Heat Pump systems must meet minimum performance requirements. A full list of approved systems for both ducted and ductless systems is included on the Mass Save website.

To qualify for the full rebate in oil/propane-heated homes, installed equipment must either fully replace existing heating appliances or must include the installation of approved integrated controls. A list of approved integrated controls is included on the Mass Save website.

Larger rebates only apply to heat pumps being installed in place of electric, oil, or propane heating systems with integrated controls if applicable. All other installations of eligible heat pumps receive the standard $250 per ton of capacity rebate.

Once your installer has completed your installation, all you have to do is submit your rebate application and paid invoice online through the Mass Save website or by mail.

In addition to qualifying for the loan:

If you live in a 1-4 unit building, you will need to have completed a Mass Save home energy assessment. Sign up for an energy assessment as soon as possible to make sure you’ll be able to qualify.

If you live in a 5 or more unit condo or apartment complex, you will need to meet the following requirements:

1. Your unit must be individually metered for electricity and/or gas

2. An authorized representative of the building (e.g. building owner, condo board member, property manager) will need to enroll your building for a Mass Save Multifamily energy assessment.

We strongly encourage you to contract with an AEC aggregator, who can sell your AECs on your behalf for a small fee. A list of potential AEC aggregators can be provided by your installer or found on the DOER website.

If you wish to contract with an aggregator, you will need to provide all information required by your aggregator. That’s it! Once the auction occurs, the aggregator will send you a check based on the auction price.

If you do not wish to contract with an aggregator, you will need to register your system at http://rt.masscec.com. Note that utilities purchasing AECs tend to buy large quantities, and they may not purchase AECs for just your system.

Applications must be submitted and approved by MassCEC prior to starting project construction. Only 1-4 unit residential buildings are eligible.

In existing buildings, the home must currently heat with gas and the existing central gas system must be removed. In new construction projects, the site may not have any fossil fuel appliances (including domestic hot water, cooking, and dryers).

In both new existing buildings and new construction, non-fossil fuel backup heat may be left in place or installed (e.g. wood or pellet stoves, electric resistance heat), including in areas that are not able to be adequately conditioned by the heat pump. Existing buildings must have completed a home energy assessment within the past 4 years.

Residents should complete Form 5695 and follow the IRS instructions.

Tax-exempt non-profit and public organizations are not eligible to receive the tax credit.

If the entire credit is not used in one tax year, it can roll over to next.

Note that this federal tax credit expires December 2021. Speak with a tax professional for advice on how best to apply this to your project.

In addition to qualifying for the loan:

If you live in a 1-4 unit building, you will need to have completed a Mass Save home energy assessment. Sign up for an energy assessment as soon as possible to make sure you’ll be able to qualify.

If you live in a 5 or more unit condo or apartment complex, you will need to meet the following requirements:

1. Your unit must be individually metered for electricity and/or gas

2. An authorized representative of the building (e.g. building owner, condo board member, property manager) will need to enroll your building for a Mass Save Multifamily energy assessment.

Residents should complete Form 5695 and follow the IRS instructions.

Tax-exempt non-profit and public organizations are not eligible to receive the tax credit.

If the entire credit is not used in one tax year, it can roll over to next.

Note that this federal tax credit has been extended at 26% through the end of 2022, steps down to 22% in 2023 and expires at the end of December 2023. Speak to a tax professional for advice on how best to apply this to your project.

The number of certificates you’ll receive will be based on three criteria: (1) the square footage of your home; (2) how efficient your home is. Your home must also use the heat pump system as the only source of heating in your home.

We strongly encourage you to contract with an AEC aggregator, who can sell your AECs on your behalf for a small fee. A list of potential AEC aggregators can be provided by your installer or found on the DOER website.

If you wish to contract with an aggregator, you will need to provide all information required by your aggregator. That’s it! Once the auction occurs, the aggregator will send you a check based on the auction price.

If you do not wish to contract with an aggregator, you will need to register your system at http://rt.masscec.com. Note that utilities purchasing AECs tend to buy large quantities, and they may not purchase AECs for just your system.

For the sales tax exemption, fill out Form ST-12 (Exempt Use Certificate, Section 3) and provide it to your installer. The form can be found here: https://www.mass.gov/files/documents/2017/12/12/dor-sales-use-form-st-12.pdf