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Calcs.com
Global

How to prepare residential structural calculations deliverables

15 November 2022 · 60 min

Watch recording
Matt Ward, PE

Matt Ward, PE

Principal Engineer

Connor Conzelman

Connor Conzelman

Director of Customer Success


60 min

About this event

A practical walkthrough of how to assemble a complete set of residential structural calculations for plan check submission. Covers what reviewers expect, how to organise member design outputs, and how to document the load path from roof to foundation using Calcs.com.

In this webinar we covered

  • What a complete calculations package needs for plan check submission
  • Structuring member design outputs: beams, columns, headers, and walls
  • Load path documentation and tributary area diagrams
  • Connection schedules and hardware callouts
  • Cover page, project info, and general notes requirements
  • Quality control and reviewer-ready formatting in Calcs.com

Starting with templates and working backwards from the deliverable

Matt Ward opens every residential structural project the same way: with four templates already in place before any calculations begin. A Microsoft Word template forms the body of the report, an Excel workbook handles tables and miscellaneous calculations, a second Excel file covers braced wall panel calculations, and AutoCAD templates provide starting points for both the floor plan and the shear wall plan. The reason is straightforward: it is easier to delete sections that do not apply to a given project than to locate and format those sections from scratch when they are needed.

The other half of this philosophy is to think about the end product first. For the Juniper house, a 2,686-square-foot, four-bedroom single family residence in Wilton, California, the deliverable was a 30-page PDF containing lateral information, gravity loading, braced wall panel design, girder truss and beam analysis from Calcs.com, a footing schedule, and connection specifications. Knowing what that final package looks like before the first calculation is opened keeps the work sequenced and prevents omissions.

Lateral design using the braced wall plan method

For structures in seismic design categories A through C, Matt applies the braced wall plan method from Chapter 6 of the California Residential Code rather than a full shear wall plan. The Juniper house sits in seismic design category C with an SDS value of 0.438g (pulled from the USGS ATK Hazards tool) and a design wind speed of 94 mph.

He breaks braced wall plan design into four steps. The first is determining the SDS value for the site. The second is identifying the seismic design category from the code table: categories A through C are wind-controlled and carry less demanding requirements, while categories D0 through E are seismically controlled and can be very difficult or impossible to satisfy with a braced wall plan alone. The third step is laying out the braced wall plan in AutoCAD, following four rules from the code: braced wall lines cannot be spaced more than 60 feet apart; panels within a line cannot have gaps exceeding 20 feet; each panel must be within 10 feet of the end of its braced wall line; and total provided bracing along each line must meet the minimums from code Table R602.10.3, multiplied by applicable adjustment factors. For the Juniper house, the adjustment factor came out to 1.8, making the required bracing length 12.6 feet per line; Matt provided 16 feet. The fourth step is completing an Excel spreadsheet that documents compliance with each rule for every wall line in both directions.

One practical benefit of this approach appeared clearly in the Juniper example: the house required no hold-downs anywhere. A shear wall plan for the same structure could have required 30 or more hold-down connectors, adding cost and field coordination. In seismic design category C, correctly proportioned braced wall panels can eliminate hold-downs entirely.

Gravity load design: working down the load path

Gravity design begins by listing all applied loads from the truss documents. For the Juniper house those loads included a top chord live load of 20 psf, a top chord dead load of 14 psf, and bottom chord dead loads of 7 psf. Wall weights were taken from material specifications: fiber cement lap siding came to 9 psf for the exterior wall assembly. No snow load applied to this California project.

The next step is identifying girder trusses. Girder trusses carry reactions from multiple tributary trusses framing into them perpendicular, making them the most heavily loaded members in the roof system. For the Juniper house there were three: D2, D3, and F3. Matt lists each girder truss in his Excel workbook, records its ply count and joint reactions from the truss manufacturer's documents, and uses the reaction values to size the supporting post and footing. For beginners, he recommends doing that sizing in Calcs.com rather than a spreadsheet, since the software enforces the correct code checks and builds familiarity with the load path logic.

Beam selection follows the girder truss step. Rather than calculating every header and beam, the goal is to identify the two or three members whose calculations cover the rest by conservative extension. If the worst-case 20-foot garage door header passes and all other headers use the same size and grade, no additional calculations are needed. For the Juniper house, beam 1 was the 5-1/4 by 14 parallel strand lumber garage door header spanning 20 feet, and beam 2 was the 6 by 10 Douglas fir No. 1 front porch beam spanning 11 feet.

Beam, column, and footing analysis in Calcs.com

Matt demonstrated both beams in Calcs.com. For the garage door header, he entered the 20-foot span, specified the top flange as braced by the supported trusses, and applied individual truss reactions at 2-foot spacing using dead and roof live load components read directly from the truss documents (449 lb dead, 539 lb live per truss). The member checked at 50% of allowable bending capacity. The front porch beam, at 28% utilization, came in well within limits, which Matt expected given its shorter span and lower load.

He then demonstrated the full load-path chain using Calcs.com's load linking feature. The front porch beam reactions were linked directly into the column calculation for a 6 by 6 Douglas fir No. 2 post, 9 feet 4 inches tall, modeled as pin-pin. The column checked at 14% utilization. The column reaction was then linked into a 1.5-foot by 1.5-foot by 12-inch reinforced concrete spread footing, which checked at 87% of allowable bearing capacity (assumed at 1,500 psf without a soils report, per code defaults). Any change to the beam, such as a revised span or updated loading, propagates automatically through the column to the footing, eliminating manual transcription of reactions at each interface.

Matt also highlighted the member selector tool, which presents a list of candidate sections alongside their utilization percentages in green, yellow, and red, allowing rapid comparison of alternatives without changing inputs manually. A separate load adjustment capability lets him scale truss reactions before applying them to a beam when the truss manufacturer's design dead load is more conservative than actual materials warrant.

Connections and documentation

For connection design, Matt refers primarily to Table R602.3(1) from the California Residential Code, which specifies fastening requirements for every wood-to-wood interface in a residential structure. For truss-to-top-plate connections and any required hold-down hardware, he uses Simpson Strong-Tie connectors, specifying either H2.5 or H2.5A clips for truss connections. Because the Juniper house was in seismic design category C and used the braced wall plan method, no hold-down connectors were required at shear wall boundary conditions.

The completed package brings all of these elements together: the Word template provides the report structure and code citation tables, the Calcs.com outputs become pages in the PDF exactly as printed from the software (named to match member tags on the structural drawings), and the Excel workbooks supply the braced wall compliance table and footing schedule. Matt names each Calcs.com calculation to match the member it represents so that a plan checker can cross-reference the package against the drawings without ambiguity. The total package for the Juniper house ran to 30 pages and covered lateral justification, gravity member design, and connection specifications for a four-bedroom single family residence.

Q&A

Do plan checkers require a calculation for every beam in the house, or just the worst-case members?
Matt Ward noted that in the jurisdictions he works in (Sacramento County, San Joaquin County, Amador County, and the City of Sacramento) plan checkers do not require a calculation for every beam. The key is that every beam must be accounted for by default: if a single worst-case beam is calculated, all other beams of the same size and grade are covered by that calculation. He deliberately standardizes header sizes across a project so that one calculation justifies the rest, which also makes framing simpler by reducing the number of different member sizes on site.
What is the maximum spacing between braced wall panels within a line, and what happens when a client wants a long run of windows?
The maximum gap between adjacent braced wall panels within a single braced wall line is 20 feet, with no exceptions allowed by the California Residential Code. If a client wants 24 feet of windows and glass doors in a row, that layout will not comply. Matt Ward cited this as a hard limit that architects and clients need to understand early in the design process.
Where does the panel-to-corner rule come from, and does it change between seismic design categories?
An attendee asked Matt to clarify rule number three for braced wall panels. He explained that the code requires a braced wall panel to be placed within 10 feet of each end of a braced wall line. In seismic design category C, a panel within 10 feet of the corner satisfies the requirement. In categories D0 through D2, the rules are stricter: panels must be at the corners, or hold-downs must be provided. The underlying purpose of both rules is to prevent wall racking.
Should beginners size posts and footings in a spreadsheet or through Calcs.com?
Matt Ward recommended that beginners size posts and footings directly in Calcs.com rather than in a spreadsheet. He uses Excel for that step himself only to save time and shorten reports, having already developed the code and verification for it. For someone still learning the load path workflow, doing it in Calcs.com builds understanding and reduces the risk of errors when transferring reactions between elements.
How does load linking work, and why does Matt consider it his favorite feature?
Load linking in Calcs.com automatically pulls the support reactions from one calculation into the next element down the load path. Matt demonstrated linking the front porch beam reactions directly into the column calculation, then linking the column reactions into the footing. If any upstream input changes, such as a revised beam span or modified load, all linked calculations update automatically. He called it a huge time savings compared to other software where reactions have to be manually transcribed at each step, a process he said creates opportunities for sign errors and transposition mistakes.
When is a braced wall plan preferable to a shear wall plan for a residential project?
Matt Ward said that whenever a structure falls in seismic design categories A, B, or C, he always uses a braced wall plan. The calculations are far less complex, no civil engineering license is required to prepare them, and the construction cost is typically lower because hold-downs are often unnecessary. He showed that the Juniper house, in seismic design category C with a design wind speed of 94 mph, used no hold-downs at all. For categories D0 through E the braced wall approach only works about half the time due to more demanding code requirements.

Speakers

Matt Ward, PE, Principal Engineer at Ward Engineering

Matt Ward, PE

Principal Engineer · Ward Engineering

Matthew has 15+ years of Civil Engineering experience ranging from commercial, residential, roadway, and bridges, and has personally delivered over 100 projects throughout California as a Project Manager. Prior to founding Ward Engineering, Matthew served as a Transportation Engineer at Caltrans, an Engineer for the Flood Management Division at San Joaquin County Public Works, and an Associate Engineer for several private firms.

Connor Conzelman, Director of Customer Success at Calcs.com

Connor Conzelman

Director of Customer Success · Calcs.com

Connor is an experienced Mechanical Engineer who found his passion in connecting his people and technical skills to help engineers in every step of their design process. Before joining Calcs.com, Connor worked as a Mechanical Design Engineer focusing on energy-efficient designs at Elara Engineering in Chicago and completed his MBA from Western Illinois University.

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