BILL ANALYSIS                                                                                                                                                                                                    Ó



          SENATE COMMITTEE ON ENERGY, UTILITIES AND COMMUNICATIONS
                              Senator Ben Hueso, Chair
                                2015 - 2016  Regular 

          Bill No:          SB 1414           Hearing Date:    4/19/2016
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          |Author:    |Wolk                                                 |
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          |Version:   |4/12/2016    As Amended                              |
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          |Urgency:   |No                     |Fiscal:      |Yes             |
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          |Consultant:|Jay Dickenson                                        |
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          SUBJECT: Energy

            DIGEST:    This bill directs the California Energy Commission  
          (CEC) to develop a system to track central heating and air  
          cooling equipment sales and installations to verify compliance  
          with permitting and other requirements.  This bill also  
          prohibits an investor-owned utility (IOU) from paying out a  
          rebate or incentive for energy efficiency upgrades unless the  
          recipient proves closure of regulatory permitting and compliance  
          with any requirements of the state's building standards for  
          energy efficiency.

          ANALYSIS:
          
          Existing law:
          
          1)Authorizes the State Building Standards Commission to review  
            and approve building construction standards proposed by state  
            agencies, resolve conflict, duplication, and overlap in  
            construction standards, and ensure highly consistent  
            construction standards among state and local jurisdictions.   
            (Health and Safety Code §18930)

          2)Requires the CEC to adopt energy efficiency regulations  
            applicable to new construction and remodeling of residential  
            and commercial buildings.  (Public Resources Code  
            §25402(b)(1))

          3)Establishes within the Department of Consumer Affairs the  
            Contractors State License Board (CSLB) and requires the CSLB  
            to license and regulate California's construction contractors,  








          SB 1414 (Wolk)                                         PageB of?
          
            investigate complaints against licensed and unlicensed  
            contractors, issue citations, suspend or revoke licenses, and  
            seek administrative, criminal, and civil sanctions against  
            violators.  (Business and Professions Code §7000)

          4)Specifies construction work for which a contractor or building  
            owner is required to obtain a permit from local building  
            officials requires inspections to ensure that the work  
            complies with regulations, including energy efficiency  
            regulations. (Business and Professions Code §7030)

          5)Requires any rebates or incentives offered by an IOU for an  
            energy efficiency improvement or installation of energy  
            efficient components, equipment, or appliances in buildings be  
            provided only if the recipient of the rebate or incentive  
            certifies that the improvement or installation has complied  
            with any applicable permitting requirements and, if a  
            contractor performed the installation or improvement, that the  
            contractor holds the appropriate license for the work  
            performed.  (Public Resources Code §399.4(b)(1))

          This bill:

          1)Requires CEC, in consultation with CSLB, local building  
            officials, and other stakeholders, to develop a system to  
            track central heating and air cooling equipment sales and  
            installations, statewide, to verify compliance with  
            permitting, inspection, and equipment testing requirements.

          2)Conditions the provision of any rebate or incentive offered by  
            an IOU for energy efficiency upgrades upon the recipient  
            providing proof of permit closure and certification of  
            compliance with California's energy efficiency building  
            standards.

          Background

          California's air conditioners use a lot of energy; unpermitted  
          installations might be rampant.  Air conditioning use is common  
          in California.  Today, 95 percent of new homes built in  
          California include central air conditioning.  Our homes are  
          bigger than they once were, too.  As a result, it took seven  
          times as much energy to power California's air conditioners in  
          2008 as it did in 1970.  Much of the need to power our air  
          conditioners came at times of peak system demand, traditionally  









          SB 1414 (Wolk)                                         PageC of?
          
          the most costly, most polluting times to supply electric power.   
          Yet, according to a document jointly issued by the CEC and CPUC,  
          as of 2008, fewer than 10 percent of HVAC systems obtained  
          legally required pre-installation local building permits; 30-50  
          percent of new central air conditioning systems were not being  
          properly installed, leading to a 20-30 percent increase in peak  
          energy needed cool the state's buildings.<1>

          The situation described above is problematic, for a number of  
          reasons.  First, local permitting exists to protect health and  
          safety.  To the extent that air cooling systems are installed  
          without the proper permits, local agencies cannot ensure such  
          systems are installed in ways that best protect the public.   
          Second, it robs local agencies of permit revenues that allow  
          them to inspect installations for, as stated, health and safety.  
           Finally, it undercuts installers who do receive permits for air  
          cooling system installations, who must compete against the  
          likely lower cost of unpermitted air system installations.  None  
          of this is right.  Yet, none of this directly affects  
          achievement of the state's energy or environmental goals,  
          either.

          The state energy agencies conclude the installation of cooling  
          systems without proper permitting "represents a huge lost  
          opportunity for energy savings."  To get to this conclusion, the  
          energy agencies make a couple of key assumptions.  The first  
          assumption is that a large number of air cooling systems are  
          installed in California without proper permitting.  As noted  
          above, the agencies own documents indicate that fewer than 10  
          percent of HVAC systems obtained legally required building  
          permits.  However, in making this claim, the agencies rely on  
          industry estimates.  The author has provided evidence - a  
          consultant memo to the CEC and CPUC - that many HVAC projects  
          are unpermitted.<2>  Despite the memo, the energy agencies have  
          not provided this committee reference to any thorough accounting  
          of the number of unpermitted air cooling installations that  
          occur in California.

          ---------------------------
          <1> California Energy Efficiency Strategic Plan January 2011  
          Update  
          (http://www.energy.ca.gov/ab758/documents/CAEnergyEfficiencyStrat 
          egicPlan_Jan2011.pdf).
          <2>http://www.energydataweb.com/cpucFiles/pdaDocs/1514/HVAC6%20Re 
          sidential%20Partial%20Compliance%20Results%20Phase%20One_11APR201 
          6.pdf








          SB 1414 (Wolk)                                         PageD of?
          
          The second assumption the energy agencies make is the air  
          cooling systems installed without the necessary permits are  
          oftentimes improperly installed, and the improper installations  
          cause energy inefficient operation.  This is not an unreasonable  
          assumption.  However, it is not necessarily true:  in some  
          instances, or even in every instance, an air cooling system  
          installed without proper permits may nonetheless be operating at  
          maximum practical energy efficiency.  Of course, it is very  
          difficult for the state energy agencies, or anyone else, for  
          that matter, to determine the number of air cooling systems  
          installed without a permit or the operating efficiency of any  
          such system because their existence is largely unknown.

          This bill attempts to provide a method for filling this  
          information gap.  This bill requires CEC, in consultation with  
          CSLB, local building officials, and other stakeholders, to  
          develop a system to track central heating and air cooling  
          equipment sales and installations, statewide.  This bill  
          explicitly state's the purpose of the system to be developed by  
          CEC:  to verify compliance with permitting, inspection, and  
          equipment testing requirements.

          The details of the system that would be developed by CEC to  
          track HVAC sales are as yet unknown.  HVAC sales are disperse;  
          so are installations.  Sales and installations do not always  
          geographically coincide.  A contractor may purchase an HVAC  
          system in a store, then drive it across city, county, state or  
          even national boundaries.  The sale may occur at a  
          brick-and-mortar store, or it may occur online.  It is hard to  
          image a system that will effectively track HVAC sales and  
          installations in a way that enables verification of compliance  
          with permitting, inspection, and equipment testing requirements,  
          many of which vary by local jurisdiction.  It is even harder to  
          image such a system that is not cumbersome and costly. 

          Rebates for bad actors?  Current law makes certain requirements  
          of any rebate or incentive offered by an IOU for energy  
          efficiency upgrades.  One common type of project for which IOUs  
          offer rebates or incentives is HVAC installation.  Relevant to  
          this bill, current law requires that, before an IOU may provide  
          a recipient with the rebate or incentive, the recipient must  
          certify (a) the improvement or installation complies with any  
          applicable permitting requirements and (b) if a contractor  
          performed the installation or improvement, that the contractor  
          holds the appropriate license for the work performed.  This bill  









          SB 1414 (Wolk)                                         PageE of?
          
          modifies this process in that it newly requires an applicant for  
          an IOU rebate or incentive, in addition to the certification  
          described above, (a) to provide proof of closure of the permit  
          for the project and (b) to certify that the project or  
          installation complies with any specifications or requirements in  
          Title 24 of the California building code (the code section that  
          includes the CEC's building energy efficiency standards).

          A project or upgrade that receives incentives from an IOU  
          because of energy efficient characteristics of the project or  
          upgrade should comply with the CEC's building energy efficiency  
          standards:  energy efficiency is the rationale for the  
          incentive.  And it is not burdensome for an applicant to  
          self-certify that the project or upgrade complies with CEC's  
          standards:  this mirrors the exiting process for self-certifying  
          that a qualified contractor performed the work.  This bill,  
          however, introduces a new aspect to the rebate or incentive  
          procedure - proof that the permit for a project has been closed.

          HVAC installation requires a permit by a local building permit  
          agency.  Upon approval, an HVAC installation receives a permit  
          from the local agency.  That permit remains "open" until the  
          completed project is inspected by a certified technician, who  
          confirms the HVAC system is installed properly, at which point  
          the permit is said to be closed. 

          As noted above, the author's office has provided evidence that  
          many HVAC systems are installed without a permit.  According to  
          the author's evidence, many permits for HVAC installations  
          remain "open," meaning the local building permit agency has no  
          confirmation the installation underwent final inspection to  
          ensure performance.  This bill seeks to better ensure that  
          entities seeking IOU energy efficiency rebates or incentives for  
          HVAC installations undergo final inspection for performance, as  
          reflected in proof of a permit's closure.

          Representatives of the IOUs object.  They contend that requiring  
          an applicant for an IOU energy efficiency rebate to provide  
          proof of permit closure would prove burdensome, to both to the  
          program administrator and to the applicant.  The IOUs accurately  
          note that local building permitting processes and requirements  
          vary among California's many local jurisdictions.  The IOUs  
          contend this bill will add administrative cost and confusion,  
          delay payments, and potentially discourage program  
          participation, which would counter California's energy  









          SB 1414 (Wolk)                                         PageF of?
          
          efficiency goals.  They may be right.

          Nonetheless, the requirement makes sense.  It is inappropriate  
          for the IOUs to provide energy efficiency rebates - paid for by  
          IOU ratepayers - for improperly permitted energy efficiency  
          projects.  The requirement is also consistent with a recent  
          recommendation by the Little Hoover Commission (LHC), that  
          administrators of tax-payer-funded rebate programs require  
          applicants provide proof that legal requirements have been met  
          before awarding rebates.<3>  The rationale behind the LHC  
          recommendation applies just as well to ratepayer-funded rebate  
          programs. 

          Prior/Related Legislation
          
          AB 1918 (Williams, 2014) would have required the CEC, along with  
          stakeholders, to identify and implement methods to simplify  
          processes and procedures related to compliance with Title 24  
          energy efficiency building standards.  It also would have  
          required CPUC to design an enforcement program to provide  
          technical and financial assistance to local governments to  
          improve HVAC compliance with the permitting process.  The bill  
          was held in Senate Committee on Appropriations.

          FISCAL EFFECT:                 Appropriation:  No    Fiscal  
          Com.:             Yes          Local:          No


            SUPPORT:  

          Building Owners & Managers Association of California
          California Apartment Association
          California Building Industry Association
          California Building Officials
          California Business Properties Association
          California Retailers Association
          Center for Sustainable Energy
          International Council of Shopping Centers
          NAIOP of California, the Commercial Real Estate Association
          Sierra Club California
          The Utility Reform Network
          U.S. Green Building Council, California



          ---------------------------
          <3> Level the Playing Field: Put California's Underground  
          Economy Out of Business, Little Hoover Commission, March 2015.








          SB 1414 (Wolk)                                         PageG of?
          
          OPPOSITION:

          Pacific Gas and Electric Company, unless amended

          ARGUMENTS IN SUPPORT:  According to the author:

               Program Administrators (PAs) of energy efficiency programs  
               funded by the ratepayers of California's three IOUs do not  
               currently require program participants to demonstrate proof  
               of code compliance to be eligible for ratepayer incentives.  
               PAs also claim a large portion of their energy efficiency  
               savings from code compliance. Research shows that code  
               compliance is low and that the full energy efficiency  
               savings from code are not being captured.  This requirement  
               would close this loop and ensure that ratepayer funds are  
               spent on code-compliant projects.
          
          ARGUMENTS IN OPPOSITION:  Representatives of the IOUs contend  
          this bill adds unknown, but potentially significant,  
          administrative complexity and cost to the energy efficiency  
          rebate programs.
          
          
                                      -- END --