In consultation with the Program Administrations, CPUC, and TF and PAC members, Cal TF staff develops templates, checklists, guidelines, and other tools to facilitate the development of high-quality energy savings estimates and measures.
STATEWIDE DEEMED MEASURE DEVELOPMENT TEMPLATES & TOOLS
Statewide Measure Characterization Template (v6.2, updated September 23, 2024)
Statewide Measure Development and QA/QC Guidelines (v2.6.0, updated November 17, 2023)
Statewide Measure Development Style Guide (v3.0, updated February 25, 2022)
Exclusion Table Examples (updated August 26, 2021)
Workflow Conventions and Standards “Cheat Sheet” for Measure Contributors (v3, updated October 20, 2023)
OTHER DEEMED MEASURE RESOURCES
Statewide Deemed Workpaper Rulebook (Version 4.0)
The Statewide Deemed Workpaper Rulebook (Rulebook) presents a compendium of the current CPUC directives for estimating ex ante savings claims for energy efficiency measures using the deemed savings calculation method. The Rulebook represents the investor-owned utilities’ (IOUs) understanding of the CPUC’s rules and requirements for claiming energy savings from installed energy efficiency measures.
Fuel Substitution Technical Guidance for Energy Efficiency
The CPUC issued the Fuel Substitution Technical Guidance for Energy Efficiency (Version 1.1) on the methods and procedures to analyze fuel substitution measures. This document explains how to determine a fuel substitution measure baseline, explains the fuel substitution eligibility test, and how to calculate the cost effectiveness and report energy savings. The Fuel Substitution Calculator (Version 1.1) supplements the Technical Guidance document and should be considered an interim tool for use in performing the Fuel Substitution Test and calculating energy savings for cost effectiveness analysis and reporting.
Deemed Measure Training
The California Public Utilities Commission and the California investor-owned utilities have held various training events to introduce third-party implementers to the tools and information needed to develop deemed measure , clarify the roles and responsibilities for measure development, and describe the process and timing for review and approval of measures. The documents and recordings from these events are available below:
Full day training sessions in November 2018: Slide Deck and Video Recording
Workpaper Q&A in April 2019: Slide Deck
Deemed Measure FAQs
The California Program Administrators have documented the questions and responses (FAQs) related to the development of deemed measures. Southern California Edison maintains and posts these FAQs on the EE Programs Solicitations Information & Resources webpage.
Workpaper Archive
The CPUC approved workpapers and associated measures can be found on the DEER Workpaper and Disposition Archive. The workpapers found at this website are comprehensive; they include active and inactive measures. Workpapers for inactive measures are distinguished by a“FALSE” status in the “Current Revision” column in the “Workpaper files” selection table.
TECHNICAL POSITION PAPERS (TPPs)
TPP No. 1: Capturing Savings to Code: Proposed Framework and Examples
TPP No. 2: Electronic TRM Proposal
TPP No. 3: Case for Using EnergyPlus as "Default" Modeling Engine for the "Electronic TRM" Project
TPP No. 4: Using Best Available Data to Determine Deemed Savings
TPP No. 5: Reducing Measure Complexity
TPP No. 6: Overlapping Measure Consolidation Process (Prior to eTRM Placement)
DRAFT TPP No. 7: Statewide Measure Development Guidelines and Internal QA/QC Procedures
DRAFT TPP No. 8: Proposed Statewide Measure Development and Measure Update Processes
TPP No. 10: Recommendations for Improving Building Energy Modeling in California
TPP No. 11: Statewide New Measure Development and Measure Update Process
TPP No. 12: Review of the Energy Savings Assistance Program Saving Estimation Methods
TPP No. 13: Custom Initiative - Recommendations and Next Steps