Required documentation to submit with your HEAT Loan Intake Form:

Signed contractor proposal that includes:

• Manufacturer and complete model number of equipment
• SEER, EER, and/or HSPF efficiency
• Scope of work and pricing

Matching AHRI certificate or AHRI reference number. AHRI certificates can be found at ahridirectory.org using the equipment model number.

• If you're upgrading your central air system, you must obtain a proposal from and have work completed by a Mass Save AC Check trained contractor.
  Visit MassSave.com/heating-cooling for a list of AC Check contractors.
  
  
• Equipment that does not meet the efficiency standards as well as Do-It-Yourself (DIY) installations do not qualify.
  
  
• Municipal customers that heat with natural gas do not qualify for electric upgrades.
  
  
• Electrical panel replacements and equipment upgrade financing may not exceed $500
  
  
• Fuel optimization rebates cannot be combined with standard rebates for the same equipment.

Required documentation to submit with your HEAT Loan Intake Form:

Signed contractor proposal that includes:

• Manufacturer and complete model number of the heating equipment
• AFUE and/or COP efficiency rating
• Scope of work and pricing

A contractor proposal with scope of work and pricing for asbestos removal, if applicable.

• Equipment that does not meet the efficiency standards as well as Do-It-Yourself (DIY) installations do not qualify.
  
  
• New equipment must be right-sized for the home and follow state and local codes.
  
  
• Any new oil, propane, or gas furnace must come equipped with an  electronically commutated motor.
  
  
• If necessary, you may be eligible to finance up to $4,000 for asbestos removal on or around your existing heating system if required for the replacement of your equipment. A contractor for this work must be submitted with your application.
  
  
• If insulation and/or air sealing measures are recommended by your Mass Save Energy Specialist, then the recommended measures must be completed in order to be eligible to finance a steam boiler or ground source heat pump.
  
  
• Please provide the cost for ineligible work, including removal or replacement of an oil/propane tank, installation of a humidifier, electronic air cleaner or an air filtration system. Those costs will be deducted from the loan total on your Authorization Form.

Required documentation to submit with your HEAT Loan Intake Form:

Signed contractor proposal that includes:

• Manufacturer and complete model number of the hot water heater
• Unified Energy Factor (UEF) efficiency rating
• Scope of work and pricing

For solar water heaters, you must also submit:

• The rebate amount your contractor will apply for from the Massachusetts Clean Energy Center (MassCEC)
• The Solar Rating Certification Corporations (SRCC) certificate from your contractor

• Equipment that does not meet the efficiency standards as well as Do-It-Yourself (DIY) installations do not qualify.
  
  
• Heat pump water heaters are only eligible for financing when replacing an existing electric water heater. New equipment must be on the
  Qualified Products List, which can be found at MassSave.com/heating-cooling.
  
  
• Municipal customers that heat with natural gas only qualify for financing of natural gas equipment.
  
  
• If insulation and/or air sealing measures are recommended by your Mass Save Energy Specialist, the recommended measures must be completed in order to be elilgible to finance a Freestanding Water Heater.

Insulation

Required documentation to submit with your HEAT Loan Intake Form:

Please include the signed insulation and/or air sealing contract(s) provided by your Mass Save Energy Specialist.

Contractor proposal for any pre-weatherization barrier work as applicable.

Permit authorization form, enclosed cavity form, and/or lead safety form as applicable

ENERGY STAR® Certified Replacement Windows

Required documentation to submit with your HEAT Loan Intake Form:

Signed contractor proposal that includes:

• Manufacturer and complete model number of replacement window(s)
• Scope of work
• Itemized cost per replacement window, including labor

Insulation

• Insulation financing is only available when specified and installed by a participating contractor of the Mass Save Home Energy Services Program.
  Visit MassSave.com/find-a-contractor
  
  
• Do-It-Yourself (DIY) installations and major structural repairs do not qualify.
  
  
• Recommended air sealing and insulation work must be completed if financing pre-weatherizations barriers.
  
  

ENERGY STAR® Certified Replacement Windows

• If insulation and/or air sealing upgrades were also recommended by your Mass Save Energy Specialist, they must be completed by a Mass Save participating contractor to be eligible for window financing.
  
  
• You may finance up to $500 for each eligible replacement windows, up to a total of $10,000.
  
  
• Windows must be ENERGY STAR® certified for Climate Zone 5 and be installed as replacements for single-pane windows.
  
  
• Do-It-Yourself (DIY) installations, replacement of existing double-pane windows, new construction windows, and major structural repairs or finish work do not qualify.
  
  
• Existing single pane windows must be pre-qualified for financing by your Energy Specialist during your Mass Save Home Energy Assessment. Refer to your HEAT Loan Instake Form for number of pre-qualified windows.