Invoice Requirements

Program Requirement
Tuesday, May 16, 2017

Invoice Requirements

Participating Contractors are required to supply an itemized invoice that includes all measures being claimed for all projects submitted to the Energy Upgrade California® Home Upgrade Program. Invoices should be marked "paid in full" or show a zero balance, or state that the project is being financed by a third-party lender. If the project is being financed, the name of the lending institution must also be provided.

The project cost should include only measures eligible for incentives in the Home Upgrade Program. If your invoice also includes other measures/costs not eligible for incentives in the program, please include a subtotal of the Home Upgrade-related costs on the invoice. The subtotal should not include: costs of diagnostic testing, clean-up costs, preparation costs, permitting and other project costs not associated with an incentive. 

Click the sample invoice image at right to view a full-size PDF. If you have any questions, please contact your account management team. 

Reminder: Technical Training on June 6!

Please join us on June 6 for our last training session until Fall! We will cover the new BPI Healthy Homes Evaluator certification and how it benefits your business and your customers, mechanical ventilation updates, Community Choice Aggregators, safety issues and use of the NOUC/NFIR documents, modeling issues and more! BPI CEUs are available!