Can I sign the application electronically?

Yes. Electronic signatures are generally valid under the federal ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided the e-signature demonstrates intent, signer attribution, consent to transact electronically, and the record can be retained and reproduced.

Are there circumstances where e-signatures are not accepted?

Yes. Some documents or program-specific forms may require original ink signatures or notarization; utility program rules and exceptions (for example for certain court or government filings) should be confirmed with the program administrator.

What happens if an inspection fails?

A failed inspection typically requires corrective work and reinspection; incentive payment is withheld until compliance is verified. Document the corrective actions and resubmit required forms or photos as directed by the utility.

Do I need a notary for the application?

Most Mass Save applications do not require notarization. If a form explicitly requests notarization or the applicant seeks to add a notarized affidavit, use an in-person notary or an approved RON process if the state and program permit it.

How long until the incentive is paid?

Timing varies by program and inspection schedules; after verification and approval, payment processing may take several weeks. Keep copies of confirmation numbers and inspection reports to accelerate inquiries about status.

Who should I contact for program rules or disputes?

Contact the administering utility or Mass Save program office listed on the application for rule clarification or dispute resolution. Maintain a complete file of all submitted documents and communications for reference.

Electronic Signature
Templates
Miscellaneous
Energy Efficiency Mass Save Application

Energy Efficiency Mass Save Application

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

ENERGY EFFICIENCY MASS SAVE APPLICATION

Program: Application Date:

Applicant Information

Applicant Name Account Number (if applicable) Service Address Mailing Address (if different)

Phone: Email:

Applicant Type

Individual Business Nonprofit Government

Project / Scope of Work

Describe the proposed energy efficiency measures, equipment, and work to be performed. Include model numbers, quantities, and locations on site below.

Expected Project Start Date: Estimated Completion Date:

Measures / Equipment (select all that apply)

LED Lighting Insulation / Air Sealing Heat Pump HVAC Upgrade ENERGY STAR Appliances Weatherization

Other measures (describe)

Contractor / Installer Information

Contractor / Company Name License / Certification Number

Contractor Phone: Contractor Email:

Contractor Address

Estimated Costs & Incentives

Estimated Total Project Cost: $ Requested Program Incentive: $

Proposed Payment Schedule

Late Payment Fee:

Consent, Certifications and Releases

By signing below, Applicant certifies that the information provided in this application is true and complete to the best of Applicant's knowledge. Applicant authorizes the program administrator and the applicable utility to access prior and future energy usage data for the Service Address for the purposes of eligibility verification, savings estimation, program evaluation and post-installation measurement and verification. Applicant further consents to on-site inspection by authorized representatives to confirm equipment installation and compliance.

Applicant acknowledges that incentives are contingent upon verification of installed measures, and that incentive approval does not substitute for compliance with building codes, permit requirements, or manufacturer installation instructions. Applicant agrees to cooperate with all required verifications and permit processes.

Authorization to Release Incentive to Contractor

Yes, assign incentive to contractor No, send incentive to Applicant

Privacy, Confidentiality and Records

Applicant understands that personal information and energy usage data provided with this application will be used for program administration and evaluation. Program administrator agrees to maintain confidential those elements of Applicant information that are not required to be disclosed by law, and will use reasonable administrative safeguards to protect such data. Applicant consents to aggregate, de-identified use of project data for research and reporting.

Terms and Governing Provisions

Applicant accepts responsibility for payment of any costs not covered by program incentives. Program administrator makes no warranty, express or implied, regarding the energy savings, performance, or suitability of installed equipment. Applicant agrees to indemnify and hold harmless the program administrator and the utility from claims arising from Applicant's negligence or failure to obtain required permits.

Governing Law: This Application and any subsequent incentive agreement shall be governed by the laws of the state in which the Service Address is located, without regard to conflicts of law principles.

Entire Agreement: This Application, together with any approval notification and any attachment incorporated herein, constitutes the entire agreement between Applicant and the program with respect to the subject matter and supersedes all prior communications and understandings, whether written or oral.

Attestation

I attest under penalty of law that I am the account holder or authorized representative of the account for the Service Address; that the measures described are true and accurate; and that I will comply with the program terms and applicable laws. I understand that false statements may subject me to penalties.

Printed Name:

Signature:

Date:

Overview: What the Energy Efficiency Mass Save Application Is

The Energy Efficiency Mass Save Application is the standardized form used to request incentives, rebates, or technical services through Mass Save and participating utility programs in Massachusetts. It documents applicant identity, property and utility account details, the scope of proposed energy-efficiency measures, contractor information, and required pre- and post-installation inspections. Submissions may be made through utility portals, by authorized contractors, or by mail where specified. The application initiates eligibility review, incentive calculation, and inspection scheduling prior to payment or rebate issuance.

Why this application matters for projects and incentives

Completing the Energy Efficiency Mass Save Application accurately ensures eligibility for program incentives, documents pre-work conditions for inspections, and creates an auditable record that supports payment. It also aligns the project with program technical requirements and safety reviews and helps utilities track energy savings. For electronic submissions, ESIGN and state e-signature laws generally permit enforceable electronic records and signatures when the four legal validity elements are met (intent, consent, attribution, retention).

Who typically completes or signs a Mass Save application

The application is completed by the property owner, authorized agent, or a participating contractor acting with the owner's consent.

Residential homeowner submitting for weatherization or appliance rebates on a single-family property.
Licensed contractor or energy auditor preparing documentation and scheduling inspections on behalf of the owner.
Property manager or building engineer applying for multi-unit or commercial incentives for building upgrades.

Each signer must have authority to represent the property; contractor submissions typically require contractor license numbers and documented owner authorization.

Core components of a professional Mass Save application

A complete application organizes identification, project scope, technical details, contractor credentials, estimated savings, and signatures so reviewers can verify eligibility quickly.

Applicant Info

Full legal name, service address, mailing address, utility account number, and primary contact for review and scheduling.

Project Scope

Clear description of measures, equipment makes/models, quantities, locations, and whether work is new installation, replacement, or retrofit.

Contractor Details

Contractor name, license or certification numbers, contact information, and a statement of responsibility for code compliance.

Pre/Post Inspection

Schedule and document pre-installation site conditions and post-installation verification required for incentive payment.

Cost & Incentive

Itemized project cost, requested incentive amounts or estimated rebate, and any matching funds or third-party financing.

Signatures

Signed and dated authorization from the property owner and the installing contractor, with contact details for follow-up.

Required information at a glance

Applicant Name: Full legal name

Service Address: Street, city, state, ZIP

Utility Account: Account number

Contractor Info: License and contact

Project Summary: Measures and models

Authorization: Owner signature/date

Step-by-step: Submitting the Mass Save application

Follow these sequential steps to prepare, submit, and track an application so the utility can process the request without routine delays.

01

Start Online: Open the utility or Mass Save portal and choose the correct program application.
02

Complete Fields: Enter applicant, property, and project details; double-check account numbers.
03

Attach Docs: Upload contractor credentials, equipment spec sheets, and cost estimates.
04

Sign & Submit: Sign electronically or physically, then submit and note the confirmation number.

How the application flows from submission to payment

A typical processing sequence moves the submission through eligibility check, inspection scheduling, verification, and payment authorization.

Eligibility Check: Program staff verify account and measure eligibility.
Inspection Scheduling: A pre- or post-install inspection is arranged when required.
Verification: Install documentation and inspection findings are reviewed.
Payment: Incentive issued by check or electronic payment after approval.

Digital submission and file format requirements

Most utilities accept online uploads in common formats; ensure attachments are legible and complete before submission.

File Formats: PDF, DOCX, JPEG, PNG
Integrations: Google Drive, Box, NetSuite supported
Authentication: Email, SMS, or stronger MFA

Common eSignature vendor comparison for processing applications

Comparison of typical entry-level pricing and basic capabilities for common eSignature providers used to collect and manage signed applications.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Key penalties and compliance risks to avoid

Incentive Forfeiture: Loss of rebate for noncompliant installations

Inspection Failure: Denial of payment pending corrective work

Incorrect Data: Delays due to mismatched account or owner names

Tax Reporting Risk: Mis-reporting may trigger IRS information penalties

I-9 Violations: Employment verification fines if applicable

Unauthorized Signature: Contracts voided if signer lacked authority

Common timing checkpoints and submission windows

Timelines vary by program; observe sequencing to preserve eligibility and request inspections promptly.

Before Work Begins:

Submit application prior to starting work when required by the program

Application Review:

Utilities typically confirm eligibility within several business days

Inspection Scheduling:

Schedule pre/post inspections as directed to avoid payment delays

Incentive Reservation:

Some programs reserve funding for a limited period; respond to requests promptly

Final Claim Submission:

Provide final invoices and inspection reports per utility instructions

Practical tips for accurate, efficient completion

Apply these quality-control steps to reduce back-and-forth, speed approval, and preserve incentive eligibility.

Confirm Utility Account Details

Verify the utility account number and service address directly from the most recent bill before entering data. Incorrect account numbers are a leading cause of eligibility delays and require manual reconciliation by program staff.

Attach Complete Documentation

Include manufacturer spec sheets, contractor invoices, and any pre-existing condition photos. Complete attachments reduce requests for supplemental information and speed inspection clearance.

Use Standardized Models

Where available, use utility-provided application templates or contractor portals to ensure required fields and supporting documents are submitted in the expected format.

Record Consent and Authorization

Ensure the owner explicitly authorizes contractor submissions and signings. Maintain a dated authorization to resolve any future disputes about project approval or billing.

Real-world scenarios illustrating typical applications

Two representative examples show how applicants and contractors typically interact with the Mass Save application process.

Residential Retrofit

A homeowner requests attic insulation and a boiler replacement and completes the application online.

Contractor uploads equipment spec sheets and license.
After inspection confirms installation, the utility issues the approved incentive and documents are retained for audit and warranty purposes.

Multifamily Upgrade

A property manager applies for common-area lighting and HVAC improvements across a five-unit building.

Energy auditor provides projected savings and scope.
Post-install verification validates performance, and the program processes a bulk incentive to the property owner.

Who signs and approves the application

Homeowner — Applicant

The homeowner is the primary signer for residential projects. They must confirm ownership or authorized management rights, provide an accurate utility account number, and sign consent for contractor access and inspections.

Contractor — Installer

The licensed contractor or certified installer signs to confirm scope of work, supply license information, and certify that installations meet applicable codes and program specifications.

Common mistakes that slow or block approval

Entering an incorrect utility account number prevents automatic eligibility checks and triggers manual review.
Uploading unreadable invoices or spec sheets causes request-for-information delays and inspection rescheduling.
Failing to sign owner authorization leaves contractor submissions invalid and can void incentive eligibility.
Starting work before application approval risks incentive denial for projects not preapproved by the program.

Frequently asked questions about the application and eSigning

Answers to common questions about eligibility, e-signatures, required documentation, and what to expect during review and inspection.

Need help? Contact support

Can I sign the application electronically?
Yes. Electronic signatures are generally valid under the federal ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided the e-signature demonstrates intent, signer attribution, consent to transact electronically, and the record can be retained and reproduced.
Are there circumstances where e-signatures are not accepted?
Yes. Some documents or program-specific forms may require original ink signatures or notarization; utility program rules and exceptions (for example for certain court or government filings) should be confirmed with the program administrator.
What happens if an inspection fails?
A failed inspection typically requires corrective work and reinspection; incentive payment is withheld until compliance is verified. Document the corrective actions and resubmit required forms or photos as directed by the utility.
Do I need a notary for the application?
Most Mass Save applications do not require notarization. If a form explicitly requests notarization or the applicant seeks to add a notarized affidavit, use an in-person notary or an approved RON process if the state and program permit it.
How long until the incentive is paid?
Timing varies by program and inspection schedules; after verification and approval, payment processing may take several weeks. Keep copies of confirmation numbers and inspection reports to accelerate inquiries about status.
Who should I contact for program rules or disputes?
Contact the administering utility or Mass Save program office listed on the application for rule clarification or dispute resolution. Maintain a complete file of all submitted documents and communications for reference.

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