Marine Energy Social and Economic Data Collection Toolkit

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Marine energy projects have the potential to create significant benefits by stimulating economic growth, generating revenue, creating jobs, improving local infrastructure and services, and providing energy security and resilience. However, if projects are not carefully planned and do not include communities in the development process, there could be adverse effects or changes that do not align with local cultures and community values or that provide inequitable distribution of costs and benefits. Collecting social and economic data is necessary to anticipate these effects, and to develop and appropriately site marine energy projects that suitably address community needs, incorporate and address community values, and satisfy consenting requirements. Despite the importance of this information, consistent methodology for social and economic data collection to inform marine energy development is lacking. There is little documentation from past projects, and if documentation exists, it is not often clear how the social and economic data have been collected or analyzed. This toolkit aims to close some of these gaps by facilitating easy access to information on social and economic data, how to collect it (baseline and impacts), with examples; provide social science background for traditionally more technical audiences; and guide data collection efforts with a template.

This toolkit was initiated out of two workshops held at the European Wave and Tidal Energy Conference (Cork, Ireland, 2017) and Environmental Interactions of Marine Renewables (EIMR, Kirkwall, UK, 2018) by Offshore Renewables Joint Industry Programme (ORJIP) and Ocean Energy Systems-Environmental. Additional work on these topics is discussed in the 2020 State of the Science Report chapter on Social and Economic Data Collection and the 2024 State of the Science Report chapter on Social and Economic Effects of Marine Energy, and has also been supported through ongoing work with the United States Department of Energy's (U.S. DOE) Water Power Technologies Office under the Deployment Readiness Framework since 2022.

Template for Data Collection

The template for data collection builds on the Good Management Practices for the collection of social and economic data for marine energy developed by OES-Environmental and the findings of the OES-Environmental 2020 State of the Science Report chapter on Social and Economic Data Collection and the 2024 State of the Science Report chapter on Social and Economic Effects of Marine Energy. The intended audiences for these templates include marine energy developers and their consultants that need to conduct a socioeconomic assessment as part of their regulatory requirements; strategic planners at the government level that are interested in programmatic socioeconomic assessments (e.g., U.S. DOE); and researchers interested in assessing socioeconomic cumulative effects of marine energy.

The template organizes the social or economic data that can be collected for baseline and impact assessments by key metrics, provides resources and methods for how to collect that data and the typical units that are used in reporting that data. The last two columns are left blank for a user to fill in notes or data collected on the metrics selected.

Click here to download the fillable template.

Tool

The table below provides a list of metrics identified as common in the literature for social and economic data collection for marine energy and other relevant development projects. It is sortable by category and searchable by text to connect metrics with approaches for quantification. Full references for the definitions provided for each metric are available in the Definitions document.

View the Instructions document for detailed information on using the tool.

 

Category Metrics Synonyms or related metrics Methods Examples from marine energy Examples from other relevant industries Tools
Social acceptance

the positive or neutral reaction of citizens when a project is proposed in their local area

choice experiment, contingent valuation, eye-tracking technology, indicator system, interviews, multi-criteria decision making matrix, participatory methodologies, perception studies, pestel analysis, principle component analysis, shared socioeconomic pathway narratives, social media analysis, survey Posterari and Waseda 2022, Jenkins et al. 2018, DeSanti 2020 Zaunbrecker et al. 2016, Bidwell 2023, Dion 2019, Devine-Wright and Wiersma 2020, Kim et al. 2019, Westerberg et al. 2015, Walker et al. 2014, Rand and Hoen 2017, Rodriguez-Segura et al. 2023, Agyekum et al. 2021, Booth et al. 2022, Petrova et al. 2016
Social accessibility

the degree to which a process, product, device, service, environment, or facility is usable by as many people as possible

interviews, social life cycle assessment, structural equation modeling, survey Singh et al. 2020, De Santo 2011 Alwah et al. 2021 UrbanAccess
Social adaptation

adjustment to changes in environmental or social conditions, particularly in the context of renewable energy

framework, loop analysis, scenario planning, survey Garcia et al. 2018 Bennett et al. 2016, Firmansyah and Dharmawan Climate Adaptation Knowledge Exchange
Social, Economic aesthetics

visual or other beauty-related aspects of a landscape or seascape

environmental impact assessment, focus group, GIS, interviews, participatory value mapping, principal component analysis, seascape landscape visual methodology, spatial modeling, survey, vespa framework Lee et al. 2025, European Marine Energy Centre (EMEC) 2021, Lonsdale et al. 2020 Sullivan et al. 2013, White et al. 2020, BOEM 2021
Economic affordability

the state of being cheap enough for people to be able to buy

interviews, survey, techno-economic analysis Kazimierczuk et al. 2023 Dubois and Meier 2016, Deller 2018 (Un-named) TEA for Tidal Energy, State and Local Planning for Energy (SLOPE) Platform
Social, Economic barriers / enablers

the aspects of a project, process, or community that either facilitate or prevent success

GIS, interviews, workshop Apolonia et al. 2021, Posterari and Waseda 2022 Brummer 2018, Lucas et al. 2017, Petrova et al. 2016, Farkat Diogenes et al. 2020 (Un-named) PESTEL/SWOT framework
Social behaviors

human responses to change or patterns of resource use

hypothetical experiment, interviews, questionnaire DeSanti 2020, Dreyer et al. 2017 Klein and Coffey 2016, Gkargkavouzi et al. 2020
Economic capacity

a non-static aspect describing the human, technical, economic, or social resources available in a community to participate

case study, comprehensive vulnerability framework, economic analysis, focus group, fuzzy logic model, geospatial analysis, industry research, interviews, observations, participatory methodologies, scenarios, social capital analysis, structural equation modeling, survey Marine Energy Wales 2020 Tull et al. 2016 AEDG Community Metric Explorer
Economic capital expenditure (CAPEX)

an investment of money to acquire or upgrade fixed assets, typically a one-time cost that enables future growth

case study, economic analysis, GIS-te software tool, input-output model, scenarios Draycott et al. 2018, Marine Energy Wales 2019, Marine Energy Wales 2020, Têtu and Chozas 2021 Wall Street Prep Capex Guide
Social climate concerns

perspectives of individuals / community on the severity of impacts due to anthropogenic climate change or contributions to further environmental degradation

case study, economic framework, interviews, survey, workshop Dreyer et al. 2017, Trueworthy and DuPont 2021 Brummer 2018, Hagen and Pijawka 2015 National Aggregates of Geospatial Data Collection (NAGDC)
Social, Economic community benefits

positive impacts to a broad societal group generated by a project

case study, economic model, focus group, hypothetical experiment, interviews, social impact assessment Soukissian et al. 2023 Thomas et al. 2022
Social community structure

the relationships among the people, groups, institutions, stakeholders, and management of a community

census data, ethnographic fieldwork (participant observations), focus group, interviews, media content analysis, photovoice, Q study, social amplification of risk framework, social capital analysis, social impact assessment, theory of social structures, workshop Tidbury et al. 2020 Equimar 2012, Gjorgievski et al. 2021, International Hydropower Association 2021 Energy Transitions Playbook
Economic compensation

payment or remuneration for work or services performed or for harm suffered

equator principles, framework, life cycle assessment, risk assessment, social ecological model, survey Reilly et al. 2016 van Wijk et al. 2021, Kerr et al. 2017
Social, Economic conflict

any disagreement or difference of opinions between individuals or groups involved or impacted in the planning of a project

case study, fuzzy multi-criteria analysis, GIS, interviews, interviews, microgrid modeling, power system modeling, spatial modeling, survey, techno-economic analysis Freeman et al. 2016, Alexander 2012 Omenge et al. 2020, Akita et al. 2020 (Un-named) Spatial decision support tools
Economic cost

any aspect related to the payment required for items or services associated with a project

arcwind, cost breakdown structure, cost-benefit analysis, economic analysis, economic dispatch model, economic feasibility analysis, jedi model, multi-criteria decision making matrix, scenarios, simulations, static computable general equilibrium model, survey, techno-economic analysis Hernández-Fontes et al. 2020 Robertson et al. 2020 DTOcean, REopt
Social, Economic cultural values

the core principles and ideals on which a community exists and relies upon. These can be linked to the physical landscape, social identity and beliefs, or knowledge and customs/history

case study, contingent valuation, ethnographic fieldwork, focus group, hedonic valuation models, interviews, participatory methodologies, Q study, social capital analysis, social media analysis, spatial analysis, stakeholder analysis, survey, theory of social structures, value mapping, vespa framework Chakraborty et al. 2020, Potts et al. 2016, Kazimierczuk et al. 2023 Loring and Hinzmann 2018, Beaty et al. 2024, Novaczek et al. 2011 (Un-named) Spatial decision support tools
Social demographics

the social characteristics and statistics of a community, including: age, race, ethnicity, gender, education, employment, etc.

analysis, census data, focus group, household survey, interviews, observations, policy and program analysis, workshop Devine-Wright 2011, Marine Scotland Science 2015 Karytsas and Theodoropoulou 2014 Alaska CDC/ATSDR Social Vulnerability Index, Community Subsistence Information System, My Tribal Area, National Aggregates of Geospatial Data Collection: Population, Landscape, And Climate Estimates (PLACE), US Census Data Bureau 2020 Population and Housing State Data
Social displacement

a situation in which people or traditional owners/users are forced to leave or feel excluded from a space where they have historically lived, visited, or operated within

case study, computable general equilibrium model, survey Campbell 2015, Xodus Group 2022 Cohen and Pettit 2019, Internal Displacement Monitoring Centre 2018, Kafas et al. 2018 Displacement Risk Indicators, DISPLACE Spatial Model
Economic economic feasibility

the degree to which the economic advantages of something to be made, done, or achieved are greater than the economic costs

analytical hierarchy process method, dynamic computable equilibrium model, economic feasibility/viability analysis, focus group, fully modified ordinary least square (fmols) regression model, industry research, input-output model, interviews, jedi model, life cycle assessment, natural capital evaluation framework, portfolio model, Q methodology, qualititative descriptive analysis, short-run granger causality tests, survey, techno-economic analysis EU Arcwind project, Filguiera-Vizoso et al. 2022, Pires et al. 2022, Castro-Santos and Filguiera-Vizoso 2019 (Un-named) TEA for Tidal Energy, DTOcean, HOMER Pro, REopt, RETScreen
Economic ecosystem services

the direct and indirect contributions of natural systems to human systems, including cultural, provisioning, regulating, and supporting services

case study, driver-activity-pressure-state-impact-response framework, ecosystem service assessments, GIS, interviews, natural capital evaluation framework, observations, participatory mapping, participatory methodologies, scenarios, survey, value mapping, vespa framework, workshop Buenau et al. 2025, Singh et al. 2020, Leslie and Palmer 2015 Trifonova et al. 2022, Reyers et al. 2013, Brown et al. 2014 NOAA's Critical Habitat Mapper, InVEST, InVEST Wave Energy Model component, Marine Mapping Tool
Social education

the level of formal schooling received by individuals in the community and the distribution of knowledge

census data, expert elicitation, indicator system, interviews, map tool, polls, Q methodology, survey, workshop Smith 1995 USDA Economic Research Service
Social, Economic emissions

the term used to describe the gases and particles which are put into the air by various anthropogenic sources, typically focusing on carbon dioxide

dynamic computable equilibrium model, input-output model, life cycle assessment, model, short-run granger causality tests, swot analysis Ewing-Thiel and Manarolla 2014 AirToxScreen, SCATTER, SLOPE Estimated Emissions
Economic employment

available jobs and work opportunities created by a project

census data data, economic impact analysis, economic model, indicator system, input-output model, interviews, microsimulation, Q methodology, social life cycle assessment, surveys, value chain analysis Marine Energy Wales 2019, Marine Energy Wales 2020, Quirapas and Taeihagh 2020, Marine Energy Wales 2021, Soukissian et al. 2023 US Bureau of Labor 2023 Community Subsistence Information System, My Tribal Area, Occupational Employment and Wage Statistics (OEWS) Program, USDA Economic Research Service
Economic energy demand or consumption

the amount of energy required or used over a specified time period

trend analysis, scenario modeling, load profile assessment, economic and demographic projections, meter data, historical load analysis Kazimierczuk et al. 2023 U.S. Energy Information API, State and Local Planning for Energy (SLOPE)
Economic energy security

the uninterrupted availability of energy at an affordable price

cost-benefit analysis, socioeconomic analysis, workshop Manasseh et al. 2017 Sovacool and Mukherjee 2011, Ralph and Hancock 2019 Assessment of Capabilities in Energy Security (ACES) Tool
Economic exports

resources, goods, and services that are produced domestically but sold abroad

case study, survey, workshop, computer general equilibrium model, interviews, comprehensive index Smart and Noonan 2018, Chandler 2024 Carneiro et al. 2016, Ralph and Hancock 2019
Social, Economic fisheries

commercial, subsistence / cultural, or recreational harvest of fish, shellfish, or other species from the sea

ecological-economic agent-based model, environmental impact assessment, existing data from fisheries management, fishing effort data analysis, interviews, participatory methodologies, Q methodology, spatial analysis, static computable general equilibrium model, survey, workshop Willis-Norton et al. 2024, Campbell 2015 Withouck et al. 2023, Qu et al. 2023, de Figueiredo Xavier et al. 2022, Munroe et al. 2022, Perry and Heyman 2020, Kleiber et al. 2018 Fishery Performance Indicators Tool, Global Fishing Watch, NOAA Community Social Vulnerability Indicators (US Gulf Coast)
Economic funding

money given by a government, organization, or other entity for an event or activity

case study, model, survey, techno-economic analysis, bibliometric analysis, social network study Marine Renewables Industry Association (MRIA) 2016, MacDougall 2016 Aleixandre-Tudo et al. 2019, Lam and Law 2018 EERE Exchange, EU Funding and Tenders Portal
Social gender

characteristics or behavioral aspects of women, men, or other gender identities that are socially constructed, including norms, behaviors, and roles, as well as relationships and dynamics within a community

bibliometric and cluster analysis, industry surveys Meyer et al. 2025 Pearl-Martinez and Stephens 2016, Bagdi et al. 2023, Johnson et al. 2020, IRENA 2019 GenderWave, WHO Gender Assessment Tool
Economic grid

aspects related to the existing electrical distribution system in a community and interconnection with broader regional systems

database, economic dispatch model, GIS Multi-Criteria Decision Analysis, survey Vrana et al. 2021 Cohen et al. 2022, Mendoza-Vizcaino et al. 2019, Amaro et al. 2022 REopt
Economic gross value added (GVA)

the amount generated by any unit engaged in the production of goods and services, used to measure the contribution made by an industry or sector and is calculated by the output minus consumption

case study, computable general equilibrium model, economic dispatch model, input-output model, scenarios, stochastic modeling, value chain analysis, workshop Marine Scotland Science 2015, University of Edinburgh 2021, Soukissian et al. 2023, Noble et al. 2025, Bianchi and Fernandez 2024 Schallenber-Rodriguez and Inchausti-Sintes 2021
Social health

the physical and mental wellness of individuals in a community

census data, indicator system, interviews, media content analysis, self-assessment, social amplification of risk framework, survey Soukissian et al. 2023 Knopper and Ollson 2011 AirToxScreen
Economic income

The payment people or organizations receive for providing labor, resources, or services

census data, comprehensive vulnerability framework, interviews, survey Soukissian et al. 2023 Occupational Employment and Wage Statistics (OEWS) Program, USDA Economic Research Service, https://www.census.gov/topics/income-poverty/income.html>US census data Bureau 2023 Income in the US</a>
Economic levelized cost of energy (LCOE)

summary metric that combines the primary technology cost and performance parameters: capital expenditures, operations expenditures, and capacity factor

case study, cost analysis, cost-benefit analysis, economic viability/feasibility analysis, fuzzy multi-criteria analysis, GIS, microgrid modeling, power system modeling, remote community optimization model, scenarios, simulation, techno-economic analysis Têtu and Chozas 2021 Filguiera-Vizoso et al. 2022 DTOcean, State and Local Planning for Energy (SLOPE) Platform, NREL System Advisor Model (SAM)
Economic livelihood

a means of making a living that encompasses individual or group capabilities, assets, income and activities required to secure the necessities of life

case study, econometric models, household survey, interviews, spatial-dpsir, survey Alexander et al. 2013 Andrews et al. 2021
Social navigation

aspects related to the movement of vessels in the ocean, navigable waterways, or around a marine energy project

big data, case study, environmental impact assessment, fuzzy comprehensive evaluation theory, GIS, navigation risk assessments, spatial model, survey, workshop Lee et al. 2025, Anatec 2010, McPherson 2015 Rawson et al. 2022, Mehdi et al. 2018 Kpler Marine Traffic, Dynamic Risk Assessment Method, U.S. Coast Guard AIS Vessel Traffic
Economic net present value (NPV)

a formula used to determine the current value of an investment, project, or business in the future incorporating discounting

cost-benefit analysis, economic analysis, economic feasibility analysis, swot analysis, techno-economic analysis Kim et al. 2012 Filguiera-Vizoso et al. 2022, Castro-Santos and Filguiera-Vizoso 2019 Economics of Energy Efficiency Calculator, NPV Calculator
Social participation

involvement of individuals or groups in any aspect of a project

analysis of public dialogue, case study, focus group, interviews, modular participatory processes, observations, semi-systematic narrative meta-synthesis, social life cycle assessment, survey, vespa framework, workshop Yates 2018, Reilly et al. 2016 Park et al. 2022, Klain et al. 2015, IRENA 2021
Economic payback period

the number of years required to recover the original cash investment

cost-benefit analysis, economic feasibility analysis, techno-economic analysis Singhapurage 2024, Walker and Howell 2011 Filguiera-Vizoso et al. 2022 Omni Calculator
Social perceptions

a belief or opinion, held by individuals or groups about how things seem

case study, census data, cluster analysis, expert elicitation, fisheries management toolbox, focus group, integrated model of behavioral prediction, interviews, participant observations, participatory methodologies, pestel analysis, procedural analysis, public meeting, scenario planning, stakeholder analysis, survey Scottish Government 2022, Petrova et al. 2016, Glasson et al. 2022 (Un-named) Interdisciplinary framework
Social place attachment

the emotional bond between person and place

interviews, participatory methodologies, perception studies, survey Devine-Wright 2011, Jenkins et al. 2018, DeSanti 2020 Thomas et al. 2022
Social, Economic policies and governance

formal or informal structures of leadership and the ideas or plans used for decision-making in development of projects

case study, expert elicitation, interviews, msp, policy analysis, review of legislation, strategic environmental assessment, survey, workshop Guerra 2018, Wright et al. 2018, O'Hagan and Lewis 2011 Lynn et al. 2000, Fischer and Miller 2017, Patton and Sawicki 2013 Marine Energy Toolkit, Renewable Energy Permitting Wizard
Social, Economic resilience

the capacity to tolerate, absorb, cope with, and adjust to changing social, economic or environmental conditions while retaining key elements of structure, function, and identity

case study, focus group, GIS, interviews, participant observation, participatory methodologies, scenarios, social vulnerability mapping, survey Quirapas and Taeihagh 2020, Kazimierczuk et al. 2023 Silver et al. 2019, Sterling et al. 2017 FEMA Resiliency Analysis and Planning Tool, State Energy Resilience, Technical Resilience Navigator
Social risk

a measure of the extent to which someone or a community is threatened by a potential circumstance or event, and includes i) the severity of adverse impacts if the event occurs, and ii) the likelihood of occurrence

case study, PESTEL analysis, risk analysis, cost-benefit analysis, focus group, interviews, survey Kazimierczuk et al. 2023, Cordoves-Sánchez and Vallejos-Romero 2019, Dubbs et al. 2013 Van Hoof et al. 2020 Ready.gov Risk Assessment Tool
Social safety

being protected from harm or danger or the precautions taken to avoid harm to individuals or a community

big data, GIS, indicator system, interviews, social impact assessment Maritime Maritime and Coastguard Agency 2004, Ocean Renewable Power Company 2018 Shiau and Chuen-Yu 2016
Social social license

refers to the perceptions of local stakeholders that a project, a company, or an industry that operates in a given area or region is socially acceptable or legitimate

case study, discrete choice survey, focus group, interviews, participatory methodologies, social impact assessment, stakeholder analysis, survey Hunter et al. 2024 Bossi et al. 2024
Social spatial aspects

This term contains aspects of marine spatial planning, co-users of ocean space, topography, distribution of resources and people across a landscape, and all other spatially represented information. Note that this term is not a metric itself, but rather a categorization of types various types of data.

case study, ecospace model, GIS, marine spatial plan, participatory mapping, participatory methodologies, spatially continuous resource economic analysis model, visual impact assessment quantitative indicators, workshop Marine Scotland Science 2015, Soukissian et al. 2023 (Un-named) GIS multi-criteria decision analysis, (Un-named) Interdisciplinary framework, (Un-named) Spatial decision support tools, Critical Habitat Mapper, InVEST Wave Energy Model component, Marine Cadastre National Viewer, Marine Energy Atlas, Marine Energy Toolkit, National Aggregates of Geospatial Data Collection (NAGDC), Renewable EnerGIS, Renewable Energy Data Explorer, Selkie MRE Technoeconomic GIS, SMILE Spatial Microsimulation, Tribal Energy Atlas, WavEC Oasis, Critical Habitat Mapper
Economic supply chain

sequence of processes involved in the production and distribution of a commodity

case study, deployment scenarios, survey, value chain analysis University of Edinburgh 2021, Marine Energy Wales 2021 Magagna et al. 2017
Economic tourism impacts

a broad concept encapsulating the direct, indirect, and induced effects of projects on existing tourism or recreational opportunities

combined travel cost-contingent survey, crowd-sourced photographs, environmental impact assessment, focus group, GIS, interviews, media content analysis, mixed logit model, participant observations, participatory methodologies, preference surveys, principle component analysis, recreation model, regression model, semi-systematic narrative meta-synthesis, short-run granger causality tests, stakeholder analysis, stated preference study, survey, tourism and recreation impact assessment, vacation rental data, value mapping, workshop Marine Energy Wales 2020, Voke et al. 2013 Machado and de Andres 2023, Sessions et al. 2016, Unhasuta et al. 2021, Kalvet et al. 2020, Canteiro et al. 2018
Social trust

the degree to which a community or individuals perceive governance structures, authorities, organizations or processes to be fair, reliable, and in their best interests

case study, interviews, observations, Q methodology, social capital analysis, survey Simas et al. 2012 Firestone et al. 2020
Social vision

comprises the community values, wishes, fears and desires for the future.

guide, Q study, workbook, interviews Loring and Hinzmann 2018, Haffner and Vriesendorp 2016
Social, Economic vulnerability

the susceptibility of an individual, a community, assets, or system to the impacts of hazards due to the conditions determined by physical, social, economic, and environmental factors or processes

ai chatbot, case study, composite index of key pressures, comprehensive vulnerability framework, computable general equilibrium model, focus group, GIS, indicator-based vulnerability assessment framework, interviews, loop analysis, observations, participatory methodologies, Q methodology, scenarios, semi-structured interviews, social capital analysis, spatial-dpsir, stakeholder analysis, survey, vulnerability index Heleno et al. 2022, Tull et al. 2016 CDC/ATSDR Social Vulnerability Index, FEMA Resiliency Analysis and Planning Tool, State and Local Planning for Energy (SLOPE) Platform
Social, Economic well-being

Social: an end state in which basic human needs safety, health, happiness) are met and people are able to coexist peacefully in communities with opportunities for advancement.

Economic: having ones most basic survival needs met and sustainable income and assets so to prosper

analysis, case study, community wellbeing framework, decision support tool: community vibrancy dashboard, focus group, indicator development, interviews, media content analysis, participant observations, participatory methodologies, Q methodology, survey, workshop Jenkins and Beaver 2025, Soukissian et al. 2023 Hattam et al. 2015, Thomas et al. 2022, Szymkowiak et al. 2021, Gollan and Barclay 2020

Additional sources of information on the toolkit and process of development are available below.

If there are any updates you'd like to suggest or remaining questions, please reach out to deborah.rose@pnnl.gov or tethys@pnnl.gov.