Trade Professional News Year End 2015


Highlight Image: 
  • Transition to new business energy pricing begins
  • Year-end Program Deadlines
  • New requirements for Trade Professional Alliance Members
  • Tool of the month
  • Training Corner
  • If you missed our Trade Professional Mixer...
  • Discounted Efficiency Sales Professional Certificate Program is back

Transition to new business energy pricing begins

California utilities are shifting to new pricing based on when energy is used. Current rates or pricing plans are changing. Small- to mid-sized business customers on the A rate (schedule A) are being contacted via mail or email with details about the new pricing plans. This transition will take place over several months beginning Nov. 1, 2015 through April 30, 2016.  

What is the A rate? 

A-rate customers are small businesses consuming less than 20 kW of demand in a given billing period.  This pricing plan is a flat electricity rate with a basic monthly service fee.  Prices vary during summer and winter months. 

Why are rates changing?  

All state investor-owned utilities are shifting to new pricing based on when energy is used. The A-rate is closing and will no longer be available effective November 1, 2015.   

What does this mean to a small business?

Under the new pricing plan, electricity costs will vary based on how electricity is used and the time of day. The plan includes a Reduce Your Use event component, which means that when a Reduce Your Use event day is called, considerably higher electricity prices will be charged from 11 a.m. – 6 p.m.

Are there other pricing plans available for these businesses?

Yes, there may be an additional pricing plan options for your customer to consider. Businesses are receiving personalized information for each account(s) they have. SDG&E also has a rate comparison tool to see which plan is more beneficial for your customer. It’s available at    

What does this mean to me as a Trade Professional?

You have the opportunity to help small businesses by providing them with the knowledge and know-how to reduce their electricity use before they are transitioned to a new plan. 

Where to find more information? 

  • Visit 
  • Attend the Rates 101: Understanding Time of Use (TOU) Rates lunch & Learn on November 10
    by clicking here
  • To learn more about how electricity costs vary by time of day and by season, watch our short video “Understanding Time of Use” at

Year-end Program Deadlines

2015 is coming to a close. Learn what that means to your 2015 rebate or incentive project.

What is the deadline for year end to submit my projects?

Rebates: The 2015 rebate application states that completed project application packages must be received no later than December 10, 2015. This includes rebate application, paid itemized invoices, and manufacturer specification sheets. Trade Pros and customers are encouraged to submit rebate applications as soon as possible.

Incentives: Final invoices, associated installation reports for projects that are now currently being installed, must be received by SDG&E no later than December 4, 2015.

On-Bill Financing: On-Bill Financing applications for products purchased and installed in 2015 must adhere to the applicable program guidelines noted above.

What does this deadline mean to me? 

In support of our mutual partnership to achieve our 2015 energy-efficiency goals, we would appreciate your concerted effort to supply the requested documentation by the dates noted above. By submitting projects by the deadlines noted, it essentially “grandfathers” your project to the 2015 program rules and guidelines.

What if I get my application or paperwork in after the deadline?  Are there exceptions to this date? 

Rebates: SDG&E will accept applications through March 31, 2016, provided the application includes documentation that  the project was installed on or before Dec. 31, 2015. For projects installed and applications received after Jan. 1, 2016, program rules in affect at that time will apply.   

Incentives: Projects submitted after December 4, 2015 may be subject to new rules and guidelines that may take effect for the 2016 program year.

On-Bill Financing: On-Bill Financing applications for products purchased and installed in 2015 must adhere to the applicable program guidelines noted above. 

How can I keep track of changes to the 2015 or 2016 Energy Efficiency Programs?

As updates become available, changes to programs offerings, participation requirements, etc. can be found on the Trade Professional Program & Policy web page at

New Requirements for Trade Professional Alliance Members

Effective October 1, 2015, new members of SDG&E’s Trade Professional Alliance will be required to submit a 590 tax form, in addition to the other participation requirements.  This is applicable only to Trade Professionals who have a business address within the state of California.  Listed below are the new requirements:  

  1. Read, sign and submit the 2013-2015 Trade Professional Agreement
  2. Submit a signed W-9 tax form
  3. Submit a signed 590 tax form – Applies only to Trade Professionals who have a CA W9 address
  4. Submit a signed 587 tax form – Applies only to Trade Professionals who have
    a permanent place of business outside the state of California
  5. Attend the Trade Professional Program Essentials training

Tool of the month

HOBO - Data Loggers (Tool #s 118, 120, 122 &124)

Purpose:  HOBO Data Loggers are used to record or measure individual readings at set intervals over a period of time. They can measure air temperature, relative humidity, AC/DC current and voltage, differential pressure, time-of-use, light intensity, room occupancy, plug load and more.

Data loggers are typically compact, battery-powered devices equipped with an internal microprocessor, data storage, and one or more sensors. They can be deployed indoors, outdoors, and underwater, and can record data for up to months at a time, unattended. A data logger may be a single-unit, stand-alone device with internal sensors, which fits in the palm of a hand, or it may be a multi-channel data collection instrument equipped with one or more external sensors.

Key Features:

  • USB connector included
  • Free online software available
  • Compact, reusable and portable
  • Low-cost and easy to setup and deploy

SDG&E’s Energy Innovation Center houses a Resource & Tool Lending Library where you can check out the Trade Pro tools for your next energy-efficiency project, or books and DVDs to advance your knowledge about energy and sustainability. 

Did you know these resources can be borrowed at no cost, for up to two weeks?

Contact the Resource & Tool Lending Library Manager, Ceci Cazares, at (858) 496-7137 or at [email protected] if you have questions.

*The selection of goods and services is the sole responsibility of the customer. SDG&E makes no representations as to the safety, reliability and/or efficiency of goods and services selected. SDG&E makes no warranty, whether express or implied, including warranty of merchantability or fitness for any particular purpose, use or application of selected goods and services. No endorsement is intended or should be inferred.

Don't miss our next Trade Professional Mixer!

Thanks to everyone who attended our 2nd Annual Fall Trade Professional Mixer on October 22. It was another successful event. Afterwards attendees were able to talk one-on-one with Account Executives and network over appetizers and drinks.

Feedback was overwhelmingly positive; from the time of the event to the networking opportunity with SDG&E Account Executives, everyone had a great time.

Were you there? We’d love to hear more about your experience! E-mail us at [email protected] and tell us your story.

Turbocharge your success with our January 2016 boot camp

Back by popular demand, The Efficiency Sales Professional™ Certificate Program is 48 hours of training in sales, efficiency, financial analysis, and personal productivity.

The program can help you become an efficiency ‘sales ninja’ and turbocharge your success by:

• Finding the highest-value customers and getting their attention
• Mapping the decision-making chain and skillfully assessing motivations
• Communicating value and blending emotion and logic to neutralize objections
• Replacing myths with math and escaping the clutches of simple payback period
• Performing in ways that achieve results

SDG&E Energy Innovation Center  |  January 25 – 29, 2016  |  8:30 AM – 5 PM

Who should attend?
Efficiency products dealers and distributors, architects, engineers, mechanical and electrical contractors, energy-efficiency specialists, HVAC and lighting designers, building owners and managers, utility representatives, commissioning authorities, and anyone else whose success depends on the successful advocacy of efficiency projects. 

Cost: Only $495 down from $3,500! SDG&E is sponsoring a limited number of seats exclusively for members of SDG&E’s Trade Professional Alliance.  Learn more and register