This article quickly covers the most common sampling questions and problems. If you want a more detailed and verbose tutorial on sampling, click here.
This article uses the term lot and unit interchangeably with dwelling. This can refer to any single-family project or dwelling or system (in Alterations).
Q1: What are the rules for sampling?
A1: Every lot/unit must have fully-completed CF-2Rs (paid and signed) and no CF-3Rs. Every unit in a sample group will have the same installer and HERS Rater. The unit must also be in an Active project.
If this is a multi-family or multi-orientation, the lot/unit cannot be a model and (all of) its plan's models must have fully-completed CF-3Rs.
A fully-completed model must have ALL CF-3Rs completed. Each plan needs just one model.
Open group sample units cannot have 180+ day-old CF-2R signatures and the group cannot be edited.
Q2: Why can't I sample these two lots?
A2: At least one dwelling does not follow the rules for sampling. Use the Sampling Tool, found on the Sample page, to determine why two lots cannot sample together. See the detailed tutorial on Sampling for more info.
Q3: Why does my Plan/Sample Tool page say my model is incomplete?
A3: A model unit/lot is "complete" when it has fully-completed and paid for CF-3Rs. One model unit/lot is required for each plan in order to sample any units/lots using that plan. If more than one model is indicated, they must all be complete for sampling to work.
Either the model really is incomplete (missing submitted forms, signatures, or payment) or more than one model has been indicated for the plan. Indicating more than one model per plan is unnecessary.
If more than one model is indicated for a plan, every single model must have fully-completed CF-3Rs, not just one. The correct solution is to indicate only one unit as a model on the Unit/Lot page.
Q4: How do I put a sample group together?
A4: Click on the grey Sample hexagon at the top of the page next to the CF-3R hexagon. If this hexagon is hidden, the conditions for sampling have not been met (see Q1). Any unit available for sampling will have a button in the far-right column. Clicking this will allow you to create a sample group starting with that unit/lot.
To include a unit in the sample group, toggle the No to a Yes for that unit. Click Next to review and finalize the group. You can now report results on the CF-3R and the report will be "duplicated" to each associated unit.
Note: Your company must be in control of a project/unit to create a sample group from it. This is important for creating multi-project Alteration sample groups.
Q5: How many units can be in an open or closed sample group?
Q5: Closed groups may have up to 7 dwellings. Open groups may have up to 5 dwellings.
While closed groups must be established before submitting CF-3Rs, users may add dwellings to open groups until any dwelling's CF-2R signature is over 180 days old.
Closed groups may be broken up and edited (if no CF-3Rs are present), but open groups may not be broken up or edited once established.
Q6: Is Alteration and New Construction sampling different?
Q6: Yes. In New Construction, dwellings are sampled. In Alterations, systems are sampled.
Multi-family and multi-orientation New Construction projects will require one fully-completed model per plan.
Q7: Do I need a model?
Q7: Models are only needed for multi-family or multi-orientation projects - these projects may have more than one plan. Each plan with units/lots involved in sampling must have a model. The model must have fully-completed CF-3Rs to be valid.
If you are sampling multiple single-family dwelling projects (New Construction) or Systems in an Alteration, you do not need models nor do you have the option to select models.
Q8: Can I sample units with different plans together?
Yes. As long as the HERS-verified measures are the same between two dwellings, they can be in a sample group. It doesn't matter if their plans (title-24) are different.
Q9: Can I sample units with different floor plans?
Yes. Sampling does not consider the floor plan at all, only the Title-24 and a unit's HERS-verified measures.
There is an important distinction between plans and floor plans. It's easy to confuse the two - a plan is the Title-24 according to CalCERTS. A single Title-24, especifically with multi-family apartment buildings, can have multiple floor plans. For instance, a single Title-24 plan can include units with multiple one, two, and three-bedroom units.
As long as the HERS-verified measures are the same between two units, they can be in a sample group.