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Tag: Residential Energy Assessments

Addressing Common Proforma Issues/Errors

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To: Participating EmPower+, REA and Comfort Home contractors 
Regarding Programs: GJGNY Web Proformas 
Summary: Addressing Common Proforma Issues/Errors 
Contact: [email protected] 

Hello, 

It’s been nearly one year using GJGNY Web ProForma. After reviewing many submitted Web ProFormas, there are several common issues/errors that occur: 

  • Incorrect customer loan application date. The customer’s actual loan application date must be entered.  The application date can be found in Slipstream’s VelocityGo system or by looking at the application number (230907-XXXX).  Entering incorrect application dates can impact the Web ProForma results. 
  • Using incorrect energy assessment tools for EmPower+ and Market Rate. All EmPower+ and Market Rate loans with application dates of 7/28/2023 or later should be using the new Invoice ProForma Report (downloaded from the New York Home Energy Portal) to build out the savings within and be attached to the ProForma.  EmPCalcs and the Res assessment tool are no longer accepted. 
  • Using correct energy assessment tools for Comfort Home and NYS Clean Heat.  The Resources for Participating Contractors page tells you what savings tool needs to be used for a loan based on its project type.  The correct energy assessment tool must be used based on the project type (i.e. if the loan is for a Comfort Home project it must have a Comfort Home Energy Savings Calculator completed for it and attached to the Web ProForma). 
  • Not including measures in Project Measures section.  All measures listed on the Invoice ProForma Report, except direct installs for EmPower+, must be included in the Web ProForma inputs regardless of whether they are part of the GJGNY loan or being paid by another funding source (i.e. incentives/rebates).   
  • Not entering total measure/project costs.  Total or gross measure/project costs (before incentives are factored in) need to be entered when completing the Project Measures section.  
  • Matching dollar and energy savings values. The dollar and energy savings values that are entered into the Web ProForma need to match exactly what is shown for the loan in its attached savings file – including entering negative values for MWh savings (if applicable).  Do not round values when entering them into the Web ProForma.  For ASHP/GSHP/Comfort Home projects, make sure that they are coming from the tab in the savings file labeled “Web ProForma Inputs.” 

Web ProFormas with missing or incorrect data entered will not be accepted and may result in the delay of issuing loan documents to your customers or release of loan funds. 

We appreciate your continued support of the GJGNY Financing Program and working with us through this past year as we try to improve the experience of accessing GJGNY Financing for your customers.  If you have any questions, please email [email protected]

Thank you, 

The Residential Financing Team 

REA Website Updates

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To: Participating Contractors
Regarding Programs: Residential Energy Assessment Program (REA)
Summary: REA Website Updates
Contact:[email protected]

In coordination with the launch of the NY Home Energy Portal (NYHEP), all REA contractors are encouraged to review the new documents available July 10, 2023 on the REA Contractor Website including:

Program Manual – updated to reflect NYHEP adjustments.

REA Workflow User Guide – Full NYHEP walkthroughs and links to Knowledge Base.

Customer Report Mapping – Identifies data modeled in NYHEP used to populate the Customer Report.

REA Photo Template – Opportunity to provide a photo report to customers.

Please reach out to [email protected] with any questions or concerns.

Energy Assessment Cost Change

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To: Participating Contractors and Stakeholders
Regarding Programs: Residential Energy Assessment Program (REA) and EmPower+
Summary: Energy Assessment Cost Change
Contact:[email protected] or Account Managers

With the launch of the NY Home Energy Portal, the Residential Energy Assessment and EmPower+ Programs have aligned the home energy assessment data collection process and report output. To go along with this alignment in processes, NYSERDA is announcing the following changes to the cost fee for energy assessments, effective for assessments submitted July 10, 2023 or later:

  • The Residential Energy Assessment cost will change from $150 to $200. Energy Assessments must follow the protocols listed in the Program Manual.
  • The EmPower+ Energy Assessment cost will change from $250 to $200. The cost to complete a blower door will change from $50 to $100. Therefore, contractors who are completing energy assessments with blower door tests will not see any change in the total cost the energy assessment. Energy Assessments must follow the protocols listed in the Program Manual.

If you have any questions about this change, please contact [email protected] (REA) or your Account Manager (EmPower+).

Additional Office Hours

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To: Participating Contractors and Stakeholders
Regarding Programs: REA and EmPower+
Summary: Additional Office Hours
Contact: Account Managers

In the coming weeks, staff from the Residential Energy Assessment (REA) and EmPower+ Programs will hold additional Office Hours to field questions on the NY Home Energy Portal (NYHEP). Participating contractors should bring their “How do I…“ questions on modeling, forms/reports, homework assignments, etc. Use the registration links below to sign up for the Office Hour sessions. The Office Hour time slots are provided below:

Office Hours #13- Tuesday, July 11 at 9:00 a.m. ET

https://attendee.gotowebinar.com/register/5508571279578113885

Office Hours #14- Wednesday, July 19 at 3:00 p.m. ET

https://attendee.gotowebinar.com/register/4701604511581240149

Office Hours #15- Thursday, July 27 at 9:00 a.m. ET

https://attendee.gotowebinar.com/register/6030003673934649432

Office Hours #16- Tuesday, August 1 at 3:00 p.m. ET

https://attendee.gotowebinar.com/register/3670160350146012245

Office Hours #17- Wednesday, August 9 at 9:00 a.m. ET

https://attendee.gotowebinar.com/register/6734688372757717593

Office Hours #18- Thursday, August 17 at 3:00 p.m. ET

https://attendee.gotowebinar.com/register/1046097785133046360

Office Hours #19- Tuesday, August 22 at 9:00 a.m. ET

https://attendee.gotowebinar.com/register/8064622453343506519

Office Hours #20- Wednesday, August 30 at 3:00 p.m. ET

https://attendee.gotowebinar.com/register/8535081488636308309

Join the NYSERDA RFQL 4902 Residential Energy Service Providers Contractor Pool

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To: All Contractors
Regarding Programs: All
Summary: Join the NYSERDA RFQL 4902 Residential Energy Service Providers Contractor Pool
Contact: Please contact Keith Bohling at [email protected] with any questions

NYSERDA is seeking proposals from contractors to join the NYSERDA RFQL 4902 Residential Energy Service Providers Contractor Pool. We are looking to build a robust pool of vendors with a broad spectrum of market actors with expertise in the residential sector spanning single-family to multifamily and retrofits to new construction. The outcome of a successful proposal will be execution of an umbrella agreement with NYSERDA. This doesn’t include a specific statement of work, but sets up the contractor to be available for future NYSERDA projects, pilots, and initiatives. Being under contract in the RFQL 4902 Contractor Pool doesn’t guarantee any future task work orders with NYSERDA, but makes the contractor available for potential future work.

Contractors would typically provide an overview of their experience, credentials, and their areas of expertise in their proposals. While not submitting a proposal for a specific project, contractors submitting a proposal should paint a picture of what kinds of services they can bring to potential future projects that NYSERDA may undertake.

Proposals are welcomed in four service categories:

  • Market Development and Implementation Services
  • Residential Services Providers
  • Technical Support, Analysis, and Tool Development
  • Housing and Policy Expertise

Proposers may apply to one or more categories. Proposers do not need to have expertise in all portions of a category. Proposers do not need to have expertise in all types of residential applications.

Click here to access the full solicitation and application portal.(https://portal.nyserda.ny.gov/CORE_Solicitation_Detail_Page?SolicitationId=a0rt000001Q0DNmAAN)