Investigation Claims: SWWH028 Application Date Validation vs Installation Date Guidance

BAYREN reports that CEDARS validation is blocking Q4 2025 claims because Claim.ApplicationDate falls outside the effective dates of the selected MeasDetailID.

This conflicts with prior guidance to determine the measure package version based on Claim.InstallationDate rather than Claim.ApplicationDate.

Upload QC Summary: https://cedars-2.cpuc.ca.gov/claims/upload-summary/646/

Example Failure

Claim example: BAY-2025-MF-012119-SWWH028-06

• Application Date: 07-Nov-2024

• MeasDetailID effective dates: 01-Jan-2025 to 31-Jul-2025

Result: Application Date is outside the allowed range.

Current Behavior

• MeasDetailID values and start and end dates are sourced from eTRM.

• CEDARS validates against Application Date.

• Validation is working as designed.

Issue

• Policy guidance suggests versioning may be based on Installation Date.

• System validation enforces Application Date.

• BAYREN’s workaround is to revert to Application Date versioning.
  If unresolved, all 2025 claims may need revision before annual reporting.

Key Questions

1. Should SWWH028 using A.O.Smith CAHP-120 Heat Pump Water Heater (other than Multi-Family) eligibility be based on Installation Date instead of Application Date?

2. Is this measure-specific or a broader rule change?

3. Should CEDARS override eTRM dates, or must eTRM be updated?

4. What are the impacts of changing validation logic?