There are two main types of projects: New Construction and Alteration. Projects are further distinguished by being Residential or Non-Residential (commercial). There are also Home Energy Rating projects for Whole House and EEM.
There is also the distinction between Multi-family and Single-family projects. Multi-family refers to projects with three or more dwelling units involved in a single building. Single-family means each address has only one dwelling unit.
Finally, there are multi-orientation projects which can involve more than one address and multiple buildings, whether they're multi-family or single-family.
This article describes each term in bold and how they relate to each other.
New Construction Projects - Residential
New Construction includes both newly-constructed residences as well as additions to existing homes. Every New Construction project must assign a default builder/contractor company. This company must be the primary installer of the HVAC (heat, ventilation, and air conditioning) system.
New Constructions are new residencies and cover the building of a house from the ground up. These projects always include
New Constructions in 2016 are generally required to be solar ready and require a supplemental SRA-01 form to be completed as well, but this can vary between building departments.
Addition projects are for square footage increases of conditioned space in existing homes. The increase of floor space must be at least 100 square feet. If other features of the home are being altered along with the increase in floor space, an E+A+A project ought to be made instead.
Alteration Projects - Residential
Alterations include remodels and HVAC change-outs to existing homes as well as remodels that also involve the addition of conditioned space, or existing alteration with addition (E+A+A). Every Alteration project must assign a default installer company. This company must be the sole installer of the HVAC system and only this company can sign as the Responsible Installer on the CF-2Rs.
Alterations are changes to existing homes or units. The most common Alteration is an HVAC changeout, where only the HVAC system is being changed. Alterations can also encompass changes to the ducts, the water heater, or the home's insulation, to name a few.
An Alteration project that only changes the HVAC system is an ALT-02. This is the most common project on CalCERTS. It's quite streamlined and only deals with changes to the HVAC system.
If you need an Alteration project that has a scope greater than an HVAC changeout, you'll need to make an ALT-01 project, also known as a Whole House Alteration. This project type will allow you to select whichever energy features are being altered and you will only fill out forms related to those features.
Existing Alterations with additions, also known as E+A+A, are special projects that combine an addition project with other remodel elements. This type of project must be done with a Performance approach and cannot be done Prescriptively.
Single-family & Multi-Family
Single-family projects indicate that each and any building involved contains fewer than three dwellings, such as a standard house. Duplexes are considered single-family dwellings.
In contrast, multi-family projects allow you to indicate that each building involved has at least three dwellings. Apartment buildings would fall into this category. Duplexes should not be registered or modelled as multi-family.
Multi-orientation means multiple lots or physical addresses. The lots do not have to be located near each other. This project type allows a single CF-1R plan to be used among multiple lots/addresses. Each lot can have a unique permit number, address, plan, and rater.
Non-residential (commercial) projects include a wide variety of buildings. Non-res buildings include offices, churches, restaurants, and high-rise apartment buildings.
Non-residential CF-1R (compliance) and CF-2R (installation) forms are not available on the CalCERTS Registry as they are for Residential projects. For non-residential projects, the Registry only supports recording CF-3Rs for HERS measures. The CF-3Rs in this case are often referred to as NRCV for Non-Residential Certificates for Verification.
Users can access the California Energy Commission's database of compliance forms by clicking on Compliance Forms near the bottom of the left-side menu bar. Users can download blank PDF copies of the compliance and installation forms and fill them out for the building department.