News and Updates

March 15 Program News and Updates

Tuesday, March 15, 2016

Interested in helping make an Energy Upgrade California® Home Upgrade project more affordable for your customers? With the right resources you can help your customers perform energy-efficient upgrades that fit within their budget. Inform your customers about the available financial incentives, financing options and tax credits and let them start taking advantage today!

The Home Upgrade program also offers a variety of financing options to make a Home Upgrade more affordable for your homeowner. There are a variety of interest rates as well as loan options amongst all of the financing companies. To find an option that is right for your customers, please share the Financing options chart with them.

The Federal Tax Credits are back for 2016! Don't forget that tax credits are available through December 31, 2016 on select high-efficiency equipment products. For a complete list of eligible equipment and other important information about available tax credits follow the links below. And, as always, make sure to inform your customers that they should speak to their tax advisor about any tax credits they plan to claim. 

HVAC Tax Credits

Insulation Tax Credits

Water Heater Tax Credits

Window and Door Tax Credits

February Networking Event: Thank you to everyone who came out to our Home Upgrade Networking huddle! We hope you made lasting connections with one another and learned how you can expand and grow your business.

SCE/SoCalGas Program Updates

CF3R Clarification: CF3R documentation is used in the program to verify duct leakage amounts, and as such it is important that all information is correct and accurate on the CF3R. Please be sure to review the information before you submit it to the program and request any corrections from your HERS Rater prior to closing out your project.

Fuel Switching Reminder: Projects that include fuel switching, regardless of any other items included in the scope of work, do not qualify for any incentives under the Energy Upgrade California Home Upgrade Program through SCE or SoCalGas. Please contact your account manager if you have any questions regarding this policy. You will soon see a reminder in the WebApp regarding this policy when you submit your incentive application.

VisionDSM User Interface Update: VisionDSM recently made an update to the design of the user interface. A review of these changes will be covered at the upcoming Contractor Technical Training; see below to register for that event. Have a quick question about the change? Contact your account management team!

SCE/SoCalGas Incentive Application Version 9: Please make sure you are using Version 9 of the SCE/SoCalGas Incentive Application Form. We will not accept previous versions of the application as they are out of compliance.

Participating Contractor Survey: SCE and SoCalGas Program Management would like to request your participation in a very brief survey regarding your participation in the program. Your feedback will help us as we plan training opportunities and events for you in 2016!

Take the survey

SoCalGas Program Updates

SoCalGas Incentive Application Version 9: Please make sure you are using Version 9 of the SoCalGas and SoCalGas/LADWP Incentive Application. We will not accept previous versions of the application as they are out of compliance.

Home Performance with ENERGY STAR®: Don't forget that if you've signed the CPA addendum and are performing Advanced Home Upgrade projects in the SoCalGas service territory to tell your customers about Home Performance with ENERGY STAR and what it means to their home and project. To learn more about Home Performance with ENERGY STAR attend our Social Media 101 Training to gain the knowledge and skills to further market your company. If you have questions or would like more guidance or information, please contact your account manager. 

Energy Modeling Updates

List of Current Approved Software Vendors for 2016: The following vendors are currently approved for Energy Upgrade California Home Upgrade in 2016. We will update Participating Contractors if/when new vendors are approved. 

  • Cake
  • Optimiser
  • SnuggPro

We encourage you to contact more than one vendor and test a few projects to identify which fits best with your business. Training on modeling software is offered by each vendor. 

EnergyPro Sunset Date Reminder: Last accepted new reservations for projects using EnergyPro will be March 31, 2016. The last day to complete post retrofit submission on EnergyPro modeled projects will be May 31, 2016. A note on switching software after a reservation has been submitted: if you choose to change your energy modeling software from one to another, a new reservation must be submitted indicating the updated software and accurate energy modeling results. Please be sure of the energy modeling software you plan to use for the close-out of the project at the time of the reservation, as the software used at pre-retrofit must match the software used at post-retrofit. Once post-retrofit documentation is submitted, the energy modeling software choice is final and cannot be modified.

Pool Pumps: When seeking pool pump credit do not model the pool pump in your OptiMiser, Cake, or SnuggPro (or EnergyPro) model. Credit will be given for the pool pump during the processing phase of the project. Simply indicate that you replaced the pool pump in the WebApp and provide the required documentation to qualify. 

Updates from CakeSystems:  

  • CakeSystems now supports the calculation of kW.
  • CakeSystems Nominal versus Effective values: CakeSystems energy calculations from the EPS Inputs page uses nominal insulation R-values for building shell inputs. The software uses the provided nominal R-value and automatically assigns an effective R-value for the shell assembly based on the research that Michael Blasnik used in creating the SIMPLE energy modeling algorithm. In the Manage Projects section of CakeSystems, you can make adjustments to the effective R-values of the assembly using the Edit Actual Values feature. There, the effective R-value is displayed, and can be adjusted for calculations using an override. This process has proven the most accurate in calculating the energy profile of a building, and predicting the impact of improvements to the structure and systems of the building.

Buried ducts: Additional energy savings credit for buried ducts is not available in CakeSystems. Buried ducts may still occur on the project to qualify for the minimum insulation requirement of R-8, but no additional energy savings credit will be given. 

Quality Control Corner

Managing expectations plays a critical role when it comes to customer satisfaction. All contractors participating in the Program should inform homeowners they may/will be subject to a third party inspection by the Program's Quality Control vendor, RHA Inc.

Each of the first three projects submitted by a contractor are subject to a 100% sampling rate. After that, homes will be inspected based on a proprietary sampling protocol. Subsequent to the first three projects the contractor will not know which projects will or will not be inspected.

These Quality Control inspections are a program requirement designed to ensure the project's scope of work is in compliance with the program guidelines. There is no charge to the contractor or the homeowner for the inspection.

Notifying the homeowners of the possibility of an inspection will not only prepare them for a call from RHA to schedule the inspection, it may expedite the scheduling of the inspection, and reduce the project's cycle time.

Home Upgrade Technical Training

March 24, 2016

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

Join us for Technical Training! Specific topics that will be covered include:

  • Documentation reminders
  • Energy Modeling Updates
  • Positive Pressure Blower Door Testing
  • Updated BPI 1200 program related requirements

After Technical Training, please join us for lunch and Social Media 101 training to learn proper branding and useful marketing tactics. 

SocialMediaSocial Media 101 with Bonus Home Performance with ENERGY STAR® Training 

March 24, 2016

12:30 p.m. to 1:30 p.m.

Interested in reaching potential customers via social media? Want to expand your current online presence, or learn what an online presence even is? We are pleased to offer a Social Media 101 training seminar for Participating Contractors who service the SoCalGas territory to prepare you to take the Internet by storm! As a bonus, we'll also cover what you need to know to use the Home Upgrade and Home Performance with ENERGY STAR brands in your own marketing efforts, whether print or online. Topics will include:

  • Seminar with overviews of the major social media platforms and the most active audiences
  • Determining best platforms to engage customers
  • Establishing your brand on social media
  • Management tools for streamlined distribution
  • Q&A session with a digital and social media expert, Bethany Gardner
  • How to use the Home Upgrade and Home Performance with ENERGY STAR brands in your own marketing efforts
  • At the end of the session you will receive additional Home Performance with ENERGY STAR marketing materials

Industry Event: 2016 ACI National Home Performance Conference

April 4 through April 7

Austin, TX

 

Updates and Training Opportunities: March 1, 2016

Tuesday, March 1, 2016

Updates and Training Oportunities: March 1, 2016

Greetings to all Participating Contractors from your Southern California Edison (SCE) and SoCalGas® Energy Upgrade California® Home Upgrade team! Below, you'll find information about upcoming training opportunities with the program, as well as an update from the Optimiser software team. 

Announcing BPI 1200 Related Program Updates: BPI has announced changes to their standards and as a result the program will be implementing some changes that will reduce the burden for combustions safety testing. As a contractor you can expect:

  • Streamlined worst case depressurization setup and criteria
  • Simplified spillage testing
  • The elimination of instrumental draft testing
  • No more recommendations for undiluted CO Action Levels
  • The depressurization limit table for combustion appliances will no longer be instituted
  • New calculation method for mechanical ventilation

These changes will go into effect on April 1, 2016. To best prepare for these changes, the program will be providing support prior to and after the effective date. You can expect:

  • A detailed outline of related changes
  • Updated QA/QC inspection guidelines
  • Guidance during the March 24 technical training workshop
  • CAS/CAZ and ventilation worksheets

FAQs from Customers: What are the most common questions you receive from your customers? We are developing a FAQ sheet to address frequent questions from customers, and we would like your input! Please email your questions to the program team. 

Fuel Switching Reminder: Projects that include fuel switching, regardless of any other items included in the scope of work, do not qualify for any incentives under the Energy Upgrade California Home Upgrade Program through SCE or SoCalGas. Please contact your account manager if you have any questions regarding this policy. You will soon see a reminder in the WebApp regarding this policy when you submit your incentive application.

Optimiser: Report Content YOUR Way

In a recent newsletter, "Better Reports Faster," the Optimiser team presented its new streamlined report production. Many users have requested a more powerful way to add content to reports. To complement streamlined report production Optimiser created Canned Responses for memo controls. 

Controls for notes, recommendations, and other inputs let you:

  • Create as many versions of the report content as you like, and save for future use
  • Select any one of these "canned" versions that you want to be used for the default
  • Add bold, italic or underline formatting
  • Add paragraph breaks, bullets, or numbered lists
  • Open and edit the memo from within the Report Generator

Canned Responses are available everywhere that long notes can be saved and used in reports. 

BPI BA Re-Certification Written Exam

March 11, 2016

Energy Upgrade California Home Upgrade - BPI Building Analyst Written Exam Re-certification. ** Payment must be in the form of money order or cashiers check only. **

BPI BA Re-Certification Field Exam

March 18, 2016

Energy Upgrade California Home Upgrade - BPI Building Analyst Field Exam Re-certification. ** Payment must be in the form of money order or cashiers check only. **

Webinar: Home Energy Loans Basics

March 23, 2016

8:30 a.m. to 9:00 a.m.

Learn the basics of Home Energy Loans, streamlined financing for Home Upgrade and Advanced Home Upgrade projects.

This 30-minute webinar will help you show your customers:

  • What is available: low rates, flexible terms, no fees
  • Who is eligible: Homeowners who complete HU/AHU with 660+ FICO
  • How to apply: Quick online application with instant pre-approval

For more information on Home Energy Loans click here

Technical Training

March 24, 2016

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

Join us for Technical Training! Specific topics that will be covered include:

  • Documentation reminders
  • Energy Modeling Updates
  • Positive Pressure Blower Door Testing
  •  Updated BPI 1200 program related requirements

Industry Event: 2016 ACI National Home Performance Conference

April 4 through 7

Austin, TX

February 15 Training Updates

Tuesday, February 16, 2016

Greetings to all Participating Contractors from your Southern California Edison (SCE) and SoCalGas® Energy Upgrade California® Home Upgrade team! Below, you'll find information about upcoming training opportunities with the program, as well as an update from the CakeSystems software team. 

Home Upgrade Learning Center: Are you a BPI Building Analyst interested in gaining more CEUs? Are you new to home performance and would like an introduction to building science? Interested in transforming your business from HVAC to Home Performance? Exploring new marketing and sales skills? 

The Home Upgrade Learning Center offers a growing selection of training courses and resources to Participating Contractors in order to enhance your participation in Home Upgrade in the SCE and SoCalGas service territories. After registering, you will be able to browse courses, add them to your course list and undertake self-paced training on your own schedule. 

Access the Home Upgrade Learning Center here. If you need your access information, please contact your account manager. 

Have a topic you would like to have added to our learning center? Email Hannah Laughlin.

Modeling Gas Fired Wall Furnaces with CakeSystems Software: CakeSystems software can model gas fired wall furnaces; however, there is not currently an input choice for this type of heating system.  In the screenshot below, you will see the correct way to enter a gas wall furnace.  This combination of inputs will negate the duct distribution from a forced air gas furnace  so that it models as a stand alone radiant system.  Gas wall furnaces will be included as an HVAC option in CakeSystems Version 2. 

Participating Contractor Survey: If you have not done so yet, SCE and SoCalGas Program Management would like to request your participation in a very brief survey regarding your participation in the program. Your feedback will help us as we plan training opportunities and events for you in 2016! 

Take the Survey

Networking Event

February 25, 2016

5:00 p.m. to 7:00 p.m.

Join your Southern California Home Upgrade team for a fun night of networking with other Participating Contractors. Meet potential partners to work with you on Home Upgrade projects in 2016!

BPI BA Certification

March 7-16, 2016

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 Advanced Home Upgrade projects!

The SCE/SoCalGas 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 discount details, as a special code will be required at registration in order to qualify.

BPI BA Re-Certification Written Exam

March 11, 2016

Energy Upgrade California Home Upgrade - BPI Building Analyst Written Exam Re-certification. ** Payment must be in the form of money order or cashiers check only. **

BPI BA Re-Certification Field Exam

March 18, 2016

Energy Upgrade California Home Upgrade - BPI Building Analyst Field Exam Re-certification. ** Payment must be in the form of money order or cashiers check only. **

Technical Training

March 24, 2016

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

Join us for Technical Training! More information about the specific topics to be covered will be available soon.

Industry Event: 2016 ACI National Home Performance Conference

April 4 through 7

Austin, TX

The Home Performance Coalition has announced that they will award 75 contractor scholarships to attend the ACI National Home Performance Conference in Austin, thanks to a grant received from E4TheFuture, a non-profit organization dedicated to strengthening the home performance industry. Applications must be received by February 19

Updates and Training Opportunities: February 1, 2016

Tuesday, February 2, 2016

Greetings to all Participating Contractors from your Southern California Edison (SCE) and SoCalGas® Energy Upgrade California® Home Upgrade team! Below, you'll find information about upcoming training opportunities with the program, as well as information about scholarships available for the ACI National Conference coming up in April in Austin, TX. 

2016 Communications: During 2016, we're planning to send communications to Participating Contractors twice a month, on or around the 1st and 15th of each month, with longer formal newsletters coming your way in January, March, May, July, September, November and December. We'll keep you up-to-date on training opportunities, industry events and other topics of interest. We will also send occasional updates on special events and any topics that need to be communicated right away. Please make sure that everyone at your company who should receive these updates is on our contact list - feel free to send additional email addresses to your Account Manager. 

Federal Tax Credits: We'd also like to share some exciting information about the renewal of Federal Tax Credits for Consumer Energy Efficiency. These 2016 Federal Tax Credits are good through December 31, and can help offset the cost of energy upgrades even further for your customers! Follow the links below to learn about the Tax Credits available for certain products. And, as always, make sure to inform your customers that they should speak to their tax advisor about any tax credits they plan to claim. 

HVAC Tax Credits

Insulation Tax Credits

Water Heater Tax Credits

Window and Door Tax Credits

Participating Contractor Survey: Finally, SCE and SoCalGas Program Management would like to request your participation in a very brief survey regarding your participation in the program. Your feedback will help us as we plan training opportunities and events for you in 2016! 

Take the Survey

Hands-On Training Series - Positive Blower Door Testing Procedure

February 5, 2016

8 a.m. to 12 p.m.

Join the Home Upgrade team to learn how to perform positive pressure blower door session. Classes limited to ten attendees - reserve your spot today!

Networking Event

February 25, 2016

5:00 p.m. to 7:00 p.m.

Join your Southern California Home Upgrade team for a fun night of networking with other Participating Contractors. Meet potential partners to work with you on Home Upgrade projects in 2016!

BPI BA Certification

March 7-16, 2016

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 Advanced Home Upgrade projects!

The SCE/SoCalGas 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 discount details, as a special code will be required at registration in order to qualify.

BPI BA Re-Certification Written Exam

March 11, 2016

Energy Upgrade California Home Upgrade - BPI Building Analyst Written Exam Re-certification. ** Payment must be in the form of money order or cashiers check only. **

https://events.r20.constantcontact.com/register/eventReg?oeidk=a07ec6cn0kndf0a3fc9&oseq=&c=&ch=

BPI BA Re-Certification Field Exam

March 18, 2016

Energy Upgrade California Home Upgrade - BPI Building Analyst Field Exam Re-certification. ** Payment must be in the form of money order or cashiers check only. **

Technical Training

March 24, 2016

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

Join us for Technical Training! More information about the specific topics to be covered will be available soon.

Industry Event: 2016 ACI National Home Performance Conference

April 4 through 7

Austin, TX

The Home Performance Coalition has announced that they will award 75 contractor scholarships to attend the ACI National Home Performance Conference in Austin, thanks to a grant received from E4TheFuture, a non-profit organization dedicated to strengthening the home performance industry. Applications must be received by February 19.

January 15 Program Updates

Tuesday, January 19, 2016

Program News and Updates: January 15, 2016

Happy New Year! Before we dive in to 2016, we'd like to take a look back at the incredible results and impacts of your work last year. You, our Participating Contractors, are the reason for the great success of the Energy Upgrade California® Home Upgrade program in the Southern California Edison (SCE) and SoCalGas® service territories during 2015. 

Combined, the energy savings impacts of the two programs are equivalent to removing the Greenhouse Gas Emissions of more than 6 million miles driven by passenger vehicles or the Carbon Dioxide produced by the gasoline in 40 tanker trucks. In a place like the greater Los Angeles area, these impacts are important for the health and safety of our community now and for future generations. 

Pat yourselves on the back - you've created jobs, helped put money back into the local economy, provided safer, more comfortable homes for your customers and made a positive impact on the environment. Here's to even more success in 2016!

SCE/SoCalGas Program Updates

Lighting Innovations Program Coming to a Close: Up to $300 in select LED lighting products are available for SCE/SoCalGas Home Upgrade jobs of 150 points or greater through the SCE Lighting Innovation Program through February 29, 2016. Please submit projects by February 15 to allow time for validation and issue of a voucher. Just enter American Lighting or Walters Lighting in the promo code area, and be sure to have your customer sign the Program Agreement. Upload the Program Agreement with your pre-retrofit project reservation in the WebApp. Contact your Account Manager with any questions, and remember that this program offering comes to an end on February 29.

Incentive Application Form Update: We are pleased to inform all Participating Contractors that the 2016 Incentive Application Form (Version 9) is available for download on the program website! Please begin using the new Incentive Application Form immediately for all new projects. 

Visit the SCE/SoCalGas Program Documents Page

Blower Door Testing Procedure Clarification: The positive blower door test is the default test method for Energy Upgrade California Home Upgrade (this applies to both the SCE/SoCalGas and SoCalGas programs). Please be aware that this is how all homes should be set-up and tested in this manner unless circumstances prevent a contractor from doing so. For clarification on positive blower door testing procedures, please see Section 7 Energy Upgrade California Home Upgrade Program QA/QC Inspection Guidelines. For an opportunity to brush up your skills with hands-on training, please see our Training section below.

Fifth Annual Contractor Appreciation Night: Thank you to everyone who was able to attend our Fifth Annual Contractor Appreciation Night event held in Garden Grove in December! Congratulations to all award winners for the 2015 SCE/SoCalGas program, noted in the following list (see the SoCalGas Program Updates section below for a listing of SoCalGas program award winners):

  • Quality Workmanship Gold: McMaster Heating & AC
  • Quality Workmanship Silver: Burgeson's Heating and Air Conditioning, Inc.
  • Quality Workmanship Bronze: Zero Energy Contracting, Inc.
  • Highest kWh Reduction: Home Performance Matters
  • Highest Therms Reduction: Home Performance Matters
  • Rising Star Award: Burgeson's Heating and Air Conditioning, Inc.
  • Customer Satisfaction Top Performer: McMaster Heating & AC
  • Bronze Achievement: Alps Air Conditioning and Heating
  • Silver Achievement: Home Performance Matters
  • Gold Achievement: NuQuest Industries, Inc.
  • Performer of the Year: Zero Energy Contracting, Inc.  

SoCalGas Program Updates

Incentive Application Form Update: The 2016 Incentive Application Forms (Version 9) for SoCalGas and SoCalGas/LADWP projects are also available for download on the program website! Please begin using the new Incentive Application Form immediately for all new projects.

Visit the SoCalGas Program Documents Page

Emergency Equipment Replacement: As we enter the El Niño and associated bad weather, you may receive calls for emergency equipment replacement. Don't forget that these customers are still eligible for Home Upgrade/Advanced Home Upgrade incentives - simply complete the normal program process after you have completed the equipment installation. No additional forms or paperwork are required! 

Fifth Annual Contractor Appreciation Night: Congratulations to the following Participating Contractors who earned 2015 awards from the SoCalGas program!

  • Quality Workmanship Gold: Landmark Construction Crew Incorporated
  • Quality Workmanship Silver: AZ A/C and Heating
  • Quality Workmanship Bronze: Precise Air Systems, Inc.
  • Highest Therms Reduction: Zero Energy Contracting, Inc.
  • Rising Star Award: Hackney, Inc.
  • Customer Satisfaction Top Performer: Building Doctors
  • Bronze Achievement: Building Doctors
  • Silver Achievement: Mediterranean Heating and Air Conditioning
  • Gold Achievement: Progressive Insulation and Windows
  • Performer of the Year: Zero Energy Contracting, Inc. 

Energy Modeling in 2016

In 2016 there will be changes to modeling software; it is our goal to keep all Participating Contractors informed on the ever-changing energy modeling software marketplace. We will continue to provide updates as we receive them in our bi-weekly updates to Participating Contractors. As always, you can reach out to your Account Manager for individual support in selecting and using energy modeling software.

HPXML Uploading to the WebApp is Live: Home Performance XML (HPXML) is a data transfer standard for the home performance industry and has been launched in the SCE/SoCalGas and SoCalGas Advanced Home Upgrade Programs. What does this mean for you? Compatible energy modeling software will now transfer some of the project information directly into the WebApp.  This will reduce the amount of data you will need to input because the HPXML will input it for you! 

HPXML Upload to WebApp Troubleshooting: Are you having trouble downloading and uploading the HPXML of your energy model from the modeling software to the WebApp? Are you receiving an error message when you upload your HPXML to the WebApp? Click the links below to download step-by-step guides on how to download the HPXML and troubleshooting tips for error messages you may receive.

Cake HPXML Guide

SnuggPro HPXML Guide

kW Calculations: kW calculations are provided by some software vendors, including SnuggPro, and will soon be provided by all of the approved modeling software vendors. Please enter the value of the kW as reported by the software if it is available to you. If the modeling software you are using does not calculate kW for you, please enter 99 in the pre-retrofit kW calculation and 99 into the post-retrofit kW calculation on the energy modeling results pages of the WebApp (for reservation and for post-retrofit submission). If this information is not provided by the vendor or these results are calculated, the program will be making these calculations for contractors. Submitting other numbers into the kW calculation fields may cause an inaccurate estimate of the incentive to be calculated for the Notice of Incentive Reservation. 

EnergyPro Sunset Date: Last accepted new reservations for projects using EnergyPro will be March 31, 2016. The last day to complete post retrofit submission on EnergyPro modeled projects will be May 31, 2016. A note on switching software after a reservation has been submitted: if you choose to change your energy modeling software from one to another, a new reservation must be submitted indicating the updated software and accurate energy modeling results. Please be sure of the energy modeling software you plan to use for the close-out of the project at the time of the reservation--as the software used at pre-retrofit must match the software used at post-retrofit.  Once post-retrofit documentation is submitted, the energy modeling software choice is final and cannot be modified.

List of Current Approved Software Vendors for 2016: The following vendors are currently approved for Energy Upgrade California Home Upgrade in 2016. We will update Participating Contractors if/when new vendors are approved.  

  • Cake
  • Optimiser
  • SnuggPro 

We encourage you to contact more than one vendor and test a few projects to identify which fits best with your business. Training on modeling software is offered by each vendor. 

Navigating New Modeling Program Features and Program Requirements: Many of the new modeling programs boast features to aid your energy modeling. Program policy dictates 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

Non-Approved Measures: In order to provide a more accurate projection of the incentive to the homeowner, only submit energy models that include savings for approved measures. Any measures submitted in the energy model for savings and incentives that are not approved (domestic water heater temperature reduction, for example) will be removed from the model and the savings and incentive will be recalculated. See the SCE/SoCalGas and SoCalGas Incentive applications for a list of approved measures. Interested in still including those measures in the model but not affecting the energy savings based incentive calculation? Ask your AM how to create a new measure without energy savings. This will allow you to show the measure as complete and an accurate incentive estimate to your customer. 

Guidance on Using Utility Bill Calibration: If you are using SnuggPro, there is an option to submit the utility bill data to aid in the calibration of the model; however, if you plan to submit through the default program you may not use this feature. Instead, you will be using program defaults. View this helpful graphic to determine if your chosen project path allows you to use this feature.

Upcoming Training Opportunities

Project Processing Training

January 26, 2016

8 a.m. to 2 p.m.

The Southern California Home Upgrade team invites you to join us for an in-person workshop on Home Upgrade and Advanced Home Upgrade Project Processing. Breakfast and lunch are on us! We will also be highlighting the new 2016 Incentive Application Form!

Hands-on Training Series - Positive Blower Door Testing Procedure

February 5, 2016

8 a.m. to 12 p.m.

Join the Home Upgrade team to learn how to perform positive pressure blower door session. Classes limited to ten attendees - reserve your spot today!

BPI BA Certification

February 8-17, 2016

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 Advanced Home Upgrade projects!

The SCE/SoCalGas 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 discount details, as a special code will be required at registration in order to qualify.

Networking Event

February 25, 2016

5 p.m. to 7 p.m.

Join your Southern California Home Upgrade team for a fun night of networking with other Participating Contractors. Meet potential partners to work with you on Home Upgrade projects in 2016!

 

November/December Home Upgrade Newsletter

Wednesday, December 9, 2015

Greetings to all our Participating Contractors from Southern California Edison (SCE) and SoCalGas®! We are excited to sit back, relax and celebrate your accomplishments during 2015 at our fifth annual Contractor Appreciation Night coming up on December 17 in Anaheim! Additional details and a registration link are below. Make sure to register by this Friday, December 11!

Program Participation Updates and Reminders

Contractor Appreciation Night

Join us for a night of fun, food, drinks, prizes and more as we celebrate your achievements and accomplishments in 2015! We appreciate and recognize all of your hard work and look forward to celebrating your success with you! If you plan to attend, please register by this Friday, December 11. 

Date: Thursday, December 17, 2015

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

Location: Embassy Suites Anaheim, 11767 Harbor Blvd., Garden Grove, CA, 92840

Should you prefer to stay the night at the hotel where the event will be held, our team worked with the Embassy Suites to reserve a discounted block of rooms. Room rates: $99 for King and $119 for Double. Please follow this link to learn more.

RHA: QC Reminder

Please make a point to explain to your customers how the QC process works and why it's important. QC inspections can be seen as additional value to homeowners who might be skeptical about having improvements made to their home. As part of that discussion, please inform your customers that they may receive a call from RHA to schedule a QC appointment and that if their project is selected, the inspection must occur in order for them to receive the incentive. Your account manager can help address any customer questions regarding QC.

Top QC and Processing Issues That Delay Incentive Payment 

We have created a document that highlights the main QC and processing issues noted by our program staff. Addressing these issues prior to QC inspection will help avoid incentive payment delays. Similarly, knowing the top processing issues that would cause a project to go into Appeal beforehand will help avoid incentive payment delays. Below is a list of the top QC and Processing Issues. For more details about these issues please click here.

QC Issues

  • Gas Leaks
  • Combustion Appliance Safety/Combustion Appliance Zone (CAS/CAZ)
  • Heat Producing Devices (HPDs)
  • Mechanical Ventilation
  • Combustion Ventilation Air (CVA)
  • Communication
  • Carbon Monoxide (CO) Monitor(s)
  • Possible Asbestos Containing Material (PACM)
  • Red Work Zone (RWZ)

Processing Issues

  • Missing AHRI Certificate
  • Missing Asbestos Abatement Certificate
  • Missing Window Specifications
  • Blower Door and Duct Test Manometer Photos
  • Mechanical Ventilation Verification
  • Gas Leak Documentation
  • Red Work Zone Remediation
  • Health and Safety Remediations
  • Submitted Images
  • CF3R Guidance

NFIR Form

The Notice of Field Identified Recommendations (NFIR) form was created so you aren't impacted by conditions in the home that are outside your scope of work. Use the NFIR form to make homeowners aware of pre-existing issues that may need to be fixed in the home, but are not required by the program or are not a part of your scope of work (e.g., disconnected exhaust fans and heat producing devices in contact with insulation as defined in the NFIR form). In order to request these two-part carbonless forms, please contact your account manager who will provide them to you at no charge.

Check Identifier

You asked and we listened: Effective immediately, theproject identifier, the SEHDPS or SEEPPS number, will be printed on all customer incentive checks for the SCE/SoCalGas joint program in order to easily match the customer with the check.

Home Upgrade Floor Insulation Points

To coincide with PG&E and remain consistent statewide with the Home Upgrade program, we are increasing the number of points earned for floor insulation from 40 to 55. This change is effective as of December 1, 2015.

Fuel Switching

REMINDER: Projects that include fuel switching, regardless of any other items included in the scope of work, do not qualify for any incentives under the Energy Upgrade California® Home Upgrade Program through SCE or SoCalGas. Please contact your account manager if you have any questions about this policy. 

SoCalGas Program Participation Updates and Reminders

Winter Special Extended to 2016!

We're so happy to let you know: incentive levels in areas where SoCalGas provides gas service and electrical service is provided by a municipal utility (ex. Burbank, Glendale, Pasadena, Lompoc, Anaheim, etc.) will continue to be funded at 100 percent of the statewide levels all year in 2016! Be sure to take advantage of this opportunity to sell projects in areas with mature homes that stand to benefit greatly from our program.

Home Performance with ENERGYSTAR® is here!

The SoCalGas Home Performance with ENERGY STAR addendum gives you the ability to use the ENERGY STAR brand on your own marketing materials. The ENERGY STAR brand currently enjoys nearly 90% brand awareness in the USA - your customers recognize the label and associate it with energy efficiency and quality. If you submit Advanced Home Upgrade jobs to the SoCalGas only program and have not yet signed the addendum, contact your account manager to get your addendum taken care of. After you have signed the addendum feel free to download logos, branding use guidelines and other materials in the Home Performance with ENERGY STAR section on the SoCalGas program resources page

Cold Leads Program

If you've had a customer who expressed interest in the program but has not yet completed their project, we can help! Provide us with the information about your Cold Leads and allow the SoCalGas Home Energy Advisor team to contact these customers, address their questions and hand them back to you if their interest is reignited by the discussion. Contact your account manager for more information.

SoCalGas Program Top Performers: Customer Satisfaction

An important part of each project is finding out whether the customer is satisfied with the work and would recommend their contractor to a friend or relative. We are pleased to share the top five performers in customer satisfaction based on projects submitted since January 2015. Congratulations and great job to the following Participating Contractors!

  • well done excellent job or great work congratulations red wax seal stamp Home Performance Matters
  • Building Doctors
  • Mediterranean Heating and Air Conditioning
  • Progressive Windows and Insulation
  • Zero Energy Contracting

​Marketing Tip

Contact the Marketing Team! You can now email the marketing team directly with any questions about co-branding and other general marketing questions or requests.

QC Corner

Incorrect settings on DG-700 for blower door test? Not to worry.

Hate that sinking feeling when you realize you did not have your manometer set correctly. Unfortunately, you probably didn't realize it until long after you left the home. Looking at the photos of your blower door setup, you see that you had the DG-700 Configuration set to "Open," when in fact the fan was fitted with the "A" ring. 

Fortunately there is a way to come up with a correct air-leakage value without having to return to the home and re-test: use the Blower Door Manual Appendix B Flow Conversion Tables.

For example:

  • Your Blower Door reading was 3549 CFM
  • DG-700 Configuration was set to "Open"
  • The fan was fitted with the "A" ring

In the "Open Fan" column of the conversion table, locate 3549 CFM; this equates to a fan pressure of 54pa. Look to the right in the "Ring A" column to find the correct reading of 1330 CFM. It's that easy.

This table can be used for other configurations as well, just locate your values in the proper column and determine the correct value based on how you had your equipment setup. The Energy Conservatory article on this blower door correction is located here.

The ability to easily correct for an improper manometer setting is one reason why it is important to digitally capture images of your blower door manometer as well as the actual fan setup. Ideally you could take one image with the manometer in the foreground and the fan in the background.

A similar procedure could be used for a Minneapolis Duct Blaster by referring to Appendix B Flow Conversion Tables of the Duct Blaster manual. The Energy Conservatory article on this Duct Blaster correction is located here. For auditors performing blower door testing with Retrotec equipment you can follow a similar procedure found in the Retrotec Blower Door Manual by referring to Appendix B Table 8, beginning on page 60. We are told that Retrotech is in the process of developing a procedure to perform this type of calculation via a software link on their website.

Have a tricky question you can't answer or a problem that keeps coming up on your projects? Ask our QC Team! Email us with any questions you would like to see addressed in future newsletters. 

November and December Training Opportunities Inside!

Tuesday, November 17, 2015

Welcome to our Training Update! As an Energy Upgrade California® Home Upgrade Participating Contractor in the Southern California Edison (SCE) and SoCalGas® service territories, a wide variety of training courses are available to you and your staff. You are encouraged to take advantage of these opportunities and enroll in as many courses as you'd like. Please read below for additional details and feel free to contact us anytime if you have questions! 

December 2015 Program Training Opportunities 

Consultative Sales Training

The Southern California Edison (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 us for this special event targeted toward energy efficiency, HVAC and home performance contractors, led by industry experts Judy Rachel and Jay Gentry.  

Specific topics include:

  • Getting the most out of a home performance audit- NEW!
  • Translating audit information for your sales presentation- NEW!
  • Consultative selling process Pre-call preparation
  • Getting off on the right foot Strategic questioning
  • Need-based presentations
  • Handling questions and objections
  • Gaining agreement
  • Building rapport and credibility 

Thursday, December 3, 2015

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

Location: TBD

Space is limited--Register now to reserve your spot!    

Fifth Annual Contractor Appreciation Night

Join us for a night of fun, food, prizes and more as we celebrate your achievements and accomplishments during 2015! We look forward to seeing you all and celebrating your success!

Thursday, December 17, 2015

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

Location: Embassy Suites Anaheim, 11767 Harbor Blvd., Garden Grove, CA, 92840

Upcoming Industry Events and Training Opportunities

Green Homes Sell Faster and For More: What Every Real Estate Professional Needs to Know

November 18, 2015 

9 a.m. to 1 p.m.

Anaheim, CA

Attend this SoCalGas funded complimentary training for up-to-the-minute information from Real Estate and Home Energy professionals on how the home energy industry is impacting the real estate industry-and how to turn this opportunity into result.

Drought Response: Plumbing Code Changes & Greywater, Rainwater, Recycled Water

November 20, 2015 

10 a.m. to 4 p.m.

This new five-hour seminar from Green Technology will offer an in-depth look at the code specifications and help building, design and construction professionals successfully navigate the design, permitting and inspection process.

Fifth Annual Contractor Appreciation Night

Wednesday, November 11, 2015

Join Us For Our Fifth Annual Contractor Appreciation Night!

Dear Contractors,

Please join us for a night of fun, food, drinks, prizes and more as we celebrate your achievements and accomplishments in 2015! We appreciate and recognize all of your hard work and look forward to celebrating your success with you!

Date: Thursday, December 17, 2015

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

Location: Embassy Suites Anaheim, 11767 Harbor Blvd., Garden Grove, CA, 92840

Should you prefer to stay the night at the hotel where the event will be held, our team worked with the Embassy Suites to reserve a discounted block of rooms. Room rates: $99 for King and $119 for Double. Please follow this link to learn more.  

 

November Training Opportunities Inside!

Monday, November 2, 2015

Welcome to our Training Update! As an Energy Upgrade California® Home Upgrade Participating Contractor in the Southern California Edison (SCE) and SoCalGas® service territories, a wide variety of training courses are available to you and your staff. You are encouraged to take advantage of these opportunities and enroll in as many courses as you'd like. Please read below for additional details and feel free to contact us anytime if you have questions! 

November 2015 Program Training Opportunities

Project Processing Training

Join us for an INTERACTIVE in-person training on Home Upgrade and Advanced Home Upgrade project processing coming up on

Thursday, November 52015. Space is limited, so register now and reserve your spot today!

  • Enjoy breakfast and lunch on us!
  • Brush up on processing for Home Upgrade and Advanced Home Upgrade projects
  • Learn how to avoid common processing errors that create delays in payment
  • Troubleshoot specific issues

Bring your laptops if you have them, it will be hands-on and you'll be able to try out solving different issues when inputting project information.

Added bonus: If you have an existing project that you would like in-person assistance with, the processing team will be available to answer your specific questions!

Thursday, November 5, 2015

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

Location: SoCalGas ERC, 9240 Firestone Blvd., Downey, CA 90241

BPI BA Training - FULL

November 2, 3, and 9

Participating Contractors: Please note that the November BPI BA training course is FULL.  Please contact your Account Manager if you are interested in BPI BA training at a future date.  

 

BPI BA Re-Certification Written Exam

Energy Upgrade California® Home Upgrade -BPI Building Analyst Written Exam Re-Certification - November 2015

** Payment must be in the form of money order or cashiers check only**

Tuesday, November 10, 2015

Time: 12 p.m. to 2 p.m.

Location: SoCalGas ERC, 9240 Firestone Blvd., Downey, CA 90241

BPI BA Re-Certification Field Exam

BPI BA Field Exam Re-Certification Energy Upgrade California® Home Upgrade - BPI Building Analyst Field Exam Re-Certification - November 2015

**Payment must be in the form of money order or cashier's check only. ** Additional days will be added as needed. A maximum of four (4) registrants will be taken.

Friday, November 20, 2015

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

Location: TBD

Upcoming Industry Events and Training Opportunities

Green Homes Sell Faster and For More: What Every Real Estate Professional Needs to Know

November 4, 2015 

10 a.m. to 12 p.m.

Riverside, CA

Attend this SoCalGas funded complimentary training for up-to-the-minute information from Real Estate and Home Energy professionals on how the home energy industry is impacting the real estate industry-and how to turn this opportunity into result.

ACI California Regional Home Performance Conference, Sacramento CA

November 9 - 10, 2015

Meet with Home Performance professionals around the region and attend informative sessions to help you grow your business!

SCE and SoCalGas have limited scholarships to attend ACI available. Contact your Account Manager for more information. 

Green Homes Sell Faster and For More: What Every Real Estate Professional Needs to Know

November 18, 2015 

9 a.m. to 1 p.m.

Anaheim, CA

Attend this SoCalGas funded complimentary training for up-to-the-minute information from Real Estate and Home Energy professionals on how the home energy industry is impacting the real estate industry-and how to turn this opportunity into result.

Drought Response: Plumbing Code Changes & Greywater, Rainwater, Recycled Water

November 20, 2015 

10 a.m. to 4 p.m.

This new five-hour seminar from Green Technology will offer an in-depth look at the code specifications and help building, design and construction professionals successfully navigate the design, permitting and inspection process.

Fifth Annual Contractor Appreciation Night

Join us for a night of fun, food, prizes and more as we celebrate your achievements and accomplishments during 2015! We look forward to seeing you all and celebrating your success!

Thursday, December 17, 2015

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

Location: Embassy Suites Anaheim, 11767 Harbor Blvd., Garden Grove, CA, 92840

Program Updates, Upcoming Training and QC Reminders

Friday, October 16, 2015

Greetings to all our Participating Contractors from Southern California Edison (SCE) and SoCalGas®! We enjoyed seeing so many of you at the training workshop last month. Please send your account manager any comments or feedback you have about the event. Our goal is to make all program workshops and events useful and enjoyable for Participating Contractors. Make sure to mark your calendars for our fifth annual Contractor Appreciation Night coming up on December 17 in Anaheim! 

The Program Newsletter covers the below topics:

Joint Program Participation and Reminders

Fuel Switching

Home Upgrade Customer Touch Points

SoCalGas Program Participation Updates and Reminders

Home Performance with ENERGY STAR® is here!

SoCalGas Program Top Performers: Customer Satisfaction

Marketing Tip: Elevator Speech

The work you do is impactful and really cool - but may seem complex or even confusing to people who don't understand the importance of a blower door test! It is important to have a quick elevator speech handy to explain how your work helps improve homes and life for homeowners. 
Your elevator speech should be brief, unique, and persuasive and spark interest about your company and the work you do. You never know when social settings or networking events will introduce you to the next person ready to learn more about improving their home.        
 
Upcoming Training Events and Opportunities            
 
Home Performance Sales Training
 
Certified Aquatic Equipment Installer (CAEI)
 
Project Processing Training
 
ACI California Regional Home Performance Conference
 
Green Homes Sell Faster and For More: What Every Real Estate Professional Needs to Know
 
QC Corner
 
Red Work Zone
 
All About CF3Rs
 
Building Permits
 
The PACM Work Order - Program Recommendation
 
Top Appeal/Pending Contractor Action Issues
 
 
To view the complete newsletter, click here.
 
 
         

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