*Note to GGCI Professional: The more accurate you fill out the information, the better report you will have to present to the client. Some of the questions you ask may seem not relevant for initial renewables systems opportunities but it's the goal to collect as much data as possible so over the long haul, the software can stay in touch with the client and you can help them own new technologies, upgrades and services. The goal is to establish a long-term relationship with the customer through information and automation. Keep a keen eye out for items that will save energy, consume energy and systems that may need replacing to help the client

GGCI

Energy Evaluation Assessment Entry

*Note to GGCI Professional: Use the email address you login to the CRM (Go High Level) to ensure the EEA is assigned to you.

GGCI representative email address *

Customer Contact Information

*Note to GGCI professional. When filling out the form and the homeowner does not have information or does not apply, put "none" where there is an open answer or 0 if it's a number

Customer Household Information

Income is a sensitive question. Explain the reason we collect this information is because our system checks for special programs households can qualify for. Field is not required if customer does not want to share.

What are your interests or priorities regarding energy? (check all that apply) *

Save money

Gain energy independence

Protected myself from the utility company

Reduce my carbon footprint

Increase the value of my home

Create a plan to go green

Increase my knowledge about my energy use

Are you a US Veteran? *

Do you own a business?

Household Income (For rebate and incentive qualifications) *

Did you receive a tax return last year?

How many adults OVER 18 live in your home?

How many youth UNDER 18 live in your home?

Do you rent or own your home? *

*Note to GGCI professional: You can look up home value and year of construction on Zillow.

In what year was your home built? *

What direction does your home face (front door)? *

What type of home do you have?: *

What is the square footage of the home? *

What is your home's estimated value?

Total number of exterior doors?

Type garage:

Are your garage door(s) insulated?

Garage Size:

How many electric garage door openers?

For mobile/manufactured homes, what type of foundation?

Do you have a basement?

What type of basement?

Number of windows? *

Do you have upgraded insulation in attic?

What is the "R-Value" of your insulation? (If known)

Type/style of roof material? *

How old is your roof? *

*Note to GGCI professional: In this section you are probing to get information about the potential need to replace systems. Most people DO NOT replace these systems until they need a replacement for failure. If these systems are in need of replacement, you will want to discuss these needs with the client.

Have you installed a "Smart Thermostat"?

Age of A/C unit? (years) *

How old is your furnace? (years) *

How old is the whole house fan? (years) *

How old is your swamp/evaporative cooler? (years) *

How old is your solar PV electric system? (years)

What size is your Solar PV system? (Round to the nearest kW)

What type of WATER HEATER do you have? *

For tank water heaters: What is capacity in gallons?

How old is your water heating system? (years) *

Type of electrical (Breaker) panel?

Electrical panel capacty? (AMPS) *

How many open circuts are available?

How old is your wind turbine system? (years)

*Note to GGCI Professional: In Texas please have them name the electric company provider (ERCOT, etc) and not who they get their bill from.

Utility Company - Electric *

Utility Company - Gas *

If you have one, what age is your home BATTERY backup? (years)

If you have one, what age is your home BACKUP GENERATOR? (years)

*Note to GGCI Professional: kWh and Therms are required to generate the EEA report. We recognize that many homeowners may not have instant access to this information. If you skip over these fields, you will be required to follow-up with the homeowner to aquire the data at a later time in order to generate a report.

Annual kWh Consumption

Consumption type is? *

Has your utility installed a Smart Meter? (electric) *

Month #1 electricity usage in kWh

Month #2 electricity usage in kWh

Month #3 electricity usage in kWh

Month #4 electricity usage in kWh

Month #5 electricity usage in kWh

Month #6 electricity usage in kWh

Month #7 electricity usage in kWh

Month #8 electricity usage in kWh

Month #9 electricity usage in kWh

Month #10 electricity usage in kWh

Month #11 electricity usage in kWh

Month #12 electricity usage in kWh

*Note to GGCI professional: We collect gas consumption for heating systems comparison. Gas vs electric when it comes to replacement of heating system.

Annual Consumption (in therms)

Gas consumption type is? *

Propane Consumption: (annual)

Consumption Appliance & Devices

*Note to GGCI professional: In this section you are probing for the age of appliances. Since appliances have a life expectancy, appliances at or near 10-15+ years may need replacement. It's important to have this information to help bring these potential investments to top of mind. In most cases, the replacement of appliances with energy efficient appliances should reduce consumption and cost

Refrigerator Style/Type: *

How old is your Refrigerator? (years) *

2nd Refrigerator Style/Type:

How old is your 2nd Refrigerator? (years)

What type of Range/Oven do you have? *

How old is your Range/Oven? (years) *

If you have a stand alone freezer, how old is your Freezer? (years)

If you have a 2nd freezer, how old is it? (years)

Home Security System/Cameras: *

How old is your Microwave? (years) *

How old is your Dishwasher? (years) *

How old is your garbage disposal? (years) *

What is the age of your washer? (clothing) *

Type of clothes dryer?

How old is your clothing dryer? (years) *

How many gaming systems being used?

Do you have any of these critical medical devices or systems (check all that apply)?

CPAP

Oxygen

Other

How many personal computers? *

How many mobile devices? (phones, tablets) *

Have you converted to LED lighting? *

Gas fire pit: (connected to your gas supply) *

Have you installed a Hot Tub? *

Have you installed a Hot Tub PUMP Replacement in the past 5 years? *

What about a swimming pool? *

Has the POOL PUMP been replaced in the last 5 years? *

Gas outdoor BBQ (connected) *

Yard lights (non-attached to home) *

*Note to GGCI professional: In this section, you are looking for current and future needs. Ask probing questions

How many gas/diesel vehicles? *

EV - How many electric vehicles? *

General EV charging behavior:

EV - avg. miles driven per day?

EV - Upcoming planned purchases? *

Do you own an RV or camper? *

Is your RV/camper every plugged into your home?

Number of motorcycles/ATV/snowmobiles (total) *

Do you regularly charge other personal transportation vehicles such as: E-Bikes/motorcycles, longboards, scooters, etc.? *

*Note to GGCI professional: If the client has a cabin or other out building with it's own metering, recommend a EEA for that property.

Do you have a detached outbuilding with power? *

Planning to add an additional out buildings?

Do you have a cabin or second home with power?? *

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