Versions Compared

Old Version 5

changes.mady.by.user Jie Weng

Saved on

compared with

New Version Current

changes.mady.by.user Harvey Bennett

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Prepared draw.io macro for migration to cloud


Panel
bgColor#f0f0f0
borderStylesolid

Introduction

The Combined Residential Application is intended to streamline the application process while broadening the scope of services approved Applicants are eligible for. The application can be accessed by navigating to https://www.nyserda.ny.gov/ahp-empower/All-Programs/EmPower-New-York-Program/EmPower-Application. Applicants can access and complete the application online (an Application Portal Account is required) or print, sign and mail in a paper application.

Applicants can receive assistance from Participating Contractors and/or Community Organizations when completing an application.

The materials below provide additional resources and materials to help CLEAResults Shared Services who are assisting Applicants when completing and submitting a Combined Residential EmPower+ Application. Additionally, applicants can be provided the following link which will allow them to access related material specific to their needs: EmPower+ Applicants

UI Expand
titleWhy Complete an Application Online?

Faster, Safer, and More Accurate:

  • Its the fastest path for reviewing and approving an AHP or EmPower+ applicant.
  • Reduces or prevents incomplete, incorrect or missing information in the application.
  • Sensitive documents (proof of income, utility bills) in any format (pdf, photo) are uploaded securely.
  • Applicants can provide an e-signature rather than a physical one.
  • Approved applications automatically and seamlessly upload into Uplight to auto-create projects.

More Control:

  • Applicants can choose their own Contractor if they own the property referenced in the application.
  • Applicants can start, stop and return to the application at anytime which is helpful if1:

The application cannot be completed in one setting,

Additional time is needed to gather required and/or supporting documents or information

More Reliable Communications:

  • NYSERDA staff can leverage the online application to quickly reach out to applicants directly for missing documentation or information.
  • The system the application is built around provides timely, automated reminders and notifications to applicants when communication is necessary.

Reminders are sent at day 10, 20, and 30 once an application has been initiated.

Manual cancellation of the application occurs at day 30.

The materials below provide additional resources 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


UI Expand
titleRelated Training Videos and Presentations


Section


Column
width50%

Training Presentations

View file
nameCOM RES APP Updates and New Functions for utilities Training 02242022.pptx
pageExternal Guide Attachment Library
height250


Column
width50%

Training Videos

Multimedia
nameCOM RES Application Updates for Utilities.mp4
width100%
pageExternal Guide Attachment Library
height100%





Process Overview

Expand
titleView Process Diagram

false
inc-drawio
border
diagramNameEmPowerAHP Combined Application
simpleViewerincludedDiagramfalse1width
linksauto
tbstylehidden
diagramDisplayName
pageInfoEmPower+ Shared Services
width1121
pageId81855389
lboxfalse
diagramWidth1121
revision1



A modal window will open. Click OK to confirm the request to generate a new Campaign Code (and URL).

Aura - Tab Group
settings{"generalSettings":{"tabSpacing":0,"tabWidth":100,"tabHeight":40,"direction":"horizontal"},"activeSettings":{"backgroundColor":{"color":"#0077c8"},"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"},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","is":"drop-shadow","x":0,"y":0,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":3,"blur":2,"spread":-2}]},"border":{"style":"solid","width":2,"top":true,"bottom":false,"left":false,"right":false,"color":"#0077c8"},"padding":{"top":10,"right":10,"bottom":10,"left":10}},"hoverSettings":{"backgroundColor":{"color":"#233e90"},"text":{"fontSize":16,"color":"#ffffff","textAlign":"left","fontWeight":"normal"}}}
tab1


Aura - Tab
titleCreating an Application Portal Account

Include Page
Creating an Application Portal Account
Creating an Application Portal Account


On the Generate Campaign tab, a list of all campaigns created by the logged in user are displayed. To create a new Campaign, click Generate Campaign.

Aura - Tab
titleSubmitting an Online ApplicationCreating Campaign Codes


Access the Generate Campaign tab.

Aura - Panel
tab1
styles{"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#f2f8fa"}},"headline":{"alignment":{"horizontal":"start"},"text":{"text":"Campaign CodesCombined Residential Application","color":"#002d72","textAlign":"left","fontWeight":"bold","fontSize":26}},"base":{"border":{"bottom":false,"left":true,"right":false,"top":false,"color":"#002d72","width":4,"style":"solid"},"backgroundColor":{"color":"#f2f8fa"},"borderRadius":{"radius":4},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]}}}
body<p><br /></p>

With the Combined Residential Applications, CLEAResult Shared Services, Contractors, Participating Utilities, and Community Organizers can create Campaign Codes from their Salesforce Application Portal. Once a campaign code is created, a web link will be generated that can be posted to a website or shared with an applicant through email.

  • Applicants applying using the online Combined Residential Application from an active campaign code generated web link, will see the contractor and/or community organization’s information pre-populated in the Partner Information section of the application.
  • Contractors and community groups can set up multiple campaign codes to track different marketing outreach efforts through Salesforce.
UI Steps
sizesmall

The Combined Residential 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 provide guidance on how to access, complete and submit a Combined Residential Application. To access instructions specific to each step below, click the learn more... link to expand the section and review the related materials.

Info

The instructional materials below are intended to provide guidance for Participating Utilities.

Review the following information prior to Step 5 Section H: Applicant Information during the Electronic Signature Process:

  • If complete the application on behalf of the customer, customer signatures can be obtained in one of the following ways:
    • Print out the application at the Electronic Signature step and have the customer sign the physical copy. Once returned to the Utility, the signed application must be uploaded to the online application tool.
    • Print out the application and leverage the internal Utilities process to capture electronic signatures from customers. Once signed, the Utility must upload a pdf of the signed application to the online application tool.
    • Additionally, instead of completing the application on behalf of the customer, Utilities can choose to help the customer complete the application themselves so that the customer can leverage the Electronic Signature process form within the online application tool.


Warning
titleStep 4: Eligibility Screening Application Changes for Utilities

This is only when a Utility or a WAP Agency is completing an application on behalf of a customer during Step 4 right after the Geo Eligibility Screening.

UI Steps
sizesmall


UI Step

If you are a representative certifying the eligibility for EmPower New York, select Yes in response to the question, use the drop-down menu under Entity Certifying Eligibility to select if you are a Utility or a WAP Agency. Then skip to complete the Household Demographics Section below. No additional eligibility questions are required

UI Step

To create a Campaign Code, log into Salesforce.

UI Step
Expand
titlescreenshot

Image Removed

UI Step
Expand
titlescreenshot

Image Removed

UI Step
Expand
titlescreenshot

Image Removed

UI Step

Back on the Generate Campaign tab, the newly generic Campaign Code will appear on the top of the list. Be sure to check that the Campaign Code status is set to Active. The Campaign URL can be copied and pasted for use in websites or shared through email.

Expand
titlescreenshot

Image Removed

UI Step

Campaign Codes that will no longer be utilized should be switch to Inactive status. 

Click the Edit link to the far right of the Campaign Code.

UI Step
Expand
titlescreenshot

Image Removed

UI StepOn the modal window that opens, click the Status drop-down and change the selection from Active to Inactive. Then click Save Changes

.

Expand
titlescreenshot
Image Removed

Image Added

aura



ui-
tab
titleCreating an Application Portal Account
step

However, if you are not a representative certifying the eligibility for EmPower New York, select No. An additional section will appear on the application titled Referral Code Screening. Review the instructions for that section under Step 4: Complete the Referral Code Screening.




Include PagePUBLIC:Creating an Application Portal AccountPUBLIC:Creating an Application Portal Account Aura - Tab
titleSubmitting an Online Application
Include PagePUBLIC:

Excerpt Include

Submitting a Combined Residential Application

PUBLIC:

Submitting a Combined Residential Application
nopaneltrue


Aura - Tab
titleAccessing Submitted Applications


Aura - Panel
tab1
styles{"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#f2f8fa"}},"headline":{"alignment":{"horizontal":"start"},"text":{"text":"Reviewing Accessing Combined Residential Applications","color":"#002d72","textAlign":"left","fontWeight":"bold","fontSize":26}},"base":{"border":{"bottom":false,"left":true,"right":false,"top":false,"color":"#002d72","width":4,"style":"solid"},"backgroundColor":{"color":"#f2f8fa"},"borderRadius":{"radius":4},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]}}}
body<p><br /></p>

Submitted Combined Residential Applications are reviewed by CLEAResult Shared Services within Salesforce. Applications, once approved, are systematically pushed into Uplight for future project management. Note that paper applications received from Applicants must first be submitted through the Online Application process before they can be reviewed by Utility Companies. Access each step below by clicking on the learn more... link to link to expand the section and review the related instructions.

Info

The instructional materials below are intended to provide guidance for Utility Companies when reviewing submitted applications in Salesforce.

Excerpt Include
PUBLIC:Reviewing Submitted Combined ApplicationsPUBLIC:Reviewing Submitted Combined Applications
nopaneltrue

 

Utilities can only review applications where:

  • The application is in Submitted status, and
  • The respective Utility was selected on Step 2: Utility Information of the Combined Residential Application, or
  • The respective Utility completed the application on behalf of the Customer, or
  • CLEAResult Shared Services updated the Utility information to the respective Utility on the application post-submission.



UI Steps
sizesmall


UI Step

Log into Salesforce.


UI Step

Access the Projects tab.

Expand
titlescreenshot

Image Added



UI Step

On the Projects page, select Combined Residential - All from the drop-down menu to view all applications in Submitted status. Then, click on the link in the Project Name column to open a specific Application Record.

Expand
titlescreenshot

Image Added





Aura - Tab
titleCreating Campaign Codes

Include Page
Creating Campaign Codes
Creating Campaign Codes




EmPower+ EmPower/AHP Home



HTML
<script type="text/javascript" >
   jQuery(document).ajaxComplete(function() {
      if(jQuery('.ia-fixed-sidebar.collapsed').length == 0 ) {
         jQuery('.expand-collapse-trigger').click();
     };
   });
</script>



HTML
<style type="text/css">
.rwui_button {
background-color: #0073A4;
margin:0px;
}
.rwui_button:hover {
background-color: #002D72;
} 
#com-atlassian-confluence .page-metadata {
display:none;
}
.aura-headline {
padding-bottom: 0px !important;
}
.aura-header {
padding-left: 10px !important;
padding-right: 10px !important;
padding-top: 10px !important;
}
.aura-body {
padding-top: 10px !important;
padding-left: 10px !important;
padding-right: 10px !important;
padding-bottom: 10px !important;
}
   </style>