Agenda. CMFNH and California Advanced Homes Program (CAHP) CSI Solar Initiative. CSI Solar Thermal. New Solar Homes Partnership (NSHP)

Transcription

1 1 Agenda CMFNH and California Advanced Homes Program (CAHP) Program Requirements, Application Process, Incentives Questions for CMFNH and CAHP CSI Solar Initiative Program Requirements, Application Process, Incentives Questions for CSI Solar Initiative CSI Solar Thermal Program Requirements, Application Process, Incentives Questions for CSI Solar Thermal New Solar Homes Partnership (NSHP) Program Requirements, Application Process, Incentives Questions for NSHP Multi-Family Properties Program (MFPP) Program Requirements, Application Process, Incentives Questions for MFPP General Q&A

2 Introductions 2 The Heschong Mahone Group, Inc Consulting on energy efficiency for buildings Based in California: Headquarters in Sacramento region Offices in Bay Area and San Diego region Expertise in residential energy efficiency program implementation throughout California

3 October 2009 Sponsored by PG&E PG&E refers to Pacific Gas and Electric Company, a subsidiary of PG&E Corporation Pacific Gas and Electric Company. All rights reserved.

4 California Multi-Family New Homes A Third-Party Program of the Pacific Gas and Electric Company (PG&E) May 18, 2011

5 5 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

6 Eligible Customers 6 Multi-family buildings in PG&E service territory: 3 or more attached units New construction, not started yet Exceed 2008 Title 24 Standards by at least 15% Complete construction and verification by December 31, 2015 * Please contact HMG if you are unsure of the eligibility of your project.

7 7 Program Process Submit application package Project approved and enrolled Construction - third party HERS verification* conducted Near completion HMG verifies any changes to project HMG verifies as-built Title 24 Developer provides completion documents Completions are reported to & approved by PG&E HMG sends completion letter and incentives *Note: the program verification protocols are in addition to any HERS measures on your Title 24

8 Incentive Information 8 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)

9 Program Coordination 9 EPA ENERGY STAR Qualified New Homes New Solar Homes Partnership Other Green Programs

10 Trainings Multi-Family Energy Efficiency Webinars June 2011 July 2011 Net Zero Designs in EnergyPro: Precise Modeling Techniques Manufactured Multi-Family: Modular & More August 2011 Energy, IAQ, Air Leakage: Sealing & Ventilation for Multi-Family Structures Multi-Family In-Person Workshops May 19, 2011 Building Simulation Workshop For more details visit:

11 11 Program Contact Information Toll Free: Website: Program Manager: Amy Barr, Plan Review Manager: Linda S. Murphy, Associate Manager: Sophia Hartkopf, Associate Plan Review Manager: Keith Sage, Program Associate: Ashley Heath, Program Assistant: Lauren Moreno,

12 California Advanced Homes Program New Program Incentives Presenter Matt Christie Name Presentation May 18, 2011 Date

13 Program Description Cash Incentives Energy Efficiency Green Building Practices Sustainable Design and Construction

14 Eligible Customers Residential new construction projects Single-family Exceed 2008 Title 24 Standards by a minimum of 15% Submit program agreements by December 15, 2012 Funds available on a first come, first serve basis Complete HERS verification and construction within 36 months

15 Program Requirements Residential new construction projects Exceed 2008 Title 24 Standards by 15% Performance approach only CEC approved Title 24 compliance software Title 24 documentation author must be a Certified Energy Plans Examiner (CEPE) 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

16 CAHP Incentive Rates The baseline for financial incentives is 15% more efficient than the 2008 energy code. Incentives increase incrementally as the performance of the structure increases.

17 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

18 Program Process Enrollment 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

19 Program Process During Construction Notify HERS rater to coordinate applicable HERS inspections and verifications Results to be uploaded to the appropriate HERS Provider Registry Rater to generate the appropriate CF-4R certificates to Builder Notify CAHP representatives of any changes during construction: Added or relocated windows, changes to U-values or SHGC Changes to floor square footage, added rooms Revisions to HVAC or water heating equipment

20 Program Process - Request for Payment Complete and submit Request for Payment form CAHP representatives will inspect and verify all appropriate documents Incentives are paid

21 Online Resources Energy Star: HERS Providers: CHEERS: CalCERTS: California Association of Building Energy Consultants: Build It Green: U.S. Green Building Council: Finding Solar Installers: Consumer Energy Center: Northern California Solar Energy Association: California Solar Energy Industry Association:

22 Contacts PG&E (866) Southern California Edison (626) Southern California Gas Company (866) SDG&E (866)

23 PG&E DG Programs 23

24 Customer Generation More than 49,000 PG&E customers have onsite solar generation Cumulative MW Interconnected* (CEC AC) 1,500 1,400 1,300 1,200 1,100 1, Cumulative Capacity of NEM (MW, CEC AC) Interconnected with PG&E Grid* Cumulative CEC AC Projection * Includes all PV and Wind NEM (and VNEM) projects, excludes Non-Export projects ~35% of US residential PV interconnections are in PG&E s service territory 24

25 California Solar Initiative Photovoltaics (PV) 25

26 The California Solar Initiative PG&E began administering in 2007 $950 million in PG&E solar incentives over the next decade Statewide Objective: 3,000 MW by 2016 Customers must perform energy efficiency audit to be eligible for incentives Includes retrofit, low income, and new homes elements Incentives paid to customer, contractor, or third party PG&E CSI Received more than 35,000 applications in over 4 years Completed over 26,000 projects for a total of MW (CEC AC) 26

27 CSI Incentive Rates Incentive structure: 10 step program with a predetermined number of MegaWatts dedicated to each Step Level Rebates automatically decline based upon reservations approval Higher rebates for non-taxable entities (Government/Non Profit) PG&E (MW) EPBB Payments (per Watt) PBI Payments (per kwh) Step Res Non-Res Residential Commercial Gov't / Nonprofit Residential Commercial Gov't / Nonprofit n/a n/a n/a n/a n/a n/a $2.50 $2.50 $3.25 $0.39 $0.39 $ $2.20 $2.20 $2.95 $0.34 $0.34 $ $1.90 $1.90 $2.65 $0.26 $0.26 $ $1.55 $1.55 $2.30 $0.22 $0.22 $ $1.10 $1.10 $1.85 $0.15 $0.15 $ $0.65 $0.65 $1.40 $0.09 $0.09 $ $0.35 $0.35 $1.10 $0.05 $0.05 $ $0.25 $0.25 $0.90 $0.03 $0.03 $ $0.20 $0.20 $0.70 $0.03 $0.03 $

28 CSI Incentive Structure As of December 24 th, 2010 PG&E has received enough applications to exhaust remaining Non-Residential funds It is currently estimated these funds will satisfy approximately 65 to 75% of step 8 Non-Residential MW goals *data source: Trigger Tracker website - as of March 25,

29 How to Apply All applications must be submitted online via our application tool PowerClerk 29

30 2 Step Application All Residential Retrofit and All Non-Res Projects < 10 kw Step 1. Reserve the Funding Step 2. Claim your Incentive RRF ICF Submit Reservation Request Form Submit Incentive Claim Form 30

31 Reservation Request Required Documents Step 1 of 2 1. Completed Reservation Request Form and Program Contract with Signatures 2. Documentation of an Energy Efficiency Audit (or Title 24 documentation or other exemptions) 3. Printout of EPBB Tool Calculation ( 4. Copy of Executed Agreement of Solar System Purchase and Installation 5. Copy of Signed Energy Efficiency Disclosure Agreement 31

32 Additional Required Documents, If Applicable 8. Electrical System Sizing Documentation 9. Copy of Executed Alternative System Ownership Agreement 32

33 Incentive Claim Required Documents Step 2 of 2 1. Complete Incentive Claim Form with Signatures 2. Performance Monitoring & Reporting Service (PMRS) Documentation: Copy of Executed Performance Data Provider (PDP) contract or PMRS Cost Cap Exemption Documentation 3. Signed Field Verification Certification Form 4. Updated EPBB Calculation Printout 33

34 CSI PV Resources Applications: EPBB Calculation Tool: Go Solar California: (Eligible equipment and contractors) General Solar Inquiries PGE PG&E CSI Hotline for Application Inquiries Energy Efficiency Information ymoney 34

35 35 California Solar Initiative Thermal (CSI-Thermal) Solar Water Heating/Solar Thermal

36 CSI Thermal Solar Water Heating (SWH) Residential program launched May 2010 Commercial/Multifamily launched October 2010 Program runs for eight years Eligible for customers who heat their water using Natural Gas or Electricity provided by PG&E Contractors complete and submit the paperwork for the customer Eligible Contractor List: Incentives paid to customer, contractor, or third party Pool and Spa Solar Water Heating: Not Eligible Solar Space Heating and Cooling: not eligible at this time Propane Water Heating: Not eligible 36

37 SWH - Natural Gas Incentive table Steps decline as more projects are received and step budget allocations are fulfilled for each customer class Steps move independently by Customer Class and Program Administrator Step Customer Class $/ therm displaced Incentive Cap Total Program Budget Allocation PG&E Budget Allocation 1 Residential Commercial/Multifamily $12.82 $1,875 $500,000 $20 Million $30 Million 7.8 Million 11.7 Million 2 Residential Commercial/Multifamily $10.26 $1,500 $500,000 $18 Million $27 Million 7.02 Million Million 3 Residential Commercial/Multifamily $7.69 $1,125 $500,000 $18 Million $27 Million 7.02 Million Million 4 Residential Commercial/Multifamily $ $500,000 $16 Million $24 Million 6.24 Million 9.36 Million 37

38 SWH - Electric Incentive table Electric incentive steps change when natural gas steps change Step Customer Class $/kwh displaced Max Incentive 1 Residential Commercial/Multifamily 0.37 $ $250,000 2 Residential Commercial/Multifamily 0.30 $1,025 $250,000 3 Residential Commercial/Multifamily 0.22 $750 $250,000 4 Residential Commercial/Multifamily 0.14 $475 $250,000 Trigger Tracker: 38

39 Payments One-time Lump Sum Payment Residential and Small to Medium Business: - Based on estimated therm of kwh savings provided by the CSI-Thermal Calculator -- Paid after project is completed, approved, and inspected (if applicable) 70/30 True-Up Payment Large Commercial Customers: - Commercial/Multi-family calculator estimates therm or kwh savings. PA pays 70 percent of that incentive after Incentive Claim and Inspection (if applicable) are approved - System is then metered/monitored for 12 consecutive months. PA pays the true-up incentive amount by subtracting the initial 70 percent incentive payment from the final metered incentive amount. *Program will pay no more than 110% of estimated incentive 39

40 Incentive Steps 4 Step declining incentive structure Steps decline as we receive more projects and step budget allocations are fulfilled for each customer class Steps move independently by Customer Class and Program Administrator Electric incentive steps change when natural gas steps change Trigger Tracker: 40

41 How to Apply Training required for contractors and self-installer participation in CSI-T 41

42 Application Process Application must be completed using the CSI-Thermal online database: Eligible Contractor completes the application for the customer Documents may be submitted online or by mail Online documents must be in pdf format Database demonstration will be provided today 42

43 Application Process- Single Family Residential One-Step Process: Incentive Claim Form and supporting documentation are submitted after the final signed-off building permit obtained 43

44 Application Process- Single-Family Residential Documentation: Incentive Claim Form (ICF): Complete with signatures (originals not required) Energy Efficiency Audit or Title 24 documentation: Must be within the past 3 years Executed Agreement to purchase and install an eligible SWH System: Agreements must be legally binding and clearly spell out the scope of work, terms, price, and SWH system components to be installed. Executed Alternative System Ownership Agreement: If System Owner is Different from Host Customer Final Signed-off Building Permit: Must be after July 15, 2009 Authorization to Receive Customer Information or Act on a Customer s Behalf: Only required for SDG&E applicants 44

45 Resources Classes/Workshops PG&E Energy Survey PG&E CSI Hotline Solar Rating and Certification Corporation CPUC Solar/swh.htm CA Building Climate zones ding_climate_zones.html CSI-Thermal Application Database & Trigger Tracker

46 46 New Solar Homes Partnership (NSHP) Photovoltaics (PV)

47 New Solar Homes Partnership (NSHP) PG&E began administering in 2007 Statewide Objective: 400 MW of installed solar on new homes in California Establish a self-sufficient solar industry where solar energy systems are a viable mainstream option for new homes by 2016 Place solar energy systems on 50% of the new homes by the end of program PG&E NSHP Received over 700 applications for over 5,000 sites Paid over $10M for a total of 6.7 MW (CEC AC) 47

48 NSHP Requirements PV system size 1 kw AC or larger Sized to offset the end-use consumer on-site electric load Grid connected with eligible utility NSHP incentives capped at 7.5 kw (except for common area and VNM) Expected performance based incentives, calculated with the CECPV calculator Equipment seller/installer must be registered with the CEC New, certified system components listed on the CEC s eligible equipment list Ten year warranty on system components & labor Building must achieve energy efficiency above current Title 24 Third-party field verification of energy efficiency measures and PV system (HERS Rater) 48

49 NSHP Energy Efficiency Requirement Tier 1 - minimum building energy efficiency (EE) requirement 15% better than Title 24 EE Building Code Tier Title 24-35% better than T-24, 40% reduction in cooling load 2008 Title 24* - 30% better than T-24, 30% reduction in cooling load Energy Star appliances * 2008 Title 24 in effect January 1,

50 NSHP Incentive Structure Incentives - One time, up-front, expected performance based incentives (EPBI) Market Rate Housing - Base Incentive ($2.50/watt) Solar as a Standard Feature ($2.60/watt) Affordable Housing - Residential Units ($3.50/watt) Common Area ($3.30/watt) 50

51 Affordable Housing Requirements Provide Regulatory Agreement or other relevant document 20% of the project units must be subject to the affordability requirement Affordable housing restriction requirement is for 10 years Each residential dwelling unit must be individually metered 51

52 How to Apply Establish electric service from PG&E Submit application for Net Energy Metering Participate in PG&E s Energy Efficiency Program for additional incentives Review the NSHP Guidebook Apply online at 52

53 Additional Resources PG&E NSHP Website: State Solar Website: NSHP web tool: California Advanced Homes Program: California Multifamily New Homes Program: 53

54

55 Energy Efficiency Rebates for Multifamily Properties Who is eligible? A Multifamily Property may consist of an apartment complex with 2 or more dwelling units. Cash rebates are available for the installation of energy efficiency products in the common areas and inside the tenant dwellings. Property owners (and property managers, as authorized agents) may receive a rebate for these energy efficiency retrofits. Property owners or managers may also authorize a 3 rd party payment for a contractor to receive the rebate to install the product at their property.

56 Multifamily Rebates what is offered?

57 Sample of product offered

58 Reservation & Application Forms Funding is limited, so Reservations are required for larger energy efficient retrofit projects. The Reservation and Application Forms are included in each Multifamily Rebate catalog. For assistance on obtaining a rebate catalog, customers must call PG&E s Smarter Energy Line at or visit The Application Forms, Proof of Payment, and supporting documentation must be submitted to PG&E for rebate processing.

59 Reservation, Application, & Product Locations Forms

60

61 Application Form

62 Product Location Form

63 Application s Final Process The submitted Application Form and other documents are paired up with the existing Reservation Form. Products on the Proof of payment are reviewed for eligibility and specification requirements. After review process is complete, the application is committed for payment. Applications may be subject to inspection by a PG&E inspection representative. Once this process is complete, the inspection results are captured and a cash-back rebate is issued to the customer or authorized 3 rd party entity.

64 Current Challenges & Workarounds.. The current website ( does not have an electronic catalog or downloadable form. Customers have been calling the 800 number and are being routed directly to the Program Manager for electronic files and assistance. Product Location Form does not have sufficient fields for large complexes (50+ units). A template version of this Form may provided in an excel format upon request.

65 Questions?