Enroll

Contractors and project developers can grow their energy efficiency business in California by offering financing to their small business customers.

To participate in the Small Business Financing program as either a contractor or project developer, you must meet program eligibility requirements and follow three simple steps.

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Complete the self-paced online training

You can start, pause and resume training to fit your schedule.

  • Contractor training takes approximately 1 hour
  • Project developers complete the contractor training and an additional training which takes approximately 30 minutes. (1½ hours in total)
Start training

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Complete the application

Download

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Submit an application

Submit the completed application and proof of general liability insurance by email or mail.

Email:
CHEEF@treasurer.ca.gov
(preferred method)

Mail:
Small Business Financing program
c/o CAEATFA
915 Capitol Mall, Room 538
Sacramento, CA 95814

Phone Inquiries: (916) 651-8157

Eligibility requirements

For contractors
  • Current Contractors State License Board (CSLB) license relevant to the work to be performed
  • No disciplinary action against the CSLB license within the past 24 months
  • No outstanding judgements or liens
  • Proof of current commercial general liability insurance coverage (at least $1 million per occurrence)
  • Current workers’ compensation insurance (if applicable)
For project developers
  • No outstanding judgements or liens
  • Proof of current commercial general liability insurance coverage (at least $1 million per occurrence)
  • Any organization with a verifiable contract as an IOU/REN/CCA energy efficiency or demand response implementer is eligible
  • Other organizations must have completed at least 10 projects in a project development role. Visit the project developer tab to learn more