WHAT YOU’LL NEED
step 4 REQUEST INCENTIVE PRE-APPROVAL Incentive pre-approval is contingent upon receipt of documentation outlined in Step 2.
step 5 COMPLETE YOUR CUSTOM PROJECT Complete the project by the Project Completion Deadline as indicated on the IA. • An extension can be requested by contacting your Energy Advisor in writing (email is preferred) and providing an updated final completion date and proof the project is moving forward (e.g., a purchase order (PO) or an invoice). Extensions are at the discretion of Focus on Energy. • Contact your Energy Advisor as soon as possible if the scope of work for the project changes during the course of design or installation to determine if the change will impact the incentive for your project. Notify your Energy Advisor when your project is complete. Your Energy Advisor will send a Project Completion Notice (PCN) for signature. The project is considered complete when the installed system is generating energy savings consistent with the proposed scope of work. Provide the following documentation to your Energy Advisor: • Detailed final invoice(s) including: • Quantities installed. • Manufacturer and model numbers. • Itemized project cost. • Customer name and installation address. • Trade Ally’s name, if applicable. • Completed PCN with customer signature. • Please note if the scope of the original project has changed. Scope changes may result in an incentive adjustment. Custom incentives cannot exceed the originally pre- approved incentive amount. A site visit by the Energy Advisor for installation verification may be required prior to incentive payment. Completion paperwork will be reviewed for final qualification, and the incentive check will be issued within 6-10 weeks after receipt of all documentation.
Timeline for a project to receive pre-approval depends on several factors including the amount of time it takes for an Energy Advisor to receive required documentation, the complexity of the project, and the amount of the incentive. Once a project is pre-approved, the Energy Advisor will issue an Incentive Agreement (IA) to the customer for their signature. • Once an IA is issued, incentive funding is reserved for your project. • Customers have 65 days from pre-approval to sign and return the IA, indicating their intent to move forward with the project. Upon Focus on Energy’s acknowledgment of receipt of the signed IA, the customer can proceed with the equipment order and installation.
4
Powered by FlippingBook