CalMTA uses key performance indicators (KPIs) to measure its progress at the program-level and by market transformation initiative (MTI). The scorecard below reflects KPIs for all market transformation initiatives (MTIs) in the portfolio as well as operational performance.
This scorecard shows data as of December 31, 2024. At the time of posting, with no MTIs in the Phase III: Market Deployment, we can only report on operational KPIs. “N/A” refers to data that is not available at the time of posting. Targets shown in the scorecard reflect the MTIs submitted and pending approval as part of the Application. After Application approval, future scorecards will show targets for approved MTIs. To view CalMTA’s current KPI scorecard, visit Tracking Our Progress.
In CalMTA’s annual Operations Plan, we identify milestones related to MTI development, operations, stakeholder engagement, and equity to be completed by quarter. Collectively, the milestones listed roll up to this KPI.
This KPI represents funds spent to date for the current year compared to the approved budget.
This KPI measures the proportion of CalMTA’s budget spent in the Administration Cost Category.
Measures the proportion of CalMTA’s budget going to third parties (including implementers, evaluators, market partners – in the form of incentives, marketing dollars, etc.) in the current year.
As above, over the initial five-year funding period.
Each MTI has a number of market progress indicators (MPIs) documented in the MTI Plan which are metrics that are used to track market progress. Milestones are the specific expected quantitative or empirical achievements, including timing, that correspond with certain MPIs. This KPI tracks the proportion of market progress milestones met or on track to be met for the current year.
Each initiative has MPIs that relate specifically to equity aspects of the MTI. Collectively, all equity milestones in the portfolio roll up to this KPI.
This KPI reflects CalMTA’s performance on completing planned ESJ engagement milestones each year necessary to grow relationships and support feedback on MTI interventions focused on delivering equitable outcomes. These activities are documented in the annual Operations Plan.
In all cases, these savings and benefits KPIs are across the portfolio
The dollar value of energy, grid, and greenhouse gas benefits to the electric and natural gas systems, net of what other energy efficiency program administrators may claim.
The dollar value of energy to the electric and natural gas systems from avoided generation, net of what other energy efficiency program administrators may claim.
The dollar value of capacity, transmission, and distribution capacity benefits to the electric and gas systems, net of what other energy efficiency program administrators may claim.
The dollar value of GHG benefits – including both carbon (expressed through the GHG adder) and high global-warming potential gases, such as methane and refrigerants, net of what other energy efficiency program administrators may claim.
Total TSB impacts (including PA-reported savings) influenced by the MTI via coordinated MTI and other EE program efforts.
TSB for the lifetime of all MTIs that have advanced to Phase III, which is typically 20 years.
Measures the relative costs and benefits of the portfolio to both participants and non-participants. The portfolio includes the costs of Phase II and Phase III for all approved MTIs.
Measures the program costs incurred by the administrator, the incentives paid to the customers, and the increased supply costs for the periods in which load is increased.
The lifetime forecasted cost-effectiveness for CalMTA’s portfolio based on net incremental TSB, using California’s rules for the Societal Cost Test, which is a variant on the TRC test that includes the effects of externalities, excludes tax credit benefits, and uses a different (societal) discount rate.
1Three operational milestones were delayed to 2025 including the 3rd quarter report (delivered in January 2025), the Stakeholder Survey (launched in February 2025), and the CRTU Market Characterization Study (scheduled for release in 4th Quarter 2025). Milestones that were not pursued include public comment and release of the Efficient Streetlighting Advancement Plan, which was drafted but the idea did not to advance to Phase II. In addition, CalMTA did not launch any new Strategy Pilots in 2024.
2The targets shown reflect MTIs with submitted MTI Plans, i.e., Room Heat Pumps and Induction Cooking.
3The forecasts shown reflect MTIs with submitted MTI Plans, i.e., Room Heat Pumps and Induction Cooking. The CPUC did not impose any cost-effectiveness threshold at the portfolio level or MTI level (D.19-12-021, p. 69).
The California Market Transformation Administrator (CalMTA) develops and manages market transformation initiatives in the state to reduce energy use and reduce greenhouse gas (GHG) emissions.
CalMTA follows a rigorous process for reviewing, scoring, and then developing relevant, timely market transformation initiatives. The process supports market transformation initiative creation from concept to program development to market deployment, as well as the eventual exiting of the market.
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