Performing a Job

JobSubmission Process_medGet a sense of how a typical Home Upgrade job works for contractors and raters, start to finish.

STEP 1: Test-in Site Assessment

  • Interview homeowner & discuss work scope.
  • Collect job data, such as site inspection, measurements, and photos
  • Collect utility bill data
  • Perform diagnostic & combustion appliance safety tests
  • Complete data collection requirements
  • Determine feasibility of scope of work
  • Discuss assessment with homeowner and refine work scope if necessary
  • Execute a customer-signed contract/scope of work
  • When a Participating Rater is involved, Rater should:
    • Assist in identifying best energy efficiency measures, compiling ideal combination of measures, and collaborating with Participating Contractor and customer to craft scope of work.
    • Note: Determining feasibility of the scope of work and executing a customer-signed contract/scope of work must still be handled by the contractor that the Rater is working with.

STEP 2: Rebate Reservation Application (Pre-installation)

  • Submit pre-installation application online
  • Submit required documentation
  • Documents approved by Quality Assurance Desktop Review

STEP 3: Perform the Work

  • Sign contract with homeowner
  • Pull necessary building permits
  • Complete installation measures

STEP 4: Test-out Site Assessment

  • Perform diagnostic tests such as blower door and duct leakage test
  • Combustion safety test-out
  • Complete Data Collection Requirements

STEP 5: Rebate Request Application (Post-installation)

  • Submit post-installation application online
  • Submit required documentation
  • Documents approved by Quality Assurance Desktop Review Rebate approval issued to PG&E

STEP 6: Homeowner Gets Rebate

  • Rebate check sent to homeowner
  • A sampling of jobs undergo Field Quality Assurance or PG&E Central Inspection Program