§ 11 · TERMS OF SERVICE

Terms of Service

LAST UPDATED · January 15, 2025

The plain version of our working agreement. Scope, fees, revisions, what we handle, what we don’t. Hiring us for a Title 24 report means these terms apply.

SHEET11 / TERMSPROJECTBoK Energy DesignDATE04/23/26SCALEN.T.S.REV01

§ 01

Services

BoK Energy Design prepares California Title 24 residential energy compliance documentation. Specifically, the CF1R report generated via the residential performance method using EnergyPro, and registered through CHEERS. That’s what we do. We are not architects, we are not engineers, and we are not HERS/ECC field raters.

§ 02

Scope of work

You send a complete PDF plan set and a window/door schedule. We build the energy model, iterate until the project passes, and deliver a CHEERS-registered, signed CF1R PDF by email. That PDF is the deliverable.

We do not produce plans, specifications, Title 24 nonresidential forms, CF2R installation certificates, or CF3R field verification certificates.

§ 03

Fees

  • $300: flat fee for one CF1R report. Single-family dwelling unit, any climate zone, any size.
  • $100: per revision requested by the client (scope change, new window schedule, HVAC swap, etc.).
  • $0: plan-check corrections caused by our modeling error. Free. We fix what we got wrong.
  • Duplex: treated as two dwelling units, two reports, $600 total.
  • Rush: available on request, priced per project.

§ 04

Payment

Payment by Venmo or mailed check. Invoiced on delivery of the signed CF1R. Net 14 days. We do not require a deposit.

Late invoices over 30 days may be subject to a $25 late fee per month and suspension of revision work until the balance clears.

§ 05

Revisions

  • Clarification emails during the job: unlimited and free. If you need to ask a question about the model, what a code section means, or why a window is failing, just ask.
  • Client-requested revisions: $100 per round. A revision is any change driven by new information on your side: revised plans, a different HVAC unit, a new window schedule.
  • Plan-check responses on our error: free. If the city or county plan-checker sends a comment because we mismodeled something, we fix it at no charge.

§ 06

Limitations

Title 24 compliance has three stages. We only handle the first.

  1. CF1R preparation: the compliance model and signed report. This is us.
  2. CF2R installation: signed by contractors in the field. Not us.
  3. CF3R field verification: performed by a third-party ECC (formerly HERS) rater on site. Not us. You hire them directly; we’re happy to recommend one.

Plan approval is ultimately the building department’s call. Cities and counties have their own backlogs, preferences, and occasionally their own interpretations of the Energy Code. We respond quickly to every comment, but we don’t control the outcome of plan-check itself.

§ 07

What we do not do

We do not currently take on multifamily (5+ units), pool or spa energy compliance, or any commercial / nonresidential Title 24 work. If you’re looking for one of those, email us and we’ll point you to someone who does it well.

§ 08

Intellectual property

Once paid in full, the CF1R PDF is yours: submit it, reproduce it, hand it to your contractor, keep it in your project archive. That deliverable is the client’s to use.

The underlying EnergyPro (.ribd19) model files, assumptions, and working drafts are our work product and remain our property. This does not affect your ability to use the CF1R for its intended purpose.

§ 09

Liability

We prepare every report with the care and skill reasonably expected of a qualified California Title 24 consultant using current-cycle code references and current EnergyPro software.

We are not liable for downstream permit delays caused by building department backlogs, comments unrelated to the energy model, plan changes initiated after the report is issued, or field work performed by contractors or ECC raters.

Our total liability for any claim arising out of the work is limited to the fees paid for that specific report.

§ 10

Termination

Either party can end the engagement at any time by email. If you cancel after work has started, you owe for work completed up to that point (typically a pro-rated fraction of the flat fee). If we cancel, we’ll refund anything paid for work not yet delivered.

§ 11

Governing law

These terms are governed by the laws of the State of California. Any dispute that can’t be worked out by a straightforward conversation will be resolved in the state or federal courts located in California.

§ 12

Contact

Questions about these terms, or about a specific project? bokenergy@gmail.com. We read everything ourselves.