2008 Updates & Changes Presentation

Title-24 Building Energy Standards

Energy Code Works, Inc.

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

Scope of this Class

1 Changes to Envelope Requirements

2 Changes to HVAC Requirements

3 New Residential Lighting Requirements

4 Impact of Time Dependant Valuation (TDV)

www.energycode.com Energy Code Works, Inc.

Scope of this Class

5 New Ventilation Requirements

6 New HERS Credits

7 New Forms & Registration Requirements

8 Q&A


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



 1978 Standards
 1980 Standards
 1982 Standards
 1984 Standards
 1986 Standards
 1987 Standards
 1988 Standards
 1992 Standards
 1995 Standards
 1998 Standards
 2001 Standards
 2005 Standards


 1st edition of Title-24
Building Energy Standards
July 26, 1978, 114 pages


 1978 Prescriptive Requirements


 Current 2005 Prescriptive Requirements


 Result of 30 years of Title-24 Standards:


 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


 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.


 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


Compliance Paths

Two compliance paths available

Prescriptive Performance

www.energycode.com www.energycode.com

Compliance Paths

Two compliance paths available

Mandatory
Measures

Path Path


Compliance Paths

Advantages/Disadvantages

Path Path
Advantages Advantages
Simple Flexibility
Easier to use Trade-offs galore
Easier to plancheck Can model wide variety of energy saving features
Disadvantages and strategies
Lack of flexibility Output available for plancheck and other incentive
Ignores many energy saving strategies programs
No trade-offs Disadvantages
Cannot use for incentive programs that Software expense
Prescriptive
require performance based reports Performance use or learn
Not easy to
Larger report/forms
More 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

Requirements

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


Building Envelope

Requirements

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


Building Envelope

Requirements

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

Big change…..Fenestration requirements


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 zones
New, 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.


HVAC

Minimum AFUE, SEER, EER

SEER vs EER

Prescriptive requirement
No prescriptive alternatives
HVAC change-outs

Refrigerant Charge Measurement
Cooling Coil Airflow
Fat 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 change-outs


HVAC

HVAC change-outs

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

HVAC change-outs

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


HVAC

HVAC change-outs

HVAC change-outs

1. Air handler installed or replaced
2. Outdoor condensing unit installed or replaced
3. Cooling or heating coil installed or replaced
4. Furnace heat exchanger installed or replaced
5. 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 of
cooling equipment, but they do require that cooling loads be calculated for new
cooling systems. Avoiding over sizing is especially important for cooling
equipment because efficiency degrades when the system cycles on and off
frequently.

The Standards offer a compliance credit when the installed air conditioning
equipment is sized in accordance with the Reference Residential Appendix RA1
Maximum Rated Cooling Capacity for compliance credit sizing calculations. A
HERS rater field verification is required to confirm that the installed equipment
conforms to the sizing criteria as reported on the CF-1R.”


HVAC

Fan Watt Draw

Prescriptive Package Requirements

Refrigerant charge Measurement
Climate 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

Fan Watt Draw


HVAC

Fan Watt Draw

Three acceptable methods for proper refrigerant
charge:

1. Super-heat
2. Sub-cooling
3. Weighing of refrigerant


HVAC

Fan Watt Draw

Three acceptable methods for proper refrigerant charge:

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


HVAC

Fan Watt Draw


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


HVAC

Fan Watt Draw


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


HVAC

Fan Watt Draw

Un-acceptable methods for proper refrigerant charge:

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


HVAC

Fan Watt Draw

All three methods acceptable but must be verified by HERS rater

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


HVAC

Fan Watt Draw

Temperature Measurement Access Holes (TMAH)

Package C & D require HERS verification of proper
refrigerant charge

HVAC installer must provide TMAH


HVAC

Fan Watt Draw

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

Fan Watt Draw

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
Fan Watt Draw

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


HVAC

Fan Watt Draw

2008 Appendix RA-3 page 3-11


HVAC

Fan Watt Draw

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

Fan Watt Draw

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

Fan Watt Draw

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


Residential Lighting

50% Rule
High Efficacy
New allowances

#1 Bathrooms, Garages, Laundry
rooms, closets & utility rooms
#2 Other Rooms

Minimum efficacy

Required controls


50% Rule
High Efficacy
New allowances

50% rule remains
No limit to kitchen lighting watts
However 50% of total installed
lighting watts must be high efficacy

High efficacy fixtures switched
separately from incandescent or
low efficacy fixtures


50% Rule
High Efficacy
New allowances


50% Rule
High Efficacy
New allowances

What is high efficacy?
Table 150-C provides definition


50% Rule
High Efficacy
New allowances

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

LED fixtures must be C.E.C. Certified
Not all LED fixtures are high efficacy


50% Rule
High Efficacy
New allowances

New rules

Blank electrical boxes calculated as 180
watts low efficacy

Assumed wattage for recessed lumenaires


50% Rule
High Efficacy
New allowances

New rules

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

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


50% Rule
High Efficacy
New allowances

New allowances
1. Additional low efficacy wattage allowance
Only available after 50% efficacy rule met
2. Kitchen has manual on vacancy sensors or dimmers
3. High efficacy lumenaires and vacancy sensors in garages,
laundry rooms, closets and utility rooms


50% Rule
High Efficacy
New allowances

New allowances
Internal cabinet lighting allowance
20 watts per linear foot of illuminated cabinet
Must be interior to cabinet and illuminated the inside of cabinet


50% Rule
High Efficacy
New allowances

Kitchen Lighting Documentation
No more WS-5R (1 page)
New form: CF-6R-LTG-01 (3 pages)
Includes other rooms, outdoor lighting



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



CF-4R-LTG-1
For 2008
not submitted at
plan check
Now a construction
document



2005 Standards
WS-5R is currently
submitted at plan check


#2 Other Rooms

Bathrooms, Garages, Laundry Rooms, closets
(less than 70 sq. ft.) & utility rooms
Rules 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 sensor
Must be manual on, auto-off


#2 Other Rooms

Attics
Regardless 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 building
Rules 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 requirements
Auto-on & Auto-off
Must include photocell control
Must provide regular switch for manual operation
Must comply with 30 minute shutoff requirement


Minimum efficacy

Required controls

Exempt outdoor lighting

Any fixtures not attached to building
Decorative landscape lighting
Pool/Spa lighting


TDV


New for 2008 Residential Standards
Previous versions of Title-24 did not account for time-of-use patterns
TDV accounts for variations in cost related to time of day, seasons, geography, fuel type
2008 Standards now places a higher value on energy savings during high cost times
Encourages designs that will reduce peak loads thru-out California.


TDV


Example:
Single family residence
1800 sq. ft.
Package D parameters


TDV


Example:
SFR residence
1800 sq. ft.
Package D


TDV


Example:
SFR residence
1800 sq. ft.
Package D

1ST Perf Run
Front facing N


TDV


Example:
SFR residence
1800 sq. ft.
Package D

2nd Perf Run
Multiple
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 Standards
break


Title-24 Building Energy Standards


Break

Ventilation


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
8
•Window operation not a permissible method

•Mandatory measure


Ventilation


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
8
Continuously operation: 1.0 sone
Intermittent fans: 3.0 sone
Additions smaller than 1000 sq. ft. exempt


Ventilation


ASHRAE 62.2-2007

What is a sone?

8


Ventilation


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 sone
value, the more comfortable the listening environment.
Sones are not decibels or volume, but rather how sound is
8
"sensed". One sone is the equivalent of a quiet refrigerator.

First proposed by Stanley Smith Stevens in 1936.


Ventilation


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

8


Ventilation


ASHRAE 62.2-2007
Exhaust ventilation

8


Ventilation


ASHRAE 62.2-2007
Supply ventilation

8


Ventilation


ASHRAE 62.2-2007
Combination supply/exhaust ventilation

8


Ventilation


ASHRAE 62.2-2007
Ventilation 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:

8


Ventilation


ASHRAE 62.2-2007

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 plus87.5 cfm for each occupant. The number of
occupants = the number of bedrooms plus one person:


Ventilation


ASHRAE 62.2-2007

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
8
+ 3 (bedrooms) + 1 (person) x 7.5 cfm = 30 cfm
30 cfm + 18 cfm = 48 cfm


Ventilation


ASHRAE 62.2-2007

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

8


Ventilation


ASHRAE 62.2-2007

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

Answer:
50 cfm continuously operating local exhaust
in one of the bathrooms
This also is the minimum cfm required for the local exhaust
portion of ASHRAE 62.2


Ventilation


ASHRAE 62.2-2007

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.

8


Ventilation


ASHRAE 62.2-2007
Intermittent fan flow rate calculation

8


Ventilation


ASHRAE 62.2-2007
Controls and Operation

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

8


Ventilation


ASHRAE 62.2 documentation

What does this mean for the designer?

Note block
Calcs
Specs
Details on HVAC plans if incorporated into HVAC system
CF-6R MECH-5 (at inspection)
Who will perform the ventilation calcs? (Title-24 consultant,
8
HVAC designer, architect, etc)


Ventilation


ASHRAE 62.2 documentation

8


HERS Measures

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

Supply
Duct • Conditioned space, buried ducts
Location

Supply Duct
• Reduced surface area.
Credits

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

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


HERS Measures

CID • NEW Charge Indicator Device

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

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

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

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


HERS Measures

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

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

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

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

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


HERS Measures
HERS Measures most
commonly specified for 2008:

Duct Sealing

Refrigerant
Charge

Cooling Coil
Airflow

Fan Watt
Draw

Photovoltaic
QII


HERS Measures
HERS Measures additional benefits

•HVAC installation quality control
Duct Sealing
Most ducts leak better than 25% of supply fan
flow (new construction)
Refrigerant
Charge Most do not understand ramifications of duct
leak (supply side & return side leaks)
Cooling Coil
Airflow •Reduces indoor air pollution

•Increased HVAC system efficiency
Fan Watt
Draw

Photovoltaic
QII


HERS Measures
Duct Sealing benefits

Duct Sealing

Refrigerant
Charge

Cooling Coil
Airflow

Fan Watt
Draw

Photovoltaic
QII


HERS Measures

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

Refrigerant Lowers efficiency by 5 to 20%
Charge
Causes premature failure
Cooling Coil
Airflow Most do not understand ramifications of duct
leak (supply side & return side leaks)
Fan Watt
•Reduces indoor air pollution
Draw

Photovoltaic •Increased HVAC system efficiency
QII


HERS Measures

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

Cooling Coil
Airflow

Fan Watt
Draw

Photovoltaic
QII


HERS Measures

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

Cooling Coil
Airflow

Fan Watt
Draw

Photovoltaic
QII


HERS Measures

•HVAC installation quality control
Duct Sealing Fewer than 10% of HVAC systems have
permits pulled
30-50% not installed properly
Refrigerant
Charge •Insulation installation quality control

Cooling Coil •Compliance failures have led to an estimated
Airflow 20-30% increase in peak energy needed on hot
summer afternoons.
Fan Watt
Draw •Estimated 30% of energy savings potential of
energy codes is lost due to non-compliance.
Photovoltaic
QII •Inadequate understanding of degradation in
performance due to poor installation


Compliance Forms

Prescriptive Performance Installation

CF-1R New CF-1R Performance CF-6R Installation
CF-1R Addition MF-1R Certificate
CF-1R Alteration CF-SR CF-4R Field
MF-1R Verification/HERS
CF-SR Solar Hot Water
WS-1R Thermal Mass
WS-2R Weighted
Average
WS-3R SHGC


Compliance Forms

Prescriptive

CF-1R New
CF-1R Addition
CF-1R Alteration
MF-1R
WS-1R Thermal Mass
WS-2R Weighted
Average
WS-3R SHGC


Compliance Forms

Prescriptive

CF-1R New
CF-1R Addition
CF-1R Alteration
MF-1R
WS-1R Thermal Mass
WS-2R Weighted
Average
WS-3R SHGC Roles & Responsibilities
Documentation Author
Signature certifies documentation is accurate & complete
Not responsible specification of the building design features


Compliance Forms

Prescriptive

CF-1R New
CF-1R Addition
CF-1R Alteration
MF-1R
WS-1R Thermal Mass
WS-2R Weighted
Average
WS-3R SHGC Roles & Responsibilities
Designer
Responsible for overall building design
Responsible for specifications on CF-1R
Subject to California Business & Professions Code


Compliance Forms

Prescriptive

CF-1R New
CF-1R Addition NEW
CF-1R Alteration NEW
MF-1R
WS-1R Thermal Mass
WS-2R Weighted
Average
WS-3R SHGC


Compliance Forms
2005 MF-1R 2 pages
Check boxes

Prescriptive

CF-1R New
CF-1R Addition NEW
MF-1R
WS-1R Thermal Mass
WS-2R Weighted
Average
WS-3R SHGC


Compliance Forms
2008 MF-1R 3 pages

Prescriptive

CF-1R New
CF-1R Addition NEW
MF-1R
WS-1R Thermal Mass
WS-2R Weighted
Average
WS-3R SHGC


Compliance Forms
2008 MF-1R

Prescriptive

CF-1R New
CF-1R Addition NEW
CF-1R Alteration NEW Mandatory measures on MF-1R form will
MF-1R constitute minimum component
WS-1R Thermal Mass
performance specifications even if not
WS-2R Weighted called out elsewhere on plans
Average
WS-3R SHGC Other measures on CF-1R may supersede
minimum measures on MF-1R form


Compliance Forms
5 pages instead of 3

Performance

CF-1R Performance
MF-1R
CF-SR


Compliance Forms
Part 2 should be
filled out

Performance

CF-1R Performance
MF-1R
CF-SR


Compliance Forms

Performance

CF-1R Performance
MF-1R
CF-SR

Electronic signatures will be common
and unavoidable with registration


Compliance Forms

CF-6R Installation forms

Installation Reworked significantly

CF-6R Installation Now include measures previously on MF-1R
Certificate and other forms (WS-5R)
CF-4R Field
Verification/HERS
Separated into Envelope, Lighting & HVAC


Compliance Forms


Installation Purpose of CF-6R forms?

CF-6R Installation “To verify that the contractor is aware of the
Certificate requirements of the building energy standards
CF-4R Field
Verification/HERS and they have followed the CEC approved
procedures for installation”


Compliance Forms


Installation Who fills out CF-6R forms?

CF-6R Installation General contractor or;
Certificate Specialty subcontractors
CF-4R Field
Verification/HERS
When are they submitted?

Not at plan check


Compliance Forms

Completed and signed CF-6Rs must be
posted at building site for review by
Installation inspectors. Required for final inspection
CF-6R Installation
Certificate
Some CF-6R always require HERS
CF-4R Field verification
Verification/HERS

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

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


Compliance Forms
CF-6R example

Installation

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


Compliance Forms
CF-6R example

Contractor responsible for repairs necessary to
pass HERS verification tests
Installation

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


Compliance Forms

Also…
They are legally binding document
Installation

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


Compliance Forms
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
Installation information gathered to fill out form.

CF-6R Installation Also will need to review CF-1R during bid process to
Certificate determine if any HERS measures will affect their work
CF-4R Field
Verification/HERS 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

CF-6R Installation Certificates of Field Verification and
Certificate Diagnostic Testing
CF-4R Field
Verification/HERS
CF-4R filled out by hand not acceptable

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


Compliance Forms


Installation Question:
CF-6R Installation
Certificate
CF-4R Field
Verification/HERS


Compliance Forms


Installation Question:
CF-6R Installation
Certificate Answer: yes
CF-4R Field
Verification/HERS


Compliance Forms
Certificate of Compliance (CF-1R)
Submitted to plancheck and
Prepared by Title-24 consultant or
approved copy provided to General
designer
Contractor
Installation

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


Compliance Forms
designer
Contractor
Installation

CF-6R Installation
Certificate
CF-4R Field Certificate of Installation (CF-6R)
Verification/HERS
Filled out by contractor and sub- Provided to inspector & HERS Rater
contractors & later to the homeowner


Compliance Forms
designer
Contractor
Installation

CF-6R Installation
Certificate
CF-4R Field Certificate of Installation (CF-6R)
Verification/HERS
Filled out by contractor and sub- Provided to inspector & HERS Rater
contractors & later to the homeowner

Certificate of Verification and Diagnostic (CF-4R)

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


Compliance Forms
CF-4R bottom line:

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

Installation Many HERS verifications are now baseline,
required on most projects
CF-6R Installation
Certificate Contractors will need to know their responsibilities
CF-4R Field related to different HERS measures
Verification/HERS
Contractors need to inspect and test their work
HERS 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
CF-4R bottom line:

HERS raters must maintain independence

Installation

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


Compliance Forms
Registration

New concept and new requirement

Introduced in stages thru 2010
Registration
January 1, 2010 required for low-rise residential
CF-6R Installation buildings, multiple orientations , & HERS measures
Certificate
CF-4R Field Starting October 1, 2010 registration required for ALL
Verification/HERS low-rise residential buildings with HERS measures
Registration
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
Registration
Implications:

If registration required building department will require
Registration registered copies of CF-1R , CF-6R, and CF-4R that
display their unique registration number
CF-6R Installation
Certificate Contractors may not be set up to submit their CF-6R forms
CF-4R Field electronically for registration
Verification/HERS
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 critical
Use time left to put into place filing system/record keeping
system


Preparation for 1/1/2009

1 Energy Consultants

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

Attend training seminars for approved software

Develop record keeping procedure for registration requirement



2 Architects/Designers

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



3 HVAC Contractors

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.


4 Building Officials

Download Standards, Manual, Appendixes
http://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

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