Energy Audit Privacy Policy

1. Introduction and Who We Are

This Privacy Policy explains how Energy Audit collects, uses, discloses, retains, and protects your personal information, and the rights and choices you have.

Energy Audit is a website and online tool available at https://audit.cat1.us (the "Site" or the "Tool"). Energy Audit is not a separate legal entity. It is owned and operated by CAT Exteriors Inc., a California corporation ("CAT Exteriors," "we," "us," or "our").

CAT Exteriors Inc.
1290 N Hancock St, Ste 102
Anaheim, CA 92807
Privacy requests: marketing@cat1.us
General questions: info@cat1.us
Toll-free: (800) 417-0916

2. Scope of This Policy

This Policy applies to personal information collected through the Site and Tool, including the energy questionnaire, your results page, your Energy Audit account, and communications that result from your use of the Tool.

This Policy applies only to residents of the United States. The Tool is intended for homeowners and primary decision-makers for residential properties. It is not intended for renters or for commercial properties.

This Policy does not cover websites, apps, or services operated by others, including advertising platforms or sites you reach through links on our Site. Their own privacy policies govern those services.

3. Your Agreement

By using the Site or Tool, or by submitting the questionnaire, you acknowledge that you have read and understood this Policy. Your use of the Site is also governed by our Terms of Use, including the dispute resolution and arbitration terms described in Section 21.

If you do not agree with this Policy, please do not use the Site or Tool.

4. Notice at Collection (Summary)

We collect the categories of personal information described in Section 5 for the purposes described in Section 7. We do not sell your personal information for money. Certain advertising and analytics technologies on our Site may be considered "sharing" for cross-context behavioral advertising or "targeted advertising" under some state laws (see Section 11). We keep personal information for the periods described in Section 13. You can learn about your rights and how to use them in Sections 15 through 19.

5. Information We Collect

We collect the following categories of personal information. The legal category names used by California law are shown in the second column.

Approximate location only. We do not request access to your device's GPS or precise location. Location we derive from your IP address is general and is not "precise geolocation" as defined by law.

Sensitive information. We do not ask for Social Security numbers, financial account numbers, health information, or similar sensitive data. Please do not include such information in the comments box. The only sensitive personal information we process is your account log-in credentials, which we use solely to provide and secure your account.

6. Where We Get Your Information

• From you, when you complete the questionnaire, create or claim an account, contact us, or speak with our representatives.
• Automatically, from your browser or device when you visit the Site, through scripts, session storage, cookies, and similar technologies (see Section 11).
• From our existing records, including our master database of current, existing, and previous customers of CAT Exteriors and its affiliated companies. Your submission may be matched to and used to update an existing record about you.
• From data vendors from whom we license or purchase contact and property information.
• From public records, such as property and county records.
• From other people, such as a family member or authorized person who provides information on your behalf.

7. How We Use Your Information

We use personal information to:

1. Provide the Tool, including calculating your estimated energy score, generating your results page and report, and explaining your score and recommendations.
2. Create, verify, and manage your account, including sending one-time verification codes by email or text.
3. Communicate with you about your score, recommended upgrades, available programs, rebates, discounts, financing, appointments, and products and services offered by CAT Exteriors, CAT Heating and AC, and Kensington Marketing Group, as described in Section 10.
4. Schedule and perform services you request, including confirming appointments and coordinating visits with all primary decision-makers.
5. Maintain accurate records, including updating our existing customer records when you provide newer information.
6. Analyze and improve the Site, Tool, scoring formula, and user experience, including understanding where our visitors come from and how they use the Tool.
7. Measure our advertising, including which campaigns lead people to the Tool.
8. Protect the Site and our users, including detecting bots, fraud, spam, abuse, and unusual submissions, and troubleshooting errors.
9. Honor your choices, including maintaining do-not-call and opt-out lists.
10. Train and monitor our representatives for quality, using call recordings.
11. Comply with law and enforce our Terms of Use, respond to legal requests, and establish or defend legal claims.

We do not use your information to make decisions that produce legal or similarly significant effects about you, such as decisions about credit, housing, employment, or insurance. Your energy score is an estimate generated for informational purposes only.

8. How We Disclose Your Information

We do not sell your personal information for money. We disclose personal information only as follows:

• Within the CAT Exteriors family of companies. We disclose personal information to CAT Exteriors Inc., CAT Heating and AC (a d/b/a of CAT Exteriors Inc.), and Kensington Marketing Group, which may contact you as described in Section 10. Our records are kept in a shared database with permissioned access. CAT Exteriors has access to all records. Other affiliated companies under common ownership or control with CAT Exteriors Inc. may access records only as needed to serve their own existing customers or with your consent. Being in our database does not mean every affiliated company will contact you.
• Service providers. We use vendors who process information on our behalf under contracts that restrict their use of it. These include website and server hosting (Contabo), content delivery and security (Cloudflare), backup storage (pCloud), email delivery (Amazon Web Services Simple Email Service), text message delivery (ClickSend), IP address lookup (ipify), and calling and telephone systems (Convoso and Intermedia). Our service providers are configured to store data in United States regions.
• Advertising and analytics providers. Google, Meta, and Microsoft (Clarity) may receive information through technologies on our Site, as described in Section 11.
• Legal and safety. We may disclose information to comply with law, a subpoena, or court order, to respond to lawful government requests, to protect the rights, property, or safety of us, our users, or others, or to enforce our agreements.
• Business transfers. If CAT Exteriors or its affiliated companies are involved in a merger, acquisition, financing, reorganization, or sale of assets, personal information may be transferred as part of that transaction, subject to this Policy.
• With your direction or consent. We may disclose information when you ask us to or agree.

We do not disclose personal information to unaffiliated third parties for their own marketing purposes.

9. Information About Other People

If you provide information about another person, such as a spouse, parent, or co-decision-maker, you confirm that you have their permission to share it with us and that they may be contacted about your home or appointment.

By submitting the questionnaire, you also confirm that you are the homeowner of the property described, or are authorized to act on the homeowner's behalf.

10. Calls, Text Messages, and Emails

Your consent. When you submit the questionnaire and check "Agree and Accept," you agree that CAT Exteriors Inc., CAT Heating and AC, and Kensington Marketing Group may contact you at the phone number and email address you provide, including by calls and text messages that may be sent using automated technology, about your report, energy-saving programs, discounts, products, services, and appointments. Your consent is not a condition of any purchase. Message frequency varies. Message and data rates may apply.

Who contacts you. CAT Exteriors and CAT Heating and AC may contact you about recommended exterior and HVAC upgrades and appointments. Kensington Marketing Group may contact you to inform you of available programs, discounts, and cost-effective energy solutions. Whether you act on any information is entirely your choice.

Phone calls. Calls are made by live representatives. Calls may be recorded and monitored for training, quality assurance, and record-keeping. You will be told at the start of a recorded call.

Text messages. Texts may be sent automatically by our systems, as part of a campaign, or by your assigned representative. Reply STOP to any text to stop receiving texts, or HELP for help. Verification codes are sent only when you request them.

Emails. Emails are sent from no-reply@cat1.us and notifications@cat1.us. These addresses are not monitored. Contact us at info@cat1.us or marketing@cat1.us instead. Marketing emails include an unsubscribe option.

How to opt out of all marketing contact. You may submit our do-not-call form, reply STOP to a text, use the unsubscribe link in an email, tell a representative, call (800) 417-0916, or email marketing@cat1.us. Opt-outs are typically processed within 24 to 48 hours. After opting out, you may still receive messages required to complete a transaction you requested, or a one-time message confirming your opt-out.

Do-not-call lists. We maintain an internal do-not-call list. When you opt out, we keep the minimum information needed, such as your name and phone number, to make sure we do not contact you again. We also take steps to keep contact information accurate and to comply with federal and state do-not-call and telemarketing laws.

11. Cookies, Tracking, and Analytics

We and our providers use scripts, browser session storage, cookies, pixels, and similar technologies on the Site.

IP geolocation by DB-IP.

Microsoft Clarity. Clarity session recordings show interactions with the Site. We use Clarity only to understand usage and improve the Tool, not to identify individual visitors. Microsoft may process Clarity data under its own privacy statement. Learn more at https://privacy.microsoft.com/privacystatement.

Advertising platforms. We advertise on Google and Meta. Their tags on our Site may receive your IP address, device information, cookie identifiers, click identifiers, and the pages you visit, and may use this information to measure ads and show ads to people. We do not upload customer lists, email addresses, or phone numbers to these platforms. Under California and certain other state laws, this activity may be considered "sharing" for cross-context behavioral advertising or "targeted advertising." See Sections 15 and 17 for how to opt out. You can also control ad personalization at Google Ad Settings and in your Meta ad preferences.

Your browser controls. You can block or delete cookies and clear session storage in your browser settings. Private or incognito browsing, tracker blockers, and similar tools may prevent some data from being collected. If you block these technologies, some features may not work properly.

Global Privacy Control and Do Not Track. We treat a Global Privacy Control (GPC) signal from your browser as a valid request to opt out of sharing and targeted advertising for that browser, as required by law. Because there is no common standard for "Do Not Track" signals, we do not respond to them separately.

12. Partial and Incomplete Submissions

The questionnaire saves your answers as you go, even if you do not click Submit. We use incomplete submissions only to troubleshoot errors, detect fraud, spam, or unusual activity, and maintain compliance records such as do-not-call history. We do not enter incomplete submissions into our marketing workflows, and we do not contact you based on an incomplete submission.

13. How Long We Keep Information

We keep personal information only as long as reasonably necessary for the purposes in this Policy, using these criteria:

We may keep information longer when required by law, or to resolve disputes, prevent fraud, or enforce our agreements.

14. How We Protect Information

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. These include HTTPS encryption in transit, firewalls and other security protocols, hashed passwords, bot protection, and access limited to authorized administrators with permission-based controls that are revoked when no longer needed. Each report is tied to a unique token and requires signing in to the associated account to view.

No method of transmission or storage is completely secure, and we cannot guarantee absolute security. Please keep your password confidential and tell us right away if you believe your account has been compromised.

If a security incident affects your personal information, we will notify you by email and as otherwise required by law.

15. Your Privacy Rights and Choices

All users of the Tool, wherever they live in the United States, may:

• Access the personal information we hold about you, and receive a copy in a portable format.
• Correct inaccurate personal information. You can also update much of your information in your account.
• Delete your personal information and your account. You can delete your account yourself in your account settings, or ask us to.
• Opt out of marketing calls, texts, and emails (Section 10).
• Opt out of sharing and targeted advertising by using a Global Privacy Control signal, by selecting that option on our do-not-call form, by calling (800) 417-0916, or by emailing marketing@cat1.us with the subject line "Do Not Share."
• Not be discriminated against for using any of these rights. We will not deny you the Tool, charge you a different price, or provide a different quality of service because you used your rights.

When you ask us to delete your information, we delete it from our active systems and backup copies, and we place you on our do-not-call list. We may keep information we are legally allowed or required to keep, such as the minimum details needed to honor your opt-out, records needed to comply with law, or information needed to resolve a dispute.

16. How to Submit a Request

You may submit a request by:

• Emailing marketing@cat1.us
• Calling toll-free (800) 417-0916
• Using your account settings to view, edit, or delete your account
• Submitting our do-not-call form to opt out of contact

Verification. To protect you, we verify requests to access, correct, or delete information by confirming your identity through a code or confirmation sent to the email address or phone number we have on file, or by your signing in to your account. Opt-out requests do not require verification. We will not ask for more information than is needed.

Authorized agents. You may use an authorized agent, such as a family member, to submit a request. We will require written permission signed by you and may ask you to verify your identity directly with us, unless the agent has a valid power of attorney.

Response time. Most requests are processed within 24 to 48 hours. We will respond to all requests within 45 days. If we need more time, we may extend this by up to another 45 days and will tell you why.

Appeals. If we decline your request in whole or in part, you may appeal by emailing marketing@cat1.us with the subject line "Privacy Appeal." We will respond within 60 days and explain our decision. If you are not satisfied with our response, you may contact your state Attorney General.

17. Additional Information for California Residents

This section supplements this Policy and applies to California residents under the California Consumer Privacy Act, as amended by the California Privacy Rights Act (together, the "CCPA"), and other California laws.

Personal information we collected and disclosed in the past 12 months

The sources, business and commercial purposes, and retention periods for each category are described in Sections 6, 7, and 13.

Your California rights

In addition to the rights in Section 15, California residents have the right to:

• Know the categories and specific pieces of personal information we collected, the categories of sources, the purposes for collecting, sharing, or disclosing it, and the categories of third parties to whom we disclosed it.
• Delete personal information we collected from you, subject to legal exceptions.
• Correct inaccurate personal information.
• Opt out of the sale or sharing of personal information. We do not sell personal information. To opt out of sharing, use the methods in Section 15. We honor Global Privacy Control signals.
• Limit the use of sensitive personal information. We use sensitive personal information only for purposes allowed by the CCPA without a right to limit, such as providing and securing your account, so this right does not apply.
• Non-discrimination and no retaliation for exercising your rights.

Notice of financial incentive

We provide your energy score and report free of charge in exchange for your answers and contact information. This may be considered a financial incentive under California law. The value of your information to us is reasonably related to the cost of operating the Tool and the value of the potential business relationship, which we estimate based on our expenses to develop, host, and operate the Tool. You opt in by submitting the questionnaire and may withdraw at any time by deleting your account or asking us to delete your information.

Minors

We do not knowingly sell or share the personal information of consumers under 16.

California "Shine the Light"

We do not disclose personal information to unaffiliated third parties for their own direct marketing. Affiliated companies may receive information as described in Section 8. California residents may ask for information about such disclosures by emailing marketing@cat1.us with "Shine the Light Request" in the subject line. We will respond once per calendar year.

Call recording

Consistent with California law, calls with our representatives may be recorded only after you are notified at the start of the call.

Accessibility

This Policy is available in a format accessible to people with disabilities. To request it in another format, contact marketing@cat1.us or (800) 417-0916.

18. Additional Information for Texas Residents

Texas residents have rights under the Texas Data Privacy and Security Act, including the rights to confirm whether we process their personal data, access, correct, and delete it, obtain a portable copy, and opt out of targeted advertising, sale of personal data, and profiling with legal or similarly significant effects. We do not sell personal data or engage in such profiling. We engage in targeted advertising as described in Section 11, and you may opt out using the methods in Section 15. We do not process sensitive personal data except as allowed by law. You may appeal a decision on your request as described in Section 16. If your appeal is denied, you may contact the Texas Attorney General at https://www.texasattorneygeneral.gov/consumer-protection.

19. Arizona and Other States

Arizona. We follow Arizona law regarding data security, breach notification, and telephone solicitation, including do-not-call requests.

Other states. Residents of states with consumer privacy laws, such as Colorado, Connecticut, Delaware, Indiana, Iowa, Kentucky, Maryland, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, Oregon, Rhode Island, Tennessee, Utah, and Virginia, may have rights similar to those in Sections 15 and 18, including the right to appeal. We extend the rights in Section 15 to all U.S. users, whether or not a state law requires it.

Nevada. We do not sell covered information as defined under Nevada law. Nevada residents may still submit a request to marketing@cat1.us.

20. Children's Privacy

The Site and Tool are intended only for adults 18 and older. We do not knowingly collect personal information from anyone under 18. If we learn that we have collected information from a person under 18, we will delete it. If you believe a minor has provided us information, contact marketing@cat1.us.

21. Dispute Resolution and Binding Arbitration

Please read this section carefully. It affects your legal rights, including your right to go to court and to participate in a class action.

Informal resolution first. Before filing a claim, you agree to send a written notice describing the dispute to marketing@cat1.us or to our mailing address in Section 1, and to try in good faith to resolve it with us for at least 60 days.

Binding individual arbitration. Except as stated below, any dispute, claim, or controversy arising out of or relating to the Site, the Tool, this Policy, our collection or use of your information, or any calls, texts, or emails from us or our affiliated companies, will be resolved by binding individual arbitration administered by the American Arbitration Association (AAA) under its Consumer Arbitration Rules. The arbitrator has authority to decide all issues, including whether a dispute must be arbitrated, except that a court decides questions about the class action waiver below. Arbitration will take place in Orange County, California, or by video or phone, or in your home county if you prefer. Fees will be paid as provided by the AAA Consumer Arbitration Rules.

Class action and jury trial waiver. You and we agree that each may bring claims only in an individual capacity, and not as a plaintiff or class member in any class, collective, consolidated, or representative proceeding. You and we waive any right to a jury trial.

Mass arbitration. If 25 or more similar arbitration demands are filed by or with the help of the same law firm or coordinated group, the demands will be administered in batches of up to 25, with the remaining demands held until each batch is resolved, to the extent permitted by the AAA rules.

Exceptions. Either party may bring an individual claim in small claims court. Either party may seek an injunction in court to protect intellectual property or stop unauthorized access to the Site.

30-day opt-out. You may opt out of this arbitration agreement by emailing marketing@cat1.us with the subject line "Arbitration Opt-Out" within 30 days after first using the Site, including your name, address, and phone number. Opting out does not affect any other part of this Policy.

Governing law and venue. This Policy is governed by the laws of the State of California and applicable federal law, including the Federal Arbitration Act, without regard to conflict of law rules. Any court proceeding allowed under this section will be brought in the state or federal courts located in Orange County, California.

Severability. If the class action waiver is found unenforceable for a claim, that claim will proceed in court and not in arbitration. If any other part of this section is found unenforceable, the rest remains in effect.

22. Changes to This Policy

We may update this Policy from time to time. For material changes, we will email account holders at the email address on file and update the "Last Updated" date above. For minor changes, such as correcting typos or clarifying wording, we will update the "Last Updated" date. Your continued use of the Site after a change takes effect means you accept the updated Policy.

23. Contact Us

For questions about this Policy or to make a privacy request:

CAT Exteriors Inc. (Energy Audit)
1290 N Hancock St, Ste 102, Anaheim, CA 92807
Email: marketing@cat1.us
Toll-free: (800) 417-0916

For questions about your score, report, or energy upgrades, email info@cat1.us.