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Field notes

Before the purchase order: an incentive diligence checklist

The questions to settle before committing to equipment or improvements.

Project facts

Where is the property? Who owns the asset? Who is applying? What are the planned use, budget and project stage?

Equipment and evidence

Do you have an itemized proposal, technical specifications, a cost breakdown and any required assessment or performance documentation?

Program conditions

Which supported programs warrant review? What do the authoritative requirements say about applicant, geography, timing, eligible costs, approvals and interaction with other incentives?

Responsibility and next action

Who will verify the rules, resolve missing items, provide professional confirmation and authorize submission? Record responsibilities before treating any opportunity as project economics.

Educational introduction only. Check current authoritative requirements and get appropriate professional advice for a specific project.

All resources

Before your next incentive application deadline

Nothing off the radar.

Bring one live project or incentive application. Leave with a clear brief, the questions that matter and a defined next step.