Proposed 2015 Work Plan and 3 Year Look

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Proposed 2015 Work Plan and 3 Year Look Back September 18, 2014

Proposed 2015 Work Plan and 3 Year Look Back September 18, 2014

Work Plan Development Process RTF 2015 work plan Process Develop draft work plan and

Work Plan Development Process RTF 2015 work plan Process Develop draft work plan and present to Operations subcommittee Incorporate Operations subcommittee feedback and present draft work plan to RTF Solicit comments on draft work plan from RTF members, the public, and Council (Council directs PAC to review) Receive comments on draft work plan from RTF and public Post comments and proposed final work plan to October RTF agenda Present final proposed work plan to RTF and develop recommendations RTF PAC meeting to review draft work plan and send recommendations to Council Send recommendations from RTF to Council (in Council packet) Present work plan to Council for approval Date Tuesday, July 29, 2014 Tuesday, August 12, 2014 Wednesday, August 13, 2014 Monday, September 8, 2014 Tuesday, September 9, 2014 Tuesday, September 16, 2014 Thursday, September 18, 2014 Tuesday, September 29, 2014 October 7 -8, 2014 2

Overarching Theme • Add a Contract Analyst to focus on research and evaluation •

Overarching Theme • Add a Contract Analyst to focus on research and evaluation • Most UES measures are now in compliance with guidelines; will shift focus to standard protocols • Greater emphasis on measure updates and reviews and regional coordination • 3 rd party QA/QC review lending credibility and transparency; plan to continue 3

Proposed 2015 Work Plan Category Contract RTF RFP Analyst Manager 2015 Team 2015 Council

Proposed 2015 Work Plan Category Contract RTF RFP Analyst Manager 2015 Team 2015 Council In. Kind Subtotal Funders Contribution 2015 % of total Existing Measure Review & Updates $112, 500 $428, 000 $0 $540, 500 $9, 600 33% New Measure Development & Review of Unsolicited Proposals $90, 000 $310, 000 $0 $400, 000 $5, 100 24% Standardization of Technical Analysis $25, 000 $84, 000 $0 $109, 000 $900 7% Tool Development $10, 500 $80, 000 $0 $90, 500 $15, 000 6% $0 $40, 000 $20, 000 2% Regional Coordination $12, 500 $125, 000 $0 $137, 500 $4, 000 8% Website, Database support, Conservation Tracking $20, 000 $0 $40, 000 $55, 000 2% RTF Member Support & Administration $146, 800 $0 $0 $146, 800 $5, 000 9% $8, 300 $0 $125, 000 $133, 300 $87, 000 8% $425, 600 $1, 087, 000 $125, 000 $1, 637, 600 $201, 600 100% Research Projects & Data Development RTF Management Subtotal New Work 4

Changes from 2014 Increased Emphasis On: • UES Measures: Focus will be on those

Changes from 2014 Increased Emphasis On: • UES Measures: Focus will be on those slated to sunset (24 measures) – Dedicating resource to updating and standardizing work products • Compliance with Guidelines: Shift focus to standard protocols • Regional Coordination: Increased emphasis with addition of research and evaluation focused Contract Analyst Reduced Emphasis On: • Tool Development: Only 6% of budget (was 13% in 2014) – More Contract Analyst time on Pro. Cost – Expect SEEM calibration for existing homes to be complete • Data Development: Only 2% of budget (was 8% in 2014) – HVAC interaction factors large portion 2014 budget, plan to contract the work in 2014 5

Comments Received • Decreased # of Standard Protocols – Based on BPA comment, balance

Comments Received • Decreased # of Standard Protocols – Based on BPA comment, balance of assumptions between SIS taking relatively less time in 2015 and one protocol potentially falling off the list • Increased Review of New UES Measures and Standard Protocols – Based on comment from BPA regarding their plan to bring several UES measures to the RTF next year – Based on comment from Snohomish regarding a need for greater emphasis on identifying emerging opportunities • Small Increase to Contract Analyst Time for SEEM – Staff time increased to address additional time in SEEM; although assumption is remains that SEEM calibration will be completed in 2014 for existing homes (+$5, 000) 6

Other Comments Received (Not seen as immediate budget impacts) • Annual Regional Conservation Tracking

Other Comments Received (Not seen as immediate budget impacts) • Annual Regional Conservation Tracking Report – BPA proposed the RTF consider taking on a more detailed data collection (ex: 6 Going on 7). This is too late to factor into this year’s work plan, but is something we can scope out and raise to the RTF PAC to test their interest in funding this work. • Regional Coordination – Proposed increased in efforts to keep regional conservation leadership appraised of work of the RTF, specially on those items material to conservation planning and implementation. • Analysis Process – Increased focus on technical discussion in advance of RTF Meetings (with subcommittees or other volunteers) to streamline discussion at meetings.

3 -year Look Back at Allocation 2013 Breakdown 26% 2014 Breakdown 20% 28% 50%

3 -year Look Back at Allocation 2013 Breakdown 26% 2014 Breakdown 20% 28% 50% 52% 2015 Breakdown 16% 64% 22% Technical Analysis Tool Development, Research, Regional Coordination Administration Relative increase in Technical Analysis in 2015 due to number of measure updates relative to less tool and data development 8

RTF Budgets – Contract RFP Allocation $700, 000 Existing Measure Review & Updates $600,

RTF Budgets – Contract RFP Allocation $700, 000 Existing Measure Review & Updates $600, 000 $500, 000 $400, 000 New Measure Development & Review of Unsolicited Proposals Standardization of Technical Analysis Tool Development Research Projects & Data Development $300, 000 Regional Coordination $200, 000 Website, Database support, Conservation Tracking $100, 000 RTF Member Support & Administration $0 RTF Management 9

RTF Budgets – Contract Analyst Allocation $1, 400, 000 Existing Measure Review & Updates

RTF Budgets – Contract Analyst Allocation $1, 400, 000 Existing Measure Review & Updates $1, 200, 000 $1, 000 $800, 000 New Measure Development & Review of Unsolicited Proposals Standardization of Technical Analysis Tool Development Research Projects & Data Development $600, 000 Regional Coordination $400, 000 Website, Database support, Conservation Tracking $200, 000 RTF Member Support & Administration $0 RTF Management 10

2013 -2015 RTF Budgets $1, 800, 000 $1, 600, 000 Existing Measure Review &

2013 -2015 RTF Budgets $1, 800, 000 $1, 600, 000 Existing Measure Review & Updates $1, 400, 000 $1, 200, 000 New Measure Development & Review of Unsolicited Proposals Standardization of Technical Analysis $1, 000 Tool Development Research Projects & Data Development Regional Coordination $800, 000 $600, 000 Website, Database support, Conservation Tracking RTF Member Support & Administration RTF Management $400, 000 $200, 000 $0 Approved 2013 Approved 2014 Proposed 2015 11

2013 -2015 RTF Budgets $1, 800, 000 Increase due to number of measures to

2013 -2015 RTF Budgets $1, 800, 000 Increase due to number of measures to sunset and increased staff effort $1, 600, 000 Existing Measure Review & Updates $1, 400, 000 $1, 200, 000 New Measure Development & Review of Unsolicited Proposals Standardization of Technical Analysis $1, 000 Tool Development Research Projects & Data Development Regional Coordination $800, 000 $600, 000 Website, Database support, Conservation Tracking RTF Member Support & Administration RTF Management $400, 000 $200, 000 $0 Approved 2013 Approved 2014 Proposed 2015 12

2013 -2015 RTF Budgets $1, 800, 000 Increase for new measures and standard protocols

2013 -2015 RTF Budgets $1, 800, 000 Increase for new measures and standard protocols expected $1, 600, 000 Existing Measure Review & Updates $1, 400, 000 $1, 200, 000 New Measure Development & Review of Unsolicited Proposals Standardization of Technical Analysis $1, 000 Tool Development Research Projects & Data Development Regional Coordination $800, 000 $600, 000 Website, Database support, Conservation Tracking RTF Member Support & Administration RTF Management $400, 000 $200, 000 $0 Approved 2013 Approved 2014 Proposed 2015 13

2013 -2015 RTF Budgets $1, 800, 000 Increased for Updating and Standardizing Work Products

2013 -2015 RTF Budgets $1, 800, 000 Increased for Updating and Standardizing Work Products $1, 600, 000 Existing Measure Review & Updates $1, 400, 000 $1, 200, 000 New Measure Development & Review of Unsolicited Proposals Standardization of Technical Analysis $1, 000 Tool Development Research Projects & Data Development Regional Coordination $800, 000 $600, 000 Website, Database support, Conservation Tracking RTF Member Support & Administration RTF Management $400, 000 $200, 000 $0 Approved 2013 Approved 2014 Proposed 2015 14

2013 -2015 RTF Budgets $1, 800, 000 Decreased with SEEM calibration wrapping up $1,

2013 -2015 RTF Budgets $1, 800, 000 Decreased with SEEM calibration wrapping up $1, 600, 000 Existing Measure Review & Updates $1, 400, 000 $1, 200, 000 New Measure Development & Review of Unsolicited Proposals Standardization of Technical Analysis $1, 000 Tool Development Research Projects & Data Development Regional Coordination $800, 000 $600, 000 Website, Database support, Conservation Tracking RTF Member Support & Administration RTF Management $400, 000 $200, 000 $0 Approved 2013 Approved 2014 Proposed 2015 15

2013 -2015 RTF Budgets $1, 800, 000 Decreased due to identified projects completed in

2013 -2015 RTF Budgets $1, 800, 000 Decreased due to identified projects completed in prior years $1, 600, 000 Existing Measure Review & Updates $1, 400, 000 $1, 200, 000 New Measure Development & Review of Unsolicited Proposals Standardization of Technical Analysis $1, 000 Tool Development Research Projects & Data Development Regional Coordination $800, 000 $600, 000 Website, Database support, Conservation Tracking RTF Member Support & Administration RTF Management $400, 000 $200, 000 $0 Approved 2013 Approved 2014 Proposed 2015 16

2013 -2015 RTF Budgets $1, 800, 000 Increased to Support Additional Contract Analyst $1,

2013 -2015 RTF Budgets $1, 800, 000 Increased to Support Additional Contract Analyst $1, 600, 000 Existing Measure Review & Updates $1, 400, 000 $1, 200, 000 New Measure Development & Review of Unsolicited Proposals Standardization of Technical Analysis $1, 000 Tool Development Research Projects & Data Development Regional Coordination $800, 000 $600, 000 Website, Database support, Conservation Tracking RTF Member Support & Administration RTF Management $400, 000 $200, 000 $0 Approved 2013 Approved 2014 Proposed 2015 17

Council Impact • Continue to shift technical and management work to RTF Manager and

Council Impact • Continue to shift technical and management work to RTF Manager and Contract Analyst – Reliance on Contract Analyst Team for analysis and implementation – Transitioned more accounting and contracts development to RTF Manager – In-kind Contribution around $200, 000 and 1. 1 FTE • Previously around $275, 000 and 1. 7 FTE • Still rely on Council for: – – Technical and management guidance (Tom and Charlie) IT assistance, database, website development & hosting Administration of meeting space & setup Legal (charter, by-laws, contract review) 18

High Level Staff Observations Majority of budget allocated to in-house contract staff • Cohesive

High Level Staff Observations Majority of budget allocated to in-house contract staff • Cohesive team with valuable intra-team reviews • Consistency is valuable for longer term projects (ex: SEEM calibration) • QC review of work products continues to enhance documentation and accuracy Plan to conduct another RTF Member survey to get feedback and help with next round of analyst selection 19

Funding Allocation Organization Proposed Allocation Agreed to Allocation (May 2014) Share of Budget (rounded)

Funding Allocation Organization Proposed Allocation Agreed to Allocation (May 2014) Share of Budget (rounded) Proposed Change As of May Bonneville Power Administration 36. 04% 36. 03% $ 607, 800 $ 607, 700 $ 100 Energy Trust of Oregon 20. 15% 20. 21% $ 339, 700 $ 340, 900 $ (1, 200) Puget Sound Energy 14. 14% 14. 17% $ 238, 400 $ 239, 000 $ (600) Idaho Power Company 8. 97% 9. 00% $ 151, 200 $ 151, 800 $ (600) Avista Corporation, Inc 5. 74% 5. 76% $ 96, 800 $ 97, 200 $ (400) Pacifi. Corp (Washington) 2. 54% 2. 55% $ 42, 900 $ 43, 000 $ (100) Northwestern Energy Seattle City Light PUD No 1 of Clark County Tacoma Power 4. 04% 3. 66% 1. 31% 1. 10% 4. 04% 3. 65% 1. 31% 1. 09% 35, 700 61, 600 22, 200 18, 500 35, 700 61, 600 22, 100 18, 400 $ $ 100 Snohomish County PUD 0. 65% 0. 51% $ 11, 000 $ 8, 600 $ 2, 400 Eugene Water and Electric 0. 32% 0. 31% $ 5, 300 $ 5, 200 $ 100 PUD No 1 of Cowlitz County 0. 38% $ 6, 500 $ 6, 400 $ 100 99. 03% 99. 01% $ Total $ $ $ $ 1, 637, 600 $ 20

Contact For more information, contact: Jennifer Anziano Northwest Power and Conservation Council 851 SW

Contact For more information, contact: Jennifer Anziano Northwest Power and Conservation Council 851 SW 6 th Ave Suite 1100 Portland, OR 97204 [email protected] org 503 -222 -5161 21