RTF 2015 Mid-Year Progress Report and 2016 Work Plan

Jennifer AnzianoRegional Technical Forum

July 21, 2015

2

Overview

Today’s Goal: Understand how the RTF is progressing against its workplan to refocus the remainder of the year (as needed) to meet the goals set.

Current Status of 2015 Workplan

$0

$100,000

$200,000

$300,000

$400,000

$500,000

$600,000

Contract Budget Snapshot (through May 2015)Allocated through WorkPlan 2015 Committed to Contracts 2015 Spent in 2015

2015

Bu

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t D

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rs

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Remaining Funds to Allocate

Approved 2015 Allocated in Contracts$0

$200,000

$400,000

$600,000

$800,000

$1,000,000

$1,200,000

$1,400,000

$1,600,000

$1,800,000

$159,374.01 Remaining to AllocateExisting Measure Review & UpdatesNew Measure Development & Review of Unsolicited ProposalsStandardization of Technical AnalysisTool DevelopmentResearch Projects & Data De-velopmentRegional CoordinationWebsite, Database support, Conservation Tracking RTF Member Support & Adminis-trationRTF Management

5

Contract Spend through May 2015

Contract Percent Spent

Contract Analysts 44%

Member Support 40%

QA/QC 9%

Guidelines 6%

Other 32%

Spending should be around 42% through May

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How are Allocations and Spending Stacking UP?

Allocations compared to Budget:• Small/Rural: $30,000 in funding to support development of

small/rural measures, but no projects identified yet• Contract Analyst: Budget to support additional contract analyst• RCP: Collection of more granular data requires a bigger portion

of the budget than initially planned

Low Spend Areas to Date:• Guidelines Support: expect this to pick up• QA/QC: This is a big impact… more on this!

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Existing Measure Reviews

• RTF is way behind on UES measure updates– 21 measures still to sunset this year

• Workplan assumed we would not address all outstanding standard protocols this year, but:– Addressed SIS (much of the groundwork was done in 2014)

– Deactivated Industrial Motor Pump VFD

– Still have several standard protocols outstanding: CVR/VO (maybe today), Residential Behavior, VFD – Dairy Milking Machine, Compressed Air

In Budget Completed by June

UES Measures 28 7

Standard Protocols 4 2

8

New Measure DevelopmentIn Budget Completed by June

Small Rural 2 0

New UES 10 3

New Standard Protocols 5 0

• Items in progress/on radar:– Small/Rural: n/a– UES: Low-e Storm Windows; Thermostatic Restriction Valve– Standard Protocols: New Homes, Non-Res Lighting Code

Compliant

• Other potential measures raised, but not yet defined:– UES: Duct insulation, prescriptive air sealing, LED fixtures, DHP

for multifamily– Standard Protocols: Advanced RTU controllers

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Making Progress Outside of Measures

• Research Approach– Resource investment to think through and develop an improved research

approach

– Expect this will pay off in the long term

– Developing broader connections n the research space

• SEEM Calibration – Improves savings estimates for several measures

• Delivery Verification– Developing delivery verification for all UES measures to be in compliance with

guidelines

– Have attached first set, and will work through remainder by year end

• ProCost v3

• Guidelines Updates (initiated)

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Let’s Talk Bottlenecks…

• CAT resources– Early resource focused on 7th Plan support

– SEEM calibration has been a big lift

– Extending sunset dates ties up resources

• RTF meeting time– Not sticking to agendas delays otherwise

ready material

– Only so many measures fit on the agenda

• Other factors– Process improvements take time

– Waiting for data can push back analysis

– Revisiting measures to support stakeholders

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Queue for Remainder of Year

• Address UES measures set to sunset– 7 in August, 1 in September, 5 in November, and 8 in December

• Standard Protocols– Address CVR/VO

– Begin working through remainder, starting with Residential Behavior

• Continue to support new measure development

• Finalize ProCost 3 and roll out in measure workbooks

• Wrap up delivery verification guidance for UES measures

• Update Guidelines

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What Do Resources Look Like for Remainder of the Year?

• Things look to be in decent shape:– Getting a strong addition to the contract analyst team will be critical

– Likely sufficient resources to move through the existing (and many new) UES measures

– Not likely to make as much progress on standard protocols as planned, but will make good progress

• Need to be conscious of potential bottlenecks:– RTF meeting time may become to be a bottleneck, but will work to

manage across meeting dates

– Being mindful to balance resources (staff, member, meeting, etc) across measures, while being thoughtful of prioritization and consistency

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Taking Another Look at the Data

• Q: When does it make sense to “kick the can” to the next meeting and dive deeper in the analysis or call it “good enough”?

• A: When we know the outstanding questions are answerable, the additional resources spent will improve our answer, and we are balancing that with other priorities

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July through December Requests

• Interested in new measures? Let us know ASAP– It’s helpful to have clear measure definitions and

stakeholder support in gathering data

• Ops Committee will be informed of how funds get re-allocated if not used for specified work plan items

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2016 Work Plan

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Workplan Development Timeline• July 21, 2015: Draft work plan released for stakeholder comment

• August 13, 2015: Stakeholder comment period closes

• August 14, 2015: Post comments and proposed final workplan

• August 18, 2015: RTF review for adoption and recommendation to Council

• August 27: RTF PAC review for recommendation to Council

• September 23*: RTF workplan submitted to Council

• October 13-14: Council consideration of workplan for approval* Packet day is technically October 6, but this date is the working deadline to account for staff schedules

Draft 2016 Work PlanProposed 2016

CategoryContract RFP

2016

RTF Contract Analyst Team

2016RTF Manager

2016

Subtotal Funders

2016

Council In-Kind

Contribution 2016 % of total

Existing Measure Review & Updates $77,000 $445,000 $0 $522,000 $8,400 31%

New Measure Development & Review of Unsolicited Proposals $58,000 $215,000 $0 $273,000 $2,400 16%

Standardization of Technical Analysis $20,000 $205,000 $0 $225,000 $500 14%

Tool Development $7,500 $60,000 $0 $67,500 $7,000 4%

Research Projects & Data Development $0 $0 $0 $0 $0 0%

Regional Coordination $0 $130,000 $0 $130,000 $9,000 8%

Website, Database support, Conservation Tracking $60,000 $20,000 $0 $80,000 $18,000 5%

RTF Member Support & Administration $157,200 $65,000 $0 $222,200 $25,000 13%

RTF Management $8,300 $0 $135,000 $143,300 $77,500 9%

Subtotal New Work $388,000 $1,140,000 $135,000 $1,663,000 $147,800 100%

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2016 Compared to 2015(not including Council in-kind)

Approved 2015 Proposed 2016$0

$200,000

$400,000

$600,000

$800,000

$1,000,000

$1,200,000

$1,400,000

$1,600,000

$1,800,000

Existing Measure Review & Updates

New Measure Development & Review of Unsolicited Proposals

Standardization of Technical Analysis

Tool Development

Research Projects & Data Devel-opment

Regional Coordination

Website, Database support, Con-servation Tracking

RTF Member Support & Administra-tion

RTF Management

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Contract RFP Allocation

2015 2016$0

$50,000

$100,000

$150,000

$200,000

$250,000

$300,000

$350,000

$400,000

$450,000

Existing Measure Review & UpdatesNew Measure Development & Review of Unsolicited ProposalsStandardization of Technical AnalysisTool DevelopmentResearch Projects & Data De-velopmentRegional CoordinationWebsite, Database support, Conservation Tracking RTF Member Support & Adminis-trationRTF Management

20

Contract Analyst Allocation

2015 2016$0

$200,000

$400,000

$600,000

$800,000

$1,000,000

$1,200,000

$1,400,000

Existing Measure Review & UpdatesNew Measure Development & Review of Unsolicited ProposalsStandardization of Technical AnalysisTool DevelopmentResearch Projects & Data De-velopmentRegional CoordinationWebsite, Database support, Conservation Tracking RTF Member Support & Adminis-trationRTF Management

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Seeking Stakeholder Comment

• Send comments/questions to RTF Manager– Comments will be posted on webpage under 2016

Draft Work Plan– Specifically interested in potential new measure

proposals • Will finalize work plan based on comments

and present to the RTF in August