Attachment_B_-_Functional_Requirements.xlsm

Instructions

STATEWIDE INFORMATION MANAGEMENT MANUAL

SECTION 19B.3 MID-LEVEL SOLUTION REQUIREMENTS TEMPLATE TOOL

INSTRUCTIONS:

Identify the Project Number and Agency/State Entity Name:

In the Instructions tab, enter the Project Number and Agency/State Entity Name. This information will automatically populate on each corresponding "Requirement Type" tab.

Enter requirements:

Enter mid-level solution requirements in the corresponding tab based on the "Requirement Type" (i.e., Functional Mandatory, Functional Desirable, Non-Functional Mandatory, Non-Functional Desirable, Project-Transition Mandatory, Project-Transition Desirable). For additional instructions , refer to the SIMM Section 19B.1 Preparation Instructions Section 2.6.

Note: Footer information may be modified based on Agency/state entity preference.

Create a combined worksheet that displays all requirements:

Click on the "Create Combined Worksheet" button to combine all the requirements from the separate "Requirement Type" tabs (i.e., Functional Mandatory, Functional Desirable, Non-Functional Mandatory, Non-Functional Desirable, Project-Transition Mandatory, Project-Transition Desirable) onto one worksheet. Do not re-select the "Create Combined Worksheet" button if a "Combined" tab already exists, as the automatic combine macro will not function correctly. To ensure proper functionality, first delete the existing "Combined" tab and then select the "Create Combined Worksheet" button to update the combined listing of requirements.

Format the "Combined" tab:

Click on the File Menu tab, select Print. In the Print Menu, use the appropriate drop down arrows to change the "Portrait Orientation" to "Landscape Orientation" and change the "No Scaling" to "Fit All Columns on One Page."

Set Print Area:

Prior to printing from a tab/worksheet, set the Print Area.

To do this, Select the entire area to be printed. Once selected, click the Page Layout Menu tab, then select Set Print Area.

Attach requirements:

Once completed and ready to submit, attach the completed requirements documentation as indicated in Section 2.6.

California Department of Technology SIMM Section 19 Mid-Level Solution Requirements B.3 Mid-Level Solution Requirements Template &P

August 2016

Create Combined Worksheet

Combined

• EJ Values cannot be transferred to another S177 state.

Annual ZEV Requirement = Annual Percentage Requirement x Production Volume Where:

Annual ZEV Requirement = manufacturer's ZEV production required, expressed in whole vehicles, for the applicable model year

Annual Percentage Requirement = the annual percentage requirement as seen in the table below:

Model Year Percentage Requirement 2026 35% 2027 43% 2028 51% 2029 59% 2030 68% 2031 76% 2032 82% 2033 88% 2034 94% 2035 and subsequent 100%

The System will allow for these two methods for calculating the Production Volume:

1) Previous year average method to determine production volume through 2034 model year.

The production volume used to calculate a manufacturer's Annual ZEV Requirement for the 2026 through 2034 model years is the three-year average of the manufacturer's volume of passenger cars and light-duty trucks, produced and delivered for sale in California or a given S177 State, in the prior second, third, and fourth model years (e.g., 2026 model year Annual ZEV Requirements are calculated using the California or given S177 State production volume average of passenger cars and light-duty trucks for the 2022 through 2024 model years).

2) Same year method to determine production volume.

An additional 0.15 partial vehicle value credit if the PHEV has a US06 all‑electric range of at least 10 miles.

The maximum total partial vehicle value plus additional credit may not exceed 1.00.

• 2026 through 2031 End of Lease MY ZEVs and PHEVs, an additional 0.10 vehicle value for ZEV or PHEV initially leased new and sold at end of lease in 2026 through 2031 calendar year to a dealership participating in a financial assistance program.

• 2026 through 2031 MY ZEVs or PHEVs, an additional 0.15 vehicle value for ZEV or PHEV sold to a participating dealership is then sold to a financial assistance program participant in 2026 through 2031 calendar year for a maximum total of 0.25 additional vehicle values.

Surplus or Shortfall = ZEV Requirement Performance-Annual ZEV Requirement Where:

Surplus or Shortfall = manufacturer's calculated surplus or shortfall, rounded to the nearest whole vehicle value, where a positive number results in surplus values and a negative number results in a shortfall of values;

• ZEV requirement performance = manufacturer's calculated performance per ABM-14

• Annual ZEV Requirement = manufacturer's calculated requirement per ABM-4