603 Sampling Plan

The HERS Rater shall develop a Sampling Plan prior to commencing Sampling. Any changes to the Sampling Plan shall be recorded as such and must comply with Sampling Plan Change requirements. Sampling shall be applied, but not limited, to any individual Minimum Rated Feature within Dwelling Units.

RESNET must be notified by the Provider of all Sampled Projects prior to conducting the initial Qualification Set. RESNET staff shall specify the process for reporting. RESNET need not be notified of subsequent Qualification Sets on the same project. At minimum this shall include (1), (2), (3), and (4) from the Sampling Plan.

603.1 Required information for Sampling Plan
Mandatory

1. Sampled Project name
2. Sampled Project location
3. Sampled Project projected dates of construction
4. Total number of Dwelling Units, and for multifamily buildings, the number of Dwelling Units in each building

Optional:

5. List of all Sampled Features and Threshold Specifications
6. Home builder or general contractor’s primary contact for Sampling; and HERS Rater contact information.

To have the option to remove Dwelling Units from the Sampling process and label as Confirmed Ratings, the Rater shall include 100% pre-drywall inspections in the Sampling Plan.

603.2 Sampling Plan Changes
The Sampling Plan shall be adjusted when the following changes are made to the Sampled Project. The list of all Sampled Features and Threshold Specifications in the Sampling Plan shall be amended as needed to reflect adjustments and additions.

603.2.1 Adjustments to Threshold Specifications
The Threshold Specification for a Sampled Feature is permitted to be adjusted at any point during the application of Sampling, including during the Qualification Set for the Sampled Project.

603.2.2 Addition of a Sampled Feature
A Sampled Feature is permitted to be added to the Sampled Project at any point during the application of Sampling. Any feature added must comply with the Qualification Set requirements and the Sampling Verification Process.

603.2.3 Removal of Dwelling Units from the Sampling process to be labeled as Confirmed Ratings
The Sampling Plan shall be adjusted to document the Dwelling Units that were removed from the Sampling Plan.

If it is determined that Dwelling Units are to be removed from the Sampling process and 100% Pre-Drywall inspections were not completed, the 20% Sampling rate must be increased by a percentage equal to or greater than the projected percentage of units that may be removed as confirmed. Example: If X% is projected to be removed as Confirmed Ratings, then the Sampling rate shall be increased to 20%+X%. AND

Only units that have 100% of Minimum Rated Features verified can be labeled as Confirmed Ratings. The removed Dwelling Units shall be labeled as Confirmed. All remaining Dwelling Units in the Project shall be labeled as Sampled.