Statewide Measure Characterization Template

(v7.2, updated September 11, 2026)

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

For EnergyPlus-modeled measures, the “EnergyPlus Storage Guidance,” provided courtesy of TRC Companies and presented at the EnergyPlus SME meeting, offers additional guidance on which files should be saved and where they should be stored.

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 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

Exclusion Table Examples

(updated August 26, 2021)

Examples of common exclusion rules

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.

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