California Advanced Homes Program (CAHP) Update · the checklist provided in the CAHP Handbook –Provide the construction drawings . Program Process - Submitting Application Package

California

Multi-Family

New Homes A Third-Party Program

of the Pacific Gas and Electric Company (PG&E)

California Advanced

Homes Program (CAHP)

Update

November 15, 2011

October 2009

Sponsored by PG&E

“PG&E” refers to Pacific Gas and Electric Company, a subsidiary of PG&E Corporation. © 2010 Pacific Gas and Electric Company. All rights reserved.

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Program Description

Public service program

Cash Incentives

Energy Design Assistance

Project Roundtable

Educational Opportunities

Program Coordination

Facilitate energy efficient design

and construction in new multi-family

housing through cash incentives

and design assistance

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Eligible Customers

Multi-family buildings in PG&E service territory:

3 or more attached units

New construction

Exceed 2008 Title 24 Standards by at least 15%

Submit complete application package prior to construction start

Complete construction and verification by December 31, 2015

* Please contact HMG if you are unsure of the eligibility of your project.

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Program Process

Participant provides HMG with:

Completed application

Title 24 documentation

Architectural plan-set (+MEP)

Service territory verification

W9 Form

HMG conducts a plan review to verify energy measures, estimated

savings, % better than Title 24

Project enrolled, receives ‘Letter of Enrollment’

Third party HERS verification conducted during construction to

ensure energy measures installed*

HMG verifies any changes to project since enrollment and ensures

as-built still exceeds Title 24 by at least 15%

Project completed and incentives paid

*Note: the program verification protocols are in addition to any HERS measures on your Title 24

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Incentive Information

Developer Incentives:

$100 per unit plus incremental incentives based on energy savings

HERS verification incentive: $60 per unit (max of $12,000 per project)

Energy Consultant Incentives:

$50 per unit (max of $10,000 per project)

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Program Contact Information

Toll Free: 866-352-7457

Email: [email protected]

Website: www.h-m-g.com/multifamily

Program Manager: Amy Barr, [email protected]

Plan Review Manager: Linda S. Murphy, [email protected]

Associate Plan Review Manager: Keith Sage, [email protected]

Associate Manager: Katie Eberle, [email protected]

Program Associate: Ashley Heath, [email protected]

Program Associate: Lauren Moreno, [email protected]

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mailto:[email protected]





http://www.h-m-g.com/multifamily



































Presenter Name

Presentation Date

California Advanced Homes Program New Construction Program Incentives

Matthew Christie

November 15, 2011

Agenda

• Brief Program Overview

• Program Process details

– Application

– Plan Review

– Construction and verification

– Request for Payment (RFP) submittal

• FAQs

• Questions

Eligible Customers • Residential new construction

projects

• Single-family

• Low- and high-rise multifamily

– PG&E Service Territory multi-family served by CMFNH program

• Exceed 2008 Title 24 Standards by a minimum of 15%

• Submit program agreements by December 15, 2012 (Funds available on a first come, first served basis)

• Complete HERS verification and construction within 36 months

Program Requirements www.californiaadvancedhomes.com

Program Requirements • Residential new construction projects

• Receive electric and/or natural gas distribution from participating IOU

– R-3 occupancy on local residential rates

– Single-family detached or duplex

• Detached Casitas – must meet program criteria but not eligible for incentive

• Non-qualifying structures

– Remodels, additions, mobile homes, residential care facilities, hotels, motels, dormitories

– Manufactured housing, community facilities that have a dwelling unit

• Separate programs managed by third party implementers

CAHP Incentive Rates 2010-2012

• The baseline for financial incentives is 15% more efficient

than the 2008 energy code.

• Incentives increase incrementally as the performance of the

structure increases.

Additional Financial Incentives

• California ENERGY STAR New Homes – 10% bonus

– Watch out for the AC sizing criteria

• Green Home Certification – 10% bonus

• Compact Homes – 15% bonus

• kW Reduction (Working Toward Zero Peak Homes)

• New Solar Homes Partnership (NSHP) Tier II - $1,000, Must install

– 30% better than Title 24 overall, Cooling also 30% better than standard

• Design Team Incentive – currently being reviewed

CAHP Program Process – PG&E Service Territory

• Submit all required documents (Application Package)

– New projects in PG&E service territory submitted to HMG

• Project goes through Plan Review

• Plan reviewers coordinate with project team

• Project submitted to PG&E for approval

• Builder notified of CAHP acceptance

• Third party HERS verification during construction

• Request for Payment submitted by Builder

• HMG conducts RFP verification

• Submits to PG&E for payment

• Incentives paid on lots

Program Process – Application Package


– Completed CAHP application

– Title 24 documentation

– Architectural plan-set (+MEP)

– Lot List with addresses and site plan

– PG&E Service territory verification

– Additional specification and verification documents

Program Process - Submitting Application Package

• How to Apply

– Fill out and sign

Agreement from

Handbook

– Contract with

Title 24

Consultant

(CEPE)

– Contract with

HERS Rater


• How to Apply

– Describe your

project


• How to Apply

– Fill out Utility

Calculation

Form

Incentive

Summary


• How to Apply

– EXAMPLE Utility Calculation

Form Incentive Summary

Program Process – Submitting Application Package

• How to Apply

– Read the

Applicant

Agreement

Statement

– Sign the

Agreement


• How to Apply

– Fill out and include

the checklist

provided in the

CAHP Handbook

– Provide the

construction

drawings


• How to Apply


the checklist

provided in the

CAHP Handbook

– Provide T24

documents and

files

– Include the Util-1R

(Energy Pro) or the

Above Code Report

(Micropas)


• How to Apply


the checklist

provided in the

CAHP Handbook

– Provide equipment

specifications


• Title 24 Documentation

• Documentation author must be a Certified Energy Plans Examiner (CEPE)

• For information on CEPE: www.cabec.org


• Title 24 Documentation

• Submit electronic input files from CEC certified compliance software

– Energy Pro (.BLD)

– Micropas (.MP8)

• Signed PDF copy of the CF-1R, including the Util-1R or the Above Code

Report


• Title 24

Documentation

– Energy Pro


• Title 24

Documentation

– Micropas


• Architectural Plan Set – Site, Floor, Elevations, Sections, Roof

– Mechanicals are handy if available


• Lot List with addresses

– Excel files are helpful


• PG&E Service Territory Verification

– Service Application



– Account Statement



– Will Serve Letter













Program Process – Plan Review

• HMG conducts Plan Review

• Buildings may be under

construction during plan review

• HOWEVER! - Plan review could

lead to changes

• HVAC equipment, insulation

levels, HERS measures, etc.

• Compare plans to building

simulation model (Energy Pro or

Micropas)

• Verify energy measures, percent

better than Title 24, estimated

savings


• Most common plan review

comments

• Glazing – NFCR ratings and areas

– PROVIDE A SCHEDULE

• Special features modeling (thermal

mass, zoned systems, non standard

assemblies, combined hydronic,

etc.)

• # of kitchens/bedrooms

• House wrap

• Attic Vents area ratio (1/150 vs.

1/300), % vents high


• Plan Review comments

• Model corrections, plan clarifications

• Due back to HMG in ten (10) business days

• PDF of revised CF-1R, signed by author

• The ACR or the UTIL-1R in PDF

• The revised .MP8 or .BLD used to create the above reports

• Most plan review delays are caused by lack of clear information on

the plans and/or provided specification sheets.













CAHP Program Process – Commitment


• Builder notified of CAHP Acceptance

• CAHP Acceptance Letter













CAHP Program Process – HERS Verification

• Third party HERS verification during

construction

• HERS = Home Energy Rating System

• HERS Rater is certified by CEC approved

provider

• Current provider for New Construction is

CalCERTS (www.calcerts.com)

• All HERS tests/verifications must be

performed after the complete application

package is received

CAHP Program Process – HERS Verification

• Interaction with CalCERTS

• Energy Consultant, HERS rater or

builder creates the project in CalCERTS

• Energy Consultant uploads building

department Title 24 compliance files

(CF-1R)

• Energy Consultant, Builder or HERS

rater shares the project with HMG before

plan review

• HMG uploads CAHP approved CF-1R

files using the multiplan-function

• Builder signs off on the CF-6R

• HERS rater performs all HERS measure

field verifications (CF-4R) and uploads

results













CAHP Program Process – Request for Payment

• Builders complete and submit Request for Payment form

• Before submitting – Each lot must

• Be listed as ‘complete’ in the HERS registry

• Show the correct plan type in the HERS registry (particular care should

be taken for plan options)

• Show the correct address and lot number in the HERS registry

• Provide with the RFP

• Site map with North arrow to verify orientation

• Green Program certificate (Green Point Rated or LEED-H)

• ENERGY STAR® for New Homes Label (fuse box sticker) or Certificate

• CF-4R PV form for each lot with installed photovoltaic systems





• Provide with the RFP:

• Site map with North arrow to verify orientation

• Green Program certificate (Green Point Rated or LEED-H)

• ENERGY STAR® for New Homes Label (fuse box sticker) or Certificate

• CF-4R PV form for each lot with installed photovoltaic systems















CAHP Program Process – FAQs - 1

Frequently Asked Questions Q: How much money will I get?

A: Per home incentives vary greatly from as little as $100 to as much as $10,000 in cases seen thus far.

Compliance margin is the most important indicator, but climate zone, home size and particular energy

features contribute to the variance as well. To date, the program average is ~$1,300 per home. With a

compliance average of 26.9% above Title 24.

Q: How do I calculate my incentive?

A: The incentive per home is calculated using CEC approved software for compliance energy modeling,

(either Energy Pro or Micropas). For production homes, the incentive will vary with orientation. The

incentive is calculated on the Util-1R or ACR forms.

Q: Who is my Utility Representative? (from the field on the CAHP application)

A: In PG&E territory, this can be listed as HMG

Q: Where do I submit an application?

A: In PG&E territory, submit to HMG (not PG&E):

digital is preferred - [email protected]

Or Heschong Mahone Group, 11211 Gold Country Blvd. #103

Gold River, CA 95670







Frequently Asked Questions…

Q: What is PG&E proof of service and why do I need it?

A: Proof of service is any document issued by PG&E showing that the project address is or will be

receiving gas and/or electric service from the utility. This includes an account statement, a ‘will-serve’

letter or a service application.

PG&E will only incentivize commodities that they supply to the project address. As a 3rd party

implementer, HMG does not have access to PG&E’s database to determine if gas or electricity is

supplied.

Q: What if my site only receives either gas or electric from PG&E but not both?

A: If the other commodity is supplied by one of the other participating statewide IOUs, PG&E will process

and pay your entire CAHP incentive, then work with the other IOU to appropriately share the costs and

savings from your project.

If the other commodity is not a participating IOU (SMUD, MID,TID or other municipal utilities), PG&E will

adjust your base incentive to only include the commodities supplied by PG&E. Percentage based kickers

will also be reduced.


Frequently Asked Questions…

Q: How are casitas handled?

A: A detached residential living area (e.g. casita) must meet all program requirements, but is not eligible

for an incentive, nor does it contribute to the incentive of the primary residence on the property. An

energy model and building plans need to be supplied and are subject to plan review.

Q: Does HMG have information regarding my New Solar Homes Program (NSHP) application?

A: No. NSHP is administered internally by PG&E. NSHP and CAHP are separate and distinct programs.

A project may enroll and receive incentives from both, and the two programs coordinate plan review.

However, HMG does not have any specific application or administration information regarding NSHP.

Online Resources

• Pacific Gas & Electric Company: www.pge.com

• Builder/Developer New Construction Center: (877) 743-7782

www.pge.com/builder

• New Solar Homes Partnership: www.gosolarcalifornia.com

• PG&E Energy Efficiency: www.pge.com/newhomes

• Submit Application Online: www.newsolarhomes.org

• Solar Customer Contact Center: (877) 743-4112, [email protected]

• Solar Interconnect Hotline: (415) 972-5676

http://www.pge.com/

http://www.pge.com/builder

http://www.gosolarcalifornia.com/

http://www.pge.com/newhomes

http://www.newsolarhomes.org/


Online Resources

• Energy Star: www.energystar.gov

• HERS Providers:

CHEERS: www.cheers.org

CalCERTS: www.calcerts.com

• California Association of Building Energy Consultants: www.cabec.org

• Build It Green: www.builditgreen.org

• U.S. Green Building Council: www.usgbc.org

http://www.energystar.gov/

http://www.cheers.org/

http://www.calcerts.com/

http://www.cabec.org/

http://www.builditgreen.org/

http://www.usgbc.org/

Online Resources:

• Finding Solar Installers: www.findsolar.com

• Consumer Energy Center: www.consumerenergycenter.org

• Northern California Solar Energy Association: www.norcalsolar.org

• California Solar Energy Industry Association: http://calseia.org

http://www.findsolar.com/

http://www.consumerenergycenter.org/

http://www.norcalsolar.org/

http://calseia.org/

Contacts

Southern California

Gas Company

(866) 563-2637

[email protected]

SDG&E®

(866) 631-1744

[email protected]

PG&E

(866) 352-7457

[email protected]

Southern

California

Edison

(626) 633-3466

[email protected]









Questions

The presentation will be available for download at:

http://multifamily.h-m-g.com/training






Thank you!

Heschong Mahone Group, Inc.

on behalf of Pacific Gas and Electric Company

Matthew Christie [email protected]






Documents

California Advanced Homes Program (CAHP) Update · the checklist provided in the CAHP Handbook –Provide the construction drawings . Program Process - Submitting Application Package