DEEMED MEASURE PROPERTY SUBCOMMITTEE

Objective: The Deemed Measure Property subcommittee gathers a diverse group of stakeholders including deemed PA teams, implementers, evaluators, the Ex Ante Review team, and Cal TF Members, who are each familiar with various aspects of program eligibility, program exclusions, and data collection for deemed measure claims. The purpose of the subcommittee is to 1) create a statewide process that would result in stakeholder reviewed Deemed Measure Property Data, 2) establish conventions when defining measure-specific eligibility and exclusion rules as well as site-specific data requirements, and 3) establish the mechanisms for hosting and managing this data within the eTRM.

Cal TF Staff Lead: Ayad Al-Shaikh

Email ayad.al-shaikh@futee.biz to join this subcommittee or to get access to the SharePoint site.

Meeting Materials
Subcommittee Meeting #5 (10/5/2023)
Overview Presentation
Sample Measure Validation List
Big Batch #1 Under Review
- End-use categories: Appliance/Plug Load, Bldg Envelope, Compressed Air, Comm Refrigeration
- Files available at SharePoint Site by 10/19/2023.
- Review comments due by 11/16/2023.

Subcommittee Meeting #4 (9/14/2023)
Overview Presentation

Subcommittee Meeting #3 (6/15/2023)
Overview Presentation
Example Validation List - SWHC031-02
Survey Link - https://www.surveymonkey.com/r/9JK62FK (open until 6/30/2023)
Validation List Tool (05/08/2023)

Measure Property Data Tools
Validation List Tool (01/10/2023 version, includes library)
Updated Memo (includes description of fields)

Subcommittee Meeting #2 (11/2/2022)
Meeting Goals
Validation Item Data Structure (updated with meeting notes)
Deemed Measure Property Data - Common Example Library (added 11/3/2022, updated with meeting notes)
Video available, but too large to post her, contact Ayad for access.

Subcommittee Meeting #1 (10/6/2022)
Presentation
Validation List Examples

Background Materials:
Deemed Measure Property Data Memo
Deemed Measure Property Data - Validation List (common examples)
Deemed Measure Property Data Presentation
eTRM Functional Specification

CUSTOM SUBCOMMITTEE

Objective: The purpose of the Custom Subcommittee is to 1) develop standard savings estimation methods, calculation tools, and data requirements for select custom measures, 2) develop a statewide naming convention for custom measures, and 3) to provide input on Cal TF Staff analysis of how existing eTRM tools can be used to standardize and streamline custom projects.

Cal TF Staff Lead: Arlis Reynolds

The Custom Subcommittee meets on the 1st Wednesday of the month from 1pm to 3pm, and subcommittee members may participate in additional measure- or topic-specific working groups. Download calendar invitation for Cal TF Custom Subcommittee Meetings.

This site hosts background and meeting material. The Subcommittee uses a Custom Subcommittee SharePoint site to host resources and working documents. Click here to request access to the Custom Subcommittee SharePoint.

Email arlis.reynolds@futee.biz to join this subcommittee and/or to access the Custom Subcommittee SharePoint site.

Meeting Materials
Meeting 10 PPT 2023-07-12
Download Custom Tools List for Stakeholder Review
Download Custom Resource Workbook for Stakeholder Review
Meeting 9 PPT 2023-06-07
Meeting 8 PPT 2023-05-03
Meeting 7 PPT 2023-04-03
Metric 5X Custom Initiative Draft Workplan (comments due April 17)
DRAFT Custom Measure Package: Steam Boiler (need SharePoint access; comments due April 19)
Custom eTRM Design 2.1 (Phase 1 Wireframes)
Link to Custom eTRM Phase 1 Functional Specifications (need SharePoint access)
Meeting 6 PPT 2023-03-01
Meeting 5 PPT 2023-02-01
Custom eTRM Design 1.2 (Phase 1 Wireframes)
Custom eTRM Design 1.2 - Discussion Notes with Q&A from 2/1/23 Meeting
Link to Custom eTRM Phase 1 Functional Specifications (need SharePoint access)
White Paper Topic Brainstorm_ISP Process for Custom
Meeting 4 PPT 2022-12-07
Meeting 3 PPT 2022-11-02
Custom Charette on 2022-10-27
Meeting Notes
Agenda and PPT (DRAFT)
Custom Charette Small Group Discussion Template (PDF)
Custom Charette Small Group Discussion Template (Word)
Meeting 2 PPT 2022-10-05
Request for Input on Custom Measure Information (respond by 9/30)
Meeting 1 PPT 2022-09-13

Measure Groups
Measure groups meet on a biweekly basis for measure-specific discussions. See the Meetings Calendar for schedule and participation information and/or use the links below to download and copy the meeting invitations to your calendar.
Measure-specific materials are on the Custom Subcommittee SharePoint site.

Note that meeting times may be adjusted and should be reflected in the outlook invitation.

Background Materials
Custom eTRM Memo - 05-18-2022
Proof of Concept for Custom Measures in eTRM - 02-17-2022
POU Custom Memo - 12-15-2020

NEW MEASURE SUBCOMMITTEE

Objective: The purpose of the New Measure Subcommittee is to review and provide feedback on new measures that have passed the Measure Screening Committee. This review occurs in parallel with the deemed ex ante team review of a Measure Package Plan so early feedback can still impact measure development. Summary presentations will also be refined through this process so that the final package available to Cal TF Members for Affirmation has been reviewed.

Cal TF Staff Lead: Ayad Al-Shaikh

Email ayad.al-shaikh@futee.biz to join this subcommittee.

COMMUNICATION PLAN

Goals, Metrics, and Objectives:
Cal TF will identify and develop the process and/or tool enhancements to facilitate stakeholder communication and versioning of planned and completed measure package (MP) updates. The Cal TF solution will: 

  • Provide clear, accessible, and specific (where possible) information about the type and relative impact of planned, in progress, and completed measure package updates.

  • Consider different options (e.g., format and frequency) to receive and access information to address different stakeholder needs and/or preferences.

  • Help stakeholders identify and parse MP update information based on the type and/or impact of change.  

  • Establish and communicate clear versioning definitions and controls associated with different types of measure package updates.

Materials:
Existing Measures Communication Plan Survey
Communication Plan Presentation (4-19-2023 version)