Confluence was incorporated on April 1st 2000.
It’s been a wild ride at times. Thanks to everyone that help make it possible.
Confluence was incorporated on April 1st 2000.
It’s been a wild ride at times. Thanks to everyone that help make it possible.
The Town of New Castle has a unique approach. They do not require a HERS Rating, but they do require a rater-like Building Science technician to inspect construction and fill out their checklist…
2021 Energy Code Building Inspector Checklist
2023 Colorado Model Electrical and Solar Ready Codes
https://www.newcastlecolorado.org/media/3591
Please give us a call and we can help navigate the process in the most cost-effective way. And optimize your construction for performance.
Garfield County has adopted the 2018 International Energy Conservation Code (IECC).
The 2018 version of the IECC features minor changes in insulation values and requires a blower door test to be performed on all new homes to check air-sealing.
Occupant ventilation enforced.
Duct leakage testing enforced if any part of the duct system leaves the thermal envelope.
GarCo will be using the 2021 IECC for multi-family projects; including the provision that lets units under 1500 square feet test for infiltration under the easier surface area metric.
Please give us a call and we can help navigate the process in the most cost-effective way. And optimize your construction for performance.
On June 6, 2022, the City will require building permits to use the 2021 editions of the International Building Code, International Residential Code, International Mechanical Code, International Existing Building Code and International Energy Conservation Code.
Please give us a call and we can help navigate the process in the most cost-effective way. And optimize your construction for performance.
Aspen’s adoption of the 2021 I-codes is heavily modified. This article looks only at the energy conservation parts of the adoption. And this is just a summary of the most perennate changes that may influence design.
Link here to the actual adoption documents…
What if a project needs to break with the Prescriptive path? For instance, how can a house go about complying with more than 30% glazing? The project would be forced to try and comply by using either the Performance Path or the ERI (Energy Rating Index) Path.
Minimum Performance goal would be… 2021 Building UA +23% & 72% of Energy costs
Minimum ERI goal would be… 2021 Building UA +15 % & ERI 50.35 – PV
Both of these goals would have to be achieved without help from PV solar.
Please give us a call and we can help navigate the process in the most cost-effective way. And optimize your construction for performance.
It’s not easy to show energy code compliance in climate zones 6 and 7. Especially if you’re working in a jurisdiction that has adopted above-code requirements. Designers here’s an exercise to help get your design on its way to IECC compliance and beyond. On your next project, before starting your typical design process, rough out a schematic design, but forget all clients wishes, ARC guidelines, height limits, etc. and design for energy conservation by substituting the following parameters…
Designers: Now you have a schematic design optimized for potential energy conservation. As you move on to your typical design process, keep this design in the background. Know that the more your design develops away from the energy conservation architype, the harder it may be to reach specific performance goals.
Note to Structural Engineers: Your challenge is to help the Architects keep as much steel and wood out of the thermal envelope as possible. Support several inches of Continuous Insulation, even behind stone veneer. Keep the foundation completely covered in insulation, even at patios, doors and behind stone veneer.
Note to Mechanical Engineers: Your challenge is to help the Architects reduce all equipment loads, reduce runs and maximize efficiency. Investigate new technology and equipment and learn how to work with it. And help us all reduce a house’s dependence on gas.
What do we need in place to ensure a successful transition to the 2021 IECC?
Architects, mechanical and structural engineers need to be taught high-performance construction techniques. An IECC compliance sheet needs to be created and submitted with Construction Documents. This will help front-load the submittal documents with a more developed mechanical system, air sealing details and specifications. Plans examiners need to learn how to recognize energy conservation issues from drawings a flag them for correction before permit issuance. Once something like a weak party wall assembly is permitted, we’re on the defense for the rest of the game.
Contractors need to know what passing work looks like, preferably before they fail an inspection. The half-dozen raters in the valley cannot be the sole education force for thousands of contractors in the valley. GCs need to know how to interact with a rater; what to include them on, what do they need to see, when to call, etc. Subcontractors need supplemental training on ERV installations, air sealing, Radon barrier installation, etc. New technicians need to be trained on heat pump equipment. I don’t believe there are nearly enough qualified people to install all of the heat pump systems we need to install in the near future. And if it is not done perfectly, the equipment won’t live up to its potential.
Homeowners need to left with a document that explains how to work the house. Most homeowners seem to be clueless about how to operate an ERV for example. If a homeowner never adjusts the ERV flow or disables it completely, or never changes the filter- we may have done more harm than good in the end. Is the filter replacement schedule being posted? Outdoor reset sensors are now required- are the reset temperature curves being programed before the occupants move in?
Builders tend to use the products that the local suppliers carry. We need to start building with products that are not typically stocked in the valley to my knowledge. Specifically I am thinking of items like; airtight electrical boxes, drywall clips, HPWHs (heat pump water heaters), small disposable spray foam kits, liquid flashing, high-performance ERVs and ventilation controllers, vapor-retarding latex primer, etc. Somehow, we need to lobby all of the hardware stores and lumber yards to consistently stock these essential products before significant demand is here.
Rater inspections need to added to inspection checklists, far too many projects go uninspected simple because Raters are not notified of the construction schedule. Ratings only technically require two field inspections, but the reality is that two is not enough. Additional inspections should be required.
Raters and Building Inspectors should have a clear understanding of who is checking for what. In the course of rating a house, we check and test a multitude of things; insulation installation quality, infiltration rate, ventilation rate and watt draw, duct leakage rate, pipe insulation, etc. Typically, JHAs ask me only for a certificate and a blower door test report. Getting an infiltration report without a ventilation report, really doesn’t give you the whole story. So far, ventilation is often being done fairly poorly in the field. There is massive confusion between occupant ventilation, crawlspace ventilation, spot ventilation and make-up air supply. I’m afraid we may see an epidemic of mold erupt in our valley in the near future. And lung cancer caused by Radon.
If the JHA does not ask me for the reports, then I assume they are doing those tests and inspections themselves, or they have a departmental policy not to enforce those parts of the IECC.
Raters are often unmercifully pressured to cough up a certificate immediately at final. Raters need to have a complete, finished house to do our final inspection and test out; PV on the roof, ERV commissioned, every last piece of pipe insulation installed, door handles on and trades out of our way for testing. After our inspection, it takes a day to update the model and submit all of my paperwork. The it takes a day or two for the Rater to get the final certificate from their provider and transmit it to the General Contractor. GCs need to build this time into their schedule, it is not an instantaneous process.
The Town of Basalt, Climate Zone 6, is currently on the 2021 IECC (International Energy Conservation Code).
Link to Town Building Department website…
The 2022 SBR Amendment took effect on October 20th, 2022.
The full SBR Ordinance can be found here:
SBR 2022 Amendment_Section 18-23 Ordinance
SBR 2022 Amendment and Beneficial Electrification Requirements
Require buildings to be energy efficient, electric-ready, install renewables and provide energy storage area in order to meet the Town of Basalt’s climate goals.
Exceptions:
Exceptions:
Exemptions:
Exception:
Basalt has a REMP (Renewable Energy Mitigation Program) that engages anytime exterior uses of energy are used like; snowmelt, pools spas and garages. REMP fees are offset by renewable energy production, fee-in-lieu, or a combination of the two.
Link to SBR adoption language…
Points are determined under one of four compliance paths; prescriptive, performance, Net Zero Energy Ready or LEED for Homes.
Most likely will require at least a COMcheck report for permit application submittal.
Please give us a call and we can help navigate the process in the most cost-effective way. And optimize your construction for performance.
If your jurisdiction is adopting the IECC, and if you expect projects to use the ERI path, chapter 406, for energy conservation compliance. Or possibly you are looking to modify the rules or goals to accelerate the energy-efficiency or carbon reduction goals of your community? Then there are a few ground rules you should establish ahead of time, so everybody is on the same page.
Raters need to know exactly what was adopted, how special cases are handled and policies surrounding ratings. Below is a list of things that should be thought of before embarking on an adoption…
HERS or ERI… To boil it down, the main difference here is that a HERS ratings don’t enforce the IECC. Whereas the ERI version has the Rater checking for mandatory IECC requirements and performing the required testing. AHJs that are relying on Raters as an extension of their own inspection staff, need to have an understanding of what Raters are looking for and what they are not. For instance, a Rater has to perform their own pipe insulation inspection, but they would have no reason to check the vapor retarder, snowmelt controls or pools and spas. Even if a Rater inspects and fails an IECC item, it doesn’t necessary mean that information will automatically be transmitted to the building department. It’s possible that the pipe insulation might fail the Rater’s inspection and pass the building department’s inspection, or visa-versa. HERS ratings scores are always more flattering than ERI scores. And HERS ratings come with a colorful certificate that gives a dollar amount of estimated savings. HERS ratings don’t have any pass/fail thresholds, so their flexibility can easily be used for existing and non-conforming homes. A HERS rating doesn’t require any construction inspections, although the score will benefit if the insulation is inspected, and it turns out to be better than default, which is “poor installation, grade III”. The HERS rating score (not ERI) will appear on the RESNET Registry, which is the database for the MLS (Multiple Listing Service). So if you go with ERI, it will not match the score listed on the MLS.
ADUs and other kinds of out buildings… Ratings don’t deal well with attached or unattached ADUs, guesthouses, party barns, etc. I recommend making a proactive statement in your adoption about how these kinds of things will be handled. Ignore ADUs entirely? Make ADUs stand on their own additional rating? Just an infiltration test for out buildings, no rating?
Remodels and additions… When a Rater inspects a project with existing assemblies and unstickered windows, they must assume the worst. The project will have a hard time making a good score with existing assemblies holding them back. Raters cannot rate just part of a house and ignore part. I recommend additions would be allowed to submit prescriptively, or are required to meet a less stringent score than new construction.
Compartmentalization… I recommend making a proactive statement in your adoption about infiltration testing in multi-family buildings. Whole-building testing of multi-family buildings has been permitted in the past. Whole-building testing does not test the party wall, corridor wall and floor/ceiling assemblies. If individual unit testing is expected, then make that very clear up front. Typically party assemblies are not designed to create an airtight barrier between units. The unit-to-unit air leakage will make every unit perform poorly on the infiltration tests.
TCO before Confirmed rating… It would be good to have a policy on whether or not projects can get a TCO before the Confirmed rating is issued. The pro is flexibility. For example, I have had projects lately that had major delays getting their solar installed. I am not able to final a job until the PV is on the roof and functioning. But a house can obviously be occupied safely without solar. Cons are that if people get to move in before I finish my inspection and testing, I often have access problems and new liabilities as a jobsite converts into someone’s home.
Plan for what happens when a project does not meet it’s score requirement… An ERI score is a moving target, it will fluctuate throughout a construction project. Details and specs become available, changes and substitutions are made, inspection and test results become available, etc. I always try to build in a small point buffer to offset any score creep, but invariably some projects will land above their target. Some jurisdictions will say that the project needs to do what is necessary to gain the missing points. Sometimes that works. I have been able to ask builders to upgrade a hot water recirculation pump at final to make up a couple of points. But pretty quickly we run out of options for making points that don’t involve taking the house apart in some way, significant occupation delays, etc. This puts a lot of pressure on the Rater as this starts to get into real money fast. And a Rater does not have the authority or protections of an agent of a governmental jurisdiction. Raters aren’t enforcement officers. There needs to be a way out of this situation. Some jurisdictions use a fee-in-lieu of points model. I suppose that is a reasonable way to go, probably with some limitations.
Thirteen facts about Raters and ratings every jurisdiction should know…
Below is my model code adoption language. Please use it, customize it and evolve it…
HERS model adoption language
2021 IECC ERI model adoption language
Please note that I work in the mountains, custom luxury home market- climate zones 6 and 7. This could all change quite a bit in another part of the country. I don’t know a thing about termites, exterior vapor retarders, radiant barrier, etc.…
Thank you,
Mark McLain
Architect
ICC/HERS Compliance Specialist
ICC Residential Energy Inspector/Plans Examiner
RESNET Certified Home Energy Rater
BPI Building Analyst Professional
BPI Multi-family Building Analyst Professional
Link to Colorado Energy Conservation Code Hub for; Aspen, Basalt, Carbondale, Eagle County, Pitkin County, Town of Snowmass Village and the Town of Mountain Village
Ratings are a great tool for evaluating the projected performance of unbuilt houses. Many good points; they get projects into a simple energy model that can be used to Value Engineer the most cost-effective version of the proposed house, they put another set of eyes on the work- looking specifically for energy conservation issues, etc. But they do have their shortcomings. Here are a few places I can think of where other jurisdictions have had problems with the application of their adoptions recently…
Be specific about the adoption language regarding the yardstick you want to measure by. In 2015 HERS and ERI scores were the same. In 2018 HERS and ERI adopted different base standards, and now the scores do not align. ERI scores are harder to reach than HERS scores in 2018 and 2021. The other core difference between the two; ERI reports come with a list of “mandatory” items that have to be done per the IECC (International Energy Conservation Code) ; like pipe insulation. If I fail someone on a poor pipe insulation job, it will show up as a big red problem on the ERI report. HERS doesn’t have any “mandatory” items, no pass/fail. You can get a HERS score no matter what. I can give you a HERS score on an existing house, even though I can’t inspect the pipes.
Ratings don’t deal well with attached or unattached ADUs, guesthouses, party barns, etc. I recommend making a proactive statement in your adoption about how these kinds of things will be handled. Ignore ADUs entirely? Make ADUs stand on their own additional rating? Just an infiltration test for out buildings, no rating?
When a rater inspects a project with existing assemblies and unstickered windows, they must assume the worst. The project will have a hard time making a good score with existing assemblies holding them back. Raters cannot rate just part of a house and ignore part. I recommend additions would be allowed to submit prescriptively, or are required to meet a less stringent score than new construction.
I recommend making a proactive statement in your adoption about infiltration testing in multi-family buildings. Whole-building testing of multi-family buildings has been permitted in the past. Whole-building testing does not test the party wall, corridor wall and floor/ceiling assemblies. If individual unit testing is expected, then make that very clear up front. Typically party assemblies are not designed to create an airtight barrier between units. The unit-to-unit air leakage will make every unit perform poorly on the individual infiltration tests.
It would be good to have a policy on whether or not projects can get a TCO before the Confirmed rating is issued. The pro is flexibility. For example, I have had projects lately that had major delays getting their solar installed. I am not able to finish a job until the PV is on the roof and functioning. But a house can obviously be occupied safely without solar. Cons are that if people get to move in before I finish my inspection and testing, I often have access problems and new liabilities as a jobsite converts into someone’s home.
If a project covers insulation before I get to inspect it, I am required to assume the worst, and grade the insulation at the worst possible installation level. This can add several points to the final score, even though the insulation may have been great. It would help raters immensely if jurisdictions would stamp the drawings with something like, “Confirmed rating required for CO. Contact the Rater of record at start of construction, before insulation is installed, after insulation is installed and at substantial completion.”
A rating score is a moving target, it will fluctuate throughout a construction project. Details and specs become available, changes and substitutions are made, inspection and test results become available, etc. I always try to build in a small point buffer to offset any score creep, but invariably some projects will land above their target. Some jurisdictions will say that the project needs to do what is necessary to gain the missing points. Sometimes that works. I have been able to ask builders to upgrade a hot water recirculation pump at final to make up a couple of points. But pretty quickly we run out of options for making points that don’t involve taking the house apart in some way, significant occupation delays, etc. This puts a lot of pressure on the rater as this starts to get into real money fast. And a rater does not have the authority or protections of an agent of a governmental jurisdiction. Raters aren’t enforcement officers. There needs to be a way out of this situation. Some jurisdictions use a fee-in-lieu of points model. I suppose that is a reasonable way to go, probably with some limitations.
Several tests may be run in the course of a rating; infiltration, duct leakage, ventilation flows, ventilator watt draw, etc. An ERI report will show tests that did not comply with the IECC, but with a HERS rating the test reports may not be automatically supplied with the confirmed rating certificate. The test results will be incorporated into the model, but there is no pass-fail threshold related to the IECC. Recommend deciding ahead of time if test reports will be collected and reviewed. Is there going to be some consequence for failing IECC tests? Are they expected to be remediated and re-tested?
If you are trying to create a “total energy budget” for a house, know that ratings look only for specific items. People tend to ignore the little asterisks next to the HERS index that says “*relative to an average U. S. home”. A model Renewables Energy Offset Program would need to catch, not just snow melted driveways and outdoor pools, but also everything about the house that is above “average” in order to have a comprehensive accounting of projected energy usage. And that “average” house is looking at a national scope, I find that almost all of the single-family houses I rate in Colorado are above average in the amount of energy that gets used beyond the scope of a rating. For instance rating do not capture… Anything outside the thermal boundary of the living spaces of the house, like; heated garages, ADUs, out buildings, pools, pool houses, fountains, patio kitchens, patio heating, snowmelt, hot tubs, etc. Items inside the house that a rating will not capture; make-up air for a large kitchen hood or draft inducer for a fireplace, steam showers, humidifiers, oxygen concentrators, elevators, radon fans, multiple redundant appliances, redundant heating systems, whirlpool tubs, pools, supplemental ventilation or dehumidification for pools, etc. We know from study by a local engineering firm (Resource Engineering Group, Crested Butte) that these items, that differentiate an average house from a custom luxury house, are the very things that make these houses exponentially more energy consumptive. Ignoring the burden of the luxury items is really a form of discrimination against anyone trying to build an average house.
It doesn’t come up much, but just beware that houses that don’t fit into the rating box very well, may require/deserve an alternative approach to show compliance.
Ratings are based on dollars, not carbon. Ratings don’t know how clean or dirty the local electrical grid is. Science tells us that we should discourage the use of fossils fuels in new construction and embrace electrical technologies. Ratings don’t necessarily push new construction towards electric as a fuel. If you want to incentivize electrification, then something more than a standard rating is required.
Thanks,
Mark McLain
Architect & Sustainability Consultant
Link to Colorado Energy Conservation Code Hub for; Aspen, Basalt, Carbondale, Eagle County, Pitkin County, Town of Snowmass Village and the Town of Mountain Village