Step-by-Step Guide “How to apply for assessment services”

Step 1


Check the eligibility criteria to find out if your investment opportunity could meet the GEFF requirements. Complete the application form and submit it along with any documentation about the investment to your local financing branch.

Financial eligibility check

Your financing branch will assess your financial eligibility and request a preliminary technical assessment from the GEFF team.

Technical eligibility assessment

GEFF experts will carry out a preliminary assessment of your green investment opportunities. If needed, GEFF experts may provide further assessment services, which may also require an on-site visit). The resulting assessment report will be reviewed by your financing branch.

Financial assessment and approval

The financing branch will assess your green investment opportunities from a financial, environmental and legal point of view.

Step 2

Finance agreement

After successfully completing the first step, the financing branch will prepare the finance agreement for your signature.


After signing the agreement, your finance will become available, permitting the eligible green investment opportunities to be adopted.

Putting your investments to use

Arrange for the assessed green investment opportunities to be deployed to your business, taking care to archive any installation certificates, guarantees or maintenance contracts, along with the technology and service proof of purchase (as these may be needed during verification). Contact your financing branch and the GEFF team immediately if your investment has changed and now includes technologies or services that have not been assessed for eligibility.

Step 3


Once your investments are being used and are performing as expected, inform your financing branch accordingly.


For randomly selected projects, the GEFF team will arrange to verify that the assessed green investment opportunities have been deployed and are performing effectively (which will require an on-site visit).