What Is the Process After Requesting a Title 24 Report?

Call (626) 365-1518 | Alternative Energy Systems

Requesting a Title 24 report begins a professional review process rather than an instant document-generation step. What Is the Process After Requesting a Title 24 Report is an important question for homeowners, contractors, architects, designers, developers, property managers, and business owners who need California energy-compliance documentation for a permit project.

After the initial request, Alternative Energy Systems reviews the project description and available plans to determine what type of analysis is needed. AES may then request additional information involving windows, insulation, roofing, HVAC equipment, ducts, ventilation, water heating, commercial lighting, controls, or other energy-related features.

Once the required information is available, AES completes the applicable energy calculations, evaluates the proposed compliance measures, prepares the necessary forms, and helps identify the information that must remain coordinated with the construction plans.

The process may also include a project-specific quote, payment instructions, design clarifications, revisions, or assistance with building-department correction comments.

Alternative Energy Systems brings more than 30 years of California energy-compliance experience to residential, multifamily, mixed-use, and commercial permit projects. Call (626) 365-1518 to request a report, submit your plans, or ask what happens next for your specific project.

What Is the Process After Requesting a Title 24 Report From AES?

The general process includes the following stages:

Project request and initial intake
Scope and document review
Request for missing or conflicting information
Quote, authorization, and payment instructions
Energy calculations and compliance review
Preparation of the applicable forms
Coordination with the current plan set
Delivery of the completed documentation
Revisions or correction support when required

The exact workflow depends on the project.

A detached ADU does not necessarily follow the same calculation path as a commercial restaurant improvement. A residential addition may require coordination with an existing home, while a commercial tenant improvement may involve separate architectural, mechanical, electrical, lighting, and control documents.

AES reviews the actual project before defining the complete scope.

Step 1: AES Receives the Initial Request

The process begins when the client contacts Alternative Energy Systems and describes the proposed work.

The initial request may be made by:

A homeowner
A property owner
A contractor
An architect
A building designer
A developer
A property manager
A business owner
An authorized project representative

The request should identify the basic project type and explain why the report is needed.

Projects may include:

New residential construction
New commercial construction
An attached or detached ADU
A garage conversion
A room addition
A second-story addition
A residential remodel
A multifamily improvement
A commercial tenant improvement
An HVAC replacement
A lighting or lighting-control project
A plan-check correction response
A revision to an existing report

A brief description such as “I need Title 24” may start the conversation, but AES will need more information before determining the service, price, and schedule.

Information to Include in the Initial Request

Provide:

Project address
Permit jurisdiction
Residential or commercial property type
Description of the proposed work
Approximate project size
Current design stage
Requested completion date
Primary contact person
Whether plans are available
Whether a previous report exists
Whether correction comments have been issued

This information helps AES understand what should be reviewed first.

Step 2: The Project Scope Is Confirmed

After the request is received, AES evaluates the stated scope.

The project scope determines:

Whether the work is residential or nonresidential
Whether it involves new construction or an alteration
Which building areas are conditioned
Which building components are affected
Which mechanical or lighting systems are involved
Which calculations may apply
Which compliance forms may be required

The scope must be clear because Title 24 documentation is tied to the proposed work.

For example, a residential remodel that replaces interior finishes may have a different energy scope from a remodel that changes exterior walls, windows, insulation, roofing, HVAC equipment, and conditioned floor area.

A commercial lighting alteration may have a different scope from a complete tenant improvement that also modifies ventilation, mechanical equipment, service water heating, and the building envelope.

Why Scope Confirmation Matters

An incomplete scope can affect:

The project quote
The required plans
The calculation method
The applicable forms
The turnaround estimate
The need for later revisions

Describe the complete proposed work before the analysis begins.

Step 3: The Current Plans Are Submitted

AES generally needs the current construction documents before completing the project review.

Whenever possible, submit one clearly identified PDF plan set rather than numerous separate sheets with unclear filenames.

The plan set may include:

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

The plans should be readable and should represent the current design.

If several versions exist, identify which file AES should use.

Use Clear Filenames

A useful filename might include:

Project address
Document type
Plan or revision date

For example:

123-Main-Street-Current-Plans-2026-08-04.pdf
123-Main-Street-Window-Schedule.pdf
123-Main-Street-HVAC-Specifications.pdf

Avoid filenames such as:

Final-Plans.pdf
Final-Plans-2.pdf
New-Attachment.pdf
Scan0001.pdf

Clear filenames help reduce confusion when plans are revised.

Step 4: AES Reviews the Plans and Specifications

AES examines the available documents to determine whether the project contains the information needed for the energy analysis.

The review may address:

Conditioned floor area
Building orientation
Wall construction
Roof and ceiling assemblies
Floor assemblies
Insulation values
Window sizes and locations
Window performance
Exterior doors
Roofing characteristics
HVAC equipment
Duct locations
Ventilation systems
Water-heating equipment
Residential lighting measures
Commercial lighting and controls

The purpose of this stage is to understand the actual building design and identify whether the plans are coordinated.

Existing and Proposed Work Must Be Clear

For additions, remodels, garage conversions, and attached ADUs, the plans should distinguish:

Existing conditioned space
Existing unconditioned space
New conditioned space
Removed construction
New walls and openings
Existing systems that remain
New or replaced equipment

Unclear project boundaries can delay the analysis or cause the wrong building area to be evaluated.

Step 5: Missing or Conflicting Information Is Identified

After the initial plan review, AES may send questions or request additional documents.

Common missing items include:

Window dimensions
Window U-factors
Window solar heat gain coefficients
Exterior-door specifications
Wall insulation
Roof insulation
Ceiling and attic details
HVAC system type
Heating and cooling efficiencies
Duct-location information
Ventilation specifications
Water-heating information
Commercial fixture wattage
Lighting-control details

Conflicting information may also require clarification.

Examples include:

Floor areas that differ between sheets
Window schedules that do not match elevations
Mechanical equipment that differs between the notes and schedules
Insulation values that differ between sections and details
Lighting schedules that do not match the electrical plans

AES can identify the conflict, but the architect, designer, contractor, engineer, owner, or supplier may need to provide the final design decision.

Step 6: The Client Responds to Information Requests

The project can move forward when the missing details are supplied.

Responses should be based on updated plans, schedules, or product specifications rather than informal guesses.

When an item remains undecided, state that clearly.

For example:

The final windows have not been selected
The HVAC model is pending
The architect is revising the roof assembly
The lighting designer is updating the control plan
The contractor is confirming the duct location

This allows AES to distinguish between confirmed project information and pending design decisions.

Who Should Answer Technical Questions?

The appropriate contact may be:

The architect
The building designer
The mechanical engineer
The electrical designer
The contractor
The equipment supplier
The owner

Identify the person authorized to make or confirm design decisions.

Step 7: The Quote and Service Scope Are Confirmed

AES can provide a project-specific quote after enough information is available to understand the work.

The quote may consider:

Project type
Building size
Calculation complexity
Plan completeness
Number of building systems
Requested turnaround
Previous reports
Design revisions
Plan-check corrections

Review the quote for:

Project address
Service description
Calculation scope
Expected forms or deliverables
Turnaround information
Revision terms
Correction-response terms
Payment amount
Payment instructions

Do not assume that every project includes unlimited revisions, expedited scheduling, third-party testing, permit fees, or all future correction cycles.

Review Title 24 report pricing in California for additional pricing information.

Step 8: Payment Is Completed When Arranged

Payment should follow the instructions provided for the specific project.

When the service and amount have already been arranged, payment may be completed through the AES payment page.

Before paying, confirm:

Client name
Project address
Approved amount
Service being purchased
Applicable quote or invoice
Payment deadline

The payment page should not replace the initial quote and project-review process.

Call (626) 365-1518 when the amount or payment timing has not been confirmed.

Step 9: AES Completes the Energy Calculations

Once the necessary information is available and the project has been authorized, AES can complete the applicable energy analysis.

The calculations may evaluate:

Building geometry
Conditioned floor area
Building orientation
Wall, roof, ceiling, and floor assemblies
Insulation values
Window area and performance
Exterior doors
Heating and cooling equipment
Duct locations
Ventilation
Water heating
Residential lighting measures
Commercial lighting power
Lighting-control systems

The required calculations depend on the occupancy, project scope, construction details, and applicable compliance approach.

For more information, review the Title 24 energy calculations page.

Step 10: The Proposed Design Is Evaluated

The analysis determines whether the proposed building features support the applicable compliance requirements.

The project may move directly to form preparation when the design and documentation are sufficient.

In other cases, the analysis may identify an issue requiring clarification or adjustment.

Potential areas of review include:

Window performance
Window area
Insulation values
Roof construction
HVAC efficiency
Duct location
Water-heating equipment
Commercial lighting power
Lighting controls

AES can explain which part of the design requires attention. The project team then determines which practical change should be incorporated into the plans.

Design Changes May Require Additional Review

A change made during the calculation stage may affect several parts of the report.

For example:

Resizing windows may change the envelope analysis
Selecting different HVAC equipment may change mechanical information
Changing the roof assembly may affect insulation and roofing measures
Changing commercial fixtures may affect lighting-power calculations

Send revised information promptly so AES does not continue using an outdated design.

Step 11: The Compliance Forms Are Prepared

After the energy analysis is completed, AES prepares the applicable project-specific forms.

The documentation may identify:

Project information
Building characteristics
Envelope measures
Window performance
Mechanical systems
Ventilation
Water heating
Lighting measures
Control requirements
Applicable verification measures

The exact forms depend on the project type and scope.

A new home, addition, commercial tenant improvement, HVAC alteration, and lighting project may use different documentation.

Step 12: The Report Is Coordinated With the Plans

The report and plans must describe the same project.

AES may identify measures that should appear in the construction documents. The architect, designer, contractor, or responsible project professional should confirm that the plan set reflects those requirements.

Review the documents for consistency involving:

Project address
Conditioned floor area
Window sizes
Window performance
Insulation
Roof characteristics
HVAC equipment
Duct locations
Ventilation systems
Water-heating equipment
Commercial lighting
Lighting controls

A technically correct report based on an old plan set may still create a permit problem.

The report does not replace the construction plans. It works with them as part of the permit package.

Step 13: The Completed Report Is Delivered

After the calculations, forms, and coordination review are complete, AES provides the project documentation according to the arranged service.

The client should review the delivered files for:

Correct project address
Correct client or project identification
Current plan version
Expected forms
Identified energy measures
Any notes requiring plan updates

Report any obvious project-identification issue promptly.

The architect, designer, contractor, owner, or permit coordinator can then incorporate the documentation into the broader permit-submittal package.

What Happens After the Report Is Delivered?

Delivery of the report does not necessarily end the project’s complete permit process.

The next steps may include:

Adding the forms to the permit package
Updating plan notes and schedules
Submitting the package to the building department
Responding to plan-check comments
Updating the report after design revisions
Coordinating field-verification requirements

The exact responsibility for submission should be confirmed with the project team.

The architect, designer, contractor, owner, or permit coordinator may be responsible for submitting the complete plans.

Does AES Submit the Permit Package?

Preparing a Title 24 report does not automatically mean that AES submits the entire building-permit application or acts as the project’s permit expediter.

The complete permit package may include:

Architectural plans
Structural documents
Mechanical plans
Electrical plans
Plumbing plans
CALGreen documentation
Title 24 forms
Jurisdictional applications

Confirm who is responsible for:

Uploading the complete plans
Paying permit and plan-check fees
Tracking the application
Receiving correction comments
Coordinating responses from each design professional

Do not assume that these administrative services are included unless the written proposal states otherwise.

What Happens if the Building Department Issues Corrections?

The building department may request clarification or identify a conflict involving the energy documentation.

Energy-related comments may involve:

Missing forms
Inconsistent window information
Missing insulation notes
Mechanical-equipment discrepancies
Ventilation questions
Water-heating information
Commercial lighting power
Lighting controls
Differences between the report and plans

Send AES:

The complete correction notice
The latest architectural plans
Current mechanical plans
Current electrical and lighting plans
The previously submitted report
Updated product specifications
A written summary of revisions already made

AES can review the complete package and determine whether the response requires a clarification, revised calculation, updated form, or change to the plans.

What Happens if the Plans Change After the Report?

The report may need to be revised when the design changes.

Updates may be necessary when the project changes:

Conditioned floor area
Building geometry
Window sizes
Window performance
Insulation
Roofing
HVAC equipment
Duct locations
Ventilation
Water heating
Commercial lighting
Lighting controls
The overall permit scope

Submit:

The previous report
The latest plan set
Updated specifications
A written change summary
The requested revision date

A report based on superseded plans should not be submitted with the revised permit set.

What Is the Process After Requesting a Title 24 Report for an ADU?

The ADU process follows the same general workflow, but the project documents must identify whether the unit is detached, attached, or converted from existing space.

AES may need:

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

For an attached ADU or garage conversion, the plans should distinguish existing construction from the new conditioned living area.

The process may involve:

Reviewing the ADU scope
Confirming the existing and proposed areas
Reviewing windows and envelope assemblies
Reviewing HVAC, ventilation, and water heating
Completing the residential calculations
Preparing the applicable forms
Coordinating the measures with the ADU plans

Visit the ADU Title 24 page for related information.

What Is the Process for an Addition or Remodel?

For an addition or remodel, AES must understand what exists and what will change.

The plans should identify:

Existing conditioned space
New conditioned space
Removed and proposed walls
New or replaced windows
New insulation
Roof and ceiling alterations
Existing or new HVAC systems
Duct extensions
Ventilation changes
Water-heating changes

The report process may be delayed when the existing and proposed conditions are not clearly separated.

A remodel should also identify whether the work is cosmetic or affects energy-related building components.

What Is the Process After Requesting a Commercial Title 24 Report?

Commercial projects may require coordination among several design disciplines.

AES may review:

Architectural plans
Building-envelope details
Mechanical plans
HVAC equipment schedules
Ventilation information
Service water-heating information
Electrical plans
Lighting fixture schedules
Lighting-control plans

Commercial projects may include:

New nonresidential buildings
Office tenant improvements
Retail build-outs
Restaurant improvements
Warehouse alterations
Mixed-use projects
Commercial HVAC replacements
Interior lighting projects
Exterior lighting projects
Multifamily common-area improvements

The process may require questions to be directed to separate architectural, mechanical, electrical, plumbing, or lighting contacts.

For related services, review Title 24 compliance services and Title 24 energy analysis.

Does the Process Include HERS Testing?

The Title 24 report may identify measures requiring field testing or verification.

The consultant prepares the energy analysis and applicable forms. Field testing or verification is completed separately by the appropriate professional.

The report process does not automatically include:

Duct-leakage testing
Airflow verification
Refrigerant-charge verification
Fan testing
Construction inspections
Other field-verification services

Not every project has the same verification requirements.

The completed report can help the project team identify which measures may apply during construction.

Review Title 24 vs. CALGreen for additional information about overlapping compliance subjects.

How Long Does the Process Take?

Turnaround depends on:

Project type
Building size
Building geometry
Calculation complexity
Completeness of the plans
Availability of specifications
Response time for missing information
Requested design changes
Plan-check corrections
Requested priority scheduling

A coordinated project with complete information can generally move more efficiently than one requiring repeated clarification.

The total calendar time may include periods when AES is waiting for:

Updated plans
Window information
Insulation details
Equipment selections
Lighting schedules
Answers from the project team

Call (626) 365-1518 to discuss a schedule based on the actual project.

How Can You Keep the Process Moving?

Clients can reduce avoidable delays by following several practical steps.

Submit One Current Plan Set

Clearly identify the current file and avoid sending several superseded versions without explanation.

Provide a Complete Scope

Explain every energy-related part of the proposed work.

Include Available Specifications

Submit window, insulation, HVAC, ventilation, water-heating, lighting, and control information when available.

Identify Pending Decisions

Tell AES which products or systems remain undecided.

Respond Promptly

Direct technical questions to the correct architect, designer, contractor, engineer, or supplier.

Report Design Changes Early

Do not wait until the report is complete to disclose major revisions.

Send Complete Correction Notices

Provide the entire notice and the latest plan set rather than one isolated comment.

Common Problems That Interrupt the Process

Frequent issues include:

No clear project description
Missing floor plans
Conflicting square footage
Several unidentified plan versions
Window schedules that do not match the elevations
Missing window performance values
Undefined insulation assemblies
Unclear roof construction
Undecided HVAC equipment
Missing duct information
Incomplete ventilation details
Missing water-heating specifications
Incomplete commercial lighting schedules
Missing lighting controls
Repeated design changes
Correction notices submitted without current plans

Providing a large number of files does not necessarily create a complete submission. The documents must be current, readable, relevant, and coordinated.

Why Choose Alternative Energy Systems?

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

AES brings more than 30 years of 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 and calculations

AES reviews the actual project, identifies the information needed, completes the applicable analysis, prepares the forms, and helps coordinate the energy documentation with the current plans.

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

Request Your Title 24 Report From AES

Call (626) 365-1518 | Alternative Energy Systems

Understanding What Is the Process After Requesting a Title 24 Report helps you prepare for each stage: project intake, plan review, missing-information requests, quote approval, payment, calculations, form preparation, plan coordination, delivery, and possible revisions.

Alternative Energy Systems can review your residential or commercial project, identify the required information, prepare the applicable analysis, and help move the energy-compliance package toward permit submittal.

Call (626) 365-1518 to:

Describe your project
Submit the current plans
Ask what information is still needed
Request a project-specific quote
Discuss the anticipated turnaround
Request help with plan-check corrections
Request revisions to an existing report

You may also begin through the contact page. When the service and payment amount have already been arranged, payment can be completed through the AES payment page.

Do not wait until the intended permit-submittal date to begin the energy-compliance process. Call Alternative Energy Systems at (626) 365-1518 and request a professional review of your current project plans.

Frequently Asked Questions: What Is the Process After Requesting a Title 24 Report?

What Is the Process After Requesting a Title 24 Report?

AES reviews the project scope and plans, identifies missing information, confirms the service, completes the applicable energy calculations, prepares the forms, and helps coordinate the report with the current plan set.

What happens immediately after I contact AES?

AES needs basic information about the property, proposed work, current design stage, permit jurisdiction, requested schedule, and available plans.

Do I need to submit plans before receiving a report?

Yes. Project-specific calculations and forms generally require current plans and applicable building-system information.

What documents should I send?

Helpful documents include floor plans, elevations, sections, roof plans, window schedules, insulation details, HVAC specifications, ventilation, water heating, commercial lighting plans, and correction notices when applicable.

What happens if information is missing?

AES can identify the missing details and explain what must be provided before the calculations or final forms can be completed.

Who answers technical questions?

The architect, designer, contractor, engineer, owner, or equipment supplier may need to answer questions depending on the subject.

When is the project quote prepared?

A meaningful quote can be prepared after AES has enough information to understand the project scope, calculation complexity, documents, requested schedule, and revision needs.

When do I pay?

Payment should follow the project-specific quote or invoice. The AES payment page may be used after the service and amount have been arranged.

What happens during the calculation stage?

AES evaluates the applicable building envelope, windows, HVAC systems, ducts, ventilation, water heating, lighting, controls, and other project-specific energy features.

What happens if the design does not work as proposed?

AES can identify the area requiring attention. The project team can then determine which practical design adjustment should be made.

What happens after the calculations are completed?

AES prepares the applicable forms, reviews the project information, and identifies measures that should remain coordinated with the permit plans.

Does AES prepare the architectural plans?

The energy report works with the architectural plans. Complete architectural design or drafting should not be assumed unless separately arranged.

Does AES submit the entire permit package?

Not automatically. Confirm whether the architect, designer, contractor, owner, or permit coordinator is responsible for submission.

What happens if the building department issues corrections?

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

What happens if the plans change?

The report may need to be revised so the calculations and forms remain aligned with the current design.

Does the process include HERS testing?

The report may identify field-verification measures, but testing and inspections are separate services performed by the appropriate professional.

How long does the process take?

Timing depends on project type, complexity, plan completeness, available specifications, response time, revisions, and correction requirements.

Does receiving the report guarantee permit approval?

No. The report supports the energy-compliance portion of the permit package, but the complete project remains subject to building-department review.

How do I get started?

Call Alternative Energy Systems at (626) 365-1518, describe the project, and submit the current plans for review.