General Instructions

The primary point of contact between your company and the BGE HVAC Diagnostic Tune-Up Rebate Program should complete this application.

The application process will include the following steps:

1. Creating a user account for the online system, if you have not done so previously. 
2. Creating contact records in the online system for yourself (if you have not done so previously) and the BGE customer for whom the diagnostic tune-up was performed.
3. Providing additional application information, including details about the equipment.and performance data.
4. Reviewing and agreeing to the terms and conditions for program participation.
5. Uploading required supporting documentation including a copy of the customer invoice, the completed performance worksheet, and a copy of the terms and conditions that has been signed by the customer receiving the diagnostic tune-up.

Detailed instructions are provided below.

Create New Application – No Existing Account

1. Click “Begin Application” button

2. Click “Create Account” button

3. Enter Account information to create your user account for the online system. Please note the Email Address and Password used to create your account; after submitting your application you will have the ability to log in to your account using this information to review your application and check its current status.

• Enter First and Last Name.
• Enter an eMail Address to which messages about this application should be sent.
• Enter N/A for Utility Account Number.
• Choose a password and enter it into the Password and Repeat Password fields.
• Select “Submit Information” button

4. Provide contact information for the Primary Contact. The primary contact is the individual who should be contacted with questions about the application.

• Select a Contact Type of “Primary”.
• For Name This Contact, enter HVAC Contractor.
• Enter Contact First Name and Contact Last Name.
• Enter your Company Name.
• Leave Account Number blank.
• Enter your company’s Address, City, State, and Zip.
• Enter your Phone number. If desired, provide an alternate phone number in the Cell field and a fax number in the Fax field.
• Enter the same E-mail Address used when creating your account. This is the e-mail address to which correspondence regarding the application will be sent. Failure to enter an e-mail address may result in delays processing your application should we need to contact you. (Messages sent by the system will come from the e-mail address contact@programprocessing.com. Please add this e-mail address to the approved contacts list for your e-mail program to ensure that e-mails sent by the system are not routed to your junk e-mail or spam folders.)
• Leave Tax ID blank.
• Select “Submit” button

5. Click Add New Contact to enter information about the customer for whom the diagnostic tune-up was performed.

• Select a Contact Type of “Premise”.
• For Name This Contact, enter the customer name.
• Enter customer’s first and last name in the Contact First Name and Contact Last Name fields.
• Leave Company Name blank.
• Enter the customer’s 10 digit BGE account number in the Account Number field. A valid account number must be provided to avoid delays processing the application.
• Enter the Address, City, State, and Zip at which the diagnostic tune-up was performed.
• Enter the customer’s Phone number. If desired, provide an alternate phone number in the Cell field.
• Leave Fax blank.
• If desired, enter the customer’s email address in the E-Mail field.
• Leave Tax ID blank.
• Select “Submit” button

6. On the Assign Application Contacts screen:

• Select the HVAC Contractor entered in Step 4 from the Primary Contact drop down box.
• Select the customer entered in Step 5 from the Premise Contact drop down box.
• Select your company’s name from the Contractor drop down box.
• Click Submit.

7. Enter information on the Your Application page. **PLEASE ENTER DATA IN ALL CAPS** The following bullets summarize the information that will be required in order to complete the application. All required information can be found in the Diagnostic Tune-up Performance Worksheet completed by your technician.

• Customer Information Section:
  • Type of Service (Electric, Gas or Gas & Electric)
• Participating Contractor Information Section
  • Contractor Technician Name
• Installed A/C or Heat Pump Information Section
  • If an A/C or Heat Pump was serviced, then the following fields are required:
    • Type of Equipment (select either A/C or Heat Pump)
    • Service Date (Utilize the calendar to select the date of service. Do not manually enter the date.)
    • Manufacturer
    • Condenser/Outdoor Unit Model #
    • Condenser/Outdoor Unit Serial #
    • Coil/Indoor Unit Model #
    • Coil/Indoor Unit Serial # (if available. If not enter 0)
    • Tonnage (condenser only)
    • SEER (enter rated SEER if known; 0 if unknown)
    • Total Incentive
  • If a Heat Pump was installed, then HSPF is required.

• Installed Gas Furnace Information Section
  • If a Gas Furnace was serviced, then the following fields are required:
    • Manufacturer
    • Model #
    • Serial #
    • Capacity/BTU (Input only)
    • AFUE
    • ECM or ICM (indicate Yes or No from the drop down menu)
    • Total Incentive
  • If ECM or ICM = ‘Yes’, then Motor Type is required.

• Pre-test Performance Data
  • Outdoor Ambient Temperature (DB) (in °F)
  • Fan Airflow (CFM)
  • Coil Entering (WB) (in °F)
  • Coil Leaving (WB) (in °F)
  • Blower Motor Watts
  • Compressor Watts
  • Condenser Fan Watts
  • System Watts
  • Coil Capacity (Btuh)
  • Equipment Nominal Capacity (Btuh)
  • System Effective Efficiency (%)
    System Effective Efficiency equals Coil Capacity (Btuh) divided by Equipment Nominal Capacity (Btuh)

• Post-test Performance Data
  • Outdoor Ambient Temperature (DB) (in °F)
  • Fan Airflow (CFM)
  • Coil Entering (WB) (in °F)
  • Coil Leaving (WB) (in °F)
  • Blower Motor Watts
  • Compressor Watts
  • Condenser Fan Watts
  • System Watts
  • Coil Capacity (Btuh)
  • Equipment Nominal Capacity (Btuh)
  • System Effective Efficiency (%)
    System Effective Efficiency equals Coil Capacity (Btuh) divided by Equipment Nominal Capacity (Btuh)
• Payment Option Section
  • Please indicate who will be receiving the rebate
  • Total Incentives

8. Read through the Terms & Conditions Section

9. Check the “Yes” check box in the “SIGNATURES” section and Select Submit button

10. Following submittal, you will be forwarded to the Welcome page. This page will indicate that you have tasks to complete. Click the hyperlink under the Tasks header to access your application, from which you will upload required supporting documentation. Failure to upload the required supporting documentation will result in delays processing your application.

11. The Your Tasks screen will be displayed. Click the “?” icon in the Action column next to the ‘UPLOAD INVOICE’ task. This will open the Upload Files window.

12. Click on the “Browse” button. Navigate to the location of your Invoice, select the form, and click “Open”. This will cause the file path to be displayed in the File field.

13. Click “Upload” to upload the file.

14. After attaching a copy of the customer invoice, repeat steps 10-13 to upload the Terms and Diagnostics Tune-up Performance Worksheet and customer-signed Terms and Conditions as indicated in the workflow tasks. Once all documents are uploaded, click the Refresh icon in the upper right. The screen should refresh to show all action buttons with a green check mark indicating the tasks are complete.

15. When you are done, click the X in the upper right hand corner of the screen to close it.

16. Log out of the online system using the “LOG OUT” hyperlink or simply close your browser.

17. Following submittal, you may log back onto the system to check the status of your rebate in the Program Application Center. Here you can view submitted Applications, Tasks, & Messages. To review an application, click on the Applications Tab. Here you will see all applications you have submitted.

A status of Application Complete indicates that a rebate check has been mailed. The unique Project # assigned to your application is also displayed. If you have instructed that payment be made to the contractor, then this Project # will be referenced on the rebate check.

To view an application, click on the VIEW button.

18. Within the Manage Application window, you can select several tabs to view information about your specific application. The Messages tab will display any notes concerning your application. The Application tab will display a copy of your application. The Rebates tab will display the rebate value associated with your application once the application has reached a certain point in the review process.

19. Within the Manage Application window, you can select the Print icon to print a copy of the application.

Create New Application – Existing Account

1. Click “Begin Application” button

2. Enter the Email Address and Password provided when you initially created your account. (If you have forgotten your password, use the link below the login fields to retrieve it. This will cause the system to email you a new password. Please add the email address contact@programprocessing.com to the approved contacts list for your email program to ensure that you receive the email containing the new password. You may change your password after logging on by clicking the Edit Your Profile link at the top right of the Welcome tab within the Program Application Center.)

3. Click “Account Login” button

4. Once Logged in, click the Apply Now menu item on the left side of the screen to start the application process, and then click Begin Now.

5. On the Assign Application Contacts screen, if you have not done so when entering a previous application click Add New Contact to enter contact information for the Primary Contact. The primary contact is the individual who should be contacted with questions about the application

• Select a Contact Type of “Primary”.
• For Name This Contact, enter HVAC Contractor.
• Enter Contact First Name and Contact Last Name.
• Enter your Company Name.
• Leave Account Number blank.
• Enter your company’s Address, City, State, and Zip.
• Enter your Phone number. If desired, provide an alternate phone number in the Cell field and a fax number in the Fax field.
• Enter the same E-mail Address used when creating your account. This is the e-mail address to which correspondence regarding the application will be sent. Failure to enter an e-mail address may result in delays processing your application should we need to contact you. (Messages sent by the system will come from the e-mail address contact@programprocessing.com. Please add this e-mail address to the approved contacts list for your e-mail program to ensure that e-mails sent by the system are not routed to your junk e-mail or spam folders.)
• Leave Tax ID blank.
• Select “Submit” button

6. Click Add New Contact to enter information about the customer for whom the diagnostic tune-up was performed.

• Select a Contact Type of “Premise”.
• For Name This Contact, enter the customer name.
• Enter customer’s first and last name in the Contact First Name and Contact Last Name fields.
• Leave Company Name blank.
• Enter the customer’s 10 digit BGE account number in the Account Number field. A valid account number must be provided to avoid delays processing the application.
• Enter the Address, City, State, and Zip at which the diagnostic tune-up was performed.
• Enter the customer’s Phone number. If desired, provide an alternate phone number in the Cell field.
• Leave Fax blank.
• If desired, enter the customer’s email address in the E-Mail field.
• Leave Tax ID blank.
• Select “Submit” button

7. On the Assign Application Contacts screen:

• Select the HVAC Contractor entered in Step 5 from the Primary Contact drop down box. 
• Select the customer entered in Step 6 from the Premise Contact drop down box.
• Select your company’s name from the Contractor drop down box.
• Click Submit.

8. Enter information on the Your Application page. **PLEASE ENTER DATA IN ALL CAPS** The following bullets summarize the information that will be required in order to complete the application. All required information can be found in the Diagnostic Tune-up Performance Worksheet completed by your technician.

• Customer Information Section:
  • Type of Service (Electric, Gas or Gas & Electric)
• Participating Contractor Information Section
  • Contractor Technician Name
• Installed A/C or Heat Pump Information Section
  • If an A/C or Heat Pump was serviced, then the following fields are required:
    • Type of Equipment (select either A/C or Heat Pump)
    • Service Date (Utilize the calendar to select the date of service. Do not manually enter the date.)
    • Manufacturer
    • Condenser/Outdoor Unit Model #
    • Condenser/Outdoor Unit Serial #
    • Coil/Indoor Unit Model #
    • Coil/Indoor Unit Serial # (if available. If not enter 0)
    • Tonnage (condenser only)
    • SEER (enter rated SEER if known; 0 if unknown)
    • Total Incentive
  • If a Heat Pump was installed, then HSPF is required.

• Installed Gas Furnace Information Section
  • If a Gas Furnace was serviced, then the following fields are required:
    • Service Date
    • Manufacturer
    • Model #
    • Serial #
    • Capacity/BTU (Input only)
    • AFUE
    • ECM or ICM (indicate Yes or No from the drop down menu)
    • Total Incentive
  • If ECM or ICM = ‘Yes’, then Motor Type is required.

• Pre-test Performance Data
  • Outdoor Ambient Temperature (DB) (in °F)
  • Fan Airflow (CFM)
  • Coil Entering (WB) (in °F)
  • Coil Leaving (WB) (in °F)
  • Blower Motor Watts
  • Compressor Watts
  • Condenser Fan Watts
  • System Watts
  • Coil Capacity (Btuh)
  • Equipment Nominal Capacity (Btuh)
  • System Effective Efficiency (%)
    System Effective Efficiency equals Coil Capacity (Btuh) divided by Equipment Nominal Capacity (Btuh)

• Post-test Performance Data
  • Outdoor Ambient Temperature (DB) (in °F)
  • Fan Airflow (CFM)
  • Coil Entering (WB) (in °F)
  • Coil Leaving (WB) (in °F)
  • Blower Motor Watts
  • Compressor Watts
  • Condenser Fan Watts
  • System Watts
  • Coil Capacity (Btuh)
  • Equipment Nominal Capacity (Btuh)
  • System Effective Efficiency (%)
    System Effective Efficiency equals Coil Capacity (Btuh) divided by Equipment Nominal Capacity (Btuh)
• Payment Option Section
  • Please indicate who will be receiving the rebate
  • Total Incentives

9. Read through the Terms & Conditions Section

10. Check the “Yes” check box in the “SIGNATURES” section and Select Submit button

11. Following submittal, you will be forwarded to the Welcome page. This page will indicate that you have tasks to complete. Click the hyperlink under the Tasks header to access your application, from which you will upload required supporting documentation. Failure to upload the required supporting documentation will result in delays processing your application.

12. The Your Tasks screen will be displayed. Click the “?” icon in the Action column next to the ‘UPLOAD INVOICE’ task. This will open the Upload Files window.

13. Click on the “Browse” button. Navigate to the location of your Invoice, select the form, and click “Open”. This will cause the file path to be displayed in the File field.

14. Click “Upload” to upload the file.

15. After attaching a copy of the customer invoice, repeat steps 12-14 to upload the Diagnostics Tune-up Performance Worksheet and customer-signed Terms and Conditions as indicated in the workflow tasks. Once all documents are uploaded, click the Refresh icon in the upper right. The screen should refresh to show all action buttons with a green check mark indicating the tasks are complete.

16. When you are done, click the X in the upper right hand corner of the screen to close it.

17. Log out of the online system using the “LOG OUT” hyperlink or simply close your browser.

18. Following submittal, you may log back onto the system to check the status of your rebate in the Program Application Center. Here you can view submitted Applications, Tasks, & Messages. To review an application, click on the Applications Tab. Here you will see all applications you have submitted.

A status of Application Complete indicates that a rebate check has been mailed. The unique Project # assigned to your application is also displayed. If you have instructed that payment be made to the contractor, then this Project # will be referenced on the rebate check.

To view an application, click on the VIEW button.

19. Within the Manage Application window, you can select several tabs to view information about your specific application. The Messages tab will display any notes concerning your application. The Application tab will display a copy of your application. The Rebates tab will display the rebate value associated with your application once the application has reached a certain point in the review process.

20. Within the Manage Application window, you can select the Print icon to print a copy of the application.