Standardizing NMEC Site-Level Claims Identification

As a program evaluator,
I want a clear and standardized way to identify whether an NMEC claim is initial or final,
So that I can accurately assess claims for the 2023 evaluation and ensure consistency across SEM and Hops.

Functional Requirements:

1. Implement a method to mark NMEC claims as initial or final.

2. Standardize claim identification in a way that aligns with SEM and Hops.

3. Ensure the approach accounts for cases where claims are split across load shapes.

Potential Solutions (To Be Evaluated):

1. Site-Level NMEC Flag

   • Introduce a numeric flag (e.g., 0 = Initial, 1 = Final).

2. Claim ID-Based Approach

   • Differentiate claims using the Claim ID (e.g., metered savings = true-up, estimated savings = initial claim).

3. Comments Field Utilization

   • A standardized format in the comments field is required to indicate the claim type (e.g., “I” for initial, “F” for final).

   • Introduce validation to ensure comments are mandatory for NMEC claims.

Non-Functional Requirements:

1. Ensure the selected solution is scalable and works for SEM and Hops.

2. Provide clear documentation and guidance on the new standard.

3. Ensure data consistency and avoid ambiguity in claim identification.

Acceptance Criteria:

1. Users can easily distinguish between initial and final NMEC claims.

2. The solution maintains compatibility with SEM and Hops.

3. The approach is documented and communicated to relevant stakeholders.