News and Updates

Joint Program: It's a Wrap!

Wednesday, November 7, 2018

Attention All: Joint Program Post-Retrofit Submissions are Closed!

Respond promptly to requests for information to avoid QC/Final review delay!

No Projects will be paid out in 2019.

In this issue you can expect to see:

  • Important Information: Post-Retrofit Project Closeout
  • Reminder: Contractor Insurance Document Requirements
  • Go Green Financing Updates


Important Deadline: Post-Retrofit Submissions

  • Post-retrofit project information submissions are closed in the Joint Program.
  • Respond to requests for additional information or corrections from QC reviewers or processors promptly to avoid delays in processing.
  • No incentive checks will be issued after December 31, 2018, so please work with our teams to ensure a smooth wind-up of the program.
  • Please note: this deadline only applies to Southern California Edison (SCE)/SoCalGas® projects. 


Contractor Insurance Document Requirements

  • Contractors with projects still the pipeline for processing will still be required to provide General Liability and Workers’ Compensation insurance that lists SCE, SoCalGas and ICF as certificate holders, when due.
  • For General Liability insurance, all three parties must also be listed as Additional Insured and a Waiver of Subrogation must be included.
  • For Workers’ Compensation insurance, a Waiver of Subrogation must be included.
  • Refer to the Contractor Participation Agreement for more details and contact your Account Manager if you have any questions.

Remember

  • Building Performance Institute (BPI) Certification Training has been moved to 11/12/2018 through 11/16/2018. Contact Lorelei Penera at (858) 444-3915 for more details.
  • 90-Day Cancellation Policy is still in effect.
  • Automobile insurance is no longer being requested by the program for continued participation by contractors.
  • ICF’s new office address is 49 Discovery Suite 250, Irvine CA 92618. Please update your records.

See October 2018 newsletter for more details on these items.


Go Green Financing Updates

HVAC contractors: Don’t Miss Out on IHACI!

Once a year, the heating and cooling industry’s biggest names come together in one place – and you can attend for free! The 39th annual HVAC/R/SM/Performance Contracting Product and Equipment Trade Show, produced by the Institute of Heating and Air Conditioning Industries, Inc. (IHACI), will offer exhibits on new technology, business seminars, and resources to help contractors stay current on industry trends. The event will be held at the Pasadena Convention Center on November 14, 2018.

SoCalGas, SCE Energy Resource Center and the state-administered Residential Energy Efficiency Loan (REEL) program will be among the contractor resources. Both Home Upgrade and REEL can work together for HVAC contractors looking to sell the latest technology. REEL can help your customers finance eligible HVAC measures including your Home Upgrade projects, central AC units (14 SEER or greater), gas furnaces (80% AFUE or greater), split/package systems, duct replacement, insulation, and more. Our team can help new contractors get started and talk shop with current contractors. We’re excited to see you there!

Already a REEL Participating Contractor? 

Tickets to IHACI are free, and we’d be happy to send you paper tickets for your team! Simply contact your account manager, or request tickets from the REEL Contractor Support team directly at 1-800-484-0109 or REEL@frontierenergy.com. You can also avoid registration lines by pre-registering online for a speed badge at www.ihaci.org.  

Not yet a REEL Participating Contractor?

It’s easy to get started and free to enroll! If you’ll be at the event, swing by booth #527 to pick up an application. If you want to get started today, the online training takes approximately one hour and is available online, anytime at GoGreenFinancing.com

 

 

Take Advantage of Complimentary Diagnostic Testing & Project Processing!

Tuesday, November 6, 2018

Are you taking advantage of our complimentary Diagnostic Testing and Project Processing yet?

In this issue you can expect to see:

  • Budget Update
  • Additional Eligible Smart Thermostats
  • Limited Time Free Diagnostic Testing and Project Processing
  • Updated Calculators
  • BPI Certification Training Reminder
  • QC Corner
  • Go Green Financing Updates

Budget Update

As of now, 59% of the SoCalGas Only program incentive budget is remaining. Budget updates are scheduled to go out twice a month unless stated otherwise. Please contact your account manager to see how you can take advantage of the remaining incentive budget.


Highlights

Additional Eligible Smart Thermostats

Lennox Smart Thermostats (iComfort s30, e30, and m30) join the list of smart thermostats eligible for an incentive in this program. Other models eligible for incentives include qualifying Nest, Ecobee* and Honeywell Lyric™ Wi-Fi* smart thermostats. Please refer to the Info Sheets and Incentive Application forms to view the full list of eligible smart thermostat models. 


Make the Most of our Limited Time Free Diagnostic Testing and Project Processing

We encourage you to make the most of our limited time free third-party testing and project processing in conjunction with program-approved Raters.

ERE Inspections is already providing post-retrofit diagnostic testing and project processing services to contractors. Take advantage of this opportunity to have these services covered by the program at no cost to you; these savings can help you increase sales by passing discounted pricing on to your customers.

Please note: Raters may also offer special pricing on Advanced Home Upgrade testing and processing – check with your Rater for details. 

Contact ERE Inspections at the information below:

ERE Inspections
Roman Leonelli
(310) 807-4800  

Upon meeting program requirements, additional approved Raters will be added, offering you additional options from which to select. 


Reminder: Updated Calculators

The Home Upgrade and Advanced Home Upgrade Calculators have been updated to reflect the changes to the SoCalGas only program and are now available for download from the contractors’ website.


Reminder: Building Performance Institute (BPI) Certification Training

Are you looking to help your clients reduce their energy bills while improving their comfort and safety? Expand your business? Looking to renew your expired BPI certification?

The Building Analyst (BA) certification course previously scheduled for October 15, 2018 through October 19, 2018 has been moved to Monday, November 12, 2018 through Friday, November 16, 2018. For additional information and to register, contact: 

Lorelei Penera

(858) 444-3915


Remember

  • 90-Day Cancellation Policy is still in effect.
  • Additional Automobile insurance is no longer requested by the program for initial or continued participation by contractors. Please be sure to still follow the state automobile insurance requirements. 
  • ICF’s new office address is 49 Discovery Suite 250, Irvine CA 92618. Please update your records.

See October 2018 newsletter for more details on these items.


QC Corner

Gas Log-Sets and Vermiculite

Vermiculite is a platy mineral that expands when heated. It is used in various building materials, including gas log sets to imitate the look and feel of glowing embers and ash beneath the logs.

A vast majority of the vermiculite used in the U.S. through the mid-1990s came from a mine contaminated with asbestos. Per BPI technical standards, if vermiculite is suspected, the contractor must have the material inspected to determine if asbestos is present. This requirement must be followed before diagnostic testing (blower door, duct test, WCD testing) takes place. Numerous labs in the area are certified to perform this testing; contact your Account Manager if you need help locating a lab.


Go Green Financing Updates

HVAC contractors: Don’t Miss Out on IHACI! 

Once a year, the heating and cooling industry’s biggest names come together in one place – and you can attend for free! The 39th annual HVAC/R/SM/Performance Contracting Product and Equipment Trade Show, produced by the Institute of Heating and Air Conditioning Industries, Inc. (IHACI), will offer exhibits on new technology, business seminars, and resources to help contractors stay current on industry trends. The event will be held at the Pasadena Convention Center on November 14, 2018.

SoCalGas, SCE Energy Resource Center and the state-administered Residential Energy Efficiency Loan (REEL) program will be among the contractor resources. Both Home Upgrade and REEL can work together for HVAC contractors looking to sell the latest technology. REEL can help your customers finance eligible HVAC measures including your Home Upgrade projects, central AC units (14 SEER or greater), gas furnaces (80% AFUE or greater), split/package systems, duct replacement, insulation, and more. Our team can help new contractors get started and talk shop with current contractors. We’re excited to see you there!

Already a REEL Participating Contractor? 

Tickets to IHACI are free, and we’d be happy to send you paper tickets for your team! Simply contact your account manager, or request tickets from the REEL Contractor Support team directly at 1-800-484-0109 or Email. You can also avoid registration lines by pre-registering online for a speed badge at www.ihaci.org.  

Not yet a REEL Participating Contractor?

It’s easy to get started and free to enroll! If you’ll be at the event, swing by booth #527 to pick up an application. If you want to get started today, the online training takes approximately one hour and is available online, anytime at GoGreenFinancing.com

 

 

SCE - October 3 Program Update

Thursday, October 4, 2018

Attention All: Joint Program Post-Retrofit Deadline is Approaching!

Reminders:

  • Complete construction and submit post-retrofit projects!
  • No projects will be paid out in 2019

In this issue you can expect to see:

  • Important Deadline: Post-Retrofit Submissions
  • Contractor Insurance Document Requirements
  • Go Green Financing Updates

Important Deadline: Post-Retrofit Submissions

To ensure this deadline is clear and concise, please keep in mind the following:

  • To receive an incentive, all projects which were reserved by August 31, 2018 must be post-retrofit submitted with all required documentation by October 31, 2018.
     
  • Respond to requests for additional information or corrections from QC reviewers or processors promptly to avoid delays in processing.
     
  • No incentive checks will be issued after December 31, 2018, so please work with our teams to ensure a smooth wind-up of the program.
     
  • Please note: this deadline only applies to Southern California Edison (SCE)/SoCalGas® projects. 

Contractor Insurance Document Requirements

Contractors with projects still the pipeline for processing will still be required to provide General Liability and Workers’ Compensation insurance that lists SCE, SoCalGas and ICF as Certificate holders, when due.

For General Liability insurance, all three parties must also be listed as Additional Insured and a Waiver of Subrogation must be included.

For Workers’ Compensation insurance, a Waiver of Subrogation must be included.

Refer to the Contractor Participation Agreement for more details and contact your account manager if you have any questions.


Remember

  • Building Performance Institute (BPI) Certification Training available 10/15/2018-10/19/2018. Contact Lorelei Penera at (858) 444-3915 for more details.
     
  • 90-Day Cancellation Policy is still in effect.
     
  • Automobile insurance is no longer being requested by the program for continued participation by contractors.
     
  • ICF’s new office address is 49 Discovery Suite 250, Irvine CA 92618. Please update your records.

See September 2018 newsletter for more details on these items.


Go Green Financing Updates

REEL On-Demand Training to Increase Sales 

With rebate availability changing, contractors are using new financing tools for both Home Upgrade projects and beyond. That’s where the state-administered Residential Energy Efficiency Loan (REEL) program comes in.

With REEL, you can offer monthly payment options with no pre-payment penalties for customers, and no cost to contractors. Whether you’re brand new to the program or just need a refresher, we have training resources that can help you!

Sign up Today!

Already a REEL Participating Contractor?

Don’t miss the recent 30-minute Contractor Roundtable that discussed:

  • New marketing resources – including homeowner-facing collateral with your company logo
  • Tips & best practices – including how to sell larger projects by providing a monthly payment estimate

You can download a PDF of the Contractor Roundtable slide deck or watch the recording.  You can also contact the REEL Contractor Support team directly at 1-800-484-0109 or Email to get one-on-one coaching. 

Not yet a REEL Participating Contractor?

It’s easy to get started! The program training takes about 1 hour to complete and is available online, anytime at GoGreenFinancing.com. Not sure if REEL is for you? Contact the REEL Contractor Support team directly at 1-800-484-0109 or Email and we can help. 

 
 

 

SCG - October 4 Program Update

Thursday, October 4, 2018

Meet the Only Rater (for now) Conducting the Program's Free Testing and Processing!

In this issue you can expect to see:

  • Budget Update
  • Limited Time Complimentary Testing and Project Processing
  • Updated Incentive Applications and Info Sheets
  • Smart Thermostat and Pool Heater Clarification
  • BPI Certification Training
  • Go Green Financing Updates

Important Reminders:

  • 90-Day Cancellation Policy is Still in Effect

Budget Update

As of now, 65% of the SoCalGas Only program incentive budget is remaining. Budget updates are scheduled to go out twice a month unless stated otherwise. Please contact your account manager to see how you can take advantage of the remaining incentive budget.


New Highlights

Limited Time Complimentary Testing and Project Processing

We promised you a limited period of complimentary third-party testing and project processing in conjunction with program-approved Raters, and we have delivered on that promise.

ERE Inspections is available to provide post-retrofit diagnostic testing and project processing services. Take advantage of this opportunity to have these services covered by the program at no cost to you.

Please note: Raters may also offer special pricing on Advanced Home Upgrade testing and processing – check with your Rater for details. These savings can help you increase sales by passing discounted pricing on to your customers. 

Contact the program-approved Raters at the information below:

ERE Inspections

Roman Leonelli

(310) 807-4800  

Approved Raters will be added to the list once they meet specified program requirements, to offer you a wider selection to choose from.


Updated Calculators

The Home Upgrade and Advanced Home Upgrade Calculators have been updated to reflect the changes to the SoCalGas only program and are now available for download from the contractors’ website.


Updated Incentive Application Forms and Info Sheets

The Incentive Application Forms have been updated to reflect updated terms and conditions, eligible measures and the new Home Upgrade Program branding. Please download from the contractors website immediately and use for any new projects. A grace period in which Participating Contractors can continue to use the old forms ends October 31, 2018. Effective November 1, 2018 all projects submitted must use the new forms and no exceptions will be made.

The Information Sheets have also been updated to reflect the new branding and include the addition of new measures: auto-diverting tub spout with thermostatic shut-off showerhead, gas-fired pool heater, smart thermostat and pipe wrap.

Clarification: Smart Thermostats and Pool Heaters

There have been questions about how the smart thermostat and pool heaters contribute to the final incentive per project. The clarification outlined below will help answer these questions.

Smart thermostats and pool heaters do not count toward the three measure minimum requirement for eligibility.

However, a contractor can add a smart thermostat or pool heater to a project that already has the three qualifying measures, bringing the energy savings to the 10 percent threshold or minimum dollar limit ($1,200 for SoCalGas/LADWP and $360 for SoCalGas/Non-LADWP projects). Please see the table below illustrating this.

Please contact your account manager if you have any questions.


Building Performance Institute (BPI) Certification Training

Are you looking to help your clients reduce their energy bills while improving their comfort and safety? Expand your business? Looking to renew your expired BPI certification?

A Building Analyst (BA) certification course will take place from Monday, October 15, 2018 to Friday, October 19, 2018. For additional information and to register contact:

Lorelei Penera
(858) 444-3915


Remember

  • 90-Day Cancellation Policy is still in effect.
     
  • Additional Automobile insurance is no longer requested by the program for initial or continued participation by contractors. Please be sure to still follow the state automobile insurance requirements. 
     
  • ICF’s new office address is 49 Discovery Suite 250, Irvine CA 92618. Please update your records.

See September 2018 newsletter for more details on these items.


Go Green Financing Updates

REEL On-Demand Training to Increase Sales

With rebate availability changing, contractors are using new financing tools for both Home Upgrade projects and beyond. That’s where the state-administered Residential Energy Efficiency Loan (REEL) program comes in.

With REEL, you can offer monthly payment options with no pre-payment penalties for customers, and no cost to contractors. Whether you’re brand new to the program or just need a refresher, we have training resources that can help you!

Sign Up Today!

Already a REEL Participating Contractor?

Don’t miss the recent 30-minute Contractor Roundtable that discussed: 

  • New marketing resources – including homeowner-facing collateral with your company logo
  • Tips & best practices – including how to sell larger projects by providing a monthly payment estimate 

You can download a PDF of the Contractor Roundtable slide deck or watch the recording. You can also contact the REEL Contractor Support team directly at 1-800-484-0109 or Email to get one-on-one coaching.  

Not yet a REEL Participating Contractor?

It’s easy to get started! The program training takes about 1 hour to complete and is available online, anytime at GoGreenFinancing.com. Not sure if REEL is for you? Contact the REEL Contractor Support team directly at 1-800-484-0109 or Email and we can help. 

 

 

SCE - September Program Update

Thursday, September 6, 2018

 

Attention All: Joint Program is closed for reservations!

Complete Construction as soon as possible.

In this issue you can expect to see:

  • Thank you to all Contractors!
  • Something for your Customers in the SCE and SoCalREN Territories: SoCalGas Only Program
  • New: Contractor Insurance: Additional Insured/Certificate Holder Requirement for SCE
  • New: Building Performance Institute (BPI) Certification Training
  • Important Deadline: Post-Retrofit Submissions
  • QC Corner
  • Financing Updates from CHEEF/REEL

Thank You, Contractors, for Contributing to our Success!

SCE, SoCalGas and the program team would like to extend our sincere appreciation to all Participating Contractors for your contributions to helping the program achieve unprecedented levels of success. Thanks to you, your customers and your staff, the program was able to help drive advances in the home performance market in Southern California and help bring our state closer to its energy savings goals. Here are just a few ways your work brought positive impacts:

Homes Upgraded: 8,776

Incentives Paid to Customers: $24 Million+

Electric Savings (kWh): 10,800,000+

Gas Savings (therms): 1,041,000+

The energy you helped save is equivalent to removing more than 13,500 metric tons of CO2 – making a real impact and helping improve quality of life for your customers and all Californians. We are proud of what we have achieved together and look forward to working with you again on future program endeavors. 


Something for your Customers in the SCE and SoCalREN Territories: SoCalGas Only Program

Beginning September 1, 2018 both the Southern California Regional Energy Network (SoCalREN) and joint SCE/SoCalGas territories will become part of the SoCalGas Only Program. This will cover all territories where SoCalGas provides gas service.

Projects will be incentivized at the rate of 30% of the total incentive amount (for Home Upgrade) or total energy savings amount (for Advanced Home Upgrade) for projects in the SoCalGas Municipalities excluding the Los Angeles Department of Water and Power (LADWP).

LADWP customers will continue to receive 100% of the incentive when additional conditions are met.

The program will be working in partnership with Raters to offer free third-party diagnostic testing and project processing, too! You could save up to $1,000 per project and pass these savings on to your customers. Please contact your account manager for more details.


New: Contractor Insurance: Additional Insured/Certificate Holder Requirement for SCE

Even though the SCE/SoCalGas program is no longer accepting new reservations, contractors who currently have projects in the pipeline for post-retrofit processing must ensure that SCE is listed as an additional insured/certificate holder on their insurance documents until December 31, 2018. This requirement applies to both general liability and workers’ compensation insurance.


New: Building Performance Institute (BPI) Certification Training

Are you looking to help your clients reduce their energy bills while improving their comfort and safety? Expand your business? Looking to renew your expired BPI certification?

There is an upcoming Building Analyst (BA) certification course scheduled to take place from Monday, October 15, 2018 to Friday, October 19, 2018. For additional information and to register contact:

Lorelei Penera

Phone: 858.444.3915

Email


Important Deadline: Post-Retrofit Submissions

To ensure this deadline is clear and concise, please keep in mind the following:

  • To receive an incentive, all projects that were reserved by August 31, 2018 must be post-retrofit submitted with all required documentation by October 31, 2018. No exceptions.
  • Please note: this deadline only apply to SCE/SoCalGas projects. No incentive checks will be issued in 2019.

Reminder: New Contractor Participation Agreement

The Contractor Participation Agreement was updated earlier this year to be more contractor-friendly and is now available on the contractor website here

The account management team has been reaching out to contractors to ensure that they comply with this requirement. We are happy to report that most contractors have responded and are in compliance.

If you have received an email with the documents for completion, please reply as soon possible. Failure to return the signed documents could result in your projects not being processed before the program closing date. 

Remember

  • BPI On-Staff for Advanced Home Upgrade is no longer a requirement for participation in the program.
  • Mentoring is no longer required by the program.
  • 90-Day Cancellation Policy is still in effect.

Review the August 2018 newsletter for more information on these topics. 


ICF has moved to a new location

The ICF team has moved to a new office, located at:

49 Discovery Suite 250
Irvine CA 92618

Please update your records and notify your insurance providers to send all mail to this location.


QC Corner

The Program has recently seen an increase in the number of Advanced Home Upgrade projects being delayed due to contractors and auditors using incorrect default values. As you know, the Program has a number of building elements that require the use of default values. If you are unsure what building components require default values consult the following documents:

Based on whether you are submitting a default path project, a custom path project or a custom path project with utility bill calibration, there are different requirements for which default values to use. Consulting the Snugg Pro Energy Modeling Guide Version 2.0 and the OptiMiser® Energy Modeling Guide Version 1.0 will help you understand how default values are used in the various paths.

The following default values not included in the Vintage Default Table but included in the Snugg Pro and OptiMiser manuals are for plug load appliances including:

  • Refrigerators: 691 kWh/yr.
  • Dishwashers: E.F. 0.62
  • Clothes Washer: E.F 1.29

If you have questions regarding any of these values please reach out to your ICF account manager, or RHA.


Financing Updates from CHEEF/REEL

REEL Accepts Home Upgrade Inspections to Streamline Paperwork

Although customers appreciate the benefits of energy efficiency programs, the inspection process can sometimes be daunting. That’s why the Residential Energy Efficiency Loan (REEL) program and the Home Upgrade program work together to streamline inspections for projects that go through both programs.

With financing, it’s even easier to sell larger projects, including Home Upgrade projects.

  • If you finance a project using REEL that also goes through a utility rebate program like Home Upgrade, you’re in luck! Home Upgrade projects are already held to a high standard of quality. The REEL program accepts the Home Upgrade inspection rates, and there are no additional REEL inspections.
  • If you finance a project using REEL that does not go through an IOU or REN rebate program, the REEL program may initiate random project inspections after the loan closes, to ensure all measures are installed.

Already a REEL Participating Contractor, but haven’t used REEL yet?

The REEL Contractor Support team is here to help. With one click or call, you can get up to speed on the program process and marketing resources, including co-branded collateral. Contact the REEL Contractor Support team at 1-800-484-0109 or REEL@frontierenergy.com to get one-on-one coaching. 

Not yet a REEL Participating Contractor?

Visit GoGreenFinancing.com to fill out an application and complete the 1-hour program training course online, anytime. 

 

 

SCG Only - September Program Update

Thursday, September 6, 2018

Explore our new program! Free testing and processing now available.

In this issue you can expect to see:

  • Budget Update
  • Contractor Automobile Insurance No Longer Required
  • Contractor Participation Agreement
  • Statewide Branding Update
  • Upcoming BPI Certification Training
  • QC Corner
  • Financing Updated from CHEEF/REEL

Important Reminders:

  • BPI On-Staff for Advanced Home Upgrade No Longer a Requirement
  • Mentoring No Longer Required
  • 90-Day Cancellation Policy is Still in Effect

Budget Update

As of now, 67% of the SoCalGas Only program incentive budget is remaining. Budget updates are scheduled to go out twice a month unless stated otherwise. Please contact your account manager to see how you can take advantage of the remaining incentive budget.


Something for your Customers in SCE and SoCalREN Territories: SoCalGas Only Program

Beginning September 1, 2018 both the Southern California Regional Energy Network (SoCalREN) and joint Southern California Edison (SCE)/SoCalGas territories will become part of the SoCalGas Only Program. This will cover all territories where SoCalGas provides gas service.

Projects will be incentivized at the rate of 30% of the total incentive amount (for Home Upgrade) or total energy savings amount (for Advanced Home Upgrade) for projects in the SoCalGas Municipalities excluding the Los Angeles Department of Water and Power (LADWP).

LADWP customers will continue to receive 100% of the incentive when additional conditions are met.

The program will be working in partnership with Raters to offer free third-party diagnostic testing and project processing, too! You could save up to $1,000 per project and pass these savings on to your customers. Please contact your account manager for more details.


New: Contractor Automobile Insurance No Longer Required

Based on feedback from our contractors, the program has re-evaluated its insurance requirements and will no longer request proof of automobile insurance coverage for initial or continued participation, effective immediately. Contractors must be in compliance with state law on automobile insurance, but the program will not be requiring additional coverage. Going forward, the program will not request automobile insurance documents or place contractors in a probationary status due to lack of automobile insurance documents.


New: 2018 Contactor Participation Agreement Needed for Continued Participation

The Contractor Participation Agreement was updated earlier this year to be more contractor-friendly and is now available on the contractor website here. The account management team has been reaching out to contractors to ensure that they comply with this requirement. We are happy to report that most contractors have responded and are in compliance. If you have received an email with the documents for completion, please reply as soon possible. Failure to return the signed documents could result in your inability to submit projects to the program. 


Energy Upgrade California® Home Upgrade Brand Update

The Energy Upgrade California Home Upgrade program approved new branding for the statewide program during 2017, and SoCalGas approved and adopted the new branding effective September 1, 2018.

Incentive Application forms, information sheets and all other program documents will be updated with the new logo and contractors will be notified via e-blast when they are available for download from the website. New logos for contractor use and the updated Energy Upgrade California Style Guide will be available here. Please contact Karen Sturgeon with SoCalGas for any questions related to branding updates. 


New: Building Performance Institute (BPI) Certification Training

Are you looking to help your clients reduce their energy bills while improving their comfort and safety? Expand your business? Looking to renew your expired BPI certification?

There is an upcoming Building Analyst (BA) certification course scheduled to take place from Monday, October 15, 2018 to Friday, October 19, 2018. For additional information and to register contact:

Lorelei Penera

Phone: 858.444.3915

Email


Remember

  • BPI On-Staff for Advanced Home Upgrade is no longer a requirement for participation in the program.
  • Mentoring is no longer required by the program.
  • 90-Day Cancellation Policy is still in effect.

Review the August 2018 newsletter for more information on these topics. 


ICF has moved to a new location

The ICF team has moved to a new office, located at:

49 Discovery Suite 250
Irvine CA 92618

Please update your records and notify your insurance providers to send all mail to this location.


QC Corner

The Program has recently seen an increase in the number of Advanced Home Upgrade projects being delayed due to contractors and auditors using incorrect default values. As you know, the Program has a number of building elements that require the use of default values. If you are unsure what building components require default values consult the following documents:

Based on whether you are submitting a default path project, a custom path project or a custom path project with utility bill calibration, there are different requirements for which default values to use. Consulting the Snugg Pro Energy Modeling Guide Version 2.0 and the OptiMiser® Energy Modeling Guide Version 1.0 will help you understand how default values are used in the various paths.

The following default values not included in the Vintage Default Table but included in the Snugg Pro and OptiMiser manuals are for plug load appliances including:

  • Refrigerators: 691 kWh/yr.
  • Dishwashers: E.F. 0.62
  • Clothes Washer: E.F 1.29

If you have questions regarding any of these values please reach out to your ICF account manager, or RHA.


Financing Updates from CHEEF/REEL

REEL Accepts Home Upgrade Inspections to Streamline Paperwork

Although customers appreciate the benefits of energy efficiency programs, the inspection process can sometimes be daunting. That’s why the Residential Energy Efficiency Loan (REEL) program and the Home Upgrade program work together to streamline inspections for projects that go through both programs.

With financing, it’s even easier to sell larger projects, including Home Upgrade projects.

  • If you finance a project using REEL that also goes through a utility rebate program like Home Upgrade, you’re in luck! Home Upgrade projects are already held to a high standard of quality. The REEL program accepts the Home Upgrade inspection rates, and there are no additional REEL inspections.
  • If you finance a project using REEL that does not go through an IOU or REN rebate program, the REEL program may initiate random project inspections after the loan closes, to ensure all measures are installed.

Already a REEL Participating Contractor, but haven’t used REEL yet?

The REEL Contractor Support team is here to help. With one click or call, you can get up to speed on the program process and marketing resources, including co-branded collateral. Contact the REEL Contractor Support team at 1-800-484-0109 or REEL@frontierenergy.com to get one-on-one coaching. 

Not yet a REEL Participating Contractor?

Visit GoGreenFinancing.com to fill out an application and complete the 1-hour program training course online, anytime. 

 

 

SCE August 1 Program Update

Wednesday, August 1, 2018

 

 

Budget Update

As of now, 35% of the Southern California Edison (SCE) program incentive budget is remaining. Budget updates are scheduled to go out twice a month unless stated otherwise. Please contact your account managers to see how you can take advantage of the remaining incentives.

 

Worried about the SoCal REN Program ending? We’ve got you!

From August 1 to Aug 31, 2018, all projects in the SoCal REN territory are eligible to participate in the joint SCE/SoCalGas program at the full 100% incentive!

Beginning September 1, 2018 both the SoCal REN and joint SCE/SoCalGas territories will be folded into the SoCalGas only program. Projects will be incentivized at the rate of 30% of the total incentive amount (for Home Upgrade) or total energy savings amount (for Advanced Home Upgrade) for projects in the SoCalGas Municipalities excluding LADWP. The program will be offering free third-party diagnostic testing and project processing, too!

Please contact your account manager if you have any questions.

 

Deadlines: Program Reservations

To ensure deadlines are clear and concise, please keep in mind the following:

  • All reservations for projects in the SCE/SoCalGas service territory must be submitted by August 31, 2018 by 6 p.m. PST unless program funds are exhausted before this date and time.
  • To receive an incentive, all projects reserved by August 31, 2018 must be post-retrofit submitted with all required documentation by October 31, 2018.
  • Please note: these deadlines only apply to SCE/SoCalGas projects. No incentive checks will be issued in 2019.

 

Reminder: Removal of BPI On-Staff Requirement for Advanced Home Upgrade

For access to greater incentives through Advanced Home Upgrade, contractors are no longer required to have BPI Building Analysts (BA) on-staff to offer the Advanced Home Upgrade Pathway, effective immediately.  

Participating Contractors can now work with any third-party BPI BAs in the marketplace to perform diagnostic testing for Advanced Home Upgrade and offer customers this pathway with a BPI BA on-team rather than on-staff.

If you would like more information on submitting Advanced Home Upgrade projects, please contact your account management team.

 

Reminder: Mentoring No Longer Required

Newly trained BPI BAs will no longer need mentoring to perform testing for projects. This also applies to new contractors joining the program.

Although mentoring is not required, it is highly recommended.

 

Reminder: New Contractor Participation Agreement

The Contractor Participation Agreement that was updated in 2018 to be more contractor-friendly is now available on the contractors’ website here. This document must be signed and returned to account managers to remain active in the program. Please ask your account management team if you have questions about any changes.

 

Reminder: 90-Day Cancellation Policy

To ensure that ineligible projects do not tie up reserved incentive funds, the program will continue instituting a 90-day project cancellation policy.

If a project has not been completed within 90 days 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 cancellation. Please contact your account manager if you have any questions or concerns about any at-risk projects.

 

ICF is moving to a new location!

Effective July 30, 2018 our office will be located at:

49 Discovery Suite 250

Irvine CA 92618

Please update your records and notify your insurance providers to send all mail to this location.

 

Financing Updates from CHEEF/REEL

The Numbers Don’t Lie

 The numbers don’t lie: 75% of energy efficiency projects over $10,000 are financed. You can sell higher-value projects by offering financing options to your customers.

One great option is the Residential Energy Efficiency Loan (REEL) program. Promoted by the state of California with the support of the investor-owned utilities, including SCE and SoCalGas, the REEL program offers financing with no fees or pre-payment penalties, and rates as low as 5.99%. With REEL, you can help your customers choose the project they want, including projects through the Home Upgrade program.

 

Already a REEL Participating Contractor, but haven’t used REEL yet?

The REEL Contractor Support team is here to help. With one click or call, you can get up to speed on the program process and marketing resources. Contact the REEL Contractor Support team at 1-800-484-0109 or REEL@frontierenergy.com to get one-on-one coaching. 

 

Not yet a REEL Participating Contractor?

Visit GoGreenFinancing.com to fill out an application and complete the 1-hour program training online, anytime. 

 

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. ©2018 Trademarks used with permission and are property of their respective owners. All rights reserved.

 
 

SCG Only August 1 Program Update

Wednesday, August 1, 2018

 

Summer is Here, Maximize Your Incentives!

 

In this issue you can expect to see:

  • SoCalGas Budget Update: 68% Remaining, Sell and Reserve!
  • Complimentary Third-Party Testing and Project Processing
  • New Measures: Pipe Wrap
  • Marketing Effort for Riverside and LADWP Territories - Lead Program
  • ICF Moving to a New Location
  • Financing Updates from CHEEF/REEL

 

Important Reminders:

  • Sign the New Contractor Participation Agreement!
  • Removal of BPI On-Staff Requirement for Advanced Home Upgrade
  • Review the 90-Day Cancellation Policy
  • Reminder: Mentoring No Longer Required

Budget Update

As of now, 68% of the SoCalGas Only program incentive budget is remaining. Budget updates are scheduled to go out twice a month unless stated otherwise. Please contact your account manager to see how you can take advantage of the remaining incentive budget.

 

Limited Time Only “Summer Special” Complimentary Third-Party Testing and Project Processing

We heard you and we are here to help. Are you interested in getting complimentary diagnostic testing and project processing?

The program is partnering with partnering Raters to provide you with diagnostic testing and project processing at no cost to you for a limited time only starting September 1, 2018.

You could save up to $1,000 per project and pass these saving on to your customers. Please contact your account manager for more details.

 

Worried about the SoCalREN Program ending? We’ve got you!

From August 1 to Aug 31, 2018, all projects in the SoCalREN territory are eligible to participate in the joint SCE/SoCalGas program at the full 100% incentive!

Beginning September 1, 2018 both the SoCalREN and joint SCE/SoCalGas territories will be folded into the SoCalGas only program. Projects will be incentivized at the rate of 30% of the total incentive amount (for Home Upgrade) or total energy savings amount (for Advanced Home Upgrade) for projects in the SoCalGas Municipalities excluding LADWP. The program will be offering free third-party diagnostic testing and project processing, too!

Please contact your account manager if you have any questions.

 

New Measure: Pipe Wrap

The program has brought back the inclusion of pipe wrap as a measure for both Home Upgrade and Advanced Home Upgrade.

This measure will not qualify as a part of the three measure minimum requirement for both Home Upgrade and Advanced Home Upgrade. The measure will not be incentivized in Home Upgrade but will count toward the minimum 10% energy savings requirement.

For Advanced Home Upgrade, the measure will contribute to energy savings and additional incentives through the $130/percentage point calculations. The Incentive Calculators are currently being updated and will be available on the contractors’ website as soon as possible.

The program Info Sheets have been updated to include the new measure and are available for download on the contractors’ website. Please contact your account manager if you have any questions.

 

Marketing Effort for Riverside and LADWP Territories – Lead Program

The program is preparing a marketing blitz for the Riverside and LADWP territories in an effort to generate leads for our contractors and boost participation in the program. 

For those Contractors that have submitted a project in the last 6 months you’re automatically enrolled in this effort.

If you’re interested in participating and not sure if you’re enrolled, please reach out to your account manager for more information.

Catherine Atsu

Email

 

Daniel Glatman

Email

 

Savi Bassa

Email

 

 

Reminder: Removal of BPI On-Staff Requirement for Advanced Home Upgrade 

For access to greater incentives through Advanced Home Upgrade, contractors are no longer required to have BPI Building Analysts (BA) on-staff to offer the Advanced Home Upgrade Pathway, effective immediately.  

Participating Contractors can now work with any third-party BPI BAs in the marketplace to perform diagnostic testing for Advanced Home Upgrade and offer customers this pathway with a BPI BA on-team rather than on-staff.

If you would like more information on submitting Advanced Home Upgrade projects, please contact your account management team.

 

Reminder: Mentoring No Longer Required

Newly trained BPI BAs will no longer be required to attend mentoring sessions in order to perform testing for projects.

This also applies to new contractors joining the program. Although mentoring is not required, it is highly recommended in order to help support contractors with program requirements. To schedule a mentoring session, please contact your account manager.

 

Reminder: New Contactor Participation Agreement

The Contractor Participation Agreement that was updated in 2018 to be more contractor-friendly is now available on the contractor website here. This document must be signed and returned to your account manager to remain active in the program. Please contact your account management team if you have questions about any changes.

 

Reminder: 90-Day Cancellation Policy

To ensure that ineligible projects do not tie up reserved incentive funds, the program will continue instituting a 90-day project cancellation policy. If a project has not been completed within 90 days 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 cancellation. Please contact your account manager if you have any questions or concerns about any at-risk projects.

 

ICF is moving to a new location!

Effective July 30, 2018 our office will be located at:

49 Discovery Suite 250

Irvine CA 92618

 

Please update your records and notify your insurance providers to send all mail to this location.

Financing Updates from CHEEF/REEL

The Numbers Don’t Lie

 The numbers don’t lie: 75% of energy efficiency projects over $10,000 are financed. You can sell higher-value projects by offering financing options to your customers.

One great option is the Residential Energy Efficiency Loan (REEL) program. Promoted by the state of California with the support of the investor-owned utilities, including SCE and SoCalGas, the REEL program offers financing with no fees or pre-payment penalties, and rates as low as 5.99%. With REEL, you can help your customers choose the project they want, including projects through the Home Upgrade program.

 

Already a REEL Participating Contractor, but haven’t used REEL yet?

The REEL Contractor Support team is here to help. With one click or call, you can get up to speed on the program process and marketing resources. Contact the REEL Contractor Support team at 1-800-484-0109 or REEL@frontierenergy.com to get one-on-one coaching. 

 

Not yet a REEL Participating Contractor?

Visit GoGreenFinancing.com to fill out an application and complete the 1-hour program training online, anytime. 

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. ©2018 Trademarks used with permission and are property of their respective owners. All rights reserved.

 

July 3 Program Update

Tuesday, July 3, 2018

Summer is Here, Maximize Your Incentives!

In this issue you can expect to see:

  • Higher Incentives, Window Venting selecting "Yes" No Longer Required
  • Removal of BPI On-Staff Requirement
  • SoCalGas Budget Update: 70% Remaining, Sell and Reserve!
  • New Home Upgrade and Advanced Home Upgrade Incentive Calculators

Important Reminders:

  • Sign the New Contractor Participation Agreement Here!
  • Review the 90-Day Cancellation Policy

Budget Update

As of now, 70% of the SoCalGas Only program incentive budget is remaining. Budget updates are scheduled to go out twice a month unless stated otherwise. Please contact your account manager to see how you can take advantage of the remaining incentive budget.

Removal of BPI On-Staff Requirement for Advanced Home Upgrade 

For access to greater incentives through Advanced Home Upgrade, contractors are no longer required to have BPI Building Analysts (BA) on-staff to offer the Advanced Home Upgrade Pathway, effective immediately.   

Participating Contractors can now work with any third-party BPI BAs in the marketplace to perform diagnostic testing for Advanced Home Upgrade and offer customers this pathway with a BPI BA on-team rather than on-staff.

If you would like more information on submitting Advanced Home Upgrade projects, please contact your account management team.

Mentoring No Longer Required

Newly trained BPI BAs will no longer need mentoring in order to perform testing for projects.

This also applies to new contractors joining the program. Although mentoring is not required, it is highly recommended. To schedule a mentoring session, please contact your account manager.

Reversal of Window Venting Decision: SnuggPro/Optimizer

Are Your Windows Open or Closed?

In mid-February of 2017, Snugg Pro released V5.5 of their energy-modeling software. Contained within the update was an option which allow modelers to choose “Yes” or “No” for “Window Venting.” At the time, window venting was a new energy modeling concept affecting the operation of a home’s HVAC system. The window venting choice made by the modeler had a direct impact on the modeled energy-savings for the project. Around the same time as the Snugg Pro revision, the folks at OptiMiser added a window venting option to their software as well.

The purpose of the window venting option is to more accurately model the home’s energy use. If “Yes” is selected for window venting, the software assumes the homeowner opens the windows and doors based on the temperature difference between the indoors and the outdoors to take advantage of free heating and cooling. This opening of the windows and doors supplements the HVAC system allowing it to run less, therefore using fewer kWh for cooling and fewer therms for heating. If “No” is selected for window venting, the software assumes the homeowner does not open the windows or doors to supplement the HVAC system, thereby relying solely on the HVAC system for all of the home’s heating and cooling needs.

Shortly after the release of V5.5 Program Management made a decision that dictated when modelers should select “Yes” or “No” for window venting. The following was included in the May 1, 2017 decision as to when “Yes” or “No” should be selected:

All Advanced Default path projects, and Advanced Custom path projects that do not submit utility bill data shall check “Yes” for the Window Venting option, on both the base and improved screens. Advanced Custom path projects that submit utility bill data should check “Yes” or “No” for the Window Venting option depending on how the home is operated.

After much consideration a decision has been made to modify the previously stated guideline in an attempt to increase participation in the Program. Effective June 13, 2018 the following policy went into effect:

For Advanced Default path projects and Advanced Custom path projects that do not submit utility bill data, contractors/auditors are no longer required to select “Yes” for window venting. When building energy models in Snugg Pro or OptiMiser contractors/auditors shall be allowed to select either “Yes” or “No” regarding window venting. This determination should be made based on how the home is actually operated. If the homeowner opens the windows to take advantage of the temperature difference between indoors and outdoors to supplement the HVAC system, the contractor/auditor shall select “Yes” for window venting. If the homeowner relies solely on the HVAC system for all the home’s heating and cooling needs, the contractor/auditor shall select “No” for window venting.

No matter what condition the contractor/auditor selects for window venting, the same condition (either “Yes” or “No”) must be selected in the energy model for both the baseline and the improved conditions.

To reiterate, contractor’s and auditors will no longer be required to select “Yes” for window venting on Advanced Default path projects and Advanced Custom path projects that do not submit utility bill data. Instead they should select “Yes” or “No” based on the way the home is actually operated.

New Home Upgrade and Advanced Home Upgrade Incentive Calculators

To accommodate new measures recently added to the Gas Only program, new incentive calculators are now available on the contractor website. As a reminder the three new measures are:

  • Smart Thermostats
  • Auto- Diverting Tub Spouts
  • Pool Heaters 

These measures contribute to the minimum 10% energy savings requirement in Advanced Home Upgrade.

Reminder: New Contactor Participation Agreement

The Contractor Participation Agreement that was updated in 2018 to be more contractor-friendly is now available on the contractor website here. This document must be signed and returned to your account manager to remain active in the program. Please ask your account management team if you have questions about any changes.

Reminder: 90-Day Cancellation Policy

To ensure that ineligible projects do not tie up reserved incentive funds, the program will continue instituting a 90-day project cancellation policy. If a project has not been completed within 90 days 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 cancellation. Please contact your account manager if you have any questions or concerns about any at-risk projects.

QC Corner

SoCalGas Energy Upgrade California Home Upgrade is Open for Business as Usual

With the SCE/SoCalGas Joint Program winding down before the end of the year, we wanted to be sure contractors and auditors working in (or thinking about working in) the SoCalGas territories understand that the SoCalGas Program is open and will remain open for business. In addition, the Program has added new measures including smart thermostats, auto diverting tub spouts and pool heaters to help entice prospective customers. For specific dates regarding the SCE/SoCalGas Energy Upgrade California Home Upgrade Joint program closing, please see the QC Corner article in the July 1, 2018 SCE/SoCalGas Joint Program newsletter, or contact your account manager.

The SoCalGas program is scheduled to operate unchanged through 2018 and into 2019. In 2019, the program will be revamped and run by a third-party implementer. At this point in time, the design of the new program has not been established by a non-utility implementer.

The SoCalGas territory covers a large geographical area served by a variety of municipal electric suppliers allowing contractors the ability to work in many different regions. Key areas include LADWP territory and the city of Riverside — due to larger incentives offered when working in these areas. If LADWP and the city of Riverside are out of your normal service territory there are still many other opportunities for you to bring more homeowners into the program.

For specifics regarding a particular territory or any of the new energy-efficiency measures contact your account manager for details.

Financing Updates from CHEEF/REEL

Top 3 Ways to Introduce Your Customers to REEL Financing

Your customers have a choice when it comes to finding the REEL lender that’s right for them when completing a Home Upgrade project or other energy efficiency improvement. And you have the resources you need to connect your customers to those lenders. Here are a few tips to help you make that connection.

  1. Explain that REEL offers lenders you can trust. REEL financing is promoted by the state of California, with the support of SCE and SoCalGas.
  2. If your customer is a technology user, direct them to GoGreenFinancing.com, where they’ll find everything they need to learn more about REEL—including finding the lender who’s right for them.
  3. If your customer prefers paper, give them a copy of the REEL Lenders Chart (which contains general information about all lenders) or share a copy of the appropriate REEL Lender profiles (which provide detailed information about specific lenders).

Visit GoGreenFinancing.com to fill out an application and complete the 1-hour program training online, anytime. Or, contact the REEL Contractor Support team at 1-800-484-0109 or Email.

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. ©2018 Trademarks used with permission and are property of their respective owners. All rights reserved.

 

SCE - July 3 Program Update

Tuesday, July 3, 2018

 

 

Attention All:

Joint Program Closing August 31 or When Funds are Depleted!

In this issue you can expect to see:

  • Sell and Reserve Projects!
  • Budget Remaining 38%

Important Reminders:

  • Sign the New Contractor Participation Agreement Here!
  • Review the 90-Day Cancellation Policy

Budget Update

As of now, 38% of the Southern California Edison (SCE) program incentive budget is remaining. Budget updates are scheduled to go out twice a month unless stated otherwise. Please contact your account managers to see how you can take advantage of the remaining incentives.

SCE/SoCalGas® Home Upgrade Program Sunset Date

The last day to reserve projects in the SCE/SoCalGas territory will be August 31, 2018 by 6 p.m. PST unless program funds are exhausted before this date and time.

It is imperative that you reserve your projects, receive confirmation as soon as possible, and before construction begins to ensure you protect your company from liability. This will help maintain your good reputation with your customers. The last day to post-retrofit submit projects in this territory will be October 31, 2018 by 6 p.m. PST.

Deadlines: Program Reservations

To ensure deadlines are clear and concise, please keep in mind the following:

  • All reservations for projects in the SCE/SoCalGas service territory must be submitted by August 31, 2018 by 6 p.m. PST unless program funds are exhausted before this date and time.
  • In order to receive an incentive, all projects reserved by August 31, 2018 must be post-retrofit submitted with all required documentation by October 31, 2018.
  • Please note: these deadlines only apply to SCE/SoCalGas projects. No incentive checks will be issued in 2019.

Removal of BPI On-Staff Requirement for Advanced Home Upgrade

For access to greater incentives through Advanced Home Upgrade, contractors are no longer required to have BPI Building Analysts (BA) on-staff to offer the Advanced Home Upgrade Pathway, effective immediately.   

Participting Contractors can now work with any third-party BPI BAs in the marketplace toa perform diagnostic testing for Advanced Home Upgrade and offer customers this pathway with a BPI BA on-team rather than on-staff.

If you would like more information on submitting Advanced Home Upgrade projects, please contact your account management team.

Reversal of Window Venting Decision: SnuggPro/Optimizer

Are Your Windows Open or Closed?

In mid-February of 2017, Snugg Pro released V5.5 of their energy-modeling software. Contained within the update was an option which allow modelers to choose “Yes” or “No” for “Window Venting.” At the time, window venting was a new energy modeling concept affecting the operation of a home’s HVAC system. The window venting choice made by the modeler had a direct impact on the modeled energy-savings for the project. Around the same time as the Snugg Pro revision, the folks at OptiMiser added a window venting option to their software as well.

The purpose of the window venting option is to more accurately model the home’s energy use. If “Yes” is selected for window venting, the software assumes the homeowner opens the windows and doors based on the temperature difference between the indoors and the outdoors to take advantage of free heating and cooling. This opening of the windows and doors supplements the HVAC system allowing it to run less, therefore using fewer kWh for cooling and fewer therms for heating. If “No” is selected for window venting, the software assumes the homeowner does not open the windows or doors to supplement the HVAC system, thereby relying solely on the HVAC system for all of the home’s heating and cooling needs.

Shortly after the release of V5.5 Program Management made a decision that dictated when modelers should select “Yes” or “No” for window venting. The following was included in the May 1, 2017 decision as to when “Yes” or “No” should be selected:

All Advanced Default path projects, and Advanced Custom path projects that do not submit utility bill data shall check “Yes” for the Window Venting option, on both the base and improved screens. Advanced Custom path projects that submit utility bill data should check “Yes” or “No” for the Window Venting option depending on how the home is operated.

After much consideration, a decision has been made to modify the previously stated guideline in an attempt to increase participation in the Program. Effective June 13, 2018 the following policy went into effect:

For Advanced Default path projects and Advanced Custom path projects that do not submit utility bill data, contractors/auditors are no longer required to select “Yes” for window venting. When building energy models in Snugg Pro or OptiMiser contractors/auditors shall be allowed to select either “Yes” or “No” regarding window venting. This determination should be made based on how the home is actually operated. If the homeowner opens the windows to take advantage of the temperature difference between indoors and outdoors to supplement the HVAC system, the contractor/auditor shall select “Yes” for window venting. If the homeowner relies solely on the HVAC system for all the home’s heating and cooling needs, the contractor/auditor shall select “No” for window venting.

No matter what condition the contractor/auditor selects for window venting, the same condition (either “Yes” or “No”) must be selected in the energy model for both the baseline and the improved conditions.

To reiterate, contractor’s and auditors will no longer be required to select “Yes” for window venting on Advanced Default path projects and Advanced Custom path projects that do not submit utility bill data. Instead they should select “Yes” or “No” based on the way the home is actually operated.

Mentoring No Longer Required

Newly trained BPI BAs will no longer need mentoring in order to perform testing for projects. This also applies to new contractors joining the program.

Although mentoring is not required, it is highly recommended

Reminder: New Contractor Participation Agreement

The Contractor Participation Agreement that was updated in 2018 to be more contractor-friendly is now available on the contractor website here. This document must be signed and returned to account managers to remain active in the program. Please ask your account management team if you have questions about any changes.

Reminder: 90-Day Cancellation Policy

To ensure that ineligible projects do not tie up reserved incentive funds, the program will continue instituting a 90-day project cancellation policy.

If a project has not been completed within 90 days 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 cancellation. Please contact your account manager if you have any questions or concerns about any at-risk projects.

QC Corner

All Good Things Must Come to an End

It’s hard to believe we are approaching the end of the SCE/SoCalGas Joint Program’s lifecycle. Almost 12,000 homes have gone through the program since its inception. Considering the program’s modest beginning when very few home performance contractors or BPI analysts were in the area, we have all come a very long way helping homeowners save money on utility bills while adding comfort and increasing health and safety in their homes.

Contractors, auditors and their teams should be very proud of their contributions in terms of energy-savings and reduced emissions with the energy-saving measures they installed for their customers.

Since the Joint Utility Program’s inception participants have saved or will save an estimated:

  • 10.5 million kWh of electricity
  • 1 million therms of natural gas equating to reduced greenhouse gas emission from approximately:

           o  32 million miles driven by an average passenger vehicle

           o  Burning 1.5 million gallons of gasoline

Adding to that, the comfort, health, and safety aspects that were provided to homeowners, you all have a lot to feel good about.

Important Upcoming Dates:

August 31, 2018 will be the last day to create new projects and reserve incentive dollars, unless all remaining incentive funding has been exhausted prior to that date. If you miss the August 31 project creation date your project will not be accepted.

October 31, 2018 will be the last day projects may be Post Retrofit submitted to the Program. Based on budgeting and accounting procedures these dates are firm. If you met the August 31 project creation date but missed the October 31 Post Retrofit submission date, your project will not be processed and no incentive will be paid out.

Please take note of these dates and be sure your submissions are made prior to the deadlines to prevent any unsatisfied homeowners or contractors. We encourage all contractors and auditors to submit their projects in a timely manner.

Once projects have been Post Retrofit submitted they will work their way through the review process. If during the review it is determined a contractor/auditor needs to submit additional documentation or perform additional work, those project issues will be accommodated after October 31, but must be completed by November 30.

Program Management will be working alongside ICF and RHA to ensure that all projects are processed in a timely manner before the final deadline. We encourage all contractors and auditors to reach out to their account managers with any questions or concerns as soon as possible. This communication will go a long way in helping to ensure that we close out each and every project before November 30. We understand unexpected issues arise. Alerting your account manager or program manager at RHA will allow us to help you make sure small issues do not turn into big issues.

PLEASE TAKE NOTE: The SoCalGas program is scheduled to operate unchanged through the entirety of 2018 and into the second quarter of 2019. In 2019, the program will be revamped and run by a third-party implementer. At this point the design of the new program not been established.

Financing Updates from CHEEF/REEL

Top 3 Ways to Introduce Your Customers to REEL Financing

Your customers have a choice when it comes to finding the REEL lender that’s right for them when completing a Home Upgrade project or other energy efficiency improvement. And you have the resources you need to connect your customers to those lenders. Here are a few tips to help you make that connection.

  1. Explain that REEL offers lenders you can trust. REEL financing is promoted by the state of California, with the support of SCE and SoCalGas.
  2. If your customer is a technology user, direct them to GoGreenFinancing.com, where they’ll find everything they need to learn more about REEL—including finding the lender who’s right for them.
  3. If your customer prefers paper, give them a copy of the REEL Lenders Chart (which contains general information about all lenders) or share a copy of the appropriate REEL Lender profiles (which provide detailed information about specific lenders).

Visit GoGreenFinancing.com to fill out an application and complete the 1-hour program training online, anytime. Or, contact the REEL Contractor Support team at 1-800-484-0109 or Email.

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. ©2018 Trademarks used with permission and are property of their respective owners. All rights reserved.

 

 

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