| Cadence OneFive° Internal Handbook

July 11, 2025

Metrics

Bug Count (P-0 and P-1): 2 (after ones that were addressed in Rel 98 are marked closed)

Release 98 went out! (JB)
We sent out drafts of L+M deliverables 2 and 3, and also made some quick updates based on initial feedback. Now we wait to see what ConEd has to say, and we think about how to make this a feature available in Momentum. (JB)
Marc and I had a good meeting with the new NYSERDA project manager for the “PTAC app.” We might have a contract for this by Labor Day (my guess).
We connected the API “tunnel” for bid line items, with momentum and calc-service side talking to each other after weeks of prep work. (FH)
Bomee did a bunch of vibe coding to get a working mock up of real estate proforma UX on dev in a timeframe that allowed us to get rapid feedback from a customer (MZ)
It was a real pleasure to use our product to develop decarb plans for about 20 buildings for our real estate customer Related. These buildings were on the “fancier” side with somewhat more exotic systems so this was a good test – and scope builder was a great tool. Hats off team! Looking forward, I would say that it was a great tool in the hands of someone who knew what they were looking at – so required me to apply my judgement to generate the most appropriate scopes. But my judgement is entirely rules based – and I look forward to better documenting this process on a bunch of other buildings so we can automate and I no longer need to think :) (MZ)

Any missing highlights? Please share in Slack comments.

Looking out for icebergs: What are the risks on the horizon that we’re watching for and navigating around?

AI Document Scraping How will scraping project scopes and contractor bids, which will be more difficult, go? And how quickly can we get this figured out and incorporated into the code?

Carryovers with some tweaks:

Local politics There’s still a lot that could happen between now and the general election in November, but I’m pleased with the outcome so far.
NYC Accelerator news is in! 🎉 We have a lot of build for this–and I realize more with each passing day–so I’m hoping our team continues to incorporate the new tools and processes, and remains vocal and open about what they are working on and what’s not working for them.
ConEd Recompete Still waiting for news
Portfolio/program reporting Users want the ability to look at groups of buildings in our software, whether it’s looking in their own collections for buildings that meet certain criteria or looking at trends across projects in a program. We haven’t done anything in this vein yet, but we’ll need to start. L+M, CFHF, FirstService, and more want and expect this set of features from us.

(repeats with tweaks)

One-to-many: the L+M project is a one-off analysis under a tight deadline. If we play it well, we will have built a lot of re-usable functionality that should benefit the rest of our customers too (measures, address matching inclusive of development, reporting)… but if we don’t, we’ll have accumulated more throwaway code dedicated to a single-use case.
Growing the team: the NYCA news further raises the priority of onboarding the right talent to help us deliver quickly. Let’s prep for it, so that we can identify the right skills, attract the right candidates, and welcome them efficiently. Ahead of permanent hires, and to flex our onboarding muscles, could it make sense to get help from consultants for Laravel expertise, or interns for testing help?

Execution, execution, execution The NYCA thing is huge. Once this is in however, there will be a lot of eyes on us (which is of course what we have wanted all along…)

(carryover from last week with some updates)

Budget for 2H 2025 Scenarios are almost complete - completing the scenarioes will support strategic decision-making around hiring and other resources over the second half of the year and beyond.
Growing the team This requires conversation amongst the team leads post mid-year budget review, but also want to think ahead as far as resources and needs that could support a search such as salary comps and regional employment considerations and guidelines. This would also require getting the documentation on worldwide work into the handbook, along with other policies, asap so everyone is aware of how we should proceed with hiring, onboarding and integration moving forward.
Hiring Process Along with growing the team, also thinking about how we interview and how we could screen for things that are important to a new hire being successful in the company. How we hire is directly related to how we onboard and it’s important to have an idea of how we evaluate not only the ability to do the job/background but capacity to work in our horizontal environment. Working with Chelsea (and the team!) on this topic.

I’ll be showing Momentum to the CPC Climate Capital team (what’s left of them). We’ll see what comes out of this. (JB)
In discussions with some partners on how Momentum can help with “utility resource planning” for a Con Ed RFP. Before buildings implement heat pump projects, utilities have to make sure that they have the infrastructure in place to handle the additional electricity demand. But utilities are currently pretty blind when it comes to understanding which existing buildings are more or less likely to do such projects. This need extends to every utility in the country (MZ)
Quarterly financial reporting to investors (EP)

Please note your reaction to this update in the Slack channel. It helps us to know what is resonating, what is unclear, etc. Thanks!