Rebate Services
End-to-End Utility Rebate Service Management
From program architecture to final regulatory reporting, SMG Conservation manages every operational layer of your utility conservation program — so your team focuses on outcomes, not administration.
Our Services
What We Manage For You
Our program operations team handles every stage of the rebate service lifecycle — from initial design through post-program audit.
Program Design & Architecture
We architect rebate programs aligned to your IRP goals, regulatory requirements, and customer demographics. Incentive structures, eligibility criteria, product qualification lists, and budget modeling — all designed to maximize participation and verified savings.
- IRP-aligned incentive structure design
- Eligibility criteria and product qualification
- Budget modeling and cost-effectiveness analysis
- State PUC filing support
Rebate Processing & Payment
End-to-end rebate intake, validation, and payment processing with fraud detection and audit-ready documentation at every step. We handle the full customer-facing workflow — from application receipt to incentive disbursement.
- Multi-channel application intake (web, mail, EDI)
- Automated eligibility validation and fraud screening
- ACH, check, and prepaid card disbursement
- Audit-ready documentation packages
Rebates Processed
2M+
Across all active utility programs
Compliance Tracking
Automated compliance monitoring against state PUC requirements, DSM targets, and program-specific eligibility rules. Real-time alerts flag exceptions before they become regulatory issues.
- Real-time PUC compliance monitoring
- DSM target tracking and variance alerts
- Product certification verification (DLC, ENERGY STAR)
- Third-party audit support documentation
Compliance Rate
98%
Against state PUC requirements
Reporting & Analytics
Custom reporting dashboards for program managers, regulators, and executive stakeholders. kWh savings, cost-effectiveness ratios, participation rates, and demographic breakdowns — all in real time.
- Real-time program performance dashboards
- Regulatory and executive reporting packages
- kWh savings and TRC/PAC cost-effectiveness
- Participation and demographic analytics
Program Structures
Program Types We Support
SMG Conservation has operational experience across every major DSM program structure.
Residential Direct Install
High-volume direct-install programs for single-family and multifamily customers. We manage contractor networks, product fulfillment, and installation verification.
Commercial & Industrial Rebates
Custom rebate programs for C&I customers — from small business lighting upgrades to large industrial process efficiency projects.
Demand Response Programs
Thermostat and smart device programs with OpenADR 2.0 integration. We handle device enrollment, event dispatch, and verified load reduction reporting.
Low-Income Programs
LIHEAP-aligned and utility-funded low-income efficiency programs with specialized eligibility workflows and community outreach support.
New Construction Programs
Builder and developer incentive programs for above-code construction. We manage code compliance verification and incentive processing.
Midstream & Upstream Programs
Distributor and manufacturer incentive programs that move rebates upstream — reducing customer friction and increasing market adoption.
Eligibility
Rebate Eligibility at a Glance
All SMG Conservation products are pre-qualified for utility rebate programs. Here's what drives eligibility across our catalog.
Product Certification
DLC, ENERGY STAR, WaterSense, AHAM — verified before catalog inclusion
Baseline Requirement
Products must replace qualifying existing equipment per program specs
Application Window
Typically 90–180 days post-installation; varies by utility program
Documentation
Proof of purchase, installation address, and equipment serial numbers
Customer Eligibility
Active utility account in good standing; program-specific income or sector criteria may apply
Rebate Stacking
Federal tax credits and state incentives may stack with utility rebates — we document all applicable programs
SMG Conservation has been a reliable rebate program partner from day one. Their operational rigor and product quality have consistently helped us exceed our DSM targets while keeping administrative overhead minimal.
Director of Energy Efficiency
Regional Investor-Owned Utility
Ready to Launch or Scale Your Rebate Program?
Whether you're designing a new conservation program or optimizing an existing one, our program operations team is ready to talk.