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NY Home Energy Portal Overview

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Welcome! The NY Home Energy (NYHEP) Portal is NYSERDA’s system for Participating Contractors/Vendors to submit project/enrollments to the Program. This system is intended to be used by Participating Contractors, Regional Clean Energy HUBS, Appliance Vendors and Program Staff. This section will provide an overview of the NYHEP functionality.

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title	Important Terminology

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	PUBLIC:NY Home Energy Portal: Participating Contractors
	PUBLIC:NY Home Energy Portal: Participating Contractors
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title	Log In

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The instructions below provides guidances on how to access the New York Home Energy Portal (NYHEP) and resetting your account password.

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Logging Into NYHEP

Access the NYHEP and type in your Username and Password. When finished, click the Sign In button to log in.

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Forgot Password

If the contractor forget their password, click the Forgot Password? link on the login page. Type in the User ID then click the Reset It button,

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users will then receive an email notification with a link and instructions to reset the password.

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title	My Profile

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The My Profile tab can be accessed under the Security tab on the top right of your New York Home Energy Portal (NYHEP).

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My Information

This tab allows contractors to update the following:

Name
Email Address
Phone number

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Email Subscription

Contractors can subscribe and un-subscribe to an email by clicking on the check box, it will automatically activate the subscribtion.

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Save Changes

Click the Save button to save any changes/updates made under your profile.

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title	Change Password

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The Change Password tab can be accessed under the Security tab on the top right of your New York Home Energy Portal (NYHEP).

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Change Password

This tab allows contractors to update their password. Enter in your previous password followed by the new password. When ready, click Change Password.

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title	Online Help

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The instructions below provides guidances on how to access the online help page for additional support.

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Help Icon

The Help Icon can be access on the top right side of most tabs that you are in.

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Online Help

Use the expandable tabs from the left hand page tree to locate the additional guidance you are looking for.

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Search

The Search option can be used to search for specific words or phrases.

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title	Add Notes

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The instruction below provides guidance on how to add notes within Enrollments and Customer Records.

Notes added to an enrollment can be accessed during any other workflow step for the same enrollment and are accessible to anyone with access to the specific enrollment.

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To add a new note, access the Note tab and click the New Note button. A new Note dialog will open.

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Notes can be added to any Record or Enrollment in the NY HEP where a Note tab is present.

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Fill in the Notes field.

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The Note Date and Note Time fields will automatically populate with the current date and time. Users can change these fields if needed. The system will still document the actual date and time the note was created as well.

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The Who can view this note? field will default to Users with access to this enrollment.

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For Contractors, it does not matter what option is selected for this field as anyone with access to the enrollment will also have access to the workflow step. It is best to leave this field alone.

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If the This is an Interaction checkbox is checked, a drop-down will appear allowing Contractors to add this note to one of the available reports.

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Click Save to save the new Note.

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Once a note is saved, Contractors cannot edit or delete it. Be sure to review the note carefully before clicking save.

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title	Upload Documents

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The instruction below provides guidances on how to upload document(s) within an enrollment. A red exclamation mark will be displayed under the Required column indicating the document type being a Required Document.

Multiple documents can be uploaded at the same time:

PC Users: CTRL + Click

Mac Users: Command + Click

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To upload a Document, access the enrollment's Documents tab during any step.

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Click

Click the New button for the Document dialog will open.

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Click Browse to select a file to upload.

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Multiple documents can be uploaded at the same time.

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After the file is uploaded for the Document Type, click Save and then click Close to upload the file and close the dialog.

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After you’ve selected a file, you can remove it by clicking the x Remove button.

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This is the Contractors last opportunity to click Remove to not upload a specific document. Once Save is clicked, the document becomes a public record and it cannot be edited, deleted, or otherwise overwritten. If the wrong document is uploaded, Contractors will need to upload the correct document and use the Comments fields to let both CLEAResult and NYSERDA know which is the correct document to review.

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To download and view an uploaded document, click the Document Name Hyperlink.

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title	Reporting

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The instructions below provides contractors with guidance on how to run a Report.

The Program Reports option provides an alternate mechanism to access many of the same reports that can be generated during the enrollment process.

For REA Enrollments, the Invoice Report can be used to provide Contractors with everything they will need to know for Loan Proformas.

For EmPower+ Enrollments, the program requires contractors to submit an invoice. This report can be used for this purpose either during the Workscope Submission (for Direct Installs) or during Final Project Submission (for Full Installs).

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title	Program Report Guide

Name	Description
Certificate of Completion Audit and Direct Install	While Contractors are able to utilize their own Certificate of Completion, this report can be generated during the Workscope Submission step.
Customer Report	The Customer Audit Report must be provided to customers. It details the recommended and proposed work determined during Workscope Submission. This report is best generated during the Workscope Submission step from the Reports tab. This report can be re-generated during Final Project Submission if additional changes were made to the Measure/Workscope during Final Project Submission.
Invoicing Report	This report can be generated for either REA or EmPower+ enrollments and can be used to satisfy the EmPower+ program invoice requirement and it can be used to REA enrollments when contractors are completing the ProForma as this report contains all the inputs contractors will need for that purpose. This report can be generated either during Workscope Submission (EmPower+) or Assessment Submission (REA), or during Final Project Submission.
Post-Install Measure Report	This is a required report that must be uploaded to the enrollment during Final Project Submission. This report can be generated during Final Project Submission from the Reports tab and required a customer signature before upload. Follow the guidance in the Program Manual regarding customer signatures, particularly if you would like to capture the customer's signature digitally.
Pre-Install Measure Report	This is a required report that must be uploaded to the enrollment during Final Project Submission. This report can be generated either during Workscope Submission or Final Project Submission from the Reports tab and required a customer signature before upload. Follow the guidance in the Program Manual regarding customer signatures, particularly if you would like to capture the customer's signature digitally.

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On the portal homepage, click the Program Reports under the Reports tab. A new window will pop-up directing you to the Reporting Services page

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On the Reporting Services page, locate and click on the your report.

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All All of the reports accessible from this page are also accessible from Enrollments.

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Return to the Main NY HEP: Participating Contractors Page

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