eTRM Templates and Guidelines

Tools and templates to support measure updates and measure development in eTRM

Written By CA eTRM

Last updated 3 days ago

Statewide Measure Characterization Template

(v7.1, updated July 30, 2026)

Template with instruction prompt and boilerplate text to complete the measure characterization

eTRM+Measure+Characterization+Template+v7.1+2026.07-30.docx

626.9 KB Document

Statewide Measure Development and QA/QC Guidelines

(v3.0, updated September 3, 2025)

Data dictionary and data requirements for the measure characterization sections and the permutation data specification fields. Document also includes formatting and naming conventions for parameters, value tables, calculations, and characterizations.

Statewide+Measure+Development+and+QA+QC+Guidelines+v3.0.pdf

1.5 MB Document

Statewide Measure Development Style Guide

(v3.0, updated February 25, 2022)

Editorial and stylistic conventions — such as voice, word usage, units of measurement, common terminology, and abbreviations — to facilitate standardization and consistency

eTRM+Style+Guide+v3.0.pdf

595.6 KB Document

Exclusion Table Examples

(updated August 26, 2021)

Examples of common exclusion rules

Exclusion+Tables+Examples+2021.08.25.xlsx

48.2 KB Spreadsheet

Workflow Conventions and Standards “Cheat Sheet” for Measure Contributors

(v3, updated October 20, 2023)

Conventions and standards for the measure development/update workflow process, including boilerplate text for Change Description (new measure, measure update, and admin correction) and Measure Announcement.

Conventions+for+Measure+Development+Workflow+v3+2023.10.20.pdf

586.6 KB Document

Measure Development Resources - QA/QC Tools

QC tools to check permutations data for Cal TF staff data specification standards can be found on the Measure Developer Resources SharePoint page: QC Tools