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NY Home Energy Portal Overview

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Info

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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	Common Terminology

New Term	Definition
Appliance Project Type workflow	Appliance Order/Sub-Workflow
Applicant	Participant
Approved Income Tier: Tier 1 (Low-Income)	Tier 1 (EmPower NY)
Approved Income Tier: Tier 3 (Moderate-Income)	Tier 3 (Assisted Home Performance)
Direct Install (Note: Similar to an ER, but requires a comprehensive assessment)	EmPower New York - Electric Reduction
Enrollment	Project
Enrollment Number	Project ID
Existing Conditions/Measures (Tabs in the NY HEP)	EmPCalc/Res Audit Tool
Full Comprehensive	EmPower New York - Home Performance
Muni Install (Full Comprehensive without electric measures)	N/A
Process	Submit
Processor Trade Ally (will be updated post launch)	Community HUB
Save (Save Data Entry without processing to the next step)	N/A
Trade Ally	Participating Contractor/Vendor
Workflow Step	Task/Project Stage

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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, 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 guidances on how to add notes within an enrollment.

The following Notes will be displayed on the Notes tab:

The Notes that were added to this workflow step.

The Notes that were added to a different workflow step that the user has access to.

The Notes that were added to a different workflow step that the user does not have access to as long as the Note’s Who can view this note? field is set to

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

Users with access to this

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 and Note Time fields will automatically populate with the current date and time the user clicked New Note, but the user will have the ability to change the prepopulated values. 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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If a user changes the default value to Users with access to this workflow step, users who do not 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 step that the Note originated from will not be able to see the Note on the steps that they can access or on the Enrollment Profile - Notes page.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.

After you click Save, if your user does not belong to a group with the Workflow Step Notes - Edit role, they will not be able to edit the Note.

If your user does not belong to a group with the Workflow Step Notes - Delete role, they will not be able to delete the Note.

Contractors will not have the ability to Edit or Delete notes.

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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 the New button for click the Edit button icon in that Document Type’s row, the Document dialog will open.

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.

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After you’ve selected a file, you can remove it by clicking the x Remove button Click Browse to select a file to upload.
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After the file is uploaded for the Document Type, click Save and then click Close to 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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If you want to upload more than one Document Type at the same time, click the New button at the top of the Documents tab.

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

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The Upload Documents dialog will open. You will need to select the Document Type for every file you choose in the Upload Documents dialog. When finished, click Save.

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title	Reporting

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

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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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 Invoice Report.

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The only report of significance to Contractors is the Invoice report.

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On the Invoice Report page, click on the Calendar Icon to select the date range.

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Once the date range is selected, click on the View Report button to view your Invoice Reports.

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Return to the Main NY HEP: Participating Contractors Page

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