News and Updates

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