News and Updates

Program Changes Webinar: Mandatory Attendance

Thursday, July 7, 2016

 Program Changes Webinar: Mandatory Attendance

As outlined in the Program Changes newsletter, the Southern California Edison (SCE)/SoCalGas® Energy Upgrade California® Home Upgrade program has updated project requirements to ensure continuation of the program without interruption through 2016 and beyond.

To make sure Participating Contractors understand how these changes will affect them, Program Management will hold a second webinar on Tuesday, July 12 at 7 a.m. If you did not attend the webinar held on Wednesday, June 29, 2016, your attendance at this second webinar is mandatory. Log in information will be provided prior to the webinar.

Program Changes Update

Monday, June 27, 2016

In order to ensure the continuation of the Southern California Edison (SCE)/SoCalGas® Energy Upgrade California® Home Upgrade program without interruption through 2016 and beyond, updates to project requirements have been made. These updates are outlined below. Program Management would like to thank Participating Contractors who provided input and feedback on these changes.

The outlined program changes will go into effect for projects reserved on or after August 1, 2016. Projects reserved before that date must have all post-retrofit submission completed prior to December 31, 2016 in order to maintain the pre-change rebates and project requirements.

SCE/SoCalGas

Home Upgrade: Projects must meet a 10% energy savings minimum OR

meet a 200 point minimum. All incentives are a maximum of $3,000 or 50% of the final project cost. The $10 per point structure will remain the same. All other existing program requirements will remain the same.

For example, if your project's final cost was $10,000, the maximum incentive available is $3,000; however if your project's final cost was $4,000, the maximum incentive available is $2,000. 

Advanced Home Upgrade: Project incentives will also be capped at 50% of project cost. Questions about the incentive changes are answered below. 

SoCalGas Program

Home Upgrade: Projects must meet a 10% energy savings minimum OR meet a 200 point minimum. All incentives are a maximum of $3,000 or 50% of the final project cost. The $10 per point structure will remain the same. All other existing program requirements will remain the same.

For example, if your project's final cost was $10,000, the maximum incentive available is $3,000; however, if your project's final cost was $4,000, the maximum incentive available is $2,000. 

Advanced Home Upgrade:  No changes at this time.

 

Frequently Asked Questions

  • What if I reserve my rebate before August 1, 2016 but do not submit my post-retrofit application ahead of the December 31, 2016 deadline?

 The new program requirements will apply.

  • What if I reserve my rebate on August 2, 2016?

The new program requirements will apply.

  • How do I learn more?

You may contact your Account Management team with questions. Please join us on Wednesday, June 29, 2016 at 11:00 a.m. for a webinar to discuss and review these program changes with the Program Team. Register here. Log in information will be provided prior to the webinar.

  • Were contractors allowed to provide input on this change?

Yes, some Participating Contractors reviewed these changes and provided input to the Program Management team.

  • Will the incentives and requirements go back to the old requirements on January 1, 2017?

The new program requirements will also apply in 2017.

 

June 15: Program Updates

Wednesday, June 15, 2016

Greetings to all Participating Contractors from the Southern California Edison (SCE) and SoCalGas® Energy Upgrade California® Home Upgrade program team! We hope you all have a busy and great summer and we look forward to seeing you at events and training in the fall!

SCE/SoCalGas Program Updates

Program Change Announcement: 

In order to ensure the continuation of the SCE/SoCalGas Home Upgrade program without interruption through 2016 and beyond, updates to the incentive structure and project requirements have been made. These updates are outlined below. Program Management would like to thank Participating Contractors who provided input and feedback on these changes.

The outlined program changes will go into effect for projects reserved on or after August 1, 2016. Projects reserved before that date must have all post-retrofit submission completed prior to August 1, 2016 in order to maintain the pre-change incentives and program requirements. 

SCE/SoCalGas Home Upgrade: Home Upgrade projects must meet a 10% energy savings minimum OR meet a 200 point minimum. All incentives are a maximum of $3,000 or 60% of the final project cost. The $10 per point structure will remain the same. All other existing program requirements will remain the same.

For example, if your project's final cost was $10,000, the maximum incentive available is $3,000; however if your project's final cost was $4,000, the maximum incentive available is $2,400. 

SCE/SoCalGas Advanced Home Upgrade: Changes to Advanced Home Upgrade project incentives will also be capped at 60% of project cost. Questions about the incentive changes are answered below. 

Frequently Asked Questions:

Q: How will these changes affect incentives?

 A: Home Upgrade average incentives under the new program requirements are expected to be approximately $2,500.

A: Advanced Home Upgrade average incentives under the new program requirements are expected to be approximately $3,600 (current average).

Q: What if I reserve my incentive before August 1, 2016 but do not submit my post-retrofit application ahead of the August 1, 2016 deadline?

A: The new program requirements will apply

Q: What if I reserve my incentive on August 1, 2016?

A: The new program requirements will apply

Q: How do I learn more?

A: Contact your Account Management team

A: Review the changes with Program Management

A: Please join us on Monday, June 20, 2016 at 9:00 a.m. for a webinar to discuss and review these program changes with the Program Team.  Register here. Log-in information will be provided prior to the webinar.

Q: Were contractors allowed to provide input on this change?

A: Yes, some Participating Contractors reviewed these changes and provided input to the Program Management team.

Q: Will the incentives and requirements go back to the old structure on January 1, 2017?

A: The new program requirements will continue to apply in 2017.

Q: How will I calculate the energy savings for a Home Upgrade project?

A: The program will provide a Home Upgrade calculator that will assist Participating Contractors with the new requirements, including the 10% energy savings minimum.

 

Customer-Facing Frequently Asked Questions Available on the Contractor Website:

Do your customers have questions about the program? The program has developed a Frequently Asked Questions document for you to help address and provide accurate information when discussing the program with your customers. 

Multiple Submission Projects: 

When submitting dual submissions for the same residence, you are required to check the box indicating a dual submission project in order to alert the program that there will be more than one project submitted in conjunction. This is required at both the reservation and post-retrofit submittal stage. You can find an example of the check box for both stages below.

Reservation Stage:

Post-Retrofit Stage:

SoCalGas Program Updates

SoCalGas Program Requirements and Incentive Structure: At this time, no updates or changes will be made to the SoCalGas programs. These programs will continue to follow the "existing structure" columns above. 

Home Performance with ENERGY STAR®: 

As a reminder Home Performance with ENERGY STAR is now available in both Home Upgrade and Advanced Home Upgrade. As a Participating Contractor you have Home Performance with ENERGY STAR marketing materials available for your use. Contact your Account Management team to learn more.

Click here to tell us what type of marketing materials are most useful for your business.  

 

Home Energy Score:

The U.S. Department of Energy's (DOE's) Home Energy Score provides information that helps your customer understand their home's energy efficiency and how to improve it.

The Home Energy Score includes three parts:

  1. Score of 1 to 10
  2. Facts about the home
  3. Recommended improvements to increase the score and the energy efficiency of the home

Home Energy Score is only available for single family homes and townhomes and in areas served by DOE's official Home Energy Score partners.

What are benefits of becoming a Home Energy Score Home Assessor and providing a Home Energy Score to your customer?

  • Home Energy Score can be a powerful motivator in getting homeowners to make energy efficiency improvements
  • Quick, simple marketing tool to sell home performance upgrades
  • Provides estimates on how recommended energy upgrades can reduce a customer's utility bills
  • Official way to reflect and document improvements and changes made to the home
  • Carries the credibility of the U.S. Department of Energy

Interested in becoming an assessor or learning more? Review the Home Energy Score section of the  May 2016 Technical Training slides or visit the Home Energy Score website

Multiple Submission Projects: As noted above for the joint SCE/SoCalGas program, when submitting dual submissions for the same residence, you are required to check the box indicating a dual submission project in order to alert the program that there will be more than one project submitted in conjunction. This is required at both the reservation and post-retrofit submittal stage. You can find an example of the check box for both stages below. 

Reservation Stage

Post-Retrofit Stage

June 1: Program News and Updates

Wednesday, June 1, 2016

Program News and Updates: June 1, 2016
 
Greetings to all Participating Contractors from the Southern California Edison (SCE) and SoCalGas® Energy Upgrade California® Home Upgrade program team! Thank you to everyone who attended our events this spring! We will see you again in the fall for our September 8 Technical Training event. Look out for fall training updates and other announcements this summer. Thank you as always for all the hard work you do to bring energy efficiency to your customers!
 
 

SCE/SoCalGas Program Updates

Introducing a New Customer Promotion - Smart Strips: 

Customers chosen for Quality Control (QC) inspection will receive an Embertec Emberstrip AV+ installed in the home during the inspection . Requirements for customers to receive an Emberstrip AV+ include the following:

  • Must participate in a Home Upgrade or Advanced Home Upgrade project chosen for inspection
  • Customers will be responsible for completing an Emberstrip AV+ Installation Completion form at the time of the install
  • A maximum of one Emberstrip AV+ is available per Service Account holder

For more information on the features and benefits of installing the Emberstrip AV+ in homes click here

Do you have a customer that was not chosen for an inspection but has expressed that they wish to have an Emberstrip AV+ installed in the home? Contact your Account Management team to set up a special installation appointment with RHA.

Revised Customer Emails: You provided your feedback, we listened! We have reduced the number of emails sent to customers and have softened the language in all emails that your customer will receive.

REMINDER: You should always be providing the customer's email during the pre-retrofit process. Customers are asked to complete a customer satisfaction survey. These results (or lack thereof) have an impact on your inspection rates.

Rate Change Updates: Beginning June 1, 2016 SCE residential customers' rates will move from a 4 rate tier system to 3 tiers. This simplification is led by the state's investor-owned utilities (SCE, PG&E, and SDG&E) and the California Public Utilities Commission (CPUC) and is designed to better align rates with the actual costs of service. For more information about this new rate change and to help your customers calculate their new rate, visit the Rate Changes page on the SCE website here!

 

SoCalGas Program Updates

Home Performance with ENERGY STAR®: Don't forget that both SoCalGas Advanced Home Upgrade and Home Upgrade projects are now Home Performance with ENERGY STAR! In order to be eligible you must:

  • Simply sign the CPA addendum for Home Upgrade and Advanced Home Upgrade and follow program and branding guidelines
  • Complete an Assessment at every project
    • Every SoCalGas Home Upgrade project reserved on or after June 1 is required to have a home assessment included in the supporting documentation for the project. Any projects reserved on or after this date without documentation outlining the home assessment will be sent back to the contractor for revision during the post retrofit review process.

Speak with your Account Management team to learn how to create your own assessment, sign the CPA Addendums or how to fully leverage the ENERGY STAR brand.

Revised Customer Emails: You provided your feedback, we listened! We have reduced the number of emails sent to customers and have softened the language of all emails that your customer will receive. 

REMINDER: You should always be providing the customer's email during the pre-retrofit process. Customers are asked to complete a customer satisfaction survey. These results (or lack thereof) have an impact on your inspection rates.

Certificates of Completion: Certificates of completion that list the measures completed in the home now include the ENERGY STAR logo for both Advanced Home Upgrade and Home Upgrade projects. Studies have shown that certificates like these can help aid homeowners in the process of selling their home. According to ENERGY STAR, "A newly released Better Buildings white paper lists this certificate as one of the first steps towards valuating energy efficiency in the real estate transactions."

Energy Modeling Updates

Snugg Pro Modeling Engine Updates: If you are a Participating Contractor using Snugg Pro you may have noticed that the modeling engine has been upgraded. As a result, please model your project again before you submit your post-retrofit information to the WebApp. Please visit Snugg Pro's Knowledge Base for more information on the upgrades.

Announcing New Energy Modeling Training Materials! New materials have been released to help you learn how to model projects accurately in the program. 

Home Upgrade Learning Center: Is your BPI Building Analyst certification coming up for renewal? Are you hoping to brush up your building science skills on your own time during the busy summer season? Do you have a new staff member in the office who you would like to train on building science and home performance? As a Participating Contractor you have access to the Home Upgrade Learning Center at no cost to you. More than 25 courses are available, ranging from home performance centric courses such as Basics of Building Science to courses on Marketing and Sales to help transform your business. Many courses also include Continuing Education Units to use towards your BPI Building Analyst recertification. 

Unsure how to navigate or access the Home Upgrade Learning Center? Access our Home Upgrade Learning Center User Guide for help or contact your Account Management team.

Don't forget! The Home Upgrade Learning Center is available on your smartphone or tablet for anywhere, anytime learning! To download the app, simply search for 'LearnUpon' in the Apple App Store and use your email and password for the online Learning Center to access your account. For a preview of the look, feel, and features of the app, click here! 

Home Upgrade Learning Center Featured Content: HVAC to Home Performance: "Home Performance" represents a great expansion opportunity for HVAC contractors. This course discusses the market opportunity of why home performance makes sense within an HVAC business.  It also introduces the pathway to success: Building on an existing customer base and offering customers more comprehensive solutions. Log on to the Home Upgrade Learning Center to take this course today.

New Resources Available on the Contractor Website:  New resources have been added to the Program Resources section of the Contractor Website. In the Additional Resources Section under Program Documents you will find quick links to: ASHRAE, Title 24 and the current BPI Technical Standards for your reference.

 

Program News and Updates: May 16

Monday, May 16, 2016

Greetings to all Participating Contractors from the Southern California Edison (SCE) and SoCalGas® Energy Upgrade California Home Upgrade program team! Thank you to everyone who attended Project Processing Training on May 5 and our second 2016 Technical Training Workshop on May 10. Please visit the Resources section of the Contractor Website to download past training presentations. Below, we share brief program updates and information on upcoming training opportunities. Additional training will be offered later this year after the busy summer season. If you need any support or training for new staff during this time, please reach out to your account manager for individualized support. Thank you as always for all the hard work you do to bring energy efficiency to your customers!

SCE/SoCalGas Program Updates

April Hands-On Mechanical Ventilation and BPI BA Training: Thank you to everyone who came out to both the Hands-On Mechanical Ventilation and BPI BA Training! We hope you gained the skills and knowledge of the preferred testing method as well as learned the building science, home performance and diagnostic testing skills needed to become BPI certified. Congratulations to those who have become newly certified as BPI Building Analysts! 

Introducing a New Customer Promotion-Smart Strips: We are pleased to announce a new promotion to benefit your customers - the installation of an Emberstrip AV+ Smart Strip! The RHA team will install the Smart Strip during the inspection appointment. More details to come soon! 

 

SoCalGas Program Updates

Home Performance with ENERGY STAR® for Home Upgrade is hereAs of May 1, 2016 all Home Upgrade projects in the SoCalGas program are now ENERGY STAR. In order to be eligible to participate and market yourself as a Home Performance with ENERGY STAR contractor, you must:

  • Sign the CPA addendum and follow program and branding guidelines. If you did not attend the May technical training workshop and sign your addendum there, please complete the form and return to your account manager.
  • Complete an Assessment at every project. A limited amount of pre-printed copies of the program-developed assessment form are available for Participating Contractor use - contact your account manager for more details. We've also developed a fillable PDF form you can use on your computer or tablet.

Anatomy of a Home Assessment: Now that home assessments are required for SoCalGas Home Upgrade Home Performance with ENERGY STAR projects, what should you include? You can use the program-developed assessment form or make your own! If you are using your own, it will need to include the following:

  • General customer information
  • Customer interview with issues/need assessment
  • Walk through/assessment of the home's current conditions using the whole-house approach
  • Review of the assessment results, recommendations, and benefits 

What does ENERGY STAR mean for your business?

  • Awareness: the National Awareness of ENERGY STAR study performed by the Consortium for Energy Efficiency (CEE) in 2014 shows that 89 percent of households recognize the label
  • Co-brand with Home Performance with ENERGY STAR
    • Materials available from SoCalGas
    • Materials available from the U.S. Department of Energy (DOE)

Contact your Account Manager for guidance on adding Home Performance with ENERGY STAR to your materials

Energy Modeling Updates

Cake Modeling Guidance: Are you unable to test Ductwork with a Blower Door or Duct Blaster due to circumstances at the home? Or not able to test Measured Efficiency of the Furnace or Recovery Efficiency of the Domestic Hot Water (DHW) system? Use the updated guidance in the table below:

*Reasons a Furnace cannot be tested may be due to: Furnace(s) may be non-operational, and testing cannot be conducted. There could be other safety concerns that prevent the Furnace from being tested in the pre-retrofit stage such as a cracked heated changer, a disconnected vent pipe, or rodent feces. Manufacturers may also prohibit the system's B-Vent to be drilled, or contractor's testing equipment may not be capable of Measured Efficiency testing.

**Formulas for conversion for Recovery Efficiency (RE) and Efficiency Factor (EF) are as follows:  RE=15.1/(15.1/EF) - SB and EF = EF = 15.1/(15.1/RE + SB) where SB = stand by loss in MMBtu/yr. Cake Systems SB for Gas DHW = 7.0  

Note: When a Default value is used at test-in and the measure is not upgraded as part of the project's scope of work, the Default value must be entered at test-out.   

Quality Control Corner

New Quality Control (QC) Tools are available!

There are five separate powerful QC tools designed to assist with the submittal of accurate values (the only one required to be submitted to the program is the Mechanical Ventilation (MV) calculator when MV is required). The calculators and combustion safety form were developed to ensure Participating Contractors have the same tools as the QC vendor. The intent of utilizing the QC tools is to provide consistency by ensuring the Participating Contractors and QC have the ability to calculate values the exact same way. Though it is not required that the combustion safety form is used, it is strongly encouraged because it will help facilitate the data collection process required by the program due to the BPI 1200 changes. The new QC Tools can be found in the Program Resources Section > Reference Materials.

This new resource allows you to calculate:

  • Dimensions
  • Duct Leakage
  • MV Requirements and the Minimum CFM Capacity (Must be submitted when MV is required)
  • Intermittent MV
  • Combustion Safety results

Spotlight on Building Air Sealing and the MV Calculator

  • Use this tool to calculate Building Air Leakage percentage reduction and determine when MV is required.
  • If MV is required, you must use the MV calculator to determine the minimum CFM capacity for the home.
  • You must upload the completed MV calculator to your project at post-retrofit submission when MV is required or your project will not be processed.
  • Follow these easy steps:
    • Step 1: Determine if MV is required by completing the white cells in the Structure Information and Building Air Sealing Sections.

  • Step 2: Interpret the results. Have you hit your Air Sealing target if you are claiming the measure? Is MV required?
  • Step 3: Calculate the Minimum MV Air Requirement (CFM). Input your CFM50 test results into the white cells in the MV CFM calculation section. Next, determine the Weather Station Factor (WSF) by checking the table below the calculator and choosing the weather station geographically closest to the dwelling's location. Input the WSF in the correct cell.

Sales and Marketing Training

May 19, 2016

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

The SCE and SoCalGas Energy Upgrade California Home Upgrade Program team invites you to a workshop designed to help you gain the knowledge, skills and tools that will help you sell more projects, increase profit margins, and win in competitive situations. Join instructor Judy Rachel to discuss and refine selling skills based on the home performance model!

Access to Training is available 24/7

Is your schedule full during business hours with no time to fit training and continuing education into your busy schedule? The Home Upgrade Learning Center is available for you to gather knowledge and further your skills as a home performance professional 24 hours a day via computer, smart phone or tablet. Questions on how to navigate the Home Upgrade Learning Center? Reference the Learning Center User Guide  for help!

 

 

 

Program News and Updates: April 29, 2016

Monday, May 2, 2016

Greetings to all Participating Contractors from your Southern California Edison (SCE) and SoCalGas® Energy Upgrade California® Home Upgrade team! Below are a few updates and upcoming training opportunities for Participating Contractors!

Get CEUs From Your Phone:

We are excited to announce that the Energy Efficiency Learning Center is now available as an app! You can now complete your Onboarding training anywhere, anytime! To download the app, simply search for 'LearnUpon' in the app store and use your email and password for the online Learning Center to access your account. For a preview of the look, feel, and features of the app,click here!

Duct Testing Reminder for Home Upgrade and Advanced Home Upgrade: 

  • For Home Upgrade projects, Participating Contractors have the option to use either Total Leakage or Leakage to the Outside testing methods to meet duct leakage program requirements.
  • For Advanced Home Upgrade projects, Participating Contractors will use the duct test method required by the modeling software selected for project energy modeling:
    • CakeSystems: Leakage to Outside
    • EnergyPro: Leakage to Outside
    • Optimiser: Leakage to Outside
    • SnuggPro: Leakage to Outside

Mechanical Ventilation Policy Change:

The QA/QC Inspection Guidelines V6 went into effect on April 1, 2016. Within those guidelines an update was made to the Mechanical Ventilation (MV) policy. The trigger for when MV is required has stayed the same: if the Building Airflow Standard (BAS) is < 70%, MV must be installed. For projects submitted in the Reservation stage after April 1, please note that the new MV policy will be enforced. The Program has developed a calculator to assist Participating Contractors with the calculation for the minimum CFM capacity needed when MV is required. The calculator can be accessed on the Contractor Website in the Reference Materials section. When Mechanical Ventilation is required, please upload a copy of the completed Mechanical Ventilation Calculator with your contractor post-retrofit submission.

Simultaneous Project Submission Requirements:

In September 2015 guidance was provided on submitting multiple projects per home. Namely that Advanced Home Upgrade Default Path projects could only be submitted as the first project at a home, which still holds true. However, as of May 15, 2016 any new reservations received will be limited to a maximum of two total Home Upgrade projects. Additional Home Upgrade projects beyond the maximum of two will not be accepted. After the second project, future projects are required to be an Advanced Home Upgrade Custom project. Advanced Home Upgrade Custom projects do not have a submission maximum.

As a reminder, all projects submitted to the program must meet all requirements independently to be eligible for incentives. 

Updated Combustion Appliance Safety Form:

An updated Combustion Appliance Safety (CAS) testing form is available here for your use. The CAS form is up to date with the newly released QA/QC Inspection Guidelines and is meant as a collection form and reference for your use. This form is not required in your project submissions, however you will need to provide the data on this form if requested by the program during the submission process.

SoCalGas Program Updates

Home Performance with ENERGY STAR® (HPwES) for Home Upgrade is Here: 

HPwES for Home Upgrade is now available for the SoCalGas only program! Previously, HPwES was only available for Advanced Home Upgrade. Make sure to join us at the May 10 Technical Training for more information and details about this exciting program!

Project Processing Training

Thursday, May 5, 2016

8:00 a.m. - 2:00 p.m.

Location: SoCalGas Energy Resource Center, 9240 Firestone Blvd., Downey, CA 90241

Join us for an in-person workshop on Home Upgrade and Advanced Home Upgrade Project Processing! Space is limited, register today!

TechnicalTrainingHome Upgrade Technical Training

Tuesday, May 10, 2016

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

Location: SoCalGas Energy Resource Center, 9240 Firestone Blvd., Downey, CA 90241

Topics Include:

  • Overview of exciting program enhancements
  • Modeling Guidance and Updates
  • Power Strip Promotion information
  • Documentation updates and streamlining
  • California Hub for Energy Efficiency Financing
  • QA/QC Updates

In addition, meet with Mechanical Ventilation manufacturers to learn more about the equipment and benefits of the installation of Mechanical Ventilation in your customers' homes! Come and speak to Panasonic, Broan/NuTone, Tamarack  and more to learn about their products! 

Sales and Marketing Training

Thursday, May 19, 2016

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

Location: SoCalGas Energy Resource Center, 9240 Firestone Blvd., Downey, CA 90241

The Home Upgrade Program team invites you to a workshop designed to help you gain the knowledge, skills, and tools that will help you sell more projects, increase profit margins, and win in competitive situations. Join instructor Judy Rachel to discuss and refine selling skills based on the home performance model!

April 15 Program Updates

Monday, April 18, 2016

Greetings to all Participating Contractors from your Southern California Edison (SCE) and SoCalGas® Energy Upgrade California® Home Upgrade team! Below are a few updates and upcoming training opportunities for Participating Contractors!

Pool Pump Clarification:

For Advanced Home Upgrade default projects seeking pool pump credit - do not model the base or improved pool pumps in your OptiMiser, Cake, or SnuggPro (or EnergyPro) model. Credit will be given for the pool pump during the processing phase of the project by the program processing. Simply indicate that you replaced the pool pump in the WebApp and provide the required documentation to qualify. 

If you are submitting your project via the custom path and are utilizing Optimiser or SnuggPro's utility bill calibration option* you may model existing pool pumps only. This will allow the model to calibrate properly. However, pool pump upgrades should NOT be modeled. Credit will be given for the pool pump during the processing phase of the project by the program processing. Simply indicate that you replaced the pool pump in the WebApp and provide the required documentation to qualify. 

*Utility bill calibration is only availale when submitting projects as Advanced Home Upgrade Custom Path.Utility bill calibration may not be used in projects being submitted to the Advanced Home Upgrade default path.

Incentive Checks: 

Do you have a project where the utility account holder's primary mailing address is not the same as the premise address of the project? If this is the case, it is possible for checks to be sent to the account holder's primary address when it is not the same as the project address. In order to do so, during post retrofit submission simply indicate via a note in the general notes section that the check mailing address is different and include the correct mailing address for the check instead. 

When incentive checks are addressed to the contractor, only one address may be used per contractor account. If your address changes it should be updated as soon as possible to ensure the checks that have been assigned to you arrive without a problem!

If you have an address update or question, please contact your account management team.

Streamlined Required Documentation:

You asked? We listened! You will now only need to upload the applicable signature pages of the Incentive Application to the WebApp at post-retrofit submission. See below for the list of pages that are now required for each application:

  • SCE/SoCalGas Version: pages 9, 10 and 11*
  • SoCalGas/LADWP: pages 8 and 9
  • SoCalGas/Municipal: pages 8, 9 and 10*

*When Applicable

Cake Systems Custom Path Modeling Clarification:

As a reminder, projects submitted using Cake Systems are required to be custom path projects. In previous newsletters guidance was provided that Participating Contractors should use recovery efficiency of Domestic Hot Water (DHW) systems and measured efficiency for Furnaces when modeling the existing condition in a home. Please see the table below to determine which input to use for existing values based on the conditions present for DHW, Furnace, Blower Door Testing and Duct Testing that may preclude you from determining the custom value.  

*Formulas for conversion for recovery efficiency (RE) and Efficiency factor (EF) are as follows:  RE=15.1/(15.1/EF) - SB and EF = EF = 15.1/(15.1/RE + SB)where SB = stand by loss in MMBtu/yr. Cake Systems SB for Gas DHW = 7.0                    

**Reasons a Furnace cannot be tested may be due to: Furnace(s) may be non-operational, and testing cannot be conducted. There could be other safety concerns that prevent the Furnace from being tested in the pre-retrofit stage such as a cracked heated changer, a disconnected vent pipe, or rodent feces. Manufacturers may also prohibit the system's B-Vent to be drilled, or contractor's testing equipment may not be capable of measured efficiency testing.

Note: When a default value is used at test-in and the measure is not upgraded as part of the project's scope of work, the default value must be entered at test-out.   

Updated Documentation for BPI Building Analyst Certification Form:

The BPI Building Analyst form has been updated to reflect the QA/QC Inspection Guideline changes that went into effect April 1, 2016. All projects signed on or after April 1, 2016 require the updated certification form. How will you know you have the correct form? The up to date form shows that it was updated in 2016 in the bottom right hand corner of the page. The new form can be accessed in Program Resources > SCE/SoCalGas Program > Project Processing Documents or SoCalGas Program > Project Processing Documents.

Announcing--One form for both programs:

The new BPI BA Certification Form will be available for use in both programs. You no longer need to match the form you are using to the program the project is submitted to for this document, as it is a one-form-fits-all document! Simply have your BPI BA complete the pre and post retrofit forms and submit the form at post-retrofit submission regardless of project territory. Important Note: This is applicable to only the BPI BA Certification Form--Incentive Applications should always match the appropriate utility providers. Furthermore, the SoCalGas BPI BA Ambient form should only be submitted to the SoCalGas Home Upgrade Program when applicable.  

Hands-On Technical Training: Mechanical Ventilation

Tuesday, April 19, 2016

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

Location TBD

Join the Home Upgrade team to learn Hands-On Mechanical Ventilation skills. The class is limited to ten attendees--reserve your spot today! The address for the class will be provided after successful registration for the event.

BPI BA Training

Monday, April 25 - Friday, April 29, 2016

8:00 a.m. to 5:00 p.m.

Location: Hampton Inn, Cypress

                 10900 Yamaha Ave

                 Cypress, CA 90630

Becoming a Building Performance Institute (BPI) Building Analyst (BA) will help you expand your knowledge of building science, home performance, diagnostic testing and more, and will allow you to perform Energy Upgrade California® Advanced Home Upgrade projects! The Southern California Edison and SoCalGas® Energy Upgrade California Home Upgrade program offers Participating Contractors the opportunity to participate in BPI BA training and obtain certification at a discounted rate. 

Contact your account manager for registration details.

Project Processing Training

Thursday, May 5, 2016

8:00 a.m. - 2:00 p.m.

Join us for an in-person workshop on Home Upgrade and Advanced Home Upgrade Project Processing! Space is limited, register today!

Home Upgrade Technical Training

Tuesday, May 10, 2016

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

Specific topics will be announced soon!

Meet and Greet with Valley Oak Credit Union: REEL Program Training Session

Monday, April 11, 2016

Do you work in the Madera or Tulare counties? Would you like to learn about a way to close more deals? The California Hub for Energy Efficiency Financing (CHEEF) is launching the Residential Energy Efficiency Loan Assistance Program (REEL) aimed at providing attractive financing options to help residential customers complete more energy efficiency home improvement projects. For more information about this program view details here!

You're invited to:

Meet & Greet with Valley Oak Credit Union & REEL Program Training Session

Date: Wednesday, April 13, 2016

Time: 8:00 - 11:00 a.m.

Location: SCE Energy Education

                   Edison Building

                   4175 South Laspina Street

                   Tulare, CA  93274

REEL Program Benefits for You:

  • Learn to close more deals and expand your customer base
  • Receive up to $7,000 in co-op marketing funds
  • Get featured on the statewide Energy Upgrade California website
  • Gain access to free training opportunities with BPI CEUs!

Register today--seating is limited to the first 30 contractors! To register for this free training, email The CHEEF team with your business name, phone number and contact person to cheef@treasurer.ca.gov.

Energy Modeling Updates: EnergyPro Extension

Monday, April 4, 2016

EnergyPro Sunset Extension

You provided feedback, and we listened! The EnergyPro sunset date has been extended. Newreservations modeled using EnergyPro will be accepted until further notice.

During the interim, the program will continue to provide training materials to aid the transition from EnergyPro to your new software choice. 

As a reminder, the new acceptable software choices are: SnuggPro, CakeSystems and OptiMiser. Please inform us as soon as possible which software vendor you are planning to switch to. Let your account manager know or respond here. Please provide your input by April 8 as it will allow the program to better support you with training and other valuable resource materials.

CakeSystems and the Default Program

Upon review of CakeSystems Version 1, it has been determined by the program that it is not appropriate to utilize within the default path. Moving forward, only custom jobs will be accepted for CakeSystems projects with Version 1. The program will reassess Version 2 of CakeSystems for use within the default path this summer when Version 2 is released. 

If you are currently using CakeSystems Version 1 please cease modeling projects using default. Do you currently have some CakeSystems default projects that are modeled or tested-in? Your account manager will be reaching out to you to provide guidance.

CakeSystems and Measured Efficiencies

When modeling with CakeSystems using the custom path, you will need to determine the steady state efficiencies for domestic hot water system and measured efficiency of the furnace instead of utilizing Energy Factor and AFUE (respectively).

Please reach out to your Account Manager with any questions or for more information on the software options. 

Program News and Updates: April 1, 2016

Monday, April 4, 2016

Greetings to all Participating Contractors from your Southern California Edison (SCE) and SoCalGas® Energy Upgrade California® Home Upgrade team! Thank you to everyone who attended the March Technical Training workshop last week. The slides are available for download in the Resources section of the contractors' website.

New Consumer Rebates on Select Variable-Speed Pool Pumps:

Beginning today, April 1, Variable Speed Pump Consumer Rebates of up to $100 on IntelliFlo® and IntelliPro® 2 VST Pumps are available for your customers ($50 on all other IntelliFlo and IntelliPro Variable Speed Pump models which includes VS, XF, VF, VS+SVRS, and i1 models). For more information and details about this promotion please click here.

Meet & Greet with Valley Oak Credit Union & REEL Program Training Session: Do you work in the Madera or Tulare counties? Would you like to learn about a way to close more deals? The California Hub for Energy Efficiency Financing (CHEEF) is launching the Residential Energy Efficiency Loan Assistance Program (REEL) aimed at providing attractive financing options to help residential customers complete more energy efficiency home improvement projects. For more information about this program view details here and be sure to join us for our Meet & Greet

Upcoming SCE Marketing: During May, SCE will promote the Home Upgrade program through the following tactics:

  • Direct Mailer - targeting approximately 150,000 residential customers with a high propensity to participate in Home Upgrade based on age of home and other demographic information.
  •  HTML Email- Targeting approximately 355,000 high-propensity customers
  • Bill Message: 4.2 million residential customers will see information about Home Upgrade during the May billing cycle
  • Home Upgrade Message Integration in SCE OPower Energy Report (email) - to be distributed in May

Upcoming SoCalGas Marketing: During the months of April and May, SoCalGas will promote the Home Upgrade program as well!

  • Bill Insert - targeting 3.9 million residential SoCalGas customers. The bill insert features information on Home Upgrade in both English and Spanish. These bill inserts will hit customer mailboxes April 1 through April 30.
  • Email blast - during May, SoCalGas will distribute a targeted HTML email to customers promoting the program.
  • In addition, SoCalGas is currently developing a comprehensive media plan to promote Home Upgrade to targeted customers. Stay tuned for additional details!

EnergyPro Extension Date: You provided feedback, we listened! The EnergyPro sunset date has been extended. New reservations through EnergyPro will be accepted until further notice. During the interim the program will continue to provide training materials to aid the transition from EnergyPro to your new software choice. As a reminder, the new acceptable software choices are: SnuggPro, CakeSystems and Optimiser. Please tell us which you are planning to switch to here.

New Inspection Guidelines: Check the Program Resources section for the NEW QA/QC inspection guidelines.

Meet & Greet with Valley Oak Credit Union & REEL Program Training Session 

Wednesday, April 13, 2016

8:00 - 11:00 a.m.

SCE Energy Education Center

Edison Building

4175 South Laspina Street, Tulare, CA  93274

Join Valley Oak Credit Union and learn about the REEL Program benefits available for both you and your customers! Learn to close more deals and expand your customer base, receive up to $7,000 in co-op marketing funds, get featured on the statewide Energy Upgrade California website, and gain access to free training opportunities with BPI CEUs! 

Register today--seating is limited to the first 30 contractors! To register for this free training, email The CHEEF team with your business name, phone number and contact person to cheef@treasurer.ca.gov.

Hands-On Technical Training: Mechanical Ventilation

Tuesday, April 19, 2016

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

Location TBD

Join the Home Upgrade team to learn Hands-On Mechanical Ventilation skills. The class is limited to ten attendees--reserve your spot today! The address for the class will be provided after successful registration for the event.

  

BPI BA Training

Monday, April 25 - Friday, April 29, 2016

8:00 a.m. to 5:00 p.m.

Becoming a Building Performance Institute (BPI) Building Analyst (BA) will help you expand your knowledge of building science, home performance, diagnostic testing and more, and will allow you to perform Energy Upgrade California® Advanced Home Upgrade projects! The Southern California Edison and SoCalGas® Energy Upgrade California Home Upgrade program offers Participating Contractors the opportunity to participate in BPI BA training and obtain certification at a discounted rate. 

Contact your account manager for registration details.

Industry Event: 2016 ACI National Home Performance Conference

April 4 through April 7

Austin, TX

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