
General
1
Where can I learn more about the Home Efficiency Rebate (HER) & Home Electrification and Appliance Rebate (HEAR) programs ?
Visit mtenergyrebates.com regularly where you can sign up for program updates and view informational listening session recordings. For more information, email us at [email protected]
2
Are home energy rebate funds currently available?
No, rebates associated with the Montana Home Energy Rebates Program are not yet available. DEQ has received Early Administrative funding from DOE for the initial design and development of the programs. Please check the Program Status Tracker and sign up for email notifications to stay updated on the progress.
3
When does the program launch?
The HER and HEAR programs will launch in 2025. Please register for email updates on the program website to receive launch timeline updates.
4
Is there a plan for outreach to disadvantaged communities that have historically been underrepresented in similar programs?
Yes, program requirements mandate at least 40% of benefits be allocated to disadvantaged communities. DEQ’s Education and Outreach Plan specifically identifies and targets these communities and prioritizes them for engagement.
5
Who is eligible for HER & HEAR rebates?
Montana single and multi-family homeowners, landlords, and renters with proof of landlord permission who meet income and eligibility requirements will qualify for program rebates. The program is designed for residential buildings only. Agricultural, commercial, and industrial facilities do not qualify.
6
How much funding was provided for Montana?
DOE has allocated over $71million in funding split between the HER and HEAR programs.
7
When will program requirements be published?
Program requirements are still being finalized. Sign up for updates to stay informed on program developments.
8
Will we have regular updates on available funding throughout the program?
Regular program funding updates will be provided on this website and through the program listserv. Sign up for updates to keep informed on program developments.
9
Will new construction be covered by either of the rebate programs?
Contingent upon DOE approval, new construction projects for single family and multi-family homes that meet income and eligibility guidelines may qualify for rebates under the HEAR program.
10
Will there be a Qualifying Products List or will the program use the Energy Star products list?
DEQ is collaborating with DOE to complete a Qualifying Products List.
11
Will common spaces in multi-family buildings that serve residents be accommodated under this program?
Yes, the program can address common areas in multi-family buildings.
12
Can HER or HEAR benefitsrebates be combined with federal tax credits?
Yes, a project or appliance that qualifies for rebates may also receive a federal tax credit under the Energy Efficient Home Improvement Credit (25C) or other qualifying credits. Applicants will need to confirm that the measure or appliance qualifies for both the rebate and tax credit. Visit energy.gov/safe/home-upgrades more information on tax incentives and rebates.
13
What is the difference between tax credits and rebates?
Tax credits are incentives where taxpayers can subtract the amount of the relevant credit from income tax owed. Rebates are incentives offered at the time of purchase or installation of an item, reducing the upfront cost of that item. Tax credit benefits are realized at the end of the year upon filing of tax returns when a tax liability exists, while rebate benefits are realized at time of purchase.
14
Are other programs currently available for home energy projects?
Yes, households looking for immediate home energy retrofit assistance may be eligible for other local, state, and federal programs including tax credits, Weatherization Assistance Programs, and utility programs.
Utility Rebates
- NorthWestern Energy – NorthWestern Energy has rebates available for both electric and natural gas customers. Available measures will vary depending on if you are an electric or natural gas customer and rebates must meet certain requirements. For more information please visit: Efficiency Rebates and Incentives for Homeowners (northwesternenergy.com).
- Montana-Dakota Utilities – Montana-Dakota Utilities offers rebates for furnace replacements, programmable thermostats, and LED lighting. For more information please visit: Savings for Your Home – Montana-Dakota Utilities Company.
- Electric Cooperatives – Montana electric co-ops often have rebate programs available to their members. Please visit your co-op’s website to determine if a program exists in your area.
Heat Pump Water Heater Pilot Rebate Programs
- Bozeman – The City of Bozeman is offering a $500 rebate program for water customers who install a qualifying electric heat pump water heater. For more information please visit: Heat Pump Water Heater Rebate | City Of Bozeman.
- Missoula – The City of Missoula and Missoula County are partnering to offer a $500 rebate for heat pump water heaters for projects completed in Missoula County. For more information please visit: Heat Pump Water Heater Rebates | Missoula, MT – Official Website.
Federal Energy Efficiency Tax Credits
Tax credits for various measures including air source heat pumps, heat pump water heaters, insulation, and more are currently available. Tax credit eligible measures must meet certain efficiency ratings. Please consult with your accountant or tax preparer to see if you qualify for a tax credit. For more information please visit: Tax Credits for Homeowners | ENERGY STAR and About Form 5695, Residential Energy Credits | Internal Revenue Service (irs.gov).
Weatherization Assistance Program
The Weatherization Assistance Program helps participants improve the heating efficiency of their homes, reduce their energy consumption, and lower energy bills. Participation is dependent on family size and income. The program is managed by the Montana Department of Health and Human Services (DPHHS), which also manages programs assisting with winter energy bills and water bills. For general program information, visit: DPHHS Weatherization Assistance Program. To find your local eligibility office, visit: DPHHS Local and Tribal Weatherization Offices.
Alternative Energy Revolving Loan Program
DEQ provides low-interest loans for projects investing in alternative energy systems and energy conservation measures in Montana. For more information on project qualifications and financing, visit: MT Alternative Energy and Revolving Loan Program.
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Other Resources
DEQ provides low-interest loans for projects investing in alternative energy systems and energy conservation measures in Montana. For more information on project qualifications and financing, visit: MT Alternative Energy and Revolving Loan Program.
To learn more about heat pump technology and whether it might be a fit for your home, please visit: Heat Pump Systems | Department of Energy.
To learn more about heat pump water heater technology and whether it might be a fit for your home, please visit: Heat Pump Water Heaters | Department of Energy.
To read additional FAQs from the Department of Energy, please visit: Home Energy Rebates Frequently Asked Questions | Department of Energy.
Applications
1
How much money will be available to each applicant?
Eligible rebates are dependent on the program path selected and household income. Rebate caps are being finalized with the Department of Energy. The caps will be published prior to the program launching. Sign up for updates to be notified of program developments.
2
Can I take advantage of both HER and HEAR program rebates?
Federal regulations prevent applicants from applying federal grants and/or rebates from more than one program to the same single upgrade. Due to funding limitations and a desire to assist as many households as possible, DEQ may limit participation to one program in the initial launch. Please refer to final program rules upon rollout for guidance.
3
Will a third-party energy assessment (ex. An assessment provided by a utility) qualify as an approved assessment for the purpose of granting a rebate?
Energy assessments under the Montana Home Energy Rebates Program have stringent qualification standards in line with DOE guidance. DEQ is exploring the possibility of accepting third party assessments that meet criteria established by DOE.
4
How will a homeowner apply for rebates?
DEQ will launch an online application for applicants to apply, submit documentation, find contractors, schedule appointments, track progress, and complete projects. DEQ will also be providing call-in and mail options for applicants that do not have access to the internet.
5
Are there any projects that will not require a home energy assessment to qualify for a rebate?
Most appliance rebates under the HEAR program do not require a home energy assessment. Installation of a heat pump for primary space heating will require a limited home assessment. All projects under HER do require a home energy assessment.
6
What are the income qualifications for each program?
Rebate eligibility for both programs is based on Area Median Income (AMI). Additional information on qualifications and how to apply will be released upon program launch.
The HER program incentive amounts will be tiered based on whether your gross household income falls above or below 80% AMI with no income cap. You will receive a higher rebate amount if your income is less than 80% AMI, and households with income at or above 80% AMI will receive a lower rebate amount.
The HEAR program incentives are tiered based on whether your gross household income is under 80% AMI, or between 80% and 150% of AMI. Eligibility is capped at 150% AMI. You will receive a higher rebate amount if your income is under 80% AMI and a lower rebate amount if your income is between 80% and 150% AMI. You will not be eligible for rebates under the HEAR program if your gross household income exceeds 150% AMI.
You can find AMI amounts by state, county and number of household members on the Housing and Urban Development (HUD) website. Note that on the linked page provided here, you will need to select “Montana” and your county. The 80% of AMI income limit will be displayed for your household size, and you will need to calculate the 150% AMI amount based off that figure.
Please note AMI amounts vary by year and there is an allowance for flexibility in the rebate amounts available at a given AMI in the HER program. The HUD website should only be used as a general guideline for program eligibility until the rebate programs are available.
7
How will the income eligibility requirements be determined for multi-family properties?
There are multiple paths for an applicant to confirm income eligibility. Applicants can verify income through submittal of approved income documentation or by providing proof of categorical eligibility through participation in approved low-income programs. Categorically eligible programs may include:
- Montana Weatherization Assistance Program (WAP)
- Montana Low Income Energy Assistance Program (LIHEAP)
- Medicaid
- Supplemental Nutrition Assistance Program (SNAP)
- National School Lunch Program – Free (NSLP)
- Head Start
- Lifeline Support for Affordable Communications (Lifeline)
- Housing Improvement Program (HIP)
- Food Distribution Program on Indian Reservations (FDPIR)
- Supplemental Security Income (SSI)
- Privately owner multifamily buildings receiving project-based assistance (Section 8, Section 202, Section 811)
- Public Housing (Housing owned and operated by Public Housing Authorities)
- Special Supplemental Nutrition Program for Women, Infants, and Children (WIC)
8
Will point-of-sale rebates be available?
DEQ is currently studying the feasibility of point-of-sale rebates for certain self-install projects.
Customer Journey
1
I struggle to afford basic needs. How will I be able to afford upgrades even with available rebates?
DEQ is developing pathways within the program and through partnerships with other funding sources to maximize coverage of costs and access to rebates for income qualified applicants.
2
I have already completed a weatherization/home efficiency upgrade project. Will my project qualify for these rebates?
Retroactive projects completed before the program launch date will not qualify for rebates.
3
What is a home energy assessment?
A Home energy assessments are comprehensive studies that determine an overall efficiency rating and prioritize conservation measures for the home. These studies result in recommendations for energy efficiency projects that will maximize energy savings, indoor air quality and home comfort.
4
Who will be conducting the home energy assessments?
Program approved energy auditors who meet the qualifications under these programs will be performing the home energy assessments. Qualifications and training pathways for approved energy auditors will be forthcoming.
5
Who will be paying for the home energy assessments?
A Contingent upon DOE approval, DEQ is proposing that applicants who fall under 80% AMI will have the cost of the assessment fully covered by the program. The portion of audit costs covered for customers above 80% AMI is yet to be established.
6
How will customers receive our rebates?
A Eligible participants will receive rebates through reduced prices for qualified expenses and equipment. The program contractor will be reimbursed for these reductions after project completion.
7
What safeguards will be in place to secure sensitive customer data?
A The program will collect data from various sources. DEQ will have a strict information and security policy in place to protect all collected program data including limiting sensitive data collection, use of encryption software for transmitting PII, multi-factor authentication for account access, and immediate reporting and action on all potential breaches.
Contractors
1
What is the role of contractors in the program?
A Contractors have a key role to play in the program. DOE guidance requires that only approved program contractors will be able to participate in the program. Program contractors may provide customer outreach and education, energy assessments, application information and resources, installation of qualified measures, and program feedback.
2
How can contractors get involved ?
Sign up for updates to keep apprised of program progress. Partnerships with contractors will be incredibly important as the program develops. When talking to your clients about the programs, keep in mind that they are still in the planning and application phase. Forecasted incentives and guidelines are subject to change.
3
Are contractors needed for all qualifying projects? Is there going to be a “do-it-yourself” (DIY) program path?
A DEQ is exploring the feasibility of certain DIY projects to receive rebates.
4
How will the Energy Rebate program establish and vet a contractor list for energy auditors and contractors?
A DEQ is developing a contractor training and certification process to ensure that all program approved contractors meet the required qualifications to perform assessments and provide high-quality installations of eligible equipment.
5
Will additional funding be available to contractors to spend time assisting customers with necessary documentation and the application process?
DEQ will provide additional incentives to program contractors who complete installations in identified disadvantage communities (DACs). DEQ also hopes to provide administrative program support through an online application portal, call centers and in the form of service navigators.
6
How will you prevent unfair practices and fraud by contractors? How will you deal with negative customer experiences?
DEQ is developing quality assurance and control protocols as part of our Consumer Protection Plan to prevent and resolve adverse customer interactions.
Partners
1
What other organizations are DEQ partnering with?
DEQ is developing partnerships with other state agencies, tribal and local governments, utility companies & cooperatives, distributors, contractors, housing authorities, and other community-based organizations focused on housing, workforce development, and/or serving underserved communities.
2
How will these programs serve members of rural electric cooperatives?
Income qualified members of electric cooperatives living in eligible, single and multifamily residences will qualify for rebates under HER and HEAR. DEQ is working with local electric cooperatives to bring these programs to their often-underserved service areas.