Heating & Cooling > HVAC Equipment Rebate Instructions

General Instructions

The primary point of contact between your company and the BGE HVAC Equipment Rebate Program should complete this application.

The application process will include the following steps:

Creating a user account for the online system, if you have not done so previously.
Creating contact records in the online system for yourself (if you have not done so previously) and the BGE customer for whom the equipment was installed.
Providing additional application information, including details about the equipment installed.
Reviewing and agreeing to the terms and conditions for program participation.
Uploading required supporting documentation including a copy of the customer invoice, AHRI certificates for the equipment, and a copy of the terms and conditions that has been signed by the customer for whom the equipment was installed.

Detailed instructions are provided below.

Create New Application – No Existing Account

1. Click “Begin Application” button

2. Click “Create Account” button

3. Enter Account information to create your user account for the online system. Please note the Email Address and Password used to create your account; after submitting your application you will have the ability to log in to your account using this information to review your application and check its current status.

Enter First and Last Name.
Enter an eMail Address to which messages about this application should be sent.
Enter N/A for Utility Account Number.
Choose a password and enter it into the Password and Repeat Password fields.
Select “Submit Information” button

4. Provide contact information for the Primary Contact. The primary contact is the individual who should be contacted with questions about the application.

Select a Contact Type of “Primary”.
For Name This Contact, enter HVAC Equipment Contractor.
Enter Contact First Name and Contact Last Name.
Enter your Company Name.
Leave Account Number blank.
Enter your company’s Address, City, State, and Zip.
Enter your Phone number. If desired, provide an alternate phone number in the Cell field and a fax number in the Fax field.
Enter the same E-mail Address used when creating your account. This is the e-mail address to which correspondence regarding the application will be sent. Failure to enter an e-mail address may result in delays processing your application should we need to contact you. (Messages sent by the system will come from the e-mail address contact@programprocessing.com. Please add this e-mail address to the approved contacts list for your e-mail program to ensure that e-mails sent by the system are not routed to your junk e-mail or spam folders.)
Leave Tax ID blank.
Select “Submit” button

5. Click Add New Contact to enter information about the customer for whom equipment was installed.

Select a Contact Type of “Premise”.
For Name This Contact, enter the customer name.
Enter customer’s first and last name in the Contact First Name and Contact Last Name fields.
Leave Company Name blank.
Enter the customer’s 10 digit BGE account number in the Account Number field. A valid account number must be provided to avoid delays processing the application.
Enter the Address, City, State, and Zip at which the equipment was installed.
Enter the customer’s Phone number. If desired, provide an alternate phone number in the Cell field.
Leave Fax blank.
If desired, enter the customer’s email address in the E-Mail field.
Leave Tax ID blank.
Select “Submit” button

6. On the Assign Application Contacts screen:

Select the HVAC Equipment Contractor entered in Step 4 from the Primary Contact drop down box.
Select the customer entered in Step 5 from the Premise Contact drop down box.
Select your company’s name from the Contractor drop down box.
Click Submit.

7. Enter information on the Your Application page. **PLEASE ENTER DATA IN ALL CAPS** The following bullets summarize the information that will be required in order to complete the application:

Customer Information section:
- Type of Service (electric, gas or gas & electric)
- House Type
- If House Type = ‘Other’, then If other, explain is required
Participating Contractor Information section
- Contractor Employee Name
Installed A/C or Heat Pump Information section
- If an A/C or Heat Pump was installed, then the following fields are required:
  - Existing Unit Replaced Is
  - A/C or Heat Pump
  - Install Date
  - Manufacturer
  - Condenser/Outdoor Unit Model #
  - Condenser/Outdoor Unit Serial #
  - Coil/Indoor Unit Model #
  - Coil/Indoor Unit Serial #
  - Tonnage
  - SEER
  - EER
  - HSPF (if applicable; if not leave blank)
  - AHRI Reference Number
  - TOTAL INCENTIVE
- If an existing unit was replaced, then Age of Existing System and Type of Existing Unit are required.
- If a second A/C or Heat Pump was installed, then the following fields within the SECOND EQUIPMENT INSTALLED section are required:
  - A/C or Heat Pump
  - Install Date
  - Manufacturer
  - Condenser/Outdoor Unit Model #
  - Condenser/Outdoor Unit Serial #
  - Coil/Indoor Unit Model #
  - Coil/Indoor Unit Serial #
  - Tonnage
  - SEER
  - EER
  - HSPF (if applicable; if not leave blank)
  - AHRI Reference Number
  - TOTAL INCENTIVE
Installed Gas Furnace Information section
- If a Gas Furnace was installed, then the following fields are required:
  - Existing Unit Replaced Is
  - Install Date
  - Manufacturer
  - Model #
  - Serial #
  - Capacity/BTU
  - AFUE
  - ECM or ICM (indicate Yes or No)
  - ECM or ICM Type (If Yes, select type from drop down menu)
  - AHRI Reference Number
  - TOTAL INCENTIVE
- If an existing unit was replaced, the Age of Existing System, Type of Existing Unit, and Is New Gas Furnace Installed on Existing Central A/C are required.
- If a second Gas Furnace was installed, then the following fields within the SECOND EQUIPMENT INSTALLED section are required:
  - Install Date
  - Manufacturer
  - Model #
  - Serial #
  - Capacity/BTU
  - AFUE
  - ECM or ICM (indicate Yes or No)
  - ECM or ICM Type (if Yes, select type from drop down menu)
  - AHRI Reference Number
  - TOTAL INCENTIVE
Payment Option section
- Please indicate who will be receiving the rebate
- Total Incentive Amount Requested

8. Check the “Yes” check box in the “SIGNATURES” section and Select Submit button

9. Following submittal, you will be forwarded to the Welcome page. This page will indicate that you have tasks to complete. Click the hyperlink under the Tasks header to access your application, from which you will upload required supporting documentation. Failure to upload the required supporting documentation will result in delays processing your application.

10. The Your Tasks screen will be displayed. Click the “?” icon in the Action column next to the ‘UPLOAD INVOICE’ task. This will open the Upload Files window.

11. Click on the “Browse” button. Navigate to the location of your Invoice, select the form, and click “Open”. This will cause the file path to be displayed in the File field.

12. Click “Upload” to upload the file.

13. After attaching a copy of the customer invoice, repeat steps 10-12 to upload the AHRI Certificate(s) and customer-signed Terms and Conditions. One AHRI Certificate must be uploaded for each piece of equipment installed.

14. When you are done, click the X in the upper right hand corner of the screen to close it.

15. Log out of the online system using the “LOG OUT” hyperlink or simply close your browser.

16. Following submittal, you may log back onto the system to check the status of your rebate in the Program Application Center. Here you can view submitted Applications, Tasks, & Messages. To review an application, click on the Applications Tab. Here you will see all applications you have submitted.

A status of Application Complete indicates that a rebate check has been mailed. The unique Project # assigned to your application is also displayed. If you have instructed that payment be made to the installation contractor, then this Project # will be referenced on the rebate check.

To view an application, click on the VIEW button.

17. Within the Manage Application window, you can select several tabs to view information about your specific application. The Messages tab will display any notes concerning your application. The Application tab will display a copy of your application. The Rebates tab will display the rebate value associated with your application once the application has reached a certain point in the review process.

Create New Application – Existing Account

1. Click “Begin Application” button

2. Enter the Email Address and Password provided when you initially created your account. (If you have forgotten your password, use the link below the login fields to retrieve it. This will cause the system to email you a new password. Please add the email address contact@programprocessing.com to the approved contacts list for your email program to ensure that you receive the email containing the new password. You may change your password after logging on by clicking the Edit Your Profile link at the top right of the Welcome tab within the Program Application Center.)

3. Click “Account Login” button

4. Once logged in, click the Apply Now menu item on the left side of the screen to start the application process, and then click Begin Now.

5. On the Assign Application Contacts screen, if you have not done so when entering a previous application click Add New Contact to enter contact information for the Primary Contact. The primary contact is the individual who should be contacted with questions about the application.

Select a Contact Type of “Primary”.
For Name This Contact, enter HVAC Equipment Contractor.
Enter Contact First Name and Contact Last Name.
Enter your Company Name.
Leave Account Number blank.
Enter your company’s Address, City, State, and Zip.
Enter your Phone number. If desired, provide an alternate phone number in the Cell field and a fax number in the Fax field.
Enter the same E-mail Address used when creating your account. This is the e-mail address to which correspondence regarding the application will be sent. Failure to enter an e-mail address may result in delays processing your application should we need to contact you. (Messages sent by the system will come from the e-mail address contact@programprocessing.com. Please add this e-mail address to the approved contacts list for your e-mail program to ensure that e-mails sent by the system are not routed to your junk e-mail or spam folders.)
Leave Tax ID blank.
Select “Submit” button

6. Click Add New Contact to enter information about the customer for whom equipment was installed.

Select a Contact Type of “Premise”.
For Name This Contact, enter the customer name.
Enter customer’s first and last name in the Contact First Name and Contact Last Name fields.
Leave Company Name blank.
Enter the customer’s 10 digit BGE account number in the Account Number field. A valid account number must be provided to avoid delays processing the application.
Enter the Address, City, State, and Zip at which the equipment was installed.
Enter the customer’s Phone number. If desired, provide an alternate phone number in the Cell field.
Leave Fax blank.
If desired, enter the customer’s email address in the E-Mail field.
Leave Tax ID blank. o Select “Submit” button

7. On the Assign Application Contacts screen:

Select the HVAC Equipment Contractor entered in Step 5 from the Primary Contact drop down box.
Select the customer entered in Step 6 from the Premise Contact drop down box.
Select your company’s name from the Contractor drop down box.

8. Enter information on the Your Application page. **PLEASE ENTER DATA IN ALL CAPS** The following bullets summarize the information that will be required in order to complete the application:

Customer Information section:
- Type of Service (electric, gas or gas & electric)
- House Type
- If House Type = ‘Other’, then If other, explain is required
Participating Contractor Information section
- Contractor Employee Name
Installed A/C or Heat Pump Information section
- If an A/C or Heat Pump was installed, then the following fields are required:
  - Existing Unit Replaced Is
  - A/C or Heat Pump
  - Install Date
  - Manufacturer
  - Condenser/Outdoor Unit Model #
  - Condenser/Outdoor Unit Serial #
  - Coil/Indoor Unit Model #
  - Coil/Indoor Unit Serial #
  - Tonnage
  - SEER
  - EER
  - HSPF (if applicable; if not leave blank)
  - AHRI Reference Number
  - TOTAL INCENTIVE
- If an existing unit was replaced, then Age of Existing System and Type of Existing Unit are required.
- If a second A/C or Heat Pump was installed, then the following fields within the SECOND EQUIPMENT INSTALLED section are required:
  - A/C or Heat Pump
  - Install Date
  - Manufacturer
  - Condenser/Outdoor Unit Model #
  - Condenser/Outdoor Unit Serial #
  - Coil/Indoor Unit Model #
  - Coil/Indoor Unit Serial #
  - Tonnage
  - SEER
  - EER
  - HSPF (if applicable; if not leave blank)
  - AHRI Reference Number
  - TOTAL INCENTIVE
Installed Gas Furnace Information section
- If a Gas Furnace was installed, then the following fields are required:
  - Existing Unit Replaced Is
  - Install Date
  - Manufacturer
  - Model #
  - Serial #
  - Capacity/BTU
  - AFUE
  - ECM or ICM (indicate Yes or No)
  - ECM or ICM Type (if Yes, select type from drop down menu)
  - AHRI Reference Number
  - TOTAL INCENTIVE
- If an existing unit was replaced, the Age of Existing System, Type of Existing Unit, and Is New Gas Furnace Installed on Existing Central A/C are required.
- If a second Gas Furnace was installed, then the following fields within the SECOND EQUIPMENT INSTALLED section are required:
  - Install Date
  - Manufacturer
  - Model #
  - Serial #
  - Capacity/BTU
  - AFUE
  - ECM or ICM
  - ECM or ICM Type (if Yes, select type from drop down menu)
  - AHRI Reference Number
  - TOTAL INCENTIVE
Payment Option section
- Please indicate who will be receiving the rebate
- Total Incentive Amount Requested

9. Check the “Yes” check box in the “SIGNATURES” section and Select Submit button

10. Following submittal, you will be forwarded to the Welcome page. This page will indicate that you have tasks to complete. Click the hyperlink under the Tasks header to access your application, from which you will upload required supporting documentation. Failure to upload the required supporting documentation will result in delays processing your application.

11. The Your Tasks screen will be displayed. Click the “?” icon in the Action column next to the ‘UPLOAD INVOICE’ task. This will open the Upload Files window.

12. Click on the “Browse” button. Navigate to the location of your Invoice, select the form, and click “Open”. This will cause the file path to be displayed in the File field.

13. Click “Upload” to upload the file.

14. After attaching a copy of the customer invoice, repeat steps 11-13 to upload the AHRI Certificate(s) and customer-signed Terms and Conditions. One AHRI Certificate must be uploaded for each piece of equipment installed.

15. When you are done, click the X in the upper right hand corner of the screen to close it.

16. Log out of the online system using the “LOG OUT” hyperlink or simply close your browser.

17. Following submittal, you may log back onto the system to check the status of your rebate in the Program Application Center. Here you can view submitted Applications, Tasks, & Messages. To review an application, click on the Applications Tab. Here you will see all applications you have submitted.

18. Within the Manage Application window, you can select several tabs to view information about your specific application. The Messages tab will display any notes concerning your application. The Application tab will display a copy of your application. The Rebates tab will display the rebate value associated with your application once the application has reached a certain point in the review process.

To view an application, click on the VIEW button.