News and Updates

October 3 Program Update

Tuesday, October 3, 2017

October 3 Program Update

Greetings to all Participating Contractors in the Southern California Edison (SCE) and SoCalGas® Energy Upgrade California® Home Upgrade Program. Thank you for actively supporting the Program all year. Due to high participation, we are ramping down for 2017 and getting prepared for an amazing 2018! Below are some important tips on how to stay active for the remainder of the year and best prepare for the Program's continuation into next year. 

SCE/SoCalGas Program Updates

Program Participation
Throughout 2017, Participating Contractors have made the Program highly successful through strong participation, successful learning events such as our technical and home performance training courses, and strong engagement with Account Management teams. As the year is coming to an end, Participating Contractors should prepare for the continuation of the Program in 2018. Continue engaging with customers by staying aware of other incentive programs offered by SCE, SoCalGas and local municipalities. Don't forget to attend upcoming Program events. Below are a few key points that will help you stay active:

  • For 2018, incentive funds will resume on January 2. In order to qualify for incentives in 2018, energy efficiency measures must be purchased and completely installed by a Participating Contractor between January 1, 2018, and December 31, 2018. No exceptions.
  • Account Managers will reach out to all Participating Contractors in December to ensure that all necessary paperwork for 2018 is properly completed for the Program.
     
  • The Southern California Regional Energy Network (SoCalREN) Program, which covers the SCE/SoCalGas territory in Los Angeles County, will continue to offer incentives for Home Upgrade path projects until the end of the year. More information can be found at tenres.com.
     
  • SCE and SoCalGas offer standalone rebates for various measures. Check the  SCE website and the  SoCalGas website for more information.

Reminder: Important Post-Retrofit Submission Deadline
In order to receive an incentive in 2017, all projects reserved by September 30, 2017 must be post-retrofit submitted, with all required documentation, by November 15, 2017 6 p.m. PST. NO EXCEPTIONS.

Reminder: Home Performance Coalition (HPC) Conference & Trade Show Coming in November
The 2017 HPC Conference is coming in November to Long Beach at the Hilton! Click here to register and become a part of the home performance and weatherization conversation as we work together to strengthen the industry through education, networking and new ideas. Grow your business and enhance your career in California.

The Program is giving away one free ticket each to two lucky Participating Contractors! October 6 is the last day to enter for a chance to win a free ticket to the HPC Conference. Enter the drawing by taking the survey. Two winners will be announced on October 9!

Residential Energy Efficiency Loan (REEL) Program
If you have customers who are hesitant about moving forward with a project due to cost concerns, then energy efficiency financing may offer an ideal solution. The California Hub for Energy Efficiency Financing (CHEEF) offers the Residential Energy Efficiency Loan (REEL) Program. REEL aims to provide attractive financing options in order to help residential customers complete more energy efficiency home improvement projects.

You can help customers complete whole house retrofits even without rebate dollars. Use the REEL program to help your customer's secure affordable financing:

  • Up to $50,000 in unsecured financing - no liens.
  • Rates from 5.99% to 9.95% statewide. 
  • Customers can extend payments over 15 years. 
  • No origination or closing fees.  

Over $1MM of energy efficiency projects have already been completed through the REEL program.

For more information: 

  • Customers can view loan product options and apply here.
  • Contractors can find more information here

SoCalGas Program Updates

Please note that the updates listed for the SCE/SoCalGas Program above also apply to the SoCalGas-only Program. If you have any questions, please contact your account management team.

Processing Training Webinar

Tuesday, October 17
9:30 a.m.-11:30 a.m.

In preparation for the 2017 post-retrofit submission deadline of November 15, the Program will be focusing on processing activities related to post-retrofit submissions and solving project issues as they arise. The link to this webinar will be sent in a separate e-blast very soon!

New Courses in Home Upgrade Learning Center

As the Program is ramping down for 2017, Participating Contractors and their staff should take advantage of free courses offered by the Program which cover building science and home performance, as well as sales and marketing, to stay current on home performance skills and grow business. These free courses are available to all Participating Contractors and their staff in the online Home Upgrade Learning Center! More than a dozen new courses have been added to the Learning Center recently. These courses cover 14 new courses cover a range of topics such as difficult customers, sales skills, master marketing and more. Visit the Home Upgrade Learning Center today to view the hundreds of short, practical and engaging video lessons covering many aspects of customer service and home performance. Relevant videos are combined into easy-to-navigate courses!

For course recommendations, please feel free to contact your Account Manager.

September 1 Program Update

Friday, September 1, 2017

September 1 Program Update

Greetings to all Participating Contractors in the Southern California Edison (SCE) and SoCalGas® Energy Upgrade California® Home Upgrade Program. Below are important reminders and deadlines, so please read thoroughly and take note. Contact your Account Manager if you have questions about any of the topics. 

SCE/SoCalGas Program Updates

Important Reservation Deadlines to Save:
With the end of the year approaching, please carefully read the following deadlines to ensure your projects qualify for incentives:

  • All reservations must be submitted by September 30, 2017 6 p.m. PST. Any projects submitted after this time will not be eligible to participate in the Program for 2017. NO EXCEPTIONS.
     
  • In order to receive an incentive in 2017, all projects reserved by September 30, 2017 must be post-retrofit submitted, with all required documentation, by November 15, 2017 6 p.m. PST. NO EXCEPTIONS.
     
  • The Program will not accept any new reservations until January 2, 2018. For 2018 projects, the qualified energy efficiency measures must be purchased and completely installed between January 1, 2018, and December 31, 2018, by a Participating Contractor. NO EXCEPTIONS. 

If you have any questions or concerns, please contact your Account Manager.

Important Reminder: Reserve Projects Before Construction
Due to the overwhelming success of the Program and limited incentive funds, it is extremely important to reserve and receive confirmation for your projects before you begin construction. Not only does this help ensure that your customer's project qualifies for incentives, it also protects your company from liability and maintains your good reputation with your customers.

Please remember the last day to reserve projects for the 2017 Program is September 30, 2017 6 p.m. PST. The Program will resume with new funds in January 2018.

Reminder: Dual Submission Is No Longer Accepted  
Multiple project reservations for the same residence (i.e., dual submission) will not be allowed for projects in both the SCE/SoCalGas and SoCalGas Programs. This went into effect on August 15, 2017. For residences seeking credit for multiple HVAC system upgrades, Participating Contractors should submit a single Advanced Home Upgrade project.

Reminder: Home Performance Coalition Conference & Trade Show Coming in November
The 2017 HPC Conference is coming in November to Long Beach at the Hilton! Click here to register and become a part of the home performance and weatherization conversation as we work together to strengthen the industry through education, networking and new ideas. Grow your business and enhance your career in California!

Energy Efficiency Financing for California Homeowners
If you have customers who are hesitant about moving forward with a project due to cost concerns, energy efficiency financing may offer an ideal solution. The California Hub for Energy Efficiency Financing (CHEEF) offers the Residential Energy Efficiency Loan (REEL) Program. REEL aims at providing attractive financing options to help residential customers complete more energy efficiency home improvement projects. For more information about this Program, view details here!

SoCalGas Program Updates

Please note that the updates listed for the SCE/SoCalGas Program above also apply to the SoCalGas-only Program. If you have any questions, please contact your Account Management team.

Important Reminder: SoCalGas Program Has Aligned with Joint Program Incentives and Measures
The SoCalGas Program requirements and incentives have been revised to align with the Joint SCE/SoCalGas Program for all projects reserved on or after August 15, 2017 and/or all projects post-retrofit submitted on or after October 1, 2017. More information about the changes that went into effect are located below. Information on these changes is also available under the SoCalGas Program Resources page on the Contractor Website.

Home Upgrade projects:

  • Incentive amounts per measure will match the Joint Home Upgrade Program (non-LADWP and non-Historic Building Energy Efficiency Program (HBEEP) municipal projects will be eligible for 30% of this)
     
  • Projects with less than 10% energy savings in the Home Upgrade Calculator must reach a minimum incentive amount of $1,200 for LADWP and HBEEP-eligible municipal projects or $360 for municipal projects without HBEEP
     
  • The Whole Building Air Sealing Leakage Reduction measure minimum in Home Upgrade will increase to 30% (it will remain at 15% in Advanced Home Upgrade)
     
  • Windows measure will no longer be offered in Home Upgrade (but still available in Advanced Home Upgrade)
     
  • Bonus incentive for second and third base measures will no longer be offered

Advanced Home Upgrade projects:

  • Base and kickers incentive calculation will be replaced with $130 per percentage energy savings (e.g., 22% energy savings = 22 x $130 = $2,860 incentive)

If you have any questions about the current incentive structure, please consult your Account Management team.

SoCalGas Incentive Calculators
Please be sure to use the updated SoCalGas Home Upgrade Incentive Calculator V3 and Advanced Home Upgrade Calculator V8.0, available for download in the Reference Materials section of the Contractor Website. 

SoCalGas Program Home Upgrade Incentive Calculator v3 must be used for projects reserved on or after August 15, 2017 or post-retrofit submitted on or after October 1, 2017. Projects are only eligible for pre-August 15, 2017 incentives if they are post-retrofit submitted by September 30, 2017 6 p.m. PST.

Advanced Home Upgrade Calculator V8.0 must be used for projects reserved on or after August 15, 2017 or post-retrofit submitted on or after October 1, 2017. Projects are only eligible for pre-August 15, 2017 incentives if they are post-retrofit submitted by September 30, 2017 6 p.m. PST.

When downloading and opening the Program calculators, please be sure to select "Enable Editing" and "Enable Content" to ensure accuracy of the calculated values.  

QC Corner

Excellent Job, Keep Up the Good Work!

It's hard to believe we are already nearing the end of the third quarter of 2017. Thanks to you, the Participating Contractors and Raters, the Program has come close to or exceeded meeting the 2017 goals. Congratulations and a big thanks to all of you for getting the Program to this point so early in the year. With the end of the year just around the corner, there are still projects pending completion and upgrades to be made.

This year the Program instituted changes in the gas leak testing procedures, CAS/CAZ testing guidelines and (soon to be announced) the duct test documentation policy. The gas leak and CAS/CAZ processes were put into place to help contractors/auditors more easily navigate the program and spend less time onsite while still maintaining a high level of safety for themselves, their employees and the occupants of the home. The new duct testing documentation process is designed to allow the QC Inspector to spend less time in customers' homes while still assuring a detailed and accurate duct test is performed.

During the June 6, 2017 technical training at the SoCalGas® Energy Resource Center, copies of various documents were distributed. Among the documents were the  Inspection Guidelines Version 7.0 and the Processing Guidelines June 2017

We addressed these documents in the July 13 newsletter. After questions from contractors regarding the Inspection Guidelines, we thought a quick review of these documents would be helpful.

The Inspection Guidelines V7 (updated June 2017) is designed to help contractors andauditors perform an inspection in the exact same manner as the QC inspectors. When contractors, auditors and QC inspectors complete inspections using the same methods, inspection findings should be consistent. Following the Inspection Guidelines reduces the chance that the QA/QC reviewers will identify an issue that the contractor may have missed or misinterpreted while on site.

The Processing Guidelines (updated June 2017) informs the reader about next steps when an issue is identified on a project. While there are multiple sections containing useful information in the Processing Guidelines, there are three sections that should be of particular interest to contractors and auditors: F.) PASS WITH RECOMMENDATIONS (Proceed with Payment), I.) REMEDIATION REQUIRED (Withhold Payment) and J.) FAIL ISSUES (Withhold Payment). Whenever an issue has been identified by an inspector or technical reviewer, look through these three sections, find the issue, and you will know if the issue needs to be recommended to the homeowner as a repair, replacement, or modification, OR if it causes the project to fail and must be remediated to receive an incentive payment. When in doubt, consult the Processing Guidelines and be sure to contact your ICF Account Manager if you need clarification!

One particular situation that was brought to our attention was that of a gas log fireplace that failed spillage and had a reading of 105 ppm CO; both results were under Worst Case Depressurization testing. The contractor referenced the Inspection Guidelines on page 75 and read the following:

A. CO Action Levels and Test Conditions

  1. CO action levels apply to testing under WCD and/or NC.
  2. When an appliance fails spillage, or exceeds CO action levels at steady state under WCD, re-test spillage and undiluted CO under NC.

The contractor understood item #2 to mean that if the gas log passed testing under Natural Conditions (NC) (which it did), then the appliance would pass-negating the WCD fail-and no remediation would be required. That is not the case here. Based on the table in the Inspection Guidelines that follows #2, if the appliance FAILS SPILLAGE under WCD and the CO reading is >25 ppm, REMEDIATION IS REQUIRED.

The reason for testing under natural conditions after a WCD fail is not to get the appliance to pass, but to help the contractor, auditor or technician get a better idea of what is causing the appliance to fail. Is the appliance failure because it was tested under WCD, or is there something wrong with the appliance that is causing high CO under WCD or NC?

We hope this explanation gives you a better understanding of why the appliance failed and a remediation is required.

One last note we would like to pass along: when you perform a blower door test, you must perform a positive pressure blower door test. This is the standard test method for all projects. The only time a negative blower door test should be performed is if there is a hazardous situation taking place outside the home that would put the technician's or occupant's health at risk if a positive blower door test was performed. In this case, photo documentation and a note describing the hazard in Vision is required.

Marketing Updates

Statewide Branding and Website Reminder
Participating Contactors should continue to follow the current Energy Upgrade California Home Upgrade brand guidelines and submit any co-branded materials to your Account Manager for review. Currently, the new management for the statewide Energy Upgrade California brand is continuing to update the statewide branding guidelines and will give ample time to contractors to switch over to the new guidelines and logos once completed. 

Home Upgrade Learning Center

Participating Contractors and their staff have access to the online Home Upgrade Learning Center for a variety of free courses! The learning center offers courses in building science and home performance, as well as sales and marketing, to increase knowledge and grow your business. Please take advantage of this free resource. Visit the Home Upgrade Learning Center to view current available courses.

For course recommendations, please feel free to contact your Account Manager.

Contact Us: 855-355-6675 | Email Us | Visit Our Website

Energy Upgrade California® Home Upgrade provides assistance and incentives for home improvement projects that can reduce energy use and make homes more comfortable. This statewide program is managed locally by utilities and regional energy networks and directed by the California Public Utilities Commission in collaboration with the California Energy Commission. Funding comes from utility customers under the auspices of the California Public Utilities Commission. Incentives are offered on a first-come, first-served basis and are effective until the funding is expended or the program is discontinued. Terms and conditions apply. See program rules for details. Programs may be modified or terminated without prior notice. ©2017 Trademarks used with permission and are property of their respective owners. All rights reserved.

August 8 Program Update

Tuesday, August 8, 2017

 

 

August 8 Program Update

Greetings to all Participating Energy Upgrade California® Home Upgrade Contractors in the Southern California Edison (SCE) and SoCalGas® service territories. Please take note of several important dates below. Contact your Account Manager if you have questions about any of the topics. 

SCE/SoCalGas Program Updates

Important Reminder: Incentive Funds are Rapidly Becoming Limited

Due to the overwhelming success of the program, available incentive funds are depleting quickly. To ensure your customers' projects qualify for incentives, you must reserve your project incentives prior to beginning construction. It is imperative that you reserve your projects and receive confirmation as soon as possible and before you begin construction to protect your company from liability and maintain your good reputation with your customers. Please remember the last day to reserve projects for the 2017 program is September 30, 2017. The program will resume with new funds in January 2018.

Deadlines: Program Reservations

To ensure deadlines are clear and concise with the end of the year approaching, please keep in mind the following:

  • All reservations must be submitted by 9/30/2017 by 6 PM PST. Any projects submitted after this time will not be eligible to participate in the program for 2017. NO EXCEPTIONS
  • In order to receive an incentive in 2017 all projects reserved by 9/30/2017 must be post-retrofit submitted with all required documentation by 11/15/2017. NO EXCEPTIONS
  • The program will not accept any new reservations until January 2, 2018. For 2018 projects the qualified energy-efficiency measures must be purchased and completely installed between January 1, 2018, and December 31, 2018, by a Participating Contractor. NO EXCEPTIONS

Reminder: Dual Submission is Ending

Multiple project reservations for the same residence (i.e. dual submission) will not be allowed for projects reserved on or after August 15, 2017 in both the SCE/SoCalGas and SoCalGas Programs. For residences seeking credit for multiple HVAC system upgrades, Participating Contractors should submit a single Advanced Home Upgrade project.

Notice Regarding Version 1 of Cake Systems

Renovate America is no longer allowing contractors to sign up for new accounts for Version 1 of Cake Systems. Renovate America will continue to provide support to current Version 1 Cake Systems account holders. Contractors will be able to sign up for a Cake Systems account when Version 2 is released. Please contact your account manager, if you have any questions.

Home Performance Coalition Conference & Trade Show  

The 2017 HPC Conference is coming in November to Long Beach at the Hilton! Click here to register and become a part of the home performance and weatherization conversation as we work together to strengthen the industry through education, networking and new ideas. Grow your business and enhance your career in California!

The committee is still looking for session topics and ideas! If you are interested in submitting a session proposal that would reflect the best thinking, practices, research and innovation in the field, submit your idea to HPC through the Proposal Submission Site no later than Friday, August 11, 2017 by midnight PT. You can see all the current information here

Be Aware of Previous Participation

Before purchasing energy-efficient furnaces, please inform your distributor that you would like to purchase the furnaces without a midstream or upstream buy-down and that the furnaces will be installed in homes participating in the Energy Upgrade California Home Upgrade Program. If your distributor is unaware that you are purchasing a furnace for a customer participating in Home Upgrade, the distributor might apply for incentives through a midstream incentive program. If the distributor receives an incentive in a midstream incentive program, incentives for that measure may not be paid again through the Home Upgrade Program. Be sure to check with your distributor for more information.

Please remember to ask your customer about previous participation in other utility incentive programs. Measures they have already received incentives, rebates or direct installation measures within the past five years from any program funded with California Public Utility Commission (CPUC) Public Goods Charge funds are not eligible to receive an incentive again in the Home Upgrade Program.

Keep Your Customers in the Loop - Include Their Email Address

Concerned customers have contacted the program team and utility sponsors because they have not received any notification emails to let them know their projects had been reserved, submitted and approved. To keep your customers informed of the status of their projects, we remind you that it is required to enter a customer email address when reserving the project in the WebApp. Customers whose projects have been selected for inspection also receive a notification email so they are prepared for the QC team to call them to schedule the inspection. Contact your Account Manager if you have any concerns about this requirement.

Energy Efficiency Financing for California Homeowners

If you have customers who are hesitant about moving forward with a project due to cost concerns, energy efficiency financing may offer an ideal solution. The California Hub for Energy Efficiency Financing (CHEEF) offers Residential Energy Efficiency Loan (REEL) Program, aimed at providing attractive financing options to help residential customers complete more energy efficiency home improvement projects. For more information about this program view details here!

SoCalGas Program Updates

Important Reminder: SoCalGas Program Aligning with Joint Program Incentives and Measures

The SoCalGas Program requirements and incentives will be revised to align with the Joint SCE/SoCalGas Program for all projects reserved on or after August 15, 2017 and/or all projects post-retrofit submitted on or after October 1, 2017. Information on these changes is available in the SoCalGas August 15, 2017 Program Changes Quick Reference Guide available on the Contractor Website.

Customer Satisfaction: Top Performers in the SoCalGas Program

Customer Satisfaction is of critical importance to SoCalGas. We are pleased to recognize three Participating Contractors with top Customer Satisfaction Survey scores in 2017:  

  • NuQuest Industries, Inc.
  • Alps Air Conditioning and Heating
  • Burgeson's Heating and Air Conditioning,  Inc.

Make sure you include the customer's email address for each project submitted to the program so your excellent work can be recognized, too!

Please note that the updates listed for the SCE/SoCalGas program above also apply to the SoCalGas-only program. If you have any questions, please contact your Account Management team.

Contact Us: 855-355-6675 | Email Us | Visit Our Website

Energy Upgrade California® Home Upgrade provides assistance and incentives for home improvement projects that can reduce energy use and make homes more comfortable. This statewide program is managed locally by utilities and regional energy networks and directed by the California Public Utilities Commission in collaboration with the California Energy Commission. Funding comes from utility customers under the auspices of the California Public Utilities Commission. Incentives are offered on a first-come, first-served basis and are effective until the funding is expended or the program is discontinued. Terms and conditions apply. See program rules for details. Programs may be modified or terminated without prior notice. ©2017 Trademarks used with permission and are property of their respective owners. All rights reserved.

 

July 13 Program Updates

Thursday, July 13, 2017

 

July 13 Program Updates

Notice: Important Notice: Incentive Funds are Rapidly Becoming Limited, please see the Important 2017 Program Changes email announcement for updated incentive and measure information.

Thank you to all the Participating Contractors who attended the Spring Technical Training event on June 6! We hope you found the information on the new  BPI Healthy Homes Evaluator certification, Healthy Homes Master Class, Community Choice Aggregators, Contractor Leadership Council, Residential Energy Efficiency Loan (REEL) program updates and QC updates useful as your business heats up this summer. If you were unable to attend, please visit the Past Training Presentations section of the Program Resources on the Contractor Website for a copy of the presentation slides.

Be sure to check out the new QC document updates below, and take note in particular of the updates made to the Inspection Guidelines and Processing Guidelines documents. As always, contact your Account Management team with any questions!

Zero Energy Earns Home Performance with ENERGY STAR® Century Club Award

Congratulations to Zero Energy Contracting, Inc. on receiving the 2017 Home Performance with ENERGY STAR Century Club Award! Zero Energy completed 159 HPwES projects in the SoCalGas program last year. The list of all the 2017 Century Club Award winners nationally is available on the ENERGY STAR® website. Participating Contractors in good standing who complete 100 or more HPwES projects in the previous calendar year are eligible for this award, we hope to see your company's name among the winners in 2018.

SCE/SoCalGas Program Updates

Important Notice: Incentive Funds are Rapidly Becoming Limited: Due to the overwhelming success of the program, the program is now limited in funds. To ensure your project qualifies for incentives, you must reserve your projects to ensure your customer's rebate. It is imperative that you reserve your projects and receive confirmation as soon as possible and before you begin construction to protect your company from liability and maintain your good reputation with your customers. The program will resume with new funds in 2018. Please see the email regarding 2017 program changes for full details.

Update on Multiple Projects: Multiple project reservations for the same residence (i.e. dual submission) will not be allowed for projects reserved on or after August 15, 2017. For residences seeking credit for multiple HVAC system upgrades, Participating Contractors should submit a single Advanced Home Upgrade project.

SoCalGas Program Updates

SoCalGas Program Requirements and Incentives Aligning with Joint Program

The SoCalGas Program requirements and incentives will be revised to align with the Joint SCE/SoCalGas Program for all projects reserved on or after August 15, 2017 and all projects post-retrofit submitted on or after October 1, 2017. Please see the email regarding 2017 program changes for full details.

New HBEEP Project Identifier in the SoCalGas Program WebApp

Historic Building Energy Efficiency Program (HBEEP) Participating Contractors can now identify qualifying HBEEP projects in the WebApp for the SoCalGas Program during pre-retrofit in the Customer Information section and post-retrofit submission in the Project Information section.

Projects participating in HBEEP will receive 100% of the final incentive in all municipal electric territories. For more information on how you can become a Participating Contractor in HBEEP, please contact your Account Manager.

Account Names

To help ensure account information accuracy, when submitting your project reservations and completing the incentive application for customers with LADWP, be sure to complete the LADWP account information section using the account name exactly as it appears on the LADWP bill.  Shortened or alternate versions of the name will no longer be accepted. For example, if the LADWP account name is Thomas Smith, please do not enter Tom Smith for the LADWP account name as it will not pass account verification and will delay your project. This is also strongly recommended for SoCalGas account names (and SCE account names in the Joint SCE/SoCalGas Program). As always, we strongly recommend that you upload a copy of both the electric and gas utility bills when submitting your project reservation to streamline the account verification process.

Please note that the updates listed for the SCE/SoCalGas program above also apply to the SoCalGas-only program. If you have any questions, please contact your Account Management team.

QC Corner

New Documents in Time for the Summer Cooling Season

Over the past few months, Richard Heath & Associates Inc. (RHA), the Program's QC Vendor, has been working diligently alongside ICF to develop the tools Participating Contractors need to be successful. This is the time of year we concentrate on updating major Program documentation that is critical to understanding program policies and requirements. Attendees of the June 6 Technical Training were given updated copies of several program documents. The updated documents included:  Quality Control Inspection Guidelines Version 7, Quality Assurance/Quality Control Processing Guidelines June 2017, and Version 1.0 of the new Pocket Reference Guide.

We are pleased to release these documents, and the Program hopes contractors, auditors, and modelers will find them easy to follow while still providing all the technical expertise needed to navigate the Program. The Inspection GuidelinesProcessing Guidelines, and Pocket Reference Guide are available on the Contractor Website. Please contact your Account Manager to receive printed copies of these documents.

Quality Control Inspection Guidelines Version 7 

During this round of revisions, the focus was to transform the existing document into one that more closely follows the steps of an actual inspection in the order the steps are performed. Much of the information has been edited to create a clearer, more concise document designed to be easier to follow. 

Major changes have been made to the following sections/topics:

  • Gas Leak Testing
  • Red Work Zone
  • Communication Between Return and Combustion Air
  • Determining WCD
  • CAS/CAZ Testing Sequence

These and all other changes to the Inspection Guidelines may be viewed in the detailed document Inspection Guidelines Changes for 2017 V7, available on the Contractor Website.

Quality Assurance/Quality Control Processing Guidelines June 2017  

The Processing Guidelines document narrates Program rules that Participating Contractors must follow. The Processing Guidelines indicate how a project is processed when a particular issue is encountered during the inspection or the review of a project. This document contains sections including: application phase processing, appeals, pass with recommendation issues, remediation required issues, fail issues and more.

The pass with recommendation issues and remediation required issue sections are important since they tie into existing and potential health and safety issues. Those sections contain specific conditions commonly encountered in the field that may require further attention.

Example:  You are participating in a Witness QC and the Energy Field Technician informs you that the fireplace with the gas log set does not have a damper clamp installed. What do you do? Open the Processing Guidelines and look in the Remediation section, on Page 7 you will see Item 6, "Gas-fueled fireplace does not have a damper clamp installed." In the beginning of the Remediation Required - (Withhold Payment) section on Page 7, contained within the first paragraph is the following statement: "to qualify for payment, non-conforming condition(s) must be remediated." Therefore, you must install a damper clamp and provide a date-stamped image to the Program to confirm it was installed. 

Pocket Reference Guide Version 1.0 2017
The Pocket Reference Guide, or PRG as we call it, is brand new to the program. After hearing many requests from contractors and auditors looking for a quick reference guide of the most common issues addressed by the Inspection Guidelines, the Program developed this document as a resource that can easily be stashed in a shirt pocket or tool box. Contained within its 54 pages is an abundance of easy to find procedures, guidelines, tables and formulas. If you have a question while on the job, there's a good chance you'll find an answer in the PRG. It was printed on heavy synthetic stock to ensure the document was durable and built to last in the field. Please remember the Pocket Reference Guide is not designed as a replacement to the Inspection Guidelines; it is meant to be used in conjunction with other program documents. 

Please Note: During RHA's presentation at the Technical Training workshop at the ERC, a statement was made regarding Condition Code Reference #1 on the Notice of Field Identified Recommendations (NFIR) form. The presenter pointed out that the building air leakage value of 0.35 ACH was incorrect and should be changed to 0.35 ACH. It was also pointed out that this value was incorrect in the Inspection Guidelines; page 86, section B., #1, a., and the Processing Guidelines; page 5, section G., #1. After further review, it was determined that the original value of ≥0.35 was correct in all of these documents. If you made a note to change these values on any of the documents, please be sure the original value of ≥0.35 is being used on all the documents. We apologize for any confusion this may have caused. 

Marketing Updates

Statewide Energy Upgrade California Rebrand Soft Launch

The Energy Upgrade California programs are rebranding with a new logo, campaign and statewide website. We will notify you when Home Upgrade will be incorporated into the new website. The current Home Upgrade logo featuring the leaf/house is approved for use by individual programs and Participating Contractors through the end of 2017 - please continue to use current program marketing materials and continue to share any co-branded items with your Account Management team for approval. Please hold off on any large investments such as car wraps that feature the Home Upgrade brand. The new circle logo is not yet approved for use by programs or Participating Contractors until a new brand sublicense agreement is in place. We will keep you updated as more information on the rebranding effort becomes available.

Contact Us: 855-355-6675 | Email Us | Visit Our Website

Energy Upgrade California® Home Upgrade provides assistance and incentives for home improvement projects that can reduce energy use and make homes more comfortable. This statewide program is managed locally by utilities and regional energy networks and directed by the California Public Utilities Commission in collaboration with the California Energy Commission. Funding comes from utility customers under the auspices of the California Public Utilities Commission. Incentives are offered on a first-come, first-served basis and are effective until the funding is expended or the program is discontinued. Terms and conditions apply. See program rules for details. Programs may be modified or terminated without prior notice. ©2017 Trademarks used with permission and are property of their respective owners. All rights reserved.

 

Important 2017 Program Change

Thursday, July 13, 2017

Important 2017 Program Change

Joint SCE/SoCalGas Program and SoCalGas-Only Program

Incentive Funds are Rapidly Becoming Limited: Thank you to all Participating Contractors for your continued participation in the Energy Upgrade California Home Upgrade Program. Since the beginning of the Program, Participating Contractors have reduced 10,112 metric tons of carbon dioxide and helped over 10,800 homeowners save 14,388,820 kWh and 1,373,842 therms! Due to the overwhelming success and limited incentive funds, the program will need to close early in 2017. It is imperative that you reserve your projects and receive confirmation as soon as possible and before you begin construction to protect your company from liability and maintain your good reputation with your customers. The last day to submit new project reservations will be September 30. The program will resume with new funds in 2018.

Update on Multiple Projects: Multiple project reservations for the same residence (i.e. dual submission) will not be allowed for projects reserved on or after August 15, 2017. For residences seeking credit for multiple HVAC system upgrades, Participating Contractors should submit a single Advanced Home Upgrade project.

SoCalGas Program Requirements and Incentives Aligning with the Joint Program:

The SoCalGas Program requirements and incentives will be revised to align with the Joint SCE/SoCalGas Program for all projects reserved on or after August 15, 2017 and all projects post-retrofit submitted on or after October 1, 2017. These changes are:

Home Upgrade projects:

  • Incentive amounts per measure will match the Joint Home Upgrade Program (non-LADWP and non-Historic Building Energy Efficiency Program (HBEEP) municipal projects will be eligible for 30% of this)
  • Projects with less than 10% energy savings in the Home Upgrade Calculator must reach a minimum incentive amount of $1,200 for LADWP and HBEEP-eligible municipal projects or $360 for municipal projects without HBEEP
  • The Whole Building Air Sealing Leakage Reduction measure minimum in Home Upgrade will increase to 30% (it will remain at 15% in Advanced Home Upgrade)
  • Windows measure will no longer be offered in Home Upgrade (but still available in Advanced Home Upgrade)
  • Bonus incentive for second and third base measures will no longer be offered

Advanced Home Upgrade projects:

  • Base and kickers incentive calculation will be replaced with $130 per percentage energy savings (e.g. 22% energy savings = 22 x $130 = $2,860 incentive)

We will provide you with updated SoCalGas program incentive applications, information sheets, incentive calculators, and a Program Changes Quick Guide and a webinar soon to prepare you for these changes.

If you have any questions or need any assistance, please contact your Account Management team.

 

Contact Us: 855-355-6675 | Email Us | Visit Our Website

Energy Upgrade California® Home Upgrade provides assistance and incentives for home improvement projects that can reduce energy use and make homes more comfortable. This statewide program is managed locally by utilities and regional energy networks and directed by the California Public Utilities Commission in collaboration with the California Energy Commission. Funding comes from utility customers under the auspices of the California Public Utilities Commission. Incentives are offered on a first-come, first-served basis and are effective until the funding is expended or the program is discontinued. Terms and conditions apply. See program rules for details. Programs may be modified or terminated without prior notice. ©2017 Trademarks used with permission and are property of their respective owners. All rights reserved.

 

June 2 Program Updates

Friday, June 2, 2017

 

June 2 Program Updates

Greetings to all Participating Contractors in the Southern California Edison (SCE) and SoCalGas® Energy Upgrade California® Home Upgrade program. Below, we share a few program updates, reminders and details on our last Technical Training session before Fall. We hope to see you there!

SCE/SoCalGas Program Updates

Workload Management Reports Now Available in the WebApp

Want to know the status of all of your projects in one convenient report? Now available in the WebApp, Participating Contractors have access to Workload Management Reports in which project status, project number, premise contact first name and days in status of each project are displayed. To access these reports, log into the WebApp and select a utility provider. Select "Start Now" in the "View Project Reporting" option box displayed below. 

Under "Select Report", please choose the appropriate utility. Click "Generate Report" to display the report to easily access important information about your projects. In order to save the report, simply click on the floppy disk icon and select the desired format. Please reach out to your Account Management Team with any questions you have about access to these reports.

Reminder: Invoice Guidance

As a reminder, Participating Contractors are required to supply an itemized invoice that includes all measures being claimed for all projects submitted to the Energy Upgrade California Home Upgrade Program. Invoices should be marked "paid in full" or show a zero balance, or state that the project is being financed by a third-party lender. If the project is being financed, the name of the lending institution must also be provided.

The project cost should include only measures eligible for incentives in the Home Upgrade Program. If your invoice also includes other measures/costs not eligible for incentives in the program, please include a subtotal of the Home Upgrade-related costs on the invoice. The subtotal should not include: costs of diagnostic testing, clean-up costs, preparation costs, permitting and other project costs not associated with an incentive. You can download a sample invoice here.

Please reach out to your account management team if you have any questions about the invoice requirements. 

Damper Clamp

Gas-fueled fireplaces require damper clamps to ensure there is a one-half inch fixed opening.There will be times when a fireplace damper clamp is required, but one is not installed when QC is on-site for an inspection. If a damper clamp is not installed, but it is required, the CFM 50 blower door test result will not be accurate. The program has come up with a process to ensure the diagnostic testing is accurate: when you perform a blower door test and a damper clamp is not installed, use a one-half inch dowel or other one-half inch spacer to simulate the required fixed opening.

SoCalGas Updates

Please note that the updates listed for the SCE/SoCalGas program above also apply to the SoCalGas-only program. If you have any questions, please contact your Account Management team.

June Technical Training

Tuesday, June 6

8:30 a.m. to 12:00 p.m.

SoCalGas Energy Resource Center

9240 Firestone Blvd

Downey, CA 90241

Please join us on June 6 for our last training session until Fall! We will cover the new BPI Healthy Homes Evaluator certification and how it benefits your business and your customers, mechanical ventilation updates, Community Choice Aggregators, safety issues and use of the NOUC/NFIR documents, modeling issues and more! BPI CEUs are available!

Contact Us: 855-355-6675 | Email Us | Visit Our Website

 

Energy Upgrade California® Home Upgrade provides assistance and incentives for home improvement projects that can reduce energy use and make homes more comfortable. This statewide program is managed locally by utilities and regional energy networks and directed by the California Public Utilities Commission in collaboration with the California Energy Commission. Funding comes from utility customers under the auspices of the California Public Utilities Commission. Incentives are offered on a first-come, first-served basis and are effective until the funding is expended or the program is discontinued. Terms and conditions apply. See program rules for details. Programs may be modified or terminated without prior notice. ©2017 Trademarks used with permission and are property of their respective owners. All rights reserved.

 

Invoice Requirements

Tuesday, May 16, 2017

Invoice Requirements

Participating Contractors are required to supply an itemized invoice that includes all measures being claimed for all projects submitted to the Energy Upgrade California® Home Upgrade Program. Invoices should be marked "paid in full" or show a zero balance, or state that the project is being financed by a third-party lender. If the project is being financed, the name of the lending institution must also be provided.

The project cost should include only measures eligible for incentives in the Home Upgrade Program. If your invoice also includes other measures/costs not eligible for incentives in the program, please include a subtotal of the Home Upgrade-related costs on the invoice. The subtotal should not include: costs of diagnostic testing, clean-up costs, preparation costs, permitting and other project costs not associated with an incentive. 

Click the sample invoice image at right to view a full-size PDF. If you have any questions, please contact your account management team. 

Reminder: Technical Training on June 6!

Please join us on June 6 for our last training session until Fall! We will cover the new BPI Healthy Homes Evaluator certification and how it benefits your business and your customers, mechanical ventilation updates, Community Choice Aggregators, safety issues and use of the NOUC/NFIR documents, modeling issues and more! BPI CEUs are available!

May 1 Program Updates

Monday, May 1, 2017

Program: 
SCE/SoCalGas
Category: 
Training
Date: 
Monday, May 1, 2017
Description: 

May 1 Program Updates

Thank you to all Southern California Edison (SCE)/SoCalGas® Participating Contractors who attended the April 18 Hands-On Blower Door and Duct Test Training.
We hope you learned valuable information about different ways to use the blower door and duct tests to help you accurately assess the needs of your customers homes. Be sure to check out the training section below for information on our upcoming Project Processing and Technical Training sessions!

 Please reach out to your Account Management Team with any questions on the topics below. 

 

 

 

SCE/SoCalGas Program Updates

Update: Snugg Pro Window Venting Feature

Recently, Snugg Pro released Version 5.5, which includes the new option to select a checkbox for Window Venting. Selecting Yes tells the software that the homeowner periodically opens windows instead of operating the HVAC system to cool or heat the home.

Advanced Home Upgrade projects with Snugg Pro, reserved on or after May 1, 2017, must use these settings for Window Venting:

All Advanced Home Upgrade Default Values projects, and Advanced Home Upgrade Custom Values projects that do not use the utility bill calibration feature, must check Yes for the Window Venting option.

Advanced Home Upgrade Custom Values projects that submit utility bill data to calibrate the model should check Yes for the Window Venting option if the homeowner opens the windows at times as opposed to operating the HVAC system, or check No for the Window Venting option if the homeowner keeps the windows closed and operates the HVAC system for all heating and cooling needs.

The Window Venting Option checkbox is available in the Window section of the Input screen, and the Upgrade Window section of the Refine screen. Select the same condition on both the Input and Refine screens. If the Window Venting option is not consistent within the model, it will result in inaccurate modeled energy savings.

SoCalGas Updates

Please note that the update listed for the SCE/SoCalGas program above also applies to the SoCalGas only program.

QC Corner

Documenting and Reporting Health and Safety Issues:  NOUC vs. NFIR

Health and safety issues identified on a project can be broken down into two separate classifications. No matter what the classification is, it is the responsibility of both the Participating Contractor, third-party auditor and the QC vendor to notify the homeowner when health and safety issues are identified. In many cases, a health and safety issue has existed in the home for several years without ever causing damage to the home or negatively affecting the occupants' health. Other health and safety issues can be relativity new or caused by the Participating Contractor as part of the scope of work. The Program has two separate forms used to communicate the two classifications of health and safety issues:

Notice of Field Identified Recommendations (NFIR)

The NFIR is designed to record existing health and safety issues that are not associated with the scope of work and do not require remediation:

  1. Existing exhaust ventilation is not continuously connected/ducted to exhaust outdoors and attic insulation and/or building air sealing are not part of the SOW and post-retrofit building air leakage
    is ≥ .35 ACH.
  2. Existing insulation is in contact with a non-IC rated HPD(s) and no immediate hazard is present and attic insulation is not part of the SOW.
  3. Existing appliance vents stack(s) or chimney(s) is/are in contact with combustible material other than insulation installed in the SOW and no immediate hazard is present.

Notice of Unsatisfactory Conditions (NOUC)

The NOUC is designed to record health and safety issues that are not relevant to the NFIR

NOUC health and safety issues are defined in the Processing Guidelines and may result in recommendations for correction or require mitigation. NOUC health and safety issues may or may not be associated with the scope of work.

If the Participating Contractor, third-party auditor and/or the QC energy field technician (EFT) discovers any health and safety issues at the home, it is their responsibility to notify the homeowner or their designated representative of the issue utilizing the required NFIR and/or NOUC forms. This requirement must be followed whether the issue was caused by the Participating Contractor as part of the scope of work or was an existing condition.

Once completed by the auditor or the QC EFT, both forms identify the property address as well as the homeowner's name, the Participating Contractor and/or the inspector. There is space on each form to record each condition that is causing a health and safety issue, as well as a place for the homeowner or their designated representative to sign, indicating that they have been informed of the health and safety issue(s).

Based on the condition identified at the home, it is possible that completion of both an NFIR and a NOUC will be required. Both documents will need to be signed by the homeowner or their designated representative and uploaded to VisionDSM.

When a third-party auditor conducts the inspection for the Participating Contractor and a health and safety issue is identified, the auditor must complete the appropriate form, have it signed by the homeowner or their designated representative, and supply a copy of the form to the contractor for upload to VisionDSM. Depending on the health and safety issue identified, the Participating Contractor may need to return to the home and mitigate the issue.

Below are six scenarios to help you understand when the forms should be used. 

  1.  At the pre-retrofit inspection, the auditor discovers a gas leak at the meter, and existing insulation is in contact with a non-IC rated HPD(s). What steps should be taken? Auditor to complete a NOUC for gas  leak, and an NFIR for the HPD, both forms to be signed by the homeowner or their designated representative, and uploaded to VisionDSM.
  2.  At the pre-retrofit inspection, the auditor discovers a charred ceiling joist next to the furnace vent. What steps should be taken? Auditor to complete a NOUC, form to be signed by the homeowner or their  designated representative, and uploaded to VisionDSM. The Participating Contractor is required to remediate the issue as part of the SOW.
  3.  The EFT discovers an HPD in contact with cellulose attic insulation installed by the contractor. What steps should be taken? EFT to fill out a NOUC form to be signed by the homeowner or their designated  representative, and uploaded to VisionDSM.
  4.  A third-party auditor performs a post-retrofit blower door test and the result is <70% of the BAS, building air-sealing was included in the SOW. What steps should be taken? The third-party auditor must fill  out the NOUC, have it signed by the homeowner or their designated representative and supply the form to the contractor. The contractor must upload the form to VisionDSM, and the contractor must  return to the home and mitigate the MV issue.
  5.  The EFT performs a post-retrofit blower door test the result is 71% of the BAS, building air-sealing was included in the SOW. What steps should be taken? EFT to fill out a NOUC, form to be signed by the  homeowner or their designated representative, and uploaded to VisionDSM.
  6.  A third-party auditor performs a post-retrofit blower door test and the result is >70% of the BAS, building air-sealing was not included in the SOW, and bath fans are not connected to exhaust outdoors.  What steps should be taken? Is the contractor required to connect the local ventilation to exhaust outdoors? The third-party auditor must fill out the NFIR, have it signed by the homeowner or their  designated representative and supply the form to the Participating Contractor. The Participating Contractor must upload the form to VisionDSM. In this case, vent connection to outdoors is  recommended, but not required.
 

Project Processing Training

Tuesday, May 16

8:30 a.m. to 12:00 p.m.

SoCalGas Energy Resource Center

9240 Firestone Blvd

Downey, CA 90241

Join the program team to master your processing skills for pre- and post-retrofit submissions, and learn how to prevent project issues and fix issues when they arise.

June Technical Training

Tuesday, June 6

8:30 a.m. to 12:00 p.m.

SoCalGas Energy Resource Center

9240 Firestone Blvd

Downey, CA 90241

Save the date! This Technical Training session will cover the new BPI Healthy Homes Evaluator certification and program updates, with more topics to be announced soon. BPI CEUs are available.

Certified Aquatic Equipment Installer (CAEI) Pool Pump Training

Are you interested in becoming certified to install variable speed pool pumps eligible for Advanced Home Upgrade or stand-alone utility incentives? Join The Foundation of Pool and Spa Industry Education (FPSIE) for a local training course and become an expert in pool pumps. This popular course fills up quickly so early registration is recommended. The first 20 registrants in each course receive a $199 scholarship from SCE off the course cost.

Thursday, May 11

8:30 a.m. to 4:30 p.m.

University of Phoenix

1515 W 190th Street, Suite 200

Gardena, CA

Friday, June 23

8:30 a.m. to 4:30 p.m.

Comfort Inn

1590 University Ave

Riverside, CA

Contact Us: 855-355-6675 | Email Us(link sends e-mail) | Visit Our Website(link is external)

Energy Upgrade California® Home Upgrade provides assistance and incentives for home improvement projects that can reduce energy use and make homes more comfortable. This statewide program is managed locally by utilities and regional energy networks and directed by the California Public Utilities Commission in collaboration with the California Energy Commission. Funding comes from utility customers under the auspices of the California Public Utilities Commission. Incentives are offered on a first-come, first-served basis and are effective until the funding is expended or the program is discontinued. Terms and conditions apply. See program rules for details. Programs may be modified or terminated without prior notice. ©2017 Trademarks used with permission and are property of their respective owners. All rights reserved.

Hands-On Training Returns on April 18! Find a Registration Link Inside this Email!

Tuesday, April 4, 2017

April 4 Program Updates

Greetings to all Participating Contractors! As we move into spring and approach the busy cooling season, we want to share a few quick reminders and training opportunities. Several members of the ICF, RHA and Program Management teams (and some Participating Contractors!) attended the Home Performance Coalition National Conference in Nashville, TN last month. Through several informative sessions, attendees learned about a variety of topics from Mechanical Ventilation to Healthy Home Environments. Program Mentor Judy Rachel presented at the conference, and will be teaching this month's hands-on technical training course for blower door and duct testing. Keep reading below for reminders and updates, and as always reach out to your Account Management team with any questions!

Please note: we are returning to a monthly newsletter format, with distribution around the first of each month. If any critical issues come up, we will send additional email updates. As a reminder, all newsletters and e-blasts are posted to the News and Updates section of the Contractor Website.

SCE/SoCalGas Program UpdatesFinalized/Closed Permit Submission

As a reminder, projects that include HVAC (this includes air conditioning, heat pumps, furnaces and all related fans/components) require a finalized/closed permit to be submitted before projects can receive final approval. To help your project move forward, you can post-retrofit submit your project in the WebApp with all the other documentation and provide the program with the closed permit later in the review process when you receive it. The permit is required before your project can receive final approval.

Reminder: Detailed Invoice Required on All Projects

Participating Contractors are required to supply a detailed invoice that includes all measures being claimed for projects submitted to the Energy Upgrade California Home Upgrade Program. Invoices should be marked "paid in full," show a zero balance owed, or state that the project is being financed by a third-party lender (please provide the name of the lending institution). The project cost should include only measures eligible for incentives in the Home Upgrade Program and their related costs. If your invoice also includes other measures/costs not eligible for incentives in the program, please include a subtotal of the Home Upgrade Program project cost on the invoice.

SoCalGas Updates

Customer Satisfaction: Top Performers in the SoCalGas Program

Customer Satisfaction is of critical importance to SoCalGas. We are pleased to recognize the three Participating Contractors who are tied for top Customer Satisfaction Survey score performance to date in 2017:  

  • Building Doctors
  • Home Performance Matters
  • SS Salazar Builders, Inc. 

Make sure you include the customer's email address for each project submitted to the program so your excellent work can be recognized, too!

Please note that the updates listed for the SCE/SoCalGas program above also apply to the SoCalGas only program.

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Hands-On Technical Training: Blower Door and Duct Blaster Basics and Beyond

Tuesday, April 18, 2017

8:30 A.M. to noon

Location: San Pedro

Join us for this Hands-On Technical Training Session! Basic setup of the blower door and the duct blaster will be covered. Moving beyond the basics - what other tests can be performed utilizing the blower door and duct blaster, such as the Half Nelson and the Air Handler Only tests. What does Duct Leakage to the Outside actually tell us and are we effectively and accurately measuring it? Is there more to the blower door than getting a CFM50 number and what does that number mean anyway? This training session will be tailored to the participants' needs. Bring your curiosity and questions to explore how these two pieces of diagnostic equipment can assist you in creating a comprehensive scope of work. Space is limited, so please be sure to register below if you'd like to attend! BPI BAs will earn CEUs

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March 15 Program Update

Wednesday, March 15, 2017

Happy spring! As temperatures increase and business begins to pick up, we want to help ensure you are completing your projects accurately and in a timely manner. Be sure to check out our important reminders listed below and learn how to properly name your project files when uploading them to the WebApp or VisionDSM. If you have questions about anything noted in this update, please contact your Account Management team.

SCE/SoCalGas Program Updates

 

One Year Cancellation Policy begins April 1

As previously announced, effective April 1, 2017, if a project has not been completed within a year from the project reservation date, the project is subject to cancellation by the program. Participating Contractors at risk of getting their projects cancelled will be notified well ahead of time so that they are able to take action to prevent this.

 

Post-Retrofit Submit All August 1 Program Rules Projects by March 31

Any projects that were reserved before January 1, 2017 currently fall under the August 1 Program Rules. To remain eligible for processing under those rules, your project must be post-retrofit submitted in the WebApp by March 31, 2017. Projects post-retrofit submitted April 1, 2017 or later will be processed under the 2017 Program Rules.

 

HVAC Permits

Per Senate Bill 1414 (SB 1414), proof of closed/finalized permit on HVAC retrofits with an air conditioner, heat pump or their related fans is required for all Advanced Home Upgrade and Home Upgrade projects. Upload this document with your other project documentation during post-retrofit submission. When submitting a project that does not include HVAC retrofits with an air conditioner, heat pump or their related fans, but does include a furnace retrofit, please remember to provide proof that a permit was pulled. Upload this document with your other project documentation during post-retrofit submission.

 

How to Name Your Project Files for the WebApp and VisionDSM

To ensure that there are no issues with accessing project files and streamline project reviews, please follow these simple guidelines:

1)      Do not use special characters in the file name (e.g., + = \ " < { & %); they can cause the file to not open correctly. If a space is needed to separate words in the file name, please use an underscore (_) or hyphen (-). You may use both upper and lowercase letters, but file names in VisionDSM will appear as all caps.

2)      Name your files descriptively so that reviewers and processors know which document it is before opening it - this helps speed up the review. Including the customer's last name or address in the file name can help you avoid uploading the wrong customer's file.

3)      Keep the energy model ID number in the file name when you download the HPXML file from the energy model.  You may rename the file from the default file name, but please keep the model job number/ID number in your new file name.

4)      Do not combine different documents into one file - your project may be sent back for missing information if a document was not found because it was included in the same file as another document.

 

Examples of helpful file names:

Smith-Incentive-App

123_Main_St_Preretrofit_BPI_Form

Jane_Doe_Paid_Invoice

JOHNSON-SCE-BILL

Snugg12345_audit_John_Smith_2017_02_17 (for HPXML file)

Retrofit_18617_Mary_Jones (for HPXML file)

 

SoCalGas Updates

Please note that the updates listed for the SCE/SoCalGas program above also apply to the SoCalGas only program.

 

Home Upgrade Learning Center

Participating Contractors and their staff have access to the online Home Upgrade Learning Center for a variety of free courses in building science and home performance as well as sales and marketing to increase their knowledge and grow their business. Visit the Home Upgrade Learning Center to view current available courses.

 

BPI GoldStar Seminars

BPI offers educational seminars throughout the year. Courses are presented via webinar, and provide an opportunity for contractors to earn BPI CEUs. These courses are FREE for BPI GoldStar contractors, and are offered at a fee of $50 for other contractors. Upcoming courses include How to Be Wildly Successful in Today's Economy and The Five-Pronged Approach to Successful Lead Generation for Home Performance Contractors. View all upcoming classes and learn more on the BPI GoldStar Contractor Webinars webpage.

 

Certified Aquatic Equipment Installer (CAEI) Pool Pump Training - SANTA BARBARA

Date: Friday, March 24, 2017

8:00 a.m. to 5:00 p.m.

Location: Lake Cachuma Recreation Area, 2225 Hwy 154, Santa Barbara, CA 93105

Are you interested in becoming Utility Certified and participating in Variable Speed Pool Pump Rebates? Join The Foundation of Pool and Spa Industry Education (FPSIE) on March 24 for a training course and become an expert in Pool Pumps.

For more information and to register, click here.  

Watch upcoming newsletters for details on future SCE/SoCalGas Home Upgrade Program training courses!

 

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