Joint Program: It's a Wrap!

Program Requirement
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.


  • 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 You can also avoid registration lines by pre-registering online for a speed badge at  

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