Participant Handbook And Program Agreement For

Participant Handbook And Program Agreement For
2017 California Advanced Homes Program
(2016 Title 24 Code projects)
Participant Handbook and Program
Agreement for Single-family and Multi-family
New Construction Projects
Table of Contents
Section
Page
1
Program Overview .........................................................................................................2
2
Glossary of Terms ..........................................................................................................2
3
Introduction ....................................................................................................................2
4
General Requirements and Eligibility ........................................................................3
4.1
Program Requirements ................................................................................................3
4.2
Program Process Overview .........................................................................................4
4.3
General Building Requirements ..................................................................................6
5
Financial Incentives.......................................................................................................7
5.1
Incentive Eligibility (Single-family and Multi-family Low-rise)..............................7
5.2
Energy Design Rating (EDR) ........................................................................................8
5.3
Additional Financial Incentives...................................................................................9
6
Terms and Conditions ................................................................................................. 10
7
New Solar Home Partnerships .................................................................................. 12
8
For More Information .................................................................................................. 12
9
Calculation Instructions ..............................................................................................13
Appendix I: CAHP Incentive Agreement
Appendix II: Plan Review Checklist
We’re here to help builders today
for tomorrow’s environment.
California’s Investor-owned Utilities (IOUs), Pacific Gas and Electric Company,
SoCalGas® and San Diego Gas & Electric Company are working together to
help the building industry smooth the transition to the next energy code,
design and develop more environmentally-friendly communities and support
the State of California’s efforts for new homes to reach Zero Net Energy (ZNE).
Our California Advanced HomesTM Program highlights best practices in
energy efficiency, green building and sustainability, and offers generous
financial incentives to help builders and architects create environmentallyfriendly, energy-efficient communities for potential home buyers.
1
1. Program Overview
IRF: Incentive Request Form
The 2017 California Advanced Homes Program serves
to encourage residential new construction builders
to meet two visionary goals set forth by the California
Public Utilities Commission (CPUC). The first is to
help builders prepare for future code changes and
build homes better-than-code. The second is for all
new homes to reach ZNE.
MECH-1-C: Mechanical Field Inspection Energy
Checklist, usually for High-rise projects
MECH-INST: Mechanical Installation Certificate, usually
for High-rise projects
MF: Multi-family
MFHR: Multi-family High-rise
MFLR: Multi-family Low-rise
NFRC: National Fenestration Rating Council
2. Glossary of Terms
PERF-1: Performance Certificate of Compliance
Throughout this document, acronyms of certain terms
have been used to simplify instructions.
The following is a list of these terms
Rater: Inspector certified by a CEC-approved HERS
provider to provide third-party verification for Title
24 measures.
BIG: Build It Green
RNC: Residential New Construction
CABEC: California Association of Building Energy
Consultants
SF: Single-family
CAHP: California Advanced Homes Program
ZNE: Zero Net Energy (as defined by the CPUC)
CAHP EDR: The difference between the Standard
Energy Design Rating and the Proposed Energy
Design Rating plus any kickers.
ZNE-R: Zero Net Energy Ready
CalCERTS: California Certified Energy Rating & Testing
Services (HERS Provider)
CEA: Certified Energy Analyst
CEC: California Energy Commission
CF-1R: Certificate of Compliance
CF-2R: Certificate of Installation, go to
www.energy.ca.gov and search for “Residential Manual”
CF-3R: Certificate of Field Verification and Diagnostic
Testing, go to www.energy.ca.gov and search for
“Residential Manual”
CHEERS: California Home Energy Efficiency Rating
Services (HERS Provider)
CIR: CAHP Incentive Report
CMFNH: California Multi-family New Homes
(PG&E Program)
CPUC: California Public Utilities Commission
DELTA EDR: The difference between the Standard
Energy Design Rating and the Proposed Energy
Design Rating
DOE ZER: Department of Energy Zero-energy
ready program
EDR: Energy Design Rating
HERS: Home Energy Rating System
HPA: High Performance Attics
HPF: High Performance Fenestration
SHGC: Solar Heat Gain Coefficient
3. Introduction
CAHP is offered through a diverse portfolio of programs
by the IOUs. Participation is open to single-family,
low-rise and high-rise multi-family residential new
construction built in a participating IOU service area.
CAHP is a comprehensive residential new construction
concept with a cross-cutting focus on sustainable design
and construction, energy efficiency, demand reduction
and emerging technologies. Through a combination of
education, design assistance and financial support, CAHP
works with building and related industries to exceed
compliance with the California Code of Regulations, Title
24, Part 6, 2016 Building Energy Efficiency Standards
for Residential and Nonresidential Buildings (Standards),
to prepare builders for changes to the Standards and to
create future pathways beyond compliance and traditional
energy savings objectives.
CAHP is designed for the Performance-based Approach for
compliance. Compliance with the 2016 Title 24 Standards
must be demonstrated through the performance method
utilizing approved California Energy Commission (CEC)
compliance software. The documents must be created and
signed by a 2016 Title 24 code Certified Energy Analyst
(CEA)*. Compliance must be demonstrated for each building
as a whole and may not group unrelated or detached
buildings together.
HPW: High Performance Walls
IOU: Investor-owned Utility
* For Multi-family High-rise projects, a 2013 code Certified Energy Analyst (CEA) signature will be accepted until further notice.
2
4. General Requirements and Eligibility
The CAHP is funded under the auspices of the CPUC
and funding, incentive levels and program requirements
may be revised during the program cycle. Applicants
must contact their IOU representative prior to
submitting an application (see Section 8 for contacts).
4.1 Program Requirements
1
Incentives are only available to the participating builder for commodities (i.e., natural gas and electricity) that are provided by CAHP utilities.
2 Projects that are applying for incentives must
submit an application package, in compliance with
Section 4.2, prior to any HERS testing beginning
or drywall installation. Please check with your
HERS rater prior to submitting your application
packet to ensure the lots indicated on your
application and lot list are eligible. All participating
units must be new construction dwellings and
modeled accordingly.
qualify. Plans within a project, which are not
approved will not receive incentives; only lots
with approved plans will receive incentives and
need to meet program requirements.
5 For verification purposes, all projects must
contract with a certified HERS rater, even if HERS
measures are not required. The HERS rater will
be required to enter project verifications into
the HERS registry for the CAHP certificate. This
includes verifications of non-HERS measures as
applied in the project’s specified registry.
6 Incentive payments are available only to owners,
builders or developers named on the Application.
7 Funds are limited and will be reserved on a firstcome, first-served basis to projects that meet the
program requirements. No payments will be made
for any changes made to the unit that may affect
compliance without prior written approval from
your utility representative.
3 Applicant agrees to not accept duplicate funding
from multiple utility-sponsored energy-efficiency
programs for the same measures. Measures that
save multiple fuel types can accept funding for
EACH fuel type from ONE utility.
8 Contact your utility representative for additional
program details and funding availability prior
to submitting applications. The funding for this
program is scheduled to expire December 31,
2019. The IOUs will not accept agreements after
December 15, 2017. Agreement is valid for
36 months from date of utility acceptance.
4 Participating projects must meet minimum program requirements on a “plan-by-plan” basis, before HERS testing or dry wall installation begins. Approved plans will meet the program requirements in all orientation. Only lots with approved plans will receive incentive payments. This is so an entire project, does not need to
9 In accordance with California Public Utilities
Code Section 399.4(b), the customer (or their
contractor) must provide the Utility with the proof
of permit closure from the issuing agency before
the Utility will pay any rebate or incentive for the
purchase or installation of central air-conditioning,
heat pumps, or related fans.
3
4.2 Program Process Overview
Contact your CAHP representative prior to submitting
the application and prior to construction to ensure that
you have the most current CAHP information available.
Programs and/or incentive levels may be changed
or cancelled without notice. You will be appointed a
utility representative that will guide you through the
entire process and to whom you will submit application
materials. Submit the following to your utility
representative for each plan type within the project:
5 A complete set of construction plans including:
•
Architectural plans including floor plans,
elevations and sections.
•
A completed, original Residential New Construction
Application postmarked or received no later
than December 15, 2017, or sooner. Complete one
application per project.
Subdivision lot map with North arrow
for production home projects or a site
plan with North arrow for custom homes.
•
A site plan with North arrow for custom
homes.
2
A completed Appendix II Plan Review Checklist.
•
3
Title 24 Certificate of Compliance authored and
signed by a 2016 Title 24 code Certified Energy
Analyst (CEA)*. This report must be accompanied
by the CAHP Incentive Report (CIR) generated
from the same simulation.
A copy of the tract map (tentative or
recorded), construction schedule with
phases, lots and addresses when available.
1
•
•
•
4
4 The electronic input file for correct version of
the Title 24 energy compliance software for
each model as constructed. This must be
submitted by email to the CAHP representative.
Accepted electronic files are .RIBD for CBECC-Res,
.CIBD for CBECC-Com and .bld for EnergyPro.
Single-family and low-rise multi-family
projects may require a copy of the final Title
24 CF-1R and Utility Estimated Incentive
Calculation Worksheet for each plan type.
High-rise multi-family projects require a copy
of the final Title 24 PERF-1 Form, MECH- 1,
MECH-2, MECH-3, MECH-4, MECH-5 (if duct
credit is claimed), ENV-1, ENV-2 and Utility
Estimated Incentive Calculation Worksheet for
each building type.
Multi-family buildings up to 25 units may
utilize the unit-by-unit modeling approach.
Buildings with more than 25 units must be
modeled using the whole-building approach.
6 Applicant contracts with a 2016 Title 24 code
Certified Energy Analyst (CEA) to prepare the
Title 24 documentation and secure a Home
Energy Rating System (HERS) rater.
7 The utility may provide design assistance
within reason for viable projects. The utility will
not provide funding for Title 24 documentation
authors to reconstruct models or plans in the
event of needed corrections.
8 For High-rise inspection protocol contact your
utility representative.
9 Upon completion of plan check, the project team
will receive a letter of acceptance and Incentive
Request Form(s) (IRF).
* For multi-family high-rise projects, a 2013 code Certified Energy Analyst (CEA) signature will continue to be accepted until further notice.
Read all CAHP instructions, requirements, and Terms
and Conditions contained herein. For additional program
information, speak with your utility representative.
The Applicant listed on the Application is responsible for
submitting documentation that verifies compliance with
CEC requirements to the utility’s satisfaction.
In cases where measures and construction elements
may vary from default or minimum efficiency values,
CAHP may require supporting specifications sheets.
Sign the Application and submit the package to your
utility representative. Projects must be submitted as a
complete package. Incomplete application packages will
be returned to the applicant.
Once you receive written approval from
the utility:
Construction and Inspection Phase
1
2
Ensure all applicable CF-2R forms are uploaded
to the chosen HERS Registry for each lot.
If applicable, the appropriate CF-3R HERS rating
certificates for each home upon completion
of field verification need to be uploaded to
the appropriate registry; certificates must be
submitted for the tested lot according to CEC
HERS sampling protocols.
•
Be aware that the HERS rater will be
inspecting to ensure that all required
measures are implemented. Projects with
“failures” are subject to CEC re-testing
procedures and related fees at applicant’s
expense. If the measure fails the re-test,
the applicant will need to submit an
adjustment application.
3 Before any inspections are uploaded to the
HERS registry, notify your utility of any changes
that will affect total energy use of the home, such
as added or relocated windows, addition of “bonus”
rooms or other areas not shown on the Title 24
submittal, changes in proposed HVAC or water
heating equipment and/or changes to building
insulation. These changes will need to go through
an adjustment application. Changes made without
notification may forfeit incentive payment.
Verification by Utility
Prior to paying incentives, the utility will review all
documents to ensure CAHP compliance. The utility
retains final authority to determine CAHP compliance
and eligibility for incentives. Email all correspondence
to your utility representative.
5
Sign the Agreement and
submit the package to your
utility representative.
Projects must be submitted as
a complete package. Incomplete
application packages will be
returned to the applicant.
4.3 General Building Requirements
To qualify for an incentive payment, each home
covered by the Agreement must be:
1
A new construction project/home receiving
electric distribution and/or natural gas distribution
service from your local IOU. If the home only
receives EITHER natural gas or electricity from
the IOU you are applying to, it is only eligible
for incentives related to that service. Seek the
guidance of your utility representative to ensure
incentives are maximized for both natural gas
and electricity. Homes served by propane will not
receive an incentive for propane-related savings.
•
•
A residential individually metered multifamily low-rise project. CAHP also accepts
master metered multi-family affordable
housing projects. Please seek your utility
representative’s guidance.
•
Permitted under the 2016 Energy Efficiency
Standards Residential Compliance Manual
(Title 24) effective January 1, 2017 and
achieving compliance using a CEC-approved
computer method.
•
6
A single-family detached dwelling or
two-dwelling building of any number of
stories, R-3 occupancy, and on local IOU
residential rates. Structures detached from
the primary residence that are residential
living areas (e.g., casitas) must also meet
all CAHP criteria but are not eligible for a
separate incentive.
Projects must meet, at a minimum, CEC
and CAHP installation and field verification
requirements, as documented by a certified
HERS Rater.
•
A high-rise residential multi-family building,
Occupancy Group R, division 1 with four
or more habitable stories. Built to exceed
the 2016 Energy Efficiency Standards
Nonresidential Compliance Manual Title 24
standards for the applicable CEC-specified
climate zone.
•
Some modular manufactured housing may
qualify when regulated by Title 24 standards
(not HUD – U.S. Department of Housing and
Urban Development). Please contact your
utility representative for verification.
2 The following facilities do not qualify for
participation: remodels, additions, manufactured
housing, residential care facilities, hotels, motels,
dormitories and community facilities. The utility
offers a broad portfolio of other programs that
may provide support to these facilities. Wholehouse retrofits may qualify, please contact your
utility representative. For multi-family information
in PG&E territory, please refer to either the CAHP
Multi-family hand book, or the CMFNH handbook.
The following defines the dwelling unit types that
qualify for program participation.
Single-family Project Building
Design Type
Detached: A single-story or multiple-story structure
consisting of one unit not attached to another building
(except a garage or casitas). This may be either a
custom home or part of a larger project consisting of
multiple units/lots.
Duplex: A structure consisting of two dwelling units.
The duplex can be a single structure or part of a larger
project consisting of multiple structures and units but
must be modeled as two separate units.
Townhome: A single-family dwelling unit constructed in
a group of three or more attached units in which each
unit extends from the foundation to roof and with open
space on at least 2 sides. Must be modeled as individual
separate units.
Multi-family Project Building Design Type
Attached/Condominium: A single- or multiple-story
structure consisting of three or more dwelling units.
The dwelling units are owned by the occupants.
Does not apply to townhomes (see above).
Apartment: A single- or multiple-story structure
consisting of three or more dwelling units.
The dwelling units are not owned by the occupants.
5. Financial Incentives
The estimated incentives increase incrementally as the
performance of the structure increases.
5.1 Incentive Eligibility (Single-family and Multi-family Low-rise)
Incentives can be calculated using the CAHP 2017
Incentive Calculator. (Software integration is expected
Q2 2017.) Incentives are specific to the plan and
orientation of each lot.
For Single-family, and Multi-family Low-rise, the
program will use Delta EDR and Kicker EDR points to
determine program eligibility and base inventive level.
The minimum performance requirement is a Delta EDR
plus kickers of 3.
Multi-family projects in PG&E’s service area are covered
under another program. Please see Section 8 for
contact information.
The minimum Delta EDR plus kickers requirement in
SDG&E territory is 4.
•
Delta EDR is the difference between the standard
design EDR and the proposed design EDR.
•
Incentive “Kickers” can be used to increase the
CAHP EDR score.
7
5.2 Energy Design Rating (EDR)
The EDR is a whole-house energy efficiency metric
in which ratings closer to zero mean better performance.
There are multiple EDRs available. The CAHP single-family
programs will use the Standard Design EDR minus the
Proposed Design EDR plus Kicker points to determine
the project’s CAHP Delta EDR and program eligibility.
Standard
Design
EDR
Proposed
Design
EDR
Kicker
Points
CAHP
Delta
EDR
CAHP-SF INCENTIVES
$4,000
INCENTIVE ($/lot)
$3,500
$3,000
MU
AXI
M
$2,500
9
201
$2,000
E
COD
PRE
L
TIA
$500
0
1
2
3
4
5
6
7
$300/unit for entry Delta EDR 3*
$150/unit for each point to 6
$300/unit for each point thereafter
ERS
K
KIC
E
TIV
CEN
E IN
COR
$1000
CAHP- Single-family Base Incentive Structure:
KER
IC
PK
EN
POT
1,500
$0
IVE
ENT
C
M IN
8
* Entry Delta EDR in SDG&E territory is 4,
and the next inflection point is 7.
9
10
Delta EDR (EDR Reduction Point)
CAHP-MF INCENTIVES
Low-Rise Multi-family
$1,600
INCENTIVE ($/units)
$1,400
$1,200
CAHP- Single-family Base Incentive Structure:
$1,000
$150/unit for entry Delta EDR 3*
$50/unit for each point to 6
$100/unit for each point thereafter
E
TIV
CEN
$800
ER
N
S
M I KICK
IMUE PREP OKER
X
O
C
MA 9 COD
L
E
201
TIA
VE
TIV
N
E
NTI
TEN
C
E
O
N
C
I
P
E IN
OR E
C
COR
$600
$400
* Entry Delta EDR in SDG&E territory is 4,
and the next inflection point is 7.
$200
$0
0
1
2
3
4
5
6
7
8
9
10
Delta EDR (EDR Reduction Point)
CAHP-MF INCENTIVES High-rise Multi-family
$1,600
INCENTIVE ($/units)
$1,400
Multi-family High-rise Incentive Structure
$1,200
$1,000
$800
MAXIMUM INCENTIVE
$600
KICKERS
$400
CORE INCENTIVE
$200
$0
0%
5%
10%
15%
20%
25%
30%
2016 Title 24 Compliance Percentage (%)
8
35%
$150/unit for 10% to < 15%
$200/unit for 15 to <20%
$300/unit for 20 to <30%
$500/unit for 30% or greater
Same bonus measures as LRMF
Max incentive of $250,00 (including bonus
measures)
5.3. Additional Financial Incentives
The 2017 CAHP offers additional incentives to projects
that include one or more of the below project elements.
NOTE: Multiple kickers can be claimed on a project.
High-performance Walls ($200 SF, $25 MF) The home
is being constructed with a high performance walls
in compliance with the prescriptive requirements as
defined in the 2016 Residential Compliance Manual
(Title 24, Part 6)
CLIMATE ZONE 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Whole-house Fans ($100 SF only) The home is being
constructed with a whole-house fan in compliance with
the prescriptive requirements as defined in the 2016
Residential Compliance Manual (Title 24, Part 6)
COASTAL (C)
I
OR INLAND (I)
2019 Code Prep Kickers:
EDR Performance Embedded Kickers-
I C C C C C C I
I
I
I
I
I
I C
100% LED Lighting (EDR point- 0.5 inland, 1.0 coastal)–
• All hard wired lighting needs to be LED and meet
the requirements of JA8-2016.
Home Energy Management System (HEMS) (EDR
point- 0.5 inland, 1.0 coastal)–
• Must provide a method for the user to access
energy use information/ history via a user interface.
•
Alternate compliance path: wire home so that no plug load, lighting load, or appliances share a common circuitCash Bonus Kickers*:
2019 Code Ready ($250 SF, $25 LRMF only)
The home meets the CAHP EDR necessary for program
entry. Solar is not being installed but is designed with
a solar-ready zone, and a 3kW panel (when modeled)
would lead to a final proposed EDR of zero.
2019 Code Home ($500 SF, $50 LRMF only) The home
meets the CAHP EDR necessary for program entry.
When the proposed solar (to be installed) is modeled
the final proposed EDR reaches zero.
Kicker summary
Cash bonus kickers
Balanced IAQ ($100SF, $25 MF)
The home is installing a balanced IAQ ventilation
system. Meets ASHRAE 62.2
Point Kickers
All ENERGY STAR® Tier II Appliances (MFLR only)
(EDR point- 0.5 inland, 1.0 coastal)
DOE Zero-Energy Ready ($400 SF, $25 LRMF only
The home is participating in the Department of Energy
Net-Zero Energy ready program (the DOE Zero-Energy
Ready and ENERGY STAR 3.2 Certified kickers cannot
be taken together) www.energy.gov/eere/buildings/
zero-energy-ready-home
ENERGY STAR® Laundry Facility ($5 per machine)
Drain Water Heat Recovery ($200 per device)
Hybrid Kickers (Modeled Savings +
Cash Bonus) Per unit:
High-performance Fenestration ($200 SF, $75 MF)
The home is being constructed with all triple-pane
windows
High-performance Attics ($200 SF only) The home
is being constructed with a high-performance attics
in compliance with the prescriptive requirements as
defined in the 2016 Residential Compliance Manual
(Title 24, Part 6)
Cash Bonus Kickers
*These two kickers cannot be taken together.
Kicker
SF Value
per lot
MF Value
per unit
100% LED
Lighting
0.5 Inland
1.0 Coastal
0.5 Inland
1.0 Coastal
Home Energy
Management
System (HEMS)
0.5 Inland
1.0 Coastal
Not available
All ENERGY STAR®
Not available
Tier II Appliances
0.5 Inland
1.0 Coastal
High-performance
Fenestration
$200
$75
High-performance
Attics
$200
Not available
High-performance
Walls
$200
$25
Whole-house Fans
$100
Not available
Balanced IAQ
$100
$25
2019 Code Ready
$250
$25
(LRMF only)
DOE Zero Energy
Ready Home
$400
$25
(LRMF only)
2019 Code Home
$500
$50
(LRMF only)
ENERGY STAR®
Laundry Facility
Not available $5 per machine
Drain Water Heat
Recovery
Not available
$200
per device
9
California ENERGY STAR New Homes
Program—Marketing Support Bonus
*Available in SoCalGas territory only
Projects that comply with ENERGY STAR™ standards
will be offered free ENERGY STAR marketing materials.
IOUs will provide a materials catalog including banners,
brochures, stickers and more. Each project will be
given a budget of $10 per multi-family unit and $40
per single-family unit. Please contact your local IOU
for details. ENERGY STAR is a national, voluntary
program sponsored and developed by the United States
Environmental Protection Agency (EPA) that promotes
energy-efficient products, including homes. Homes that
have earned the ENERGY STAR label meet the EPA’s
performance guidelines for energy efficiency following
third-party verification from an accredited organization.
Further information can be reviewed at the EPA
ENERGY STAR Internet site, www.energystar.gov.
Thermostatic Shower Restriction
Valve—$7/unit or $15/set When Combined
with Low-flow Showerhead
*Available in SoCalGas territory only
Projects that install thermostatic shower restriction
valves in SoCalGas service territories are eligible
for this incentive. This measure is not allowed when
combined with tankless water heaters or recirculation
pumps. The incentive increases to $15 per unit when
combined with a low-flow showerhead. To qualify, the
low-flow showerhead must pass test procedure ANSI/
ASME A112.18.1-2000, Section 5.5, and have a flow
rate equal to or less than 1.6 gallons per minute. This
measure is not available on the Utility Estimated
Incentive Calculation Worksheet. Please fill out “Low­
flow showerhead/Thermostatic Shower Restriction
Valve Installation Details” form to apply for this kicker.
Project must meet core incentive CAHP requirements
to be eligible for this incentive. Projects in PG&E’s
service area are not eligible for this bonus incentive.
6. Terms and Conditions
I, the Applicant, agree to the following terms
and conditions (“the Agreement”):
1
Applicant meets the CAHP eligibility requirements
as stated in the appropriate attachment(s)
included with the Application.
2 The information Applicant has supplied on the application and attachment(s) is true, correct and complete.
3
10
Applicant has read and understand the terms
and conditions of the Agreement and on the
appropriate attachments and agree to abide by
the rules, requirements and terms set forth on
the Agreement and all attachments.
4 If the Agreement is terminated for any reason,
Utility shall not be liable to the Applicant for
damages or compensation of any kind.
5 Utility reserves the right to determine eligibility
for the Incentive.
6 Utility makes no representation or warranty,
and assumes no liability with respect to quality,
safety, performance, or other aspect of any
design, system or appliance installed pursuant
to the agreement, and expressly disclaims
any such representation, warranty or liability.
Applicant agrees to indemnify utility, its affiliates,
subsidiaries, parent company, officers, directors,
agents and employees against all loss, damage,
expense, fees, costs and liability arising from any
measures installed.
7 Both funding and the conditions of the incentive
are subject to the jurisdiction of the California
Public Utilities Commission (CPUC) and shall
be subject to such changes or modifications as
the CPUC may, from time to time, direct in the
exercise of its jurisdiction. If there are changes in
the estimated incentive, utility will endeavor, but
cannot guarantee, to provide a reasonable period
of time before changes go into effect.
8 Applicant understands that if the incentive is
modified in any way or terminated by order of any
government entity, then the Agreement shall be
revised or terminated consistent with that order.
9 Utility may assign the Agreement, in whole or in
part, or its rights and obligations hereunder, directly
or indirectly, by operation of law or otherwise,
without the Applicant’s prior written consent,
provided utility remains obligated for payments
incurred prior to the assignment. The Applicant
may not assign this Application, in whole or in part,
or its rights and obligations hereunder, directly or
indirectly, by operation of law or otherwise without
the prior written consent of utility.
10 Applicant understands the incentive requires
inspections and measurements of the
performance of the measures. Therefore, I agree
to provide access to the project site for these
purposes to Utility and/ or its agents or assigns
and the CPUC and/or its agents or assigns.
11 Applicant agrees to release utility, its affiliates,
parent company, officers, managers, directors,
agents and employees from all claims, demands,
losses, damages, costs, expenses and liability
(legal, contractual, or otherwise), which arise
from or are in any way connected with any: (1)
injury to or death of persons, including but not
limited to employees of utility, customer, or
any third party; (2) injury to property or other
interests of utility, Applicant or any third party;
(3) violation of local, state, or federal common law,
statute, or regulation, including but not limited
to environmental laws or regulations; (4) energy
savings shortfall; so long as such injury, violation,
or shortfall (as set forth in (1)—(4) above) arises
from or is in any way connected with the Project,
including any third party’s performance of or
failure to perform the Project, however caused,
regardless of any strict liability or negligence of
utility, its officers, managers or employees.
12 Energy savings for which incentives are paid
cannot exceed the actual usage provided by
utility. Projects submitted must have positive
kW, kWh, and Therm savings. Nonutility supply,
such as cogeneration or deliveries from another
commodity supplier, does not qualify as usage
from utility (with the exception of direct-access
customers or customers paying departing load
fees for which the utility collects PPP or PGC
charges).
13 Funding approved for this incentive is limited and
will be paid on a first-come, first-served basis to
qualified applicants. Funds will only be reserved
upon utility’s execution of the Agreement. This
incentive offer is subject to the availability of
authorized funds.
14 Installation of any energy-efficient equipment
required for compliance with 2016 Title 24 will
not qualify for incentives. Energy efficiency
improvements beyond 2016 Title 24 requirements
or a generally accepted industry standard, where
applicable, may be eligible for incentives.
15 Specific restrictions may apply to each energyefficiency system, as outlined in the instructions
and attached project forms.
16 To be eligible for incentives, Applicant agrees that
Applicant will not apply for or receive incentives
offered by local or state entities or other utilities
for measures and associated fuel savings covered
under this Agreement.
17 Utility may suspend or terminate the Agreement,
without cause, upon written notice to Applicant.
18 Applicant understands the following tax liability
provisions: utility will report incentives greater
than $600 as income to me on IRS form 1099
unless: 1) Applicant has marked the “Corporation”
or “Exempt” tax status box, or 2) the Payment
Release Authorization Form has been completed,
in which the designated party will be responsible
for tax liability. Utility recommends that Applicant
consults a tax adviser concerning the taxability of
incentives. Utility is not responsible for any taxes
that may be imposed due to incentive payments.
11
19 Applicant understands once an acknowledgement
receipt is issued for this Application under a
Customized Energy Efficiency Program, the
Application will be processed under that program.
If the Application is withdrawn at any time in
the process, Applicant may only resubmit an
Application for the same project in the same
program, under specific circumstances approved
by the assigned utility representative.
7. New Solar Homes Partnership
20 Applicant understands the utility may use the
services of external consultant(s) for plan review
and/ or other functions related to the submitted
projects. I hereby authorize the utility to share
any of the submitted project information with the
consultants, expressly for this purpose.
Further information regarding the CAHP and
participation can be obtained from a utility
representative. The representative can work with the
design team to determine which program path is best
suited to the project and how to optimize its energy
efficiency. Additionally, the utility offers design
assistance for project review and training classes.
21 Applicant understands that program timing, rules
and requirements may be modified by each utility
in their territory, or by the program as a whole, at
any time.
22 To afford an even distribution of funds for
projects under this program, owners, builders and
developers may be required to demonstrate the
viability of the project for which they are applying.
Following the approval of the Agreement and
within a three (3) month period, the applicant may
be asked to supply documents that reflect
a commitment to timely construction. The
following documents may be required:
•
Grading permit
•
Building permit
•
Approved construction schedule from the governing entity
•
Financing and other pertinent documents
If, after review of these documents, the utility
determines that the project is not progressing, the
Agreement may be cancelled. If these documents
are not available, the applicant must demonstrate
that the project is in the process of obtaining
construction permits. If this Agreement is cancelled,
the applicant may reapply at a later date. Applications
will be accepted and estimated incentives will be
committed based upon the funds available at the time
of reapplication.
12
The New Solar Homes Partnership (NSHP) is part of
the comprehensive statewide solar program, known as
the California Solar Initiative.
For additional information, please go to
www.gosolarcalifornia.ca.gov.
8. For More Information
Contact Information
Pacific Gas and Electric Company
Phone: 866-352-7457 (CMFNH M-Fam/CAHP S-Fam)
Email: [email protected] Web: http://cahp-pge.com/ Web: http://cmfnh.com/
SoCalGas
Phone: 866-563-2637
Email: [email protected]
Web: www.socalgas.com (search “CAHP”)
San Diego Gas & Electric Company
Phone: 858-636-5730
Email: [email protected]
9. Calculation Instructions
EXAMPLE
(Does not apply to projects in SDG&E territory where a CAHP EDR score of 4 is required.)
Use the following tables to determine incentives per lot.
The SF example assumes a CAHP delta EDR of 6 and cash bonus kickers of $850; enter the amount of $750 in the incentives per lot column, $850 in the Cash bonus kickers column, and $1,600 in the Total incentive per lot column.
Plan
Name
Orien­
tation
Square
Footage
Occu­
pancy
Standard
Design
EDR
Proposed
Design
EDR
Delta
EDR
EDR
Kicker
Points
CAHP
Delta
EDR
Incentives
Per
Lot*
Cash
Bonus
Kickers
Total
incentive
per lot
Est. #
Units
in
Plan
ABC
N
2300
SF
50
46
4
2
6
$750
$850
$1,600
x8
=
$12,800
XYZ
E
1800
MFLR
55
52
3
1
4
$200
$100
$300
x 12
=
$3,600
MNO
S
1300
MFHR
$300
$0
$300
X 50
=
$15,000
CAHP
Delta EDR
SF Base
Incentive
per unit
MFLR Base
Incentive per unit
Percent Above
Code
$0
$0
10-14.9
=
$150
MFHR Base
Incentive per unit
1
=
2
=
$0
$0
15-19.9
=
$200
3
=
$300
$150
20-29.9
=
$300
4
=
$450
$200
30+
=
$500
5
=
$600
$250
6
=
$750
$350
7
=
$1,050
$450
8
=
$1,350
$550
9
=
$1,650
$650
10
=
$1,950
$750
11
=
$2,250
$850
12
=
$2,550
$950
13
=
$2,850
$1,050
14
=
$3,150
$1,150
15
=
$3,450
$1,250
16
=
$3,750
$1,350
Est.
Incentive
13
Appendix I 2017 CAHP Incentive Agreement
Project Number (Internal Use Only) _____________________
2017 California Advanced Homes™ Program
Single-Family/Multi-Family Incentive Agreement
Minimum energy use requirements for participation in the California Advanced New Homes Program: For single-family and
multi-family low-rise, the minimum performance requirement is a CAHP Delta EDR Score of 3, or a CAHP EDR Score of 4 in
SDG&E territory. For Multi-family High-rise, the minimum performance requirement is 10%. Please refer to the Handbook Section
8 for more information).
APPLICANT/PAYEE INFORMATION
Applicant/Builder Name
Utility Representative
Payee Name
† Corporation
† Non Corp
If exempt, describe why:
Federal Tax ID #
(or) Social Security #
Payee Address
† Individual † Exempt
Payee City
Payee ZIP
PROJECT INFORMATION
Project Name
Climate Zone
Project Address/Location
Project City
Project Contact
Contact Telephone Number
Fax Number
Email
Permitting Agency
Permit Date
Start Date
Estimated Completion Date
HERS Provider (i.e. HERS Registry)
HERS Company
HERS Email
HERS Address
HERS Rater
HERS Rater Telephone Number
Project ZIP
PROJECT TYPE
Please Select
† Single-family - Please select housing type:
† Multi-family - Please select housing type:
Single-family or
† Custom Home
† Low-rise (Less than 4 stories)
Multi-family:
† Production Home (2 or more units)
† High-rise (4 stories or more)
† Duplexes (2 attached units)
† Townhomes (see definition in handbook)
Are you participating in the New Solar Homes Partnership?
† Yes
† No
What company is providing electricity to the project?
† PG&E † Southern California Edison † SDG&E® † Other:
What company is providing natural gas to the project?
† PG&E † SoCalGas † SDG&E † Other:
Is a company providing propane to the project?
Tract Number
† No
If yes, list company:
Total # of Plan Types in Project
Phase Number(s)
# of Units to Complete in:
† Yes
Lot Number(s)
2017 _____
2018 _____
2019 _____
2020 _____
Total _____
GENERAL INSTRUCTIONS AND REQUIREMENTS
14
1 Call your local utility representative for details and funding availability on the California Advanced Homes Program (CAHP) p rior to submitting this agreement. Funds are limited and will be
reserved on a first-come, first-served basis to projects that meet the Program requirements. No payments will be made for any energy-efficient upgrades installed without prior written approval
from your local utility.
2 Review the CAHP Participant Handbook and Terms & Conditions.
3 Complete one form per project and list ALL plans/building types. Incentive payments are available only to owners, builders or developers named on the CAHP Incentive Agreement unless
your IOU allows the submission of a Payment Release Form. Please ask your IOU for details.
4 No projects will be accepted after drywall has been installed in enrolled units.
UTILITY INCENTIVE CALCULATION WORKSHEET (Please attach supplement for additional plans):
Based on Final CF-1R and/or PERF-1 Form as filed for your building permit
(Measures/Incentives will be verified by field inspection)
Plan
Name
Orientation
Square
Footage
Occu­
pancy
Standard
Design
EDR
Proposed
Design
EDR
Delta
EDR
EDR
Kicker
Points
CAHP
Delta
EDR
Incentive
per
Lot/Unit
Cash
Bonus
Kickers
Total
Incentive
per
Lot/Unit
Est. #
Lots/
Units
in Plan
Est.
Incentive
* Please see Section 9 for incentives per lot calculation instructions
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
Subtotal for Core + Kickers
# of shower restriction valves, normal flow
=
=
=
=
=
=
=
=
=
=
=
=
=
=
# of shower restriction valves, low-flow
Total Incentive
Incentive amount may vary according to final inspection results.
Energy Star Marketing Support Bonus Total SF Units
=
=
(at $40 per unit); Total MF Units
(at $10 per unit)
=
=
UTILITY USE ONLY
Date Agreement Received
Date Agreement Approved
Date of First Contact
Authorized Signature
Title
Date
Resubmittal Adjustment
Utility Manager Approver
Plan Check Approval
APPLICANT AGREEMENT
I, the undersigned, agree that:
1 I have read and understand and agree to abide to the 2017 California Advanced Homes Program rules, requirements and terms and conditions set forth
in this Agreement and in the Handbook.
2 The information that I have supplied on this Agreement is true, correct and complete.
3 This project is not receiving duplicate funding from multiple utility sponsored energy efficiency programs for the same measures and associated fuels.
4 I agree to permit the utility to discuss all aspects of this project with my energy consultant and/or HERS rater.
5 I understand that this agreement is valid for 36 months from date of utility acceptance.
Company Name
Applicant Name (Print)
Title
Signature
Date Signed
Phone: 866-352-7457 (CMFNH Multi-Family/CAHP Single-Family)
Email: [email protected]
Email: [email protected]
Web: http://cahp-pge.com/
Web: http://cmfnh.com/
Phone: 866-563-2637
Email: [email protected]
Web: www.socalgas.com (search “CAHP”)
Phone: 858-636-5797 (Thomas Van)
Email: [email protected]
15
Appendix II Plan Review Checklist
Please provide the following documentation for participation in the
California Advanced Homes Program and/or New Solar Homes Partnership
The purpose of this checklist is to expedite the required plan check process. Agreements submitted
without the following documents will be returned to Applicant.
Are you participating in the New Solar Homes Partnership?
Yes
No
A complete set of construction plans which contain the following:
… Architectural drawings (electrical, mechanical, and plumbing may also be required). When submitting electronic plans a CD is preferred.
… A window and door schedule that shows sizes and includes ALL skylights.
… Elevation, wall, roof, floor construction assemblies.
… Floor finish schedule (a.k.a. floor covering schedule) if CF-1R shows high-mass design.
… A list of lots, addresses, and their respective plan numbers. Not available for custom homes.
… For custom homes, a site plan with North arrow. For subdivisions, a subdivision map with
North arrow.
… Plans may be submitted electronically either as a PDF file or using a file extension of .dwf
PLAN SIZE MUST BE FULL OR HALF-SIZE.
Title 24 forms and files:
… Certificate of Compliance Form (CF-1R for low-rise residential or a PERF-1 for high-rise
residential) and the CAHP Incentive Report (CIR) signed by a 2016 Title 24 code Certified
Energy Analyst (CEA)*
… The electronic input files that generated the signed 2016 Title 24 code Certificate of
Compliance Form (preferably via e-mail). This file will have file extension “.bld” for EnergyPro
or .RIBD for CBECC-Res, .CIBD for CBECC-Com. Please note — only plans on the application
should be submitted and uploaded.
Equipment and materials documentation (if required by utility):
… Windows, glazed doors, skylights—specification sheet with manufacturer’s name that demonstrates NFRC rated U-factor and Solar Heat Gain Coefficient (SHGC)
… Space heating equipment—specification sheet with manufacturer’s name/model number
and efficiency rating for each unit
… Air conditioner—specification sheet with manufacturer’s name/model numbers for condenser/coil match or AHRI reference number for each proposed unit (www.ahridirectory.org) that has an efficiency rating GREATER than SEER 13, EER 11
… Water heater—specification sheet with manufacturer’s name/model number and efficiency rating. If installing a Solar Water Heater, a CF-SR is required.
… Specification sheets for any special features as included in your Title 24 calculations report
* For multi-family high-rise projects, a 2013 code Certified Energy Analyst (CEA) signature will continue to be accepted until further notice.
16
Let Us Help Turn Your Blueprints Into
Greenprints.
Development of sustainable and livable communities
combines environmental protection, green building
design, energy efficiency and land-use planning
integrated with the building design process. These
innovative building practices also help you meet your
bottom line.
Let Us Help You.
Energy-efficient appliances, equipment and building
materials help homeowners save on utility bills
while enjoying a comfortable and healthier, energyefficient home.
Why It Pays To Exceed Building Standards
Designing energy efficiency into the homes you build
helps reduce greenhouse gas emissions, differentiates
your community, increases the comfort and indoor air
quality of your homes and helps decrease your buyers’
monthly utility bills.
17
The California Advanced Homes Program is funded by California utility customers and administered by Southern California Gas Company, San Diego Gas & Electric Company, Pacific Gas and Electric Company and
Southern California Edison® under the auspices of the California Public Utilities Commission. Program funds, including any funds utilized for rebates or incentives, will be allocated on a first-come, first-served basis
until such funds are no longer available. This program may be modified or terminated without prior notice. The selection, purchase, and ownership of goods and/or services are the sole responsibility of customer.
The utilities make no warranty, whether express or implied, including the warranty of merchantability or fitness for a particular purpose, of goods or services selected by customer. The utilities do not endorse,
qualify, or guarantee the work of any third party. Eligibility requirements apply; see the program conditions for details.
© 2017 Southern California Gas Company. Trademarks are property of their respective owners. All Rights Reserved.
N17J0017B 0617
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