BILL ANALYSIS                                                                                                                                                                                                    �




                                                                  AB 1918
                                                                  Page A
          Date of Hearing:   April 21, 2014

                    ASSEMBLY COMMITTEE ON UTILITIES AND COMMERCE
                               Steven Bradford, Chair
                   AB 1918 (Williams) - As Amended:  March 26, 2014
           
          SUBJECT  :   Central heating and air cooling equipment.

           SUMMARY  :  This bill would require the California Public  
          Utilities Commission (PUC) to establish an incentive program to  
          improve energy efficiency compliance in regards to central  
          heating and air cooling equipment installation. This bill would  
          also create a system that tracks state sales and installations  
          of central heating and air cooling equipment. Specifically,  this  
          bill  :  

          1)Requires the California Public Utilities Commission (PUC) to  
            establish an incentive program for contractors and local  
            governments that improves verification of building code  
            compliance and acceptance of central heating and air cooling  
            equipment following installation, which may include:

             a)   Funding for training and certification programs for  
               central heating and air cooling equipment installers, local  
               government building officials, and school building  
               inspectors licensed through the Division of the State  
               Architect.

             b)   Technical and financial support to establish performance  
               protocols necessary to verify performance compliance of  
               central heating and air cooling equipment.

             c)   Financial or other support to assist local agencies in  
               offsetting costs associated with employing innovative  
               approaches to reduce barriers in the permitting process for  
               heating and cooling equipment.

          2)Requires the California Energy Commission (CEC) to develop a  
            central heating and air cooling equipment sales tracking  
            system in consultation with the Contractors' State License  
            Board, local building officials, and other stakeholders.

           EXISTING LAW  

          1)Authorizes the State Building Standards Commission to review  









                                                                  AB 1918
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            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 State Energy Resources Conservation and  
            Development Commission (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,  
            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)

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

           1)Author's statement:  According to the author, "California's  
            standards for building efficiency are recognized as leading  
            the nation in energy savings and serve as one of the primary  
            energy policy tools that resulted in the state's per capita  
            energy use staying almost constant over the past 30 years,  
            while the rest of the United States' consumption steadily  
            increased. 

            However, the effectiveness of the standards is dependent on  
            compliance. Violations not only threaten energy savings, they  
            also result in a substantial financial loss to consumers who  
            purchase energy efficiency goods and services, and represent  
            unfair competition that dramatically impacts the viability of  
            legitimate business.

            AB 1918 is needed to ensure that reported energy savings are  









                                                                  AB 1918
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            real, consumers who purchase services for home improvement are  
            protected, and businesses that provide energy efficiency  
            services are operating on a level playing field."

           2)Energy efficiency of heating, ventilating, and  
            air-conditioning (HVAC) systems in California.  Over the last  
            three decades, the percentage of new homes built in California  
            with central air-conditioning has dramatically increased -  
            from 25 percent in 1976 to more than 95 percent in 2007.  
            Coupled with a 55 percent increase in new home size over this  
            same time period, total peak energy demand attributed to  
            residential air conditioning units has increased from 5  
            percent in 1976 to more than 24 percent in 2006.

            In response to these concerns, in 2008 the CEC and  
            stakeholders created an HVAC strategic plan designed to  
            improve energy efficiency and reduce peak energy use of  
            central airconditioning systems in California.<1> The plan  
            defined vision for the HVAC industry, investigated options to  
            meet the vision, and recommended actions that can achieve the  
            Legislatures goal of reduced peak energy use.

            The report concluded that simply improving the efficiency of  
            new cooling would not achieve the goal of reduced peak energy  
            use - in part because installations often lack quality control  
            and thus increase HVAC energy use by 20-30 percent, regardless  
            of the system's rated efficiency. This lack of quality control  
            has been attributed to the failure of many contractors to pull  
            building permits and verify quality when replacing  
            airconditioning systems.

            The CEC claims only 10% of replacement HVAC do not meet  
            manufacturers quality control specifications for air flow,  
            refrigerant charge, and the CECs duct sealing requirements.  
            <2> They further state that during new construction, only 30%  
            of HVAC installations meet manufacturer's quality control  
            specifications for air flow, refrigerant charge and the CEC's  
            duct sealing requirements. The CEC asserts these statistics  
            --------------------------
          <1> California Energy Commission. 2008. Strategic Plan to Reduce  
          the Energy Impact of Air Conditioners.  
          http://www.energy.ca.gov/2008publications/CEC-400-2008-010/CEC-40 
          0-2008-010.PDF
          <2> HVAC Convener's Report. 2008.  
           http://www.performancealliance.org/Portals/4/Documents/CommitteeW 
          orkspace/AFDD/CONVENER%20HVAC%20Report%20010308.pdf  








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            were derived from interviews with building officials, home  
            energy raters (HERS), and a study of compliance rates in  
            residential and non-residential buildings.<3> However, the  
            relevant statistics in the HVAC compliance rate study could  
            not be located; therefore it is unknown whether the 10% and  
            30% compliance rates are accurate and moreover, the sample  
            size of these interviews could not be determined.  
            Consequently, it is unclear the extent to which quality  
            control non-compliance is an issue in regards to HVAC  
            installation.  

            Regardless, those installing HVAC systems without proper  
            quality control are likely less knowledgeable of and less  
            likely to follow building code standards. Lack of quality  
            control may mean permits are not pulled, and in such a case,  
            it is difficult to track new installations to perform  
            post-installation compliance inspections. When  
            post-installation compliance inspections cannot be completed,  
            energy inefficient systems may prevail, wasting energy and  
            money.

            To address the purported non-compliance in quality control,  
            the HVAC strategic plan presented several recommendations. One  
            was to create a recognizable brand label (similar to Energy  
            Star) that could be used as proof of quality installation  
            practices. Another, the impetus for this bill, proposed to  
            increase the level and quality of training required of HVAC  
            technicians. Still another suggested reducing the cost of  
            pulling permits to increase the probability that contractors  
            will pull legally required permits.

            Language in the bill declarations refer to permit  
            non-compliance, when the data actually refer to quality  
            control compliance.  The author may wish to consider an  
            amendment that removes language related to permit compliance.

          3)Title 24.  Title 24 is the 24th title within the California  
            Code of Regulations (CCR). The CCR is divided into 28 separate  
            titles based on subjects or state agency jurisdiction. CCR  
            Title 24, published by the California Building Standards  
          ---------------------------
          <3> Statewide Codes and Standards Market Adoption and  
          Noncompliance Rates. 2007. Prepared for Southern California  
          Edison.  
           http://www.calmac.org/publications/Codes_and_Standards_Final_Repo 
          rt.pdf  








                                                                  AB 1918
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            Commission, is reserved for state regulations concerning the  
            design and construction of buildings, associated facilities  
            and equipment. Title 24 is also designated the "California  
            Building Standards Code" by Section 18902 of the California  
            Health and Safety Code. The standards apply to all building  
            occupancies, and related features and equipment throughout the  
            state, contain requirements to the structural, mechanical,  
            electrical, and plumbing systems, and require measures for  
            energy conservation, green design, construction and  
            maintenance, fire and life safety, and accessibility.<4> Title  
            24 Part 6 relates to "Energy Efficiency Standards for  
            Residential and Nonresidential Buildings."
             
             The CEC works closely with the Contractors State License Board  
            and other regulatory agencies to ensure compliance with the  
            Commission's regulations and standards. In a situation where  
            an HVAC installer does not pull the required permits, one can  
            report non-compliance.<5>  

          4)Title 24 training.  The first type of incentive provided by the  
            bill relates to training. The CEC offers many resources to  
            help homeowners and building professionals comply with Title  
            24 standards. The Energy Standards Hotline, Online Learning  
            Center, Energy Videos Center, and Blueprint Newsletter all  
            contain relevant and valuable information. The Title 24  
            training section of the CEC website provides additional  
            educational resources and links to Title 24 classes offered by  
            investor- and publicly-owned utilities (IOUs and POUs)  
            throughout California.<6> For example, PG&E offers Title 24  
            training classes in San Francisco, San Jose, and Stockton.  
            Classes available related to HVAC include "Essentials for  
            Residential AC Quality Installation Contractors", "Essentials  
            for Small Commercial AC Quality Installation Contractors",  
            "HVAC System Change-Outs: Duct Testing Requirements for  
            Residential & Small Business", "Proper Procedures for Charging  
            Air Conditioners & Heat Pumps", and "Duct Installation  
          ---------------------------
          <4> CBSC. Guide to Title 24.  
           http://www.documents.dgs.ca.gov/bsc/Title_24/T24TrainingGuide.pdf 
           
          <5> CEC. Building Energy Efficiency Standards Enforcement.  
           http://www.energy.ca.gov/title24/enforcement/index.html  
          <6> CEC. Title 24 Training.  
           http://www.energy.ca.gov/title24/training/  










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            Standards & Diagnostic Testing".<7> Similar classes are  
            offered by SMUD, ConSol, San Diego Gas and Electric, and  
            Southern California Edison.  
             
            Current bill language would limit training to be available to  
            "central heating and air cooling equipment installers, local  
            government building officials, and school building inspectors  
            licensed through the Division of the State Architect". This  
            may exclude additional relevant stakeholders. 

             The author may wish to consider an amendment that makes  
            training available to relevant stakeholders.

             Additionally, some Title 24 funding is already available.

             The author may wish to consider an amendment that would allow  
            for additional funding for training, as necessary.
           
           5)Performance compliance of HVAC equipment.  The second type of  
            incentive provided by the bill relates to equipment  
            performance compliance. The PUC would be directed to offer  
            "technical and financial support to establish performance  
            protocols necessary to verify performance compliance of  
            central heating and air cooling equipment." It is unknown  
            which performance metrics would be utilized, and whether  
            performance protocols and standards are existing and  
            available.
           
          6)Permitting incentives related to HVAC installation.  Various  
            programs exist across the state to encourage residents,  
            builders, and businesses to adopt more sustainable  
            practices.<8> Two in particular may help individuals comply  
            with or exceed building standards. San Diego County offers the  
            Green Building Program, where energy efficient projects may  
            qualify for a reduction in building permit and plan check fees  
            (by 7.5%) and expedited plan checks. San Bernardino County  
            provides participating builders with accelerated plan review,  
            priority inspections, design assistance, and may waive permit  
            fees. Other counties, cities, and utilities offer energy  
            efficiency rebates that do not directly impact permit fees or  
          ---------------------------
          <7> PG&E. Energy Education Classes.  
           http://www.pge.com/mybusiness/edusafety/training/pec/classes/inde 
          x.jsp  
          <8> Database of State Incentives for Renewables and Efficiency.  
           http://www.dsireusa.org/incentives/index.cfm?state=CA  








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            encourage permit compliance, but many require certified  
            contractors (who may be more likely to comply with code and  
            standards) to complete the work. Various programs are in place  
            to encourage permitting related to solar installations,  
            including some that waive permit fees or "fast-track" permits.  

             It is unknown the extent to which decreasing permit fees or  
            other barriers to permits (slow processing time, excessive  
            paperwork, complexity of process, etc.) will encourage more  
            HVAC installers to comply with permit regulations and building  
            codes. If an individual is concerned about other parts of the  
            home or business that may not be in compliance with code,  
            he/she may forgo permitting to prevent the discovery of other  
            violations.

             The author may wish to consider an amendment that directs the  
            CEC to identify and implement methods that simplify the Title  
            24 compliance process.  In theory this could increase  
            permitting compliance.

           7)Incentives for IOUs versus POUs.  This bill would require the  
            PUC to establish an incentive program related to training,  
            performance compliance, and permitting. This program would  
            likely be funded by the IOUs from ratepayer dollars. Current  
            language does not allow for incentives or support for POUs.  

          8)Programs and pilots related to increasing Title 24 compliance.   
            The Compliance Enhancement Subprogram (CEP) is part of the  
            IOUs Codes and Standards Program. One of the primary  
            components of the CEP is the Best Practices Pilot. The IOUs  
            implemented the Pilot to identify how they can help building  
            departments improve enforcement of Title 24, Part 6 (related  
            to energy efficiency standards) in their jurisdictions to  
            ultimately increase code compliance. A limited process  
            evaluation found it was difficult to quantitatively measure  
            the effectiveness of the Pilot, and that "the logic model does  
            not explain how the Pilot will ultimately increase compliance  
            with the energy code."<9> The evaluation provided various  
            recommendations to improve the process and effectiveness of  
            the Pilot, including (1) sharing of best practices and lessons  
            learned; (2) identifying profiles of jurisdictions that share  
          ---------------------------
          <9> California Statewide Codes And Standards Compliance  
          Enhancement Subprogram 2010-2012 Pilot Process Evaluation. 2014.  
           http://www.calmac.org/publications/CEP-Report_FINAL_PUBLISHED.pdf 
           








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            similar gaps in their enforcement processes and developing  
            stock tools and resources appropriate for those groups of  
            jurisdictions; and more.

            Another initiative, the Building Department Title 24 Training  
            and Process Improvement Program, was created to help "bridge  
            the gap from efficiency policy to successful, ontheground  
            compliance."<10> Seven building departments (from Berkeley,  
            Chula Vista, Irvine, Kern County, Oakland, San Diego, and West  
            Sacramento) participated in the program, sharing their  
            perspectives on Title 24 enforcement. Best practices and gaps  
            in the Title 24 enforcement process were identified; many of  
            the best practices were because of a Title 24 "champion"  
            mentality or process improvement at the local building  
            department, while the majority of gaps were because of a lack  
            of training or problems with documentation. In accordance with  
            the findings, pilot tools were selected for development and  
            implementation, including those related to process  
            improvement, training courses, and a marketing campaign  
            designed to increase permit compliance.
             
          9)HVAC sales in California.  According to the 2009 US Energy  
            Information Administration (EIA) Residential Energy  
            Consumption Survey, about 6.9 million Californians use air  
            conditioning equipment, while about 800,000 have it but do not  
            use it.<11> About 5 million use central air conditioning and 2  
            million use window or wall units. An estimated 900,000 have  
            but do not use central air or window/wall units.  

             It is unknown how these numbers compare to HVAC permits  
            pulled. To perform such a comparison, one would likely be  
            required to gather permit data from hundreds if not thousands  
            of sources (cities, counties, etc.).  

             The author states that "knowing how many units are sold and  
            who is purchasing HVAC units will help quantify the problem as  
            well as create a tool for targeted enforcement." It is unclear  
            how a state-wide HVAC sales tracking system will encourage  
            permit compliance or help identify unpermitted HVAC  
            --------------------------
          <10> Title 24 Part 6 Best Practices Program.  
           http://energydesignresources.com/media/17556825/t24-bd-bpp-report 
          .pdf  
          <11> US Energy Information Administration 2009 Residential  
          Energy Consumption Survey.  
           http://www.eia.gov/consumption/residential/data/2009/  








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            installations. This also directly conflicts with the Section 1  
            of the bill which assumes there is a problem.

            At this time the purpose and usefulness of the tracking system  
            is not fully developed. The Committee would like to work with  
            the author when a purpose and scope is identified to establish  
            a means to accomplish the purpose.

             The author may wish to consider an amendment that removes  
            language related to a state-wide HVAC sales tracking system.  
           
           10)Previous legislation. AB 834 (Williams, 2013-2014) would have  
            expanded the CEC's administrative civil penalty enforcement  
            authority to include energy efficiency and water efficiency  
            standards for buildings. The bill was gut and amended in July  
            of 2013 in the Senate. SB 454 (Pavley, 2011-2012) took a  
            similar approach, and the language was amended out of the  
            bill. With a lack of support for increased enforcement, the  
            author is trying an incentive-based approach in this bill.  
             
           11)Support and opposition.  Supporters claim the bill would  
            develop a process and dedicate resources to provide  
            information and training to allow schools to ensure HVAC  
            systems are properly permitted and operating as efficiently as  
            advertised. Other supporters state installation of HVAC  
            systems in existing dwellings without a building permit has  
            simply skyrocketed in recent years, and that there can be  
            serious health and safety risks associated with the  
            installation of these systems in absence of qualified  
            oversight and inspection by the local building code authority.  
            They further assert that there is a high probability that  
            non-permitted HVAC installations are being done in violation  
            of the CEC 's energy efficiency standards. Yet others state  
            improving compliance with the building energy standards'  
            requirements for replacement heating and cooling equipment  
            will reduce energy use.  



          12)Suggested amendments.
                 
             SECTION 1. The Legislature finds and declares all of the  
            following:
            (a) California's building energy efficiency standards are  
            recognized as leading the nation in energy savings. They are  









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            an important component of the state's programs to manage its  
            energy consumption, conserve natural resources, and improve  
            the quality of life for all its citizens.
            (b) Heating and cooling buildings is one of the largest  
            electricity end uses in the state and is also the single  
            largest contributor to peak electricity demand, comprising up  
            to 30 percent of total demand in the hot summer months.
            (c) In the 2008 Strategic Plan to Reduce the Energy Impact of  
            Air Conditioners, the State Energy Resources Conservation and  
            Development Commission identified that a heating, ventilation,  
            and air conditioning system (HVAC) can increase energy use by  
            20 or 30 percent if it is poorly installed regardless of its  
            efficiency rating.
                                                                                           (d) Permits are required for the replacement of heating and  
            cooling equipment and a code official must verify installation  
            in compliance with the building energy efficiency standards.  
            The effectiveness of the building energy efficiency standards  
            is dependent upon the conscientious efforts of licensed  
            contractors in California to follow these permitting  
            requirements to build buildings and install components and  
            equipment in compliance with the standards which deliver  
            cost-effective energy savings to consumers.
             (e) However, the State Energy Resources Conservation and  
            Development Commission estimates that less than 10 percent of  
            replacement HVAC work is performed with the proper building  
            permits. This underground activity denies state and local  
            governments license and building permit revenue and diminishes  
            the ability of state and local agencies to provide enforcement  
            services intended to protect consumers. These practices  
            particularly damage and diminish the potential for  
            conscientious compliance with the building energy efficiency  
            standards, as these illegal installations undermine those who  
            attempt to comply with the law by following the permitting  
            requirements.
            (f) These violations result in a substantial financial loss to  
            consumers who purchase energy efficiency goods and services,  
            and represent unfair competition that dramatically impacts the  
            economic viability of legitimate businesses. It is critical  
            for California to maintain a business climate favorable to  
            legitimate competition, so that conscientious contractors,  
            manufacturers, distributors, retailers, home energy rating  
            system raters, and other businesses are able to sustain their  
            businesses against unfair competition.
             (  g   e  ) California building codes are updated regularly,  
            necessitating more training and education for building  









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            officials performing permitting, plan checking, and  
            inspections. Providing this education in tandem with  
            incentives for beyond-code performance will motivate both  
            local building departments and contractors to prioritize  
            energy efficiency performance in their day-to-day operations.
            (  h   f  ) In an effort to increase permitted activity, some local  
            jurisdictions have adopted practices that make it easier to  
            obtain permits or have implemented pilot programs to educate  
            and train local building staff. It is in California's best  
            interest to facilitate the adoption of demonstrated best  
            practices for local building departments across the state to  
            undertake to maximize compliance with building codes.

            SEC. 2. Section 25402.12 is added to the Public Resources  
            Code, to read:
            25402.12.  The commission, in consultation with the  
            Contractors' State License Board, local building officials,  
            and other stakeholders, shall develop a system to track  
            central heating and air cooling equipment sales and  
            installations in the state. Any system developed by the  
            commission shall be adopted by regulation following one or  
            more public hearings.  The commission, in consultation with the  
            Contractors' State License Board, local building officials,  
            and other stakeholders, shall identify and implement methods  
            to simplify processes and procedures related to energy  
            efficiency standard compliance.   
            
            SEC.  3   2  . Section 381.3 is added to the Public Utilities Code,  
            to read:
            381.3. By January 1, 2016, the commission, in an existing  
            proceeding, shall establish an incentive program for  
            contractors and local governments to improve the verification  
            of building code compliance and acceptance of central heating  
            and air cooling equipment following installation. The  
            incentives may include, but are not limited to, all of the  
            following:
            (a)  Funding   Additional funding, as necessary,  for training and  
            certification programs for central heating and air cooling  
            equipment installers, local government building officials,  
             contractors, builders,  and school building inspectors licensed  
            through the Division of the State Architect.
            (b) Technical and financial support to establish performance  
            protocols necessary to verify performance compliance of  
            central heating and air cooling equipment.
            (c) Financial or other support to assist local agencies in  









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            offsetting costs associated with employing innovative  
            approaches to reduce barriers in the permitting process for  
            heating and cooling equipment, for example, expediting the  
            permitting process and measures to achieve greater compliance  
            with state and local building permit requirements.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          California Building Industry Association (CBIA)
          California State Council of Electrical Workers
          California State Pipe Trades Council
          Coalition for Adequate School Housing (C.A.S.H.)
          Joint Committee on Energy and Environmental Policy
          Natural Resources Defense Council (NRDC) (Co-Sponsor)
          USGBC California (Co-Sponsor)
          Western States Council of the Sheet Metal Workers

           Opposition 
           
          None on file
           
          Analysis Prepared by  :    Brandon Gaytan / U. & C. / (916)  
          319-2083