You are an equipment provider, not a financial advisor, broker, underwriter, or licensed lender — and knowing C-PACE well does not authorize you to act as though it did. Three permitted roles, each stated with what it is not: recognize the trigger (not a qualification interview), introduce the mechanism accurately and briefly (not a pitch or a projection), and hand off cleanly (not case management). Five prohibitions with the reason each exists. The self-check is one line: if a sentence could be read as advice about money rather than information about equipment, do not say it — and the test depends on how an owner making a capital decision reads it, not on your intent. Ends with five pressure situations and the exact line that holds in each.
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