2022 Pre-Approval Submission Form v2

In 2023, Pre-approval is now optional and the only required form is the 2023 Install-QA Form which must be completed after installation.

Form Links

Optional Pre-Approval

2023 Install QA Form

Resources

Rebates, Efficiency Requirements, Additional Info

NEEP Cold Climate Heat Pump List- ashp.neep.org
Mass Save QPL - MassSave.com/HPQPL

Questions? Email Rebates@AbodeEM.com

Customer MLP*

Does the customer heat their home with natural gas as their primary heating fuel?

YesNoNo - the home has gas as a supplemental heating fuel but not as the primary heating fuelNo - the home has gas as a heating fuel but not in the zone that heat pumps will be installed into

Customers of RMLD who heat their home with natural gas are now eligible for Mass Save's enhanced heat pump rebates for 2022-2024. RMLD will no longer be offering rebates to these customers.

Please refer to the Mass Save heat pump rebate webpage here, and assist your customer with applying for the applicable Mass Save rebate. Please also be aware of the following differences in the Mass Save rebate program's requirements compared to RMLD's rebate program.

The Mass Save program does not require a pre-install or post-install approval through Abode.
Equipment must be installed on the Mass Save Heat Pump Qualified Product List (HPQPL). Equipment that qualifies for RMLD's rebate may not qualify for Mass Save rebates, and the system being proposed for this customer may need to be adjusted.

Customers of HMLP who heat their home with natural gas are now eligible for Mass Save's enhanced heat pump rebates for 2022-2024. HMLP will no longer be offering rebates to these customers.

Please refer to the Mass Save heat pump rebate webpage here, and assist your customer with applying for the applicable Mass Save rebate. Please also be aware of the following differences in the Mass Save rebate program's requirements compared to HMLP's rebate program.

The Mass Save program does not require a pre-install or post-install approval through Abode.
Equipment must be installed on the Mass Save Heat Pump Qualified Product List (HPQPL). Equipment that qualifies for HMLP's rebate may not qualify for Mass Save rebates, and the system being proposed for this customer may need to be adjusted.

Customers of NMLD who heat their home with natural gas are now eligible for Mass Save's enhanced heat pump rebates for 2022-2024. NMLD will no longer be offering rebates to these customers.

Please refer to the Mass Save heat pump rebate webpage here, and assist your customer with applying for the applicable Mass Save rebate. Please also be aware of the following differences in the Mass Save rebate program's requirements compared to NMLD's rebate program.

The Mass Save program does not require a pre-install or post-install approval through Abode.
Equipment must be installed on the Mass Save Heat Pump Qualified Product List (HPQPL). Equipment that qualifies for NMLD's rebate may not qualify for Mass Save rebates, and the system being proposed for this customer may need to be adjusted.

Customers of WMLP who heat their home with natural gas are now eligible for Mass Save's enhanced heat pump rebates for 2022-2024. WMLP will no longer be offering rebates to these customers.

Please refer to the Mass Save heat pump rebate webpage here, and assist your customer with applying for the applicable Mass Save rebate. Please also be aware of the following differences in the Mass Save rebate program's requirements compared to WMLP's rebate program.

The Mass Save program does not require a pre-install or post-install approval through Abode.
Equipment must be installed on the Mass Save Heat Pump Qualified Product List (HPQPL). Equipment that qualifies for WMLP's rebate may not qualify for Mass Save rebates, and the system being proposed for this customer may need to be adjusted.

Customers of CMLP who heat their home with natural gas are now eligible for Mass Save's enhanced heat pump rebates for 2022-2024. CMLP will no longer be offering rebates to these customers.

Please refer to the Mass Save heat pump rebate webpage here, and assist your customer with applying for the applicable Mass Save rebate. The Mass Save program does not require a pre-install or post-install approval through Abode.

Pre-Approval Override

The customer is opting to have the contractor complete a pre-approval through Abode even though the rebate will be through Mass Save and pre-approval is not required.N/A

Pre-Approval Override

The customer is opting to apply for a rebate through RMLD even though they are a customer of the Mass Save program. In this case, the customer and contractor must agree not to apply for a Mass Save rebate.N/A

Please upload a letter signed by the customer attesting that they will not be applying for a Mass Save rebate.

Contractor Name

Contractor Phone

Please enter a valid phone number.

Contractor Email*

example@example.com

Customer Name

First NameLast Name

Customer Email*

Used for rebate milestone updates & customer survey at end of rebate process. If your customer does not have one, please use your own.

Project address

Street Address

Street Address Line 2

City

Postal / Zip Code

Contract total

Utility Authorization Number (UAN)*

Please contact RMLD to obtain the UAN. You will need the Electrician License number to complete this. Call 781-942-6598

RMLD requires that all projects complete a Town Wiring Inspection upon completion. Please confirm that you understand this requirement.*

WMGLD requires that all residents complete a home energy assessment through the MMWEC Next Zero program. In order to be eligible for a WMGLD rebate, your customer will need to have received an assessment within the last three years OR receive an assessment within one year of ASHP install, and will not receive their rebate until the assessment has been completed. See https://nextzero.org/ to schedule an assessment. Please confirm that you understand this requirement.*

MGED requires that all residents complete a virtual home energy assessment through Energy New England (ENE) within within the previous two years prior to filing for the heat pump rebate. If an energy assessment has not been completed prior to the heat pump system being installed, it can also be completed afterward by scheduling at https://www.energynewengland.com/CMS_Intake.aspx or by calling 888-772-4242. PLEASE CONFIRM THAT YOU UNDERSTAND THIS REQUIREMENT. *

HMLP requires that all projects complete a Town Wiring Inspection upon completion. Please confirm that you understand this requirement. The electrical permit and wiring inspection can be arranged through Hingham's Town Building Department by calling (781) 741-1420.

CMLP requires that all projects obtain an electrical permit and that the Town of Concord’s electrical inspector inspect and approve the installation. Please confirm that you understand this requirement.

CMLP requires that all projects involving sheet metal ducting work that goes beyond minor repairs obtain a sheet metal permit and that the Town of Concord’s inspector inspect and approve the installation. Please confirm that you understand this requirement.

An energy assessment within the last three years or scheduled within six months after project completion is required by CMLP for projects involving homes built before 2008. Outbuildings are exempted. Please confirm that you and your customer understand this requirement.

WMLP requires that all projects complete a Town Wiring Inspection upon completion. Please confirm that you understand this requirement. The electrical permit and wiring inspection can be arranged through Wellesley's Town Building Department by calling (781) 431-1019.*

If installing a new outdoor unit (not replacing an existing) the town of Wellesley Building Department requires a plot plan to prove the new outdoor unit will not be installed in a setback area. For details please call Wellesley's Town Building Department by calling (781) 431-1019. Please confirm that you understand this requirement.*

Please confirm all outdoor units will be mounted on stands at least 12" above the ground. This is a requirement for rebate processing.*

Yes

Customer's primary use for ASHPs*

Replacing or adding systems*

Is the customer buying ASHPs to minimize use or stop using their existing heating system?*

Is this project a whole-home, partial-home, or outbuilding solution? (i.e. is your customer applying for CMLP's whole-home rebate, partial-home rebate, or outbuilding rebate?)

Whole home (Heat Pump Only)Partial home (Dual-Fuel/Hybrid)Outbuilding

Is this project a whole-home or partial-home? (i.e. is your customer applying for NMLD's whole-home rebate or partial-home rebate?)

Whole homePartial home

CMLP requires that partial-home systems include integrated controls. Please confirm that you understand this requirement and will be installing integrated controls.

Yes, I understand CMLP's requirement and will be installing integrated controls for this project.Integrated controls are not required because the backup/supplemental heating system is ETS, electric resistance, or existing heat pumps.

If the pre-existing heating fuel is oil, CMLP requires that the integrated control swap-over temperature must be 30°F or lower. If the pre-existing heating fuel is propane, CMLP requires that the integrated control swap-over temperature must be 15°F or lower.

The existing fuel is oil and the integrated controls will be staged with a swap-over temperature no higher than 30°F.The existing fuel is propane and the integrated controls will be staged with a swap-over temperature no higher than 15°F.N/A - the existing fuel is neither oil nor propane.

System size*

	Est. design heating load for whole building	Total nominal heating BTUs of ASHPs being added	Total square footage of home	% of home square footage to be conditioned by ASHPs
Sizing

Copy of total nominal BTUs added

Copy of whole building design load

~% of design load covered by ASHPs

Supplemental 0-49%
Majority Replacement 50-75%
Full Replacement 76-100%

Did you complete a Manual J to estimate the heating load? *

Optional upload of Manual J report

Approximate year built*

Existing systems*

	Heating fuel	Heating system type	DHW fuel	DHW type
Existing systems

Building envelope*

	Floor R-Value	Wall R-Value	Ceiling R-Value	Air Infiltration
Average R-values

Current annual heating fuel usage (therms, gallons, kWh)*

If you don't have actual usage, you can estimate

Is fuel usage estimated?

Yes

How many systems (outdoor units) are being installed*

Distribution type*

Type of floor plan being conditioned by ASHPs*

Is the existing heating system being left operational?*

What is the overall heating strategy for the existing system and ASHPs?*

Which control strategy is being used to operate the existing system and the ASHPs? (if any)*

Is the new system being installed dual fuel?*

At what outdoor temperature will the integrated control turn off the ASHP?*

Distribution type (S1)*

Outdoor unit (S1)*

	Manufacturer	Model number	Nominal size	# of indoor units	AHRI #
Outdoor unit

Ducted indoor unit model number(s) (S1)

Indoor units (S1)

	Indoor unit model	Nominal size	Space/room conditioned	~Floor area of space/room	Unconditioned space above	Unconditioned space below
Indoor unit 1
Indoor unit 2
Indoor unit 3
Indoor unit 4
Indoor unit 5

Distribution type (S2)

Outdoor unit (S2)*

	Manufacturer	Model number	Nominal size	# of indoor units	AHRI #
Outdoor unit

Ducted indoor unit model number(s) (S2)

Indoor units (S2)

	Indoor unit model	Nominal size	Space/room conditioned	~Floor area of space/room	Unconditioned space above	Unconditioned space below
Indoor unit 1
Indoor unit 2
Indoor unit 3
Indoor unit 4
Indoor unit 5

Distribution type (S3)

Outdoor unit (S3)*

	Manufacturer	Model number	Nominal size	# of indoor units	AHRI #
Outdoor unit

Ducted indoor unit model number(s) (S3)

Indoor units (S3)

	Indoor unit model	Nominal size	Space/room conditioned	~Floor area of space/room	Unconditioned space above	Unconditioned space below
Indoor unit 1
Indoor unit 2
Indoor unit 3
Indoor unit 4
Indoor unit 5

Distribution type (S4)

Outdoor unit (S4)*

	Manufacturer	Model number	Nominal size	# of indoor units	AHRI #
Outdoor unit

Ducted indoor unit model number(s) (S4)

Indoor units (S4)

	Indoor unit model	Nominal size	Space/room conditioned	~Floor area of space/room	Unconditioned space above	Unconditioned space below
Indoor unit 1
Indoor unit 2
Indoor unit 3
Indoor unit 4
Indoor unit 5

Please upload all spec sheets and AHRI certificates for selected outdoor equipment*

Specification sheets, "cut" sheets, or submittals are all acceptable provided they include power input data for the utility's engineers.

Please upload all AHRI certificates for selected outdoor equipment*

Optional notes

Any specific design or sizing details that seem relevant or general feedback on the form and information requested

Ready to submit?*

Yes

Important Update - 2023 Quality Assurance Process

Project Details

Customer Interest

ASHP System Size

Home Details

ASHP System Design

Heating Strategy

System 1

System 2

System 3

System 4