EE Dashboard vs CEDARS Summary - CE Ratios discrepancy

Reported by Yamini (Guidehouse).

We are preparing a draft of the EE dashboard (including 2026-Q1-Q2 data) for publishing on CEDARS-2. As part of our QC, I am comparing the dashboard results against the CEDARS claims summary table and noticed a difference in the Cost Effectiveness (CE) ratios that we are trying to reconcile.

Overall, our TSB, expenditures, and energy savings match the claims summary exactly. However, all CE ratios differ specifically for the Residential sector only. A deeper review shows that the discrepancy for TRC ratios is limited to PG&E, SDG&E, and SCG only. Could you help us understand what may be driving this difference? We are wondering whether the CEDARS summary table applies an additional field, filter, or calculation rule that affects the Residential CE ratios.

Example 2026 TRC CE:

Primary Sector	Dashboard TRC	CEDARS TRC	Diff.
Agricultural	1.01	1.01	0.00
Commercial	1.23	1.23	0.00
Cross-Cutting	0.33	0.33	0.00
Industrial	3.96	3.96	0.00
Portfolio Support	0.00	0.00	0.00
Public	0.33	0.33	0.00
Residential	0.96	1.09	-0.13
Total	0.87	0.91	-0.04

In our dashboard, we currently apply the following filters to the TRC values:

Exclude the following Program Categories:
- C&S
- ESA
- Pension & Benefits
Exclude records where “Excluded from CE” = TRUE