Civic Intelligence

Smart Energy Consumer Collaborative

990 • Fiscal year 2015 • EIN 27-2312832

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 06, 2016

50 Hurt Plaza Ste 825Atlanta, GA 30303

(404) 348-8017

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$119,446

Down $49,204 (-29%) from 2014

Net Assets

Down

$117,505

Down $47,586 (-29%) from 2014

Liabilities

Down

$1,941

Down $1,618 (-45%) from 2014

Revenue And Expenses

Revenue

Down

$498,744

Down $147,979 (-23%) from 2014

Expenses

Down

$546,330

Down $77,714 (-12%) from 2014

Net Income

Down

-$47,586

Down $70,265 (-310%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2014: $168,650Liabilities 2014: $3,559Net Assets 2014: $165,0912014Assets 2015: $119,446Liabilities 2015: $1,941Net Assets 2015: $117,5052015Assets 2016: $222,142Liabilities 2016: $2,715Net Assets 2016: $219,4272016Assets 2020: $493,161Liabilities 2020: $3,248Net Assets 2020: $489,9132020Assets 2021: $633,689Liabilities 2021: $7,473Net Assets 2021: $626,2162021Assets 2022: $649,402Liabilities 2022: $9,548Net Assets 2022: $639,8542022Assets 2024: $262,673Liabilities 2024: $18,525Net Assets 2024: $244,1482024

Highlighted filing

2015

Assets$119,446
Liabilities$1,941
Net Assets$117,505

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2014: $646,723Expenses 2014: $624,044Net Income 2014: $22,6792014Revenue 2015: $498,744Expenses 2015: $546,330Net Income 2015: -$47,5862015Revenue 2016: $762,136Expenses 2016: $660,214Net Income 2016: $101,9222016Revenue 2020: $869,091Expenses 2020: $826,326Net Income 2020: $42,7652020Revenue 2021: $808,855Expenses 2021: $672,552Net Income 2021: $136,3032021Revenue 2022: $709,687Expenses 2022: $696,049Net Income 2022: $13,6382022Revenue 2024: $458,027Expenses 2024: $703,932Net Income 2024: -$245,9052024

Highlighted filing

2015

Revenue$498,744
Expenses$546,330
Net Income-$47,586
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 6, 2016
Return Version
2015v2.1
Gross Receipts
$498,744
Mission and Program Overview

Mission

Smart grid consumer collaborative is a 501c3 nonprofit organization chartered to be the trusted source representing consumers, advocates, utilities and technology providers in order to advance the adoption of a reliable, efficient, and secure smart grid and ensure long-lasting sustainable benefits to consumers.

Sgcc has laid the groundwork for partnership and set the stage for a consumer-safe, consumer-friendly and consumer-approved modern electric grid in the u.s. By following our threefold agenda of listening to consumers via primary consumer research, educating consumers and stakeholders via educational resources and webinars and collaborating with stakeholders through membership, in person events and outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$165,091--
Rtn Earn Endowment Incm Other Fnds-$117,505-
Cash and Non-Interest-Bearing Accounts$135,573$74,299▼ $61,274
Savings and Temporary Cash Investments$33,077$45,147▲ $12,070
Total Assets$168,650$119,446▼ $49,204
Liabilities
Accounts Payable and Accrued Expenses$3,559$1,941▼ $1,618
Total Liabilities$3,559$1,941▼ $1,618
Net Assets / Fund Balance
Total Net Assets Fund Balance$165,091$117,505▼ $47,586
Total Liabilities and Net Assets / Fund Balance$168,650$119,446▼ $49,204
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Patricia DurandPresident &FT$118,560$118,560
Greg SchwartzDirector of Oper.FT$65,120$65,120

Board Members and Trustees

NameTitle
Amanda StallingsDirector
Brad GibsonDirector
Chris VillarrealDirector
Glenn SteigerDirector
Gregg KnightDirector
Jason CigarranDirector
Liz CoyleDirector
Luisa FreemanDirector
Michel LosierDirector
Michele GreggDirector
Naomi Manley-casimirDirector
Tim WolfDirector
John D McdonaldDirector & C
Peter K FloydDirector & S
Sa AndersDirector & T
Mark BrownDirector & Vice
Revenue and Support

Revenue Composition

Contributions and Grants
$79,995
Program Service Revenue
$418,631
Investment Income
$118
Other Revenue
$0
All Other Contributions
$79,995
Change in Net Assets
$-47,586
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$338,564
Other Expenses$207,766
Total Fundraising Expense$50,027
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$143,688$28,136$11,856$183,680
Other Salaries and Wages$91,133$17,821$31,369$140,323
Fees for Services Other$20,086--$20,086
Occupancy$4,524$10,557-$15,081
All Other Expenses$8,761$5,334$507$14,602
Payroll Taxes$11,503$2,184$874$14,561
Travel$10,556$2,815$704$14,075
Other Expenses$2,442$3,053$611$6,106
Office Expenses$105$1,897-$2,002
Fees for Services Accounting-$2,000-$2,000
Fees for Services Legal-$637$637$1,274
Total Functional Expenses$418,400$77,903$50,027$546,330
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

Smart grid consumer collaborative adjusted the membership categories and guidelines. In addition, the organization created and updated their strategic plan from the 3 year plan of 2013-2015 to 2016-2018.

Form 990, Page 6, Part VI, Line 6

Sgcc membership is open to all smart grid stakeholders including consumer and environmental advocacy organizations, technology providers, academic and research labs, and electric utilities for sharing in research, best practices, and the collaborative effort of the group.

Form 990, Page 6, Part VI, Line 7A

Prior to the annual meeting of the members, each founding member shall have the right to designate one member of the board of directors, to remove the director designated by that founding member, and in the event such director is removed (by that founding member or by the board), resigns, or otherwise ceases to be a director, to designate a successor director, as set forth in the by-laws.

Form 990, Page 6, Part VI, Line 11B

The organization conducts a review session for the form 990 that includes the finance committee, president/ceo, cfo and interested board members.

Form 990, Page 6, Part VI, Line 12C

The organization monitors and enforces compliance with the conflict of interest policy through annual board questionnaires and reviews.

Form 990, Page 6, Part VI, Line 15A

Independent board members review and approve compensation for the president/ceo and top management to ensure that no more than the fair market value is paid for such services.

Form 990, Page 6, Part VI, Line 19

The irs determination letter, articles of incorporation, bylaws, 990 filing and financial records are available to any member of the public upon request.

Filing and Contact Details

Filer

Filer Name
Smart Grid Consumer Collaborative
EIN
27-2312832
Phone
4043488017
Address
50 HURT PLAZA STE 825, ATLANTA, GA 30303

Signing Officer

Name
Patricia Durand
Title
President & CEO
Phone
4043488017
Signed
2016-06-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Durand
Formed
2010
Legal Domicile
Wa
Voting Board Members
17
Independent Board Members
17
Employees
7
Volunteers
104

Preparer

Firm
Brooks Mcginnis & Company LLC
Address
5607 GLENRIDGE DR STE 650, ATLANTA, GA 30342-4959
Preparer
Steven E Trumbo
Phone
4045314940
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Smart grid consumer collaborative is a 501(c)(3) nonprofit organization with a mission to serve as a trusted source of information for industry stakeholders seeking a broad understanding of consumers' views about grid modernization, electricity delivery, and energy usage, and for consumers seeking an understanding of the value and experience of a modern electrical grid.

Form 990, Page 2, Part III, Line 4A

Sgcc's research, the study organized five consumer segments and explored how consumers think about and experience grid modernization. Sgcc released its wave 5 consumer pulse and market segmentation study, a national survey of consumers that was conducted to better understand consumer awareness, favorability, expectations, and preferences as they relate to smart grid and smart grid-enabled programs and technologies. The study renewed and updated its smart grid-focused consumer segmentation framework based on the latest data to reflect today's marketplace for smart energy technology. Sgcc released its second consumer voices research that through on camera interviews provided an in-depth qualitative understanding of the five consumer segments identified in by the wave 5 consumer pulse and market segmentation study, and illustrated their perceptions, emotions, attitudes and values related to smart grid, smart meters, and products, programs and services that leverage smart energy technologies. Sgcc released its seventh smart grid customer engagement success story that focused on how fort collins utilities engaged consumers to enable them to match the energy they use with their needs and lifestyles. It identified that how they were able to kick-start their advanced metering project and lay the groundwork for their peak partners demand response program. Building upon their success, fort collins utilities used the wealth of information collected to help refine the peak partners program and improve customer engagement.

Form 990, Page 2, Part III, Line 4B

Sgcc added a consumer-oriented distributed generation & net metering fact sheet to a consumer information kit for the smart grid comprised of seven educational, consumer-facing fact sheets on topics important to consumers including consumer benefits, data privacy, myths vs. Facts: the truth about smart meters, outage restoration, power quality, pricing and radio frequency. The new fact sheet described to consumers what distributed generation and net metering mean to them and answered their most common questions. Sgcc also hosted a series of six free peer connect webinars concerning topics ranging from energy storage & net metering, the importance of consumer standards, the right to data access, consumer engagement with data presentment, the changing utility business model and sgcc's consumer value proposition for the smart grid. Each webinar provided topic oriented speakers as well as a questions and answers discussion. Sgcc continued an effort to create a consumer value proposition for the smart grid to take the lead on delivering a consistent narrative on the promise of the smart grid by developing a set of consumer value proposition statements and a video supported by success story proof points. The consumer value proposition illustrated to consumers the benefits they will receive with grid modernization. The consumer value proposition answered the questions that consumers should rightfully ask including; "what's in it for me?- and "what's in it for 'us'?" sgcc also continued to produce material for its consumer-facing website, www.whatissmartgrid.org, including an interactive next innovation infographic for the smart grid 101 section positioning grid modernization as the next great innovation and 14 featured articles on timely topics relevant to consumers including "what can the walking dead teach us about energy?- and "4 smart cities with lessons for the u.s."

Form 990, Page 2, Part III, Line 4C

President & ceo patty durand and continued social media presence on twitter, facebook, pinterest, linkedin, google+, slideshare and youtube. In 2015, sgcc also continued the weekly smart grid: above the fold, a newsletter that keeps members and non-members abreast of smart grid and consumer industry news and trends. Sgcc also hosted two in-person events in 2015 including a fifth annual consumer symposium: consumer value in action open to the public and the fourth annual members meeting and interactive workshop where members focused on featured topics ranging from demand response programs, distributed generation and looking deeper at being strategic with consumer engagement. In support of sgcc's research releases, sgcc provided three publically available research brief webinars covering each study including the consumer pulse focus on seniors, from movers and shakers to status quo - what's the deal and bringing the consumer perspective of the smart grid to life. Standards: to help sgcc members further educate consumers about the smart grid, sgcc published an online guidebook covering standards for demand response, solar and other distributed energy resources, electric vehicles and additional useful information. Policy: in 2015, sgcc conducted an organizational effort to engage more with public policy stakeholders. Sgcc formed a policy committee made up of members from across the smart grid industry who are well versed in the regulatory affairs of the energy industry. The policy committee developed a set of guidelines in an effort to meet organizational goals of increased outreach and impact and actively engaged public policy stakeholders by presenting sgcc research to commissioners in six target states including illinois, massachusetts, minnesota, nevada, new york, and south carolina.

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IRS990/Desc0RESEARCH: SGCC RELEASED THREE PIECES OF RESEARCH ON THE PUBLIC'S AWARENESS OF SMART GRID THROUGHOUT 2015 IN ADDITION TO A SEVENTH CUSTOMER ENGAGEMENT CASE STUDY WHILE MAINTAINING A FULLY ENGAGED VOLUNTEER BASED RESEARCH COMMITTEE. SGCC RELEASED THE 2015 STATE OF THE CONSUMER REPORT, A DETAILED REPORT SUMMARIZING SGCC'S PRIORITY TO INCREASE INDUSTRY KNOWLEDGE ABOUT HOW U.S. CONSUMERS ARE THINKING ABOUT AND ENGAGING WITH GRID MODERNIZATION EFFORTS. THIS VERSION EXPANDED THE ABILITY TO HELP INDUSTRY STAKEHOLDERS UNDERSTAND THE PREVALENCE OF VARIOUS CONSUMERS SEGMENTS AND THEIR DEGREE OF FAVORABILITY AND WILLINGNESS TO ADOPT THESE NEW TECHNOLOGIES. BASED ON SGCC'S RESEARCH, THE STUDY ORGANIZED FIVE CONSUMER SEGMENTS AND EXPLORED HOW CONSUMERS THINK ABOUT AND EXPERIENCE GRID MODERNIZATION. SGCC RELEASED ITS WAVE 5 CONSUMER PULSE AND MARKET SEGMENTATION STUDY, A NATIONAL SURVEY OF CONSUMERS THAT WAS CONDUCTED TO BETTER UNDERSTAND CONSUMER AWARENESS, FAVORABILITY, EXPECTATIONS, AND PREFERENCES AS THEY RELATE TO SMART GRID AND SMART GRID-ENABLED PROGRAMS AND TECHNOLOGIES. THE STUDY RENEWED AND UPDATED ITS SMART GRID-FOCUSED CONSUMER SEGMENTATION FRAMEWORK BASED ON THE LATEST DATA TO REFLECT TODAY'S MARKETPLACE FOR SMART ENERGY TECHNOLOGY. SGCC RELEASED ITS SECOND CONSUMER VOICES RESEARCH THAT THROUGH ON CAMERA INTERVIEWS PROVIDED AN IN-DEPTH QUALITATIVE UNDERSTANDING OF THE FIVE CONSUMER SEGMENTS IDENTIFIED IN BY THE WAVE 5 CONSUMER PULSE AND MARKET SEGMENTATION STUDY, AND ILLUSTRATED THEIR PERCEPTIONS, EMOTIONS, ATTITUDES AND VALUES RELATED TO SMART GRID, SMART METERS, AND PRODUCTS, PROGRAMS AND SERVICES THAT LEVERAGE SMART ENERGY TECHNOLOGIES. SGCC RELEASED ITS SEVENTH SMART GRID CUSTOMER ENGAGEMENT SUCCESS STORY THAT FOCUSED ON HOW FORT COLLINS UTILITIES ENGAGED CONSUMERS TO ENABLE THEM TO MATCH THE ENERGY THEY USE WITH THEIR NEEDS AND LIFESTYLES. IT IDENTIFIED THAT HOW THEY WERE ABLE TO KICK-START THEIR ADVANCED METERING PROJECT AND LAY THE GROUNDWORK FOR THEIR PEAK PARTNERS DEMAND RESPONSE PROGRAM. BUILDING UPON THEIR SUCCESS, FORT COLLINS UTILITIES USED THE WEALTH OF INFORMATION COLLECTED TO HELP REFINE THE PEAK PARTNERS PROGRAM AND IMPROVE CUSTOMER ENGAGEMENT.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR & T
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR & S
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIR. & VICE
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT &
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIR OF OPER.
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IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION: SGCC MAINTAINED A VOLUNTEER BASED EDUCATION AND OUTREACH COMMITTEE THROUGHOUT 2015 THAT CONTINUED WORK TO IMPROVE STAKEHOLDER AND CONSUMER'S AWARENESS AND UNDERSTANDING OF MODERNIZED ELECTRICAL SYSTEMS THROUGH VARIOUS RESOURCES AND CAMPAIGNS. SGCC RECOGNIZED PEPCO HOLDINGS, OPOWER, AND THE GREENLINING INSTITUTE EACH WITH A CLEAR AWARD AT THE SGCC ANNUAL CONSUMER SYMPOSIUM BASED ON FIVE BEHAVIORS AND HOW THE ORGANIZATIONS MADE SMART GRID CLEAR TO CONSUMERS. THE AWARDS DEMONSTRATED EXCELLENCE IN CUSTOMER ENGAGEMENT AND OUTREACH IN THEIR CONSUMER AWARENESS CAMPAIGNS. SGCC ADDED A CONSUMER-ORIENTED DISTRIBUTED GENERATION & NET METERING FACT SHEET TO A CONSUMER INFORMATION KIT FOR THE SMART GRID COMPRISED OF SEVEN EDUCATIONAL, CONSUMER-FACING FACT SHEETS ON TOPICS IMPORTANT TO CONSUMERS INCLUDING CONSUMER BENEFITS, DATA PRIVACY, MYTHS VS. FACTS: THE TRUTH ABOUT SMART METERS, OUTAGE RESTORATION, POWER QUALITY, PRICING AND RADIO FREQUENCY. THE NEW FACT SHEET DESCRIBED TO CONSUMERS WHAT DISTRIBUTED GENERATION AND NET METERING MEAN TO THEM AND ANSWERED THEIR MOST COMMON QUESTIONS. SGCC ALSO HOSTED A SERIES OF SIX FREE PEER CONNECT WEBINARS CONCERNING TOPICS RANGING FROM ENERGY STORAGE & NET METERING, THE IMPORTANCE OF CONSUMER STANDARDS, THE RIGHT TO DATA ACCESS, CONSUMER ENGAGEMENT WITH DATA PRESENTMENT, THE CHANGING UTILITY BUSINESS MODEL AND SGCC'S CONSUMER VALUE PROPOSITION FOR THE SMART GRID. EACH WEBINAR PROVIDED TOPIC ORIENTED SPEAKERS AS WELL AS A QUESTIONS AND ANSWERS DISCUSSION. SGCC CONTINUED AN EFFORT TO CREATE A CONSUMER VALUE PROPOSITION FOR THE SMART GRID TO TAKE THE LEAD ON DELIVERING A CONSISTENT NARRATIVE ON THE PROMISE OF THE SMART GRID BY DEVELOPING A SET OF CONSUMER VALUE PROPOSITION STATEMENTS AND A VIDEO SUPPORTED BY SUCCESS STORY PROOF POINTS. THE CONSUMER VALUE PROPOSITION ILLUSTRATED TO CONSUMERS THE BENEFITS THEY WILL RECEIVE WITH GRID MODERNIZATION. THE CONSUMER VALUE PROPOSITION ANSWERED THE QUESTIONS THAT CONSUMERS SHOULD RIGHTFULLY ASK INCLUDING; "WHAT'S IN IT FOR ME?- AND "WHAT'S IN IT FOR 'US'?" SGCC ALSO CONTINUED TO PRODUCE MATERIAL FOR ITS CONSUMER-FACING WEBSITE, WWW.WHATISSMARTGRID.ORG, INCLUDING AN INTERACTIVE NEXT INNOVATION INFOGRAPHIC FOR THE SMART GRID 101 SECTION POSITIONING GRID MODERNIZATION AS THE NEXT GREAT INNOVATION AND 14 FEATURED ARTICLES ON TIMELY TOPICS RELEVANT TO CONSUMERS INCLUDING "WHAT CAN THE WALKING DEAD TEACH US ABOUT ENERGY?- AND "4 SMART CITIES WITH LESSONS FOR THE U.S."
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IRS990/ProgSrvcAccomActy3Grp/Desc0COLLABORATION: DURING 2015, SGCC MEMBERSHIP CONTINUED TO GROW BY ADDING 18 MEMBERS INCLUDING TECHNOLOGY VENDORS AND CONSULTANTS, ENERGY PROVIDERS AND AFFILIATES INDICATING THE VALUE IN THE RESEARCH AND EDUCATIONAL MATERIALS PRODUCED AS WELL AS THE COLLABORATION FACILITATED. SGCC HAD REPRESENTATION AT 22 TOP-TIER ENERGY CONFERENCES ALL OVER THE NATION AND PRESENTED AT 15 NATIONALLY. TO FURTHER THE REACH OF SGCC'S RESEARCH AND EDUCATIONAL MATERIALS, SGCC RELEASED 10 MEDIA CENTERED PRESS RELEASES. SGCC CONTINUED TO COLLABORATE AMONG STAKEHOLDERS INCLUDING A MONTHLY E- NEWSLETTER AND ADDITIONAL SMART CONSUMER CONNECTIONS BLOG FROM SGCC'S PRESIDENT & CEO PATTY DURAND AND CONTINUED SOCIAL MEDIA PRESENCE ON TWITTER, FACEBOOK, PINTEREST, LINKEDIN, GOOGLE+, SLIDESHARE AND YOUTUBE. IN 2015, SGCC ALSO CONTINUED THE WEEKLY SMART GRID: ABOVE THE FOLD, A NEWSLETTER THAT KEEPS MEMBERS AND NON-MEMBERS ABREAST OF SMART GRID AND CONSUMER INDUSTRY NEWS AND TRENDS. SGCC ALSO HOSTED TWO IN-PERSON EVENTS IN 2015 INCLUDING A FIFTH ANNUAL CONSUMER SYMPOSIUM: CONSUMER VALUE IN ACTION OPEN TO THE PUBLIC AND THE FOURTH ANNUAL MEMBERS MEETING AND INTERACTIVE WORKSHOP WHERE MEMBERS FOCUSED ON FEATURED TOPICS RANGING FROM DEMAND RESPONSE PROGRAMS, DISTRIBUTED GENERATION AND LOOKING DEEPER AT BEING STRATEGIC WITH CONSUMER ENGAGEMENT. IN SUPPORT OF SGCC'S RESEARCH RELEASES, SGCC PROVIDED THREE PUBLICALLY AVAILABLE RESEARCH BRIEF WEBINARS COVERING EACH STUDY INCLUDING THE CONSUMER PULSE FOCUS ON SENIORS, FROM MOVERS AND SHAKERS TO STATUS QUO - WHAT'S THE DEAL AND BRINGING THE CONSUMER PERSPECTIVE OF THE SMART GRID TO LIFE. STANDARDS: TO HELP SGCC MEMBERS FURTHER EDUCATE CONSUMERS ABOUT THE SMART GRID, SGCC PUBLISHED AN ONLINE GUIDEBOOK COVERING STANDARDS FOR DEMAND RESPONSE, SOLAR AND OTHER DISTRIBUTED ENERGY RESOURCES, ELECTRIC VEHICLES AND ADDITIONAL USEFUL INFORMATION. POLICY: IN 2015, SGCC CONDUCTED AN ORGANIZATIONAL EFFORT TO ENGAGE MORE WITH PUBLIC POLICY STAKEHOLDERS. SGCC FORMED A POLICY COMMITTEE MADE UP OF MEMBERS FROM ACROSS THE SMART GRID INDUSTRY WHO ARE WELL VERSED IN THE REGULATORY AFFAIRS OF THE ENERGY INDUSTRY. THE POLICY COMMITTEE DEVELOPED A SET OF GUIDELINES IN AN EFFORT TO MEET ORGANIZATIONAL GOALS OF INCREASED OUTREACH AND IMPACT AND ACTIVELY ENGAGED PUBLIC POLICY STAKEHOLDERS BY PRESENTING SGCC RESEARCH TO COMMISSIONERS IN SIX TARGET STATES INCLUDING ILLINOIS, MASSACHUSETTS, MINNESOTA, NEVADA, NEW YORK, AND SOUTH CAROLINA.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SMART GRID CONSUMER COLLABORATIVE IS A 501(C)(3) NONPROFIT ORGANIZATION WITH A MISSION TO SERVE AS A TRUSTED SOURCE OF INFORMATION FOR INDUSTRY STAKEHOLDERS SEEKING A BROAD UNDERSTANDING OF CONSUMERS' VIEWS ABOUT GRID MODERNIZATION, ELECTRICITY DELIVERY, AND ENERGY USAGE, AND FOR CONSUMERS SEEKING AN UNDERSTANDING OF THE VALUE AND EXPERIENCE OF A MODERN ELECTRICAL GRID.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SGCC'S RESEARCH, THE STUDY ORGANIZED FIVE CONSUMER SEGMENTS AND EXPLORED HOW CONSUMERS THINK ABOUT AND EXPERIENCE GRID MODERNIZATION. SGCC RELEASED ITS WAVE 5 CONSUMER PULSE AND MARKET SEGMENTATION STUDY, A NATIONAL SURVEY OF CONSUMERS THAT WAS CONDUCTED TO BETTER UNDERSTAND CONSUMER AWARENESS, FAVORABILITY, EXPECTATIONS, AND PREFERENCES AS THEY RELATE TO SMART GRID AND SMART GRID-ENABLED PROGRAMS AND TECHNOLOGIES. THE STUDY RENEWED AND UPDATED ITS SMART GRID-FOCUSED CONSUMER SEGMENTATION FRAMEWORK BASED ON THE LATEST DATA TO REFLECT TODAY'S MARKETPLACE FOR SMART ENERGY TECHNOLOGY. SGCC RELEASED ITS SECOND CONSUMER VOICES RESEARCH THAT THROUGH ON CAMERA INTERVIEWS PROVIDED AN IN-DEPTH QUALITATIVE UNDERSTANDING OF THE FIVE CONSUMER SEGMENTS IDENTIFIED IN BY THE WAVE 5 CONSUMER PULSE AND MARKET SEGMENTATION STUDY, AND ILLUSTRATED THEIR PERCEPTIONS, EMOTIONS, ATTITUDES AND VALUES RELATED TO SMART GRID, SMART METERS, AND PRODUCTS, PROGRAMS AND SERVICES THAT LEVERAGE SMART ENERGY TECHNOLOGIES. SGCC RELEASED ITS SEVENTH SMART GRID CUSTOMER ENGAGEMENT SUCCESS STORY THAT FOCUSED ON HOW FORT COLLINS UTILITIES ENGAGED CONSUMERS TO ENABLE THEM TO MATCH THE ENERGY THEY USE WITH THEIR NEEDS AND LIFESTYLES. IT IDENTIFIED THAT HOW THEY WERE ABLE TO KICK-START THEIR ADVANCED METERING PROJECT AND LAY THE GROUNDWORK FOR THEIR PEAK PARTNERS DEMAND RESPONSE PROGRAM. BUILDING UPON THEIR SUCCESS, FORT COLLINS UTILITIES USED THE WEALTH OF INFORMATION COLLECTED TO HELP REFINE THE PEAK PARTNERS PROGRAM AND IMPROVE CUSTOMER ENGAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SGCC ADDED A CONSUMER-ORIENTED DISTRIBUTED GENERATION & NET METERING FACT SHEET TO A CONSUMER INFORMATION KIT FOR THE SMART GRID COMPRISED OF SEVEN EDUCATIONAL, CONSUMER-FACING FACT SHEETS ON TOPICS IMPORTANT TO CONSUMERS INCLUDING CONSUMER BENEFITS, DATA PRIVACY, MYTHS VS. FACTS: THE TRUTH ABOUT SMART METERS, OUTAGE RESTORATION, POWER QUALITY, PRICING AND RADIO FREQUENCY. THE NEW FACT SHEET DESCRIBED TO CONSUMERS WHAT DISTRIBUTED GENERATION AND NET METERING MEAN TO THEM AND ANSWERED THEIR MOST COMMON QUESTIONS. SGCC ALSO HOSTED A SERIES OF SIX FREE PEER CONNECT WEBINARS CONCERNING TOPICS RANGING FROM ENERGY STORAGE & NET METERING, THE IMPORTANCE OF CONSUMER STANDARDS, THE RIGHT TO DATA ACCESS, CONSUMER ENGAGEMENT WITH DATA PRESENTMENT, THE CHANGING UTILITY BUSINESS MODEL AND SGCC'S CONSUMER VALUE PROPOSITION FOR THE SMART GRID. EACH WEBINAR PROVIDED TOPIC ORIENTED SPEAKERS AS WELL AS A QUESTIONS AND ANSWERS DISCUSSION. SGCC CONTINUED AN EFFORT TO CREATE A CONSUMER VALUE PROPOSITION FOR THE SMART GRID TO TAKE THE LEAD ON DELIVERING A CONSISTENT NARRATIVE ON THE PROMISE OF THE SMART GRID BY DEVELOPING A SET OF CONSUMER VALUE PROPOSITION STATEMENTS AND A VIDEO SUPPORTED BY SUCCESS STORY PROOF POINTS. THE CONSUMER VALUE PROPOSITION ILLUSTRATED TO CONSUMERS THE BENEFITS THEY WILL RECEIVE WITH GRID MODERNIZATION. THE CONSUMER VALUE PROPOSITION ANSWERED THE QUESTIONS THAT CONSUMERS SHOULD RIGHTFULLY ASK INCLUDING; "WHAT'S IN IT FOR ME?- AND "WHAT'S IN IT FOR 'US'?" SGCC ALSO CONTINUED TO PRODUCE MATERIAL FOR ITS CONSUMER-FACING WEBSITE, WWW.WHATISSMARTGRID.ORG, INCLUDING AN INTERACTIVE NEXT INNOVATION INFOGRAPHIC FOR THE SMART GRID 101 SECTION POSITIONING GRID MODERNIZATION AS THE NEXT GREAT INNOVATION AND 14 FEATURED ARTICLES ON TIMELY TOPICS RELEVANT TO CONSUMERS INCLUDING "WHAT CAN THE WALKING DEAD TEACH US ABOUT ENERGY?- AND "4 SMART CITIES WITH LESSONS FOR THE U.S."
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRESIDENT & CEO PATTY DURAND AND CONTINUED SOCIAL MEDIA PRESENCE ON TWITTER, FACEBOOK, PINTEREST, LINKEDIN, GOOGLE+, SLIDESHARE AND YOUTUBE. IN 2015, SGCC ALSO CONTINUED THE WEEKLY SMART GRID: ABOVE THE FOLD, A NEWSLETTER THAT KEEPS MEMBERS AND NON-MEMBERS ABREAST OF SMART GRID AND CONSUMER INDUSTRY NEWS AND TRENDS. SGCC ALSO HOSTED TWO IN-PERSON EVENTS IN 2015 INCLUDING A FIFTH ANNUAL CONSUMER SYMPOSIUM: CONSUMER VALUE IN ACTION OPEN TO THE PUBLIC AND THE FOURTH ANNUAL MEMBERS MEETING AND INTERACTIVE WORKSHOP WHERE MEMBERS FOCUSED ON FEATURED TOPICS RANGING FROM DEMAND RESPONSE PROGRAMS, DISTRIBUTED GENERATION AND LOOKING DEEPER AT BEING STRATEGIC WITH CONSUMER ENGAGEMENT. IN SUPPORT OF SGCC'S RESEARCH RELEASES, SGCC PROVIDED THREE PUBLICALLY AVAILABLE RESEARCH BRIEF WEBINARS COVERING EACH STUDY INCLUDING THE CONSUMER PULSE FOCUS ON SENIORS, FROM MOVERS AND SHAKERS TO STATUS QUO - WHAT'S THE DEAL AND BRINGING THE CONSUMER PERSPECTIVE OF THE SMART GRID TO LIFE. STANDARDS: TO HELP SGCC MEMBERS FURTHER EDUCATE CONSUMERS ABOUT THE SMART GRID, SGCC PUBLISHED AN ONLINE GUIDEBOOK COVERING STANDARDS FOR DEMAND RESPONSE, SOLAR AND OTHER DISTRIBUTED ENERGY RESOURCES, ELECTRIC VEHICLES AND ADDITIONAL USEFUL INFORMATION. POLICY: IN 2015, SGCC CONDUCTED AN ORGANIZATIONAL EFFORT TO ENGAGE MORE WITH PUBLIC POLICY STAKEHOLDERS. SGCC FORMED A POLICY COMMITTEE MADE UP OF MEMBERS FROM ACROSS THE SMART GRID INDUSTRY WHO ARE WELL VERSED IN THE REGULATORY AFFAIRS OF THE ENERGY INDUSTRY. THE POLICY COMMITTEE DEVELOPED A SET OF GUIDELINES IN AN EFFORT TO MEET ORGANIZATIONAL GOALS OF INCREASED OUTREACH AND IMPACT AND ACTIVELY ENGAGED PUBLIC POLICY STAKEHOLDERS BY PRESENTING SGCC RESEARCH TO COMMISSIONERS IN SIX TARGET STATES INCLUDING ILLINOIS, MASSACHUSETTS, MINNESOTA, NEVADA, NEW YORK, AND SOUTH CAROLINA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SMART GRID CONSUMER COLLABORATIVE ADJUSTED THE MEMBERSHIP CATEGORIES AND GUIDELINES. IN ADDITION, THE ORGANIZATION CREATED AND UPDATED THEIR STRATEGIC PLAN FROM THE 3 YEAR PLAN OF 2013-2015 TO 2016-2018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SGCC MEMBERSHIP IS OPEN TO ALL SMART GRID STAKEHOLDERS INCLUDING CONSUMER AND ENVIRONMENTAL ADVOCACY ORGANIZATIONS, TECHNOLOGY PROVIDERS, ACADEMIC AND RESEARCH LABS, AND ELECTRIC UTILITIES FOR SHARING IN RESEARCH, BEST PRACTICES, AND THE COLLABORATIVE EFFORT OF THE GROUP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRIOR TO THE ANNUAL MEETING OF THE MEMBERS, EACH FOUNDING MEMBER SHALL HAVE THE RIGHT TO DESIGNATE ONE MEMBER OF THE BOARD OF DIRECTORS, TO REMOVE THE DIRECTOR DESIGNATED BY THAT FOUNDING MEMBER, AND IN THE EVENT SUCH DIRECTOR IS REMOVED (BY THAT FOUNDING MEMBER OR BY THE BOARD), RESIGNS, OR OTHERWISE CEASES TO BE A DIRECTOR, TO DESIGNATE A SUCCESSOR DIRECTOR, AS SET FORTH IN THE BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION CONDUCTS A REVIEW SESSION FOR THE FORM 990 THAT INCLUDES THE FINANCE COMMITTEE, PRESIDENT/CEO, CFO AND INTERESTED BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH ANNUAL BOARD QUESTIONNAIRES AND REVIEWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INDEPENDENT BOARD MEMBERS REVIEW AND APPROVE COMPENSATION FOR THE PRESIDENT/CEO AND TOP MANAGEMENT TO ENSURE THAT NO MORE THAN THE FAIR MARKET VALUE IS PAID FOR SUCH SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10THE IRS DETERMINATION LETTER, ARTICLES OF INCORPORATION, BYLAWS, 990 FILING AND FINANCIAL RECORDS ARE AVAILABLE TO ANY MEMBER OF THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 2, PART III, LINE 4C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false

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