Resources for Participating Contractors

To access financing through the GJGNY Residential Financing Program, a customer must have one of the following:

• Heat Pump Energy Audit
• Residential Clipboard Energy Efficiency Assessment
• Energy Assessment

Web Proforma Plus Calculated savings, using the Program Specific Energy Savings Calculators, are to be used to populate the Web Proforma Plus to determine financing cost effectiveness as required by the Green Jobs-Green New York (GJGNY) legislation. Information about the GJGNY Residential Financing Program, including audit or assessment requirements for each NYSERDA program, can be found in the GJGNY Financing Program Manual, listed below.

Contractor Resources

• Eligible Measures [PDF]
• GJGNY Financing Program Manual [PDF]
• How to Use the Residential Web ProForma Plus Tool User Guide [PDF]
• How to Use the Residential Web ProForma Plus Tool Video Tutorial

Program Specific Resources and Submission Requirements

Comfort Home Projects

• Comfort Home Energy Assessment (download from Compass)
• Comfort Home Energy Savings Calculator [XLSM]
• Submit the following to EFS:
  • Web ProForma Summary
  • Contract (signed by both you and the customer)
  • Comfort Home Completion Report with the NYSERDA claim number (download from Compass)

Market-Rate Audits and GJGNY Financing

• Invoice ProForma Report (download from the New York Home Energy Portal )
• Submit the following to EFS:
  • Web ProForma Summary
  • Contract (signed by both you and the customer)
  • Certificate of Completion [PDF] (signed by both you and the customer)

EmPower+ Projects

• Invoice ProForma Report (download from the New York Home Energy Portal )
• Submit the following to EFS:
  • Web ProForma Summary
  • Contract (signed by both you and the customer)
  • Test Out Form (download from the New York Home Energy Portal) 

NYS Clean Heat Statewide Heat Pump Program Projects and PSEG LI Home Comfort Projects

• Air Source Heat Pump [XLSM] Energy Savings Calculator
• Ground Source Heat Pump [XLSM] Energy Savings Calculator
• Air to Water Heat Pump [XLSM] Energy Savings Calculator
• Submit the following to EFS:
  • Contract or invoice (signed by both you and customer)
  • Web ProForma Summary Page
  • Certificate of Completion [PDF] (signed by both you and the customer)

Solar Projects

• Submit the following to EFS:
  • Completed Web ProForma Summary
  • Contract or invoice (signed by both you and the customer)
• Submit the following through the Salesforce contractor portal:
  • Enter of project information into portal
  • Signed NY-Sun Project Invoice
  • Final utility interconnection permission to operate (PTO)
  • For specific details, view the Program Manual and Project Application Guidance.