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How to Become a Trade Ally

In order to participate in the Smart $aver® program, Trade Allies must meet specific requirements and agree to perform work in accordance with program requirements set forth. Trade Ally requirements differ for each Smart $aver program: HVAC Install, Health Check and Insulate and Seal. As such, multiple registration forms may need to be completed and supporting documentation provided (where applicable) to participate in more than one program. Upon successful completion and acceptance of a completed registration form, Trade Allies will be shown as a Participating Contractor on the Duke Energy website.

Let's serve our customers together!

The Duke Energy Residential Smart $aver team looks forward to partnering with local HVAC, insulation and home performance contractors, as well as homebuilders, throughout the Duke Energy service territory. Our goal is to partner with you to create value by providing energy efficiency information and incentives to customers and Trade Allies alike.

Smart $aver Program Description Incentive Amount
HVAC Install: You and your customer will receive cash incentives for installing high efficiency HVAC equipment Customer = $200
Trade Ally = $100
Or:
Builder = $300
Health Check: Your customers will receive a cash incentive for a qualifying HVAC tune-up (CAC or HP only) Customer = $50
Insulate & Seal: Your customers will receive cash incentives when you increase their attic insulation and seal their home and duct system(s). Customer Incentives:
Attic Insulation and Air Sealing = $250
Duct Sealing = $100

What Can Smart $aver Do For You?

Business growth – More and more of our customers are interested in energy efficiency as a way to reduce their energy costs. By partnering with Smart $aver, you can take advantage of increased marketing and exposure for the energy efficiency services offered.

Ongoing Marketing Support – Smart $aver will be promoted to customers throughout the year to generate customer participation. As a Participating Contractor, you will be listed on our website with your company name and contact information available to potential customers as they decide what services to implement. Furthermore, Smart $aver co-op advertising materials will be made available for your marketing needs, allowing you to include your company information directly on the program materials. All co-op marketing materials are available for order online.

Level playing field – The Smart $aver team wants to work with each and every qualified contractor in our service territory. Smart $aver established minimum program requirements for each product group to ensure our customers receive quality service and an enjoyable customer experience.

Training – Duke Energy provides training opportunities to Trade Allies who choose to participate in Smart $aver, including program, sales and customer service training.

Refer to the program tabs for further details or the Rosources tab on this page for sample registration forms, applications and other program documents.

Register at www.dukeressmartsaver.com and begin taking advantage of the Smart $aver incentives today.

*Duke Energy reserves the right to change Trade Ally requirements and incentive levels at anytime. Incentives are subject to availability. For questions not addressed on the website, call 866-785-6209.

To participate in the HVAC Install program, Trade Allies and builders must agree to abide by all program rules and requirements. Key terms and conditions include:

  • A Trade Ally registration form must be completed prior to, or in conjunction with, a contractor performing work on behalf of the Smart $aver HVAC Install program.
  • Applications must be submitted after the installation of eligible equipment.
  • Applications must be submitted on behalf of customers within 90 days of installation.
  • If additional information is required to process the application, the Trade Ally and customer will be notified and will have 45 days to re-submit a completed application.

Equipment Eligiblity:

Qualifying HVAC Equipment Requirements Existing Home
Customer
Incentive
Existing Home
Trade Ally
Incentive
New Home
Builder
Incentive
Heat Pumps: must be 14 SEER or greater and include an ECM fan on the indoor unit $200 $100 $300
Central Air Conditioners: must be 14 SEER or greater and include an ECM fan on the indoor unit $200 $100 $300
Geothermal Heat Pumps: must be 10.5 EER or greater and include an ECM fan on the indoor unit $200 $100 $300

The following systems do not qualify for incentives regardless of the size of the unit or the efficiency: Through-the-wall room HP or AC, Window HP or AC, Mini Split or Multi split HP or AC, Portable HP or AC, and Evaporative AC.

Register at www.dukeressmartsaver.com, or print, complete and submit the Trade Ally registration form to:

Email: incentives@dukeressmartsaver.com

Fax: 866.728.8293

Mail: Smart $aver Incentive Program, P.O. Box 525, Snellville, GA 30078

*Duke Energy reserves the right to change Trade Ally requirements and incentive levels at any time. Incentives are subject to availability. For questions not addressed on the website, call 866-785-6209.

To participate in the Health Check program, Trade Allies must agree to abide by all program rules and requirements.

Prior to performing services on behalf of the Smart $aver Health Check program, trade allies must meet the following minimum requirements:

  • The technician(s) who will perform the Health Check service on behalf of the company must show evidence of an active NATE and/or BPI certification.**
  • Purchase specified diagnostic equipment and complete all program training.
  • Submit a completed Trade Ally registration form and all applicable supporting documentation.

Other key terms and conditions include:

  • Applications must be submitted on behalf of customers within 90 days of installation.
  • If additional information is required to process the application, the Trade Ally and customer will be notified and will have 45 days to re-submit a completed application.

Register at www.dukeressmartsaver.com, or print, complete and submit the Trade Ally registration form to:

Email: incentives@dukeressmartsaver.com

Fax: 866.728.8293

Mail: Smart $aver Incentive Program, P.O. Box 525, Snellville, GA 30078

**Acceptable NATE and BPI certifications include:

  • Air Conditioning
  • Air Distribution
  • Air-to-Air Heat Pumps
  • Ground Source Heat Pump Loop Installer
  • HVAC Efficiency Analyst
  • Air Conditioning and Heat Pump (BPI)

*Duke Energy reserves the right to change Trade Ally requirements and incentive levels at anytime. Incentives are subject to availability. For questions not addressed on the website, call 866-785-6209.

To participate in the Insulate and Seal program, contractors must agree to abide by all program rules and requirements.

Service Eligibility

Services Incentivized Description Insulate & Seal Requirements Customer Incentive Amount
Pre-existing Conditions Post-Implementation Conditions
Attic Insulation and Air Sealing Increase the customer's attic insulation level and seal the home in accordance with program and BPI protocols R-19 or below R-30 or greater $250 / home
Decrease home air leakage by 5 percent or more
Duct Sealing Seal the duct system(s) in accordance with program and BPI protocols Decrease duct leakage by 12 percent or more $100 / duct system

Prior to performing services on behalf of the Smart $aver Insulate and Seal program, trade allies must submit a completed Trade Ally Registration form and all applicable supporting documentation including copies of:

  • BPI certification(s)
  • Business license(s)
  • Health and safety policy
  • W-9 company tax form

Other key term and conditions include:

  • Applications must be submitted on behalf of customers within 90 days of installation.
  • If additional information is required to process the application, the trade ally and customer will be notified and will have 45 days to re-submit a completed application.

Register at www.dukeressmartsaver.com, or print, complete and submit the Trade Ally registration form to:

Email: incentives@dukeressmartsaver.com

Fax: 866-728-8293

Mail: Smart $aver Incentive Program, P.O. Box 525, Snellville, GA 30078

*Duke Energy reserves the right to change Trade Ally requirements and incentive levels at anytime. Incentives are subject to availability. For questions not addressed on the website, call 866-785-6209.

Register at www.dukeressmartsaver.com, or print, complete and submit the Trade Ally Registration  form to:

Email: incentives@dukeressmartsaver.com

Fax: 866-728-8293

Mail: Smart $aver Incentive Program, P.O. Box 525, Snellville, GA 30078

Sample forms

Consider BPI Certification

Interested in expanding your company's expertise? Check out these videos on how (BPI) Certification can improve your business.

*Duke Energy reserves the right to change Trade Ally requirements and incentive levels at anytime. Incentives are subject to availability. For questions not addressed on the website, call 866-785-6209.