Measure Catalog
Measure Catalog
Clicking on the "Measure Catalog" tab at the top of the screen will load the list of program-specific measures. The list will be filtered based on which IOUs are selected in the READI© Options dialog.
The "Measure Catalog" links all necessary cost effectiveness values to a measure definition such that an engineering cost-benefit analysis can be done. Measure Catalog entries are defined in IOU workpapers where all relevant cost-effectiveness references are described for a measure along with how that measure is delivered by a program. All entries in the Measure Catalog table are based on IOU workpapers and are created by linking data from other ex-ante tables:
- Measure ID
links to a DEER or non-DEER measure definition in the Measure table,
the Measure definition includes information about all technologies involved with the measure; - Energy Impact ID
linked via the referenced Measure,
links to a group of DEER or non-DEER energy impacts in the Energy Impacts table,
energy impacts that vary by building type, vintage or location are linked to a measure by a single Energy Impact ID; - NTGR ID
links to a record or group of records in the DEER NTGR table,
the selection of the Net-to-Gross Ratio record that is linked to the implementation is dependent on both the measure technology and how the measure is delivered to the customer; - GSIA ID
links to a record or group of records in the DEER GSIA table,
the Gross Savings and Installation Adjustment reference is dependent on both the measure technology and how the measure is delivered; - Measure technology Cost ID
is linked either in the Measure Catalog entry directly or via the referenced MeasureID,
links to a record or group of records of DEER or non-DEER measure costs in the Measure Cost table,
describes either the full or incremental cost of the measure technology,
a single Cost ID can reference multiple cost records that vary by building type or climate zone; - Code/Standard technology Cost ID
is linked either in the Measure Catalog entry or via the referenced MeasureID
links to a record or group of records of DEER or non-DEER measure costs in the Measure Cost table,
describes the full cost of the code/standard technology involved with the measure, if applicable,
a single Cost ID can reference multiple cost records that vary by building type or climate zone; - EUL ID
linked via the referenced Measure,
links to a DEER or non-DEER EUL ID in the EUL table
assigns an Estimated Useful Life to the measure technology,
a single EUL ID can reference multiple EUL life records that vary by building type or climate zone; - RUL ID
linked via the referenced Measure,
links to a DEER or non-DEER EUL ID in the EUL table
assigns an estimated Remaining Useful Life to the pre-existing technology, if needed.
Additional information in the Measure Catalog include:
- Application Type
specifies how above Pre-existing and above-code Energy Impacts are used in concert with the EUL and RUL values:- Replace-on-Burnout (ROB) or New Construction (NC): specifies that the measure above-code energy impacts are used for the EUL number of years. The incremental measure technology cost can be specified or the full cost of both the measure technology and the code technology can be specified.
- Early Retirement (ER): specifies that the measure above pre-existing enegy impacts are used for the initial RUL number of years; following the RUL period, the above-code energy impacts are used for the (EUL – RUL) number of years. The full cost of the code technology must be specified along with the full or incremental cost of the measure technology.
- Retrofit (Ret) or Retrofit Add-On (REA): specifies that the above pre-existing energy impacts are used for the linked EUL number of years. The full or incremental measure technology cost can be specified and will be used as the measure cost.
- Delivery Type
specifies how the measure is delivered to the customer; Linked NTG and Cost records must be compatible with the specified delivery type, options include:- Direct Install
- Prescriptive Rebate
- On-bill Financing
- Default Cost Qualifier
the cost qualifier allows a single Measure Catalog entry to reference different cost records based on a “cost qualifier” specified in the claim. If the cost records linked to the Measure Catalog entry require a cost qualifier, but none is specified in the claim, the default cost qualifier will be used.
The cost records linked to the Measure Catalog entry must utilize the “Cost Qualifier” applicability field and include all values that will be used when making claims against the Catalog. The historical use of a cost qualifier in IOU programs is for CFL lamps, where the cost varies depending on the packaging (single-pack, 2-3 pack, 5-pack, etc.).
- Program cost information can also be included in the Measure Catalog definition:
- Payment to Customer: Rebate
- Payment to Customer: On-bill Financing
- Payment to Non-Ratepayer: Incentive
- Payment to Non-Ratepayer: Direct Install Labor
- Payment to Non-Ratepayer: Direct Install Materials
- Payment to Non-Ratepayer: Administrative/Other
- Non-Incentive program costs
- Rate Payer Cost: General
- Rate Payer Cost: Labor
- Rate Payer Cost: Material
Measure Catalog Claim values
A Measure Catalog entry, as defined by the links listed above, can be associated with many combinations of Energy Impact, Cost, NTG, GSIA and EUL records. This occurs because each of the tables linked to the entry can have multiple rows with the same referenced ID; the multiple records are distinguished by applicability fields. This is a key concept in how Measure Catalog entries are used in IOU claims and is explained in more detail below.
To examine all of the possible combination of cost effectiveness values associated with a Measure Catalog entry, select a row in the Measure Catalog table and press the "Measure Catalog Claim Values" button (or double-click on a Measure Catalog List row). Each of the linked tables will be analyzed and the intersection of all the tables will be summarized in a separate window.
- The top-left window lists all of the references used to lookup the cost values.
- The bottom table lists all possible sets of cost effectiveness values associated with the Measure Catalog entry. The first six columns are the applicability specifications, or Measure Catalog input values. The remaining columns are the cost effectiveness values associated with the specified combination of applicability values for that Measure Catalog entry.
- The top-right window presents a number of views of the Measure Catalog Claim Values for the selected row. The values will update when a new row in the bottom table is selected. The top-right window includes these tabs:
- [Ex Ante Values]: this tab shows the main ex ante claim values for the selected Measure Catalog input values shown at the top of the window. The values shown in this tab are linked from the Energy Impacts, Cost, NTG, GSIA and EUL tables.
- [E3 Formatted Ex Ante Values:] The Energy Impacts and Cost data from the previous tab are translated into the E3 Cost-Effectiveness Calculator format. The Application Type is used to determine the First and Second Period impacts and costs.
- [Measure Catalog Input Options]: This tab summarizes what input (aka applicability) values can be used with this Measure Catalog ID. Lists that are blank or that have a single entry of "Any" do not need to be specified in the Claim. To see which applicability values matched some tables, but did not have a match in all of the linked tables, check the "show all" box at the bottom-right.
- [Other CE Values]: Other ex ante values needed by the cost-effectiveness calculation are listed here.
Referencing a Measure Catalog ID in Claims
A Measure Catalog entry is referenced in an IOU measure claim by specifying the Measure Catalog ID along with the associated Applicability Values. Applicability values allow a Measure Catalog ID to resolve to a single set of values to be used in the cost-effectiveness calculation. The applicability fields for a Measure Catalog entry include:
- IOU:the IOU value is needed to resolve Energy Impacts records. This value may be different than the submitting IOU if the submitting IOU is referencing a Measure Catalog ID based on another IOUs workpaper.
- Building Type: the building type is needed to resolve the Energy Impact, Cost, NTG, GSIA and EUL records. The building type entry must be a recognized “Code” from the DEER Building Type (aka Sub-Sector) table.
- Building Vintage: the building vintage is needed to resolve the Energy Impact, Cost, NTG, and GSIA records. The building vintage is usually “Ex” (Existing) or “New”, but can be any valid code from the DEER Building Vintage table may be used.
- Building Location: the location is needed to resolve Energy Impact, Cost and EUL records. The location entry must be a recognized “Code” from the DEER Location type.
- HVAC Type: this value is typically allowed to default, but may be specified to link to HVAC-specific energy impacts. The specified value must be one of the HVAC type codes used in the referenced Energy Impacts records.
- Cost Qualifier: when applicable, the cost qualifier links a specific cost record to the claim. The value used in the claim must be present in the cost qualifier field of the referenced cost record.
Searching for Measure Catalog entries
Like other tables in READI©, the table at the bottom of the Measure Catalog screen can be sorted and filtered by clicking on the column headings. One can also search for text within the Measure Catalog ID, the Measure Catalog Description or the Source Description. Click on the label next to the search box to select the search criteria, enter the text in the bottom search box and press Enter. Separate two search text values with “and” to seach for records that contain both text values (e.g. “Audit and Onsite”).