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The instructions below guide you on how to access, complete and submit a EmPower+ Application. To access instructions specific to each step below, click the learn more... link to expand the section and review the related materials.

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The Salesforce Portal allows Participating Contractors to manage and monitor Combined Residential projects assigned to them. Additionally, the Salesforce Portal allows Participating Contractors to communicate with NYSERRDA Program and Program Implementation staff throughout the project lifecycle through use of the Salesforce Portal Chatter FeedEmPower+ 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.

Info

icon	false

The instructional materials below are intended to guide instructional materials below are intended to provide guidance for:

Applicants when submitting an online application, or
CLEAResult Shared Services, Community Organizations, NYSERDA Energy Advisors, Participating Contractors, and Participating Contractors Utilities when assisting Applicants applicants through the online application process.

Excerpt

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title	learn more...

UI Steps

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UI Step

The

Applicants can access the online application

can be accessed

by clicking the link below and logging into your Salesforce Portal account, then

selecting the Combined Residential Application option

by selecting the EmPower+ Application option.

UI Button

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title	Salesforce

Portal

Customer Login
url	https://

uat-

nyserda-portal.

cs32.force

force.com/customer/login

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UI Step
The application is comprised of seven (7) distinct steps, or pages, that you will navigate

through

as you complete the application. Each page contains required fields and information

that must be provided as part of the application which are

denoted by a red asterisk.

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title	screenshot

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UI Step
Each step, or page, throughout the application contains instructional text at the top of the page. It is highly recommended that you review these instructional texts as they provide clarity regarding the information requested.

UI Step

Every step, or page, throughout the application contains a Save button at the bottom of the page. Click Save before exiting the application if you do not have time to complete it in one sitting.

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title	screenshot

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UI Step
To

re-

access

a

a Saved and incomplete application:

Log back into the Salesforce Portal
Select the

Projects

Enrollment tab
Expand
title screenshot
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Locate the correct

Application

application and click

on

the link in the

Project

Enrollment Name column
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title screenshot

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Finally, click

on

the Application Wizard button to return to your incomplete application.
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Complete the Application Information section:

Section

Column

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UI Steps

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UI Step
Your First Name and Last Name will pre-populate.

UI Step
Select your Preferred Applicant Language from the drop-down.

UI Step
Provide your Primary Phone Number.

UI Step
All other fields are optional and can be completed

at need

as needed.

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Complete the Site Information section:

Section

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UI Step
Using the Address field, begin typing in your street address. Salesforce will suggest verified addresses below this field as you type. Selecting an option from this list will populate all

other address

other address fields on the page.

Expand

title	Regarding Your Internet Browser

Applicants should be aware that, depending on the internet browser used to complete the Online Application, the address fields may pre-populate based on your Browser's auto-form filling functionality, such as with Google Chrome. Applicants should review the address fields if they pre-populate and update with the correct address if necessary.

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If your Mailing address is different from your Address, update the Mailing Address fields as needed.

UI Step
Select the appropriate response for the Does the applicant own this site drop down. This field identifies if the

Applicant

applicant is the owner of the dwelling associated with

the address

the address entered into the application.

UI Step
Select the option from the Dwelling Type drop-down that most closely identifies what type of dwelling exists on the site.

UI Step
The Number of Units field becomes required

if

if you select Multi-Family (5+ units)

is selected as the

as the Dwelling Type.

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Save & Continue:

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To advance to the next step, click Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.

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Complete the Utility Information section:

Section

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Select the Electric Utility

Provider & the

Provider and the Primary Heating Fuel Type for the site.

UI Step

When selecting either

Selecting either Natural Gas or Other from the Primary Heating Fuel Type drop-down will enable an additional required field for this section that must be completed.

UI Step
Include Electric Utility and Primary Fuel Account Numbers. These fields are optional. However, providing NYSERDA with this information will enable us to provide the most accurate and effective recommendations for work that will be performed at the site.

UI Step
If the site has a Secondary Heating Fuel Type, select it from the drop-down. This field is optional.

UI Step
Respond to the Additional Question, if applicable or appropriate, with any additional information that will help NYSERDA reduce your energy consumption or reduce risks to occupant health or special needs.

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Save & Continue:

Section

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To advance to the next step, click Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.

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Complete the Partner Information section:

Section

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UI Step
Select a

Contractor

contractor from

the Contractor

the Contractor Selection drop-down.

Expand

title	Rules to Selecting a Contractor

When selecting a

Contractor

contractor, you can either,
- Select one that you have

already

- been working with,
- Select the Select Next Available option to have the next available

Contractor

- contractor assigned to your project, or
- Select your preference for a

Contractor Partner

- contractor partner from the list.
Only those

Contractors

contractors that serve your designated area will appear on the list.
- If you do not see a

Contractor

- contractor, it is likely because they do not serve your area.
If a selected

Contractor

contractor cannot perform the work due to scheduling restrictions, they may not accept the project.
- If so, an alternate will be selected by

CLEAResult

- Shared Services.

CLEAResult

Shared Services selects

Contractors

contractors when they receive Paper Applications

are submitted or

or if the Applicant did not select one when applying online.
When applicants apply using a Campaign Code, the

Contractor

contractor will be selected automatically.
- Applicants can change the pre-selected

Contractor

- contractor at need.

UI Step
While not required, you can help NYSERDA understand if an independent organization has been assisting you with the application process. If that organization appears on the Are any of these organizations assisting you with the application process? drop-down, select it from the list.

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Save & Continue:

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To advance to the next step,

click

click Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.

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Review

Household

the

Information

Geo-Eligibility Screening:

Tip

Applicants need only satisfy one Eligibility Requirement.

& Demographics

Section

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Geo-Eligibility is determined automatically by the system based on the Applicant's address.

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title	Geo Eligibility for Moderate Income Applicants

Applicants who are considered Moderate Income are not eligible for Geo-Eligibility.

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Add Household Members. The Number of Household Members field will automatically generate.

UI Step
Complete Household Demographics details field, selecting all options that apply for all members of the household.

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Complete the Referral Code Screening:

Section

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UI Step
If you received a letter from NYSERDA with a Referral Code, select Yes in response to the question, enter the Referral Code in the provided field, then skip to Complete the

Household Demographics Section below. No additional eligibility questions are required.

Expand

title	Regarding Referral Codes

The Referral Code field is only accessible if Yes is selected. If you have a Referral Code, enter it in the field that appears.
Referral Codes are provided to

Applicants

applicants through mailed letters or emails either from the Applicant's Utility, from NYSERDA directly, or from the Office of Temporary Disability Assistance (OTDA).
Applicants who have a

Referral Code

referral code and enter it in the application will not need to provide additional income verification as part of the application process.
Contractors and/or Community Organizations assisting Applicants with the application process should inquire if the Applicant, or their household, received a Referral Code through email or mail.

UI Step
However, if you did not receive a letter with a Referral Code, select No. An additional section will appear on the application titled Categorical Screening. Review instructions for that section below.

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Complete the Categorical Screening:

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icon	false

This section of the application will only appear if the applicant answers No to the question in the Referral Code Screening section.

Section

Column

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UI Step
If you or any household member received an award letter for HEAP, SNAP (

Food Stamps

food benefits), SSI, TANF, or Public Assistance in the past 12 months,

select

select Yes. Categorical eligibility is based on the date within the award letter. Award letters are good for one year from the date provided

within

.

Multiple options can be selected.

An award letter, for each option selected, must be submitted as part of this application.

Expand

title	Acceptable Categorical Eligibility Documents

Categorical Eligibility Type	Acceptable Documentation	Acceptable Date Range
HEAP	Award Letter OTDA provided HEAP list	Awarded within last 12 months
SNAP	Award Letter	Awarded within last 12 months
TANF	Award Letter	Awarded within last 12 months
Supplemental Security Income (SSI)	Award Letter Benefit Statement	Awarded within last 12 months

For applicants completing the application online, the award letter can be uploaded during Step 6: Project Documents.
For Paper Applications, a copy of the award letter can be submitted when mailing

in

the application.

Once completed, advance to the Household Demographics section.

UI Step
If you, or any household members did not receive any assistance

as

listed above,

select

select No. An additional section will appear on the application titled Income Documentation Screening. Review instructions for that section below.

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Complete the Income Documentation Screening:

Info

icon	false

This section of the application will only appear if the

Applicant

applicant:

Chooses not to accept Geo Eligibility determination that indicates the Applicant is Geo Eligible (if applicable), and/or

- Answered No to the Referral Code Screening, or did not receive a Referral Code from their Utility, NYSERDA, or the Office of Temporary and Disability Assistance (OTDA), and/or
- Is not eligible for Categorial eligibility (i.e., did not receive an

award letter

- award letter for

HEAR

- HEAP, SNAP, SSI, TANF, or Public Assistance in the past 12 months).

Applicants must document income for all members of the household if all previous eligibility requirements could not be met.

Expand

title	Acceptable Income Eligibility Documents

Income Type	Acceptable Document	Acceptable Date Range
Social Security	Award Letter Benefit Statement	Within 12 months
Social Security Disability (SSD)	Award Letter Benefit Statement	Within 12 months
Pension	Pension check stub showing gross amount Letter from Pension Board	Within 12 months
Disability (Short Term or Long Term)	Benefit Statement	Within 60 days
Child Support / Alimony	Court Award Letter Printout from Domestic Relations	Within 12 months (within 60 days if using printout from DR website)
Foster Care Payment	Statement from Social Services	Within 60 days
Workers Compensation	Award Letter Benefit Statement	Within 60 days
Unemployment	Letter of Determination	Within 60 days
Veterans Benefits	Award Letter Benefit Statement	Within 12 months
Annuities	Bank Statement	Within 60 days
Salaries/Wages	Pay Stubs	Four weeks of paystubs from the last 60 days
Interest Income	Bank Statement	Within 60 days
Rental Income	Current Lease Rent Receipt	Within 12 months
Business or Farm Income	Tax Return IRS Report of Quarterly Earnings Business records.	Tax Return: Previous Year IRS Report: Previous 3 months Business Records: Previous 3 months
Tax Documentation	Form 1040, 1040A, or 1040EX	Most recent Federal Income Tax Return. This is only acceptable if all members of the household who were required to file a tax return did so. Additionally, all sources of income must be documented within the Tax Return for each household member. If documenting Rental, Business, or Farm income, Applicants must submit corresponding schedules (C, E, and F)

This section of the application will initially contain a space for the Applicant to add income sources

Section

Column

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UI Steps

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UI Step

To add spaces for other members of the household for income documentation purposes, click the Add Household Member option. This will open a modal window for you to document the household member's:

First Name
Last Name
Age
If they are a Full-time Student
Gross Income Amount
Income Source
Income Source Frequency
Verification Method

UI Step

To add an income source for a household member, click the Add Another Income Source option below the household member to document the household member's:

Age
If they are a Full-time Student
Gross Income Amount
Income Source
Income Source Frequency
Verification Method

UI Step
To edit or delete an income source added to a household member, click the Pencil Icon (edit) or Trash Can Icon (delete) to the far right of the listed income source.

UI Step
Continue adding household members and income sources as needed.

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Complete

Save

the Household Demographics Section

& Continue:

Section

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UI Step

Complete the Household Demographics Details field, selecting all options that apply for all members of the household.

UI Step
Select the Number of Household Members from the drop-down.

UI Step

Document how many members of the household are:

60 years of age or older
Children (age 17 years or younger)
Persons with Disabilities
Veterans or Disabled Veterans

To advance to the next step, click Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.

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Save & Continue:

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To advance to the next step, click Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.

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Review the Application:

Section

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Review each section of the Review Page for your application. If information on the application is incorrect, use the Previous button at the bottom of the page to return to previous steps (pages) and update the information as needed.

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Section D: Energy Information:

Section

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For Section D: Energy Information, read through the disclaimer and check the I agree to the terms and conditions stated above box.

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Section H: Applicant Information:

Section

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UI Step
After reviewing the complete application, scroll to Section H: Application Information,

UI Step

Read through the disclaimer, then click the Electronic Signature button.

Expand

title	Important Note about Electronic Signatures

Applicants are not required to provide Electronic Signatures. However

Applicants

applicants must satisfy one of alternate options below when not providing an Electronic Signature:

Applicants who would prefer to print and mail

in

a hand-signed application can bypass the Electronic Signature and

click

click Print at the bottom of the page instead. Applicants must also provide, along with the signed application, any supporting documents required to provide proof of choices made during Step 4: Eligibility Screening.
Expand
title Mailing Address
Energy Audit Application

2 Wall Street,

8 Southwoods Blvd. Suite 201
Albany,

New York 12205

NY 12211
Applicants who would prefer to hand sign the application, but still submit electronically, can click Print at the bottom of the page, hand sign the application,

then

and scan the signed application onto their computer for upload during Step 6: Project Documents.

UI Step

You will be directed to electronically sign the application through DocuSign. When the page loads, check the agreement box and click Continue at the top of the page.

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UI Step

Then, scroll

Scroll to the bottom of the application and click

the

the Sign option next to the Applicant Signature field.

UI Step

In the modal window that appears, click Adopt and Sign to electronically sign the application. Your Name, Initials will pre-populate and a, and signature example will already be completed for you.

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Your signature example will now appear on the signature line for the application. Click Finish to return to the application.

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Print & Continue:

Section

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UI Step
If you'd like a copy of the application,

click

click Print.

Applicants who prefer to hand sign the application can bypass the Electronic Signature, clicking the Print button to print the application. Hand sign the application then either mail it in along with all required supporting documentation or scan the signed application onto your computer and upload it to the Online Application in the Step 6: Project Documents.

UI Step
To advance to the next step, click Continue at the bottom of the page.

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Review the Required Documents section:

Section

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UI Step
The Required Documents section will outline any documents that are required as part of you application.

UI Step
If your application requires multiple documents, each will be listed as a separate line item. Click the Choose File button to the right of each requested required document to locate and upload the file from your computer.

UI Step
If you Electronically Signed the application in a previous step, there is no need to upload a signed application. However, if you chose to sign the application manually, after printing it

out

, you will be required to upload a signed copy of the application to this section.

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width	55%

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Aura - Title

color	#0077c8
textAlign	left
fontSize	24
lineHeight	24
cloudText	Demo Title
tag	h6
fontWeight	normal

Complete the Other Documents section:

Section

Column

width	45%

UI Steps

size	small

UI Step
If there are any additional supporting documents you'd like to include as part of the application, click the Add Another Document option to locate and upload a document or file from your computer.

UI Step
Continue adding additional documents or files as needed.

Column

width	55%

Image Modified

Aura - Title

color	#0077c8
textAlign	left
fontSize	24
lineHeight	24
cloudText	Demo Title
tag	h6
fontWeight	normal

Save & Continue:

Section

Column

width	45%

UI Steps

size	small

UI Step
To advance to the next step, click Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.

Column

width	55%

Image Modified

Aura - Panel

tab	1
styles	{"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#ffffff"}},"headline":{"text":{"text":"STEP 7: Submission Page","color":"#233e90","textAlign":"left","fontWeight":"normal","fontSize":26}},"base":{"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}]},"backgroundColor":{"color":"#ffffff"},"border":{"color":"#233e90","style":"solid","width":4,"bottom":false,"top":false,"left":true,"right":false},"borderRadius":{"radius":4}}}
body	<p><br /></p>

Expand

title	learn more...

Aura - Title

color	#0077c8
textAlign	left
fontSize	24
lineHeight	24
cloudText	Demo Title
tag	h6
fontWeight	normal

Submit the Application:

Section

Column

width	45%

UI Steps

size	small

UI Step
On the last page of the application, click the Submit button.

UI Step

When you have successfully submitted your application, the page will reload and display Application Status: Your application has been submitted successfully.

Tooltip

appendIcon	camera
linkTextUnderline	true
linkText	screenshot
linkTextColor	#002d72
linkTextUnderlineColor	#002d72

Image Added

Column

width	55%

Image Added

Aura - Panel

tab	1
styles	{"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#ffffff"}},"headline":{"text":{"text":"Next Steps","color":"#233e90","textAlign":"left","fontWeight":"normal","fontSize":26}},"base":{"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}]},"backgroundColor":{"color":"#ffffff"},"border":{"color":"#233e90","style":"solid","width":4,"bottom":false,"top":false,"left":true,"right":false},"borderRadius":{"radius":4}}}
body	<p><br /></p>

Expand

title	learn more...

Aura - Title

color	#0077c8
textAlign	left
fontSize	24
lineHeight	24
cloudText	Demo Title
tag	h6
fontWeight	normal

Application Review and Approval

UI Steps

size	small

UI Step

Shared Services will review your submitted application. If they require additional information or documentation, you will receive an email communication identifying the needed information.

Applicants should respond to this communication within ten (10) days to provide the request information.
Applicants who do not respond after ten (10) days to the initial notice will receive two (2) additional notices (the second at Day 20 and the third at Day 30) to remind them of the required information they must provide.
Once an applicant responds to any of the 3 (three) communications, the application will continue through the approval process.
Applicants who fail to respond to any of the three (3) notices will have their application cancelled systematically.

UI Step
On the last page of the application, click the Submit button If you application is approved, you will receive an email notice guiding you on next steps.

Image RemovedWhen your application has been successfully submitted, the page will reload and display Application Status: Your application has been submitted successfully.

UI Step

Tooltip

appendIcon	camera
linkTextUnderline	true
linkText	screenshot
linkTextColor	#002d72
linkTextUnderlineColor	#002d72

Image Removed

Column

width	55%

If you application is rejected, you will receive an email notice outlining the reason for denial.

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>

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

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