rtf 2015 mid-year progress report and 2016 work plan jennifer anziano regional technical forum july...
Post on 28-Dec-2015
214 Views
Preview:
TRANSCRIPT
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
dge
t D
olla
rs
4
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
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!
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
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
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)
10
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
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
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
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
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
16
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%
18
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
19
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
top related