A measure application type (MAT) is a categorization of energy efficiency measures based on measure attributes – each measure application type has its own baseline treatment, cost basis, eligibility, and documentation requirements. There are six approved measure application types, which include: Accelerated Replacement, Add-On Equipment, Behavioral, Retro-commissioning and Operational, New Construction/New Capacity, Normal Replacement, and Weatherization.[1]

 Each of these measure application types is further defined below.

Accelerated Replacement (AR): A measure application type which includes three subtypes: Early Retirement (ER), Repair Eligible (RE), and Repair Indefinitely (RI):[2]

Add-On Equipment (AOE): An Add-on Equipment (AOE) measure installs new equipment onto an existing host improving the nominal efficiency of the host system. The existing host system must be operational without the AOE, continue to operate as the primary service equipment for the existing load, and is able to fully meet the existing load at all times without the add-on component. The AOE must not be able to operate on its own. The actual energy reduction occurs at the host equipment, not at the add-on component, although any add-on component energy usage must be subtracted from the host savings.

Behavioral, Retro-commissioning, and Operational (BRO): The BRO category includes measures that either restore or improve energy efficiency, and can be reasonably expected to produce multi-year savings. BRO measures include information or educational programs that influence energy-related practices (behavioral), activities and installations that restore equipment performance to its nominal efficiency (i.e. rated, intended, or original efficiency (retro-commissioning)) but do not enhance the measure’s nominal efficiency, and measures that improve the efficient operation of installed equipment (operational).  The three BRO subtypes are abbreviated as follows:

· BRO-Bhv: BRO Behavioral
· BRO-Op: BRO Operational
· BRO-RCx: BRO Retrocommissiong

Early Retirement (ER): Subset of Accelerated Replacement. The ER category is a sub-type of the larger Accelerated Replacement category, which includes replacements of existing equipment with nominally higher efficiency equipment and where there is more evidence than not that a) the existing equipment would have remained in operation for at least the remaining life of the existing equipment, performing its current service requirement and b) the energy efficiency program activity induced or accelerated the equipment replacement. The existing equipment must have at least one year of remaining useful life to qualify as Early Retirement.

New Construction (NC): NC includes eligible projects where equipment is installed in a new area or one that has been subject to a major renovation, or to expand capacity of existing systems, or to serve a new load.

Normal Replacement (NR): NR includes measure installations where the existing equipment has failed or no longer meets current or anticipated needs or is being replaced due to remodeling, upgrading, or replacement activities that are undertaken in the normal course of business. Measure installations where the existing equipment is still functional but does not qualify for Accelerated Replacement fall into this category. This category now includes measures that previously fit into the now-retired Replace on Burnout category.

Repair Eligible (RE): A measure application type representing the replacement of equipment that needs a major repair to return the equipment to fully serving the load and that repair cost is less than 50% of the full measure cost.[3]

Repair Indefinitely (RI): A measure application type representing the replacement of equipment that exceeds its EUL and has a history of repair and maintenance and could continue to be maintained to serve the load for the RUL of the existing equipment.[4]

Building Weatherization (BW): The BW category includes improvements to non-mechanical building structures, improving the nominal efficiency of pre-existing equipment that is otherwise expected to perform essential building functions throughout the course of a building’s life cycle, without regular replacement. Such measures improve the efficiency of equipment that does not burn out or when it does burn out the building can function without them; thus, the equipment is typically not replaced unless there is a major building renovation.

[1] California Public Utilities Commission (CPUC). 2017. Resolution E-4818. March 7.

[2] Accelerated Replacement currently includes ER, RE and RI, although rules regarding RE and RI are not yet defined per: California Public Utilities Commission, Energy Division, March 2, 2017, Resolution E-4818: Measure level baseline assignment and preponderance of evidence guidance to establish eligibility for an accelerated replacement baseline treatment.

[3] Working Group Created by D.16-08-019 to Develop Consensus Recommendations on Measure-Level Baseline Assignments, T1 Working Group Report, p. 13.

[4] T1 Working Group Report, p. 13.