Selection Criteria

CalMTA will use the following criteria to score and select the submitted ideas:

  • Total System Benefit: The California Public Utilities Commission adopted the Total System Benefit (TSB) metric in Decision 21-05-031. TSB will be a single metric expressed in dollar terms that will replace the IOU’s kWh, kW, and therms goals for their portfolio of programs and is updated every two years. TSB represents the value of energy efficiency resources to the grid and incorporates benefits of energy savings, greenhouse gas emissions reductions, and grid benefits.
  • Readiness: CalMTA is looking for technologies and practices that are commercially available (or within six months of being commercially available). Technologies and practices do not need to be available in California, but they will receive a higher readiness score the more developed the supply chain in California is.
  • MTI Cost & Cost-effectiveness: The cost to develop and deliver the MTI as well as its cost-effectiveness will both be factors. Ideas will receive higher scores when their costs are reasonable and for higher cost-effective ratios.
  • Equity: The equity score will be determined by the impacts that accrue to disadvantaged communities, including non-energy/beneficial impacts, and the creation of partnership opportunities with CBO and NGO entities serving these communities. Beneficial impacts result from projects which include activities to reduce energy burden, create jobs in disadvantaged communities and high road pathway opportunities, reduce GHG emissions, and demonstrate transformative climate change actions which contribute to the ESJ community’s health, safety, and improved environment.
  • Non-energy Impacts: Ideas that deliver benefits or impacts in addition to energy savings and greenhouse gas emissions reductions will score higher in this category.
  • Market Transformation Alignment: Ideas will be scored in this category based on 1) their alignment with the five factors of diffusion (relative advantage, compatibility, complexity, trialability, and observability), 2) whether is there an intervention point, aggregation node, trend, or policy impacting the target market that will generate broad change, and 3) identification of potential structural market changes that may occur and are difficult to reverse.

To learn more about our scoring rubric, visit the Stage 1 Disposition Report (see page 7).

A summary about how the ideas currently in Phase II and Phase I match our Portfolio Priorities below.

CalMTA Portfolio Priorities

MT IdeaEquityWE&T*Energy SavingsGrid BenefitsGHG Reductions
Induction CookingX X X
Room Heat pumpsXXXXX
Efficient Rooftop UnitsXXXXX
Residential Heat Pump Water Heating (HPWH)XXXXX
Commercial Replacement and Attachment Window Solutions (CRAWS)XXXXX
Efficient Streetlighting**X XXX
Foodservice Water HeatingXXX X

*Workforce, Education, and Training

**As of July 2024, CalMTA has paused the Efficient Streetlighting idea in Phase I of development. We will conduct additional research and revisit it as part of the Batch 3 MTI scoring process before moving forward.

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.

The Market Transformation Advisory Board (MTAB) provides expertise and unbiased, non-binding recommendations on CalMTA’s market transformation initiatives. Register here for an upcoming advisory board meeting.
Learn more about CalMTA’s planning and research on energy efficient technologies and our work to build California’s market transformation portfolio, and access quarterly and annual progress reports.
Want to learn more? Join our mailing list to stay informed about upcoming meetings and events, RFI and RFP announcements, and more.  

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We welcome your questions and suggestions.

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CalMTA

Resource Innovations
719 Main Street, Suite A

Half Moon Bay, CA, 94019

(888) 217-0217

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