REN PAs’ portfolios Forecasted budget must not exceed the annual budget in the approved business plan, or (if applicable) the revised annual budget in the PA’s September 4, 2018 ABAL, for the program year for which the ABAL requests budget authority, plus any unspent funds from previous years in the business plan period, by more than 20 percent; and PA claim requiring staff verification: Forecasted energy savings goals must meet or exceed the annual energy savings targets included in the PA’s business plan. Verification shall include review of: prior year actual energy savings, sectorlevel metrics, and analysis of provided program/portfolio information so an energy efficiency expert would reasonably conclude the forecast will be achieved. Standard of review for staff disposition of the ABALs does not include review of program administrators' decisions on reducing, cancelling, expanding or adding individual programs or program areas. Review Process for or Transition “Ramp” Period We consider the first few years of this business plan period (20182022) as ramp years in the context of third party solicitations, setting up the statewide administration framework, and affording the PAs an opportunity to improve portfolio costeffectiveness. The Commission can call for a resubmitted ABAL from any PA as a result of a decision in the policy track (R.1311005 or its successor), new data based on evaluation results or PA savings claims, or for any other reason. If a PA’s ABAL submitted for program year 2019 (September 4, 2018) through program year 2022 (September 1, 2021) meets the ABAL review criteria, staff will approve that PA’s ABAL. If a PA’s ABAL submitted for program year 2019 (September 4, 2018) through program year 2022 (September 1, 2021) fails the ABAL review criteria, then staff will reject that PA’s ABAL and direct the PA to
REN PAs’ portfolios Forecasted budget must not exceed the annual budget in the approved business plan, or (if applicable) the revised annual budget in the PA’s September 4, 2018 ABAL, for the program year for which the ABAL requests budget authority, plus any unspent funds from previous years in the business plan period, by more than 20 percent; and PA claim requiring staff verification: Forecasted energy savings goals must meet or exceed the annual energy savings targets included in the PA’s business plan. Verification shall include review of: prior year actual energy savings, sectorlevel metrics, and analysis of provided program/portfolio information so an energy efficiency expert would reasonably conclude the forecast will be achieved. Standard of review for staff disposition of the ABALs does not include review of program administrators' decisions on reducing, cancelling, expanding or adding individual programs or program areas. Review Process for “Ramp” or Transition Period We consider the first few years of this business plan period (20182022) as ramp years in the context of third party solicitations, setting up the statewide administration framework, and affording the PAs an opportunity to improve portfolio costeffectiveness. The Commission can call for a resubmitted ABAL from any PA as a result of a decision in the policy track (R.1311005 or its successor), new data based on evaluation results or PA savings claims, or for any other reason. If a PA’s ABAL submitted for program year 2019 (September 4, 2018) through program year 2022 (September 1, 2021) meets the ABAL review criteria, staff will approve that PA’s ABAL. If a PA’s ABAL submitted for program year 2019 (September 4, 2018) through program year 2022 (September 1, 2021) fails the ABAL review criteria, then staff will reject that PA’s ABAL and direct the PA to
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