General Knowledge
This is R&C's hub for knowledge, consolidated in one spot, that helps us do our work.
What is the R&C Knowledge Base?
Step 1: Activation
Step 2: Set-up
Step 3: Handoff
Step 4: Stakeholder Engagement & Communication
What are the steps in the R&C Project Onboarding process?
There are more than 30 in total. The top 10 account for more than 90% of our net service revenue, and include PG&E, SCE, Consumers Energy, NYSERDA, and more.
What is a high-level breakdown of R&C clients?
This tool helps us keep track of the incentives we give to people who participate in our research. Best practice is to input incentive requests within 1 week of the participant completing the requirements.
What is the Incentive Tracker?
Aim for within 24 hours for an email from a client, and within 48 hours for an email from an internal colleague.
What is a best practice for how quickly to respond to emails?
These may be useful in our work but we must never use them to replace human decision making and we must never enter personal, confidential, or client information without permission.
What are AI tools like TRC GPT, RFP Chat and Copilot?
This is the meeting where we breakdown the scope into tasks with allocation, resources, and schedule.
What is a Work Breakdown Meeting?
This California client uses IOU ratepayer surcharges to invest in public interest research that advances energy science and technology.
Who is the California Energy Commission?
When conducting surveys for CARB, Consumers Energy, or NEEA, this central reference contains firmographic and demographic survey questions you may want to include.
What is the Firmographic and Demographic Survey Repository?
A clear and concise subject, an objective or purpose, an agenda to help people prepare, and indication of who is required vs. optional.
What should you include when scheduling and sending a meeting invite?
You could use the R&C Figure Template file or search the R Data Viz Training Library to learn new techniques. Guess what? They're all in the R&C Knowledge Base.
How can you improve your data visualizations?
This practice is an effective way to organize project communication in a single location, helps everyone on the team stay informed, and retains information and documents so they don't get automatically deleted in other chats.
Why use a Project Teams Channel?
This client serves electricity and natural gas to almost 2 million customers and is required to meet energy efficiency targets of 1.5% of electric sales and 0.875% of natural gas sales.
Who is Consumers Energy
This template for pilots and demo-projects comes pre-loaded with common tasks you may need to track for fast-moving, multi-site equipment installations, and you can customize it for your next project!
What is the Multi-Site Install Tracker Template?
This practice benefits the rest of the team by providing visibility into what's on your calendar and helps with scheduling meetings and planning work. You can find instructions for how to do it in the R&C Communication Plan.
What is calendar sharing?
If the client provides a contact list, you can assume 5% for residential and 2-5% for commercial/industrial.
What is a good estimate for general population survey response rates?
If you are keeping your SmartSheet project schedule and allocations up to date, you can find near real-time project budget actuals and forecasts in this sheet.
What is the SmartSheet Project Budget Reporting sheet?
This California client has a budget of $124M to administer a portfolio of 10 energy efficiency programs between 2024-2027, targeting underserved and hard-to-reach residents, businesses, public agencies, and Tribal governments.
Who is the San Diego Regional Energy Network (REN)?
This document outlines considerations and resources useful for planning and executing recruitment for research participants.
What are the Research Recruiting Sources, Processes, and Guidelines?
These technical guidelines make the internet and other digital information accessible to people with disabilities and can help your deliverables comply with the Americans with Disabilities Act. You can find them in the R&C Knowledge Base.
What are Web Content Accessibility Guidelines (WCAG)?