California Code of Regulations › Title 4 - Business Regulations › Division 13 - California Alternative Energy and Advanced Transportation Financing Authority › Article 3 - Clean Energy Upgrade Financing Program › Section 10051 - Quality Assurance Standards

Current through Register 2024 Notice Reg. No. 28, July 12, 2024
(a) All
				Eligible Improvements financed by the Program must meet applicable quality
				assurance standards as outlined in this Section.
(1) Pre-Project Assessment. A Pre-Project
				Assessment is required to assist in identifying appropriate and comprehensive
				energy efficiency retrofits and operational improvements. The cost of the
				Pre-Project Assessment may be included as part of the total cost of the
				Eligible Improvements.
(2)
				Post-Project Assessment. The Eligible Improvements shall be evaluated by a
				Post-Project Assessment. The cost of the Post-Project Assessment may be
				included as part of the total cost of the Eligible Improvements.
(A) Except as set forth in subparagraph (B)
				or (C), the Post-Project Assessment must be conducted by an Independent
				Third-Party Inspector who is a HERS Whole House Rater, a BPI Building Analyst
				or BPI Energy Auditor in accordance with the BPI Building Analyst Professional
				Standard or BPI Home Energy Auditing Standard.
(B) Where the Eligible Improvements are
				completed on behalf of a Borrower participating in a CPUC-approved residential
				whole-house energy efficiency retrofit program, the Post-Project Assessment
				must be conducted in accordance with that program's quality assurance
				protocols.
(C) Where the Eligible
				Improvements are completed on behalf of a Borrower participating in a
				residential whole-house energy efficiency retrofit program operated by a
				utility that is not subject to approval by the California Public Utilities
				Commission, the Post-Project Assessment must be conducted in accordance with
				the quality assurance protocols established under the Home Performance with
				ENERGY STAR joint program of the U.S. Environmental Protection Agency and the
				U.S. Department of Energy.
(3) Distributed generation renewable energy
				sources final approval. If the Eligible Improvements include distributed
				generation renewable energy sources, a copy of the letter permitting the
				interconnection of each distributed generation renewable energy source from the
				utility servicing the Eligible Property shall be required. If the project does
				not include energy efficiency improvements because the loading order
				requirement has been met through Section
				10051(a)(4)(A)(2) or
				(3), the foregoing letter(s) permitting
				interconnection shall be in lieu of the Post-Project Assessment.
(4) Loading order. Any project involving
				distributed generation renewable energy sources must be part of a single
				Qualified Loan in which the energy efficiency improvements achieve a minimum
				ten percent (10%) reduction in total property energy use.
(A) Compliance with the loading order can be
				established in one of three ways:
1.
				Installation of recommended Eligible Improvements necessary to achieve a
				minimum ten percent (10%) improvement over the pre-project baseline, as
				demonstrated by the Post-Project Assessment required pursuant to subsection
				(a)(2) above.
2. Installation of
				recommended Eligible Improvements as set forth in Section
				10050(d)(2).
3. Demonstrating a HERS Index Home Energy
				Rating score of 85 or lower provided air sealing, attic insulation, duct test
				and seal or replacement, and insulation of domestic hot water or replacement
				have all been installed if recommended by the Pre-Project
				Assessment.