California Advanced Homes Program (CAHP) Update

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

3 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

Eligible Customers 4 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.

Program Process 5 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

Incentive Information 6 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)

Program Contact Information 7 Toll Free: 866-352-7457 Email: cmfnh@h-m-g.com Website: www.h-m-g.com/multifamily Program Manager: Amy Barr, barr@h-m-g.com Plan Review Manager: Linda S. Murphy, murphy@h-m-g.com Associate Plan Review Manager: Keith Sage, sage@h-m-g.com Associate Manager: Katie Eberle, eberle@h-m-g.com Program Associate: Ashley Heath, heath@h-m-g.com Program Associate: Lauren Moreno, moreno@h-m-g.com

California Advanced Homes Program New Construction Program Incentives Matthew Christie November 15, 2011 Presenter Name Presentation Date

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 multifamily 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

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 Commitment Project submitted to PG&E for approval 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

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 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 - CAHP@h-m-g.com 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 3 rd 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, solar@pge.com 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 PG&E (866) 352-7457 cahp@h-m-g.com Southern California Edison (626) 633-3466 John.Morton@sce.com Southern California Gas Company (866) 563-2637 NewHomes@socalgas.com SDG&E (866) 631-1744 NewHomes@sdge.com

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 christie@h-m-g.com