In consultation with the TF and PAC, Cal TF staff develops templates, checklists, guidelines, and other tools to facilitate the development of high-quality energy savings estimates and measures.  


Statewide Data Specification

Statewide Measure Characterization

Statewide Measure Development and Peer Review QA/QC Guidelines


Statewide Deemed Workpaper Rulebook

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.

Deemed Measure Workpaper 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 workpapers, clarify the roles and responsibilities for workpaper development, and describe the process and timing for review and approval of workpapers.  The documents and recordings from these events are available below:

Deemed Measure Workpaper FAQs

The California Program Administrators have documented the questions and responses (FAQs) related to the development of deemed measure workpapers. Southern California Edison maintains and posts these FAQs on their EE Programs Solicitations Information & Resources webpage.

Measure Application Types

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. Click here for a listing of MATs and their definitions.

 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 workpapers.  Inactive workpapers are distinguished by their “FALSE” status in the “Current Revision” column in the “Workpaper files” selection table.


eTRM Style Guide

Workpaper Presentation Template

Subcommittee Summary Template

Crosscutting Technical Position Paper Template

General Cal TF Presentation Template

Public Comment Template


DEER Requirements Memorandum

Savings to Code Technical Position Paper


2019 Business Plan

2018 Business Plan

2017 Business Plan

2016 Business Plan

2015 Business Plan

Operations Manual, Version 1.0

Codes of Independence and Conduct

Interim Workpaper Policy

Subcommittee Procedure


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


Cal TF Staff Comments on Draft DEER 2021 Scoping Memo

Cal TF Staff Comments on Phase II Workshop I of R. 13-11-005


Technical Reference Manuals Best Practices from Across the Nation to Inform the Creation of the California Electronic Technical Reference Manual (eTRM)

California Technical Forum (Cal TF): A New Collaborative for Developing Savings Estimates for California

Savings To Code: Looking to Whole Systems for Implementing Existing Conditions Baselines