Versions Compared

Old Version 9

changes.mady.by.user Colin Hickey

Saved on

compared with

New Version Current

changes.mady.by.user Colin Hickey

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Anchor
Top_of_Page
Top_of_Page
Aura - Title
color#002d72
textAlignleft
fontSize34
lineHeight34
cloudTextDemo Title
tagh1
fontWeightbold
MyEnergy: Application Management External User Guides
Aura - Divider
serializedStyles{"alignment":{"horizontal":"start"},"icon":{"name":"faPaperPlane","color":"#333","size":24},"text":{"color":"#333","fontSize":14,"textAlign":"left","fontWeight":"bold","text":"Aura Divider"},"border":{"top":false,"right":false,"bottom":true,"left":false,"color":"#002d72","style":"solid","width":2},"size":{}}
typeregular
Info
iconfalse

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 an Application
check mark check mark check mark check mark check mark 
check mark 
check mark
View an Application via MyEnergy

check mark 
check mark 
check mark



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



check mark 


Aura - Panel
tab1
styles{"body":{},"header":{},"headline":{},"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}]},"borderRadius":{"radius":4},"backgroundColor":{"color":"#f8f8f8"}}}

Submit an Application

Info
iconfalse

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
sizesmall
UI Step

Navigate to MyEnergy Home Page and click Start My Journey.

Expand
titlescreenshot

UI Step

Click Start My Plan. 

Tip
iconfalse

Projects currently available:

  • Weatherization

  • Heat Pump Dryers

  • Home Energy Assessment

Expand
titlescreenshot

UI Step

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

Tip
iconfalse

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.

Expand
titlescreenshot

 Image RemovedImage Added

UI Step

Enter Assistance Information and click Next.

Tip
iconfalse

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.
Expand
titlescreenshot

UI Step

Enter Physical Address Information and click Next. 

Tip
iconfalse

Physical Address Information:

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

Expand
titlescreenshot

UI Step

Select Household Income Range and click Next. 

Tip
iconfalse

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

Expand
titlescreenshot

UI Step

Select Home Improvement Project and click Next. 

Tip
iconfalse

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.

Expand
titlescreenshot

UI Step

Review Eligibility Details then select Continue Application.

Tip
iconfalse

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.

Expand
titlescreenshot

UI Step

Enter and upload Appliance Information and click Next.

Tip
iconfalse

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

Expand
titlescreenshot

UI Step

Enter Applicant Contact Information and click Next.

Expand
titlescreenshot

UI Step

Confirm Site Location and click Next. 

Tip
iconfalse

Updating Addresses:

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

Expand
titlescreenshot

UI Step

Enter Homeowner Informationand click Next.

Tip
iconfalse

Updating Addresses:

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

Expand
titlescreenshot

UI Step

Enter Utility Informationand click Next.

Expand
titlescreenshot

UI Step

Enter Partner Information and click Next.

Expand
titlescreenshot

UI Step

Enter Household Member Information and click Next. 

Tip
iconfalse

Adding Household Members:

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

Expand
titlescreenshot

UI Step

If applicable, enter Household Member Income.

Expand
titlescreenshot

 

UI Step

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

UI Step

Click +New Document toupload any documentation and click Next.

Tip
iconfalse

What Documents should I upload?:

  • Categorical Income Information

  • Proof of Income

Expand
titlescreenshot

UI Step

Sign your application by selecting Proceed to eSignature. 

Tip
iconfalse

Obtaining eSignature:

When a resident submits their own application, they will be directed to DocuSign to complete and eSignature.

Expand
titlescreenshot

UI Step

Confirm application completion and close window.

Expand
titlescreenshot

 

Back to Table of Contents

Aura - Panel
tab1
styles{"body":{},"header":{},"headline":{},"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}]},"borderRadius":{"radius":4},"backgroundColor":{"color":"#f8f8f8"}}}

View an Application via MyEnergy

UI Steps
sizesmall
UI Step

Open MyEnergy and click My Projects.

Expand
titlescreenshot

UI Step

Open application by clicking on Application Number Hyperlink.

Expand
titlescreenshot

Back to Table of Contents

Aura - Panel
tab1
styles{"body":{},"header":{},"headline":{},"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}]},"borderRadius":{"radius":4},"backgroundColor":{"color":"#f8f8f8"}}}

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

UI Steps
sizesmall
UI Step

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

Expand
titlescreenshot

UI Step

Click Launch Application.

Expand
titlescreenshot

Back to Table of Contents

Excerpt
hiddentrue
Info
iconfalse

Table of Contents

Table of Contents
minLevel2

MyEnergy Home

HTML
<style type="text/css">
#title-text { display: none;}
</style>