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Energy Savings Mass Save Documents

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ENERGY SAVINGS AGREEMENT — MASS SAVE DOCUMENTS

Parties

Recitals

WHEREAS, Customer is the owner or authorized occupant of the premises located at (the "Premises") and seeks to implement energy efficiency measures that may qualify for incentives under the Mass Save program and related utility-administered energy efficiency initiatives.

WHEREAS, Contractor is engaged in the business of providing energy efficiency services and represents that it possesses the requisite training, certifications, licenses and program qualifications to install, service and verify energy-saving measures at the Premises; and

WHEREAS, the Parties desire to set forth the terms under which Contractor will perform the work described below and Customer will pay for such work and cooperate with program requirements.

Scope of Work

Contractor shall provide labor, materials, equipment and services necessary to perform the energy savings measures at the Premises. Specific tasks, equipment specifications, expected energy savings and acceptance criteria shall be described below.

Payment Terms

The total contract price for the Scope of Work shall be $. Payment shall be made in accordance with the schedule set forth below.

Invoices are due and payable within days of invoice receipt. Late payments shall incur a late fee of on the unpaid balance, compounded monthly to the maximum extent permitted by law.

Incentives and rebates provided by the Mass Save program or other third-party sources shall be applied as follows:

Assign incentives to Contractor as payment toward the contract price.

If incentives are assigned to Contractor, estimated incentive amount: $. Final incentive amounts are subject to program verification and may be applied upon receipt by Contractor.

Term and Termination

This Agreement commences on the Start Date: and, unless earlier terminated in accordance with this Agreement, expires on the End Date: .

Either Party may terminate this Agreement for convenience upon providing written notice at least days prior to termination. Either Party may terminate for material breach if the breaching Party fails to cure such breach within 30 days after receipt of written notice specifying the breach.

Upon termination, Contractor shall be entitled to payment for services performed and materials properly procured up to the effective date of termination, subject to setoffs for defects, nonconformance or unfulfilled obligations.

Confidentiality

Each Party shall treat as confidential all non-public information disclosed by the other Party in connection with this Agreement, including but not limited to technical, financial and energy consumption data ("Confidential Information"), and shall not disclose such information to any third party except as required by law or as necessary to perform the Scope of Work. Confidential Information does not include information that (i) is or becomes generally available to the public other than as a result of a breach of this Agreement, (ii) was rightfully in the receiving Party's possession prior to disclosure by the disclosing Party, or (iii) is independently developed by the receiving Party without use of the disclosing Party's Confidential Information.

Indemnification and Liability

Contractor shall indemnify, defend and hold harmless Customer from and against claims, liabilities, losses and expenses arising from Contractor's negligent acts, omissions or willful misconduct in performing the Scope of Work. Except for indemnification obligations and willful misconduct, neither Party shall be liable to the other for consequential, incidental or special damages. The Parties' aggregate liability for direct damages under this Agreement shall not exceed the Contract Price paid by Customer.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of , without regard to its conflicts of law principles.

Entire Agreement; Amendment

This Agreement, together with any attachments, exhibits and program forms executed by the Parties, constitutes the entire agreement between the Parties with respect to the subject matter hereof and supersedes all prior negotiations, understandings and agreements. No amendment or modification of this Agreement shall be effective unless in writing and signed by authorized representatives of both Parties.

Miscellaneous

If any provision of this Agreement is held invalid or unenforceable, the remaining provisions shall remain in full force and effect. Neither Party may assign this Agreement without the prior written consent of the other Party, except that Contractor may assign to an affiliate or to the extent necessary to effectuate financing, provided the assignee assumes Contractor's obligations hereunder.

Acknowledgement of Program Requirements

Customer acknowledges that certain work, incentive payments and final payments are contingent on program eligibility, inspections and verification by program administrators or their designees. Contractor shall cooperate with such verification activities and will provide documentation reasonably required by the program.

Signatures

Customer (Program Participant):

Printed Name:

By:

Date:

Contractor / Program Administrator:

Printed Name:

By:

Date:

Enter text✕

What the Energy Savings Mass Save Documents Cover

Energy Savings Mass Save Documents are the forms, contractor certifications, rebate applications, and verification records used to request, document, and confirm energy-efficiency measures under utility-sponsored programs such as Massachusetts’ Mass Save. Typical documents include pre-approval worksheets, proof-of-purchase invoices, equipment specifications, installation checklists, post-installation inspection reports, and contractor affidavits. These records establish eligibility for rebates and incentives, document measure performance, and serve as the administrative record for program audits and quality assurance.

Why these documents matter for projects and rebates

Accurate Energy Savings Mass Save Documents protect eligibility for rebates, speed processing, and create an audit-ready record. They clarify responsibilities among homeowners, contractors, and program administrators while supporting measurement and verification of installed measures.

Why these documents matter for projects and rebates

Who prepares and signs Energy Savings Mass Save Documents

Several parties commonly complete or sign these forms depending on the project and program role.

  • Homeowners and property managers — provide account details, sign attestations, and submit proof-of-purchase for rebate requests.
  • Licensed contractors or installers — complete installation fields, provide license numbers, and certify work met program specifications.
  • Program administrators and inspectors — review submissions, perform site verification, and approve or deny rebate payments.

Clear role assignments reduce processing delays and make it easier to respond to audit requests or follow-up inspections.

Core components of a complete submission

A professional Energy Savings Mass Save submission includes identity, measure details, verification evidence, and financial calculations — formatted to match program checklists and inspection requirements.

Applicant Information

Full account name, service address, utility account number, and contact details to match utility billing records and confirm program eligibility.

Measure Description

Detailed make/model, quantity, and efficiency ratings for installed equipment so the program can verify savings assumptions.

Contractor Certification

Installer name, business license or contractor ID, signature, and date to confirm work was performed by an authorized professional.

Proofs and Receipts

Itemized invoices, receipts, and photos of installed equipment and serial numbers to substantiate purchase date and installation.

Inspection Report

Pre- or post-installation checklist completed by a qualified inspector documenting compliance with program specifications and site conditions.

Rebate Calculation

Clear itemization of eligible costs, incentive rates, and total rebate requested so administrators can process payment accurately.

Step-by-step: completing and submitting your Mass Save paperwork

Follow this streamlined sequence to prepare a complete application and reduce processing time.

  • 01
    Gather documentation: Collect invoices, product specs, photos, and contractor license information.
  • 02
    Fill the application: Enter applicant and measure details carefully and match utility account data.
  • 03
    Attach proofs: Upload itemized receipts and installation photos in required formats.
  • 04
    Submit and track: Send the packet to the program and monitor for inspection or requests.

Digital submission flow for e-signed documents

Modern submissions follow a predictable digital workflow that captures intent, identity, and an audit trail for compliance.

  • Upload documents: Sender uploads forms and attaches receipts or photos.
  • Place fields: Add signature, date, and checkbox fields where required.
  • Signer authentication: Signers authenticate by email link, SMS code, or stronger methods when required.
  • Completed packet: Signed PDF and audit trail are stored for program review.

Recommended digital workflow settings

Configure your eSubmission workflow to capture identity, consent, and necessary attachments before finalizing the packet.

Field Configuration
Signature Type Electronic signature with timestamp and audit trail
Authentication Email link or SMS code; use stronger methods for third-party authorizations
Attachments Require PDF/JPEG receipts and installation photos
Notifications Automatic sender and signer email confirmations

Technical requirements and formats for eSubmission

Use a platform that supports PDF and DOCX uploads, audit trails, and common integrations to simplify routing and recordkeeping.

  • File formats: PDF and DOCX preferred; JPEG/PNG for photos
  • Integrations: Support for Google Workspace, Microsoft 365, and cloud storage
  • Security: TLS in transit and AES-256 at rest

Ensure the chosen platform provides an immutable audit trail and basic signer authentication to meet program and audit expectations.

Representative eSignature vendor pricing and capabilities

This table compares basic pricing and core features for common eSignature providers; signNow is listed first per platform comparison conventions.

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 No No Yes, limited Yes, limited
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Practical tips to prevent delays and rejections

Apply these practices when assembling Energy Savings Mass Save Documents to streamline approval and minimize follow-up requests.

Verify account linkage
Confirm the utility account number and service address match the utility’s billing records before submission to avoid eligibility checks failing.
Use itemized receipts
Provide detailed invoices showing unit prices, model numbers, and installation labor; generic receipts often require additional documentation.
Capture installation photos
Photograph serial numbers and installation location immediately after installation; timestamped photos reduce inspection ambiguity.
Record installer credentials
Include contractor license numbers and contact details so program administrators can validate installer authorization quickly.

Frequent errors that slow processing

  • Incomplete or missing utility account numbers that prevent eligibility checks and trigger manual follow-up.
  • Vague product descriptions lacking model numbers, which force inspectors to request additional proof-of-purchase.
  • Unsigned contractor certifications or missing license data that delay verification of qualified installers.
  • Low-quality photos or absent serial numbers that prevent confirmation of installed equipment and serial tracking.

Consequences of inaccurate or fraudulent submissions

Rebate Denial: Application rejected; no payment
Repayment Claim: Program may demand returned funds
Program Audit: Additional documentation and inspection required
Contractor Sanctions: Loss of program eligibility for installers
Processing Delays: Payments deferred until issues resolved
Legal Exposure: Potential civil penalties for fraudulent claims

Common questions and answers about Energy Savings Mass Save Documents

Answers below address signing, submission format, authentication, corrections, and recordkeeping for typical program scenarios.


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