Page History

Access the To Do List from the Main Menu. The To Do list will automatically search for and show any EmPower+ Enrollments assigned to them 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 dateby 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 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.

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).

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

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

Workscope Review Validation is to help the Contractor understand if the enrollment will be required to undergo a Manual Review by CLEAResult. It is suggested to return back to this tab before processing to confirm if changes made to other tabs will effect the Manual Review requirement.

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

On the Measures tab, click the the Add Measures button 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 the Save button  button in the dialog. 

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. 

After all the measures are added and all the data entry fields are filled out, the Assessment Submission step can be processed. Click the the Process button  button at the top of the Measures tab or the Applicant Information tab. 

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

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.

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.

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.

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

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

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