Application Record: f33ccea2-e5ff-11f0-a8f8-ea2abb31582b

Program: Mass Save Rebates Program/Electric Air Source Heat Pump (ASHP) - General Market Status: ISSUE_FOUND (Contractor) / PENDING (Program) Created: 2025-12-31T04:19:50.870Z

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1. Application Overview

Field	Value
Application ID	f33ccea2-e5ff-11f0-a8f8-ea2abb31582b
Project ID	f337cf02-e5ff-11f0-a8f8-ea2abb31582b
Claim ID	fd3b93af-e5ff-11f0-a8f8-ea2abb31582b
Entity Type	STANDARD
Created At	2025-12-31T04:19:50.870Z
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

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2. Organization / Contractor

Field	Value
Organization Name	Affordable Ductless LLC
Organization Slug	affordable-ductless-llc

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3. Fact Space (Application)

{
  "building": {
    "units": [],
    "address": {
      "city": "New Bedford",
      "line1": "614 County St",
      "line2": "Apt 2",
      "state": "Massachusetts",
      "zipcode": "02720",
      "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": "9412964354",
      "lastName": "Dolce ",
      "firstName": "Marc",
      "isPrimary": true,
      "applicantType": "OTHER",
      "mailingAddress": {
        "city": "New Bedford",
        "line1": "614 County St",
        "line2": "Apt 2",
        "state": "MA",
        "zipcode": "02720"
      },
      "householdIncome": 0
    }
  ]
}

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4. Project Data

{
  "email": "[email protected]",
  "last_name": "Dolce ",
  "first_name": "Marc",
  "upgrade_measures": [
    "Heat Pump Heating & Cooling"
  ],
  "customer_address_line_1": "614 County St",
  "customer_address_line_2": "Apt 2"
}

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5. Form Responses

5.1 create-job-form

• Form Slug: create-job-form
• Form Version: 2024-05-06
• Evidence ID: f34a2a5f-e5ff-11f0-a8f8-ea2abb31582b

{
  "email": "[email protected]",
  "phone": "9412964354",
  "flowPath": "DIRECT_CLAIMS",
  "last_name": "Dolce ",
  "first_name": "Marc",
  "customer_city": "New Bedford",
  "customer_state": "MA",
  "upgrade_measures": [
    "Heat Pump Heating & Cooling"
  ],
  "customer_zip_code": "02720",
  "customer_address_line_1": "614 County St",
  "customer_address_line_2": "Apt 2"
}

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5.2 create-screener-form

• Form Slug: create-screener-form
• Form Version: 2024-05-06
• Evidence ID: f39dc8ab-e5ff-11f0-a8f8-ea2abb31582b

{
  "email": "[email protected]",
  "phone": "9412964354",
  "last_name": "Dolce ",
  "first_name": "Marc",
  "customer_city": "New Bedford",
  "customer_state": "MA",
  "upgrade_measures": [
    "Heat Pump Heating & Cooling"
  ],
  "customer_zip_code": "02720",
  "customer_address_line_1": "614 County St",
  "customer_address_line_2": "Apt 2"
}

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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: fd590d59-e5ff-11f0-a8f8-ea2abb31582b

{
  "property_type": "multi_family_2_4",
  "customer_email": "[email protected]",
  "occupancy_type": "owner",
  "project_invoice": true,
  "ahri_number_ashp": "215735328",
  "gas_utility_bill": true,
  "customer_last_name": "Dolce ",
  "customer_first_name": "Marc",
  "gas_utility_provider": "eversource",
  "project_address_city": "New Bedford",
  "customer_phone_number": "9412964354",
  "electric_utility_bill": true,
  "installation_end_date": "2025-12-23",
  "rebate_type_mass_save": "whole_home",
  "project_address_line_1": "614 County St",
  "project_address_line_2": "Apt 2",
  "assessment_id_mass_save": "846936",
  "contractor_company_name": "Affordable Ductless LLC",
  "gas_bill_account_number": "73004928922",
  "contractor_contact_email": "[email protected]",
  "project_address_zip_code": "02720",
  "electric_utility_provider": "eversource",
  "total_home_square_footage": 2879,
  "designated_payee_mass_save": "eli",
  "contractor_contact_last_name": "Fleurant",
  "electric_bill_account_number": "74019319479",
  "area_served_by_equipment_sqft": "1439",
  "contractor_contact_first_name": "Pierre",
  "contractor_contact_phone_number": "508-818-7816",
  "contractor_mailing_address_city": "New Bedford",
  "mass_save_basic_rebate_criteria": "no",
  "contractor_mailing_address_state": "MA",
  "integrated_controls_manufacturer": "",
  "integrated_controls_model_number": "",
  "contractor_mailing_address_line_1": "209 Princeton st",
  "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": "02745",
  "weatherized_past_12_months_mass_save": "yes",
  "number_of_units_heated_cooled_mass_save": 1,
  "whole_home_heat_pump_verification_form_mass_save": true
}

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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.

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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)

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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.

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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

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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.

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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.

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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.

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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.

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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.

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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]

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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:

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7. Uploaded Documents

7.1 whole_home_heat_pump_verification_form_mass_save

• File: MD_Whole_Home_2-ee2de413.pdf
• S3 Path: f33ccea2-e5ff-11f0-a8f8-ea2abb31582b/contractor-employee/claim/MD_Whole_Home_2-ee2de413.pdf
• Local Path: /Users/richard/code/eli/incentives/trees/pr-review/domains/application-processing/data/downloads/serialized-applications/f33ccea2-e5ff-11f0-a8f8-ea2abb31582b/f33ccea2-e5ff-11f0-a8f8-ea2abb31582b/contractor-employee/claim/MD_Whole_Home_2-ee2de413.pdf
• Question Key: whole_home_heat_pump_verification_form_mass_save
• Status: EXTRACTION_COMPLETE

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7.2 project_invoice

• File: MD_Invoice_2-0d0a3941.pdf
• S3 Path: f33ccea2-e5ff-11f0-a8f8-ea2abb31582b/contractor-employee/claim/MD_Invoice_2-0d0a3941.pdf
• Local Path: /Users/richard/code/eli/incentives/trees/pr-review/domains/application-processing/data/downloads/serialized-applications/f33ccea2-e5ff-11f0-a8f8-ea2abb31582b/f33ccea2-e5ff-11f0-a8f8-ea2abb31582b/contractor-employee/claim/MD_Invoice_2-0d0a3941.pdf
• Question Key: project_invoice
• Status: EXTRACTION_COMPLETE

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7.3 proof_of_weatherization_mass_save

• File: DOLCE_846936_1A_HLIF_Loan_Intake-48db3183.PDF
• S3 Path: f33ccea2-e5ff-11f0-a8f8-ea2abb31582b/contractor-employee/claim/DOLCE_846936_1A_HLIF_Loan_Intake-48db3183.PDF
• Local Path: /Users/richard/code/eli/incentives/trees/pr-review/domains/application-processing/data/downloads/serialized-applications/f33ccea2-e5ff-11f0-a8f8-ea2abb31582b/f33ccea2-e5ff-11f0-a8f8-ea2abb31582b/contractor-employee/claim/DOLCE_846936_1A_HLIF_Loan_Intake-48db3183.PDF
• Question Key: proof_of_weatherization_mass_save
• Status: EXTRACTION_COMPLETE

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7.4 gas_utility_bill

• File: MD_gas_2-3536daf0.pdf
• S3 Path: f33ccea2-e5ff-11f0-a8f8-ea2abb31582b/contractor-employee/claim/MD_gas_2-3536daf0.pdf
• Local Path: /Users/richard/code/eli/incentives/trees/pr-review/domains/application-processing/data/downloads/serialized-applications/f33ccea2-e5ff-11f0-a8f8-ea2abb31582b/f33ccea2-e5ff-11f0-a8f8-ea2abb31582b/contractor-employee/claim/MD_gas_2-3536daf0.pdf
• Question Key: gas_utility_bill
• Status: EXTRACTION_COMPLETE

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7.5 electric_utility_bill

• File: MD_2_electric-a6b7b9ae.pdf
• S3 Path: f33ccea2-e5ff-11f0-a8f8-ea2abb31582b/contractor-employee/claim/MD_2_electric-a6b7b9ae.pdf
• Local Path: /Users/richard/code/eli/incentives/trees/pr-review/domains/application-processing/data/downloads/serialized-applications/f33ccea2-e5ff-11f0-a8f8-ea2abb31582b/f33ccea2-e5ff-11f0-a8f8-ea2abb31582b/contractor-employee/claim/MD_2_electric-a6b7b9ae.pdf
• Question Key: electric_utility_bill
• Status: EXTRACTION_COMPLETE

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8. File Inventory

#	Filename	Question Key	Status
1	MD_Whole_Home_2-ee2de413.pdf	whole_home_heat_pump_verification_form_mass_save	EXTRACTION_COMPLETE
2	MD_Invoice_2-0d0a3941.pdf	project_invoice	EXTRACTION_COMPLETE
3	DOLCE_846936_1A_HLIF_Loan_Intake-48db3183.PDF	proof_of_weatherization_mass_save	EXTRACTION_COMPLETE
4	MD_gas_2-3536daf0.pdf	gas_utility_bill	EXTRACTION_COMPLETE
5	MD_2_electric-a6b7b9ae.pdf	electric_utility_bill	EXTRACTION_COMPLETE

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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

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Document generated: 2026-01-20T21:47:11.926Z Source: Eli Production Database + S3