Use this page before promising rebates, install timing, or decommissioning eligibility. Stop conditions come first.
Risk triage path
Is this oil decommissioning?
The scope is full tank removal plus electric water heater swap. Always.
If the homeowner wants to keep the oil tank, it is not qualifying decommissioning.
Next action: Quote both line items and use the calculator for exact homeowner pricing.- Rule
- Drain-only no longer exists; the tank leaves the premises and the water heater becomes electric.
- Next action
- Quote both line items and use the calculator for exact homeowner pricing.
Are there existing 410A units?
Consultantlace them even if they work. R32 can stay if recently installed and registered.
Do not promise the homeowner can keep working 410A units for a qualifying decommissioning job.
Next action: Check the refrigerant nameplate during survey.- Rule
- 410A no longer meets Con Edison decommissioning requirements.
- Next action
- Check the refrigerant nameplate during survey.
Is solar pending inspection in Yonkers or Westchester?
Pull HVAC permits before install.
This is a stop condition; do not sell speed over compliance.
Next action: Pause install timing promises until permit path is confirmed.- Rule
- Installing before permits can trigger violations that start at $8,000.
- Next action
- Pause install timing promises until permit path is confirmed.
Esta página es parte de la biblioteca de capacitación de Bienestar HVAC. Resume el tema Permit and decommissioning risk — stop conditions first para que el consultor pueda explicar el proceso con claridad, evitar promesas incorrectas y preparar cada oportunidad para una instalación limpia.
Nota para el consultor: use esta página como guía de campo. Antes de prometer reembolsos, fechas, financiamiento o alcance de instalación, confirme elegibilidad, permisos, capacidad del equipo y documentación requerida.