CMLP highly recommends submission of the Optional Pre-Approval Form to confirm whole home rebate eligibility before an installation contract is signed. See the "Eligibility Criteria for All Heat Pump Projects" section above for links to pre-approval forms for air-source heat pump projects and for ground-source heat pumps projects.

In addition to the requirements for all heat pump projects, the following are requirements for CMLP's whole home heat pump rebate: 

- Heat pumps must be new and sized to be capable of being the sole source of heating in the home, defined as the living area in the Town of Concord's online property assessment database. A Manual J calculation of the total heat load at an 8°F outdoor design temperature, per ASHRAE 2021 Design Conditions, is required. Heat pump must be sized to meet 90 - 120% of the total heat load. Each condenser must be able to heat its zone down to 8°F. The heating capacity of air-source heat pumps at an 8°F outdoor design temperature is calculated based on a linear estimate using the M1 heating capacity ratings at 17°F and 5°F in the AHRI Directory of Certified Product Performance. The heating capacity of ground-source heat pumps is based on a software design report provided by the installer, showing the system's heating capacity at the incoming water temperature. 

- CMLP reserves the right to issue rebates for heat pumps sized to meet more than 120% of the total heating load, at its discretion. 

- Homes may use supplemental electric heat (electric resistance units/baseboards, existing heat pumps and/or ETS) if the new heat pump system is sized to meet 90% - 120% of the home's total heat load. Auxiliary electric resistance strips built into the heat pump itself or non-electric systems are allowed for emergency heat (see below) but not supplemental heat. If a heat pump project utilizes supplemental electric heat in rooms other than bathrooms, the project is eligible for a whole home rebate only if the supplemental electric heat meets no more than 10% of the home's total heat load and the new heat pump is sized to meet 90% - 120% of the home's total heat load. 

- Homes may maintain emergency heating capacity from: 

• electricity (electric resistance strips within the heat pump(s), electric resistance units/baseboards or ETS equipment)
• existing or new wood/pellet stoves, boilers or furnaces 
• existing or new fossil fuel (fuel oil or propane) boilers or furnaces 

An emergency is:

• heat pump maintenance/repair downtime or
• the heat pump is not able to heat the home during an extreme weather event. 

- Homes may use a pre-existing or new fossil fuel heating system for domestic hot water.

- A customer and their installer must sign the Whole Home Verification Form and submit it with the heat pump rebate application.

- The installer must submit a Manual J heat load calculation to CMLP with the optional pre-approval form that is in the "Eligibility Criteria for All Heat Pump Projects" section, or with the heat pump rebate application in the "How to Apply" section, if rebate pre-approval was not requested.   

- Because the heat pump system for which the rebate is being sought must be sized to be capable of being the sole source of heat in the home: 

- a customer installing more heat pumps to supplement existing heat pumps is eligible for a partial home heat pump rebate, not a whole home heat pump rebate, if the new heat pumps are sized to meet less than 90% of the heating load.  If a heat pump project utilizes supplemental electric heat in rooms other than bathrooms, the project is eligible for a whole home rebate only if the supplemental electric heat meets no more than 10% of the home's total heat load and the new heat pump is sized to meet 90% - 120% of the home's total heat load. 

- a heat pump sized for whole home AC but inadequate for whole home heating is eligible for a partial home heat pump rebate but not for a whole home heat pump rebate. 

- A customer installing a new heat pump system to replace existing heat pumps is eligible for a whole home heat pump rebate if the new heat pump system is sized to be capable of being the sole source of heating in the home, as defined above. 

Whole Home Rebate Eligibility for Multi-Unit Properties

Multi-unit properties include:

• residential condominium complexes
• single family homes with informal apartments
• 2 or 3 family homes
• Multiple houses on one parcel
• Properties with outbuildings, where heat pump is to be installed in the outbuilding
• Apartment buildings with 4 or more units
• Transient or non-transient group quarters

 The way in which CMLP applies its whole home heat pump rebate policy to different types of multi-unit properties is based upon:

• Property type classification codes known as “Use Codes,” that are displayed in the “Land Use” section of each property record in the Concord Assessor’s database. 
• Electric service addresses in CMLP’s billing system. 

 Click here to see how CMLP’s whole home heat pump rebate policies apply to each of the multi-unit property types listed above.