This is a compilation of HelpDesk articles designed to guide a new user from having no account to having a completed air-conditioning system change-out (ALT-02) project.
We need to register an account, start the project, input the forms, then test the project.
- We need to register an account so you can get login details.
How to Register An Account On CalCERTS (New Businesses)
How To Register A Homeowner Account
- You need to confirm your email address using the initial email we send to your inbox, and then you'll automatically get another email to create a password and learn your username.
How To Reset Your Password
- Login to www.CalCERTS.com using your new login details.
- If you're a business user (not a homeowner), you'll need to create a signature before you can sign certificates of compliance.
How To Work With Signature
- We need to start a project, in this case an HVAC (Home Ventilation and Air Conditioning) change-out or ALT-02. This article also describes how to input the forms for the ALT-02.
How To Create A CF-1R-ALT-02 For HVAC Change-Outs
If you're not doing an ALT-02 project, you can use this article to help you start the correct project type.
How To Start The Right Project
- You may need to share your project with other companies. Sharing a project allows another company's users to work with the project and take responsibility for forms.
How To Share A Project With A Company
You may also need to transfer a project with another company. Transferring a project relinquishes project control and gives it to the other company. Project control allows a company to share the project and edit certain project default information.
How To Transfer A Project To A Company
To learn more about sharing and transferring:
Sharing And Transferring Projects
- Nearly all projects on CalCERTS will produce HERS-verified measures, i.e. CF-3R forms. CF-3Rs must be done by a HERS Rater, an independent inspector trained by us. Your project cannot be finalized until all forms are done, including the CF-3Rs.
How To Find A Rater
- Any users that need to sign documents may prefer to use My Docs To Sign. This tool compiles all forms requiring your signature on the registry into one place.
How To Use My Docs To Sign
- Once the certificates are completed, you may be interested in downloading the PDF reports. You can download a dwelling's CF-2R or CF-3R certificates into one document by using PDF Merge.
How to Merge PDF Reports
- You can check the status report of a project by navigating to the CF-2R page and clicking [View PSR] in the upper-right. If the project is fully-complete (all green dots, no red ones), contact your building department so they can check your work and provide a Certificate of Occupancy.