Planned
Update Application Number & link for filings 2028-2031 after submission
Current Field Behavior implemented as part of this ticket: - All three fields are editable up until the filing is submitted. - Once submitted, fields should become read-only. - Include guidance above the fields on the initiate budget filing Step 1: Application number and advice letter can be updated any time before you submit the budget filing. The change would be to keep these fields editable a week after filings deadline, or the other option is always editable. Problem it solves: SCE & PGE need to update their application ID for 2028-2031. Gary: We need the budget filing receipt to include in our application which we need a couple days at least ahead of actually filing the application for our case admin to properly include it in the application. But, don’t have our application number until we file. When it’s an Advice Letter like a TUAL or MCAL, our Case Admin can give it a number a couple of days earlier. Can we change the lock time frame to a day after the deadline? Amy: From the ED perspective, we acknowledge that it takes a few days to process application numbers (as with Decisions, Resolutions, Advice Letters, and other docs) so we do allow this time after filing to update that number and add a link to the docs.
cedars team 4 days ago
2026
Feature Request
Planned
Update Application Number & link for filings 2028-2031 after submission
Current Field Behavior implemented as part of this ticket: - All three fields are editable up until the filing is submitted. - Once submitted, fields should become read-only. - Include guidance above the fields on the initiate budget filing Step 1: Application number and advice letter can be updated any time before you submit the budget filing. The change would be to keep these fields editable a week after filings deadline, or the other option is always editable. Problem it solves: SCE & PGE need to update their application ID for 2028-2031. Gary: We need the budget filing receipt to include in our application which we need a couple days at least ahead of actually filing the application for our case admin to properly include it in the application. But, don’t have our application number until we file. When it’s an Advice Letter like a TUAL or MCAL, our Case Admin can give it a number a couple of days earlier. Can we change the lock time frame to a day after the deadline? Amy: From the ED perspective, we acknowledge that it takes a few days to process application numbers (as with Decisions, Resolutions, Advice Letters, and other docs) so we do allow this time after filing to update that number and add a link to the docs.
cedars team 4 days ago
2026
Feature Request
Update Otter so that CMPA is no longer part of workflow
The CMPA is an older site and periodically goes offline. We could eliminate CMPA from the CPR process PAs could upload their BMU files directly to Otter themselves This would save time over the current process where PA uploaded BMU files are downloaded from CMPA and uploaded to Otter by the CPR team. Otter could include a shared folder for each project that PAs and ED could use to to post/share project files.
Jennifer Scheuerell 8 days ago
Feedback
Update Otter so that CMPA is no longer part of workflow
The CMPA is an older site and periodically goes offline. We could eliminate CMPA from the CPR process PAs could upload their BMU files directly to Otter themselves This would save time over the current process where PA uploaded BMU files are downloaded from CMPA and uploaded to Otter by the CPR team. Otter could include a shared folder for each project that PAs and ED could use to to post/share project files.
Jennifer Scheuerell 8 days ago
Feedback
Planned
2024-27 Application Record Level Data appears to be wrong file
We are looking for the 2024-27 application record level data but when we click the button on the Data page it takes us to the 2024-25 TUAL data instead. Our evaluators need the actual 2024-27 record level filings.
Amyreardon 5 days ago
2026
Bug Reports
Planned
2024-27 Application Record Level Data appears to be wrong file
We are looking for the 2024-27 application record level data but when we click the button on the Data page it takes us to the 2024-25 TUAL data instead. Our evaluators need the actual 2024-27 record level filings.
Amyreardon 5 days ago
2026
Bug Reports
To Be Considered
Add fields to track participant type and number of participants
Topic discussed during the March 5, 2026 PCG meeting.
Jennifer Scheuerell 16 days ago
2026 Claim Spec Update Queue
Feedback
To Be Considered
Add fields to track participant type and number of participants
Topic discussed during the March 5, 2026 PCG meeting.
Jennifer Scheuerell 16 days ago
2026 Claim Spec Update Queue
Feedback
Consider adding a new user type for PA staff to upload load shapes
In the March 5 PCG meeting it came up that we may benefit from adding a new user type in CEDARS for users to upload load shapes but not have access to the other PA data reporting tools.
Jennifer Scheuerell 16 days ago
Feedback
Consider adding a new user type for PA staff to upload load shapes
In the March 5 PCG meeting it came up that we may benefit from adding a new user type in CEDARS for users to upload load shapes but not have access to the other PA data reporting tools.
Jennifer Scheuerell 16 days ago
Feedback
CEDARS Record Level Data Resides on Different Server
Hi CEDARS Team, Our Program Ops team is attempting to download record level data from the following module in CEDARS. https://cedars.cpuc.ca.gov/reports/record-level/SDGE/ We can successfully retrieve all Budget Filing data for every filing with the exception of the following: 2024-2027 Application Filing 2026-2027 True-up Budget Filing SDGE Cybersecurity is blocking the links to these files with the following message “The web application you are trying to access is being blocked because it violates company policy”. When I investigated this further, I noticed that the URL source is different for these two and start with the following: https://edcentralserver.files.com/f/ Whereas everything else that we can access without issue start with the following: https://cedars.cpuc.ca.gov/reports/download-record-level-report/sdge Is there any reason the two sources being blocked on our side reside on “edcentralserver.files”? And, could this be moved to “cedars.cpuc.ca.gov”? This is a time sensitive request since our filing due date is around the corner.
ggreen 17 days ago
Data Tab
Feedback
CEDARS Record Level Data Resides on Different Server
Hi CEDARS Team, Our Program Ops team is attempting to download record level data from the following module in CEDARS. https://cedars.cpuc.ca.gov/reports/record-level/SDGE/ We can successfully retrieve all Budget Filing data for every filing with the exception of the following: 2024-2027 Application Filing 2026-2027 True-up Budget Filing SDGE Cybersecurity is blocking the links to these files with the following message “The web application you are trying to access is being blocked because it violates company policy”. When I investigated this further, I noticed that the URL source is different for these two and start with the following: https://edcentralserver.files.com/f/ Whereas everything else that we can access without issue start with the following: https://cedars.cpuc.ca.gov/reports/download-record-level-report/sdge Is there any reason the two sources being blocked on our side reside on “edcentralserver.files”? And, could this be moved to “cedars.cpuc.ca.gov”? This is a time sensitive request since our filing due date is around the corner.
ggreen 17 days ago
Data Tab
Feedback
In Testing
Claims SCG Q4 confirmed dashboard TSB wrong
Data is not populating correctly in the confirmed dashboard and Claim record-level download after YR was accidentally uploaded, cancelled, Q4 reopened and new data uploaded and confirmed. E.g. Claim YTD TSB should be around $200,000 but is showing less.
cedars team 10 days ago
2026
Bug Reports
In Testing
Claims SCG Q4 confirmed dashboard TSB wrong
Data is not populating correctly in the confirmed dashboard and Claim record-level download after YR was accidentally uploaded, cancelled, Q4 reopened and new data uploaded and confirmed. E.g. Claim YTD TSB should be around $200,000 but is showing less.
cedars team 10 days ago
2026
Bug Reports
BPA Filing and Unmatching Segments Currently in CEDARS
Good Morning, In preparation for the upcoming BPA filing, I want to make sure there will not be an upload error or another error due to having a mismatch between current program segments and new program segments noted in the BPA for the same program numbers. Would someone be able to provide guidance?
KLarsonTCR 15 days ago
Feedback
BPA Filing and Unmatching Segments Currently in CEDARS
Good Morning, In preparation for the upcoming BPA filing, I want to make sure there will not be an upload error or another error due to having a mismatch between current program segments and new program segments noted in the BPA for the same program numbers. Would someone be able to provide guidance?
KLarsonTCR 15 days ago
Feedback
PCE ETA budgets for 2026-2027
Resolution E-5442 approved PCE to Elect to Administer for a total of $2,974,494 from August 1, 2025 through July 31, 2028. These budgets are not currently reflected in CEDARS but PCE is reporting expenditures via CEDARS. PCE would like the budgets reflected in CEDARS to avoid the appearance of overspend.
PCE_TEC 2 days ago
2026
Feedback
PCE ETA budgets for 2026-2027
Resolution E-5442 approved PCE to Elect to Administer for a total of $2,974,494 from August 1, 2025 through July 31, 2028. These budgets are not currently reflected in CEDARS but PCE is reporting expenditures via CEDARS. PCE would like the budgets reflected in CEDARS to avoid the appearance of overspend.
PCE_TEC 2 days ago
2026
Feedback
Updates/next steps on 2023-2024 claims revisions
PCE would like an update or discussion of next steps on getting 2023-2024 claims updated per previous conversations/data provided.
PCE_TEC 2 days ago
2026
Feedback
Updates/next steps on 2023-2024 claims revisions
PCE would like an update or discussion of next steps on getting 2023-2024 claims updated per previous conversations/data provided.
PCE_TEC 2 days ago
2026
Feedback
Ensure removed programs don't appear in budget filing dashboard
MCE uploaded data for a program and then removed it from their filing. The program still appears in their dashboard but it should not. Update CEDARS to ensure programs that are removed after CE data are uploaded are excluded from the dashboard.
Jennifer Scheuerell 2 days ago
2026
Bug Reports
Ensure removed programs don't appear in budget filing dashboard
MCE uploaded data for a program and then removed it from their filing. The program still appears in their dashboard but it should not. Update CEDARS to ensure programs that are removed after CE data are uploaded are excluded from the dashboard.
Jennifer Scheuerell 2 days ago
2026
Bug Reports
In Progress
Impact profiles and DST
Good afternoon! My understanding is that both impact profiles and avoided costs follow the “1-8760 hrs” format. I would like to prepare a “heat diagram” to show where the highest value savings occur. I do this by multiplying hourly avoided cost x impact profile hourly factors. In the Impact Profile FAQ it says that “…the need for special handling during DST is eliminated.” It is not clear to me, if the resulting heat diagram, as summarized and shown below, is in Standard or Prevailing Time. Thanks, Olaf Roepke
oroepke 3 days ago
2026
Feedback
In Progress
Impact profiles and DST
Good afternoon! My understanding is that both impact profiles and avoided costs follow the “1-8760 hrs” format. I would like to prepare a “heat diagram” to show where the highest value savings occur. I do this by multiplying hourly avoided cost x impact profile hourly factors. In the Impact Profile FAQ it says that “…the need for special handling during DST is eliminated.” It is not clear to me, if the resulting heat diagram, as summarized and shown below, is in Standard or Prevailing Time. Thanks, Olaf Roepke
oroepke 3 days ago
2026
Feedback
2026 Fixed Development
Company Name in PII Site Table
Add “Company Name” or something similar to the PII Site Table. This would help in the data collection for evaluators and eliminate a separate data request. Sometimes, the Service Account owner isn’t the related to the Business Name (Could be a Trust, Franchise Owner, etc.) and the business name helps the evaluators find the actual business better for contacting.
GGolden42 19 days ago
2026
Feature Request
2026 Fixed Development
Company Name in PII Site Table
Add “Company Name” or something similar to the PII Site Table. This would help in the data collection for evaluators and eliminate a separate data request. Sometimes, the Service Account owner isn’t the related to the Business Name (Could be a Trust, Franchise Owner, etc.) and the business name helps the evaluators find the actual business better for contacting.
GGolden42 19 days ago
2026
Feature Request
Investigation Claims: SWWH028 Application Date Validation vs Installation Date Guidance
BAYREN reports that CEDARS validation is blocking Q4 2025 claims because Claim.ApplicationDate falls outside the effective dates of the selected MeasDetailID. This conflicts with prior guidance to determine the measure package version based on Claim.InstallationDate rather than Claim.ApplicationDate. Upload QC Summary: https://cedars-2.cpuc.ca.gov/claims/upload-summary/646/ Example Failure Claim example: BAY-2025-MF-012119-SWWH028-06 Application Date: 07-Nov-2024 MeasDetailID effective dates: 01-Jan-2025 to 31-Jul-2025 Result: Application Date is outside the allowed range. Current Behavior MeasDetailID values and start and end dates are sourced from eTRM. CEDARS validates against Application Date. Validation is working as designed. Issue Policy guidance suggests versioning may be based on Installation Date. System validation enforces Application Date. BAYREN’s workaround is to revert to Application Date versioning. If unresolved, all 2025 claims may need revision before annual reporting. Key Questions Should SWWH028 using A.O.Smith CAHP-120 Heat Pump Water Heater (other than Multi-Family) eligibility be based on Installation Date instead of Application Date? Is this measure-specific or a broader rule change? Should CEDARS override eTRM dates, or must eTRM be updated? What are the impacts of changing validation logic?
cedars team About 1 month ago
2026
Feedback
Investigation Claims: SWWH028 Application Date Validation vs Installation Date Guidance
BAYREN reports that CEDARS validation is blocking Q4 2025 claims because Claim.ApplicationDate falls outside the effective dates of the selected MeasDetailID. This conflicts with prior guidance to determine the measure package version based on Claim.InstallationDate rather than Claim.ApplicationDate. Upload QC Summary: https://cedars-2.cpuc.ca.gov/claims/upload-summary/646/ Example Failure Claim example: BAY-2025-MF-012119-SWWH028-06 Application Date: 07-Nov-2024 MeasDetailID effective dates: 01-Jan-2025 to 31-Jul-2025 Result: Application Date is outside the allowed range. Current Behavior MeasDetailID values and start and end dates are sourced from eTRM. CEDARS validates against Application Date. Validation is working as designed. Issue Policy guidance suggests versioning may be based on Installation Date. System validation enforces Application Date. BAYREN’s workaround is to revert to Application Date versioning. If unresolved, all 2025 claims may need revision before annual reporting. Key Questions Should SWWH028 using A.O.Smith CAHP-120 Heat Pump Water Heater (other than Multi-Family) eligibility be based on Installation Date instead of Application Date? Is this measure-specific or a broader rule change? Should CEDARS override eTRM dates, or must eTRM be updated? What are the impacts of changing validation logic?
cedars team About 1 month ago
2026
Feedback
No Fix Required
Wrong Claim Quarter Status
The All Claims Dashboard shows the PAs’ claim submission status: Q1-4 and “YR” to indicate their Annual Report submissions, due May 1 each year. The status for the PAs shows “YR” when I believe it should be Q4.
Amyreardon 11 days ago
2026
Bug Reports
No Fix Required
Wrong Claim Quarter Status
The All Claims Dashboard shows the PAs’ claim submission status: Q1-4 and “YR” to indicate their Annual Report submissions, due May 1 each year. The status for the PAs shows “YR” when I believe it should be Q4.
Amyreardon 11 days ago
2026
Bug Reports
Ability to upload into the CEDARS data sets any updates that occur after claim years are closed
SCE would like to upload into the CEDARS data sets any updates that occur after claim years are closed. Currently when changes are found for claims (or could be any report) after the year end is closed out, The ability to change those claims and refile our annual report and have the appropriate data in dashboards is not available. (or not available without reopening everything that happened subsequently. Currently when we amend our reports, we submit with our amended reports a redline of the claims output but it doesn’t get into CEDARS. I’m thinking it would be a new module possibly. We’ve actually had to revise our claims with late data received from our implementers for the past few years. Minor changes but it causes the data to be off in dashboards. This would also allow for Annual QC issues to be updated without having to reopen the claim year.
GGolden42 About 1 month ago
Feature Request
Ability to upload into the CEDARS data sets any updates that occur after claim years are closed
SCE would like to upload into the CEDARS data sets any updates that occur after claim years are closed. Currently when changes are found for claims (or could be any report) after the year end is closed out, The ability to change those claims and refile our annual report and have the appropriate data in dashboards is not available. (or not available without reopening everything that happened subsequently. Currently when we amend our reports, we submit with our amended reports a redline of the claims output but it doesn’t get into CEDARS. I’m thinking it would be a new module possibly. We’ve actually had to revise our claims with late data received from our implementers for the past few years. Minor changes but it causes the data to be off in dashboards. This would also allow for Annual QC issues to be updated without having to reopen the claim year.
GGolden42 About 1 month ago
Feature Request