building and planning departments
TRANSCRIPT
Building and Planning Departments
How to present plans to desk staff and get them approved.
v.JULY2017
The Energy Code Compliance Process
Just three basic steps:
Determine what is required Install it Verify it
The Energy Code Compliance Process
The energy forms facilitate this process
CF1R – Certificate of Compliance CF2R – Certificate of Installation CF3R – Certificate of Verification
The Energy Code Compliance Process
In other words:
CF1R – What’s required CF2R – What’s installed (ALL measures) CF3R – What’s verified (HERS measures)
How to present plans to desk staff and get them approved.
v.JULY2017
Contents of a Complete Submittal Package
Architectural Plans Must accurately describe the scope of project:
– New construction – Addition
• New vs. Existing • Don’t forget HVAC and water heating
– Alteration • Renovation of an existing building and/or components
– Addition and/or Alteration • E+A+A • Addition Alone
Contents of a Complete Submittal Package
Architectural Plans Must accurately show areas and orientation/direction:
– Fenestration (windows, sliding glass doors, skylights, etc.) – Overhangs/sidefins – can greatly reduce solar gains – Opaque surfaces
• Walls, floors, ceilings, doors, etc.
Contents of a Complete Submittal Package
Architectural Plans Must accurately show construction details:
– Assemblies • Framing • Headers – Indicate structural single headers with QII • Trusses – Indicate truss heel/energy heel height • Sheathing and cavity insulation
– Continuous air barrier
Contents of a Complete Submittal Package
Architectural Plans Must accurately show locations of:
– Ducts and HVAC equipment • ACCA J/S/D required (or equal) for all entirely new systems • Full duct layout (HVAC plans)
– Water heater – IAQ fans (mandatory) – Whole house fans (optional) – Lighting and controls – Solar PV, Solar Thermal Systems, Battery Systems
Contents of a Complete Submittal Package
Equipment Specifications • HVAC – type, number, size, efficiency, MERV rating of air filters • Water heating– type, number, size, efficiency, distribution (if energy
efficient) • Drain water Heat Recovery Systems (new option 2019) • IAQ fans– type, number, size, efficiency, balanced vs. exhaust only
vs. supply only • Whole house fans– type, number, size, efficiency, NFA • Windows– type, number, size, NFRC values (U-factor, SHGC) • Lighting & Controls
Contents of a Complete Submittal Package
Title-24 Energy Calculations (CF1R-PRF-01) Usually part of the plan set sheets. General information – Check for accuracy
– City, climate zone – Building type (single family, multi family, etc.) – Project Scope – Conditioned Floor Area (CFA) – Code cycle/ Standards Version – Software used – EnergyPro, CBECC-Res – Natural Gas available? – Glazing percentage (total glazing area divided by CFA)
Contents of a Complete Submittal Package
Title-24 Energy Calculations (CF1R-PRF-01) • Compliance margin – gives you an idea of “room for error” • HERS Feature Summary • Areas and orientations – Windows and opaque surfaces • Performance values – U-factors, R-values, SHGC, • HVAC – system type, # of systems, efficiency, duct location and
R-values • Water heating – system type, # of systems, efficiency, pipe
insulation • Fans
Building and Planning Departments
What desk staff should look at and how they will check. (Plan Check)
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What desk staff should look at and how they will check.
Plan Checkers are very busy • Energy code is complicated • They have many other codes to check. • Just because they don’t catch something, this does not
mean it’s OK to build house wrong. (It also doesn’t mean that someone isn’t liable for it later on.)
• Everyone has some responsibility.
What desk staff should look at and how they will check.
Is Project Registered? • CF1R-PERF-01 will indicate which
provider (watermark) • Log into HERS registry and make sure
it is there. • Specifying wrong jurisdiction is a
common error especially for counties. • Registration ensures proper tracking of
all compliance documentation
What desk staff should look at and how they will check.
Energy Calculations must MATCH Architectural Plans and Equipment Specifications
• General information • Areas and orientations – Windows and opaque surfaces • Performance values – U-factors, R-values, SHGC, • HVAC – system type, # of systems, efficiency, duct location and R-
vales • Water heating – system type, # of systems, efficiency, pipe
insulation • Fans • Etc.
Building and Planning Departments
What Field Performance Checks Should Look Like
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What Field Performance Checks Should Look Like
Field Inspectors are very busy • Energy code is complicated • They have many other codes to check. • Just because they don’t catch something, this does not
mean it’s OK to build house wrong. (It also doesn’t mean that someone isn’t liable for it later on.)
• Everyone has some responsibility. • (Sound familiar?)
What Field Performance Checks Should Look Like
CF2R – Certificate of Installation • Signed affidavit. • All features. HERS and Non-HERS • Building departments can/should/will use the HERS
Registry Project Status Report (PSR) to make sure these all get completed and signed
What Field Performance Checks Should Look Like
CF3R – Certificate of Verification • HERS Features Only • Proof that features passed a special test or inspection
performed by a 3rd party special inspector. • Building departments can/should/will use the HERS
Registry Project Status Report (PSR) to make sure these all get completed/signed
HERS Raters are Special Inspectors • Like other special inspectors, HERS raters
need to work closely with the building department.
• HERS raters assist the building department to enforce the Energy Code.
• Raters are a cross between a cop and a coach.
What Field Performance Checks Should Look Like
Project Status Report Printed Version
• Layout is regulated by CEC. • All providers are required to
provide a PSR. • ~ Two pages • CF1Rs • CF2Rs • CF3Rs
“All Green Dots!”
Building Envelope
QII – Quality Insulation Installation (HERS measure) • A prescriptive measure for 2019 Code. • The house that sets your target has QII. • Not mandatory, but hard to pass without it. • Very thorough inspection of insulation and air barrier.
• Google search: CalCERTS QII Handbook
Qualification Requirements for PV and Batteries
PV – System Output 150.1(c)14 and Joint Appendix JA11 (2019)
• Panel type • Panel size • Number of panels • Orientation/tilt • Shading
• There will be CF2Rs and Monitoring
Recommended Process - New Construction Projects
1. At time of permit application, make sure project is registered (uploaded to a registry).
2. Make sure you can find it in the registry. If not, make sure correct jurisdiction was selected, and it has been transferred to a “Project.”
3. Plan check: Make sure CF1R matches plans; especially windows! 4. Field Inspection: Use Project Status Checklist. Spot check CF2Rs
for accuracy. Does it match installed features? 5. Require “All Green Dots” prior to Certificate of Occupancy.
Resources
• www.calcerts.com – information about the CalCERTS registry and becoming a HERS rater, find a HERS rater
• 916-985-3400 ext “*” for Registry Tech Support • 916-985-3400 ext “#” for Field Support
• www.energy.ca.gov/title24 – information about the energy codes, code books, compliance manuals, forms, etc.
• www.cabec.org (California Association of Building Energy Consultants) – Information about various certifications, find an energy consultant
Contact Info
Russell King, M.E.
CalCERTS, Inc. Sr. Director of Technical Services
916-747-3792 [email protected]