BILL ANALYSIS                                                                                                                                                                                                    







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        |Hearing Date:June 28, 2010         |Bill No:AB                         |
        |                                   |1809                               |
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                      SENATE COMMITTEE ON BUSINESS, PROFESSIONS 
                               AND ECONOMIC DEVELOPMENT
                         Senator Gloria Negrete McLeod, Chair

                          Bill No:        AB 1809Author:Smyth
                         As Amended:June 23, 2010 Fiscal:   No

        
        SUBJECT:   Home inspections:  energy audits.
        
        SUMMARY:  Provides that a home inspector may perform a home inspection  
        that includes a Home Energy Rating System (HERS) "California home  
        energy audit," as defined in current regulations of the California  
        Energy Commission (CEC) which implement the California HERS Program.    
        Requires the HERS report which accompanies any home inspection report  
        to comply with the standards and requirements established by the CEC  
        pursuant to regulations adopted to implement the HERS Program.  

        Existing law, the Business and Professions Code:
        
   1)Defines a "home inspector" as any individual who performs a home  
          inspection.

   2)Defines a "home inspection" as a noninvasive, physical examination,  
          performed for a fee in connection with a transfer of real  
          property, of the mechanical, electrical, or plumbing systems or  
          the structural and essential components of a residential  
          dwelling designed to identify material defects in those systems,  
          structures and components. "Home inspection" includes any  
          consultation regarding the property that is represented to be a  
          home inspection or any confusingly similar term. 

   3)Defines a "home inspection report" as a written report prepared for a  
          fee and issued after a home inspection.  The report clearly  
          describes and identifies the inspected systems, structures, or  
          components of the dwelling, any material defects identified, and  
          any recommendations regarding the conditions observed or  
          recommendations for evaluation by appropriate persons.






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   4)Requires a home inspector who is not licensed as a general  
          contractor, structural pest control operator, or architect, or  
          registered as an engineer to conduct a home inspection with the  
          degree of care that a reasonably prudent home inspector would  
          exercise.

   5)Prohibits home inspectors who are not registered engineers from  
          performing any analysis of the systems, components, or  
          structural integrity of a dwelling that would constitute the  
          practice of civil, electrical, or mechanical engineering.

   6)Exempts registered engineers, licensed land surveyors, or licensed  
          architects acting pursuant to their professional registration or  
          license from the provisions governing home inspectors.
   7)Provides that it is an unfair business practice for a home inspector  
          or a company that employs the inspector to do any of the  
          following:

           a)   Perform or offer to perform, for an additional fee, any  
             repairs to a structure on which the inspector, or the  
             inspector's company, has prepared a home inspection report in  
             the past 12 months.

           b)   Inspect for a fee any property in which the inspector, or  
             the inspector's company, has any financial interest or any  
             interest in the transfer of the property.

           c)   Offer or deliver any compensation, inducement, or reward  
             to the owner of the inspected property, the broker, or agent,  
             for the referral of any business to the inspector or the  
             inspection company.

           d)   Accept an engagement to make an inspection or to prepare a  
             report in which the employment itself or the fee payable for  
             the inspection is contingent upon the conclusions in the  
             report, pre-established findings, or the close of escrow.

           e)   A home protection company that is affiliated with or that  
             retains the home inspector does not violate current law if it  
             performs repairs pursuant to claims made under the home  
             protection contract.

        8)Provides that contractual provisions that purport to waive the  
          home inspector's duty, or limit the liability of the home  
          inspector to the cost of the home inspection report, are  
          contrary to public policy and invalid.





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        Existing law, the Public Resources Code:

        1)Establishes the CEC under the Natural Resources Agency  
          consisting of five members appointed by the Governor which was  
          created in 1974 by the Warren-Alquist State Energy Resources  
          Conservation and Development Act.
        
        2)Provides that the CEC is the state's primary energy planning and  
          policy agency and has five original Legislative mandates:
        
           a)   Develop and implement California's energy policy.
           
           b)   Forecast future statewide energy needs and evaluate  
             electricity resource acquisition plans.
           
           c)   Site and license thermal power plants of 50 megawatts or  
             larger to meet statewide energy needs.
           
           d)   Promote energy efficiency and a wide range of energy  
             conservation programs and regulations; and develop renewable  
             energy resources and alternative energy technologies.
           
           e)   Plan for and direct state response to energy emergencies  
             under the auspices of the CEC.
           
        3)Additionally provides that the CEC is to direct energy research  
          programs on electricity, natural gas, and transportation, and to  
          support and fund renewable energy programs.
        
        4)Required the CEC by regulations to establish criteria for  
          adopting a statewide home energy rating program for residential  
          dwellings and specifies what the program criteria shall include.
        
        5)Specifies pursuant to regulations adopted by CEC on December 17,  
          2008, and published on August 3, 2009, the standards and  
          requirements of the HERS Program to provide energy efficiency  
          ratings for existing and newly constructed residential buildings  
          that include single family homes and multi-family building or  
          three stories or less.
        
        6)Provides that the CEC shall approve HERS Providers who shall  
          administer a home energy rating system in compliance with the  
          regulations.
        
        7)Provides that a "California Whole-House Home Energy Rater" is a  





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          person who has been trained, tested, and certified by a Provider  
          to properly gather information on the energy consuming features  
          of a home, perform diagnostic testing at the home, evaluate the  
          validity of that information, and perform other functions as  
          specified.
        
        8)Provides that a "California Home Energy Inspector" is a home  
          inspector who has been trained, tested, and certified by a  
          Provider, as specified, and who works under the direct  
          supervision of a California Whole-House Energy Rater, as  
          defined.
        
        9)Provides that a "California Home Energy Audit" means a process  
          to determine the energy savings and cost-effectiveness of  
          specific measures together with an evaluation of the energy uses  
          listed in regulations and  a   report  to present the information  
          used to evaluate the measures and make recommendations for the  
          inclusion of such measures into the home.
        
        This bill:

        1) Provides that all home inspections, as defined, may, if requested  
           by the client, to be accompanied by a HERS California home energy  
           audit pursuant to regulations adopted by the CEC in compliance with  
           current law.

        2) Specifies that if the client requests a HERS California home energy  
           audit, that the HERS California home inspection report accompanying  
           any home inspection report, as defined, shall comply with the  
           standards and requirements established by the CEC for HERS energy  
           audits as specified in regulations of the CEC.

        3) Provides that it is the intent of the Legislature that a HERS  
           California home energy audit may, at the request of the client, be  
           performed during escrow by a home inspector who meets the  
           requirements of the regulations of the CEC.
        
        FISCAL EFFECT:  This measure has been keyed "nonfiscal" by Legislative  
        Counsel. 

        COMMENTS:
        
        1. Purpose.  According to the Author, current law allows consumers to  
           request a generic energy efficiency inspection as part of their  
           home inspection.  The law does not explicitly state that consumers  
           can request a HERS inspection instead of the more generic energy  





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           efficiency inspection.  This measure simply seeks to clarify  
           existing law in order to give consumers the option to chose to have  
           a HERS inspection conducted by HERS certified inspectors.  

        The  American Home Inspection Association is the Sponsor of this  
           measure and indicates that study after study has demonstrated that  
           improvements in energy efficiency are among the most cost-effective  
           ways to not only reduce residential energy costs, but also reduce  
           greenhouse emissions.  "Indeed, many localities across the United  
           States have begun to explore the idea of requiring homes at the  
           time of sale to be inspected for energy efficiency.  Likewise,  
           legislation that would reward homeowners for improving the home's  
           energy efficiency, known as 'Home Star' or 'Cash for Caulkers,' is  
           currently wending its way through Congress."

        Taken together, as explained by the Sponsor, these initiatives are  
           expected to increase demand for qualified energy auditors, as well  
           as promote adoption of commonly agreed-upon set of  
           energy-efficiency standards.  The Sponsor further contends that the  
           aim of this bill is to address the challenges posed by these  
           developments by conferring on HERS-certified home inspectors the  
           authority to perform a HERS audit as part of a home inspection.   
           "This measure also provides that the HERS standard adopted pursuant  
           to the Warren-Alquist State Energy Resources Conservation and  
           Development Act shall be applied by HERS-certified home inspectors,  
           if a homebuyer requests a California home energy audit established  
           by Section 25942 of the Public Resources Code."

        The Sponsor believes that by facilitating the ease with which  
           homeowners can obtain a HERS audit, and designating a specified set  
           of standards, this bill removes many of the obstacles that have  
           until now limited the ability of homeowners to control their energy  
           costs - and government at all levels, to implement programs  
           encouraging them to do so.

        2. Background.  The CEC established regulations on December 17, 2008  
           to implement the HERS Program to certify home energy rating  
           services in California.  The program provides standards to measure  
           energy efficiency levels among California homes and to guide  
           investments in cost-effective home energy efficiency measures.  The  
           regulations also specify the requirements for Providers  
           (organizations) who shall administer a home energy rating system in  
           compliance with the regulations and provides that a "California  
           Whole-House Home Energy Rater" is a person who has been trained,  
           tested, and certified by a Provider to properly gather information  
           on the energy consuming features of a home, perform diagnostic  





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           testing at the home, evaluate the validity of that information, and  
           perform other functions as specified.  The regulations further  
           provide that a "California Home Energy Inspector" is a home  
           inspector who has been trained, tested, and certified by a  
           Provider, as specified, and who works under the direct supervision  
           of a "California Whole-House Energy Rater.


        The HERS rating system, known as the HERS Index, was established by  
           the Residential Energy Services Network (RESNET), a non-profit  
           membership organization.  The HERS Index scores a home out of 100  
           points; the lower the home's score, the more energy efficient it  
           is.

        Currently, there are 42 HERS certified inspectors and three  
           CEC-Approved HERS Provider organizations that certify HERS  
           inspectors in California.  To become a HERS-certified inspector an  
           individual must complete RESNET-accredited training, receive  
           certification from RESNET rating provider, and pass an examination.

        3. Prior Legislation Dealing with Home Inspectors and Home  
           Inspections.   AB 293  (Maze) of 2005, required home inspectors to  
           provide certain, specified disclosures prior to conducting a home  
           inspection and made it an unfair business practice if the specified  
           disclosures are not made.  This measure was amended to deal with a  
           different subject matter.

         AB 1976  (Maze) of 2004, to required the Contractors' State License  
           Board (CSLB) to develop a process for licensing home inspectors and  
           would have made it unlawful to perform a home inspection without a  
           license.  This bill failed passage in Assembly Business and  
           Professions Committee. 

         AB 2142  (Houston) of 2004, authorized home inspectors who are also  
           licensed contractors or licensed structural pest control operators  
           to make the repairs recommended by them in their own inspection  
           reports, as long as specific disclosures are made and consumers are  
           provided flexibility in choosing a contractor.  This bill failed  
           passage in Assembly Business and Professions Committee.

         SB 31  (Figueroa) of 2003, and was almost identical to SB 1332, below.   
           This bill was amended to remove the title act provision in January  
           2004, leaving only the requirement for specified disclosures and  
           additions to unfair business practices. This bill died on the  
           Assembly Floor.






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         SB 1332  (Figueroa) of 2002, would have provided title act protection  
           for home inspectors by making it an unfair business practice for an  
           individual to refer to himself or herself as a "certified home  
           inspector" unless he or she had met certain, specified  
           requirements.  The measure also required home inspectors to provide  
           certain, specified disclosures prior to conducting a home  
           inspection and made it an unfair business practice if the specified  
           disclosures were not made.  This bill was held in the Assembly  
           Business and Professions Committee by the Author. 

         SB 1216  (Hughes) of 1999, would have required a person seeking to  
           represent himself or herself as a "home inspector" to disclose in  
           writing to the person who ordered the home inspection whether he or  
           she has passed a home inspection specific examination or had  
           performed at least 250 home inspections for which home inspection  
           reports were issued.  This bill would have made it unlawful for a  
           person who failed to make that disclosure to represent himself or  
           herself as a "home inspector," or to use other similar terms.  A  
           home inspector would have been required to pass a home inspection  
           specific examination.  SB 1216 would have required a person who  
           unlawfully identifies himself or herself as a "home inspector," or  
           by a similar term, to pay a civil penalty to the party who paid for  
           the home inspection. Governor Davis vetoed this bill and indicated  
           that the bill could expose consumers to increased costs and would  
           require additional regulatory burden on licensed professionals. 

         SB 258  (O'Connell, Chapter 338, Statutes of 1996) was similar to AB  
           2780, below.  This bill was different from AB 2780 in a number of  
           ways.  However, primarily it lacked the formal state certification  
           process and requirements for certification.  It reflects the  
           current law regarding home inspectors and home inspections.

         AB 2780  (O'Connell) of 1994, would have set up a comprehensive  
           statutory scheme for certifying and regulating home inspectors.  It  
           would have provided for the creation of a new statewide, nonprofit  
           organization to exclusively certify home inspectors.  The  
           certification requirements included:  (1) received a minimum of 100  
           hours of comprehensive, in-class instruction on home inspection  
           covering specified items; (2) performed a minimum of 140 hours of  
           home inspection apprenticeships or have had at least five years  
           experience as a home inspector; (3) passed a home inspection  
           examination administered by a recognized industry association or  
           approved by the certifying organization.  It would also have  
           provided title protection for use of the term "certified home  
           inspector."  AB 2780 failed passage on the Senate Floor.






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        There were also several other attempts to regulate the home inspection  
           industry. In 1987, 
         SB 974  (Petris) was introduced as a result of a study completed by  
           California State University, Sacramento which recommended that home  
           inspectors meet certain qualifications and pass an examination.   
           Under SB 974, home inspectors would have been regulated and  
           licensed by the State Contractors Board.  SB 974 failed passage.   
           In 1986,  SB 2026  (Petris) would have established specific licensing  
           requirements for home inspectors.  However, this bill was amended  
           to only require a study by the Contractor's State License Board of  
           problems relating to home inspectors.

        4. Arguments in Support.  The  National Association of Home Inspectors,  
           Inc.  is in support of this measure and states that "as homeowners  
           attempt to get a handle on burgeoning utility costs, more are  
           turning to energy audits to help them identify ways to improve  
           their energy efficiency.  By making it easier for homeowners to  
           obtain a HERS audit, AB 1809 will not only help accelerate this  
           trend, but also increase demand for qualified energy audits.  In  
           short, it is a classic piece of 'win-win' legislation that helps  
           homeowners control their energy costs while creating new,  
           well-paying 'green' energy jobs."

        Several home inspection companies also are in support of this measure  
           and indicated that homeowners not only want their inspectors to  
           tell them about their defects they may uncover, but also test the  
           home's energy performance and help them develop a customized  
           retrofit plan to help them lower their energy costs.  This bill  
           will help home inspectors serve their clients better by smoothing  
           the way for inspectors to perform a home inspections and a HERS  
           energy audit simultaneously.  It will also provide better  
           information to homeowners on ways to save money given the costs of  
           energy today.





        
        SUPPORT AND OPPOSITION:
        
         Support:  

        American Home Inspection Association (Sponsor)
        California Building Industry
        California Business Properties





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        California State Pipe Trades Association
        California State Association of Electrical Workers
        National Association of Home Inspectors, Inc.
        Western States Council of Sheet Metal Workers
        4 Home Inspection Companies

         Opposition:  

        None on file as of June 21, 2010.



        Consultant:Bill Gage