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