Here’s a checklist of all the items that field technicians and contractors need to get while on-site at the project so that they have the necessary information to submit the claim. 


  • Photos 

  • Pre-Install Photos – including close-up of equipment name plate, if legible 
  • Approved CF-3R OR Post-Installation Photo 
    • If legally required, provide the CF-3R HERS documentation.
    • If not legally required, provide a photo of the outdoor condensing unit’s nameplate, ensuring that the serial number and model number are clearly visible. 

 

  • Site Information 

  • Facility Type 
  • Other Major Building or Infrastructure Upgrades 
  • Was a panel upgrade required? 
  • Type of Panel Upgrade 
  • Electrical panel capacity pre-install 
  • Electrical panel capacity, post-install 
  • Previous AC type 
  • Previous Existing Furnace Fuel Type