| Field | Value |
|---|---|
| Application ID | 37247ca6-f317-11f0-875f-e20339a01159 |
| Customer | Daniel F Moriarty |
| Address | 17 Grove St, New Bedford, MA 02740 |
| Program | Mass Save ASHP - General Market |
| Rebate Type | Whole Home |
| Installation Date | 12/27/2025 |
| Issues Found | 1 |
| Parameter | Value |
|---|---|
| AHRI Number | 215357458 |
| Equipment | Carrier 37MGHAQ48FA3 (Multi-Split Heat Pump, Ductless) |
| Cooling Capacity @ 95F | 47,000 BTU |
| Tonnage | 3.92 tons (47,000 / 12,000) |
| Rebate Rate (2025 Whole Home) | $3,000 per ton |
| Calculated Rebate | $11,760 (3.92 x $3,000) |
| Maximum Cap (2025) | $10,000 |
| Expected Rebate | $10,000 |
| Invoice Shows | $8,500 |
| Discrepancy | $1,500 UNDERPAYMENT |
The invoice lists the rebate as $8,500, which corresponds to the 2026 rebate cap ($2,650/ton up to $8,500). However, the installation was completed on 12/27/2025, which qualifies for 2025 rates ($3,000/ton up to $10,000).
Action Required: Update the rebate amount on the invoice from $8,500 to $10,000.
| Check | Status |
|---|---|
| AHRI Certificate | Valid - Active status, dated 01-16-2026 |
| Mass Save QPL | Manual verification recommended |
The AHRI certificate confirms:
- AHRI Type: HMSV-A-CB-O (Multi-Split Heat Pump, Free Delivery)
- Outdoor Unit: Carrier 37MGHAQ48FA3
- Indoor Type: Non-Ducted Indoor Units
- SEER2: 23.00 | HSPF2: 11.30
- Potential IRA Tax Credit Eligibility: Yes
- Heat pump system has valid AHRI certificate
- Mass Save QPL verification (manual check needed)
- [N/A] Integrated controls (whole-home installation)
- Proof of full payment (PAID IN FULL stamp, dated 12/30/2025)
- Mass Save Rebate amount shown ($8,500 - needs correction to $10,000)
- Contractor name and address (Tetra, 776A 6th Avenue Floor 2, New York, NY 10001)
- Installation address (17 Grove St, New Bedford, MA 02740)
- Installation end date (12/27/2025)
- Total cost by system ($23,157.03 for Ductless Mini Split)
- Equipment AHRI # (215357458)
- Equipment manufacturer and model numbers (Carrier 37MGHAQ48FA3, indoor units 45MAHAQ09XA3/45MAHAQ06XA3)
- Mass Save Rebate Payee is Eli Technologies (noted on invoice)
- Property in Massachusetts (New Bedford, MA)
- Eversource electric service (Account: 7401 921 3680)
- Eversource gas service (Account: 7300 490 3107)
- Original heating: Natural gas (qualifies through gas utility)
- Form submitted
- Customer signature with date (Daniel Moriarty, 12/27/2025)
- Installer signature with date (Warlen Almeida, 12/27/2025)
- All customer acknowledgments checked
- Project information: Pre-existing thermostat disconnected
- ISSUE: Invoice amount ($8,500) does not match calculated amount ($10,000)
- Whole home installation replacing natural gas heating
- Does not meet basic rebate criteria
- Certificate of Completion provided (RISE)
- Site Assessment ID included (601887 - matches application)
- Address matches (17 Grove Street, New Bedford, MA 02740)
- Application: Daniel Moriarty
- Invoice: Daniel F Moriarty
- Verification Form: Daniel Moriarty
- Certificate of Completion: Daniel Moriarty
- Electric Bill: Daniel Moriarty (service address: 17 Grove St)
- Gas Bill: Daniel Moriarty (service address: 17 Grove St)
- Application: 17 Grove St, New Bedford, MA 02740
- Invoice: 17 Grove St, New Bedford, MA 02740
- Verification Form: 17 Grove St, New Bedford, MA 02740
- Certificate of Completion: 17 Grove Street, New Bedford, MA 02740
- Electric Bill Service Address: 17 Grove St, New Bedford, MA 02740
- Gas Bill Service Address: 17 Grove St, New Bedford, MA 02740
Note: Utility bill mailing address (7 E High St, South Dartmouth) differs from service address, but service address matches installation address - acceptable.
- Invoice notes "Mass Save Designated Payee is the third party Eli Technologies"
- Claim type: CLAIM_SUBMISSION_WITH_UPFRONT_PAYMENT
- Installation completed 12/27/2025
- Application submitted 01/16/2026
- Deadline for 2025 projects: February 28, 2026 - COMPLIANT
| Utility | Application Form | Utility Bill | Match |
|---|---|---|---|
| Electric (Eversource) | 74019213680 | 7401 921 3680 | Yes |
| Gas (Eversource) | 73004903107 | 7300 490 3107 | Yes |
This application is substantially complete with one critical issue:
- Rebate Amount Correction Needed: The invoice shows $8,500 rebate but should be $10,000 based on 2025 whole-home rates for a 3.92-ton system.
All other requirements are met:
- Valid AHRI certificate for equipment
- Invoice contains all required information
- Customer is eligible (MA property, Eversource electric and gas)
- Whole Home Verification Form properly signed
- Weatherization proof with matching Site ID
- Customer name and address consistent across all documents
- Eli Technologies listed as rebate payee
- Submitted within deadline
Next Steps:
- Request contractor to provide updated invoice with $10,000 rebate amount
- Verify AHRI 215357458 on Mass Save QPL website
- Upon correction, application can be approved
Report generated: 2026-01-20 Processor: Automated Review