Most rebate denials trace to missing paperwork or wrong project order — complete this before you buy equipment or sign install contracts.
What this checklist helps with
HEAR, HOMES, and utility rebates deny applications for predictable reasons: wrong project order, missing AHRI numbers, income docs submitted late, or equipment purchased before reservation IDs. This checklist applies in all states — confirm your portal status on our HEAR guide before you buy.
Safety notes
Rebate programs do not replace permits or licensed installation for gas, electrical, or refrigerant work. Keep manufacturer labels and serial photos for audit trails.
Common situations
- Heat pump rebate: verify AHRI certificate matches outdoor + indoor model pair on invoice.
- Panel upgrade before HPWH: utility account name must match deed for income-qualified HEAR tiers.
- Solar + roof: roof work may not qualify for HEAR equipment rebates — read program exclusions.
How to use it with RoofingHut tools
Print this page or save as PDF from your browser. Cross-link your photos and notes with our calculators — location-aware labor adjustments apply in all 50 states when you set state and ZIP in the header bar.
FAQs
Do I need a pre-installation energy audit?
Some HOMES paths require it — check your state row on the HEAR guide before scheduling equipment.
Can I stack utility and federal rebates?
Often yes, but basis rules interact — save itemized invoices and ask your tax preparer about ITC overlap.
Related guides
Before you apply
- Confirm your state HEAR/HOMES portal status (live vs waitlist)
- Utility account number and service address match deed
- Household income docs if program requires eligibility proof
- Planned equipment model numbers (AHRI-listed heat pumps, etc.)
- Contractor license and insurance on file for audit
Project sequencing
- Energy audit completed if program requires pre/post
- Roof and electrical scope locked before heat pump if panel upgrade needed
- Permit numbers for HVAC, plumbing, or electrical work
- Do not assume rebate until written approval or reservation ID
After approval
- Save invoices with line-item labor vs equipment split
- Retain manufacturer labels and serial photos
- File utility interconnection or permit final if solar involved
- Track payment timing vs program deadline