REQUIRED TRAINING
Required Participating Contractor Onboarding Training
Participating Contractors are required to take these courses to complete enrollment in TECH Clean California. These videos deliver onboarding training and provide an overview of the initiative and instructions to submit TECH Clean California incentives.
Target audience: Participating Contractors and Support Staff
Required Participating Contractor Onboarding Training
Overview
These courses provide a foundational overview of TECH Clean California, information about the incentive submittal process and participation in TECH Clean California initiatives.
Take the courses that are applicable to your company and that are advised by your TECH Account Manager to complete enrollment. The target audience and description for each course is listed below.
Required for ALL TECH enrolled Contractors:
- TECH Clean California Overview
This course provides a general overview of the TECH Clean California initiative - IRIS Incentive Processing
This course provides a high-level overview of the eligibility requirements for TECH Clean California, a step-by-step walkthrough of the application portal (aka “IRIS”), and a quick demo of IRIS
Required for Bay Area Contractors Installing HPWHs:
- TECH HPWH Load Shifting Training
This course provides information about additional HPWH incentives TECH Clean California is offering to contractors in the Bay Area for installing mixing valves and enrolling the customers in WatterSaver, a Pacific Gas and Electric Company (PG&E) load shifting program
Required for Multifamily Contractors:
- TECH Multifamily Overview and Incentive Process – Coming soon
This course provides information about TECH Clean California multifamily incentives, the reservation process and how to participate and the multifamily incentive claim process
Need assistance?
If you have questions regarding course registration, learning plans, courses, or multifamily training, contact
TECHMF@aea.us.org
For questions regarding general TECH training offerings contact
TECH.training@energy-solution.com
TECH Electrification Knowledge HUB
COURSES
Electrify My Home
Residential Space Conditioning and Water Heating (Single Family)
Electrify My Home presents a robust 3-day introduction to residential electrification. Course topics include electrification basics, soft skills in sales, and systems/envelope performance.
Residential Space Conditioning and Water Heating (Single Family)
Overview – Electrify my Home
Electrify My Home provides training based on real-world experience with residential electrification. With hundreds of high-performance projects completed to date, Electrify My Home shares its experience with others in a fast-paced training program that will benefit all parts of your company. We share principals of “Install Small” and “Good Electrification” processes that will keep your customers satisfied while simultaneously optimizing future grid reliability.
Only enrolled TECH Clean California Participating Contractor company staff may take this course. Course registration will be verified to ensure Participating Contractor company has completed a Trade Professional Participation Agreement (TPPA). Registration may be cancelled if a TPPA has not been completed prior to course start date.
Instructor:
Larry has 40 years HVAC trade experience in service, installation, sales, and management. His specialization is house-as-a-system electrification and has coined the process and practices “Good Electrification” and “Install small” right sizing for climate and comfort.
Larry spent the first ten years of his career working on Industrial and Commercial systems and later transitioned to residential HVAC. As a service technician and sales professional, Larry has sold more than 20 million dollars of HVAC product. In 2011, Larry obtained his BPI-certified Building Analyst certification and has concentrated on home performance ever since. Beginning in 2014, Larry began focusing on replacing gas furnaces with high-efficiency heat pumps. He has since designed and installed over 400 electrification projects in the greater Bay Area of California.
Larry started his all-electric gas conversion company, Electrify My Home, in 2019. Larry is an advisory board member of the Building Decarbonization Coalition and is still active as a Leading Light representative. Electrify My Home is a recognized trainer on residential home-electrification sales, system-design, and installation for the State of California’s TECH Initiative.
Association for Energy Affordability
Installing Individual Heat Pump Water Heaters
Learn about design, sizing, and installations aspects of individual heat pump water heaters. Learnings apply to multifamily and single-family conditions. Learn about the constraints and opportunities for different building configurations.
Installing Individual Heat Pump Water Heaters
Course Overview
There are several design considerations for individual heat pump water heaters. In addition, heat pump water heaters can be an effective strategy to reduce grid peak loads. This course will provide an overview of heat pump water heaters and associated code requirements. The course will take a deep dive into design considerations discussing sizing, venting configurations, load shifting, and installation best practices. This course draws from experience of working through hundreds of heat pump water heater retrofits with design teams, contractors, and research projects.
Instructors:
Amy Dryden is Director of Strategic Innovations at the Association for Energy Affordability, Inc. specializing in strategic initiatives, codes and standards, program design, training, and research and development projects. She brings more than 20 years of experience in residential green building design and construction, consulting, and planning, and works to advance the industry to deliver sustainable and healthy housing. Amy has developed training and delivered in-person, in field, and distance learning trainings to design professional, consultants, contractors, builders, building inspectors, and plan reviewers. She has contributed to national, state, and local auditing and green building standards, for DOE, California Low Income Housing Tax Credit Programs, GreenPoint Rated and Building Performance Institute. Amy works with diverse set of stakeholders to provide healthy affordable housing in a decarbonized future. On the side she has the pleasure of driving an all-electric 1946 Ford pick-up.
Jack Aitchison has been at AEA since 2017 and is dedicated to reducing energy, carbon and hazardous indoor air quality issues in existing multifamily buildings. As a technical assistance (TA) provider for the Bay Area Multifamily Building Enhancement (BAMBE) program, Jack project manages energy upgrades across numerous multifamily buildings.
Jack continues to manage the development of tools to support new technical aspects of energy efficiency programs AEA administers, including: energy savings, equipment sizing, eligibility, and rebate calculations for new or updated program elements. Jack also has also been instrumental in assisting companies bringing new technologies to the CA market such as retrofit heat pump HVAC systems and load shedding/sharing systems to make electrification projects more feasible. Jack holds a Bachelor of Science in Environmental Resources Engineering from Humboldt State University. Jack is a certified Engineer in Training (EIT), BPI Building Analyst (BA), and Certified Passive House Consultant (NAPHN).
Association for Energy Affordability
Multifamily Electrification 101
Come learn about what it takes to have a successful retrofit or new construction multifamily electrification project.
Multifamily Electrification 101
Course Overview
Building electrification is advancing quickly with over 40 California jurisdictions adopting reach codes to advance electrification, which is critical to meet our local and state goals. In this class, we will discuss the benefits of electrification and the current policy and code considerations, provide an overview of what should be considered in an all-electric multifamily project (both new and retrofit), and explore technologies for electrification for all end uses, as well as the role of solar PV and electric vehicles. Come learn about what it takes to have a successful retrofit or new construction multifamily electrification project.
Instructors:
Amy Dryden is Director of Strategic Innovations at the Association for Energy Affordability, Inc. specializing in strategic initiatives, codes and standards, program design, training, and research and development projects. She brings more than 20 years of experience in residential green building design and construction, consulting, and planning, and works to advance the industry to deliver sustainable and healthy housing. Amy has developed training and delivered in-person, in field, and distance learning trainings to design professional, consultants, contractors, builders, building inspectors, and plan reviewers. She has contributed to national, state, and local auditing and green building standards, for DOE, California Low Income Housing Tax Credit Programs, GreenPoint Rated and Building Performance Institute. Amy works with diverse set of stakeholders to provide healthy affordable housing in a decarbonized future. On the side she has the pleasure of driving an all-electric 1946 Ford pick-up.
Nick Dirr has been at AEA since 2008. He is dedicated to making improvements in buildings to enable them to be healthy, affordable, resilient, and low carbon. He oversees AEA West’s various existing building and new construction programs, which enable participants to make actionable progress towards achieving climate friendly, healthy buildings. Nick also contributes to R&D efforts on zero-carbon building systems, workforce education and training, policy initiatives, and smart-grid solutions. His efforts are informed by years of practical experience, and has performed hundreds of energy audits, managed the development and execution of work scopes for low- and high-rise multifamily buildings, and developed and overseen multiple local, statewide, and national programs for utilities, CCAs, and local, state, and federal government entities. Nick holds an MS in Physics and Energy Studies from Otago University and a BS in Environmental Sciences from Ohio University.
Association for Energy Affordability
Multifamily Electrification: Retrofit Applications and Electrical Assessments
Come explore multifamily electrification retrofits. Learn about electrical infrastructure and products, and what it takes to have a successful retrofit multifamily electrification project.
Multifamily Electrification: Retrofit Applications and Electrical Assessments
Course Overview
As we start turning our attention to the existing building stock, electrification retrofits are becoming increasingly important to achieve our emission goals and have healthier homes. Come explore how to approach an electrification retrofit, what the constraints and opportunities are for multifamily buildings with different configurations, and how it is shaped by electrical infrastructure and available technology. Gain an understanding of what an electrification retrofit looks like by working through example project(s) in class.
Instructors:
Amy Dryden is Director of Strategic Innovations at the Association for Energy Affordability, Inc. specializing in strategic initiatives, codes and standards, program design, training, and research and development projects. She brings more than 20 years of experience in residential green building design and construction, consulting, and planning, and works to advance the industry to deliver sustainable and healthy housing. Amy has developed training and delivered in-person, in field, and distance learning trainings to design professional, consultants, contractors, builders, building inspectors, and plan reviewers. She has contributed to national, state, and local auditing and green building standards, for DOE, California Low Income Housing Tax Credit Programs, GreenPoint Rated and Building Performance Institute. Amy works with diverse set of stakeholders to provide healthy affordable housing in a decarbonized future. On the side she has the pleasure of driving an all-electric 1946 Ford pick-up.
Jack Aitchison has been at AEA since 2017 and is dedicated to reducing energy, carbon and hazardous indoor air quality issues in existing multifamily buildings. As a technical assistance (TA) provider for the Bay Area Multifamily Building Enhancement (BAMBE) program, Jack project manages energy upgrades across numerous multifamily buildings.
Jack continues to manage the development of tools to support new technical aspects of energy efficiency programs AEA administers, including: energy savings, equipment sizing, eligibility, and rebate calculations for new or updated program elements. Jack also has also been instrumental in assisting companies bringing new technologies to the CA market such as retrofit heat pump HVAC systems and load shedding/sharing systems to make electrification projects more feasible. Jack holds a Bachelor of Science in Environmental Resources Engineering from Humboldt State University. Jack is a certified Engineer in Training (EIT), BPI Building Analyst (BA), and Certified Passive House Consultant (NAPHN).
Association for Energy Affordability
Multifamily Electrification Retrofits for Property Owners
Explore multifamily electrification retrofits from the property owner’s perspective, learn about goal setting, resources, technology options, applications and what it takes to have a successful retrofit multifamily electrification project.
Multifamily Electrification Retrofits for Property Owners
Course Overview
Turning our attention to the existing building stock, electrification retrofits are becoming increasingly important to achieve emission goals and have healthier homes. Find out what you need, as an owner, to have a successful retrofit project. Learn about how to approach an electrification retrofit, what the team can look like, understand constraints and opportunities for different property configurations and how it is shaped by electrical infrastructure and available technology. Gain an understanding of considerations driving decisions for an electrification retrofit by working through example project(s) in class.
Instructors:
John Neal has been at AEA since 2011 and is dedicated to making improvements in the built environment that result in healthy, affordable, resilient, and efficient homes for disadvantaged communities, all while achieving deep reductions in greenhouse gas emissions and lessening the burden construction activities place on our natural resources. John assists staff with his 15 years of experience working with multiple parties to manage and deliver successful building performance retrofits and to diagnose and resolve complicated mechanical system or building performance issues. At AEA as a project manager, and previously as a construction manager John has been actively involved in the audit, design, management, and hands-on retrofit of hundreds of single family, multifamily, and commercial properties.
Caleffi Hydronic Solutions
Thermostatic Mixing Valve Training Video
Use of TMV’s guarantees consistent hot water temperatures and allows for higher tank heat settings. Higher heat settings kill bacteria, which is important in some residential and many commercial settings. Higher heat and using a TMV also increases the hot water…
Thermostatic Mixing Valve Training Video
Course Overview
Use of TMV’s guarantees consistent hot water temperatures and allows for higher tank heat settings. Higher heat settings kill bacteria, which is important in some residential and many commercial settings. Higher heat and using a TMV also increases the hot water capacity of the tank and helps customers participate in electricity demand reduction programs – saving them money. TMV’s are code in many jurisdictions and a program requirement for California’s heat pump water heater programs.
Instructor:
Max Rohr
Caleffi Education and Industry Engagement Manager
After graduating from the University of Utah, Max Rohr began his manufacturing career at the Caleffi headquarters in Italy. He has 20+ years of work experience in installation, distribution, manufacturers’ representative and manufacturing roles before returning to Caleffi. Max describes himself as an “energy nerd.” He now leads Caleffi’s industry engagement with trade associations, committees, industry initiatives and collaborative manufacturer partners.
After graduating from the University of Utah, Max Rohr began his manufacturing career at the Caleffi headquarters in Italy. He has 20+ years of work experience in installation, distribution, manufacturers’ representative and manufacturing roles before returning to Caleffi. Max describes himself as an “energy nerd.” He now leads Caleffi’s industry engagement with trade associations, committees, industry initiatives and collaborative manufacturer partners.
Contact Max via email at:
max.rohr@caleffi.com
Coast Community
Energy
Central Coast Community Energy
Onboarding for Central Coast Community Energy’s Electrify Your Home Incentive Program
Central Coast Community Energy
Course Overview
This training is onboarding for Central Coast Community Energy’s (CCCE) Electrify Your Home Incentive Program. This program is a TECH Clean California and Central Coast Community Energy collaboration and offers incentives for CCCE customers. All TECH enrolled contractors are eligible to participate. This onboarding provides an overview of the key qualification details and incentive rates.
ESMAC and TECH Clean California
![]()
TECH & ESMAC Heat Pump Water Heater Education
Overview
TECH Overview, ENERGY STAR overview, Manufacturers Heat Pump Water Heating (HPWH) Education session focused on technology features and benefits, appropriate applications, energy efficiency comparison to other water heater types, installation techniques and best practices, service support and warranty, proper maintenance, troubleshooting, and selling strategies.
Topics Covered:
• Installation best practices, including specific location needs and considerations (Garages, closets, small spaces, indoor areas, etc.)
• Sizing Considerations
• Airflow and space requirements
• Exhaust characteristics
• Electrical requirements
• Condensate management and proper drainage
• Electric Panel capacity and considerations
• TMV use and inlet/outlet water temperature
• Programming/Operating modes
• Noise/vibration considerations
• Customer Education – how to use, what to expect, concerns about recovery time
• Installation checklist
• Value proposition – Why sell? Why switch?
• Supply chain considerations
• Supply chain considerations
Learning Objectives:
• Identify the key difference between standard water heaters and heat pump water heaters
• Explain the features and benefits of heat pump water heaters
• Identify dwelling and customer types that benefit the most from HPWH
• Calculate appropriate tank size based on dwelling and occupancy
• Describe installation best practices
• Describe service and maintenance best practices
• Demonstrate selling techniques and overcoming customer objections
What can ESMAC do for you?
• Manufacturer product/sales training with facilitation support from ENERGY STAR
• Collaborative marketing – develop co-brand, multi-channel marketing collateral
• Sales channel engagement – Access and support from retail and distribution partners
• Let’s try new, creative things together – market priming
Association for Energy Affordability
Central Heat Pump Water Heater – Advanced Design and Installation (Multifamily)
The heat pump market in the US is evolving and new technologies are being brought in to expand options and applications. Come take a deeper dive into some existing water heating systems, sizing calculations, design options and load shifting.
Central Heat Pump Water Heater – Advanced Design and Installation (Multifamily)
Overview
This training will take a deeper dive into CHPWH systems, design, sizing, and installation. Targeting contractors, MEPs and installers, the training will cover the content outlined below. The class will include hot water demand calculations to support system sizing and energy consumption modeling to support photovoltaic system sizing to offset usage. Learn about emerging technologies, new applications of existing technologies and controls to support all-electric water heating in multifamily buildings. Participants will work through an exercise using tools to size a system and consider equipment selection.
- • CHPWH piping
- • Design Considerations
- • Design Considerations
- • Factors that impact sizing
- • Sizing system and sizing considerations
- • Load shifting
- • Equipment selection
- • Installation Best practices
- • Operation and maintenance
- • Energy consumption, modeling, and photovoltaic panels
- • Practice Exercise
Training Objective
- • Learn about different systems and the considerations for design and sizing and system selection based on site conditions.
- • Understand sizing calculation methodologies and approaches
- • Understand equipment selection based on sizing results and site considerations
- • Understand how to incorporate PV system to reduce operational costs
- • Understand start up process and maintenance considerations for system type
Instructor(s):
Asit Patel, Director, Training and Technical Services.
Asit delivers technical education in multifamily energy auditing, retro-commissioning, energy efficient building operations for contractors, energy professionals, and building management and operations staff. Asit’s 24 years of energy efficiency engineering experience include 15 years as senior energy engineer and director of training at AEA, where he coordinated and conducted instrumented energy audits of a wide range of building sizes, and also trained and mentored many other audit staff. While at AEA, Asit served as the lead in developing new building and professional certifications in energy efficiency practices, including Multifamily Building Analyst, Multifamily Building Energy Efficient Building Operators, and Hydronic Heating System Designers.
Asit has provided hundreds of audits and has designed and developed specifications for state-of-the-art improvements to enhance efficiency of the existing system in buildings of all sizes. He specializes in testing and diagnosing large steam and hydronic heating systems and DHW systems. He also performs maintenance master planning and commissioning.
Jack Aitchison has been at AEA since 2017 and is dedicated to reducing energy, carbon and hazardous indoor air quality issues in existing multifamily buildings. As a technical assistance (TA) provider for the Bay Area Multifamily Building Enhancement (BAMBE) program, Jack project manages energy upgrades across numerous multifamily buildings.
Jack continues to manage the development of tools to support new technical aspects of energy efficiency programs AEA administers, including: energy savings, equipment sizing, eligibility, and rebate calculations for new or updated program elements. Jack also has also been instrumental in assisting companies bringing new technologies to the CA market such as retrofit heat pump HVAC systems and load shedding/sharing systems to make electrification projects more feasible. Jack holds a Bachelor of Science in Environmental Resources Engineering from Humboldt State University. Jack is a certified Engineer in Training (EIT), BPI Building Analyst (BA), and Certified Passive House Consultant (NAPHN).
Association for Energy Affordability
Multifamily Central Water Heating Field Training
Learn about central heat pump water heater systems, installation factors and operational considerations. Training will include an overview of the design process, installation challenges, and operations and maintenance.
Multifamily Central Water Heating Field Training
Course Overview
This training will be an in-field exploration of two central heat pump water heater systems (CHPWH) and provides an opportunity for participants to see installations in the field, learn about design and operations from consultants, design teams and manufacturers. You will be provided with an overview of central heat pump water installations, drawing upon design considerations, highlighting installation factors in equipment selection, installation opportunities and challenges, and commissioning processes. A manufacturer’s representative may participate in the training to offer expertise and experience.
This training will include two projects:
(1) More emerging technology with CO2 CHPWH
(2) Multipass system with relatively simple design specifications
Content will cover:
• Basic overview of system operations
• Approach to design, sizing and influencing factors
• Opportunities and challenges with installation
• Key aspects that impact performance
• Startup process
• Maintenance considerations
• Monitoring opportunities
Multifamily Building Owners/ Managers
Multifamily Building Professionals
Single Family Contractors and Professionals