Contractors interested in Advanced Home Upgrade need to attend at least one of two primary training courses (attending both is recommended).
Visit the Events page to register for an upcoming training.
Yes, a rater may work with multiple contracting companies participating in Home Upgrade and Advanced Home Upgrade.
Rater companies must be BPI BA accredited and possess HERS II Whole House Rater certification. Individual raters must be BPI certified professionals and possess HERS II Whole House Rater Certification.
No, BPI Accredited participating contractors sign an Accreditation Agreement stating that all employees will comply with safety and quality assurance protocols, in compliance with BPI’s Quality Assurance Program requirements. However, CAS testing must be performed by a BPI-certified professional or a representative from a BPI accredited company.
CAS testing must be performed or supervised by a BPI BA for both Home Upgrade and Advanced Home Upgrade, in compliance with BPI Technical Standards for the Building Analyst Professional, along with adhering to BPI combustion safety and BPI carbon monoxide protection standards. This inspection includes testing for carbon monoxide (CO) measurement at each appliance, draft measurement and spillage evaluation for atmospherically vented appliances, and worst-case negative pressure measurement for each Combustion Appliance Zone (CAZ). Combustion safety test results must trigger action based upon the Combustion Safety Action Level table specified in the standard.
A BPI-certified Building Analyst Professional (BPI BA) must complete the home performance assessments in accordance with the BPI Technical Standards for the Building Analyst Professional and Whole House Action Guidelines. A BPI-certified professional must perform or supervise the performance of all Combustion Appliance Safety (CAS) Testing. Additional BPI specializations help differentiate your company in the marketplace and include:
We list these BPI specifications on the Contractor Search function of the PG&E customer website.
A CSLB B License is required for Advanced Home Upgrade. In addition, a CSLB license appropriate to the scope of work is required for contractors performing Advanced Home Upgrade jobs. Classifications C2, C4, C5, C6, C7, C9, C10, C16, C17, C20, C33, and C38 are some of the licenses appropriate for work in the program.
Contractors must be properly licensed, insured, and attend required trainings. View the full requirements here. Learn more by registering for a mandatory introductory webinar; browse the events calendar for the latest sessions.
Yes. Build It Green collaborates with marketing and sales experts to offer monthly and bi-monthly webinars, covering various topics that help you stay on top of industry updates, resources, and techniques to sell home performance and the Home Upgrade program. Visit the Events and Training section for upcoming events.
Program participants may use the Energy Upgrade CA logo if they follow all of the branding requirements. For details, refer to the Energy Upgrade California® Home Upgrade Usage & Graphic Standards Guide.
Contractor marketing materials must follow the Energy Upgrade California® Guidelines for Customer Collateral and the Home Upgrade Usage & Graphic Standards Guide. The current version of both of these guides will always be on the Home Upgrade website marketing tab.
Field verification failures will trigger corrective actions. Build It Green will communicate required corrective actions, timing, and documentation protocols required for resolution. Failure to resolve corrective action requirements in the specified timeframe may result in disciplinary action, including increased sampling rates or potential suspension.
Results of completed field verifications are emailed to contractors from Build It Green FQC within days to weeks of the field verification. For more information on completed field verifications, contact Build It Green FQC at (510) 590-3360 ext. 607.
Yes. PG&E will randomly select and inspect 10% of Home Upgrade applications submitted through PG&E’s rebate processing system. Inspections conducted by PG&E’s Central Inspection Program (CIP) are mandatory. Homeowners can also call the Residential Customer Service Center at (800) PGE-5000 or (800) 743-5000 to verify that the field inspector is an authorized PG&E employee.
Field verifications are performed on completed jobs to obtain a representative sample of your company’s work. Separate sampling tiers are established for each contractor and rater based on job performance in accordance with the Home Upgrade program guidelines. For more details on the sampling tiers, see Table 8: Field Verification Sampling Tiers in the Home Upgrade Program Participant Handbook.
Participating contractors will need to complete the job within 45 days of their first assessment or risk losing rebate funds reserved for their job. If more than 45 days pass after the pre-installation home performance assessment, participating contractors or raters may need to resubmit the job.
Yes, the purpose of the pre-installation review is (a) to allow for a pre-installation verification and (b) to confirm that the home and proposed scope of work qualify for the Program. Changing the scope of work after the job has been authorized to proceed is common and acceptable in this program, as long as the post-installation documentation reflects the actual installed measures rather than the proposed upgrade measures. Keep in mind that the final modeled energy savings (and therefore the final rebate value) will be determined by the actual installed post-installation conditions of the home.
For Home Upgrade, heat pumps only qualify for the air conditioning measure if the existing system was a heat pump.
Unlike Advanced Home Upgrade, diagnostic testing is dependent on scope of work and is only required at test-out. CAS testing is still required at test-in and test-out.
In instances where an appliance fails the CAS testing, the participating contractor or rater must call a PG&E or SoCalGas GSR, per Whole House Action Guidelines requirements. To schedule a GSR inspection, call PG&E’s Central Inspection Program (CIP) at (800) 813-1975 during normal business hours or the PG&E Smarter Energy line at (800) 743-5000 for 24-hour service. SoCalGas can be reached at (800) 427-2200. The most current version of the Whole House Action Guidelines will always be on the Home Upgrade website Installation tab. https://homeupgrade.org/resources/documents/#performing-jobs
Ambient CO is tested at the supply grill closest to the furnace and within 6-12 inches in front of or around the appliance.
Yes. You will need to test for Worst Case Depressurization, gas leaks, and ambient CO. (Even if the unit is in a vented attic, it will still need to be tested.)
Yes, you may send different HERS Whole House raters to complete testing on a home if each rater is also BPI certified or if the rating company is BPI accredited and the professionals performing the tests have taken the Advanced Technical training.
Per BPI standards, Advanced Home Upgrade requires test-in and test-out CAS testing for ALL combustion appliances. Build It Green will not authorize any work without this test. For more information, refer to the Whole House Combustion Appliance Safety Test Procedure and the Participant Handbook. The most current versions will always be on the Home Upgrade website Installation tab. https://homeupgrade.org/resources/documents/#performing-jobs
Yes. Finance programs may vary by region, but in PG&E territory many homeowners can access conventional financing from CHF, or the innovative new Property Assessed Clean Energy (PACE) financing through CaliforniaFIRST, HERO, Clean Energy Sacramento, or emPower. Visit PACENow.org for Property Assessed Clean Energy financing for a variety of home performance projects.
Refer to the Advanced Home Upgrade Desktop QA checklist for guidance. The most recent version will always be on the Home Home Upgrade website Submitting Jobs tab. https://homeupgrade.org/resources/documents/#submitting-jobs
Yes, an audit in compliance with HERS II standards must be performed by a participating Home Upgrade rater for Advanced Home Upgrade. Once the scope of work has been determined and before the installations have begun, a test-in assessment must be performed – this assessment can take place up to 120 days before work is started.
PG&E electric customers who use propane to fuel items within their home (stove, water or space heating) are eligible for rebates for electric savings through the Home Upgrade pathways. Mobile homes on a chassis and axle constructed under HUD codes do not qualify. Please refer to Program Guidelines for Electric Customers with Propane Gas Appliances for more information.
Advanced Home Upgrade allows for single-family detached homes as well as 2-4 unit homes. Mobile (modular) homes may qualify for the program are on foundations (no axels or chassis), and have PG&E service IDs.
A homeowner must work with a participating contractor to qualify for rebates.
No. “Double-dipping” refers to homes that are eligible for multiple rebates from PG&E. PG&E will not pay a homeowner twice for the same upgrade.
If PG&E provides natural gas service to the home, but electricity is obtained from a utility provider other than PG&E, or vice versa, PG&E will pro-rate the rebate according to the proportion of total savings attributable to natural gas.
PG&E issues the rebate check, which may be issued to the homeowner or contractor. If the rebate is assigned to the contractor, a Customer Incentive Payment Assignment Form will need to be completed and submitted. Build It Green submits the rebate application to PG&E, which initiates the rebate check process, but Build It Green does not issue checks. Checks are processed in 6-8 weeks upon final approval by PG&E.
Advanced Home Upgrade rebate values are determined by the modeled energy savings achieved by the upgrade and are listed below.*
|10% savings:$550||30% savings: $2,500|
|15% savings: $850||35% savings: $3,000|
|20% savings: $1,150||40% savings: $3,500|
|25% savings: $1,450||45% savings: $4,000|
*After the $4,000 rebate is achieved, it may be possible to receive a higher rebate up to $6,500, depending on kicker incentives received for kilowatt and therm savings. These savings will be automatically calculated when submitting applications. Note that the estimated post-installation energy savings that you model before work begins may not match the simulated energy savings modeled based on actual post-installation measures. This can happen if the scope of work changes during the job or if test-out results are different from what you expected to achieve.
Homeowners participate in this rebate program for many reasons including improving the comfort of their home and saving money on their energy bills. We leave it up to the homeowner and the contractor to decide if this program is right for them.
Participating Contractors have been selected by Build It Green and specifically trained to deliver Advanced Home Upgrade. Participating contractors have met required qualifications to be part of the program and joined the ranks of Home Performance professionals who are experts in energy efficiency. All Participating Contractors have a valid California contractor’s license, appropriate bonding, and have specified certifications and/or training for the work being performed in the “whole house” concept and the comprehensive building science diagnostic assessments.
PG&E customers with at least one energy fuel supplied by PG&E (electric and/or natural gas). In regions where Southern California Gas supplies natural gas the gas portion of the rebate is paid by SCG. In regions where electricity is supplied by another entity (eg. SMUD) the rebate is pro-rated for only the fuel supplied by PG&E.
Funding comes from utility customers under the auspices of the California Public Utilities Commission. Incentives are offered on a first-come, first-served basis and are effective until funding is expended or the program is discontinued. Programs may be modified or terminated without prior notice.
Yes, as long as the scopes of work for each project are different.
With Home Upgrade, homeowners choose three or more measures from a flexible menu of options, including one basic measure. Each measure has an assigned number of points, with bonus points for additional basic measures. The more points, the higher the rebate, up to $3,000. No energy saving models are needed.
The Advanced Home Upgrade pathway is typically more complex, involving deep improvements. It requires a comprehensive energy assessment using energy-modeling software (EnergyPro) to create a customized energy-saving plan for a home. Advanced Home Upgrade focuses on sealing up leaks and improving the shell of a house, keeping a home comfortable inside and lowering energy bills. Rebates up to $5,500 are determined by the total energy savings calculated by EnergyPro, the modeling software.
Home Upgrade is a statewide program that offers rebates of up to $5,500* when homeowners make energy-saving improvements to their homes. The program rewards them for taking a comprehensive, whole-home approach to energy efficiency, rather than focusing on individual improvements. Heating, air-conditioning, and water heating all work together to help homeowners live comfortably and lower utility bills.
*This rebate may be eligible for a higher incentive for significant energy savings.
Contact Customer Service at 510-285-6222 or email email@example.com with specific questions. Build It Green also offers mentoring services – please contact Customer Service for this as well.
Upon becoming an approved participant, you will receive an email with this information. Contact Customer Service at 510-285-6222 or email firstname.lastname@example.org if you have problems logging into your account.
Once the test-in documentation has been submitted, contractors are advised to wait for approval of the Pre-Install application to be issued before starting the upgrade work. Contractors confident that the job qualifies can proceed with work without Build It Green approval at their own risk.
There is no typical timeline for a rebate to be processed. Once submitted to Build It Green, an application undergoes Desktop Review, where the application is reviewed by Build It Green’s internal review team. If there are no corrections to be made, the application is sent to PG&E for review before final approval. There may be required field quality control inspections from either or both Build It Green or PG&E that may delay the approval process, and in that case both the contractor and homeowner will be notified.
For Advanced Home Upgrade applications are submitted in two stages, first as a pre-installation and second as a post-installation.
Required documents for Pre-Installation:
Required documents for Post Installation: