Introduction
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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.
The application is comprised of seven (7) distinct steps, or pages, that you will navigate through as you complete the application. Each page contains fields and information that must be provided as part of the application which are denoted by a red asterisk.
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.
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.
To re-access a Saved and incomplete application:
- Log back into the Salesforce Portal
Select the Projects tab
Locate the correct Application and click on the link in the Project Name column
Finally, click on the Application Wizard button to return to your incomplete application.
Complete the Application Information section:
Your First Name and Last Name will pre-populate.
Select your Preferred Applicant Language from the drop-down.
Provide your Primary Phone Number.
All other fields are optional and can be completed at need.
Complete the Utility Site Information section:
Using the Utility Address field, begin typing in your street address. Salesforce will suggest verified addresses below this field as you type. Selecting an option from this lit will populate all other Utility and Mailing address fields.
If your Mailing address is different from your Utility address, update the Mailing Address fields as needed.
Select the appropriate response for the Does the applicant own this site drop down. This field identifies if the Applicant is the owner of the dwelling associated with the Utility Address entered into the application.
Select the option from the Dwelling Type drop-down that most closely identifies what type of dwelling exists on the site.
The Number of Units field becomes required if Multi-Family (5+ units) is selected as the Dwelling Type.
Save & Continue:
To advance to the next step, click Continue at the bottom of the page.
It is recommended that you click Save before clicking Continue.
Complete the Utility Information section:
Select the Electric Utility Provider & the Primary Heating Fuel Type for the site.
When 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.
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 the site.
If the site has a Secondary Heating Fuel Type, select it from the drop-down. This field is optional.
Complete the Additional Question section:
Respond to the 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.
Save & Continue:
To advance to the next step, click Continue at the bottom of the page.
It is recommended that you click Save before clicking Continue.
Complete the Partner Information section:
Select a Contractor from the Contractor Selection drop-down. When making a selection:
- If you have already been working with a Contractor, select them from the list,
- Select the Select Next Available option to have the next available Contractor assigned to your project, or
- Select your preference for a Contractor Partner from the list.
While not required, you can help NYSEDA understand if an independent organization has been assisting you with the application process. If that organization appears on the other drop-down, select it from the list.
Save & Continue:
To advance to the next step, click Continue at the bottom of the page.
It is recommended that you click Save before clicking Continue.
Review the Geo Eligibility section:
Complete the Referral Section:
If you received a letter from NYSERDA with a Referral Code, select Yes in response to the question in this section jump to Complete the Household Demographics Section below. No additional eligibility questions are required.
However, if you did not receive a letter with a Referral Code, select No. An additional section will appear on the application titled Categorical Eligibility. Review instructions for that section below.
Complete the Categorical Eligibility Section:
If you, or any household members received HEAP, Food Stamps, SSI, TANF, or Public Assistance in the past 12 months, select Yes. Another field will appear. From this list, select all types of assistance received within the past 12 months. Multiple options can be selected from this list. You will need to provide proof of this assistance to NYSERDA.
Once completed, advance to the Household Demographics section.
If you, or any household members did not receive any assistance as listed above, select No. An additional section will appear on the application titled Income Eligibility. Review instructions for that section below.
Complete the Income Eligibility Section:
If you select Yes in response to the question in this section, another field will be enabled requesting that you input the Referral Code provided by NYSERDA.
Complete the Household Demographics Section:
Save & Continue:
To advance to the next step, click Continue at the bottom of the page.
It is recommended that you click Save before clicking Continue.