2025 Residential Heat Pump Rebate Application

Was natural gas the building's primary heating fuel before the heat pump installation?

YesNoNo - the building had gas as a supplemental heating fuel but not as the primary heating fuel

Customers of CMLP who heated, or still heat, their home primarily with natural gas are eligible for Mass Save's heat pump rebates. CMLP does not offer heat pump 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.

CMLP rebates are not available for heat pumps installed in newly constructed homes or newly constructed outbuildings.

Before beginning your rebate application:

review CMLP's Heat Pump Rebate Program Guidelines to ensure that your project is eligible for a rebate.
know the date of the Concord Building Department's:
- electrical inspection approval
- sheet metal work inspection approval, if the project requires sheet metal ducting work that goes beyond minor repairs.
know the Concord Board of Health drilling permit issue date if the system is a ground-source heat pump.
if your home was built before 2008, know the date of your completed or scheduled home energy assessment or the date of your final HERS rating report, if applicable, or have an electronic copy of your Energy Saver Home Loan Program decarbonization plan ready to upload.
have electronic copies of the following documents ready to upload:
- invoice from a heat pump installer showing:
  - installation address
  - installer company name
  - outdoor and indoor equipment model numbers
  - integrated control model numbers, if applicable.
- installer's W-9 form, if the rebate is to be paid directly to the installer, rather than to the customer.
- if the heat pump system is sized to be the sole source of heating in the residence:
  - Manual J heat load calculation, if the project was not pre-approved for a rebate
  - Whole-home heat pump verification form signed by you and your installer
  - for ground source heat pumps, a software design report showing the system's heating capacity at the incoming water temperature.

For help, contact CMLP's Energy Efficiency & Electrification Coordinator, Jan Aceti, at jaceti@concordma.gov or 978-318-3151.

Installation Address*

Was this project pre-approved by CMLP?*

YesNoNot sure

Were any changes made to the project after it was pre-approved? (examples: changes to number or models of equipment installed; changes to swap-over temperature )*

YesNo

Customer Name*

First NameLast Name

Customer E-mail*

Used for rebate milestone updates. If your customer does not have one, please use your own.

Customer Phone*

Installer Company Name*

Installer Email*

example@example.com

Installer Phone Number*

Please provide a number where we can reach you directly to ask any questions necessary to process this rebate application.

Pre-Existing Systems*

	Pre-Existing Heating Fuel	Pre-Existing Heating System Type
Pre-existing primary system
Pre-existing secondary system, if present. Otherwise, leave blank.
Other pre-existing system, if present. Otherwise, leave blank.

Equipment Type*

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

A Manual J is required for whole home systems. Please upload it here.*

Must include input summary page

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

Upload of Manual J report*

Include input summary page

A software design report showing the system's heating capacity at the incoming water temperature is required for whole home systems. Please upload it here.*

If this project uses supplemental electric heat (electric resistance units/baseboards, existing heat pumps and/or ETS) in rooms other than bathrooms, the project is eligible for a whole home rebate only if the supplemental electric heat provides no more than 10% of the home's total heat load.

Auxiliary electric resistance strips built into the heat pump itself or non-electric heating systems are allowed for emergency use but not supplemental heat in whole home heat pump projects. Emergencies are heat pump maintenance/repair downtime or if the heat pump is unable to heat the home during an extreme weather event.

Is supplemental electric heat such as electric resistance units/baseboards, existing heat pumps or ETS used in any rooms other than bathrooms to meet the home's total heat load?

YesNo

What type of supplemental electric heat is used in each room? Enter the name of each room and select all electric heat sources that apply.

	Name of Room	Existing Heat Pumps	Electric Resistance Units or Baseboards	ETS	Other
Room 1
Room 2
Room 3

Please use either Option 1 or Option 2 (not both) to provide CMLP with information that it can use to determine the percentage of the home's total heat load met by the supplemental electric heat.

OPTION 1: If existing heat pumps are the only source of supplemental electric heat, please enter the outdoor and indoor unit model numbers of the existing heat pumps.

	Outdoor Model #	Indoor Model #1	Indoor Model #2	Indoor Model #3
Existing Heat Pump 1
Existing Heat Pump 2
Existing Heat Pump 3

OPTION 2: If the supplemental electric heat is electric resistance only or a combination of electric resistance, existing heat pumps and/or ETS, provide the information called for in either Option 2.A or Option 2B, but not both.

Option 2.A. A room by room Manual J heat load calculation including all rooms in the home's living area was uploaded in the field above.

Yes

Option 2.B. A block load Manual J heat load calculation including all rooms in the home's living area was uploaded in the field above. A block load Manual J without the rooms heated by supplemental electric heat is uploaded here.

Must include input summary pages.

Please Note: The project electrician must obtain an electrical permit online prior to installation, and schedule an inspection by the Town's electrical inspector after the work is complete. If the project requires sheet metal ducting work that goes beyond minor repairs, a sheet metal permit must have been obtained, and an inspection scheduled. The project must pass all relevant inspections before this rebate application can be submitted. Enter the relevant inspection approval dates below. More information about Town of Concord Building Department permits and inspections can be found in the Quality Assurance Section of CMLP's Heat Pump Rebates for Your Home page. For ground-source heat pumps, a drilling permit must have been obtained from the Concord Board of Health.

Date of Electrical Inspection Approval*

Subject to verification by CMLP

Did this project have sheet metal duct work beyond minor repairs? Examples are installing new ducting, or replacing, changing, or significantly repairing existing ducting.*

Date of Sheet Metal Inspection Approval*

Subject to verification by CMLP

A drilling permit must have been obtained from the Concord Board of Health. Enter the permit issue date below.

Concord Board of Health Drilling Permit Issue Date*

Subject to verification by CMLP

How many heat pumps (condensers) are being installed?*

Condenser (HP1)*

	Model number	# of indoor units	AHRI #
Condenser

Condenser (HP2)*

	Model number	# of indoor units	AHRI #
Condenser

Condenser (HP3)*

	Model number	# of indoor units	AHRI #
Condenser

Condenser (HP4)*

	Model number	# of indoor units	AHRI #
Condenser

How much of the building's heat will the NEW heat pump(s) provide?*

Which heating type will provide the remainder of your heating needs?*

Does the new installed system include auxiliary electric resistance heat incorporated into the heat pump itself?*

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

CMLP requires that partial-home systems include integrated controls in most cases. The controls must be on the Mass Save HPQPL. Please confirm that you have installed integrated controls and listed the integrated controls' model number on your invoice if they are required.*

Yes, I have installed integrated controls for this project.Integrated controls are not required because the supplemental heating system is electric resistance, existing heat pumps or ETS.Integrated controls were not installed because there is no other heating system in the zone to integrate with.

If the supplemental heating fuel is oil or natural gas, CMLP requires that the integrated control swap-over temperature must be 30°F or lower. If the supplemental heating fuel is propane, CMLP requires that the integrated control swap-over temperature must be 15°F or lower. At approximately what outdoor temperature will the dual fuel heat pump need to switch to fossil fuel backup? (If there is no other heating system in the zone heated by the heat pump, select N/A)*

Required Documents:

Invoice: Please upload a copy of the final invoice showing the model numbers of all installed equipment. 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). 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. Upload the photos using this same upload field. *

Whole-Home Heat Pump Verification Form*

Installation Best Practices:

Installation Questions for Air-Source Heat Pump Projects*

	Yes	No	N/A
If you decommissioned an existing system containing refrigerant, was the refrigerant safely recovered per EPA guidelines?
Were the line set(s) 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 (unless shielded from snowfall)?
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?

Installation Questions for Ground-Source Heat Pump Projects*

	Yes	No	N/A
If you decommissioned an existing system containing refrigerant, was the refrigerant safely recovered per EPA guidelines?
Were the line set(s) 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?
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?

Was the building built before 2008?*

How will you fulfill the rebate program's home energy assessment requirement? (Select one)*

Completed or scheduled home energy assessmentCompleted Energy Saver Home Loan Program decarbonization planFinal HERS Rating Report (required instead of home energy assessment if heat pump installation is part of a home renovation for which the building code requires a HERS rating)

Date of Completed or Scheduled Home Energy Assessment or Final HERS Rating Report*

If you may have had an audit through CMLP, but don't know the date, contact Energy New England at 888-772-4242 or hea@ene.org for help. This field may be left blank for outbuildings, which are exempt from the energy assessment requirement.

Energy Saver Home Loan Program decarbonization plan*

Heat Pump Rebates

Rebate not to exceed project cost. A customer is eligible for a maximum of $10,000 in air-source or air-to-water heat pump rebates or $15,000 in ground-source heat pump rebates per service address per calendar year for equipment installed in that calendar year. Review the "Heat Pump Rebate Amounts and Equipment Eligibility Criteria" section at Heat Pump Rebates for Your Home to ensure that your project meets eligibility criteria and any special requirements for the rebates below.

* Tons are calculated based on AHRI cooling capacity divided by 12,000 BTUs

Project Cost*

Please choose a payment option. Note: If you are requesting a check paid to you or to your installer, and you have been in arrears frequently in the past two years, CMLP may apply all or part of the rebate as a bill credit rather than as a check. *

Any rebate of $750 or less is issued as a credit on your electric bill. If the rebate is larger than your electric bill that month, the remaining credit will be applied to your Concord municipal utility bills (electric, water/sewer and broadband) each month until the credit is used up.

Is the rebate payment address the same as the installation address?

YesNo

Payment Address

Payee Company Name*

Payee Company Address*

Upload W-9 for Payee Company*

Identity of Submitter*

Acceptance of Terms and Conditions*

Optional notes

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

Click "Save" if you wish to continue working on the form later.

Click "Submit" to apply for a rebate.

CMLP's 90-day rebate application window begins on the later of the Concord Building Department's electrical inspection approval date or sheet metal inspection approval date (applicable if the project requires sheet metal ducting work that goes beyond minor repairs).

Projects for which CMLP does not receive a rebate application within the 90-day window are not eligible for a rebate.

If an application received by CMLP is incomplete or has not met all of the rebate requirements, CMLP may reach out once to the installer and to the customer by both phone and email. If outstanding issues are not resolved within 30 days of the communication, the project will no longer be eligible for a rebate.

CMLP's liability is limited to paying the rebate for which the project is eligible. CMLP is not liable for any consequential or incidental damages or for any damages in tort connected with or resulting from participation in this offer.

2025 Residential Heat Pump Rebate Application

Program Requirements

Permits and Inspections

Heat Pump System Design

Heat Pump 1

Heat Pump 2

Heat Pump 3

Heat Pump 4

Auxiliary/Backup Heating Strategy

Home Energy Assessment Requirement

Heat Pump Rebates

Payment Information