Participating Contractors: EmPower+ Enrollments
Welcome! Here you will find user information for Participating Contractors to submit and manage EmPower+ Enrollments through the NY Home Energy Portal.
Access the To Do List from the Main Menu. The To Do list will automatically search for and show any EmPower+ Enrollments assigned to you by CLEAResult based on the customer's preference in the EmPower+ Application.
Locate your enrollment and click on the Enrollment # to access the Enrollment Profile page.
Within the Enrollment Profile page, review the enrollment history and click on the Enrollment Acceptance hyperlink under open status. The page will redirect to the Enrollment Acceptance workflow step.
Contractors begin by determining if they should accept the enrollment. Review the Application Priority Reasons and the Details Provided by Customer in the Applicant Information section of the Workflow Step Detail tab to determine if this is an enrollment that should be accepted or rejected.
If Contractors cannot process the enrollment acceptance step by the due date, they can extend the due date by 5 business days after clicking on the Extend Due Date button.
Notes and Documents are optional for this step. See the NY Home Energy Portal Overview for more guidance on how to add or upload notes and documents.
When all the required fields are completed, the contractor may Process the step by clicking Process. The Work Scope Submission is going to change the assignment status to New and It will be assigned to the Contractor.
The fields will be prepopulated by the Salesforce API call when the enrollment is created. If the contractors leave outcome as Accepted, they should review this page, including the Project Type.
Once all of the required tabs are filled out, click the Save button and move on to the Usage & Fuel Information tab.
On the Usage & Fuel tab, fill in all of the required fields that contains two ** (asterisk).
Once all of the required fields are complete, click the Save button to save the Usage & Fuel information.
On the Existing Conditions tab, fill in all of the required fields that contains two ** (asterisk).
The first two fields are preset and not editable for EmPower+ Enrollments.
If the Needs Improvement option is selected under the Summary Section, you would be required to add at lease 1 associated Measure on the Measures tab to address the condition.
Once all of the required fields are complete, click the Save button and move on the Partner Information tab.
On the Partner Information tab, choose an option under the Choose one of the following drop-down list.
Fill in all of the required fields that contains two ** (asterisk).
Once all of the required fields are complete, click the Save button and move on the to Other Information tab.
On the Other Information tab, locate the Workscope Review Validation field group.
If any of the Workscope Review Validations indicate Yes, it signifies that this enrollment will be required to undergo a Manual Review by the Program team before you can begin the Final Project Submission.
If all of the Workscope Review Validations indicate No, the Workscope will be auto-approved and work may proceed. The NYHEP will move the project to Final Project Submission.
If the Project Type is Audit Install, the Final Project Review step will be generated next.
Once all of the required fields are filled out, click the Save button and move on to the Notes or Documents tab.
To add a new note, access the Note tab and click the New Note button. A new Note dialog will open.
Fill in the Notes field.
The Who can view this note? field will default to Users with access to this enrollment.
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.
Click Save to save the new Note.
To upload a Document, access the enrollment's Documents tab during any step.
Click the New button for the Document dialog will open.
Click Browse to select a file to upload.
After the file is uploaded for the Document Type, click Save and then click Close to upload the file and close the dialog.
To download and view an uploaded document, click the Document Name Hyperlink.
On the Measures tab, click the Add Measures button. The Add Measures dialog will open.
To select one or more measures to add to the step, check the box in the left-hand column. To add the selected measures to the step, click the Save button in the dialog.
After you add one or more measures to the step, enter each measure’s P Qty (planned quantity) for Full Comprehensive and Muni Install Project Types or I Qty (installed quantity) for Audit Install Project Types if it is not prepopulated. Then, click anywhere on the section to complete the data entry fields for each measure.
Contractors can delete a Measure by clicking on the Red X Icon.
The Folder Icon at the fart right of each measure will allow Contractors to add 1 comment per measure per step. These comments are visible during Final Project submission for Measures that come through to the Final Project Submission.
The Paper Icon at the far right of each measure will allows Contractors to associated previously uploaded documents to specific measures, such as the Workscope Submission Photos (required document).
Once all of the required fields are completed, click the Save button.
After all the measures are added and all the data entry fields are filled out, the Assessment Submission step can be processed. Click the Process button at the top of the Measures tab or the Applicant Information tab. Then, move on the to the Reports tab.
On the Reports tab, click the Generate Reports button, a new Report dialog will open.
Select either the Customer Audit Report or Pre Install Audit report and click the OK button.
The reports will automatically download once they are generated. Reports can also be downloaded manually by clicking on the hyperlink under the Name column.
