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MyEnergy: Application Management External User Guides
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Info
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Click the hyperlinks below to navigate to specific topics related to your role:


Implementation Contractors (CLEAResult)Implementation Contractors (TRC)Single Family (
Empower
EmPower+) ContractorsSingle Family (EmPower+) Program StaffRegional Clean Energy Hubs & Hubs TeamAUP ContractorsParticipating RetailersRetailer & Contractor Recruitment Consultants
Utilities 
Submit
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an Application
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View an Application via MyEnergy

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View an Application via MyEnergy that I don't see in My In-Progress Applications
check mark View an Application via Salesforce check mark Complete an Application Review




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check mark Communicate with a Customer to Resolve Application Issuescheck mark check mark View/Resolve Cases during an Application Submission/Approval created in MyEnergycheck mark check mark Search for Applications during an Application Submission/Approval created in MyEnergycheck mark check mark View/Resolve Cases Post-Application Approval Created in MyEnergycheck mark check mark Understand and Add the "Gas Capping Required" flag if Necessarycheck mark check mark 



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Submit an Application

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Points to Remember:

  • Be sure to complete each section. If you need more time, you can save your application and return to it at any time.

  • Make sure the contact person listed on the application is the same person listed on the electric utility bill.

  • You will need to upload the most recent electric utility bill and required eligibility documents with your application submission. If you don't have them now, you can save your application and return to it when you have the documents available.

  • '*' Indicates a required field. You must fill out this field to proceed with your application.

Need help?

Call us at: 866-NYSERDA, or email us

UI Steps
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To start an application from the MyEnergy Home Page complete steps one (1) and two (2), then skip to step eight (8) to finish the application

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UI Step

Navigate to MyEnergy Home Page and click Start My Journey.

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To access an In-Progress application from Salesforce complete steps three (3) through six (6), then skip to step eight (8) to finish the application.

To start an new application from Salesforce skip to step seven (7). 

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Click Start My Plan. 

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Projects currently available:

  • Weatherization

  • Heat Pump Dryers

  • Home Energy Assessment

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On the Applicant Information screen, select your role and, if applicable, who you are applying on behalf of, then click Next. 

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Submitting an application can be completed by a:

  • Homeowner

  • Renter

  • NYSERDA Participating Contractor

  • Regional Clean Energy Hub

Contractors or hubs can submit an application on behalf of a Homeowner or Renter.

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UI Step

Enter Assistance Information and click Next.

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Assistance Information:

  • Question 1: Select Yes if they are receiving or have received any of the following services within the past 12 months: HEAP, SNAP, SSI, TANF, Weatherization Assistance Program (WAP), or Public Assistance.
  • Question 2: If they received a referral letter from NYSERDA, they can find the referral code in the third paragraph of the referral letter (example: NTF-GAS) and provide it to you. The code is based on the referral entity but should always be 6 digits.
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Enter Physical Address Information and click Next. 

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Physical Address Information:

If the household includes more than 10 people, please enter 10 as the maximum value.

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Select Household Income Range and click Next. 

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Household Income Range:

  • Be sure to include all sources of income, not only wage or salary.

  • Other sources of income include disability, worker's compensation, unemployment, pension, maintenance, annuities, Veteran's benefits, tax forms, and social security

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Select Home Improvement Project and click Next. 

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Available Project Types:

Residents may only participate in one project at a time; therefore, they have the option to select between Appliance or Whole Home Upgrade.

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Review Eligibility Details then select Continue Application.

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The Eligibility Details that you see in this screenshot are for EmPower+. If the customer is eligible for AUP or Comfort Home this screen will show the eligibility details for those programs.

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UI Step

Enter and upload Appliance Information and click Next.

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This step is for Appliance Upgrade Program Applications. For Empower+ and Comfort Home Applications continue to the next step. 

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UI Step

Enter Applicant Contact Information and click Next.

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Confirm Site Location and click Next. 

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Updating Addresses:

If the listed Site Information or Mailing Information is different than listed, select the box to each Address.

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Enter Homeowner Informationand click Next.

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Updating Addresses:

If the listed Site Address listed differs from the Owner address, select the box to update the address.

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Enter Utility Informationand click Next.

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Enter Partner Information and click Next.

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Enter Household Member Information and click Next. 

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Adding Household Members:

Under Household Information, confirm the number of household members and enter additional details for each household member by selecting Add.

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UI Step

If applicable, enter Household Member Income.

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Review all of the following information entered for this Application and click Next.

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Click +New Document toupload any documentation and click Next.

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What Documents should I upload?:

  • Categorical Income Information

  • Proof of Income

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UI Step

Sign your application by selecting Proceed to eSignature. 

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Obtaining eSignature or Signatures:

When a resident submits their own application, they will be directed to DocuSign to complete and eSignature whereas if a Contractor or Hub submits an application on behalf of a resident, they will be given a downloaded PDF of the application and will need to obtain the client’s signature on the PDF and upload back to MyEnergy.

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Confirm application completion and close window.

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Click Next to download the application for customer signature. Note: Pop-up blockers may prevent users from downloading the pdf.

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Back to Table of Contents

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View an Application via MyEnergy

UI Steps
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UI Step

Open MyEnergy and click My Projects.

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Open application by clicking on Application Number Hyperlink.

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View an Application via MyEnergy that I don't see in My In-Progress Applications

UI Steps
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UI Step

Open MyEnergy, type Customer Last Name and Application Number, and click Find Application.

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Click Launch Application.

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Table of Contents

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MyEnergy Home

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