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Training Courses

HERS Residential Alterations Fundamentals (Online Course)

This course provides students with an overview of the California Home Energy Rating System Program (HERS). We will cover topics specific to the California Energy Code, Title 20 and Title 24, Parts 1 & 6 and how this applies to the HERS program. This course covers important energy fundamentals and an overview of Heating, Ventilation and Air Conditioning (HVAC) systems. This course provides the basis for a HERS Rater to perform field verifications and to diagnostically test an HVAC system to ensure that it complies with Energy Code. This class is a pre-requisite to all other CalCERTS Certifications courses.

Prerequisites: None

Course Duration: 16 clock hours

Frequency of Class Sessions: Online Course

Text Book: CalCERTS HERS Title 24 HERS Certification Training Manual

Learning Objectives:

  • Introduce students to the HERS Industry
  • Identify the codes and standards that define the work that must be done by a HERS Rater.
  • Introduce students to energy fundamentals.
  • Explain the basic operation of a Heating Ventilation and Air Conditioning (HVAC) system.

Learning Outcomes: At the end of this course, students will be able to:

  • Identify the standards the define a HERS provider and Field Verification Diagnostic Testing HERS Raters.
  • Describe the conflict of interest and quality assurance requirements for HERS Raters.
  • Explain the three methods of heat transfer.
  • Identify the “comfortable temperatures” for both heating and cooling in a home.
  • Recognize the difference between sensible and latent heat.
  • Identify the three basic steps to improving indoor air quality.
  • Identify the three ventilation strategies used for Heating Ventilation and Air Conditioning (HVAC) systems.
  • Recognize single vs. dual zoned systems.
  • Recognize how to handle asbestos if encountered during a HERS test.

 

Topics Covered in This Class:

  • Title 20 – California HERS Regulations
  • Title 24 – Energy Efficiency Standards
  • 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

HERS Residential Alterations Hands-On Lab (16 Clock Hours)

Note: You must be EPA 608 type II or universal certified before you can become a CalCERTS certified HERS Rater

This 16-hour 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.

Prerequisites: HERS Residential Alterations Fundamentals

Course Duration: 16 clock hours

Frequency of Class Sessions: Once a month

Text Book: CalCERTS HERS Title 24 HERS Certification Training Manual

Learning Objectives:

  • Introduce students to the mandatory HERS measurements.
  • Demonstrate the equipment that is required to perform the mandatory HERS measurements.
  • Each student to complete Hands-On Labs using HERS measurement equipment and devices.
  • Explain the protocols for each mandatory HERS measurement test.

Learning Outcomes: At the end of this course, students will be able to:

  • Identify the mandatory HERS measurements.
  • Measure building pressures.
  • Set up a manometer to measure building pressure and duct leakage.
  • Perform a blower door test.
  • Perform a duct leakage test.
  • Perform a system airflow test using a flow hood or a flow grid.
  • Measure fan watt-draw.
  • Measure refrigerant change in an active Air Conditioning (AC) system.
  • Successfully complete Refrigerant Charge and Airflow (RCA) charge calculations.

Topics Covered in This Class:

  • Building Pressures
  • Measuring Pressure 24
  • 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
  • Standard Charge Verification Procedure
  • Weigh-In Charge Procedure

Note: There will be a written exam at the end of this class. The exam is open book and multiple choice. The required pass rate is 80%. If you do not pass the first time, you will be given two additional attempts. Re-Test Fees will apply. This class is not a substitute for either of the required field house exam. This course prepared students for the required field house exam.

Exam-HERS Residential Alterations Compliance Field House Exam (2 Clock Hours)

After completing HERS Residential Alterations Fundamentals, and HERS Residential Alterations Hands-On Lab courses, Raters must arrange to perform a rating on one HERS Residential Alterations Field House Exam in the presence of a CalCERTS Instructor.

The HERS Residential Alterations Field House Exam is meant to reveal the knowledge, skills and abilities of newly trained HERS Raters.

Candidates are no longer instructed at this event.  The Instructor is there to observe and evaluate the candidate’s performance as they conduct various HERS Field Verifications and Diagnostic Testing.

Candidates must demonstrate their ability to perform the tasks associated with a HERS Field Verification: perform diagnostic testing, collect accurate data, and correctly determine Title 24 Compliance criteria, including proper determination of pass/fail for each HERS Field Verification and Diagnostic Testing performed.

The following skills will be assessed and graded:

  1. Raters should demonstrate the ability to perform a basic duct leakage test without assistance.
  2. Raters should demonstrate the ability to perform a blower test without assistance, including setting up door frame.
  3. Raters should demonstrate the ability to perform an airflow / fan efficacy test using one of the approved methods.
  4. Raters should demonstrate the ability to perform a refrigerant charge test using one of the approved methods.
  5. Raters should demonstrate the ability to collect appropriate data.

Prerequisites: Complete and Pass HERS Residential Alterations Fundamentals, and HERS Residential Alterations Hands-On Lab.

Course Duration: 2 clock hours

Frequency of Class Sessions: Once a Month.

Text Book:  CalCERTS HERS Title 24 HERS Certification Training Manual

How skills are measured: By demonstrating to a proctor in a one-on-one setting that the student understands the rules, procedures and can operate the HERS testing equipment to perform required HERS Field Verification and Diagnostic Testing tests.

Learning Outcomes: Awarded Certificate/and/or Certification

 

EPA 608 Type II or Universal Exam Information

In order to become certified with CalCERTS as a HERS Rater you are required to hold an EPA Type II or Universal Certification. The EPA 608 exam is organized into four section quizzes.

  1. CORE Section – (25 questions)
  2. Type I Section (25 questions)
  3. Type II Section (25 questions)
  4. Type III Section (25 questions)

Becoming a CalCERTS HERS Rater requires obtaining either an EPA 608 Type II Technician Certification or an EPA 608 Universal Technician Certification. To earn an EPA 608 Type II Certification, students must pass the Core Section Quiz and the Type II Section Quiz. To earn an EPA 608 Universal Certification, students must pass the Core Section Quiz, the Type I Section Quiz, the Type II Section Quiz and the Type III Section Quiz. Each section quiz is graded individually. The passing score for each section quiz is 72%, which is 18 correct answers. The EPA exam is a closed book exam.

EPA 608 Type II or Universal Exam Study Materials
CalCERTS offers two, online exam prep courses to prepare for the EPA 608 exam:

  • EPA 608 Type II Certification Preparation Course for HERS Raters
  • EPA 608 Universal Certification Preparation Course for HVAC Technicians

Both EPA 608 preparation courses include a learning module, a fact review module and sample question module for each section covered. Both EPA 608 certification preparation courses are online so you can use them anywhere you have Internet access and whenever it is convenient for you to study. For more information about our exam preparation courses please go to: EPA 608 Certification

 HERS Residential New Construction (Online Course)

HERS Residential New Construction course focuses on five main topics: Building Envelope, Quality Installed Insulation, Ventilation and IAQ, Domestic Hot Water and additional performance credits for HVAC systems which are not covered in existing homes (Alterations). Within these categories are 30 potential performance-based credits that builders can use to show compliance with Energy Efficiency Standards, Title24, Part 6. Students will gain a deeper understanding of the Performance approach as well as additional requirements found only in newly constructed buildings.

Prerequisites: You must be a Certified HERS Residential Alterations Rater
(Complete and Pass HERS Residential Alterations Fundamentals, and HERS Residential Alterations Hands-On Lab, and HERS Residential Alterations Field House Exam).

Course Duration: 16 clock hours

Frequency of Class Sessions: Online Course

Text Book: CalCERTS Residential New Construction Training Manual

Learning Objectives:

  • Identify the field verification and diagnostic testing requirements of Title 24, Part 6, Building Energy Efficiency Standards for newly constructed homes.
  • Demonstrate how to identify the HERS tests to perform.
  • Perform the sampling procedure for HERS testing of newly constructed homes.
  • Complete the Title 24 Compliance Forms for newly constructed homes.

Learning Outcomes: At the end of this course, students will be able to:

  • Identify the HERS Title 24 Compliance Forms that are used for the collection of HERS testing data for newly constructed homes.
  • Recognize the HERS Field Verification and Diagnostic Testing requirements for newly constructed homes.
  • Complete the documentation and reporting requirements for newly constructed homes.
  • Perform high Quality Insulation Installation (QII) Inspection in newly constructed homes.
  • Explain the requirements for the sampling procedure for newly constructed production homes.
  • Complete the Title 24 Compliance Forms for newly constructed homes.

Topics Covered in This Class:

  • Title 20, Requirements Specific to newly constructed homes.
  • Title 24 Part 6, Requirements Specific to newly constructed homes.
  • HERS Verification Requirements for newly constructed homes.
  • Special Tests and Inspections for newly constructed homes.
  • The People Involved in the process and their responsibilities.
  • The steps in the process.
  • Documentation and reporting requirements.
  • High Quality Insulation Installation (QII) Inspection.
  • High Quality Insulation Installation (QII) Inspection for Spray Polyurethane Foam.
  • Sampling Procedures for newly constructed production homes.
  • General Sampling Concepts.
  • Title 24 Compliance Forms Used for newly constructed homes.

How skills are measured: Standardized exam at the conclusion of the course.

 

HERS Non-Residential Course (Online Course)

HERS Non-Residential Certification requires students to attend this one-day class. The course focuses on the field verification and diagnostic testing that result from certain HVAC alterations to existing or newly constructed Non-Residential buildings. This course will teach students how to identify the HERS tests to be performed as well as identify the special tests and inspections that are required for Non-Residential buildings.

Prerequisites: You must be a Certified HERS Residential Alterations Rater (Complete and Pass HERS Residential Alterations Fundamentals, HERS Residential Alterations Hands-On Lab, and HERS Residential Alterations Field House Exam).

Course Duration: 8 clock hours

Frequency of Class Sessions: Online Course

Text Book: CalCERTS HERS Non-Residential Training Manual

Learning Objectives:

  • Identify the HERS Field Verification and Diagnostic Testing requirements of Title 24, Part 6, Building Energy Efficiency Standards for Non-Residential Buildings.
  • Demonstrate how to identify the HERS tests to perform for Non-Residential Buildings.
  • Explain the special tests and inspections for Non-Residential Buildings.
  • Complete the Title 24 Compliance Forms for Non-Residential Buildings

Learning Outcomes: At the end of this course, students will be able to:

  • Identify the HERS Title 24 Compliance Forms that are used for the collection of HERS testing data for Non-Residential Buildings.
  • Recognize the HERS Field Verification and Diagnostic Testing requirements for Non-Residential Buildings.
  • Complete the documentation and reporting requirements for Non-Residential Buildings.
  • Perform the sampling procedures for Non-Residential Buildings.
  • Complete the Title 24 Compliance Forms for Non-Residential Buildings.

Topics Covered in This Class:

  • Title 20, Requirements Specific to Non-Residential Buildings.
  • Title 24 Part 6, Requirements Specific to Non-Residential Buildings.
  • When Is HERS Field Verification and Diagnostic Testing required for Non-Residential Buildings.
  • Prescriptive vs. Performance Compliance approach.
  • Special Tests and Inspections for Non-Residential Buildings.
  • The People involved in the process and their responsibilities.
  • The Steps in the HERS Title 24 Compliance process for Non-Residential Buildings.
  • Documentation and reporting requirements.
  • Sampling Procedures for Non-Residential Buildings.
  • General sampling concepts.
  • Title 24 Compliance Forms Used for Non-Residential Buildings

How skills are measured: Standardized exam at the conclusion of the course.

 

HERS Solar (Online Course)

HERS Residential Solar Photovoltaic (PV) course focuses on how to perform field verification and diagnostic testing of solar systems, specifically for the New Solar Homes Partnership (NSHP) program. This course describes installation specifications and equipment HERS Raters will use for a solar verification. Students will learn how to verify the installation and performance as well as which compliance forms they need to complete in CalCERTS’ registry.

Prerequisites: You must be a Certified HERS Residential Alterations Rater
(Complete and Pass HERS Residential Alterations Fundamentals, and HERS Residential Alterations Hands-On Lab, and HERS Residential Alterations Field House Exam) and hold a HERS Residential New Construction Certification.

Course Duration: 8 clock hours

Frequency of Class Sessions: Online Course

Text Book: CalCERTS Residential Solar Photovoltaic (PV) Training Manual

Learning Objectives:

  • Identify the field verification and diagnostic testing requirements of Solar Photovoltaic (PV) systems specifically for the New Solar Homes Partnership (NSHP) program.
  • Demonstrate how to identify the HERS tests to perform a HERS verification of a solar installation.
  • Explain the special tests and inspections for solar systems.
  • Complete the Title 24 Compliance Forms for solar inspections.

Learning Outcomes: At the end of this course, students will be able to:

  • Identify the HERS compliance forms that are used for the collection of HERS testing data for the New Solar Homes Partnership Program.
  • Identify the equipment required to perform a HERS verification for solar installations.
  • Explain the installation and performance specifications for a solar installation.
  • Complete the Title 24 Compliance Forms for solar inspections.

Topics Covered in This Class:

  • The New Solar Homes Partnership Program
  • The People Involved in the Process and Their Responsibilities
  • Equipment Verification
  • Verify Installation Specifications
  • Verify Performance Specifications using a pyranometer and other equipment.
  • Verifying the tilt and azimuth of solar arrays.
  • Perform Shading Analysis
  • Reading and verifying kW output on different PV inverters
  • Title 24 Compliance Forms for Solar installations
  • California Flexible Install

How skills are measured: Standardized exam at the conclusion of the course.

 

HERS Whole House Home Energy Rater (16 Clock Hours)

HERS Whole-House Home Energy Rater certification requires the student to attend a two-day class. The course focuses on how to perform a California Whole-House Home Energy Rating. This course will teach students how to properly gather information on the energy-consuming features of a home, how to perform diagnostic testing and evaluate the validity of the information gathered. Students will learn how to perform field verification and diagnostic testing of Solar (PV) systems specifically for the New Solar Homes Partnership (NSHP) program. This course describes the installation specifications and equipment HERS Raters will use for a solar verification. Finally, this course will teach students how to use the California Energy Commission-approved CalRatepro software to estimate the energy consuming features of a home using the information gathered on site and to complete cost-effectiveness evaluations.

To complete a Whole House Rating on an existing home in California you must use “approved” software. Currently, there is only one allowable software that can be used to officially rate a home’s energy use, CalRatePro**, a module within EnergyPro software. If you do not already own EnergyPro you will need to acquire it plus the CalRatePro module to be able to model a home’s energy use, legally certify homes, give it a HERS Index score, perform Energy Efficient Mortgages, or meet other program requirements such as Energy Star, LEED, GreenPoint Rated, etc. The purchasing of and licensing fees for this software is NOT included in this course.

**$300 “CalRATEpro” (CalCERTS licensed software.) Payment made to EnergySoft. Please contact Gina Dodd at EnergySoft: 415-897-6400 x 300 or sales@energysoft.com
There is an additional $200.00 for the EnergyPro Interface if you are NOT already an EnergyPro user. You will need EnergyPro Version 5 for the CalRATEpro software.

Similar to any other HERS Rating, there will be an upload charge to generate official certified rating reports from the CalCERTS registry.

Prerequisites: You must be a Certified HERS Residential Alterations Rater
(Complete and Pass HERS Basics, HERS Hands-On-Lab, HERS Residential Alterations, and HERS Residential Alterations Field House Exam), and hold a current HERS Residential New Construction Certification.

Course Duration: 16 clock hours

Text Book: CalCERTS HERS Whole-House Home Energy Rater Training Manual

Learning Objectives:

  • Explain the steps that are required to perform a California Whole-House Home Energy Rating or a California Whole-House Home Energy Audit.
  • Identify how to properly gather information on the energy-consuming features of a home.
  • Use the California Energy Commission-approved CalRatepro™ software to estimate the energy consumption of a home.
  • Explain the special tests and inspections for solar systems.
  • Complete the Title 24 Compliance Forms for solar inspections.

Learning Outcomes: At the end of this course, students will be able to:

  • Identify the steps that are required to perform a California Whole-House Home Energy Rating or a California Whole-House Home Energy Audit.
  • Properly gather information on the energy-consuming features of a home.
  • Use the CalRatepro™ software to estimate the energy consumption of a home.
  • Perform HERS Field Verification and Diagnostic Testing of a home and evaluate the validity of the information gathered.
  • Explain the installation and performance specifications for a solar installation.
  • Complete the Title 24 Compliance forms for solar inspections.

Topics Covered in This Class:

  • An Energy Audit’s Purpose
  • Understanding Heating, Ventilation and Air Conditioning (HVAC) Energy Use, Heating Energy Use, Lighting Energy Use, Appliances, Ancillary Energy Uses, and Renewables
  • Field Data Collection and Reporting
  • Hands on Examples of performing an energy audit
  • CalRatepro™ Software
  • The New Solar Homes Partnership Program
  • The People Involved in the Process and Their Responsibilities
  • Equipment Verification
  • Verify Installation Specifications
  • Verify Performance Specifications using a pyranometer and other equipment.
  • Verifying the tilt and azimuth of solar arrays.
  • Perform Shading Analysis
  • Reading and verifying kW output on different PV inverters
  • Title 24 Compliance Forms for Solar installations
  • California Flexible Install

How skills are measured: Standardized exam at the conclusion of the course and a Whole- House Home Energy Field House exam. This class is not a substitute for either of the required Whole House Field house exam.  This course prepared students for the required field house exam.

EXAM HERS Whole House Home Energy Rater Field House Exam (2 Clock Hours)

After completing the HERS Whole-House Home Energy Rater class, Raters must arrange to perform a rating on one Whole-House Home Energy Field House Exam in the presence of a CalCERTS Instructor.

The Whole-House Home Energy Field House Exam is a two-step process.  The first part involves collecting data and testing systems within a home.  The second part focuses on energy modeling skills and abilities.  It is meant to reveal the knowledge, skills and abilities of trained HERS Field Verification and Diagnostic Testing Rater.

Candidates are no longer instructed at this event.  The CalCERTS Instructor is there to observe and evaluate the candidate’s performance as they conduct various HERS Field Verification and Diagnostic Tests.

The following skills will be assessed and graded:

  1. Field data collection.
  2. Create an accurate and detailed sketch of the entire house
  3. Ability to complete field data collection forms without assistance.
  4. Enter all the data collected, including the blower door and duct leakage test results into the CalRatepro™ software and generate an accurate HERS index and energy use estimate.
  5. Gather energy bill history on the home and use it to compare to the simulated energy use.
  6. Generate a list of upgrades to the home.
  7. Upload the ZIP file to the CalCERTS registry and generate a HERS certificate.

Upon successful completion of the data collection, systems testing, and accurate energy modeling the candidate will be able to collect the credential that allows them to perform work as a California HERS Whole-House Home Energy Rater.

Prerequisites:

Complete and Pass HERS Residential Alterations Fundamentals, and HERS Residential Alterations Hands-On Lab, and HERS Residential Alterations Field House Exam) hold a HERS Residential New Construction Certification, and complete and pass HERS Whole House, and HERS Solar PV.

Course Duration: 2 clock hours

Text Book:  No text book but supplemental training materials will made available to students

How skills are measured: By demonstrating to a proctor in a one-on-one setting that the student understands the rules, procedures and can operate the HERS testing equipment to perform required HERS tests.

Compliance and Registry Support

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916-985-3400 ext.  *
support@calcerts.com

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