California Tax Credit Allocation Committee

2013 Sustainable Building Method and Minimum Construction Standards for Energy Efficiency

Sustainable Building Methods and Minimum Construction Standards

The Sustainable Building Method and Energy Efficiency Requirements Workbook is a tool to assist energy consultants and project development team members in preparing and implementing the California Tax Credit Allocation Committee's (TCAC’s) sustainable building method (SBM) point scoring requirements, as well as minimum construction standards related to energy efficiency and CALGreen compliance. The workbook guidance primarily addresses 9% SBM point scoring requirements, but the workbook is also intended for use by 4% applicants fulfilling the requirements of TCAC minimum construction standards.  Use and submission of the workbook is a requirement for all applicants and owners.

The first sheet of the workbook labeled Instructions contains general instructions for completing the workbook. The second sheet, Application Phase, is to be completed and submitted with all tax credit applications. The upper section of this sheet (approximately through row 18), once completed will provide guidance and instructions specific to the project construction type. The third sheet, Placed in Service Phase, is similar to the second sheet. CALGreen Checklist is intended to clarify (at the application stage) what will need to be verified and to be used as a checklist by the Home Energy Rating System (HERS) or GreenPoint Rater at placed-in-service. Doc & Ver for Scoring includes tables outlining the software and document submission requirements for application and placed-in-service compliance verification. This sheet compiles requirements contained in the Application Phase and Placed in Service Phase spreadsheets. Rehab Verification Quals Final provides professional qualification requirements for rehabilitation project energy consultants. NC Verification Quals provides professional qualification requirements for new construction project energy consultants.

All applicants must include all required Application Phase documentation with their tax credit application.  Owners are expected to comply with the workbook directions during project construction/rehabilitation and to include the appropriate documentation when submitting placed in service packages.  The tables below will be periodically updated, and project team members are expected to comply with the standards in effect at the time of the tax credit reservation. TCAC staff will send email notifications when updating this webpage. If you would like to be informed of updates, please subscribe to our mailing list.