The staff from the four investor-owned utilities and Commission staff collaboratively developed guidance documents for the custom projects review. These guidance documents provide details on the Commission’s policies and procedures to be utilized in the development of expected values for custom projects/measures.
The guidance documents are:
- CPUC Staff Selection and Response Timing Protocol For Energy Efficiency Custom Projects Review - This protocol's document covers the timing of communication on custom project document review and feedback between Program Administrators and CPUC staff. The purpose of this process/agreement document is to meet the 30-day review period once the CPUC receives a complete energy efficiency custom project packet per Public Utilities Code 381.2 (Senate Bill 1131)
- Energy Efficiency Savings Eligibility at Sites with non-IOU Supplied Energy Sources - Guidance Document
- Statewide Custom Project Guidance Document, version 1.0
- The purpose of this Custom Project Guidance document is to provide guidelines for stakeholders - including Program Administrators, Implementers and customers - to prepare custom energy efficiency project documentation and quality assurance. This document defines key metrics, outlines eligibility requirement for Custom Projects and provides information on requirements for submitting an application package. This Guidance Document is pursuant to Public Utilities Code Section 381.2.
- Statewide Project Feasibility Study template, version 1.1
- Statewide Post Installation Report template, version 1.0
- Industry Standard Practice, version 2.0
- The purpose of this document is to provide guidance for the concept and processes involved with establish and implementing an Industry Standard Practice (ISP) study which is used in calculating the energy savings from custom energy efficiency projects. The guide incorporates relevant California Public Utilities Commission (CPUC) policies and program rules. It includes concepts, definitions, and factors affecting the ISP determination of technologies, purpose, types, and applicability of an ISP study, and processes for developing and implementing an ISP study. The outcomes of ISP studies can support energy efficiency technical workpapers and custom projects. This guidance document is applicable to all California ratepayer-funder energy efficiency program administrators (PAs), implementers, and other stakeholders. The ISP concepts and processes described herein apply to the portfolio of energy efficiency programs overseen by the CPUC.
- Project basis as Early Retirement (ER)/Replace-on-burnout (ROB)/Normal Replacement (NR)/New Construction (NC)/Add-on Retrofit (Ret) and remaining/Effective useful Life (RUL/EUL), and Preponderance of evidence
Utilities’ prepared abstracts of Commission Staff issued Custom Projects Review findings dispositions and industry standard practice research results.