| Tax Credit-Certified HVAC Technicians |
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| Information for Tax Credit Certified HVAC Technicians |
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Heat pump/AC and duct companies listed in 2009 with Residential Energy Tax Credit program must renew their listing for 2010. For full details, download the complete packet by clicking here.
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The Oregon Residential Energy Tax Credit (RETC) program provides incentives for most types of home heating systems.
Some equipment installed by a CCB-licensed heating or plumbing company qualifies for a RETC. Equipment list includes:
- Gas furnaces and boilers
- Air handlers (only when installed in conjunction with a hydronic heating system)
- High efficiency water heaters (primarily tankless and heat pump water heaters)
Oregon Department of Energy (ODOE) tax credit certified companies are required for the following home heating systems.
- Air source heat pumps and central AC systems
- Duct testing and sealing
- Ground source heat pumps
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RETC for Heating Contractors <PDF>
Summary of Tax Credit Requirements for HVAC Technicians
Oregon Residential Energy Tax Credit Required Paperwork for HVAC Applications
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| Premium Efficiency Heat Pump and Central Air Conditioning Systems |
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Qualifying HVAC equipment installations performed by an Oregon Department of Energy (ODOE) tax credit certified company are eligible for a Residential Energy Tax Credit. The companies conduct performance verification testing required to assure the system is operating at peak efficiency.
Oregon Department of Energy tax credit certified HVAC companies have access to the current RETC HVAC tax credit application.
Companies not listed on the ODOE Tax Credit Certified do not have access to the current RETC application.
http://www.oregon.gov/ENERGY/CONS/RES/tax/HVAC-Technicians.shtml
Companies that want to qualify for the ODOE tax credit certification must fulfill the following requirements:
- Employ one or more technician(s) certified with
- Performance Tested Comfort System (PTCS) program
- Proctor Engineering, CheckMe, certified technicians are automatically certified by PTCS
- Complete the Application for HVAC Company Tax Credit Listing
- Two or more of your key personnel must participate in ODOE Tax Credit Procedures update, through telephone conferencing.
- Key staff includes, but is not limited to: Office manager, Sales manager, Installation manager, and General Manager
- Annual Renewal required for ODOE Tax Credit Certified Companies 30 days before current certification expires, January 1, of the following year.
Technician Training: PTSC Program and other trainers regularly offer training for duct seal and duct testing.
The Oregon Department of Energy does not offer training for HVAC systems.
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Application for HVAC Company Tax Credit Listing
Premium Efficiency Heat Pump & Central AC Information
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| Heat Pumps and AC Systems for Businesses & Rental Property |
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Business Energy Tax Credit (BETC) applications are required for Rental and Commercial properties installing high efficiency HVAC systems.
- BETC application process requires pre-approval before a project starts
- BETC does not require a Tax credit-certified technician to field verify installations; however, BETC staff will conduct random inspections
Business Energy Tax Credit program
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| Premium Efficiency Duct Systems |
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Oregon Department of Energy (ODOE) tax credit certified companies (TCC) are qualified to install forced air duct systems for the Residential Energy Tax Credit (RETC).
- ODOE TCC verify the efficiency of the ducts using Performance Tested Comfort System (PTCS) and specifications
- ODOE TCC HVAC companies have access to the current RETC Duct Systems tax credit application
- ODOE TCC will send the qualifying application to Energy Trust for verification.
Companies without access to 2010 RETC applications should check the ODOE 2010 Tax Credit Certified List(http://www.oregon.gov/ENERGY/CONS/RES/tax/HVAC-Technicians.shtml)
Companies that want to qualify with the Oregon Department of Energy (ODOE) as tax credit certified, must fulfill the following requirements:
- Employ one or more technician(s) certified with Performance Tested Comfort System (PTCS) program (Proctor Engineering, CheckMe-certified technicians are automatically certified by PTCS)
- Complete and submit an Application for HVAC Company Tax Credit Listing
- Two or more, key personnel must participate in ODOE tax credit procedures updates by telephone conference Key staff includes, but is not limited to, Office manager, Sales manager, Installation manager, and General Manager
- Annual Renewal required for ODOE Tax Credit Certified Companies 30 days before current certification expires on, January 1, of the following year.
Technician Training: PTSC Program and other trainers regularly offer training for duct seal and duct testing.
The Oregon Department of Energy does not offer training for HVAC systems.
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Application for HVAC Company Tax Credit Listing
PTCS Duct Sealing Standards
Premium Efficiency Duct Information
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| Submitting Tax Credit Applications for all HVAC Technologies |
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Oregon Department of Energy (ODOE) tax credit certified (TCC) companies have the current RETC application.
TCC performance verification is required to assure the installed system is operating at peak efficiency.
Company Responsibility
Copy the current RETC application, partially fill, with the following:
- Customer name and address
- Make and model number of each unit(s)
- AHRI reference number (heat pumps, central AC and ductless heat pumps)
- Description of additional components required to meet the efficiency requirements (outdoor thermostat, TXV etc.)
- Equipment retail price, only
- Total job cost
- Final, paid, and clearly itemized receipt
- Customer receives copy of RETC application with all required documentation
ODOE will only process Tax Credit Applications that include required information and documentation.
- Current RETC application
- Company sections complete, signed, dated
- Customer sections complete, signed, dated
Submit Tax Credit Applications for Premium Efficiency Heat Pump and Central Air Conditioning Systems
Oregon Department of Energy tax credit certified (TCC) HVAC companies provide their customers with the current RETC application partially filled.
Company Responsibility
- Company completes current RETC tax credit application
- Customer name and address
- Make and model number of the unit(s)
- AHRI reference number heat pumps, central AC, ductless heat pumps
- Description of any additional components needed to meet the efficiency requirements (outdoor thermostat, TXV etc.)
- Equipment retail price, only
- Total job cost
- Final, paid, and clearly itemized receipt
- Contractor signs and dates the application
ODOE will only process Tax Credit Applications that include required information and documentation.
- Current RETC application
- Company sections complete, signed, dated
- Customer sections complete, signed, dated
- All required documentation attached
Submit Tax Credit Applications for Premium Efficiency Ducts
ODOE tax credit certified companies have access to all current RETC application.
Company Responsibility
- Submit Duct verification test results to Proctor Engineering or PTCS
- Enter the date test results were submitted to Proctor or PTCS
- Confirm the job has been accepted and approved Job ID number
- Provide the customer with a partially filled application
- System’s AHRI certified reference number
- Brand, type and full model numbers
- Indicate the PTCS Technician ID number
- Customer name and address
- Contractor and customer sign and date
ODOE will only process Tax Credit Applications that include required information and documentation.
- Current RETC application
- Company required sections complete, signed, dated
- Customer required sections complete, signed, dated
- All required documentation attached
Submit Tax Credit Applications for Premium Efficiency Ductless Heat Pumps
Tax credit-eligible ductless heat pumps do not require Oregon Department of Energy (ODOE) Tax Credit certified technicians.
Technicians responsibility
- Technicians must verify that they have attended manufacturer-sponsored training within 5 years of the current year.
- Equipment must be commissioned using the manufacturer's installation or start up checklist
- Technician will provide a copy of the Commissioning process for the customer's records
- Download the RETC application
- Complete Sections 2 & 3, of the RETC application
- Customer name and address
- Make and model number of the unit(s)
- AHRI reference number heat pumps, central AC, ductless heat pumps
- Description of any additional components needed to meet the efficiency requirements (outdoor thermostat, TXV etc.)
- Equipment retail price, only
- Total job cost
- Attach final, paid, and clearly itemized receipt
ODOE will only process Tax Credit Applications that include required information and documentation.
- Current RETC application
- Company required sections complete, signed, dated
- Customer required sections complete, signed, dated
- All required documentation attached
Submit Tax Credit Applications for Premium Efficiency Furnaces and Boilers
Tax credit-eligible furnaces and boilers do not require Oregon Department of Energy (ODOE) TCC technicians.
- The installed equipment must meet the RETC tax credit requirements including AFUE and electrical efficiency rating
- Download the RETC tax credit application (at right), and complete Sections 2, 3.
- Customer name and address
- Make and model number of the unit(s)
- Description of any additional components needed to meet the efficiency requirements
- Equipment retail price, only
- Total job cost
- Attach final, paid, and clearly itemized receipt
ODOE will only process Tax Credit Applications that include required information and documentation.
- Current RETC application
- Company required sections complete, signed, dated
- Customer required sections complete, signed, dated
- All required documentation attached
Premium Efficiency Ventilation Systems
Premium Efficiency Heat Recovery and Energy Recovery ventilators (HRV/ERV) must be:
- Installed in conjunction with a hydronic heating system
- HRV/ERV must match RETC HRV/ERV listed equipment, or;
- Meet or exceed RETC specifications including AFUE and electrical efficiency rating
- Download the RETC tax credit application (at right), and complete Sections 2, 3.
- Customer name and address
- Make and full model number of the unit(s)
- Description of any additional components needed to meet the efficiency requirements
- Equipment retail price, only
- Total job cost
- Attach final, paid, and clearly itemized receipt
ODOE will only process Tax Credit Applications that include required information and documentation.
- Current RETC application
- Company required sections complete, signed, dated
- Customer required sections complete, signed, dated
- All required documentation attached
Technician information about Premium Efficiency Geothermal Heat Pump system incentives click here
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Oregon Residential Energy Tax Credit Required Paperwork for HVAC Applications
AHRI
Premium Efficiency Ductless Heat Pump Information and Application
Premium Efficiency Heat Recovery and Energy Recovery Ventilator Information and Application
Premium Efficiency Ground Source Heat Pump Information and Application
Premium Efficiency Furnaces and Boiler Information and Application
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| For More Information... |
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The Residential Energy Tax Credit program is governed through policies set forth in Oregon Administrative Rules (OAR). OARs are reviewed and updated on an annual basis.
Download the information and forms (right hand column above) of the technologies meeting requirements to be certified. For more information call 1-800-221-8035 and ask for:
Other Links
Linking to a Web site does not constitute an endorsement by the Oregon Department of Energy, or its employees, of the sponsor or services offered on the site. The Oregon Department of Energy makes no guarantee of the accuracy of the information provided on the linked site.
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