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Introduction

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The EmPower+ Application allows applicants to access and submit either online or paper applications to the program. Applicants can receive assistance from Community Organizations and/or Participant Contractors when submitting an application. Applicants who would like to submit an Online Application must create an Application Portal account first. The instructions below guide you on how to access, complete and submit a EmPower+ Application. To access instructions specific to each step below, click the learn more... link to expand the section and review the related materials.

Info
iconfalse

The instructional materials below are intended to guide:

  • Applicants when submitting an online application, or
  • Shared Services, Community Organizations, NYSERDA Energy Advisors, Participating Contractors, and Participating Utilities when assisting applicants through the online application process.


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Excerpt
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Aura - Tab
titleApplication Requirements
UI Steps
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titleElectronic Applications
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body<p><br /></p>
Expand
titlelearn more...
UI Steps
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The

Applicants can access the online application

can be accessed by

by clicking the link below and logging into your Salesforce Portal account, then

selecting the Combined Residential Application option

by selecting the EmPower+ Application option.

UI Button
colorblue
newWindowtrue
sizesmall
iconlink
titleSalesforce

Portal

Customer Login
urlhttps://

uat-

nyserda-portal.

cs32.

force.com/customer/login

Expand
titlescreenshot

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UI Step

The application is comprised of seven (7) distinct steps, or pages, that you will navigate

through

as you complete the application. Each page contains required fields and information

that must be provided as part of the application which are

denoted by a red asterisk.

Expand
titlescreenshot

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UI Step

Each step, or page, throughout the application contains instructional text at the top of the page. It is highly recommended that you review these instructional texts as they provide clarity regarding the information requested.

UI Step

Every step, or page, throughout the application contains a Save button at the bottom of the page. Click Save before exiting the application if you do not have time to complete it in one sitting. 

Expand
titlescreenshot

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UI Step

To

re-

access

a Saved and incomplete application:

  1. Log back into the Salesforce Portal
  2. Select the 

Projects
  1. Enrollment tab

    Expand
    titlescreenshot

    Image Modified


  2. Locate the correct

Application
  1. application and click

on
  1. the link in the

Project
  1. Enrollment Name column

    Expand
    titlescreenshot


    Image Modified


  2. Finally, click

on
  1. the Application Wizard button to return to your incomplete application.

    Expand
    titlescreenshot

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body<p><br /></p>
section
Expand
titlelearn more...
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Complete the Application Information section:
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Your First Name and Last Name will pre-populate.

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Select your Preferred Applicant Language from the drop-down.

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Provide your Primary Phone Number.

UI Step

All other fields are optional and can be completed

at need

as needed.

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Complete the 
Utility
Site Information section:
Section
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Using

the Utility Address

the Address field, begin typing in your street address. Salesforce will suggest verified addresses below this field as you type. Selecting an option from this

lit

list will populate all

other Utility and Mailing

other address fields on the page.

Expand
titleRegarding Your Internet Browser

Applicants should be aware that, depending on the internet browser used to complete the Online Application, the address fields may pre-populate based on your Browser's auto-form filling functionality, such as with Google Chrome. Applicants should review the address fields if they pre-populate and update with the correct address if necessary.

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UI Step

If your Mailing address is different from your Address, update the Mailing Address fields as needed.

Select the appropriate response for the Does

the applicant own this site drop down. This field identifies if the

Applicant

applicant is the owner of the dwelling associated with the

Utility Address

address entered into the application.

UI Step

Select the appropriate response for the Does

UI Step

If your Mailing address is different from your Utility address, update the Mailing Address fields as needed.

UI Step
UI Step

Select the option from the Dwelling Type drop-down that most closely identifies what type of dwelling exists on the site.

UI Step

The Number of Units field becomes required

if 

if you select Multi-Family (5+ units)

is selected as the 

 as the Dwelling Type.

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It is recommended that you click Save before clicking Continue.

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To advance to the next step, click Continue at the bottom of the page.

Tip
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titlelearn more...
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Complete the Utility Information section:
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Select the Electric Utility

Provider & the 

Provider and the Primary Heating Fuel Type for the site.

UI Step
When selecting either 

Selecting either Natural Gas or Other from the Primary Heating Fuel Type drop-down will enable an additional required field for this section that must be completed.

UI Step

Include Electric Utility and Primary Fuel Account Numbers. These fields are optional. However, providing NYSERDA with this information will enable us to provide the most accurate and effective recommendations for work that will be performed at the site.

UI Step

If the site has a Secondary Heating Fuel Type, select it from the drop-down. This field is optional.

UI Step

Respond to the Additional Question, if applicable or appropriate, with any additional information that will help NYSERDA reduce your energy consumption or reduce risks to occupant health or special needs.

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Save 
the Additional Question section:
& Continue:
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Respond

To advance to the

question, if applicable or appropriate, with any additional information that will help NYSERDA reduce your energy consumption or reduce risks to occupant health or special needs

next step, click  Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.

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To advance to the next step, click Continue at the bottom of the page.

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Expand
titlelearn more...


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Complete the Partner Information section:
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Select a

Contractor

contractor from

the Contractor

the Contractor Selection drop-down.

Expand
titleRules to Selecting a Contractor
  • When selecting a contractor, you can either,
    • Select one that you have
When making a selection:
  • If you have already
    • been working with
    a Contractor
    • ,
    select them from the list,
    • Select
    the
    • the Select Next Available option to have the next available
    Contractor
    • contractor assigned to your project, or
    • Select your preference for a
    Contractor Partner
    • contractor partner from the list.
UI Step

While not required, you can help NYSEDA understand if an independent organization has been assisting you with the application process. If that organization appears on the other drop-down, select it from the list.

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  • Only those contractors that serve your designated area will appear on the list.
    • If you do not see a contractor, it is likely because they do not serve your area.
  • If a selected contractor cannot perform the work due to scheduling restrictions, they may not accept the project.
    • If so, an alternate will be selected by Shared Services.
  • Shared Services selects contractors when they receive Paper Applications or if the Applicant did not select one when applying online.
  • When applicants apply using a Campaign Code, the contractor will be selected automatically.
    • Applicants can change the pre-selected contractor at need.
UI Step

While not required, you can help NYSERDA understand if an independent organization has been assisting you with the application process. If that organization appears on the Are any of these organizations assisting you with the application process? drop-down, select it from the list

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It is recommended that you click Save before clicking Continue

.

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To advance to the next step, click Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.

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26}},"base":{"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]},"backgroundColor":{"color":"#ffffff"},"border":{"color":"#233e90","style":"solid","width":4,"bottom":false,"top":false,"left":true,"right":false},"borderRadius":{"radius":4}}}
body<p><br /></p>
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titlelearn more...
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Review
Household 
the
Information 
Geo
& 
Eligibility
Demographics
:
Section
Column
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Add Household Members. The Number of Household Members field will automatically generate.

UI Step

Complete Household Demographics details field, selecting all options that apply for all members of the household.

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Complete the Referral 
Section
Code Screening:
Section
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If you received a letter from NYSERDA with

a Referral

a Referral Code, select Yes in response to the question

in this section jump

, enter the Referral Code in the provided field, then skip to Complete the

 

Household Demographics

 

Section

 below

below. No additional eligibility questions are required.

UI Step

However, if you did not receive a letter with a Referral Code, select No. An additional section will appear on the application titled Categorical Eligibility. Review instructions for that section below.

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titleRegarding Referral Codes
  • The Referral Code field is only accessible if Yes is selected. If you have a Referral Code, enter it in the field that appears.
  • Referral Codes are provided to applicants through mailed letters or emails either from the Applicant's Utility, from NYSERDA directly, or from the Office of Temporary Disability Assistance (OTDA).
  • Applicants who have a referral code and enter it in the application will not need to provide additional income verification as part of the application process.
  • Contractors and/or Community Organizations assisting Applicants with the application process should inquire if the Applicant, or their household, received a Referral Code through email or mail.
UI Step

However, if you did not receive a letter with a Referral Code, select No. An additional section will appear on the application titled Categorical Screening. Review instructions for that section below.

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Complete the Categorical Screening:
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This section of the application will only appear if the applicant answers No to the question in the Referral Code Screening section.

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Complete the Categorical Eligibility Section:
Note

This section of the application will only appear if the applicant answers No to the question in the Referral section.

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If you

,

or any household

members

member received an award letter for HEAP,

Food Stamps

SNAP (food benefits), SSI, TANF, or Public Assistance in the past 12 months,

select 

select Yes.

Another field will appear. From this list, select all types of assistance received within the past 12 months.

Categorical eligibility is based on the date within the award letter. Award letters are good for one year from the date provided.

  • Multiple options can be selected
from this list. You will need to provide proof of this assistance to NYSERDA.

Once completed, advance to the Household Demographics section.

UI Step

If you, or any household members did not receive any assistance as listed above, select No. An additional section will appear on the application titled Income Eligibility. Review instructions for that section below.

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Complete the Income Eligibility Section:
Note
  • This section of the application will only appear if the applicant answers No to the question in the Categorical Eligibility section.
  • Applicants who answered No to questions in both the Referral and Categorical Eligibility sections must document income for all members of the household.
  • This section of the application will initially contain a space for the applicant to add income sources
Column
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To add spaces for other members of the household for income documentation purposes, click the Add Household Member option. This will open a modal window for you to document the household member's:

  • First Name
  • Last Name
  • Age
  • If they are a Full-time Student
  • Gross Income Amount
  • Income Source
  • Income Source Frequency
  • Verification Method
UI Step

To add an income source for a household member, click the Add Another Income Source option below the household member to document the household member's:

  • Age
  • If they are a Full-time Student
  • Gross Income Amount
  • Income Source
  • Income Source Frequency
  • Verification Method
UI Step

To edit or delete an income source added to a household member, click the Pencil Icon (edit) or Trashcan Icon (delete) to the far right of the listed income source. 

UI Step

Continue adding household members and income sources as needed.

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Complete the Household Demographics Section:
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Complete the Household Demographics Details field, selecting all options that apply for all members of the household.

UI Step

Document how many members of the household are:

  • 60 years of age or older
  • Children (age 17 years or younger)
  • Persons with Disabilities
  • Veterans or Disabled Veterans
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Save & Continue:
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To advance to the next step, click Continue at the bottom of the page.

Tip

It is recommended that you click Save before clicking Continue.

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  • .
  • An award letter, for each option selected, must be submitted as part of this application.

    Expand
    titleAcceptable Categorical Eligibility Documents
    Categorical Eligibility TypeAcceptable DocumentationAcceptable Date Range
    HEAP
    • Award Letter
    • OTDA provided HEAP list
    Awarded within last 12 months
    SNAP
    • Award Letter
    Awarded within last 12 months
    TANF
    • Award Letter
    Awarded within last 12 months
    Supplemental Security Income (SSI)
    • Award Letter
    • Benefit Statement
    Awarded within last 12 months


  • For applicants completing the application online, the award letter can be uploaded during Step 6: Project Documents.
  • For Paper Applications, a copy of the award letter can be submitted when mailing the application.

Once completed, advance to the Household Demographics section.

UI Step

If you, or any household members did not receive any assistance listed above, select No. An additional section will appear on the application titled Income Documentation Screening. Review instructions for that section below.

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Complete the Income Documentation Screening:


Info
iconfalse
  • This section of the application will only appear if the applicant:
    • Chooses not to accept Geo Eligibility determination that indicates the Applicant is Geo Eligible (if applicable), and/or
    • Answered No to the Referral Code Screening, or did not receive a Referral Code from their Utility, NYSERDA, or the Office of Temporary and Disability Assistance (OTDA), and/or
    • Is not eligible for Categorial eligibility (i.e., did not receive an award letter for HEAR, SNAP, SSI, TANF, or Public Assistance in the past 12 months).

  • Applicants must document income for all members of the household if all previous eligibility requirements could not be met.

    Expand
    titleAcceptable Income Eligibility Documents
    Income TypeAcceptable DocumentAcceptable Date Range

    Social Security 

    • Award Letter
    • Benefit Statement 

    Within 12 months 

    Social Security Disability (SSD) 

    • Award Letter
    • Benefit Statement 

    Within 12 months 

    Pension 

    • Pension check stub showing gross amount
    • Letter from Pension Board 

    Within 12 months 

    Disability (Short Term or Long Term) 

    • Benefit Statement 

    Within 60 days 

    Child Support / Alimony 

    • Court Award Letter
    • Printout from Domestic Relations 

    Within 12 months (within 60 days if using printout from DR website) 

    Foster Care Payment 

    • Statement from Social Services 

    Within 60 days 

    Workers Compensation 

    • Award Letter
    • Benefit Statement  

    Within 60 days 

    Unemployment 

    • Letter of Determination 

    Within 60 days 

    Veterans Benefits 

    • Award Letter
    • Benefit Statement 

    Within 12 months 

    Annuities 

    • Bank Statement 

    Within 60 days 

    Salaries/Wages 

    • Pay Stubs 

    Four weeks of paystubs from the last 60 days 

    Interest Income 

    • Bank Statement 

    Within 60 days 

    Rental Income 

    • Current Lease
    • Rent Receipt 

    Within 12 months 

    Business or Farm Income 

    • Tax Return
    • IRS Report of Quarterly Earnings
    • Business records.

    Tax Return: Previous Year
    IRS Report: Previous 3 months Business Records: Previous 3 months

    Tax Documentation

    Form 1040, 1040A, or 1040EX

    Most recent Federal Income Tax Return.

    • This is only acceptable if all members of the household who were required to file a tax return did so.
    • Additionally, all sources of income must be documented within the Tax Return for each household member.
    • If documenting Rental, Business, or Farm income, Applicants must submit corresponding schedules (C, E, and F)
  • This section of the application will initially contain a space for the Applicant to add income sources
Section
Column
width45%
UI Steps
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UI Step

To add spaces for other members of the household for income documentation purposes, click the Add Household Member option. This will open a modal window for you to document the household member's:

  • First Name
  • Last Name
  • Age
  • If they are a Full-time Student
  • Gross Income Amount
  • Income Source
  • Income Source Frequency
  • Verification Method
UI Step

To add an income source for a household member, click the Add Another Income Source option below the household member to document the household member's:

  • Age
  • If they are a Full-time Student
  • Gross Income Amount
  • Income Source
  • Income Source Frequency
  • Verification Method
UI Step

To edit or delete an income source added to a household member, click the Pencil Icon (edit) or Trash Can Icon (delete) to the far right of the listed income source. 

UI Step

Continue adding household members and income sources as needed.

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To advance to the next step, click Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.

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titlelearn more...


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Review the Application:
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Review each section of the Review Page for your application. If information on the application is incorrect, use the Previous button at the bottom of the page to return to previous steps (pages) and update the information as needed.

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Section D: Energy Information:
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For Section D: Energy Information, read through the disclaimer and check the I agree to the terms and conditions stated above box.

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Section H: Applicant Information:
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After reviewing the complete application, scroll to Section H: Application Information,

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Read through the disclaimer, then click the Electronic Signature button.

Expand
titleImportant Note about Electronic Signatures

Applicants are not required to provide Electronic Signatures. However applicants must satisfy one of alternate options below when not providing an Electronic Signature:

  • Applicants who would prefer to print and mail a hand-signed application can bypass the Electronic Signature and click Print at the bottom of the page instead. Applicants must also provide, along with the signed application, any supporting documents required to provide proof of choices made during Step 4: Eligibility Screening.

    Expand
    titleMailing Address

    Energy Audit Application

    2 Wall Street,

    Albany, New York 12205

  • Applicants who would prefer to hand sign the application, but still submit electronically, can click Print at the bottom of the page, hand sign the application, and scan the signed application onto their computer for upload during Step 6: Project Documents.
UI Step

You will be directed to electronically sign the application through DocuSign. When the page loads, check the agreement box and click Continue at the top of the page.

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Scroll to the bottom of the application and click the Sign option next to the Applicant Signature field.

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In the modal window that appears, click Adopt and Sign to electronically sign the application. Your NameInitials will pre-populate and a, and signature example will already be completed for you.

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Your signature example will now appear on the signature line for the application. Click Finish to return to the application.

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Print & Continue:
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If you'd like a copy of the application, click Print.

  • Applicants who prefer to hand sign the application can bypass the Electronic Signature, clicking the Print button to print the application. Hand sign the application then either mail it in along with all required supporting documentation or scan the signed application onto your computer and upload it to the Online Application in the Step 6: Project Documents.
UI Step

To advance to the next step, click Continue at the bottom of the page.

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5 Review Page362626Section D: Energy Information:
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titlelearn more...
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titlelearn more...
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Review the Application:
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Review each section of the Review Page for your application. If information on the application is incorrect, use the Previous button at the bottom of the page to return to previous steps (pages) and update the information as needed.

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Image Removed

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Review the Required Documents section:
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The Required Documents section will outline any documents that are required as part of you application.

UI Step

If your application requires multiple documents, each will be listed as a separate line item. Click the Choose File button to the right of each requested required document to locate and upload the file from your computer.

UI Step

If you Electronically Signed the application in a previous step, there is no need to upload a signed application. However, if you chose to sign the application manually, after printing it, you will be required to upload a signed copy of the application to this section

For Section D: Energy Information, read through the disclaimer and check the I agree to the terms and conditions stated above box

.

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Complete the Other Documents section:
Section
You signature example will now appear on the signature line for the application. Click Finish to return to the application

.

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width45%

In the modal window that appears, click Adopt and Sign to electronically sign the application. Your NameInitials will pre-populate and a, and signature example will already be completed for you.

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UI Step

If there are any additional supporting documents you'd like to include as part of the application, click the Add Another Document option to locate and upload a document or file from your computer.

UI Step

Continue adding additional documents or files as needed

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Section H: Applicant Information:
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You will be directed to electronically sign the application through DocuSign. When the page loads, check the agreement box and click Continue at the top of the page.

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After reviewing the complete application, scroll to Section H: Application Information,

UI Step

Read through the disclaimer, then click the Electronic Signature button.

UI Step
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Then, scroll to the bottom of the application and click the Sign option next to the Applicant Signature field.

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Print
Save & Continue:
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If you'd like a copy of the application, click Print.
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To advance to the next step, click Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.

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6 Project Documents36
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16)","x":0,"y":1,"blur":3,"spread":1}]},"backgroundColor":{"color":"#ffffff"},"border":{"color":"#233e90","style":"solid","width":4,"bottom":false,"top":false,"left":true,"right":false},"borderRadius":{"radius":4}}}
Expand
titlelearn more...
body<p><br /></p>
Expand
titlelearn more...
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Aura - Title
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Review the Required Documents section:
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Complete the Other Documents section:
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Save
Submit 
&
the 
Continue
Application:
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On the last page of the application, click the Submit button.

UI Step

When you have successfully submitted your application, the page will reload and display Application Status: Your application has been submitted successfully.

It is recommended that you click Save before clicking Continue.

Tooltip
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To advance to the next step, click Continue at the bottom of the page.

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STEP 7: Submission Page36
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Next Steps","color":"#233e90","textAlign":"left","fontWeight":"normal","fontSize":
26}},"base":{"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]},"backgroundColor":{"color":"#ffffff"},"border":{"color":"#233e90","style":"solid","width":4,"bottom":false,"top":false,"left":true,"right":false},"borderRadius":{"radius":4}}}
body<p><br /></p>
section
Expand
titlelearn more...
Aura - Title
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Submit the Application:
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Application Review and Approval
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Shared Services will review your submitted application. If they require additional information or documentation, you will receive an email communication identifying the needed information.

  • Applicants should respond to this communication within ten (10) days to provide the request information.
  • Applicants who do not respond after ten (10) days to the initial notice will receive two (2) additional notices (the second at Day 20 and the third at Day 30) to remind them of the required information they must provide.
  • Once an applicant responds to any of the 3 (three) communications, the application will continue through the approval process.
  • Applicants who fail to respond to any of the three (3) notices will have their application cancelled systematically.
UI Step

If you application is approved, you will receive an email notice guiding you on next steps.

UI Step

If you application is rejected, you will receive an email notice outlining the reason for denial.

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UI Step


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