**for the Leadership Committee (1/30/07)**

**U.S. Energy Collaborative Analysis Initiative**

**PROPOSED WORKSHOP OBJECTIVES**

-   Share energy analysis data sources, analysis methodologies and
    analysis tools on current energy analysis activities;

-   Identify specific needs for additional information or analysis (what
    decision-makers are seeking);

-   Identify areas for collaboration (ways to leverage our efforts and
    effectively help each other); and

-   Network with other analysts involved in energy analysis

**PROPOSED WORKSHOP STRUCTURE**

1)  [Length]{.underline}: 1.5 days?

2)  [Timing]{.underline}: June?

3)  [Location]{.underline}: Washington, DC?

4)  [Participants]{.underline}: 50-60 (80-90 invitees)

5)  [Guest lunch speaker]{.underline}: None?

6)  [Informal dinner on Day 1 (paid for by each
    participant)]{.underline}: Organize?

7)  [Recommended Format: Share analysis data, methodologies and
    results]{.underline}

-   ***Presentation and/or discussion of collective energy analysis
    vision? (see below)***

-   Choose 6 **analysis topics** (for 1.5 days) prior to workshop
    ***(see below)***

-   **Concurrent sessions** on analysis topics to hear presentations on
    current analysis activities and discuss potential collaboration
    opportunities:

    -   Have 2-3 participants who are actively analyzing the topic
        present their assumptions, methodology and results;

    -   During second half of each session:

        -   Hold a broader discussion to identify gaps in analysis and
            potential improvements to existing data, information and
            tools

        -   Identify opportunities for collaborating analyses on this
            topic

        -   Identify concrete steps and leaders for follow-on
            activities.

**5-10 YEAR VISION FOR THE**

**U.S. ENERGY COLLABORATIVE ANALYSIS INITIATIVE**

**High Priority Energy Analysis Issues**

For both analysts and decision-makers over the next 5-10 years

-   Improve models representation of complex and disjointed **policy
    frameworks**, and **technology deployment**; enhance tools to better
    analyze actual policy opportunities and market influence

-   In analysis, augment reflection of **behavioral factors** that
    influence consumer, supplier and investment decisions (particularly
    for transportation and end-user consumer decisions)

-   Develop methods to capture **uncertainty and risk analysis** in
    current modeling; they are critical to the potential effectiveness
    of a policy or the impact on the market and must be modeled better.

-   Increase energy model comprehensiveness and/or stronger linkages to
    **better represent market complexities** and to understand the
    **total projected impacts/value of energy**.

***Present ECAI Vision to participants, or expand workshop and have a
separate session to discuss and refine it in detail?***

**PROPOSED WORKSHOP AGENDA**

  ------------- --------------------------------------- ------------ ------------
  **Timing**    **Plenary**                             **Breakout   **Breakout
                                                        Session #1** Session #2**

  **DAY 1**     CONTINENTAL BREAKFAST                                

  **8:30 am**   Welcome, introductions, initiative and               
                workshop goals                                       

  **9:15 am**   Present initiative vision, quick update              
                on activities                                        

  **10:15 am**  BREAK                                                

  **10:30 am**  Concurrent breakout sessions            Topic #1     Topic #2

  **12:30 pm**  LUNCH                                                

  **2:00 pm**   Concurrent breakout sessions            Topic #3     Topic #4

  **4:00 pm**   BREAK                                                

  **4:15 pm**   Present results/follow-up activities                 
                for Topics 1-4                                       

  **5:00 pm**   ADJOURN                                              

  **Evening**   Join together for social dinner                      
                together, off-site                                   
  ------------- --------------------------------------- ------------ ------------

+---------+--------------------------------------+----------+---------+
| **DAY   | CONTINENTAL BREAKFAST                |          |         |
| 2**     |                                      |          |         |
+---------+--------------------------------------+----------+---------+
| **8:30  | Concurrent breakout sessions         | Topic #5 | Topic   |
| am**    |                                      |          | #6      |
+---------+--------------------------------------+----------+---------+
| **10:30 | BREAK                                |          |         |
| am**    |                                      |          |         |
+---------+--------------------------------------+----------+---------+
| **10:45 | Present results/follow-up activities |          |         |
| am**    | for Topics 5-6                       |          |         |
+---------+--------------------------------------+----------+---------+
| **11:05 | Identify additional topics of        |          |         |
| am**    | importance for the initiative        |          |         |
+---------+--------------------------------------+----------+---------+
| **12:00 | Wrap-up (improve sharing of          |          |         |
| pm**    | info/methods)                        |          |         |
|         |                                      |          |         |
|         | and next steps                       |          |         |
+---------+--------------------------------------+----------+---------+
| **12:30 | ADJOURN                              |          |         |
| pm**    |                                      |          |         |
+---------+--------------------------------------+----------+---------+

**WORKSHOP TOPICS**

6 workshop topics are needed, based on the proposed workshop structure.
Recommendations for the workshop topics were prepared as follows:

-   Identify top 5 topics from the first workshop, based on three
    criteria:

    -   Energy analysis collaboration is [moving forward]{.underline}
        (sharing data, methodologies, results)

    -   Identify topics with a [committed champion]{.underline}

    -   Topics where [further collaboration]{.underline} would be
        beneficial to multiple organizations

-   Identify one new topic

    -   Start with list of topics considered for the first workshop that
        were skipped

**[Recommended Workshop Topics]{.underline}**

  --------------------------------- -------------------------------------
  **Topic**                         **Activity Lead & Activities**

  B. Improve Deployment             **NYSERDA, CESA**; held a Nov
  Partnerships between Industry and teleconference, compiling a
  Government                        \"guidebook\" of state R&D program
                                    models

  D. Better Representation of       **NREL, EIA, NETL**; looking to share
  Regional Technology               GIS data on coal, hydrogen and RE;
  Characterizations and             improving regionality and
  Transmission Improvements in      transmission modeling in SEDS, NEMS
  Energy Models                     

  E. Improve Impact Evaluation      **ACEEE**; Nov workshop; goal to fund
  Tools: Economics, Environment and a complete model inventory; paper on
  Security                          improving economic models for oil
                                    transition and GCC mitigation
                                    policies

  G. Enhance Biofuel Resource       **DOE-EERE**; Jul meeting, vetting
  Potential and Infrastructure      supply curves, sharing information
  Analysis                          

  H. Improve Behavioral Factors in  **DOE-OSc**.; surveyed existing
  Market/Choice Models and Tools    models; would like to ID best
                                    practices; identified funding

  I. Impact of a carbon-driven      **New topic** important to energy
  energy market                     analysis modeling
  --------------------------------- -------------------------------------

***On what topics should the second workshop focus?***

**[List of Potential Topics]{.underline}**

+-----------------------------------------------------------------------+
| **Topics from First Workshop**                                        |
+-----------------------------------------------------------------------+
| A.  Enhance Research, Development and Deployment Portfolio Analysis   |
|     Tools                                                             |
+-----------------------------------------------------------------------+
| B.  Improve Deployment Partnerships between Industry and Government   |
+-----------------------------------------------------------------------+
| C.  Augment Energy Technologies and Demand Response Representation in |
|     Energy Models                                                     |
+-----------------------------------------------------------------------+
| D.  Better Representation of Regional Technology Characterizations    |
|     and Transmission Constraints in Energy Models                     |
+-----------------------------------------------------------------------+
| E.  Improve Impact Evaluation Tools: Economic Development, Energy     |
|     Security, Env. Impacts                                            |
+-----------------------------------------------------------------------+
| F.  Improve Policy Analysis Tools and Integration of Data and Tools   |
|     at State and Federal Levels                                       |
+-----------------------------------------------------------------------+
| G.  Enhance Biofuel Resource Potential and Infrastructure Analysis    |
+-----------------------------------------------------------------------+
| H.  Improve Behavioral Factors in Market/Choice Models and Tools      |
+-----------------------------------------------------------------------+

+-----------------------------------------------------------------------+
| **Topics Identified, but not Included in First Workshop - Which one   |
| to add?**                                                             |
+-----------------------------------------------------------------------+
| I.  Impact of a carbon-driven energy market                           |
+-----------------------------------------------------------------------+
| J.  Analysis to support decisions on federal and state policy         |
|     scenarios (e.g. RPS, RFS, etc.)                                   |
+-----------------------------------------------------------------------+
| K.  Integrated energy and environmental scenarios (RE, EE penetration |
|     under various scenarios)                                          |
+-----------------------------------------------------------------------+
| L.  Maintain accurate energy and electricity market data, make it     |
|     publicly available                                                |
+-----------------------------------------------------------------------+
| M.  Policy analysis tools on policy impacts, lessons learned and best |
|     practices                                                         |
+-----------------------------------------------------------------------+
| N.  Integrate analysis of costs and development of new transportation |
|     technologies and infrastructure                                   |
+-----------------------------------------------------------------------+

**WORKSHOP INVITEES**

-   [Goal]{.underline}: 90 invitees, 60 participants

-   [Include]{.underline}:

  ------------------------ ------------------------ ----------------------
  DOD                      HUD                      Research (ACEEE, EPRI,
                                                    RFF, Univ.)

  DOE (EERE, EIA, Fossil,  Nat Labs (NETL, NREL,    Universities
  Science, Policy)         LBL, ANL, ORNL, PNNL)    (Stanford, MIT, etc.)

  DOI (BLM)                USDA (ARS, CREES, USFS)  CESA (state EERE
                                                    funds)

  DOT (FHWA, RITA)         []{.mark}                State Gov Assn (Natl,
                                                    New Eng., Western)

  EPA (OAP, OTAQ, Triangle []{.mark}                State Energy (NYSERDA,
  Park)                                             CEC, HI, IL, others?)

  FERC                     []{.mark}                State Other (NARUC)
  ------------------------ ------------------------ ----------------------

[]{.mark}

> ***Also include? private sector, NGOs, utilities, other?***

**BUDGET**

DOE is willing to be a lead sponsor for the second workshop. However,
DOE hopes that future activities, potentially including the second
workshop, will be sponsored by multiple organizations. This is an
excellent opportunity for organizations to show support for the
Initiative. Are any other organizations willing to co-sponsor a portion
of the workshop, so that it can be free for all participants,
particularly state participants (including paying for travel)?

The table below summarizes the status of activities identified at the
first workshop.

  ---------------------------------- -------------- -------------- ----------------------
  **Topic**                          **Number of    **Activities   **Examples of
                                     Activities**   with           Progress**
                                                    Progress**     

  **A) Enhance R&D and Deployment    3              1              **DOE-OSc**; ongoing
  Portfolio Analysis Tools**                                       discussions

  **B) Improve Deployment            4              1              **NYSERDA, CESA**;
  Partnerships between Industry and                                Nov. call, compiling a
  Government**                                                     \"guidebook\" of state
                                                                   R&D program models,
                                                                   looking for federal
                                                                   participation

  **C) Better Representation of      4              1              **NREL, NETL**; work
  Energy Technologies and Demand                                   has been proposed
  Response in Energy Models**                                      

  **D) Better Representation of      3              2              **NREL, EIA, NETL**;
  Regional Technology                                              looking to share GIS
  Characterizations and Transmission                               data on coal, hydrogen
  Constraints in Energy Models**                                   and RE; improving
                                                                   regionality and
                                                                   transmission modeling
                                                                   in SEDS, NEMS

  **E) Improve Impact Evaluation     4              3              **ACEEE**; Nov
  Tools: Economic Development,                                     workshop; goal to fund
  Energy Security, Environmental                                   a complete model
  Impacts and the Integration of the                               inventory; paper on
  Three**                                                          improving economic
                                                                   models for oil
                                                                   transition and GCC
                                                                   mitigation policies

  **F) Improve Policy Analysis Tools 3              0              NA
  and Integration of Information and                               
  Tools at State and Federal                                       
  Levels**                                                         

  **G) Enhance Biofuel Resource      2              2              **DOE-EERE**; Jul
  Potential and Infrastructure                                     meeting, vetting
  Analysis**                                                       supply curves, sharing
                                                                   information

  **H) Improve Behavioral Factors in 3              3              **DOE-OSc**.; surveyed
  Market/Choice Models and Tools**                                 existing models; would
                                                                   like to ID best
                                                                   practices; identified
                                                                   funding

  **Totals**                         26             13             
  ---------------------------------- -------------- -------------- ----------------------