Evaluation and Assessment
e360s principals have more than 15 years experience in energy market assessment and evaluation for utilities, utility commissions and for government agencies and corporations.
Evaluation
We have led energy efficiency process and impact evaluations and organizational and operational assessments for the California Public Utilities Commission, the Hawaii Public Utilities Commission, the U.S Department of Energy, and municipal clients including Palo Alto Utilities. Our team has evaluated emerging finance programs.
Highlights of our experience in process, impact and organizational evaluation include:
Process Evaluation
California Public Utilities Commission. Developed research plan, survey instruments and evaluation model
to evaluate process issues and program performance for more than 10 city and regional programs. Conducted
surveys and interviews and prepared analysis. Programs included San Francisco Bay Area programs and several programs in Southern California, including Los Angeles County. Also, supported the local government non-resource impact and process evaluations.
California Public Utilities Commission. Led Local Government Energy Action Report/Plan. Action Plan identifies successful strategies, approaches, and practices used by local governments to enhance their communities’ long‐term capacity to use energy efficiently and to reduce climate impacts. The report provides recommendations on the types of goals and implementing actions that are needed to achieve the state’s energy
efficiency strategic vision. Conducted more than 30 in‐depth interviews of managers at municipal utilities, cities and IOUs throughout
the state. Also, provided strategy policy and ad hoc support to the CPUC on specific programs. Conducted extensive research on on-bill financing programs. Download the Report...
Delaware, Hawaii, Pennsylvania, and Ohio Utilities. For seven electric utilities, developed business strategies, processes
and performance optimization plans for demand management customer engagement and service offerings. Also, developed and led more than $7M in information systems projects.
Impact Evaluation
California Public Utilities Commission. Directed engineers in preparing and executing measurement and
verification plans on specific energy efficiency projects at commercial and industrial facilities on several projects between 2007 and 2013.
Organizational Assessment
Palo Alto Utilities, California. Led an organizational assessment and strategy for this multiple resource utility with 250 employees. The projects goals were to optimize organizational structure, processes and staff and to help prepare the utilities for challenges over the next ten
years.
Also, supported or led organizational and management evaluations for the California Public Utilities Commission, NASA and the US EPA.
Market Assessment
Highlights of our experience in market surveys, benchmarking and characterization include:
Market Surveys
Palo Alto Utilities. Led residential and commercial energy efficiency surveys. Developed survey instruments, analyzed data and presented results.
Austin Energy, CPS Energy. Developed survey instruments, analyzed data and presented results to assess the market for
electric vehicles and electric vehicle services.
McGraw Hill Companies/J.D. Power and Associates. Led engagement to advise the companies to enter the green products information business in customer products, utilities and other verticals focused on the “voice of the customer.” Led market assessment and benchmarking. Developed survey instruments, analyzed data and presented results.
Market Benchmarking
Sacramento Municipal Utility District. Led a market benchmarking study on energy efficiency and renewable energy products and
services of SMUD and 15 other utilities.
Major International Bank. Led benchmarking studies in clean technology and green markets. Presented findings and
recommendations to senior bank leadership.
Market Characterization
Sacramento Municipal Utility District. Characterized market segments for energy efficiency and renewable
energy service and product offerings. Recommended market development and branding approaches and strategies.
Southern California Edison. Characterized market segments and channels for advanced membrane filtration
systems.
Multiple Clients. Assessed or evaluated market segments and sizes for clients in
publishing and information services, electric vehicles, banking and finance, energy generation, efficiency
and management, packaging, water treatment, materials sourcing and management, advanced materials and supply chain software.
We have led energy efficiency process and impact evaluations and organizational and operational assessments for the California Public Utilities Commission, the Hawaii Public Utilities Commission, the U.S Department of Energy, and municipal clients including Palo Alto Utilities. Our team has evaluated emerging finance programs.
Highlights of our experience in process, impact and organizational evaluation include:
Process Evaluation
California Public Utilities Commission. Developed research plan, survey instruments and evaluation model
to evaluate process issues and program performance for more than 10 city and regional programs. Conducted
surveys and interviews and prepared analysis. Programs included San Francisco Bay Area programs and several programs in Southern California, including Los Angeles County. Also, supported the local government non-resource impact and process evaluations.
California Public Utilities Commission. Led Local Government Energy Action Report/Plan. Action Plan identifies successful strategies, approaches, and practices used by local governments to enhance their communities’ long‐term capacity to use energy efficiently and to reduce climate impacts. The report provides recommendations on the types of goals and implementing actions that are needed to achieve the state’s energy
efficiency strategic vision. Conducted more than 30 in‐depth interviews of managers at municipal utilities, cities and IOUs throughout
the state. Also, provided strategy policy and ad hoc support to the CPUC on specific programs. Conducted extensive research on on-bill financing programs. Download the Report...
Delaware, Hawaii, Pennsylvania, and Ohio Utilities. For seven electric utilities, developed business strategies, processes
and performance optimization plans for demand management customer engagement and service offerings. Also, developed and led more than $7M in information systems projects.
Impact Evaluation
California Public Utilities Commission. Directed engineers in preparing and executing measurement and
verification plans on specific energy efficiency projects at commercial and industrial facilities on several projects between 2007 and 2013.
Organizational Assessment
Palo Alto Utilities, California. Led an organizational assessment and strategy for this multiple resource utility with 250 employees. The projects goals were to optimize organizational structure, processes and staff and to help prepare the utilities for challenges over the next ten
years.
Also, supported or led organizational and management evaluations for the California Public Utilities Commission, NASA and the US EPA.
Market Assessment
Highlights of our experience in market surveys, benchmarking and characterization include:
Market Surveys
Palo Alto Utilities. Led residential and commercial energy efficiency surveys. Developed survey instruments, analyzed data and presented results.
Austin Energy, CPS Energy. Developed survey instruments, analyzed data and presented results to assess the market for
electric vehicles and electric vehicle services.
McGraw Hill Companies/J.D. Power and Associates. Led engagement to advise the companies to enter the green products information business in customer products, utilities and other verticals focused on the “voice of the customer.” Led market assessment and benchmarking. Developed survey instruments, analyzed data and presented results.
Market Benchmarking
Sacramento Municipal Utility District. Led a market benchmarking study on energy efficiency and renewable energy products and
services of SMUD and 15 other utilities.
Major International Bank. Led benchmarking studies in clean technology and green markets. Presented findings and
recommendations to senior bank leadership.
Market Characterization
Sacramento Municipal Utility District. Characterized market segments for energy efficiency and renewable
energy service and product offerings. Recommended market development and branding approaches and strategies.
Southern California Edison. Characterized market segments and channels for advanced membrane filtration
systems.
Multiple Clients. Assessed or evaluated market segments and sizes for clients in
publishing and information services, electric vehicles, banking and finance, energy generation, efficiency
and management, packaging, water treatment, materials sourcing and management, advanced materials and supply chain software.
