Short answer: Upload your floor plans with dimensions, a window schedule, wall/roof/floor construction or insulation notes, your intended HVAC and water heating equipment, and the project address. Elevations, sections, a site plan and product specifications help but are not always required. Preliminary plans are accepted.
To prepare your Title 24 compliance report accurately, your energy analyst needs enough information about the building design to model it in CEC-approved compliance software. The more complete your documents, the faster and more accurate your report will be.
Documents We Typically Need
- Architectural floor plans showing room dimensions and layout
- Wall, roof and floor construction details, or notes specifying insulation type and R-value
- Window schedule showing size, quantity and location of each window and glazed door
- Project address — we determine your climate zone from this
- Intended HVAC system type (central AC, mini-split, heat pump, etc.) and water heater type
Helpful but Not Always Required
- Building elevations showing window placement
- Building sections showing ceiling heights and roof construction
- Site plan with a north arrow, so we can orient the building correctly
- Mechanical plans, if available
- Product specifications for windows or HVAC equipment already selected
- Solar PV or battery information, if the project includes them
Upload drawings as PDFs at checkout. Orientation, window area and equipment efficiency all feed the energy model — which is why complete drawings produce a more accurate report.
Document Checklist by Project Type
| Project type | What to upload |
|---|---|
| ADU or new single-family home | Floor plans, elevations, sections, site plan with north arrow, window schedule, construction/insulation notes, HVAC and water heater types, solar information if shown |
| Garage conversion | Floor plan of the converted space, existing and new wall/roof/floor construction, new or infilled windows and doors, how the space will be heated and cooled |
| Home addition | Plans showing existing and new areas, construction of the addition, new windows, and information on the existing home's HVAC and water heating if they serve the addition or are being changed |
| HVAC changeout | Project address, conditioned floor area, existing and new equipment type and model, and where the ducts run (attic, crawlspace or conditioned space) |
| Window replacement | List or schedule of windows being replaced with sizes, and the new product's ratings if selected |
| Multifamily | Full plan set for each building, unit plans and unit count, window schedule, construction details, and HVAC and water heating for each unit or central system |
Commercial projects need a different set of documents, including lighting and mechanical plans; request a quote through the commercial quote form.
Do I Need Final Construction Documents?
No. Preliminary plans are accepted, and you do not need final, stamped construction documents to place your order. Many of our clients submit early-stage drawings. As long as the plans show the layout, dimensions and windows, we can get started; if details are not finalized, add notes to your order and we may follow up with clarifying questions. Read more about ordering with preliminary plans.
If your plans change after we complete the report, we issue a revision. Two revisions are included with every order — see what happens when plans change.
Tips for a Faster Report
- Upload the full plan set in one go rather than sheet by sheet.
- Add your HVAC type and intended insulation in the order notes if they are not on the plans.
- Make sure the square footage on the plans matches what you enter at checkout.
- Check that the window schedule matches the elevations.
Complete documents are what make rush and same-day delivery possible. When you are ready, choose your report on our pricing section.
Frequently Asked Questions
What if I don't know my insulation or window specs yet?
Include notes in your order and we will work with what you have. We may follow up with clarifying questions before starting to make sure the report is accurate.
Do I need to provide my climate zone?
No. We determine it from the project address.
What file format should my plans be in?
PDF. Upload all sheets at checkout.
What if you need more information after I order?
We contact you before starting, and the turnaround begins once we have what we need.
