(D.12-05-015, p.334). Interim approval indicates that all values and approaches have been
approved until a formal review occurs. If a formal review of an interim approved work paper
requires significant changes to be made, then those significant changes are applied
prospectively from the time of the completed review and the new values are then frozen and
entered into the non-DEER database. In the case of an error such as using the wrong
parameter values, the changes will be made retroactively. All active workpapers are posted at
the workpaper website (www.deeresources.net).
4. Mid-year updates of Ex Ante Values. Ex ante values should be adopted and held constant
throughout the year. However, mid-year updates of ex ante values are warranted if newly
adopted codes or standards take effect during the year. These changes are known at least one
year ahead of their effective date. The IOUs shall make appropriate adjustments to their
participation and incentive calculation rules as well as update their ex ante value calculations
in response to codes and standards changes (D.12-05-015, p.324).
IOUs, RENs and CCAs
are expected to update non-DEER workpapers with the latest Codes and Standards updates.
CPUC staff may perform mid-year review of any non-DEER workpapers with interim
approval and require revisions to those workpapers. Mid-year workpaper review shall follow
the Phase II review process outlined in the Rolling Portfolio schedule in D.15-10-028,
Appendix 5; p.2).
5. Ex-Ante Review of Non-DEER Measures. For non-DEER measures, the IOUs are
instructed to use DEER values as starting points and/or apply the DEER methodologies,
where appropriate, for estimating the non-DEER parameter value for cases in which any of
the specific parameters of an IOU installation differ from the assumptions that form the
basis of a DEER measure. D.12-05-015 directed the IOUs to update their WPs with all
applicable updated DEER values (D.12-05-015, p.290).
The current process allows only
Program Administrators (PAs) to submit workpapers for review, a Third Party must submit a
workpaper through a PA. The PAs do not have the option to replace DEER assumptions
and values with their preferred values unless the CPUC Staff agrees with their proposal for
such replacements (D.12-05-015, p.326). Additionally, PAs must utilize the latest information
available, including the CPUC’s most recently available evaluation results, when updating or
developing new workpapers (D.12-05-015, p.332). Current and past evaluation results are
available at https://pda.energydataweb.com. All ex ante values are to be updated or
developed in consideration of the latest information available, including Unit Energy Savings
(UES), Effective Useful Life (EUL), Installation Rate (IR), NTG and Cost. CPUC staff
reviews all utility proposed non-DEER assumptions and values. PAs work with CPUC Staff,
following the workpaper and non-DEER workpaper submittal, review and approval process
that was originally issued in the November 18, 2009 ruling and updated in D.10-12-054,