Building Management Systems (BMS) & Controls Incentives

1. Determine Your Eligibility
   Work with a building controls vendor to discuss your BMS project and determine eligibility. All building control systems require pre-approval from your Program Sponsor(s) prior to implementation. If you or your vendor have any questions regarding project eligibility, please contact your Program Sponsor.
   
   For subscription-based system control products, if the product has not been previously submitted, please submit these products to the Massachusetts Technology Assessment Committee for review prior to applying for prescriptive incentives. To be considered eligible for prescriptive subscription system-based control incentives, the products must provide centralized control and monitoring of all system points, allow for trend data collection, and provide additional sequences of operation beyond scheduling and optimal start-stop.
2. Receive Pre-Approval from Your Program Sponsor(s)
   Prior to installation of BMS, submit a completed application, Prescriptive BMS Calculator (which calculates the savings and incentives), and proposed sequence(s) of operation to your Program Sponsor(s) for pre-approval. If the project is served by a gas and electric Program Sponsor and the calculator indicates gas and electric savings, all documentation must be submitted to both Program Sponsors to receive the full incentive. 
   Once Program Sponsor review of the required documentation is completed (which may include a pre-installation site visit), a pre-approval letter will be issued.
3. After Installation is Completed
   Once the BMS installation has been completed, notify your Program Sponsor(s) and provide the final required documentation, including application with post-installation signatures, Prescriptive BMS Calculator (if changed from pre-approval), final control drawings indicating equipment, final Sequences of Operation, the trend data report(s), system screenshots (as system is operating) and final invoice. Incomplete applications or missing information may delay processing.
   
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For a full list of eligibility requirements, please reference the rebate form.

• Must be providing control to a building area larger than 5,000 square feet and less than 300,000 square feet. Process and lab loads are not eligible for incentives under this prescriptive application but may be eligible for custom incentives.
• Must be an existing customer of Berkshire Gas, Cape Light Compact, Eversource, Liberty Utilities, National Grid, or Unitil.
• All building control systems require pre-approval from your Program Sponsor(s) prior to implementation. Some projects may require pre-inspection.
• Only the installation of a new BMS on existing equipment, the replacement of an existing system greater than 15 years old, or the expansion of an existing system to control or optimize existing equipment is eligible for incentives. BMS must be installed in an existing building on existing equipment. The replacement of an operating BMS on equipment less than 15 years old is not eligible for incentives. The installation of building controls on new equipment is not eligible for incentives.
• To qualify for incentives, the BMS or subscription-based product adding or optimizing sequences of operation to building systems shall include a central operator's station with a central processing unit, PC (local or remote), and monitor. The operators’ station shall be capable of monitoring all sensors and field devices in real time and provide the necessary trend data to verify the sequences of operation being implemented or optimized.

• Trend data and screenshots are required to verify that implemented sequences align with design expectations. Trends and screenshots must be collected as specified in the project verification section of this application and per the minimum requirements document (MRD).
• Subscription-based system control products must be reviewed by MTAC prior to applying for a prescriptive incentive.

• A BMS should include a central operator's station including a central processing unit, PC (local or remote), monitor, and printer. The operator's station should be capable of monitoring all sensors and field devices in real time. Communications shall be via modem, communications bus, wireless device, or internet connection to other microprocessor-based field services.
• Once controls project is approved, install within one year.