1. RTF – GUIDELINES FOR DEVELOPMENT FOR UES MEASURE LIFE Project Discussion with RTF Skumatz Economic Research Associates, Inc. (SERA) The Cadmus Group

2. SERA AGENDA  11:00 Introductions  11:10 Review of the Scope of Work  11:20 Webinar on the character of measure life and persistence determination practice  11:50 Review of UES Measure Development Guidelines and relationship for Measure Life Guidelines  12:10 Subcommittee discussion of expectations and considerations SERA and Cadmus Group

3. SERA PROJECT TEAM  Skumatz Economic Research Associates (SERA) Lisa Skumatz and Juri Freeman & analyst support Role: Subcommittee management; Review of documents, values, and gaps for measures, sectors; Hierarchy and methods analysis ; Guidelines / checklist development, project management  The Cadmus Group Sami Khawaja, Tina Jayaweera, Josh Rushton & analyst support Role: Review of documents, values and gaps for measures, sectors; Hierarchy / guidelines development SERA and Cadmus Group

4. SERA SCOPE / RESEARCH  1: Kickoff / management of RTF subcommittee Review existing RTF reports (content & style / expectations) Review RTF subcommittee membership / gaps Kickoff – agenda, schedule, working meeting  Measures of interest, RUL/TDF, issues, directions, communic’n…  Mini-seminar on EL in region/ national On-going mgmt of committee – Skumatz / Freeman  Assumed 4 in-person or phone meetings (incl. k/o). Need to discuss revised schedule with start date change.  Meeting 2: technical progress / discuss problems & solutions  Meeting 3: technical task finishing; Meeting 4: walk-through to prepare for report  Prepare agendas, slide decks, decision documents; reviewed / revised by PM. SERA and Cadmus Group

5. SERA SCOPE / RESEARCH  2: Develop guidelines for Measure Lifetimes  Literature review Broad plus focus on gaps in RTF tables (matches with broader gaps); measures (plug, shell, cooking), sectors (e.g. ag, industrial, mf). Candidates, and review derivation / reliability / issues  ID / Establish hierarchy of sources ST/LT, climate, program, participants, etc.; assess gaps  Guidelines Develop checklist of needs, methods for reliable, tailored EUL Document state of art and recommended protocols  Sources, data reqmts, sampling, modeling, context, etc.  Template document SERA and Cadmus Group

6. SERA SCOPE / RESEARCH  3: Reports & Presentations Walk-through of results (and revised outline) 1 st Draft report / edits / final report  Discussion of RTF format Presentations Delivery of report, files electronic format SERA and Cadmus Group

7. SERA BUDGET SERA and Cadmus Group

8. SERA TIMELINE ISSUES DeliverableOriginal DateRevised? Kickoff1 week after award Fortnightly update calls Subcmte mtgLate July Subcmte mtgLate Aug Memo on EUL guidelinesSept 9 Revised memo EUL Guidel.Sept 20 Rec’m memoSept 20 Subcmte mtgMid Sept-Walk-thru 9/ 20 Draft ReportSept 20 Final report & presentationDec 6 SERA and Cadmus Group

9. SERA OTHER TOPICS  What RTF views as “successful” project  Every other week updates; monthly invoices  Data / reports, etc. SERA and Cadmus Group