Multifamily Upgrade Program
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1 Multifamily Upgrade Program Mike Maroney, Program Manager, TRC January 26, 2016 PG&E refers to the Pacific Gas and Electric Company, a subsidiary of PG&E Corporation Pacific Gas and Electric Company. All rights reserved.
2 Using GoToWebinar Minimize or expand the pane View Attendee List Choose audio mode Type Questions Multifamily Upgrade Program Overview 2
3 Agenda Overview and incentives Program process Rater/contractor qualifications Quality assurance and control Combustion appliance testing Contact information
4 Disclaimer Funding is limited. This offering shall at all times be subject to change or termination without prior notice. This offering is funded by California utility customers and administered by Pacific Gas and Electric Company under the auspices of the California Public Utility Commission. Multifamily Upgrade Program Overview 4
5 Program Overview 2015 Results 5
6 Program Overview Multifamily whole-building retrofit program Modeled savings over existing conditions In-unit and common area Using qualified partners Multifamily Upgrade Program Overview 6
7 Participation Benefits Multifamily Upgrade Program Overview 7
8 Participation Benefits Multifamily Upgrade Program Overview 8
9 Goals and Timeline Goal: retrofit 2,000 dwelling units Timeline: January 2016 to November 2016 If successful, PG&E anticipates continued funding in 2017 Retrofits completed Expected 2017 launch Property assessments conducted Owner program applications submittal period Q Q Q Q Q Q Multifamily Upgrade Program Overview 9
10 Eligibility Multifamily property 5 or more attached Affordable and market rate High-rise and low-rise Existing construction Minimum 10% savings Modeled energy savings over existing conditions Gas or electric service from PG&E If PG&E service is only gas OR electric, contact TRC for customized incentive calculation Multifamily Upgrade Program Overview 10
11 Eligible Upgrades Pick at least 2 measure categories Multifamily Upgrade Program Overview 11
12 Upgrade Incentive Minimum $600/unit, maximum $2,250/unit Based on modeled energy savings Paid at completion Tier Tier 1 Tier 2 Energy Savings* percent percent Incentives $600/unit base incentive $25/unit per percent improvement up to 24% $950/unit base incentive $50/unit per percent improvement up to 50% Multifamily Upgrade Program Overview 12
13 Assessment Incentive Paid at completion to owner Offset a portion of Rater services cost of performing field assessment, modeling and verification Owner may choose to sign incentive over to Rater Capped at $25,000 (i.e. 250 units) $25 per unit bonus available to projects achieving 25 percent or greater savings Multifamily Upgrade Program Overview 13
14 Program Process Program Orientation Webinar
15 Program Process Multifamily Upgrade Program Overview 15
16 1. Interest Form Interest form: Basic project information Planned upgrades Projected upgrade installation timeframe Pre-enrollment meeting: Confirms eligibility and savings potential Simple, self-reported evaluation of property existing conditions Download at: Multifamily Upgrade Program Overview 16
17 2. Hire a Rater and Contractor Select project team: Property owner hires Partner Rater and Partner Contractor(s) Multifamily Upgrade Program Overview 17
18 3. Program Agreement Complete program application: Sign and submit Agree to program policies including addressing combustion appliance safety Multifamily Upgrade Program Overview 18
19 4. Site Visit Energy assessment Aligned with tax credit (TCAC) requirements Combustion safety testing (CAS) Building energy simulation Using approved software (EnergyPro version 5) Scope of work development Optional program mentoring Multifamily Upgrade Program Overview 19
20 5. Reserve Incentive Partner Rater submits test-in package: EnergyPro model for each building ECON2 for each building Data collection forms, take-offs, and photos of existing conditions Comprehensive assessment report Construction schedule Letter of reservation: Notice to proceed with installations Outline approved upgrade specifications Multifamily Upgrade Program Overview 20
21 Verification Rater verifies upgrade installation: Energy efficiency measures Combustion appliance safety corrective actions Rater submits test-out package: Project verification form, confirming scope Test-out CAS and test results Permits and client-signed contracts Energy model files and ECON2s (noting any changes) Install upgrade to manufacturers specifications, using Partner Contractor(s) Multifamily Upgrade Program Overview 21
22 Payment Complete all upgrades by November 15, 2016 Completion letter: Issued after confirmation of upgrades and CAS requirements Incentive paid to any of the approved parties: Owner, Rater, Contractor Multifamily Upgrade Program Overview 22
23 Project Team Certifications Program Orientation Webinar
24 Rater Qualifications Scope of Work Energy Modeling and Utility Data Analysis Whole Building Assessment, Recommendations, and Verification Combustion Appliance Safety (CAS) Low-Rise (All projects) CA HERS Whole House Rater (HERS II) OR RESNET Rater OR Certified Energy Analyst (CEA) CA HERS Whole House Rater (HERS II) OR RESNET Rater OR BPI Multifamily Building Analyst OR GreenPoint Rater Existing Home Multifamily BPI Building Analyst or Envelope Professional Additional High-Rise Requirements Previous multifamily program participation BPI Multifamily Building Analyst BPI Multifamily Building Analyst Multifamily Upgrade Program Partner Orientation 24
25 Contractor Qualifications Scope of Work Required Recommended Structural Evaluation CSLB A General Engineering License Licensed engineer General Contracting CSLB B General Building Contractor BPI Multifamily Building Analyst Specialty Trade CSLB C Specialty Contractor BPI Multifamily Building Analyst Multifamily Upgrade Program Partner Orientation 25
26 Combustion Safety Testing Rater required to perform a combustion appliance safety testing: Identify any health and safety issues Based on Building Performance Institute (BPI) standards Owner agrees to address: Combustion appliance safety (CAS) issues Health and safety issues identified Multifamily Upgrade Program Overview 26
27 Program Resources Project case studies: Participant handbook: Multifamily Upgrade Program Overview 27
28 Contact Information Multifamily Upgrade Program Toll Free: Website: Program Manager: Sophia Hartkopf Technical Manager: Michael Maroney Project Coordinator: Shannon Todd Multifamily Upgrade Program Overview 28
29 Thank you! Multifamily Upgrade Program Overview 29
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