Introduction
The policy rules contained in this document are the California Public Utilities Commission's (Commission) guiding principles for use in evaluating energy efficiency program proposals. The rules contained herein establish the Commission's approach to all aspects of the development of energy efficiency programs.
Applicants proposing energy efficiency programs to the Commission should use this manual as an overall guide in designing programs, applying for funding, having their programs evaluated, and conducting program implementation.
These rules apply to all programs commencing subsequent to the date of the adoption of this document by the Commission. This manual applies to energy efficiency programs funded through the following mechanisms:
· The electric public goods charge (PGC), as authorized by Public Utilities (PU) Code Sections 381 and 399
· The gas PGC, as authorized by PU Code Sections 890-900.
The rules in this document do not currently apply, but may in the future be modified to apply, to:
· Low-income energy efficiency programs funded by the electric or gas PGC
· California Alternative Rates for Energy (CARE) for low-income customers funded out of electric or gas PGC1
· Interruptible rate or load management programs2
· Self-generation and demand-responsiveness programs developed in response to AB970 (PU Code Section 399.15(b)).3
This document also replaces the "Adopted Policy Rules for Energy Efficiency Activities" adopted in Commission Resolution E-3592 and modified in subsequent decisions including D.00-07-017 and D.01-01-060. Those policy rules, initially recommended by the California Board for Energy Efficiency and adopted in Commission Resolution E-3592, are no longer in effect and are superceded by this manual.
In addition, other reference materials and supporting documents are incorporated into this policy manual by reference, and may include additional information on the application of these rules.
Finally, the rules contained in this document do not apply to pre-1998 program commitments by the Investor-Owned Utilities (IOUs), which are to be funded using pre-1998 carryover funds, or to any shareholder incentives associated with those commitments, both of which remain subject to the demand-side management (DSM) policy rules that were in place at the time those commitments were made.4
This document is organized into the following sections:
1. Definitions
2. Policy Objectives
3. Program Design Requirements and Eligibility Guidelines
4. Cost-effectiveness
5. Budgets and Compensation
6. Evaluation, Measurement, and Verification Requirements
7. Process and Procedural Issues
The Commission, or the Energy Efficiency Assigned Commissioner, Assigned Administrative Law Judge (ALJ), or the Energy Division may update this manual, in whole or in part, at any time. In addition, we may update or modify any supporting documents incorporated into these rules by reference, separately or alongside modifications made to this document.
1 A separate low-income rulemaking was initiated on August 23, 2001 (R.01-08-027). 2 Interruptible and load management programs are primarily being addressed in Rulemaking R. 00-10-002. 3 These programs were adopted in D.01-03-073, in Rulemaking 98-07-037. 4 See, for example, Protocols and Procedures for the Verification of Costs, Benefits, and Shareholder Earnings from Demand-Side Management Programs, in D.93-05-063, revised March 1998.
