Guidance for Deemed Measures

This guidance document clarifies the definition of the Direct Install (DI) delivery type. The definition has implications on how incentive costs are reported for making energy savings claims, which can also impact the Total Resource Cost (TRC).

DI is defined as a staff action or third-party action that arranges for a measure or measures to be installed or delivered for installation to a participating customer. It is differentiated from a downstream rebate, midstream, or upstream program in that it is not initiated by the customer. While some programs using the DI delivery type are no or low cost, it is not a DI delivery type requirement.

This guidance document summarizes the instances, reasons, and documentation required when the rebate to the customer exceeds the Incremental Measure Cost (IMC).

This document summarizes Title 24 and certificate of compliance requirements for downstream measure package and custom project claims.

This guidance memo clarifies how to deal with eight specific heat pump measure packages that have different offerings that depend on the capacity, fuel type, or other property of the existing equipment. Specific guidance is provided for when the existing type of equipment is unknown. This is most often the case for upstream and midstream delivery types. New Measure Packages will include instructions for documentation requirements for existing conditions.

Water-Energy Calculator 2.0 User's Guide

Note: This is the original user guide guidance to Water-Energy Calculator 2.0 User's Guide. It was noticed this document was not posted to CEDARS. There is no change to current practices regarding embedded water energy savings.

CPUC clarifies direction on E-5152 Section C.11 language citing changing fieldnames in the eTRM, CEDARS, and the CET. An alternative solution was identified and includes adding two new fields Case1stBaseline & Case2ndBaseline to help clarify how 1st and 2nd baseline fields correspond to Measure Application Types.

Staff reviewed a request for clarification on how net-to-gross ratios should be applied to energy efficiency programs, projects and measures that target hard-to-reach customers. Staff determined that the 0.85 NTGR for HTR customers only applies to HTR customers as defined in D.18-05-041, Section 2.5.3 and must use a direct install (DI) delivery channel.

For the purposes of D. 23-04-035 we will consider any measure that burns natural gas (whether or not the measure also uses electricity) to be a natural gas measure.

CPUC clarifies the definition of "available in marketplace for 2 years or less" as follows:

• The technology has not been offered in a program for more than two years.
• There are no current Federal minimum-efficiency performance standards, ENERGY STAR standards, California appliance, equipment, or lighting standards in Title 20 and Title 24 in effect for the technology.
• The technology cannot be a more efficient version of an existing technology.

Measure Package Plan (MPP) Template to be used for new proposed measures and for early CPUC feedback on measure updates. 

CPUC Memo providing Guidance to PA request to clarify the requirements for SWSV001-04 (Duct Sealing) and SWSV013-02 (Duct Optimization) measure packages related to the duct leakage test method, redcuction required for claims, and the building era.

This guidance memo details the documentation requirements to establish a preponderance of evidence of the viability of the existing equipment and the program's influence on the decision to replace said equipment. The level of rigor required for the documentation depends upon a calculated incentive amount.

Guidance memo establishing procedures for PA adoption of Statewide Measure Packages

Guidance and addendum document updated from the 5/18/2020 documeny to include all measures.

This guidance instructs the PAs to use zero for measure packages with negative IMC in the CET and use the standard addendum template for rebates greather than IMC values.

PAs are required to submit an addendum with the Refrigerant Avoided Cost Calculator (RACC) for measure packages that add refrigerant amount including fuel substitution and electric water heater to heat pump water heater measures.

It is recommended that users always verify whether a newer version has become available at https://www.cpuc.ca.gov/nexus_calculator/.

EnergyPlus migration summary for PY 2024-25 measures after IOU review

EnergyPlus migration summary for PY 2024-25 measures

Version 6 of the MP Cover Sheet Template for all eTRM measure package submissions. Effective 2022-02-02.