June 19, 2014Pacific Gas and Electric Territory

Program ProcessCalifornia Advanced Homes ProgramCalifornia 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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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 goals set forth by the CPUC– 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– Incentive levels and program requirements may be revised

during the program cycle

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1. Redesign for 2013 Title 242. Enrollment Process3. CAHP Rollover ProcessAgenda

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Redesign for 2013 Title 242014 Programs

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New Title 24 - New Program

Poor energy

performance

CAHP and CMFNH scores replace percent better than code

The redesigned programs will:1. Align with statewide 2020 Zero Net Energy (ZNE) Residential Goal2. Coordinate with 2013 Energy Code adoption on July 1, 20143. Include all energy end-uses within the home’s envelope4. Create a program that can adapt to new technologies5. Encourage advanced building in all climate zones6. Provide a logical performance metric

ZNE HomeTypical 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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2014 Program Participation Eligibility

CMFNH CAHP

Permitting under 2013 Title 24 standards Permitting under 2013 Title 24 standards

PG&E service – projects receiving one commodity must meet minimum savings requirements in that commodity

PG&E service

New construction New construction

Three or more attached units Single family homes, duplexes

See the 2014 CMFNH Program Handbook for additional eligibility requirements (under development)

See the CAHP Program Handbook for additional eligibility requirements

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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

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 ExamplesLocation 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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CMFNH Incentive Structure

0

200

400

600

800

1000

1200

1400

Ince

nti

ve (

$)

CMFNH Score2013 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 Measures2013 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

• RCA• 15 SEER/13 EER• 98% AFUE• ECM motor, .3 w/CFM

• 18 SEER/14EER• 98% AFUE

DHW

• EF = 0.82 (tankless)• All pipes insulated

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

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

Other

• 400 cfm/ton airflow• Low leak ducts• Ducts in cond. space

• R-8 Ructs• 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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Questions?

Next up: Enrollment processes for the 2014 programs.

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Enrollment Process2014 Programs

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Program Process

Overall process remains similar1. Applicant submits enrollment package2. TRC conducts plan review3. TRC enrolls project after PG&E approval4. Applicant remains in contact with TRC until project completion5. HERS rater conducts field verification (for code and program)6. Applicant submits completion documentation7. TRC reviews documentation and issues incentive payment after

PG&E approval

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Free Design Assistance

CAHP and CMFNH offer to coordinate with your project team to:– Optimize energy savings and incentives– Maximize home/building performance– Exceed Title 24 standards

How to request design assistance:– Engage early– Invite CMFNH staff to a project meeting (or charrette)

CMFNH: Prioritized design assistance between July 1-August 15, 2014; before and during plan reviewCAHP: Ongoing design assistance during plan review

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CMFNH 2014 Enrollment Timeline

June 3 June 30 July 1 August 15 November 15

Submit Project Interest Form

to receive first notification of

application availability

Submit Applicationto receive free design assistance

• Applications available July 1 on www.cmfnh.com

• To encourage design assistance, CMFNH will accept partial enrollment packages prior to energy model finalization, until August 15

Complete Enrollment Package• Plan set (PDF)• Energy Model (.bld)• PG&E Proof of Service• W-9 for developer and

energy consultant

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CMFNH – Enrollment Process

Steps to get started:1. Submit a online project interest form by June 30 to receive

first notice of application availability2. Submit application, available beginning July 13. Leverage design assistance between July 1 and August 154. Submit enrollment packages as soon as possible, beginning

July 1, to ensure funding availability

For questions, email Shannon at stodd@trcsolutions.comVisit 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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CAHP Enrollment Timeline

Submission window for all

lots permitting to 2008 code

(prior to July 1, 2014)

Lots permitting after July 1,

2014 cannot submit

applications during this window.

Program open to lots

permitting to 2013 code

(after July 1, 2014)

Applications will be available

when the new program begins.

July 1, 2014

2013 2015

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2014 CAHP Participation Process

• New application

• Title 24 documents (including CAHP Incentive Report)

• Building plans and spec sheets

• Proof of service

• Other supporting documents

Application

• Plan Review team reviews and comments on submission documents

• CAHP team sends project to PG&E for enrollment

• CAHP team sends Acceptance package to Builder

Plan Review • HERS rater visits site and verify compliance

• HERS rater uploads results to designated HERS registry

• HERS rater notifies Builder that lots are ready to request payment

HERS Verification

• Builder confirms lots have been tested with HERS rater

• Submit complete Incentive Request Form (IRF) and supporting documents

Incentive Payment

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CAHP– Enrollment Process

Steps to get started:

1. Download application, handbook, and checklist from www.cahp-pge.com (Beginning July 1, 2014).

2. Submit application package documents (see checklist) as soon as possible (beginning July 1) to allow time for review.

PLEASE NOTE: – Projects must complete CAHP plan review BEFORE hanging

drywall or starting HERS testing. – Only apply for lots that will permit to 2013 Title 24 energy code

For questions, email cahp@trcsolutions.com

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CAHP – Complete Application Package

1. 2014 CAHP Application

2. PDF construction plans

3. Lot list with site map

4. PG&E service verification

5. Title 24 forms and files

6. Equipment specifications

7. Registry sharing

8. Enrollment survey

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CAHP – Equipment Specifications

Submit manufacturer's specification sheet, with models and efficiencies clearly identified for:

– Glazing (with NFRC values)– HVAC– Water heater

NOTE: Invoices are not acceptable

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CAHP – HERS Sharing

HERS Raters are responsible for project sharing in the 2013 registries

– Contact us if you need registry sharing instructions – Indicate if project name differs from the application – Please confirm via email when you have shared the project in

the registry

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CAHP – Application Best Practices

1) Submit entire application package at one time2) Clearly label all documents3) Double-check that specification sheets identify exact model

and efficiency of what is installed (use highlighter or circle)4) 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 Rollover Process2013 Program

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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

Pre-filled with

your information

by CAHP staff!

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2014 Project Rollover Procedures

Requirements:

1. Completed Rollover Application with Lot List

2. 2013 Code Title 24s

3. 2013 Code HERS Registry sharing

4. Updated architectural plans and/or spec sheets* (*only if changes have been made, 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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Thank you!

CMFNH:info@cmfnh.com

Sophia HartkopfShannon Todd

CAHP:cahp@trcsolutions.com

Matthew ChristieMichelle Waffle-Otero

Deborah Haymana

(866) 352-7457