The Process
• Introduction & Initial Assessment
• Identify Opportunities, Goals & Priorities
• Determine Sales Process & Set Milestones
• Collect Floor Plans or Electrical Drawings
• Obtain copy of the Past three January Electric Bills
• Conduct Survey & Verify Existing Lighting
• Review Existing Light Levels & Expections
• Present Cost – Savings Analysis
• Review & Finalize Project Details
• Generate PO or Equipment Purchase Agreement
• File Rebate Applications & Obtain Permits
• Confirm Start Date, Overall & Daily Schedules
• Identify Sensitive or Special Access Areas
• Complete & Review Safety Plan
• Plan for Equipment Delivery, Storage & Staging Area
• Begin Installation & Check Initial Results
• Track Progress Online or in Weekly Meetings
• Complete Punch List Items & Close-Out
• Remove Dumpsters & Recycle Old Equipment
• Provide Owners Manual & Warranty Information
• Follow-Up & Service
• Post Construction M&V (if Required)




