Job submission process

Please review the Vision system job submission tutorial materials provided here before submitting jobs for the first time.

  • Download instructions on completing the Job Reporting Template for SMUD Home Performance Program (PDF) (updated 2/25/15)
  • Download instructions on submitting new jobs and submitting post-upgrade documentation via the Vision system (PDF) (updated 4/21/16)

STEP 1: DOWNLOAD A JOB REPORTING TEMPLATE AND COMBUSTION SAFETY TESTING FORM

STEP 2: PRE-UPGRADE WALKTHROUGH AND DOCUMENTATION

STEP 2A: COMPLETE WALK-THROUGH OF HOME

Complete a visual walk-though and perform basic measurements (e.g., home square footage, attic area and insulation quality) to help the customer select a scope of work for their home. No test-in diagnostics are required.

STEP 2B: COMPLETE MENU AND JOBINFO TABS (PRE-UPGRADE AND PROPOSED COLUMNS) OF THE JRT TO ESTIMATE SMUD HPP REBATE

Default diagnostic values have been pre-entered on the JRT. Default duct leakage: 28%. Default infiltration: 4.9 SLA, converted to CFM50 in the JRT.

STEP 2C: SIGN CONTRACT WITH CUSTOMER, SCHEDULE WORK START DATE

STEP 3: BEGIN WORK

STEP 4: SUBMIT PRE-UPGRADE JOB REPORTING DOCUMENTS WITHIN 2 WEEKS OF WORK STARTING

We require a pre-upgrade JRT to be submitted within 2 weeks of work starting in order for SMUD to measure its program “pipeline” and to have an ongoing record of customers participating in the program.

The following documents are required to be uploaded as part of the pre-upgrade submission:

  • JRT with Menu and JobInfo tabs completed
  • Any additional documentation to help BKi review the project

STEP 5: FINISH UPGRADE WORK

STEP 5A: COMPLETE UPGRADE WORK ACCORDING TO YOUR CONTRACT

STEP 5B: PERFORM DIAGNOSTIC TEST-OUT

Full test-out diagnostics (blower door, duct leakage, Combustion Appliance Safety) are required for all projects.

STEP 5C: FILL OUT POST-UPGRADE COLUMN OF JOBINFO TAB

Use this tab as a guide for the test-out data you need to collect while performing your post-upgrade home performance assessment.

STEP 6: SUBMIT POST-UPGRADE JOB REPORTING DOCUMENTS

The following documents are required to be uploaded as part of the post-upgrade submission:

  • JRT with Menu and JobInfo tabs completed
  • PG&E Test Measurement Form (if home has natural gas or propane service)
  • SMUD Rebate Application (signed by contractor and customer)
  • Photos of deep buried ducts (if applicable) according to Deep Buried Duct Protocol
  • Any additional documentation to help BKi review the project
  • If BKi has any questions about the submission, the contractor will be notified through the Vision system and asked to clarify the issue before a rebate is issued

If you can complete the upgrade within 2 weeks after work begins, you can submit both pre-upgrade walkthrough and post-upgrade test-out information in a one JRT via a single Vision upload.

STEP 7: RECEIVE REBATE APPROVAL

You will be notified via Vision if any revisions are needed. You will be notified via Vision when the rebate has been approved. BKi will submit the job to SMUD for rebate check processing.

STEP 8: IN-FIELD QUALITY CONTROL

A random sample of your jobs will be selected for in-field quality control (verification). All Participating Contractors must participate in the QC program through which SMUD evaluates program effectiveness and contractors success. On-site post-upgrade QC verification will be scheduled according to each contractor’s random sample rate, which is determined by SMUD and guided by BPI technical standards.

STEP 9: CUSTOMER SURVEY

SMUD will provide the homeowner with the HPP customer survey, which concentrates on both non-energy and energy-related benefits. The overall emphasis of the survey is to gain information on customer satisfaction with the program and the Participating Contractor.

STEP 10: DISPUTE RESOLUTION

SMUD responds to every customer complaint, and seeks a fair settlement acting as a non-party. All disputed projects will be reported to SMUD with the goal of protecting the homeowner from poor service, protecting the Participating Contractor from unreasonable client demands, and protecting the reputation of the SMUD HPP.