Commercial HVAC Optimization Program

Benefits and Incentives
Generate more leads and close more business as a participating Optimization Contractor

Program Benefits

Program Benefits

As a Participating Contractor in PG&E’s Commercial HVAC Optimization Program, you will be able to take advantage of the following benefits:

Contractor Benefits

  • Receive no-cost, comprehensive training that will increase your knowledge and skill-set for implementing the HVAC Optimization service standard with your customers
  • Receive incentives, per unit, to help cover initial inspections, tune-ups, adjustments, cleaning and testing.
  • Enhance your value to your customer as a reliable service provider
  • Increase the frequency of touch points and opportunities with your customer
  • Promote new business sales efforts at a reduced cost
  • Distinguish yourself from other contractors who are not participating in the Optimization Program

Contractor Incentives

Participating Contractors receive incentives for enrolling customers into the Program and for bringing the HVAC equipment to the ANSI/ASHRAE/ACCA Standard 180 Standard baseline. Additional contractor incentives are provided for installing EVC on eligible units.

Customer Incentives

In addition to the incentives paid to the contractor, participating customers can receive up to $3,836 for a three-year service agreement, per unit, based on size, age, and presence of economizer. The customers’ incentives are paid out three times over the course of three-year agreement for Gold Tier, or two times over a one-year agreement for Silver Tier, according the following payment schedule:

Incentives for Gold Tier Customers
When units are brought to a baseline:
(Energy Efficient State)
After year 2 35%*
After year 3 20%*

Incentives for Silver Tier Customers
When units are brought to a baseline:
(Energy Efficient State)
After year 1 20%*

*Percentage of total available incentives

Contractor Energy Efficiency Tasks Analysis includes:
(per the ANSI/ASHRAE/ACCA Standard 180 2012 edition table 5-22)

  • Panels
  • Condenser
  • Condensate Pump
  • Variable Frequency Drive
  • UV Lamp
  • Ductwork / Piping
  • Filter / Housing
  • Evaporator Coil / Fins
  • Drain Pan / P-Trap
  • Moisture Carryover
  • Control Box / Wiring
  • Motor Contractor
  • Bearings
  • Blower Wheel
  • Belts / Sheaves
  • Gas Heat
  • Low Ambient
  • Control System
  • Refrigeration System Test
  • Refrigeration System Service
  • Schedule Management
  • Replace Thermostat
  • Economizer Functional Test
  • Replace Controller / Sensor
  • Integrated Economizer Wiring
  • Renovate Linkages
  • Replace Damper Motor
  • EVC (enhanced ventilation controls – optional)

Bold = Incentivized Tasks

Note: The customer incentive is based on pre-qualified Energy Efficiency Tasks being completed and quarterly inspections completed by the Contractor.

Did You Know?

Customers who participate in the Gold Tier of the Commercial HVAC Optimization Program can receive up to $3,836 in incentives per unit!

Did You Know?

The Commercial HVAC Optimization Program offers Incentives, paid directly to the customer and the contractor, to help offset the incremental cost of the Optimization service agreement! Find a Participating Contractor to get started!

Did You Know?

The Commercial HVAC Optimization Program is designed for rooftop package and split-system units, and can help to lower your HVAC operating, repair and replacement costs, and to minimize system failures that can threaten business operations.

Did You Know?

In Northern California, one-third of a typical commercial building’s energy usage comes from HVAC systems 1 and PG&E’s Commercial HVAC Optimization Program can
help you lower HVAC operating costs.

1 CEUS 3/2006 Report

Did You Know?

Customers who switch from a “service only when needed” plan to the Commercial HVAC Optimization Program can save up to $500/year/unit* in operating, servicing and repair costs! Even customers who operate with a regular “check-based” plan could save up to $260/year/unit*.

*Values reflect national average based on a 10-ton cooling capacity unit.

Did You Know?

You can save even more! PG&E offers your business many ways to save. Get more information on PG&E’s Energy Efficiency Programs and incentives by visiting


Fact Sheet

Sign up to become an HVAC Optimization contractor today! Contact Us