Process

Applying an Equity Lens in MTI Development

April 3, 2026

Recognizing the historical inequities of energy efficiency investment, as well as the disproportionate energy burden faced by communities across California, CalMTA applies an equity lens in our approach to developing a market transformation portfolio for California.

Prioritizing equity in our program design requires developing a unique set of tools and best practices for application to market transformation. This guidance is a starting point for integrating equity considerations into Market Transformation Initiative development – recognizing that we will continuously learn and adjust our approach as we support a clean energy future for all Californians.

Equity

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Related Resources

Disposition Report for the 2024 RFI

CPUC Decision D.19-12-021 directed CalMTA to document the results of each RFI to the MTAB in disposition reports for both Stage 1 – including a list of submissions rank-ordered by their score – and Stage 2, listing the ideas advancing to Phase II. For the first RFI, CalMTA produced two

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Phase I Disposition Report
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This final Phase I Disposition Report released by CalMTA provides a comprehensive summary of the solicitation, scoring, and assessment of ideas received in the 2023 Request for Ideas. The report provides updates on Batch 1 Market Transformation Initiative (MTI) development and a detailed description of additional idea scoring and recommendations

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MTI Evaluation Framework

The California Market Transformation Framework, created via California Public Utilities Commission (CPUC) Decision 19-12-021, calls for setting clear savings goals and other market transformation initiative (MTI) metrics to ensure a high level of accountability, and ongoing evaluation to reduce program performance risk. To ensure this outcome, CalMTA has developed an MTI Evaluation

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Stage 1 Disposition Report
Stage 1 Disposition Report

This final Stage 1 Disposition Report released by CalMTA provides important insight into the scoring and selection process, as well as a description of the top-scoring ideas advancing to Phase II: Program Development. This report provides a foundation for the next steps in CalMTA’s development of a balanced MT portfolio

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Memo: CalMTA Recommendations for Market Transformation Ideas to Further Develop with Advancement Plans

This memo provides CalMTA’s recommendations for the second set of Market Transformation (MT) ideas to further develop through preparation of Advancement Plans. It documents the selection process, the feedback provided by the MTAB, and CalMTA’s response to this feedback. CalMTA appreciates the MTAB’s input and expertise during the selection and

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Market Transformation Policy Manual
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Market Transformation Policy Manual

CalMTA’s Market Transformation Policy Manual provides a summary of the rules established by California Public Utilities Commission (CPUC) decisions that govern the Market Transformation Administrator (MTA/CalMTA). This manual also includes information that expands on the CPUC’s decisions from key sources, such as the contract between Pacific Gas and Electric (PG&E)

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See all related resources

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 seeks to help meet California’s energy efficiency and decarbonization goals by accelerating adoption of energy-efficient products and practices through market transformation. Market transformation is a proven strategic process of intervening in a market to create lasting change.
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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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Commercial Replacement Window and Attachment Solutions Market Characterization Report

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