ESA CAM Contractor WebinarJune 19, 2019

Presenters:

Genevieve Resnick, TRC, Pipeline Manager

Matt Jones, TRC, Technical Lead

Anna Grimes, TRC, Outreach Associate

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Using GoToWebinar

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• Overview

• Eligibility

• Upgrade Measures

• Trade Ally Process

• Marketing Tools

• Lead Intake Process

• Next Steps

Agenda

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This offering is funded by California utility customers and administered by PG&E under the auspices of the California Public Utilities Commission.“PG&E” refers to Pacific Gas and Electric Company, a subsidiary of PG&E Corporation.

© 2019 Pacific Gas and Electric Company. All rights reserved.

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• Energy Savings Assistance: Common Area Measures (ESA CAM) offers incentives for 100% of the cost of qualifying energy efficiency upgrades to common area and/or central systems to owners of deed-restricted multifamily properties

• Provides no-cost on-site energy assessments, technical assistance, and benchmarking

What is ESA CAM?

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Eligibility Requirements

*Southern California Gas, Southern California Edison, and San Diego Gas and Electric have a similar

offering within their service territories. Contact the Single Point of Contact (SPOC) at

multifamily@trccompanies.com for a referral.6

Existing

Multifamily

• 5+ dwelling units

• Low or high rise

• Multiple duplex,

triplex or quadplex

on a single parcel

(case-by-case)

Deed

Restriction

• Must be held to

long term

affordability by

local, state, federal

agency

Income

Eligibility

• Minimum 2/3 of

residents meet

ESA income

requirements

(200% of federal

poverty level)

General

Requirements

• PG&E service*

• ESA In-Unit

coordination

• 10-project

maximum per owner

What is a Common Area?

• Hallways

• Stairwells

• Offices

• Laundry facilities

• Community rooms

• Community dining

• Garages and parking

• Outdoor recreation spaces

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Heating & CoolingBuilding EnvelopeAppliances & Plug

Loads

Domestic

Water HeatingLighting

Potential Upgrades

The measures covered by ESA CAM will be evaluated on a project-by-project basis following a site

audit. Properties must install measures from at least two unique measure categories below:

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Process

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Pre-Qualification

• Submit interest

form

• Sign property

owner affidavit

Qualification

• Sign application

• Arrange site visit

• Issue resident/site

staff notice

• Provide utility

account info

• Participate in

consultation call

• Select contractor

• Establish

construction

schedule

• Manage

construction

process

• Participate in mid-

construction call

• Provide completion

documents

• Detailed invoices

• Permit docs

• Arrange site

inspection (if

requested)

• Receive payment

• Confirm income

eligibility

• Confirm common

area opportunity

• Application review

• Perform on-site

audit and

benchmarking

• Coordinate with

ESA In-Unit

• Schedule

consultation call

• Review contractor

pricing

• Issue funding

reservation letter

• Issue notice to

proceed with

construction

• Mid-construction

call

• Review completion

documents

• Conduct field

verification

• Issue payment

Ow

ne

rE

SA

CA

M S

taff

Technical Assistance Provided

• Total funding available for incentives: $25 million

• Funds are available on a first come, first served basis

• All upgrades funded by ESA CAM must be completed by June 30, 2020

• Applicants are encouraged to apply by September 30, 2019 to allow sufficient time to complete all milestones

• Leveraging is encouraged (TCAC, LIWP, SOMAH, etc.)

Funding Availability

TCAC = Tax Credit Allocation Committee, who administers the Low Income Housing Tax Credit (LIHTC) program

LIWP = Low Income Weatherization Program, administered by the California Community Services Dept. (CSD)

SOMAH = Solar on Multifamily Affordable Housing, administered by the California Public Utilities Commission10

Timeline

Applications will be accepted until

September 30, 2019.

Applicable energy upgrades must be completed by June 30, 2020.

Any project applying for funding will be held to additional progress

deadlines, as outlined in the ESA CAM handbook.

Funds are available on a first come, first served basis.11

• Contractors are encouraged to enroll in PG&E’s Trade Professional

Alliance if:

– Project incentive is directed to contractor listed on ESA CAM application

– Contractor company wishes to be listed on program website

• Owner selects and hires contractors directly for energy efficiency

upgrades

– If contractor identifies project, owner engagement is required to enroll project

– Owner shall select the contractor they wish to work with (this may not be the

contractor who brought the offering to their attention)

– Owner is responsible for confirming contractor insurance and licensing

requirements

Trade Professional Contractor Requirements

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Trade Professional Enrollment

• To enroll in PG&E’s Trade Professional Alliance, follow these steps:

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Apply on PG&E’s website

(select ESA CAM from listed offerings)

Complete online PG&E training and

sign agreement

Complete PG&E Trade

Pro quiz

Receive verification from PG&E

• Trade allies will be listed on the PG&E and ESA CAM websites once verified

Please email ESA CAM Staff at multifamily@TRCcompanies.com to begin the enrollment process.

Contractor Tools

• Contractors have access to an ESA CAM toolkit by request,

including:

– ESA CAM talking points

– Lead hand-off process

– Informational flyer

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Contractor Lead Intake Process

• In order to submit a project, please be prepared to provide the following,

potentially in a spreadsheet:

– PDF/spreadsheet: work with owner to provide regulatory agreement, and if needed,

income level data (please note that we will almost always need this in the Bay Area)

– Developer name, contact information for the owner/owner rep on their team

– Number of buildings and units on site

– Potential scope of work/common areas on site and central systems

– Year built

• Email information to multifamily@TRCcompanies.com

– Subject line: ESA CAM New Project – [Developer Name]

– If compiling multiple projects at once, please use provided spreadsheet

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Next Steps

• Complete GoToWebinar survey following today’s webinar

• Visit www.esacommonarea.com for additional information

• Contact us with any questions or to begin the PG&E Trade Pro

enrollment process: multifamily@TRCcompanies.com

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Program Layering and Multifamily Assistance

EMAIL: multifamily@TRCcompanies.com

CALL: 1-866-352-7457

VISIT: www.pgemultifamily.com17