Homeowners

In California, obtaining a permit and an independent inspection by a certified HERS Rater isn’t just a recommendation—it’s the law. Whether you’re building a new home, remodeling, or replacing your HVAC system, these steps ensure your project meet cost-saving energy efficiency standards.

Homeowners requested to sign up with CHEERS can use a single Homeowner account with two levels of access:

CF-1R Sign-Off (Design Documents) – No project access fee.

CF-2R Sign-off (Installation Documents) – One-time project access fee ($25)

A permit and independent HERS test is required
when making changes to your home’s HVAC system

Find a Pro and get it done right!

The average California home HVAC system leaks 30% of the conditioned air into areas other than living space. To combat this massive energy loss, the State of California requires HVAC replacements to be:

  • Permitted at the local Building Department
  • Installed by a licensed HVAC contractor
  • Tested and verified by an independent HERS Rater

Here’s a summary of the process and who does what:

Step 1 – Document

  • Register project with CHEERS
  • Get permit at local Building Dept

Responsibility: HVAC Contractor

Step 2 – Install

  • Install new HVAC system
  • Schedule HERS Rater for testing

Responsibility: HVAC Contractor

Step 3 – Verify

  • 3rd party testing & verification
  • Complete CHEERS Project Status Report

Responsibility: HERS Rater

Risks of not getting a CHEERS Project Status Report

A CHEERS Project Status Report is available only after a project has passed verification and testing by an independent HERS Rater. If you are working with a contractor who does not pull a permit or use a HERS Rater for final testing, your contractor is breaking the law. Unpermitted and untested HVAC projects:

  • Do not comply with local and state building codes
  • May not be properly installed or operating efficiently
  • Increase utility bills and reduce indoor air quality
  • Potentially lower home resale value and jeopardize future insurance coverage and rates
Project Status Report (PSR)

Frequently asked questions

Your energy consultant or rater can confirm which document types your project requires.
The fee is required only when you need to sign installation documents (CF-2Rs).
The fee is per project, not per document.
Yes. You can pay the one-time fee at any time if CF-2Rs require your signature.