Title 24 Document Checklist: What to Send, by Project

To start a Title 24 report, send the project address, a dimensioned floor plan and your window sizes. The more of the checklist below you include, the fewer questions come back and the closer the first draft is to final.

The plan checker will compare the report against your drawings line by line, so the report has to be built from the same plans you submit.

The core five, for every project

Project address. It sets your climate zone. Some cities sit in more than one zone.
Floor plan with dimensions. Room names, ceiling heights, and which spaces are heated or cooled.
Elevations, or a window and door list. Size and direction of every window and glass door.
Wall, roof and floor construction. A building section or notes: 2x4 or 2x6 walls, attic or vaulted ceiling, slab or raised floor.
Heating, cooling and water heating equipment. Type at least. Model numbers if you have them.

Helpful extras

Window product data: NFRC U-factor and SHGC from a quote or spec sheet.
Equipment spec sheets: Los Angeles County asks for manufacturer data sheets for selected equipment.
Site plan with north arrow: confirms which way each window faces.
Roof plan: roof shape, pitch and where solar panels could go.
Electrical service size: a new home with service over 125 amps has battery-ready rules.
Photos of existing conditions: for conversions and alterations.

Checklist by project type

Project	Must send	Also helpful
New detached ADU	Core five, plus roof plan	Site plan with north arrow, electrical service size, equipment spec sheets
Attached ADU or room addition	Core five for the new space, plus how it connects to the house	Existing house plans, if you want the whole house modeled
Garage conversion	Floor plan, elevations, existing wall framing (2x4 or 2x6), whether siding stays	Photos of walls, slab and garage door opening
JADU	Floor plan, what changes (new windows, walls, equipment)	Photos, existing equipment
New home	Full architectural set, roof plan, site plan	Electrical service size, equipment, any planned battery
Window replacement	Address, window list (size, direction, replacement or new), product U-factor and SHGC	Photos or a simple plan
HVAC changeout	Address, old and new equipment, whether ducts are being replaced and roughly how long they are	Photos of the equipment and attic or crawl space

Details that cause the most back-and-forth

Which spaces are conditioned. Mark heated or cooled rooms clearly, especially next to a garage.
Ceiling type. Attic, vaulted with insulation in the rafters, or a flat roof change the rules a lot.
Duct location. Ducts in the attic, in conditioned space or none at all (ductless mini-split).
Water heater type and location. A heat pump water heater needs space and air, and the report must say where it goes.
Existing walls in a conversion. Whether siding is being removed changes the insulation rule.
Window orientation. West-facing glass has its own limits in most climate zones.

Before you submit for permit

Compare the final plans to the CF1R: window sizes and ratings, insulation, equipment.
Add a window schedule with U-factor and SHGC.
Make sure the CF1R is registered, if it lists ECC (HERS) tests.
Tell your consultant about any late change. A changed feature means an amended CF1R.

Want to know what happens next? See Title 24 plan-check corrections and our complete Title 24 guide.

Ready to send your plans? See our flat prices.

Frequently asked questions

What is the minimum I need to start a Title 24 report?

The project address, a floor plan with dimensions, and elevations or a window list with sizes. Everything else, like wall sections and equipment, can follow, but the report cannot be final until it matches the plans you submit.

Do I need stamped or final plans?

No. A Title 24 report can start from working drawings. It must match the plans you submit for permit, so tell your consultant about any change to windows, insulation, equipment or floor area.

Can I use a hand sketch?

For a small alteration, a dimensioned sketch and photos can be enough. For an ADU, addition or new home, the plan checker compares the report against your drawings, so the report should be built from the same drawings.

Why does the consultant need my heating and cooling equipment?

The CF1R lists the equipment and its efficiency, and the CEC says it must include the results of the heating and cooling load calculations. Plan checkers compare both against the plans.

Do I need plans of my existing house?

Only for some approaches. An addition modeled alone needs little about the existing house. Modeling the whole house, to let upgrades offset the addition, needs plans and data for the existing house.

Title 24 document checklist: what to send for your report