2024 Post-Installation Quality Assurance Form

Specific MLP rebate program requirements can be refrenced by visiting Abode's MLP homepage

Customer MLP*

This form is for contractors/installers whose customers are applying for the WMLP’s NEW Whole-Home or Partial-Home heat pump rebate programs effective August 15, 2024.

Projects installed prior to this date must apply through the old rebate program. WMLP customers and their contractors/installers who are applying for the WMLP’s previous per-ton heat pump rebate program must complete their installations and instead submit the following two (2) previous forms by December 31, 2024:

Previous Post-Installation QA Form

Previous Customer Rebate Application

For more information, please refer to the WMLP Webpage

Thank you,

The Abode Team

Effective January 1st, 2024, the CMLP team will be reviewing all pre-approval and Install QA submissions and will be the primary point of contact for programmatic questions. Abode will no longer be reviewing these submissions. All CMLP-related forms that had been hosted by Abode have been shut down. For your convenience, the new Pre-Approval and Install QA forms are linked below.

Please note, Abode’s other MLP programs are not affected by this update. If you have any questions, please don’t hesitate to reach out.

Optional ASHP Pre-Approval Form	https://cmlp.jotform.com/233496315716158
ASHP Post Installation QA Form	https://cmlp.jotform.com/233374569100151
Optional GSHP Pre-Approval Form	https://cmlp.jotform.com/233516874091157
GSHP Post Installation QA Form	https://cmlp.jotform.com/233505013419144

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

Is the customer applying for an optional weatherization add-on rebate? If so, heat pumps and weatherization must be installed within six months of one another - customers must have an Abode consult and work with an approved home performance contractor*

YesNo

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.

Mass Save Rebate 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. Please use the attestation form template (CLICK HERE), which will open in a new tab.

Contractor Name

Contractor Phone

Please enter a valid phone number.

Contractor Email*

example@example.com

Customer Name

First NameLast Name

Customer Phone*

Please enter a valid phone number.

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*

Installation Date*

Date

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

Electrical Inspection *

Date

Sheet Metal Inspection (if applicable)

Date

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

Whole homePartial home

For the Whole-Home heat pump rebate, please affirm that the heat pump system is designed to condition 100% of the home's living space by volume and supply between 90-120% of the heating load at the correct design temperature for the home's location. If not, please provide an explanation:*

YesOther

How will the pre-existing primary heating system be used?*

Pre-existing primary heating system will continue to operate as primary heating systemPre-existing primary heating system will be used as back-up onlyPre-existing primary heating system will remain in place but is intended not to be usedPre-existing primary heating system was removed or decommissioned.Not Applicable (There was no heating system serving these rooms previously)Other

If applying for the higher Whole-Home heat pump rebate, please again affirm below that the pre-existing primary heating system was removed or decommissioned.*

Yes, I am attesting that the customer’s pre-existing primary heating system was removed or decommissionedNot applicable (applying for the lower Whole-Home or Partial-Home heat pump rebate)

Were integrated controls and a switchover strategy installed to optimize the operation of both systems?*

YesNoNot applicable (there was no pre-existing primary heating system serving these rooms or it was removed or decommissioned)

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 HMLP's whole-home e?)

Whole homePartial home

Are there existing heat pumps in the home that are being used, in part, to meet the whole-home heat load with the addition of new equipment?*

YesNo

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 if they are applying for an enhanced rebate for completely replacing a fossil fuel. In order to be eligible for a WMGLD enhanced rebate, your customer will need to have received an assessment within the last two years. See https://nextzero.org/ to schedule an assessment. Please confirm that you understand this requirement.*

MGED requires that all residents complete a home energy assessment through Energy New England (ENE) 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.*

Is your customer participating in the MGED Low-to-no Interest Loan Program (Rebate processing will be significantly delayed if answered incorrectly, please confirm with customer)*

NMLD requires that all residents complete a home energy assessment through Energy New England (ENE) within the previous three years prior to heat pump installation or within six months following heat pump installation. If an energy assessment has not already been completed, it can be scheduled 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.

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 are mounted at least 12" above the ground (unless shielded from snowfall). This is a requirement for rebate processing.*

Yes

CMLP requires that partial-home systems include integrated controls. Please confirm that you understand this requirement, will be installing integrated controls, and will list the integrated controls' model number on your Invoice.

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	Heating capacity of ASHPs at design temperature	Total square footage of home	% of home square footage to be conditioned by ASHPs
Sizing

Copy of total nominal BTUs added

~% of design load covered by ASHPs

Copy of whole building design load

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

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

A Manual J is required for whole home systems. What type are you submitting?*

Optional upload of Manual J report

Required upload of Manual J report*

Approximate year built*

Primary Heating System and Fuel used prior to Heat Pump Install:*

	Heating fuel	Heating system type
Existing systems

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

Please only enter accurate annual fuel usage provided by the customer. If unavailable enter 0.

Is fuel usage estimated?

Yes

Customer's primary use for ASHPs*

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

Type of floor plan being conditioned by ASHPs*

Distribution type*

How many systems (outdoor units) are being installed*

Does the installed system include auxiliary electric resistance heat?*

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

Size (in kW) of auxiliary electric resistance heat/supplemental heat strip*

Is the system being installed a dual fuel heat pump?*

Please note: a dual-fuel heat pump includes integrated controls and switchover strategy.

Approximately what outdoor temperature will the dual fuel heat pump need to switch to fossil fuel backup?*

Is the existing heating system being left operational?*

How likely is it that the existing heating system will need to run as backup heat?*

Was an integrated control installed?*

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

Outdoor unit (S1)*

	Manufacturer	Model number	# of indoor units	AHRI #
Outdoor unit

Outdoor unit (S2)*

	Manufacturer	Model number	# of indoor units	AHRI #
Outdoor unit

Outdoor unit (S3)*

	Manufacturer	Model number	# of indoor units	AHRI #
Outdoor unit

Outdoor unit (S4)*

	Manufacturer	Model number	# of indoor units	AHRI #
Outdoor unit

Outdoor unit (S5)*

	Manufacturer	Model number	# of indoor units	AHRI #
Outdoor unit

Outdoor unit (S6)*

	Manufacturer	Model number	# of indoor units	AHRI #
Outdoor unit

Outdoor unit (S7)*

	Manufacturer	Model number	# of indoor units	AHRI #
Outdoor unit

Outdoor unit (S8)*

	Manufacturer	Model number	# of indoor units	AHRI #
Outdoor unit

Please input the combined actual tonnage of the system/s installed. MGED rebates are based on actual tonnage. (*1 ton = 12,000 Btu cooling capacity at 95°F). Example: 3.75 tons (45,000 Btu).

Tons. BTU.

Please upload all AHRI certificates for selected outdoor equipment*

Paid Invoice: Please upload a copy of the final PAID invoice showing the model numbers of all installed equipment and a $0 remaining balance. A clear photo or PDF file of the invoice will suffice. An example invoice is included below, including all necessary components (indicates an invoice, not an estimate; all equipment model numbers included; project cost along with payment/paid in full details shown). If your final invoice does not include model numbers, please take photos of all equipment plates clearly showing the model number for final verification IN ADDITION to the invoice.*

RMLD Rebate Application: The application form can be accessed at the link below. You will need to download the form, complete it, and then reupload it; unfortunately it is not possible to complete it directly within this Install QA form. You must complete the rebate application and upload it below. Please note, RMLD requires a customer signature.*

RMLD Rebate Application Form link

(Be sure to open in a new tab/window or you could lose your progress on this form.)

Provide one photo of each outdoor unit standing back. *

Provide one photo of each outdoor unit plate.*

Provide one photo of each indoor unit

Please upload at least one photo of each air handler unit.

Installation Questions*

	Yes	No	N/A
If you decommissioned an existing system containing refrigerant, was the refrigerant safely recovered per EPA guidelines?
Line set(s) were pressure tested using dry nitrogen and evacuated with vacuum pump per manufacturer’s instructions.
Are all line set penetrations into the home covered with PVC, rodent proof, air sealed with sealant or spray foam?
Is the condensate line sloped downhill and away from crawlspaces, walkways, and other outdoor equipment?
Does each outdoor unit allow for free air flow and provide adequate clearance of at least 12" snow depth?
Is every outdoor unit level side-to-side and front-to-back?
Is all new ductwork sealed and insulated to a minimum of R-8?
Are all applicable breakers clearly labeled on the electrical panel?
If thermostats are used, are they on interior walls, away from direct sunlight, appliances, or drafts?
Has the customer been shown how to correctly use the thermostat/remote control?

Installer/Contractor Signature *

By signing this form, I certify that the work performed and equipment installed are in compliance with the eligibility criteria, terms and conditions of the Wellesley Municipal Light Plant’s (WMLP) heat pump rebate programs. At the WMLP’s discretion, the completed installation may be inspected by WMLP personnel or its representative to ensure compliance with the program.

Abode confirms the installation of this equipment.

Date*

Date

Date*

Date

Optional notes

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

Ready to submit?*

Yes

2024 Post-Installation Quality Assurance Form

Project Details

Project Inspections

Program Requirements

Project Details

ASHP System Size

Home Details

ASHP System Design

Auxiliary/Backup Heating Strategy

System 1

System 2

System 3

System 4

System 5

System 6

System 7

System 8

Documents

Photos

Take one photo of each outdoor unit from a distance to show the line set and ground clearance.

For each outdoor unit, please also provide one photo of the model number plate.

Take one photo of each interior head from a distance to show its positioning.

Take at least one photo of each air handler unit from a distance to show its positioning.