August 10th, 2026

New

Specification

Claims

2026 Claim Specification Update

New Participant Table

https://cedars.cpuc.ca.gov/claims/specification/data-rules-participant/

A new Participant table has been added to Claim uploads for Program Administrators to report the types and number of participants at the program level.

The table includes the following fields:

PrgID
PrgYear
ParticipantType
SiteID
ParticipantCount
EquityTargeted
DAC
HTR
Underserved
Comments

The Participant table uses a compound primary key made up of PrgID, PrgYear, ParticipantType, and SiteID. Each record must have a unique combination of PrgID, PrgYear, ParticipantType, and SiteID, ignoring letter case. This structure allows a single program site to be associated with multiple participant types. A record with a null SiteID is interpreted as applying to all sites for the given PrgID.

When a new Participant submission is successfully submitted, the old Participant data linked to that submission is replaced with the data from the latest successful submission. Participant records that are not included in the latest successful submission are removed.

For both local and statewide claims, uploaded Participant table data can be found in the “Download Participant Data” file on the active dashboards, and in the “Record-level Measure Input and Cost Effectiveness Output” card ZIP file as a standalone CSV ([PA.code]_participant_data_2026.csv) on the confirmed dashboards.

Inline guidance on the Participant table is available in both the Local and Statewide upload interfaces.

Table Changes

ADDED FIELDS

Claim.ElectricMasterMeter_Flag and Claim.GasMasterMeter_Flag (true/false)

Identify master-metered multifamily properties, distinguishing between electric and gas master metering, to support improved segmentation and analysis of program impacts.

Claim.ParticipantID (text)

Links SEM projects across multiple years so multi-year SEM claims can be tracked, including no-savings claims in inactive years. Required for SEM claims; optional for non-SEM claims.

Measure.UnitTaxCredits (numeric)

Captures Inflation Reduction Act tax incentives to be included with other benefits in the CET TRC calculation.

Measure.FuelID (text)

Identifies the fuel type for a measure so fuel substitution and VEA eligibility can be correctly classified. Accepts only values from the new FuelID value list when populated.

PII_Site.CensusTract (11-character format)

Adds census tract data to sites so program activity and impacts can be analyzed geographically for equity and market coverage.

PII_Site.BusinessName (text)

Captures the actual business name associated with a site for accurate identification and contact.

REMOVED FIELDS

Claim.IDSM_DR

Claim.IDSM_DER

RENAMED FIELDS

CalEPA_Flag to DAC_Flag

Value List Changes

ADDED VALUE LIST

FuelID

New CEDARS value list FuelID, used to validate Measure.FuelID.

AllElec-New	All-electric new construction without gas service where the standard practice baseline is natural gas-burning equipment
EE-Elec-Only	Energy efficiency measure that saves electricity only and does not burn natural gas
EE-Gas	Energy efficiency measure that burns natural gas
Exempt	Energy efficiency measure that saves natural gas but does not burn natural gas.
FuelSub-ToElec	Fuel substitution measure that replaces natural gas-burning equipment with electric-only equipment
FuelSub-ToGas	Fuel substitution measure that replaces electric-only equipment with natural gas-burning equipment
None	A non-saving measure that uses neither electricity nor natural gas

ParticipantType

New CEDARS value list ParticipantType, used to validate Participant.ParticipantType.

Business	Commercial, industrial, agricultural, public sector, or other non-residential entities participating in or benefiting from program activities.
Distributor	Midstream market actor involved in the distribution, wholesaling, or supply chain delivery of eligible products or equipment participating in midstream program activities.
Households	Residential participants, including single-family households and multifamily dwelling units, receiving or benefiting from program measures or services.
Individual	A single person participating directly in a program activity, where participation is tied to the individual rather than a household, business, or organization.
Manufacturer	Upstream market actor responsible for producing eligible products, equipment, or technologies participating in upstream incentive or market transformation programs.
Students	Individuals participating in education, training, workforce, behavioral, or outreach programs where the participant is specifically identified as a student.

EDITED VALUE LIST

FundingCycle: Added new value 2026

MeasDetailID: The date filter that limits value-list options to eligible start dates now rolls forward by one year at year turnover. Extends the cutoff through the end of 2026 to keep the list performant while surfacing the correct upcoming options for the current claim year.

Validation Changes

Participant table

Participant table validation

Participant record uniqueness is enforced on the combination of PrgID, ParticipantType, PrgYear, and SiteID (case-insensitive); duplicate combinations are rejected.
Participant.SiteID matches a valid Site.SiteID when populated. A null-SiteID Participant record cannot coexist with populated-SiteID records for the same PrgID, PrgYear, and ParticipantType, and vice versa.

Participant.PrgID validation

Participant.PrgID is in the Program valuelist.

Participant.PrgYear validation

Participant.PrgYear is for the current claim year.

Participant.ParticipantCount validation

Participant.ParticipantCount is an integer greater than or equal to 1.

Claim table

Claim.ParticipantID validation

Claim.ParticipantID is required when the claim is a SEM claim (SEM MeasImpactType).

Claim.HTR_Flag validation

Claim.HTR_Flag must be False when no valid HTR combination is met, with sector-specific rules applied separately for Residential and Non-Residential.

(Option 1)

HTR_Flag is true if CA_Flag is true

(Option 2)

HTR_Flag is true if OMBCSA_Flag is true and Lang_Flag is true
HTR_Flag is true if DAC_Flag is true and Lang_Flag is true

(non-res)

HTR_Flag is true if OMBCSA_Flag is true and NRSize_Flag is true
HTR_Flag is true if OMBCSA_Flag is true and NRLease_Flag is true
HTR_Flag is true if OMBCSA_Flag is true and LG_Flag is true
HTR_Flag is true if DAC_Flag is true and NRSize_Flag is true
HTR_Flag is true if DAC_Flag is true and NRLease_Flag is true
HTR_Flag is true if DAC_Flag is true and LG_Flag is true

(res)

HTR_Flag is true if OMBCSA_Flag is true and ResLI_Flag is true
HTR_Flag is true if OMBCSA_Flag is true and ResMFMH_Flag is true
HTR_Flag is true if DAC_Flag is true and ResLI_Flag is true
HTR_Flag is true if DAC_Flag is true and ResMFMH_Flag is true

(Option 3)

(non-res)

HTR_Flag is true if Lang_Flag is true and NRSize_Flag is true and NRLease_Flag is true

(res)

HTR_Flag is true if Lang_Flag is true and ResLI_Flag is true and ResMFMH_Flag is true

Claim.SEM_Phase validation

Claim.SEM_Phase is required when Measure.MeasImpactType indicates a SEM claim.
Applies to all claim types and to both zero and non-zero savings claims.

Measure table

Measure.UnitMeaCost2ndBaseline validation

Second baseline cost is required when second baseline savings are populated.

Measure.UnitMeaCost2ndBaseline is greater than 0 when Measure.UnitkW2ndBaseline does not equal 0 or Measure.UnitkWh2ndBaseline does not equal 0 or Measure.UnitTherm2ndBaseline does not equal 0 or Measure.UnitkWhIOUWater2ndBaseline does not equal 0.

Measure.FuelID validation

Measure.FuelID is a valid value from the FuelID value list when populated.

SavingsDate output validation

The validation logic has been updated to include 2026 DeliveryType values: Down, DI, Mid-Retail, Mid-Distr, Up-Manuf.

When Measure.DeliveryType = 'Up-Manuf' and Claim.ClaimType = 'Deemed'
- SavingsDate = ShipmentDate
- If ShipmentDate is null, SavingsDate = ApplicationDate
When Measure.DeliveryType = 'Mid-Distr' or Measure.DeliveryType = 'Mid-Retail' and Claim.ClaimType = 'Deemed'
- SavingsDate = SalesDate
- If SalesDate is null, SavingsDate = ApplicationDate
When Measure.DeliveryType = 'Down' and Claim.ClaimType = 'Deemed'
- SavingsDate = PermitIssuanceDate
- If PermitIssuanceDate is null, SavingsDate is set to the earliest date of ApplicationDate, InstallationDate, or ComplianceCertDate
When Measure.DeliveryType = 'DI' and Claim.ClaimType = 'Deemed'
- SavingsDate = PermitIssuanceDate
- If PermitIssuanceDate is null, SavingsDate is set to the earliest date of ApplicationDate or InstallationDate

PII Site

PII_Site.CensusTract validation

PII_Site.CensusTract is an 11-character value.

Re-ordering of Measure and ProgramCost fields in Claim Specification

The fields in the Measure and ProgramCost data rules pages have been re-ordered to align with the field order required by the CET module.

Clarified SavingsDate as a CEDARS-Generated Field

Claim.SavingsDate has been removed from the Specification as an input because it is a CEDARS-generated field. A description of how SavingsDate is generated has been added to the Claims User Guide.

Data Processing Updates

Societal Cost (SCT) Outputs

SCT Base and SCT High are now displayed in local and statewide Claims dashboards and included in dashboard table downloads, aligning Claims outputs with the CET and matching the implementation already in place for Budget Filings (MCAL).

TRC, PAC, and RIM Alignment with CET

TRC, PAC, and RIM formulas in Claims dashboards have been updated to match CET outputs, so results are consistent across tools.

SavingsDate field download from the Active Dashboard

The SavingsDate field has been removed from the the “Download Claim Inputs” file and added to the “Download CET Output “ file instead, because SavingsDate is a CEDARS-generated field rather than a stakeholder-submitted input.

Impact Profile Source

New output field ImpactProfileSource identifies the source of the impact profile used in a claim (DEER, TOU, or Custom) without requiring additional PA input. Available for both statewide and local claims and included in all specified record-level downloads.

Record-Level Download (Data Tab/Confirmed Dashboards) Updates

The Claims record-level download now reflects all 2026 Claims input changes and CET v25.1 outputs. The new Participant data CSV is exportable as a standalone file zipped alongside the record-level data, for all CEDARS users with record-level download access. Existing export functionality is otherwise unchanged.

Record Level Data Now Updates After Statewide Confirmation

The Claims Record Level Data download now refreshes when Statewide claims are confirmed and allocated.

Previously, Statewide data did not appear in the Record Level Data download until Local claims were confirmed. Users can now access confirmed Statewide data without waiting for Local confirmation.

Specification File Downloads

The following file downloads have been updated to reflect the specification changes:

Claim Data Rules – All Rules
Example Claim Submission – ZIP file and XLSX file
Example claim submission files have been updated to reflect the finalized 2026 Claim Spec structure and validations, and are available in ZIP-compressed CSV and XLSX formats from the Claims Specification page, the Claim Data Rules page, and both the Local and Statewide Upload Claim pages.
Value Lists – All Value Lists, FuelID, ParticipantType, FundingCycle, MeasDetailID.

Fuel Sub Infrastructure

We've added additional information about Fuel Sub Infrastructure reporting to Claims Specification. The reporting of Fuel Sub Infrastructure data is completed outside of Cedars at the same time as Cedars claim submissions. The submission includes:

One Fuel Sub Infrastructure Cost table containing non-PII information.

User Guide

The Claims User Guide has been updated to include additional guidance for the updated Specification, particularly regarding Participant table validation, SavingsDate generation, and Fuel Sub Infrastructure data.