Our Easy 4-Step-Process


STEP 1 SEARCH

To SEARCH Our Database for Incentives:

1. Create an account by clicking "Register" in the navigation bar at the top of your screen. Be sure to make the following selection: "Searching for incentives".

2. Login to your account by clicking "Login" in the navigation bar at the top of your screen.

3. Fill out our SEARCH Survey by clicking "SEARCH Survey" in the navigation bar at the top of your screen. Filling out this survey activates our database to search for incentives on your behalf.

4. Follow the instructions on screen to complete the survey, and click “Submit” when you are finished.

5. You can view your SEARCH Results by clicking "SEARCH Entries" in the navigation bar. The "SEARCH Entries” page is where IncentiFind houses your previously completed surveys and any reports relevant to your project.

NOTE: SEARCH Results are not project specific, and therefore this is not a list of incentives that you or your projects are eligible for. To receive a project specific list of incentives your project could be eligible for, you must move onto STEP 02 VERIFY.

STEP 2 VERIFY

What is the VERIFY Report?

· Our VERIFY Services have a fee assessed to activate our database to match-make you to incentive programs specific to your project. We call this project specific list of incentives VERIFY Report.

· Our VERIFY Report details, in a single document, answers to questions that every property owner will have:

- What is the incentive name, managing organization, and incentive type?
- What green measure(s) must be executed to be eligible for the incentive?
- What is the maximum funding from the incentive?
- What is the estimated time to apply to the incentive?
- Is the application period open? When will the application period reopen if it’s closed?
- What are the next steps to capture the incentive?
- Is a preferred contractor required in order to be eligible for the incentive?
- Are inspections required as part of the incentive process?

· VERIFY Report Examples

- Commercial VERIFY Report
- Residential VERIFY Report

To Verify Your Eligibility:

1. If you would like to receive your VERIFY Report, please confirm your information on the following page upon submission of the SEARCH Survey. Alternatively, you can this page by selecting the link found in the "Survey Info. Confirmation” column on the SEARCH Entries page.

2. Once you have confirmed your information, you will be taken to the the payment page. After you read and accept the Terms and Conditions, you will be able to pay for the VERIFY Report. If you would like to pay at a later date, you can always find the payment page under the column titled "VERIFY Report Payment."

3. Confirm that the details displayed on this page match your project details one final time before payment.

4. After IncentiFind has received your payment, our team will get to work on match-making you to incentive programs and upload your VERIFY Report. For most projects, you can expect to receive your VERIFY Report within 3-5 days.

5. You will receive an email once your VERIFY Report has been uploaded. Also, you can always find your report on your "SEARCH Entries” page.

STEP 3 APPLY

To Apply to Eligible Incentives:

NOTE: We do not offer APPLY Services for Residential Projects

1. Residential incentive programs are written such that a homeowner can apply themselves.

2. Our residential VERIFY Reports go a step further by detailing the steps necessary to apply to the incentive program.

3. Simply follows the steps provided in your residential VERIFY Report listed in the column titled "Next Steps to Capture."

Commercial Projects

1. To access IncentiFind's APPLY Services, either select the "Get Help" button found in your VERIFY Report under the APPLY Services column OR navigate to your SEARCH Entries page and click "Select Incentives."

2. You will be prompted to select all of the incentives that you want help applying to.

3. Once you have selected the incentives you want help applying to, you will be prompted to accept our "APPLY Services Terms and Conditions".

4. After you accept our Terms and Conditions, IncentiFind will begin application preparation.

5. Expect our APPLY Services team to schedule a call with all information that is required to apply to the incentive program.

6. Once all appropriate information has been received by IncentiFind, your application process begins, and you will be able to track the status of each incentive on your APPLY Services page.

STEP 4 LOCATE

To Get Connected to Lenders and/or Professionals:

1. When you opt-in for our VERIFY Services, you are also connected to our lender network and/or our professionals network.

If you are adding incentives to our database:

1. Create an account by clicking "Register" in the navigation bar at the top of your screen. Make sure to select that you are "Adding incentives to our database.".

2. Login to your account by clicking "Login" in the navigation bar at the top of your screen.

3. Fill out a Incentive Intake form by clicking "IncentiIntake" in the navigation bar at the top of your screen.

4. Follow the instructions on screen to complete the Incentive Intake form for each incentive program your organization offers.

5. Once you have submitted the Incentive Intake form, you are done. IncentiFind will email you if any clarifications are needed regarding your Incentive Intake form.

6. There is no limit to the number of incentive programs your organization can add. Our database requires that "New Construction" and "Existing Building" incentive programs be separate Incentive Intake forms. The same goes for Residential and Commercial. In other words, the same incentive can not cover both Residential and Commercial Buildings. Similarly, the sae incentive can not cover both New Buildings and existing buildings.