Current through Register 1531, September 27, 2024
(1)
Post-purchase Rebate and Voucher Application Process.
A post-purchase rebate application for a rebate, an application for a
Pre-qualification Voucher, or an application for a Rebate Reservation Voucher
shall be submitted to the Department by the Applicant. The Applicant must use
the most current forms and associated instructions provided by the Department,
and must include all information, documentation, and assurances required by
such forms, instructions, and Terms and Conditions.
(2)
Point-of-sale Rebate
Application Process. Participating Dealerships will offer some
rebates or rebate adders to be provided at POS. An Applicant must purchase or
lease from a Participating Dealership and meet all of the eligibility
requirements listed for that vehicle type, including providing documentation to
verify eligibility. Applicants may also be required to sign or agree to
additional MOR-EV Terms and Conditions.
(3)
Participating Dealership
Application Process.
(a) Licensed
dealerships in Massachusetts will apply with the Program Administrator and
shall sign a Participating Dealership agreement prior to being enrolled in the
POS program. Additional documentation or review may be required at the
Department or Program Administrator's discretion.
(b) Participating Dealerships will create an
account with the Program Administrator and will be added to a list of
Participating Dealerships on the MOR-EV website (
www.mor-ev.org).
(c) Participating Dealerships shall keep the
information provided to the Program Administrator up to date and comply with
any requests for maintaining the dealership's participation or verification of
information related to rebates or Pre-qualification Vouchers associated with
the MOR-EV Program.
(d)
Participating Dealerships shall ensure that documentation clearly indicates the
MOR-EV rebates or vouchers included at POS and the amount(s).
(e) Participating Dealerships shall offer POS
rebates for new eligible ZEVs if a dealership is selling or leasing New
Vehicles, shall offer MOR-EV+ rebate adders with valid Pre-qualification
Voucher at POS for any Participating Dealership, and offer used EV rebates with
valid Pre-qualification Voucher at POS if a dealership sells Used
Vehicles.
(f) Participating
Dealerships shall submit requests for reimbursement to the Program
Administrator within 30 calendar days of purchase or lease date.
(4)
Review
Procedures.
(a) For
post-purchase rebates or vouchers, the Department or Program Administrator will
notify the Applicant when the application is administratively complete or if
additional information is required.
(b) For POS rebates, the Participating
Dealership will determine that the customer is eligible to receive a MOR-EV
rebate. After issuing the rebate at the POS, the Participating Dealership will
submit a copy of the customer's driver's license, purchase or lease agreement,
vehicle registration, a rebate transfer or rebate assignment form, and any
other necessary documentation for the Program Administrator to review. The
Program Administrator will review the documentation and notify the dealership
if the reimbursement is approved, denied, or if additional information is
required.
(5)
Issuance or Non-issuance of a Rebate or Voucher.
(a) If the Department or Program
Administrator find that an Applicant meets the requirements for eligibility for
a rebate or voucher pursuant to
225 CMR
26.00, the Department or Program Administrator will
provide the Applicant a rebate or voucher.
(b) The associated forms and terms and
conditions shall include any applicable restrictions and conditions that the
Department deems necessary to ensure compliance by an Applicant with the
provisions of
225 CMR
26.00.
(c)
If the Applicant does not meet the requirements for eligibility, the Department
or Program Administrator shall provide written notice to the Applicant,
including the reasons for such finding.
(d) If the Department does not have
sufficient funding for rebates in the Electric Vehicle Adoption Incentive Trust
Fund or other designated sources, the Department will provide at least 30 days'
notice for any POS, pre-qualification and other pre-purchase options, and will
create a waitlist for MOR-EV rebates, subject to availability of future
funds.
(6)
Exemptions.
(a) If a
vehicle for which a rebate payment was issued is sold, returned, or traded in,
or if a lease is transferred or assumed by another party prior to expiration of
the minimum Ownership Period or lease agreement, or if the vehicle moves out of
state, the purchaser or lessee may be required to reimburse the
program.
(b) Exemption from the
Ownership Period requirements set forth in
225
CMR 26.05(1)(b) may be
allowed if necessitated by unforeseen or unavoidable circumstances, such as
military relocation outside of Massachusetts, death of an Applicant, or
determination by the Program Administrator that the vehicle has been totaled.
To qualify for an exemption, Applicants will be required to submit a written
request to the Program Administrator and include official documentation
demonstrating proof of one of the above noted circumstances.
(c) To request an exemption for a special
circumstance other than those listed in
225
CMR 26.10(6)(a) and (b), an
Applicant can submit a written request to the Program Administrator explaining
the circumstances along with any official corresponding
documentation.
(d) The Program
Administrator will review exemption requests with the Department to determine
if the requirements for an exemption have been met. Exemption requests will be
approved or denied by the Department at its sole discretion.
(7)
Appeals.
(a) The
Department will consider appeals to the denial of a rebate application, in full
or in part, on a case-by-case basis. To request an appeal, a Participating
Dealership, Licensed Dealership, or Applicant must contact the Program
Administrator using the contact information on the MOR-EV website to initiate
the appeals process within 90 calendar days of the date of application denial.
The appeal must include all facts that form the basis for the appeal.
1. Any appeals submitted more than 90 days
following application denial will not be eligible for review and
consideration.
2. In instances
where the initial 90-day application window was missed, appeals may be granted
on a case-by-case basis no more than six months following the purchase or lease
date of the eligible vehicle.
3.
Failure of a dealer to advise a consumer of the MOR-EV Program or the provision
of false or incorrect information from a dealer to a consumer does not form the
basis for appeal.
4. Appeals for
vehicle purchases or leases that exceed the maximum Sales Price cap (New
Vehicles) or Purchase Price cap (Used Vehicles) will be denied.
5. If the only basis for the appeal is that
the Applicant or other party disagrees with the policies set forth in these
regulations, the MOR-EV Terms and Conditions, any relevant Guidelines, or other
MOR-EV policy, the appeal will be denied.