Analysis Collaboration Topics

(A) Enhance Research, Development, and Deployment Portfolio Analysis Tools

Improve portfolio analysis best practices, including tools for establishing priorities and methods and use of these methods for uncertainty and risk analysis and development of integrated R&D and deployment plans.

Topic collaborators are currently working on implementation plans, based on the workshop discussions — please watch these pages for updates. You can also find out more about the initiative participants on the collaborators page.

Activity No. 1 – Identify existing tools for analysis

• Goals: Develop a better picture of existing data and analysis to improve analysis going forward
• Current related activities: Many R&D and deployment portfolio analysis activities going on (DOE, EPA?, DOD?, states), using many different tools (SEDS, MARKAL, NEMS, etc.)
• Next steps:
  • NREL (with DOE) is conducting an assessment of existing data and analysis tools for portfolio analysis and recommendations for improvements in these tools; and
  • NREL could share results of this assessment with interested organizations during a conference call and identify opportunities to work together to improve these tools and share methods.
• Lead: NREL
• Participants: EPA, states

Activity No. 2 – Create a Portfolio Analysis Center

Activity Update (January 2007) -

Bill Valdez, of the DOE Office of Science, expressed the need for an independent analysis center and suggested convening a small group of analysts, such as a LWG, to further discuss this possibility

Activity Overview

• Goals: Need to review options for establishing a permanent portfolio analysis capability
  • Needs to be independent to have credibility
  • Peer review is critical of Center's work
• Current related activities:
  • Laboratory Working Group (between DOE National Labs) had similar activity and perhaps could share their best practices with the group; and
  • NYSERDA's analysis shop may be a model
• Next steps: Convene meeting where approaches to portfolio analysis are shared across organizations (including NYSERDA's integrated approach, recommendations from DOE's laboratory working group (LWG), DOE Office of Science portfolio recommendations, etc.).
• Lead: DOE – Office of Science – Bill Valdez
• Participants: DOE National Labs, NYSERDA

Activity No. 3 – Identify standards of excellence for portfolio analysis

(No discussion; ran out of time – so below are all suggestions for consideration by the key participants)

• Goals: Increase consistency of information and analysis methodology in portfolio analysis
• Current related activities: Activity #1
• Next steps:
  • During the conference call in Activity #1 and 2, discuss the opportunity to work on portfolio analysis excellence standards;
  • If group decides to move forward with such standards, work to identify current practices for portfolio analysis assumptions, information and analysis methodology;
  • Identify best practices for addressing risk, value and uncertainty when doing portfolio analysis; and
  • Communicate to other interested parties.
• Lead: DOE-EERE-PAE
• Participants: NYSERDA, DOE national labs, DOE - Science

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