Homeowners cannot be shared to projects in the same way as other businesses. You must indicate them as the default Builder or Installer of your project on the Project Home. This article will teach you how to do that.
If you wanted your homeowner to sign as the Responsible Designer but not as the Responsible Builder/Installer (since they didn't do the work), you may share the project to your homeowner using this article. Once the homeowner has signed as the designer, you can indicate a new builder or installer and the homeowner's signature will remain.
Note: Only the company controlling the project may perform any of these changes. In addition, there cannot be any CF-2R forms submitted or else step 4 cannot be completed.
- Login to www.CalCERTS.com.
- Open up your project. Click on Projects on the left-side menu, then choose either New Construction or Alterations (remodels).
- Click on the project name or the icon next to the project you wish to work with.
- For Alteration projects, on the Project Home page, click on the button to add or change the defaulting contractor.
If you cannot see the Edit button, your company does not own the project.
5. On the next page, click the checkbox to indicate that the project is a Homeowner-Installed Project.
6. For New Construction projects, from the ProjecHomepagege, click on the button to add or change the defaulting contractor.
7. Simply click on the Builder list and choose Homeowner-Builder from the drop down.
Note: If the Edit button or selectable list is unavailable, that means there are CF-2R forms on file and they must be untested before the default installer/builder may be changed.
8. Provide the claim code to the homeowner. This code is the same as the Project ID. The homeowner will log in to CalCERTS and use the Claim My Project feature to input the claim number and give themselves shared access to the project. Once the homeowner claims the
project, their name will be available for signing.