102: Streamlined Review of Performance-based Projects
Training Description
This 2-hour training is designed for building officials, beyond-code program administrators, and others responsible for reviewing energy modeling submittals for performance-based compliance under the New York State Energy Code. It is also relevant to energy modelers seeking to strengthen internal quality control and better understand how performance-based submittals are reviewed.
The course introduces a practical, prioritized approach to reviewing performance-based projects. The primary focus is on the ASHRAE 90.1-2022 Section 12 and Appendix G compliance paths and how the Compliance Form, Performance-Based Compliance Review Manual, and New York State Companion Tool can be used together to support an efficient and consistent review process. The course also briefly addresses the NYSECC Section C407 Simulated Building Performance path, including required and recommended submittal documentation and a practical approach to reviewing C407 projects where equivalent standardized review tools are not available.
Using a case-study project, participants are guided through the major steps of the review process for ASHRAE 90.1 performance-based submittals, including checking submittal completeness, developing a general understanding of the project, establishing an appropriate review scope, evaluating automated quality-control flags and selected review checks, and communicating review outcomes. The course also covers review tiers, sampling strategies, use of project-specific information to prioritize reviewer effort, and the application of reviewer judgment when evaluating unusual model results or submitter responses. Key New York State amendments to ASHRAE 90.1-2022 and the role of the New York State Companion Tool are also highlighted. For C407 projects, the course discusses required compliance reporting, additional information that may be requested by the building official, and how selected general quality-control concepts may support a targeted review.
Target Audience
Code officials and submittal reviewers
Prerequisites
Completion of 101 and 111 and/or 112, or equivalent work experience.
Learning Objectives
Identify key submittal requirements for performance-based compliance under ASHRAE 90.1 and 2025 ECCCNYS Section C407.
Apply review prioritization strategies to streamline submittal evaluation.
Understand the tiered review framework outlined in the DOE/PNNL Submittal Review Manual and how it can be used with jurisdictional constraints.
Articulate how to use the DOE/PNNL Compliance Form to conduct efficient, targeted reviews.
Explain how to check energy modeling submittals for completeness.
Interpret and verify automated review checks embedded in the Compliance Form.
Continuing Education
New York Department of State: 2 In-Service Hours (Energy Code) - Approval Pending
Submitted for AIA CES approval