SLO GB Alliance. Title 24 Non Res Certification Process. Wed, Oct 1, Rick Miller, PE, LC, LEED AP, CLCATT President, RNM Engineering, Inc.

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1 SLO GB Alliance Title 24 Non Res Certification Process Wed, Oct 1, 2014 Rick Miller, PE, LC, LEED AP, CLCATT President, RNM Engineering, Inc. 1 Just to Make Sure Effective July 1,

2 Course Description You know about the allowable watts for lighting and about the required controls for lighting, now learn about the required paperwork! Yes, Title 24 requires paperwork and lots of it. Passing grades are required by the designer, commissioning agent, manufacturers and vendors, installing contractor, and acceptance testing technician. Any failures means no Occupancy Certificate. 3 Learning Objectives Learn about the quantity of required Certificates. Review the Certificates required of the Designer, CxA, Installer and Tester. Clarify the Commissioning Process. Examine the requirements for Manufacturers, Suppliers and Builders. 4 2

3 Title 24 Part 6 Covers Building Energy Efficiency Standards Covers the technical requirements for Envelope, Fenestration (Windows), HVAC, Appliances, Water Heaters, Boilers, Roofing, Insulation, Air Leakage, Pools & Spas, Lighting Power, Lighting Controls, and Electrical Distribution, and related paperwork. This seminar is about the required Certificates, 5 Title 24 Part 6 Covers Building Energy Efficiency Standards Covers the technical requirements for Envelope, Fenestration (Windows), HVAC, Appliances, Water Heaters, Boilers, Roofing, Insulation, Air Leakage, Pools & Spas, Lighting Power, Lighting Controls, and Electrical Distribution, and related paperwork. This seminar is about the required Certificates, i.e. the Paperwork. 6 3

4 Sec Requirements for Designers, Installers, Builders, Manuf, and Testers Certificate of Compliance (CC) & (CC CXR) Application for a Building Permit Certificate of Installation (CI) Certificate of Acceptance (CA) Certificate of Verification (CV) [for homes] Information to be provided by Builder Information to be provided by Manufacturer or Supplier Enforcement Agency Requirements 7 Sec Requirements for Designers, Installers, Builders, Manuf, and Testers CC Forms by Designer (C10, C20 Contractor if less than 50,000 SF) or Design Engineer (PE) CC CXR Forms by Commissioning Engineer. CI Forms by person in charge of Construction or Installation. CA Forms by CLCATT or CMATT. CV Forms by HERS Rater. Equipment Info by Manufacturer and Supplies. O&M Manual by Builder. 8 4

5 The Journey The Beginning The Journey The Beginning The Goal Certificate of Occupancy 10 5

6 The Journey Many Parties Along the Way DESIGNER Cx Agent PLANS EXAMINER INSTALLER ACCEPT. TESTER BLDG INSPECTOR Certificate of Occupancy 11 The Journey 1. Owner OPR DESIGNER Cx Agent PLANS EXAMINER INSTALLER ACCEPT. TESTER BLDG INSPECTOR Certificate of Occupancy 12 6

7 Owner Project Requirements (OPR) This document shall include the following: 1. Energy efficiency goals; 2. Ventilation requirements; 3. Project program, including facility functions and hours of operation, and need for after hours operation; and 4. Equipment and systems expectations. Sec 120.8(b) 13 The Journey 2. Designer OPR DESIGNER BOD CC forms Cx Agent PLANS EXAMINER INSTALLER ACCEPT. TESTER BLDG INSPECTOR Certificate of Occupancy 14 7

8 Basis of Design (BOD) The BOD shall cover the following systems: 1. Heating, ventilation, air conditioning (HVAC) systems and controls. 2. Indoor & outdoor lighting system and controls. 3. Water heating systems and controls. 4. Covered processes. Sec 120.8(c) 15 Forms to be completed by Design Architect 1. NRCC ENV 01 E (4+4)Envelope Component Approach 2. NRCC ENV 02 E (3+3) Fenestration Worksheet 3. NRCC ENV 03 E (2+1)CoolRoof and SRI Worksheet 4. NRCC ENV 04 E (2+1) Daylit Zone 5. NRCC ENV 05 E (2+1)Fenestration Certificate Label 6. NRCC ENV 06 E (2+1) Area Weighted Average Calculation 7. NRCC SRA 01 E (2) Solar Ready Areas 8. NRCC SRA 02 E (3) Minimum Solar Zone Area 9. NRCC STH 01 E (2+2) Solar Water Heating # of pages of instructions # of pages of forms 16 8

9 Forms to be completed by Electrical Design Engineer 1. NRCC ELC 01 E (9) Electrical Power Distribution 2. NRCC LTI 01 E (5) Field Inspection Checklist 3. NRCC LTI 02 E (3) Lighting Controls Credit Worksheet 4. NRCC LTI 03 E (4) Indoor Lighting Power Allowance 5. NRCC LTI 04 E (7) Tailored Method Worksheet 6. NRCC LTI 05 E (2) Line Voltage Track Lighting Worksheet 7. NRCC LTO 01 E (3) Outdoor Lighting 8. NRCC LTO 02 E (3) Outdoor Lighting Controls 9. NRCC LTO 03 E (4) Outdoor Lighting Power Allowance 10.NRCC LTS 01 E (4) Sign Lighting 17 Forms to be completed by Mechanical Design Engineer 1. NRCC MCH 01 E (3) Declarations 2. NRCC MCH 02 E (3) Dry System and Wet System 3. NRCC MCH 03 E (2) Mechanical Ventilation and Reheat 4. NRCC MCH 04 E (3) Declarations Single Zone Systems 5. NRCC MCH 05 E (2) Requirements Single Zone Systems 6. NRCC MCH 06 E (1+1)Maximum Cycles of Concentration 18 9

10 Forms to be completed by Process Design Engineer 1. NRCC PLB 01 E (3+1)Water Heating Systems 2. NRCC PRC 01 E (3) Covered Process 3. NRCC PRC 02 E (1) Garage Exhaust 4. NRCC PRC 03 E (2) Commercial Kitchens 5. NRCC PRC 04 E (1) Data Centers 6. NRCC PRC 05 E (5) Commercial Refrigeration 7. NRCC PRC 06 E (3) Refrigerated Warehouses 8. NRCC PRC 07 E (3) Refrigerated Warehouses >3,000 SF 9. NRCC PRC 08 E (5) Refrigerated Warehouses >3,000 SF 10.NRCC PRC 09 E (1) Laboratory Exhaust 11.NRCC PRC 10 E (2) Compressed Air Systems 12.NRCC PRC 11 E (1) Process Boilers 19 The Journey 3. Manufacturer OPR DESIGNER BOD CC forms Product Info INSTALLER Cx Agent ACCEPT. TESTER PLANS EXAMINER BLDG INSPECTOR Certificate of Occupancy 20 10

11 Manufacturers The manufacturer or supplier of any manufactured device shall, upon request, provide to building designers and installers information about the device. The information shall include the efficiency (and other characteristics regulated by Part 6). This information shall be in paper or electronic format. Sec (c) 21 The Journey 4. Commissioning Agent OPR DESIGNER BOD CC forms Product Info INSTALLER Cx Agent CXR forms ACCEPT. TESTER PLANS EXAMINER BLDG INSPECTOR Certificate of Occupancy 22 11

12 Sec Definitions BUILDING COMMISSIONING is a systematic quality assurance process that spans the entire design and construction process, including verifying and documenting that building systems and components are planned, designed, installed, tested, operated and maintained to meet the owner s project requirements. 23 Sec Building Commissioning For buildings less than 10,000 sf, design phase design review may be completed by the design engineer PE. Buildings between 10,000sf and 50,000 sf require completion of the Design Review Checklist by either an engineer PE in house to the design firm but not associated with the building project, or a third party design engineer PE. For buildings larger than 50,000 sf or for buildings with complex mechanical systems, an independent, review of these documents by a third party design engineer PE is required

13 Commissioning Matrix Title 24 Sec and Sec (a)1 Description of Project (d) SD Kickoff & CD Design Review (e) Cx Measures in Specs and on Drawings (b)owner Project Req (OPR) (c) Basis of Design (BOD) (f) Cx Plan (g) Functional Performance Tests (h) Systems Manual & Training (i) Cx Report <10kSF PE or C10,C20 Note 1 10k 50kSF with Simple Mech PE or C10,C20 Note 2 >50kSF or with Complex Mech >10kSF 3rd Party PE Req d Req d Req d N/A Req d Req d Note 1: By design engineer, or licensed contractor accepting responsibility of engineer. Note 2: By In-house engineer not associated with project, or 3 rd party engineer, or licensed contractor accepting responsibility of engineer. Complex Mech System: Multi-Zone AH, Built-Up Units, Steam heating, or Hydronic heat or cool Rick Miller, PE Sec Building Commissioning (b) Owner Project Requirements (OPR) (c) Basis of Design (BOD) (d) SD & CD Design Reviews (e) Cx Measures in Specs and on Drawings (f) Cx Plan (g) Functional Performance Tests (h) Systems Manual & Training (i) Cx Report 26 13

14 Forms to be completed by Commissioning Engineer 1. NRCC CXR 01 E (2) Design Review Kickoff 2. NRCC CXR 02 E (8) Construction Documents Review 3. NRCC CXR 03 E (2) Simple HVAC Systems 4. NRCC CXR 04 E (6) Complex Mechanical Systems 5. NRCC CXR 05 E (2) Design Review Signature Page 27 NRCC CXR 02 E Construction Document Review 28 14

15 The Journey 5. Plan Examiner OPR DESIGNER BOD CC forms Product Info INSTALLER Cx Agent CXR forms ACCEPT. TESTER PLANS EXAMINER Reviews CC, Cx forms Issues Bldg Permit BLDG INSPECTOR Certificate of Occupancy 29 Plans Examiner Responsibilities The plans examiner is responsible for: A. Reviewing the plans and supporting material to verify that they contain the necessary information for a plan review. B. Checking the calculations and data contained on the worksheets. C. Indicating by checking a box on the summary forms that the compliance documentation is acceptable. D. Making notes for the field inspector about which items require special attention

16 Sec Requirements for Designers, Installers, Builders, Manuf, and Testers Application for a Building Permit. Each application for a building permit subject to Part 6 shall contain at least one copy of the documents specified in Sections (a)2A, (a)2B, and (a)2C. 2A. Certificate of Compliance included in the Plans. 2B. Plans and specs shall provide acceptance requirements for code compliance. 2C. May be required to include electronic input file for the compliance software tool. 31 Sec Requirements for Designers, Installers, Builders, Manuf, and Testers (d) Enforcement Agency Requirements. 1. Permits. An enforcement agency shall not issue a Building Permit for any construction unless the enforcement agency determines in writing that the construction is designed to comply with the requirements of Part 6 that are in effect on the date the building permit was applied for. The enforcement agency determination shall confirm that the documentation requirements of Sections (a)1 and (a)2 have been met

17 The Journey 6. Installer OPR DESIGNER BOD CC forms Product Info INSTALLER CI forms Submittals Cx Agent CXR forms ACCEPT. TESTER PLANS EXAMINER Reviews CC, Cx forms Issues Bldg Permit BLDG INSPECTOR Certificate of Occupancy 33 Forms to be completed by General Construction Foreman 1. NRCI ENV 01 E (2) Envelope 34 17

18 Forms to be completed by Electrical Construction Foreman 1. NRCI ELC 01 E (2) Electrical Power Distribution 2. NRCI LTI 01 E (2) Validation of Certificate of Compliance 3. NRCI LTI 02 E (5) EMCS or Lighting Control System 4. NRCI LTI 03 E (3) Line Voltage Track Lighting 5. NRCI LTI 04 E (2) Two Interlocked Lighting Systems 6. NRCI LTI 05 E (5) Power Adjustment Factors 7. NRCI LTI 06 E (2) Videoconference Studio Lighting 8. NRCI LTO 01 E (2) Outdoor Lighting 9. NRCI LTO 02 E (5) EMCS Lighting Control System 10.NRCI LTS 01 E (2) Sign Lighting 11.NRCI SPV 06 E (2) Solar Photovoltaic System 35 Forms to be completed by Mechanical Construction Foreman 1. NRCI MCH 01 E (2) Mechanical 2. NRCI PLB 01 E (2) Water Heating Systems 3. NRCI PLB 02 E (4) HRR, H/M Single Dwell Unit Hot Water 4. NRCI PLB 03 E (3) HRR, H/M Central Hot Water System 5. NRCI PLB 04 E (2) Non Res Single Dwell Unit Hot Water 6. NRCI PLB 05 E (2) Non Res Central Hot Water System 7. NRCI PRC 01 E (2) Refrigerated Warehouse 8. NRCI STH 01 E (2) Solar Water Heating System 36 18

19 The Journey 7. Manufacturer OPR DESIGNER BOD CC forms Cx Agent CXR forms PLAN EXAMINER Reviews CC, Cx forms Issues Bldg Permit Product Info INSTALLER CI forms Submittals ACCEPT. TESTER BLDG INSPECTOR Submittal Literature Installation Instructions Startup Technician Certificate of Occupancy 37 Manufacturers The manufacturer or supplier of any manufactured device shall, upon request, provide to building designers and installers information about the device. The information shall include the efficiency (and other characteristics regulated by Part 6). This information shall be in paper or electronic format. Sec (c) 38 19

20 The Journey 8. Acceptance Tester OPR DESIGNER BOD CC forms Cx Agent CXR forms PLAN EXAMINER Reviews CC, Cx forms Issues Bldg Permit Product Info INSTALLER CI forms Submittals ACCEPT. TESTER CA forms BLDG INSPECTOR Submittal Literature Installation Instructions Startup Technician Certificate of Occupancy 39 Sec Definitions ACCEPTANCE REQUIREMENTS FOR CODE COMPLIANCE is a description of test procedures in the Reference Nonresidential Appendices that includes equipment and systems to be tested, functions to be tested, conditions under which the test shall be performed, the scope of the tests, results to be obtained, and measurable criteria for acceptable performance

21 Sec A Non Res Lighting Controls Acceptance Training Provider Certified Training Provider of Lighting Controls Acceptance Test Technicians Certified Lighting Controls Acceptance Test Technician (CLCATT). Effective upon reaching more than 300 CLCATT throughout the State. [Requirements were met as of July 1, 2014.] 41 Sec A Non Res Acceptance Testing Training Technician CATT training program CATT training curricula CATT Employer training CATT Review Provider CATP Provider of ATT training CATP Accountability CATP Revocation of Certificate 42 21

22 The CLCATT Confirms the CI Forms I have confirmed that the Certificate(s) of Installation for the construction or installation identified on the Certificate of Acceptance has been completed and signed by the responsible builder/installer and has been posted or made available with the building permit(s) issued for the building. 43 Acceptance Tests required before getting Occupancy Permit Before an occupancy permit is granted for a newly constructed building or area, or a new lighting system serving a building, area, or site is operated for normal use, indoor lighting controls serving the building, area, or site shall be certified as meeting the Acceptance Requirements for Code Compliance in accordance with Section (a)

23 Forms to be completed by Lighting Controls Acceptance Tester 1. NRCA LTI 02 E (6) Lighting Controls 2. NRCA LTI 03 E (9) Automatic Daylighting 3. NRCA LTI 04 E (5) Demand Responsive Lighting Controls 4. NRCA LTO 02 E (3) Outdoor Motion Sensor and Outdoor Automatic Shut off Controls 45 Forms to be completed by Mechanical Acceptance Tester 1. NRCA MCH 02 E (3) Mechanical Outdoor Air 2. NRCA MCH 03 E (3) Constant Volume Single Zone 3. NRCA MCH 04 E (5) Air Distribution Duct Leakage 4. NRCA MCH 05 E (3) Air Economizer Controls 5. NRCA MCH 06 E (2) Demand Control Ventilation (DVC) 6. NRCA MCH 07 E (3) Supply Fan Variable Flow Controls 7. NRCA MCH 08 E (2) Valve Leakage Test 8. NRCA MCH 09 E (3) Supply Water Temperature Reset 9. NRCA MCH 10 E (3) Hydronic System Variable Flow 10.NRCA MCH 11 E (2) Automatic Demand Shed Controls 11.NRCA MCH 12 E (2) Fault Detection & Diagnostics for DX Units 46 23

24 Forms to be completed by Mechanical Acceptance Tester 12. NRCA MCH 13 E (4) Fault Detection & Diagnostics for AHU 13. NRCA MCH 14 E (2) DistEnergy Storage DX AC Systems 14. NRCA MCH 15 E (3) Thermal Energy Storage System 15. NRCA MCH 16 E (3) Supply Air Temp Reset Controls 16. NRCA MCH 17 E (3) Condenser Water Supply Temp Reset 17. NRCA MCH 18 E (2) Energy Management Control System 47 Forms to be completed by Process Acceptance Tester 1. NRCA PRC 01 E (4) Compressed Air Systems 2. NRCA PRC 02 E (3) Commercial Kitchen Exhaust 3. NRCA PRC 03 E (3) Enclosed Parking Garage Exhaust 4. NRCA PRC 04 E (2) Refri Wrh Evap Fan System Motor Controls 5. NRCA PRC 05 E (4) RefriWrh Evap Condenser Controls 6. NRCA PRC 06 E (4) RefriWrh Air Cooled Condenser Controls 7. NRCA PRC 07 E (3) RefriWrh Variable Speed Compressor 8. NRCA PRC 08 E (2) RefriWrh Electric Resistance Underslab Heating System 48 24

25 The Journey 9. Owner OPR DESIGNER BOD CC forms Cx Agent CXR forms PLANS EXAMINER Reviews CC, Cx forms Issues Bldg Permit Product Info INSTALLER CI forms Submittals ACCEPT. TESTER CA forms BLDG INSPECTOR Submittal Literature Installation Instructions Startup Technician Cx Report O&M Manual Certificate of Occupancy 49 Owner Owner receives copies of: All CC, CXR, CI, CA forms Cx Report O&M Manual 50 25

26 Sec Requirements for Designers, Installers, Builders, Manuf, and Testers (b) Compliance, Operating, Maintenance, and Ventilation Information to be provided by Builder: at final inspection, the enforcement agency shall require the builder to leave in the building : 1. Compliance information. 2. Operating information. 3. Maintenance information. 4. Ventilation information. 51 The Journey 10. Building Inspector OPR DESIGNER BOD CC forms Cx Agent CXR forms PLANS EXAMINER Reviews CC, Cx forms Issues Permit Product Info INSTALLER CI forms Submittals ACCEPT. TESTER CA forms BLDG INSPECTOR Reviews CI, CA forms Confirms O&M Submittal Literature Installation Instructions Startup Technician Cx Report O&M Manual Certificate of Occupancy 52 26

27 Field Inspector Responsibilities The field inspector is responsible for: A. Verifying that the building or system is constructed according to the plans. B. Checking off appropriate items on the summary form at each relevant inspection. C. Verifying that all of the required compliance documentation (Certificate(s) of Installation, Acceptance, and Field Verification and Diagnostic Testing) is completed, dated, signed, and registered (when applicable). 53 Sec Requirements for Designers, Installers, Builders, Manuf, and Testers (d) Enforcement Agency Requirements. 2. Inspection. The enforcement agency shall inspect newly constructed buildings and additions, and alterations to existing buildings to determine whether the construction or installation is consistent with the agency's approved plans and specifications, and complies with Part 6. Final Certificate of Occupancy shall not be issued until such consistency and compliance is verified

28 The Journey 11. Certificate of Occupancy OPR DESIGNER BOD CC forms Cx Agent CXR forms PLANS EXAMINER Reviews CC, Cx forms Issues Bldg Permit Product Info INSTALLER CI forms Submittals ACCEPT. TESTER CA forms BLDG INSPECTOR Reviews CI, CA forms Confirms O&M Submittal Literature Installation Instructions Startup Technician Cx Report O&M Manual Certificate of Occupancy 55 Decoding the Forms NRCA LTI 02 E (Sample) NR = Non Residential CC = Certificate of Compliance CI = Certificate of Installation CA = Certificate of Acceptance CXR = Commissioning Review ELC = Electrical LTI = Lighting Indoor LTO = Lighting Outdoor E = Enforcement Agency A = Acceptance Testing Technician F = Field Technician H = HERS Rater 56 28

29 Who Signs the CC, CI, CA Forms Persons who prepare Certificates (documentation authors) shall sign and certify the documentation is accurate and complete. AND The responsible person eligible under Division 3 of the Business and Professions Code to accept responsibility for the applicable scope of work specified on the Certificate shall sign and submit all applicable Certificates. Licensed Architect Licensed Engineer Licensed Contractor 57 Who Signs the Cx Design Review Design Review Kickoff Owner/ Owner s Representative Design Engineer Design Reviewer Construction Document Checklist Date Date General Checklist for all Buildings HVAC Simple or HVAC Complex Owner/ Owner s Representative Design Engineer Design Reviewer 58 29

30 Under Penalty of Perjury DOCUMENTATION AUTHOR'S DECLARATION STATEMENT 59 Lighting Control Narrative Provide a lighting control narrative or sequence of operation for each different room type in sufficient detail so that the vendor can program it, the CxA can write a functional performance test for it, and for the CLCATT to test it. The narrative needs to include general lighting, specialty light, egress lighting, emergency lighting, occupancy sensing, vacancy sensing, daylight harvesting, adaptive time delays, task tuning, personal controls, daytime, nighttime, weekends, holidays, demand response, event programming, high trims, low trims, fade rates, scene settings, etc

31 Grandpa! That s Boring. You gotta talk about video games! 61 Eliminate Paperwork. Go Electronic! January 1, 2015 All CA forms shall be registered electronically to a Data Registry approved by the Commission. Sec (a)1D. January 1, 2015 All signatures on CA forms shall be electronically authenticated in accordance with JA7.6. (7 pages) Sec (a)1D All CC, CXR and CI forms shall be registered electronically to a Data Registry as soon as one is approved by the Commission. Sec (a) 62 31

32 Summary Need passing grades on all forms in order to be granted a Certificate of Occupancy. 63 The End Rick Miller, PE, LC, LEED AP President, RNM Engineering, Inc. RickMiller@RNM eng.com