News and Updates

February 1 Program Updates

Wednesday, February 1, 2017

Don't forget to register for the Southern California Edison (SCE) and SoCalGas® Energy Upgrade California® Home Upgrade 2017 Program Year Kick-Off event scheduled for next Tuesday, February 7! Get updated on the 2017 program, new marketing materials, and a chance to win great tools! More details and the link to register are listed below.

SCE/SoCalGas Program Updates

One Year Cancellation Policy

In order to ensure that ineligible projects do not tie up reserved incentive funds, the program is now instituting a one year project cancellation policy. 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. Please contact your Account Manager if you have any questions or concerns about any at-risk projects.  

Buried Duct Insulation Credit

For projects reserved on or after February 15, 2017 to claim R-8 duct insulation credit when duct sleeve insulation is less than R-8, the following requirements must be met:

  1. Ducts must have a minimum insulation sleeve value of R-6 prior to being buried, and be completely buried in loose fill fiberglass or loose fill cellulose insulation, to claim credit for a duct insulation value of R-8.
  2. Ducts must be covered by loose fill insulation to a level that is consistent throughout the entire attic area. Credit may not be taken for duct insulation when the surrounding attic insulation is lower than the top of the ducts and insulation is mounded over the area of the ducts. This requirement applies only to supply ducts, not to return ducts.
  3. Participating Contractors must submit an insulation certificate (or include a line on the current insulation certificate for wall, attic or floor insulation) to indicate the duct sleeve R-Value of the buried duct.
  4. A buried duct diagram is not required.

To claim buried duct effective R-Values greater than R-8 (as shown in Table 14 on Page 41 of the 2016 Residential Alternative Calculation Method Reference Manual) the following requirements must be met:

  1. Attic insulation must be certified by a HERS rater for Verified Quality Insulation Installation (QII). All applicable documentation (CF2R/3R-MCH-29 [buried ducts] and ENV-21, -22 and -23 [QII]) must be submitted to VisionDSM. A buried duct diagram is not required.
  2. Ducts must have a minimum insulation sleeve value of R-6 prior to being buried to claim buried duct effective R-Values from Table 14.
  3. Duct runs must be positioned to rest on the ceiling gypsum or be no more than 3.5" from the ceiling gypsum.
  4. Attic insulation must be a minimum of R-30 blown-in (loose fill fiberglass or loose fill cellulose) insulation (or a minimum of R-38 if claiming the attic insulation measure).
  5. Credit will be given for buried ducts on the ceiling only in areas where the ceiling is level and there is at least 6" of space between the outer jacket of the installed duct and the roof sheathing above.
  6. Ducts deeply buried in lowered areas of the ceiling and covered by at least 3.5" of insulation above the top of the duct insulation jacket may claim effective insulation of R-25 for fiberglass insulation and R-31 for cellulose insulation.

Reminder: Always Keep a Visual Record of Your Work!

Contractors are required to document various aspects of their projects. Date-stamped images of all pre-retrofit building details that affect the energy consumption of a home must be captured for all projects. Images are to be kept on file with the Participating Contractor until the project has been closed out. Images to be captured include but are not limited to: AC condensers, furnaces, heat pumps, ductwork, water heaters, insulation levels (attic, wall, crawlspace), attics, walls, knee walls, crawlspaces, windows and doors. Having these photos on file can help eliminate delays with processing should the need for verification arise.

Reminder: Test-In Manometer Images Requirement for Advanced Home Upgrade Custom Values projects

AHU Custom Values projects reserved on or after October 15, 2016 require that date-stamped images of test-in blower door and duct test manometers be submitted via the WebApp during the post-retrofit submittal process. If a hazardous condition prohibits blower door and duct testing at test-in, contractors will not be required to submit manometer images. These situations will allow vintage default values to be used in place of actual test results.

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

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.

Historic Building Energy Efficiency Program (HBEEP)

Do you have customers in the SoCalGas/municipal territory with homes built in 1940 or earlier?  These homes have special historic characteristics to preserve, but can still greatly benefit from energy-saving upgrades, especially whole building air sealing and insulation measures. Participating Contractors who become HBEEP contractors offer upgrades to these customers that maintain the historic nature of the home, and incentives at 100% of the calculated amount.

If you would like more information on how to become an HBEEP contractor, please contact your Account Manager.

2017 Program Year Kick-off Event

Tuesday, February 7, 2017

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

 

SoCalGas Energy Resource Center

9240 Firestone Blvd

Downey, CA 90241

 

Join the Home Upgrade program team for the 2017 Program Year Kick-Off Event! Specific topics that will be covered include:

  • Testing by Measure review
  • New Info Sheets, Incentive Application Forms and Incentive Calculators
  • Best practices
  • Marketing materials and co-branding
  • SB 1414
  • SoCalGas Historic Building Energy Efficiency Program
  • Buried ductwork greater than R-8, appliance ambient testing and more!

All attendees will receive a bag with updated program materials, a presentation flash drive and more! In addition, we will give a $200 gift certificate to TruTech Tools to one lucky winner. Breakfast will be provided and BPI CEUs are available.

January 18 Program Updates

Wednesday, January 18, 2017

To help get back into the swing of things for 2017, the Southern California Edison (SCE)/SoCalGas® Energy Upgrade California® Home Upgrade team has scheduled training courses for you and your staff. Please be sure to join us on January 31 for the first Project Processing training of the year, and don't miss out on the 2017 Program Year Kick-Off event on February 7! Both sessions will highlight the 2017 Program Changes as well as other updates! More information about both of these training courses is noted below.

SCE/SoCalGas Program Updates

 

Updated 2017 Documentation and Tools

The SCE/SoCalGas program has updated all documentation and systems to reflect the updated changes for 2017. Updated documents are now available on the Contractor Website under Program Resources. Please be sure to cease using old versions of documents, and inform your staff about the updates. PLEASE NOTE: the 2017 documents listed below must be used in all projects going forward:

  • Incentive Application v10 for SCE/SoCalGas
  • Testing by Measure document (for SCE/SoCalGas program Home Upgrade projects)
  • BPI BA Testing Form (for use in both programs)
  • Combustion Appliance Ambient Form (for use in both programs)
  • Home Upgrade Incentive Calculator v2 (for the Joint SCE/SoCalGas program)
  • Advanced Home Upgrade Calculator v7 (for use in both programs)
  • Home Energy Efficiency Assessment Forms (for use in both programs, Home Upgrade projects)
  • QC Tools Calculator (for use in both programs)

 

QC Tools Calculator Update: Mechanical Ventilation Certification

Do you have a project that requires mechanical ventilation? The new QC Tools Calculator has been updated to include a checkbox in the Air Sealing and Mechanical Ventilation calculator that you must check off to certify that you have installed the required mechanical ventilation for the home. Be sure to upload this new version for projects requiring mechanical ventilation when post-retrofit submitting your project.

 

Calculator Download Tip

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

 

Testing by Measure Update

The Testing by Measure protocol used in the SoCalGas program for Home Upgrade projects is now also offered in the SCE/SoCalGas program!

Under Testing by Measure, pre-retrofit diagnostic testing is no longer required, but is still highly recommended to help offer the best upgrade recommendations to your customers and identify issues that may need to be addressed during construction.

Post-retrofit diagnostic testing requirements are now determined by the measures installed, and are listed in the SCE/SoCalGas Testing by Measure chart available for download from the Contractor Website under Program Documents.

 

Important Reminders

Senate Bill 1414 (SB1414) Proof of Permit Closure

Proof of closed 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 post-retrofit submitted on or after January 1, 2017.  Upload this document with your other project documentation during post-retrofit submission.

Home Energy Efficiency Assessments for Home Upgrade

All Joint Program Home Upgrade projects reserved on or after December 1, 2016 require submittal of a Home Energy Efficiency Assessment at post-retrofit. You may use the program-created document (available for download from the SCE/SoCalGas Program Documents, Project Processing Documents tab), or you may create your own custom report that captures this information and is pre-approved by your Account Manager. Advanced Home Upgrade projects can continue to use the modeling software's report or a custom report approved by your Account Manager.

If you have any questions about these program requirements, please contact your Account Management team.

 

SoCalGas Updates

 

Updated 2017 Documentation and Tools

The SoCalGas program has also updated all documentation and systems to reflect the updated changes for 2017. Updated documents are now available on the Contractor Website under Program Resources. Please be sure to cease using old versions of documents, and inform your staff about the updates. PLEASE NOTE: the 2017 documents listed below must be used in all projects going forward:

  • Incentive Application v10 for SoCalGas/LADWP
  • Incentive Application v10 for SoCalGas-only (other municipal electric utility)
  • BPI BA Testing Form (for use in both programs)
  • Combustion Appliance Ambient Form (for use in both programs)
  • Home Upgrade Incentive Calculator v2 (for the SoCalGas program)
  • Advanced Home Upgrade Calculator v7 (for use in both programs)
  • Home Energy Efficiency Assessment Forms (for use in both programs, Home Upgrade projects)
  • QC Tools Calculator (for use in both programs)

Please note that the SoCalGas Home Upgrade Calculator requires that you select an option from a dropdown list if the electric utility provider is Los Angeles Department of Water and Power (LADWP) or another municipal electric provider, as well as whether the project will be a Historic Building Energy Efficiency Program (HBEEP) project. Selecting the appropriate responses will allow the Calculator to provide you with the correct incentive amount.

 

Healthy Home Evaluator (HHE) Certification

Through the Building Performance Institute (BPI), you may now receive the Healthy Home Evaluator (HHE) certification. This certification is designed to help those who work in home performance, weatherization and the healthy housing industries conduct assessment in homes that may contain conditions which would negatively affect the health and safety of the occupants. By obtaining this certification, BPI Building Analysts can add more value to their home performance assessment for customers. Learn more about HHE certification here

Project Processing Training

Tuesday, January 31, 2017

8:30 a.m. - 2:30 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, learn about the new 2017 documentation and updated incentive calculators and how to prevent project issues and fix projects when they arise!

Register Here!

 

2017 Program Year Kick-off Event

Tuesday, February 7, 2017

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

 

SoCalGas Energy Resource Center

9240 Firestone Blvd

Downey, CA 90241

 

Join the program team for the 2017 Program Year Kick-Off! Specific topics that will be covered include:

  • Testing by Measure review
  • New Info Sheets, Incentive Application Forms and Incentive Calculators
  • Best practices
  • Marketing materials and co-branding
  • SB 1414 bill
  • SoCalGas Historic Building Energy Efficiency Program (HBEEP) 
  • Buried ductwork greater than R-8, appliance ambient testing and more!

Breakfast will be provided and BPI CEUS are available.

Register Here!

 

Upcoming Certified Aquatic Equipment Installer (CAEI) Training

Learn what tools are needed and how to test and install pool pumps with the Foundation for Pool and Spa Industry Education (FPSIE). This full-day presentation will provide you with all the information and certification you need to help your customers earn incentives for replacing their single-speed pool pumps with more efficient variable speed pumps. The CAEI certification is required for any Advanced Home Upgrade project that includes a pool pump. The course cost is $249.00 and registration is required (courses fill up quickly and early registrants may be eligible for $199 scholarship). Breakfast and lunch will be provided. The below two events are bilingual in English and Spanish. Register online at www.fpsie.org. For additional information, contact FPSIE at (916) 922-8895 or email info@fpsie.org.

Date: February 21, 2017

Time: 8:00 am - 5:00 pm

Location: Wet'n'Wild Palm Springs - 1500 S Gene Autry Trail, Palm Springs, CA 92264

 

Date: March 24, 2017

Time: 8:00 am - 5:00 pm

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

 

January 3 Program Updates

Tuesday, January 3, 2017

Welcome back and Happy New Year! We hope you and your families enjoyed the holidays and were able to spend time with one another. As we look forward in 2017, we have many new and exciting things coming to the program! From updated program changes to new training courses we hope to continue to help your customers save money and energy and earn available incentives on eligible upgrades made to their home!

SCE/SoCalGas Program Updates

Thank you to all of the Participating Contractors who attended the Whole House Healthy Comfort Energy Sellutions event on December 8 with guest speaker Drew Cameron. We hope you learned valuable and innovative sales techniques and we look forward to seeing how you will implement them into your businesses. 

Energy Modeling Software Updates

Snugg Pro

Snugg Pro has recently integrated the Department of Energy's (DOE) Home Energy Score (HES). This new integration lets you obtain a Home Energy Score without ever leaving Snugg Pro.

Snugg Pro's Home Energy Score integration is available out of the box at no extra charge for users nationwide.  You will need a DOE assessor ID to get started. To learn how to obtain a DOE assessor ID, please visit the Better Buildings website.

CakeSystems

Effective immediately, the following program values are to be used in all CakeSystems energy models:

  • Clothes Washer/Washing Machine: Choose the "standard" option in the dropdown menu
  • Refrigerator type: Choose the "bottom freezer" option in the dropdown menu
  • Refrigerator Model Year: Choose the '93-'00 option in the dropdown menu

Note: When the program specifies required values all models are required to use these values. Please continue to follow program guidance on all other values unless otherwise noted. If incorrect values are submitted the corrected program values will be updated in the submitted energy model, which may have an effect on your estimated incentive. If you have any questions or are unsure of the guidance you have received from your modeling software vendor, please consult the Program Updates guidance here or check with your Account Management team to ensure you have used the correct values.

Updated 2017 Documentation and Tools

The program is currently updating all documentation and systems to reflect the updated changes for 2017 as quickly as possible. Please be advised that Participating Contractors are still responsible for adhering to the new requirements when submitting new projects.

The updated documents and tools we have completed are listed below and are now available on the Contractor Website under Program Documents for your use.

  • Testing by Measure document
  • BPI BA Certification Form (for use in both programs)
  • Combustion Appliance Ambient Form (for use in both programs)
  • Home Upgrade and Advanced Home Upgrade Calculators
  • Home Energy Efficiency Assessment Forms (for use in both programs, Home Upgrade projects)

If you have any questions about the new requirements, please contact your Account Management team.

Featured Article: Charting a Course to Healthier, High-Performance Homes

On average people spend more than half of their time in their homes. The health and comfort of the home is something very important to people that they will be sure to spend time and effort on improving. Studies have shown that home performance upgrades have been linked to general health improvements as well as reduced asthma symptoms amongst homeowners who choose to make upgrades to their home. For more information on the benefits and improved lifestyle a home with home performance upgrades can provide, read more here.

SoCalGas Updates

Updated 2017 Documentation and Tools

The program is currently updating all documentation and systems to reflect the updated changes for 2017 as quickly as possible. Please be advised that Participating Contractors are still responsible for adhering to the new requirements when submitting new projects.

The updated documents and tools we have completed are listed below and are now available on the Contractor Website under Program Documents for your use.

  • Testing by Measure document
  • BPI BA Certification Form (for use in both programs)
  • Combustion Appliance Ambient Form (for use in both programs)
  • Home Upgrade Incentive Calculator (for the SoCalGas-only program) and Advanced Home Upgrade Calculator (for use in both programs)
  • Home Energy Efficiency Assessment Forms (for use in both programs, Home Upgrade projects)

2017 Program Year Kick-off Event

Tuesday, February 7, 2016

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

SoCalGas Energy Resource Center

Save the date! The 2017 Program Year Kick-off event is right around the corner! Topics will include a Test-By-Measure overview and best practices, as well as buried duct work above R-8 procedures and more! Stay tuned for more details to come. Breakfast will be provided and BPI CEUs are available. 

Register Here!

December 16 Program Updates

Friday, December 16, 2016

A big thank you to everyone who attended the sixth annual Contractor Appreciation Night December 6 at Dave & Buster's Anaheim, and to all of our Participating Contractors and Raters - you've made 2016 a great year for the Southern California Edison (SCE)/SoCalGas® and SoCalGas Energy Upgrade California® Home Upgrade Program!

We're pleased to announce the 2016 Contractor Appreciation Night Award Winners - they've done an outstanding job in making energy savings, quality workmanship, and customer satisfaction top priorities in their projects.

The 2016 award winners in the SCE/SoCalGas Joint Program are:

The 2016 award winners in the SoCalGas Program are:

SCE/SoCalGas Program Updates

Important Project Submission Deadline Reminder: December 30!

Applicable to SCE/SoCalGas and SoCalGas/Municipal projects

December 30, 2016 will be the:

  • Last day to post-retrofit submit any project that was reserved prior to August 1 under the pre- August 1 Program Changes requirements
  • Last day to post-retrofit submit any EnergyPro project (must have been reserved by October 15)
  • Last day to reserve projects under the 2016 Program Requirements

2017 Program Changes: Upcoming Key Items

The 2017 Program Changes Quick Reference Guide and Program Changes FAQs for both the SCE/SoCalGas Joint Program and the SoCalGas-Only Program are now available on the Contractor Website under Program Documents.

Upcoming Key Items:

  • Updated Program Documentation (coming soon!)
    • Incentive Applications
    • Calculators for Advanced Home Upgrade and Home Upgrade by territory
    • Updated Advanced Home Upgrade and Home Upgrade Information Sheets
    • Updated Marketing Materials
    • Updated Manuals and Guides
  • WebApp Updates
  • The WebApp will track reservation and submission dates and will only show requirements based on those dates
  • All the approved modeling software vendors for Advanced Home Upgrade have been informed of the upcoming changes to incentive calculations. They are working to update these calculations in their software.
  • Until software vendor updates to incentive calculations are complete, please use the kWh, kW and therm existing and improved values and input them into Advanced Home Upgrade calculators. These calculators will be updated and will provide you an incentive estimation based on the new 2017 Program Changes.
  • Advanced Home Upgrade Incentive Calculations
  • Be sure to update your internal processes, marketing materials and appropriate staff of the new program requirements!
  • Minimize potential impacts and start selling now based on new program requirements and focus on closing existing projects.

Remember: If you have any questions or concerns, contact your Account Management team by phone or email!

2016 Requirements

Proof of pulled permit on HVAC retrofits for Advanced Home Upgrade and Home Upgrade projects.

2017 Requirements

Proof of closed permit on HVAC retrofits for all Advanced Home Upgrade and Home Upgrade projects post-retrofit submitted on or after January 1, 2017.

Proof of permit closure provided by the authority having jurisdiction (e.g. local permitting office or, in some instances, a copy of the closed permit already given to your customer) must include:

 a. Permit number

 b. Customer name and address

 c. Indication that the permit has been closed and/or final

Specific Measure(s) Affected:

Any Advanced Home Upgrade or Home Upgrade projects with:

  1. Central air conditioning including: air handlers with air conditioning; split and packaged units
  2. Heat pumps including: air handlers with heat pumps; air source, ground source, hybrid, etc.; split and package units
  3. Fans associated with central air conditioning or heat pumps

Senate Bill 1414: What does it mean for your projects?

Due to the recent passage of California Senate Bill 1414 into law, any project that includes installation of central air conditioning (split or packaged systems) or a heat pump and their related fans will require proof of permit closure in order to receive an incentive check in 2017. All pending projects currently in the system regardless of project submission date will require this documentation. It is recommended to begin uploading this documentation now to any projects containing these measures to avoid payment processing delays. If your project is submitted and needs permit documentation the program team will contact you to request proof of permit closure prior to approval of the project's incentive.

Update to Buried Ductwork Requirements for Advanced Home Upgrade projects:

Currently, projects with buried ductwork in Advanced Home Upgrade are capable of receiving energy savings for an effective R-Value greater than an R-8, and also require a duct diagram to be uploaded with the project. Effective immediately, projects with buried ductwork

will only receive credit for up to R-8 unless the CEC policy for Quality Installation of Insulation (QII) procedure is followed. Pages 40 & 41 of the 2016 Residential Alternative Calculation Method (ACM) Reference Manual explain in detail the requirements to receive energy savings for buried ductwork with a higher effective R-Value than R-8.

To help reduce barriers to Participating Contractors and customers, a duct diagram will no longer need to be provided for any project choosing to not follow the CEC policy and QII procedure, and will only receive credit for R-8. More information will be covered during the Program Kickoff Training in 2017. 

 

December 1 Program Updates

Thursday, December 1, 2016

Greetings to all Participating Contractors! Below, we share information on Senate Bill 1414 as well as several important reminders. 

Please join Southern California Edison (SCE) and SoCalGas® for a night of fun, gifts and awards at our Sixth Annual Contractor Appreciation Night on December 6 in Anaheim. More details and a link to register are below.

Important Project Submission Dates and Deadlines

Applicable to SCE/SoCalGas and SoCalGas/Municipal projects

December 30, 2016

  • Last day to post-retrofit submit any project that was reserved prior to August 1 under the pre- August 1 Program Changes requirements
  • Last day to post-retrofit submit any EnergyPro project (must have been reserved by October 15)
  • Last day to reserve projects under the 2016 Program Requirements

March 31, 2017

  • Last day to post-retrofit submit any project under the 2016 Program requirements

Updated Documentation

Updated Program Documentation and WebApp updates will be made available soon for your use.

  • Program Changes Quick Reference Guide/Timeline
  • Incentive Applications
  • Calculators by territory
  • Updated Info Sheets
  • Updated Marketing Materials
  • Updated Manuals and Guides
  • WebApp Updates
  • WebApp will track reservation and submission dates and will only show requirements based on those dates

If you have any questions regarding the transition to the new 2017 Program requirements, reach out to your Account Management team today for support. 

SCE/SoCalGas Program Updates

Senate Bill 1414: What does it mean for your projects?

Due to the recent passage of California Senate Bill 1414 into law, any project that includes installation of central air conditioning (split or packaged systems) or a heat pump and their related fans will require proof of permit closure in order to receive an incentive check in 2017. All pending projects currently in the system regardless of project submission date will require this documentation. It is recommended to begin uploading this documentation now to any projects containing these measures to avoid payment processing delays. If your project is submitted and needs permit documentation the program team will contact you to request proof of permit closure prior to approval of the project's incentive.

Home Performance with ENERGY STAR® Reminder

Joint Program Home Upgrade projects reserved on or after today (December 1) will require a

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Home Energy Efficiency Assessment to be submitted at post-retrofit.  You may use the program-created document (available for download from the SCE/SoCalGas Program Documents, Project Processing Documents tab), or you may create your own custom report that captures this information and is pre-approved by your Account Manager. Advanced Home Upgrade projects can continue to use the modeling software's report or a custom report approved by your Account Manager

2017 Program Changes Reminder

The 2017 Program Changes that were announced on November 15 are summarized in the SCE/SoCalGas Program Changes Quick Reference Guide and in the FAQs document which are available for download from the Contractor Website under Program Documents, Reference Materials. A copy of the Program Changes Webinar slide deck is also available for download from the SCE/SoCalGas Program Documents, Past Training Presentations. Those Participating Contractors who were unable to attend the webinar must review the 2017 Program Changes presentation on the Home Upgrade Learning Center (coming soon). Please contact your Account Management Team if you need assistance accessing the Home Upgrade Learning Center.

Sixth Annual Contractor Appreciation Night                                                                             

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Please join us at Dave and Busters in Anaheim for a night of fun and games as we celebrate your achievements and accomplishments in 2016! We have reserved a private room for dinner, presentations and awards. Gaming cards will be provided, awards will be presented, and everyone will have a chance to win exciting raffle prizes! We appreciate and recognize all of your hard work and look forward to celebrating your success with you.

Date: Tuesday, December 6, 2016

Time: 5:00 p.m. to 9:00 p.m.

Location: Dave & Busters - Anaheim, 20 City Blvd. West, Orange, CA 92868

Register Here!

SoCalGas Program Updates

2017 Program Changes Reminder

Starting January 1 there will be several updates to the SoCalGas Home Upgrade and Advanced Home Upgrade Programs. Please review the reminders below, the 2017 Program Changes Webinar and the SoCalGas Program Changes Quick Reference Guide for detailed information on the program changes.

1.      Expiration of the Winter Special.

  • Projects participating in any non-Los Angeles Department of Water and Power (LADWP) municipal territories will receive 30% of the final incentive unless they are participating in the Historical Buildings Energy Efficiency Program (HBEEP).  Participating Contractors must be a participating HBEEP contractor and the home must meet HBEEP requirements to be eligible for the 100% SoCalGas matching incentive in non-LADWP territories.
  • Applicable for Home Upgrade and Advanced Home Upgrade Projects.
  • Projects participating in the SoCalGas/LADWP territory will continue to receive 100% of the final calculated incentive.

2.      Home Upgrade Points vs. Dollars.

  • Removal of points and move to dollars per measure.

3.      Measure Specification Updates applicable to Home Upgrade and Advanced Home Upgrade

Whole House Healthy Comfort Energy Sellutions

December 8, 2016

9:00 a.m. - 4:30 p.m.

SoCalGas Energy Resource Center

During this sales and marketing course, attendees will learn about a differentiated approach to selling that is more consumer-friendly.  Instructor Drew Cameron, an industry veteran with three decades of experience, teaches a buyer engagement, enablement, and discovery process that can help you increase sales with your customers. The program is pleased to offer this course at no cost to Participating Contractors. Seating is limited, so register today to reserve your spot!

Register Here!

 

November 15 Program Updates

Tuesday, November 15, 2016

Important Notice: 2017 Program Changes have been announced! Thank you to all Participating Contractors who attended the Program Changes webinar this morning. If you were unable to attend, please contact your Account Manager for instructions on how you can complete Program Changes training through the Home Upgrade Learning Center online. In addition, Program Changes Cheat Sheets will be available in the Resources section of the Contractor Website soon. 

Please join Southern California Edison (SCE) and SoCalGas® for our Sixth Annual Contractor Appreciation Night on December 6 in Anaheim. More details and a link to register are below.

Home Performance with ENERGY STAR® Announcement                                                             

We are excited to announce that the SCE/SoCalGas Energy Upgrade California Home Upgrade program is now part of Home Performance with ENERGY STAR! With nearly 90% recognition by American consumers, the ENERGY STAR brand is a positive addition to program marketing materials and your sales process.

Your Account Manager will be in touch to help you get started with Home Performance with ENERGY STAR. You'll just need to:

  1. Sign a one-page addendum to the Contractor Participation Agreement that gives you permission to co-brand with Home Performance with ENERGY STAR.
  2. Complete a Home Energy Assessment with each project (we've developed a quick and easy form that you can use for Home Upgrade projects, or you can use your own Assessment form if approved by your Account Manager. Advanced Home Upgrade projects can continue to use the modeling software's report or a custom report approved by your Account Manager). Home Upgrade projects reserved on or after December 1 must include a Home Energy Assessment.
  3. Let your customers know that with completion of a Home Upgrade or Advanced Home Upgrade project, their home is now also a Home Performance with ENERGY STAR home!

Our team can help you with incorporating the Home Performance with ENERGY STAR brand into your own marketing materials and website. We can also assist with the ENERGY STAR web linking policy, a valuable resource that can get your company's name and contact information listed on the national Home Performance with ENERGY STAR website.

With this addition, all Energy Upgrade California Home Upgrade and Advanced Home Upgrade projects throughout the SCE and SoCalGas service territories are qualified as Home Performance with ENERGY STAR! Please contact your Account Manager if you have any questions about Home Performance with ENERGY STAR.

See below for information on an upcoming training opportunity with the national Home Performance with ENERGY STAR program.

Sixth Annual Contractor Appreciation Night                                                                             

Please join us at Dave and Busters in Anaheim for a night of fun and games as we celebrate your achievements and accomplishments in 2016! We have reserved a private room for dinner, presentations and awards. Gaming cards will be provided, awards will be presented, and everyone will have a chance to win exciting raffle prizes! We appreciate and recognize all of your hard work and look forward to celebrating your success with you.

Date: Tuesday, December 6, 2016

Time: 5:00 p.m. to 9:00 p.m.

Location: Dave & Busters - Anaheim, 20 City Blvd. West, Orange, CA 92868

Updates to SCE/Propane Project Incentive Calculations

  • Advanced Home Upgrade: Projects completed in the SCE service territory that have propane as the primary heating fuel source will have their total final incentive calculated at a rate of 70%; therm kickers will not be paid on these projects. Effective immediately, the incentive calculation for these projects is: (Base Incentive + kWh kickers) X 70%.
  • Home Upgrade: Projects completed in the SCE service territory that have propane as the primary heating fuel source will continue to have their final incentive calculation calculated as such:  Final Incentive x 70%.

Please contact your Account Manager with any questions or concerns. 

Whole House Healthy Comfort Energy Sellutions

December 8, 2016

9:00 a.m. - 4:30 p.m.

SoCalGas Energy Resource Center

During this sales and marketing course, attendees will learn about a differentiated approach to selling that is more consumer-friendly.  Instructor Drew Cameron, an industry veteran with three decades of experience, teaches a buyer engagement, enablement, and discovery process that can help you increase sales with your customers. The program is pleased to offer this course at no cost to Participating Contractors. Seating is limited, so register today to reserve your spot!

Take a Tour with Home Performance with ENERGY STAR (Webinar)

Home Performance with ENERGY STAR has enhanced its online tools and resources to better guide homeowners and program partners through the home improvement process. On this new website, you will find simplified, streamlined content with new materials. You are invited to attend a webinar to take a tour of the website and new materials on Wednesday, November 30, at 12 p.m. The national Home Performance with ENERGY STAR team will share best practices on leveraging these resources. 

 

Program Changes Webinar

Friday, November 4, 2016

Join us for a one-hour webinar covering changes to the Southern California Edison (SCE) and SoCalGas® Energy Upgrade California® Home Upgrade program for 2017. We will discuss measure and incentive changes that will go into effect for projects reserved after January 1, 2017.  This will be your first opportunity to learn about program changes and how they might impact your projects. Please share this registration link with anyone on your team/staff who should attend. 

Please contact your Account Manager with any questions!

Date: Tuesday, November 15, 2016

Time: 8:00 a.m. to 9:00 a.m.

Link to join the webinar provided upon registration

Register Here!

November 1 Program Update

Tuesday, November 1, 2016

Important Notice: 2017 Program Changes will be announced soon. Please register now
for the Program Changes Webinar, where you'll have an opportunity to ask the Program team questions about the changes.

Thank you to the Participating Contractors who attended the Hands-On Combustion Safety Testing Training event on October 18 and the Project Processing Training event on October 26. Please visit the Program Resources, Program Documents section of the Contractor Website to find a copy of the presentation slides. 

Incentive Checks Released to the Contractor (Joint Program Only)

For incentive checks issued to Participating Contractors dated on or after October 1, 2016, the contractor will receive a 1099 form for that payment. Please speak with your tax professional regarding possible implications on taxes. 

HERS CF3R Duct Leakage Reports and QC Inspections

Did you know if you are claiming duct sealing on your project and upload the HERS Rater's CF3R MCH 20 Duct Leakage report (for a tested home) that the QC field inspector can use the report's results instead of retesting the ducts?  Though this report is not required to be uploaded to your project at post-retrofit submission, it can reduce the inspection time for your customer if you do include it and is recommended. This does not apply to HERS reports from untested/sample group homes. Please contact your account manager with any questions.  

Energy Modeling Updates (Joint and Gas Only Programs)

Program Values

As a reminder, program policy states that the following occupant behavior settings be used in all models*:

  • Thermostats: Winter Indoor Temp (or heating) set to 70 degrees, Summer Indoor Temp (or cooling) set to 78 degrees
  • Lighting: Do not enter or include a lighting count in your energy model submitted to the program

NOTE: When the Program specifies required values, all models are required to use these values. Always follow Program guidance on values unless the Program notes otherwise. If incorrect values are submitted, then corrected Program Values will be updated in the submitted energy model, which may have an effect on your estimated incentive. If you have any questions or are unsure of the guidance you have received from your modeling software vendor, please consult Program Updates guidance here or check with your Account Management team to ensure you have used the correct values.

*For projects participating in the Custom Path utilizing Snugg Pro's utility bill calibration, please follow Snugg Pro's guidelines on how to enter inputs for existing/base values.

Important Information Regarding Cake Project Submittals

It is essential when constructing energy models that they are filled out accurately and completely. While the majority of entries made to the EPS Input screen, Energy Analysis and Upgrades screen and the Edit Actual Values screen are observed conditions or measured values, special care must be taken for certain items.

Thermostat Setting(s)

The thermostat settings must be set to proper default values. Do not enter the occupants' thermostat values. Default thermostat settings are entered on the Edit Actual Values / Edit Actual Measurements screen (below)

  • Thermostat Heating Setpoint default is 70 degrees
  • Thermostat Cooling Setpoint default is 78 degrees

The blue values to the right of the boxes indicate the values calculated by CAKE. Since the Thermostat Heating Setpoint in blue calls for 68.0°F, the modeler must enter a value of 70 in the box to set the proper Thermostat Heating Setpoint. Since the Thermostat Cooling Setpoint in blue calls for 78°F no value needs to be entered in the box.

Lighting

The lighting section near the bottom of the EPS Input screen should be left blank. Do not enter the number of Incandescent, Fluorescent/LED fixtures. Additionally, only enter zero values for:

  • Other Major Uses of Energy
  • Other Major External Energy Uses
  • PV Solar Performance

Building Performance Institute (BPI) Building Analyst (BA) Certification Training

Are you or a member of your staff looking to become BPI BA certified? Participating Contractors with a BPI BA on staff are eligible to offer Advanced Home Upgrade projects to their customers for larger incentives and deeper energy savings. Breakfast and lunch will be provided for the classroom instruction days as well as breakfast on the written exam day.

Monday, November 14 - Friday, November 18, possibly November 19 to finish up any field exams

Location: Classroom Venue - TBD in Orange County

                  Field/Test House - address to be provided a week prior to the training

Please ask your Account Manager for the registration coupon code and more information. Register today - class size is limited! 

Coming Soon: Home Upgrade Learning Center Updates

The Home Upgrade Learning Center continues to offer more training courses in a faster and better online environment.  We would like to invite you to visit the newly upgraded Home Upgrade Learning Center!  The Learning Center has several new enhancements that provide Participating Contractors (like you!) with no cost access to even more sales and marketing, technical and in-field best practice courses at your fingertips.

What's changing?

  • More Courses - A growing library offers sales and marketing, technical and business best practices courses, many of which are Continuing Education Unit (CEU) accredited.
  • More ways to connect - The Learning Center is now accessible from all of your mobile devices! The mobile responsive redesign means you can learn anytime, anywhere.
  • Better access to information - Revisit past training courses and download resources anytime, from any device. Once you have taken a training course, easily revisit it from your personal dashboard page.
  • Better access to instructors - our 'Ask an Instructor' feature allows you to ask questions with the click of a button without leaving the course.
  • CEUs - Earn certificates of course completion that will qualify for Building Performance Institute CEUs, with other nationally recognized organizations anticipated to accept CEUs in the near future

What won't change?

  • Your training history - If you've taken a previous training course, your scores and completion reports are updated in your account.
  • Our commitment to quality training courses - as the training library grows, you have access to training courses from industry experts, many with decades of experience in their field.
  • Your VIP access - access to the Learning Center is a benefit of participating in Home Upgrade. Access to the training courses, resources and experts are provided to you at no cost. 

Please contact your Account Manager today to learn more and look for the update in coming weeks!

 

October 17 Program Updates

Monday, October 17, 2016

Thank you to the Participating Contractors who attended the Annual Technical Training event on October 4. Please visit the Program Resources, Program Documents section of the Contractor Website to find a copy of the presentation slides. 

SCE/SoCalGas Program Updates

End of Year Processing

As the end of the year approaches, to increase the likelihood of your projects' incentive checks being received by the end of the year, please post-retrofit submit your projects as soon as possible. 

2017 Program Changes

As was discussed at the October Technical Training, in order to best ensure the availability of the program throughout the 2017 program year, several changes will be made to the program including a reduction in incentives and a potential addition of measures available for incentives. Thank you to all Participating Contractors who provided input for these potential changes. Please be on the lookout for communications from the program team via the Program Updates emails for the final list of 2017 program changes. 

EnergyPro Sunset Reminder!

New reservations for EnergyPro projects are no longer accepted. All Participating Contractors still using EnergyPro with projects reserved before October 15 must have post-retrofit submission completed by December 30, 2016.

EnergyPro Updates: WebApp and Calculator

As of October 15, the WebApp reservation system has been updated to remove EnergyPro as an option for reserving Advanced Home Upgrade projects. For post-retrofit submissions, updates have been made to the drop-down list to allow for EnergyPro close-outs (until the December 30 deadline mentioned above) and an HPXML or manual-entry option for CakeSystems, Snugg Pro and OptiMiser. Please only use the non-HPXML manual-entry option after speaking with your Account Management team about HPXML upload troubleshooting. They will either help you troubleshoot or let you know if you can use the manual upload option.

Please begin using Advanced Home Upgrade Calculator Version 6.1, some enhancements including EnergyPro sunset reminders, utility provider clarification and an updated pool pump drop-down have been included in this version. Click here to access the calculator. 

Hands-On Training: Combustion Safety

Tuesday, October 18, 2016

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

Brush up on your combustion safety and gas leak testing skills in a hands-on learning environment with Program Mentor Judy Rachel! Training will be held at a private home in the Temecula area. The address will be provided upon registration. 

Project Processing Training

Wednesday, October 26, 2016

8:30 a.m. to 2:30 p.m.

SoCalGas Energy Resource Center in Downey

Join us for application processing training and receive valuable tips and tricks to improve your processing accuracy and help your projects get approved more quickly! Breakfast and lunch will be provided.

Building Performance Institute (BPI) Building Analyst (BA) Certification Training

Are you or a member of your staff looking to become BPI BA certified? Participating Contractors with a BPI BA on staff are eligible to offer Advanced Home Upgrade projects to their customers for larger incentives and deeper energy savings. Breakfast and lunch will be provided for the classroom instruction days as well as breakfast on the written exam day.

Monday, November 14 - Friday, November 18, possibly November 19 to finish up any field exams

Location: Classroom Venue - TBD

                  Field/Test House - address to be provided a week prior to the training

Please ask your Account Manager for the registration coupon code and more information. Register today - class size is limited! 

October 3 Program Updates

Monday, October 3, 2016

We look forward to seeing you tomorrow at the 2016 Annual Required Technical Training session. The program implementation and QA/QC teams, Southern California Edison (SCE) SoCalGas® program management, REEL/CHEEF staff and a representative from Evolve Technologies will be on hand to present valuable information and answer your questions. Please register now if you have not already!

SCE/SoCalGas Program Updates

Post-Retrofit Submission: WebApp Only!

As of October 15, 2016, you will no longer be able to complete any post-retrofit submissions directly in VisionDSM; post-retrofit submission will be available in the WebApp only. This will allow you to take advantage of the HPXML and error preventing logic built into the WebApp system. You will still be able to view all of your jobs and submit information via VisionDSM when a job is in certain statuses (pending contractor action, appeal, or application incomplete). Please talk with your account manager if you have any questions. 

Energy Modeling Software Must Remain Consistent: Clarification

Effective September 15, 2016, Participating Contractors may not change their chosen modeling software for the project after post-retrofit submission to the WebApp, even if the project is cancelled and resubmitted under a new project via the WebApp.

Please keep in mind that a switch of software is still allowed after reservation submittal, but prior to post-retrofit submittal. In this case, the reservation should be cancelled and resubmitted under the corrected modeling software.

EnergyPro Sunset Announcement - Reminder!

Participating Contractors were provided an extension for usage of EnergyPro on Advanced Home Upgrade projects in early 2016. All Participating Contractors still using EnergyPro will need to reserve the remainder of their EnergyPro projects prior to October 15, 2016. All projects reserved before October 15 must have post-retrofit submission completed by December 30, 2016.

Advanced Home Upgrade Custom Path Update: Test-In Manometer Images Requirement Reminder

Effective for Advanced Home Upgrade Custom Value projects reserved on or after October 15, 2016:   images of the test-in blower door and duct test manometers must be submitted to the WebApp during the post-retrofit submittal process. If you have chosen the Custom Values path, but cannot use actual values for building leakage and duct leakage due to a hazardous condition present at test-in, then test-in blower door and duct test manometer photos do not have to be submitted and vintage default values will be used for those results. Vintage default values will also be used in place of the supplied pre-retrofit numbers if Participating Contractors cannot supply images of duct test and blower door test results.

SoCalGas Program Updates

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

Home Performance with ENERGY STAR® Contractor of the Year!

Did you know that as a Participating Contractor in the SoCalGas Energy Upgrade California Home Upgrade/Home Performance with ENERGY STAR program you are eligible to apply for the Home Performance with ENERGY STAR contractor of the year awards? Notify ENERGY STAR of your intent to apply prior to October 17; applications are due by December 7, 2016. Information on how to apply available here.

Annual Required Program Technical Training

Tuesday, October 4, 2016

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

Join the program team for an important and exciting announcement, program technical updates, a presentation by an industry vendor and information about financing options available to you from REEL! 

Hands-On Training: Combustion Safety and Gas Leak Testing 

Tuesday, October 18, 2016

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

Brush up on your combustion safety and gas leak testing skills in a hands-on learning environment with Program Mentor Judy Rachel!

Project Processing Training

Wednesday, October 26, 2016

8:30 a.m. to 2:30 p.m.

Join us for an application processing training and receive tips and tricks to improve your processing accuracy.

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