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HERS Rater Training
CalCERTS, inc. Overview
Certification Levels for Raters
Training Overview
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CalCERTS has been approved by the California Energy Commission to act as a Home Energy Rating System Provider.  As such, CalCERTS administers a statewide program that trains, certifies, and tracks home energy raters and the data that they collect.  CalCERTS provides ongoing technical support and quality assurance for raters. 

CalCERTS’ goal is to provide its raters with the tools, knowledge and resources to be productive and successful.  CalCERTS has designed their website to be user friendly, intuitive, and efficient. CalCERTS provides top-of-the-line training by instructors who are leaders in their field as well as dynamic presenters. CalCERTS advocates for raters whenever possible.

CalCERTS, Inc. is an award-winning Energy Star Partner, contributing thousands of homes per year to the Energy Star effort to build "above code" homes with energy conservation at its core.

 

The CEC is required by Public Resources Code Section 25942 to establish regulations for a HERS Program to certify home energy rating services in California. CalCERTS, Inc. adheres to the Energy Commission's requirements for certifying HERS raters who perform third-party inspections for verification of:


housemagicon  
Duct Sealing
  Thermostatic Expansion Valves (TXVs)
  Refrigerant Charge
 
Airflow Measurement
  Building Envelope Sealing Measures
  Plus Others

The inspections are used when complying with the 2013 Building Energy Efficiency (Title 24) Standards (effective July 1, 2014). The goal of the HERS Standards is to ensure reliable energy efficiency levels in California homes and to guide investment in cost-effective home energy efficiency measures.

Certification Levels for Raters:

 

1.

 

Alterations/Changeouts to Existing Homes Only

 

2.

 

Newly Constructed Homes

 

3.

 

Non-Residential Buildings

 

4.

 

Photovoltaic (Solar) Verification

 

5.

 

Whole House Certification (HERS II)

 

6.

 

Federal Tax Credit Certification

 

7.

 

Building Performance Contractor Certification

 

Our CalCERTS, Inc. classes are taught by certified CalCERTS, Inc. trainer's and long time experts on energy efficiency programs and diagnostic testing.

To register for classes go to TRAINING SCHEDULE for more complete information and up to date schedules.

 

CalCERTS, Inc. 2013 Certification Training Classes:

I - HERS Basics*
This 1-day class is an introduction to the California Home Energy Rating System Program. This class is a pre-requisite to all other CalCERTS Certification courses. The intent of this class is to provide an introduction and overview of the California HERS program as well as to cover basic concepts needed to continue on the path to becoming a Certified HERS Rater. This class is also great for those interested in learning more about becoming a Certified HERS Rater.

Topics Covered In This Class:

  • Overview of the Certification Process

  • Work Practices

  • Professional Conduct

  • Evolution of the Home Energy Rating System

  • HERS Regulations

  • HERS Rater Classifications

  • CEC Publications, Overview

  • Title 20 – California HERS Regulations

  • CalCERTS’ Quality Assurance Policy

  • What is Energy?

  • Thermodynamics

  • Mechanisms of Heat Flow

  • Overview of HVAC Systems

 

II - Hands-On-Lab*
This 2-day class will take place in a lab setting, either in a lab with stations specifically designed to train on the various tests and inspections or in an actual house.  The intent of this class is to provide candidates practical experience using examples of the diagnostic equipment they may encounter as raters and to provide hands-on experience performing some of the tests/inspections they will be asked to do.

Some of the tests/inspections are not covered in this class if they are specific to a certain certification (e.g., the identification of ice storage air conditioners is only required for Newly Constructed Buildings inspections).  These will be covered in the appropriate class. 

Topics Covered In This Class:

  • Building Pressures

  • Measuring Pressure

  • Measuring Building Air Leakage

  • Advanced Manometer Features

  • Title 24 Verification Protocols

  • Work Scope Definitions

  • Duct Leakage Test Protocols

  • Airflow and Fan Efficacy

  • System Airflow Measurement

  • Fan Watt Draw Measurement

  • Refrigerant Charge and Airflow

  1. Standard Charge Verification Procedure

  2. Weigh-In Charge Procedure

Note: This class is not a substitute for either of the required field houses noted in the class descriptions below.

 

III - Alterations to Existing Homes (T-24)*
This 1-day class will cover the topics necessary to perform field verification and diagnostic testing of features required by the Title 24 Energy Codes when an HVAC alteration has been made to an existing house (e.g, duct sealing after a furnace replacement). Successful completion of this class and the exam, along with the prerequisites, certifies an individual to be a CalCERTS T-24 Compliance Rater for field verification of Title 24 energy features that result from certain HVAC alterations to existing homes and some additions.

Topics Covered in This Class:

  • Title 20 – California HERS Regulations

  • Compliance Process

  • Title 20 – HERS Regulations Compliance Process

  • Title 24 – Energy Efficiency Standards

  • When is HERS Verification Required?

  • 2013 HERS Verification Summary – Alterations

  • Sampling Procedures for Alterations

 After completion of this class, Raters must arrange to complete a compliance field house exam. This field house exam CAN be combined with the field house exam required for Newly Constructed Homes.

Note: Class I: HERS Basics and Class II: Hands-On-Lab are pre-requisites for this class.

 

IV - Newly Constructed Homes (T-24)*
This 2-day class will cover the topics necessary to perform field verification and diagnostic testing of features required by the Title 24 Energy Codes for newly constructed homes. Successful completion of this class and the exam, along with the prerequisites, certifies an individual to be a CalCERTS T-24 Compliance Rater for field verification of Title 24 energy features that result from the construction of new homes and some additions. Candidate will be certified for 2013 Standards and may also perform verifications on projects permitted to 2008 Standards but shall adjust for the variations as applicable.

Topics Covered in This Class:

  • Introduction

  • Title 20, Requirements Specific to Newly Construction

  • Title 24 Part 6, Requirements Specific to Newly Construction

  • People in the Process and Their Responsibilities

  • Steps in the Process

  • Corrective Actions

  • Documentation/Reporting

  • Sampling Procedures for New Homes

  • Compliance Forms for New Homes

  • Building Envelope Leakage

  • Quality Insulation Installation (QII)

  • Ventilation and Indoor Air Quality

  • Domestic Hot Water (DHW) Distribution Systems

  • Verification of HVAC Duct and System Components

After completion of this class, Raters must arrange to complete a compliance field house exam. This field house exam CAN be combined with the field house exam required for Newly Constructed Homes.

Note: Class I: HERS Basics, Class II: Hands-On-Lab and Class III: Residential Alterations are pre-requisites for this class.

 

V - Non-Residential (T-24)*
This 1-day class will cover the topics necessary to perform field verification and diagnostic testing of features required by the Title 24 Energy Codes for non-residential (commercial) buildings. Successful completion of this class and the exam, along with the prerequisites, certifies an individual to be a CalCERTS T-24 Compliance Rater for field verification of Title 24 energy features that result from certain HVAC alterations to, or construction of new, non-residential buildings.

Topics Covered in This Class:

  • History, implementation, goals

  • New code numbering system, new form numbers, new HERS compliance measures

  • Types of buildings covered

  • Prescriptive vs. performance compliance approach

  • Non-Residential (Commercial) Systems

  • HERS HVAC Measures (for new and altered systems)

  • Field Verification & Testing Protocols (for new and altered systems)

  • Sampling Procedures for Non-Residential Buildings

  • Examples and challenges

  • Quality Assurance

Note: Class I: HERS Basics, Class II: Hands-On-Lab and Class III: Residential Alterations are pre-requisites for this class.

 

VI - Solar PV (for Whole House Rater OR New Solar Homes Partnership-NSHP)*
This 1-day class will cover the topics necessary to perform field verification and diagnostic testing of features for third party inspection of Solar (PV) systems specifically for the New Solar Homes Partnership program and for verifications as part of a Whole House Rating. You may take this class prior to any of the pre-requisites, however, you will not be certified to test solar systems until you have completed all prerequisites.

Topics Covered in This Class:

  • Verifying solar panel installations, counting modules

  • Performance testing using a pyranometer and other equipment

  • Verifying the tilt and azimuth of solar arrays

  • Reading & verifying kW output on different PV inverters 

  • Minimal shading verifications

  • About the New Solar Homes Partnership Program

  • The People Involved in the Process and Their Responsibilities

  • Equipment Verification

  • Verify Installation Specifications

  • Verify Performance Specifications

  • Shading Analysis

  • Compliance Forms

  • California Flexible Install

Note: Pre-requisite for this class: You must be a CalCERTS certified Newly Constructed Homes Rater.

 

VII – Whole House Home Energy Rater*
This 4-day class will cover the topics necessary to perform a California Whole-House Home Energy Rating or a California Home Energy Audit. You will be taught to properly gather information on the energy-consuming features of a home, perform diagnostic testing of a home, evaluate the validity of that information, simulate and perform analysis for a California Whole-House Home Energy Rating or a California Home Energy Audit using California Energy Commission-approved CalRatepro software to estimate the energy consumption of a home using information gathered on site, and complete cost-effectiveness evaluations.

Topics Covered in This Class:

  • An Energy Audit’s Purpose

  • Understanding HVAC Energy Use, Heating Energy Use, Lighting Energy Use, Appliances, Ancillary Energy Uses, and Renewables

  • Field Data Collection and Reporting

  • Hands on Examples

  • CalRatepro™ Software

After completion of this class, Raters must arrange to perform a rating on one field house in the presence of a CalCERTS Field House Instructor. Call CalCERTS (916) 985-3400 for more information.

Note: You must be a CalCERTS Compliance Rater for Residential Alterations and Newly Constructed Homes. *See Note Below

 

VIII - Energy Efficient Mortgage Basics
This 1/2-day class is intended to provide the training and education necessary for candidates to be able to properly complete anEEM. There are no prerequisites for anyone to attend this class. Only CalCERTS certified California Whole House (HERS II) raters, who complete this course, can perform EEM’s.

Topics Covered in This Class:

  • Defining an EEM

  • Defining FHA and the history of FHA EEMs

  • Overview of the Real Estate transaction for Raters

  • Why are EEMs important to Raters

  • EEM’s in today’s market

  • The team players in an EEM

  • The EEM Rating Process

  • EEM Programs offered

  • Creating an EEM report

  • Cost effectiveness, the draft report, etc.

 

IX - Special Energy Programs/Energy Star V.3
The purpose of this 2-day training is to teach raters how to inspect all of the energy features in a newly constructed home other than the traditional HERS measures (which are covered in other classes). This verification is required for most “above-code” programs where a qualified inspector must do verification of all energy features in order to receive a rebate or other incentives. Raters will learn how to verify energy related performance of walls, roofs, floors, windows, water heating systems and HVAC systems. There will also be some discussion of basic building science topics and water management. Most of the class is spent covering the Energy Star V.3 Guide Books, which provide a good overview of energy feature inspection protocols, as well as certify the Rater to perform Energy Star V.3 inspections.

Topics Covered in This Class:

  • Energy Star Version 3

  • Federal Tax Credits

  • Utility Rebate Programs

  • Other Programs

Note: Pre-requisite for this class: You must be a CalCERTS certified Newly Constructed Homes (T24) Rater.                  


X.1 – HERS BPC CA Specific Topics / Challenge*

This 1-day class is designed to provide additional information for Raters and Building Performance Contractors about the differences in BPI ventilation standards and California’s rules.  This is day five of five within the Fast Track class and is meant for Building Performance Contractors who are also HERS Whole House Raters.

Topics Covered in This Class:

  • California Specific Topics for Building Performance Contractors


XI – Refrigerant Charge & Airflow Verification

This class is only for 2008 Standards CalCERTS Field Verification and Diagnostic Testing Raters who did not receive the Refrigerant Charge education in the “Class II: Hands on Lab” they attended.  

EPA 608 Type II or Universal certification is required if you wish to maintain your HERS certification. You may find a test location near you by visiting www.epatest.com. Raters who are already EPA certified will need to bring a copy of their EPA 608 Type II or higher certification along with photo ID.

This class will take place in a lab setting, with stations specifically designed to train on the Refrigerant Charge & Airflow Verification test. The intent of this class is to provide hands-on experience performing the Refrigerant Charge & Airflow Verification test/inspection which will be more common under the 2013 standards.

You must be a 2008 CalCERTS Certified Title 24 Compliance Rater prior to taking this class.

 

XII – HERS BPC Fast Track*
A HERS Building Performance Contractor (BPC) Company is certified to evaluate the health, safety, and comfort aspects of a home in conjunction with its energy features and its energy consumption in a holistic manner to determine recommendations for the best overall performance of a home for the occupant or owner. The BPC Company can install those features they have recommended.

This 7-day class is designed as a “Fast Track” for those individuals who are certified as a BPI Analyst and have experience working as a Home Performance Contractor for roughly two years.

Topics Covered in This Class:
Condensed version of CalCERTS’ HERS Basics, Hands-On Lab, Alterations (T24), Newly Constructed Homes (T24), Whole House Rater and HERS Building Performance Contractor. (Classes: I, II, III, IV, VII and X). You will be required to pass the full written and practical exams for each of these classes. A score of 80% is required to pass each written exam.

Prerequisites: You must be an active BPI Analyst. Also, you will need to obtain your BPI Envelope certification before you can receive your HERS BPC certification. You will be required to complete a questionnaire/affidavit documenting previous experience as a home performance contractor and complete a pre-qualification exam (80% pass rate).


XIII – HERS Building Performance Licensed Contractor Orientation

To qualify as a HERS BPC Company, the company must hold an active Class B-License and complete BPC training OR hold an active Class B-License and employ a qualified CalCERTS Building Performance Rater. A CalCERTS Building Performance Rater employed by a BPC Company can provide Whole House Energy Rating /Audit services on behalf of the BPC Company.

This 1/2 day class is mandatory for General Contracting companies who want to become a HERS BPC company and must be attended by the primary class B license holder in the company. This is a short introduction to the HERS BPC program and all the responsibilities that come with the credential. The course is one of several that have to be completed to obtain the HERS BPC certification. This class may also be attended by those individuals that are interested in the HERS BPC program generally and want more in-depth information.

Topics Covered in This Class:

  • Overview of the roles and responsibilities of a HERS BPC company

  • Historical education of the California HERS Regulations

  • Training options and models

Value Propositions of becoming a HERS BPC company

Prerequisites: Must have an active Class-B CA. Contractor’s License.

 

Training Locations

Northern California


Building Performance Center, Inc. (BPCi)
1301 Bidwell Street, Folsom, CA 95630
         

Please click our TRAINING SCHEDULE link above for other delivery locations.

CalCERTS HERS training is administered by Building Performance Center, Inc. (BPCi)

Please email training@calcerts.com for more information.

 

 

For further training information or to register for classes go to TRAINING SCHEDULE for more complete information.

 

 

Copyright © 2013 CalCERTS, Inc. All rights reserved. Revised: March 4, 2013
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Office: 916-985-3400,Toll Free: 877-HERS-R8R, (877-437-7787)
Fax: 916-985-3402 Contact Us

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