Title 24 Compliance Checklist for Homeowners — A Step-by-Step Guide to Passing Permit and Inspection in California

If you’re planning a remodel, addition, ADU, HVAC replacement, or new home build, you’ve probably heard that California requires Title 24 energy compliance documentation. But what does that really mean for you as a homeowner? This Title 24 Compliance Checklist for Homeowners breaks down the process in clear, practical terms so you can move through permit and inspection without costly delays.

Title 24 is part of California’s building standards. When your project scope affects the building envelope (windows, insulation, roof), mechanical systems (HVAC), water heating, or new construction, energy documentation is often required as part of your permit package. If it’s missing—or doesn’t match your plans—your permit can stall in plan check.

The good news? With the right coordination, Title 24 compliance becomes predictable and manageable. If you want direct help reviewing your plans, call (626) 365-1518.

Step 1: Confirm Whether Your Project Requires Title 24

Not every project triggers full compliance documentation, but many do. As a homeowner, you should first confirm whether your scope includes:

• New construction
• Accessory Dwelling Units (ADUs)
• Additions increasing conditioned floor area
• Window replacements (depending on scope)
• Major HVAC changes
• Garage conversions
• Significant remodels affecting envelope or mechanical systems

Your local building department can clarify requirements, but consulting with a Title 24 professional early prevents surprises later.

Step 2: Prepare a Complete Permit-Intent Plan Set

One of the biggest causes of delays is preparing energy documentation from draft or incomplete drawings.

Before compliance modeling begins, ensure your plans include:

• Accurate floor plans with square footage
• Window schedule listing U-factor and SHGC values
• Wall, roof, and floor insulation callouts
• Mechanical system specifications (HVAC type and efficiency)
• Water heater type and efficiency

Energy documentation must match the exact plans submitted to the city.

Step 3: Verify Window Performance Values

Windows are one of the most common correction triggers in plan check.

As part of your Title 24 Compliance Checklist for Homeowners, confirm:

• U-factor is listed for each window type
• SHGC (Solar Heat Gain Coefficient) is documented
• Window sizes match elevations and floor plans
• Substitutions are communicated before installation

Even small mismatches between documentation and installed windows can cause inspection issues.

Step 4: Finalize HVAC Selections Early

Your heating and cooling system plays a major role in compliance modeling. Changing systems after documentation is prepared can trigger revisions.

Checklist items:

• Confirm system type (ducted, ductless, heat pump, etc.)
• Verify model numbers and efficiency ratings
• Ensure ventilation requirements are addressed
• Coordinate with your HVAC contractor before permit submission

Waiting until after installation to reconcile documentation is risky and expensive.

Step 5: Confirm Insulation Requirements

Envelope insulation is another key compliance factor.

Make sure your plans clearly show:

• Wall insulation R-values
• Ceiling/roof insulation R-values
• Floor insulation where applicable
• Consistency between notes and details

Inspectors often verify insulation quality during construction. Documentation and installation must align.

Step 6: Understand Solar Requirements (If Applicable)

Under recent California energy code cycles, most newly constructed low-rise residential buildings require solar photovoltaic (PV) systems, subject to certain conditions.

Homeowners should confirm:

• Whether solar is required for their project type
• System size assumptions in the energy model
• Coordination between solar installer and compliance documentation

If solar is required and the system size changes, compliance documentation may need updating.

Step 7: Submit Complete Documentation With Your Permit Package

Your compliance forms must be included with your permit application when required. Submitting incomplete documentation leads to:

• Plan-check corrections
• Resubmittals
• Extended review timelines

Before submission, confirm that:

• Project address is correct
• Square footage matches plans
• All assumptions align with the architectural set
• Forms reflect the current code cycle

Step 8: Keep Documentation Updated During Construction

Plans sometimes change during construction. Windows may be substituted. HVAC equipment may be adjusted.

As a homeowner, notify your consultant if:

• Window types or sizes change
• Insulation values are revised
• HVAC equipment differs from the approved plan
• Solar system size changes

Failing to update documentation can cause inspection delays.

Step 9: Prepare for Inspection Alignment

Title 24 compliance doesn’t end at plan check. Inspectors verify that installed systems match approved documentation.

Homeowner checklist before final inspection:

• Confirm installed windows match documented performance values
• Verify HVAC system model numbers match the compliance report
• Ensure insulation is installed as specified
• Confirm required controls (thermostats, ventilation controls, etc.) are installed

Alignment between paperwork and installation prevents failed inspections.

Step 10: Keep Records for Future Reference

Maintain a copy of your approved Title 24 documentation with your home records. It may be needed for:

• Future remodels
• Resale disclosures
• Insurance documentation
• Warranty verification

Organized documentation makes future projects easier.

We Help Homeowners Keep Compliance Simple

Energy compliance doesn’t need to be confusing. With proper coordination and accurate modeling, Title 24 becomes a structured step in your permit process—not a surprise obstacle.

We work directly with homeowners, architects, designers, contractors, and permit expediters throughout California to prepare clear, permit-ready compliance documentation.

Call (626) 365-1518, upload plans through our contact page, or email info@title24energy.com with “Homeowner Checklist” in the subject line.

We’re Ready To Take Your Call

Following this Title 24 Compliance Checklist for Homeowners helps you avoid plan-check corrections, inspection delays, and costly rework. With complete plans, consistent documentation, and early coordination, your project moves more smoothly from permit to final approval.

Call (626) 365-1518 today and let’s make sure your compliance documentation is accurate, complete, and permit-ready.

 

Frequently Asked Questions About Title 24 Compliance Checklist for Homeowners

1. Do all home projects require Title 24 compliance?

Not all, but many projects affecting envelope or mechanical systems do require documentation.

2. Is Title 24 required for window replacement?

In many cases, yes, depending on scope and permit requirements.

3. Do HVAC replacements require compliance?

Often yes, especially when part of a permitted scope.

4. Is solar required for new homes?

Most new low-rise residential projects require solar under recent code cycles.

5. Can I reuse an old Title 24 report?

Reports are project-specific and generally cannot be reused without revision.

6. What causes permit delays most often?

Mismatches between energy documentation and plans.

7. Do inspectors check compliance documents?

Yes, installations must align with approved documentation.

8. What information is needed to start compliance?

Permit-intent plans with window, insulation, and HVAC specifications.

9. Can plan changes require updated reports?

Yes, any energy-related changes should trigger documentation review.

10. Does orientation matter?

Yes, building orientation affects energy modeling assumptions.

11. How long does compliance take?

Turnaround depends on project complexity and plan completeness.

12. Are ADUs subject to Title 24?

Yes, most ADUs require energy compliance documentation.

13. Can mistakes delay final approval?

Yes, documentation mismatches can delay inspections and occupancy.

14. What is a mandatory measure?

A minimum requirement that must be met regardless of modeling results.

15. Should I coordinate with my contractor?

Yes, communication prevents mismatches between documentation and installation.

16. Does insulation installation get inspected?

Yes, inspectors verify envelope measures during construction.

17. Can I change windows after approval?

Yes, but documentation may need revision.

18. Do lighting requirements apply to homes?

Yes, certain lighting efficiency requirements apply.

19. Should I keep a copy of my Title 24 report?

Yes, maintain it for future reference.

20. How do I get started?

Call (626) 365-1518 or upload your plans through our contact page to review your project.