Skip to main content

Energy Efficiency Program Workflow

Administer utility energy efficiency programs including rebates, audits, and incentives.

Complexity: Medium | Duration: 15-30m | Category: Industry/Energy Utilities

Tags: energy-efficiency rebates audits demand-side-management programs

Workflow Diagram

Steps

Step 1: Receive program application

Receive program application

Step 2: Pre

Agent: qualify customer and project

Step 3: Schedule energy audit

Schedule energy audit

Step 4: Conduct facility assessment

Conduct facility assessment

Step 5: Calculate savings potential

Calculate savings potential

Step 6: Issue rebate reservation

Issue rebate reservation

Step 7: Verify project completion

Verify project completion

Step 8: Process rebate payment

Process rebate payment

Step 9: Track program participation

Track program participation

Step 10: Report program results to regu

Report program results to regulators

Usage

To execute this workflow:

/workflow industry/energy-utilities/energy-efficiency-program-workflow.workflow

See other workflows in this category for related automation patterns.