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Participating Contractors: EmPower+ Enrollments

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Enrollment Acceptance

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

ui-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

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title

Training Videos

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The

instructions below provides guidance for contractors with enrollment acceptance

videos below should be watched in the sequenced order shown below when working through the complete EmPower+ Enrollment process.

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.

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Access the To Do List from the Main Menu. The To Do list will automatically search for and show any EmPower+ Enrollments assigned to you by CLEAResult based on the customer's preference in the EmPower+ Application.

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The To Do list should also be used when continuing an REA or EmPower+ Appliance Enrollment initiated by the same user.

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title	Accepting EmPower+ Enrollments

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name	EmPower Enrollment Acceptance.mp4
width	100%
height	100%

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

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EmPower+ Workscope Submission

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The video below is the same video for the REA Assessment Submission as both steps follow a similar process. Any step devastations between REA and EmPower+ enrollments are called out during the video.

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name	REA Assessment or EmPower Workscope Submission.mp4
width	100%
height	100%

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title	EmPower+ Final Project Submission

Multimedia

name	EmPower Final Project Submission.mp4
width	100%
height	100%

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title	Enrollment Acceptance

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The instructions below provides guidance for contractors with enrollment acceptance.

UI Steps

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UI Step

Access the To Do List from the Main Menu. The To Do list will automatically search for and show any EmPower+ Enrollments assigned to you by CLEAResult based on the customer's preference in the EmPower+ Application.

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The To Do list should also be used when continuing an REA or EmPower+ Appliance Enrollment initiated by the same user.

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

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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.

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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.

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If the contractor selects

UI 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.

Warning

If the contractor selects Rejected from the Outcome, they will be required to select a reason and add a note to the Notes tab explaining in as much relevant detail as needed to help CLEAResult know what to do with the enrollment when it is pushed back to them to select an alternate contractor.

If contractor select On Hold from the Outcome, they will be required to select a reason. Once Save is clicked, two new fields will appear in the On Hold Information section to document the reason for the hold and include a reminder date that will allow the system to send an email notification on that date to the contractor who placed the enrollment on hold. Enrollments on hold cannot be processed until the hold is removed.

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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.

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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.

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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.

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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.

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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.

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Contractors can delete a Measure by clicking on the Red X Icon.

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title	Workscope Submission

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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.

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

Aura - Tab Group

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title	Applicant Information

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title	Workscope Submission - Applicant Information

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

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The fields will be prepopulated by the Salesforce API call when the enrollment is created. If the contractors leave outcome as Accepted, they should review this page, including the Project Type.

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If the contractor selects Rejected from the Outcome, they will be required to select a reason and add a note to the Notes tab explaining in as much relevant detail as needed to help CLEAResult the program team know what to do with the enrollment when it is pushed back to them to select an alternate contractor.

If contractor select OnHold from the Outcome, they will be required to select a reason. Once Save is clicked, two new fields will appear in the On Hold Information section to document the reason for the hold and include a reminder date that will allow the system to send an email notification on that date to the contractor who placed the enrollment on hold. Enrollments on hold cannot be processed until the hold is removed.

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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.

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

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

Aura - Tab

title	Usage & Fuel

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title	Workscope Submission - Usage & Fuel Information

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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.

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

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

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

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Aura - Tab

title	Existing Conditions

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title	Workscope Submission - Existing Conditions

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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).

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

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

If the Needs Improvment Improvement 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.

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

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Some fields on this screen become Conditionally Required based on responses to previous fields. Those Conditionally Required fields will not include a **.

Conditionally Required fields are often fields that will appear based on responses to previous fields. If you try to process the step without completing those Conditionally Required fields, the system will prevent you from processing the step until you complete those fields.

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Aura - Tab

title	Partner Information

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title	Workscope Submission - Partner Information

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

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

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Depending on the option selected, additional required fields will become visible.

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

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

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

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Aura - Tab

title	Other Information

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title	Workscope Submission - Other Information

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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 CLEAResultthe Program team. 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.

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

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The 2nd, 3rd, and 4thdrop downs all deal with the State Historical Preservation Office. If Yes is selected for those drop-downs, the All SHPO Questions are Yes validation will turn into a yes. In this case, a manual review by CLEAResult the Program team will be required and the contractor will be required to upload the SHPO form as well.

UI Step
If any of the Workscope Review Validations indicate Yes, it signifies that this enrollment will be required to undergo a Manual Review by CLEAResult the Program team before you can begin the Final Project Submission.

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If all of the Workscope Review Validations indicate No, the workscope Workscope will be auto-approved and work may proceed. The NYHEP will move the project to Final Project Submission.

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

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

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

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Aura - Tab

title	Notes

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title	Workscope Submission - Notes

Excerpt Include

	NY Home Energy Portal Overview
	NY Home Energy Portal Overview
nopanel	true

Aura - Tab

title	Documents

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title	Workscope Submission - Documents

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The instruction below provides guidance on how to upload document(s) within an enrollment. A red exclamation mark will be displayed under the Required column indicating the Required column indicating the document type being a Required Document. document type being a Required Document. When uploading documents, multiple document types can be selected for a single document. This is helpful when a single document can satisfy multiple document requirements.

Multiple documents can be uploaded at the same time:

PC Users: CTRL + Click

Mac Users: Command + Click

To see these instructions in action, please watch the training video below:

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title	training video

Multimedia

name	NY HEP Uploading Documents.mp4
width	100%
page	NY Home Energy Portal Overview
height	100%

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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 the Document dialog will open.

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Click Browse to select a file to upload.

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Multiple documents can be uploaded at the same time.

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If no Refrigerator/Freezer is planned for a Tier 1 Enrollment, the Appliance Exchange Agreement (AEA) is a required document on the EmPower + Enrollment.

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After the file is uploaded for the Document Type, click Save and then click Close 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.by clicking the x Remove button.

Multiple document types can be selected for a single document during upload. This is helpful when a single document can be used to satisfy multiple document requirements. Once the initial document type is selected, re-click the document type field to add an additional document type.

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Warning

This is the Contractors last opportunity to click Remove to not upload a specific document. Once Save is clicked, the document becomes a public record and it cannot be edited, deleted, or otherwise overwritten. If the wrong document is uploaded, Contractors will need to upload the correct document and use the Comments fields to let both CLEAResult and NYSERDA know the Program team know which is the correct document to review.

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

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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.

Aura - Tab

title	Measures

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

Some measures will automatically be added to the Measures tab. For measures that are automatically added, they should NOT be deleted. If any of those are deleted, Contractors will have to manually add them back otherwise the system will not allow the Contractor to process the step.

As Measures are configured, calculations for Measure Cost, Incentives, and Savings will begin to populate. Contractors may need to click the Save button a few times to have calculations show correctly. Newly added measures will always appear at the top of the list to make them easier to find and configure. Clicking save will alphabetize all measures but the Funding Information measure. That will always be at the bottom and sums up the calculations for all other measures. Once a new measure is accessed to configure, the previous measure will become read only until it is clicked in again. Be sure to save before leaving this tab otherwise the added and configured measures will be lost.

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

To see these instructions in action, watch the training video below:

Panel

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title	Workscope Submission - Measures

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title	Workscope Submission - Measures

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As Measures are configured, calculations for Measure Cost, Incentives, and Savings will begin to populate.

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title	Measure Cost and Incentive Definition

Header Fields

Measure Cost: Measure cost to NYSERDA that incentives are based on
Incentive: NYSERDA program incentives

Measure Fields

Cost: Total measure cost not including incentives or alternate funding
Alternate Funding: Non-NYSERDA program rebates or incentives

The Final Measure on the Measures list will always be the Funding Information Measure, which sums up the information for all the other measures.

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title	Funding Information Definition

Additional Funding Requested Above Maximum Incentive Amount: Tier 1 only; displays how much additional funding is being requested above the enrollment’s maximum incentive.
Additional Customer Contribution Required: Amount needed for project to meet Project Level Cost Effectiveness (Tier 1 or 3) or to not exceed the Maximum Incentive Amount (Tier 3). Needs to be $0.

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

To see these instructions in action, watch the training video below:

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title	training video

Multimedia

name	NY HEP Adding and Configuring Measures.mp4
width	100%
page	External Guide Video Library
height	100%

UI Steps

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title	training video

Multimedia

name	NY HEP Adding and Configuring Measures.mp4
width	100%
page	External Guide Video Library
height	100%

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

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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.

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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.

Warning

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For easy identification, the required measures were moved to the top of the Add Measures list pop up and renamed to begin with ADD MEASURE.

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UI Step

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

Tip

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The P or I quantity is hard coded to the measure so Contractors will not have to figure out which one to populate. Only the P or I quantity will be editable based on the specific measure. This is where contractors add the quantity of the work being proposed or recommended.

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

Warning

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If the Contractor selects No for the Is this recommended for assessment only question, the Cost field will be required. This means the measure is planned and the contractor will do this work.

If contractors selects Yes, this work is Recommended and will not be performed by the contractor as part of this project. Recommended measures do no effect Incentive amounts

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UI Step

Contractors can delete a Measure by clicking on the Red X Icon.

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UI Step

The Folder Icon at the fart right of each measure will allow Contractors to add 1 comment per measure per step. These comments are visible during Final Project submission for Measures that come through to the Final Project Submission.

Tip

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Both P Qty (planned quantity) and I Qty (installed quantity) measure columns will remain visible at Final Project Submission.

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The Paper Icon at the far right of each measure will allows Contractors to associated previously uploaded documents to specific measures, such as the Workscope Submission Photos (required document).

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UI Step

Once all of the required fields are completed, click the Save button.

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Once you click Save, the newly added measures will always appear at the top of the list to make them easier to find and configure.

Warning

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Under certain conditions users may need to click Save more than once to update a measure’s dollar and energy savings on the Measures tab.

First Save updates the measures.
Second Save (if needed) would update measures dependent on others such as: Heating/Cooling System or Water Heater.
Third Save would (if required) would update totals in the Funding Information Measure (last measure in list).

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

UI Step

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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.

Warning

The six (6) required assessment measures will no longer be automatically added, they will need to be added manually.

For easy identification, the required measures were moved to the top of the Add Measures list pop up and renamed to begin with ADD MEASURE.

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UI Step

Tip

The P or I quantity is hard coded to the measure so Contractors will not have to figure out which one to populate. Only the P or I quantity will be editable based on the specific measure. This is where contractors add the quantity of the work being proposed or recommended.

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

Warning

If the Contractor selects No for the Is this recommended for assessment only question, the Cost field will be required. This means the measure is planned and the contractor will do this work.

If contractors selects Yes, this work is Recommended and will not be performed by the contractor as part of this project. Recommended measures do no effect Incentive amounts

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The Folder Icon at the fart right of each measure will allow Contractors to add 1 comment per measure per step. These comments are visible during Final Project submission for Measures that come through to the Final Project Submission.

Tip
Both P Qty (planned quantity) and I Qty (installed quantity) measure columns will remain visible at Final Project Submission.

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UI Step

The Paper Icon at the far right of each measure will allows Contractors to associated previously uploaded documents to specific measures, such as the Workscope Submission Photos (required document).

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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 button at the top of the Measures tab or the Applicant Information tab. Then, move on the to the Reports tab.

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

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Once all of the required fields are completed, click the Save button and move on the to the Reports tab.

is missing.

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Aura - Tab

title	Reports

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title	Workscope Submission - Reports

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The instructions below provides guidance for contractors to generate reports.

The reports tab is used to generate either the Assessment Installation Form, Customer Audit Report (required to give to customers to show the work recommend or proposed) and the Pre Install Audit report (which the customer will need to sign so the Contractor can upload during Final Project Submission, and the Invoice ProForma Report.

UI Steps

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On the Reports tab, click the Generate Reports button, a new Report dialog will open.

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UI Step

Select either the Customer Audit Report or Pre Install Audit report and click the OK button.

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The reports will automatically download once they are generated. Reports can also be downloaded manually by clicking on the hyperlink under the Name column.

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Aura - Tab

title	Review

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title	Workscope Submission - Review

Info

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The Workscope Review step has been reactivated.

Enrollments requiring a Workscope Review will be reviewed/passed by CLEAResult and the Program team and advanced to Final Project Submission. This step may take up to 2 days depending on the number of enrollments submitted.

UI Expand

title	Final Project Submission

Info

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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

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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

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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.

Tip

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Both Planned (P) and Installed (I) measure columns will remain visible at Final Project Submission.

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

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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

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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

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

Return to the Main NY HEP: Participating Contractors Page

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