2010 CAHP Powerpoint Presentation

Program Success from A to V
(Application to Verification)
for Energy Consultants and HERS Raters
California Advanced Homes Program
California Multi-Family New Homes
October 14, 2014
Pacific Gas and Electric Territory
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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 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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Agenda
1.
2.
3.
4.
Marketing and recruitment
Application
Plan review
Verification
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Marketing and Recruitment
Best Practices: how to create meaningful sales conversations
1. Understand and appeal to your prospect’s values
People do not buy what you do. They buy why you do it.
2. Be equipped with responses to common challenges
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Understand how energy inefficiency directly impacts the bottom line
Be familiar with common marketing concerns—what makes the
property stand out?
Appeal to green-minded qualities, desire to be the best or leaders in
new technologies and exceed code requirements
Make the case for comfort and durability, and maintenance and
operation benefits
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3. Take advantage of tool kit and resources
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Marketing Toolkit: Program Flyer
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Marketing Toolkit: Case Studies
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Marketing Toolkit: Application
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Marketing Toolkit: Incentive Structure
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Marketing Resources
1. Toolkit
2. Project portfolio
3. External networks: trade associations
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Building associations
Contractor associations
Property management or apartment associations
4. Selling Energy: Inspiring Ideas that Get More Projects
Approved, Mark Jewell
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Application
Best Practices
1. Submit entire application package as soon as possible to allow
time for review
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Refer to the application checklists to ensure you have all documents
Clearly label all documents (i.e. ProjectName_Application_MMDDYY)
Use highlighter or circle the exact model and efficiency of planned
installations on all specification sheets
2. Initiate plan review BEFORE starting HERS testing or hanging
drywall (projects cannot enter plan review if either process
has already started)
3. Share the project with or add TRC to the project team in the
appropriate registry (CalCERTS or CHEERS)
4. Maintain communication with your project team
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Application
Application Checklists
CMFNH
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CAHP
Calculate Your CAHP Score
Automatic: energy model outputs include Incentive Report
Manual: Use the Score and Incentive Tool (available on the cahp-pge.com
website>Program> CAHP Score & Incentive Tool)
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Calculate Your CMFNH Score
Automatic: energy model outputs include Incentive Report
Manual: Use the Score and Incentive Tool (available on the cmfnh.com
website>Money> CMFNH Score & Incentive Tool)
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Plan Review
Best Practices
– Communicate all model and plan updates to Plan Review team
– Ensure appropriate labeling of all model files and elements
– Ensure model square footage matches plan square footage
– Orientation modeled for custom homes needs to match the
provided site plan
– Highlight specification sheets (e.g., HVAC, glazing, DHW) to
show the specific models being used in the project
– Photovoltaic (PV) credit not allowed in CAHP/CMFNH to
improve compliance (NSHP allows PV credit in Tier I/II)
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Plan Review
Most Common Issues
– U-factor/solar heat gain coefficient values impact on
compliance
– Glazing areas in production homes: worst case scenario needs
to be modeled
– Water heater type and efficiency
– HVAC type and SEER/EER impact on compliance
– Thermal mass modeling: include mark-ups on plans
– Exterior shading: overhangs/fins
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Verification
Program Participation Flow
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Enrollment
TRC conducts plan
review, prior to
dry wall
PG&E reviews
project
enrollment
package
Upon approval,
Rater may begin
on-site
verification
Verification
Rater verifies
energy efficiency
measures
Rater completes
registry
certification
Rater confirms asbuilt Additional
Energy Features
Incentive
Submittal
Builder/developer
notifies TRC of
construction
completion
TRC submits
incentive request
to PG&E
Upon approval,
project team
receives
incentives
Verification
Best Practices
– Maintain communication with TRC
– Report construction delays and challenges obtaining certificates
from subcontractors
– Document all energy measures (i.e., photograph NFRC ratings)
Note: PG&E typically reviews project incentive requests within
three months. TRC will notify the project team after PG&E
approves the project.
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Verification
Common Issues
– HERS tests do not appear as complete in the registry
–
Check BEFORE the builder submits the incentive request form
– Lots assigned to incorrect or un-approved plan type
– Builder needs to sign incentive request forms
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Signature from application package coordinators or energy
consultants in place of builder is not adequate
CAHP Verification Considerations
– Submit batches of lots whenever possible
– Keep track of lot status (i.e., submitted, paid, rejected)
– Clearly specify plan type on Incentive Request Form (i.e., Plan 1
with Bay, Plan 1 with Bay SOLAR, Plan 1x)
– Refer to Plan Check Verification Summary Sheet for official plan
names
– For solar homes (NSHP Tier 2 and kW kicker)*:
– Complete CF-4R-PV in the registry, prior to requesting incentives
– Always indicate if lot is taking solar option (on IRF or via email)
– Submit GreenPoint Rated certificate for Green Home
Certification Kicker*
*The 2014 program replaces Kickers with bonus points
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Frequently Asked Questions: Verification
Why must I wait to begin verification until my project
successfully completes TRC plan review?
CAHP and CMFNH encourage project teams to pursue deeper energy
savings. Projects that have begun verification have likely reached a point
where it will be challenging to adjust their scopes of work.
What do I need to do to receive my incentive?
You can support developers and builders to request their incentives.
1. Notify builder when lots/projects are complete in registry
2. Encourage builder to contact TRC when lots/projects are complete
3. Submit correct documents on time
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•
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CAHP: Builder must submit Incentive Request Form (IRF)
CMFNH: Rater must submit Energy Measure Summary Sheet
Frequently Asked Questions: Verification
How can I best support my clients during the verification
process?
Your company can act of behalf of your builder clients to help gather,
maintain, and finalize completion documents. Let TRC know when you
expect to complete on site project verification and uploads, and
communicate with the client when the project will be ready to submit to
PG&E.
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Upcoming Events
We look forward to continuing the conversation!
November 5:
ENERGY STAR Certified Multi-Family High Rise Program Webinar
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Thank you!
CMFNH:
[email protected]
Sophia Hartkopf
Scott Kessler
Shannon Todd
CAHP:
[email protected]
Matthew Christie
Kevin Robison
Michelle Waffle-Otero
Deborah Hayman
a
(866) 352-7457

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