There is no real consensus on the design choice due to minimal engagement in the survey, so I think we should go with the light-touch choice. If deemed valuable or important, changes to the overall table design can come at a later date.

@cedars team SW allocation factors download in staging looks good to me. Thank you.

Requirements Meeting on 9/3/24

• Feature is to be available to all users (public / not logged in)

• Where should it go?

  • Statewide programs page

  • Maybe near the “Download Programs” button (deferred to designer)

• File for download will be a .csv

• Will be an independent download and button

  • i.e. it will not added to the existing “Download Programs” button

• Will be a dynamic file - when data in CEDARS change the download file contents will also update

• Data will include all IOUs and all years (file will still be small)

Background

• These data have been provided via email on request in the past, often around budget filing submissions

• These data are public in CEDARS currently so there are no data security / privacy concerns with the feature

No assigned task priority in Motive Power ranking.

Per the Requirements Gathering Session on 9/3/24.
Attendees: Roopa Reddy, Greg Green, Gary Golden, David Padilla, Alison Kulka, Stephanie Shkolnikov, Sonja Loader-Jurac and Jenn Scheuerell

Requirements: Enable Download of Statewide Program Allocation Factors

• What are the main goals and objectives of this development request?

  1. For users to self-serve and obtain the statewide program allocation factors data

  2. To immediately have access to the data when desired.

• What problem are we trying to solve with this development request?

  1. Statewide Program Allocation Factors data must be requested from/provided by the development team on an ad hoc basis by users.

  2. Users must specifically request this information through the development team. Users have communicated that this is an inconvenience and not an immediate solution or readily available.

• What specific features or functionalities do you need?

  1. Downloadable Statewide Program Allocation Factors report

     • This report is a .csv file

     • This report contains data for all IOU’s

     • This report is for all years

     • Download available for all users (unauthenticated, community, CPUC and PA’s)

     • File available for download will contain the most recent data available

• Are there any security, compliance, or regulatory requirements?

  1. Requirements gathering session confirmed there are no security requirements, compliance or regulatory requirements for this effort

  2. This data is available and approved for all users to access

• Are there any technical constraints or limitations we should be aware of?

  1. No constraints or limitations were communicated by the development team during requirements gathering

• Are there potential risks and how should we mitigate them?

  1. No risks were identified by either the development team or stakeholders during requirements gathering session

• How will we validate that the requirements are being met?

  1. Development team will demo the functionality and take feedback from stakeholders

  2. Stakeholders will test this functionality in the staging environment

  3. Stakeholders will provide feedback per testing results

• What criteria will be used to accept or reject user acceptance? Define how success will be measured.

  1. All users will navigate to the Programs tab>Statewide Programs

  2. When in the Statewide Programs screen, user will find the download button

  3. User will click download button and be served a .csv file that contains the most updated data for all IOU’s and all years

User journey/flow.

This work is up on testing for anyone who would like a look.

Two questions:

• Does having the SW_PrgID - SW_ProgramName together under the field name “StatewideProgram” in one field work well or would it be better to have each element as its own separate fields?

• Do we want to keep in the file the summary provided by the lead PA last time they updated the factors for that program/year? For example:

  

Tagging @RoopaReddy_PGE

Please include SW_PrgID and SW_ProgramName as separate fields in the download and keep the summary. Thanks.

Question:
Why does the SW factors download have quotes in the filename?
example: 'statewide_factors_20240930.csv'