Optimization of Deemed Data Collection Requirements

Deemed measures rely on the competing goals of accuracy and volume to ensure that gross claims are reasonable. In the current California electronic Technical Reference Manual portfolio, this balance is not always well aligned; as of PY2025, more than 40 measure packages, representing over 25 percent of the portfolio, have not been part of any savings claims since PY2022. This project addressed the need to better align data collection requirements with the measure parameters that materially affect total system benefit, total resource cost, and claim integrity. The project developed and piloted a framework for evaluating data collection burden across a representative group of five commonly implemented measure packages and two unused or rarely used measure packages in the California portfolio from 2023 to 2025. The approach combined electronic Technical Reference Manual permutation outputs, recent claims trends, stakeholder feedback, sensitivity analysis, and structured estimates of data collection cost by format and delivery type. This allowed the project team to compare the value of additional documentation against the benefits it protects.