HPwES Contractor Support

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New Contractor Training | Quick Training 8: How to Upload Projects to the NY HP Portal for Approval

This training video describes the process of How a HPwES Contract Project Enters Your Portal, Approval Submission Workflow (HPXML), and Completion Submission Workflow (HPXML) process in the New York Home Performance (HP) Portal. It is the eighth in a series of eleven instructional videos. Narrated by CLEAResult’s Sarah Knoell, this training resource guides participating HPwES contractors through various steps in the online system.

For additional help or assistance, please contact your Senior Account Manager or visit our Contractor Support page.

Webinars

Home Performance Webinars

All Program contractors can view recordings and download the presentation PDFs. For additional recorded sessions, please visit the Training Videos page.

Date → Recording → PDF of Presentations

5/06/2022 → Watch Now → Contractor Check In 5/06/2022
Topics Covered: Rental Property Rule Clarification, Showerheads, Glass Block Windows, Healthy Homes Pilot Contractor Enrollment, CLEAResult Address Change, HEAP Cooling, New Logo
4/20/2022 → Watch Now → Financing Solutions- Meet New Lenders for NYS 4/20/2022
4/01/2022 → Watch Now → Contractor Check In 4/01/2022
Topics Covered: Program point of contact, Program savings and realization rates, Direct Install, EmPCalc updates, and Program change Q&A
3/17/2022 → Watch Now → Q&A Session: Follow Up on Trainings 4-6
Topics Covered: Questions from Program changes trainings 4-6
3/15/2022 → Watch Now → Final Project Submission and Payout
Topics Covered: Documents and forms required for final project submission and payout and Review of the process in the NY HP Portal for payout in EmPower NY and HPwES Express Contract workflows
3/10/2022 → Watch Now → Workscope Submission
Topics Covered: Review of the process for the submission of projects in the NY HP Portal for approval in both the EmPower NY and HPwES Express Contract workflows
3/08/2022 → Watch Now → Eligible Measures List/EmPCalc
Topics Covered: How to use and interpret the new eligible measures list and How to use the redesigned EmPCalc and where additional information on the calculations can be found
3/04/2022 → Watch Now → Contractor Check In 3/04/2022
Topics Covered: HEAP Heat Pump Update and Program Changes Q & A
3/01/2022 → Watch Now → Audit & Direct Install
Topics Covered: Overview of the Program requirements for home energy assessments, Review Direct Install of approved neasures, and Review of NY HP Portal steps for both EmPower NY and HPwES Express Contract workflows
2/24/2022 → Watch Now → Application – Salesforce-Referrals-Documentation
Topics Covered: Review of the Combined Residential Application process and subsequent improvements and What to expect with the end of Express Audits and Combined Projects
2/22/2022 → Watch Now → Introduction & Overview
Topics Covered: Review of the upcoming Program changes in relation to the series of trainings developed and the resources available to navigate the changes
2/04/2022 → Watch Now → Contractor Check-In 2/04/2022
Topics Covered: OTDA HEAP Heat Pump Funding, Using a tax return for determining income, March 28 Program Change Trainings, and SQA Portal Update
1/13/2022 → Watch Now → Combined Application Improvements
Topics Covered: Review of recent improvements to Combined Application
1/07/2022 → Watch Now → Contractor Check-In 1/07/2022
Topics Covered: Change of Proof-No Income Requirement and EmPCalc Demo
12/03/2021 → Watch Now → Contractor Check-In 12/03/2021
Topics Covered: National Grid-Total Home Comfort Program, AHP-EmPower Certificate of Completion Update, Healthy Homes, BPI Site Supervisor and EmPower Pricing Survey Update 
11/5/2021 → Watch Now → Contractor Check-In 11/5/2021
Topics Covered: Landlord Rules
10/08/2021 → Watch Now → Contractor Check-In 10/08/2021
Topics Covered: Quick Reminders, Upcoming Program Changes, Tracking Deferrals, No-Heat Process and Pellet Stoves
9/10/2021 → Watch Now → Contractor Check-In 9/10/2021
Topics Covered: Landlord Rules-Revisit, Not-For-Profit Guidance, Payment Cycle, Program Referrals and FAQ
8/06/2021 → Watch Now → Contractor Check-In 8/06/2021
Topics Covered: BPI Supervisor Certificate, Subsidy Expiration Dates, Digital Signature Guidance, Income Limits Update and Regional Meetings
6/04/2021 → Watch Now → Contractor Check-In 6/04/2021
Topics Covered: BPI Sit Supervisor Certificate, RGGI Update, Spray Foam Update, COVID-19 Safe Business Practices Update and SQA Update
5/06/2021 → Watch Now → Contractor Check-In 5/06/2021
Topics Covered: NYSERDA Heat Pump Planner, NYSERDA Cooperative Meeting, Participation Agreement Updates, BPI Field Supervisor Certificate and Partial Payments
4/02/2021 → Watch Now → Contractor Check-In 4/02/2021
Topics Covered: Vaccination Update, COVID Procedures Check-In, BPI Site Supervisor Cert & Procedures, Payment Issue Procedure and EmPower+ Program Update
3/05/2021 → Watch Now → Contractor Check-In 3/05/2021
Topics Covered: Referrals, Healthy Homes Value Based Pilot, Direct Install, Landlord Rules, Changes to EmPower, Heat Pump Adder Study Updates and EmPCalc Updates
2/05/2021 → Watch Now → Contractor Check-In 2/05/2021
Topics Covered: EmPower Pricing/Fuel Rates, Adding Pellet Stoves to EmPower+ and Heat Pump Adder Update
1/08/2021 → Watch Now → Contractor Check-In 1/08/2021
Topics Covered: Program Modifications, EmPower Pricing Survey, BPCA Presentation and GJGNY Financing-New Loan Products
12/4/2020 → Watch Now → Contractor Check-In 12/4/2020
Topics Covered: Quick Adder Update, Non-Profit Guidance, GoldStar Update, Guidance for 120% Expiration and PA Extension
11/06/2020 → Watch Now → Contractor Check-In 11/06/2020
Topics Covered: On-The-Job Training Program: PON 3982, EmPCalc Updates: Heat Pumps and Project Submission
10/9/2020 → Watch Now → Contractor Check-In 10/9/2020 → Questions from the 10/9/2020 Contractor Meeting
Topics Covered: EmPower and Assisted Home Performance Heat Pump Pilot Study
9/18/2020 → Watch Now → Contractor Check-In 9/18/2020
Topics Covered: Remote Audit Strategies and Best Practices During COVID 19
8/21/2020 → Watch Now → Contractor Check-In 8/21/2020
Topics Covered: Blower Door Guidance, Manufactured Home Underbelly Guidance and NYSERDA and ENERGY STAR
8/7/2020 → Watch Now → Contractor Check-In 8/7/2020
Topics Covered: Update on BPI GoldStar Contractor Reimbursement-Kim Schryer, EmPower Insulation Accessories Change-Steve Smith, Overview of EmPower Referral Process-Lindsay Huba, Marketing Materials Overview
7/24/2020 → Watch Now → Contractor Check-In 7/24/2020
Topics Covered: Program Updates, SQA Updates and Contractor Discussions
7/10/2020 → Watch Now → Contractor Check-In 7/10/2020
Topics Covered: Program Adjustments: Response to COVID 19 and Upcoming Program Changes
6/26/2020 → Watch Now → Contractor Check-In 6/26/2020
Topics Covered: EmPower Income Qualification, GJGNY Proforma Changes, Geo-Eligibility Pilot, BPI GoldStar, AHSP/GSHP LMI Adder, Program Redesign Update and Program Changes/PPE Updates
6/12/2020 → Watch Now → Contractor Check-In 6/12/2020
Topics Covered: Geo-Eligibility
6/5/2020 → Watch Now → Contractor Check-In 6/5/2020
Topics Covered: Safe Practices for Energy Efficiency Workers and PPE Reimbursement
5/29/2020 → Watch Now → Contractor Check-In 5/29/2020
12/4/2019 → Watch Now → Upcoming Changes to Market Rate Programs
1/24/2018 → Watch Now → NYSERDA Portal Contract Training
8/15/2017 → Watch Now → NY HP Portal EmPower Workflow Training – Vendors
8/15/2017 → Watch Now Full| Lite → NY HP Portal EmPower Workflow Training – Contractors

5/9/2016 → Home Performance, Photovoltaic, Solar Thermal and Renewable Heat Financing Webinar

» ReHomeNY Overview NYSERDA

» GreenSky

» Admirals Bank

11/18/2013 → Watch Now → Financing Webinar

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