November 1 Program Update

Program Requirement
Wednesday, November 1, 2017

November 1 Program Update

Greetings to all Participating Contractors in the Southern California Edison (SCE) and SoCalGas® Energy Upgrade California® Home Upgrade Program. Thank you to all Participating Contractors who have made 2017 a very successful year through high participation and strong engagement at Program events! To close out a great 2017, summarized below are important deadlines and tips to make the transition into another successful year as smooth as possible. 

SCE/SoCalGas Program Updates

Reminder: Important Post-Retrofit Submission Deadline
All projects must be post-retrofit submitted, with all required documentation, by November 15, 2017 6:00 p.m. PST. Additionally, you must resolve all QA/QC issues and documentation issues by December 22, 2017 in order to receive a Notice of Incentive Approval (NOIA) and an incentive in 2017.

Reminder: Standalone Rebates Still Available
SCE and SoCalGas offer standalone rebates for various measures. Check the SCE website and the SoCalGas website for more information.

Reminder: SoCalREN Program Still Available
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

Update for 2018
The Program will not accept any new reservations until January 2, 2018. For 2018 projects, the qualified energy efficiency measures must be sold to the customer, purchased, tested, and completely installed between January 1, 2018, and December 31, 2018, by a Participating Contractor. NO EXCEPTIONS. 

Tips on Post-Retrofit Submissions
Below are some tips and best practices to minimize any delays in project processing in order to receive an incentive sooner.

  • Schedule the city inspection for your project before the post-retrofit submission deadline of November 15, 2017.
  • Create a customized checklist of documents needed for each project. The best resource to create a customized checklist is the Incentive Application V10. All incentive applications indicate what is required or recommended based on the scope of work.
  • 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.
  • 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.
  • Ensure all invoices are itemized and include all measures being claimed for projects submitted to the Home Upgrade Program. Invoices marked "paid in full" should show a zero balance owed. 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.
  • Check that the correct customer name, address, service account and dates are listed on the Incentive Application. To reduce any errors, have the utility bills handy to verify the correct information.
  • Include test-in date-stamped images of specific building components and appliances for all Custom Value Advanced path projects. The Advanced Home Upgrade Test-In Photo Documentation sheet here clearly summarizes what is required. 
  • Take advantage of workload management reports. Participating Contractors have access to workload management reports in which the 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.Under "Select Report," choose the appropriate utility. Click "Generate Report" to display the report to easily access important information about your projects.

If you have any questions or need guidance on post-retrofit submissions, please contact your account management team.

Home Performance Coalition (HPC) Conference & Trade Show Coming Up!
The 2017 HPC Conference is taking place on November 14 and 15 in 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. For more information about the full conference agenda, please click here.

Thank you to all Participating Contractors who participated in the HPC Conference Ticket Raffle! Congratulations to our winners of the ticket raffle, Building Doctors and Add Insulation!

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 customers 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.

QC Corner

The Future of Pressure and Flow Measurement Is Here Now
One of the most useful tools for any building performance contractor, HERS rater or BPI Building Analyst is their trusty manometer. Few days go by when the device is not put into service measuring building leakage, duct leakage, worst case depressurization, pressure differentials, exhaust flow, or an array of other pressure and flow measurements needed to ensure that a home is operating efficiently and safely.

Just as smart phones have replaced older technology, the time has come for existing manometers to make way for new high-tech instruments. These instruments can perform not only pressure and flow measurements, but also include a variety of connectivity options and a host of other advanced features-making these new devices practically indispensable.

The two major manufactures of manometers used by the home performance industry (in no particular order) are The Energy Conservatory (TEC) and Retrotec. Both companies have introduced entirely new touch-screen manometer/flow meters: Retrotec's DM-32 and TEC's DG-1000. To make these devices even more powerful, each manufacturer offers an app that expands the instruments' capabilities while making operation a breeze. With these new introductions, Retrotec's DM-2 and TEC's DG-700 are no longer available from the manufacturers.

By no means is the Program advising you to buy these new pieces of equipment just for the sake of buying them. However, if you are in the market to purchase new equipment, these new tools are worth considering. Keep in mind that Retrotec's DM-32 works with Retrotec equipment and is also compatible with TEC blower doors and duct blasters as well as a host of other TEC equipment. Each company has quite a bit of information online pertaining to the new instruments. In addition, both manufacturers have numerous videos available online describing their new devices. The video links below give in-depth instruction regarding proper use of the pressure and flow gauges in a variety of applications. One of the best ways to stay abreast of upcoming trainings and webinars is to sign up for the company's newsletters (the second link listed under each company).

For more information, follow the links below:

The Energy Conservatory


An Excellent Holiday Gift for Your Customers

With the holidays rapidly approaching, it would be nice to have a few extra bucks in your pocket. You can do your part to see to it that your customers receive their incentives in time for holiday gifts, parties, home improvements or just to stash away for a rainy day.

ICF, RHA and Program management have been hard at work for the last few months assisting Participating Contractors with project completion. The Program has recently communicated the importance of having all projects post-retrofit submitted by November 15 for incentives to be paid prior to year-end. Once projects have been post-retrofit submitted, it's important that Participating Contractors complete their punch lists and address any issues brought up by the Program in a timely manner. Not doing so might keep projects from being processed, and the customer's incentive will be delayed.

Your help will go a long way in closing out projects. Our tech reviewers, Account Managers and coordinators have been and will continue to work closely with one another to keep Participating Contractors informed regarding documents, images or any other items that may be required to close out a project.

We realize that this will be a busy time for many Participating Contractors as you complete your final projects of the year. By taking the time to supply requested documentation, there is a better chance that all of your projects will close out in a timely manner. Doing so will allow your customers to receive their incentive in a timely manner, and that's a great holiday gift!