Equipment & Reimbursement Requirements – ACES

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Eligible Equipment Requirements

To be eligible for a rebate through the ACES program, heat pumps must meet the following specifications. The cold climate specifications are aligned with the ENERGY STAR cold climate heat pump requirements found here. The specifications below are minimum requirements. We strongly recommend installing a heat pump with higher performance standards that maintains 100% heating capacity at 5°F. If you have questions about heat pump performance or specifications, please reach out to aces@akheatsmart.org or talk with your contractor. 

Minimum Cold Climate Requirements

Product TypeSpecifications
Heat Pump Split Systems (ductless)– HSPF2 ≥ 8.5
– COP at 5°F ≥ 1.75
– Percent of heating capacity at 5°F ≥ 70% of that at 47°F
– Output capacity that drops below 0°F 
Heat Pump Split Systems (ducted)– HSPF2 ≥ 8.1
– COP at 5°F ≥ 1.75
– Percent of heating capacity at 5°F ≥ 70% of that at 47°F
– Output capacity that drops below 0°F 

Other Program Requirements 

  • A whole house surge protector or a heat pump surge protector must be installed by either a heat pump installer, an electrician, or your local electric utility. 
  • A drain pan heater is required in all heat pump installations. 
  • Heat pumps must be protected and registered under the manufacturer’s parts warranty.

If you would like to install an air to water or ground source system, please email the specifications to aces@akheatsmart.org for review.

Download a PDF of the Eligible Equipment Requirements here.


Reimbursement Requirements

The ACES program has specific reporting requirements to ensure heat pump installations meet all of the program requirements. ACES rebate recipients will be required to turn in a ‘reimbursement packet’ to confirm the heat pump installation and receive their rebate. Contractors and residents will work together to compile the reimbursement packet. The packet will include the following:

  • Signed installation checklist – the heat pump installer will complete this form during or after each installation.
  • Required Photos
    • Outdoor Unit
    • Indoor Unit
    • Name plate (this can usually be found on the back side of the outdoor unit)
    • Picture of the home, including the house number 
  • Final project invoice, marked ‘paid’, that includes the following information:
    • Name of the company who installed/wired the heat pump
    • Address of the home
    • Name of the customer
    • Date of the project
    • Description of work completed
    • Total price
  • Completed W9 Form and ACH form
    • Only submit the ACH form if you would like a direct deposit
    • This is the responsibility of the ACES rebate recipient

A Reimbursement Packet Checklist can be downloaded here.

Invoice Example

All of the information in red is required to be on both heat pump installation and electrical invoices (heat pump model number does not need to be included on an electrical invoice). Right click to enlarge the image. 

example invoice that shows what information is required to be on invoices with red arrows and text.

This project has been funded wholly or in part by the United States Environmental Protection Agency under assistance agreement #84101201 to Southeast Conference (SEC). The contents of this document do not necessarily reflect the views and policies of the Environmental Protection Agency, nor does the EPA endorse trade names or recommend the use of commercial products mentioned in this document.