Quick answer
- Ask every bidder who owns Title 24 forms and HERS scheduling.
- Duct testing failures are usually duct problems — budget contingency honestly.
- Rebate programs do not replace Title 24 compliance.
When this applies
You are replacing a furnace/AC with a heat pump
Alteration projects commonly trigger documentation and testing paths.
Your permit comments mention CF-1R, CF-2R, CF-3R, or HERS
You need a plain-language map of who does what.
A low bid excluded “HERS if required”
That exclusion is a future invoice — clarify before award.
How it works
Identify the alteration path
Your contractor or energy consultant determines which Title 24 measures apply for the equipment change, ductwork, and controls under the current Energy Code cycle and local amendments (including reach-code cities like Palo Alto — verify locally).
Select equipment that can pass what you declare
Efficiency ratings, thermostat capability, and duct design must match the compliance documents. Submittals should cite the ratings that will appear on forms.
Schedule HERS tests with the install — not weeks later
Duct leakage and other required tests belong in the construction calendar. Failing a test after finishes close is how projects sour.
Close out with forms the AHJ expects
Installation certificates and verification documents should be delivered with O&M — same standard we use on commercial acceptance, scaled to residential.
Failure modes to avoid
Awarding a bid that says “HERS by others” with no named other
Nobody owns the schedule → occupancy delays.
Sealing ducts after the HERS test instead of before
Sequence matters. Test what you will live with.
Assuming a rebate application covers Title 24
SJCE/SVCE paperwork is separate from Energy Code compliance.
Using commercial NRCC language on a single-family job
Form families differ — hire people who know the residential path.
Proof & local context
- • Precision Heating includes Title 24 / HERS coordination in residential heat pump proposals when required — CSLB #1056688.
- • We would rather explain a testing line item upfront than surprise you at final.
- • Serving San Jose / South Bay and Central Valley homes since 2000.
Next step
Educational overview for homeowners in San Jose / South Bay and Central Valley. Energy Code cycles and local reach codes change — confirm with your AHJ and HERS provider. Not legal advice. CSLB #1056688.
FAQs
What is HERS in a heat pump install?
A HERS rater verifies certain energy measures — often duct leakage and other protocol items — when Title 24 requires it. Your contractor should say when a rater is needed and who hires them.
Do all heat pump changeouts need HERS?
Not always — it depends on the alteration scope, ductwork, and code path. “Sometimes” is why the bid should state the assumption clearly.
Who fails a duct test — the equipment or the ducts?
Usually the ducts or the sealing job. New equipment does not magically tighten leaky attic runs.
Does Precision guarantee I will pass HERS on the first try?
We design and install for a passing outcome and fix our work if we miss. Pre-existing duct chaos may need remediation scope — we call that out when we see it.
How does this relate to rebates?
Rebates may require proof of install and specific equipment; Title 24/HERS is the code path. Budget and schedule both.