Wisconsin Public Service iCanConserve Pilot Program: Evaluation Perspective Presentation to the Wisconsin Public Utility Institute December 17, 2013 DNV GL © 2013 1 SAFER, SMARTER, GREENER Presentation Overview Evaluation Activities Major Themes –Rates Participation –Energy Savings –Motivations –Program Processes 2 DNV GL © 2013 Community Pilot Evaluation Activities Evaluation Objectives –Energy use –Attitudes –Behavior –Identify key lessons learned 3 DNV GL © 2013 Community Pilot Evaluation Activities Study Completion Date Primary Data Type Brillion Baseline 1Q 2010 CATI Surveys Response Rewards Post Event I Aug 2010 In-depth Interviews Allouez Residential Focus Groups Sep 2010 Focus Groups Brillion Community Leader and Staff Interview Results Nov 2010 In-depth Interviews Allouez & Plover Baseline 1Q 2011 CATI Surveys Brillion and Allouez Pilots: Time of Use Rates Mar 2011 In-depth Interviews Brillion Communications Apr 2011 In-depth Interviews Billing Analysis: Energy and Demand Effects (Year 1) Jul 2011 Billing Data Allouez Summer Peak Event Report (Response Rewards Post Event II) Sep 2011 In-depth Interviews Interim Report Dec 2011 Summary of previous work Allouez Process Jan 2012 In-depth Interviews Billing Analysis: Energy and Demand Effects (Year 2) Feb 2012 Billing Data Plover Process Aug 2012 In-depth Interviews Commercial Process Evaluation Jan 2013 In-depth Interviews Plover Opt Out Feb 2013 In-depth Interviews Residential Participation Characterization Study May 2013 Baseline Study Results Follow Up Report Apr 2013 CATI Surveys Small Programs Evaluation: School to Home Apr 2013 In-depth Interviews Small Programs Evaluation: Business Staffing Grant May 2013 In-depth Interviews Billing Analysis Year 3 May 2013 Billing Data DNV GL © 2013 4 Community Pilot Evaluation Activities In-Depth Interviews Focus Groups CATI Surveys Billing Analysis DNV GL © 2013 5 Community Pilot Evaluation Activities Pilot vs. Control Pilot Timing 6 DNV GL © 2013 Participation & Rates 7 DNV GL © 2013 Participation 70% 60% 62% Residential Commercial 50% 40% 40% 34% 29% 30% 23% 25% 20% 10% 0% Brillion 8 DNV GL © 2013 Allouez Plover Rates Participation Plover Stayed In 57% Plover Opted Out 24% Plover Opted In 2% Allouez Opted In 3% Brillion Opted In 2% Percent of Residents 9 DNV GL © 2013 Rates Participation Opt out Much higher participation Minimal Costs – Temporary customer satisfaction dip Minimal Benefits – Not much more energy savings – Klos report Opt In = more savings Savings require customer actions – Awareness – Automation 10 DNV GL © 2013 Energy Savings 11 DNV GL © 2013 Energy Savings Overall: 3% Rates + Tools & Tech = Synergy – Greater savings than sum of each (+1% Allouez, +9% Plover) Net-to-gross ratio 12 DNV GL © 2013 Customer Motivations (Attitudes and Behaviors) 13 DNV GL © 2013 Customer Motivations Save money –High incentives w/ deadlines Keep control of household energy use (Big Brother) Inconvenience = cost 14 DNV GL © 2013 Customer Motivations Marketing works Key support iCanConserve microsites Customer Satisfaction Personalized customer contact 15 DNV GL © 2013 Processes 16 DNV GL © 2013 Program Processes Fully integrated evaluation Upfront planning –Turnover –Cost effectiveness & Net-to-gross Flexibility 17 DNV GL © 2013 Final Thoughts. . . Theme 18 Assigned Pilot Rate High Participation Savings not guaranteed Energy Savings Overall 3% Net Savings Motivation Saving Money Loss of Control Fully Integrated Evaluation Early involvement & consistent communication Things change DNV GL © 2013 19 DNV GL © 2013 Shawn Bodmann shawn.bodmann@dnvgl.com Lisa Stefanik lisa.stefanik@dnvgl.com 20 DNV GL © 2013 Evaluation Results: Participation Participation Brillion Allouez Plover Overall Res HVAC Bonus Home Energy Reviews Tools & Tech Pilot Rates Tot. Part. HHs* Total Households % Participating 157 224 36 86 479 1,408 34% 74 776 215 400 2,614 5,894 29% N/A 327 113 2,575 3.416 5,498 62% 231 1,327 364 3,061 6,509 12,800 51% Business Incentives Business Audits Pilot Rates Tot. Part. Businesses* Total Businesses % Participating 30 83 2 84 210 40% 25 126 4 93 412 23% 40 63 17 186 759 25% 95 272 23 363 1,381 26% 21 DNV GL © 2013 Evaluation Results: Attitudes and Behavior Before/After survey results Evaluation Category Residential Result Commercial Result Awareness of energy efficiency topics Increased No change # energy-related information sources Increased Increased iCanConserve Awareness Near 100% Majority aware Energy efficiency attitudes No change No change Energy efficiency control beliefs Increased (Plover) No change Energy efficiency social norms Increased (Plover) No change Self-reported efficiency behaviors Increased No change DNV GL © 2013 22