Policy Record

It is expected that EPA will periodically revise the program requirements during their implementation in response to partner questions and evolving standards (e.g., ENERGY STAR labeled product specifications, NAECA standards, model energy codes). The purpose of this revision process is to be responsive to partner questions, to disseminate policy changes in a consistent manner, and to adapt the program as needed for success. Revisions will be made on an as needed basis; however, it is expected that the guidelines will not be updated more frequently than every three months and that after a year of implementation, the updates will slow to every six months.

Policy Record

Current Policy Record (PDF, 842 KB) — This document contains policy issues that were received and have been resolved with the release of Revision 12 to the program documents. It also contains issues resolved since the release of Revision 12, some of which may result in modifications that will be incorporated into the next revision of the program documents. This document was posted on May 1, 2023.
Archive of Policy Record (PDF, 4.9 MB) — This document contains all resolved policy issues that have previously appeared in the Current Policy Record. This document was posted on September 29, 2022.

Revisions to Version 3 Program Requirements

Revision 12 Highlights Document (PDF, 212 KB) – This document is a summary of the most substantial updates to the Revision 11 documents, released on September 29, 2022. Additionally, EPA has created ‘mark-up’ documents showing all tracked changes except formatting changes:
- Mark-Up of National Program Requirements, Version 3 (PDF, 288 KB)
- Mark-Up of National Rater Design Review Checklist, Version 3 / 3.1 (PDF, 243 KB)
- Mark-Up of National Rater Field Checklist, Version 3 / 3.1 (PDF, 332 KB)
- Mark-Up of National HVAC Design Report, Version 3 / 3.1 (PDF, 272 KB)
- Mark-Up of National HVAC Commissioning Checklist, Version 3 / 3.1 (PDF, 166 KB)
- Mark-Up of National Water Management System Builder Requirements, Version 3 / 3.1 (PDF, 213 KB)
Revision 11 Highlights Document – This document is a summary of the most substantial updates to the Revision 10 documents, released on November 30, 2020. Additionally, EPA has created ‘mark-up’ documents showing all tracked changes except formatting changes:
Revision 10 Highlights Document – This document is a summary of the most substantial updates to the Revision 09 documents, released on November 12, 2019. Additionally, EPA has created ‘mark-up’ documents showing all tracked changes except formatting changes:
Revision 09 Tracking Document (PDF, 478 KB) – This document is a summary of the edits released on August 30, 2018 to the Revision 08 documents. EPA has also created a document that contains the Revision 09 highlights (PDF, 144 KB).
Revision 08 Tracking Document (PDF, 452 KB) – This document is a summary of the edits released on July 01, 2015 to the Revisions 07 documents. EPA has also created two documents which contain the Revision 08 highlights (PDF, 175 KB) and a crosswalk (PDF, 439 KB) that shows the new location of Items from the Revision 07 Inspection Checklists. Additionally, EPA has created 4 short videos to give partners a brief introduction to Revision 08:
Revision 07 Tracking Document (PDF, 358 KB) — This document is a summary of the edits released on June 1, 2013 to the Revision 06 documents. EPA has also created a document which contains the Revision 07 highlights (PDF, 144 KB) .
Revision 06 Tracking Document (PDF, 111 KB) — This document is a summary of the edits released on September 10, 2012 to the Revision 05 documents. EPA has also created a document which contains the Revision 06 highlights (PDF, 62 KB) .
Revision 05 Tracking Document (PDF, 136 KB) — This document is a summary of the edits released on January 15, 2012 to the Revision 04 documents. EPA has also created a document which contains the Revision 05 highlights (PDF, 95 KB) .
Revision 04 Tracking Document (PDF, 158 KB) — This document is a summary of the edits released on August 29, 2011 to the Revision 03 documents. EPA has also created a document which contains the Revision 04 highlights (PDF, 51 KB) .
Revision 03 Tracking Document (PDF, 99 KB) — On March 25, 2011, EPA modified the implementation timeline to allow homes permitted before April 1, 2011 to be qualified under Version 2 until December 31, 2011. No other changes were included in this Revision.
Revision 02 Tracking Document (PDF, 882 KB) — This document is a summary of the edits released on February 7, 2011 to the Revision 01 documents
December 1, 2010 Update (PDF, 48 KB) — EPA modified the treatment of basements as it relates to Benchmark Home Size and the Size Adjustment Factor in Version 2.5 and Version 3 (Revision 01) as well as the implementation dates for Version 2.5. Note that these changes have been formally incorporated into the Revision 02 program documents.
Revision 01 Tracking Document (PDF, 68 KB) — This document is a summary of the edits released on October 18, 2010 to the original Version 3 program documents released on April 08, 2010.

Revisions to Version 3.1 Program Requirements

Revision 12 Highlights Document (PDF, 212 KB) – This document is a summary of the most substantial updates to the Revision 11 documents, released on September 29, 2022. Additionally, EPA has created ‘mark-up’ documents showing all tracked changes except formatting changes:
- Mark-Up of National Program Requirements, Version 3.1 (PDF, 253 KB)
- Mark-Up of National Rater Design Review Checklist, Version 3 / 3.1 (PDF, 243 KB)
- Mark-Up of National Rater Field Checklist, Version 3 / 3.1 (PDF, 332 KB)
- Mark-Up of National HVAC Design Report, Version 3 / 3.1 (PDF, 272 KB)
- Mark-Up of National HVAC Commissioning Checklist, Version 3 / 3.1 (PDF, 166 KB)
- Mark-Up of National Water Management System Builder Requirements, Version 3 / 3.1 (PDF, 213 KB)
Revision 11 Highlights Document – This document is a summary of the most substantial updates to the Revision 10 documents, released on November 30, 2020. Additionally, EPA has created ‘mark-up’ documents showing all tracked changes except formatting changes:
Revision 10 Highlights Document – This document is a summary of the most substantial updates to the Revision 09 documents, released on November 12, 2019. Additionally, EPA has created ‘mark-up’ documents showing all tracked changes except formatting changes:
Revision 09 Tracking Document (PDF, 478 KB) – This document is a summary of the edits released on August 30, 2018 to the Revision 08 documents. EPA has also created a document that contains the Revision 09 highlights (PDF, 144 KB) .
Revision 08 Tracking Document (PDF, 198 KB) — This document is a summary of the edits released on December 14, 2015 to the Revision 07 documents.
Revision 07 Tracking Document (PDF, 192 KB) — This document is a summary of the edits released on August 12, 2015 to the Revision 06 documents.
Revision 06 Tracking Document (PDF, 244 KB) — This document is a summary of the edits released on July 01, 2015 to the Revision 05 documents.
Revision 05 Tracking Document (PDF, 191 KB) — This document is a summary of the edits released on April 13, 2015 to the Revision 04 documents.
Revision 04 Tracking Document (PDF, 193 KB) — This document is a summary of the edits released on March 26, 2015 to the Revision 03 documents.
Revision 03 Tracking Document (PDF, 190 KB) — This document is a summary of the edits released on February 01, 2015 to the Revision 02 documents.
Revision 02 Tracking Document (PDF, 190 KB) — This document is a summary of the edits released on July 08, 2014 to the Revision 01 documents.
Revision 01 Tracking Document (PDF, 250 KB) — This document is a summary of the edits released on May 01, 2014 to the Revision 00 documents.

Regional Guidelines

Revision 12 Highlights Document (PDF, 212 KB) – This document is a summary of the most substantial updates to the Revision 11 documents, released on September 29, 2022.
Caribbean and Pacific Version 3 Revision 11 Highlights Document – This document is a summary of the most substantial updates to the Revision 10 documents, released on December 15, 2020.
Revision 11 Highlights Document – This document is a summary of the most substantial updates to the Revision 10 documents, released on November 30, 2020.
Revision 10 Highlights Document – This document is a summary of the most substantial updates to the Revision 09 documents, released on November 12, 2019.
California Version 3.1 Revision 09 Tracking Document (PDF, 226 KB) – This document is a summary of the edits released on August 30, 2018 to the Revision 08 documents.
California Version 3.2 Revision 09 Tracking Document (PDF, 227 KB) – This document is a summary of the edits released on August 30, 2018 to the Revision 08 documents.
Florida Revision 09 Tracking Document (PDF, 341 KB) – This document is a summary of the edits released on August 30, 2018 to the Revision 06 documents.
Oregon and Washington Version 3.2 Revision 09 Tracking Document (PDF, 337 KB) – This document is a summary of the edits released on August 30, 2018 to the Revision 08 documents.
Tropics Revision 09 Tracking Document (PDF, 418 KB) – This document is a summary of the edits released on August 30, 2018 to the Revision 08 documents.
Tropics Revision 08 Tracking Document (PDF, 264 KB) – This document is a summary of the edits released on April 01, 2016 to the Revision 02 documents.
California Revision 05 Tracking Document (PDF, 224 KB) — This document is a summary of the edits released on July 01, 2015 to the Revision 04 documents.
Florida Revision 06 Tracking Document (PDF, 243 KB) — This document is a summary of the edits released on July 01, 2015 to the Revision 05 documents.
California Revision 04 Tracking Document (PDF, 206 KB) — This document is a summary of the edits released on June 1, 2013 to the Revision 03 documents.
Guam, Hawaii and Puerto Rico Revision 02 Tracking Document (PDF, 246 KB) — This document is a summary of the edits released on June 1, 2013 to the Revision 01 documents.
Florida Revision 05 Tracking Document (PDF, 228 KB) — This document is a summary of the edits released on June 1, 2013 to the Revision 04 documents.
Florida Revision 04 Tracking Document (PDF, 50 KB) — This document is a summary of the edits released on September 10, 2012 to the Revision 03 documents.
California Revision 03 Tracking Document (PDF, 47 KB) — This document is a summary of the edits released on September 10, 2012 to the Revision 02 documents.
Hawaii and Puerto Rico Revision 01 Tracking Document (PDF, 53 KB) — This document is a summary of the edits released on September 10, 2012 to the Revision 00 documents.
California Revision 02 Tracking Document (PDF, 40 KB) — This document is a summary of the edits released on January 15, 2012 to the Revision 01 documents.
Florida Revision 03 Tracking Document (PDF, 87 KB) — This document is a summary of the edits released on January 15, 2012 to the Revision 02 documents.
Florida Revision 02 Tracking Document (PDF, 27 KB) — This document is a summary of the edits released on November 7, 2011 to the Revision 01 documents.
Florida Revision 01 Tracking Document (PDF, 33 KB) — This document is a summary of the edits to the previous Version 2.5 guidelines for Florida, released on March 25, 2011.

Policy Record

Current Policy Record (PDF, 1.92 MB) - This document contains policy issues that were received and have been resolved since the release of Version 1, some of which may result in modifications that will be incorporated into the next revision of the program documents. This document was posted on May 1, 2023.
Archive of Policy Record (PDF, 1.3 MB) — This document contains all resolved policy issues that have previously appeared in the Current Policy Record. This document was posted on March 17, 2022.

Click here to view the policy record for the Multifamily High Rise Program. This document was last updated on October 5, 2022.