eTRM enhancements prioritization for 2026.These annual enhancement priorities are guided by the broader strategic direction outlined in the <a target="" rel="noopener noreferrer nofollow" class="link" href="https://www.caltf.org/etrm-roadmap">eTRM Roadmap</a>, a long-term planning framework for eTRM evolution.

Backlog

Next up

In Progress

Done

Development Workplan 2026

Create a new measure proposal form in the eTRM that allows vendors to submit a new measure proposal and can then be converted/transfered to an eTRM measure package.May incorporate QA/QC automation for missing information, pre-process inputs, data suggestion (e.g., permutation streamlining, strategies for improving cost-effectiveness metrics, etc.)With this integration, incorporate Measure Screening tracking to Measure Development Report to view the entire lifecycle of MP.

In Review

MP Management

New Measure Module

Integration & Intelligence

Less Development Cost

Less Other Admin Cost

High Priority

Measure Contributors

Simplified UX

Improves Usability

An Anonymous User

Set up an input form for references so that users could request references directly in the eTRM, apply checks to references to ensure good quality. Be able to extract the list of the references that are uploaded into the eTRM for system admins (maybe base users, we will need to discuss).System admin can just approve (add the reference to the library with a new number), approve but modify the citation/file, or reject as new but update an existing reference insted, rejectFeatures:<ul><li>Input fields to be converted to citation (<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://bibme.org">bibme.org</a>)</li><li>Multiple choice selection + adding new labels to ensure consistency (U.S. v. US)</li><li>AI integration to reformat the citation</li><li>AI integration to find if there are duplicate citation (i.e., semantic search, file search)</li><li>AI integration to find if the reference update will affect other measures, in which case a new reference may be warranted</li></ul>

References

System Admin

Reference Request/Approval Form

Integrate automated QA/QC tools directly within eTRM to reduce burden on stakeholders to perform manual checks or develop their own external tools. These QA/QC tools can include (1) checking for alignment/consistency between ex ante tables, (2) using measure property data to support claim validation and field data verification/QC, and (3) implementing measure permutation streamlining algorithms to recommend optimized permutations for new measures and major version updates.

Planned

Integrate automated QA/QC tools directly within the eTRM

CA eTRM

Currently, eTRM only allows very limited filtering from the web application (e.g., single choice selection, only some tables allow filtering on parameters only). This enhancement adds more advanced filtering functionality to improve data searchability, usability, and overall user efficiency across the platform.Proposed filter widgets:<ul><li>Multiple choices</li><li>Number range selection</li><li>Date range selection</li><li>Keywords search</li></ul>Additional filtering abilities:<ul><li>Ability to filter all table columns, not just parameter fields</li><li>Persistent filters: Ability for users to save the filtered view for future access. For example, PA users may only need to see their measures.</li><li>Ability to export the filtered table so the user does not have to reapply filters. The export csv should indicate the filters that were applied</li></ul>Tables targeted for the advanced filtering UI:<ul><li>Supporting Value Vables in Measure</li><li>CPUC Support Tables</li><li>Shared Value Tables</li><li>Permutations Table/Custom Permutation Report</li><li>Measure Development Report</li></ul>

User Experience (UX)

All Users

Advanced filtering for data tables and reports

Integrate a "Help Desk" feature, such as Featurebase or Zendesk, in the eTRM as the new "Contact Us" page for System Admin / Cal TF Staff to intake and manage all eTRM communication, such as enhancement requests, road map, bugs report.

System Management

Integrate a dedicated customer support platform ("Featurebase") for the eTRM

Update the existing Measure Development Report to:<ul><li>tracks more granular timeline during measure development and review process</li><li>Update so “resubmitted to CPUC” does not overwrite "Submitted to CPUC" date</li><li>provide more data users may be interested in (e.g., measure dev firm, current status, etc, target dates)</li><li>allow more rows and columns customization for users to select the fields they are interested in</li><li>enable data extraction for customized report and visualization</li></ul>

Reports: Others

"Measure Development Report" Improvement

Issue: The eTRM public Postgres database has not synced since 7/21/2026 ~9 am UTC (~2 AM PST). This is the day we ran the 2026 CET correction update. The database data showed the last updated date was 7/21/2026. Measure activities (e.g., new drafts and new permutations) beyond that date are not reflected in the database after the scheduled sync time.Business Impact: The public PostgreSQL database contains outdated data, preventing users and downstream systems (especially the CEDARS Load Shape Library) from accessing the latest production updates. This resulted in inaccurate reporting and data discrepancies between the public database and the production eTRM system.

Completed

eTRM Public Postgres Database Isn't Syncing

<h2>Background</h2>eTRM currently accepts and stores leading and trailing whitespace entered into text fields (e.g., “Technology ID” value table).<img data-width="25%" data-align="left" alt="" data-featurebase-content-key="69ab33f0f4c63f99375a86d2/post/6a46c519ac3ab9e3ed420b3d/019f246d-2160-7ae8-a5b4-d6ba7d02224a/b64u-aW1hZ2UucG5n.png" data-featurebase-content-filename="image.png" src="https://69ab33f0f4c63f99375a86d2.featurebase-attachments.com/c/post/6a46c519ac3ab9e3ed420b3d/019f246d-2160-7ae8-a5b4-d6ba7d02224a/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260803T220000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260803%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=7412624aa215d04106c716891772df07cfa238ff9cebf996bfc06ad277221b41">While editing a value, the whitespace is visible. However, after saving, the UI trims the whitespace for display in both the Value Table and the Permutation Table, making it appear as though the value has been cleaned.<img data-width="25%" data-align="left" alt="" data-featurebase-content-key="69ab33f0f4c63f99375a86d2/post/6a46c519ac3ab9e3ed420b3d/019f246d-92c5-7177-9843-5e1edb48e7b0/b64u-aW1hZ2UucG5n.png" data-featurebase-content-filename="image.png" src="https://69ab33f0f4c63f99375a86d2.featurebase-attachments.com/c/post/6a46c519ac3ab9e3ed420b3d/019f246d-92c5-7177-9843-5e1edb48e7b0/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260803T220000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260803%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=2fc8c8b3106cb356989548b28d1c13f0c4c8024452cb41b9f0681ddcae334411"><img data-width="50%" data-align="left" alt="" data-featurebase-content-key="69ab33f0f4c63f99375a86d2/post/6a46c519ac3ab9e3ed420b3d/019f246d-aa01-7bad-8936-bc231da0ea7d/b64u-aW1hZ2UucG5n.png" data-featurebase-content-filename="image.png" src="https://69ab33f0f4c63f99375a86d2.featurebase-attachments.com/c/post/6a46c519ac3ab9e3ed420b3d/019f246d-aa01-7bad-8936-bc231da0ea7d/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260803T220000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260803%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=c26d93e703c12a021e95548853881fc2f78b8be17abdbda5b469bcb9ccaa9121">The whitespace is still present in the underlying data and is returned in downloads, the API, and the database.<img data-width="50%" data-align="left" alt="" data-featurebase-content-key="69ab33f0f4c63f99375a86d2/post/6a46c519ac3ab9e3ed420b3d/019f246d-fb9e-7cb9-a5ea-c750058a3bb2/b64u-aW1hZ2UucG5n.png" data-featurebase-content-filename="image.png" src="https://69ab33f0f4c63f99375a86d2.featurebase-attachments.com/c/post/6a46c519ac3ab9e3ed420b3d/019f246d-fb9e-7cb9-a5ea-c750058a3bb2/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260803T220000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260803%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=d2e810fe5c25b06a9aae179884ea5dd899c55ca012405e155cbab72df70608a7">This inconsistent behavior makes the issue difficult to detect during quality control. In our case, the hidden whitespace caused a downstream validation error in the CEDARS Load Shape Tool (the Tool did not generate the avoided cost for the measure), but the root cause was not immediately apparent because the UI displayed the value without the whitespace.Solution: eTRM does the automatic stripping across the board (not just in the display)Steps to reproduce:<ul><li>Navigate to a measure</li><li>Create or click on an existing value table</li><li>Edit the value table column that is of text data type</li><li>Save the edit</li><li>Map the field to the permutations</li><li>Run the permutation</li></ul>

System Robustness (Required)

Permutations

Strip Leading and Trailing Blank Space in eTRM Fields

Unsync and remove "Load Shapes, Electric/Gas" CPUC Support Tables

Shared Data

Foundations & Compliance

Unsync and remove "Load Shapes, Electric/Gas" CPUC Support Tables

Allow users to create an equation that concatenates various parameters/value table fields. One immediate use case is for measure developers to generate their own load shape ID/E3MeasElecEndUseShape ID.

California eTRM

Development Workplan 2026