Application Processing Report: c6a3e894-f1bf-11f0-9a21-9292911bed39 - Mass Save ASHP

Raw

Application Record: c6a3e894-f1bf-11f0-9a21-9292911bed39

Program: Mass Save Rebates Program/Electric Air Source Heat Pump (ASHP) - General Market Status: ISSUE_FOUND (Contractor) / PENDING (Program) Created: 2026-01-15T03:10:42.210Z

1. Application Overview

Field	Value
Application ID	`c6a3e894-f1bf-11f0-9a21-9292911bed39`
Project ID	`c69e0e05-f1bf-11f0-9a21-9292911bed39`
Claim ID	`dde4b6d0-f1bf-11f0-875f-e20339a01159`
Entity Type	STANDARD
Created At	2026-01-15T03:10:42.210Z
Incentive	Mass Save Rebates Program/Electric Air Source Heat Pump (ASHP) - General Market
Incentive Slug	`mass-save-ashp-general-market`
Claim Type	CLAIM_SUBMISSION_WITH_UPFRONT_PAYMENT

2. Organization / Contractor

Field	Value
Organization Name	CastleBee Refrigeration
Organization Slug	`castlebee-refrigeration`

3. Fact Space (Application)

{
  "building": {
    "units": [],
    "address": {
      "city": "Lynn",
      "line1": "24 Dunlap st ",
      "line2": "Floor 2",
      "state": "Massachusetts",
      "zipcode": "01970",
      "metadata": {}
    },
    "utilities": [],
    "housingType": "SINGLE_FAMILY",
    "upgradeMeasures": [
      {
        "slug": "cc_ducted_ashp",
        "estimatedMaxCost": 1500000,
        "estimatedMinCost": 300000
      },
      {
        "slug": "general_hp",
        "estimatedMaxCost": 3000000,
        "estimatedMinCost": 200000
      },
      {
        "slug": "pthp",
        "estimatedMaxCost": 1000000,
        "estimatedMinCost": 200000
      },
      {
        "slug": "single_speed_compressor_heat_pump",
        "estimatedMaxCost": 600000,
        "estimatedMinCost": 250000
      },
      {
        "slug": "desuperheater",
        "estimatedMaxCost": 500000,
        "estimatedMinCost": 100000
      },
      {
        "slug": "ducted_ashp",
        "estimatedMaxCost": 3000000,
        "estimatedMinCost": 300000
      },
      {
        "slug": "dual_speed_compressor_heat_pump",
        "estimatedMaxCost": 700000,
        "estimatedMinCost": 300000
      },
      {
        "slug": "vrf_multi_split_ashp",
        "estimatedMaxCost": 2000000,
        "estimatedMinCost": 400000
      },
      {
        "slug": "hydronic_ashp",
        "estimatedMaxCost": 3000000,
        "estimatedMinCost": 400000
      },
      {
        "slug": "ducted_mini_split_heat_pump",
        "estimatedMaxCost": 1500000,
        "estimatedMinCost": 300000
      },
      {
        "slug": "cc_ashp",
        "estimatedMaxCost": 2500000,
        "estimatedMinCost": 500000
      },
      {
        "slug": "spvhp",
        "estimatedMaxCost": 1500000,
        "estimatedMinCost": 300000
      },
      {
        "slug": "ductless_mini_split_ashp",
        "estimatedMaxCost": 1500000,
        "estimatedMinCost": 150000
      },
      {
        "slug": "dual_fuel_heat_pump",
        "estimatedMaxCost": 1000000,
        "estimatedMinCost": 200000
      },
      {
        "slug": "ductless_multi_split_ashp",
        "estimatedMaxCost": 1500000,
        "estimatedMinCost": 200000
      },
      {
        "slug": "electric_ashp",
        "estimatedMaxCost": 3000000,
        "estimatedMinCost": 200000
      },
      {
        "slug": "ductless_ashp",
        "estimatedMaxCost": 1500000,
        "estimatedMinCost": 150000
      },
      {
        "slug": "multi_speed_compressor_heat_pump",
        "estimatedMaxCost": 800000,
        "estimatedMinCost": 350000
      },
      {
        "slug": "cc_ductless_mini_split_ashp",
        "estimatedMaxCost": 750000,
        "estimatedMinCost": 300000
      }
    ],
    "upgradeMeasureGroupings": [
      "Heat Pump Heating & Cooling"
    ]
  },
  "applicants": [
    {
      "email": "[email protected]",
      "phone": "987-766-6566",
      "lastName": "POLANSKY",
      "firstName": "John ",
      "isPrimary": true,
      "applicantType": "OTHER",
      "mailingAddress": {
        "city": "Lynn",
        "line1": "24 Dunlap st ",
        "line2": "Floor 2",
        "state": "Massachusetts",
        "zipcode": "01970"
      },
      "householdIncome": 0
    }
  ]
}

4. Project Data

{
  "email": "[email protected]",
  "phone": "987-766-6566",
  "last_name": "POLANSKY",
  "first_name": "John ",
  "customer_city": "Lynn",
  "customer_state": "Massachusetts",
  "upgrade_measures": [
    "Heat Pump Heating & Cooling"
  ],
  "customer_zip_code": "01970",
  "customer_address_line_1": "24 Dunlap st ",
  "customer_address_line_2": "Floor 2"
}

5. Form Responses

5.1 create-job-form

Form Slug: create-job-form
Form Version: 2024-05-06
Evidence ID: c6b4910e-f1bf-11f0-9a21-9292911bed39

{
  "email": "[email protected]",
  "phone": "987-766-6566",
  "flowPath": "DIRECT_CLAIMS",
  "last_name": "POLANSKY",
  "first_name": "John ",
  "customer_city": "Lynn",
  "customer_state": "MA",
  "upgrade_measures": [
    "Heat Pump Heating & Cooling"
  ],
  "customer_zip_code": "01970",
  "customer_address_line_1": "24 Dunlap st "
}

5.2 create-screener-form

Form Slug: create-screener-form
Form Version: 2024-05-06
Evidence ID: c73d0261-f1bf-11f0-9a21-9292911bed39

{
  "email": "[email protected]",
  "phone": "987-766-6566",
  "last_name": "POLANSKY",
  "first_name": "John ",
  "customer_city": "Lynn",
  "customer_state": "MA",
  "upgrade_measures": [
    "Heat Pump Heating & Cooling"
  ],
  "customer_zip_code": "01970",
  "customer_address_line_1": "24 Dunlap st "
}

5.3 mass-save-ashp-general-market-claim-submission-contractor

Form Slug: mass-save-ashp-general-market-claim-submission-contractor
Form Version: 2025-02-20
Evidence ID: de10b096-f1bf-11f0-875f-e20339a01159

{
  "notes": "TOSOT1- GMV-ND09TD/A-T(U)),\n4 -TWH09AT19D6D\nCONDENSER-GMV-V48WL/C-T(U) Very Multi 48,000 BTU outdoor condenser",
  "property_type": "multi_family_2_4",
  "customer_email": "[email protected]",
  "occupancy_type": "owner",
  "project_invoice": true,
  "ahri_number_ashp": "211698447",
  "gas_utility_bill": true,
  "customer_last_name": "Polansky",
  "customer_first_name": "JONATHAN /Robert ",
  "additional_documents": true,
  "gas_utility_provider": "national_grid",
  "project_address_city": "Salem",
  "customer_phone_number": "(978) 766-6568",
  "electric_utility_bill": true,
  "installation_end_date": "2025-12-22",
  "rebate_type_mass_save": "whole_home",
  "project_address_line_1": "24 Dunlap St",
  "project_address_line_2": "Unit 2",
  "assessment_id_mass_save": "301214224",
  "contractor_company_name": "Castle Bee Refrigeration INC",
  "gas_bill_account_number": "54044-28016",
  "contractor_contact_email": "[email protected]",
  "project_address_zip_code": "01970",
  "electric_utility_provider": "national_grid",
  "total_home_square_footage": 3260,
  "contractor_contact_last_name": "Castillo",
  "electric_bill_account_number": "50680-98023",
  "area_served_by_equipment_sqft": "1090",
  "contractor_contact_first_name": "Bryan",
  "contractor_contact_phone_number": "781-284-2508",
  "contractor_mailing_address_city": "Revere",
  "mass_save_basic_rebate_criteria": "no",
  "contractor_mailing_address_state": "MA",
  "integrated_controls_manufacturer": "",
  "integrated_controls_model_number": "",
  "contractor_mailing_address_line_1": "94 Lynnway",
  "contractor_mailing_address_line_2": "",
  "original_home_heating_fuel_source": "natural_gas",
  "proof_of_weatherization_mass_save": true,
  "opt_in_heat_pump_studies_mass_save": "no",
  "contractor_mailing_address_zip_code": "02151",
  "weatherized_past_12_months_mass_save": "no_weatherization_completed_2013_or_later",
  "number_of_units_heated_cooled_mass_save": 1,
  "whole_home_heat_pump_verification_form_mass_save": true
}

6. Processing Requirements (from Airtable)

These requirements are pulled directly from Airtable for the incentive: Mass Save Rebates Program/Electric Air Source Heat Pump (ASHP) - General Market

6.1 Project equipment and scope of work must qualify.

Field	Value
Airtable ID	`rec4ufwwE0GEYbKf7`
Phase	Qualification

Processor Actions:

Confirm the heat pump system is on the Mass Save Heat Pump Qualified Product List.
For partial-home installations:
- When the existing system is propane, oil, or natural gas, integrated controls must be installed and listed on the Mass Save Integrated Control Qualified Product List.

FAQ:

Do we need to check if all the model/serial #s are correct if we're given the AHRI numbers?
You only need to verify the indoor model if there is one specified in the Mass Save QPL record (see column H).

LLM Instructions:

Confirm the heat pump system is on the Mass Save Heat Pump Qualified Product List.
For partial-home installations:
- When the existing system is propane, oil, or natural gas, integrated controls must be installed and listed on the Mass Save Integrated Control Qualified Product List.

6.2 Project Invoice must have all the required information.

Field	Value
Airtable ID	`recKfEpB1VQfzKeFK`
Phase	Claim

Processor Actions:

The [project_invoice] must include the following:
- proof of full payment
- Mass Save Rebate amount
- contractor name and address
- installation address
- [installation_end_date]
- total cost by system
- equipment AHRI # (nice to have, but not a program requirement)
- equipment manufacturer and model numbers (indoor and outdoor)
- integrated control model number (partial-home only)
  - If exempt from integrated controls (ie. ASHP is heating a single level and the original system is heating a different level), the reason must be stated on the invoice
- Mass Save Rebate Payee is Eli Technologies (when prepayment is requested)

FAQ:

If there’s a slight discrepancy between the rebate value displayed on the invoice and the amount we compute, which should we enter on the rebate form?
- The correctly computed amount. no need to change anything as long as the discrepancy is <$500.
What if the contractor grouped the system cost for multiple units of the same system?
- It is okay for that to be represented as a lump cost instead of broken out.

LLM Instructions:

The project invoice must include the following:
- proof of full payment
- Mass Save Rebate amount
- contractor name and address
- installation address
- [installation_end_date]
- total cost by system
- ahri_number_ashp]
- equipment manufacturer and model numbers (indoor and outdoor)
- integrated control model number (partial-home only)
  - If exempt from integrated controls (ie. ASHP is heating a single level and the original system is heating a different level), the reason must be stated on the invoice
- Mass Save Rebate Payee is Eli Technologies (prepay only)

6.3 Customer must be eligible.

Field	Value
Airtable ID	`recLNi48KYFZGqRmc`
Phase	Qualification

Processor Actions:

The property must be located in Massachusetts.
The property must receive electrical power from Cape Light Compact, Eversource, National Grid, or Unitil or receive natural gas service from Berkshire Gas, Eversource, Liberty, National Grid, or Unitil.

FAQ:

How do I confirm the homeowner lives there in the winter season?
- You cannot, because the Mass Save claim form doesn't ask for this information.
Does Electric = Electric Resistance?
- Yes

LLM Instructions: Check customer eligibility by evaluating the following:

The property must be located in Massachusetts.
The property must receive electrical power from Cape Light Compact, Eversource, National Grid, or Unitil or receive natural gas service from Berkshire Gas, Eversource, Liberty, National Grid, or Unitil.

6.4 For partial home projects, integrated controls must be installed and a switchover temperature is required.

Field	Value
Airtable ID	`recMPGUwMvIVbATch`
Phase	Claim

Processor Actions: Confirm switchover temperature is below maximum:

Existing Oil, Natural Gas ≤ 30º F
Existing Propane ≤ 5º F

LLM Instructions: For partial home projects, integrated controls must be installed and a switchover temperature is required. Confirm switchover temperature is below maximum:

Existing Oil, Natural Gas ≤ 30º F
Existing Propane ≤ 5º F

6.5 For whole home projects, the Whole Home Heat Pump Verification Form is required.

Field	Value
Airtable ID	`recbRd5an27dHi5nI`
Phase	Claim

Processor Actions:

Document must be signed and dated by customer and installer.

LLM Instructions: For whole home projects, the Whole Home Heat Pump Verification Form is required.

Document must be signed and dated by customer and installer.

6.6 Customer must qualify for the correct amount.

Field	Value
Airtable ID	`recj1SQzMXBHWjRlJ`
Phase	Qualification

Processor Actions:

Calculate the customer's incentive amount:
- Whole Home
  - 2026:$2,650 per cooling ton @ 95°F, up to $8,500
  - 2025: $3,000 per cooling ton @ 95°F, up to $10,000
  - Installing a whole-home heat pump system to replace an existing heating system
  - If qualifying through an electric utility, the existing heating system must be oil, propane, or electric resistance. If qualifying through a gas utility, the existing heating system must be natural gas.
  - Must not meet any of the basic rebate criteria below
- Partial Home
  - 2026: $1,125 per cooling ton @ 95°F, up to $8,500
  - **2025: $1,250 per cooling ton @ 95°F, up to $10,000 **
  - Base:
    - Installing a partial-home heat pump system that supplements an existing heating system. Integrated controls are required if the existing system remains in use.
    - If qualifying through an electric utility, the existing heating system must be oil, propane, or electric resistance. If qualifying through a gas utility, the existing heating system must be natural gas.
    - Must not meet any of the basic rebate criteria below
  - Bonus: $500 if the contractor sized the heat pump for the entire home (with Manual J report)
  - **Bonus: **$500 if the customer completed weatherization (with proof) in the last 12 months.
- Basic
  - $250 per cooling ton @ 95°F
  - Installing a heat pump system in one of the following conditions:
    - in a previously unconditioned space (ie. new construction, addition)
    - for cooling only
    - replacing an existing heat pump
    - in a home that is not occupied year-round (e.g., vacation homes)
    - partial-home installation without integrated controls
  - Must be installed after August 1, 2025

FAQ: Do I need to calculate the amount based on the total system size? Yes, you must multiply the tonnage by the total quantity of condenser units before calculating the amount.

LLM Instructions:

Calculate the customer's incentive amount:
- $3,000 per cooling ton @ 95°F, up to $10,000 (whole-home)
  - Installing a whole-home heat pump system to replace an existing heating system
  - If qualifying through an electric utility, the existing heating system must be oil, propane, or electric resistance. If qualifying through a gas utility, the existing heating system must be natural gas.
  - Must not meet any of the basic rebate criteria below
- $1,250 per cooling ton @ 95°F, up to $10,000 (partial-home)
  - Installing a partial-home heat pump system that supplements an existing heating system. Integrated controls are required if the existing system remains in use.
  - If qualifying through an electric utility, the existing heating system must be oil, propane, or electric resistance. If qualifying through a gas utility, the existing heating system must be natural gas.
  - Must not meet any of the basic rebate criteria below
- $250 per cooling ton @ 95°F (basic)
  - Installing a heat pump system in one of the following conditions:
    - in a previously unconditioned space (ie. new construction, addition)
    - for cooling only
    - replacing an existing heat pump
    - in a home that is not occupied year-round (e.g., vacation homes)
    - partial-home installation without integrated controls
  - Must be installed after August 1, 2025
Confirm that the invoice amount matches.

6.7 For whole home projects, proof of weatherization is required.

Field	Value
Airtable ID	`reclabAHfj7rUzK64`
Phase	Claim

Processor Actions:

Weatherization proof must be one of the following, with a Site Assessment ID included:
- Certificate of Completion
- Heat Loan Intake form
- Home Energy Assessment (when weatherization scope is less than $1,000)
Homes built after 2000 are exempt from weatherization requirements and must be confirmed with a property lookup.

FAQ:

What if the Site ID on the application doesn’t match the one on the Certificate of Completion (COC)?
- As long as the Site ID matches the Energy Assessment report (if available), it’s acceptable. The contractor performing weatherization work may use their own internal Site ID reference on the COC.
How can I confirm when the home was built?
- Check Google and Zillow

LLM Instructions:

Weatherization proof must be one of the following, with a Site Assessment ID included:
- Certificate of Completion
- Heat Loan Intake form
- Home Energy Assessment (when weatherization scope is less than $1,000)
Homes built after 2000 are exempt from weatherization requirements and must be confirmed with a property lookup.

6.8 Customer name must match across all submitted documents.

Field	Value
Airtable ID	`recoX8HtKRrAlsk5S`
Phase	Claim

Processor Actions: Confirm customer name on the application matches all additional documents. Not all documents are required.

FAQ:

What if a few documents use a shortened version of the name (e.g., Chris vs. Christopher)?
- It’s okay to proceed if the shortened version is a logical variation of the full name.
What if different names appear on different documents, but the last name is consistent (ie. spouses)?
- It’s okay to proceed in this case.
What if the full names are completely different across forms?
- You must reach out to the contractor for clarification.
What if a name is missing from a document, but the address is present?
- Historically, that is only okay with the HEAT Loan Intake Form.

LLM Instructions: Confirm customer name on the application matches all additional documents. Not all documents are required.

6.9 Customer address must match across all documents.

Field	Value
Airtable ID	`recyHFmZoPZGi6hgl`
Phase	Claim

Processor Actions: Confirm customer address on the application matches all additional documents. Not all documents are required.

FAQ: What if the city does not match, but address, state and zip do? Look up the cities to confirm they are overlapping with. If yes, proceed.

LLM Instructions: Confirm customer address on the application matches all additional documents. Not all documents are required.

6.10 For upfront payment, Eli must be listed as the rebate payee on the application (ideal if [email protected] is listed as the customer's email for notifications).

Field	Value
Airtable ID	`recruXFZ9FE9jBbRL`
Phase	Upfront Payment

Processor Actions: Payee Information as listed:

Third Party
Relationship = Other
Name = Adrian Del Balso
Company = Eli Technologies, Inc.
Address = 548 Market St, PMB 93934 , San Francisco, California, 94104-5401
Phone = (415) 529-5414
Email = [email protected]

LLM Instructions: Payee Information as listed:

Third Party
Relationship = Other
Name = Adrian Del Balso
Company = Eli Technologies, Inc.
Address = 548 Market St, PMB 93934 , San Francisco, California, 94104-5401
Phone = (415) 529-5414
Email = [email protected]

6.11 All projects completed in the 2025 calendar year must submit a rebate application by February 28, 2026.

Field	Value
Airtable ID	`recwMqVAvfinLHIwi`
Phase	Claim

Processor Actions:

LLM Instructions:

7. Uploaded Documents

7.1 electric_utility_bill

File: 9-3-25_Unit_2_Electric_Bill_8023-9d4292ff.pdf
S3 Path: c6a3e894-f1bf-11f0-9a21-9292911bed39/contractor-employee/claim/9-3-25_Unit_2_Electric_Bill_8023-9d4292ff.pdf
Local Path: /Users/richard/code/eli/incentives/trees/pr-review/domains/application-processing/data/downloads/serialized-applications/c6a3e894-f1bf-11f0-9a21-9292911bed39/c6a3e894-f1bf-11f0-9a21-9292911bed39/contractor-employee/claim/9-3-25_Unit_2_Electric_Bill_8023-9d4292ff.pdf
Question Key: electric_utility_bill
Status: EXTRACTION_COMPLETE

7.2 gas_utility_bill

File: 9-3-25_Gas_Unit_2_Gas_Bill_8016-04adc205.pdf
S3 Path: c6a3e894-f1bf-11f0-9a21-9292911bed39/contractor-employee/claim/9-3-25_Gas_Unit_2_Gas_Bill_8016-04adc205.pdf
Local Path: /Users/richard/code/eli/incentives/trees/pr-review/domains/application-processing/data/downloads/serialized-applications/c6a3e894-f1bf-11f0-9a21-9292911bed39/c6a3e894-f1bf-11f0-9a21-9292911bed39/contractor-employee/claim/9-3-25_Gas_Unit_2_Gas_Bill_8016-04adc205.pdf
Question Key: gas_utility_bill
Status: EXTRACTION_COMPLETE

7.3 whole_home_heat_pump_verification_form_mass_save

File: Verification_form_unit_2-5fb8f19d.pdf
S3 Path: c6a3e894-f1bf-11f0-9a21-9292911bed39/contractor-employee/claim/Verification_form_unit_2-5fb8f19d.pdf
Local Path: /Users/richard/code/eli/incentives/trees/pr-review/domains/application-processing/data/downloads/serialized-applications/c6a3e894-f1bf-11f0-9a21-9292911bed39/c6a3e894-f1bf-11f0-9a21-9292911bed39/contractor-employee/claim/Verification_form_unit_2-5fb8f19d.pdf
Question Key: whole_home_heat_pump_verification_form_mass_save
Status: EXTRACTION_COMPLETE

7.4 project_invoice

File: 2_FLOOR_PAYED_INVOICE_JOHN_POLANSKY-7c1386c9.pdf
S3 Path: c6a3e894-f1bf-11f0-9a21-9292911bed39/contractor-employee/claim/2_FLOOR_PAYED_INVOICE_JOHN_POLANSKY-7c1386c9.pdf
Local Path: /Users/richard/code/eli/incentives/trees/pr-review/domains/application-processing/data/downloads/serialized-applications/c6a3e894-f1bf-11f0-9a21-9292911bed39/c6a3e894-f1bf-11f0-9a21-9292911bed39/contractor-employee/claim/2_FLOOR_PAYED_INVOICE_JOHN_POLANSKY-7c1386c9.pdf
Question Key: project_invoice
Status: EXTRACTION_COMPLETE

7.5 additional_documents

File: Manuel_J_Second_Floor_Dunlap_-85606017.pdf
S3 Path: c6a3e894-f1bf-11f0-9a21-9292911bed39/contractor-employee/claim/Manuel_J_Second_Floor_Dunlap_-85606017.pdf
Local Path: /Users/richard/code/eli/incentives/trees/pr-review/domains/application-processing/data/downloads/serialized-applications/c6a3e894-f1bf-11f0-9a21-9292911bed39/c6a3e894-f1bf-11f0-9a21-9292911bed39/contractor-employee/claim/Manuel_J_Second_Floor_Dunlap_-85606017.pdf
Question Key: additional_documents
Status: UPLOAD_SUCCEEDED

7.6 proof_of_weatherization_mass_save

File: Home_Energy_Assessment_unit_2-3f1b2e5a.pdf
S3 Path: c6a3e894-f1bf-11f0-9a21-9292911bed39/contractor-employee/claim/Home_Energy_Assessment_unit_2-3f1b2e5a.pdf
Local Path: /Users/richard/code/eli/incentives/trees/pr-review/domains/application-processing/data/downloads/serialized-applications/c6a3e894-f1bf-11f0-9a21-9292911bed39/c6a3e894-f1bf-11f0-9a21-9292911bed39/contractor-employee/claim/Home_Energy_Assessment_unit_2-3f1b2e5a.pdf
Question Key: proof_of_weatherization_mass_save
Status: EXTRACTION_COMPLETE

8. File Inventory

#	Filename	Question Key	Status
1	9-3-25_Unit_2_Electric_Bill_8023-9d4292ff.pdf	electric_utility_bill	EXTRACTION_COMPLETE
2	9-3-25_Gas_Unit_2_Gas_Bill_8016-04adc205.pdf	gas_utility_bill	EXTRACTION_COMPLETE
3	Verification_form_unit_2-5fb8f19d.pdf	whole_home_heat_pump_verification_form_mass_save	EXTRACTION_COMPLETE
4	2_FLOOR_PAYED_INVOICE_JOHN_POLANSKY-7c1386c9.pdf	project_invoice	EXTRACTION_COMPLETE
5	Manuel_J_Second_Floor_Dunlap_-85606017.pdf	additional_documents	UPLOAD_SUCCEEDED
6	Home_Energy_Assessment_unit_2-3f1b2e5a.pdf	proof_of_weatherization_mass_save	EXTRACTION_COMPLETE

Data Source Reference

This record was exported from the following sources:

Database Tables

Table	Purpose
`applications`	Core application record
`projects`	Project data and facts
`organizations`	Contractor/organization info
`evidences`	Evidence records (links form responses to applications)
`form_responses`	Form submission data
`files`	Uploaded document metadata
`claims`	Claim records
`claim_processes`	Claim processing status
`wh_config_runtime_incentives`	Incentive metadata

Airtable Tables

Base ID	Table	Purpose
`appy0df5SmdHNR1Cq`	Source Fields	Links incentives to form field requirements
`appy0df5SmdHNR1Cq`	Application Requirements	Processing requirements for each field

S3 Bucket: form-data-attachments

Document generated: 2026-01-20T21:47:17.734Z Source: Eli Production Database + S3

Raw

processing-report.full.md

Full Processing Report

Application: c6a3e894-f1bf-11f0-9a21-9292911bed39

Generated: 2026-01-20 Program: Mass Save Rebates Program / Electric Air Source Heat Pump (ASHP) - General Market Incentive Slug: mass-save-ashp-general-market

1. Application Overview

Field	Value
Application ID	c6a3e894-f1bf-11f0-9a21-9292911bed39
Project ID	c69e0e05-f1bf-11f0-9a21-9292911bed39
Claim ID	dde4b6d0-f1bf-11f0-875f-e20339a01159
Entity Type	STANDARD
Created At	2026-01-15T03:10:42.210Z
Claim Type	CLAIM_SUBMISSION_WITH_UPFRONT_PAYMENT
Contractor Status	ISSUE_FOUND
Program Status	PENDING

2. Customer Information

Field	Value
Name (Application)	John POLANSKY
Name (Verification Form)	JONATHAN POLANSKY
Name (Home Energy Assessment)	Robert Polansky
Email	[email protected]
Phone	(978) 766-6568
Installation Address	24 Dunlap St, Unit 2 (Floor 2), Salem, MA 01970

Name Analysis

John and Jonathan are acceptable variations (diminutive/full name)
Robert Polansky appears on Home Energy Assessment - may be co-owner, landlord, or family member
All documents share the same last name (Polansky) and address
Per FAQ: "Different names with consistent last name (ie. spouses)" is acceptable

3. Contractor Information

Field	Value
Company Name	Castle Bee Refrigeration INC
Organization Slug	castlebee-refrigeration
Contact	Bryan Castillo
Address	94 Lynnway, Revere, MA 02151
Phone	(781) 284-2508
Email	[email protected]
HPIN ID	NMTPPS1548746371
License	RT-108268

4. Project Details

Field	Value
Installation Date	December 22, 2025
Project Invoice Total	$19,500.00
Mass Save Rebate	$10,000.00 (to Eli Technologies)
Customer Cost	$9,500.00
Rebate Type	Whole-Home
Property Type	Multi-family (3-family), Unit 2 (Second Floor)
Area Served	1,090 sq ft
Total Home Sq Ft	3,260 sq ft (entire building)
Original Heating	Natural Gas
Pre-existing System	Removed (per verification form)

5. Equipment Details

Outdoor Unit

Field	Value
Manufacturer	TOSOT
Model	GMV-V48WL/C-T(U) Very Multi
AHRI Number	211698447
Capacity	48,000 BTU
Type	Multi-zone VRF condenser

Indoor Units (5 total)

Unit	Model	Capacity	Type
1	TWH09AT19D6DI	9,000 BTU	High-wall
2	TWH09AT19D6DI	9,000 BTU	High-wall
3	TWH09AT19D6DI	9,000 BTU	High-wall
4	TWH09AT19D6DI	9,000 BTU	High-wall
5	GMV-ND09TD/A-T(U)	9,000 BTU	One-way ceiling cassette

Equipment Notes from Invoice

TOSOT R32 refrigerant
21 SEER rated
Indoor units total: 45,000 BTU
Outdoor condenser: 48,000 BTU
Line sets: 1/4" liquid x 3/8" suction

6. QPL Verification

AHRI Number: 211698447

Verification Status: UNABLE TO VERIFY AUTOMATICALLY

Search Attempts:

Mass Save QPL lookup tool - Service not available (localhost)
NEEP ASHP database - Page redirects but no specific data returned
AHRI Directory - Search page requires interactive access
Web search - No direct confirmation found

Recommendation:

Manual verification required using Mass Save QPL spreadsheet download
Search for AHRI 211698447 in the spreadsheet
If not found, search for TOSOT GMV-V48WL model variants
GREE (parent company of TOSOT) may have equivalent models with different AHRI numbers

Equipment Qualification Concern:

TOSOT is a GREE subsidiary brand
GREE VRF systems are commonly on QPL
The specific AHRI 211698447 needs verification

7. Rebate Calculation

Calculation Method: Whole-Home (2025 Rate)

Component	Value
Rebate Type	Whole-Home
Installation Year	2025
Rate per Ton	$3,000
Maximum Rebate	$10,000
System Capacity	48,000 BTU
System Tonnage	4 tons (48,000 / 12,000)
Calculated Amount	4 tons x $3,000 = $12,000
Final Rebate	$10,000 (capped at maximum)

Qualification for Whole-Home

Installing whole-home heat pump system to replace existing heating
Qualifying through gas utility (National Grid) - existing system was natural gas
Pre-existing heating system has been removed (per verification form)
Not meeting any basic rebate criteria

Invoice vs Calculated

Source	Amount
Invoice	$10,000
Calculated	$10,000
Match	YES

8. Utility Information

Electric Utility

Field	Value
Provider	National Grid
Account Number	50680-98023
Service Address	24 Dunlap St Apt S2, Salem MA 01970
Meter Number	25038210
Rate	Residential Regular R-1

Gas Utility

Field	Value
Provider	National Grid
Account Number	54044-28016
Service Address	24 Dunlap St, Gas, Salem MA 01970
Meter Number	07007212
Rate	R-3B Residential Heating
Mailing Address	78 Haskell St, Beverly MA 01915-2157

Utility Eligibility: PASS

National Grid is an eligible Mass Save electric sponsor
National Grid is an eligible Mass Save gas sponsor
Qualifies through gas utility (displacing natural gas)

9. Weatherization Documentation

Home Energy Assessment

Field	Value
Project ID	301214224
Customer Name	Robert Polansky
Address	24 Dunlap St Unit 2, Salem, MA 01970
Assessment Date	November 14, 2025
Energy Specialist	Garrett Hodgson
Company	Green Energy Gains, MA

Weatherization Recommendations

Recommendation	Estimated Cost	Incentive	Your Cost
Air Sealing	$0.00	$0.00	$0.00
Insulation	$0.00	$0.00	$0.00

Assessment Finding: "No Weatherization Recommendations: Based on the assessment, your home is already well insulated and air sealed, and no additional weatherization upgrades are needed to support your decarbonization journey."

Weatherization Requirement Status: PASS

Home Energy Assessment shows less than $1,000 worth of weatherization recommended ($0)
Per requirements: "Home Energy Assessment (when weatherization scope is less than $1,000)" is acceptable proof

10. Whole Home Verification Form

Form Details

Field	Value
Document	2025 Whole-home heat pump verification form
Form ID	0078_WHV_12.24

Customer Information

Field	Value
Account Holder	JONATHAN POLANSKY
Phone	+1 (978) 766-6568
Email	[email protected]
Address	24 DUNLAP ST APT 2, SALEM, Ma 01970

Utility Sponsors

Type	Provider	Account Number
Electric	National Grid	50680-98023
Gas	National Grid	54044-28016

Customer Acknowledgments (All Checked)

Heat pumps must be used as the sole source of heating
Fuel costs are variable, electric usage will increase
System sizing documentation may be required upon request
Weatherization demonstration may be required upon request
Verification inspection may be required

Project Information

Pre-existing heating system has been removed

Signatures

Party	Signature	Date
Customer	Jonathan Polansky	22 December 2025
Installer	[Signed]	22 December 2025

Verification Form Status: PASS

Document signed and dated by customer and installer
Pre-existing system removal confirmed

11. Manual J Load Calculation

Building Details

Parameter	Value
Total Floor Area	1,090 sq ft
Wall Insulation	R-13 (2x4 framing)
Ceiling/Attic	R-38
Floor Over Basement	R-19
Windows	Double-pane Low-E (U=0.30, SHGC=0.25)
Exterior Doors	Insulated
Infiltration	Average Tightness

Design Conditions

Parameter	Heating	Cooling
Outdoor Design Temp	5F	91F
Indoor Design Temp	70F	75F
Relative Humidity	-	50%

Load Calculation Results

Load Type	Calculated	Installed	Result
Heating	48,800 BTUh	48,000 BTUh	PASS
Cooling	26,350 BTUh	48,000 BTUh	PASS

Sizing Note: Heating capacity within ACCA Manual J tolerance. Inverter-driven multi-zone systems provide variable output, meeting design load requirements.

12. Requirement-by-Requirement Evaluation

6.1 Equipment QPL Qualification

Status: VERIFICATION REQUIRED

Requirement: Heat pump system must be on Mass Save Heat Pump Qualified Product List

Evaluation:

AHRI Number provided: 211698447
Automatic QPL verification: Unable to complete
Manual verification needed against spreadsheet

Action: Download Mass Save QPL spreadsheet and search for AHRI 211698447

6.2 Project Invoice Requirements

Status: PASS

Required Elements:

Element	Found	Location/Value
Proof of full payment	Yes	"Amount Due: $0.00"
Mass Save Rebate amount	Yes	"-$10,000.00"
Contractor name and address	Yes	Castle Bee Refrigeration INC, 94 Lynnway, Revere MA 02151
Installation address	Yes	24 Dunlap Street, Salem, MA 01970
Installation date	Yes	Dec 22, 2025
Total cost by system	Yes	$19,500.00
Equipment AHRI #	Yes	AHRI-211698447
Equipment manufacturer and model	Yes	TOSOT GMV-V48WL/C-T(U), TWH09AT19D6DI
Mass Save Rebate Payee = Eli	Yes	"MASS SAVE PAY TO ELI TECHNOLOGIES"

6.3 Customer Eligibility

Status: PASS

Requirements:

Property in Massachusetts: YES (Salem, MA 01970)
Utility from eligible provider: YES
- Electric: National Grid (eligible)
- Gas: National Grid (eligible)

6.4 Partial Home Integrated Controls

Status: N/A (Whole-Home Installation)

This requirement applies only to partial-home projects. This is a whole-home installation with pre-existing heating system removed.

6.5 Whole Home Verification Form

Status: PASS

Requirements:

Document provided
Signed by customer (Jonathan Polansky, 22 December 2025)
Signed by installer (22 December 2025)
Pre-existing system removed confirmed

6.6 Customer Rebate Amount

Status: PASS

Calculation:

Rebate Type: Whole-Home
Rate: $3,000 per cooling ton @ 95F (2025 rate)
Maximum: $10,000
System: 48,000 BTU = 4 tons
Calculation: 4 tons x $3,000 = $12,000, capped at $10,000
Invoice shows: $10,000

Match: YES

6.7 Weatherization Proof (Whole Home)

Status: PASS

Documentation: Home Energy Assessment

Project ID: 301214224 (matches application field: assessment_id_mass_save)
Date: November 14, 2025
Weatherization scope: $0 (less than $1,000 threshold)

Per requirements: "Home Energy Assessment (when weatherization scope is less than $1,000)" is acceptable.

6.8 Customer Name Match

Status: REQUIRES CLARIFICATION

Names Across Documents:

Document	Name
Create-job-form	John POLANSKY
Create-screener-form	John POLANSKY
Claim submission	JONATHAN/Robert Polansky
Invoice	John Polansky
Electric Bill	JONATHAN POLANSKY
Gas Bill	JONATHAN POLANSKY
Verification Form	JONATHAN POLANSKY
Home Energy Assessment	Robert Polansky

Analysis:

John/Jonathan: Acceptable variation (diminutive form)
Robert: Different first name, same last name

Per FAQ: "Different names appearing on different documents, but the last name is consistent (ie. spouses)" - acceptable to proceed.

Recommendation: Clarify if Robert is family member/co-owner. If confirmed as household member, may proceed.

6.9 Customer Address Match

Status: REQUIRES CLARIFICATION

Addresses Across Documents:

Document	Address
Create-job-form	24 Dunlap St, Lynn, MA 01970
Invoice	24 Dunlap Street, Salem, MA 01970
Electric Bill	24 Dunlap St Apt S2, Salem MA 01970
Gas Bill	24 Dunlap St, Salem MA 01970
Verification Form	24 Dunlap St Apt 2, Salem, Ma 01970
Home Energy Assessment	24 Dunlap St Unit 2, Salem, MA 01970

Analysis:

Street address consistent: 24 Dunlap St
Unit designation: Floor 2 / Apt 2 / Apt S2 / Unit 2 (all same unit)
ZIP code consistent: 01970
City discrepancy: Lynn (application) vs Salem (all other documents)

Per FAQ: "Look up the cities to confirm they are overlapping." Lynn and Salem are adjacent cities in Essex County, MA. ZIP code 01970 is primarily Salem.

Finding: The correct city is Salem, MA. The application form has an error.

Action: Update application to correct city from Lynn to Salem.

6.10 Eli as Rebate Payee (Upfront Payment)

Status: PASS

Required Payee Information:

Third Party: YES (not customer)
Company: Eli Technologies (shown as "ELI TECHNOLOGIES")
Rebate line item: "MASS SAVE PAY TO ELI TECHNOLOGIES -$10,000.00"

6.11 Submission Deadline

Status: PASS

Requirement: 2025 calendar year projects must submit by February 28, 2026

Installation Date: December 22, 2025
Current Date: January 20, 2026
Deadline: February 28, 2026

Submission is within deadline.

13. Issues Summary

Critical Issues (Blocking)

#	Issue	Requirement	Action Required
1	QPL Verification	6.1	Manually verify AHRI 211698447 against Mass Save QPL spreadsheet
2	City Mismatch	6.9	Confirm Salem, MA is correct and update application record
3	Name Clarification	6.8	Clarify Robert Polansky relationship to John/Jonathan

Non-Critical Issues (Informational)

#	Issue	Notes
4	Property Type	SINGLE_FAMILY in fact space vs multi_family_2_4 in claim - affects per-unit calculation
5	Gas Bill Mailing Address	Different from service address (78 Haskell St, Beverly) - acceptable

14. Recommendation

Overall Status: REQUIRES CORRECTIONS

Before Approval:

Verify equipment QPL status (Critical)
Correct city in application record (Critical)
Document name relationship clarification (Critical)

If QPL Verified and Issues Resolved:

Application qualifies for $10,000 whole-home rebate
All other requirements satisfied
Rebate calculation is correct
Documentation is complete

15. File Inventory

#	Filename	Type	Status
1	2_FLOOR_PAYED_INVOICE_JOHN_POLANSKY-7c1386c9.pdf	Project Invoice	Reviewed
2	Verification_form_unit_2-5fb8f19d.pdf	Whole Home Verification	Reviewed
3	Home_Energy_Assessment_unit_2-3f1b2e5a.pdf	Weatherization Proof	Reviewed
4	9-3-25_Unit_2_Electric_Bill_8023-9d4292ff.pdf	Electric Utility Bill	Reviewed
5	9-3-25_Gas_Unit_2_Gas_Bill_8016-04adc205.pdf	Gas Utility Bill	Reviewed
6	Manuel_J_Second_Floor_Dunlap_-85606017.pdf	Manual J Calculation	Reviewed

Report generated: 2026-01-20T22:15:00.000Z Processor: Automated Evaluation System

Raw

processing-report.summary.md

Application Processing Summary

Application: c6a3e894-f1bf-11f0-9a21-9292911bed39

Processed: 2026-01-20 Program: Mass Save Rebates Program / Electric Air Source Heat Pump (ASHP) - General Market Contractor: Castle Bee Refrigeration INC Customer: John Polansky / Jonathan Polansky

RECOMMENDATION: REQUIRES CORRECTIONS

Critical Issues Found: 3

Total Issues Found: 5

Rebate Calculation

Item	Value
Rebate Type	Whole-Home
Installation Year	2025
Rate	$3,000/ton (up to $10,000)
System Capacity	48,000 BTU (4 tons)
Calculated Rebate	$10,000 (4 x $3,000 = $12,000, capped at $10,000)
Invoice Rebate	$10,000
Match	YES

QPL Status: VERIFICATION REQUIRED

AHRI Number: 211698447 Status: Unable to verify in Mass Save Qualified Product List

Equipment Details (from Invoice):

Outdoor Unit: GMV-V48WL/C-T(U) TOSOT Very Multi 48,000 BTU
Indoor Units: 4x TWH09AT19D6DI (9,000 BTU high-wall) + 1x GMV-ND09TD/A-T(U) (9,000 BTU cassette)
Manufacturer: TOSOT (GREE subsidiary)
R32 refrigerant

Note: The AHRI number 211698447 could not be verified through available QPL lookup tools. Manual verification against the Mass Save QPL spreadsheet is required before approval.

Blocking Issues (Must Resolve)

1. QPL Equipment Verification Required

Requirement: Project equipment must be on Mass Save Heat Pump QPL
Finding: AHRI 211698447 could not be verified automatically
Action Required: Manually verify AHRI number against Mass Save QPL spreadsheet. If not found, contractor must provide valid AHRI certificate for equipment on QPL.

2. Address Discrepancy - City Mismatch

Application (create-job-form): Lynn, MA 01970
Claim submission form: Salem, MA 01970
Invoice: Salem, MA 01970
Utility Bills: Salem, MA 01970 (service address)
Verification Form: Salem, MA 01970
Home Energy Assessment: Salem, MA 01970
Analysis: All supporting documents consistently show Salem. The application form shows Lynn in error.
Action Required: Confirm correct project city is Salem, MA and update application record.

3. Customer Name Variations

Application (create-job-form): John POLANSKY
Invoice: John Polansky
Electric Bill: JONATHAN POLANSKY
Gas Bill: JONATHAN POLANSKY
Verification Form: JONATHAN POLANSKY
Home Energy Assessment: Robert Polansky
Claim submission: JONATHAN/Robert Polansky
Analysis: John/Jonathan are acceptable variations. However, "Robert Polansky" on the Home Energy Assessment is a different name.
Action Required: Clarify relationship between Robert Polansky (on HEA) and John/Jonathan Polansky (on other documents). Per requirements, different last names with same last name (family members) may be acceptable.

Non-Blocking Issues (Review)

4. Property Type Inconsistency

Create-job-form fact space: SINGLE_FAMILY
Claim submission: multi_family_2_4
Invoice: "three-family residence"
Note: Documents indicate this is Unit 2 (second floor) of a multi-family property. The whole-home rebate applies per dwelling unit.

5. Invoice Payment Method

Finding: Invoice shows "Amount Due: $0.00" indicating paid, but does not explicitly state payment method (check, credit card, etc.)
Note: This is acceptable as "Amount Due: $0.00" demonstrates full payment.

Requirement Evaluation Summary

#	Requirement	Status	Notes
6.1	Equipment QPL Qualification	VERIFY	AHRI 211698447 needs manual verification
6.2	Project Invoice Complete	PASS	Has AHRI, models, address, contractor info, cost, rebate to Eli
6.3	Customer Eligibility	PASS	MA property, National Grid electric & gas
6.4	Partial Home Integrated Controls	N/A	Whole-home installation
6.5	Whole Home Verification Form	PASS	Signed by customer and installer 12/22/2025
6.6	Rebate Amount Correct	PASS	$10,000 matches calculation (4 tons x $3,000, capped)
6.7	Weatherization Proof	PASS	HEA shows $0 weatherization needed (< $1,000 scope)
6.8	Customer Name Match	REVIEW	John/Jonathan OK, but Robert on HEA needs clarification
6.9	Address Match	REVIEW	City discrepancy (Lynn vs Salem) - Salem appears correct
6.10	Eli as Rebate Payee	PASS	Invoice shows "MASS SAVE PAY TO ELI TECHNOLOGIES"
6.11	Submission Deadline	PASS	2025 project, installed 12/22/2025, deadline 2/28/2026

Documents Reviewed

Document	Status	Key Findings
Project Invoice	Reviewed	$19,500 total, $10,000 rebate to Eli Technologies, AHRI-211698447, Salem MA
Electric Utility Bill	Reviewed	National Grid, Account 50680-98023, Jonathan Polansky, 24 Dunlap St Apt S2, Salem MA
Gas Utility Bill	Reviewed	National Grid, Account 54044-28016, Jonathan Polansky, 24 Dunlap St, Salem MA
Whole Home Verification Form	Reviewed	Signed 12/22/2025 by customer (Jonathan Polansky) and installer, pre-existing system removed
Home Energy Assessment	Reviewed	Project ID 301214224, Robert Polansky, 11/14/2025, $0 weatherization recommended
Manual J Calculation	Reviewed	48,800 BTUh heating load, 48,000 BTU system = PASS (within ACCA tolerance)

Next Steps

Verify QPL status - Manually check AHRI 211698447 against Mass Save QPL spreadsheet
Confirm address - Update application to reflect Salem, MA (consistent with all documents)
Clarify name relationship - Confirm Robert Polansky (HEA) relationship to John/Jonathan Polansky
Once items resolved, proceed with approval

Report generated: 2026-01-20

richardiux/application-record.md

Application Record: c6a3e894-f1bf-11f0-9a21-9292911bed39

1. Application Overview

2. Organization / Contractor

3. Fact Space (Application)

4. Project Data

5. Form Responses

5.1 create-job-form

5.2 create-screener-form

5.3 mass-save-ashp-general-market-claim-submission-contractor

6. Processing Requirements (from Airtable)

6.1 Project equipment and scope of work must qualify.

6.2 Project Invoice must have all the required information.

6.3 Customer must be eligible.

6.4 For partial home projects, integrated controls must be installed and a switchover temperature is required.

6.5 For whole home projects, the Whole Home Heat Pump Verification Form is required.

6.6 Customer must qualify for the correct amount.

6.7 For whole home projects, proof of weatherization is required.

6.8 Customer name must match across all submitted documents.

6.9 Customer address must match across all documents.

6.10 For upfront payment, Eli must be listed as the rebate payee on the application (ideal if [email protected] is listed as the customer's email for notifications).

6.11 All projects completed in the 2025 calendar year must submit a rebate application by February 28, 2026.

7. Uploaded Documents

7.1 electric_utility_bill

7.2 gas_utility_bill

7.3 whole_home_heat_pump_verification_form_mass_save

7.4 project_invoice

7.5 additional_documents

7.6 proof_of_weatherization_mass_save

8. File Inventory

Data Source Reference

Database Tables

Airtable Tables

Full Processing Report

Application: c6a3e894-f1bf-11f0-9a21-9292911bed39

1. Application Overview

2. Customer Information

Name Analysis

3. Contractor Information

4. Project Details

5. Equipment Details

Outdoor Unit

Indoor Units (5 total)

Equipment Notes from Invoice

6. QPL Verification

AHRI Number: 211698447

7. Rebate Calculation

Calculation Method: Whole-Home (2025 Rate)

Qualification for Whole-Home

Invoice vs Calculated

8. Utility Information

Electric Utility

Gas Utility

9. Weatherization Documentation

Home Energy Assessment

Weatherization Recommendations

10. Whole Home Verification Form

Form Details

Customer Information

Utility Sponsors

Customer Acknowledgments (All Checked)

Project Information

Signatures

11. Manual J Load Calculation

Building Details

Design Conditions

Load Calculation Results

12. Requirement-by-Requirement Evaluation

6.1 Equipment QPL Qualification

6.2 Project Invoice Requirements

6.3 Customer Eligibility

6.4 Partial Home Integrated Controls

6.5 Whole Home Verification Form

6.6 Customer Rebate Amount

6.7 Weatherization Proof (Whole Home)

6.8 Customer Name Match

6.9 Customer Address Match

6.10 Eli as Rebate Payee (Upfront Payment)

6.11 Submission Deadline

13. Issues Summary