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.