1. Slide 1 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N PTR System Long-Term Strategy Regional Technical Forum September 15, 2009 Rasa Keanini

2. Slide 2 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Agenda Background Assessment  Approach  Key stakeholders  Requirements gathering  System Assessment  Key drivers for change  Alternatives analysis Next Steps Roles and Responsibilities Questions

3. Slide 3 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Background November 2008, BPA hired CGI to assess current PTR and suggest long-term strategy  Options and associated pros/cons were examined to help reach an informed decision about future direction  Requirements documented in the “Business Functional Requirements” documentBusiness Functional Requirements  Five R methodology was applied in this engagement, results are presented in the “Alternative Analysis” reportAlternative Analysis Decision on future direction needed  Alternatives analysis report to be used as the basis for the decision  Regional agreement on direction needed

4. Slide 4 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Assessment Approach High Level Requirements –Interviews with users, operators, administrators –Current system capabilities analyzed –Requirements recorded encompassing both current and future needs Options Analysis –Identify key drivers for change (through analysis and interviews) –Use CGI methodology to identify and assess available alternatives

5. Slide 5 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Key Stakeholders BPA Admin Internal BPA Council/Regional BPA Customers/3 rd Parties PTR BPA COTR BPA Engineerin g NW Council Admin BPA Programs Group BPA Power Customers BPA EER/AE BPA Reporting IOUs/ETO Program Contractors Other Regional Stakeholder s (State Agencies, Consultants, Guests) Pooling Groups BPA Mgmt Utility Tracking System EE Database Utility Guests NEEA

6. Slide 6 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Requirements Gathering Conducted Interview Sessions with: –Internal BPA groups -- Management, Engineering, Programs, EERs & AEs, COTRs, System Admin, Energy Efficiency Database/Reporting –External Groups -- RTF/Council, Synergy, CTED –Utilities -- Benton PUD, Big Bend Electric, City of Port Angeles, Clark PUD, Cowlitz, County PUD, Ellensburg City Light, EWEB, Flathead Electric, Grant County PUD, Idaho Falls Power, Inland Power & Light, Kootenai Electric, McMinnville Water & Light, Modern Electric, Okanogan County PUD, PNGC Power, Seattle City Light, Snohomish County PUD, Tacoma Power

7. Slide 7 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Current System Overview

8. Slide 8 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Technology System Lifecycle EmergingCurrentTwilightObsolete Time Architecture Attractiveness PTR Sweet Spot PTR is entering the obsolete stage

9. Slide 9 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Key Drivers for Change Address Technology Obsolescence Enhance Technical Capabilities  Workflow  Reporting  Document Management Improve System Flexibility  Technical Flexibility  Business Requirements  Changes in contracts and regulations Automation Improve System Usability Reduce Long Term Cost and Risk

10. Slide 10 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Summary of Alternatives RetainReplaceRenovateRewrite What it means “Do Nothing”COTSLeverage existing assets Extend life of existing application Start from scratch Keep existing system in interim Pros Low initial cost Low risk in near term Immediately available Don’t have to reinvent the wheel Deliver improvements faster Easier to manage risks Ability to meet all requirements Able to build as user-friendly Cons Does not address key drivers Viable for very short term Product limitations Potentially higher cost May not meet all requirements Inherent limitation and less efficient Have two systems for a time Less than ideal time to market

11. Slide 11 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Alternative Analysis Scoring Summary

12. Slide 12 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Next Steps We are here

13. Slide 13 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Proposed Role of RTF Subcommittee Review and finalize Request for Proposals (RFP) and Statement of Work (SOW) Establish evaluation team Evaluation team will review and score proposals Recommend to the Council the vendor that should be awarded the contract Other tasks?

14. Slide 14 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Who Does What By When Sept 2009RTF Subcommittee formed Oct/Nov 2009RTF Subcommittee reviews and finalizes RFP Late 2009 Competitive solicitation for vendor to develop and implement rewrite of PTR Convene PTR Stakeholder Advisory Group (SAG) Feb/Mar 2010 Select winning proposal, contract with vendor Mid/Late 2010 Review high level functional requirements and develop detailed requirements and design Late 2010 Vendor develops system, conducts initial testing Mid 2011 System complete, begin transition and user training Sept 2011Transition complete, revised PTR in place

15. Slide 15 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Contacts and Other Information For questions/comments regarding the PTR Long- Term Strategy please contact Rasa Keanini rkeanini@bpa.gov (503) 230-3063 Learn more about the PTR and get the reports: http://www.bpa.gov/Energy/N/PTR.cfm http://www.bpa.gov/Energy/N/PTR.cfm

16. Slide 16 B O N N E V I L L E P O W E R A D M I N I S T R A T I O N Questions? QUESTIONS?