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Rating company portal

The rating company portal is the secure website where your company manages the records EEHM keeps on its behalf. It replaces emailing spreadsheets back and forth: you review your own data, and you propose changes for EEHM staff to approve.

What you can do in the portal

  • See your company's records — builders, staff and their roles, compliance history, and equipment calibration — always up to date.
  • Propose changes — add a builder, add a staff member, add a new role to someone already on your staff, record a certification or course, or add a piece of equipment. EEHM staff review each proposal before it becomes official.
  • Export your builder list to a spreadsheet.
  • Send feedback to EEHM staff from any page.

Company administrators can also do a few things directly, without a proposal — see Company administrators below.

How changes get approved

Most edits in the portal are proposals, not direct changes. You fill in a short form, submit it, and it goes to EEHM staff. They approve it, reject it, or ask for more information. Only after approval does the record appear in your live data.

This keeps EEHM as the single system of record while letting your company keep its information current. See Submit and track proposals for the full workflow.

The sections at a glance

The left sidebar lists every section:

  • Dashboard — company information and a count of anything waiting on you.
  • Directory — the public rater directory.
  • Builders — the builders associated with your company. See Manage builders.
  • Staff — your active raters, QA designees, field inspectors, modelers, and admins, with their role-specific IDs. See Manage staff and roles.
  • Certifications — a program-by-person matrix and attention cards for expiring, expired, prerequisite, and missing-record gaps. See Track compliance and equipment.
  • Compliance — certifications, professional development, exams, and field evaluations for your staff. See Track compliance and equipment.
  • Multi-Family — your multi-family projects and the units EEHM tests in them, with each unit's final ratings. The pages call a tested unit a unit under test, shortened to UUT. Each project also shows how far it has progressed — Active, All UUTs Added, All Worst-Case UUTs Reviewed, or Done — and a count of how many of the File QAs selected for the project have been submitted to the RESNET registry. A project shows as Done once every unit has been added and every File QA selected for it has been submitted. A project with no File QA selected yet never shows as Done. Each unit row also carries a Worst case value — Yes, No, or Unknown while EEHM has not decided yet. Only worst-case units get a QA review; a unit marked No stays in the project and keeps its final ratings, but no review is expected of it. A project page also carries Project files and Project discussions, described below.
  • Reports — the completed rating PDFs for your company, newest first. Filter by Builder or by the Completed from and Completed through dates, then Download PDF. To download several exact report versions together, select up to 50 available PDFs on the current page and choose Download selected PDFs (.zip). Selection never carries to another page or a changed filter. The selected source PDFs may total at most 100 MiB and the finished ZIP may be at most 110 MiB. If a PDF becomes unavailable, reload the page, select the still-available reports, and retry; this download never regenerates a report or changes its notification status. ZIP selection is unavailable while EEHM staff use read-only observer mode. When a replacement report is requested, the earlier one stays on the list marked Earlier report, so a report you downloaded before never disappears. That marker only means a replacement was requested — if the replacement is still being generated or failed, the marked report may still be the newest one you can download. Reports for a rescinded rating stay listed and are marked Rating rescinded. A report not yet included in a report-ready email shows as New since last notification; otherwise the row gives the date that email went out. That date is per company, not per person: the emails go to the recipients set under Notifications, so you may not have had one yourself. Every portal user sees Reports — it isn't limited to administrators, and EEHM doesn't switch it on company by company.
  • Ratings — your company's ratings, with the ones that need something from you listed first. Search by address or project ID to check where a rating stands instead of emailing EEHM. Opening a rating shows its open errors, a reply box for each open warning, and a re-check button; once a rating is registered, the page becomes a read-only record. See Fix rating issues.
  • Travel Quotes — trip estimates for in-person field QA. Listed only for company administrators. Anyone else at an enabled company who opens the URL directly gets a permission error.
  • Report Billing Events — premium energy reports EEHM may invoice your company for, and where you confirm the ones still headed to RESNET (company administrators only).
  • QA Reviews — every active QA case for your company, each row leading with its status and the one action it needs. From a case you upload the requested evidence, respond to a rework round, and read the results EEHM shares with you. See Work through a QA review.
  • Field QA Counts — how many field QA inspections your company's raters have had in a given year. This page is read-only; EEHM rebuilds the counts.
  • Request In-Person QA — a form that asks the EEHM QA team to schedule an in-person visit. It sends a request; it doesn't book anything by itself.
  • Equipment — your equipment and its calibration status.
  • Invoices — your company's invoices (company administrators only).
  • Notifications — who is emailed, and how often, for each kind of message: Error notices, Warning notices, the Company digest, Rating reports ready, and Registration confirmations (company administrators only).
  • Proposals (Builder, Compliance, Staff, Profile, Equipment, Calibration) — everything you've submitted and where it stands in review.

Two things decide what you see. Multi-Family, Ratings, Travel Quotes, Report Billing Events, the three QA sections, and Notifications appear only after EEHM enables them for your company. On top of that, Report Billing Events, Notifications, Invoices, and Travel Quotes are only listed for company administrators. If you don't see a section and think you should, contact EEHM staff.

New to the portal? Start with Getting started.

Multi-family project files and discussions

Open a project under Multi-Family and you get two shared working areas underneath its units.

Project files is the project's document library. You can search it and filter it by Role, Category, or Applies to, then download any file EEHM shares with your company. Four roles reach the portal, and they are exactly the options in the Role filter: Client-supplied file, Status document, Client note, and QAD note. EEHM's own QA working papers stay internal and never appear here. The library keeps every revision of a file, so the version EEHM worked from stays on the record. Three things stop a download: a file EEHM has withdrawn; one still being checked, whose row reads Download available after verification until the check finishes; and one whose check failed, whose row reads Upload a replacement. Older files that still live in Google Drive are the exception — those open in Drive, and your Google access decides whether you can read them. Adding and replacing files is EEHM's side of this; send a new document the way you normally would and staff add it.

Project discussions is where EEHM shares review findings and you answer them. The project page shows how many findings are waiting on you and how many are ready for a QAD to look again. Open View findings and replies for the list, then open a finding to read it and use Post reply. If the finding is still open and you have dealt with it, Ready for QAD recheck tells the QAD to look again. Your replies are visible to EEHM and to everyone at your company who can see Multi-Family.

Discussions run alongside a QA review, not inside one. Replying to a finding or asking for a recheck does not complete a QA review or answer a rework round — those still happen on the QA case itself. See Work through a QA review.

Company administrators

A person who holds the Admin role at your company is a company administrator in the portal. Administrators see and do everything a regular user can, plus these things, which take effect immediately (no proposal needed):

  • View the company's Invoices.
  • Edit the start and end dates of a staff member's role from the staff detail page.
  • Work through Report Billing Events — confirm that a premium energy report is still headed to RESNET (deferring its invoice) or withdraw a confirmation. Rows can be confirmed one at a time, or several at once by ticking them and selecting Confirm selected. Download full list (CSV) saves the whole list to a spreadsheet — always every report, even when the page is filtered — with a Respond By date on each confirmed row.
  • View Travel Quotes — the trip estimates for in-person field QA.
  • Set the company's Notifications — the recipients and the frequency for each kind of email. Error notices and Warning notices can't be switched off entirely while items are open; the quietest setting for them is In company digest. The Company digest has its own schedule (Every 6 hours, Every 12 hours, Once a day, or Once a week on Wednesday), Rating reports ready has its own (Every 6 hours, Every 12 hours, Every 24 hours, or Weekly), and Registration confirmations go out either Immediately or In company digest. Rating reports ready and Registration confirmations can be set to Off. The Company digest can only be turned off, or left without a recipient, when nothing depends on it: if Error notices, Warning notices, or Registration confirmations are set to In company digest, the page refuses the change so those messages still reach someone. Setting Registration confirmations to Immediately likewise needs at least one recipient.

Report Billing Events, Travel Quotes, and Notifications appear only after EEHM enables the matching section for your company. If one is missing, contact EEHM staff before assuming your administrator role is incorrect.

Administrators can also propose a change to an existing piece of equipment (type, serial number, assignment, or retirement) from the Equipment page. The admin-only Inactive Equipment page preserves retirement details and calibration history, and provides the reviewed reactivation path. These changes still go through EEHM review like any other proposal.

If you need administrator access, contact EEHM staff.