Downloads
Download the appropriate Project Intake Form below and complete as much of the information listed as possible. E-mail or send us the completed forms with projects that you submit to us. This information will expedite our work on your project by reducing the amount of time we have to spend on the phone or in e-mail communication.

Low-rise Residential Intake Form
Nonresidential/High-rise Residential Intake Form

Other useful information and forms:

CF-1R ADD Certificate of Compliance (Low-rise Residential Additions)
CF-1R ALT Certificate of Compliance (Low-rise Residential Alterations)
MF-1R Mandatory Measures (Low-rise Residential)
CF-6R Installation Certificate (Low-rise Residential)
CALCERTS Designer Signature Agreement Form (HERS Registration)
Table 151-C Low-rise Residential Package D (Low-rise Residential Prescriptive Requirements)
Table 143-A Nonresidential Prescriptive Envelope Criteria
Table 143-B High-rise Residential Prescriptive Envelope Criteria

Lamp Types
Residential High Efficacy Lighting
Radiant Barriers
Heated Slab Insulation Requirements
Low-rise Residential Additions, Alterations and Repairs
Low-rise Residential Indoor Air Quality and Mechanical Ventilation
CURRENT ENERGY STANDARDS
All building projects submitted for permit by June 30, 2014 must meet the 2008 Building Energy Efficiency Standards (also known as the “2010 California Energy Code”). Revisions to these projects, and approved by the local building department, are also allowed to meet the 2008 Standards. However, projects submitted for permit on or after July 1, 2014 must meet the 2013 Building Energy Efficiency Standards.
Significant changes in the California energy code are occurring on July 1, 2014, the effective date of the 2013 Building Energy Efficiency Standards. Please note that all projects submitted for permit on or after this date must meet different and generally much more stringent energy code requirements.
LOW-RISE RESIDENTIAL NEW BUILDINGS, ADDITIONS AND ALTERATIONS
2013 Residential Energy Standards
All new low-rise residential construction and additions (i.e., new or newly conditioned space in residential buildings with three or fewer stories) must meet the overall energy efficiency requirements of the Residential Standards. Alterations that do not add conditioned space must also meet all applicable mandatory measures and demonstrate overall compliance with either the prescriptive or performance approach.
  • We will work with you on single family homes, duplexes and multi-family buildings; on any size residential addition, including legalizing a space not previously permitted; and on alterations in which new glazing does not meet the minimum prescriptive fenestration values.
  • We will discuss with you specific trade-offs between insulation, glazing, shading, HVAC and water heater efficiencies; and including selected HERS measures to achieve energy compliance.
  • We will perform an Existing + Addition + Alteration calculation when an addition or alteration will not meet the code by itself, allowing improvements to the existing house to count as credits toward, for example, an addition with large glass areas that does not comply on its own.
2013 vs. 2008 Residential Standards
The 2013 Residential Standards include several changes from the 2008 energy code. A few highlights are:
  • New and replacement glazing (fenestration) must have an area-weighted maximum U-factor of 0.58, equivalent to a generic dual pane wood or vinyl operable window.
  • Prescriptive “Package A” U-factors for new windows and other new fenestration have been tightened to 0.32 in all climate zones, while the prescriptive SHGC (Solar Heat Gain Coefficient) value has been reduced in the cooling climate zones to 0.25. A U-factor of 0.32 corresponds to an NFRC-rated wood or vinyl frame window with Low E glazing.
  • Additions must still meet the mechanical ventilation requirements of ASHRAE 62.2 (not a new requirement), but the whole building ventilation airflow rate of additions over 1,000 square feet must be verified by a third party HERS Rater.
  • Mandatory HERS testing of reduced duct leakage is now required in all climate zones, and there have been revisions to other HERS measures available for energy credits.
  • Greater weighting of electricity use during peak hours (i.e., increasing Time Dependent Valuation energy credits and penalties during summer afternoons).
  • To receive energy credit in an Existing + Addition + Alteration performance calculation for improving a feature from its existing condition, a HERS Rater must verify the existing condition before the Certificate of Compliance (CF-1R) is approved by the building department.
  • The content and format of the Certificate of Compliance (CF-1R) form have been revised.
For a more complete listing of What’s New in the 2013 Residential Standards, go to the Downloads link on our Home page.
NONRESIDENTIAL NEW BUILDINGS, ADDITIONS AND ALTERATIONS
2013 Nonresidential and High-Rise Residential Standards
New construction, additions and alterations which are not low-rise residential occupancies fall within the Nonresidential Standards which cover all commercial buildings, hotel/motel and high-rise residential occupancies. There are separate requirements for the building envelope, the lighting system and the mechanical system(s). We will evaluate whether an alteration triggers the need for an energy code analysis, and if so, will suggest the best approach to take in demonstrating building compliance.
  • Nonresidential buildings such as offices, retail spaces, restaurants, schools, warehouses, and theaters, plus high-rise residential (i.e., four habitable stories or more) occupancies, hotels and motels, must meet all applicable requirements of the Nonresidential Standards.
  • Energy trade-offs between the building envelope, indoor lighting and mechanical systems are allowed under the performance approach. The Existing + Addition + Alteration performance approach is also an option when an addition or alteration does not comply with the standards by itself.
One of our special skills is to sort out complex permit scenarios in which, for example, several alterations are permitted as well as multiple additions in different mechanical zones. We carefully review each project and decide which approach to use in demonstrating and documenting compliance.
2013 vs. 2008 Nonresidential / High-rise Residential Standards
The 2013 Nonresidential Standards include some important changes from the 2008 energy code:
  • Greater weighting of electricity use during peak hours (i.e., increasing Time Dependent Valuation energy credits and penalties during summer afternoons).
  • Increased prescriptive new glazing (fenestration) requirements for U-factor, SHGC and Visible Transmittance (VT) based only upon “operator type” – fixed, operable, storefront/curtain wall and glazed door – and no longer based on climate zone, window wall ratio (WWR) or orientation.
  • Glazing requirements for replacement fenestration which are slightly less stringent than the 2013 new fenestration values.
  • Mandatory minimum insulation for roof/ceilings, exterior walls, raised floors and heated slabs.
  • Changes in the definition of daylit areas and mandatory requirements for automatic daylighting controls in primary sidelit and toplit daylit zones.
  • An increased number of steps (or dimming) mandatory in all multi-level lighting controls.
  • Lighting alterations must comply with the Standards when 10% or more of existing fixtures in a room are replaced or moved (was 50% under the 2008 Standards)
  • Reductions in prescriptive general lighting wattage in many occupancies, and reduction in the types of lighting controls eligible for compliance credit.
  • New prescriptive mechanical requirements for covered processes such as computer rooms, commercial kitchens and laboratories.
  • Occupant sensor controls for some electrical outlet (receptacle) circuits in offices, reception lobbies, conference rooms, copy rooms and office kitchenettes
  • New efficiencies for packaged mechanical cooling equipment starting January 1, 2015: 14.0 SEER for units ‹ 65,000 Btuh; and 11.7 EER for units > 65,000 Btuh and ‹ 240,000 Btuh.
  • All air-cooled unitary direct-expansion units > 54,000 Btuh and an economizer must include a Fault Detection and Diagnostics (FDD) system.
  • Revisions to the Certificates of Compliance (PERF-1C, ENV-1C, MECH-1C, LTG-1C, OLTG-1C and SLTG-1C) forms; revised Acceptance and Installation forms.
  • Online registration of all nonresidential compliance documents with a HERS provider starting January 1, 2015
FEES AND PROPOSALS
Fees for Title 24 Part 6 Compliance
We provide energy analysis, energy design consultation, an energy report for building permit submittal and, in many cases, a heating and cooling design load calculation. Contact us for a specific fee proposal (see Verbal and Written Proposals below).
Verbal and Written Proposals
If you would like to know the cost of our services on a particular project, we generally are able to give you a preliminary verbal proposal over the telephone. If you call us with the following information at hand and can answer a few simple questions, we will quote a likely fee range for the project. You might also find it helpful to print out, complete and return our Project Intake Form available as a Download from our home page or when you’re uploading drawings to us (see Upload Project Drawings).
Low-rise Residential Project Proposal Requirements
  • Gross conditioned floor area (square feet) of the building(s);
  • Number of stories and number of dwelling units;
  • Number and type(s) of HVAC and water heating systems;
  • Whether the project is all new construction, an addition and/or an alteration; and
  • Building location and jurisdiction (e.g., whether a local green building ordinance is in effect).
Nonresidential and High-rise Residential Project Proposal Requirements
  • Alteration(s) in existing building vs. addition(s) vs. all new construction;
  • Scope of construction includes envelope, indoor lighting, outdoor lighting and/or mechanical system(s);
  • Details of the mechanical units and lighting design;
  • Gross conditioned area (square feet) of the building(s) and/or any illuminated outdoor lighting area;
  • Number of stories and occupancy type(s); effect).
  • Building location and jurisdiction (e.g., whether a local green building ordinance is in effect).
To receive a written, signed proposal for our services on a project, we will also need:
  • A scaled set of hard copy drawings and relevant specifications; and/or CAD drawings in *.DWG Autocad or *.pdf format and electronic specifications; and,
  • An e-mail address or phone number where we can reach you to answer questions we have before we can give you a firm fee proposal.
Use the Upload Project Drawings button to send us project information.
First-Time and Returning Clients
For clients with whom we have no previous credit history, or with whom we have not worked for over three years, we require the following for the first project only:
Low-rise Residential Project Proposal Requirements
  • Licensed designers and contractors must pre-pay one half the estimated amount and pay the remaining fee C.O.D. for all work completed;
  • Homeowners and other building owners must pre-pay the full estimated amount before we begin the project.
After the first project, payment terms are Net 30 on all subsequent invoices.
FREQUENTLY ASKED QUESTIONS (FAQS)
When does a building project require a Title 24 Part 6 analysis and report?
Whenever any of the following conditions are met, a project requires a Title 24 Part 6 energy compliance analysis and appropriate permit documentation:
  • Whenever there is any new habitable space regardless of size, including unconditioned nonresidential spaces with new indoor lighting;
  • Whenever there is an increase in the conditioned floor area of the building(s);
  • Whenever an existing unconditioned space such as a garage or attic is converted to conditioned space;
  • Whenever an existing heated space is legalized (e.g., a basement family room being permitted as habitable space);
  • Whenever fenestration (i.e., windows, French doors, skylights) in a residential alteration does not meet the minimum U-Factor and SHGC prescriptive requirements; or if more than 75 sq.ft. of fenestration is being added and the total fenestration area will be > 20% of the floor area;
  • Whenever a residential gas water heater is replaced with an electric resistance water heater, or a gas furnace is replaced with an electric resistance heater;
  • Whenever fenestration (i.e., windows, French doors, skylights) in a nonresidential alteration does not meet the minimum U-Factor, SHGC and VT prescriptive requirements; or if more than 150 sq.ft. of fenestration is being replaced, or more than 50 SF of fenestration is added.
  • Whenever 10% or more of the indoor lighting fixtures in the permitted area of a nonresidential building are replaced, or when there is an increase in the total installed watts in the permitted area;
  • Whenever 10% or more of the outdoor lighting fixtures for a particular lighting application associated with the permitted area of a nonresidential building are replaced, or when there is an increase in the total installed watts for a particular lighting application in the permitted area; and,
  • Whenever nonresidential or high-rise residential mechanical heating and/or cooling equipment is installed for the first time or replaced with new equipment.
What is conditioned space?
Conditioned space is any enclosed area with at least 10 Btuh/sq.ft. of mechanical space heating or 5 Btuh/sq.ft. of mechanical space cooling. The space may be either directly or indirectly conditioned.

Is Title 24 energy compliance documentation required for very small additions?
Yes. Title 24 energy compliance documentation is required whenever there is any new directly conditioned or indirectly conditioned space. Low-rise residential additions less than 400 sq.ft. with up to 75 sq.ft. or 30% of new fenestration (glazing) – whichever is greater -- may be able to comply using a simple prescriptive addition approach instead of a more comprehensive computer energy analysis.