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 WORKPAPER TEMPLATES
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:
Full day training sessions in November 2018: Slide Deck and Video Recording
Workpaper Q&A in April 2019: Slide Deck
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.
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.