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

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

3. 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

4. Proposed 2015 Work Plan 4 Category Contract RFP 2015 RTF Contract Analyst Team 2015 RTF Manager 2015 Subtotal Funders 2015 Council In- Kind Contributio n 2015 % of total Existing Measure Review & Updates$112,500$428,000$0$540,500$9,60033% New Measure Development & Review of Unsolicited Proposals $90,000$310,000$0$400,000$5,10024% Standardization of Technical Analysis$25,000$84,000$0$109,000$9007% Tool Development$10,500$80,000$0$90,500$15,0006% Research Projects & Data Development$0$40,000$0$40,000$20,0002% Regional Coordination$12,500$125,000$0$137,500$4,0008% Website, Database support, Conservation Tracking $20,000 $0$40,000$55,0002% RTF Member Support & Administration$146,800$0 $146,800$5,0009% RTF Management$8,300$0$125,000$133,300$87,0008% Subtotal New Work$425,600$1,087,000$125,000$1,637,600$201,600100%

5. 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 ProCost – 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

6. 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

7. 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.

8. 3-year Look Back at Allocation Relative increase in Technical Analysis in 2015 due to number of measure updates relative to less tool and data development 8

9. RTF Budgets – Contract RFP Allocation 9

10. RTF Budgets – Contract Analyst Allocation 10

11. 2013-2015 RTF Budgets 11

12. 2013-2015 RTF Budgets 12 Increase due to number of measures to sunset and increased staff effort

13. 2013-2015 RTF Budgets 13 Increase for new measures and standard protocols expected

14. 2013-2015 RTF Budgets 14 Increased for Updating and Standardizing Work Products

15. 2013-2015 RTF Budgets 15 Decreased with SEEM calibration wrapping up

16. 2013-2015 RTF Budgets 16 Decreased due to identified projects completed in prior years

17. 2013-2015 RTF Budgets 17 Increased to Support Additional Contract Analyst

18. 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

19. 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 19 Plan to conduct another RTF Member survey to get feedback and help with next round of analyst selection

20. Funding Allocation Organization Proposed Allocation Agreed to Allocation (May 2014) Share of Budget (rounded) Change ProposedAs of May Bonneville Power Administration36.04%36.03% $ 607,800 $ 607,700 $ 100 Energy Trust of Oregon20.15%20.21% $ 339,700 $ 340,900 $ (1,200) Puget Sound Energy14.14%14.17% $ 238,400 $ 239,000 $ (600) Idaho Power Company8.97%9.00% $ 151,200 $ 151,800 $ (600) Avista Corporation, Inc5.74%5.76% $ 96,800 $ 97,200 $ (400) PacifiCorp (Washington)2.54%2.55% $ 42,900 $ 43,000 $ (100) Northwestern Energy4.04% $ 35,700 $ - Seattle City Light3.66%3.65% $ 61,600 $ - PUD No 1 of Clark County1.31% $ 22,200 $ 22,100 $ 100 Tacoma Power1.10%1.09% $ 18,500 $ 18,400 $ 100 Snohomish County PUD0.65%0.51% $ 11,000 $ 8,600 $ 2,400 Eugene Water and Electric0.32%0.31% $ 5,300 $ 5,200 $ 100 PUD No 1 of Cowlitz County0.38% $ 6,500 $ 6,400 $ 100 Total99.03%99.01% $ 1,637,600 $ - 20

21. Contact For more information, contact: Jennifer Anziano Northwest Power and Conservation Council 851 SW 6 th Ave Suite 1100 Portland, OR 97204 janziano@nwcouncil.org 503-222-5161 21