Page History

Aura - Title

color	#002d72
textAlign	left
fontSize	28
lineHeight	28
cloudText	Demo Title
tag	h1
fontWeight	bold

Participating Contractors: EmPower+ Enrollments

Aura - Divider

serializedStyles	{"alignment":{"horizontal":"start"},"icon":{"name":"faPaperPlane","color":"#333","size":24},"text":{"color":"#333","fontSize":14,"textAlign":"left","fontWeight":"bold","text":"Aura Divider"},"border":{"top":false,"right":false,"bottom":true,"left":false,"color":"#002d72","style":"solid","width":2},"size":{}}
type	regular

Info

icon	false

Welcome! Here you will find user information for Participating Contractors to submit and manage EmPower+ Enrollments through the NY Home Energy Portal.

Expand

title	NY HEP Measures List

View file

name	NY HEP Measure List.pdf
page	NY Home Energy Portal: Participating Contractors
space	PUBLIC
height	250

UI Expand

title	Enrollment Acceptance

Info

icon	false

The instructions below provides guidance for contractors with enrollment acceptance.

UI Steps

size	small

UI Step

Locate your enrollment and click on the Enrollment # to access the Enrollment Profile page.

Expand

title	screenshot

UI Step

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.

Expand

title	screenshot

UI Step

After the initial review step, the contractors will either Accept or Reject the enrollment by theDue Date.

Tip

Any time a step is rejected or cancled, it will be duplicated instead of being rolled back.

A reason must be selected under the Reason drop-down, and you are required to add a Note in the Notes tab.

Expand

title	screenshot

UI Step

If Contractors cannot process the enrollment acceptance step by the due date, they can extend the due dateby 5 business days after clicking on the Extend Due Date button.

Tipwarning

Contractors may only extend the due date once, if pass due, the system will automatically process the step as rejected because of due date expired.

Extending the due date will force a New Note window that must be completed before the enrollment due date can be extended.

Expand

title	screenshot

UI Step
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.

UI Step

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.

Tip
Once a step in any enrollment is processed, contractors will always be returned to the Enrollment Profile - Workflow page to access or review the next step.

Expand

title	screenshot

UI Expand

title	Workscope Submission

Info

icon	false

The instructions below provides guidance for contractors with the Workscope Submission step.

The Workscope Submission will be assigned to the Contractor who accepted the Enrollment Acceptance step.

Aura - Tab Group

settings

{"generalSettings":{"tabSpacing":0,"tabWidth":50,"tabHeight":40,"direction":"vertical"},"activeSettings":{"backgroundColor":{"color":"#002d72"},"text":{"fontSize":16,"color":"#fff","textAlign":"left","fontWeight":"normal"}},"inactiveSettings":{"backgroundColor":{"color":"#f4f5f7"},"text":{"fontSize":16,"color":"#5e6c84","textAlign":"left","fontWeight":"normal"}},"contentSettings":{"backgroundColor":{"color":"#fff"},"border":{"style":"solid","width":2,"top":false,"bottom":false,"left":true,"right":false,"color":"#002d72"},"padding":{"top":10,"right":10,"bottom":10,"left":10}},"hoverSettings":{"backgroundColor":{"color":"#0073a4"},"text":{"fontSize":16,"color":"#ffffff","textAlign":"left","fontWeight":"normal"}}}

tab

1

Aura - Tab

title	Applicant Information

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Workscope Submission - Applicant Information

Info

When the Workscope Submission is in the New status, complete the following on the Applicant Information tab.

Any insulation areas that will be proposed for improvement must have the corresponding Existing Condition filled out (ie. If they are proposing garage ceiling insulation, they must fill in the garage ceiling fields in existing conditions).

ui-ui-steps

size	small

UI Step

Input/select the Additional Applicant Information and Owner Information fields.

Tip
The fields will be prepopulated by the Salesforce API call when the enrollment is created.

Warning
Proceed if the Project Type is set as Full Comprehensive or Muni Install. Audit Install is for non invasive measures, unless you are able to obtain the landload approval, in which case the Project Type can be changed to Full Comprehensive.

Expand

title	screenshot

Image Removed

UI Step
Before the Contractor Assignment and Enrollment Acceptance workflow steps are developed, the Primary Trade Ally on the Workscope Submission step will default to the Trade Ally and Employee associated with the user that created the enrollment.

No project should be changed to a Muni Install unless directed by NYSERDA or CLEAResult.

Expand

title	screenshot

Image Added

UI Step

After every required field on the Applicant Information tab is filled out, input/select all required fields on these tabs:

Usage & Fuel Information
Existing Conditions
Partner Information
Other Information

Warning
All required fields contains two ** (asterisk).

UI Step
Once all of the required tabs are filled out, click the Save button and move on to the Existing Conditions the Usage & Fuel Information tab.

Aura - Tab

title	Usage & Fuel

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Workscope Submission - Usage & Fuel Information

Info

The instruction below provides guidance for contractors to complete the Usage & Fuel tab.

Information in the Utility Information section on this tab will come from the Combined Residential Application for EmPower+ Enrollments but can be updated or changed if needed.

Section

Column

width	40%

UI Steps

size	small

UI Step

On the Usage & Fuel tab, fill in all of the required fields that contains two ** (asterisk).

Tip
Some of the non-editable fields on this tab are calculated based on information added to editable fields.

UI Step
Once all of the required fields are complete, click the Save button to save the Usage & Fuel information.

Column

width	60%

Aura - Tab

title	Existing Conditions

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Workscope Submission - Existing Conditions

Info

The instruction below provides guidance for contractors to complete the Existing Conditions tab. Benefit to completing this information upfront will provide us pre-filled information in the Measures tab.

Any insulation areas that will be proposed for improvement must have the corresponding Existing Condition filled out (ie. If they are proposing garage ceiling insulation, they must fill in the garage ceiling fields in existing conditions).

Section

Column

width	40%

UI Steps

size	small

UI Step

On the Existing Conditions tab, fill in all of the required fields that contains two ** (asterisk).

Tip

The first two fields are preset and not editable for EmPower+ Enrollments.

If the Needs Improvment 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.

UI Step
Once all of the required fields are complete, click the Save button and move on the Parner Information tab.

Column

width	60%

Aura - Tab

title	Partner Information

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Workscope Submission - Partner Information

Info
The instruction below provides guidance for contractors to complete the Partner Information tab.

Section

Column

width	40%

UI Steps

size	small

UI Step
On the Partner Information tab, choose an option under the Choose one of the following drop-down list.

UI Step

Fill in all of the required fields that contains two ** (asterisk).

Tip
Depending on the option you select, you may have to respond to additional questions.

UI Step
Once all of the required fields are complete, click the Save button and move on the to Other Information tab.

Column

width	60%

Aura - Tab

title	Other Information

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Workscope Submission - Other Information

Info

The instruction below provides guidance for contractors with the Workscope Review Validation field group in the Other Information tab.

It is suggested to

Section

Column

width	40%

UI Steps

size	small

UI Step
On the Other Information tab, locate the Workscope Review Validation field group.

UI Step
If any of the Workscope Review Validations indicate Yes, the workscope will be submitted for a manual review by ClearResults.

UI Step

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.

Tip
If you would still like ClearResults to provide a manual review, select the Yes option under the Send Project to Manual Review? drop-down.

UI Step
If the Project Type is Audit Install, the Final Project Review step will be generated next.

UI Step
Once all of the required fields are filled out, click the Save button and move on to the Notes or Documents tab.

Column

width	60%

Aura - Tab

title	Notes

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Workscope Submission - Notes

Info

The instructions below provides guidance for contractors to add notes.

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 Users with access to this enrollment.

UI Steps

size	small

UI Step

On the Notes tab, click the New Note button. A new Note dialog will open.

Expand

title	screenshot

UI Step

Fill in the Notes field.

Tip
The Note Date and Note Time fields will automatically populate with the date and time the user clicked New Note, but the user will have the ability to change the prepopulated values.

Expand

title	screenshot

UI Step

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

Tip
If a user changes the default value to Users with access to this workflow step, users who do not 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.

UI Step

Click Save to save the new Note.

Tip

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.

Expand

title	screenshot

Aura - Tab

title	Documents

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Workscope Submission - Documents

Info
The instructions below provides guidance for contractors to upload documents. The required Document Types are listed under the Required column with red exclamation mark.

UI Expand

title	Upload Mutilple Documents

UI Steps

size	small

UI Step

On the Document tab, click the New button at the top of the Documents tab.

Expand

title	screenshot

UI Step

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.

Expand

title	screenshot

UI Expand

title	Upload Single Document

UI Steps

size	small

UI Step

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

Expand

title	screenshot

UI Step

Click Browse to select a file to upload.

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

Expand

title	screenshot

UI Step

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

Expand

title	screenshot

UI Step

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

Expand

title	screenshot

Aura - Tab

title	Measures

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Workscope Submission - Measures

Info

The instruction below provides guidance for contractors to complete the required data entry fields when adding measures to the Workscope Submission step.

Three measures will be added to the Workscope Submission step by default. Do not delete these measures and complete the required data entry fields for these measures.

For a full list of all program measures that may help with this tab, please access the NY HEP Measures List.

UI Steps

size	small

UI Step

On the Measures tab, click the Add Measures button. The Add Measures dialog will open.

Expand

title	screenshot

UI Step

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.

Tip
If you increase the No. to Add value after selecting the measure, the system will add that many unique instances of the measure to the Add Measure step.

Expand

title	screenshot

UI Step

After you add one or more measures to the step, enter each measure’s P Qty (planned quantity) or I Qty (installed quantity) if it is not prepopulated. Then, click anywhere on the section to complete the data entry fields for each measure.

Tip
Required fields are denoted with **. After all the measures are added and all the data entry fields are filled out, the Appliance Request step can be processed.

Expand

title	screenshot

UI Step

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.

Tip
If there are any missing fields, a popup will appear notifying you of what is missing.

UI Step
Once all of the required fields are filled out, move on the to the Reports tab as everything will be saved automatically in Measures.

UI Expand

title	Final Project Submission

Info

icon	false

The instruction below provides guidance for contractors with Final Project Submission.

The Final Project Submission will be assigned to the Contractor that was assigned to the Workscope Submission step. To open theFinal Project Submission step, click on the Final Project Submission hyperlink in the Enrollment profile.

The Final Project Submission step will include the following:

UI Steps

size	small

UI Step

Workflow Step Detail - Incentive Information

This field group will display the Workscope Review Incentive Amount, the Final Project Submission Incentive Amount (the current incentive value), and whether the difference between these two values exceeds the Change Allowance Threshold (+$500 or -$1000). If so, the Final Project Reviewer will initiate a Final Technical Review.

Tip

Tier 1 Projects: If the change allowance exceeds the thresholds or a customer contribution is required, a change order approval is required.

Tier 3 Projects: any deviation from the approved workscope requires a change order to be submitted.

UI Step

Measures Tab

All the measures that were planned on the Workscope Submission step and then approved on the Workscope Review (if applicable) will be displayed on the Final Project Submission step. The user can click on a measure to edit the installed measure information.

For a full list of all program measures that may help with this step, please access the NY HEP Measures List.

UI Step

Documents Tab

The contractor will be required to upload the following documents on the Final Project Submission step:

Change Order (Conditional)
Final Project Submission Photos
Post Installation Measure Report
Pre-Installation Agreement Form

Tip

icon	false

Follow the instructions on the Documents tab above for more guidance.

UI Step

Processing

When the contractor is ready to process the Final Project Submission step, they can select one of the following Outcomes:

Work Complete: The system will generate the Final Project Review step next.
Cancel: The system will reopen the Workscope Submission step next.
On Hold: follow the step below for more guidance

Tip
If you change the Outcome / Reason, click Save before you process the step. If the Cancel Outcome is selected, all Cancel Outcome Reasons will require a note, follow the instructions on the Notes tab above for more guidance.

UI Step

On Hold Outcome

If the contractor selects the On Hold Outcome, they will need to select one of the following Reasons:

Contractor Issue
Customer Request
Premise Issue

Tip
If you change the Outcome / Reason, click Save before you process the step.

Return to the Main NY HEP: Participating Contractors Page

HTML

<style type="text/css">  
#title-text { display: none;}
.panelContent {
display: none;
}
.aura-tab-content {
margin-top: 0px!important;
padding-top: 0px!important;
}
.panel, .alertPanel, .infoPanel {
margin-top: 0px!important;
}
.panelHeader {
font-size: 20px;
padding-top: 5px!important;
padding-bottom: 5px!important;
}
</style>

Space shortcuts

Versions Compared

Old Version 31

New Version 32

Key