Presentation and Sale of Recommended Work with Incentives. After all data has been entered and an agreement for work generated, the Energy Specialist will present this proposal to the homeowner for completion. The Energy Specialist must clearly explain all recommended measures and leave the customer with appropriate handouts for proceeding with and preparing for the work. The Energy Specialist shall try their best to get the homeowner to agree to get work done while at the home energy assessment as long as they have not been referred by a contractor. If the customer does not sign the contract at the home energy assessment, the Energy Specialist must leave the customer with the information they need to schedule in the future. It is imperative that the Energy Specialist also clearly explain what incentives are available for each and every customer. That includes the insulation incentive, the HEAT Loan information, and other utility specific rebates. This will give the customer a greater understanding of what they are eligible for and make them feel more confident when deciding whether or not to get work done through the program. If the Energy Specialist during the screening visit has not already given the customer rebate and HEAT Loan information, the Energy Specialist during the diagnostic visit is responsible for providing this information if the customer is interested and eligible. For additional information regarding rebates and incentives, see Appendix II and III.
