Steps to Participation

The SDHEU matching incentives are in addition to Energy Upgrade California, and require that the customer live in the City of San Diego. The contractor must continue to follow the appropriate Energy Upgrade California steps/guidelines throughout the SDHEU process.

Self-Certification

  • Contractor verifies customer is within moderate-income guidelines using SDHEU Self-Certification form:

Household Size

Maximum Household Income

1 - 2

$63,600

3

$74,800

4

$90,200

5

$105,600

6

$121,000

7

$136,400

For each additional family member

Add $15,400

SDHEU Forms

  • Contractor completes and submits the following required SDHEU forms:
    • SDHEU Customer Application and Terms & Conditions (original)
    • SDHEU Self-Certification (original)
  • Contractor completes and submits the following required Energy Upgrade California forms:
    • Energy Upgrade California Customer Application (copy)
  • Contractor e-mails ALL above documents to This e-mail address is being protected from spambots. You need JavaScript enabled to view it and provides original hard copies to CCSE
    • Up to contractor to make copies of signed forms for customer
  • CCSE emails contractor confirmation of received paperwork
    • CCSE will indicate if paperwork complete or if information is still needed

Energy Upgrades and Job Reporting Template

  • Contractor completes energy upgrades
  • Contractor completes test-in/test-out Energy Upgrade California job reporting template
  • Contractor completes and submits the following required Energy Upgrade California forms:
    • Energy Upgrade California Final Job Reporting Template
    • Energy Upgrade California Project Completion Report
    • Energy Upgrade California Final Contractor Invoice
  • Contractor e-mails ALL above documents to This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Pending Payment/Completed

  • CCSE reviews all Energy Upgrade California required forms
    • QA will occur
  • CCSE provides rebate check to contractor within 30 days upon the satisfactory completion of Step 3
    • Basic Projects - $1,000
    • Advanced Projects - Up to $4,000* (each qualified Advanced Project will receive at least $1,750)
    *Combined incentives may not exceed total project cost, SDHEU matching incentive will pay up to the project cost if this is the case

Please contact Liza Gray at (858) 244-1177 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it with any questions.

 

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