Every field of a program's definition: what it means, how to fill it in and the values it takes. Definitions come from the data dictionary wherever it has the field. A program's administrators change these on the program's change form, which offers only the values listed here; a retired value stays on the versions that have it.
PrgID
- Definition
The program's identifier, used by every upload and every module to name the program.
- In CEDARS' Programs list
PrgID- Who sets it
- CPUC staff, when the program is added
How to fill it in
A PrgID is given once, when the program is added to the registry, and never changes or is reused. Budget filings, claims, monthly reports and documents name the program by its PrgID instead of repeating its attributes (BR-13.1).
A PA's own program starts with the PA's code and an underscore (PGE_..., SCE_...); a statewide program's starts with SW_. A statewide program's allocated rows in a filing carry the funding IOU's code in front (PGE_SW_...).
Valid values
Letters, digits, underscores and hyphens, up to 60 characters, starting with the PA's code.
Program administrator
- Definition
The program administrator (PA) that runs the program, or SW for a statewide program funded by several PAs.
- In CEDARS' Programs list
PA- Who sets it
- CPUC staff, when the program is added
How to fill it in
Set when the program is added. A statewide program has no single administrator: it shows as Statewide (SW), and its costs and savings are shared among the funding PAs by the statewide allocation factors.
Valid values
One of the PAs registered in CEDARS, by its code (PGE, SCE, SCG, SDGE, the RENs and CCAs), or SW.
Program name
- Definition
The program's name as filed with the CPUC.
- In CEDARS' Programs list
ProgramName- Who sets it
- The program's administrators, on its change form
How to fill it in
Use the name in the decision, resolution or advice letter that approved the program, written the same way each time. The name a customer sees, if it differs, goes in Commercial name.
Do not put the PrgID, the PA's code or the program years in the name; they are fields of their own.
Valid values
Text, up to 300 characters. Required.
Commercial name
- Definition
The name the program is marketed under to customers, where it differs from the filed name (BR-13.5).
- Who sets it
- The program's administrators, on its change form
How to fill it in
The catalog finds a program by either name, so a customer or implementer who knows only the marketed name can find it. Leave it blank when the program is marketed under its filed name.
Valid values
Text, up to 300 characters, or blank.
Status
- Definition
Where the program is in its life, from new to closed.
- In CEDARS' Programs list
ProgramStatus- Who sets it
- The program's administrators, on its change form
How to fill it in
A program moves through the statuses in order: new, active, closed to new commitments, closure pending, closed. Change the status from the date it takes effect; the earlier version keeps the earlier status, so reports for earlier years still show it.
A closed program stays in the registry and in search (BR-13.4). Claims can still be filed against a program that is closed to new commitments for the commitments it made before.
Valid values
| Value | Meaning | Offered | Programs |
|---|---|---|---|
Newnew |
Approved | Offered | 0 |
Activeactive |
Taking participants. | Offered | 0 |
Closed to new commitmentsclosed_to_new_commitments |
No new participants or commitments; earlier commitments are still being paid and claimed. | Offered | 0 |
Closure pendingclosure_pending |
Closing; the last claims and costs are still to come. | Offered | 0 |
Closedclosed |
Nothing more is filed for it. | Offered | 0 |
Programs: how many programs have the value in any of their versions.
Segment
- Definition
The portfolio segment the program belongs to (D.21-05-031), which decides how it counts toward the portfolio's goals.
- In CEDARS' Programs list
ProgramSegment- Who sets it
- The program's administrators, on its change form. Locked: a change goes to a CPUC programs approver as a request
How to fill it in
Use the segment the program was approved under in the PA's application or advice letter. Programs from before the segments were introduced may have none; leave it blank for those rather than guessing one.
Valid values
| Value | Meaning | Offered | Programs |
|---|---|---|---|
Resource acquisitionresource_acquisition |
Programs whose main purpose is near-term energy savings. | Offered | 0 |
Market supportmarket_support |
Programs that build markets, workforce and demand for efficiency over time. | Offered | 0 |
Equityequity |
Programs for hard-to-reach and underserved customers. | Offered | 0 |
Codes and standardscodes_and_standards |
Advocacy and compliance support for building codes and appliance standards. | Offered | 0 |
EM&Vevaluation_measurement_verification |
Evaluation, measurement and verification. | Offered | 0 |
Programs: how many programs have the value in any of their versions.
Primary sector
- Definition
The sector the program mainly serves.
- In CEDARS' Programs list
PrimarySector- Who sets it
- The program's administrators, on its change form
How to fill it in
Choose the one sector most of the program's budget serves. A program that serves several sectors gives the split in Budget share by sector; claims still report each measure's actual sector (BR-13.2).
Valid values
| Value | Meaning | Offered | Programs |
|---|---|---|---|
| Residential | Homes and their occupants. | Offered | 0 |
| Commercial | Businesses and commercial buildings. | Offered | 0 |
| Industrial | Manufacturing and industrial processes. | Offered | 0 |
| Agricultural | Farms and agricultural processing. | Offered | 0 |
| Public | Government, schools and other public buildings. | Offered | 0 |
| Cross-Cutting | Serves several sectors with no main one (workforce, emerging technologies, finance). | Offered | 0 |
| Portfolio Support | Supports the portfolio as a whole rather than customers (EM&V, administration). | Offered | 0 |
Programs: how many programs have the value in any of their versions.
Budget share by sector
- Definition
How the program's budget is split among the sectors it serves, as shares that add up to 1.
- In CEDARS' Programs list
BPSector- Who sets it
- The program's administrators, on its change form
How to fill it in
Write each sector the program serves with its share of the budget, for example "Commercial: 0.9, Industrial: 0.1". The shares add up to 1. A program that serves one sector has one share of 1. Budgets are allocated by these shares; claims report the sector actually served (BR-13.2).
Valid values
Sector names from the Primary sector list, each with a share between 0 and 1; the shares add up to 1.
Implementer
- Definition
Who delivers the program.
- In CEDARS' Programs list
ProgramImplementer- Who sets it
- The program's administrators, on its change form
How to fill it in
Choose the kind of delivery, not the firm: a program run by a third party the PA chose by solicitation is Third-Party Solicited, whatever the firm is called. The firm's name goes in Implementation contractor.
Valid values
| Value | Meaning | Offered | Programs |
|---|---|---|---|
| IOU Core | Run by the IOU's own staff. | Offered | 0 |
| Third-Party Solicited | Designed and delivered by a third party chosen by solicitation (D.16-08-019). | Offered | 0 |
| Third/Local Party | Delivered by a third party or a local party under contract. | Offered | 0 |
| REN/CCA | Run by a regional energy network or a community choice aggregator. | Offered | 0 |
| Local Government Partnership | Delivered with a local government partner. | Offered | 0 |
| State Institutional Partnership | Delivered with a state institution (UC, CSU, community colleges, state agencies). | Offered | 0 |
| Non-Program | Not a delivered program: a portfolio cost such as EM&V or administration. | Offered | 0 |
Programs: how many programs have the value in any of their versions.
Category
- Definition
The kind of program, for grouping in reports.
- In CEDARS' Programs list
ProgramCategory- Who sets it
- The program's administrators, on its change form
How to fill it in
Choose the category that describes most of what the program does. Use Other only when none fits.
Valid values
| Value | Meaning | Offered | Programs |
|---|---|---|---|
| Audit | Energy audits and assessments. | Offered | 0 |
| Codes and Standards | Codes and standards advocacy and compliance. | Offered | 0 |
| Emerging Technologies | Testing and introducing new technologies. | Offered | 0 |
| Energy Savings Assistance | The income-qualified Energy Savings Assistance program. | Offered | 0 |
| Energy Savings Performance Incentive | The shareholder incentive mechanism. | Offered | 0 |
Evaluation, Measurement and VerificationEvaluation Measurement and Verification |
EM&V budgets. | Offered | 0 |
| Financing | On-bill financing and other financing programs. | Offered | 0 |
| Government Partnerships | Programs delivered with government partners. | Offered | 0 |
| Integrated Demand-Side Management | Efficiency delivered together with demand response or distributed generation. | Offered | 0 |
Market Education, OutreachMarket Education Outreach |
Marketing, education and outreach. | Offered | 0 |
| Market Transformation | Lasting changes in a market's practices. | Offered | 0 |
| New Construction | New buildings and major renovations. | Offered | 0 |
| Pension and Benefits | The pension and benefit costs of program staff. | Offered | 0 |
| Workforce Education and Training | Training for the efficiency workforce. | Offered | 0 |
| Other | None of the categories above. | Offered | 0 |
Programs: how many programs have the value in any of their versions.
Implementation contractor
- Definition
The firm that delivers the program under contract, where there is one.
- In CEDARS' Programs list
ImplementationContractor- Who sets it
- The program's administrators, on its change form
How to fill it in
Give the firm's legal name as in its contract, written the same way on every program it delivers, so a search finds them all. Change it from the date a new contract takes over.
Valid values
Text, up to 300 characters, or blank.
Start year
- Definition
The program's first program year.
- In CEDARS' Programs list
StartYear- Who sets it
- The program's administrators, on its change form
How to fill it in
The first program year in the approval. A program carried over from an earlier cycle keeps its original start year.
Valid values
A year from 1990 to 2100.
End year
- Definition
The program's last program year; blank when it is open-ended.
- In CEDARS' Programs list
EndYear- Who sets it
- The program's administrators, on its change form
How to fill it in
The last program year the approval covers, or blank for a program approved without an end. It is never before the start year. Claims for commitments made before the end can come in later years.
Valid values
A year from 1990 to 2100, not before the start year, or blank.
Delivery
- Definition
How the program is delivered, as CEDARS' Programs list records it.
- In CEDARS' Programs list
Resource_Flag, NonResource_Flag, Deemed_Flag, Custom_Flag, Upstream_Flag, Midstream_Flag, Downstream_Flag, DirectInstall, Audit_Flag, Financing- Who sets it
- CEDARS' Programs list, when the registry imports it
How to fill it in
Each flag is True or False; a program can carry several (deemed and custom, midstream and downstream). Direct install is Yes, Partial or No; financing is None, OBF (on-bill financing) or Other Financing. They come in with CEDARS' Programs list and are not changed on the change form.
Valid values
True or False for each flag; Yes, Partial or No for direct install; None, OBF or Other Financing for financing.
Statewide program it delivers
- Definition
For a PA's part of a statewide program, the statewide program it delivers.
- In CEDARS' Programs list
StatewideProgram- Who sets it
- The program's administrators, on its change form. Locked: a change goes to a CPUC programs approver as a request
How to fill it in
Write the statewide program's code, a space, a hyphen, a space and its name, as the statewide program is listed (for example "SW_HVAC_Up - SW HVAC Upstream Program"). Leave it blank for a program that is not part of a statewide program.
Valid values
Text, up to 200 characters, or blank.
Parent program
- Definition
The group of programs this one is reported under, where the PA groups its programs.
- In CEDARS' Programs list
ParentProgram- Who sets it
- The program's administrators, on its change form. Locked: a change goes to a CPUC programs approver as a request
How to fill it in
Use the same wording as the PA's other programs in the group (for example "Commercial Third Party Programs"), so the group adds up in reports. Leave it blank when the PA does not group the program.
Valid values
Text, up to 100 characters, or blank.
Website
- Definition
The program's public web page, for the customer-facing catalog (BR-13.5).
- Who sets it
- The program's administrators, on its change form
How to fill it in
A page a customer can open without signing in that describes the program and how to take part. Leave it blank if there is none.
Valid values
A web address, starting https://.
Exclude from budget
- Definition
Leaves the program out of budget totals.
- In CEDARS' Programs list
Exclude_From_Budget- Who sets it
- The program's administrators, on its change form. Locked: a change goes to a CPUC programs approver as a request
How to fill it in
CEDARS' exclusion flags are set on CPUC staff's direction, for example for a program funded outside the energy efficiency portfolio. The program still appears in the catalog and in its own filings.
Valid values
Any text.
Exclude from cost-effectiveness
- Definition
Leaves the program out of the portfolio's cost-effectiveness totals.
- In CEDARS' Programs list
Exclude_From_CE- Who sets it
- The program's administrators, on its change form. Locked: a change goes to a CPUC programs approver as a request
How to fill it in
Set on CPUC staff's direction. The program's measures are still priced; they are left out of the portfolio's cost-effectiveness totals and ratios.
Valid values
Any text.
Exclude from statewide
- Definition
Leaves the program out of statewide totals.
- In CEDARS' Programs list
Exclude_From_Statewide_Flag- Who sets it
- The program's administrators, on its change form. Locked: a change goes to a CPUC programs approver as a request
How to fill it in
Set on CPUC staff's direction.
Valid values
Any text.