CALMAC
Toolkit for Evaluators


This page supplies evaluators doing evaluations in California with the latest versions of the key documents, rulings, and tools, that define, inform or control their evaluation efforts. For your convenience, the "tools" are divided into two sections, one applying to Energy Efficiency and the other to Demand Response.

Since CALMAC is attempting to keep this page current and useful, we ask that if you come to the page and note that an important document is out of date or is missing, that you let us know. If you have the document you can submit it for inclusion on the page through the CALMAC/Administration page using the bullet titled "Submit a Protocol, Filing or Tool". If you don't have the document, you can email the website administrator and request that it be added by emailing a request to admin@calmac.org.

   Energy Efficiency
  
TitleDateSize (kBytes)
Impact Evaluation Standard Reporting Guidelines (See Appendix B) 1/6/20201610
Lighting Solutions Workbook (2014) Volume I 12/19/20143391
Lighting Solutions Workbook (2014) Volume II - California Lighting Market Indicators 11/21/20142041
Guidelines for California IOU Evaluation Measurement & Verification Reports 11/24/2013136
HOT LINK: Project Status Reporting (PSR) System -- This is an on-line system developed for narrative reporting for the 2010-12 EM&V contract period. The purpose of the PSR is to track the progress, issues, and milestones of each CPUC 2010-12 EM&V project. 8/2/2012
2010-2012 Energy Efficiency Evaluation, Measurement and Verification Work Plan - Version 1 12/20/20101771
Appendix to 2010-2012 Energy Efficiency Evaluation, Measurement and Verification Work Plan - Version 1 12/20/2010324
California Local Government Strategic Energy Action Report 6/15/20101337
Energy Efficiency Evaluation Training Opportunities 11/1/2009121
California Long Term Energy Efficiency Strategic Plan, September 2008, Achieving Maximum Energy Savings in California for 2009 and Beyond 9/1/20081149
CALIFORNIA PUBLIC UTILITIES COMMISSION ENERGY EFFICIENCY POLICYMANUAL, VERSION 4.0, (August 2008) Applicable to post-2005 Energy Efficiency Programs 8/1/2008923
CALIFORNIA PUBLIC UTILITIES COMMISSION ENERGY EFFICIENCY POLICY MANUAL, VERSION 3.1 (Updated December 20, 2007) Applicable to post-2005 Energy Efficiency Programs. EEPM v.3.1 updates: definition of peak demand from D. 06-06-063, Fund Shifting Rules from D.05-09-043, Incentive Mechanism from D.07-09-043, Reporting Requirements from D.06-06-063 and D.05-09-043. 12/20/2007803
California Energy Efficiency Evaluation Protocols: Technical, Methodological, and Reporting Requirements for Evaluation Professionals 4/1/20061077
CPUC Bidders Guidelines 1/1/200661
CALIFORNIA PUBLIC UTILITIES COMMISSION ENERGY EFFICIENCY POLICY MANUAL, VERSION 3 (for post-2005 program evaluations) 4/21/2005103
The California Evaluation Framework 6/1/20042312
CALIFORNIA PUBLIC UTILITIES COMMISSION ENERGY EFFICIENCY POLICY MANUAL, VERSION 2 (for Program Years 2004 and 2005) 8/1/2003156
California Standard Practice Manual: Economic Analysis for Demand Side Programs and Projects 7/15/200276
A Framework for Planning and Assessing Publicly Funded Energy Efficiency 3/1/20012335

   Demand Response
  
TitleDateSize (kBytes)
Decision 09-08-027 (August 20, 2009) DECISION ADOPTING DEMAND RESPONSE ACTIVITIES AND BUDGETS FOR 2009 THROUGH 2011 8/20/2009630
Decision 09-08-027 August 20, 2009 - DECISION ADOPTING DEMAND RESPONSE ACTIVITIES AND BUDGETS FOR 2009 THROUGH 2011, Application 08-06-001 (Filed June 2, 2008), and related Applications 08-06-002 and 08-06-003. 8/20/2009630
Decision 08-07-045 July 31, 2008 - DECISION ADOPTING DYNAMIC PRICING TIMETABLE AND RATE DESIGN GUIDANCE FOR PACIFIC GAS AND ELECTRIC COMPANY 8/1/2008269
DECISION ADOPTING PROTOCOLS FOR ESTIMATING DEMAND RESPONSE LOAD IMPACTS 4/24/2008127
Resolution E-4061. Pacific Gas and Electric Company (PG&E) is authorized to shift $4.68 million from other Demand Response program budgets to install 5,000 AC Cycling devices by June 2007, providing PG&E an additional 5 MW of Demand Response. 2/15/200781
Order Instituting Rulemaking Regarding Policies and Protocols for Demand Response Load Impact Estimates, Cost-Effectiveness Methodologies, Megawatt Goals and Alignment with California Independent System Operator Market Design Protocols 1/25/20070
Decision 06-11-049 November 30, 2006; ORDER ADOPTING CHANGES TO 2007 UTILITY DEMAND RESPONSE PROGRAMS 11/30/2006284
ASSIGNED COMMISSIONER’S RULING AUGMENTING AUGUST 6, 2006 RULING REQUIRING UTILITY PROPOSALS TO AUGMENT 2007 DEMAND RESPONSE PROGRAMS (modifys 8/6/06 Assigned Commissioner Ruling) (Proceedings A.05-06-006, A.05-06-008 and A.05-06-017; ACR-08/22/06) 8/22/2006135
ASSIGNED COMMISSIONER AND ADMINISTRATIVE LAW JUDGE’S RULING REGARDING PARTICIPATION OF THE CALIFORNIA ENERGY COMMISSION (directs California Energy Commission participation in Demand Response process.) (Proceeding A.05-03-015—SDG&E AMI; ACR 8/14/06) 8/14/200689
ASSIGNED COMMISSIONER’S RULING REQUIRING UTILITY PROPOSALS TO AUGMENT 2007 DEMAND RESPONSE PROGRAMS (directs IOUs to file Demand Response program augmentations on 8/30/06) (Proceeding A.05-06-006, A.05-06-008 and A.05-06-017; ACR—8/6/2006) 8/9/200682
FINAL OPINION AUTHORIZING PACIFIC GAS AND ELECTRIC COMPANY TO DEPLOY ADVANCED METERING INFRASTRUCTURE (Proceeding A.05-06-028—PG&E AMI; D.06-07-027) 7/20/2006260
Decision 06-05-038 May 25, 2006, DECISION ADOPTING DEFAULT CRITICAL PEAK PRICING FOR 2007 (Rejects settlement agreement for 2007 and orders default in next rate design filing). 5/25/200699
DECISION ADOPTING SETTLEMENT (Approves settlement agreement for 2006-2008 demand response programs) (Proceeding A.05-06-006, A.05-06-008 and A.05-06-017; D.06-03-024) 3/15/2006164