Certification Handbook

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Certification Handbook

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Ap p lications for all N ABCEP Certifications are available at:

WWW.N ABCEP.ORG

N orth American Board of Certified Energy Practitioners (N ABCEP) 56 Clifton Country Road, Suite 202

Clifton Park, N Y, 12065

w w w .N ABCEP.org

Email

General Inquiries: info@N ABCEP.org

Certification & Applications: applications@N ABCEP.org

Recertification & Continuing Education: info@N ABCEP.org

Phone: (800) 654-0021 Fax: (518) 899-1092

STATEMEN T OF N ON D ISCRIMIN ATORY POLICY

The N orth Am erican Board of Certified Energy Practitioners is d ed icated to the p rincip les of equ al op p ortu nity and equ al access to its p rogram s and services. N ABCEP d oes not d iscrim inate against any ind ivid u al on the basis of religion, gend er, ethnic backgrou nd , nationality, d isability, sexu al orientation, or other reason p rohibited by law . N ABCEP grants certification w ithou t regard to an Ap p licant’s membership or non -membership on any organization, association or other grou p .

Disclaimer St at ement :



NABCEP is a non-profit cert ificat ion organiz at ion for professionals in t he field of

renew able energy .



NABCEP issues v olunt ary cert ificat ion credent ials t o t hose qualified professionals w ho

sat isfy eligibilit y requirement s est ablished by t he Board of Direct ors.



NABCEP cert ificat ion is not a professional license issued by a gov ernment agency , and

does not aut horiz e a cert ificant t o pract ice.



NABCEP cert ificant s must comply w it h all legal requirement s relat ed t o pract ice,

including licensing law s

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Certification Handbook

NABCEP Certification Handbook; V7.2; June 2014 P a g e | 1

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1 Introduction

The N orth Am erican Board of Certified Energy Practitioners (N ABCEP®) offers voluntary personnel certification for p rofession als in the renew able energy ind u stry, inclu d ing N ABCEP PV Installation Profession al™, NABCEP Solar Heating Installer™, and NABCEP PV Technical Sales Professional™. Ind ivid u als seeking these certification s m u st m eet the requ irem ents of one of the qu alifying categories established by the N ABCEP Board of Directors, agree to a Cod e of Ethics, p ay all requ ired fees, and p ass an exam ination . Certified ind ivid u als (Certificants) m u st com p lete m inim u m related continu ing ed u cation and exp erience requ irem ents, and p ay a recertification fee, to m aintain certification d u ring each three-year certification p eriod . This Certification Handbook contain s in form ation abou t N ABCEP’s certification p rogram s. It p rovid es gu id ance an d p olicies for ap p lying, achievin g, and m aintaining a p ersonnel certification from N ABCEP.

Incorp orated in 2002, the m ission of N ABCEP is to w ork w ith and su p p ort the renew able energy and energy efficiency ind u stries, p rofessionals, an d stakehold ers to d evelop and im p lem ent qu ality cred entialin g and certification p rogram s for p ractitioners. Practitioners w h o choose to becom e certified m u st d em onstrate their com p etence in the field an d their com m itm ent to u p hold ing high stand ard s of ethical and p rofessional p ractice. N ABCEP is a nation ally recognized cred entialing bod y form ed to set com p etency stand ard s for p rofession al p ractitioners in the field s of renew able energy an d energy efficiency. N ABCEP follow s best p ractices of the certification field in the d evelop m ent an d op er ation of all of its certification p rogram s. N ABCEP PV Installation Professional Certification (form erly N ABCEP Solar PV Installer Certification ) h as been accred ited to the rigorou s intern ation al AN SI/ ISO/ IEC 17024 stand ard for p ersonnel certification bod ies since 2007, and the N ABCEP Solar H eating Installer Certification becam e accred ited in 2013.

Volu ntary certification for renew able energy p rofession als:

 Prom otes the statu s and cred ibility of renew able energy p ractices  Prom otes con su m er confid en ce in renew able energy technologies  Prom otes w orker safety and skill

 Ad van ces u niform p rofessional stand ard s by hold ing certificants to a Cod e of Ethics

 Com m its certificants to continu ed p rofessional d evelop m ent throu gh m aintenance of the cred ential

N ABCEP is com m itted to p rovid ing a certification p rogram of qu ality an d integrity for the p rofessionals and p u blic consu m ers it is d esigned to serve. In ad d ition to gu id ing cand id ates for certification throu gh the ap p lication, exam in ation, an d m aintenance p roced u res for each Certification, this Handbook contains p olicies regard ing can d id ate rights and the integrity of the N ABCEP cred ential.

Each individual Applicant should read this Handbook thoroughly in preparation for

applying for certification. This Handbook covers the entire application, examination,

certification, and recertification process.

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2 Overview

2.1 Purpose

Certification - a procedure by w hich an independent t hird-part y giv es w rit t en assurance t hat a professional conforms t o specified st andards, usually by holding professionals in a specific field t o a set of requirement s including a w rit t en examinat ion. As a result of meet ing t he requirement s and passing t he exam, professionals receiv e a cert ificat e, w hich t hey can display publicly t o w it ness t heir proficiency .

Certification assu res the p u blic, em p loyers an d p ractition ers that a certified p rofessional p ossess the skills and know led ge necessary to com p etently carry ou t the w ork p rocesses of a sp ecific field as ou tlined in the relevant Job Task Analysis, and that he/ she is com m itted to continu ed p rofessional training and ed u cation an d ad herence to ethical p ractices.

2.2 Certification Timeline

Application D eadline to su bm it com p leted Ap p lication an d rem it Ap p lication Fee

10 w eeks and one day (71 days) prior to each Examination

Ap p licants notified of eligibility or ineligibility N o later than 3 w eeks after the Ap p lication Dead line

Exam Scheduling D eadline to sched u le exam and rem it Exam in ation Fee

6 w eeks and one day (43 days) prior to Examination

Cand id ates sent Exam Ad m ission Slip via e-m ail N o less than tw o w eeks p rior to exam ination Examination Tw ice Annu ally (Sp ring & Fall)

Candidate N otification Cand id ates are sent notification of exam resu lts via Postal Service

N o m ore than 6 w eeks after exam d ate

Certificates Aw arded Certificates are m ailed via Postal Service to new N ABCEP Certified Installers and new Certificants are listed on w ebsite

N o m ore th an 6 w eeks after notification of resu lts

Exact d ead line calen d ar d ates p ertaining to u p com ing ad m inist ration s of the exam in ation w ill be p osted on the N ABCEP w ebsite an d are available u p on requ est.

2.3 Certification Period

Certification is valid for three (3) years from the d ate of issu ance. Certificants m u st m eet the requ irem ents for recertification (see Section 13) by the en d of each three-year p eriod in ord er to be eligible to renew their certification. Certificants m ay p erp etu ally rep eat the recertification p rocess every three years for as long as they continu e to m eet the established requ irem ents for contin u ing ed u cation an d p ractice. N ABCEP shall regu larly review and u p d ate stan d ard s and requ irem ents as need ed .

2.4 Fees

All fees are non-refundable and non-transferable, except as may be allow ed by procedures contained in this Handbook.

Ap p lication Fee – p er electronically su bm itted ap p lication ………... $125 Ap p lication Fee – p er p ap er ap p lication ………..………..………….. $175

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Exam ination Fee – p er first tim e cand id ate p er certification exam …... $375

Re-exam ination Fee – p er each re-take of an exam ination ………...… $275

H and Score Fee – p er each requ est to hand verify an exam score ……… $50

Recertification Fee – p er electronically su bm itted ap p lication ……… $390

Recertification Fee – p er p ap er ap p lication ……… $440

Certification Renew al Fee – p er recertification w ithin first year of exp iration ………..….……….... $50

Certification Ren ew al Fee – p er recertification w ithin second or third year of exp iration………...……… $100

Rep lacem ent Docu m ent Fee – p er requ est……….………... $25 Fees are p ayable to the N orth Am erican Board of Certified Energy P ractitioners (N ABCEP) via cred it card , check or m oney ord er. Paym ents that are not rem itted electronically throu gh the w ebsite m u st be su bm itted w ith a Paym ent Rem ittance Form (Ap p en d ix IV). All fees are su bject to change w ithou t notice.

3 PV Installation Professional Certification Requirements

3.1 Eligibility Requirements

To becom e certified and m aintain certification, the Ap p licant m u st m inim ally:  Be at least 18 years of age

 Meet p rerequ isites of related exp erience and / or ed u cation as ou tlined below  Com p lete an ap p lication form d ocu m enting requ irem ents

 Sign an d agree to u p hold the N ABCEP Cod e of Ethics  Pay Ap p lication an d Exam in ation Fees to N ABCEP  Pass a w ritten exam ination

 Once certified com p lete con tinu ing ed u cation and exp erience requ irem ents, su bm it a recertification ap p lication, and p ay a Recertification Fee, w ithin the recertification tim efram e

3.2 Qualifying for the Examination

There are several w ays th at an ind ivid u al m ay qu alify to sit for the certification exam ination (Qu alifying Categories). N ABCEP recognizes that p rofession als in the field of renew able energy an d energy efficient technologies receive their training an d w ork exp erien ces in a variety of w ays ; therefore, each Qu alifying Category stip u lates sp ecific training an d / or exp erience. N ABCEP Staff w ill review each ap p lication to d eterm ine com p liance w ith eligibility criteria. Com p liance w ith the requ irem ents of one of the Qu alifying Categories below m u st be d ocu m ented .

To qu alify to sit for the N ABCEP PV Installation Professional Certification Ex am in ation, every Ap p licant w ill need to d ocu m ent:

1) Com p letion of a m inim u m of 10 hou rs of OSH A Ou treach Training Program for the Constru ction Ind u stry training (or state or p rovincial equ ivalent); AN D

2) Com p letion of 58 cu m u lative hou rs of training as d efined in Section 3.5.2 below (N OTE: These hou rs of training d o not need to be in ad d ition to ap p renticeship or d egree cou rsew ork if the requ irem ents of Section 3.5.2 w ere m et w ithin the cu rricu lu m ); AN D

3) That he/ she m eets all of the requ irem ents of ON E of the follow ing Qu alification Categories: CATEGORY A

i. Decision m aking role in the installation of five (5) PV system s in com p lian ce w ith the requ irem ents of Section 3.3 below ;

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CATEGORY B

i. Licensu re as a contractor in good stand ing in solar or electrical con stru ction -related areas; AN D ii. Decision m aking role in the installation of three (3) PV system s in com p liance w ith Section 3.3 CATEGORY C

i. Fou r (4) years of electrical constru ction -related exp erien ce w orking for a licen sed contractor; AN D ii. Decision m aking role in the installation of three (3) PV system s in com p liance w ith Section 3.3 CATEGORY D

i. Three (3) years of exp erien ce in a U.S. Dep artm ent of Labor Registered Electrical Constru ction Trad e Ap p renticeship Program ; AN D

ii. Decision m aking role in the installation of three (3) PV system s in com p liance w ith Section 3.3 CATEGORY E

i. Tw o (2) or fou r (4) year d egree in a field related to renew able energy, constru ction technology, electrical technology, or en gineering technology; OR Fou r (4) year d egree in a field related to electrical, m echanical, stru ctu ral, or civil engineering, or architectu re; AN D

ii. Decision m aking role in the installation of three (3) PV system s in com p liance w ith Section 3.3 N ABCEP CERTIFIED PV IN STALLATION PROFESSION AL ELIGIBILITY REQUIREMEN TS

SUMMARY TABLE

All Applicants must be at least 18 years of age; document a minimum of 10 hours of OSHA Outreach Training Program for the Construction Industry training (or state or provincial equivalent); complete at least 58 hours of relevant qualified training (see Section 3.5.2); sign a Code of Ethics; and pay all applicable fees.

Category Who Minimum Experience

A

Professional w ith a d ocu m ented d ecision m aking role in the installation of PV system s – su ch as Lead Installers, System Designers, Project Managers, Site Managers, Forem an, Electricians, System Engineers, and Qu ality Assu rance / Com m issioning Agents

Docu m ented d ecision m aking role in the installation of five (5) PV

system s B Existing licensed contractor in good stand ing in a solar or

electrical constru ction trad e

Docu m ented d ecision m aking role in the installation of three (3)

PV system s C

Fou r (4) years of electrical constru ction -related exp erience w orking for a licensed contractor (inclu d es licensee or ow ner/ op erator)

D

Three (3) years of exp erience in a U.S. Dep t. of Lab or Registered Electrical Constru ction Trad e Ap p renticeship Program

E

Tw o (2) or m ore year renew able energy, constru ction

technology, electrical tech nology, or engineering tech nology d egree; or fou r (4) or m ore year electrical, m echanical, stru ctu ral or civil engineering, or architectu re d egree

3.3 Experience Requirements

All systems submitted w ith the application must meet the follow ing minimum criteria:

A. The Ap p licant shall h ave p erform ed in a d ecision m aking role, w hich had m aterial im p act on the qu ality and serviceability of the installation. Exam p les of su ch roles inclu d e, bu t are not lim ited to:

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Lead Installers, System Designers, Project Man agers, Site Managers, Forem an, Electrician s, System Engineers, an d Qu ality Assu rance / Com m issioning Agents. Du e to the variety of d ecision m aking roles th at m ay be involved w ith any p articu lar system installation, m ore th an one p erson m ay qu alify for each system ; how ever, each ind ivid u al m u st d ocu m ent their sp ecific role an d their level of resp onsibility for the qu ality and serviceability of the installation .

B. Installation m u st h ave been com p leted w ithin the tw o calen d ar years p rior to the ap p lication su bm ission d ate.

C. All system m u st have a m inim u m rating of 1 kW DC (STC).

3.4 Documenting Experience

For each PV system , an Ap p licant m u st su bm it d ocu m entation that su m m arizes system inform ation, d ocu m ents system com p letion, and verifies his/ her d ecision m aking role. N ABCEP reserves the right to contact system ow ners/ op erators, p erm itting au thorities, em p loyers, and su b-contractors to verify the Ap p licant’s w ork exp erience and d ecision m aking au thority.

3.4.1 System Summary

To document experience as a PV installation professional, Applicants are asked in the application to provide a concise description of the system and the work performed, including:

 System location  Date p erform ed

 System info (PV array size, n u m ber of inverters and total cu m u lative inverter cap acity)  N am e and p h one nu m ber of installation contractor

 N am e and p h one nu m ber of contractor listed on the p erm it or insp ecti on  Descrip tion of w ork p erform ed by the Ap p licant

3.4.2 Documenting System Installation

To document the system completion date and that the system was installed according to applicable codes, an Applicant must submit a copy of Electrical and/or Building Permit(s) and Final Inspection Report(s) issued by the Local Authority Having Jurisdiction (AHJ) for each system submitted. In regions where permits and inspection reports are not issued, the Applicant may submit an inspection report that was written by an independent qualified electrician recognized by the AHJ or an independent certified electrical inspector.

3.4.3 Documenting Decision Making Role

If the Applicant was named on the permit/inspection document(s) then no additional documentation is needed to verify that he/she held a decision making role that had material impact on the quality and serviceability of the installation. To document that the Applicant who is not named on the permit/inspection document(s) did hold a decision making role during the design, project management, installation, and/or commissioning/quality assurance process, the Applicant must submit one of the following:

A. A signed letter on letterhead from the person, or a member of senior management from the company, that is named on the permit/inspection document(s). The letter must clearly explain the role(s) and the decision making authority that the Applicant held for the system design, project management, installation, and/or commissioning/quality assurance process for the system installation; OR

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C. A commissioning or quality assurance report that identifies the Applicant as being responsible for the system commissioning or quality assurance process.

3.5 Training Requirements

3.5.1 OSHA 10 Training

All Ap p licants m u st show p roof of com p letion of a m inim u m of 10 hou rs of the Occu p ational Safety and H ealth Ad m inistration (OSH A) Ou treach Training Program for the Con stru ction Ind u stry, or state or p rovincial equ ivalent. To fin d an OSH A class visit: w w w .osha.gov/ d te/ ou treach/ cou rses.htm l.

N OTE: N ABCEP strongly recom m end s the com p letion of an OSH A 30-H ou r Constru ction Ind u stry cou rse. OSH A states th at “the 10-h ou r class is intend ed for entry level w orkers” and “the 30-hou r class is m ore appropriate for supervisors or w orkers w ith some safety responsibility.” Eighteen (18) of the tw enty (20) ad d itional hou rs of training from a 30-h ou r OSH A cou rse m ay be ap p lied to the 58 hou r s of training th at is requ ired for all Qu alifying Categories (see Section .3.5.2.D).

3.5.2 PV Training

PV training must meet the follow ing criteria to be accepted in an application:

A. All training w as com p leted in the five calend ar years p rior to the s u bm ission of the ap p lication. B. All training m u st h ave a form al training form at, w ith a teacher -learner stru ctu re. This im p lies a

connection betw een a learner and a learning so u rce. This can inclu d e w eb-based train ing in w hich the stu d ent is sep arated from facu lty and other stu d ents bu t w here the learner receives feed back an d the student’s progress is monitored. All hour requirements are based on “contact hours” betw een the teacher an d the learner.

C. A m inim u m of forty (40) of the fifty eight (58) p rescribed hou rs m u st cover “ad vanced ” PV in stallation and d esign p rincip les and p ractices as ou tlined in the N ABCEP PV Installation Profession al Job Task Analysis (as op p osed to “fu nd am ental” or “introd u ctory” PV in stallation and d esign p rincip les and p ractices as ou tlined in the N ABCEP PV Entry Level Learning Objectives). This ad vanced PV training m u st be offered by one of the follow ing ed u cation p rovid ers:

I. Institu tions accred ited by an agency recognized by the fed eral Dep artm ent of Ed u cation, or Canad ian equ ivalent (Accred ited Universities, Colleges, Com m u nity Colleges, etc.) (http :/ / op e.ed .gov/ accred itation/ search.asp x)

II. U.S. Dep artm ent of Labor Registered Ap p renticeship Training Program s (w w w .d oleta.gov/ oa/)

III. Interstate Renew able Energy Cou ncil (IREC) Accred ited Training Provid ers for the N ABCEP PV Installation Profession al Job Task An alysis

(http :/ / w w w .irecu sa.org/ cred entialing/ cred ential-hold ers/)

IV. Am erican N ational Stan d ard s Institu te (AN SI)/ IREC 14732 Accred ited Certificate Program s (http s:/ / w w w .ansica.org/ w w w version2/ ou tsid e/ AN RECd irectory.asp ?m enu ID=229) or AN SI/ ASTM 2659 Accred ited Certificate Program s

(http s:/ / w w w .ansica.org/ w w w version2/ ou tsid e/ CAPd irectory.asp ?m enu ID=212) th at are based on the N ABCEP PV Installation Professional Job Task An alysis

V. Training in stitu tions ap p roved by State Contractor Licen sing Board s or Canad ian Provincial equ ivalents

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VI. State or Provincial Dep artm ent of Ed u cation or equ ivalent licensed Vocational / Technical training p rogram s

N OTE: Cou rses offered by p rivate training organization s or bu sinesses that are not accred ited or otherw ise recognized by a third -p arty as d escribed above, w ill not be accep ted for the m inim u m of 40 hou rs of ad vanced PV installation an d d esign training.

D. A m axim u m of eighteen (18) of the fifty eight (58) p rescribed h ou rs m ay be obtained from n on -accred ited , non -certified sou rces su ch as:

I. Cou rses covering electrical or bu ild ing cod es relevant to the installation of PV system s II. Entry Level cou rsew ork th rou gh a N ABCEP Registered PV Entry Level Exam Provid er,

p rovid ed that a p assing score achievem ent w as obtained on the N ABCEP PV Entry Level Exam . N OTE: Introd u ctory/ Fu nd am ental level cou rses lead ing to the N ABCEP Entry Level Exam d o not qu alify for the m inim u m 40 hou rs of ad van ced PV installation an d d esign. III. Ad d itional OSH A or equ ivalent w orkp lace safety cou rses above an d beyond the requ ired

OSH A 10-hou r cou rse

IV. Training p rogram s an d cou rses that are registered w ith N ABCEP for Continu ing Ed u cation Cred its for the PV Installation Profession al Certification

V. Any other cou rsew ork that ad d resses topics inclu d ed in the N ABCEP PV Installation Profession al Job Task An alysis, su ch as cou rses tau ght by a non -accred ited training organization

3.6 Documenting Training

To d ocu m ent training, the Ap p licant m u st su bm it a certificate of com p letion or a tran scrip t for each com p leted training p rogram or cou rse u sed to m eet the m inim u m training requ irem ents. All certificates of com p letion and transcrip ts m u st clearly state that the cou rse covered su bject m atter d irectly related to ad van ced PV installation or the N ation al Electric Cod e. If the su bject m atter of the cou rse is not clearly stated in the title, then the Ap p licant m u st p rovid e a cou rse ou tline an d a signed letter from the training p rovid er or instru ctor that d etails how m any hou rs w ere sp ent covering the N ABCEP PV In stallation Profession al Certification Job Task An alysis or relevant cod es.

3.7 Documenting Licensure

If the Ap p licant’s Qu alifying Category requ ires th at they hold a sp ecific licen se (see Section 3.2), or if a license for solar installation is requ ired in the ju risd iction in w hich the w ork w as p erform ed , the Ap p licant m u st su bm it a cop y of his/ her licenses w ith the ap p lication.

3.8 Documenting Employment or Apprenticeship

An Ap p licant ap p lying u nd er Qu alifying Categories C or D (see Section 3.2), m u st su bm it d ocu m entation for the requ ired w ork exp erien ce. For Category C the Ap p licant w ill need to su bm it a signed letter from the cu rrent or m ost recent licensed contractor(s) that verify the Ap p licant’s em p loym ent d u ration and job d u ties. For Category D the Ap p lican t w ill need to su bm it a cop y of the Certificate of Ap p renticeship Com p letion.

3.9 Documenting Education

Ap p licants ap p lying u nd er qu alifying Category E m u st su bm it cop ies of official transcrip ts or d ip lom as attesting to the com p letion of the d egree(s) or certificate(s) earned .

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4 Solar Heating Installer Certification Requirements

4.1 Eligibility Requirements

To becom e certified and m aintain certification, the Ap p licant m u st m inim ally:  Be at least 18 years of age

 Meet p rerequ isites of related exp erience and / or ed u cation as ou tlined below  Com p lete an ap p lication form d ocu m enting requ irem ents

 Sign an d agree to u p hold a cod e of ethics  Pay ap p lication an d exam fee

 Pass a w ritten exam

 Com p lete continu ing ed u cation and in stallation requ irem ents w ithin the recertification tim efram e

4.2 Qualifying for the Examination

There are several w ays that an ind ivid u al m ay qu alify to sit for the Solar H eating Installer Certification Exam ination. N ABCEP recognizes th at p rofessionals in the field of renew able an d su stainabl e energy and energy efficient technologies receive their training and w ork exp eriences in a variety of w ays. Therefore each requ irem ent to qu alify for the exam stip u lates sp ecific training and / or exp erience. N ABCEP Staff w ill review each ap p lication to d eterm in e com p liance w ith eligibility criteria. Com p liance w ith th e requ irem ents of one of the Qu alifying Categories below m u st be d ocu m ented .

Qualifying Categories for the Solar Heating Installer Certification Examination

To qu alify to sit for the N ABCEP Solar H eating Installer Certification exam ination, the cand id ate m u st d em onstrate that he/ she m eets at least ON E of the follow ing m inim u m entry requ irem ent Categories:

CATEGORY A

A1) Fou r (4) years of exp erience installing Solar H ot Water System s (see Section 4.3 for d efinition of years of exp erience); OR

A2) Tw o (2) years of exp erience installing Solar Pool H eating System s in ad d ition to com p letion of 16 hou rs cu m u lative of training (see Sections 4.3 and 4.5 for d efinitions of years of exp erience and training)

Not e: If a candidat e chooses Cat egory A t hey must choose O NE of t he t w o opt ions list ed abov e.

CATEGORY B

Tw o (2) years of exp erience installing Solar H eating Installer System s in ad d ition to com p letion of 40 hou rs cu m u lative of training (see Sections 4.3 and 4.5 for d efinitions of years of exp erience and training)

CATEGORY C

Be an existing licensed contractor in good stand ing in solar or constru ction -related areas w ith one (1) year of exp erience installing Solar H eating Installer System s (see Section 4.3 for d efinition of years of exp erience)

CATEGORY D

Fou r (4) years of H VAC, m ech anical, p ip e-fitting or p lu m bing-related exp erience w orking for a licensed contractor, inclu d ing one (1) year of exp erience installing Solar H eating system s (see Sections 4.3 and 4.5 for d efinition of years of exp erience and training)

CATEGORY E

Three (3) years of exp erience in a Dep artm ent of Labor Registered constru ction trad e Ap p renticeship Program , inclu d ing one (1) year of exp erience installing Solar H eating System s (see Sections 4.3 and 4.5 for d efinition of years of exp erience and training)

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CATEGORY F

Tw o (2) year constru ction related , or engineering tech nology, or renew able energy tech nology or technician d egree from an accred ited ed u cational institu tion p lu s one (1) year of exp erience installin g Solar H eating System s (see Sections 4.3 and 4.5 for d efinition of years of exp erience and training)

CATEGORY G

Fou r (4) year engineering d egree from an accred ited ed u cational institu tion, inclu d ing (1) year exp erience installing Solar H eating System s (see Sections 4.3 and 4.5 for d efinition of years of exp erience and training)

CATEGORY H

N ABCEP PV Installation Professional Certification (see Section 3) AN D 16 hou rs cu m u lative of training (see Section 4.5), AN D installation of at least tw o solar hot w ater system s (see Sections 4.3 and 4.5 for d efinition of years of exp erience and training). These tw o system s requ ire p erm itting and insp ection p rocess by a p erm itting au thority – OR – in the absence of su ch, an ap p rop riate u nd erw riter au thorized to p rovid e an insp ection certificate. In regions w here n either of these insp ection op tions exists, the Execu tive Director or the Ap p lication Review Com m ittee w ill ju d ge exp erience based on su p p lied d ocu m entation.

4.3 Experience Requirements

One (1) year of exp erience m u st inclu d e service, r ep air an d / or installation of 2 solar h eating system s. This year of service MUST inclu d e a responsible role on the job in stalling tw o (2) solar hot w ater system s, in the role of forem an, su p ervisor, site m anager, or exp erienced w orker p erform ing solar h ot w ater in stallation of w or k w ithou t d irect su p ervision.

4.4 D ocumenting Experience

4.4.1 Documenting Employment

For the Ap p licant to d em onstrate th at they have been w orking in the Solar H eating Installer field for the nu m ber of years requ ired by the Qu alifying Category chosen , Ap p licants are asked on the Ap p lication Form to list Solar H eating-related em p loym ent in chronological ord er, starting w ith m ost cu rrent em p loym ent. The Ap p licant w ill need to w rite a job d escrip tion, su m m arize the nu m ber an d typ e of system s in stalled , an d p rovid e contact inform ation for a su p ervisor.

4.4.2 Documenting Installations

In ord er to d ocu m ent the m inim u m 2-system s requ ired p er year of exp erience, Ap p licants are asked in the Ap p lication Form to list qu alifying inst alled system s and p rovid e a concise d escrip tion of w ork p erform ed at the job site, inclu d in g the system size, a list of com p onents, the level of their resp onsibility on the jobsite, nu m ber of fu ll-tim e equ ivalent w orkers su p ervised , and any other p ertinent inform ation.

These tw o (2) system s p er year of exp erience requ ire p erm itting and in sp ection by a Au thority H aving Ju risd iction – OR – in the absence of su ch, an ap p rop riate u nd erw riter au thorized to p rovid e an in sp ection certificate. In regions w here neither of these insp ection op tions exists, the Ap p licant m ay su bm it the follow ing for con sid eration:

- A line-d raw ing of the system show ing all com p onents - A bill of sale or signed contract for services

- Warranty inform ation sp ecific to the cu stom er as available - N otification of ap p roval of rebate or other incentive

- A signed letter from the Ap p licant’s su p ervisor or em p loyer stating that they w ere th e lead installer of that system .

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N ABCEP reserves the righ t to contact system ow n ers/ op erators, p erm itting au th orities, an d resp on sible contractors to verify w ork listed in this Section.

4.5 Training Requirements

Althou gh training is stron gly encou raged , it is not a requ irem ent for achievin g this certification w hen Ap p licants m eet other entry requ irem ents. H ow ever, the exam is su ch that som e level of training w ill likely be necessary for m ost Ap p lican ts to achieve a p assing score. It is recom m end ed that Ap p licants look for training cou rses that are accred ited and / or instru ctors th at are certified by the Interstate Renew able Energy Cou ncil (IREC). Fu ll list of accred ited training p rogram s and certified instru ctors can be fou nd at w w w .IRECu sa.org u nd er “Cred entialing”.

Types of training programs may include but are not limited to:

1. Offered by an in stitu tion accred ited by an agen cy recognized by the fed eral Dep artm ent of Ed u cation (Universities, Com m u nity Colleges, etc.)

2. Ded icated in d ep en d ent train ing p rogram s su ch as those accred ited by IREC 3. Dep artm ent of Labor Registered Ap p renticeship training p rogram s

4. State or Provincial Contractor Licensing Board ap p roved training p rogram s 5. Vocation al/ Technical trainin g p rogram s

6. N ABCEP Registered Contin u ing Ed u cation Cou rses Training and Education Requirements for Categories A2, B and H

N ABCEP w ill accep t trainin g to m eet eligibility requ irem ents for Category A 2, Category B, and Category H w hen the training m eets the follow ing ou tcom es:

a) H ave a form al training form at, w ith a teacher -learner stru ctu re. This im p lies a con nection betw een a learner an d a learning sou rce. It can inclu d e classroom tim e led by an instru ctor and / or d iscu ssion lead er. It can also inclu d e activities in w hich a learner is engaged in a p lanned learning event in w hich he/ she is sep arated from facu lty and other stu d ents bu t w here the learner receives som e sort of feed back and the learner’s progress is monitored. Exam ples include computer -assisted instruction, interactive vid eo/ CD/ DVD and / or w eb site learning.

c) Covers core com p eten cies from the Solar H eating Installer Task An alysis, inclu d in g d em onstration of m otor skills; the ap p licable p lu m bing, roofing, electrical and other Cod es; safety w ork p ractices and cod es.

4.6 D ocumenting Training

Form al ed u cation and training are op tion al d ep end ing on the Qu alifying Category chosen, thou gh N ABCEP believes that Ap p licants w ill benefit from qu ality trainin g w hen p rep aring to take the certification exam . If the Qu alifying Category requ ires ed u cation, the Ap p licant m u st p rovid e d ocu m entation rela ted to the ed u cation or training. To d ocu m ent training, the Ap p licant m u st su bm it a certificate of com p letion or a transcrip t for each com p leted trainin g p rogram or cou rse u sed to m eet the m inim u m training requ irem ents. All certificates of com p letion and tran scrip ts m u st clearly state th at the cou rse covered su bject m atter d irectly related to Solar H eating Installation . If the su bject m atter of the cou rse is not clearly stated in the title, then the Ap p licant m u st p rovid e a cou rse ou tline an d a signed letter from the training p rovid er or in stru ctor that d etails h ow m any hou rs w ere sp ent covering the N ABCEP Solar H eating In staller Job Task Analysis or relevant cod es.

4.7 D ocumenting Licensure

If a license for solar heating installer is requ ired in the ju risd iction in w hich the w ork is p erform ed , cand id ates m u st su bm it their license nu m ber -- or the license nu m ber u nd er w hich the w ork w as p erform ed .

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5 PV Technical Sales Professional Certification Requirements

5.1 Eligibility Requirements

In ord er to be eligible for N ABCEP PV Technical Sales Professional Certification, ap p licants m u st satisfy the follow ing requ irem ents:

 Be at least 18 years of age;

 Com p lete the OSH A 10 H ou r Constru ction Training Cou rse Class (a Certificate of cou rse com p letion m u st be su bm itted w ith A p p lication);

 Satisfy at least one (1) of the qu alifying certification eligibility categories (Qu alifying Categories) id entified below ;

 Com p lete the N ABCEP PV Technical Sales Professional Certification Exam ination Ap p lication (p rinted or online ap p lication);

 Accep t the N ABCEP Cod e of Ethics & Stand ard s of Cond u ct;  Pay ap p licable Ap p lication fees; and ,

 Achieve a p assing score on the N ABCEP PV Tech nical Sales Professional Certification Exam ination.

5.2 Qualifying for the Examination

The N ABCEP Board of Directors and PV Technical Sales Professional Technical Com m ittee have established the follow ing seven (7) Qu alifying Categories for N ABCEP PV Tech nical Sales Professional Certification. Ap p licants m u st satisfy at least one (1) of the follow ing categories in ord er to qu alify for certification.

A. Qu alifying Category A

 At least sixty (60) cu m u lative hou rs of training d irectly related to the N ABCEP PV Technical Sales Professional Job Task Analysis;

 Verifiable sales exp erience, inclu d ing the com p letion of at lea st fou r (4) PV Installation system sales p rop osals w ithin the tw elve (12) m onth p eriod p rior to ap p lying for the N ABCEP PV Tech nical Sales Professional Certification; and ,

 Achieve a p assing score on the N ABCEP PV Entry Level Exam ination.

B. Qu alifying Category B

 At least thirty-tw o (32) cu m u lative hou rs of training d irectly related to the N ABCEP PV Technical Sales Professional Job Task Analysis;

 Verifiable sales exp erience, inclu d ing the com p le tion of at least eight (8) PV Installation system sales p rop osals w ithin the tw enty-fou r (24) m onth p eriod p rior to ap p lying for the N ABCEP PV Tech nical Sales Professional Certification; and ,

C. Qu alifying Category C

 Associates Degree from an accred ited ed u cational institu tion in renew able energy technology or related field of stu d y;

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 Verifiable sales exp erience, inclu d ing the com p le tion of at least fou r (4) PV Installation system sales p rop osals w ithin the tw elve (12) m onth p eriod p rior to ap p lying fo r the N ABCEP PV Tech nical Sales Professional Certification; and ,

D. Qu alifying Category D

 Bachelor’s Degree from an accred ited ed ucational institution; and ,

 Verifiable sales exp erience, inclu d ing the com p letion of at least fou r (4) PV Installation system sales p rop osals w ithin the tw elve (12) m onth p eriod p rior to ap p lying for the N ABCEP PV Tech nical Sales Professional Certification.

E. Qu alifying Category E

 Cu rrently cred entialed as a N ABCEP PV Installation Professional in good stand ing; or,  Cu rrently recognized by N ABCEP as a N ABCEP Certified PV Installation Professional

Em eritu s.

N OTE: A minimum of thirty (30) hours of additional training in non -installation aspects of the PV Technical Sales Job Task A nalysis is strongly recommended.

F. Qu alifying Category F

 Cu rrently licensed as an electrician in the State in w hich the ap p licant p erform s his/ her occu p ational activities; and ,

N OTE: A minimum of thirty (30) hours of additional training in all aspects of the PV Technical Sales Job Task A nalysis is strongly recommended.

G. Qu alifying Category G

 Verifiable sales exp erience, inclu d ing the com p letio n of at least tw enty (20) PV Installation system sales p rop osals w ithin the sixty (60) m onth p eriod p rior to ap p lying for the N ABCEP PV Technical Sales Certification; and ,

 At least five (5) years of cu m u lative, d ocu m ented PV Installation system s sales-related exp erience.

N OTE: A minimum of thirty (30) hours of additional training in all aspects of the PV Technical Sales Job Task A nalysis is strongly recommended.

5.3 Experience Requirements

A. Definitions

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Verifiable sales exp erien ce = actively engaged in PV Installation system s sales-related activities, inclu d ing the com p letion of the nu m ber of PV Installation system p rop osals required by the app licant’s Qualifying Category. See Section II. Sales related activities includ e engaging in the sale and / or d esign of PV Installation system s, su ch as, ind ivid u als em p loyed as sales m anagers, site analysts, system d esigners, technical su p p ort p ersonnel, and p roject finance analysts.

For each of the fou r (4) PV Installation system p rop osals to be com p leted in each tw elve (12) m onth p eriod p rior to ap p lying for N ABCEP PV Technical Sales Professional Certification, the follow ing requ irem ents ap p ly:

 At least tw o (2) m u st have resu lted in com p leted sales and installation;  At least tw o (2) m u st r elate to system s 2kW DC (p eak) or larger;

 At least one (1) of the installations m u st be a system that is grid connected ; and ,

 N o m ore than one (1) p rop osal m ay be su bm itted to a relative or som eone resid ing at the app licant’s ad d ress. This proposal mu st have resulted in a com pleted sales and installation.

Exam p les of Ap p rop riate Verifiable Sales Exp erience :  Qualifying Category A

Ap p licant m u st su bm it d ocu m entation show ing at least 4 p rop osals com p leted in the 12-m onth p eriod p rior to ap p lying for cer tification, inclu d ing at least: 2 resu lting in com p leted sales and installation; 2 that relate to system s larger than 2kW (p eak); and , 1 that is grid connected .

 Qualifying Category F

Ap p licant m u st su bm it d ocu m entation show ing at least 20 p rop osals com p leted in a 60-m onth p eriod p rior to ap p lying for certification, inclu d ing at least: 10 resu lting in com p leted sales and installation; 10 that relate to system s larger than 2kW (p eak); and , 5 that are grid connected .

5.4 Documenting Experience

1. Prop osal Docu m entation.

All p rop osals and related p rop rietary inform ation w ill be treated as confid ential.

For each of the Qu alifying Categories requ iring verifiable sales exp erience, an ap p licant m u st su bm it the id entified nu m b er of sales p rop osals for PV Installation system s, consistent w ith the requ irem ents of Section III.A. All PV Installation system s claim ed m u st be accom p anied by a com p lete and accu rate cop y of the original p rop osal. See, d efinition of “p rop osal” in Section III.A.3.

If the app licant’s name is not id entified on a proposal, then that prop osal must be accomp anied by a letter from the app licant’s emp loyer or supervisor stating that the applicant was the p erson w ho p erform ed a lead role in the d evelop m ent of the p rop osal, or held a p osition of resp onsibility in review ing and ap p roving the p rop osal d evelop ed by others. Please note: only one p erson can claim any p rop osal su bm itted on a N ABCEP PV Tech nical Sales Professional

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ap p lication. N o d u p licate p rop osals w ill be accep ted .

Sales p rop osals m u st inclu d e the follow ing inform ation : p rop osed PV system size in kW; evid ence of a shad e analysis; the am ou nt of kWh the PV Installation system is exp ected to p rod u ce annu ally; the revenu e that the electricity generated w ill p rod u ce; the total cost of the system ; any incentive or tax benefits that m ay be ap p lied to the total cost. Ad d itional inform ation m ay inclu d e the internal rate of retu rn (IRR), p ayback p eriod , cash flow over the life of the system , non -financial benefits, and any incom e that w ill be gained from renew able energy cred its.

2. Perm its and Insp ection Record s. If the PV Installation system id entified in a p rop osal has been installed , the ap p licant m u st su bm it electrical p erm its and insp ection record s.

3. Cu stom er Letters. If the system h as been sold bu t not installed , the ap p licant m u st su bm it a signed letter (em ails w ill not be accep ted ) from the cu stom er stating that he/ she is satisfied w ith the sales p rocess and the p u rchased PV Installation system . If the system w as p rop osed and N OT sold , the ap p licant m u st su bm it a signed letter (em ails w ill not be accep ted ) from the cu stom er stating that he/ she is satisfied w ith the sales p rop osal and the reason w hy they d id not p u rchase the system .

4. Ad d itional Inform ation and Docu m entation .

When com p leting the ap p lication, ap p licants w ill be asked to d escribe the scop e of w ork he/ she w as resp onsible for on each installation. N ABCEP reserves the right to contact system ow ners/ op erators, p erm itting au thorities, and resp onsible contractors to v erify w ork listed in the Ap p lication. The N ABCEP Ap p lication Review Com m ittee w ill m ake d ecisions regard ing ap p licant eligibility based on the Ap p lication inform ation and d ocu m entation su bm itted in su p p ort of the Ap p lication.

5.5 Training Requirements

Ap p licants ap p lying throu gh Qu alifying Categories A and B m u st su bm it d ocu m entation su p p orting the requ ired cu m u lative hou rs of training d irectly related to the su bjects id entified in the N ABCEP Certified PV Technical Sales Professional Job Task Analysis.

A. Accep table Training. N ABCEP w ill accep t training that m eets the follow ing requ irem ents:

1. Form al Training Form at. The training p rogram m u st have a form al training form at, w hich inclu d es a teacher -stu d ent stru ctu re, i.e., a stu d ent and an instru cting sou rce. Accep table training form ats m ay inclu d e:

a. In-p erson/ classroom training cou rses led by an instru ctor and / or d iscu ssion lead er; or,

b. Activities in w hich a stu d ent is engaged in a p lanned learning event, receives feed back concerning his/ her p rogress, and t he stu d ent’s p rogress is m onitored . In som e cases, su ch activities m ay be d istance learning, i.e., the stu d ent is sep arated from facu lty and other stu d ents. Exam p les inclu d e com p u ter -assisted instru ction, interactive vid eo/ CD/ DVD, and / or w ebsite learning .

2. Training Covers PV Technical Sales Job Task Analysis Su bjects . The training m u st d irectly relate to the su bjects id entified in the N ABCEP PV Technical Sales Professional Job Task Analysis.

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B. Accep table Training Provid ers. Accep table training p rovid ers inclu d e, bu t are not lim ited to: 1. An ed u cational institu tion accred ited by an accred itation organization recognized by the

U.S. Dep artm ent of Ed u cation (e.g., u niversities and com m u nity colleges) or a sim ilar Canad ian governm ent agency;

2. Ind ep end en t renew able energy training p rogram s. N OTE: N ABCEP recom m end s that ap p licants consid er training cou rses accred ited by IREC, or tau ght by instru ctors certified by IREC. Please visit w w w .IRECu sa.org for fu ll cou rse listings;

3. Ap p renticeship training p rogram s recognized by the U.S. Dep artm ent of Labor or equ ivalent p rogram s, or those recognized by a Canad ian governm ent agency;

4. Training p rogram s ap p roved by State or Provincial Contractor Licensing Board s; and , 5. Vocational tech nical training p rogram s.

Althou gh ad d itional training is not requ ired for Qu alifying Categories C throu gh G, N ABCEP strongly encou rages training in all asp ects of the PV Technical Sales Professional Job Task Analysis. Su ch training m ay assist ap p licants in achieving a p assing score on the PV Technical Sales Professional Certification Exam ination.

5.6 Documenting Training

Follow ing is a list of d ocu m ents and m aterials that an ap p licant m u st su bm it w ith his/ her PV Technical Sales Professional Certification Ap p lication:

A. Ap p licants ap p lying u nd er Qu alifying Categories A and B

 Copies of certificates of completion for each training program AND,

 If the title of the course d oes not specify a subject m atter specifically related to the PV Technical Sales Professional Job Task Analysis, N ABCEP requ ires a signed letter from the training p rogram instru ctor(s) or ed u cational p rogram ad m inistrator(s) id entifying the sp ecific asp ects of the PV Technical Sales Professional Job Task Analysis covered by the training and nu m ber of contacts hou rs sp ent covering those su bjects.

B. Ap p licants ap p lying u nd er Qu alifying Categories C and D

 A copy of the official d ip loma and acad emic transcript from an accred ited ed ucational institution. C. Ap p licants ap p lying u nd er Qu alifying Categories A, B, C, E, or F

 Applicants mu st id entify the professional cred ential, certificate, and / or occup ational license held as satisfying the ap p licable certification eligibility Qu alifying Category AN D,

 Copies of the cred ential certificate or license ind icating current, active stat us as a cred ential hold er or licensee in good stand ing.

5.7 NABCEP PV Entry Level Examination Requirement

Qu alifying Categories A, B, C, and F requ ire an ap p licant to su ccessfu lly p ass the N ABCEP PV Entry Level Exam ination, w hich d em onstrates a basic u nd ersta nd ing of PV system d esign and installation. The N ABCEP PV Entry Level Exam ination is not a certification exam .

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Training cou rses d irectly related to p rep aration for the N ABCEP PV Entry Level Exam ination w ill not cou nt tow ard s the requ isite cu m u lative training hou rs for Qu alifying Categories A and B u nless su bjects id entified in the PV Tech nical Sales Professional Job Task Analysis (JTA) are covered by su ch cou rses. In ord er for su ch training cou rsew ork to be accep ted by N ABCEP, the ap p licant m u st su bm it d ocu m entation signed by the cou rse instru ctor or p rogram ad m inistrator d etailing the m aterial covered and tim e sp ent covering PV Technical Sales JTA su bjects.

For inform ation concerning the N ABCEP PV Entry Level Exam ination and for the com p lete list of a ll cu rrent, registered PV Entry Level Provid ers, p lease visit the N ABCEP w ebsite, located at: w w w .nabcep .org/ entry-level-p rogram -2/ for-stu d ents.

5.8 Documenting Licensure

If a license is requ ired in the ju risd iction in w hich the w ork is p erform ed , cand id ates m u st su bm it their license nu m ber -- or the license nu m ber u nd er w hich the w ork w as p erform ed .

6 Small Wind Installer Certification Requirements

6.1 The Small Wind Certified Installer

The N ABCEP Board of Directors in d efinitely su sp en d ed the ad m inistration of the N ABCEP Sm all Wind Installer Certification Exam ination as of Sep tem ber 2012. As su ch, N ABCEP is n o longer accep ting new ap p lications for the Sm all Wind Installer Certification.

Existing Sm all Wind Installers Certificants w ill h ave their Certification rem ain active. Sm all Wind Installer Certification s w ill be valid and recognized as long as each Certificant continu es to m eet the term s of certification and recertification. These term s inclu d e: continu ing p ractice in the field ; attain ing a m inim u m nu m ber of continu ing ed u cation hou rs; and , su bm itting recertification ap p li cations on a three year cycle. Sm all Wind Installer Certificants w ill continu e to be listed on the N ABCEP Certificant Registry .

7 Application for Certification

7.1 Application Process

To apply for any of N ABCEP’s certifications, and qualify to take each certification examination, an Applicant m u st com p lete an ap p lication and su bm it su p p orting d ocu m entation that verifies th at they m eet the m inim u m ed u cation an d exp erience eligibility requ irem ents for that certification . The ap p lication m u st be su bm itted electronically or p ostm arked at least ten w eeks and one day (71 days) prior to the exam d ate. The Ap p licant shou ld keep a d u p licate cop y of all d ocu m ents for their record s. All inform ation and d ocu m ents su bm itted to N ABCEP w ill not be retu rned .

▪ The Applicant should review the Qualification Categories for eligibility and select the category that best d escribes their exp erien ces.

▪ The Applicant must complete and sign the application for the given Certification. Applications may be fou nd on the w ebsite: http :/ / w w w .nabcep .org. N ABCEP strongly encou rages Ap p licants to electronically com p lete and su bm it the ap p lication onlin e. An ad d ition al fee of $50 w ill be charged for all ap p lications su bm itted in hard cop y, p ap er form . This fee is to cover the staff tim e for com p leting the online ap p lication for Ap p licant u tilizing the inform ation p rovid ed in the p ap er ap p lication. All ap p lications are m aintained in the online system , w hether origin ally su bm itted electronically or in hard cop y.

▪ The Applicant must submit the application with the appropriate application fee. The Applicant may p ay by cred it card throu gh a secu re w ebsite w hen p aying for an electronically su bm itted ap p lication. If

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Ap p lications for all N ABCEP Certifications are available at:

WWW.N ABCEP.ORG

Disclaimer St at ement :



NABCEP is a non-profit cert ificat ion organiz at ion for professionals in t he field of

renew able energy .



NABCEP issues v olunt ary cert ificat ion credent ials t o t hose qualified professionals w ho

sat isfy eligibilit y requirement s est ablished by t he Board of Direct ors.



NABCEP cert ificat ion is not a professional license issued by a gov ernment agency , and

does not aut horiz e a cert ificant t o pract ice.



NABCEP cert ificant s must comply w it h all legal requirement s relat ed t o pract ice,

including licensing law s

TABLE OF CONTENTS

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1 Introduction

Each individual Applicant should read this Handbook thoroughly in preparation for

applying for certification. This Handbook covers the entire application, examination,

certification, and recertification process.

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2 Overview

2.1

Purpose

2.2

Certification Timeline

2.3

Certification Period

2.4

Fees

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3 PV Installation Professional Certification Requirements

3.1

Eligibility Requirements

3.2

Qualifying for the Examination

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3.3

Experience Requirements

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3.4

Documenting Experience

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3.5

Training Requirements

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3.6

Documenting Training

3.7

Documenting Licensure

3.8

Documenting Employment or Apprenticeship

3.9

Documenting Education

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4 Solar Heating Installer Certification Requirements

4.1

Eligibility Requirements

4.2

Qualifying for the Examination

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4.3

Experience Requirements

4.4

D ocumenting Experience

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4.5