2008 updates & changes presentation

Energy Code Works, Inc.

Title-24 Building Energy Standards

Mark Madison CEPE, CEA, AEE, HERS Rater, GreenPoint Rater, ResNet Rater, Member CABEC, CHEERS

www.energycode.com Energy Code Works, Inc.

Scope of this Class

Changes to Envelope Requirements1

Changes to HVAC Requirements2

New Residential Lighting Requirements3

Impact of Time Dependant Valuation (TDV) 4


Scope of this Class

New Ventilation Requirements 5

New HERS Credits6

New Forms & Registration Requirements7

Q&A 8


2008 Building Energy Standards

Effective date: January 1, 2010

Some cities and counties can accept 2008 Title-24 compliance calculations prior to January 1, 2010. Most won’t

Benefits of using 2008 Standards now (tract projects) Current projects that might slip past January1 date should be

analyzed using 2008 Standards to avoid surprises later.



Effective date: January 1, 2010



Brief History of Title-24

1976 California Energy Commission created 1977 Warren-Alquist Act “The standards shall be cost effective” “C.E.C. shall periodically update the

standards and adopt revisions when deemed necessary”

Al Alquist



Brief History of Title-24 1978 Standards 1980 Standards 1982 Standards 1984 Standards 1986 Standards 1987 Standards 1988 Standards 1992 Standards 1995 Standards 1998 Standards 2001 Standards 2005 Standards



Brief History of Title-24 1st edition of Title-24

Building Energy StandardsJuly 26, 1978, 114 pages



Brief History of Title-24 1978 Prescriptive Requirements



Brief History of Title-24 Current 2005 Prescriptive Requirements



Brief History of Title-24 Result of 30 years of Title-24 Standards:



Brief History of Title-24 2008 Title-24 Energy Standards Standards : 166 pages Residential Manual: 522 pages Non-Res Manual: 901 pages Appendixes: 352 pages Appliance Efficiency Regs: 238 pages Title-24 ACM Manual: 212 pages HERS Manual: 106 pages HERS Regulations: 24 pages Total: 2521 pages



Brief History of Title-24 1978 thru 1998 Title-24 fairly low priority concern in plancheck process 2001 Standards changed all that Tighter code/HERS Measures/City Requirements have made Title-24 a

priority best addressed early in design stage Utility Incentive Programs also use Title-24 as yardstick to qualify

submittals into their programs. 2008 bottom line:

Title-24 needs to be incorporated early into the building design process Title-24 is not over when permit is issued All in design team need to be well versed in Title-24 requirements,

HERS measures, forms and inspections, coordination is critical.



Brief History of Title-24 Compliance forms have grown exponentially

1978, 2 pages 2008 CF-1R, MF-1R, CF-6R total 68 pages! Minimum of 8 and up to 24 pages on the drawings



Future of Title-24


Scope of this Class





www.energycode.com www.energycode.com

Compliance Paths

Two compliance paths available

Prescriptive Performance


Compliance Paths

Two compliance paths available


Mandatory Measures

Performance Path

Prescriptive Path


Compliance Paths

Advantages/Disadvantages


Prescriptive Path

Performance Path

AdvantagesSimpleEasier to useEasier to plancheckDisadvantagesLack of flexibilityIgnores many energy saving strategiesNo trade-offsCannot use for incentive programs thatrequire performance based reports

AdvantagesFlexibilityTrade-offs galoreCan model wide variety of energy saving features and strategiesOutput available for plancheck and other incentive programsDisadvantagesSoftware expenseNot easy to use or learnLarger report/formsMore difficult to plancheck


Building Envelope

Walls, floors, ceiling assemblies

Windows, glass doors, skylights

When required, testing and certification, & labeling requirements, where required.


Building Envelope

Current 2005 Prescriptive Requirements


Building Envelope

New 2008 Prescriptive Requirements


Building Envelope


Must use envelope assemblies from tables in Residential Appendix to quantify R-value/U-factor for assemblies


Building Envelope



Building Envelope


Change from wood framing to metal framing can significantly affect compliance.Wood and metal framing not interchangeableMetal framed construction generally will require a exterior rigid insulating board


Building Envelope



Building Envelope


Bottom Line:Prescriptive insulation levels remain essentially unchanged from 2005 standards

Big change…..Fenestration requirements


Building Envelope

Current 2005 Prescriptive Requirements


Building Envelope



Building Envelope


Two allowable methods for determining window & door performance:

NFRC procedures/labels or…

Use default tables (116-a & 116-b)


Building Envelope

NFRC tested w/labels


Building Envelope


Building Envelope

Default tables approach

Default tables 116-a & 116-b


Building Envelope


2008 Package D


Building Envelope


Package D vs. Default tables (U-factor)


Building Envelope


Package D vs. Default tables (SHGC)


Building Envelope


Package D vs. NFRC labels


Building Envelope


0.40 U-factor/0.40 SGHC vs. available products


Building Envelope


0.40 U-factor/0.40 SGHC vs. Energy Star requirements


Building Envelope


Bottom Line:

Prescriptive U-factor requirements almost 30% more stringent than 2005 code

2008 Standards will force you to use NFRC Labels

Significant penalty for using default tables

Relatively easy to hit 0.40 UF/SHGC target

Energy Star target of 0.30 UF/SHGC is driving window manufactures product more than California’s Title-24


Building Envelope

When required, where required, testing, certification & labeling

In 2008 code required prescriptively in all climate zonesNew, addition & alterations


Building Envelope


Energy Star Cool Roof does not qualify in California

Must be certified & labeled by the Cool Roof Rating Council

Roof tear-offs will trigger cool roof requirement, however….


Building Envelope


Tradeoffs to avoid cool roof requirement:

1. Buildings with no ducts in attic or,2. Radiant barrier in the attic or,3. R-30 attic insulation; or,4. If in Climate zones 10, 11, 13, and 14 R-3 or greater roof

deck insulation or,5. Existing ducts insulation, sealed and HERS duct tested or,6. Use performance approach and utilize trade-offs and…


Building Envelope


Exemptions to cool roof requirement:Roof areas covered by building integrated photovoltaic panels and solar hot water panels and roofs with existing roof ballasts w/weight of 25 lb/ft2 are exempted from cool roof requirement.


Scope of this Class






HVAC

Minimum AFUE, SEER, EER

SEER vs EER

Prescriptive requirementNo prescriptive alternativesHVAC change-outs

Refrigerant Charge MeasurementCooling Coil AirflowFat Watt Draw


HVAC

Appliance Efficiency Regulations set HVAC efficiency minimums in Prescriptive Packages


HVAC

Prescriptive Packages refer to Appliance Efficiency Regulations minimums


HVAC


SEER vs EER


HVAC


SEER vs EER

Questions:

What is the difference between EER and SEER?

Why does it matter?


HVAC


SEER vs EER

EER is measured at 80 degrees indoor air running continuously

SEER is measured by using the EER and factoring in the same unit running under a lighter load (80 degrees indoor, 82 degrees outdoor and cycling on and off


HVAC


SEER vs EER

Why this matters:

Possible for two units with the same SEER to have different EERs

For two units with a given SEER the one with the higher EER will be more efficient

EER’s higher than 10 require HERS verification

Take time to verify SEER and EER


HVAC


SEER vs EER

Why this matters:

EER higher than 10 will trigger a HERS credit in the Title-24 compliance calculations

Will also appear on the CF-1R as a HERS measure required verification and a CF-4R


HVAC


SEER vs EER

Bottom Line:Minimum efficiency levels remain essentially unchanged from 2005 standards. EER more important

Big change…..Duct testing, Refrigerant Charge Measurement, Cooling coil airflow & Fan Watt Draw


HVAC



HVAC


TXV verification or higher EER alternatives no longer options to avoid duct sealing & testing

Performance approach is an option to tradeoff against duct sealing & testing


HVAC


HVAC change-outs

Ducts must be sealed and tested under any of the following circumstances:


HVAC


HVAC change-outs

1. Air handler installed or replaced2. Outdoor condensing unit installed or replaced3. Cooling or heating coil installed or replaced4. Furnace heat exchanger installed or replaced5. When existing duct systems are altered in

climate zones 2, 9, 10, 11, 12-16


HVAC

Heating

Cooling

HVAC Equipment Sizing

Heating

The Standards do not set limits on the sizing of heating equipment, but they do require that heating loads be calculated for new heating systems Acceptable load calculation procedures include methods described in the ASHRAE Handbook –Equipment, ASHRAE Handbook – Applications, ASHRAE Handbook –Fundamentals, SMACNA Residential Comfort System Installation Manual, or ACCA Manual J.”


HVAC

Heating

Cooling

HVAC Equipment Sizing

Cooling

“Just as for heating equipment, the Standards do not set limits on the size ofcooling equipment, but they do require that cooling loads be calculated for newcooling systems. Avoiding over sizing is especially important for coolingequipment because efficiency degrades when the system cycles on and offfrequently.

The Standards offer a compliance credit when the installed air conditioningequipment is sized in accordance with the Reference Residential Appendix RA1Maximum Rated Cooling Capacity for compliance credit sizing calculations. AHERS rater field verification is required to confirm that the installed equipmentconforms to the sizing criteria as reported on the CF-1R.”


HVAC

Refrigerant Charge MeasurementCooling Coil AirflowFan Watt Draw

Prescriptive Package Requirements

Refrigerant charge MeasurementClimate zones 2 and 8-15 (split systems only)

Cooling Coil Airflow (greater than 350 cfm per ton)Climate zones 10-15

Fan Watt Draw (less than 0.58 watt per cfm)Climate zones 10-15


HVAC



HVAC


Three acceptable methods for proper refrigerant charge:

1. Super-heat2. Sub-cooling3. Weighing of refrigerant


HVAC



1. Super-heat Uses temperature differences in evaporator section to determine proper charge


HVAC



2. Sub-cooling Similar to superheat but happens in condensing portion of system.


HVAC



3. Weighing of refrigerant Using manufacturers recommendation on unit (6lbs 5oz etc)


HVAC


Un-acceptable methods for proper refrigerant charge:

4. Instinct, pressures, experience, beer can cold method


HVAC


All three methods acceptable but must be verified by HERS rater

1. Invasive method (Gauges)2. Non-invasive method (superheat/subcool)


HVAC


Temperature Measurement Access Holes (TMAH)

Package C & D require HERS verification of proper refrigerant charge

HVAC installer must provide TMAH


HVAC



HVAC


Two permanently installed temperature sensors, one mounted on evap coil and one mounted on condenser coil.

Must be type K with plug leading to outside of equipment accessible to HERS raters without any disassembly


HVAC


HVAC contractor must provide pressure and temperature access holes of specific size in specific locations and label these holes.

This mandatory for HERS rater to later verify RCM, CCA and Fan Watt Draw


HVAC


Cooling Coil Air Flow and Fan Watt Draw hole for Static Pressure Probe


HVAC



HVAC


2008 Appendix RA-3 page 3-11


HVAC


HVAC Change-outs

Climate zones 2 and 8-15 new or replacement split a/c units or heat pumps RCM required with HERS verification

Applies also when components of existing HVAC system such as outdoor condensing unit or indoor coil are replaced


HVAC


HVAC Change-outs

Climate zones 10-15 when new or replacement space conditioning system is installed CCA and FWD required with HERS verification

This is a prescriptive requirement, can be traded-off using performance approach


HVAC


Bottom line

Will require good coordination with HERS rater for all three HERS HVAC measures. Choice: Invasive (gauges) or non-invasive.

HVAC contractors will need to become familiar with testing procedure for all three HERS measures.

CF-6R HVAC forms will need to be filled out prior to HERS verification tests

Will need system in place for providing sensors, temperature and pressure access holes w/labels for HERS raters


Scope of this Class






Residential Lighting

50% RuleHigh EfficacyNew allowances

#1 Bathrooms, Garages, Laundry rooms, closets & utility rooms

#2 Other Rooms

Minimum efficacy

Required controls




50% rule remainsNo limit to kitchen lighting wattsHowever 50% of total installed lighting watts must be high efficacy

High efficacy fixtures switched separately from incandescent or low efficacy fixtures




What is high efficacy?Table 150-C provides definition




What is high efficacy?Table 6-2 for LED efficacy

LED fixtures must be C.E.C. CertifiedNot all LED fixtures are high efficacy




New rules

Blank electrical boxes calculated as 180 watts low efficacy

Assumed wattage for recessed lumenaires




New rules

New wattage assumptions for CF or HID fixture that can accommodate a variety of lumenairesFor example 26w, 32w & 42 watt fixture

26w + 32w + 42w = 100w divided by 3 = 33.33wThen use wattage of lumenaire initially installed




New allowances1. Additional low efficacy wattage allowance

Only available after 50% efficacy rule met2. Kitchen has manual on vacancy sensors or dimmers3. High efficacy lumenaires and vacancy sensors in garages,

laundry rooms, closets and utility rooms




New allowancesInternal cabinet lighting allowance

20 watts per linear foot of illuminated cabinet Must be interior to cabinet and illuminated the inside of cabinet




Kitchen Lighting DocumentationNo more WS-5R (1 page)New form: CF-6R-LTG-01 (3 pages)Includes other rooms, outdoor lighting



New form:CF-4R-LTG-1Not submitted at plan-check



CF-4R-LTG-1For 2008not submitted at plan checkNow a constructiondocument



2005 StandardsWS-5R is currently submitted at plan check




#2 Other Rooms

Bathrooms, Garages, Laundry Rooms, closets (less than 70 sq. ft.) & utility roomsRules unchanged for 2008

Fixtures must either be:High efficacy or, Controlled by a vacancy sensor

An occupancy sensor does not necessarily qualify as a vacancy sensorMust be manual on, auto-off




#2 Other Rooms

AtticsRegardless of square footage attics are considered “other spaces”High efficacy fixture with regular switch or…Incandescent with dimmer or vacancy sensor




#2 Other Rooms

Enclosed Patio (unconditioned)Also considered “other space”High efficacy fixture with regular switch or…Incandescent with dimmer or vacancy sensor



Minimum efficacy

Required controls

Permanently mounted to the buildingRules slightly changed for 2008

Fixtures must either be:High efficacy or controlled by one of the following:



Minimum efficacy

Required controls



Minimum efficacy

Required controls

Motion Sensor requirementsAuto-on & Auto-offMust include photocell controlMust provide regular switch for manual operationMust comply with 30 minute shutoff requirement



Minimum efficacy

Required controls

Exempt outdoor lighting

Any fixtures not attached to buildingDecorative landscape lightingPool/Spa lighting


Scope of this Class






TDV


New for 2008 Residential Standards

Previous versions of Title-24 did not account for time-of-use patternsTDV accounts for variations in cost related to time of day, seasons, geography, fuel type2008 Standards now places a higher value on energy savings during high cost timesEncourages designs that will reduce peak loads thru-out California.


TDV


Example:Single family residence1800 sq. ft.Package D parameters


TDV


Example:SFR residence1800 sq. ft.Package D


TDV



1ST Perf RunFront facing N


TDV



2nd Perf RunMultiple Orientations


TDV


Bottom Line for 2008

Building designs that generate high heating/cooling loads during peak energy cost periods will be severely penalized

Electric multipliers for 2008 up to 50 verses 20 in 2005 standards

Gas multipliers for 2008 up to 1.5 vs. 1.0 in 2005 standards

Upside: Energy saving features, strategies that reduce peak loads are rewarded greatly

TDV ignored using prescriptive approach in Residential Standardsbreak


Title-24 Building Energy Standards

Break


Scope of this Class


New HERS Credits6


Q&A 8


Ventilation


8

ASHRAE 62.2-2007•Requirements for local ventilation (bathrooms/kitchens)

•100 cfm range hoods/50 cfm for bath fan

•Why? Windows not being used for ventilation

•All low-rise residential buildings required to have whole house ventilation

•Window operation not a permissible method

•Mandatory measure


Ventilation


8

ASHRAE 62.2-2007 scope:•Kitchens/bathrooms have local exhaust vented to outdoors•Clothes dryer vented to outdoors•Combustion appliances properly vented and air systems designed to prevent backdrafting•MERV 6 filters in HVAC system•Ventilation fans must meet sound requirements

Continuously operation: 1.0 soneIntermittent fans: 3.0 sone

Additions smaller than 1000 sq. ft. exempt


Ventilation


8

ASHRAE 62.2-2007

What is a sone?


Ventilation


8

ASHRAE 62.2-2007

What is a sone?

A Sone is a measurement of sound in terms of comfortable hearing level for an average listener. The lower the sonevalue, the more comfortable the listening environment. Sones are not decibels or volume, but rather how sound is "sensed". One sone is the equivalent of a quiet refrigerator.

First proposed by Stanley Smith Stevens in 1936.


Ventilation


8

ASHRAE 62.2-2007Three generic solutions to meeting outside air ventilation requirements 1. Exhaust Ventilation2. Supply Ventilation3. Combination supply/exhaust


Ventilation


8

ASHRAE 62.2-2007Exhaust ventilation


Ventilation


8

ASHRAE 62.2-2007Supply ventilation


Ventilation


8

ASHRAE 62.2-2007Combination supply/exhaust ventilation


Ventilation


8

ASHRAE 62.2-2007Ventilation flow rate calculation

One cubic foot per minute (cfm) for each 100 sq. ft. of floor area plus 7.5 cfm for each occupant. The number of occupants = the number of bedrooms plus one person:


Ventilation


8


Question: What is the required continuous ventilation rate required for a 3 bedroom, 1,800 sq. ft. townhouse?

Formula:One cubic foot per minute (cfm) for each 100 sq. ft. of floor area plus 7.5 cfm for each occupant. The number of occupants = the number of bedrooms plus one person:


Ventilation


8


Question: What is the required continuous ventilation rate required for a 3 bedroom, 1,800 sq. ft. townhouse?

Answer:48 cfm. 1800/100 = 18 cfm

+ 3 (bedrooms) + 1 (person) x 7.5 cfm = 30 cfm30 cfm + 18 cfm = 48 cfm


Ventilation


8


Question: How would you satisfy this 48 cfm ventilation requirement?


Ventilation


Answer:50 cfm continuously operating local exhaustin one of the bathroomsThis also is the minimum cfm required for the local exhaustportion of ASHRAE 62.2


Question: How would you satisfy the 48 cfm ventilation requirement?


Ventilation


8


Intermittently operating fans will be required to have a larger cfm airflow to makeup for the fewer hours of fan operation.Required air flow rate can be 10 to 20 times greater when fans operate less than 6 hours per day.


Ventilation


8

ASHRAE 62.2-2007Intermittent fan flow rate calculation


Ventilation


8

ASHRAE 62.2-2007Controls and Operation

Must have override control readily accessibleIf intermittent fans are used must use timer


Ventilation


8

ASHRAE 62.2 documentation

What does this mean for the designer?

Note blockCalcsSpecsDetails on HVAC plans if incorporated into HVAC systemCF-6R MECH-5 (at inspection)Who will perform the ventilation calcs? (Title-24 consultant, HVAC designer, architect, etc)


Ventilation


8

ASHRAE 62.2 documentation


Scope of this Class


New HERS Credits6


Q&A 8


Refrigerant Charge

Low Leakage AHU

Supply Duct Credits

Supply Duct

Location

Duct Sealing •Sealed and HERS verified less than 6% supply fan flow•Change-outs: 15% or less of fan flow

• Conditioned space, buried ducts

• Reduced surface area.

• NEW CEC certified AHU w/less than 2% leakage.Duct sealing & testing also required.

•CHANGED Refrigerant charge verified using one of three methods Invasive, non-invasive & CID. No TXV to trade against

HERS Measures


Cooling Capacity

High EER

Fan Watt Draw

CCA

CID • NEW Charge Indicator Device

• NEW Requires air handling units maintain supply airflow greater than 350 cfm per nominal ton of cooling capacity across the coil

• NEW Requires fan watt draw less than 0.58 watts per cfm

• HVAC condenser & coil correctly matched to achieve high EER (above 10)

•Credit for A/C equipment having cooling capacity that meets calculated maximum cooling load.

HERS Measures


Photovoltaic

QII

Envelope Sealing

Ice Storage

A/C

Evap Cooled Condensers

• NEW Improves EER, water use limits & duct sealing, air flow, and refrigerant charge verification required.

• NEW Shifts peak energy use to off-peak hours (Ice Bear) Additional HERS measures required

• Sealing, caulking, gaskets. Verified by HERS blower door test.

• Framing stage field verification then insulation stage verification.• New QII verification for Spray Polyurethane Foam

• Not a Title-24 credit, New Solar Home Program requirement• HERS PV verifications required.

HERS Measures


PhotovoltaicQII

Fan Watt Draw

Cooling Coil Airflow

Refrigerant Charge

Duct Sealing

HERS Measures

HERS Measures most commonly specified for 2008:


PhotovoltaicQII

Fan Watt Draw


Refrigerant Charge

Duct Sealing

HERS Measures

HERS Measures additional benefits

•HVAC installation quality control

Most ducts leak better than 25% of supply fan flow (new construction)

Most do not understand ramifications of duct leak (supply side & return side leaks)

•Reduces indoor air pollution

•Increased HVAC system efficiency


PhotovoltaicQII

Fan Watt Draw


Refrigerant Charge

Duct Sealing

HERS Measures

Duct Sealing benefits


PhotovoltaicQII

Fan Watt Draw


Refrigerant Charge

Duct Sealing

HERS Measures


•EnergyStar studies verify that over 75% of installed cooling equipment have improper refrigeration charge

Lowers efficiency by 5 to 20%

Causes premature failure

Most do not understand ramifications of duct leak (supply side & return side leaks)

•Reduces indoor air pollution

•Increased HVAC system efficiency


PhotovoltaicQII

Fan Watt Draw


Refrigerant Charge

Duct Sealing

HERS Measures


•CCA credit addresses poorly design duct system, fewer bends, short, direct runs that maximize airflow•Goal: 350 cfm per ton in cooling mode•Test performed by HVAC contractor•Verified by HERS rater


PhotovoltaicQII

Fan Watt Draw


Refrigerant Charge

Duct Sealing

HERS Measures


•Fan Watt Draw also seeks to improve poorly design duct system, fewer bends, short, direct runs that maximize airflow•Goal: 0.58 watts per cfm of airflow•Test using watt meter performed by installer•Verified by HERS rater


PhotovoltaicQII

Fan Watt Draw


Refrigerant Charge

Duct Sealing

HERS Measures


•HVAC installation quality controlFewer than 10% of HVAC systems have permits pulled30-50% not installed properly

•Insulation installation quality control

•Compliance failures have led to an estimated 20-30% increase in peak energy needed on hot summer afternoons.

•Estimated 30% of energy savings potential of energy codes is lost due to non-compliance.

•Inadequate understanding of degradation in performance due to poor installation


Scope of this Class


New HERS Credits6


Q&A 8


Compliance Forms

CF-6R Installation CertificateCF-4R Field Verification/HERS

CF-1R PerformanceMF-1RCF-SR

CF-1R NewCF-1R AdditionCF-1R AlterationMF-1RCF-SR Solar Hot WaterWS-1R Thermal MassWS-2R Weighted AverageWS-3R SHGC

Prescriptive Performance Installation


Compliance Forms


Prescriptive


Compliance Forms


Prescriptive

Roles & ResponsibilitiesDocumentation AuthorSignature certifies documentation is accurate & completeNot responsible specification of the building design features


Compliance Forms


Prescriptive

Roles & ResponsibilitiesDesignerResponsible for overall building designResponsible for specifications on CF-1RSubject to California Business & Professions Code


Compliance Forms

CF-1R NewCF-1R Addition NEWCF-1R Alteration NEWMF-1RCF-SR Solar Hot WaterWS-1R Thermal MassWS-2R Weighted AverageWS-3R SHGC

Prescriptive


Compliance Forms


Prescriptive

2005 MF-1R 2 pagesCheck boxes


Compliance Forms


Prescriptive

2008 MF-1R 3 pages


Compliance Forms


Prescriptive

2008 MF-1R

Mandatory measures on MF-1R form will constitute minimum component performance specifications even if not called out elsewhere on plans

Other measures on CF-1R may supersede minimum measures on MF-1R form


Compliance Forms


Prescriptive


Compliance Forms


Performance

5 pages instead of 3


Compliance Forms


Performance

Part 2 should be filled out


Compliance Forms


Performance

Electronic signatures will be common and unavoidable with registration


Compliance Forms


Installation

CF-6R Installation forms

Reworked significantly

Now include measures previously on MF-1R and other forms (WS-5R)

Separated into Envelope, Lighting & HVAC


Compliance Forms


Installation


Purpose of CF-6R forms?

“To verify that the contractor is aware of the requirements of the building energy standards and they have followed the CEC approved procedures for installation”


Compliance Forms


Installation


Who fills out CF-6R forms?

General contractor or;Specialty subcontractors

When are they submitted?

Not at plan check


Compliance Forms


Installation


Completed and signed CF-6Rs must be posted at building site for review by inspectors. Required for final inspection

Some CF-6R always require HERS verification

Some do not

HERS rater will need the completed CF-6R forms before they can fill out their CF-4R forms.

When registration is required CF-6R’s must be available


Compliance Forms


Installation


Compliance Forms


Installation

CF-6R example


Compliance Forms


Installation

CF-6R example

Contractor responsible for repairs necessary to pass HERS verification tests


Compliance Forms


Installation


Also…They are legally binding document


Compliance Forms


Installation

CF-6R bottom line:

CF-6R forms a major part of Title-24 compliance now. The real “teeth” in the new code.

Contractors need to be familiar with CF-6R forms and have information gathered to fill out form.

Also will need to review CF-1R during bid process to determine if any HERS measures will affect their work

Will require coordination between Designer, Title-24 consultant and HERS raters

CF-6R forms filled out by hand will be unwieldy because of requirements to file electronically

Will need a system to provide documentation package to inspector, HERS rater, & homeowner & registry if necessary

Homeowner receives CF-1R,CF-6R, CF-4R, operation & maintenance information for all features and devices.


Compliance Forms


Installation


Responsibility of HERS Rater

Certificates of Field Verification and Diagnostic Testing

CF-4R filled out by hand not acceptable

Question: Can the homeowner sign the CF-6R form(s)?


Compliance Forms


Installation




Compliance Forms


Installation



Answer: yes


Compliance Forms


Installation


Compliance Forms


Installation

Certificate of Compliance (CF-1R)

Prepared by Title-24 consultant or designer

Submitted to plancheck and approved copy provided to General

Contractor


Compliance Forms


Installation

Certificate of Installation (CF-6R)

Filled out by contractor and sub-contractors

Provided to inspector & HERS Rater & later to the homeowner



Submitted to plancheck and approved copy provided to General

Contractor


Compliance Forms


Installation

Certificate of Verification and Diagnostic (CF-4R)

Completed by HERS Rater Registered with CHEERS or Calcertsand copy provided to contractor

Certificate of Installation (CF-6R)

Filled out by contractor and sub-contractors

Provided to inspector & HERS Rater & later to the homeowner



Submitted to plancheck and approved copy provided to General Contractor


Compliance Forms


Installation


Compliance Forms

CF-6R Installation CertificateCF-4R FieldVerification/HERS

Installation


Compliance Forms


Installation

CF-4R bottom line:

CF-4R also forms a major part of Title-24 compliance now.

Many HERS verifications are now baseline, required on most projects

Contractors will need to know their responsibilities related to different HERS measures

Contractors need to inspect and test their workHERS raters verifies

Good coordination essential. HERS rater will need to be contacted well ahead of required inspections

Good record keeping crucial

CF-4R major part of utility incentive programs


Compliance Forms


Installation

CF-4R bottom line:

HERS raters must maintain independence


Compliance Forms

CF-6R Installation CertificateCF-4R Field Verification/HERSRegistration

Registration

Registration

New concept and new requirement

Introduced in stages thru 2010

January 1, 2010 required for low-rise residential buildings, multiple orientations , & HERS measures

Starting October 1, 2010 registration required for ALL low-rise residential buildings with HERS measures

CF-1R, CF-6R, CF-4R required to be submitted electronically to HERS provider (CHEERS or CalCerts)

Registry available to authorized users of HERS data registry

Includes energy consultants, builders, owners, contractors, installers, HERS raters, building departments, C.E.C.


Compliance Forms

CF-6R Installation CertificateCF-4R Field Verification/HERSRegistration

Registration

Implications:

If registration required building department will require registered copies of CF-1R , CF-6R, and CF-4R that display their unique registration number

Contractors may not be set up to submit their CF-6R forms electronically for registration

Can use services of HERS raters to facilitate transmittal of CF-6R to registry. However contractor is responsible for content of CF-6R and must sign. HERS rater cannot certify information on a CF-6R form.

The days of filling out CF-6R on the hood of contractors work truck are basically over

Good communication and record keeping criticalUse time left to put into place filing system/record keeping system

Registration


Preparation for 1/1/2009

Energy Consultants1

Download Standards, Manual, Appendixeshttp://www.energy.ca.gov/title24/2008standards/index.html

Attend training seminars for approved software

Develop record keeping procedure for registration requirement



Architects/Designers2

Set up drawing files to accept all forms required on plans

Set up note blocks for ASHRAE 62.2 requirements

Requirement for load calcs should be part of HVAC bid-spec

Window selection cannot be put off until building under construction. Using default U-factors/SHGC for plan-check submittals will make it difficult if not impossible to comply.

Bring Title-24 consultant on board early in design stage



HVAC Contractors3

Be prepared to perform rough-in duct testing (4% leakage)HERS rater can do this for you

Provide training to your installers for proper duct sealing, airflow, refrigerant charge to minimize HERS verification failures

Prepare proper load calcs for every job and have documentation ready.

Will need system for providing access holes, sensors, and labeling to avoid holdups in HERS verifications

Be prepared to fill out electronically CF-6R for HVAC new and change-outs

Develop system to record and track CF-6R forms that will be needed later in HERS process or incentive process

Develop good relationship with local HERS rater(s) HERS rater cannot be part of your company in any way shape or form, cannot self-verify. HERS raters are audited annually.



Building Officials4

Download Standards, Manual, Appendixeshttp://www.energy.ca.gov/title24/2008standards/index.html

Building departments will need to set up access to HERS provider data registry.

Understand which documents required at plan-check and which are required at inspection (CF-1R, CF-6R, kitchen lighting, CF-4R)

Forms are much more data intensive. Get familiar with new layout of forms and all the data that is now required. Address wet signature verses electronic signature issue ahead of time.

HERS measures now baseline. Submittals that comply without them should be reviewed closely.

Inspectors will need to be familiar with all of the CF-6R forms.If registration required must be registered CF-6R forms, not filled out by hand.

Training on ASHRAE 62.2 highly recommended. Become familiar with ventilation calculation methods fan/control features that satisfy this requirement. Important for on-site building inspector, not at plancheck.


Mark Madison CEPE, CEA, AEE, HERS Rater, GreenPoint Rater, ResNet Rater, Member CABEC, CHEERS

2008 updates & changes presentation

Documents