Proposed 2015RTF Work Plan

September 16, 2014

Work Plan Development Process

RTF 2015 work plan Process DateDevelop draft work plan and present to Operations subcommittee Tuesday, July 29, 2014Incorporate Operations subcommittee feedback and present draft work plan to RTF Tuesday, August 12, 2014Solicit comments on draft work plan from RTF members, the public, and Council (Council directs PAC to review) Wednesday, August 13, 2014Receive comments on draft work plan from RTF and public Monday, September 8, 2014Post comments and proposed final work plan to October RTF agenda Tuesday, September 9, 2014Present final proposed work plan to RTF and develop recommendations Tuesday, September 16, 2014RTF PAC meeting to review draft work plan and send recommendations to Council Thursday, September 18, 2014Send recommendations from RTF to Council (in Council packet) Tuesday, September 29, 2014Present work plan to Council for approval October 7-8, 2014

Proposed 2015 Work Plan

CategoryContract RFP

2015

RTF Contract Analyst Team

2015RTF Manager

2015

Subtotal Funders

2015

Council In-Kind

Contribution 2015

% of total

Existing Measure Review & Updates $112,500 $428,000 $0 $540,500 $9,600 33%

New Measure Development & Review of Unsolicited Proposals $90,000 $310,000 $0 $400,000 $5,100 24%

Standardization of Technical Analysis $25,000 $84,000 $0 $109,000 $900 7%

Tool Development $10,500 $80,000 $0 $90,500 $15,000 6%

Research Projects & Data Development $0 $40,000 $0 $40,000 $20,000 2%

Regional Coordination $12,500 $125,000 $0 $137,500 $4,000 8%

Website, Database support, Conservation Tracking $20,000 $20,000 $0 $40,000 $55,000 2%

RTF Member Support & Administration $146,800 $0 $0 $146,800 $5,000 9%

RTF Management $8,300 $0 $125,000 $133,300 $87,000 8%

Subtotal New Work $425,600 $1,087,000 $125,000 $1,637,600 $201,600 100%

Key Driver for the Work Plan

Number of measure updates or proposed new measures drives the remainder of the work plan:– 24 UES measures to sunset in 2015– Potential for 10 new UES measures

Changes Made Since August(Due to Comments Received)

• Decreased # of Standard Protocols from 5 to 4– Based on BPA comment, balance of assumptions between SIS taking

relatively less time in 2015 and other protocol potentially falling off the list

• Increased Review of New UES Measures from 6 to 10– Based on comment from BPA regarding their plan to bring several

measures to the RTF next year

• Increased Review of New Standard Protocols from 3 to 5– Based on comment from Snohomish PUD to put more emphasis into the

identification of new measures in support of programs

• Increased Contract Analyst Time for SEEM– Staff time increased to address additional time in SEEM; although

assumption remains that SEEM calibration will be completed in 2014 for existing homes (+$5,000)

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.

Other Budget Adjustments• Decreased Review of 7th Power Plan Inputs

– Due to Council timeline, supply curves due in beginning of year (-$25,000)

• Shift in allocation from Contract Analyst Team to Contract RFP– To account for additional measures and related QC, CAT funds taken

primarily from 7P supply curve work (-$16,000)

• Decreased Website development for Contract Analyst Team– Primarily addressed by RTF Manager and Council in-kind support (-

$15,000)

Other Budget Adjustments• Smaller order of magnitude (less than $5,000)

– Adjusted unit per measure/protocol to bring items more into reality– Increased Annual Regional Conservation Tracking Report– Increase in Contract RFP for RTF Management Activities (Manage

business activities) to account for RTF portion of financial audit– Increased End Use Load Data Library Maintenance based on

assumption of some coordination on this piece– Slight change to guidelines (balancing)

Discuss Proposed 2015 Work Plan

• Review proposed work plan and show any changes made

RTF Proposed Motion

• “I _________ move that the RTF adopt the 2015 Work Plan and accompanying Business Plan and recommend them to the Council for final approval.