Switching OTDA 2024 Projects with ASHP/GSHP to IRA
Program/s: EmPower+
To: Participating Contractors
Summary: Switching OTDA 2024 Projects with ASHP/GSHP to IRA
Questions: Please contact Contractor Support at 1-800-284-9069.
If an OTDA eligible project meets ALL the following requirements, a contractor can request the NYHEP enrollment to be switched to an IRA funded project.
- Enrollment Incentives exceed $20,000
- Includes an ASHP/GSHP
- Note requesting $5,000 expended Value Engineered Incentive
Review the current enrollment for IRA eligibility prior to completing work in NYHEP and BEFORE submitting for approval at Workscope Submission*. Follow the path based on IRA eligibility (A or B).
A.Customer Address Eligible for IRA field is Yes
1. Contractor: For each enrollment submit as support ticket and include
- Enrollment ID
- Reason for change “OTDA project exceeding cap, requesting change to IRA”
2. CLEAResult will review request and update NYHEP as needed
- If necessary, roll back to Workscope Submission
3. Contractor: Review enrollment
- Ensure IRA incentives are enabled
- Rework project cost allocation
- Indicate in notes that project is seeking the Value Engineered Incentives
- Add any required documentation per Section 5.10 of the Program Manual
- Resubmit for approval
B. Customer Address Eligible for IRA field is No or is blank or does not exist
1. Contractor: For each enrollment submit as support ticket and include
- Enrollment ID
- Reason for change “OTDA project exceeding cap, requesting change to IRA”
2. CLEAResult will review request and initiate an IRA application confirmation with TRC
- If IRA application confirmed, update NYHEP and roll enrollment back to Workscope Submission
- If a New enrollment was needed, assign to contractor and close previous enrollment
3. Contractor: Review enrollment or complete new one
- Ensure IRA incentives are enabled
- Rework project cost allocation
- Indicate in notes that project is seeking the Value Engineered Incentives
- Add any required documentation per Section 5.10 of the Program Manual
- Resubmit for approval
*If the enrollment is currently in Workscope Review and the OTDA project exceeds $20,000, CLEAResult will automatically send the project back and include the instructions.