Energy Equity Maturity Self-Assessment (High-level)

Energy Equity Maturity Assessment [*]

High-level Energy Equity Maturity Assessment. Comments required for every section.

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Step 1 of 10 - Contact Information

Welcome to Utilligent’s Energy Equity self-assessment. In this assessment, you will be asked to consider your Energy Equity strategy, position or approach, and its maturity level. To facilitate this assessment, we have curated 6 Energy Equity topic areas from our maturity model.

For each area, you will be asked to indicate your level of agreement with statements describing an aspect of Energy and/or Water Equity . It should take about 20 - 30 minutes to complete the questionnaire.

Once completed, we will carefully review your answers and information. Our Customer Engagement team will compile a consolidated report of your results, including Utilligent’s perspective of your Energy Equity maturity.

To begin with, please provide your contact information

We'll use this for future communications and to send your customized results to you.

Full Name*

Organization*

Email*

Enter Email Confirm Email

Phone*

Utility Context*

Gauge the historical factors and initiatives by your organization and the efforts of the past with regard to Energy Equity.

Thinking about the past Energy Equity efforts of your organization, please provide your level of agreement with the statements on the left in the matrix below.

	This assertion is just not correct at all	While I partly agree, this assertion is substantially not correct	I agree with some of this assertion but not all; there are key qualifications	I agree with this assertion but with minor qualifications	I agree with this assertion without any qualification
1. Energy Equity has been a focus for many years and our position has continuously evolved over time.
2. We have kept concise records of material decisions together with the influencing factors and circumstances.
3. We actively and deliberately validate all assumptions made around Energy Equity.
4. We analyze the merits of every public challenge to our Energy Equity posture and publish our findings.
5. We understand the equity impact of past decisions and practices and have woven our learnings into our going-forward Energy Equity position and approach.

Your additional comments for past Energy Equity efforts at your organization.*

Please feel free to provide us with additional comments and information about this topic.

Definition*

Gauge the importance and completeness of Energy Equity in your organization.

Thinking about the definition of Energy Equity at your organization, please your level of agreement with the assertions on the left in the matrix below.

	This assertion is just not correct at all	While I partly agree, this assertion is substantially not correct	I agree with some of this assertion but not all; there are key qualifications	I agree with this assertion but with minor qualifications	I agree with this assertion without any qualification
1. We clearly understand and have clearly articulated our Energy Equity position and intent.
2. Our internal organizational structure and goals reflect our public stance on Energy Equity.
3. Our organization, programs and policies are inclusive, accessible, authentic and representative of the customers we serve.
4. Our programs and policies result in fair distributions of benefits and burdens across all customer segments.
5. Decisions are made with a recognition of our historical, cultural, and institutional dynamics.
6. Our decision making today does not unduly burden future generations.

Your additional comments for Energy Equity Definition*

Please feel free to provide us with additional comments and information about this topic.

Measurement*

Helping determine the objectivity and effectiveness of evaluating Energy Equity in your organization.

Thinking about Energy Equity Measurement at your organization, please indicate your level of agreement with the assertions on the left in the matrix below.

	This assertion is just not correct at all	While I partly agree, this assertion is substantially not correct	I agree with some of this assertion but not all; there are key qualifications	I agree with this assertion but with minor qualifications	I agree with this assertion without any qualification
1. We use internal data, enriched by external data, to inform our segmentation to ensure we provide meaningful services and programs to all customers and communities in our service territory.
2. We maintain and use socio-economic factors to help direct investment and efforts.
3. We gather key performance metrics for Energy Equity programs and initiatives on a continuous basis.
4. We maintain an internal overall characterization and score for our Energy Equity maturity.
5. We seek out and obtain both quantitative and qualitative information to measure the effectiveness of our Energy Equity efforts.

Your additional comments for Energy Equity Measurement*

Please feel free to provide us with additional comments and information about this topic.

Engagement*

Gauge and gain visibility into the various stakeholders we involve to help us define and support Energy Equity.

Thinking about Energy Equity Engagement at your organization, please indicate your level of agreement with the assertions on the left in the matrix below.

	This assertion is just not correct at all	While I partly agree, this assertion is substantially not correct	I agree with some of this assertion but not all; there are key qualifications	I agree with this assertion but with minor qualifications	I agree with this assertion without any qualification
1. We take a careful, methodical, and deliberate approach to identifying both internal and external stakeholders and partners.
2. We continuously review and consider the impacts of laws and applicable local and federal regulations on Energy Equity.
3. We use proven approaches for establishing and sustaining community engagement, e.g., volunteering and clinics.
4. We use proven approaches for establishing and sustaining personalized engagement, e.g., recognition and rewards.
5. We use proven approaches to establishing and sustaining engagements within the organization.
6. We use proven approaches to reducing or phasing out engagement.

Your additional comments for Energy Equity Engagement*

Please feel free to provide us with additional comments and information about this topic.

Program Design*

Examine the maturity of your program design principles and guidelines.

Thinking about Program Design at your organization, please indicate your level of agreement with the assertions on the left in the matrix below. Programs include rate design, payment programs, energy efficiency and demand-side programs, renewables, etc.

	This assertion is just not correct at all	While I partly agree, this assertion is substantially not correct	I agree with some of this assertion but not all; there are key qualifications	I agree with this assertion but with minor qualifications	I agree with this assertion without any qualification
1. We incorporate Energy Equity principles in our program design and execution.
2. We have an energy burden target.
3. We ensure appropriate representation of all communities in program design teams or processes.
4. We ensure adequate engagement of internal and external stakeholders during the program design.
5. We are committed to results-driven design approaches and alignment with desired results and metrics.
6. We validate driving concepts and assumptions in the design process as well as those built into our programs., e.g., priority of electrification within a community.
7. Our approaches to design and decision making include cultural, contextual and proximity considerations.
8. We employ techniques for predicting and forecasting anticipated outcomes from Energy Equity programs.

Your additional comments for Energy Equity Evaluation & Improvement*

Please feel free to provide us with additional comments and information about this topic.

Program Implementation*

Gauging the thoroughness with which Energy Equity Pprograms are introduced to stakeholders and target audiences

Thinking about Program implementation at your organization, please indicate your level of agreement with the assertions on the left in the matrix below.

	This assertion is just not correct at all	While I partly agree, this assertion is substantially not correct	I agree with some of this assertion but not all; there are key qualifications	I agree with this assertion but with minor qualifications	I agree with this assertion without any qualification
1. Our programs are implemented to ensure penetration is optimized to fulfill our Energy Equity goals and objectives.
2. We ensure that we introduce our programs at the right time and with defined lifecycles.
3. Deliberate attention is given to the importance and approvals of the programs implemented.
4. As far as rollout approach, targets and timing considerations are key factors for how programs are introduced.
5. We factor Energy Equity into our strategies and approaches for managing and issuing information/ communications.
6. We increase the success of our programs by establishing both internal and external program “champions”.

Your additional comments for Energy Equity Program Implementation*

Please feel free to provide us with additional comments and information about this topic.

Evaluation & Improvement*

Gauge the effects/impacts of your Energy Equity efforts.

Thinking about Energy Equity Evaluation & Improvement at your organization, please indicate your level of agreement with the assertions on the left in the matrix below.

	This assertion is just not correct at all	While I partly agree, this assertion is substantially not correct	I agree with some of this assertion but not all; there are key qualifications	I agree with this assertion but with minor qualifications	I agree with this assertion without any qualification
1. We have established effective mechanisms to monitor program performance.
2. We trace decisions and program outcomes back to original and evolving anticipated benefits.
3. We have a culture of continuous improvement and incorporate key insight.
4. We publicly reward and celebrate Energy Equity goals that are achieved.

Your additional comments for Energy Equity Program Implementation*

Please feel free to provide us with additional comments and information about this topic.

Congratulations, you are done with the assessment questions!

In order to better interpret your responses and gain a further understanding your perspective, please answer the following questions.

What is your role at the organization?*

What deliberate initiatives has your organization undertaken to advance to Energy Equity?*

Rank the importance of each of the Energy Equity topics from most to least significant.

Utility Context - Reflection of your past efforts to gain insights and lessons for current and future initiatives
Definition - Importance and completeness of Energy Equity in your organization
Measurement - Objectivity and effectiveness of measuring aspects of Energy Equity in your organization.
Engagement - Stakeholders involved to help define and support Energy Equity.
Program Design - Maturity of your program design principles and guidelines
Program Implementation - Thoroughness with which programs and initiatives are introduced to stakeholders and target audiences.
Evaluation & Improvement - Continuous improvement based on effects/impacts of your Energy Equity efforts

What are your biggest challenges/opportunities for Energy Equity at your organization?*

Consent*

We at Utilligent, LLC. take your privacy very seriously. We will not share any of your information with any third-parties or use it in any way other than the express purpose of establishing your Energy Equity maturity against our Capability Maturity Framework.

By completing this form and submitting my responses to Utilligent, LLC., I consent to having this website store my information and consent to Utilligent, LLC. staff reviewing and analyzing the data. I further agree to being contacted by Utilligent, LLC. staff for the purposes of providing me my assessment results and discussing the same.

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Energy Equity Maturity Self-Assessment (High-level)

Energy Equity Maturity Assessment [*]

To begin with, please provide your contact information