1. RTF 2015 Mid-Year Progress Report and 2016 Work Plan Jennifer Anziano Regional 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. 2

3. Current Status of 2015 Workplan 3

4. Remaining Funds to Allocate 4

5. Contract Spend through May 2015 ContractPercent Spent Contract Analysts44% Member Support40% QA/QC9% Guidelines6% Other32% 5 Spending should be around 42% through May

6. 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! 6

7. 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 7 In BudgetCompleted by June UES Measures287 Standard Protocols42

8. New Measure Development In BudgetCompleted by June Small Rural20 New UES103 New Standard Protocols50 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 8

9. 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) 9

10. Let’s Talk Bottlenecks… CAT resources – Early resource focused on 7 th 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 10

11. 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 11

12. 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 12

13. 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 13

14. 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 14

15. 2016 Work Plan 15

16. Workplan Development Timeline July 21, 2015: Draft work plan released for stakeholder commentDraft work plan 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 16

17. Draft 2016 Work Plan 17 Proposed 2016 Category Contract RFP 2016 RTF Contract Analyst Team 2016 RTF Manager 2016 Subtotal Funders 2016 Council In- Kind Contribution 2016% of total Existing Measure Review & Updates$77,000$445,000$0$522,000$8,40031% New Measure Development & Review of Unsolicited Proposals $58,000$215,000$0$273,000$2,40016% Standardization of Technical Analysis$20,000$205,000$0$225,000$50014% Tool Development$7,500$60,000$0$67,500$7,0004% Research Projects & Data Development$0 0% Regional Coordination$0$130,000$0$130,000$9,0008% Website, Database support, Conservation Tracking$60,000$20,000$0$80,000$18,0005% RTF Member Support & Administration$157,200$65,000$0$222,200$25,00013% RTF Management$8,300$0$135,000$143,300$77,5009% Subtotal New Work$388,000$1,140,000$135,000$1,663,000$147,800100%

18. 2016 Compared to 2015 (not including Council in-kind) 18

19. Contract RFP Allocation 19

20. Contract Analyst Allocation 20

21. 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 21