As you begin new projects or continue construction on existing projects, we have some helpful reminders, tips, and information for you below.

Intake Process Streamlining
  • The Program will accept third-party energy assessments as a substitute for providing an intake form.
  • For projects that include lighting retrofits, the assessment must contain a complete lighting inventory. If the assessment does not include an inventory, contractors will be required to submit a separate lighting inventory/proposal as part of the intake process.
  • Please keep in mind that the Program will still need to prepare a pre-retrofit energy model to establish baseline energy savings. The third-party’s report information about equipment specs will be incorporated into the baseline model, but the Program will not accept third-party energy savings estimates.

Random Pre-Inspection Process
  • To streamline the intake process, the program has implemented randomized pre-inspection QC rates that are reviewed and adjusted based on the performance history of the contractor and the size of the projects. Please check in with your Account Manager for clarification or guidance.
 
Sales Tool Coming Soon
  • The Program is developing a convenient tool to help you estimate project incentives during initial sales discussions with customers. Your Account Manager will be reaching out to you once the tool is available to walk you through how to use it and answer any questions you may have. Keep an eye out in the next couple of weeks for the launch announcement.

Managing Project Costs
The Program is implementing a new process to better track projects costs:
  • First, in the pre-construction stage, contractors are now required to provide a copy of the customer signed contract or quote with the project’s estimated cost included. The project costs shall only include costs related to the labor and materials for the energy efficiency equipment and installation. 
  • At the end of the project, in the post-construction stage, contractors must provide a signed and paid invoice that indicates and shows the net price amount paid by the customer, inclusive of the project incentive.

Please note that the Program staff reserves the right to dispute any prices that seem excessive throughout the project. If you have any questions, please speak with your Account Manager.

Regarding Change Orders, these are required when there is a deviation from the Reservation Letter in the following instances:
  • Scope of Work
  • Project Cost
  • Installation Completion Date

The Program will accept a Change Order subject to Program review. The Program will not accept any increased project costs or equipment quantities without an approved Change Order.