2. HERS I Rater Certification Training
HERS Certifications may only be granted by a California Energy
Commission approved HERS Provider
HERS Raters are trained to verify the HERS (Home Energy Rating
Services) measures as required by the Title 24 California Energy
Standards
Some of the conservation features in the Title 24 California Energy
Standards require a 3rd party inspector (in addition to the local
building department inspector) to verify that the measure is properly
installed.
3. HERS I Raters are trained to verify HERS
measures such as:
Duct Testing
Refrigerant Charge Measurement
Sampling
Registration of forms with HERS Provider
Ethics and Quality Assurance
Quality Insulation Installation
Air Conditioner Efficiency
New Cooling Technologies
Energy Star, Utility and Green Programs
Solar Verifications for Solar PV systems installed under the State of
California’s New Solar Home Partnership
4. What HERS II?
The purpose of the proposed revisions to the HERS
regulations is to implement Phase II of
the HERS Program by extending Phase I to cover
whole‐house home energy ratings of existing
(and newly constructed) homes. Phase II will put in
place the remaining elements of PRC Section 25942
5. HERS II Provisions
• Consistent, accurate, and uniform ratings based on a single
statewide rating scale
• Reasonable estimates of potential utility bill savings, and
reliable recommendations on cost‐effective measures to
improve energy efficiency.
• Labeling procedures that will meet the needs of home buyers,
homeowners, renters, the real estate industry, and mortgage
lenders with an interest in home energy ratings.
• Proposed approaches for determining measure
cost‐effectiveness and recommendations for energy efficiency
improvements, including cross checking against utility bills.
6. The HERS Disclosure Booklet
A California Energy Commission publication
California Civil Code 2079.10 states that if this
booklet is provided to the buyer by the seller or
broker, then this booklet is deemed to be
adequate to inform the home buyer about the
existence of California’s Home Energy Rating
Program.
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14. Status of HERS II?
•All California HERS Providers are awaiting approval
•Many opportunities await this important step
•Stay tuned
15. What is available today?
•The FHA/VA Energy Efficient Mortgage
•The FHA Weatherization Program
•Utility Company Rebates
•Energy Efficiency Federal tax credits
16. The Energy Efficient Mortgage
A Government Insured loan (FHA/VA) that allows
“Cost Effective” Energy Upgrades to be financed
into the Mortgage with no qualifying or down
payment requirements
FHA will allow 5% of the property value in most
cases (see HUD Mortgagee Letter 2009-18)
VA allows up to $6,000 in upgrades
Can be used on Purchase, Rehab & Refinance
A HERS Report is required to document the
upgrades as cost effective
17. The FHA Weatherization
Program
Allows financing of “thermal improvement”
upgrades when the EEM funds are not enough
Items that would qualify: Dual Pane
Windows, insulation, weather stripping, etc.
Borrower must qualify for additional amount
Borrower must put additional down
23. After the Rating Report results are generated:
The borrower decides on a cost effective package
Bids are gathered
Contractors should be educated about the EEM
Program
The EEM package is submitted to underwriting
EEM Funds are held in a holdback account after
close of escrow
Once escrow has closed, work can begin
When work is complete, funds are released
24. EEM Case Study
Bryon & Rachael Soules, 1st Time Homebuyers
Expressed interest in the Energy Efficient
Mortgage
25. • Home built in 1948
• No wall insulation
• R11 insulation in the attic
• Duct system was very leaky
• Single pane Windows
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27. EEM Case Study
Purchase price of the home: $131,250
EEM allowable amount: 6,562
Total of all Contractor bids: 7,463
Weatherization Program: 900
