California Advanced Homes Program (CAHP) Update · the checklist provided in the CAHP Handbook...
Transcript of California Advanced Homes Program (CAHP) Update · the checklist provided in the CAHP Handbook...
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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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
• Submit all required documents (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
Program Process - Submitting Application Package
• How to Apply
– Describe your
project
Program Process - Submitting Application Package
• How to Apply
– Fill out Utility
Calculation
Form
Incentive
Summary
Program Process - Submitting Application Package
• 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
Program Process - Submitting Application Package
• How to Apply
– Fill out and include
the checklist
provided in the
CAHP Handbook
– Provide the
construction
drawings
Program Process - Submitting Application Package
• How to Apply
– Fill out and include
the checklist
provided in the
CAHP Handbook
– Provide T24
documents and
files
– Include the Util-1R
(Energy Pro) or the
Above Code Report
(Micropas)
Program Process – Submitting Application Package
• How to Apply
– Fill out and include
the checklist
provided in the
CAHP Handbook
– Provide equipment
specifications
Program Process – Submitting Application Package
• Title 24 Documentation
• Documentation author must be a Certified Energy Plans Examiner (CEPE)
• For information on CEPE: www.cabec.org
Program Process – Submitting Application Package
• 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
Program Process – Submitting Application Package
• Title 24
Documentation
– Energy Pro
Program Process – Submitting Application Package
• Title 24
Documentation
– Micropas
Program Process – Submitting Application Package
• Architectural Plan Set – Site, Floor, Elevations, Sections, Roof
– Mechanicals are handy if available
Program Process – Submitting Application Package
• Lot List with addresses
– Excel files are helpful
Program Process – Submitting Application Package
• PG&E Service Territory Verification
– Service Application
Program Process – Submitting Application Package
• PG&E Service Territory Verification
– Account Statement
Program Process – Submitting Application Package
• PG&E Service Territory Verification
– Will Serve Letter
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 – 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
Program Process – Plan Review
• 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
Program Process – Plan Review
• 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 – 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
CAHP Program Process – Commitment
• Project submitted to PG&E for approval
• Builder notified of CAHP Acceptance
• CAHP Acceptance Letter
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
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 – 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
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
CAHP Program Process – Request for Payment
• Builders complete and submit Request for Payment form
CAHP Program Process – Request for Payment
• Builders complete and submit Request for Payment form
• 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 – 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
CAHP Program Process – PG&E Service Territory
• Incentives paid on lots
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
CAHP Program Process – FAQs - 2
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.
CAHP Program Process – FAQs - 3
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
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
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
Contacts
Southern California
Gas Company
(866) 563-2637
SDG&E®
(866) 631-1744
PG&E
(866) 352-7457
Southern
California
Edison
(626) 633-3466
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]