Upcoming Sessions

Starts 15 November 2023

Tools for completing probationary files

clock Virtual Real-Time Classroom - CST Time -

Stephen Farrell,

Early bird fee
$890/ Before September 20, 2023

Register now

clock 2 days, 9:00 am - 4:30 pm CST

Program Overview

The Tools for Completing Probationary Files course builds on the knowledge that participants will have gained by completing the Energy Advisor Training. The focus of this training program will be the data entry and modelling involved in working through a case study project of a home, with specific emphasis on unique features. The case study goes beyond the filing of a probationary file to include a detailed and in-depth review of upgrade options for the building envelope, key benefits and considerations, and an analysis of financial and greenhouse gas emissions for available upgrade options.

The program will also focus on the mechanical perspective, and how different types of mechanical systems integrate into a home, how they can be integrated with renewable energy systems, and how these systems interact with each other.

The case study portion of the program will offer participants the opportunity to consider various geographical locations and utility structures that are at play across different regions in Canada. In Addition, we will complete a financial review of the case study, and empower participants to prepare a one-page proposal.

Note: If you are looking to get started on becoming a registered Energy Advisor, you may want to check out our Foundation Level and Energy Advisor prep courses for more details.


Key Learning Objectives

  • Expanding on the Energy Advisor’s knowledge to be able to complete more complex probationary files
  • A detailed and complete understanding of different building envelope considerations and options and how to model them
  • A review of mechanical considerations for various geographical regions, available fuel sources, and how these can be integrated into the existing systems and possibly combined with renewable technologies
  • A complete understanding and interpretation of the findings including the financial, greenhouse gas emissions, and other factors, but more specifically, being geographically specific and accounting for the different utility structures
  • Creating a one-page proposal with all factors considered


  • Existing Energy Advisors
  • Graduates of CIET’s Foundation level and EA prep courses
  • Students that are technically proficient at HOT2000 and want to complete a case study to expand their knowledge and experience.
  • Related Service Organisation employees and stakeholders

Newsletter subscription

Yes, I consent to receiving CIET communications. I understand that I may unsubscribe at any time.

Share your training needs with us!

Would you like to be trained on a specific topic? Just let us know!

Express my interest


  • Completing a virtual probationary file (complex house)
  • Modelling different building envelope options
  • Modelling different mechanical systems and options
  • Creating custom code libraries
  • Creating custom fuel cost libraries
  • Operating HOT2000 in general mode and in ERS mode
  • Simulating the various options
  • Creating and generating a one-page proposal


Stephen Farrell

Stephen Farrell, P.L. (Eng.) – Mechanical Engineering, CEM; with 25 years in residential and commercial energy management consulting and mechanical engineering design. He currently owns and operates two companies: Acacia Engineering Ltd. and VerdaTech Energy Management and Consulting Inc. Acacia Engineering is a mechanical engineering consulting firm specializing in HVAC and plumbing design, with a strong focus on energy efficiency where applicable.

Stephen has extensive experience in energy management and consulting and has been actively involved with Natural Resources Canada in consulting on and managing various energy efficiency programs. His company VerdaTech has completed over 45,000 residential energy assessments and is a licensed service organization for NRCan’s ERS version 15, and EnergyStar for New Homes.

He has actively trained EnerGuide advisors across Canada for multiple programs including, but not limited to, EnerGuide for houses 0-100 rating for both new and existing construction, EnerGuide for houses MURB (0-100 rating), EnergyStar and the most current EnerGuide version 15. Over the last 18 years, has trained in excess of 100 advisors. He also has presented various energy efficiency seminars for numerous organizations, including the City of Medicine Hat, the Town of Banff, and the City of Calgary. Stephen is also currently serving on the Metro Vancouver “Rate Our Home & Labelling” steering committee for energy labelling, labelling disclosure, and integration with the BC Energy Step Code.

This course includes...

Access to a private SharePoint website with additional training material, references, and links.



Policies and FAQ

Click here, to see our course postponement and cancellation policy.

Do you have questions? Consult our FAQ for answers. 

Send us your question

Send us an email and we will respond as soon as possible.