September 9, 2014 Pacific Gas and Electric Territory

Program Process California Advanced Homes Program California Multi-Family New Homes

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Sponsored by PG&E

These programs are funded by California utility customers and administered by PG&E under the auspices of the California Public Utilities Commission. “PG&E” refers to Pacific Gas and Electric Company, a subsidiary of PG&E Corporation. © 2014 Pacific Gas and Electric Company. All rights reserved.

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Sponsored by PG&E

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Energy Code Ace

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Title 24, Part 6 Tools, Training, and Resources www.EnergyCodeAce.com

Upcoming Events

We look forward to continuing the conversation! October 3: Nonprofit Housing Conference September 30: WEBINAR |Challenge the 2016 Code: Ducts in Conditioned Space and High Performance Attics

October 9-11: CABEC Conference – San Diego, CA October 14: WEBINAR | Program Success from A to V (Application to Verification) for CAHP and CMFNH Energy Consultants and HERS Raters

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Agenda

1. CAHP/CMFNH Score 2. Enrollment Process 3. CAHP Rollover Process

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2014 Programs Redesign for 2013 Title 24

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Program Overviews

Facilitate energy efficient design and construction through incentives and design assistance – California Advanced Homes Program (CAHP) – single family – California Multi-Family New Homes (CMFNH) – multi-family Programs target two CPUC goals: – By 2015: 90% of new homes at least 20% better than 2008 code – By 2020: 100% of new homes to reach Zero Net Energy (ZNE) Program is funded under the auspices of the CPUC – Programs may revise incentive levels and requirements during

the program cycle

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New Title 24 - New Program

Poor energy

performance

CAHP and CMFNH scores replace percent better than code

– Similar to the RESNET HERS Score (0-250) – A lower score equates to better performance and a higher

incentive

ZNE Home Typical 2008

code home

2013 Program

entry

Point increase

threshold

Range for typical existing home 101-250

250 215 180 150 120 100 84 75 65 45 20 0

Best energy

performance

Likely lowest score

(energy efficiency)

High-efficiency home 0-100

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Calculate Your Score

Automatic: energy model outputs include Incentive Report Manual: Use the Score and Incentive Tool (available on the program websites) – CAHP Tool – CMFNH Tool

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CMFNH Incentive Structure

0

200

400

600

800

1000

1200

1400

Ince

nti

ve (

$)

CMFNH Score

2013 Code Home 2013 20% Home

$50 / point

$25 / point

84 75

Incentive Low Rise (per unit) High Rise (per unit)

Performance: issued to developer

– $75 for program Score of 84 – $25 for each point down to 75 – $50 for each point thereafter

– $150 for 15% – $400 for 30%

Energy Consultant $50 (200 unit limit)

HERS: issued to developer $60 (200 unit limit)

CMFNH Low Rise Incentive Scale

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Performance Incentive

HERS and Energy Consultant Incentive

CMFNH Project Examples

Building Location San Francisco (CZ 3) Davis (CZ 12) San Jose (CZ 4) Fresno (CZ 13)

Building Type 8 unit garden style 8 unit garden style 8 unit garden style 8 unit garden style

CMFNH Score 83 79 73 64

EE Measures 2013 Prescriptive

Plus: 2013 Prescriptive

Plus: 2013 Prescriptive

Plus: 2013 Prescriptive Plus:

Envelope

• QII • QII • QII • R-60 ceiling insulation • U31/S22 windows • R-21+4 wall

• QII • R-60 ceiling insulation • U28/S15 windows • R-21+4 wall

HVAC

• RCA • 80% AFUE

• Refrigerant Charge • 15 SEER/13 EER • 98% AFUE • ECM motor, 0.3 w/CFM

• 18 SEER/14EER • 98% AFUE

DHW

• EF = 0.82 (tankless) • All pipes insulated

HERS

• EF = 0.82 (tankless) • EF = 0.97 • Compact design HERS

• EF = 0.97 (tankless) • All pipes insulated HERS

Other

• 400 cfm/ton airflow • Low leak air handler • Ducts in cond. Space

• R-8 ducts • 400 cfm/ton airflow

Total: Incentive/unit*

$210 $310 $510 $960

* Individual results may vary considerably. Incentive amount includes performance incentive (based on CMFNH Score) plus HERS ($60/unit) and Energy Consultant ($50/unit)

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CAHP Incentive Structure – $300 for program entry CAHP Score of 84 – $100 for each point down to 75 – $200 for each point thereafter Average incentive per home is expected to be around $1,000

Per home:

0

500

1000

1500

2000

2500

3000

3500

4000

4500

5000

$200 / point

$100 / point

2013 Code Home 2013 20% Home

84 75

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2014 CAHP Project Examples Location San Jose (CZ 4) Riverside (CZ 10) San Diego (CZ 7) Fresno (CZ 13)

Building Type 2,100 default 2,100 default 2,100 default 2,100 default

CAHP Score 81 69 80 55

Annual Energy Use (kTDV)

154,749 152,712 116,970 165,858

EE Measures 2013 Prescriptive, Plus: 2013 Prescriptive, Plus: 2013 Prescriptive,

Plus: 2013 Prescriptive, Plus:

Envelope

• QII • QII • R-21 wall cavities • U28/S22 windows • 3.0 ACH50 blower door • Cool Roof (0.90 emit.)

• QII • QII • R-21 wall cavities • R-8 ext wall insulation • R-10 24" slab edge insulation • 24" OC stud spacing • R-13 roof deck insulation • U28/S22 windows • 1.0 ACH50 blower door • Cool roof (0.90 emit.)

HVAC • SEER 14/EER 12, 84% AFUE • SEER 14/EER 12, 84% AFUE - • SEER 18/EER 14, 95% AFUE

DHW • 0.82 EF tankless - • 0.97 EF tankless • All pipes insulated

• 0.97 EF Tankless • All pipes insulated

Other - • R-8 ducts - • R-8 ducts • Ducts in conditioned space

Incentive* $500 $2,300 $600 $5,100

*Individual results may vary considerably

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CAHP Incentive Bonuses

Future Code Preparation – 5 CAHP points – Must meet five measures, explained on the CAHP website

(Measures include: High Performance Attic/Ducts in Conditioned Space & R21+4 walls/performance equivalent)

DOE Zero Energy Ready Home – 3 CAHP points – www.energy.gov/eere/buildings/zero-energy-ready-home Low Energy Use bonus – 5 CAHP points – Use is less than 100,000 kTDV/year Ultra Low Energy Use bonus – 5 CAHP points – Use is less than 60,000 kTDV/year

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Questions?

Next up: Enrollment processes for the 2014 programs

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2014 Programs Enrollment Process

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Program Process

Overall process remains similar 1. Applicant submits enrollment package 2. TRC conducts plan review 3. TRC enrolls project after PG&E approval 4. Applicant remains in contact with TRC until project completion 5. HERS Rater conducts field verification (for code and program) 6. Applicant submits completion documentation 7. TRC reviews documentation and issues incentive payment after

PG&E approval

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Free Design Assistance

CAHP and CMFNH can coordinate with your project team to: – Optimize energy savings and incentives – Maximize home/building performance – Exceed Title 24 standards – Reach high-incentive bonus CAHP points How to request design assistance: – Engage early – Invite CMFNH or CAHP staff to a project meeting (or charrette) – Receive ongoing design assistance during plan review

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Primary Eligibility Requirements

Permitting under 2013 Title 24 standards – Permit applications submitted on or after July 1, 2014 PG&E Service Territory – Projects that receive only one commodity from PG&E (i.e.

electricity only) can receive partial incentives

New Construction, drywall not yet installed – CMFNH: Three or more units, townhomes with shared walls – CAHP: Single homes, duplexes, townhomes without shared walls

Meets minimum program compliance and all requirements as stated in the program handbooks

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CMFNH – Enrollment Process

Complete enrollment package as soon as possible, no later than November 15, 2014: – 2014 Application – PDF plan set – Energy model (approved 2013 software) and output – W9s from developer and energy consultant – PG&E Proof of Service (i.e., will serve letter, application receipt)

For questions, email Shannon at stodd@trcsolutions.com

Visit the CMFNH website at www.cmfnh.com

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Questions?

Next up: California Advanced Homes Program 2014 application and rollover process

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2014 CAHP Participation Process

•2014 Application

•Energy model and output

•Building plans and spec sheets

• Supporting documents

Application

•Plan review team reviews model and provides comments

•CAHP sends project to PG&E for enrollment

•CAHP sends acceptance package to builder

Plan Review •Rater visits site, and verifies compliance

•Rater uploads results to registry

•Rater notifies Builder that lots are ready to request payment

HERS Verification

•Builder confirms Rater-verified lots

• Submit Incentive Request Form (IRF) and supporting documents

Incentive Payment

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CAHP– Enrollment Process

Steps to get started and best practices:

1. Download application, handbook, and checklist from the TRC CAHP website at www.cahp-pge.com.

2. Submit entire application package (see checklist) as soon as possible to allow time for review.

3. Clearly label all documents. 4. Use highlighter or circle the exact model and efficiency of planned

installations on all specification sheets. 5. Maintain communication with your project team.

Remember – we are happy to help! Feel free to contact us with your questions.

cahp@trcsolutions.com OR (866) 352-7457

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CAHP – Complete Application Package

1. 2014 CAHP Application

2. PDF construction plans

3. Lot list (production homes)

4. Site map with North arrow

5. PG&E service verification

6. Title 24 forms and input files

7. Equipment specifications

8. Registry sharing

9. Enrollment survey*

*Completed one time per builder

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2013 Program CAHP Rollover Process

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CAHP Permit-to-Program Rules

CAHP cycles run in parallel with the Energy Code The building permit you pull must correspond to the appropriate CAHP cycle in order to be eligible for incentives.

2008 Energy Code

(Effective until June 30, 2014)

Percent Above Code based program cycles

All CAHP lots enrolled on or before

June 30, 2014

2013 Energy Code

(Effective July 1, 2014)

CAHP Score based program cycles

All CAHP lots enrolled on or

after July 1, 2014

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2014 Project Rollover Procedures

An application shortcut for current CAHP projects with lots that will be permitted under 2013 Code

CAHP will pre-fill

with your

information.

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2014 Project Rollover Process

1. Completed Rollover Application with lot list

2. 2013 Code energy model and output files

3. 2013 Code HERS Registry sharing

4. Updated architectural plans and/or spec sheets* (*only if project changes after review, or for older projects that TRC has not reviewed)

We can start this process now!

Contact us at cahp@trcsolutions.com if you already know of a project to rollover into the 2014 Program.

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Questions?

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Thank you!

CMFNH: info@cmfnh.com

Sophia Hartkopf Scott Kessler

Keith Sage Shannon Todd

CAHP: cahp@trcsolutions.com

Matthew Christie Kevin Robison

Michelle Waffle-Otero Deborah Hayman

a

(866) 352-7457