide to achieve a healthier economy, a cleaner environment and energy security. ASE has a dedicated web page explaining elements of smart grid and demand response and has published white papers with regards to smart meters and energy efficiency.
American Council for Energy Efficient Economy (ACEEE)

http://www.aceee.org Mission: To act as a catalyst to advance energy efficiency policies, programs, technologies, investments and behaviors ACEEE hosts EEGlobal, an annual conference on energy efficiency. 2013 topics included grid modernization and reliability, among others. ACEEE research groups have also given further definition to the term smart grid and provided related news and resources.
American Public Power Association (APPA)

http://www.publicpower.org Mission: A non-profit organization dedicated to advancing the public policy interests of its members and their consumers and providing member services that ensure adequate, reliable electricity at a reasonable price with proper protection of the environment. APPA supplies relevant legislation and resources with regard to smart grid development.
Clean Energy Education Initiative, U of I at Urbana Champaign

Http://www.cleanenergy.illinois.edu Mission: To develop and promote clean energy education for an energy-literate citizenry and support informed decision-making about competing energy alternatives. The Clean Energy Education Initiative promotes energy education in K-12 schools, community colleges, universities, workforce training programs, communities, businesses and government. !
! 54
Institute of Edison Electric (IEE)

http://www.eei.org Mission: IEE is focused on advancing the adoption of innovative and efficient technologies among electric utilities and their technology partners that will transform the grid. IEE shares information, ideas, and experiences among stakeholders within the industry and also identifies policies that will support industry. The IEE has a dedicated site for smart grid, explaining the basics, highlighting recent news and ongoing research.
Gridwise Alliance
http://www.gridwise.org Mission: To transform the electric grid to achieve a sustainable energy future by providing a forum of new ideas and concepts around smart grid and a vehicle for expanding the sphere of stakeholders, engaged leaders, and community. Gridwise Alliance represents a broad range of the energy supply chain and provides a wide array of resources detailing smart grid development and surrounding issues.
Illinois Green Economy Network (IGEN)

http://www.igencc.org Mission: To provide a platform for collaboration among all Illinois community colleges and their partners to establish sustainable best practices, promote energy demand reduction projects, and drive growth of the green economy. IGEN supports the Illinois Community College System in developing Sustainability Centers that conduct pilot projects and share best practices and lessons learned. IGEN convenes several working groups, including one focused on Smart Grid/Energy Efficiency.
Midwest Energy Efficiency Alliance (MEEA)

http://www.mwalliance.org Mission: A collaborative network advancing energy efficiency in the Midwest to support sustainable economic development and environmental preservation. MEEA is responsible for raising awareness, facilitating energy efficiency programs, and strengthening policy across the Midwest. MEEA also has a Lights4Learning initiative in k-12 schools around energy efficiency. !
! 55
Midwest Governors Association

http://www.midwesterngovernors.org Mission: A non-profit, bipartisan organization that brings together governors and their staff to address public policy issues of signifance to the Midwest. The four main policy issues associated with the association are agriculture, economic development, energy, and renewing the Midwestern brand. Informational interviews have indicated significant interest in smart grid.
National Energy Education Development Project

http://www.need.org/ Mission: NEED was established to fulfill the need for comprehensive energy education in schools, a reduction of dependence on fossil fuels, and increasing use of renewables NEED publishes a curriculum of over 130 teacher and student guides designed to teach energy principles to kids. ComEd is a partner in this project and has carried out programs in Schaumburg, Hoffman Estates, and Burbank.
National Energy Foundation (NEF)

http://www/nef1.org/ Mission: NEF is dedicated to cultivating and promoting an energy literate society. NEF supplies resources for education related to energy, water, natural resources, science and math, technology, conservation and the environment. ComEd is a partner in this initiative.
National Institute of Standards and Technology (NIST) Smart Grid Collaboration

http://www.nist.gov/smartgrid/twiki.cfm Mission: NIST is a non-regulatory federal agency within the US Department of Commerce dedicate to promoting U.S. innovation and competitiveness by advancing measurement science, standards and technology. Sponsored by NIST, this site is an open collaboration for all stakeholders to work with NIST on a technical level to develop a framework for smart grid interoperability standards.
National Rural Electric Cooperative Association (NRECA)

http://www.nreca.org/ Mission: NRECA is a national service organization dedicated to representing the national interests of cooperative electric utilities and consumers they serve. DOE recently invested $34 million in a smart grid demonstration project conducted in NRECAs Cooperative Research Network. This project will focus on distribution automation and demand response. ! 56
National Association of Regulatory Utility Commissioners (NARUC)

http://www.naruc.org/smartgrid/ Mission: NARUC is a non-profit organization dedicated to representing the State Public Service Commissions who regulate the utilities that provide essential energy services. Dedicated smart grid site contains resources, congressional testimony, reports, and policies around smart grid.
North American Synchrophasor Initiative (NASPI)

http://www.naspi.org Mission: To Improve power system reliability and visibility through wide area measurement and control. This organization is collaboration between Department of Energy (DOE), the North American Electric Reliability Corporation, and North American utility stakeholders to prevent blackouts and shortages of energy by advancing the deployment of technology and sharing information that shares knowledge of grid stress.
Northern Illinois Energy Project

http://www.citizensutilityboard.org/niep_rlp.html Mission: A partnership between the Citizens Utility Board (CUB) and Midwest Energy Efficiency Alliance (MEEA) in an effort to develop and administer programs to promote energy conservation and reduce electricity costs for residential customers of ComEd. Developed to in an effort to increase the use of compact fluorescent light bulbs (CFLs) as well as raise awareness that these light bulbs use less energy and help cut electricity costs.
PowerOverEnergy
http://www.poweroverenergy.org Mission: To give customers the information needed to take control of energy usage. This includes knowledge of how electricity is generated, transmitted, and consumed so that customers can have a voice in the grid modernization effort. A collaboration between several of the leading organizations in smart grid development, this interactive site walks visitors through electricity from its production to transmission and use, teaching customers how modernization will improve the grid. !
! 57
RE-AMP
http://www.reamp.org Mission: RE-AMP is an active network of 144 nonprofits and foundations across eight Midwestern states working in concert to reduce global warming pollution economy wide 80% by 2050. RE-AMP brings together environmental, labor, faith, youth, conservation and other groups together to develop common priorities and goals in the areas of clean energy, coal reduction, energy efficiency and transportation efficiency. !
SmartEnergy IP
http://www.smartenergy-ip.com Mission: SmartEnergy IP is a research and consulting organization within SmartMark Communications that is dedicated to helping utilities communicate the benefits of smart grid to customers. SmartEnergy IP offers industry research, review and evaluation of existing customer programs, and development of strategic customer care programs. !
Smart Grid Consumer Collaborative!

http://www.smartgridcc.org! Mission: SGCC brings together commercial, utility, and advocacy organizations to work toward a common goal of accelerating the adoption of a smart grid that is consumerfriendly, consumer-safe, and consumer-approved. SGCC provides the most recent material with regards to consumer engagement and consumer benefits of smart grid. Key topics addressed include best practices for consumer engagement, demand response and pricing, common challenges associated with smart meters, and best practices for consumer engagement in low-income population.
Smart Grid Network

http://www.smartgrid.com Mission: Committed to accelerating the pace of smart grid deployment by promoting constructive dialog among stakeholders and connecting interested consumers with solution providers. Smart Grid Network is a community for stakeholders to connect. Meter deployments are also highlighted on a state-by-state basis, providing access to materials and news developments. ! ! !
! 58
Works Consulted
File Name Analog Studies Behaving Ourselves: How Behavior Change Insights are Being Applied to Energy Efficiency Compass Principles CFS Innovations Explaining Consumer Acceptance of Handheld Internet Devices Promoting Consumer Adoption of High-Technology Products Promoting Sustainable Behavior Reconsidering Technology Adoption and Resistance Self-Service Technology Adoption: Comparing Three Technologies The AR-15, the Most Wanted Gun in America File Location Works Consulted/Analog Studies Works Consulted/Analog Studies Works Consulted/Analog Studies Notes/Description Discusses how behavior strategies have been incorporated into energy efficiency programs Foundational values and compass principles for the Center for Financial Services Innovation Study finds evidence that for consumer technologies, the "hedonic element" (how fun tech is to use) can contribute to adoption, along with traditional Technology Acceptance Model (TAM) variables of usefulness and ease of use. Study shows information overload may increase consumers' anxieties regarding new technologies. Comprehensive guide published by UC Berkley's sustainability office on how to instigate behavior change through communications and social marketing. Argues that technology adoption and resistance must be understood within the larger social/cultural context. Social pressure is the greatest impetus for adopting a new technology. Study showed that with self service technologies -- especially online banking -- perceived risk was a critical variable affecting consumer adoption, alongside traditional TAM variables. Article demonstrates the effectiveness of marketing targeting consumers' desire for power. Study demonstrates the significance of Technology Anxiety (TA) in predicting consumer adoption of self service technologies. Comprehensive guide to promoting sustainability-oriented behavior change published by Minnesota Pollution Control Agency, influenced by behavioral psychology. Lays out the history of the digital television transition over more than a decade, detailing the institutional (and to a lesser extent, cultural) barriers that delayed the transition and how these were eventually effectively mitigated. ComEd presentation on infrastructure modernization plans Demographic breakdown of ComEd territory Energy Foundry request for consumer education plans Link http://goo.gl/KqOKW http://goo.gl/5vPOC N/A
Works Consulted/Analog Studies Works Consulted/Analog Studies Works Consulted/Analog Studies Works Consulted/Analog Studies Works Consulted/Analog Studies
http://goo.gl/PYwsX http://goo.gl/UNx3T http://goo.gl/tr11w N/A http://goo.gl/pVAO1 N/A http://goo.gl/QNW1M N/A
The Influence of Technology Anxiety on Consumer Use and Works Consulted/Analog Studies Experiences with Self-Service Technologies The Psychology of Sustainable Behavior Works Consulted/Analog Studies The Transition to Digital Television in the US: The Endgame Works Consulted/Analog Studies
Background Information ComEd Presentation on IL Modernization Act ComEd Service Territory Demographics Energy Foundry Request for Bid Consumer Education Roadmap Energy Infrastructure Modernization Act Foresight Bright Energy Foundry Proposal The Smart Grid: An IntroductionDoE Best Practices Consumer Engagement 2012 State of the Consumer ReportSmart Grid Consumer Collaborative 2013 State of the Consumer ReportSmart Grid Consumer Collaborative Consumer Engagement will Serve as Key Success Factor for Smart Grid Development Consumer Voices: Summary of Key FindingsSmart Grid Consumer Collaborative Energy Efficiency and Utility Demand-Side Management (DSM) ProgramsThe Brattle Group Residential Behavior Based Energy Efficiency Program ProfilesBPA
Works Consulted/Background Information Works Consulted/Background Information Works Consulted/Background Information Works Consulted/Background Information Works Consulted/Background Information Works Consulted/Background Information Works Consultedt/Best Practices Consumer Engagement Works Consultedt/Best Practices Consumer Engagement Works Consultedt/Best Practices Consumer Engagement Works Consultedt/Best Practices Consumer Engagement Works Consultedt/Best Practices Consumer Engagement Works Consultedt/Best Practices Consumer Engagement
http://goo.gl/czl9d http://goo.gl/cy6TQ N/A
Legislation associated with $2.6 Billion investment to modernize IL http://goo.gl/C8r2W electric grid Foresight Bright, LLC. proposal for consumer education plan N/A In depth introduction to smart grid technologies http://goo.gl/3voAI
Summary of three important pieces of SGCC research, highlighting best practices for consumer education in 2012 Summary of three important pieces of SGCC research, highlighting best practices for consumer education in 2013 High level overview of consumer engagement practices highlighting AEP Ohio, SCE, CenterPoint, and SEAS-NVE Consumer interviews within five distinct market segments utilized throughout smart grid initiatives in the US Detailed introduction to the concept of demand side management (DSM), highlighting important elements and national and international case studies This report addresses BPAs goal to monitor and assess nation and regional behavior based energy efficiency programs and activities Review of residential sector literature and information summarizing findings and lessons learned on Behavior Based Energy Efficiency (BBEE) Review of best practices of consumer engagement, focused on developing staged messaging, internal messaging Report focused on low-income population and best practices for engagement Progress report of projects funded by the Smart Grid Investment Grant program Report about the potential positive economic impact of allowing access to smart meter energy data Idea of different packaging options for customers that match their desired participation levels: "do it with me", "do it myself", or "do it for me" Primer to the methods of customer outreach and engagement occurring in the Northeast Region of the Country Primer to the methods of customer outreach and engagement occuring in the Northwest Region of the Country Primer to the methods of customer outreach and engagement occuring in the Southeast Region of the Country Primer to the methods of customer outreach and engagement occuring in the Southwest Region of the Country A summary of 50 experts opinions across a range of sectors highlighting their beliefs on what the future impact of demand response will be by the year 2020. 10 implementation goals for states, utilities, and other stakeholders to consider when aiming to achieve the goal of cost-effective energy efficiency by 2025
http://goo.gl/0fSUL http://goo.gl/LqSf0 N/A http://goo.gl/Z1yMo http://goo.gl/RCNC5 http://goo.gl/sq697 http://goo.gl/dtUEe http://goo.gl/EiYK2 http://goo.gl/i1jh5 http://goo.gl/KFvmI http://goo.gl/MULzx http://goo.gl/FdEjX
Residential Sector Research Findings for Behavioral Based Works Consultedt/Best Practices Energy Efficiency Consumer Engagement SGCCExcellence in Consumer Engagement SGCCLow Income Consumers Spotlight Smart Grid Investment Grant ProgramProgress Report Jul 2012 The Market Impact of Accessible Energy Data The Personal Grid "Personal Energy Profiles"Judith Schwartz Conferences/Workshops DoE Northeast Smart Grid Peer-to-Peer Workshop DoE Northwest Smart Grid Peer-to-Peer Workshop DoE Southeast Smart Grid Peer-to-Peer Workshop DoE Southwest Smart Grid Peer-to-Peer Workshop Energy Efficiency and Demand Response in 2012: The Brattle Group Vision for 2025: A Framework for ChangeNational Plan for Energy Efficiency Relevant Articles Works Consultedt/Best Practices Consumer Engagement Works Consultedt/Best Practices Consumer Engagement Works Consultedt/Best Practices Consumer Engagement Works Consultedt/Best Practices Consumer Engagement Works Consultedt/Best Practices Consumer Engagement
Works Consultedt/Conferences and Workshops Works Consultedt/Conferences and Workshops Works Consultedt/Conferences and Workshops Works Consultedt/Conferences and Workshops Works Consultedt/Conferences and Workshops Works Consultedt/Conferences and Workshops
http://goo.gl/N41j1N http://goo.gl/do3xq http://goo.gl/y0t8P http://goo.gl/4FxdR http://goo.gl/DbbXE http://goo.gl/MlpYs
59
Works Consulted
After Educating Consumers on Smart Meters, Can Utilities Engage and Excite Them? Attorney General Says DTE Energy Smart Meter Opt-Out Fees Not JustifiedAnnArbor.com A Smart Grid Optimized for Whom? Can One Project Redefine Power Delivery Channeling Change: Making Collective Impact Work Collective Impact Communicating Sustainability: Lessons from Public Health Creating Positive Change through Appreciative Inquiry Smart Grid Consumer Education Program Report/Relevant Articles Smart Grid Consumer Education Program Report/Relevant Articles Smart Grid Consumer Education Program Report/Relevant Articles Smart Grid Consumer Education Program Report/Relevant Articles Smart Grid Consumer Education Program Report/Relevant Articles Smart Grid Consumer Education Program Report/Relevant Articles Smart Grid Consumer Education Program Report/Relevant Articles Interview with SDGE, Reliant, and Oncor executives on engaging customers Attorney General of Michigan says that customers should not have to pay $87 to have a smart meter removed Interesting dialogue incorporating systems level thinking with smart grid issues Insight into Pacific Northwest Demonstration project and varied pricing plans Introduction to collective impact approaches and in-depth guidance Importance of collective impact and examples of execution Experts in public health have found valuable lessons around enabling behavior change that could be applicable to the sustainability sector Looking at Appreciative Inquiry as a tool to help organizations achieve sustainability and become good corporate citizens Asserts that smart grid must offer a range of control, both for active management and automated management Highlights the five conditions of collective impact and explains how it addresses complexity Interesting marketing collaborative linking products with messaging on energy management and efficiency Discusses the successes of Italy's Enel Energy smart grid project Interesting model for potential collaborative effort of research brain trust of some sort. Interesting perspective on what is required to have consumers fully engaged with potential benefits of smart grid technology Highlights decision to perform study of health and safety issues with smart meters An overview on community based social marketing Explores level of market penetration for AMI and projected penetration in 2014 Personal account of residents living within Jeju test-bed in South Korea Southern California Edisons smart grid progress provides valuable lessons for utilities An in depth review of what it takes to be a backbone organization and how to evaluate and support its work Article in the AARP Bulletin highlighting needs for smart grid http://goo.gl/HuPKS http://goo.gl/JJ5eo http://goo.gl/B7fEC http://goo.gl/XBj9r http://goo.gl/zFbY3 http://goo.gl/BjdBT http://goo.gl/bjCoi http://goo.gl/CqaC3 http://goo.gl/YCQzC http://goo.gl/cF32y http://goo.gl/4KZ2x http://goo.gl/ybCEA http://goo.gl/X6731 http://goo.gl/U5Bq0 http://goo.gl/8gHk7 http://goo.gl/sXgvQ http://goo.gl/rTn1O http://goo.gl/BWQs7 http://goo.gl/9axhn http://goo.gl/foiBY http://goo.gl/IhXMw
Smart Grid Consumer Education Program Report/Relevant Articles Does the Smart Grid Really Need Consumer Engagement? Smart Grid Consumer Education Program Report/Relevant Articles Embracing Emergence: How Collective Impact Addresses Smart Grid Consumer Education Complexity Program Report/Relevant Articles Ford, Eaton, SunPower and Whirlpool Team Up for Electric Smart Grid Consumer Education Energy Initiative Program Report/Relevant Articles How Italy Beat the World to a Smarter Grid Smart Grid Consumer Education Program Report/Relevant Articles How Philadelphia is Leading in Energy Innovation Smart Grid Consumer Education Program Report/Relevant Articles Marketing the Smart Grid Smart Grid Consumer Education Program Report/Relevant Articles Maine 'Smart' Meters on Trial for Health Safety Smart Grid Consumer Education Program Report/Relevant Articles The Engagement Challenge: Can Pledges Change Smart Grid Consumer Education Behavior Program Report/Relevant Articles The US Smart Meter Market Is Far From Saturated Smart Grid Consumer Education Program Report/Relevant Articles To Build a Better Grid Smart Grid Consumer Education Program Report/Relevant Articles Southern California Edison's Smart Grid Progress Provides Smart Grid Consumer Education Value Program Report/Relevant Articles Understanding the Value of Backbone Organizations in Smart Grid Consumer Education Collective Impact Program Report/Relevant Articles Wise Up About the Smart Grid - AARP Bulletin Smart Grid Consumer Education Program Report/Relevant Articles Utility Rollout Plans Ameren Illinois Advanced Metering Infrastructure (AMI) Plan Smart Grid Consumer Education Program Report/Utility Rollout Plans BGE Phase 4 Communications Plan Spring 2013-2014 Smart Grid Consumer Education Program Report/Utility Rollout Plans Baltimore Gas & Electric Smart Grid Consumer Education Smart Grid Consumer Education and Communications Plan Program Report/Utility Rollout Plans Black Hills Overview Smart Grid Consumer Education Program Report/Utility Rollout Plans Black HIlls Power Details Smart Grid Consumer Education Program Report/Utility Rollout Plans Black HIlls: Colorado Overview Smart Grid Consumer Education Program Report/Utility Rollout Plans Burbank Details Smart Grid Consumer Education Program Report/Utility Rollout Plans Central Lincoln People's Utility Details Smart Grid Consumer Education Program Report/Utility Rollout Plans Central Maine Power Overview Smart Grid Consumer Education Program Report/Utility Rollout Plans City of Ft. Collins Utilities Smart Grid Consumer Education Program Report/Utility Rollout Plans Cleco Power Details Smart Grid Consumer Education Program Report/Utility Rollout Plans ComEd Innovation Corridor Smart Grid Consumer Education Program Report/Utility Rollout Plans ComEd Utility Benchmarking Smart Grid Consumer Education Program Report/Utility Rollout Plans Connecticut Municipal Overview Smart Grid Consumer Education Program Report/Utility Rollout Plans Detroit Edison Overview Smart Grid Consumer Education Program Report/Utility Rollout Plans Entergy Energy Smart Proposal Smart Grid Consumer Education Program Report/Utility Rollout Plans Entergy Overview Smart Grid Consumer Education Program Report/Utility Rollout Plans EPRI Smart Grid Demonstration Initiative 4 Year Update Smart Grid Consumer Education Program Report/Utility Rollout Plans European Parliament: Effect of Smart Metering on Smart Grid Consumer Education Electricity Prices Program Report/Utility Rollout Plans FirstEnergy Overview Florida Power and Light Global Smart Grid Federation Report Golden Spread Electric CoOp Overview Green Mountain Power Plan Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans
Detailed document outlining rollout plans, consumer engagement strategy, messaging and market segmentations for Ameren Illinois Highlights BGE transition into final portion of AMI plan. This will include dynamic pricing programs Detailed document outlining rollout plans, consumer engagement strategy, messaging and market segmentations for BG&E Summary of Black HIlls Power smart grid initiative in South Dakota and Wyoming Brochure further detailing Black Hills low income assistance program Summary of Black Hills Corporation/Colorado Electric smart grid initiative in Colorado Summary of Burbank Water and Power smart grid imitative in California Summary of Central Lincoln People's Utility smart grid project in Oregon Summary of Central Maine Power Company AMI project in Maine Summary of City of Ft. Collins Utilities Smart Grid Cities project in Fountain, Colorado Summary of Cleco Power LLC, AMI Project in Louisiana Report on AMI pilot program launched in 2009 by ComEd ComEd's interviews with other major utilities about smart grid rollout projects Summary of Connecticut Municipal Electric Energy Cooperative Smart Grid Project in Connecticut Summary of Detroit Edison Company SmartCurrents project in Michigan Proposed rollout plan for Entergy New Orleans detailing methodology, goals and targets, and analytical framework Summary of Entergy New Orleans, In AMI Pilot in Louisiana Summary of 15 participants in the Smart Grid Demonstration Initiative Details large scale meter rollout happening throughout Europe and affect of concerns over privacy and security, looking at a cost/benefit analysis Summary of FirstEnergy Services Corporation Smart Grid Modernization Initiative in New Jersey, Ohio, and Pennsylvania Summary of Florida Power & Light Company Energy Smart Florida smart grid project Details smart grid projects in Australia, Canada, Europe, Britain, Ireland, Japan, and Korea as well as government role in smart grid Summary of Golden Spread Electric Cooperative, Inc Smart Grid Project in Texas Detailed report on Central Vermont Public Service smart grid initiatives
http://goo.gl/LQehx N/A N/A http://goo.gl/bzjwG http://goo.gl/2h7XU http://goo.gl/uiOR2 http://goo.gl/cFkTy http://goo.gl/ZNltR http://goo.gl/ucH20 http://goo.gl/cRNYx http://goo.gl/xylzu N/A N/A http://goo.gl/YA9sL http://goo.gl/O20wA http://goo.gl/dBNO9 http://goo.gl/K2uNV http://goo.gl/0tRcB http://goo.gl/VBzAC http://goo.gl/uXDvW http://goo.gl/OlrDN http://goo.gl/d1BxV http://goo.gl/P5JX7 http://goo.gl/RbS1B
60
Works Consulted
Idaho Power Company Indianapolis Power and Light Iowa Association of Municipal Utilities Overview Ireland Smart Grid Jacksonville Electric Jeju Island South Korea Smart Grid Test-Bed Knoxville Utilities Board Overview Lafayette Consolidated Overview Lakeland Electric Leave No Community Behind AMI Model Madison Gas and Electric Company Overview Marblehead Municipal Light Overview Meta Analysis and Utility Case Studies on Smart Grid Communications Minnesota Power Overview Navajo Details Nevada Energy Outreach Locations Nevada New Hampshire Electric CoOp Nice Grid, The French Smart Grid Project within Grid4EU OG&E Smart Study TOGETHER Impact Final Results Oncor Newsletter Focus On-Smart Meters PECO Detail PECO Overview PECO Plan PGE Annual Report PGE Customer Engagement and Awareness Smart Grid Workshop Potomac Electric Power Co PowerCentsDC: A Model of Stakeholder Collaboration Rappahannock Electric CoOp Overview Reliant Energy Presentation on Smart Meter Deployment S. Miss. Electric Power Overview Sacramento Municipal Utility Salt River Project 2010 Report Salt River Project Consumer Choice Salt River Project Details Salt River Project SCE 2012 General Rate Case SCE Strategy Roadmap SDG&E Plan SDGE Smart Meter Customer Experience 2013 SilverSpring Networks OGE Smart Grid Advanced Metering Progress Report App. A Smart Grid Advanced Metering Progress Report App. B Smart Grid Advanced Metering Progress Report Att. 2 Smart Grid Advanced Metering Progress Report Att. 2 Smart Grid Implementation Strategies for Success Smart Grid Projects in Europe-Lessons Learned and Current Developments Smart Grid Initiatives in Europe Smart Grid Roadmap Ireland Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Smart Grid Consumer Education Program Report/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Summary of Idaho Power Company Smary Grid Program in Idaho and Oregon Summary of Indianapolis Power & Light Company Smart Energy Project in Indiana Summary of Iowa Association of Municipalities Utilities Smart Grid Thermostat Project Detailed document highlighting plans for smart grid in Ireland Summary of JEA Smart Energy Project in Florida http://goo.gl/vviJ8 http://goo.gl/OX5kt http://goo.gl/GqThJ http://goo.gl/HNFLV http://goo.gl/1RqaJ
Document highlighting key features of Jeju test bed in South Korea http://goo.gl/Vgyu0 Summary of Knoxville Utilities Board Smart Grid Community Project in Tennessee Summary of Lafayette Consolidated Government Smart Grid Project in Louisiana Summary of Lakeland Electric smart grid initiative in Florida Summary of a model introduced by Judith Schwartz for community collaboration around smart grid Summary of Madison Gas and Electric Company AMI deployment project in Wisconsin Summary of Marblehead Municipal Light Department AMI deployment in Massachusetts Analysis of AEP Indiana Michigan, Consolidated Edison, Electric Power Board of Chattanooga, ComEd, and Hydro One Networks along with best practices Summary of Minnesota Power Smart Grid AMI Project Highlights details of Navajo smart grid project List of outreach locations used for customer engagement in the NVEnergize smart grid project Summary of NV Energy NVEnergize campaign in Nevada Summary of New Hampshire Electric Cooperative AMI project Presentation on smart grid project in France Residential study to assess the impact of multiple enabling technologies combined with different pricing rates on energy consumption Newsletter to customers explaining smart meters, door hangers, web portal, and Q&A Presentation on PECO smart grid deployment Summary PECO Energy Company Smart Future Greater Philadelphia Project in Pennsylvania Detailed roadmap for PECO deployment including framework, economic analysis, and schedule Annual PGE report highlighting updates to deployment plan, customer engagement and empowerment projects, metrics and goals PGE customer engagement and outreach presentation highlighting case study and best practices Summary of Potomac Electric Power Company Smart Grid Project in Maryland Smart grid initiative rolled out in Washington DC, with specific focus on low-income population Summary of Rappahannock Electric Cooperative Smart Grid Initiative in Virginia Overview of Reliant smart meter project with some insight into Texas rollouts South Mississippi Electric Power Association AMI Project for rural Mississippi Summary of Sacramento Municipal Utility District SmartSacramento Project in California Annual report on the progress of Salt River Project in Arizona Review of Salt River Smart Grid Project Detailed summary of education and research and development programs associated with Salt River Project Summary of Salt River Project in Arizona Overview of SCE Customer Service Operations Document detailing strategic roadmap for smart grid in Southern California Edison territory Detailed description of SDG&E smart grid roadmap focused on Smart Customers, Smart Utilities, and Smart Markets Presentation on customer engagement and education in SDGE deployment Overview of consumer facing technology utilized in the OGE rollout Appendix discussing TOU rate, vulnerable customers, and distributed generation mapping Appendix discussing Current AMI Plan and staff alternatives Attachment discussing metrics associated with AMI Attachment containing supporting materials for roadmap Report discussing challenges of smart grid, including consumers, cyber security, interoperability, and smart transmission An inventory of projects across countries and categories as well as best practices in the International realm Country snapshot and fact sheets describing smart grid projects in Europe Detailed description of Ireland's smart grid roadmap http://goo.gl/j31wY http://goo.gl/wwP7B http://goo.gl/kUULo N/A http://goo.gl/K7V9L http://goo.gl/aua06 http://goo.gl/v3ldB http://goo.gl/JmMoe http://goo.gl/fGoNM http://goo.gl/ljXJW http://goo.gl/ReuIe http://goo.gl/PM9lt http://goo.gl/EaGzo http://goo.gl/VtUCj http://goo.gl/Iv8Zj http://goo.gl/B7GZV http://goo.gl/I4Wl5 http://goo.gl/41iZc http://goo.gl/B21XA http://goo.gl/Rb09x http://goo.gl/jjC1g http://goo.gl/0Fgrt http://goo.gl/WC8J0 http://goo.gl/7O4th http://goo.gl/FCy8U http://goo.gl/QS4vX http://goo.gl/sMqw4 http://goo.gl/naTuV http://goo.gl/HsqTN http://goo.gl/UO069 N/A http://goo.gl/687Lv http://goo.gl/4cR9U N/A http://goo.gl/nwu0u N/A N/A N/A N/A http://goo.gl/uCLKS http://goo.gl/p1GaZ http://goo.gl/WBTTb http://goo.gl/FBEa9
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Works Consulted
Smart Metering in ERCOT South Kentucky Overview Southwest Transmission Cooperative Overview Stanton County Public Power Overview State of California Public Utilities Commission Talquin Power Overview Towards a Smart Grid R&D Roadmap in Australia Town of Danvers Transforming SCE's Relationship with its Customers Tri State Electric Membership Utility-Scale Smart Meter Deployments, Plans, & ProposalsIEE Report Wellsboro Electric Company Overview Westar Energy Overview Woodruff Electric CoOp Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Works Consulted/Utility Rollout Plans Overview of smart meter rollouts in Texas and how the ERCOT grid functions Summary of South Kentucky Rural Electric Cooperative Corporation AMI deployment Summary of Southwest Transmission Cooperative Grid Modernization Project in Arizona Summary of Stanton County Public Power District AMI initiative in Nebraska Decision to adopt a set of listed metrics to measure deployments of PGE, SCE, and SDGE Summary of Talquin Electric Cooperative SmartGrid Program in Florida Presentation on Australia's smart grid R&D roadmap Summary of Town of Davers, MA Smart Grid Implementation Program Summary of customer communication and education initiatives Summary of Tri-State Electric Membership Corporation Smart Grid Project in North Carolina, Georgia, and Tennessee Explanation of current smart meter installations, plans and proposals Summary of Wellsboro Electric Company Smart Choices Project in Pennsylvania Summary of Westar Energy, Inc. SmartStar Lawrence Project in Kansas Summary of Woodruff Electric Cooperative AMI Project in Arkansas N/A http://goo.gl/Khj4p http://goo.gl/AvwkX http://goo.gl/32iOu http://goo.gl/kKfqZ http://goo.gl/Mgnwh http://goo.gl/TuVnY http://goo.gl/43x0S http://goo.gl/vzVps http://goo.gl/alzct http://goo.gl/Kj3jW http://goo.gl/XJ3Tf http://goo.gl/hGhG8 http://goo.gl/V8aQY
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Smart Grid Consumer Education PROGRAM REPORT

FORESIGHT BRIGHT LLC

Foresight Bright | ISEIF Consumer Education Program Report

Foresight Bright | ISEIF Consumer Education Program Report

Foresight Bright | ISEIF Consumer Education Program Report

Foresight Bright | ISEIF Consumer Education Program Report

Smart Grid Education Precedents

Foresight Bright | ISEIF Consumer Education Program Report

Other Implementation Guidance

Foresight Bright | ISEIF Consumer Education Program Report

Contextualizing the Smart Grid System

Foresight Bright | ISEIF Consumer Education Program Report

Consumer Challenges & Opportunities

Foresight Bright | ISEIF Consumer Education Program Report

Market Challenges & Opportunities

!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! 5!Details!can!be!found!in!appendix!section!ComEd/Ameren&Detailed&Smart&Grid&Rollout&Comparison! 6!For!a!full!list!of!ongoing!research,!see!appendix!section!Ongoing&Consumer&Education&Studies& ! 9

Foresight Bright | ISEIF Consumer Education Program Report

Contextualizing Illinois Smart Grid Rollout

!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! 7!Rollout!schedule!subject!to!change.!Additional!details!regarding!rollout!timing!and!location!is!located!in! appendix!section!ComEd/Ameren&Detailed&Smart&Grid&Rollout&Comparison.! ! 10

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Consumer Education Mission

Foresight Bright | ISEIF Consumer Education Program Report

Framework A: Orders of Impact

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Framework B: Marketing Strategies

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Utility Smart Grid Education Findings

Common Tactics & Strategies

Foresight Bright | ISEIF Consumer Education Program Report

Foresight Bright | ISEIF Consumer Education Program Report

Unique Tactics & Strategies

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Foresight Bright | ISEIF Consumer Education Program Report

Core Principles for Effective Consumer Engagement

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Industry Analog Education Findings

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Core Principles for Effective Program Management

Foresight Bright | ISEIF Consumer Education Program Report

Foresight Bright | ISEIF Consumer Education Program Report

Foresight Bright | ISEIF Consumer Education Program Report

Foresight Bright | ISEIF Consumer Education Program Report

Analog Industry Assessment

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Identifying and Prioritizing Options

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Foresight Bright | ISEIF Consumer Education Program Report

Program Structure and Process

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Implementation of ISEIFs education activities can be divided into a four-stage process:

Issue)Request) For) Qualica7ons)

Evaluate) responses) based)on) criteria)and) metrics)

Iden7fy) recipients)and) develop) project) por4olio)

Issue)awards;) review,) manage)&) iterate)

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Evaluate Responses & Develop Portfolio

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Nonprofit and Network Scan

Issue Awards & Manage

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Foresight Bright | ISEIF Consumer Education Program Report

Foresight Bright | ISEIF Consumer Education Program Report

Foresight Bright | ISEIF Consumer Education Program Report

Foresight Bright | ISEIF Consumer Education Program Report