Participation Requirements

Home Upgrade is a contractor-delivered market transformation program that seeks to build the demand for high-performing, energy-efficient homes. We are interested in partnering with home performance professionals who are committed to promoting and executing energy efficiency upgrade projects at the highest possible level.

Our expectations of Participating Contractors:


  • Educates the homeowner/customer on energy efficiency & health and safety
  • Responds quickly to customer questions and needs
  • Makes sure their customers completely understand the work they are recommending and performing in their homes
  • Sets expectations and follows up regularly (more than once) with their customer after the work is done to ensure complete satisfaction and safety
  • Communicates all changes to their customer regardless if the change may improve what was originally agreed upon

Professional Ethics & Integrity

  • Reliable and professional
  • Maintains a trustworthy relationship with the customer
  • Never oversells what they can deliver to the customer
  • Committed to running an ethical business of the highest standards
  • Does not use guerrilla sales tactics to land projects
  • Sells a job based on the overall benefits of retrofits instead of the rebates available for the upgrades
  • Views customers as long term investments and not a tool to make a quick buck
  • Takes ownership and constantly seeks ways to add value to their customers

Quality Work

  • Constantly seeks the future sustainability of their trade and collaborates with technology and technique to offer cutting edge resolutions for their customers
  • Provides exceptional quality of work and leaves the customer home in excellent condition
  • Committed to continuing education, always looking for better ways to deliver value
  • Corrects mistakes ASAP and doesn’t make the same mistake repeatedly
  • Ensures all safety requirements are adhered to

Program Participation

  • Be the face of the program the customers can trust
  • Communicates clearly the requirements of the program and manages expectations
  • Responds quickly to BIG requests for information or documentation
  • Follows through on getting the incentive application in and getting the customer paid

To Qualify as an Advanced Home Upgrade Contractor

Work Experience:

Company must have been in operation for at least 2 years in the home performance industry.

Certifications & Licenses:

All Participants
  • CSLB License Class “B” General Bldg. or “C” license(s) appropriate to scope and installation
  • Building Analyst Certification* (training may be available)
Independent Building Analysts
  • BPI-Building Analyst certification, HERS II Whole House Rater certification (optional)

* All CAS testing must be performed by BPI Building Analyst with Advanced Technical Training


  • General Liability
  • Business Auto
  • Workers’ Comp
  • Bonding

View the Participation Agreement for full insurance details and amounts.

Contractor Participation Agreement

Independent Building Analyst Participation Agreement

Required Trainings

If selected for enrollment, participating contractors and raters must take the following BIG trainings:


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