Introduction
The materials below provide additional resource and materials to help CLEAResults Shared Services who are assisting Applicants when completing and submitting a Combined Residential EmPower/AHP Application. 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
Process Overview
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The instructional materials below are intended to provide guidance for CLEAResult Shared Services when assisting Applicants with creating an Application Portal Account in Salesforce.
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, Participating Contractors, and Participating Utilities when assisting Applicants through the online application process.
Access the Portal Registration website for the Energy Affordability & Equity Residential program.
On the Portal Registration page, review 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 Name, Last Name, and Email Address. All fields are required.
Click Create.
The page will reload with instructions that outline next steps. 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 you click Change Password, you will be directed to your new Salesforce Portal account.
The instructional materials below are intended to provide guidance for CLEAResult Shared Services when creating Campaign Codes in Salesforce.
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The instructional materials below are intended to provide guidance for CLEAResult Shared Services when assisting Applicants with accessing and submitting a Combined Residential Application online.
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.
The instructional materials below are intended to guide:
- Applicants when submitting an online application, or
- CLEAResult Shared Services, Community Organizations, NYSERDA Energy Advisors, Participating Contractors, and Participating Utilities when assisting applicants through the online application process.
Applicants can access the online application by clicking the link below and logging into your Salesforce Portal account, then by selecting the EmPower+ Application option.
The application is comprised of seven (7) distinct steps, or pages, that you will navigate as you complete the application. Each page contains required fields and information 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 access a Saved and incomplete application:
- Log back into the Salesforce Portal
Select the Enrollment tab
Locate the correct application and click the link in the Enrollment Name column
Finally, click the Application Wizard button to return to your incomplete application.
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 as needed.
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.
screenshotIf 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 you select Multi-Family (5+ units) 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.
Complete the Utility Information section:
Select the Electric Utility Provider and the Primary Heating Fuel Type for the site.
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.
Complete the Partner Information section:
Select a contractor from the Contractor Selection drop-down.
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.
Review the Geo-Eligibility Screening:
Applicants need to satisfy one Eligibility Requirement.
Geo-Eligibility is determined automatically by the system based on the Applicant's address.
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.
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 benefits), 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.
- Multiple options can be selected.
An award letter, for each option selected, must be submitted as part of this application.
- 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.
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.
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.
- 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.
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.
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.
screenshotcroll 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 Name, Initials will pre-populate and a, and signature example will already be completed for you.
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.
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, 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.
Submit the Application:
On the last page of the application, click the Submit button.
When you have successfully submitted your application, the page will reload and display Application Status: Your application has been submitted successfully.
