Gen.-EC-Program-Manual

About EarthCraft
Version 2014.4.08 - 1 - EarthCraft Program Manual
EarthCraft House™ is a program of the Greater Atlanta Home
Builders Association and Southface Energy Institute

About EarthCraft
Table of Contents
INTRODUCTION ...........................................................................................................................5
ABOUT EARTHCRAFT ...........................................................................................................................5
Background ...............................................................................................................................5
Regional Presence.......................................................................................................................5
BENEFITS ........................................................................................................................................6
Green Building ...........................................................................................................................6
EarthCraft..................................................................................................................................6
FAMILY OF PROGRAMS..........................................................................................................................7
EarthCraft House ........................................................................................................................7
EarthCraft Renovation .................................................................................................................7
EarthCraft Multifamily .................................................................................................................7
EarthCraft Communities ..............................................................................................................7
EarthCraft Light Commercial ........................................................................................................7
FUTURE OF EARTHCRAFT.......................................................................................................................7
PARTNERS .......................................................................................................................................8
Government Partners ..................................................................................................................8
Industry Partners........................................................................................................................8
Sponsors ...................................................................................................................................8
PARTICIPANTS ................................................................................................................................. 10
Program Administrators............................................................................................................. 10
EarthCraft Technical Advisors..................................................................................................... 10
EarthCraft Builders, Renovators, Contractors and Developers......................................................... 10
PROGRAM ADMINISTRATORS ....................................................................................................11
SOUTHFACE.................................................................................................................................... 11
Program Development............................................................................................................... 11
Training and Certification........................................................................................................... 11
Administration.......................................................................................................................... 11
Customer Service ..................................................................................................................... 11
Policy and Advocacy.................................................................................................................. 12
GREATER ATLANTA HOMEBUILDERS ASSOCIATION ........................................................................................ 13
Membership ............................................................................................................................. 13
Training................................................................................................................................... 13
Policy and Advocacy.................................................................................................................. 13
CONTACT INFORMATION...................................................................................................................... 13
EARTHCRAFT TECHNICAL ADVISORS .........................................................................................14
EARTHCRAFT TECHNICAL ADVISOR BENEFITS ............................................................................................. 14
EARTHCRAFT TECHNICAL ADVISOR GENERAL ROLES AND RESPONSIBILITIES.......................................................... 14
Technical Assistance ................................................................................................................. 14
Third-Party Verification.............................................................................................................. 14
Administration.......................................................................................................................... 14
Compliance.............................................................................................................................. 14
EARTHCRAFT TECHNICAL ADVISOR CERTIFICATION AND PARTICIPATION............................................................... 15
Participation in the EarthCraft Family of Programs ........................................................................ 15
Process Overview ..................................................................................................................... 15
Prerequisites............................................................................................................................ 15
Certification Process.................................................................................................................. 16
Maintenance ............................................................................................................................ 17
EARTHCRAFT MULTIFAMILY MENTORING PROCESS........................................................................................ 20
Prerequisites............................................................................................................................ 20
Certification ............................................................................................................................. 20
Maintenance ............................................................................................................................ 23
EARTHCRAFT RENOVATION MENTORING PROCESS ........................................................................................ 24

About EarthCraft
Prerequisites............................................................................................................................ 24
Certification ............................................................................................................................. 24
Maintenance ............................................................................................................................ 25
EARTHCRAFT FIELD RATER CERTIFICATION AND PARTICIPATION ........................................................................ 26
Basic Labor Support.................................................................................................................. 26
EarthCraft Field Rater................................................................................................................ 26
Prerequisites............................................................................................................................ 27
Certification Process.................................................................................................................. 28
Maintenance ............................................................................................................................ 29
EARTHCRAFT TECHNICAL ADVISOR DISCIPLINARY POLICY ............................................................................... 30
Probation................................................................................................................................. 30
Suspension .............................................................................................................................. 30
Termination ............................................................................................................................. 31
EARTHCRAFT TECHNICAL ADVISOR CERTIFICATION PRE-DRYWALL INSPECTION FIELD EXAM ....................................... 32
Tools Required ......................................................................................................................... 32
Documents Provided ................................................................................................................. 32
Inspection Activities.................................................................................................................. 32
Skills and Knowledge Demonstrations ......................................................................................... 32
Documentation Submittal .......................................................................................................... 33
EARTHCRAFT TECHNICAL ADVISOR CERTIFICATION FINAL INSPECTION FIELD EXAM ................................................. 34
Tools Required ......................................................................................................................... 34
Skill/Knowledge Demonstrations................................................................................................. 34
EARTHCRAFT FIELD RATER CERTIFICATION PRE-DRYWALL INSPECTION FIELD EXAM(S)............................................. 36
Tools Required ......................................................................................................................... 36
Skills and Knowledge Demonstrations ......................................................................................... 36
EARTHCRAFT FIELD RATER CERTIFICATION FINAL INSPECTION FIELD EXAM........................................................... 38
Tools Required ......................................................................................................................... 38
Skill/Knowledge Demonstrations................................................................................................. 38
EARTHCRAFT TECHNICAL ADVISOR TOOL BOX ............................................................................................ 40
EARTHCRAFT MARKETING..........................................................................................................41
MARKETING EARTHCRAFT PROJECTS ....................................................................................................... 41
EarthCraft Logos....................................................................................................................... 41
Press Releases ......................................................................................................................... 41
Other Services Available............................................................................................................ 42
Additional Marketing Materials.................................................................................................... 42
EARTHCRAFT PRESS RELEASE SAMPLE EXHIBIT ........................................................................................... 43
INSULATION INSTALLATION GRADING INFORMATION .............................................................46
GRADE I ....................................................................................................................................... 46
Grade I Interpretation:.............................................................................................................. 46
GRADE II ...................................................................................................................................... 48
Grade II Interpretation:............................................................................................................. 48
GRADE III..................................................................................................................................... 49
Grade III Interpretation: ........................................................................................................... 49
FINANCIAL INCENTIVES EXHIBIT..............................................................................................50
INTRODUCTION................................................................................................................................ 50
FEDERAL AND STATE TAX INCENTIVES ..................................................................................................... 50
MORTGAGE PROGRAMS....................................................................................................................... 50

IntroductionAbout EarthCraft
UTILITY PROGRAMS........................................................................................................................... 50
AFFORDABLE HOUSING/QUALIFIED ALLOCATION PLAN PROGRAMS ..................................................................... 50
RADON INFORMATION...............................................................................................................51
ABOUT RADON ................................................................................................................................ 51
FREQUENTLY ASKED QUESTIONS............................................................................................................ 51
LIST OF RESOURCES ..................................................................................................................56
BOOKS ......................................................................................................................................... 56
GOVERNMENT AGENCIES..................................................................................................................... 56
GREEN PRODUCT CERTIFICATIONS.......................................................................................................... 57
GREEN DESIGN ............................................................................................................................... 57
PROFESSIONAL ORGANIZATIONS ............................................................................................................ 57
REFERENCES................................................................................................................................... 57
PUBLICATIONS ................................................................................................................................ 57
WEBSITES ..................................................................................................................................... 57
GLOSSARY .................................................................................................................................58

Introduction
Introduction
About EarthCraft
EarthCraft is a green building certification program designed to address climate, energy and water
issues unique to the Southeastern United States. EarthCraft serves as a blueprint for sustainable
single-family homes, renovation projects, multifamily structures, community developments and
light-commercial buildings.
Background
The Greater Atlanta Homebuilders Association and Southface Energy Institute developed the
EarthCraft House program in 1999 in response to local demand for a residential green building
certification program. The success of the EarthCraft House program and market demand led to the
creation of additional programs to address other building types and sustainable community
development. The EarthCraft family of programs continues to grow and expand its mission of helping
professionals design and construct healthy, comfortable buildings and communities that minimize
negative environmental impacts.
Regional Presence
Building on the success of the EarthCraft program in the metro Atlanta area and Georgia, EarthCraft
has expanded its reach to Alabama, Tennessee, South Carolina and North Carolina.
EarthCraft Virginia, started as a partnership between Virginia Community Development Corporation
and Southface in 2006, administers single family and multifamily EarthCraft projects in Virginia. *For
projects in Virginia, please contact EarthCraft Virginia at www.earthcraftvirginia.org.
1999
•House
2001
•Renovation
2004
•Multifamily
2005
•Communities
2008
•Light
Commercial

Introduction
Benefits
Green Building
The built environment has a massive impact on the natural environment in terms of resource use,
greenhouse gas emissions, storm water runoff, waste and ecosystem degradation. Building green
gives builders the opportunity to mitigate these impacts. Benefits of a green building can include:
 Minimized impact of the project on the site and surrounding ecosystem
 Increased energy efficiency
 Increased water efficiency
 Better storm water quantity and quality control
 Increased use of durable, low maintenance, recycled, and rapidly renewable materials
 Less waste put in landfills
EarthCraft
Honored as the “Green Building Program of the Year” in 2004 and 2008 by the National Association
of Home Builders, EarthCraft is recognized as the regional leader in green building. EarthCraft
programs offer many benefits to builders, developers and residents.
Environmental
 EarthCraft homes achieve a minimum of 15% energy savings compared to code-
complaint projects.
 Green construction protects the natural environment by conserving resources, such as
water, energy and timber.
Programmatic
 EarthCraft promotes region-specific solutions to green building and land development
that are builder/developer friendly, reliable and third-party verified.
 EarthCraft uses proven relationship-based processes that connect program
administrators, builders, developers, technical advisors and industry stakeholders.
 The EarthCraft program takes a systematic approach to construction that emphasizes
how different components of a building work together and provides a framework for
savings through synergistic activities and cost effective trade-offs.
 The EarthCraft program provides options to achieve EarthCraft standards and improve
environmental performance allowing the builder to identify the best strategies for their
construction practices while achieving green goals.
Financial
 Higher performing buildings that are more economical for the homeowner and cost little
more to build than comparable structures built with standard practices.
 EarthCraft projects may be eligible for federal, state or local tax benefits, mortgage
incentives and other financial benefits.
Note:
The Financial Incentives Exhibit provides additional information on incentives that may be
available.

Introduction
Family of Programs
EarthCraft offers builders, remodelers and developers a variety of programs to meet green building
goals.
EarthCraft House
The EarthCraft House program is designed to certify new construction and gut-rehab single-
family detached homes, townhomes and duplexes. Any size or type of home can be certified
because builders are able to select which program measures are best suited for the project
while meeting minimum thresholds for performance.
EarthCraft Renovation
EarthCraft Renovation offers remodelers and contractors the unique opportunity to certify
projects of various size and complexity in renovation, remodeling and expansion. Renovation
projects receive an assessment and recommendations for specific renovation techniques to
address environmental performance areas.
EarthCraft Multifamily
The EarthCraft Multifamily program is designed to certify new or renovated low- , mid- and
high-rise residential buildings. Multifamily projects are designed to address environmental
performance, livability and affordability for each unit as well as the structure as a whole.
EarthCraft Communities
The EarthCraft Communities program is designed to certify sustainably planned and
developed communities in urban, suburban or rural areas. The program offers a holistic
approach to sustainable development projects.
EarthCraft Light Commercial
The EarthCraft Light Commercial program is designed to certify new or renovated small-
scale commercial buildings of 15,000 square feet or less. Projects receive hands-on support
during the design and construction process that focuses on energy- and water-efficient
design strategies.
Future of EarthCraft
As trends in the green building industry evolve, EarthCraft will continue to refine its guidelines and
standards and may develop new programs, such as EarthCraft Historic Renovation, as the market
demands. For example, the EarthCraft House program implemented significant changes in 2011 to
reflect revised energy and plumbing codes and updates to the U.S. EPA and DOE ENERGY STAR
program. Feedback from EarthCraft participants is critical to advance all EarthCraft programs in the
future.

Introduction
Partners
EarthCraft is sustained through support of government and industry partners and sponsors.
Government Partners
EarthCraft complies with energy efficiency standards and partners with sustainability programs of
the U.S. Department of Energy, the U.S. Environmental Protection Agency and state energy offices.
Industry Partners
EarthCraft works with industry partners to further transform the market and provide the highest
quality in green building program administration and services. EarthCraft programs are designed to
be compatible with other public and private national energy efficiency, health and green building
certification programs.
Sponsors
EarthCraft accepts sponsorship from manufacturers and industry representatives whose products
and services comply with the goals of EarthCraft. Sponsors help fund the promotion and
administration of EarthCraft programs. More information on EarthCraft sponsors including contact
information for regional representatives is available online at www.earthcraft.org/sponsor-
directory.

Introduction

Introduction
Participants
All EarthCraft projects are facilitated by a team of program administrators, technical advisors,
builders, renovators, contractors and developers. EarthCraft relies on input from these stakeholders
to balance best building science practices with practical implementation approaches.
Program Administrators
Southface Energy Institute and the Greater Atlanta Home Builders Association
administer the EarthCraft program. The Greater Atlanta Home Builders Association
maintains the EarthCraft membership list and assists with policy, training and
marketing activities. Southface develops technical standards for EarthCraft programs,
trains program participants, and provides overall program administration.
EarthCraft Technical Advisors
EarthCraft Technical Advisors provide guidance and verification services for
EarthCraft projects regarding best building science practices. In addition to being
certified Home Energy Rating System (HERS) Raters, all EarthCraft Technical
Advisors must complete a series of trainings and technical exams to become eligible
to provide third-party verification services for EarthCraft programs. A list of certified
EarthCraft Technical Advisors is available online at http://www.earthcraft.org.
EarthCraft Builders, Renovators, Contractors and Developers
EarthCraft Builders, Renovators, Contractors and Developers design, build and certify
EarthCraft projects and educate home buyers, residents and tenants on the benefits of
EarthCraft and green building. In addition, EarthCraft Builders, Renovators, Contractors
and Developers play a key role in developing EarthCraft program criteria and influencing
local, state and national policies on green building and energy efficient construction. A
list of participating EarthCraft Builders is available online at http://www.earthcraft.org.
Program
Administrators
EarthCraft Technical
Advisors
EarthCraft Builders,
Renovators,
Contractor, and
Developers

Southface
Program Development
Southface is responsible for EarthCraft program development activities, such as:
 Developing EarthCraft program criteria including guidelines and worksheets
 Marketing EarthCraft at trade shows, conferences and other events
 Managing a quality assurance program to monitor participants and improve programs
Training and Certification
Southface develops and implements training courses and educational criteria for program
participants. Additionally, Southface is responsible for:
 Certifying EarthCraft Builders to ensure technical quality, consistency and branding
 Certifying EarthCraft Technical Advisors to provide third-party verification services of
program requirements
 Certifying EarthCraft HVAC subcontractors to provide contracting services to EarthCraft
Developers and Builders
 Certifying EarthCraft Real Estate agents to provide sales and marketing support to
EarthCraft Builders
Administration
Southface administers most aspects of the EarthCraft program, including:
 Registering and tracking all projects
 Invoicing program participants and processing payments
 Processing project paperwork and maintaining a database of all project data
 Reporting project and program information to program participants and partners
 Issuing certificates to projects that comply with program requirements
Customer Service
Southface provides customer service to program participants by:
 Hosting the EarthCraft Hotline*
 Offering technical assistance to EarthCraft Builders, EarthCraft Technical Advisors and
other program participants
 Facilitating complaint resolution between EarthCraft Builders and EarthCraft Technical
Advisors
*Southface will not provide project-specific information to anyone other than the contracted
EarthCraft client(s), except for confirmation of whether a project has been certified. All project-
specific questions should be submitted to Southface via the EarthCraft Builder, Renovator, Contractor
or Developer. Homeowner and tenant inquiries must be addressed by the EarthCraft Builder,
Renovator, Contractor or Developer.
Southface Energy Institute (Southface) is a nonprofit
organization that promotes sustainable homes, workplaces
and communities through education, research, advocacy and
technical assistance. Southface develops technical standards
for EarthCraft programs, trains program participants, and
provides program administration.

Policy and Advocacy
Southface advocates for and develops policies for supporting EarthCraft and other green building
programs by providing representation at local, regional and national levels. In recent years,
EarthCraft has been incorporated into the state Qualified Allocation Plans in both Georgia and
Virginia. Through these programs, affordable housing developers are able to access additional tax
credits that drive down the cost of EarthCraft housing even further.

Greater Atlanta Homebuilders Association
The Greater Atlanta Homebuilders Association (HBA) is a nonprofit professional
trade association dedicated to promoting, protecting and preserving the
homebuilding industry as a viable economic force in the Atlanta area. The Greater
Atlanta HBA maintains the EarthCraft Builder membership list and assists with
policy, training and marketing activities.
Membership
The Greater Atlanta HBA administers the membership process of the program. Specifically, the
Greater Atlanta HBA is responsible for:
 Maintaining a list of active EarthCraft Builders
 Collecting annual EarthCraft membership fees
Training
The Greater Atlanta HBA supports EarthCraft training by:
 Hosting EarthCraft Builder training classes
 Providing certificates and documentation of class attendance
 Managing continuing education credits for trainings
Policy and Advocacy
The Greater Atlanta HBA advocates and develops policy for the EarthCraft program by representing
EarthCraft at local, regional and national levels.
Contact Information

Website…………………………………………………………….… www.earthcraft.org

Email………………………………………………………………….. info@earthcraft.org

General inquiries:
EarthCraft Hotline……………………………………………… 404.604.3636

Document submittal and invoicing:
Administration……………………………………………………. 404.604.3644

Membership inquiries:
Great Atlanta Homebuilders Association…………… 770.938.9900

EarthCraft Technical Advisors, participant complaints:
Regional Project Manager……………………………….… 404.604.3610
 Fax……………………………………………………………………… 404.604.3681

Mailing Address…………………………………………….…… 241 Pine Street, NE
Atlanta, GA 30308

EarthCraft Technical Advisor Benefits
Becoming an EarthCraft Technical Advisor offers competitive advantages in the growing field of green
building. EarthCraft Technical Advisors have the opportunity to:
 Offer clients valuable and specialized expertise that can differentiate services
 Expand business opportunities and broaden professional networks
 Enhance knowledge of building science by participating in continuing education and by
gaining field experience with a wide-range of builders and developers
 Participate in Southface events and trainings at a discounted price
 Support advancing sustainability in the built environment
EarthCraft Technical Advisor General Roles and Responsibilities
EarthCraft Technical Advisors provide on-site assistance to EarthCraft Builders, renovators,
contractors and developers, verify EarthCraft projects, provide feedback on program guidelines and
initiatives and market the EarthCraft programs.
Technical Assistance
EarthCraft Technical Advisors serve as the technical expert on EarthCraft projects by:
 Working with EarthCraft Builders to guide EarthCraft projects through the certification
process
 Advising EarthCraft Builders on best green building practices and EarthCraft program
guidelines
 Educating EarthCraft Builders of all current EarthCraft program requirements
 Providing field technical assistance and training
Third-Party Verification
EarthCraft Technical Advisors serve as the third-party verifier of EarthCraft projects by:
 Performing inspections and developing energy models for current EarthCraft Builders on
registered EarthCraft projects
 Providing accurate, timely and fair inspection reporting, field verification, diagnostic
testing and documentation for EarthCraft projects
Administration
EarthCraft Technical Advisors satisfy administrative requirements by:
 Completing and submitting an EarthCraft Builder Memorandum of Understanding for
each EarthCraft Builder
 Reporting all inspections and verification activities according to the procedures outlined
in this manual
 Paying invoices to EarthCraft according to the invoice terms
Compliance
EarthCraft Technical Advisors comply with program requirements by:
 Conducting services in full conformity with any and all applicable laws, rules, and
regulations adopted by any local, state or federal governmental agency or regulatory
body
 Obtaining and maintaining any necessary permits, certificates, insurances or licenses
applicable to services rendered

EarthCraft Technical Advisor Certification and Participation
The EarthCraft Technical Advisor certification process prepares individuals to perform inspections and
diagnostic testing under the guidelines for the EarthCraft House program, which covers all single-
family and gut-rehab detached homes, townhomes and duplexes.
Participation in the EarthCraft Family of Programs
All EarthCraft Technical Advisors begin their association with EarthCraft in the EarthCraft House
program. Further training is required to serve as an EarthCraft Technical Advisor for EarthCraft
Multifamily and EarthCraft Renovation; EarthCraft Communities and EarthCraft Light Commercial
inspection services are currently only offered through Southface. Please consult with the EarthCraft
Regional Manager for additional requirements for working with the other EarthCraft programs.
Process Overview
Prerequisites
HERS Rater Certification
EarthCraft Technical Advisor candidates must be certified and active Home Energy Rating System
(HERS) Raters. The process for becoming a HERS rater includes the following:
Attend the Home Energy Rating System (HERS) Training
The HERS industry was created in the early 1990’s as a result of work from the various national
laboratories, the mortgage industry, and the Federal government on reducing the amount of energy
consumed by residences. In the beginning, there were different regional standards for assessing a
home’s energy use that were applied without a nationally unified strategy. Today there are national
standards developed by Residential Energy Services Network (RESNET) and the National Association
of State Energy Officials to ensure reciprocity and consistency of trainings and ratings. The HERS
training teaches the knowledge necessary to evaluate home energy performance and offer
suggestions for improvement according to the national standards. Training includes instruction on
Maintenance
Communication and
Continuing Education
Professionalism Quality Assurance
Certification
Training Exams Certification Fees
Technical Advisor
Agreement
Prerequisites
HERS Rater Certification Application Interview

how to use the diagnostic equipment and energy modeling software required by the EarthCraft and
ENERGY STAR programs. HERS Training is offered by Southface and other RESNET Accredited
Training Providers.
Pass the RESNET National Rater Test
The RESNET National Rater Test is an online exam that covers building science concepts and home
energy rating procedures. The two-hour test is open book and a score of 80% or greater is required
to pass.
Become a Certified HERS Rater
To receive the official HERS Rater certification, all raters need to successfully complete a series of
field exams and provisional ratings under contract with a RESNET Accredited HERS Rating Provider,
and be assigned a unique rater number. Complete information on HERS certification is available at
www.resnet.us and more information on Southface specific HERS Trainings and Rating Providership
may be found at www.southface.org/hers.
Application
EarthCraft Technical Advisor candidates must submit an application for review by EarthCraft program
administrators.
Interview
Once applications are reviewed, EarthCraft Technical Advisor candidates must interview with the
EarthCraft Regional Project Manager.
Certification Process
The following are requirements to become a certified EarthCraft Technical Advisor:
Training
EarthCraft House Builder Training
The EarthCraft House Builder Training consists of a two-hour online training on building science plus
a one-day classroom course that covers the basics of the EarthCraft House program from the
EarthCraft Builder’s perspective. EarthCraft Technical Advisors are required to complete this training
and pass the Builder exam within six months of becoming a certified EarthCraft Technical Advisor,
and, preferably, prior to attending the EarthCraft Technical Advisor Training.
EarthCraft Technical Advisor Training
The EarthCraft Technical Advisor Training is a multi-day course that covers the basics of the program,
including reporting and inspection procedures for EarthCraft Technical Advisors.
The training includes classroom and field components with instruction on pre-drywall inspections,
final inspections, diagnostic testing, air sealing, insulation, and heating and cooling standards. During
this training, EarthCraft Technical Advisor candidates will observe an EarthCraft Technical Advisor
working on actual EarthCraft projects.
Exams
Field Exams
Field exams are scheduled by the EarthCraft Regional Manager in coordination with each EarthCraft
Technical Advisor candidate and administered by EarthCraft staff. Candidates must demonstrate
proficiency in the skills outlined in the classroom and field trainings, which includes program reporting
and inspection procedures, pre-drywall inspections, final inspections, and air sealing, insulation and
heating and cooling standards. Candidates must also demonstrate proficiency in local energy codes
and environmental issues, building science, and house-as-a-system approaches to residential
construction.

Note:
Please see the EarthCraft Technical Advisor Field Exam page for additional information.
Written Exams
There are two written exams the EarthCraft Technical Advisor candidate must pass. The first is the
EarthCraft Builder written exam and the second is the EarthCraft Technical Advisor written exam.
The EarthCraft Technical Advisor written exam is an online exam that covers all topics and skills
taught during the EarthCraft House Builder Training and field exams, and information provided in the
EarthCraft Manual. This exam is open book with a 3-hour time limit for completion. A score of 80%
or greater is required to pass the exam.
Certification Fees
Payment is required to the organization that administers the training. All fees must be paid in full
before an individual will be certified as an EarthCraft Technical Advisor.
EarthCraft House Builder Training……… $25-175*
EarthCraft Technical Advisor Training… $1,175-1,275
Field and Written Exams (combined)… Free - Included in EarthCraft Technical
Advisor Training
Note:
*EarthCraft House Builder Training prices vary based on local training host costs and promotions.
Training schedules and pricing may be found at www.southface.org/calendar.
EarthCraft Technical Advisor Agreement
The EarthCraft Technical Advisor Agreement is the legal document that outlines the roles and
responsibilities of EarthCraft Technical Advisors and program administrators. An EarthCraft Technical
Advisor is considered certified once both parties sign the agreement.
Note:
Please see the EarthCraft Technical Advisor Agreement for additional information.
Maintenance
EarthCraft Technical Advisors are responsible for the following requirements to maintain certification
and remain in good standing with the EarthCraft program:
Communication and Continuing Education
Administration
To provide excellent customer service for all program participants and facilitate a timely certification
process, EarthCraft Technical Advisors are required to comply with the following administrative
requirements:
 Submit paperwork according to guidelines and timelines outlined in this manual
 Submit reports and respond to surveys as requested by EarthCraft
 Provide EarthCraft a schedule of fees charged to EarthCraft Builders and a sample
contract used with EarthCraft Builders for EarthCraft projects
 Maintain current contact information with EarthCraft
 Maintain equipment calibrations and appropriate tools* for EarthCraft inspections
 Provide program feedback to EarthCraft and serve as a liaison between EarthCraft staff
and EarthCraft Builders

Note:
*See EarthCraft Technical Advisor Tool Box page for a list of tools required for EarthCraft
inspections.
Participation
EarthCraft strives to stay up-to-date on industry research, technology and strategies, and
incorporates new criteria into the program on a regular basis based on industry advances and
feedback from program participants. In order to maintain an accurate understanding of EarthCraft
program guidelines and requirements, and to stay abreast of new industry findings, EarthCraft
Technical Advisors are expected to attend all periodic program updates, continuing education,
program development opportunities and networking opportunities offered by EarthCraft. All
EarthCraft Technical Advisors are required to attend the following:
 EarthCraft Technical Advisor Convening
 EarthCraft Technical Advisor conference calls
Note:
Preapproved absences may be arranged with EarthCraft.
Minimum Project Certification
In addition to continuing education and participation at EarthCraft events, each EarthCraft Technical
Advisor must provide EarthCraft services for a minimum of four projects per year to remain active.
The EarthCraft Regional Manager will work individually with EarthCraft Technical Advisors who are
unable to meet this requirement.
Professionalism
Conduct
As a representative of EarthCraft, all EarthCraft Technical Advisors are required to maintain high-
quality standards for professionalism and conduct. In order to provide consistent verification services
and maintain program integrity, each EarthCraft Technical Advisor must:
 Act as the HERS rater of record as well as conduct all field inspections
 Maintain a professional level of conduct and communication at all times
 Complete accurate, fair and objective inspections and reports
 Not disclose any information about a project to parties other than the client or the
client’s agent without written permission, except when reporting to EarthCraft
 Agree to ongoing professional development
Conflict of Interest
EarthCraft has the right to deny any project certification if it is deemed to have an irresolvable conflict
of interest. Each EarthCraft Technical Advisor must:
 Avoid any conflict of interest regarding EarthCraft activities and personal or financial
interests
 Inform the EarthCraft Regional Manager of any potential conflict of interest issues as
soon as potential issues are recognized
 Represent and warrant that he/she presently has no interest, direct or indirect, that
would conflict in any manner or degree with the performance of EarthCraft Technical
Advisor services
 Disclose any financial or ownership interest in the residential building being rated or in
any improvements to the residential building, to EarthCraft and the Builder/Owner in
writing
 Not provide any installation services, such as insulation installation, HVAC installation,
air sealing, duct sealing, etc., for EarthCraft projects where he/she will be the EarthCraft
Technical Advisor
Complaint Resolution
EarthCraft has the right to respond to and resolve all complaints related to services performed by an
EarthCraft Technical Advisor. Each EarthCraft Technical Advisor must:

 Respond to and resolve any client complaints in a timely manner
 Inform the Regional Project Manager of any potential project issue or complaint as soon
as possible
 Submit to EarthCraft any complaints regarding EarthCraft Builders and other EarthCraft
program participants as soon as possible
 Submit to Southface any complaints regarding EarthCraft staff as soon as possible
 Submit to Greater Atlanta Homebuilders Association any complaints regarding Southface
as soon as possible
Quality Assurance
Quality Assurance reviews are essential to EarthCraft to maintain the quality of the programs and its
participants. These procedures ensure quality standards and enhance the credibility of certified
EarthCraft projects.
Quarterly Project Status Updates
In an effort to maintain accurate house records and to keep projects from going uncertified for an
undetermined period of time, EarthCraft Technical Advisors will engage in quarterly status updates
with the EarthCraft Regional Manager. These updates will also provide formal space for addressing
any EarthCraft Technical Advisor concerns, questions and changes in program participation (e.g.
desire to become an EarthCraft Technical Advisor for EarthCraft Renovation or Multifamily projects).
Process:
 EarthCraft will email the EarthCraft Technical Advisor a list of projects currently
registered and the status on file for those projects.
 The EarthCraft Technical Advisor will review the list provided by EarthCraft and discuss
any discrepancies between the EarthCraft records and the EarthCraft Technical Advisor
records. Discrepancies can include omissions, incorrect information, incorrect project
status, etc.
 EarthCraft will also email EarthCraft Builders an updated project status list quarterly.
The EarthCraft Builder is required to respond with any questions, concerns about
projects on the status list, or any projects missing from the status list.
 Projects without activity for nine months will be dropped from the EarthCraft program
and will require a $125 fee to reopen, unless a written notification of delay has been
received by EarthCraft staff.
File Reviews
EarthCraft Technical Advisors will be subject to 100% Quality Assurance File Reviews.
 All project documents may be checked for accuracy and completeness.
 Incomplete documents or documents not meeting EarthCraft program standards will not
be processed and the EarthCraft Technical Advisor will receive an Incomplete
Documentation Notice.
 EarthCraft Technical Advisors are encouraged to ask questions as needed about program
documentation and requirements through the EarthCraft Hotline and EarthCraft Regional
Manager.
Field Reviews
EarthCraft Technical Advisors will be subject to 1% Quality Assurance Field Reviews. If an EarthCraft
Technical Advisor certifies less than 10 homes in a single calendar year, Quality Assurance may occur
every two years, at the discretion of the EarthCraft Regional Manager.
EarthCraft Technical Advisors that are also active members of the Southface Energy Rated Homes
Providership or the Southface LEED for Homes Providership may be able to have the Quality
Assurance Field Review for ENERGY STAR or LEED for Homes count towards the EarthCraft Quality
Assurance Field Review if the project meets all of the EarthCraft requirements and the EarthCraft
Technical Advisor submits a completed sample EarthCraft Worksheet for the project.

EarthCraft Multifamily Mentoring Process
The EarthCraft Multifamily mentoring process prepares certified EarthCraft Technical Advisors to
provide all the services required to verify certification for an EarthCraft Multifamily project; it provides
advanced training as well as project oversight on the first two projects.
All EarthCraft Technical Advisors are eligible to offer services for EarthCraft Multifamily projects, but
must complete additional training through the EarthCraft Multifamily mentoring process.
Process Overview
Prerequisites
EarthCraft Technical Advisor
Candidates must be certified EarthCraft Technical Advisors in good standing.
Certification
The following are requirements to become a certified EarthCraft Technical Advisor for Multifamily:
On-the-Project Mentoring
On-the-project mentoring provides on-site field training on the first two multifamily projects; it is
conducted by EarthCraft staff. The first project mentoring consists of three on-site visits, one at air
sealing/HVAC rough-in, one at insulation, and one at Final Inspection. The second project mentoring
consists of two on-site visits, one at air sealing/insulation/HVAC rough-in, and one at Final Inspection.
EarthCraft Technical Advisors are required to complete this training on their first two multifamily
projects and within eighteen months of starting the mentoring process.
Design Review Shadowing
Maintenance
No additional requirements
Certification
On-the-project mentoring Mentoring Fees
Satisfactory performance
on mentored projects
Prerequisites
Must be a certified EarthCraft Technical Advisor in good-standing

EarthCraft Technical Advisor Responsibilities
 Attend and actively participate in the first project’s Design Review.
 Facilitate and lead the second project’s Design Review with the assistance of the EarthCraft
Mentor.
EarthCraft Mentor Responsibilities
 Facilitate and lead the first project’s Design Review with the assistance of the EarthCraft
Mentor.
 Attend and actively participate in the second project’s Design Review.
Kick-off Meeting Shadowing
 Attend and actively participate in the first project’s Kick-off Meeting.
 Facilitate and lead the second project’s Kick-off Meeting with the assistance of the EarthCraft
Mentor.
 Facilitate and lead the first project’s Kick-off Meeting with the assistance of the EarthCraft
Mentor.
 Attend and actively participate in the second project’s Kick-off Meeting.
Air Sealing Mentored Site Visit
Prior to EarthCraft conducting the Air Sealing Mentored Site visit on the first building within the
development the certifying party must:
 Complete visual inspection of the section of the building being inspected prior to insulation
application to identify potential air sealing and envelope issues.
 Complete EarthCraft Multifamily written reports noting any specific deficiencies, identifying
problem areas (via a thermal enclosure checklist), and suggesting corrective measures. This
report will be reviewed with the EarthCraft mentor during the site visit.
During the course of the site visit, the EarthCraft mentor will verify that all of the items listed with
in the report are corrected, the dwelling unit envelopes are found to be in compliance with EarthCraft
standards, and any deficiencies are correctly noted.
Insulation Mentored Site Visit
Prior to EarthCraft mentor conducting the Insulation Mentored Site Visit on the first building within
the development the certifying party must:
 Complete visual inspection of the section of the building being inspected at insulation application
to identify possible insulation installation and envelope issues.
 Produce EarthCraft multifamily written report noting any specific deficiencies, identifying
problem areas (via a thermal enclosure checklist), and suggesting corrective measures. This
report will be reviewed with the EarthCraft mentor during the site visit.
During the course of the site visit, the EarthCraft mentor will verify that all of the items above are
completed, the dwelling unit envelopes are found to be in compliance with EarthCraft standards, and
any deficiencies are correctly noted.
HVAC Mentored Site Visit
Prior to EarthCraft staff conducting the HVAC Mentored Site Visit on the first building within the
development the EarthCraft Technical Advisor must:

 Provide inspections for a sampling of equipment and duct systems at rough-in for sizing
compliance, duct sealing measures, Energy Code compliance, and installation design
recommendations on a sampling of each unit type for the section of the building be inspected.
 Perform total leakage duct pressure tests on a sampling of systems, one of each unit type, for
the section of the building being inspected. Quantify total duct loss and identify leaks and
possible “weak points” in the sampled systems.
 Produce EarthCraft written report noting any specific deficiencies, identifying problem areas,
and suggesting corrective measures and review this report with the EarthCraft mentor.
During the course of the site visit EarthCraft will verify that all of the above mentioned items are
completed, the HVAC systems are found to be in compliance with program standards, and any
deficiencies are correctly noted.
NOTE: This visit must be able to be completed during the same site visit as either the Air Sealing
or Insulation site visit; if this is not possible, an additional site visit will be required and invoiced
to the EarthCraft Technical Advisor.
Final Inspection Mentored Site Visit
Prior to EarthCraft conducting the Final Inspection Mentored Site Visit on the first building within the
development the certifying party must:
 Pressure test 15% of the units within the section of the building being inspected to verify units
are meeting or surpassing established infiltration goals, and identify problem areas if necessary.
 Visual inspection and verification of fixtures and appliances consistent with efficiencies specified
for the project in units tested.
 Produce EarthCraft written report noting any specific deficiencies, identifying problem areas,
and suggesting corrective measures and review this report with the EarthCraft mentor.
During the course of the Final Inspection quality assurance inspections, EarthCraft will verify that all
of the items below are completed.
NOTE: If project phasing allows, this visit should be scheduled to be completed during a site visit
when additional inspections phases can also be reviewed.
Mentoring Fees
Shadowing Fees
There is no cost for the Design Review or Kick-off Meeting shadowing for the first two projects. If
additional shadowing is necessary, the fee shall be $300 plus travel expenses for each meeting.
Site Visit Fees
All fees must be paid in full before an individual will be certified to provide services for EarthCraft
Multifamily on a non-probationary status. Each site visit is $600 plus travel fees. For all projects
that have paid the project registration fee directly, one pre-paid site visit (including travel) is
included. Projects that have not registered online do not include one pre-paid site visit (this includes
all RFPs sent out from Southface for field inspections).

Travel Expenses
Travel expenses will be based on the number of round trips necessary to complete the mentored site
visits as well as the distance to the project site. The mileage reimbursement rate is .50 cents/mile
and EarthCraft charges an hourly rate of $50/hour for drive time. Travel expenses do not begin
applying until EarthCraft travels 30 miles/half hour from our office. Travel by air or rail shall be
used as a cost and/or time-saving measure and will be approved by the EarthCraft Technical Advisor
prior to booking.
Satisfactory performance on mentored projects
For an EarthCraft Technical Advisor beginning work on multifamily projects the first two projects are
probationary. The EarthCraft Technical Advisor’s performance on these two projects determines the
EarthCraft Technical Advisors future ability to service EarthCraft multifamily projects. Performance
is based on grading conducted by EarthCraft staff at the time of mentored site visits. Grading will
be performed on the EarthCraft Technical Advisor’s proficiency verifying the multifamily worksheet
points, verifying the thermal bypass checklist, and diagnostic testing results. The EarthCraft Technical
Advisor must receive a score of 80 percent or higher to move beyond the probationary stage.
Maintenance
EarthCraft Technical Advisors providing services for EarthCraft Multifamily have no additional
maintenance requirements above those required for all certified EarthCraft Technical Advisors.
Project #1
•3 Site Visits
•Shadow EarthCraft Staff on
Design Review and Kick-Off
Meeting
Project #2
•2 Site Visits
•Facilitate Design Review and
Kick-Off Meeting with
EarthCraft Staff shadowing
Subsequent Projects
•1 Site Visit

EarthCraft Renovation Mentoring Process
The EarthCraft Renovation mentoring process prepares certified EarthCraft Technical Advisors to
provide all the services required to verify certification for an EarthCraft Renovation project.
EarthCraft Technical Advisors that are certified BPI Building Analyst Professionals or BPI Envelope
Professionals are eligible to offer services for EarthCraft Renovation projects, but must complete
mentoring on their first EarthCraft Renovation project.
Process Overview
Prerequisites
EarthCraft Technical Advisor
Candidates must be certified EarthCraft Technical Advisors in good standing.
BPI Building Analyst Professional/Envelope Professional
Candidates must be certified BPI Building Analyst Professional or Envelope Professional in good
standing.
Certification
The following are requirements to become a certified EarthCraft Technical Advisor for Renovation:
On-the-Project Mentoring
On-the-project mentoring provides virtual training via conference call on the first renovation project;
it is conducted by EarthCraft staff. Upon being selected to provide services for EarthCraft Renovation
by the client, the EarthCraft Technical Advisor shall notify EarthCraft of the project so that a
conference call can be scheduled between the EarthCraft Technical Advisor and the EarthCraft
Maintenance
No additional requirements
Certification
On-the-project mentoring
Satisfactory performance on mentored
project
Prerequisites
Must be a certified EarthCraft Technical
Advisor in good-standing
Must be a certified BPI Building Analyst
Professional or Envelope Professional

Renovation Program Manager. This call will serve to review the requirements of the EarthCraft
Renovation Program as well as discuss project-specific goals and challenges of the first project.
Satisfactory performance on mentored project
For an EarthCraft Technical Advisor beginning work on renovation projects the first project is
probationary. The EarthCraft Technical Advisor’s performance on this project determines the
EarthCraft Technical Advisors future ability to service EarthCraft renovation projects. Performance is
based on documentation received for certification; the EarthCraft Technical Advisor must certify at
least one project within 12 months of the conference call to move beyond the probationary stage.
Maintenance
EarthCraft Technical Advisors providing services for EarthCraft Renovation have no additional
maintenance requirements above those required for all certified EarthCraft Technical Advisors.

EarthCraft Field Rater Certification and Participation
EarthCraft Technical Advisors are responsible for comprehensive verification of all EarthCraft program
standards. There may be times when an EarthCraft Technical Advisor needs assistance in the field.
EarthCraft provides two options for EarthCraft Technical Advisors to obtain field assistance, Basic
Labor Support and EarthCraft Field Raters.
Basic Labor Support
Basic Labor Support is defined by EarthCraft as an individual approved by the EarthCraft Technical
Advisor to provide basic labor on the job site. Specifically, these individuals may prepare the home
for diagnostic testing, and transport and set-up diagnostic testing equipment under the direct
supervision of an EarthCraft Technical Advisor. These individuals may not perform, or interpret the
results of, diagnostic testing, or verify any EarthCraft criteria. Basic Labor Support individuals are
not monitored by EarthCraft.
It is the responsibility of the EarthCraft Technical Advisor to ensure the Basic Labor Support individual
is approved to work on the job site by the builder, renovator, contractor and/or developer.
EarthCraft Field Rater
An EarthCraft Field Rater is an individual that has been certified by EarthCraft to provide energy rater
services, on behalf of an EarthCraft Technical Advisor. Under the supervision of an EarthCraft
Technical Advisor, an EarthCraft Field Rater may:
 Verify the home complies with the performance (energy model) or the prescriptive energy
components of the EarthCraft programs through visual inspections (pre-drywall and final) and
diagnostic testing
o EarthCraft Field Raters may only perform diagnostic tests which they have been
professionally trained and certified to perform.
An EarthCraft Field Rater may not:
 Verify EarthCraft criteria outside of the performance or prescriptive energy components
 Update the EarthCraft Worksheet for the project
 Hold an EarthCraft services contract with the builder, renovator, contractor and/or developer
 Conduct EarthCraft Design Reviews, Kick-off Meetings, etc.
It is the responsibility of the EarthCraft Technical Advisor to ensure the EarthCraft Field Rater is
approved to work on the job site by the builder, renovator, contractor and/or developer.
EarthCraft Field Raters may provide services to EarthCraft Technical Advisors for the EarthCraft
House and Multifamily programs only. EarthCraft Field Raters may not work on EarthCraft
Renovation projects, but may work on EarthCraft Multifamily projects that are renovations.
Should it be determined that the EarthCraft Field Rater has completed work outside of the
parameters outlined above, both the EarthCraft Field Rater and EarthCraft Technical Advisor
responsible for the project will be automatically suspended from the EarthCraft program.

Process Overview
Prerequisites
HERS Field Rater or HERS Rater
EarthCraft Field Rater candidates must be certified and active Home Energy Rating System (HERS)
Field Raters or Raters.
The process for becoming a HERS Field Rater includes the following:
Pass the RESNET National Rating Field Inspector Test
The RESNET National Rating Field Inspector Test is an online exam that covers building science
concepts and home energy field rating procedures. The two-hour test is open book and a score of
80% or greater is required to pass.
Become a Certified HERS Field Rater
To receive the official HERS Field Rater certification, all inspectors need to successfully complete a
contract with a RESNET Accredited HERS Rating Provider, and be assigned a unique field rater
number. Complete information on HERS Field Rating Inspector certification is available at
www.resnet.us, and more information on Southface specific HERS Trainings and Rating Providership
The process for becoming a HERS Rater includes the following:
Attend the Home Energy Rating System (HERS) Training
The HERS industry was created in the early 1990’s as a result of work from the various national
laboratories, the mortgage industry, and the Federal government on reducing the amount of energy
consumed by residences. In the beginning, there were different regional standards for assessing a
home’s energy use that were applied without a nationally unified strategy. Today there are national
standards developed by Residential Energy Services Network (RESNET) and the National Association
of State Energy Officials to ensure reciprocity and consistency of trainings and ratings. The HERS
Maintenance
Communication and
Continuing Education
Professionalism Quality Assurance
Certification
Training Exams Certification Fees
Field Rater
Agreement
Prerequisites
HERS Field Rater
or HERS Rater
Certification
ENERGY STAR V3
Rater Training
Application Interview

training teaches the knowledge necessary to evaluate home energy performance and offer
suggestions for improvement according to the national standards. Training includes instruction on
how to use the diagnostic equipment and energy modeling software required by the EarthCraft and
ENERGY STAR programs. HERS Training is offered by Southface and other RESNET Accredited
Training Providers.
Pass the RESNET National Rater Test
The RESNET National Rater Test is an online exam that covers building science concepts and home
energy rating procedures. The two-hour test is open book and a score of 80% or greater is required
to pass.
Become a Certified HERS Rater
To receive the official HERS Rater certification, all raters need to successfully complete a series of
field exams and provisional ratings under contract with a RESNET Accredited HERS Rating Provider,
and be assigned a unique rater number. Complete information on HERS certification is available at
www.resnet.us, and more information on Southface specific HERS Trainings and Rating Providership
ENERGY STAR Version 3 Rater Training
Complete the ENERGY STAR Version 3 Rater Training by attending the course offered by an accredited
training provider and passing the written exam. Course availability and pricing may be found at
www.southface.org.
Application
EarthCraft Field Rater candidates must submit an application for review by EarthCraft program
administrators.
Interview
Once applications are reviewed, EarthCraft Field Rater candidates must interview with the EarthCraft
Regional Project Manager.
Certification Process
The following are requirements to become a certified EarthCraft Field Rater:
Training
EarthCraft House Builder Training
The EarthCraft House Builder Training consists of a two-hour online training on building science plus
a one-day classroom course that covers the basics of the EarthCraft House program from the
EarthCraft Builder’s perspective. EarthCraft Field Raters are highly encouraged to complete this
training in preparation for the exams. The EarthCraft Field Rater must take and pass the Builder
exam prior to becoming a certified EarthCraft Field Rater.
EarthCraft Field Rater Training
As each EarthCraft Field Rater is overseen by and reports directly to an EarthCraft Technical Advisor,
it is the responsibility of the EarthCraft Technical Advisor to provide thorough field training to the
EarthCraft Field Rater candidate. The EarthCraft Technical Advisor is responsible for preparing the
EarthCraft Field Rater for the EarthCraft Field Rater Candidate Field and Written Exams.
Exams
Field Exams
Field exams are scheduled by the EarthCraft Regional Manager in coordination with each EarthCraft
Field Rater candidate and administered by EarthCraft staff. Candidates must demonstrate proficiency
in the skills outlined in the EarthCraft Manual, which includes program reporting and inspection
procedures, pre-drywall inspections, final inspections, and air sealing, insulation and heating and

cooling standards. Candidates must also demonstrate proficiency in local energy codes, building
science, and house-as-a-system approaches to residential construction.
Note:
Please see the EarthCraft Field Rater Field Exam page for additional information.
Written Exams
There are two written exams the EarthCraft Field Rater candidate must pass. The first is the
EarthCraft Builder written exam and the second is the EarthCraft Technical Advisor written exam.
The EarthCraft Technical Advisor written exam is an online exam that covers all topics and skills
taught during the EarthCraft House Builder Training and field exams, and information provided in the
EarthCraft Manual. This exam is open book with a 3-hour time limit for completion. A score of 80%
or greater is required to pass the exam.
Certification Fees
Payment is required to the organization that administers the training. All fees must be paid in full
before an individual will be certified as an EarthCraft Field Rater.
EarthCraft House Builder Training……… $25-175*
Written Exams………………………………………… Free**
Field Exams……………………………………………… $300*** per exam plus travel
Notes:
*EarthCraft House Builder Training prices vary based on local training host costs and promotions.
Training schedules and pricing may be found at www.southface.org/calendar.
**Should the EarthCraft Field Rater candidate fail to pass the written exams on their first attempt,
subsequent attempts will cost $75 per exam and per attempt.
***This price may be reduced at the discretion of EarthCraft.
EarthCraft Field Rater Agreement
The EarthCraft Field Rater Agreement is the legal document that outlines the roles and responsibilities
of EarthCraft Field Raters and program administrators. An EarthCraft Field Rater is considered
certified once both parties sign the agreement.
Note:
Please see the EarthCraft Field Rater Agreement for additional information.
Maintenance
EarthCraft Field Raters are responsible for following the same maintenance requirements as
EarthCraft Technical Advisors. Please see the EarthCraft Technical Advisor Certification and
Participation – Maintenance section of this manual for more information.
EarthCraft Technical Advisors are responsible for ensuring the EarthCraft Field Rater(s) they are
supervising follow all EarthCraft requirements. Should the EarthCraft Field Rater fail to comply with
EarthCraft processes and protocols, the EarthCraft Field Rater and EarthCraft Technical Advisor will
be subject to disciplinary action, starting with immediate placement on probation subject to additional
Quality Assurance visits conducted by EarthCraft Staff for an indeterminate amount of time.

EarthCraft Technical Advisor Disciplinary Policy
EarthCraft strives to prevent application of the disciplinary policy through regular, open
communication with EarthCraft Technical Advisors and program participants. In the event that
disciplinary action is required, the EarthCraft Technical Advisor Disciplinary Policy is applied in
progressive steps to provide EarthCraft Technical Advisors appropriate opportunities for improvement
and prevent termination.
Probation
Probation is the first step in the disciplinary policy and serves as a formal warning while offering
opportunities for improvement.
Reasons
An EarthCraft Technical Advisor can be put on probation for the following reasons, including but not
limited to:
 Deviation from the protocol set forth in this manual
 Certification documents are consistently out-of-date, turned in late, incorrectly filled out
or consistently reveal multiple errors
 Consistently delinquent paying invoices to EarthCraft (all payments received passed the
invoice due date will be considered delinquent)
 Unexcused absence from more than two monthly conference calls in a 12 month period
 An EarthCraft Technical Advisor’s 1% QA audit exceeds maximum allowable variance for
Worksheet score, documentation completion or field diagnostics
 Failure to return communication from EarthCraft staff or an EarthCraft Builder within 30
days
 Improper use of EarthCraft logos
 Misleading marketing about EarthCraft program participation
 An official complaint is filed by a client that warrants probation
 Any combination of the above regardless of frequency of a specific item
Probation Notification
The EarthCraft Technical Advisor will be informed in writing of the probation, reasons for probation
and potential remedies.
Consequences/Actions
The Probation Notification will provide specific directions for expected improvement and compliance
by the EarthCraft Technical Advisor. EarthCraft Technical Advisors on probation may have every
certification audited, which may result in delays in the project certification process and increase in
EarthCraft Quality Assurance fees.
Suspension
Suspension is the second step in the disciplinary policy and serves as a severe warning while offering
opportunities for improvement.
Reasons
An EarthCraft Technical Advisor can be put on suspension for the following reasons, including but not
limited to:
 Failure to correct behavior resulting in EarthCraft Technical Advisor’s probationary status
within 30 days, or other approved timeline as specified in the Probationary Notification
 Failure to improve accuracy of EarthCraft Technical Advisor’s work during probation.
Probation Suspension Termination

 The EarthCraft Technical Advisor continues to deviate from the protocol set forth in this
manual
 Other serious offenses as identified by the EarthCraft Regional Manager or other
EarthCraft staff
Suspension Notification
The EarthCraft Technical Advisor will be informed in writing of the suspension, reasons for suspension
and remedies required.
The Suspension Notification will provide specific directions for expected improvement and compliance
by the EarthCraft Technical Advisor. Once suspended, an EarthCraft Technical Advisor’s name will be
temporarily removed from the list of certified EarthCraft Technical Advisors. No projects will be
certified until the EarthCraft Technical Advisor is removed from suspension. The EarthCraft Technical
Advisor’s certification status will be restored once the violation has been corrected to the satisfaction
of EarthCraft as outlined in the Suspension Notification.
Termination
Termination is the third and final step in the disciplinary policy, and is reserved for extreme offenses
without offering further opportunities for improvement.
Reasons
An EarthCraft Technical Advisor can be terminated for the following reasons, including but not limited
to:
 Failure to correct behavior resulting in EarthCraft Technical Advisor’s suspension status
within thirty days, or other approved timeline as specified in the Suspension Notification
 Demonstrates inability to improve accuracy of work
 Demonstrates inability to follow procedures set forth in this manual
 Other extreme offenses as identified by the EarthCraft Regional Manager or other
EarthCraft staff
Termination Notification
The EarthCraft Technical Advisor will be informed in writing of the termination, reasons for
termination and remedies required.
Once terminated, an EarthCraft Technical Advisor’s name will be permanently removed from the list
of certified EarthCraft Technical Advisors, and their projects cannot be certified. All certified
EarthCraft Builders working with that EarthCraft Technical Advisor will be notified and given a list of
current EarthCraft Technical Advisors to work with moving forward. A terminated EarthCraft
Technical Advisor may reapply for certification after a period of one year. No fees will be refunded if
terminated. Note: In an effort to provide the best customer service to EarthCraft Builders,
terminated EarthCraft Technical Advisors may work with EarthCraft staff to transfer current projects
to another certified EarthCraft Technical Advisor within ten business days of termination.

EarthCraft Technical Advisor Certification Pre-Drywall Inspection
Field Exam
EarthCraft Technical Advisor candidates will be given 1.5 hours to complete the Pre-Drywall Field
Exam. The Pre-Drywall Inspection Field Exam exhibit reviews the documentation provided by
EarthCraft to the EarthCraft Technical Advisor candidate, the inspection activities required, the skill
and knowledge demonstrations expected and the documentation required for submittal by the
EarthCraft Technical Advisor candidate as part of the Pre-Drywall Inspection Field Exam.
Tools Required
Candidates should be prepared with all tools as listed on the EarthCraft Technical Advisor Tool Box
Page.
Note:
EarthCraft Technical Advisor candidates taking the exam in Atlanta may arrange for EarthCraft to
provide inspection tools as needed to reduce travel complications for the EarthCraft Technical
Advisor candidate.
Documents Provided
EarthCraft Program Administrators will provide candidates with the following information:
 House Plans
 Construction Specification Sheet
 HERS Building Report
 Preliminary EarthCraft Worksheet
 EarthCraft House Inspection Notes
 Manual J load calculation
 AHRI Certificate or manufacturer equivalent
 Additional verification documentation as required by EarthCraft based on items identified
by the EarthCraft Builder on the EarthCraft Worksheet (e.g. Manual D duct design)
Inspection Activities
EarthCraft Technical Advisor must inspect and verify:
 Plans represent home as constructed
 Building Report represents home as constructed
 Construction Specification Sheet represents home as constructed
 Manual J and installed HVAC equipment meets EarthCraft standards
 HVAC systems are inspected for duct sealing, code compliance and installation design
recommendations
 AHRI Certificate or equivalent manufacture documentation meets EarthCraft standards
 EarthCraft Inspection Notes items
 Items identified by the EarthCraft Builder on the EarthCraft House Worksheet are in
program compliance (some items may require additional documentation to be provided
by the EarthCraft Builder at the pre-drywall inspection)
Skills and Knowledge Demonstrations
EarthCraft Technical Advisor must demonstrate:
 Understanding of every item on EarthCraft House Inspection Notes
 Ability to identify issues on EarthCraft House Worksheet that can be verified by field
verification at pre-drywall inspection
 Understanding of ENERGY STAR and EarthCraft House Manual J load calculation
specifications

 Ability to adequately inspect an EarthCraft House for issues that will be liabilities to a
home’s EarthCraft House certification
 Ability to explain to supervising EarthCraft Technical Advisor rationale behind choices
during inspection (e.g. why insulation was Grade II versus Grade III)
 Ability to communicate worksheet and necessary issues to be corrected to an EarthCraft
Builder in a professional and customer friendly manner
 An understanding of local energy codes and other issues addressing a home’s energy
efficiency, comfort and durability
 An aptitude at performing pre-drywall inspections consistent with the EarthCraft House
program
Documentation Submittal
EarthCraft Technical Advisor candidates must generate and submit the following documentation as
part of the pre-drywall field exam:
 A complete an accurate EarthCraft Inspection Notes
 Updated preliminary EarthCraft Worksheet
 Pre-drywall Inspection Report for the EarthCraft Builder that will aid in the certification
of the home being certified
EarthCraft Technical Advisor candidates must follow the Document Naming Conventions when
submitting Pre-drywall Inspection Exam Reports to EarthCraft.

EarthCraft Technical Advisor Certification Final Inspection Field
Exam
The Final Inspection Field Exam exhibit reviews the documentation provided by EarthCraft to the
EarthCraft Technical Advisor candidate, the inspection activities required, the skill and knowledge
demonstrations expected and the documentation required for submittal by the EarthCraft Technical
Advisor candidate as part of the Final Inspection Field Exam. EarthCraft Technical Advisor candidates
will be given 3.0 hours plus 2.0 hours per HVAC system to complete the Final Inspection Field Exam.
Tools Required
Page.
Note:
EarthCraft Technical Advisor candidates taking the exam in Atlanta may arrange for EarthCraft to
provide inspection tools as needed to reduce travel complications for the EarthCraft Technical
Advisor candidate.
Documents Provided
EarthCraft Program Administrators will provide candidates with the following information:
 House Plans or take-offs
 Lot Variation Form
 HERS Building File
 HERS Building Report
 EarthCraft House Worksheet
 EarthCraft House Inspection Notes used at pre-drywall inspection
 EarthCraft House Testing Sheet
by the EarthCraft Builder on the EarthCraft Worksheet (e.g. low VOC paint
specifications)
EarthCraft Technical Advisor must inspect and verify:
 EarthCraft Inspection Checklist items (including verification when possible that no items
checked during pre-drywall have changed)
 Building envelope and duct system meet program criteria for performance
 Items identified by the EarthCraft Builder on the EarthCraft House Worksheet are in
program compliance (some items may require additional documentation to be provided
by the EarthCraft Builder at the final inspection)
Skill/Knowledge Demonstrations
EarthCraft Technical Advisor must demonstrate:
 Ability to prep house and set up blower door and duct blaster diagnostic equipment
according to industry-accepted protocols
 Understanding of the blower door and duct blaster diagnostic tests and their relevance
to the EarthCraft House certification and the home’s overall performance
 Demonstrate an ability to use the diagnostic tools to identify performance issues with
the house

 Ability to gather field information necessary to generate an accurate, confirmed HERS
Rating or BOP Checklist for ENERGY STAR verification
 Ability to identify and record variations between a house as rated and as actually built
in the field
 Understanding of every item on EarthCraft House Inspection Notes
 Knowledge of paperwork and processes necessary for EarthCraft House certification
 Ability to communicate necessary information concerning the home’s EarthCraft House
certification to an EarthCraft Builder in a professional and customer friendly manner
 An aptitude at performing final inspections consistent with the EarthCraft House program
EarthCraft Technical Advisor candidates must generate and submit the following documentation as
part of the final field exam:
 Signed Final Inspection Testing Sheet
 Final Inspection Notes
 Final EarthCraft Worksheet
 EarthCraft Worksheet Cover signed by EarthCraft Builder and EarthCraft Technical
Advisor
 Building File Report (from confirmed Energy Model)
 Emissions Report (from confirmed Energy Model)
 ENERGY STAR Compliance: BOP Checklist OR Verification Summary Report (from
confirmed Energy Model)
 Final Inspection Report for the EarthCraft Builder that will aid in the certification of the
home being certified
EarthCraft Technical Advisor candidates must follow the Document Naming Conventions when
submitting Final Inspection Exam Reports to EarthCraft.

EarthCraft Field Rater Certification Pre-Drywall Inspection Field
Exam(s)
EarthCraft Field Rater candidates will be given 1.5 hours to complete the Pre-Drywall Field Exam.
The Pre-Drywall Inspection Field Exam exhibit reviews:
 The documentation provided by the oversight EarthCraft Technical Advisor to the
EarthCraft Field Rater candidate
 The inspection activities required
 The skill and knowledge demonstrations expected
 The documentation required for submittal by the EarthCraft Field Rater candidate as
part of the Pre-Drywall Inspection Field Exam
EarthCraft Field Rater candidates wishing to provide verification services for EarthCraft Multifamily
projects may require two Pre-Drywall Inspection Field exams. The first Pre-Drywall Inspection Field
exam will cover the air-sealing and initial HVAC inspection phases of the Pre-Drywall Inspection; the
second will cover the insulation inspection phase of the Pre-Drywall Inspection.
Tools Required
Page.
Documents Provided
EarthCraft Technical Advisors will provide EarthCraft Field Rater candidates with the following
information:
 Plans
 Construction Specification Sheet
 Energy modeling report (if applicable)
 Preliminary EarthCraft Worksheet
 EarthCraft Inspection Notes
 Additional energy-specific verification documentation as required by EarthCraft based
on items identified by the EarthCraft Program Participant on the EarthCraft Worksheet
(e.g. Manual D duct design)
EarthCraft Field Rater must inspect and verify:
 Energy modeling represents home as constructed
 Construction Specification Sheet represents home as constructed
 HVAC systems are inspected for duct sealing, code compliance and installation design
recommendations
 AHRI Certificate or equivalent manufacture documentation is representative of the
equipment installed
 EarthCraft Inspection Notes items specific to energy efficiency
Skills and Knowledge Demonstrations
EarthCraft Field Rater must demonstrate:
 Understanding of every energy efficiency item on EarthCraft Inspection Notes
 Ability to identify issues on EarthCraft Worksheet related to energy efficiency that can
be confirmed by field verification at pre-drywall inspection
 Ability to adequately inspect an EarthCraft project for energy efficiency issues that will
be liabilities to a home’s EarthCraft House certification

 Ability to explain to supervising EarthCraft Technical Advisor rationale behind choices
during inspection (e.g. why insulation was Grade II versus Grade III)
 Ability to communicate inspection results and issues to be corrected to an EarthCraft
Program Participant in a professional and customer friendly manner
 An understanding of local energy codes and other issues addressing a home’s energy
efficiency and comfort
 An aptitude at performing pre-drywall inspections consistent with the EarthCraft
program
EarthCraft Field Rater candidates must generate and submit the following documentation as part of
the pre-drywall field exam:
 A complete an accurate EarthCraft Inspection report
 Pre-drywall Inspection Report for the EarthCraft Program Participant that will aid in the
certification of the home being certified
EarthCraft Field Rater candidates must follow the Document Naming Conventions when submitting
Pre-drywall Inspection Exam Reports to EarthCraft.

EarthCraft Field Rater Certification Final Inspection Field Exam
EarthCraft Field Rater candidates will be given 1.0 hour plus 2.0 hours per HVAC system to complete
the Final Inspection Field Exam. The Final Inspection Field Exam reviews:
 The documentation provided by EarthCraft to the EarthCraft Field Rater candidate
 The inspection activities required
 The skill and knowledge demonstrations expected
 Documentation required for submittal by the EarthCraft Field Rater candidate as part of
the Final Inspection Field Exam.
Tools Required
Page.
Documents Provided
EarthCraft Technical Advisor will provide the EarthCraft Field Rater candidate with the following
information:
 Plans or take-offs
 Lot Variation Form
 Energy Model Building File
 Energy Model Building Report
 EarthCraft Worksheet
 EarthCraft Inspection Notes used at pre-drywall inspection
 EarthCraft Testing Sheet
by the EarthCraft Program Participant on the EarthCraft Worksheet (e.g. HVAC Trade
Contractor static pressure test results for confirmation, or Manual J load calculation for
room by room air flows for testing)
EarthCraft Field Rater must inspect and verify:
 EarthCraft Inspection Checklist items (including verification when possible that no items
checked during pre-drywall have changed)
 Building envelope and duct system meet program criteria for performance
Skill/Knowledge Demonstrations
EarthCraft Field Rater must demonstrate:
 Ability to prep house and set up a whole house infiltration and duct leakage diagnostic
equipment according to industry-accepted protocols
 Understanding of the whole house infiltration and duct leakage diagnostic tests and
their relevance to the EarthCraft certification and the home’s overall performance
 Demonstrate an ability to use the diagnostic tools to identify performance issues with
the house
 Ability to gather field information necessary to generate an accurate, confirmed energy
model report or verify compliance with either the ENERGY STAR or EarthCraft Multifamily
Prescriptive Path
 Ability to identify and record variations between a house as rated and as actually built
in the field
 Understanding of every item on EarthCraft Inspection Notes
 Knowledge of paperwork and processes necessary for EarthCraft certification

 Ability to communicate necessary information concerning the home’s EarthCraft
certification to an EarthCraft Program Participant in a professional and customer friendly
manner
 An aptitude at performing final inspections consistent with the EarthCraft program
EarthCraft Field Rater candidates must generate and submit the following documentation as part of
the final field exam:
 Signed Final Inspection Testing Sheet (signed by the EarthCraft Technical Advisor and
EarthCraft Program Participant)
 Final Inspection Notes
 Building File Report (from confirmed Energy Model)
 Emissions Report (from confirmed Energy Model)
 ENERGY STAR Compliance if applicable: Prescriptive Path Checklist OR Verification
Summary Report (from confirmed Energy Model)
 Final Inspection Report for the EarthCraft Builder that will aid in the certification of the
home being certified
EarthCraft Field Rater candidates must follow the Document Naming Conventions when submitting
Final Inspection Exam Reports to EarthCraft.

EarthCraft Technical Advisor Tool Box
To perform EarthCraft field inspections, EarthCraft Technical Advisors will need the following tools:
 Clipboard or electronic tablet
 Digital Camera
 Headlamp/flashlight
 Pen/Pencil(s)
 Compass
 Calculator
 Extension Ladder (for reaching high ducts in vaulted ceilings and other locations; may
be borrowed from the EarthCraft Builder when appropriate)
 6’ Frame Ladder
 4’ Frame Ladder
 Tape Measure (at least 25’)
 1/4” and 5/16” bolt driver (for removing and replacing air handler covers and HVAC
registers)
 Screwdriver (for removing and replacing outlet covers and other items during
inspections)
 Utility Knife (for inspecting duct sealing)
 Foil tape & Mastic tape (for repairing duct sealing inspection sites)
 Zip Ties (for repairing duct sealing inspection sites)
 Blower Door testing equipment
 Duct Blaster testing equipment
 Duct Mask
 Masking tape
 Cardboard/Foam Board (for testing duct systems at the blower compartment and for
flow testing in awkward register locations)
 Fan pressure to fan flow conversion charts if not using the monometer for conversion
Note:
Additional tools may be required depending on the project goals and items selected on the
EarthCraft Worksheet.
For example, the project may pursue the supply air flow testing option and request the testing to
be completed by the EarthCraft Technical Advisor. To do the supply air flow testing, the EarthCraft
Technical Advisor will need a flow hood or other anemometer for measuring supply air flow at each
register.
Rental equipment
In an effort to reduce the upfront costs for becoming an EarthCraft Technical Advisor, Southface
offers equipment for rent by EarthCraft Technical Advisors. Contact the EarthCraft Hotline for more
information on currently available equipment and rental pricing.

EarthCraft Marketing
EarthCraft Marketing
Marketing EarthCraft Projects
Once you’ve put in the work to create a top-of-the-line EarthCraft project, the next step is getting
the word out. Marketing your project can enhance the profile and reputation of your business,
distinguish you from your competition and generate new leads for future work.
EarthCraft program administrators can provide public relations assistance and marketing collateral
to help you showcase your best EarthCraft projects. The following materials and services are
available.
EarthCraft Logos
EarthCraft logos may be used to market an EarthCraft project which has been submitted for, or has
received, EarthCraft certification. The EarthCraft logo identifies a project that meets EarthCraft
program criteria, and therefore, should only be used in materials that promote this project. The
following terms and conditions apply:
Who may use the EarthCraft logo
Only EarthCraft certified program participants (Builders, Renovators, EarthCraft Technical Advisors,
EarthCraft Real Estate Professionals, and EarthCraft HVAC Professionals) in good standing may use
the EarthCraft logo specific to their trade EarthCraft certification.
Acceptable uses
EarthCraft certified program participants may use the EarthCraft logo specific to their building type
to market registered EarthCraft projects. Acceptable logo placement includes:
 Print ads, brochures, flyers, tradeshow exhibit material and signage publicizing a registered
EarthCraft project, and
 Letterhead, business cards or professional Websites that identify an individual or organization
as an EarthCraft program participant.
If you have another means of publicizing your EarthCraft project, please check with EarthCraft staff
regarding use of the logos.
File Types
The following file types are available:
 JPG: This is the preferred format for Web and PowerPoint applications. It should always be
displayed in color and must be scaled to fit specific applications.
 EPS: This is the preferred format for print publications. An EPS can be tailored for four-color
printing, two-color spot printing or one-color black-and-white printing. EPS files are infinitely
scalable, although printer specific drivers are required. EPS images are ideal for PDF files.
Press Releases
Press releases are an effective way to communicate with the press about an important project or an
upcoming event. At its most basic, a well-written press release should identify essential details (who,
what, where, when and when) and then expand on the project’s most unique, interesting aspects.
How will you know if your story is newsworthy? While all EarthCraft projects are important
accomplishments, the following types of projects are particularly well-suited to a press outreach
effort:
 Homes or buildings that represent an important “first,” i.e. the first EarthCraft Light Commercial
building in a city, or the first affordable housing development certified under the EarthCraft
Multifamily program.

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