The development tasks agreed to by the CPUC data reporting project coordination group. All tickets tagged 2026

On Hold

Backlog

PCG Top Priority

Fixed Development

Next Up

In Progress

In Testing

Done

Development Plan 2026 

Planned

2026

Metrics and Indicators Spec and Dashboard - Phase 2

Jennifer Scheuerell

The SW 2025Q4 data was confirmed in CEDARS on 2/13. When will the 2025Q4 SW data be included in the 2025 record level data available to download from CEDARS? What triggers an update to the CEDARS record level data download?

2025Q4 Statewide record level data

ecorona1

We need a short window to do maintenance on the production servers. We will schedule a time outside of M-F 9am - 5pm. We will propose a time at least a week in advance of the proposed date and communicate it in a dev demo.

Production server maintenance window

A quick look at the fields brought up at the PCG, If we could add the following attribute choices. <table style="minWidth: 50px"><colgroup><col><col></colgroup><tbody><tr><td colspan="1" rowspan="1" style="height:15.75pt;width:225pt">Field</td><td colspan="1" rowspan="1" style="border-left:none;width:187pt">Add</td></tr><tr><td colspan="1" rowspan="1" style="height:15.75pt;border-top:none">Primary Sector:</td><td colspan="1" rowspan="1" style="border-top:none;border-left:none">Non-Program</td></tr><tr><td colspan="1" rowspan="1" style="height:15.75pt;border-top:none">Sector</td><td colspan="1" rowspan="1" style="border-top:none;border-left:none">Non-Program</td></tr><tr><td colspan="1" rowspan="3" style="border-bottom:.5pt solid black; height:47.25pt;border-top:none">Program Category</td><td colspan="1" rowspan="1" style="border-top:none;border-left:none">Incentive Program</td></tr><tr><td colspan="1" rowspan="1" style="height:15.75pt;border-top:none;border-left: none">Measured Savings</td></tr><tr><td colspan="1" rowspan="1" style="height:15.75pt;border-top:none;border-left: none">Non-Program</td></tr></tbody></table>

Review "Other" program categories: Recommendations for Program Attribute Choices

GGolden42

Small future update: The CET Example file should use the IOU_AC_Territory nomenclature instead of the PA nomenclature. It is currently reinforcing the old nomenclature which is not accepted by the budget filing module.

Update CET Example File

Jake Richardson (PG&E)

As a consultant to the CPUC, DNV is leading the effort to create a library of deemed measure load shapes on CEDARS. This is needed to enable the measure package developers and PAs to upload 2-3 load shapes for each deemed measure permutation in the eTRM for PY2028. These load shapes will be used to determine the quarterly avoided costs for each deemed measure claim as an input to the CET. It will be important to leverage the viewing/calculation capabilities that were developed for the impact profile library. We think there will also be a need to have a second sandbox library that would enable measure package developers to upload load shapes pertinent to a given measure package in preparation for their CET runs. This will need to be ready for use by measure package developers by mid-late spring 2026.&nbsp;This effort is intended to enable the replacement of the legacy DEER load shapes--many of which may no longer accurately represent the hourly distribution of savings--to improve the accuracy of the TSB and TRC of deemed measure.<img data-width="100%" data-align="left" data-featurebase-content-key="64defea38b15fc2614cb036f/static/01994059-b3bf-78ad-b610-1091ca66a817/ss-01994059-b3bf-78ad-b610-1091ca66a817.png" src="https://64defea38b15fc2614cb036f.featurebase-attachments.com/c/static/01994059-b3bf-78ad-b610-1091ca66a817/ss-01994059-b3bf-78ad-b610-1091ca66a817.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260225T130000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260225%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=640946ea4e2f8e40f73a1093f2ad183cb570a56f3c44fce2a570b867de09d44a" data-featurebase-content-filename="ss-01994059-b3bf-78ad-b610-1091ca66a817.png">

Impact Profiles & Load Shapes

2025 Development Plan

Deemed Measure Load Shape Repository

rachel.murray@dnv.com

As a PA, I want the budget filing appendix available for download on my budget and application filing active dashboard to be the newly released version for 28-31.<file-preview-component data-featurebase-content-filename="BPA Workbook Final_02.04.26.xlsx" data-featurebase-content-filesize="4708724" data-featurebase-content-filetype="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet" data-featurebase-content-key="64defea38b15fc2614cb036f/post/69962022195cb2b7988089c9/019c726d-641f-760b-9f54-7babdd76842f/b64u-QlBBIFdvcmtib29rIEZpbmFsXzAyLjA0LjI2Lnhsc3g.xlsx" src="https://64defea38b15fc2614cb036f.featurebase-attachments.com/c/post/69962022195cb2b7988089c9/019c726d-641f-760b-9f54-7babdd76842f/b64u-QlBBIFdvcmtib29rIEZpbmFsXzAyLjA0LjI2Lnhsc3g.xlsx?X-Amz-Expires=3600&amp;X-Amz-Date=20260225T130000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260225%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=f1b88cbd157d8214ba4b16cc4ced831f112d52aebcc02813e8a78f73bc369d48"></file-preview-component>

Budget Filings

Update budget filing appendix template for 28-31

As a PA user, I want to be able to replace an impact profile that was submit by my PA up until it is used in a budget filing or claim.

Allow users to replace a custom impact profile

The Load Shape library is similar to the impact profile library. <img data-width="100%" data-align="left" alt="" data-featurebase-content-key="64defea38b15fc2614cb036f/post/69792fb92845b8cd70a83f83/019c2adf-369d-726c-87e1-b4892ffe360b/b64u-TG9hZCBTaGFwZXMgJiBJbXBhY3QgUHJvZmlsZXMuanBn.jpeg" data-featurebase-content-filename="Load Shapes &amp; Impact Profiles.jpg" src="https://64defea38b15fc2614cb036f.featurebase-attachments.com/c/post/69792fb92845b8cd70a83f83/019c2adf-369d-726c-87e1-b4892ffe360b/b64u-TG9hZCBTaGFwZXMgJiBJbXBhY3QgUHJvZmlsZXMuanBn.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260225T130000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260225%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=b2361635005ab7adad02ef06e0e7b2b521f48a152dbeeeb135c6f97b738460c4"> As a PA user, I want to access the load shape area in the Impact Profile module, where I can select a draft measure package from the eTRM list and view the list of unique load shapes in that measure package, so I can determine which load shape data to prepare and upload to create load shape derived impact profiles.<ul><li>PA users have access to the load shape area within the Impact Profile library</li><li>When a PA user goes to add a load shape, they can view the draft measure package available to their PA</li><li>They can select a draft measure package, and CEDARS displays the measure packages' unique load shapes list</li><li>If no draft measure packages are available, a clear message explains what this means and what to do next</li><li>If the package details cannot be loaded, a clear error message is shown that does not assume prior setup or existing dataDisplay the date the list was last synced </li></ul>As a PA user, I want to upload a load shape file for a draft measure package. File upload succeeds<ul><li>Upload is linked to the selected draft measure package</li><li>UI confirms upload success</li></ul>As a PA user, I want CEDARS to read and validate my uploaded load shape file so I can immediately see whether the data is usable or needs fixing.<ul><li>Files with multiple 8760 series are parsed successfully</li><li>Validation runs on each 8760 series</li><li>Invalid series are clearly identified</li><li>Multiple validation errors are returned and displayed together </li></ul>

Load shape library: Load shape upload and file validation

Metrics and Indicators Spec and Dashboard - Phase 1

cedars team

Add infobutton on the TCR confirmed dashboard that says:“An accounting error in the TCR-Res-002: Multifamily program that impacts the program cost will be corrected in Q1 2026. This will result in a discrepancy in TCR's 2023 and 2024 annual report until the correction is made.”

Completed

Add TCR confirmed claim info button

klarson@frontierenergy.com

Hi, the annual targets tab has TSB data, so I suggest that you include TSB in the title of this tab or simply call it “Total System Benefit”

Data Tab

Retitle Annual Targets tab

Sometimes CET runs fail to process and the user is not able to upload again until the development team cancel the stuck run. This could be automated to provide a button that users could use to cancel jobs that are stuck processing.

2024 Development Plan

Allow users to cancel stuck CET runs

Amyreardon

Set up a sync between Cedars and eTRM to pull the eTRM draft measure package data into Cedars to support the load shape library.eTRM data will be available in staging on Jan 30 and in production on Feb 12.As a user I want CEDARS to be synced with the most up to date list of draft measure packages, so I can use them to add load shapes.Draft workflow including questions<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="64defea38b15fc2614cb036f/post/69791c4e7e22df7ce06222f4/019c2ace-2ce4-75fa-9e34-dd29e03f3c36/b64u-U2NyZWVuc2hvdCAyMDI2LTAyLTA0IGF0IDEuMzEuMDHigK9QTS5wbmc.png" src="https://64defea38b15fc2614cb036f.featurebase-attachments.com/c/post/69791c4e7e22df7ce06222f4/019c2ace-2ce4-75fa-9e34-dd29e03f3c36/b64u-U2NyZWVuc2hvdCAyMDI2LTAyLTA0IGF0IDEuMzEuMDHigK9QTS5wbmc.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260225T130000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260225%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=10a90434624c64afb8cfc7cbec1b61b385221957d368bf0c007cd17a7aeb1088" data-featurebase-content-filename="Screenshot 2026-02-04 at 1.31.01 PM.png">

Load Shape Library: Sync eTRM draft measures to Cedars database

The download has the field names but no values. This is the case for 2024 onwards. <img data-width="100%" data-align="left" alt="" data-featurebase-content-key="64defea38b15fc2614cb036f/post/697168cce99b2bf7e48bed82/019be301-51f6-7753-8f17-cd05fe34dd55/b64u-U2NyZWVuc2hvdCAyMDI2LTAxLTIyIGF0IDEwLjM4LjQxLnBuZw.png" data-featurebase-content-filename="Screenshot 2026-01-22 at 10.38.41.png" src="https://64defea38b15fc2614cb036f.featurebase-attachments.com/c/post/697168cce99b2bf7e48bed82/019be301-51f6-7753-8f17-cd05fe34dd55/b64u-U2NyZWVuc2hvdCAyMDI2LTAxLTIyIGF0IDEwLjM4LjQxLnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260225T130000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260225%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=a2e1e3bf376b5876caeaebf313fbfbe079f9f614a80de3ac8064a4e9491e2ff6">

Budget Filing SW Cost Effectiveness Output Download Is Empty

PG&amp;E notes that some additional value list values that expire in 2027 need the same treatment as values that expired in 2025. Because we are using the same measure packages as the MCAL, measure packages with updated value list values were not available for the application forecasts. Noteable TechType popped up as an issue for PG&amp;E.

Budget Filing Value Lists - Values that expire in 2027

JakeRichardson

Hi - I’m noting that the DEER 2026 page doesn’t show that the CPUC adopted a final E-5350. I suggest updating to show the final E-5350.

DEER 2026

mendotagroup

Could you please add a second IQP dashboard to Cedars-2 staging. Like the image below, if they could be side by side that would be great, or another page (i.e. IQP - DRAFT). Whatever works best. The goal of having both available on the staging site is so users can compare the old and revamped draft versions in a single location.Here is the iframe chunk:&lt;iframe title="IQP DRAFT" width="600" height="373.5" src="<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://app.powerbi.com/view?r=eyJrIjoiNDY3ODMxZWItYWI4ZC00YTBlLWFjYjQtYjc0OTNlYzg0MDhmIiwidCI6IjE2Y2M3MGU3LTlkNjAtNGRkYy04OTcxLTY5YzhmOTUyYTkzNCIsImMiOjZ9&amp;pageName=f907469eade62bc35e82">https://app.powerbi.com/view?r=eyJrIjoiNDY3ODMxZWItYWI4ZC00YTBlLWFjYjQtYjc0OTNlYzg0MDhmIiwidCI6IjE2Y2M3MGU3LTlkNjAtNGRkYy04OTcxLTY5YzhmOTUyYTkzNCIsImMiOjZ9&amp;pageName=f907469eade62bc35e82</a><a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://urldefense.com/v3/__https:/app.powerbi.com/view?r=eyJrIjoiNDY3ODMxZWItYWI4ZC00YTBlLWFjYjQtYjc0OTNlYzg0MDhmIiwidCI6IjE2Y2M3MGU3LTlkNjAtNGRkYy04OTcxLTY5YzhmOTUyYTkzNCIsImMiOjZ9&amp;pageName=f907469eade62bc35e82__;!!DHZoJIs!tbMz9i_SyIF7TE2kvmyAGqN6AlQXexJTc6R5X8kKrnm69lEL90eXdGar-BicxRvVnJKTS5D3cyD1DVtb$"> [</a><a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://app.powerbi.com">app.powerbi.com</a><a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://urldefense.com/v3/__https:/app.powerbi.com/view?r=eyJrIjoiNDY3ODMxZWItYWI4ZC00YTBlLWFjYjQtYjc0OTNlYzg0MDhmIiwidCI6IjE2Y2M3MGU3LTlkNjAtNGRkYy04OTcxLTY5YzhmOTUyYTkzNCIsImMiOjZ9&amp;pageName=f907469eade62bc35e82__;!!DHZoJIs!tbMz9i_SyIF7TE2kvmyAGqN6AlQXexJTc6R5X8kKrnm69lEL90eXdGar-BicxRvVnJKTS5D3cyD1DVtb$">]</a>" frameborder="0" allowFullScreen="true"&gt;&lt;/iframe&gt;<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="64defea38b15fc2614cb036f/post/69320ddfb4cf7e268ee73a03/019aeb80-d921-7420-995d-79cf1caf9bcf/b64u-ZGFzaGJvYXJkIGxvY2F0aW9uIGV4YW1wbGUucG5n.png" data-featurebase-content-filename="dashboard location example.png" src="https://64defea38b15fc2614cb036f.featurebase-attachments.com/c/post/69320ddfb4cf7e268ee73a03/019aeb80-d921-7420-995d-79cf1caf9bcf/b64u-ZGFzaGJvYXJkIGxvY2F0aW9uIGV4YW1wbGUucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260225T130000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260225%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=8fa213ccba6706e57a8eba8d44415b3517a5beb43cb528b7b97e2c647b4735f8">Let me know if you have any questions. thank you!

Add second IQP Power BI dashboard iframe to Cedars-2

Ldavis3

The PAs need the programs table to allow them to add new programs past 2027. Please increase the available years to 2035.

Increase years in dropdown for new program adds

Amy Reardon

Fernanda Craig brought to our attention some issues with the reporting dates and we would like the following dates to be adjusted on the CEDARS schedule:October 2026 report should be due December 4, 2026, and the November 2026 report should due January 8, 2027.

Please adjust future Monthly reporting dates

Amy.reardon@cpuc.ca.gov

To have the new data specification pages including metadata descriptions for each field in the new easy to view format currently used in claims.Identified and requested by PG&amp;E.

In Review

Design Upgrade

Budget filings: Update specification to new claim-style pages

As a PA,I want the documentation for formulas utilized throughout the CEDARS site and CET to be updated and published to CEDARSSo that users have the most up to date formula information available.Identified and requested by SDGE Per 10/3 ADP meeting - <ul><li>It’s putting in clearer language for all the formulas and what calculates allthe different fields in CEDARS so that you can trace back and somebody who doesn't have a mathematics background can figure out what the calculation is.</li><li>Also to include a formalized CET reference document that is up to date and again, includes the calculations, etc.</li></ul>

CEDARS & CET calculations: Add documentation

As a PAI want an email from CEDARS confirming when a document is uploadedSo that I have a record of the document upload and I do not have to take a screenshot of the downloaded zip file with the date as my record.Identified and requested by SCE.Additional context for the ask per 10/3 ADP meeting:<ul><li>Current state: PA has to go into the document, look when it was uploaded, screen shot the date as proof of upload.</li><li>This effort would be a regulatory solve.</li></ul>

CEDARS Email: Confirm Report Upload/CEDARS To Send Email Reminders

As a PAI want to have the statewide module implemented with the CET user interfaceso that PA's can track TSP Goals.Identified and requested by PG&amp;E.Per the 10/3 ADP meeting, additional notes about this request:<ul><li>When PGE gets the CET forecast for state line programs and when they’re doing their internal forecast to assess if they will make their goal, they have to manually allocate that to just the PGE portion.</li><li>They’re wanting to get allocated outputs from the CET for the statewide programs.</li></ul>

To Be Considered

2025 ADP Options

Statewide Module Implemented With CET

As a PA,I want to review data from before CEDARS was online and also evaluation data. These data could be available for download at the measure level in the data tab.

Data tab: Make pre-2016 and evaluation data available for download

Add an “Exclude Energy Savings Assistance (ESA)” toggle to the Budget Filing Dashboard tables, similar to the existing ESA toggle in the Claims module. Timeline / Priority:<ul><li>Ideally implemented before 2028–2031 Budget Filings.</li><li>Applicable to 2026 and 2027 filings for verification and consistency.</li></ul> Problem it solves: “For 2026 and 2027, the TSB, Net kWh, Net kW, Net Therm, Gross kWh, Gross kW, and Gross Therm values include ESA program data at the segment, sector and program levels which should not be part of this filing.”

Budget Filing Dashboards – Add Toggle to Exclude ESA Savings from Segment, Sector, and Program Summaries

ggreen

As a user, I want&nbsp;to be able to access the files easily on my device without running into performance issues or file size limitations,so that&nbsp;I can efficiently review a PA’s entire portfolio and analyze all necessary records without technical interruptions.<h3 style="text-align: start">Acceptance Criteria</h3><ol><li>File Accessibility<ul><li>Large files, such as the SDG&amp;E record-level file, are broken down or optimized to a size that can be opened on common user devices.</li><li>A recommended file size limit is set (e.g., 1GB for Excel compatibility), though this may vary based on testing and device specifications.</li></ul></li><li>Consistent Record Availability<ul><li>Files are structured in a way that maintains ease of searching and comprehensive access to a PA’s portfolio within a manageable number of files.</li></ul></li><li>Clear Communication on File Structure<ul><li>Documentation or guidance is provided to inform users of any new file structures, including rationale for split files, compression, or access methods.</li></ul></li></ol>

Data tab: Improve Accessibility of Large Record-Level Files

As a PAI want my document upload to have a time stamp with the initial submission date when it is updated, so that it will not appear to have been submitted late.Identified and requested by SCE

Submission Timestamp For PA documents

As a PAI want to remove or archive overwritten files within CEDARSSo that I dont have to return to those files and zero them outwhen claims are submitted that should not have gone through yet.Identified by Frontier EnergyAdditional comments per the 10/3 ADP meeting:Ability to to clear out what user has submitted in the active submission for claims.

Overwritten Files In CEDARS - Ability to to clear active submissions

As a CPUC adminI want to automate the onboarding and addition of a new PA to CEDARS and its lower environmentsSo that the PA’s can manage their individual onboarding process to CEDARS and its associated environments as well as reallocating the development hours previously needed for this process, to support other development needs in the backlog.

Automate The Addition Of a New PA

Internal testing of statewide allocations revealed that dashboards only populate correctly when Program Administrators follow a strict sequence of steps. If the steps are completed out of order (e.g., initiating local dashboards before statewide allocation is confirmed), the local dashboards may show incomplete or incorrect data until a manual refresh or re-initiation occurs. The system should not rely on a specific order of operations. Statewide and local dashboards must refresh and populate correctly whenever prerequisites are met, without requiring users to follow a rigid workflow.

In Testing Queue

Ensure Budget Filing Dashboards Data Flows Correctly Regardless of Order of Operations

From Rachel M: I think that the basis years are incorrect for the impact profiles in the Custom Impact Profiles library, so day-shifting may also be suspect.Questions:<ul><li>Which impact profile have wrong basis years?</li><li>How did the issue arise? (so we can try to keep it from happening again)</li><li>What steps are required to remedy the issue?</li></ul>

Determine if the impact profile library basis years and day shifting are correct

This logic is not implemented for MVP. This will need to be added later on when they are getting ready to be used for claims and budget filings.Discussed in the comments of: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://github.com/sound-data/cedars-proj/issues/4780#issuecomment-2860843126">https://github.com/sound-data/cedars-proj/issues/4780#issuecomment-2860843126</a>

Add the ability to edit Impact Profiles until used in budget filings

For SEM in particular, to allow linking between multi-year claims for a single participant. Also include a complete SEM Reporting Guidance, which includes the requirement to file a no savings claim in the year there is no activity.

2026 Fixed Development

2026 Claim Spec Update Queue

Add ParticipantID to claim table [2026 Claim Spec Update]

Add any new input fields from the 2026 claims spec update and the new set of CET v25.1 cost effectiveness outputs to the data tab record-level download for Claims so that the data is accessible for CPUC analysis. Fields to include are:<code>Fuel ID</code><code>Unit Tax Credits</code><code>Water Energy Benefits</code><code>Water Energy Benefits Gross</code><code>Water Energy Cost</code><code>Water Energy Cost Gross</code><code>Electric Bill Reduction</code><code>Electric Bill Increase</code><code>Gas Bill Reduction</code><code>Gas Bill Increase</code><code>Electric Benefits Gross SCB</code><code>Electric Benefits Gross SCH</code><code>Electric Benefits SCB</code><code>Electric Benefits SCH</code><code>Electric Supply Cost Gross SCB</code><code>Electric Supply Cost Gross SCH</code><code>Electric Supply Cost SCB</code><code>Electric Supply Cost SCH</code><code>Gas Benefits Gross SCB</code><code>Gas Benefits Gross SCH</code><code>Gas Benefits SCB</code><code>Gas Benefits SCH</code><code>Gas Supply Cost Gross SCB</code><code>Gas Supply Cost Gross SCH</code><code>Gas Supply Cost SCB</code><code>Gas Supply Cost SCH</code><code>RIM Cost No Admin</code><code>SCB Cost</code><code>SCB Cost Gross</code><code>SCB Ratio No Admin</code><code>SCH Cost</code><code>SCH Cost Gross</code><code>SCH Cost No Admin</code><code>SCH Ratio No Admin</code><code>Tax Credits</code><code>Tax Credits Gross</code><code>Water Energy Benefits Gross SCB</code><code>Water Energy Benefits Gross SCH</code><code>Water Energy Benefits SCB</code><code>Water Energy Benefits SCH</code><code>Water Energy Cost Gross SCB</code><code>Water Energy Cost Gross SCH</code><code>Water Energy Cost SCB</code><code>Water Energy Cost SCH</code><code> </code>

Data - Claims Record-level download to include 2026 input and outputs

2026 CET Update Queue

Add the PCT test to the CET

The SEM team wants to change the logic surrounding when SEM projects receive the Application_ID. Currently, when projects are released (wither because review was waived, or because review was completed for selected projects) they receive the ID, but we want to have the system provide an ID up-front. Sometimes SEM projects get stuck in a review cycle that prohibits CEDARS from accepting them without an App_ID. So, we need App IDs, and we no longer need the requirement where projects selected for review must wait until afterwards to have an ID assigned. I hope this makes sense; if not, please reach out, as we probably need this for 2025.

CMPA for SEM: Must change the workflow for when the system issues Application_IDs for SEM Projects

Create a flag to identify non-programs from programs

2025 Claim Spec Update

New validation for Dual Baseline measures

DEER 2026: Structural Changes new DEER tables: while we will automatically pick up any new values, some may require spec fields or validation updates. DEER value lists in CEDARS:<ul><li>BldgHVAC</li><li>BldgLoc</li><li>BldgType</li><li>BldgVint</li><li>DEER_MeasureID</li><li>DEER_Sector</li><li>DeliveryType</li><li>EUL</li><li>GSIA MeasAppType</li><li>MeasImpactCalcType</li><li>MeasImpactType</li><li>NormUnit</li><li>NTG</li><li>TechGroup</li><li>TechType</li><li>UseCategory</li><li>UseSubCategory</li><li>Version</li></ul>

DEER 2026: Structural Changes new DEER tables

<ul><li>Add new FuelID field to the Measure table</li><li>References CEDARS value list or DEER (If it’s ready)</li><li>Retire old Fuel Sub table Value list options:<table style="minWidth: 217px"><colgroup><col style="width: 192px"><col></colgroup><tbody><tr><td colspan="1" rowspan="1" colwidth="192" style="width: 74px; height: 11px; background-; border-style: solid; border-width: 1px; border-; padding: 4px;">AllElec-New</td><td colspan="1" rowspan="1" style="width: 534px; height: 11px; border-style: solid; border-width: 1px; border-; padding: 4px;">All-electric new construction without gas service where the standard practice baseline is natural gas-burning equipment</td></tr><tr><td colspan="1" rowspan="1" colwidth="192" style="width: 74px; height: 11px; background-; border-style: solid; border-width: 1px; border-; padding: 4px;">EE-Elec-Only</td><td colspan="1" rowspan="1" style="width: 534px; height: 11px; border-style: solid; border-width: 1px; border-; padding: 4px;">Energy efficiency measure that saves electricity only and does not burn natural gas</td></tr><tr><td colspan="1" rowspan="1" colwidth="192" style="width: 74px; height: 11px; background-; border-style: solid; border-width: 1px; border-; padding: 4px;">EE-Gas</td><td colspan="1" rowspan="1" style="width: 534px; height: 11px; border-style: solid; border-width: 1px; border-; padding: 4px;">Energy efficiency measure that burns natural gas</td></tr><tr><td colspan="1" rowspan="1" colwidth="192" style="width: 74px; height: 11px; background-; border-style: solid; border-width: 1px; border-; padding: 4px;">Exempt</td><td colspan="1" rowspan="1" style="width: 534px; height: 11px; border-style: solid; border-width: 1px; border-; padding: 4px;">Energy efficiency measure that saves natural gas but does not burn natural gas</td></tr><tr><td colspan="1" rowspan="1" colwidth="192" style="width: 74px; height: 11px; background-; border-style: solid; border-width: 1px; border-; padding: 4px;">FuelSub-ToElec</td><td colspan="1" rowspan="1" style="width: 534px; height: 11px; border-style: solid; border-width: 1px; border-; padding: 4px;">Fuel substitution measure that replaces natural gas-burning equipment with electric-only equipment</td></tr><tr><td colspan="1" rowspan="1" colwidth="192" style="width: 74px; height: 11px; background-; border-style: solid; border-width: 1px; border-; padding: 4px;">FuelSub-ToGas</td><td colspan="1" rowspan="1" style="width: 534px; height: 11px; border-style: solid; border-width: 1px; border-; padding: 4px;">Fuel substitution measure that replaces electric-only equipment with natural gas-burning equipment</td></tr><tr><td colspan="1" rowspan="1" colwidth="192" style="width: 74px; height: 11px; background-; border-style: solid; border-width: 1px; border-; padding: 4px;">None</td><td colspan="1" rowspan="1" style="width: 534px; height: 11px; border-style: solid; border-width: 1px; border-; padding: 4px;">A non-saving measure that uses neither electricity nor natural gas</td></tr></tbody></table></li></ul>

Add new field FuelID and value list

Discussed in the 1//9/2025 PCG meeting

Add flag for claims that use custom impact profiles/avoided costs

As a PAI want all error messages to identify the error and also provide the solution for fixing the error so that I dont have to guess at the solution or inadvertently create additional errors in their re-submission.Identified and requested by Frontier Energy, Marin Clean Energy, Peninsula Clean Energy, Sonoma Clean Power, SoCal Re (LA County), Bay Area Metro and Redwood Clean Energy.<table style="minWidth: 270px"><colgroup><col><col><col><col style="width: 100px"><col style="width: 45px"><col><col></colgroup><tbody><tr><td colspan="1" rowspan="1" style="width:34pt;height:76.5pt"></td><td colspan="1" rowspan="1" style="width:34pt"></td><td colspan="1" rowspan="1" style="width:34pt"></td><td colspan="1" rowspan="1" colwidth="100" style="width:34pt"></td><td colspan="1" rowspan="1" colwidth="45" style="width:34pt"></td><td colspan="1" rowspan="1" style="width:34pt"></td><td colspan="1" rowspan="1" style="width:34pt"></td></tr></tbody></table>Per our 10-3-24 ADP meeting:<ul><li>Create a file of the different error messages that CEDARS has and then focus group it with these users and edit per discussion with users.</li><li>Need to review the validation errors and warnings messaging</li></ul>

PCG Top Priority 

Top 12

Update Error Messages - Improve Error Communication

<h2>Enable fund shifting between statewide programs</h2>As a Statewide Program Administrator, I want to enable fund shifting between statewide programs in CEDARS so that I can efficiently manage budget adjustments similar to how it's done in local monthly reports. PAs are allowed to move funds between programs; CEDARS has functionality to manage fund shifts in the PA local monthly reports module. Fund shift dollars are expected to sum to zero for each PA and are added to or subtracted from to the forecast filing budget to produce the revised operating budget for each program for each year. No equivalent functionality exists for statewide programs. If statewide programs need to report fund shifts to CEDARS we need to build functionality to allow them to do so.<h2>Allow Fund Shifts Between Programs in Different Program Years</h2><ol><li>As a PA, I would like the to have the flexibility to fund shift between programs in different program years. For example,• Move funds from one year to a future year.• Move funds from a future year to the current year.</li><li>Right now, the ability to fund shift within CEDARS is only currently available between programs in the current active program year.</li><li>Having this functionality in CEDARS would support more transparency between the IOUs when conducting these activities.</li><li>This enhancement would affect Reporting, more significantly the Annual Report template.</li></ol><h2></h2><h2>Improve presentation of program revised operating budgets</h2>As a PA, I want to see dashboards updated in real time when funds shift between programs.

Program fund shifts: Expand functionality

As a PA, I want all templates in a central repository so that they are easy to access from one location.’Identified and requested by Marin Clean Energy and SoCal REN (LA County)

Create Central Repository For All Templates

As a PAI want to have a dashboard within the Cost Effectiveness Module to run results and various scenariosSo that I dont have to download a file and manipulate the data from the file and outside of CEDARS.Identified and requested by SDGEAdditional context for this request per the discussion at the 10/3 ADP meeting:<ul><li>Idea is that a user could do various scenarios and runs without having to keep re uploading the same file over and over again</li></ul>

Cost Effectiveness Module - Dashboard For Results

As a program administrator, I want to upload Excel spreadsheets (like we do in the claims module) for monthly reports to streamline data submissions.As a CEDARS user, I want to upload Excel spreadsheets to the CET so that there is less of a data preparation hurdle to run my data.Adding Excel for CET and Budget Filings carved off into their own ticket.

Monthly Reports

Monthly reports: Allow Excel spreadsheets to be uploaded

As a PAI want to see the Avoided Cost Combinations and their values and what fields feed the calculator so that when I get an error, I can determine what combination was wrong and is creating an error message.Requested by Frontier Energy and Peninsula Clean Energy

ACC Definitions And Values - Interpreting The Values For Users

Reduce the amount of time users are waiting for CET results for the claim, budget filing, and CET modules.

Improve CET run speeds

Reconciliation is done manually currently. The checks could be automated and integrated into the end-of-year data submissions to eliminate the need for PA re-openings and re-submissions after the May 1 YR deadline. As a program administrator, I want the end-of-year reconciliation of monthly report and claim cost and savings to be automated, so that the process is more efficient and reduces the need for manual re-openings and re-submissions after YR deadline.

Automate end of year reconciliation of monthly report and claim cost and savings

As a data user, I want to be able to drill-down to the measure level to see all the metrics that we track.

Measure-level data available to users

There are ways in Java to enhance the tables in CEDARS to make them easier to use: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://datatables.net/">DataTables | Javascript table library</a> I would like several of these interaction controls deployed on the site tables.

Data Tables/dashboards in CEDARS

Help Center

Improved

Fixed

Specification

Claims

Budget Filing

Security

Documents

Data & Reports

Programs

cpuccedars

2025 Annual Development Plan

No Fix Required

Rejected

Claim Spec

Accessibility

2026 Avoided Cost & SCT CET Release

This roadmap shows the proposed and confirmed updates to the Claims Specification for 2026. The board is filtered to display items tagged 2026 Claim Spec Update Queue. What the columns mean:<ul><li>Claims Specification Update These tickets are confirmed for the 2026 Claims Specification update. They have been reviewed, agreed to, with the status 2026 Fixed Development.</li><li>Claims Backlog These tickets are not yet confirmed. They are still under review or being considered and may be included in a future update. This includes items with the status To be considered or In review.</li></ul>

Claims Backlog

Claims Specification Update

Next up

Claim Spec 2026

Using our feedback portal, you can:<ul><li>Share feedback to help us improve CEDARS and CET</li><li>Request new features</li><li>Submit bug reports</li><li>Ask questions not covered in the user guide or Help center articles</li></ul>