California Climate Investments Roadmap

Step 4: Develop guidelines and solicitation materials for projects

Administering agencies work with CARB to develop program guidelines and solicitation materials and identify quantification needs.

Activity Lead Notes
Read section III.B (p. 31) of the Funding Guidelines. All
Meet with agency to review guidelines/solicitation language requirements in the Funding Guidelines. CARB Section III.B, specifically Table 4.
Fill out the Program Guidelines and Solicitation Review Checklist and share with CARB for review. Administering Agency The checklist includes requirements in the Funding Guidelines in a fillable PDF.
Meet with agency to review Program Guidelines and Solicitation Review Checklist and provide requests for edits, specifying which edits are required or recommended. CARB
Finalize changes to guidelines and solicitation materials. Administering Agency
Activity Lead Notes
Review section II.C.1 (p. 14) and III.C (p. 36) of the Funding Guidelines. All
Determine if QMs already exist for the project types proposed for funding and/or whether a new QM needs to be developed. All Components from different tools can be combined if the project types funding via the proposed program fit components from multiple methodologies/QMs.
Create a schedule to align QM development (if needed) with the program timeline. All Timeline should allow for ongoing coordination between CARB and agency staff, and involvement with all relevant stakeholders on the scope of eligible project types being quantified. If creating the QM relies on compiling existing methods/components into a new tool, that will be a shorter timeline than developing a novel method for a new project type.
Compile and update existing CARB-developed methods; consult the administering agency and technical experts to develop new project types and quantification approaches. CARB CARB may agree to use administering agency’s own methods or third-party tools to quantify GHG emissions reductions and key variables, but this should be decided on a case-by-case basis.
If project types do not have quantifiable GHG emissions reductions: Develop a qualitative description of how expenditures facilitate GHG emissions reductions and co-benefits. Administering Agency
Draft and seek agency feedback on QM approach. CARB
For new and updated methods, post final draft for at least a 2-week public comment period. CARB
Revise draft and post final QM. CARB

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