Company account type determines whether you can sign as the Responsible Installer/Builder on CF-2R Mechanical forms or as the Responsible Rater on CF-3R forms. Anyone can be the Documentation Author on any form, but only an Installer can sign as the Responsible Installer and only a Builder can sign as the Responsible Builder.
Company account type also determines which Industry Partner lists a company will appear in.
A company account can have more than one of these designations. For example, your company could be a builder, installer, and energy consultant account all at once.
Installers are necessary for Alteration projects, which are used for remodels and changes to existing homes, such as heating, ventilation, and air conditioning (HVAC) changeout. Installers are also needed for Existing Alterations with Addition (E+A+A) projects, which is an Alteration with an addition of floor space and square footage.
Only Installer companies can be listed as the Default Installer for Alteration projects. Only the Default Installer can sign as the Responsible Installer on Mechanical (MCH, or mech) forms for Alterations.
Installer company accounts require a valid (active with no suspensions) Contractor's State License Board (CSLB) number. The license must be B or C20. CSLB licenses are attached to a user's account; that user must have verified their email and activated their CalCERTS account in order for the installer company to be eligible for working on Alterations/E+A+A.
Builder / Contractor
Builder companies can sign as the Responsible Builder on New Construction jobs as well as Addition projects. New Constructions are totally-new buildings, not remodels. Additions involve an increase in conditioned floor space for existing homes.
Only builder companies can be designated as the Default Builder on a project. Any builder companies can sign as the Responsible Builder on Mechanical CF-2Rs for New Construction and Addition projects. In other words, a company does not need to be the Default Builder in order to sign as the Responsible Builder on MCH forms.
In order to register a builder account, a company must have either (1) a valid CSLB, (2) a user that is a registered architect, or (3) a website or online profile to prove that the company does construction work. The Technical Support department will search for the company online. If we cannot find a trace of past construction jobs for your company, we will ask for more information about your company in order to process the account registration.
Energy Consultant / Designer
Also known as Title-24 (T24) consultants, energy analysts, engineers, and (sometimes) architects, this company type allows for working on CF-1Rs for energy compliance. Draft-drawers, building designers, and most architecture-inclined users that don't actually do building or installation will want to work under this company type since they only need to work on CF-1R documents.
A common question we have is whether someone should register as a builder or an energy consultant account. The bottom line is this: if your company completes the actual foundation, framing, installation, and construction of the home, you need to be a builder company in order to sign as the responsible builder on the CF-2Rs. If your company does not do actual construction, an energy consultant company will allow work on CF-1Rs and should be sufficient for your needs.
HERS (Home Energy Rating System) Raters are the only users that can sign as the Responsible Rater on CF-3R forms.
This company has at least one registered HERS rater among its staff. HERS raters are home inspectors that determine if a home is compliant with energy standards set forth by the California Energy Commission. HERS raters are not directly affiliated with CalCERTS or the CEC, but they are trained and certified by CalCERTS and follow the codes of the CEC closely.
HERS raters are the only type of user able to sign as the responsible rater on CF-3Rs. These CF-3Rs are the documents where the rater will record the results of their tests to determine the energy standard compliance of the homes they inspect.
HERS raters can work on any kind of project they are trained for. Check a company's Find A Rater page to see what Rater training it has.
Raters can also create Consumer Certificates which are unofficial, uncertified projects that just contain manually-selected CF-3R reports.
Special non-business account types:
The homeowner has a number of unique privileges and limitations. Businesses cannot share projects with homeowners like they would a business. Instead, homeowners claim projects using claim codes provided to them by their contractors.
Homeowners are unique in that they can be the responsible builder or installer for New Constructions and Alterations. Companies must designate the project as homeowner-installed on the Project Home in order for homeowners to be selected as the responsible signer on CF-2R-MCH forms or the designer on a CF-1R.
Homeowners have the ability to start Alterations or New Construction projects on their own. Homeowners are unable to share projects they create; homeowner projects must be homeowner installed/built by themselves.
These accounts allow the building department to search through and examine any projects within their jurisdiction. These accounts assist building department representatives in providing permits and enforcing code standards.
A simple account for HERS raters in training. You primarily have access to our Training section in order to purchase on-line courses to become a HERS rater. Training accounts are eventually upgraded to Rater accounts once they become a certified HERS rater.