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# Envelope - Rule 5-44

**Rule ID:** 5-44
**Rule Description:** Space Conditioning Categories. Space conditioning categories used to determine applicability of the envelope requirements in Tables G3.4-1 through G3.4-8 shall be the same as in the proposed design.

Exception: Envelope components of the HVAC zones that are semiheated in the proposed design must meet conditioned envelope requirements in Tables G3.4-1 through G3.4-8 if, based on the sizing runs, these zones are served by a baseline system with sensible cooling output capacity >= 5 Btu/h·ft2 of floor area, or with heating output capacity greater than or equal to the criteria in Table G3.4-9, or that are indirectly conditioned spaces.

**Rule Assertion:** Baseline equals proposed, except defined exceptions
**Appendix G Section:** Table G3.1 Section 5(b) Baseline
**Schema Version:** 0.0.39

**Applicability:** All required data elements exist for B_RMD
**Applicability Checks:** Buiding has spaces

**Evaluation Context:** Each Data Element
**Data Lookup:** None
**Function Call:**

1. get_surface_conditioning_category()

## Applicability:
- this rule applies to buildings with exterior or underground surfaces.
- Get surface conditioning category dictionary for B_RMD: ```scc_dictionary_b = get_surface_conditioning_category(B_RMD)```
- possible surface conditioning types are "UNREGULATED", "SEMI-EXTERIOR", "EXTERIOR MIXED", "EXTERIOR RESIDENTIAL", "EXTERIOR NON-RESIDENTIAL". This rule applies if there is at least one surface that is one of: "SEMI-EXTERIOR", "EXTERIOR MIXED", "EXTERIOR RESIDENTIAL", "EXTERIOR NON-RESIDENTIAL"
- Look at each surface id: ```for surface_id in scc_dictionary_b:```
- if the value is one of "SEMI-EXTERIOR", "EXTERIOR MIXED", "EXTERIOR RESIDENTIAL", "EXTERIOR NON-RESIDENTIAL", CONTINUE TO RULE LOGIC: ```if scc_dictionary_b[surface_id] in ["SEMI-EXTERIOR", "EXTERIOR MIXED", "EXTERIOR RESIDENTIAL", "EXTERIOR NON-RESIDENTIAL"]:```
- CONTINUE TO RULE LOGIC
- if the applicability logic arrives here without going to rule logic, the rule is not applicable: RULE NOT APPLICABLE

## Rule Logic:

- create a list of surfaces that do not comply with this rule: ```non_compliant_surface_ids = []```

- Get surface conditioning category dictionary for P_RMD: ```scc_dictionary_p = get_surface_conditioning_category(P_RMD)```

- For each building surface in the Baseline model: ```for building_surface_b in B_RMD...surfaces:```
- if the surface does not have the same surface conditioning category in the proposed and baseline, need to check if the exception applies: ```if scc_dictionary_b[building_surface_b.id] != scc_dictionary_p[building_surface_b.id]:```
- according to the exception, if the surface is semi-heated ("SEMI-EXTERIOR") in the proposed design, it might be classified as fully-conditioned in the baseline, if, according to sizing runs, the zone is served by HVAC equipment that meets the requirements of a fully-conditioned space. The function get_surface_conditioning_category runs these checks, so we just need to check the conditioning types. First, check whether the proposed conditioning type is SEMI-EXTERIOR: ```if scc_dictionary_p[building_surface_b.id] == "SEMI-EXTERIOR":```
- if the baseline is NOT one of the fully-conditioned surface types ("EXTERIOR MIXED", "EXTERIOR RESIDENTIAL", "EXTERIOR NON-RESIDENTIAL"), add this surface ID to the list of non compliant surface ids: ```if !(scc_dictionary_b[building_surface_b.id] in ["EXTERIOR MIXED", "EXTERIOR RESIDENTIAL", "EXTERIOR NON-RESIDENTIAL"]: non_compliant_surface_ids.append(building_surface_b.id)```
- Otherwise, the exception is not met, add the id of this surface to the list of non compliant surface ids: ```else: non_compliant_surface_ids.append(building_surface_b.id)```
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I recommend that we discuss this on the RDS call.
I think the logic should be that we cycle through all of the SEMI-EXTERIOR surfaces in the proposed design. Check to see if they are classed as CONDITIONED/INDIRECTLY conditioned in the baseline. If they are classed as CONDITIONED/INDIRECTLY in the baseline then we need to check that the baseline thermal properties meet the conditioned envelope requirements in Tables G3.4-1 through G3.4-8. Perhaps this RDS should really just be an update to the RDS that checks that the building meets baseline building envelope requirements in Tables G3.4-1 through G3.4-8 as opposed to being a separate RDS.

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Discussion on 2/5/2025 - Christina has a valid point.

Other section 5 rules related to the baseline envelope rely on the get_surface_conditioning_category(B_RMD) function based to categorize surfaces, so this RMD, as written will not raise any applicable spaces.

As written, the baseline envelope maximum U-values should be based on the more stringent conditioning category between the baseline and proposed. Most of the time the baseline would be conditioned and the proposed would be semi-conditioned, but there is an edge case where the proposed could be fully conditioned and the baseline is semi-heated.

This rule gives us the guidance that the space conditioning categories should match, except where the proposed is semi-conditioned and the baseline is fully conditioned.

Approach - for 2022 only
*create a new function that returns the same dictionary as get_surface_conditioning_category, but accepts both the B_RMD and and P_RMD and provides the dictionary based on the more stringent category between the two.

*All Section 5 baseline rules in 2022 will need to reference the new function and pass in the B_RMD and P_RMD.

This RMD will no longer be needed


**Rule Assertion:**
Case 1: If the non_compliant_surface_ids list has a length of 0, then PASS: ```if len(non_compliant_surface_ids) == 0: PASS```
Case 2: All other cases, FAIL: ```else: FAIL```

**Notes:**


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