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Update claim 2024 deemed date validation rules

Testing Feedback

Some of the deemed data validation rules are not yet well enough defined to include in the 2024 claim specification and are being postponed to the 2025 claim specification. The rules being postponed are:

Claim.InstallationDate is within the year of Measure.ClaimYearQuarter when Claim.ClaimType equals 'Deemed' and Claim.PermitIssuanceDate is empty and Measure.PrgID does not start with 'SW_HVAC' and Measure.PrgID does not equal ‘SW_PLA’. 
Claim.ShipmentDate is required when Measure.DeliveryType equals 'UpDeemed' and Measure.Upstream_Flag equals true.
Claim.SalesDate is required when Measure.DeliveryType equals 'UpDeemed' and Measure.Upstream_Flag equals false.
Claim.ComplianceCertDate is required when Measure.MeasImpactType equals ‘Deem-WP-NC-AE'.
Claim.PermitIssuanceDate is within the year of Measure.ClaimYearQuarter when Claim.ClaimType equals 'Deemed' and Claim.PermitIssuanceDate is populated.

With the postponement of those rules, some of the other date rules require updated conditional logic to correctly identify the subset of data that has the rule applied. The updated rules are:

Shipment Date

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

Measure.DeliveryType equals ‘UpDeemed’ 
and Claim.UpstreamFlag equals true 
and Claim.ShipmentDate is not empty

Sales Date

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

Measure.DeliveryType equals ‘UpDeemed’ 
and Claim.UpstreamFlag equals false 
and Claim.SalesDate is not empty

Permit Date

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

Measure.DeliveryType starts with ‘DnDeem’ 
and Claim.PermitIssuanceDate is not empty

Compliance Cert Date

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

Measure.DeliveryType equals ‘DnDeemed’ 
and Claim.PermitIssuanceDate is empty 
and Claim.ComplianceCertDate is not empty 
and Claim.ComplianceCertDate is on or before Claim.ApplicationDate.

Installation Date

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

Measure.DeliveryType equals ‘DnDeemDI’ 
and Claim.PermitIssuanceDate is empty 
and Claim.InstallationDate is on or before Claim.ApplicationDate.
Measure.DeliveryType equals ‘DnDeemed’ 
and Claim.PermitIssuanceDate is empty 
and Claim.ComplianceCertDate is empty 
and Claim.InstallationDate is on or before Claim.ApplicationDate.

Application Date

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

Measure.DeliveryType equals ‘UpDeemed’ 
and Claim.UpstreamFlag equals true 
and Claim.ShipmentDate is empty 
Measure.DeliveryType equals ‘UpDeemed’ 
and Claim.UpstreamFlag equals false 
and Claim.SalesDate is empty 
Measure.DeliveryType equals ‘DnDeemed’ 
and Claim.PermitIssuanceDate is empty 
and Claim.ComplianceCertDate is not empty 
and Claim.ApplicationDate is before Claim.ComplianceCertDate
Measure.DeliveryType equals ‘DnDeemed’ 
and Claim.PermitIssuanceDate is empty 
and Claim.ComplianceCertDate is empty
and Claim.ApplicationDate is before Claim.InstallationDate
Measure.DeliveryType equals ‘DnDeemDI’ 
and Claim.PermitIssuanceDate is empty 
and Claim.ApplicationDate is before Claim.InstallationDate
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Posted by Jennifer Scheuerell ·
Status: Completed5 comments

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Comments5

  • sacharya

    •

    Dec 5, 2024

    Hi CEDARS team,

    SCG continues to encounter ‘restricted perm=1’ flag errors in our quarterly reports, affecting 1,700 claims. This issue relates to the RestrictedPerm=1 validation, which CEDARS committed to update before the 2024 Q3 report to ignore the validation if the SavingsCalcDate is prior to 1/1/2024. It appears that these changes have not yet been implemented. Could you please look into this?

    Thanks

    Sapan

  • cedars team

    Team•

    Aug 29, 2024

    I believe the issues with the updated implementation of the deemed date rules have been resolved per Basecamp feedback from Roopa: “Item #3 was tested using PG&E's Q2 claims. This did not include upstream and midstream records. Hence, I can't confirm if upstream/midstream date rules are working as expected.”

  • cedars team

    Team•

    Aug 23, 2024

    We have implemented Jake's feedback. If any PAs would like to test this, it's on staging.

    The changes made were:

    REMOVE

    Claim.PermitIssuanceDate is within the year of Measure.ClaimYearQuarter when Claim.ClaimType equals 'Deemed' and Claim.PermitIssuanceDate is populated.

    INSTALLATION DATE CHANGED TO

    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').

    TYPO FIXED AND CHANGED TO

    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'.

  • [Deleted User]

    •

    Aug 22, 2024

    Hi All,

    PG&E identified a few typos in the new claim rules that were published to staging from what we had proposed. https://cedars-staging.sound-data.com/claims/specification/data-rules/download-all-fields-and-rules
    The typos are identified in the document attached on basecamp (featurebase doesn’t support word or pdf).  https://asset1.basecamp.com/2320550/projects/19561224/attachments/499481728

    A summary:

    • InstallationDate rule says "does not equal" instead of "equals" in 2 places for the delivery type check.  This results in the rule not being applied and not checking the Measure Package is valid.

    • In the PermitIssuanceDate rule, delivery type is "DnDeem" but the proper value is "DnDeemed"


    PG&E also recommends the removal of the below rule.  This rule wasn't included in Jenn's original list but isn't a valid rule.  PermitIssuanceDate is to be used for what Measure Package is valid, but is not a proxy for installation date.  The installation date logic was already removed, but for HVAC measures installation date was PermitCompleteDate not PermitIssuanceDate in the staff guidance document.  We don't make claims until installation and verification is done and the issuance date shouldn't be used as a proxy here.

    • Claim.PermitIssuanceDate is within the year of Measure.ClaimYearQuarter when Claim.ClaimType equals 'Deemed' and Claim.PermitIssuanceDate is populated. 


    Thank You,

    Jake