2026 Mass Save® Participation Agreement

Mass Save® 2026 Heat Pump Installer Network Participation Agreement
Thank you for your interest in joining the Mass Save Heat Pump Installer Network (HPIN). Annual re-enrollment is required for all HPIN.

If you are a returning contractor, you must use the unique link tat was sent to your company to re-enroll in order to avoid delays.

Before you begin, the documents you will need to complete enrollment are:
- W-9 Signed, either wet signature or virtual verified signature, and dated on or after January 1, 2025
- Active Massachusetts License in one of the following categories¹,²
  - Acceptable licenses: Sheet metal, Refrigeration, Construction Supervisor License (CSL), Electrical, Plumbing, Gas fitter, Oil burner
- Active Certificate of Comprehensive General Liability Insurance
  - Minimum $1,000,000 commercial general liability (each occurrence)
  - Contact your insurance company to request a Certificate of Liability Insurance
  - If your insurance company requires an address, you may list:
    
    Abode Energy Management (555 Virginia Rd, Concord MA 01742)
- EPA 608 Certification Type II, III and Universal accepted
- Certification of relevant training provided by a heat pump manufacturer
- NEW submission requirement: Heating and Cooling Learning Center completion certificates:
  - Weatherization 101
  - Integrated Controls 101
  - Heat Pump Basic Course
  - Heat Pump Program Overview (2026)
    How to access your completion certificates
1. If installing systems over 10 tons, you must submit MA Refrigeration Technician License number

2. License and certification substitution may be acceptable, if approved by Program Vendor
Page 1 of 13

Mass Save 2026 Heat Pump Installer Network Participation Agreement
Background Logic: Renewal or new
Background Logic: SF Record ID
Background Logic: Unique ID
Background Logic: Legacy HPIN Account SF ID
Background Logic: MassSaveEICID
Background Logic: Program State
Background Logic: Current Date

MonthDayYear
Date
Hour MinutesAM/PM Option
Background Logic: Program State
Background Logic: Force Account Creation
Background Logic: Resubmit Form
I certify under the penalties of law that the statements made in this Agreement, and in supporting documentation provided along with this Agreement, have been examined by me and are true and complete. I understand that by signing this Agreement, I consent to any other inquiry to verify or confirm the information I have given. I hereby authorize any reference identified or provided to the Sponsors by Participating Contractor to release to the Sponsors any information pertaining to past or present relevant work. I hereby release from all liability or damage, the Sponsors and those persons, agencies, or organizations who may furnish such information.
Participation Agreement Signature*

Clear
Participation Agreement Date*

MonthDayYear
Date
Printed Name
Date

MonthDayYear
Date
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HPIN Accountability Policy
I have reviewed and agree to follow the HPIN Accountability Policy.
HPIN Accountability Policy Signature*

Clear
HPIN Accountability Policy Date*

MonthDayYear
Date
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Mass Save Co-Brand License Addendum

This addendum outlines contractor responsibility for using the Mass Save HPIN logo. Contractors agree to follow the brand guidelines and submit all materials using the logo for pre-approval.
This Co-Brand License Addendum (“Addendum”) modifies the Mass Save Heat Pump Installer Network Participation Agreement (“Agreement”).

WHEREAS, the Sponsors are the owner of the registered service mark “Mass Save”, as set forth on Exhibit A hereto (the “Mark”) and are also the owner of both the partner service mark as set forth on Exhibit B hereto (the “Partner Mark”) and the HPIN service mark as set forth on Exhibit C hereto (the “HPIN Mark”, collectively with the Mark and Partner Mark, the “Mass Save Marks”);

WHEREAS the Sponsors desire to develop energy efficiency programs (the “Energy Efficiency Programs”) and the Participating Contractor wishes to use the HPIN Mark in association with products and services it offers which promote the Energy Efficiency Programs; and

WHEREAS the Participating Contractor recognizes the vital importance of protecting the Sponsor’s exclusive and valuable rights in and to the Mass Save Marks and the goodwill symbolized thereby.

NOW THEREFORE, in consideration of the terms of this Addendum, the Participating Contractor agrees to the following:
1. Grant of License: The Sponsors hereby grant to the Participating Contractor a non-transferable, nonexclusive, revocable license to use the HPIN Mark only in Massachusetts (the “Territory”) during the Term (as defined in the Agreement) to promote the Energy Efficiency Programs in accordance with the Mass Save Heat Pump Installer Brand Guidelines as set forth in Exhibit D hereto, which the Sponsors may modify from time to time with notice to the Participating Contractor of such modifications (the “Brand Guidelines”). Note this does not grant the Participating Contractor a license to use the Mark or the Partner Mark unless expressly given consent elsewhere.
2. Participating Contractor Commitments:
  1. Participating Contractor shall use the HPIN Mark to promote the Energy Efficiency Programs and heighten public awareness of the Mass Save brand and campaign.
  2. Participating Contractor shall comply with the Brand Guidelines.
3. Quality Control of Usage of HPIN Mark:
  1. All uses of the HPIN Mark must appear identical in substance to the HPIN Mark as it appears on Exhibit C. All uses of the HPIN Mark shall comply with the then current Brand Guidelines.
  2. Prior to any use of the HPIN Mark, Participating Contractor must obtain, at Participating Contractor’s sole expense, prior written approval of such use by the Program Vendor. Such request shall include a representative sample of the proposed use of the HPIN Mark, including, but not limited to, advertising or other promotional materials, signs, packaging, and/or labels.
  3. If the Sponsors determine that one or more of the Participating Contractor’s uses of the HPIN Mark is in any manner inconsistent with the terms of this Addendum, including any exhibits hereto, then the Sponsors shall so notify the Participating Contractor, and the Participating Contractor shall immediately cease all such disapproved uses of the HPIN Mark. Failure of the Participating Contractor to comply with the Sponsors’ instructions shall result in the immediate termination of the use of the HPIN Mark and this Addendum.
I have reviewed and agree to follow the Co-Brand License Addendum
Co-Brand License Signature*

Clear
Co-Brand License Date*

MonthDayYear
Date
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Quality Installation Checklist

Air source heat pump installations receiving residential or commercial rebates should be completed in accordance with the quality installation checklist below. This form can be found at MassSave.com/HPIN. We highly recommend bringing this checklist with you to the job site for ongoing and final installation review.
I have reviewed and agree to follow the air source heat pump quality installation check-list.
Installation Checklist Signature*

Clear
Installation Checklist Date*

MonthDayYear
Date
Page 5 of 13

2026 Rebate Amounts

The 2026 rebate amounts have changed from 2025. Review the below and acknowledge that you understand these changes.
For information on Income Based Incentives, visit MassSave.com/Enhanced
I have reviewed and agree to follow the 2026 heat pump rebate amounts. I understand that these amounts are subject to change.
2026 Rebate Acknowledgement Signature*

Clear
2026 Rebate Acknowledgement Date*

MonthDayYear
Date
Page 6 of 13

Company Information
Please answer the next question to the best of your ability. If you have any questions, please contact HVAC@MassSave.com before submitting. For reference, the following options are defined as:

Heat Pump Installer (most likely)
- Company or installer who installs heat pumps and satisfies all HPIN requirements, and may or may not receive a customer's rebate.
Rebate Processing Organization
- Company that receives rebates on behalf of a HPIN customer or HPIN contractor, but does not perform heat pump installations.
Non-Installing General Contractor
- Company that coordinates the installation of heat pumps using subcontractors and may or may not receive a customer's rebate, but does not perform the install work.
What best describes your participation in the Heat Pump Installers Network (HPIN)?*

Heat Pump InstallerRebate Processing OrganizationNon-Installing General Contractor
Are you also a participating contractor in either the Energize Connecticut℠ or Clean Heat Rhode Island programs?*

YesNo
Your participation requires the use of subcontractors. Enter the HPIN-listed subcontractor(s) below. The entry must match the HPIN-listed contractor's name(s) on the Find-A-Contractor tool. The Primary Contact at all HPIN-listed subcontractors will receive an email in which they have to verify their relationship with your company.*
If you are a Non-Installing General Contractor you may be asked to provide a HVAC license on behalf of your subcontractor(s).
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Company Information

The following company information may be shown on the Find-A-Contractor Tool on MassSave.com. Please fill it out completely and accurately.
Company Name*
Doing Business As (DBA)
ONLY complete this field if your company uses a customer-facing name that is different from your Company Name. If this field is filled out, this is what will be shown on the Find-A-Contractor Tool.
Company Email*
Company Website
This website will be listed on the Find a Contractor Tool. If you do not have a website, leave this field blank. Do NOT write "N/a" or "None".
Company Phone Number*
Please enter a valid phone number.
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Additional Addresses (if applicable) may be shown on the Find A Contractor Tool on MassSave.com. (Up to 4 locations)
Address (2)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Address (3)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Address (4)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Page 8 of 13

Company Contact Information

The following company information will NOT be shown on the Find A Contractor Tool on MassSave.com.
The Primary Contact listed must monitor their inbox frequently for program announcements and communications, such as rebate inquiries and customer escalations. Fill it out completely and accurately.*

I understand
Primary Company Contact First Name*
Primary Company Contact Last Name*
Primary Company Contact Email*
example@example.com
Primary Company Contact Phone Number*
Please enter a valid phone number.
Primary Company Contact Title/Role*
Add additional contact
Secondary Company Contact First Name*
Secondary Company Contact Last Name*
Secondary Company Contact Email*
example@example.com
Secondary Company Contact Phone Number*
Please enter a valid phone number.
Secondary Company Contact Title/Role*
Tertiary Company Contact First Name*
Tertiary Company Contact Last Name*
Tertiary Company Contact Email*
example@example.com
Tertiary Company Contact Phone Number*
Please enter a valid phone number.
Tertiary Company Contact Title/Role*
Please add any additional emails for employees you'd like to have receive Mass Save program information and updates. Separate using commas.
We highly recommend listing any and all customer-facing contacts here to ensure that they have easy access to the latest program information.
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Required eLearning Course Submission
These courses are offered at no-cost via the Mass Save Heating and Cooling Learning Center.

Beginning in 2026, contractors are required to complete the current year's Program Overview.

To view all required courses, click "Course Catalog" then select the "Mass Save / REQUIRED for Residential HPIN Installers" box on the right-hand side.

Learn how to access your course completion certificates.

For password reset requests on the Heating and Cooling Learning Center, the email comes from a sender called Evergreen iQ with an address of noreply@em.iqed.online. Please wait up to 15 minutes for the email to arrive and check your junk/spam folders. If you're still encountering issues, email hpin@evergreen.energy.
Heat Pump Basics*

Cancelof
Integrated Controls 101*

Cancelof
Weatherization 101*

Cancelof
Heat Pump Program Overview (2026)*

Cancelof
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Required Documents
Required Documentation Checklist:
1. Signed copy of this Participation Agreement
2. W-9
  1. Signed, either wet signature or virtual verified signature, and dated on or after January 1, 2025
  2. Include alternative name as DBA if applicable
3. Active Massachusetts HVAC or Electrical Contractor/Plumbing License¹ ²
  1. Acceptable licenses: Sheet metal, Refrigeration, Construction Supervisor License (CSL), Electrical, Plumbing, Gas fitter, Oil burner
4. Active Certificate of Comprehensive General Liability Insurance
  1. Example certificate
  2. If your insurance company requires an address, you may list:
    Abode Energy Management
    555 Virginia Rd, Concord MA 01742
  3. Minimum $1,000,000 commercial general liability (each occurrence)
5. EPA 608 Certification
  1. Type II, III and Universal accepted
6. Certification of relevant training provided by a heat pump manufacturer
_{1. If installing systems over 10 tons, you must submit MA Refrigeration Technician License number}

_{2. License and certification substitution may be acceptable, if approved by Program Vendor}
I attest that each certification, license, or documentation that I am uploading to this Participation Agreement is current, valid, accurate, and in full force and effect as of the date hereof. I further acknowledge my responsibility to maintain such certifications, licenses, and documentation as current, valid, accurate, and in full force and effect continuously at all times during the term of this Participation Agreement, and to provide updated certifications, licenses, and documentation promptly to the Program Vendor as necessary to avoid any lapses in coverage or gaps in documentation. I acknowledge that failure to maintain a current and valid record of all required certifications, licenses, or documentation on file with the Program Vendor at all times may constitute grounds for termination from the HPIN.
Please upload your W-9*

W-9 must be signed and dated current year (2025)
Cancelof
Please upload your applicable license*

Cancelof
License Type*
License #*
HVAC License Expiration Date*

MonthDayYear
Date
If installing systems over 10 tons, input MA Refrigeration Technician License #:
MA Refrigeration Technician License Expiration Date

MonthDayYear
Date
Please upload your Certificate of Comprehensive General Liability Insurance*

$1,000,000 minimum general liability, NOT worker's compensation
Cancelof
Certificate of Insurance Expiration Date*

MonthDayYear
Date
Please upload your EPA Section 608 Certification*

Cancelof
Please upload certification of relevant training provided by a heat pump manufacturer*

Cancelof
Date of training*

MonthDayYear
Date
Page 13 of 13
Should be Empty:

Mass Save® 2026 Heat Pump Installer Network Participation Agreement

Mass Save 2026 Heat Pump Installer Network Participation Agreement

HPIN Accountability Policy

Mass Save Co-Brand License Addendum

Quality Installation Checklist

2026 Rebate Amounts

Company Information

Company Information

Company Contact Information

Company Information

Market Questionnaire

Required eLearning Course Submission

Required Documents