Heat Pump HVAC


The following fields are required for all HP HVAC claims, regardless of Enhanced versus Baseline status. These fields will be included on the HP HVAC incentive application form:


  • Site
    • Customer name
    • Customer address
    • Customer email
    • Customer phone number
    • Facility type – single-family vs. multifamily
    • Electrical panel capacity
    • Home square footage
  • Equipment Information
    • Model
    • Serial #
    • Number of units (outdoor condensers only, not indoor units). Limit of 2. 
    • Previous AC model # (if available)
    • Previous AC type (Room Unit, Central, None)
    • Previous/existing furnace model number (if available)
    • Previous/ Existing furnace fuel type (Gas, electric resistance, propane, or other)
      • Note, fuel types such as wood burning furnaces would be categorized under “Other”
  • Installation Details
    • Invoice #
    • Invoice date
    • HP HVAC installation cost
    • Installation start date
    • Installation end date
    • Permit #
    • Was a smart thermostat also included?
    • Were Manual-J/Manual-D calculations completed?
    • Was a full system performance report completed?
    • What was done with the furnace (if applicable)
      • Fully decommissioned
      • Setup to run in emergency scenarios only
      • Setup to use the blower only
    • Other building infrastructure upgrades associated with installation (free form entry)
  • Photos
    • Pre-installation photos, including equipment nameplate if legible and/or any photos that can clearly show the previous unit fuel type
    • Post-installation photos (including equipment name plate)
    • Electrical Panel
    • Approved CF-3R
    • Invoice, which must include the following information
      • Customer site address
      • Equipment manufacturer and model number
      • Incentive amount
      • A copy of Exhibit B of the TPPA, which was provided to the customer
  • Other
    • Is the customer/contractor applying for additional incentives?
      • If so, what is the amount of the total incentives being applied for?



Enhanced HP HVAC Applications


The following fields are required in addition to the above inputs for all projects claiming Enhanced incentives:


  • Installation Details
    • Duct replacement required (Y/N)
    • Duct sealing required (Y/N)
    • Panel upgrade required (Y/N)
  • Photos
    • Manual-J/Manual-D calculations (if completed)
    • ASHRAE 221-2020 Full Systems Performance report, showing HSPr or CSPr greater than or equal to 80%4 (if completed)
    • CF-3R MCH Duct testing report, showing 5% leakage or less (if completed)