California Multi-Family New Homes A Third-Party Program of the Pacific Gas and Electric Company (PG&E) The Energy Consultant and HERS Rater Key Roles on Your Design Team June 19, 2012
Using GoToWebinar 2 Minimize or expand the pane View Attendee List Choose audio mode Type Questions Questions will be taken at the end, in the order received
Sponsored by PG&E 3 PG&E refers to Pacific Gas and Electric Company, a subsidiary of PG&E Corporation. 2010 Pacific Gas and Electric Company. All rights reserved. October
4 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 5 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 6 Participant provides HMG with: Completed application Title 24 documentation Architectural plan-set (+MEP) Service territory verification W9 Form Feedback Survey 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 7 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 8 Toll Free: 866-352-7457 Email: cmfnh@h-m-g.com Website: www.h-m-g.com/multifamily Senior 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 Program Associate: Lauren Moreno, moreno@h-m-g.com
9 The Energy Consultant and HERS Rater Key Roles on Your Design Team
10 Agenda Webinar Overview and Introduction Developer perspective T Tran, ROEM Energy consultant perspective Sharon Block, Bright Green Strategies HERS rater perspective Pete Kennedy, Bright Green Strategies Summary - Value of Energy Consultants and HERS Raters Keith Sage, HMG General discussion
The Developer - T Tran (ROEM) 11
AFFORDABILITY AT ITS BEST 1 st and Rosemary Family Housing Affordable Housing Development CMFNH Webinar June 19, 2012 The Energy Consultant and HERS Rater Key Roles on Your Design Team www.roemcorp.com
Outline Introduction About ROEM Project Team Project Summary Project Site Goals / Objectives Discussion Points www.roemcorp.com
Introduction About ROEM Santa Clara based affordable housing developer and general contractor vertically integrated +/- 2,000 Affordable Housing Units Completed to date +/- 500 Affordable Units Under Construction throughout California Nationally Ranked #21 by Affordable Housing Finance Magazine of Top Affordable Housing Developers of 2010 Full Service Developer / Contractor Land Acquisition and Entitlements Finance ROEM s Mission At ROEM, we are dedicated to the development, construction, and management of high quality housing for everyone. It is our ongoing commitment to form long-lasting partnerships that provide complete solutions to complicated housing needs and allow us to aggressively seek opportunities which expand our market reach while positively impacting the communities we serve. Construction Management and General Contracting Long Term Asset Management Resident Services Programs www.roemcorp.com
Introduction (continued) Project Team Local and Regional Experienced, Award-Wining Firms Architect of Record Architects Orange Engineer of Record BKF Engineers Mechanical/Plumbing TAD Consulting TAD CONSULTING, INC. MEPS SOLUTIONS SIMPLIFIED Title 24 Bright Green Strategies www.roemcorp.com
Project Summary Project Site Located North 1 st St. & Rosemary St. Along VTA Light Rail Transit Adjacent to I-880 Two-Phase Project Approximately 4 acres total Family ~ 2.98 acres Senior ~ 1.06 acres www.roemcorp.com
Project Summary Goals and Objectives High Quality Development Family 184 units wrap garage Senior 106 units podium Courtyard Open Spaces Lush Landscaping 4 Story Height Sustainability (LEED Silver) Solar Thermal (exploring) www.roemcorp.com
Discussion Points Process Which came first? HMG or Energy Consultant Selecting Project Team Key Characteristics Green Rater / HERS Rater Timing Design Charette Objective CMFNH Program Lesson Learned www.roemcorp.com
19 The Energy Consultant Sharon Block Bright Green Strategies
The Energy Consultant and HERS Rater Key Roles on Your Design Team
Pros & Cons of incentive programs Not perceived as being worth the effort Bad experience with the process Design Charrette Promote teamwork as you work through the design, saves the developer $ Meet regularly through out the design process Incentives help the energy consultant model energy use early and often
Integrated Design & Planning Setting Goals and Priorities It may seem obvious but overlooked Problem: Energy modeling is looked at as something you have to do for energy compliance. Not as a tool for design decision making. To achieve Integrated design, you have to use energy modeling to assess different design scenarios. Assess cost-effectiveness of design strategies
Goals & Priorities Zero Net Energy? LEED Certification? Passive House Standard? Utility High Rebates? Building Performance? Integration? Daylighting Passive Solar?? Tax Credit Allocation Committee?
Typical Design Process Linear No interaction between construction team and design team Schematic Design Construction Documents Design Development
Recognize that each aspect of the building design & performance influences the other Building Envelope People Mechanical Systems Plug loads Windows Water Heating Lighting Cooling/ Ventilation
Integrated Design Process Who should be involved? Owner/developer Structural Architect Mechanical Engineer Renewable Energy General Contractor Landscape Energy Consultant
Your Energy Consultant Choose a good one Experience matters Mindset matters Knows how to collaborate Acts as a member of the design team Needs to understand ALL the design opportunities for optimized energy analysis
Getting to 15% above Code Must use Whole Building Performance method not Prescriptive Proposed building uses at least 15% less TDV energy than the Standard design, excluding exterior & interior lighting, process and receptacle loads Interior lighting and receptacle loads are fixed values in both the Standard Design and Proposed building; so it should not be counted in the % better calculation
Getting to 15%
Parametric Analysis Percent Performance Better Than Title-24 2008 Block 5 Electric Resistance Fan Coil Hydronic Baseboard Split System Heat Pump Baseline 7.4% 8.4% 11.7% Energy Efficiency Measure(s) EEM 30% Solar thermal to DHW 9.3% 10.3% 13.6% Duct leakage verification on unit systems 10.3% n/a 14.6% R-5 rigid on walls 10.6% - - R-20 rigid on roof 10.9% 10.6% 14.7% SHGC=0.18 on all fenestration 13.3% 13.2% 16.5% 90% Efficiency for HHW Boiler n/a 13.3% n/a 15.4% 15.4% 19.1% Baseline assumptions Roof Floor Slab on Grade Exterior Wall (below podium) Exterior Wall (above podium) Corridor Wall (below podium) Corridor Wall (above podium) Fenestration (below podium) Fenestration (above podium) 2x10 wood framed rafter, 16" OC, R-30 batt, CRRC-1 Certified, Overall Uvalue=0.036 2x6 wood framed w/o crawl space, 16" OC, R-11 batt, Overall Uvalue=0.071 Unheated slab on grade, no insulation, Overall Uvalue=0.73 2x6 metal framed, 16" OC, R-19 batt, Overall Uvalue=0.183 2x6 wood framed, 16" OC, R-19 batt, Overall Uvalue=0.074 2x4 metal framed, 16" OC, R-15 batt, Overall Uvalue=0.211 2x4 wood framed, 16" OC, R-15 batt, Overall Uvalue=0.095 Metal frame w/o thermal break, Uvalue=0.3cog, SHGC=0.3cog Metal frame w/o thermal break, Uvalue=0.3cog, SHGC=0.3cog Notes: EEMs are cascading
31 The HERS Rater Pete Kennedy Bright Green Strategies
The Value of HERS to the Owner: Third Party: We re working for you and you alone. We catch things that are missed. Fees offset entirely by CMFNH Rebates (if you build high performing buildings) Quality and Accountability. Long Term Energy Efficiency.
What is HERS? Definition: Home Energy Rating System In plain English: Making sure you re getting the building you paid for. Site Performance Tests & Verification Looking at your building s energy features as an integrated system and making sure your building performs as expected down the road.
Case Study: Affordable Multi-Family Quality Developer, Builder and Mechanical Subcontractor 32 Unit Project, Quality Insulation Inspection, Tight Ducts Testing, Ducts In Conditioned Space.
On Site: Insulation Verification: Windows and Doors U-Value and SHGC (Solar Heat Gain Coefficient):
Performance Testing: Rough Duct Tightness Testing Ducts are passing, 4% max leakage. Things can get messy in the field!
On Site: Back for Final Testing, furnaces have been installed. We did a spot check, and the ducts aren t passing! Why?
Solving Problems: Building spaces were being used as a plenum under the Furnace Units: This is prohibited by the Building Code. We reported to the installing sub and the General Contractor, and return ducts were added:
Successful Project: The builder and the subcontractor ended up thanking us for the catch. Buildings use 17-36% less energy than a code built building. The residents will be breathing filtered return air rather than dirty air pulled through a drywall cavity. GreenPoint Rated Multi-Family:189 Points (current high score is 212) Our services (HERS and GPR), were completely offset by the CMFNH rebate program with zero additional construction costs.
Rebates: This project received $11,373 in CMFNH Rebate Dollars, as well as $130,000+ in Solar PV and Solar Thermal Rebates.
Conclusion: A better building, with cost positive performance testing and green Building rating. A Happy Builder at the end of the day!
www.brightgreenstrategies.com (831) 454-9956
43 The Program Implementer Keith Sage HMG (PG&E)
Key Program Questions 44 Need the application package? Who s the energy consultant? Who s the HERS rater? Critical to the cost-effectiveness of energy efficiency measures to have energy consultant and HERS rater during design stage
Energy Consultant 45 Provide input on energy codes Provide insight on cost-effectiveness options Help project maximize energy efficiency program incentive
Energy Consultant 46 What to look for when hiring an energy consultant Provide him/her with the energy efficiency goals Provide information about any additional incentive or green programs you re participating in Ask questions Do they have experience with your type of building? What kind of energy modeling has he/she done for the current standards? What certifications to they possess?
HERS Rater 47 Involve in design stage Can inform feasibility of HERS measure incorporation Can inform ability of project to reasonably pass HERS tests Can inform cost-effectiveness of HERS measures for your specific project Allows for more accurate bid Can help with communicating with installation contractors Ensures measures installed correctly and functioning properly
HERS Rater 48 Before hiring, ask them Do they have experience with your type of building? What certifications do they possess? Residential Nonresidential LEED GreenPoint Rated Etc What kind of HERS verifications have they done in the past for current code? Verify that CalCERTS is their HERS provider (at least for now)
HERS Rater 49 Role of verification in energy efficiency incentive programs Must check energy efficiency measures in addition to the HERS measures Can keep project in program compliance Can significantly increase incentive Can certainly decrease incentive if not verified accurately
50 Questions? Tung Tran 408-984-5600 Ttran@roemcorp.com California Multi-Family New Homes 866.352.7457 cmfnh@h-m-g.com Sharon Block 510-863-1109 Sharon@brightgreenstrategies.com Pete Kennedy 831-454-9956 Pete@Brightgreenstrategies.com Keith Sage 916-962-7001 Sage@H-M-G.COM