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, see page 54 of the April 19, 2023 MTAB Orientation Meeting presentation slides, or go to minute 35:40 in the meeting recording.


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