How Do You Share Project Information With a Title 24 Consultant?

Call (626) 365-1518 | Alternative Energy Systems

A well-organized project submission allows an energy consultant to understand the proposed work without sorting through conflicting plans, unidentified attachments, or incomplete specifications. How do you share project information with a Title 24 consultant? Start by providing a clear project summary, the latest plan set, available energy-related specifications, your requested schedule, and any existing building-department comments.

Alternative Energy Systems can review residential, multifamily, mixed-use, and commercial project documents electronically. Plans and supporting information should be clearly labeled so AES can identify the property, current design version, proposed scope, and items that still need clarification.

The information may include floor plans, elevations, sections, roof details, window schedules, insulation notes, HVAC specifications, ventilation information, water-heating details, commercial lighting documents, previous Title 24 forms, and plan-check correction notices.

Do not send several versions of the same plan set without identifying which file is current. A brief written explanation can prevent the consultant from beginning the review with outdated or superseded information.

Alternative Energy Systems brings more than 30 years of California energy-compliance experience to permit-driven projects. Call (626) 365-1518 before submitting your documents if you are uncertain about which files are needed.

How Do You Share Project Information With a Title 24 Consultant at AES?

Project information can generally be shared electronically through the communication method arranged with Alternative Energy Systems. Clients may begin by calling AES, sending an email, or using the website’s contact page to describe the project.

The first communication should provide enough information for AES to identify:

Who is requesting the report
Where the project is located
What type of property is involved
What work is being proposed
Whether the plans are preliminary or permit-ready
Whether the project has already entered plan review
When the report is needed
Which project documents are currently available

After the project is introduced, AES can explain which files and specifications should be submitted for review.

The preferred method may depend on file size, document type, and the number of attachments. Confirm the transfer method with AES before sending unusually large files or sensitive project information.

Start With a Written Project Summary

Before attaching plans, prepare a short project summary. This gives the consultant context before opening individual drawings and specification sheets.

The summary should identify:

Project address
Permit jurisdiction
Residential or commercial property type
New construction, addition, alteration, or conversion
Approximate project size
Current design stage
Requested completion date
Primary contact person
Architect, designer, or contractor contact when relevant
Whether a previous Title 24 report exists
Whether correction comments have already been issued

A useful summary does not need to be long. It should clearly explain the actual scope instead of relying on a vague statement such as “residential remodel” or “commercial improvement.”

For example, explain whether the residential project adds conditioned floor area, converts a garage, replaces windows, changes the HVAC system, or alters the roof. For commercial work, explain whether the project changes lighting, controls, mechanical equipment, ventilation, the building envelope, or the tenant layout.

Identify the Person Authorized to Answer Questions

AES may need clarification after reviewing the documents. Identify who should answer design-related questions.

That person may be:

The property owner
The architect
The building designer
The general contractor
The mechanical designer
The electrical designer
The project manager

The correct contact should understand the plans or know who can provide missing product and system information.

Share One Clearly Identified Current Plan Set

The current plan set is usually the most important part of the project submission. It gives the consultant a coordinated view of the building and proposed work.

Whenever possible, share one complete PDF instead of sending each plan sheet as a separate attachment. A consolidated plan set is generally easier to review and reduces the chance that a sheet will be missed.

The plan set may include:

Cover sheet
Project data and scope notes
Site plan
Existing floor plans
Proposed floor plans
Exterior elevations
Building sections
Roof plan
Wall, roof, and floor details
Window and exterior-door schedules
Mechanical plans
Electrical and lighting plans
Relevant construction notes

The plans should be readable at normal viewing size. Avoid sending low-resolution photographs of printed drawings when a proper PDF is available.

State Which Plan Version Is Current

Include the plan date or revision date in your message. If several versions exist, state clearly which file should be used.

A useful note might read:

Please use the plan set dated August 1, 2026. The previous July plan set is no longer current.

Do not require the consultant to compare filenames and guess which document represents the final design.

Explain What Changed in a Revised Plan Set

When submitting revised plans, include a written change summary.

Changes may include:

Revised conditioned floor area
New or resized windows
Updated insulation assemblies
Different roof construction
New HVAC equipment
Relocated ductwork
Revised ventilation
Different water-heating equipment
Updated commercial lighting
Changed lighting controls
Expanded or reduced project scope

A change summary helps AES determine which portions of an existing analysis may need to be reviewed again.

How Should You Name Project Files?

Clear filenames help distinguish current plans, specifications, previous reports, and correction notices.

Useful filenames may include the project address, document type, and date.

Examples include:

123-Main-Street-Current-Plans-2026-08-01.pdf
123-Main-Street-Window-Schedule.pdf
123-Main-Street-HVAC-Specifications.pdf
123-Main-Street-Plan-Check-Corrections.pdf
123-Main-Street-Previous-Title-24-Report.pdf
123-Main-Street-Revision-Summary.docx

Avoid vague filenames such as:

Plans-final.pdf
Plans-final-2.pdf
New-document.pdf
Scan0001.pdf
Attachment.pdf

A file called “final” may not remain final after another revision. Including a date provides a more reliable way to identify the current version.

Share Window and Exterior-Door Information

The plan set may show window sizes and locations, but a separate schedule or product specification may still be needed.

Share available information for:

Window identification numbers
Width and height
Quantity
Operation type
U-factor
Solar heat gain coefficient
Glazing information
Frame type when relevant
Glazed exterior doors

If exact products have not been selected, state that in the project summary. Do not present preliminary values as final specifications.

The window schedule should agree with the floor plans and exterior elevations. Identify any window changes made after the plans were originally prepared.

Share Insulation and Building-Envelope Details

The consultant may need information about the thermal boundary of the proposed building.

Share applicable specifications for:

Exterior walls
Roofs
Ceilings
Attic spaces
Floors over unconditioned areas
Raised floors
Walls separating conditioned and unconditioned space
Other special envelope conditions

The documents should identify the proposed insulation value and assembly. A general note stating “insulate per code” may not provide enough project-specific information.

When sending wall or roof details separately, name the files clearly and explain which portion of the project each detail applies to.

Share HVAC and Duct Information

Provide the available specifications for heating, cooling, and air-distribution systems.

Helpful HVAC information includes:

System type
Manufacturer and model when selected
Heating efficiency
Cooling efficiency
Heat-pump information
Equipment capacity when available
Equipment location
Ducted or ductless configuration
New or existing system
New, existing, replaced, or extended ductwork

Duct information may include:

Duct location
Whether ducts are inside conditioned space
Duct insulation
Areas served by each system

If the final equipment has not been selected, explain what remains undecided. AES can identify which performance information must be provided before the report is completed.

Share Ventilation and Water-Heating Information

Ventilation and water-heating information should be included when it applies to the project.

Ventilation documents may identify:

Whole-building ventilation
Local exhaust
Outdoor-air systems
Ventilation equipment
Proposed airflow
Controls or operating schedules

Water-heating information may identify:

Equipment type
Fuel or energy source
Manufacturer and model
Efficiency
Storage, tankless, or heat-pump configuration
Equipment location
New, existing, or replaced system

For multifamily or commercial projects, explain whether the system serves individual units, a tenant space, or a central building system.

How Do You Share Commercial Lighting Information With a Title 24 Consultant?

Commercial lighting projects may require more than a reflected ceiling plan.

Share applicable documents for:

Lighting floor plans
Fixture schedules
Fixture identification numbers
Fixture wattage
Fixture quantity
Room or space use
Occupancy sensors
Automatic shutoff controls
Daylighting controls
Exterior lighting
Control notes and diagrams

The lighting plan, fixture schedule, and control information should describe the same design.

When revised fixtures are submitted, explain whether the wattage, quantity, location, or controls changed. Do not send a new fixture schedule without identifying how it relates to the current electrical plans.

For additional nonresidential assistance, review Title 24 compliance services and Title 24 energy analysis.

How Do You Share Information for a Residential Project?

A residential submission should distinguish the property’s existing conditions from the proposed construction.

Current architectural plan set
Existing and proposed floor plans
Exterior elevations
Building sections
Roof plan
Window and door schedule
Insulation notes
HVAC and duct information
Ventilation details
Water-heating specifications
Project summary

Residential plans should identify the conditioned floor area and clarify whether building components are new, existing, altered, or replaced.

Sharing Information for an ADU

For an attached or detached ADU, submit:

ADU floor plan
Exterior elevations
Building sections
Roof plan and details
Window and door schedule
Insulation information
HVAC specifications
Ventilation information
Water-heating details

For an attached ADU or garage conversion, provide enough information to distinguish the existing structure from the proposed conditioned living space.

Visit the ADU Title 24 page for related information.

Sharing Information for an Addition

Addition plans should show:

Existing floor area
New conditioned floor area
Removed and new walls
New windows and doors
New roof or ceiling assemblies
HVAC extensions or new equipment
Other energy-related alterations

Explain whether the existing system will serve the addition or whether separate equipment is proposed.

Sharing Information for a Remodel

For a remodel, provide a written list of energy-related changes.

These may include:

Replacement windows
Altered exterior walls
New insulation
Roofing changes
HVAC replacement
Ventilation changes
Water-heating replacement
Expanded conditioned space

How Do You Share Information for a Commercial Project?

Commercial submissions often involve architectural, mechanical, electrical, plumbing, and lighting documents.

Share applicable files for:

Architectural plans
Tenant-improvement scope
Building-envelope details
Mechanical plans
HVAC equipment schedules
Ventilation information
Service water-heating information
Electrical plans
Lighting fixture schedules
Lighting-control plans
Plan-check corrections

Identify the design professional responsible for each discipline when questions should be directed to different members of the project team.

The separate plan sets should remain coordinated. A lighting schedule that conflicts with the electrical plan or mechanical equipment that differs from the architectural notes may delay completion of the analysis.

How Do You Share a Previous Title 24 Report?

When a previous report exists, include it with the current project submission.

Also provide:

The plans used to prepare the previous report
The latest revised plan set
A written summary of changes
Updated window and insulation information
Current HVAC specifications
Updated water-heating details
Revised commercial lighting documents when applicable

Do not send only the old report and ask whether it is still valid. AES needs the current design information to determine whether the previous calculations and forms remain aligned with the project.

How Do You Share Plan-Check Corrections?

Send the complete building-department correction notice rather than copying only one energy-related comment into an email.

The complete package should include:

Full correction notice
Latest architectural plans
Current mechanical and electrical plans
Previously submitted Title 24 report
Updated product and equipment specifications
Written summary of revisions already made

The complete notice provides context. One correction may relate to another plan or specification issue elsewhere in the document.

Identify the correction cycle when possible, such as first review, second review, or resubmittal.

Call (626) 365-1518 if you need help determining which correction documents should be sent.

What Should You Avoid When Sharing Project Information?

Avoid submission practices that make the current project difficult to identify.

Common problems include:

Sending several unlabeled plan versions
Attaching individual sheets without a complete plan set
Using vague filenames
Sending unreadable photographs of drawings
Leaving the project address out of the message
Failing to explain the proposed scope
Omitting window or equipment specifications
Sending correction comments without the current plans
Sending revised plans without describing what changed
Assuming an old report automatically applies to a new design

A large number of files does not necessarily create a complete submission. The documents must be current, relevant, and clearly organized.

Should You Send Confidential or Sensitive Information?

Send only the information needed to evaluate the construction project.

A Title 24 consultant generally needs building plans, product specifications, project contacts, and permit-related information. Personal financial records, identity documents, account passwords, and unrelated private records are not ordinarily part of an energy-compliance submission.

Before sending unusually sensitive documents or very large files, contact AES and confirm the preferred transfer method.

Do not place passwords or confidential access credentials in filenames or ordinary project notes.

How Should You Follow Up After Sending the Documents?

After sending the project information, confirm that AES received the files and can open them.

Your follow-up should confirm:

Project address
Date the files were sent
Name of the current plan set
Number or type of supporting files
Requested turnaround
Best contact for questions

AES may respond with a request for missing information. Answer those questions using updated specifications or revised plans rather than informal guesses.

When a design decision has not been made, state that it remains pending. This is more useful than supplying an unsupported value that may later change.

What Happens After the Information Is Shared?

AES reviews the submitted information to understand the scope and determine whether the available plans support the required analysis.

The next steps may include:

Initial Document Review

AES reviews the plans and project summary to identify the building type, proposed work, and energy-related systems.

Request for Missing Information

AES may ask for window data, insulation details, HVAC specifications, ventilation information, water-heating equipment, lighting schedules, or other missing items.

Project Quote and Scheduling

The scope, complexity, documentation, and requested turnaround help determine the project cost and schedule.

Energy Analysis

The applicable building features and systems are evaluated using the project information provided.

Preparation of Compliance Forms

The forms are prepared based on the current project design and selected compliance measures.

Plan Coordination

The project team should confirm that the plans reflect the energy measures used in the report.

How Clear Information Can Improve Turnaround

A clearly organized submission does not guarantee a specific completion date, but it can reduce delays caused by document confusion and repeated requests for missing details.

Turnaround may be affected by:

Incomplete plans
Conflicting plan information
Missing window data
Undefined insulation assemblies
Undecided HVAC equipment
Missing ventilation information
Incomplete lighting schedules
Unexplained design revisions
Existing plan-check corrections

Call (626) 365-1518 to discuss your schedule before assuming the report can be completed by a particular deadline.

Why Choose Alternative Energy Systems?

Alternative Energy Systems provides Title 24 support for homeowners, contractors, architects, designers, developers, property managers, and commercial clients throughout California.

AES brings more than 30 years of California energy-compliance experience to:

New residential construction
New commercial construction
ADUs and garage conversions
Additions and remodels
Multifamily improvements
Commercial tenant improvements
HVAC and lighting projects
Plan-check corrections
Revisions to existing reports

AES reviews the actual project documents, identifies missing information, prepares the applicable analysis, and helps coordinate the compliance forms with the current plans.

Learn more on the About Us page or review the company’s professional background on the clients page.

Share Your Project Information With AES

Call (626) 365-1518 | Alternative Energy Systems

Understanding how do you share project information with a Title 24 consultant can help you avoid delays caused by outdated plans, missing specifications, and unidentified revisions.

Begin with a project summary and one clearly identified current plan set. Include the available window, insulation, HVAC, ventilation, water-heating, and commercial lighting information. If a previous report or correction notice exists, submit those documents with a summary of what changed.

Call (626) 365-1518 to:

Describe your project
Ask which documents should be shared
Confirm the preferred transfer method
Request a project-specific quote
Discuss the anticipated turnaround
Request help with plan-check corrections
Submit revised information for an existing report

You may begin through the contact page or contact AES directly using the information below.

Do not send an unlabeled collection of plans and expect the consultant to identify the current design. Organize the project, explain the scope, and call Alternative Energy Systems at (626) 365-1518 for professional Title 24 support.

Frequently Asked Questions: How Do You Share Project Information With a Title 24 Consultant?

How Do You Share Project Information With a Title 24 Consultant?

Start by contacting the consultant and providing a project summary. Then share the current plan set, relevant specifications, previous reports, and correction documents using the transfer method arranged with the consultant.

Can project plans be sent electronically?

Project plans and supporting documents can generally be reviewed electronically. Contact AES to confirm the preferred method for your files.

Should I send one PDF or separate plan sheets?

One clearly identified, current PDF plan set is generally easier to review than numerous individual sheets. Separate supporting specifications can be attached when needed.

What should the project summary include?

Include the address, jurisdiction, property type, proposed scope, current design stage, requested schedule, primary contact, and whether a previous report or correction notice exists.

How should I name the files?

Use the project address, document type, and date. Avoid vague filenames such as “final,” “new plans,” or “attachment.”

Should I send preliminary plans?

Yes. Preliminary plans can be reviewed, but identify them as preliminary. The final report requires enough information to accurately represent the proposed design.

What specifications should be included?

Include available window, door, insulation, roofing, HVAC, duct, ventilation, water-heating, and commercial lighting information.

What should I send for an ADU?

Submit the ADU plans, elevations, sections, roof details, window schedule, insulation notes, HVAC specifications, ventilation information, and water-heating details.

What should I send for a commercial project?

Submit architectural, mechanical, electrical, lighting, control, ventilation, water-heating, and equipment information applicable to the proposed work.

How do I submit revised plans?

Clearly identify the newest plan set and include a written summary explaining what changed after the prior version.

Should I include an old Title 24 report?

Yes. Also include the plans used for that report, the latest plans, and a summary of all design changes.

How do I send plan-check corrections?

Send the complete correction notice, current plans, previous report, updated specifications, and a summary of changes already made.

Should I send personal or financial records?

Send only information relevant to the building and permit project. Contact AES before sending unusually sensitive documents.

How do I know whether the files were received?

Follow up with AES and confirm the project address, plan filename, date sent, and best contact for questions.

How do I get started?

Call Alternative Energy Systems at (626) 365-1518 or use the contact page to introduce the project and ask how to submit the current documents.