Skip to end of metadata
Go to start of metadata

Introduction

The Combined Residential Application is intended to streamline the application process while broadening the scope of services approved Applicants are eligible for. The application can be accessed by navigating to nyserda.ny.gov/ahp-empower. Applicants can access and complete the application online (an Application Portal Account is required) or print, sign and mail in a paper application.

Applicants can receive assistance from Participating Contractors and/or Community Organizations when completing an application.

Why Complete an Application Online?

Faster, Safer, and More Accurate:

  • Its the fastest path for reviewing and approving an AHP or EmPower applicant.
  • Reduces or prevents incomplete, incorrect or missing information in the application.
  • Sensitive documents (proof of income, utility bills) in any format (pdf, photo) are uploaded securely.
  • Applicants can provide an e-signature rather than a physical one.
  • Approved applications automatically and seamlessly upload into Uplight to auto-create projects.

More Control:

  • Applicants can choose their own Contractor if they own the property referenced in the application.
  • Applicants can start, stop and return to the application at anytime which is helpful if1:

The application cannot be completed in one setting,

Additional time is needed to gather required and/or supporting documents or information

More Reliable Communications:

  • NYSERDA staff can leverage the online application to quickly reach out to applicants directly for missing documentation or information.
  • The system the application is built around provides timely, automated reminders and notifications to applicants when communication is necessary.

Reminders are sent at day 10, 20, and 30 once an application has been initiated.

Manual cancellation of the application occurs at day 30.

The materials below provide additional resource and materials to help CEAs who are assisting Applicants when completing and submitting a Combined Residential EmPower/AHP Application. When assisting Applicants, refer to the materials within each tab. Additionally, applicants can be provided the following link which will allow them to access related material specific to their needs: https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=81855384

Resource Materials
Creating an Application Portal Account
Submitting an Online Application
Accessing a Submitted Application
Presentation Materials

NYSERDA conducted a training to introduce the new Combined Residential Application in July, 2021. The below presentation was used during that training session and can be accessed below for review purposes.

Training Videos

NYSERDA conducted a training to introduce the new Combined Residential Application in July, 2021. The below recording can be accessed to review that training session.

Salesforce Application Portal

Applicants are required to create a Salesforce Application Portal account to use the Online Application. A Salesforce Application Portal account provides multiple methods of communication through the use of Notes and Attachments that allows Applicants to:

  • Communicate with the NYSERDA program (even after application submission).
  • Update information or documents in their application.


The instructional materials below are intended to provide guidance for:

  • Applicants when creating a Salesforce Application Portal, or
  • CLEAResult Shared Services, Community Organizations, NYSERDA Energy Advisors, and Participating Contractors when assisting Applicants through the online application process.

On the Portal Registration page, review through the introductory text to familiarize yourself with the registration requirements.

On the same page, complete all three fields in the Contact Information section. This includes First NameLast Name, and Email Address. All fields are required.

Then click Create.

The page will reload with instructions that outline what happens next. Salesforce generates an email to the email address provided in step 3 above to continue the Salesforce Portal account creation process.

Access the email account entered into step 3 above and locate the email sent by Salesforce. This email contains a link to continue with your Salesforce Portal account creation as well as your Username (the email address entered in step 3 above with .nyserda appended to the end).

Click the link within the email.

On the page you are directed to, create, and confirm, a password for your Salesforce Portal account, being sure to consider the password rules listed on the page. Then, click Change Password.

Once Change Password is clicked, you will be directed to your new Salesforce Portal account.


Combined Residential Application

The Combined Residential 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 provide guidance on how to access, complete and submit a Combined Residential Application. To access instructions specific to each step below, click the learn more... link to expand the section and review the related materials.


The instructional materials below are intended to provide guidance for:

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

The application is comprised of seven (7) distinct steps, or pages, that you will navigate through as you complete the application. Each page contains fields and information that must be provided as part of the application which are denoted by a red asterisk.

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.

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. 

To re-access a Saved and incomplete application:

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

  3. Locate the correct Application and click on the link in the Project Name column


  4. Finally, click on the Application Wizard button to return to your incomplete application.

STEP 1: Applicant Information
Complete the Application Information section:

Your First Name and Last Name will pre-populate.

Select your Preferred Applicant Language from the drop-down.

Provide your Primary Phone Number.

All other fields are optional and can be completed at need.

Complete the Site Information section:

Using 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 list will populate all other address fields on the page.

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.

screenshot

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 is the owner of the dwelling associated with the address entered into the application.

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

The Number of Units field becomes required if Multi-Family (5+ units) is selected as the Dwelling Type.

Save & Continue:

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

STEP 2: Utility Information
Complete the Utility Information section:

Select the Electric Utility Provider & the Primary Heating Fuel Type for the site.

When 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.

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.

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

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.

Save & Continue:

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

STEP 3: Partner Information
Complete the Partner Information section:

Select a Contractor from the  Contractor Selection drop-down.

  • When selecting a Contractor, you can either,
    • Select one that you have already been working with,
    • Select the Select Next Available option to have the next available Contractor assigned to your project, or
    • Select your preference for a Contractor Partner from the list.
  • 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 CLEAResult Shared Services.
  • CLEAResult Shared Services selects Contractors when Paper Applications are submitted 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.

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.

Save & Continue:

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

STEP 4: Eligibility Screening
Review the Geo-Eligibility Screening:

Applicants need only satisfy one Eligibility Requirement.

Geo-Eligibility is determined automatically by the system based on the Applicant's address.

Applicants who are considered Moderate Income are not eligible for Geo-Eligibility.

Complete the Referral Code Screening:

If you received a letter from NYSERDA with a Referral Code, select Yes in response to the question, enter the Referral Code in the provided field, then skip to Complete the   Household Demographics Section below. No additional eligibility questions are required.

  • 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.

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.

Complete the Categorical Screening:

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

If you or any household member received an award letter for HEAP, SNAP (Food Stamps), SSI, TANF, or Public Assistance in the past 12 months, select Yes. Categorical eligibility is based on the date within the award letter. Award letters are good for one year from the date provided within.

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

    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 in the application.

Once completed, advance to the Household Demographics section.

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 Documentation Screening. Review instructions for that section below.

Complete the Income Documentation Screening:
  • 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.

    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

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

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

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. 

Continue adding household members and income sources as needed.

Complete the Household Demographics Section:

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

Select the Number of Household Members from the drop-down.

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

Save & Continue:

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

STEP 5: Review Page
Review the Application:

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.

Section D: Energy Information:

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

Section H: Applicant Information:

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

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

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 in 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.

    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, then scan the signed application onto their computer for upload during Step 6: Project Documents.

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.

screenshot

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

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.

screenshot

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

Print & Continue:

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.

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

STEP 6: Project Documents
Review the Required Documents section:

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

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.

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 out, you will be required to upload a signed copy of the application to this section.

Complete the Other Documents section:

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.

Continue adding additional documents or files as needed.

Save & Continue:

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

STEP 7: Submission Page
Submit the Application:

On the last page of the application, click the Submit button.

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

screenshot

Next Steps
Application Review and Approval

You submitted application will be reviewed by CLEAResult Shared Services. If additional information or documentation is required, 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.

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

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


Accessing Submitted Combined Residential Applications

NYSERDA Energy Advisors and Participating Contractors can access submitted Combined Residential Applications from their Salesforce Portal account. To make locating specific applications easier, a Created By field has been added to help quickly identify who submitted each application

The instructional materials below are intended to provide guidance for NYSERDA Energy Advisors and Participating Contractors when accessing submitted applications in Salesforce.

After logging into Salesforce, click the Projects tab.

A list of Submitted applications will appear on the Projects list. To locate a specific application, review the name in the Created By column to identify who submitted each application. This will make locating specific applications easier to perform.

  • No labels