Care Plus
California Energy Savings

Privacy Policy

Last Updated: February 4, 2025

Care Plus ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or apply for our California energy savings programs. By using our services, you consent to the practices described in this policy.

1. Information We Collect

Personal Information

  • Full name and contact information (address, phone number, email)
  • Social Security Number (last 4 digits for identity verification)
  • Date of birth

Financial Information

  • Household income range
  • Credit score range
  • Monthly utility bill amounts
  • Homeownership status

Utility Information

  • PG&E customer status
  • Utility account information
  • Energy usage history

Device and Usage Information

  • IP address and device identifiers
  • Browser type and version
  • Pages visited and interactions with our website
  • Referring website addresses

2. How We Use Your Information

  • Process and evaluate your application for energy savings programs
  • Perform soft credit checks for qualification purposes
  • Contact you regarding your application status and program updates
  • Verify your identity and prevent fraud
  • Improve our services and customer experience
  • Comply with legal obligations and regulatory requirements
  • Send promotional materials and program updates (with your consent)

3. Telephone Consumer Protection Act (TCPA) Compliance

By providing your telephone number and submitting an application, you provide your express written consent to receive telephone calls, including calls made using an automatic telephone dialing system (ATDS) or prerecorded/artificial voice messages, from Care Plus and our authorized partners at the telephone number(s) you provide.

Your Consent Includes:

  • Calls regarding your application status
  • Program enrollment and verification calls
  • Customer service and support calls
  • Marketing and promotional calls (if separately consented)

Call Recording Disclosure

For quality assurance and training purposes, telephone calls may be recorded. By consenting to receive calls, you acknowledge that calls may be recorded.

Revoking Consent

You may revoke your consent to receive calls at any time by:

  • Calling us at (925) 515-4344
  • Emailing us at info@sourcenergy.solar
  • Replying "STOP" to any text message
  • Submitting a written request to our mailing address

Note: Revoking consent may impact our ability to process your application or provide program services.

4. SMS/Text Messaging Consent

By providing your mobile phone number, you consent to receive SMS/text messages from Care Plus regarding your application and program participation.

Message Types:

  • Application status updates
  • Appointment reminders
  • Program notifications and alerts
  • Promotional messages (with separate consent)

Important Notice

  • Message frequency: Varies based on your account activity
  • Message and data rates may apply depending on your mobile carrier plan
  • To opt-out, reply STOP to any message
  • For help, reply HELP or call (925) 515-4344
  • Carriers are not liable for delayed or undelivered messages.
  • Your consent to receive text messages is not required as a condition of purchasing any goods or services.

5. Email Communications

By providing your email address, you consent to receive email communications from Care Plus, including:

  • Application confirmations and status updates
  • Program information and educational content
  • Promotional offers and newsletters (with your consent)
  • Account notifications and alerts

CAN-SPAM Compliance

In accordance with the CAN-SPAM Act, all promotional emails will include:

  • Clear identification of the message as an advertisement
  • Our valid physical postal address
  • A clear and conspicuous opt-out mechanism

Opt-Out: You may unsubscribe from promotional emails at any time by clicking the "unsubscribe" link at the bottom of any email or by contacting us directly.

6. California Consumer Privacy Act (CCPA) Rights

As a California resident, you have specific rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):

Right to Know

You have the right to request information about the categories and specific pieces of personal information we have collected, used, disclosed, or sold about you in the preceding 12 months.

Right to Delete

You have the right to request deletion of your personal information, subject to certain exceptions (e.g., completing a transaction, legal compliance, internal uses aligned with your expectations).

Right to Correct

You have the right to request correction of inaccurate personal information that we maintain about you.

Right to Opt-Out of Sale/Sharing

"Do Not Sell or Share My Personal Information"

You have the right to opt-out of the sale or sharing of your personal information for cross-context behavioral advertising. To exercise this right, contact us at (925) 515-4344 or email info@sourcenergy.solar with the subject line "Do Not Sell My Information."

Right to Non-Discrimination

We will not discriminate against you for exercising any of your CCPA rights. We will not:

  • Deny you goods or services
  • Charge you different prices or rates
  • Provide you a different level or quality of service
  • Suggest that you may receive a different price or service

How to Exercise Your Rights

To submit a verifiable consumer request, please contact us by:

  • Phone: (925) 515-4344
  • Email: info@sourcenergy.solar

We will verify your identity before processing your request. You may designate an authorized agent to make a request on your behalf.

7. Information Sharing and Third Parties

We may share your personal information with the following categories of third parties:

Service Providers

  • Credit bureaus for soft credit checks
  • Email and SMS service providers
  • Cloud hosting and data storage providers
  • Customer service platforms

Energy Program Partners

  • Utility companies (e.g., PG&E) for program enrollment
  • California energy assistance program administrators
  • Solar and energy efficiency installers

Legal and Regulatory

  • Government agencies as required by law
  • Law enforcement when legally obligated
  • Regulatory bodies for compliance purposes

We do not sell your personal information for monetary consideration. If we share your information for cross-context behavioral advertising, you have the right to opt-out as described in Section 6.

8. Data Security

We implement appropriate technical and organizational measures to protect your personal information, including:

  • Encryption of sensitive data (including SSN) at rest and in transit
  • Secure access controls and authentication
  • Regular security assessments and updates
  • Employee training on data protection practices
  • Audit logging of data access

While we strive to protect your information, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security.

9. Data Retention

We retain your personal information for as long as necessary to:

  • Fulfill the purposes for which it was collected
  • Process and maintain your program enrollment
  • Comply with legal, regulatory, and contractual obligations
  • Resolve disputes and enforce our agreements

When your information is no longer needed, we will securely delete or anonymize it in accordance with our data retention policies.

10. Your Rights and Choices

In addition to your CCPA rights, you have the following choices:

  • Access: Request a copy of the personal information we hold about you
  • Correction: Request correction of inaccurate information
  • Communication Preferences: Opt-out of marketing communications while still receiving transactional messages
  • Cookies: Manage cookie preferences through your browser settings

11. Contact Information

For questions about this Privacy Policy or to exercise your rights, please contact us:

Phone
(925) 515-4344

Mon-Fri
8am-6pm PST

Email
info@sourcenergy.solar

Mailing Address
Care Plus Program
A Division of Source Energy
Walnut Creek, CA

12. Policy Updates

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes:

  • We will update the "Last Updated" date at the top of this policy
  • We will notify you by email or prominent notice on our website
  • We may request renewed consent where required by law
  • Your continued use of our services after any changes constitutes acceptance of the updated Privacy Policy.

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