This Advancement Plan summarizes available information and essential research activities for the proposed Market Transformation Initiative (MTI) that CalMTA recommends advancing from Phase I: Concept Development into Phase II: Program Development. It represents the stage-gate deliverable illustrated in Figure 1 and describes the scope of work for research, testing, and stakeholder engagement needed in Phase II to develop a full MTI Plan for approval by the California Public Utilities Commission (CPUC), which will authorize the MTI to move into Phase III: Market Deployment. The initial research efforts outlined in the Advancement Plan will determine the idea’s long-term potential before CalMTA recommends whether to advance this MTI further. All MTI Advancement Plans are reviewed by the Market Transformation Advisory Board (MTAB) and the public before they are finalized by CalMTA.
This Advancement Plan contains:
- Key characteristics of the market transformation (MT) idea (e.g., description, target market, initial MT theory, etc.)
- Identified gaps in knowledge that need to be filled before an MTI Plan could be written for CPUC approval
- Estimated costs and workplan for activities in Phase II that will fill the knowledge gaps.
Public comment
The draft Advancement Plan was posted for public comment on the California Public Utilities Commission Public Document Area and the CalMTA Public Comment Submission Portal from June 9 – July 9, 2025. The Feedback Response Memo provides a high-level summary of comments received and the Advancement Plan Feedback Response details the specific feedback and CalMTA’s response.
