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The Regional Technical Forum (RTF) provides guidance on installation specifications and BPA determines when to adopt their specifications. Please check with customer's utility for additional details.

Air Source Heat Pump Specification (English; April 2017)

Air Source Heat Pump Specification (Spanish; April 2017)

BPA PTCS Ground Water Source Open Loop Heat Pump Installation Specification (October 2015)

Closed Loop Ground Source Heat Pump Specification (October 2011)

​Training Resources

​PTCS Air Source Heat Pump admin and sales training videos:

PTCS Heat Pump Sizing admin and sales training videos:


​Data entry can be done on a mobile device or computer with internet access by going to Alternatively, an optional form can be completed for later online entry. Please note: While all other forms are optional, the PTCS Ground Source Heat Pump Form is required. Utilities may provide their own incentive forms at their discretion.

PTCS Air Source Heat Pump Form (English)

PTCS Air Source Heat Pump Form (Spanish)

The following forms/documents are required by BPA for heat pumps.
  • Registry Installation Report
  • Equipment/contractor invoice
  • Documentation of sizing, either:
    • Heat load/heat loss calculations AND Balance Point worksheet


​Thermostat Support Sheets

​These resources assist in correctly setting up the models used through the PTCS program most frequently. The primary purpose is to ensure the back-up heat is locked out above 35° F, and that the compressor operates down to at least 5° F, per program requirements. Notice will be sent through our mailing list as more are developed. Click on the links below for a comprehensive reference of frequently used models, or individual support sheets.

All Support Sheets for Easy Reference (Updated June 2020)

Carrier Côr™
Carrier Edge
Carrier Infinity Touch

Daikin One (new)
Ecobee (new)
Honeywell Prestige
Honeywell T6 Pro 
Honeywell T6 Pro Wi-Fi 
Honeywell VisionPro 8000
Honeywell VisionPro IAQ
Lennox iComfort S30
Lennox iComfort Wi-Fi

Lennox Comfortsense 7500
Mitsubishi MRCH1 (new)

Nest I, II, III
Rheem/Ruud Econet
Trane/American Standard 624
Trane/American Standard 824
Trane ComfortLink II
Trane XL1050

​Technical Resources
​Frequently Asked Questions

​Do variable speed pumps with inverter technology qualify for PTCS certification?
Yes. Please refer to the Variable Speed Heat Pumps fact sheet for more information.

Why is there a Commissioning and Controls measure for heat pumps?

This measure exists for those installations that do not meet the minimum 9.0 HSPF/14 SEER requirements for the PTCS heat pumps measure. The Commissioning and Controls reimbursement may be used on any heat pump that meets federal minimum standards, but is included inand may not be claimed in addition toPTCS heat pump measures. This measure is labeled "PTCS certified-only" in the PTCS database.

Please reference the full Frequently Asked Questions or contact the PTCS team with any additional questions.

Questions? Contact Us!

​For more information, please contact the program team by email at, or call the program hotline toll free at  or call the program hotline toll free at 1-800-941-3867.

Energy Trust of Oregon customers are not served by BPA. Please call Energy Trust at 1-866-365-3526 or email

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