Inclusive Utility Investment Fundamentals
Utility Know-How
Energy Equity & Community
100

This term describes a financing model where the utility pays upfront for upgrades and recovers costs through a site-specific charge on the customer’s bill.

What is an inclusive utility investment?

100

This type of utility is owned by shareholders and regulated by state commissions.

What is an investor-owned utility (IOU)?

100

This principle calls for fair distribution of energy system benefits and burdens, and is one of the Five Dimensions of Equity discussed in the retreat.

What is distributive equity?

200

In Pay As You Save® programs, this percentage rule ensures that utility cost recovery is limited to a portion of the estimated annual savings.

What is the 80% rule?

200

This type of utility is owned by its members and often governed by an elected board.

What is a rural electric cooperative?

200

This principle calls for fair distribution of benefits and burdens in the energy system.

What is distributive equity?

300

This key design feature means the investment stays with the location—not the person—making it accessible for renters.

What is a site-specific tariff?

300

Why are solar panels great at parties?

They know how to “conduct” themselves!

300

What do you call a power plant that tells jokes?

What is "a 'current' comedian"?

400

Why did the energy auditor bring a ladder?

To check the “high” bills!

400

This nonprofit association represents electric cooperatives nationwide and supports programs like Upgrade to $ave.

What is the NRECA (National Rural Electric Cooperative Association)?

400

The Jemez Principles emphasize this approach to organizing, centering community voices.

What is Bottom-Up Organizing?

500

These consumer safeguards—like no disconnections for nonpayment of charges—are essential to building trust in inclusive utility investment programs.

What are consumer protections?

500

Nebraska is the only U.S. state served entirely by this type of community-controlled utility.

What are public power utilities?

500

This classic utility dilemma occurs when landlords don’t upgrade properties because tenants pay the bills.

What is the split incentive?