2024 Optional GSHP Pre-Approval Form

Notice

In 2023, pre-approval for ground source heat pump projects is now optional. The only required form is the Install-QA form.

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 fuel

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.

Is this ground source heat pump system being installed as part of a new construction project?

NoYes - in a newly-constructed additionYes - in a newly-constructed home or outbuilding

CMLP's ground source heat pump rebate is not offered for systems installed in newly-constructed homes or outbuildings.

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.*

Customer's primary use for GSHPs*

Replacing or adding systems*

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

Whole homePartial home

System size*

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

Copy of total nominal BTUs added

Copy of whole building design load

~% of design load covered by GSHPs

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

What type of Manual J did you complete to estimate the heating load? *

Upload of Manual J report**

*MUST INCLUDE INPUT SUMMARY PAGE

Loop Configuration

Total number of bore holes

Total bore hole depth (ft)

Total length of pipe for horizontal system (ft)

Total length of water column (ft)

Approximate year built*

Existing systems*

	Heating fuel	Heating system type	DHW fuel	DHW type
Existing systems

How many heat pumps are being installed*

Distribution type*

Is the existing heating system being left operational?*

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

Does the system being installed include any auxiliary electric resistance heat?*

Approximately what outdoor temperature will the auxiliary electric heat need to turn on?*

Distribution type (S1)*

Heat Pump (S1)*

	Manufacturer	Model number	# of distribution systems	AHRI #
Heat Pump

Distribution type (S2)

Heat Pump (S2)*

	Manufacturer	Model number	# of distribution systems	AHRI #
Outdoor unit

Distribution type (S3)

Heat Pump (S3)*

	Manufacturer	Model number	# of distribution systems	AHRI #
Outdoor unit

Distribution type (S4)

Heat Pump (S4)*

	Manufacturer	Model number	# of distribution systems	AHRI #
Outdoor unit

Distribution type (S5)

Heat Pump (S5)*

	Manufacturer	Model number	# of distribution systems	AHRI #
Outdoor unit

Distribution type (S6)

Heat Pump (S6)*

	Manufacturer	Model number	# of distribution systems	AHRI #
Outdoor unit

Please upload all spec sheets and AHRI certificates for selected heat pump 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 heat pump 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

Ground Source Optional Preapproval Form

Project Details

Customer Interest

GSHP System Size

Home Details

GSHP System Design

System 1

System 2

System 3

System 4

System 5

System 6