SHEET
01
- TIME
- Day 0 · ~5 min
- YOU PROVIDE
- Email or quote form
- YOU RECEIVE
- Reply within 1 business day
STEP 01 / 05
Inquire
A short email or the form on /contact. No attachments yet. Just enough for Bo to know what the project is.
The quicker you can give the basics, the quicker she can confirm whether the job fits and what the window looks like. No gatekeeping here. Every real inquiry gets a real reply from an actual person within a business day.
If it's obviously out of scope (multifamily 5+, commercial, pool-only), she'll say so and point you somewhere useful.
- Project type: new, addition, alteration, ADU, duplex
- Address or at least the city (so we know the climate zone)
- Rough square footage
- Your deadline, if you have one
- Who you are: architect, owner-builder, contractor, designer
SHEET
02
- TIME
- Day 0–1
- YOU PROVIDE
- Architectural PDFs
- YOU RECEIVE
- Clarifying questions, if any
STEP 02 / 05
Send PDF Plans
Reply to the first email with your plans attached. PDF only. Not DWG, not a Dropbox of a hundred files.
Architecturals are required. Structural and MEP are helpful if you've got them but not mandatory for the model to run. If something critical is missing from the set, Bo will ask once, by email, so you're not guessing.
If your window schedule lives on one sheet and your HVAC specs on another, point at them in the reply. It saves a round-trip.
- Architectural plans: floor plans, elevations, sections
- Window schedule with U-factor & SHGC (if you have it)
- HVAC spec sheets / cut-sheets (if specified)
- Structural (optional, useful for framing details)
- Any unusual envelope notes (ICF, SIPs, spray foam, etc.)
SHEET
03
- TIME
- 1–3 working days
- YOU PROVIDE
- Nothing, hands off
- YOU RECEIVE
- A requirements summary
STEP 03 / 05
Compliance Check
We sit down in EnergyPro and build a performance-method model of your building. This is the work.
Performance method means the building is modeled as a whole system, not a checklist. If the windows are big and south-facing, maybe the walls get more R-value. If the HVAC is a heat pump, maybe the PV can be smaller. The model finds the combination that passes.
The goal is a compliance path that matches what you actually want to build, not a generic prescriptive recipe that forces a design change after the fact.
- Envelope: walls, roof, slab, fenestration
- HVAC: system type, sizing, ducts, distribution
- DHW: heat pump, gas, recirculation
- PV & battery: size, orientation, offsets
- Lighting & ventilation: IAQ & controls
SHEET
04
- TIME
- Your review round
- YOU PROVIDE
- Approval or tradeoff requests
- YOU RECEIVE
- Plain-English requirements summary
STEP 04 / 05
Review Requirements
Before we register anything, we send a summary of what your project needs. R-values, HVAC, water heater, window ratings, PV sizing. You review. You approve. Or you ask for tradeoffs.
The 2025 code allows trade-offs between many requirements. Want to keep a ducted gas furnace instead of a heat pump? We can usually upsize PV, tighten the envelope, or trade glazing to offset. Say so, we re-run. Performance method is built for this.
The total time to delivery depends partly on how long this review round takes. Build in some buffer in your permit timeline so you get the outcome you actually want.
- One-page summary, plain English
- R-values, U-factors, SHGC targets
- HVAC, DHW, PV, battery specs
- Tradeoffs: swap, upsize, retune
- Registration waits for your go-ahead
SHEET
05
- TIME
- Same day, after approval
- YOU PROVIDE
- Your plan-check contact (optional)
- YOU RECEIVE
- Signed, registered CF1R PDF
STEP 05 / 05
CF1R Delivered
Once you approve the requirements, we register the CF1R with CHEERS and email the certified report as 8.5 × 11 PDF sheets, cc'd to your plan-check contact if you want.
The PDF is clean, searchable, and includes the CHEERS registry ID in the footer. Drop it straight into the permit set. The invoice arrives in the same thread. Pay on delivery, not before.
If your city wants extra attachments (envelope details, addendum pages), ask and we bundle them.
- CF1R-PRF-01 · performance-method summary
- CHEERS registry ID · printed in footer
- 8.5 × 11 PDF sheets · plan-check ready
- Searchable PDF · no scans, no rasterization
SHEET
06
- TIME
- Ongoing · same week
- YOU PROVIDE
- Forwarded plan-check comments
- YOU RECEIVE
- Revised, re-registered CF1R
STEP 06 / 05
Plan-check Support
Cities come back with comments. Forward them over. Turnaround on corrections is usually same-week.
Revisions are billed one of two ways. If the design changed (new windows, moved HVAC, added square footage), it's a $100 client revision. If plan check caught an actual modeling error on this end, it's $0 and the corrected CF1R gets re-issued quietly.
No upcharge for back-and-forth emails, no per-comment billing. Plan check happens once; it should happen clean.
- $100 · design change, client-requested revision
- $0 · plan-check error caused by our modeling
- Same-week turnaround for most revision rounds
- Unlimited email support through permit approval
§ 04.1 · TIMING
Most compliance checks clear in 1 to 3 working days.
[ STANDARD TURNAROUND ]
0d
One to three working days from plan receipt to compliance check delivered. Final delivery follows your review.
[ REVISION ROUND ]
0wk
Plan-check corrections and client revisions typically turn same week. Forward the comments; get the revised CF1R back fast.
[ RUSH · ON REQUEST ]
0h
Tight window? Ask when you inquire. Same-day and 24-hour rushes happen when the queue allows. Quoted once, flat, before work.
ONE PROJECT AT A TIME · NO OUTSOURCING · ALL WORK PERFORMED BY BO KELLETT
§ 04.1 · SIGN-OFFS
Documentation Author vs. Responsible Person.
Two names go on every CF1R. BoK Energy Design signs as the Documentation Author. The Responsible Person is one of the project team. Here’s who that is, and what we’ll ask for when we deliver.
WE SIGN AS
Documentation Author
That’s us. We built the model, we own the math, and we stamp the report accordingly.
YOU (OR YOUR TEAM) SIGN AS
Responsible Person
One of: architect, designer, builder, contractor, or homeowner-builder. We’ll ask for their full name, company (if any), address, email, and phone at delivery.
§ 04.2 · INTAKE CHECKLIST
Have this ready before you email.
You don’t need all of it to start the conversation. But the more of it you can send in the first thread, the faster modeling begins.
→ PROCEED TO INTAKE FORMPROJECT INTAKE · PRE-FLIGHT CHECKLIST
CL-INTAKE-01 · RESIDENTIAL · 2025
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