To determine the program Version and Revision that a home is required to be certified under, review the plan approval date and permit date of the home against the dates outlined in Exhibit 2 of the California ENERGY STAR requirements:
Footnote 11 is important and defines the plan approval date as follows:
The ‘plan approval date’ is the date that a jurisdiction approves a home plan and its efficiency features for use on a specific lot or tract. The Rater may define the ‘permit date’ as either the date that the permit was issued or the date of the contract on the home. In cases where permit or contract dates are not available, Providers have discretion to estimate permit dates based on other construction schedule factors. These assumptions should be both defensible and documented. As an exception, if a new plan is added to a specific tract’s existing plan set and the new plan is subject to the same version of the energy code as the existing plan set, then the ‘plan approval date’ is considered to be the existing plan set’s original plan approval date.
Further guidance has been provided by the EPA as posted in a recent Policy Record entry: