© Copyright CalCERTS, Inc. 2019
Code Cycle: 2016 & 2019 Standards
2019 Reference: CalCERTS New Construction Training Manual Chapter 8
In an alteration/addition project, when using the performance compliance approach, compliance credit may be claimed towards the addition when the work scope includes improvements to the efficiency of the existing energy features.
In following with the performance compliance approach, the Energy Consultant performs compliance calculations (CF1R), taking credit for intended improvements to existing conditions. The xml file from those calculations is exported from the compliance software and uploaded to a unique project in the CalCERTS Data Registry. Where the xml file indicates "existing conditions" for which credit is being claimed, the Registry generates a CF3R-EXC-20 form and marks the CF1R as provisional until the EXC-20 has been verified by the HERS Rater.
Verification of existing conditions that will be improved upon on the EXC-20 must occur before construction begins. A registered (signed by the Rater) CF3R-EXC-20-H will be required by the CalCERTS Registry as a prerequisite to validation of the provisional CF1R. Once the EXC-20 has been certified, the associated CF1R becomes valid and may be submitted to the building department as part of the permit application.
In practice, the Energy Consultant could have a HERS Rater verify a "laundry list" of existing conditions before any compliance calculations are performed. The compliance calculations would be performed with the selected items off that list and the compliance calculations are uploaded to the Registry and the EXC-20 generated by the Registry. In this way, the Rater only needs to confirm that all of the items listed on the EXC-20 were verified during the original visit.