2013 California Advanced Homes Program – CAHP Page 1 of 2

CAHP 2013 – Project Adjustment Process Checklist

This checklist serves as a guide to the Project Adjustment process. We highly recommend you use this sheet while filling out the adjustment application form in order to avoid any processing issues that could delay your adjustment requests. Please feel free to contact a California Advanced Homes Program (CAHP) Program Assistant (cahp@trcsolutions.com) at any time if you should have any questions or require assistance.

The builder must fill out and submit the adjustment application whenever there are changes to the following:

Incentive Kickers are being removed Projects wish to add lots or remove lots New plan types need to be added to an already approved project Adjustments to existing plans were made after the project was approved and they need to be re-

submitted for approval. (ANY changes that impact energy use, big or small, should be submitted to us for approval before construction begins.)

CAHP enrolled projects may only receive incentives for approved plan types. In the course of construction, it is common to introduce added plans, or adjust existing plans. Both scenarios require program approval before incentive payments can be made. Adjusted or added plans may be lot-specific, apply to all future uses of a given plan, or be universal to all plans in the project.

What is an added plan?

Completely new plan type in the community

New options on an existing plan type that alters the conditioned floor area

Significant and systematic changes to the energy measures of an existing plan type (i.e. changing from fiberglass to spray foam insulation or completely altered HVAC systems)

Added plans must be applied for and approved before construction may proceed beyond the drywall stage and before any HERS tests are performed. What is an adjusted plan? The need for an adjusted plan is often triggered by a mid-construction situation (such as a failed HERS test). Plan adjustments must be submitted for approval before an Incentive Request Form (IRF) is submitted for those lots. However the pre-drywall and HERS test eligibility limit is not enforced for adjusted plans. Examples of when an added or adjusted plan may be necessary:

Changes to energy measures of an existing plan type (envelope, equipment, HERS tests)

Changes to the equipment’s efficiency specifications (AFUE, SEER, EER, EF, Energy Factor, etc.)

Changes to the HERS tests of an existing plan

Customized design adjustment to respond to a home-buyers request

A called-for HERS tests failed, or was never performed

Equipment procurement specifications changed mid-project

New product lines introduced to increase sales

Product lines from a different development being used

As-Built adjustments for custom homes

The HERS rater is unable to ethically verify that the energy features detailed on the plan model were installed

(window specs, equipment efficiencies, special features such as cool roof, radiant barrier or thermal mass, etc.)

2013 California Advanced Homes Program – CAHP Page 2 of 2

CAHP 2013 – Project Adjustment Process Checklist

What do I need to submit?

CAHP Adjustment Application form

Information needs to be filled out on the application ENTIRELY. This includes:

o Basic project information such as builder name, project name and project address. You can

refer to your accepted agreement sent to you in your acceptance package. If you need another

copy of this document, please contact a CAHP Program Assistant and it can be re-sent to you

via email.

o All possible adjustments are listed on the form. For clarification purposes, be sure to check

“no” on the changes you are not making rather than leaving it blank. For plan adjustments,

enter adjustment specifics in the details box.

o Complete a new Utility Incentive Summary Sheet for ALL Plan additions and adjustments

o Be sure to have the project contact sign the adjustment application. You may do this using

either an electronic signature set up through Adobe or a wet signature. By signing the form

you are certifying that you have: completed all information accurately and entirely and have

supplied al the proper adjustment documentation listed below:

New and/or adjusted Title 24 documents

(preferably created using already approved plan files as a base, when applicable)

o CF-1R signed by a CEPE

o ACR or Util-1R form

o Performance simulation file (MP8 or BLD)

Plan sets for all new plans being added to the project

Specification sheets for any revised or added plans with new equipment

Submit to HMG via E-mail: cahp@trcsolutions.com

or Fax: (916) 962-0101

or Mail: California Advanced Homes Program (CAHP), TRC

11211 Gold Country Blvd. #103, Gold River, CA 95670

2013 California Advanced Homes Program (CAHP) Single-Family Project Adjustment Form for

Projects in Pacific Gas & Electric Service Territory

The purpose of this application is to request a modification to the terms of an approved California Advanced Homes Program application. Please fill out the entire form in order to have your request processed. Be aware that some adjustments may result in a change to the incentive amount. Lots that use added or adjusted plan types may not be eligible for incentives if the plans are not CAHP approved. Please consult the adjustment checklist document for detailed rules regarding eligibility and additional items that may also need to be submitted with this application form.

APPLICANT/PAYEE INFORMATION

Applicant/Builder Name

Project Contact Contact Telephone

Contact Fax # Contact Email

PROJECT INFORMATION Project Name Climate Zone

Project Address/Location Project City/Zip

HMG ID # PGE Application #

Permitting Agency Permit Date

Start Date Est. Completion Date

HERS Registry HERS Company

HERS Rater HERS Address

HERS Rater Email HERS Rater Telephone

PROJECT TYPE Are you participating in the New Solar Homes Partnership? Yes No

What utility is providing electricity to the project? PG&E Southern California Edison SDG&E Other:

What utility is providing natural gas to the project? PG&E Southern California Gas Co. SDG&E Other:

Is a company providing propane to the project? Yes No If yes, list company:

New Total Number of Lots in Project: New Total Number of Plan Types in Project:

ADJUSTMENTS

KICKER INCENTIVE ADJUSTMENTS Is your project adding/dropping kickers? Yes No

Initially the following kickers were applied for: 2013 Code Preparation Bonus NSHP Tier II Bonus

As per this adjustment, we wish to have the following kickers applied to this project: 2013 Code Preparation Bonus NSHP Tier II Bonus

PROJECT LOT TOTAL ADJUSTMENT Is your project adding/removing lots? Yes No

Initially____ lots were included. As per this adjustment, ____ lots will be the new total.

PROJECT PLANS ADJUSTMENT *If yes the utility calculation worksheet must also be completed Is your project adding/adjusting plans? Yes* No

Initially____ plan types were applied for. As per this adjustment, ____additional plan type(s) will be added. This will bring the total amount of plans associated with this project to ____.

PROJECT PLANS ADJUSTMENT cont. Adjusted or lot specific plans will require explanation in the “Adjustment Details” area

Plan Name Adjusted or Added Plan? If adjusted does this apply to all lots or only specific lots? (If specific, please list lot numbers)

PROJECT PLAN ADJUSTMENT DETAILS *If a significant number of changes occurred or an entirely new energy file was

created, please state “Full Review” below to automatically trigger a full plan review

Plan Name Description of Changes (Explain exactly what is changing and why those changes are happening)

NOTE: Adjustments may result in an incentive revision, a plan addition (lot-specific or general), OR a HERS Registry CF-1R change only. Builder Information: Utility Use Only

Builder Rep. Print Name:

Date Rec’d:

Signature: Date: Agreement Adjusted: