Changelog

August 27th, 2024

Specification

Claims

2024 Claim Specification update

Active Claim submission

The Active Claim submission was set to Q2 so that Program Administrators can upload Q1 and Q2 data simultaneously.

Table Changes

RENAMED FIELDS

  • Measure.CEInputID to Measure.ClaimID

  • Measure.PA to Measure.IOU_AC_Territory

REMOVED FIELDS

  • Claim.ImplementationID (to be replaced by MeasDetailID)

  • Claim.LGP_Flag

  • Claim.SchoolIdentifier

  • Claim.SEM_ProgramCycle (to be replaced by Claim.SEM_Phase)

  • Claim.SEM_ReportingPeriod (to be replaced by Claim.SEM_Phase)

  • Claim.SEM_ProgramYear (to be replaced by Claim.SEM_Phase)

ADDED FIELDS

  • Claim.ShipmentDate (date)

  • Claim.SalesDate (date)

  • Claim.OriginalMeterInstallYear (required for IOU fuel sub, integer)

  • Claim.TotalCustomerInfrastructureCosts (required for IOU fuel sub, numeric)

  • Claim.Underserved_Flag (Equity, true/false)

  • Claim.CA_Flag (HTR Cultural Accessibility, true/false)

  • Claim.LG_Flag (HTR, true/false)

  • Claim.IDSM_DR (numeric)

  • Claim.IDSM_DER (numeric)

  • Claim.SEM_Phase (replaces three existing SEM fields, text, value list)

  • PII_Site.SchoolIdentifier (text)

Value List Changes

ADDED VALUE LIST

New CEDARS value list SEM_Phase. Value list options:

  • SEM Program Cycle 1, Reporting Period 1, Program Year 1

  • SEM Program Cycle 1, Reporting Period 2, Program Year 2

  • SEM Program Cycle 2, Reporting Period 1, Program Year 3

  • SEM Program Cycle 2, Reporting Period 2, Program Year 4

  • SEM Program Cycle 3, Reporting Period 1, Program Year 5

  • SEM Program Cycle 3, Reporting Period 2, Program Year 6

EDITED VALUE LIST

  • Added climate zones 6 and 8 to SDGE Avoided Cost combinations

  • 2024 was added to the FundingCycle value list

Validation Changes

REMOVED FUEL SUBSTITUTION RULES

Measure.UnitkWh1stBaseline is greater than 0 when (Measure.MeasImpactType ends with 'NC-AE' or Measure.MeasImpactType ends with 'FuelSub') and (Measure.UnitTherm1stBaseline is less than or equal to 0).
Measure.UnitTherm1stBaseline is greater than 0 when (Measure.MeasImpactType ends with 'NC-AE' or Measure.MeasImpactType ends with 'FuelSub') and (Measure.UnitkWh1stBaseline is less than or equal to 0).

REMOVED DEEMED DATE RULES

Claim.ApplicationDate is on or before the end dates of all the values supplied of Claim.BldgHVAC, Claim.BldgVint, Claim.DEER_MeasureID, Claim.MeasDetailID, Measure.BldgType, Measure.DeliveryType, Measure.EUL_ID, Measure.MeasAppType, Measure.MeasImpactType, Measure.NTG_ID, Measure.TechGroup and Measure.TechType when (Measure.MeasAppType equals 'NC' or Measure.DeliveryType does not equal 'UpDeemed') and (Claim.ApplicationDate is less than 60 days before the date of Claim.InstallationDate and Claim.ClaimType equals 'Deemed').
Claim.ApplicationDate is on or before the end dates of all the values supplied of Claim.BldgHVAC, Claim.BldgVint, Claim.DEER_MeasureID, Claim.MeasDetailID, Measure.BldgType, Measure.DeliveryType, Measure.EUL_ID, Measure.MeasAppType, Measure.MeasImpactType, Measure.NTG_ID, Measure.TechGroup and Measure.TechType when Measure.UseCategory equals 'HVAC' andClaim.ApplicationDate is less than 90 days before the date of Claim.InstallationDate and Claim.ClaimType equals 'Deemed'.
Claim.InstallationDate is on or after the start dates of all the values supplied of Claim.BldgHVAC, Claim.BldgVint, Claim.DEER_MeasureID, Claim.MeasDetailID, Measure.BldgType, Measure.DeliveryType, Measure.EUL_ID, Measure.MeasAppType, Measure.MeasImpactType, Measure.NTG_ID, Measure.TechGroup and Measure.TechType when Claim.ClaimType equals 'Deemed'.
Claim.InstallationDate is less than 60 days after the end dates of all the values supplied of Claim.BldgHVAC, Claim.BldgVint, Claim.DEER_MeasureID, Claim.MeasDetailID, Measure.BldgType, Measure.DeliveryType, Measure.EUL_ID, Measure.MeasAppType, Measure.MeasImpactType, Measure.NTG_ID, Measure.TechGroup and Measure.TechType when (Measure.MeasAppType equals 'NC' or Measure.DeliveryType does not equal 'UpDeemed') and (Claim.ApplicationDate is more than 60 days before the date of Claim.InstallationDate and Claim.ClaimType equals 'Deemed').
Claim.InstallationDate is less than 90 days after the end dates of all the values supplied of Claim.BldgHVAC, Claim.BldgVint, Claim.DEER_MeasureID, Claim.MeasDetailID, Measure.BldgType, Measure.DeliveryType, Measure.EUL_ID, Measure.MeasAppType, Measure.MeasImpactType, Measure.NTG_ID, Measure.TechGroup and Measure.TechType when Measure.UseCategory equals 'HVAC' and Claim.ApplicationDate is more than 90 days before the date of Claim.InstallationDate and Claim.ClaimType equals 'Deemed'.
Claim.InstallationDate is on or before the end dates of all the values supplied of Claim.BldgHVAC, Claim.BldgVint, Claim.DEER_MeasureID, Claim.MeasDetailID, Measure.BldgType, Measure.DeliveryType, Measure.EUL_ID, Measure.MeasAppType, Measure.MeasImpactType, Measure.NTG_ID, Measure.TechGroup and Measure.TechType when Measure.MeasAppType does not equal 'NC' and Measure.UseCategory does not equal 'HVAC' and Measure.DeliveryType does not equal 'UpDeemed' and Claim.ClaimType equals 'Deemed'.

ADDED DEEMED DATE RULES

Claim.ApplicationDate is within the start and end dates of all the values supplied of Claim.BldgHVAC, Claim.DEER_MeasureID, Claim.MeasDetailID, Measure.BldgType, Measure.EUL_ID, Measure.MeasImpactType, Measure.NTG_ID, Measure.TechGroup and Measure.TechType when (Claim.ShipmentDate is empty and Measure.DeliveryType equals 'UpDeemed' and Measure.Upstream_Flag equals 'True') or (Claim.SalesDate is empty and Measure.DeliveryType equals 'UpDeemed' and Measure.Upstream_Flag equals 'False') or (Claim.ApplicationDate is before Claim.ComplianceCertDate and Claim.ComplianceCertDate is populated and Claim.PermitIssuanceDate is empty and Measure.DeliveryType equals 'DnDeemed') or (Claim.ApplicationDate is before Claim.InstallationDate and Claim.ComplianceCertDate is empty and Claim.PermitIssuanceDate is empty and Measure.DeliveryType equals 'DnDeemed') or (Claim.ApplicationDate is before Claim.InstallationDate and Claim.PermitIssuanceDate is empty and Measure.DeliveryType equals 'DnDeemDI').
Claim.ComplianceCertDate is within the start and end dates of all the values supplied of Claim.BldgHVAC, Claim.DEER_MeasureID, Claim.MeasDetailID, Measure.BldgType, Measure.EUL_ID, Measure.MeasImpactType, Measure.NTG_ID, Measure.TechGroup and Measure.TechType when Claim.PermitIssuanceDate is empty and Claim.ComplianceCertDate is populated and Measure.DeliveryType equals 'DnDeemed' and Claim.ComplianceCertDate is on or before Claim.ApplicationDate.
Claim.InstallationDate is within the start and end dates of all the values supplied of Claim.BldgHVAC, Claim.DEER_MeasureID, Claim.MeasDetailID, Measure.BldgType, Measure.EUL_ID, Measure.MeasImpactType, Measure.NTG_ID, Measure.TechGroup and Measure.TechType when (Claim.InstallationDate is on or before Claim.ApplicationDate and Claim.PermitIssuanceDate is empty and Measure.DeliveryType equals 'DnDeemDI') or (Claim.ComplianceCertDate is empty and Claim.InstallationDate is on or before Claim.ApplicationDate and Claim.PermitIssuanceDate is empty and Measure.DeliveryType equals 'DnDeemed').
Claim.PermitIssuanceDate is within the start and end dates of all the values supplied of Claim.BldgHVAC, Claim.DEER_MeasureID, Claim.MeasDetailID, Measure.BldgType, Measure.EUL_ID, Measure.MeasImpactType, Measure.NTG_ID, Measure.TechGroup and Measure.TechType when Claim.PermitIssuanceDate is populated and Measure.DeliveryType starts with 'DnDeem'.
Claim.ShipmentDate is within the start and end dates of all the values supplied of Claim.BldgHVAC, Claim.DEER_MeasureID, Claim.MeasDetailID, Measure.BldgType, Measure.EUL_ID, Measure.MeasImpactType, Measure.NTG_ID, Measure.TechGroup and Measure.TechType when Claim.ShipmentDate is populated and Measure.DeliveryType equals 'UpDeemed' and Measure.Upstream_Flag equals true.
Claim.SalesDate is within the start and end dates of all the values supplied of Claim.BldgHVAC, Claim.DEER_MeasureID, Claim.MeasDetailID, Measure.BldgType, Measure.EUL_ID, Measure.MeasImpactType, Measure.NTG_ID, Measure.TechGroup and Measure.TechType when Claim.SalesDate is populated and Measure.DeliveryType equals 'UpDeemed' and Measure.Upstream_Flag equals false.

ADDED A RULE TO NOT ALLOW NON-EQUITY DEEMED CLAIMS TO REFERENCE A RESTRICTED PERMUTATION

Claim.MeasDetailID is not 'a restricted permutation' when Claim.ClaimType equals 'Deemed' and Program.ProgramSegment is populated and Program.ProgramSegment does not equal 'Equity'.

ADDED RULES TO EXEMPT NEW GROUPS FROM SITE AND CONTACT DATA REQUIREMENT

Exempt groups

  • Population NMEC

  • ESA (Energy Savings Assistance)

  • C&S (Codes and Standards)

  • Placeholder claims - Where Claim.ClaimID ends with "Placeholder" (case-insensitive)

  • Audits - Where Claim.ClaimID ends with "Audit" (case-insensitive)

Claim.ClaimID matches at least one ContactClaim.ClaimID when Claim.ClaimID does not end with one of ('Audit', 'Placeholder') and Measure.MeasImpactType does not start with 'Cust-NMEC-Pop' and Program.ProgramCategory does not equal 'Energy Savings Assistance' and Program.ProgramSegment is populated and Program.ProgramSegment does not equal 'Codes and Standards'.
Claim.SiteID is required when Claim.ClaimID does not end with one of ('Audit', 'Placeholder') and Measure.MeasImpactType does not start with 'Cust-NMEC-Pop' and Program.ProgramCategory does not equal 'Energy Savings Assistance' and Program.ProgramSegment is populated and Program.ProgramSegment does not equal 'Codes and Standards'.

ADDED RULE TO EXEMPT CMPA REQUIREMENT

Claim.CMPA_ApplicationID is required when Claim.ClaimID does not end with one of ('Audit', 'Placeholder') and Claim.ClaimType equals 'Custom' and Measure.MeasImpactType does not start with 'Cust-NMEC-Pop' and Program.ProgramCategory does not equal 'Energy Savings Assistance' and Program.ProgramSegment is populated and Program.ProgramSegment does not equal 'Codes and Standards'.

ADDED REQUIREMENT RULES FOR NEW FIELDS

Claim.SEM_Phase is empty or is in the SEM_Phase valuelist.
Claim.TotalCustomerInfrastructureCosts is required when Measure.MeasImpactType ends with 'FuelSub'.
Claim.OriginalMeterInstallYear is required when Measure.MeasImpactType ends with 'FuelSub'.
Claim.ComplianceCertDate is required when Measure.MeasImpactType equals 'Deem-WP-NC-AE'.


CHANGE RULE TO ALLOW EUL OF 40 YEARS

Measure.EUL_Yrs is less than or equal to 40.

Data Processing Updates

Stop converting fuel savings for fuel substitution measures in claims.

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

  • Value Lists - All Value Lists, Avoided Cost Combos, SEM Phase