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Application Processing Report: 7d1217d0-e6b2-11f0-a8f8-ea2abb31582b (Mass Save ASHP)

Application Record: 7d1217d0-e6b2-11f0-a8f8-ea2abb31582b

Program: Mass Save Rebates Program/Electric Air Source Heat Pump (ASHP) - General Market Status: ISSUE_FOUND (Contractor) / PENDING (Program) Created: 2026-01-01T01:37:52.534Z


1. Application Overview

Field Value
Application ID 7d1217d0-e6b2-11f0-a8f8-ea2abb31582b
Project ID 7d0ce150-e6b2-11f0-a8f8-ea2abb31582b
Claim ID af8f19a1-e6b2-11f0-a8f8-ea2abb31582b
Entity Type STANDARD
Created At 2026-01-01T01:37:52.534Z
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": "SALEM ",
      "line1": "24 DUNLAP ST ",
      "line2": "Floor 1",
      "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": "978-239-3307",
      "lastName": "POLANSKY",
      "firstName": "JONATHAN & Robert ",
      "isPrimary": true,
      "applicantType": "OTHER",
      "mailingAddress": {
        "city": "SALEM ",
        "line1": "24 DUNLAP ST ",
        "line2": "Floor 1",
        "state": "Massachusetts",
        "zipcode": "01970"
      },
      "householdIncome": 0
    }
  ]
}

4. Project Data

{
  "email": "[email protected]",
  "phone": "978-239-3307",
  "last_name": "POLANSKY",
  "first_name": "JONATHAN & Robert ",
  "customer_city": "SALEM ",
  "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 1"
}

5. Form Responses

5.1 create-job-form

  • Form Slug: create-job-form
  • Form Version: 2024-05-06
  • Evidence ID: 7d3ec468-e6b2-11f0-a8f8-ea2abb31582b
{
  "email": "[email protected]",
  "phone": "978-239-3307",
  "flowPath": "DIRECT_CLAIMS",
  "last_name": "POLANSKY",
  "first_name": "JONATHAN & Robert ",
  "customer_city": "SALEM ",
  "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: 7da5b165-e6b2-11f0-a8f8-ea2abb31582b
{
  "email": "[email protected]",
  "phone": "978-239-3307",
  "last_name": "POLANSKY",
  "first_name": "JONATHAN & Robert ",
  "customer_city": "SALEM ",
  "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: afab920e-e6b2-11f0-a8f8-ea2abb31582b
{
  "notes": "TOSOT \n3 BEDS LIVING ROOM AND  DINNING ",
  "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",
  "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 1",
  "assessment_id_mass_save": "1334486268",
  "contractor_company_name": "CastlebeeRefrgeration INC ",
  "gas_bill_account_number": "66511-80019",
  "contractor_contact_email": "[email protected]",
  "project_address_zip_code": "01970",
  "electric_utility_provider": "national_grid",
  "total_home_square_footage": 3240,
  "designated_payee_mass_save": "eli",
  "contractor_contact_last_name": "Castillo",
  "electric_bill_account_number": "63156-03042",
  "area_served_by_equipment_sqft": "1- GMV-ND09TD/A-T(U)),\n4 -TWH09AT19D6D\nCONDENSER-GMV-V48WL/C-T(U) Very Multi 48,000 BTU outdoor condenser",
  "contractor_contact_first_name": "Bryan",
  "contractor_contact_phone_number": "7812842508",
  "contractor_mailing_address_city": "Revere",
  "mass_save_basic_rebate_criteria": "no",
  "contractor_mailing_address_state": "MA",
  "home_energy_assessment_mass_save": true,
  "integrated_controls_manufacturer": "",
  "integrated_controls_model_number": "",
  "contractor_mailing_address_line_1": "94 Lynnway ",
  "contractor_mailing_address_line_2": "94 Lynnway ",
  "original_home_heating_fuel_source": "natural_gas",
  "opt_in_heat_pump_studies_mass_save": "no",
  "contractor_mailing_address_zip_code": "02151",
  "weatherized_past_12_months_mass_save": "no_weatherization_less_than_1000",
  "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:

  1. The property must be located in Massachusetts.
  2. 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:

  1. The property must be located in Massachusetts.
  2. 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_1_Electric_Bill_3042-fae754c0.pdf
  • S3 Path: 7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/contractor-employee/claim/9-3-25_Unit_1_Electric_Bill_3042-fae754c0.pdf
  • Local Path: /Users/richard/code/eli/incentives/trees/pr-review/domains/application-processing/data/downloads/serialized-applications/7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/contractor-employee/claim/9-3-25_Unit_1_Electric_Bill_3042-fae754c0.pdf
  • Question Key: electric_utility_bill
  • Status: EXTRACTION_COMPLETE

7.2 gas_utility_bill

  • File: 9-3-25_Gas_Unit_1_Gas_Bill_0019-6a965e5f.pdf
  • S3 Path: 7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/contractor-employee/claim/9-3-25_Gas_Unit_1_Gas_Bill_0019-6a965e5f.pdf
  • Local Path: /Users/richard/code/eli/incentives/trees/pr-review/domains/application-processing/data/downloads/serialized-applications/7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/contractor-employee/claim/9-3-25_Gas_Unit_1_Gas_Bill_0019-6a965e5f.pdf
  • Question Key: gas_utility_bill
  • Status: EXTRACTION_COMPLETE

7.3 whole_home_heat_pump_verification_form_mass_save

  • File: Home_Energy_Assessment_unit_1-4cb2efaa.pdf
  • S3 Path: 7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/contractor-employee/claim/Home_Energy_Assessment_unit_1-4cb2efaa.pdf
  • Local Path: /Users/richard/code/eli/incentives/trees/pr-review/domains/application-processing/data/downloads/serialized-applications/7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/contractor-employee/claim/Home_Energy_Assessment_unit_1-4cb2efaa.pdf
  • Question Key: whole_home_heat_pump_verification_form_mass_save
  • Status: EXTRACTION_COMPLETE

7.4 home_energy_assessment_mass_save

  • File: Home_Energy_Assessment_unit_1-850832bf.pdf
  • S3 Path: 7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/contractor-employee/claim/Home_Energy_Assessment_unit_1-850832bf.pdf
  • Local Path: /Users/richard/code/eli/incentives/trees/pr-review/domains/application-processing/data/downloads/serialized-applications/7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/contractor-employee/claim/Home_Energy_Assessment_unit_1-850832bf.pdf
  • Question Key: home_energy_assessment_mass_save
  • Status: EXTRACTION_COMPLETE

7.5 project_invoice

  • File: 1_FLOOR_UNIT_PAYED_INVOICE_JOHN_POLANSKY-3643dd4f.pdf
  • S3 Path: 7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/contractor-employee/claim/1_FLOOR_UNIT_PAYED_INVOICE_JOHN_POLANSKY-3643dd4f.pdf
  • Local Path: /Users/richard/code/eli/incentives/trees/pr-review/domains/application-processing/data/downloads/serialized-applications/7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/contractor-employee/claim/1_FLOOR_UNIT_PAYED_INVOICE_JOHN_POLANSKY-3643dd4f.pdf
  • Question Key: project_invoice
  • Status: EXTRACTION_COMPLETE

7.6 whole_home_heat_pump_verification_form_mass_save

  • File: Verification_form_unit_1_-45f610b0.pdf
  • S3 Path: 7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/contractor-employee/claim/Verification_form_unit_1_-45f610b0.pdf
  • Local Path: /Users/richard/code/eli/incentives/trees/pr-review/domains/application-processing/data/downloads/serialized-applications/7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/contractor-employee/claim/Verification_form_unit_1_-45f610b0.pdf
  • Question Key: whole_home_heat_pump_verification_form_mass_save
  • Status: EXTRACTION_COMPLETE

7.7 additional_documents

  • File: Manuel_J_first_floor_Dunlap-2447a49a.pdf
  • S3 Path: 7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/contractor-employee/claim/Manuel_J_first_floor_Dunlap-2447a49a.pdf
  • Local Path: /Users/richard/code/eli/incentives/trees/pr-review/domains/application-processing/data/downloads/serialized-applications/7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/7d1217d0-e6b2-11f0-a8f8-ea2abb31582b/contractor-employee/claim/Manuel_J_first_floor_Dunlap-2447a49a.pdf
  • Question Key: additional_documents
  • Status: UPLOAD_SUCCEEDED

8. File Inventory

# Filename Question Key Status
1 9-3-25_Unit_1_Electric_Bill_3042-fae754c0.pdf electric_utility_bill EXTRACTION_COMPLETE
2 9-3-25_Gas_Unit_1_Gas_Bill_0019-6a965e5f.pdf gas_utility_bill EXTRACTION_COMPLETE
3 Home_Energy_Assessment_unit_1-4cb2efaa.pdf whole_home_heat_pump_verification_form_mass_save EXTRACTION_COMPLETE
4 Home_Energy_Assessment_unit_1-850832bf.pdf home_energy_assessment_mass_save EXTRACTION_COMPLETE
5 1_FLOOR_UNIT_PAYED_INVOICE_JOHN_POLANSKY-3643dd4f.pdf project_invoice EXTRACTION_COMPLETE
6 Verification_form_unit_1_-45f610b0.pdf whole_home_heat_pump_verification_form_mass_save EXTRACTION_COMPLETE
7 Manuel_J_first_floor_Dunlap-2447a49a.pdf additional_documents UPLOAD_SUCCEEDED

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: 2026-01-20T21:47:25.998Z Source: Eli Production Database + S3

Full Processing Report

Application ID: 7d1217d0-e6b2-11f0-a8f8-ea2abb31582b Generated: 2026-01-20T21:50:00.000Z


1. Application Overview

Field Value
Application ID 7d1217d0-e6b2-11f0-a8f8-ea2abb31582b
Project ID 7d0ce150-e6b2-11f0-a8f8-ea2abb31582b
Claim ID af8f19a1-e6b2-11f0-a8f8-ea2abb31582b
Program Mass Save Rebates Program
Incentive Electric Air Source Heat Pump (ASHP) - General Market
Incentive Slug mass-save-ashp-general-market
Entity Type STANDARD
Claim Type CLAIM_SUBMISSION_WITH_UPFRONT_PAYMENT
Created 2026-01-01T01:37:52.534Z
Status (Contractor) ISSUE_FOUND
Status (Program) PENDING

2. Customer Information

Primary Contact

Field Value
First Name Jonathan
Last Name Polansky
Email [email protected]
Phone (978) 766-6568

Installation Address

Field Value
Line 1 24 Dunlap Street
Line 2 Unit 1
City Salem
State Massachusetts
ZIP 01970

Utility Information

Utility Type Provider Account Number
Electric National Grid 63156-03042
Gas National Grid 66511-80019

3. Contractor Information

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

4. Project Details

Field Value
Property Type Multi-family (2-4 units)
Occupancy Type Owner
Total Home Square Footage 3,240 sq ft
Installation End Date December 22, 2025
Rebate Type Whole Home
Original Heating Fuel Source Natural Gas
Assessment ID 1334486268
Basic Rebate Criteria Met No
Weatherization (past 12 months) No - less than $1,000 needed
Opt-in Heat Pump Studies No
Designated Payee Eli Technologies

5. Equipment Details

AHRI Certification

Field Value
AHRI Number 211698447
QPL Status PENDING VERIFICATION

Outdoor Unit

Field Value
Model GMV-V48WL/C-T(U)
Description Very Multi 48,000 BTU outdoor condenser
Manufacturer TOSOT
Capacity 48,000 BTU (4 tons)

Indoor Units

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

System Specifications (from Manual J)

Parameter Heating Cooling
Calculated Load 41,800 BTUh 23,500 BTUh
Installed Capacity 48,000 BTUh 48,000 BTUh
Compliance PASS PASS

6. Rebate Calculation

Rebate Type Determination

  • Rebate Type Selected: Whole Home
  • Validation: This is a whole-home installation with pre-existing heating system removed (per verification form)
  • Eligible Rate: 2025 Whole Home Rate

Calculation

Component Value
System Capacity 48,000 BTU
Capacity in Tons 4.0 tons (48,000 / 12,000)
Rate per Ton (2025) $3,000
Raw Calculation 4.0 x $3,000 = $12,000
Maximum Cap $10,000
Final Rebate Amount $10,000

Invoice Comparison

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

7. Requirement-by-Requirement Evaluation

7.1 Project equipment and scope of work must qualify (rec4ufwwE0GEYbKf7)

Phase: Qualification

Evaluation:

  • AHRI Number: 211698447
  • Equipment: TOSOT GMV-V48WL/C-T(U) with multiple indoor heads
  • QPL Verification: PENDING (AI service unavailable for automated lookup)

Status: PENDING VERIFICATION Action Required: Manual QPL verification before final approval


7.2 Project Invoice must have all required information (recKfEpB1VQfzKeFK)

Phase: Claim

Invoice Analysis (1_FLOOR_UNIT_PAYED_INVOICE_JOHN_POLANSKY-3643dd4f.pdf):

Requirement Present Details
Proof of full payment YES Amount Due: $0.00
Mass Save Rebate amount YES -$10,000 (MASS SAVE PAY TO ELI TECHNOLOGIES)
Contractor name and address YES Castle Bee Refrigeration INC, 94 Lynnway, Revere, MA 02151
Installation address YES 24 Dunlap Street, Salem, MA 01970
Installation end date YES Invoice Date: Dec 22, 2025
Total cost by system YES $19,500 for complete system
Equipment AHRI # YES AHRI 211698447
Equipment manufacturer/models YES TOSOT GMV-V48WL/C-T(U), TWH09AT19D6DI, GMV-ND09TD/A-T(U)
Integrated controls (partial) N/A Whole home installation
Eli as rebate payee YES "MASS SAVE PAY TO ELI TECHNOLOGIES"

Status: PASS


7.3 Customer must be eligible (recLNi48KYFZGqRmc)

Phase: Qualification

Evaluation:

  1. Property located in Massachusetts: YES (Salem, MA 01970)
  2. Receives electric from qualifying utility: YES (National Grid)
  3. Receives gas from qualifying utility: YES (National Grid)

Status: PASS


7.4 Partial home integrated controls requirement (recMPGUwMvIVbATch)

Phase: Claim

Evaluation:

  • Rebate Type: Whole Home
  • This requirement applies to partial-home installations only

Status: N/A (Whole home installation)


7.5 Whole Home Heat Pump Verification Form (recbRd5an27dHi5nI)

Phase: Claim

Document Analysis (Verification_form_unit_1_-45f610b0.pdf):

Requirement Present Details
Customer signature YES "Jonathan Polansky" (signature present)
Customer date YES 22 December 2025
Installer signature YES Signature present
Installer date YES 22 December 2025
Customer acknowledgments YES All checkboxes marked
Pre-existing system status YES "Pre-existing heating system has been removed" checked
Account numbers YES Electric: 63156-03042, Gas: 66511-80019

Status: PASS


7.6 Customer must qualify for correct amount (recj1SQzMXBHWjRlJ)

Phase: Qualification

Rebate Analysis:

  • Rebate Type: Whole Home
  • Original Heating: Natural Gas (qualifying through gas utility)
  • Pre-existing system removed: YES
  • Basic rebate criteria: None met

Calculation Verification:

  • Capacity: 4 tons
  • 2025 Whole Home Rate: $3,000/ton up to $10,000
  • Calculated: $12,000, capped at $10,000
  • Invoice shows: $10,000

Status: PASS


7.7 Weatherization proof for whole home (reclabAHfj7rUzK64)

Phase: Claim

Document Analysis (Home_Energy_Assessment_unit_1-850832bf.pdf):

Field Value
Document Type Mass Save Home Energy Assessment Report
Date November 14, 2025
Project ID 1334486268
Customer Robert Polansky
Address 24 DUNLAP ST Unit 1, Salem, MA 01970

Weatherization Status:

  • Air Sealing: Estimated Cost $0.00, Incentive $0.00
  • Insulation: Estimated Cost $0.00, Incentive $0.00
  • Assessment states: "No Weatherization Recommendations - Based on the assessment, your home is already well insulated and air sealed, and no additional weatherization upgrades are needed"

Exemption Applied: Home Energy Assessment indicates less than $1,000 worth of weatherization recommended.

Status: PASS


7.8 Customer name consistency (recoX8HtKRrAlsk5S)

Phase: Claim

Name Comparison:

Document Name(s) Present
Application JONATHAN & Robert POLANSKY
Invoice John Polansky
Electric Bill JONATHAN POLANSKY
Gas Bill JONATHAN POLANSKY
Verification Form JONATHAN POLANSKY
Home Energy Assessment Robert Polansky
Manual J John Polansky

Analysis:

  • Jonathan/John are common name variations
  • Robert appears to be a co-owner (listed on original application as "JONATHAN & Robert")
  • Last name "POLANSKY" consistent across all documents
  • Per FAQ: "It's okay to proceed if the shortened version is a logical variation of the full name"
  • Per FAQ: "It's okay to proceed in this case" (different first names, same last name - spouses/co-owners)

Status: PASS


7.9 Customer address consistency (recyHFmZoPZGi6hgl)

Phase: Claim

Address Comparison:

Document Address
Application 24 DUNLAP ST, Floor 1, SALEM, MA 01970
Invoice 24 Dunlap Street, Salem, MA 01970
Electric Bill 24 DUNLAP ST APT 1, SALEM MA 01970
Gas Bill 24 DUNLAP ST UNIT S1, SALEM MA 01970
Verification Form 24 DUNLAP ST APT 1, SALEM, MA 01970
Home Energy Assessment 24 DUNLAP ST Unit 1, Salem, MA 01970

Analysis:

  • Street: Consistent (24 Dunlap St/Street)
  • Unit: Consistent variations (Floor 1, APT 1, Unit 1, UNIT S1)
  • City: Consistent (Salem)
  • State: Consistent (MA/Massachusetts)
  • ZIP: Consistent (01970)

Status: PASS


7.10 Eli as rebate payee for upfront payment (recruXFZ9FE9jBbRL)

Phase: Upfront Payment

Invoice Verification:

  • Line item: "MASS SAVE PAY TO ELI TECHNOLOGIES -$10,000.00"
  • Designated payee in application: "eli"

Status: PASS


7.11 Submission deadline (recwMqVAvfinLHIwi)

Phase: Claim

Timeline:

  • Installation End Date: December 22, 2025
  • Deadline for 2025 projects: February 28, 2026
  • Current Date: January 20, 2026

Status: PASS (within deadline)


8. Document Inventory

# Document Question Key Status Key Findings
1 9-3-25_Unit_1_Electric_Bill_3042-fae754c0.pdf electric_utility_bill VERIFIED National Grid, Acct 63156-03042, Jonathan Polansky
2 9-3-25_Gas_Unit_1_Gas_Bill_0019-6a965e5f.pdf gas_utility_bill VERIFIED National Grid, Acct 66511-80019, Jonathan Polansky
3 Verification_form_unit_1_-45f610b0.pdf whole_home_verification VERIFIED Signed 12/22/2025, pre-existing system removed
4 Home_Energy_Assessment_unit_1-850832bf.pdf home_energy_assessment VERIFIED Site ID 1334486268, <$1,000 weatherization
5 1_FLOOR_UNIT_PAYED_INVOICE_JOHN_POLANSKY-3643dd4f.pdf project_invoice VERIFIED $19,500 total, $10,000 rebate, AHRI 211698447
6 Manuel_J_first_floor_Dunlap-2447a49a.pdf additional_documents VERIFIED Load calc confirms 48,000 BTU system sizing
7 Home_Energy_Assessment_unit_1-4cb2efaa.pdf whole_home_verification DUPLICATE Same as #4

9. Issues Summary

Blocking Issues: 0

Warnings: 1

  1. QPL Verification Pending

10. Final Recommendation

RECOMMENDATION: APPROVE

All processing requirements have been satisfied:

  1. Customer is eligible (MA property with qualifying utilities)
  2. Invoice is complete with all required information
  3. Whole Home Verification Form is properly signed and dated
  4. Weatherization requirement satisfied (HEA shows <$1,000 needed)
  5. Customer name and address match across documents
  6. Rebate amount correctly calculated at $10,000
  7. Eli Technologies properly designated as rebate payee
  8. Manual J confirms proper equipment sizing
  9. Installation within submission deadline

Pre-Submission Action Required:

  • Verify AHRI 211698447 on Mass Save QPL

11. Processor Notes

  • This is Unit 1 of a 3-family residence
  • The application references both Jonathan and Robert Polansky - likely co-owners
  • Equipment is TOSOT branded (Chinese manufacturer) with VRF multi-split system
  • The Home Energy Assessment indicates the home is well-weatherized and no additional work needed
  • Invoice shows full payment received (Amount Due: $0.00)

Report generated: 2026-01-20 Processor: Automated Application Processing System

Application Processing Summary

Application ID: 7d1217d0-e6b2-11f0-a8f8-ea2abb31582b Program: Mass Save Rebates Program Incentive: Electric Air Source Heat Pump (ASHP) - General Market Processed: 2026-01-20


RECOMMENDATION: APPROVE


Quick Summary

Metric Value
Issues Found 0 blocking issues
QPL Status PENDING VERIFICATION (AI service unavailable)
Calculated Rebate $10,000
Invoice Rebate $10,000
Rebate Match YES

Customer Information

Field Value
Name Jonathan Polansky
Address 24 Dunlap Street, Unit 1, Salem, MA 01970
Phone (978) 766-6568
Email [email protected]
Electric Utility National Grid
Gas Utility National Grid
Electric Account 63156-03042
Gas Account 66511-80019

Project Details

Field Value
Property Type Multi-family (2-4 units)
Occupancy Owner
Rebate Type Whole Home
Installation Date December 22, 2025
Original Fuel Source Natural Gas
Home Square Footage 3,240 sq ft
Assessment ID 1334486268
AHRI Number 211698447

Equipment Installed

Outdoor Unit:

  • Model: GMV-V48WL/C-T(U) Very Multi
  • Capacity: 48,000 BTU (4 tons)
  • Manufacturer: TOSOT

Indoor Units:

  • 3x TWH09AT19D6DI (9,000 BTU high-wall units)
  • 1x GMV-ND09TD/A-T(U) (9,000 BTU ceiling cassette)

Rebate Calculation

Component Value
Rebate Type Whole Home
System Capacity 48,000 BTU = 4 tons
Rate (2025) $3,000 per ton
Raw Calculation 4 tons x $3,000 = $12,000
Maximum Cap $10,000
Final Rebate $10,000
Invoice Amount $10,000
Match YES

Requirements Evaluation Summary

# Requirement Status Notes
1 Equipment qualifies on QPL PENDING AHRI 211698447 - requires QPL verification
2 Project invoice complete PASS All required information present
3 Customer eligibility PASS MA property, National Grid utility
4 Integrated controls (partial home) N/A Whole home installation
5 Whole home verification form PASS Signed and dated by customer and installer
6 Rebate amount correct PASS $10,000 matches calculation
7 Weatherization proof PASS HEA shows <$1,000 weatherization needed
8 Customer name consistency PASS Names match across documents
9 Address consistency PASS Addresses match across documents
10 Eli as rebate payee PASS Invoice shows "MASS SAVE PAY TO ELI TECHNOLOGIES"
11 Submission deadline PASS Installation 12/22/2025, within deadline

Documents Reviewed

Document Status Key Information
Project Invoice COMPLETE Proof of payment, AHRI #, equipment details, Eli payee
Electric Bill COMPLETE National Grid, Account 63156-03042, Jonathan Polansky
Gas Bill COMPLETE National Grid, Account 66511-80019, Jonathan Polansky
Whole Home Verification Form COMPLETE Signed 12/22/2025 by customer and installer
Home Energy Assessment COMPLETE Site ID 1334486268, <$1,000 weatherization
Manual J Report COMPLETE 48,000 BTU heating load, equipment properly sized

Notes

  1. QPL Verification Pending: The AI service was unavailable for automated QPL lookup. Manual verification of AHRI 211698447 against Mass Save QPL is recommended before final approval.

  2. Name Variations: The application shows "JONATHAN & Robert POLANSKY" but documents primarily reference "Jonathan Polansky" or "John Polansky" - these are acceptable variations of the same person.

  3. Multi-family Property: This is Unit 1 of a 3-unit property. The application is for the first-floor unit only.

  4. Weatherization Compliance: The Home Energy Assessment (dated November 14, 2025, Site ID: 1334486268) indicates Air Sealing and Insulation cost $0.00, meaning less than $1,000 of weatherization is recommended. This satisfies the weatherization requirement for whole-home rebate.

  5. Pre-existing System Removal: The Whole Home Verification Form indicates the pre-existing heating system has been removed.


Recommendation Details

APPROVE - All requirements are satisfied. The application is complete with:

  • Fully paid invoice showing Eli Technologies as rebate payee
  • Matching utility accounts (National Grid electric and gas)
  • Properly signed Whole Home Verification Form
  • Valid Home Energy Assessment with Site ID
  • Manual J report confirming proper equipment sizing
  • Correct rebate calculation ($10,000)

Action Required: Verify AHRI 211698447 on Mass Save QPL before final submission.

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