Apply Now for an ASHP Rebate

7. Who's Eligible for a CMLP Rebate?

Project Eligibility:

Rebates are available to homeowners and renters for air-source heat pump installations in new or existing homes that meet the following eligibility requirements:

1. Use the installed air-source heat pump (ASHP) for heating consistently throughout the winter.

2. Work with an installer that has received manufacturer training for the products they plan to install in your home.

3. Install ASHPs from  either of two lists of eligible equipment:

               - Any ASHP on the  Massachusetts Clean Energy Center’s Qualified Products List is eligible for a rebate from CMLP. The vast majority of these are ductless heat pumps.

               - Any centrally ducted ASHP on the Northeast Energy Efficiency Partnership’s (NEEP’s) Cold Climate Air Source Heat Pump (ccASHP) Specification Listing. Download the Excel file “ColdClimateAir-SourceHeatPumpSpecificationListing-Updated DD.DD.DD.xlsx at http://www.neep.org/initiatives/high-efficiency-products/emerging-technologies/ashp/cold-climate-air-source-heat-pump. In the filename, “DD.DD.DD” will display as the date when the file was last updated. Column M, entitled “Ductless or Centrally Ducted” must indicate that the ASHP is Centrally Ducted in order for the ASHP to be eligible for a CMLP rebate.

4. Has had a home energy audit completed within the last four years or have one scheduled within six months of project completion. New homes and multi-family residences with more than four units do not require an energy audit. CMLP recommends that priority recommendations from the audit are implemented before, or in coordination with, the installation of the ASHP. Natural gas users can contact MassSAVE at (866) 527-SAVE (7283) or www.masssave.com/en/saving/energy-assessments/. All others can sign up with Energy New England at solutions@ene.org, (888) 772-4242, or www.ene.org/residential-audits/.


Rebate Type Eligibility:

If the project meets the above eligibility requirements, system owners should next determine which rebate type they are eligible for based on the following table:

 

Income-Based Thresholds by Household Size

System Type

Rebate Type

Household Size

Annual Gross Income

Single-Head System

Central Ducted or Multi-Head Systems

Base Rebate
Available to all households meeting project requirements (see above).

N/A

N/A

$625 per system

(up to 3 systems***)

$625 per 12,000 BTU/hr****

(up to a maximum rebate of $2,500)

120% Income-Based Rebate**
Available to all households that meet project eligibility requirements and have verified that their income is below 120% of the Massachusetts state median income.

1

$68,760

$800 per system

(up to 3 systems***)

$800 per 12,000 BTU/hr****

(up to a maximum rebate of $3,200)

2

$89,916

3

$111,074

4

$132,230

80% Income-Based Rebate**
Available to all households that meet project eligibility requirements and have verified that their income is below 80% of the Massachusetts state median income.

1

$45,840

$1,500 per system

(up to 3 systems***)

$1,500 per 12,000 BTU/hr****

(up to a maximum rebate of $6,000)

2

$59,944

3

$74,049

4

$88,153

**To receive an income-based rebate, the residential customer must complete one of the accepted income verification methods. Please see the “How Do I Qualify for an Income-Based Rebate?” question below for more information about income-based rebates and income verification.

*** Residences may install more than three single-head ductless systems, though the rebate will only support the first three installed. Rebates for central or multi-head systems are limited to 48,000 BTU/hr of heating capacity (maximum heating capacity at 5°F). Residences may install systems with greater capacity, though the rebate will only support the first 48,000 BTU/hr of heating capacity installed.

****For the purposes of determining rebate levels for central or multi-head systems, CMLP uses the system’s maximum heating capacity (BTU/hr) at 5°F.


Annual Cap

Customers may apply for more than one ASHP rebate over the life of the ASHP rebate program.  However, a customer may receive only one ASHP rebate within a twelve month period.  This policy is subject to change in the future.


8. How Do I Apply for the ASHP Rebate?

There are 3 steps to apply for the ASHP rebate.

Step 1: Find an Installer 

First select an ASHP installer, who can help you with your rebate application. CMLP recommends that residents:

  • Review the material at “How can I learn about the best air-source heat pump options for my home?” and “What questions should I ask potential installers?” questions listed above.
  • Solicit proposals from at least three installers.
  • Check references from prior installations.

Prior to deciding to move forward with a system, residents who may meet income criteria should determine if they are eligible for the Income-Based Rebate, as described under the “Who’s Eligible for a Rebate?” question above. For example, a household of four with annual income of $132,230 or less may qualify. If eligible, complete one of the three income verification methods described in “How do I qualify for an Income Based Rebate?” question below.

Step 2: Select Eligible Equipment

Work with your installer to select eligible equipment from either of two lists:

  • Any ASHP on the Massachusetts Clean Energy Center’s Qualified Products List is eligible for a rebate from CMLP. Use the Qualified Products List link on MassCEC’s page for the most updated list. The vast majority of these are ductless heat pumps
  • Any centrally ducted ASHP on the Northeast Energy Efficiency Partnership’s (NEEP’s) Cold Climate Air Source Heat Pump (ccASHP) Specification Listing. Download the Excel file “ColdClimateAir-SourceHeatPumpSpecificationListing-Updated DD.DD.DD.xlsx at http://www.neep.org/initiatives/high-efficiency-products/emerging-technologies/ashp/cold-climate-air-source-heat-pump. In the filename, “DD.DD.DD” will display as the date when the file was last updated. Column M, entitled “Ductless or Centrally Ducted” must indicate that the ASHP is Centrally Ducted in order for the ASHP to be eligible for a CMLP rebate.

Step 3: Apply for a Rebate 

Once you select an installer and are ready to move forward with the project:

Within 90 days of project completion, residents, with assistance from their installer, should complete and email the following documents to Energy New England, CMLP’s rebate processor, at solutions@ene.org or postal mail to Concord Rebates c/o Energy New England, 100 Foxborough Blvd #110, Foxboro, MA 02035.

  • Application Form: The ASHP rebate application
  • Home Energy Assessment: Date of completed or scheduled home energy assessment must be noted on rebate application. Assessments performed through CMLP’s home energy assessment program, Concord’s Green Your Heat Program, the MassSave program or other assessment providers are all accepted.
    • If you believe you had an assessment in the last four years through CMLP, but do not know the date, contact Energy New England, CMLP’s assessment provider, at 1-888-772-4242 for assistance.
    • If you believe you had an assessment in 2015 or 2016 through Concord’s Green Your Heat Program, but do not know the date, contact CMLP’s Energy Specialist Pamela Cady at pcady@concordma.gov or 978-318-3149 for assistance.
    • For the date of a MassSave assessment, call 800-632-8300.
    • To schedule a home energy assessment, call Energy New England, CMLP’s assessment provider, at 1-888-772-4242.
  • Electric Bill: A copy of a recent electric bill
  • Invoice: A copy of the paid invoice, showing model numbers, total costs and invoice date.
  • (Income Verification): If applicable, complete income verification. Eligibility thresholds and income verification methods can be found under the “How do I qualify for an income-based rebate?” question below.
  • Installer Training: A letter or certificate from the manufacturer verifying that the installer has successfully completed at least 4 hours of manufacturer training within the last 5 years for the products installed in your home. CMLP highly recommends that the installer submits this documentation to you with their proposal, regardless of whether you apply for a rebate.
  • Labels: Photographs of the manufacturer labels showing the equipment serial and model numbers on the installed outdoor and indoor units.
  • (Heat Load Calculation): For projects designed to supply 100% of the building’s heat with no supplemental heat source, a copy of the summary report for the Manual J (residential) heat load calculation, at the 99% dry bulb heating design temperature for the most relevant ACCA location. Heating set temperatures may be between 68 and 72 degrees Fahrenheit.

The Town of Concord assumes no liability for any equipment, installation or damages, and may inspect equipment to verify the above information at any time up to 1 year after receiving the rebate application. 


9. How do I qualify for an income-based ASHP rebate?

In the interest of increasing access to air-source heat pumps for all residents of Concord, CMLP offers additional incentives for households with income below 80% or 120% of the state median income. Eligibility thresholds are determined based on household size. Eligibility for the income-based rebate is based on the income of the System Owner’s household.

Eligibility is based on total household income (Tax Return Form 1040 line 22), as determined by the system owner and household members’ federal income tax filings for the most recent year available. For rental properties, if the tenant is contracting directly with the installer for the installation of the project, the tenant would be the system owner. Each system owner is only eligible to receive the income-based rebate at one residence per 12 month period.


Income-Based Rebate Adder Thresholds by Household Size

Household Size

80% of State Median Income

120% of State Median Income

1

$45,840.00

$68,760.00

2

$59,944.00

$89,916.00

3

$74,049.33

$111,074.00

4

$88,153.33

$132,230.00

5

$102,257.33

$153,386.00

6

$116,362.67

$174,544.00

7

$119,006.67

$178,510.00

8

$121,652.00

$182,478.00

9

$124,296.00

$186,444.00

10

$126,941.33

$190,412.00


To receive the Income-Based Rebate, the system owner must complete one of the following three income verification methods:

  1. Electric Bill: When submitting the application documents, provide CMLP with a copy of an electric bill from within the last six (6) months showing a Residential Assistance Credit.
  2. Fuel Assistance Letter: When submitting the application documents, provide CMLP with a copy of a fuel assistance letter of acceptance from the past twelve (12) months showing the date, system owner’s name, and project site address.
  3. Income Verification: Prior to submitting application documents, request income verification from CMLP by mailing the Income Verification Request form and the first page of the most recent federal IRS tax return form 1040 showing line 22 for each adult filing (single, married filing jointly, married filing separately, and/or head of household) within the household to Attn: Pamela Cady at CMLP, P.O. Box 1029, Concord, MA 01742 or by hand delivery to CMLP’s Operations Center at 1175 Elm St, Concord. All tax information provided to CMLP will be shredded upon completion of income verification.

You will be notified by email or postal mail once your eligibility for an income-based rebate has been determined. Include this proof of income verification with your application documents.


10. Does CMLP offer a special electric rate for heat pump users?

CMLP offers the R-7 “Electric Resistance & Heat Pump Heating Systems/DHW” rate for heat pump users, a special winter rate designed to prevent an unintended spike in electricity charges for electric heating customers as a result of CMLP’s tiered rate structure. This rate may benefit you if you already use more than 600 kilowatt-hours in some winter months, or if you expect to do so once your heat pump is installed.

However, In order to take advantage of this rate, you must request that a separate meter be installed by CMLP. This meter will record the electric usage of your heat pump. Electricity use recorded on this meter from October 1st through May 1st will be subtracted from the normal billing meter and billed at $0.14431 per kWh. From May 2nd through September 30th, the use through this meter will be billed under the regular R-1 Rate, which ranges from the tier 1 rate of $0.14431 to the tier 3 rate of $0.18685 per kWh, depending on how much electricity your household has used that month.  CMLP’s R-1 rate schedule describes how your electric rate changes depending on how much electricity your household uses in a given month. 

CMLP will supply and install the separate meter at no cost to you. However, you will need to pay an electrician to install a meter socket for the new meter. An additional electrical panel is typically needed as well. Costs for a meter socket/electrical panel can range from $1,000 to $4,000.  The time it will take you to recoup the cost of the new meter socket/panel through electricity cost savings depends on several factors:

  • the socket/panel installation cost;
  • the extent to which your electric usage will exceed 600 kWh per month once your heat pump is installed and
  • how long the tiered rate structure and the Electric Resistance & Heat Pump Heating Systems/DHW rate remain in effect. CMLP’s staff has made a recommendation to the Light Board that the tiered rate structure be eliminated. If the Board votes to do so, the Electric Resistance & Heat Pump Heating Systems/DHW rate will no longer be needed to prevent unintended spikes in electricity charges for heat pump users, and will also be eliminated. In that case, it is unlikely that you’d recoup your investment in a new meter socket and electrical panel through electricity cost savings.

Please note also that customers who have a solar array usually expect that solar electricity will lower the portion of their electric bill attributable to the electricity needed to power their heat pump during the winter. However, if a heat pump is separately metered so that a customer can receive the Electric Resistance & Heat Pump Heating Systems/DHW rate for winter usage, CMLP is unable to offset the winter usage measured by the separate meter with solar electricity generated by the array.  Therefore, having a solar array will not lower a customer's winter bill for heat pump electricity usage if the Resistance & Heat Pump Heating Systems/DHW rate is in effect. During the summer, when the Resistance & Heat Pump Heating Systems/DHW rate does not apply, solar electricity will offset the portion of an electricity bill due to a heat pump being used for air conditioning, even if the heat pump is separately metered.

Further, heat pump customers with solar would need to locate the second meter next to the existing house meter in order for the solar electricity powering the heat pump to be accounted for properly. This can require longer wire runs that increase the cost of the meter socket installation.

Please consider these factors when deciding whether to invest in a separate meter/electric panel.

If you have further questions about the Electric Resistance & Heat Pump Heating Systems/DHW rate, please contact Carole Hilton, Customer Service Coordinator, at (978) 318-3158 or CHilton@concordma.gov.


11. Does CMLP offer a rebate for the installation of geothermal (ground source or geo-exchange) heat pumps?

Yes! Ground-source heat pump rebates are available to Concord residents and small businesses. Find out more about ground-source heat pumps here: http://www.concordma.gov/1975/Ground-Source-Heat-Pumps.


12. Who can I contact if I have more questions about CMLP's air-source heat pump rebate program?

Contact Pamela Cady, CMLP’s Energy Specialist, at pcady@concordma.gov or 978-318-3149.