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Planning and Sustainability

Innovation. Collaboration. Practical Solutions.

Phone: 503-823-7700

Curbside Hotline: 503-823-7202

1900 SW 4th Ave, Suite 7100, Portland, OR 97201

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Roadmap: Becoming an Authorized Home Energy Assessor in Portland

Outlined below are the required steps to become an authorized home energy assessor with the Portland Home Energy Score program. This entire process is estimated to take a minimum of four weeks and $625 to complete. To complete the process, you must hold an Oregon CCB license for residential contractor, residential specialty contractor license, or residential restricted Home Energy Performance Score Contractor. Download the Roadmap or follow the step outlined here.

STEP 1. Obtain and verify qualifying US DOE credentials.

STEP 2. Complete Home Energy Score Simulation training.

STEP 3. Obtain and verify home energy assessor CCB certificate.

STEP 4. Complete the home energy assessor participation agreement

STEP 5. Attend mandatory orientation.

STEP 6. Successfully complete required mentoring session.

STEP 7. Authorization.

Step 1: Complete at least one of the following US Department of Energy (US DOE) qualifying credentials listed on the ODOE - Home Energy Assessor Training Certification Form. After completing the training, email completed form to PDXHES@earthadvantage.org.

Note: If you have yet to complete the US DOE Home Energy Score Simulation Training, disregard the “USDOE online simulation training” fields on the form.

Estimated cost: varies by market rates

Estimated time frame: varies by training provider

STEP 2: US DOE will email you access to the Simulation Training. This is a self-paced training process where you will conduct virtual home walk-throughs designed to show a variety of situations you might encounter, in order to learn how to produce an accurate home energy score. Once complete, US DOE will email you to confirm you passed a series of test homes and a multiple choice exam.

Note: For additional assistance, you can optionally attend guided trainings through Earth Advantage. Recommended for those without experience in on-line simulation training modules.

Estimated cost: Free (unguided) or $100 (guided)

Estimated time frame: 12+ hours, usually over a few weeks (unguided) or 12-16 hours over 1.5 to 2 days (guided)

STEP 3: Earth Advantage will email you the approved ODOE – Home Energy Assessor Training Certification Form from Step 1. Submit this approved Form to CCB, WITH the CCB Home Energy Assessor Certification Application. Upon approval, CCB will mail you a certificate and CCB number. Email this information to PDXHES@earthadvantage.org

Note: In order to qualify for this certification, you must have a CCB residential contractor license, residential specialty contractor license, or residential restricted Home Energy Performance Score Contractor license – see CCB Endorsements Form for descriptions.

Estimated cost: $100 Application Fee + $100 One-Year Certification Fee. Ongoing annual renewal fee is $100.

Estimated time frame: 5-7 business days

STEP 4: Complete the home energy assessor participation agreement. (Download form HERE). Submit agreement to Earth Advantage at PDXHES@earthadvantage.org

Estimated cost: None

Estimated time frame: 1-2 business days to process

Step 5: Contact Earth Advantage to register for the mandatory orientation. Learn about specific local program requirements and messaging to homeowners about the home energy report. Upon completion, Earth Advantage will send an introductory email with next steps to start generating scores.

Estimated cost: $75

Estimated time frame: 2 hr. Orientation session

STEP 6: As required by US DOE, you must schedule and score your first home accompanied by a mentor designated by Earth Advantage (unless you already completed this as part of a guided in-person simulation training – see Step 3).

Estimated cost: $150

Estimated time frame: 2 hr. field visit + energy modeling

STEP 7: You are now authorized to conduct Portland Home Energy Score assessments and generate the home energy report!

Estimated cost: $25/score quality assurance fee

Estimated time frame: 1.5 hr./home - field assessment, energy modeling, home energy report generation

Program Roles

US Department of Energy (US DOE) – Manages the Home Energy Score rating protocol, training requirements and quality assurance guidelines.

Oregon Department of Energy (ODOE) – Manages compliance to Oregon-specific Home Energy Performance Score requirements – Training credentials, CCB licensing, scorecard utility rates.

City of Portland Bureau of Planning and Sustainability (BPS) – Manages the Portland Home Energy Score program and is the official Home Energy Score Partner to US DOE.

Earth Advantage – Implements program quality assurance on behalf of the City of Portland.

Home Energy Score Modeling Tools

Beyond use of the US DOE Home Energy Score modeling tool, a number of other third-party software providers have successfully integrated with the Home Energy Score API to allow home energy assessors to produce the home energy report along with the other outputs the software produces.

Click HERE and scroll to Compatible Software section for list of approved third-party software providers. Licensing may be required between the home energy assessor and software provider.

Estimated cost: Varies. US DOE’s Home Energy Score software tool is free. Other third-party software providers may charge licensing fees for use.

For More Information:
If you have further questions related to becoming am authorized home energy assessor for the Portland Home Energy Score program, please contact:

MacKenzie Winchel, Program Manager / Quality Assurance
Email: PDXHES@earthadvantage.org
Phone: 503-468-3482