Energy Efficiency Requirements

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Existing Residential and Non-Residential Buildings
An energy audit is required for all existing residential and non-residential buildings to be eligible for a PV Incentive. Acceptable audit protocols consist of an onsite audit provided by IID.

The Energy Efficiency Disclosure Form is provided by IID that must be signed and completed by the Host Customer.

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Residential Energy Efficiency Disclosure Form [PDF]

Non-residential Energy Efficiency Disclosure Form [PDF]

Existing Non-Residential Buildings with Conditioned Floor Area of 100,000 Square Feet or Larger Applying for an EPBI

In addition to the Energy Efficiency Audit Form and Energy Efficiency Disclosure Form, the energy use intensity (EUI) shall be bench marked using Portfolio Manager or the equivalent for existing non-residential buildings with conditioned floor area of 100,000 square feet or larger. The two bench marking options can be accessed on:  http://www.energystar.gov/buildings/facility-owners-and-managers/existing-buildings/use-portfolio-manager.  

Exemptions for Existing Residential Building

For an existing home, an energy efficiency audit is not required if it meets one of the following circumstances (copy of document must be submitted):

  • Having an acceptable energy audit report during the past three years. Examples: Audit report summary from IID, home inspection report from an independent vendor/consultant, Home Energy Rating Summary (HERS) from a certified HERS rater 
  • Proof of Title 24 energy efficiency compliance (within last three years)

Exemptions for Existing Non-Residential Buildings
For an existing non-residential building, the energy efficiency requirements need not be met for the following:

  • Energy Efficiency is not required to be addressed when solar energy systems are not serving electricity to a building
  • The energy audit is not required for buildings that have complied with Title 24 requirements for newly constructed buildings during the last 12 months prior to applying for the solar energy incentive

New Solar Homes Partnership Energy Efficiency Requirements

Buildings must comply with the 2008 Building Energy Efficiency Standards (2008 Standards) or the 2013 Standards, depending on which update of the Building Energy Efficiency Standards were in effect on the date of application for the building permit. Buildings that comply with the 2013 Standards are required to meet one of the following three tiers of energy efficiency:

  • Code‐Compliant: The building must comply with the 2013 Standards prior to claiming the solar compliance credit for the 2013 Standards.
  • Tier I: For residential buildings, a total compliance margin of 15 percent better than standard as indicated on the CF‐1R. For qualifying nonresidential buildings, a total compliance margin of 10 percent better than standard as indicated on the Performance Certificate of Compliance (PERF‐1).
  • Tier II: For residential buildings, a total compliance margin of 30 percent better than standard as indicated on the CF‐1R and a space‐cooling compliance margin of at least 30 percent better than standard. For qualifying nonresidential buildings, a total compliance margin of 15 percent better than standard as indicated on the PERF‐1 and a space‐cooling compliance margin of at least 15 percent better than standard.

Buildings that comply with the 2008 Standards are required to meet one of the following two tiers of energy efficiency:

  • Tier I: For residential buildings, a total compliance margin of 15 percent better than standard as indicated on theCF‐1R. For qualifying nonresidential buildings, a total compliance margin of 15 percent better than standard as indicated on the PERF‐1.
  • Tier II: For residential buildings, a total compliance margin of 30 percent better than standard as indicated on the CF‐1R and a space‐cooling compliance margin of at least 30 percent better than standard. For qualifying nonresidential buildings, a total compliance margin of 30 percent better than standard as indicated on the PERF‐1 and a space‐cooling compliance margin of at least 30 percent better than standard.

The Tier I level is a minimum condition of participation. Tier II is the preferred level that builders are encouraged to meet. For either Tier I or II, any equipment or appliance provided by the builder shall be ENERGY STAR‐labeled if this designation is applicable to that equipment or appliance. Compliance documents used to demonstrate Title 24 compliance, including the PERF‐1 form and accompanying supporting forms, shall be provided as proof of attainment of the Tier I or Tier II levels. Compliance documents shall be completed by persons who are Certified Energy Plan Examiners (CEPE) by the California Association of Building Energy Consultants (CABEC).

For non‐residential buildings that are constructed in phases with the shell built first and further energy systems installed in later phases as tenant improvements, an agreement shall be made between the building owner and the tenant. This agreement shall obligate future tenant improvements to install lighting, HVAC and water heating equipment necessary to meet the overall building tier level that was committed to by the building owner. A copy of the agreement shall be included with the Reservation Form. If the Title 24 documentation is modified during the application process, the new documentation must be re‐submitted to the IID prior to incentive payment.

 *Compliance documents used to demonstrate Title 24 compliance, including the PERF-1 form and accompanying supporting forms, shall be provided as proof of attainment of efficiency level. Compliance documents shall be completed by persons who are Certified Energy Plan Examiners by the California Association of Building Energy Consultants.

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