Incomplete applications are a top reason for incentive payment delays, which can also mean frustration for customers if a return visit to the job site is needed. By knowing the most commonly missed details, you can save time, avoid headaches, and keep your payments moving forward.

Customer and trade ally-paid incentive applications

• Invoices – not proposals: Customers and contractors must submit the final invoice showing payment, not just a bid or proposal.
• Missing project details:
  • Equipment model information (on invoice or application)
  • Beginning and ending R-values for insulation
  • Multifamily projects – official U-value documentation and dimensions for windows
  • Any information listed in the ‘Requirements’ section of the application
• Incomplete paperwork:
  • Missing customer signature
  • Missing W-9 or incorrect payee name
  • Incorrect mailing address for incentive check
  • Incomplete or incorrect site address
  • Missing or incorrect building style/type (needed to determine eligibility)
• Utility mismatch: Customer’s utility provider doesn’t qualify for the equipment type (e.g., gas-only utility provider for an electric equipment incentive).

Incentive assigned to the contractor

• Incentive not deducted or incorrectly labeled on the invoice
• Incorrect incentive amount listed
• ‘Assign Payment’ page not filled out and signed by both customer and trade ally
  • Multifamily projects – 320A Assign Payment form
  • Existing Buildings – 120P Option to Assign Payment page
• Reminder: Customer must sign both the incentive application and the Assign Payment form/page.

By double-checking these details before you submit, you’ll save yourself and your customers time and keep payments moving forward. If you have any questions, please contact Erica Carlson, trade ally manager.