Legal

Terms of Service & Refund Policy

Last updated November 10, 2026

These terms are a contract between you and [LEGAL NAME], a sole proprietor doing business as Title 24 Plan ("we", "us"), [STREET ADDRESS], [PHONE]. They cover every order placed on title24plan.com or by email quote. You accept them when you tick the box agreeing to them and pay. Please read the refund policy and sections 3, 9 and 12 closely: they limit what you can get back.

Refund policy, in short

• Full refund if you cancel before we start your energy model. Email us to cancel. Our reply will say whether work had started.
• Full refund if your project turns out not to need a Title 24 report, or if we can't prepare it for a reason on our side.
• Full refund for duplicate or mistaken orders.
• Full refund if we haven't delivered within 7 days after we have your payment and complete plans, and you cancel before we deliver.
• No refund once we start your energy model or deliver your report. That includes when the design can't comply as drawn, the city rejects the permit for another reason, or the project is cancelled.
• Refunds go back to your original payment method within 30 days.

1. What you get

• A Title 24, Part 6 Certificate of Compliance (CF1R) for the project address you give us, prepared with California Energy Commission (CEC) approved compliance software under the energy code in effect when we prepare it.
• Registration of the CF1R in the CHEERS registry, including the CF1R registration fee.
• The registered report as a PDF, a digital 24x36 plan sheet (PDF), and a one-page list of the ratings your equipment needs, all sent by email.
• Two free revisions (section 7).

Anything not listed here is not included unless we agree to it in writing.

2. What is not included

• Field testing. Many projects need an independent ECC (HERS) rater to test items during construction. You hire and pay the rater. We are not a rater.
• Other forms and fees. Installation forms (CF2R) and rater forms (CF3R), and any registry fees for them. Permit, plan-check and city fees.
• Design work. Drawing or changing your plans, choosing your equipment for you, HVAC load calculations or equipment sizing, and structural, mechanical, electrical, plumbing, fire or zoning review.
• Dealing with the city in person. We answer plan-check comments about the energy report by revising the report. We don't attend meetings or file your permit.

3. Who we are, and who we are not

We sign the report as the documentation author: we enter your design into the software and prepare the paperwork. We are not a licensed architect, engineer or contractor, and we are not an ECC (HERS) rater. We don't design your building, choose its features, or check it against codes other than the energy code. The person responsible for the design signs the report in CHEERS as the responsible designer and is responsible for the design. Nothing we tell you is legal, engineering or design advice. The equipment list states the minimum ratings that match your report. It is not a recommendation of any product.

4. Price and payment

You pay in full at checkout. Stripe processes the payment. The price is set by the project type and the size (conditioned square feet) you enter. Multifamily and other quoted projects are priced in a written quote, and these terms apply once you accept it and pay.

We check the size when we first review your plans, before we start the energy model. If your plans show a larger size, we'll email you the new price and wait for you to pay the difference. If you'd rather not, you can cancel then for a full refund. If your plans show a smaller size, we refund the difference. The same rule applies if a revision changes the size.

5. Delivery time

Your report is ready for your designer's signature within 48 hours after we have both your payment and complete plans and information. Registration depends on your designer signing the report in CHEERS. The clock pauses while we wait for an answer or a price difference from you, and during outages of CHEERS or the CEC software that we can't control. "Delivered" means we have registered the report and emailed it to you. If we haven't delivered within 7 days after we have your payment and complete plans, you may cancel for a full refund until we deliver.

6. Your responsibilities

• Send plans and information that are complete, accurate, and show the project as it will be built, including the correct size.
• Send only plans you have the right to share. If someone else drew them, you confirm they allow you to use them for this report.
• Answer our questions promptly. Check your order details and tell us about any error within 24 hours of ordering.
• Review the delivered report and tell us within 7 days if anything doesn't match your plans.
• Have the responsible designer e-sign the report in CHEERS, and give the report to your builder.
• Build to the report, including the values we assumed (section 8). If the building changes, get the report revised before your final inspection.
• Hire an ECC (HERS) rater if your report lists field-verified items.

7. Revisions

Two revisions are included free within 90 days of delivery. A revision is any update to your report, such as a response to a plan-check comment or a change to your design. These are not revisions and are quoted before we start: a change of building type or number of units, a different building or address, or an update needed because the energy code or software changed after delivery. If an error is ours, we fix it free at any time, and that doesn't count as one of your two.

8. Values we assume

If your plans or order don't show something the software needs, we use a standard value that passes, such as a heat pump for heating and cooling, a heat pump water heater, standard insulation, window ratings or roof color. Every assumed value is listed in your report. Once the report is signed, those values are requirements: the building must be built with them, or better, or the report must be revised. An assumed value is not a design recommendation for your site.

9. Designs that can't comply

Some designs can't meet the energy code as drawn. Gas furnaces and gas water heaters often can't on new construction. If yours doesn't pass, we'll tell you which changes would make it pass. Choosing one counts as a revision. A design that can't comply as drawn is not grounds for a refund once we've started the energy model.

10. No guarantee of approval

We prepare your report with reasonable care, using CEC-approved software. We can't guarantee that a building department will accept it or approve your permit, or how long its review will take. If plan check comments on the energy report, we revise it under section 7.

11. What we're not responsible for

• Your building's design, or whether it meets codes other than the energy code.
• Building-department review times, decisions or interpretations.
• Field testing by ECC (HERS) raters, and its results.
• Construction, installation or equipment that differs from the report.
• Energy code, software or registry changes after delivery.
• Problems caused by inaccurate, incomplete or outdated information you gave us.

12. Limit of liability

To the fullest extent the law allows:

• Our total liability for any claim about an order is limited to the amount you paid for that order.
• We are not liable for indirect or consequential losses, such as construction delays, redesign, rework, lost rent or lost profit.
• Apart from the promises in these terms, we make no other warranties about the report.

These limits do not apply to fraud, willful injury, gross negligence, violation of law, or anything else California law does not allow a contract to limit.

13. If a claim comes from your information

If someone else makes a claim against us because you gave us inaccurate or incomplete information, sent plans you didn't have the right to share, or built something different from the report, you agree to cover our reasonable losses and costs from that claim, including reasonable attorney fees, to the extent your action caused them.

14. Your plans and your report

Your plans stay yours. You let us use them to prepare, register and revise your report. Once you have paid, you may use the report and plan sheet for the project address shown on them: to get your permit, build, and keep records. You may share them with your designer, builder, rater, the city and later owners. You may not reuse them for another address or project. We keep the rights to our software files and working documents. We may show your report as a sample only after removing names, the address and other details that identify you.

15. Privacy

What we collect. The details you enter on our forms: names, email addresses and phone numbers for you, the owner, the designer and the contractor; the project address and project details; your plans; messages and reviews. Stripe collects your payment details. We never see your full card number.

How we use it. To prepare, register, deliver and revise your report, to take payment, to answer you, and to keep business and tax records. We don't sell your personal information or share it for advertising, and our site uses no advertising or analytics trackers.

Who receives it. Only the services we need to do the work:

• The CHEERS registry: the project address, project details and the names and emails of the people who sign. CHEERS emails signers a link to sign.
• Stripe (payments), Resend (delivers form submissions to our inbox) and Vercel (hosts the site and stores uploaded plans).
• Google Fonts. Our pages load fonts from Google, which receives your IP address.
• The building department, when it asks about your report, and our accountant or attorney, or anyone the law requires.

Uploaded plans. A PDF you upload is stored at a long, random web address. Anyone who has that exact address can open the file, but we don't publish or share it beyond the people above. If you send a Google Drive, Dropbox or similar link instead, you control who can open it. You can turn sharing off once your report is delivered.

How long we keep it. Plans, reports and order emails for 3 years, then we may delete them. Payment and tax records for as long as the law requires. Registered reports also stay in CHEERS under its own rules.

Your choices. Email us to see, correct or delete your information. We'll do it unless we must keep it for the records above. Reviews are published only if you tick the box allowing it, and then only your first name, city and review. Our site does not track you across other sites, so it does not respond differently to "Do Not Track" signals. The site is not meant for children under 16. We take reasonable steps to protect your information, but no system is perfectly secure. If we change this section, we'll update the date at the top of this page.

16. Payment disputes

If something's wrong, please contact us first. We'll work to fix it. If you dispute a charge with your bank, we may give the payment processor your order, your acceptance of these terms and our delivery record. Your right to use the report depends on paying for it.

17. Disputes and governing law

If you have a dispute, email us first and give us 30 days to try to fix it. California law governs these terms. Either of us may bring a claim in small claims court. Otherwise, claims go to the Superior Court of California, County of [COUNTY], unless the law gives you the right to file elsewhere.

California consumers: you can contact the Complaint Assistance Unit of the Division of Consumer Services, California Department of Consumer Affairs, 1625 North Market Blvd., Suite N-112, Sacramento, CA 95834, phone (800) 952-5210.

18. The rest

• These terms, your order and any written quote are the whole agreement between us.
• If any part is found unenforceable, the rest still applies.
• If we don't enforce a term right away, we can still enforce it later.
• We may update these terms. The version you accepted at checkout applies to your order.

19. Contact

[LEGAL NAME], doing business as Title 24 Plan, [STREET ADDRESS], [PHONE]. Email hello@title24plan.com, or reply to your order email.