Contractor Participation Agreement Application

Made Easy Your guide to a quick and stress free contractor participation

agreement Process

• Start Here: https://www.bgesmartenergy.com/residential/heating-cooling

• Select “Become a Participating Contractor”

CPA Submittal

• In “Step 1”, the program overview lists the rebate equipment requirements and additional information about participation

• Select “Contractor Participation Agreement” to begin your application

CPA Submittal

Important Documents• Before logging in and starting your application, it is best to compile the required documents and save them to

your computer

• The required documents are as follows:

– A current copy of your Maryland HVACR License

– Signed Contractor Participation Agreement

– W-9 Form

– Certificate of Insurance

• The General Liability coverage needs to be at least $1 million per occurrence

• The certificate holder should be:

[Enter the name of the Utility]

C/O ICF International7125 Thomas Edison Drive, Suite 100Columbia, MD 21046

• The certificate holder needs to be listed as the additional insured for your General Liability coverage. This can either go in the “Description of Operations” box, or in the “ADDL INSR” column next to General Liability.

• If your Certificate of Insurance does not include Worker’s Compensation and you are excluded from having Worker’s Comp, please fill out and upload a Worker’s Comp exclusion form (available under forms on the contractor participation agreement).

• Once you have your documents ready, select “apply now”

CPA Submittal

• If you would like additional instructions, select “click here”

• Otherwise, select “begin application” to start your contractor participation agreement

CPA Submittal

• If you participate in the SMECO, Pepco or Delmarva Power HVAC Rebate Programs, your log in information will be the same for all of them

• Please use the same username and password that were created when your company first signed up to become a participating contractor by submitting a CPA

• If you are a new user, select “Create Account”

CPA Submittal

• If you selected create account, enter your name, email and a password you will remember

• This email and password will now be your login information for all utility programs

CPA Submittal

Either leave

blank or

input N/A

• If you entered your existing login information, select your primary contact

• This is the email that will receive notifications about your account. If it has changed, then select “add new contact”

CPA Submittal

• To add a new contact, enter the following information and select “submit”

• Remember, the email entered here will receive all notifications and reminders about your account

CPA Submittal

• Once you have selected your primary contact, select submit

CPA Submittal

CPA Submittal

• Once your application has been submitted you will be sent to your Program Application Center

• The application you just submitted will show up under “tasks" as you still need to upload the required documents (HVACR License, W-9 and Certificate of Insurance). Click on the project number to start the upload process.

• Each customer application you submit will have a unique project number

• Be sure to select the right application to upload your documents:

• Project Numbers starting with BGCPPS are contractor applications

• Project Numbers starting with BGVHPS are equipment applications

CPA Submittal

• Once you’ve selected your application, you will be able to view the following:• Messages: See any notes a rebate processor has left about

your application• Current Tasks: Upload your documents• Forms: Here you can review the information you filled in for

the application• Documents and Files: Your documents you upload will

appear here• Equipment: This will populate once a rebate processor has

approved the equipment type you are applying for

CPA Submittal

CPA Submittal

• Once you’ve submitted your application, please keep track of the project number

• A project number is the easiest way for us to look up the application if you contact them with questions about the application

To locate your tasks, select “click here”

CPA Submittal

• Select the blue disk to upload your files

CPA Submittal

• Browse and upload the file that you or someone from your company has saved to your computer

• Please do this for each required document in your tasks

CPA Submittal

• Once you have uploaded the required documents, the tasks will disappear and the files will appear under “Documents & Files”.

• If you run out of spaces to upload documents, please leave a note in the messages section asking for additional spaces to be created.

CPA Submittal

Common Flaws in Certificate of Insurance

• Error: The General Liability coverage is not at least $1 million per occurrence

• Solution: The program requires the contractor to have at least $1 million per occurrence for your general liability coverage. If the Certificate you uploaded has less than this then please upload a new certificate with the minimum of $1 million per occurrence for general liability.

Common Flaws in Certificate of Insurance

• Error: Certificate Holder is somehow incorrect (it’s completely wrong, has the wrong address, etc.)

• Solution: Be sure the Certificate holder is listed as the following

BGE

C/O ICF International7125 Thomas Edison Drive, Suite 100Columbia, MD 21046

Common Flaws in Certificate of Insurance

• Error: The “additional insured” status is missing.

• Solution: The certificate holder needs to be listed as the additional insured for your General Liability coverage. This can either go in the “Description of Operations” box, or in the “ADDL INSR” column next to General Liability.

Common Flaws in Certificate of Insurance

• Error: There is no worker’s compensation coverage on the certificate of insurance, and no worker’s comp exclusion form has been uploaded

• Solution: If your Certificate of Insurance does not include Worker’s Compensation and you are excluded from having Worker’s Comp, please fill out and upload a Worker’s Comp exclusion form (available on the Application tab). If not, please include a Certificate of Insurance that includes Worker’s Comp.

HVACR License Requirements

• Must be issued by the State of Maryland Department of Labor, Licensing and Regulation

• Must say “State Board of HVACR Contractors”

• Must be current/not expired

• Must be Master or Master Restricted

W-9 Requirements

• Must include Name, Tax Classification and address

• Social Security number or Employer Identification number in Part 1 must be filled out

• Part 2 must be signed and dated

• The date next to the signature must be in 2016

Correcting Flaws

• Any flaw messages left by the rebate processors on a flawed application will be sent to the e-mail address listed in the primary contact. If you don’t see these messages in your inbox, please check your spam or junk folder.

• You can also go online to the application processing center to check on the status of your applications.

• Go to this link and select “customer login” https://bgehvacce.programprocessing.com/

Correcting Flaws

• Once you have logged in, you will see your application center

If there is a flaw in

your application, a

space for you to

upload corrected

documents will be

available under

“Tasks”

An explanation of

the corrections that

need to be made to

an application will

be available under

“Messages”

Correcting Flaws

• Upload your corrected document the same way as you did the original documents

• There will be an open space for you to upload the correct documents

Correcting Flaws

• Once you have corrected all the flaws on your application, please leave a note in the message area, this will expedite when an application processor looks at your application again

• Select “Send Us A Message”

• Enter a message stating your flaws have been corrected

Correcting Flaws

Tips and Shortcuts - Documents

• Depending on your scanner’s capabilities, scan all your documents into one file, so you only need to do one upload. Don’t worry about completing all the open tasks, as long as all your documents have been uploaded.

Tips and Shortcuts

• If you need to change your password, return to your Home Page and click on “My Account” under Quick Actions

• Enter New Password

Questions?

Contact Information

Isabel NetoIsabel.Neto@icfi.com443-573-0549

For general program questions, please contact the following:

For questions about customer enrollment or rebate applications please call the call center:

1-888-316-8056