Resources

NYSERDA and the NYS Electric Utilities have compiled a wide variety of resources to assist the NYS Clean Heat Participating Contractor Network. The clean heating and cooling solutions offered through NYS Clean Heat will help residents, small businesses, and commercial and multifamily building owners reduce their energy usage and cost.

See a list of the Participating Contractors

Working Group Series

The NYS Clean Heat Working Group Series for Participating Contractors & Industry Partners is a regular meeting series for contractors and industry partners affiliated with NYS Clean Heat to join program representatives in addressing questions, program improvements, and other topics related to the Program.

Stakeholders are invited to submit program-related questions and feedback at any time to a centralized email inbox at NYSCleanHeat@ceadvisors.com. Inquiries will be brought to the appropriate utilities and implementation contractors or compiled for discussion at the next Working Group Series meeting. If you would like to propose a topic for discussion at the next meeting, please submit it through this inbox at least 10 days prior to the meeting.

For project-specific inquiries, please reach out to NYSCleanHeat@icf.com or 844-212-7823. This is different from the email inbox above, which is for program-related inquiries.

Next Meeting(s):

  • Thursday, January 12, 2023 | 9:00 a.m. – 10:00 a.m. ET | Meeting Link (Registration is required in advance)

Note: Webex will be used to host the meetings. For more information on using Webex, click here.

Resources from past meetings:

General Reference

September 8, 2022

June 9, 2022

April 14, 2022

March 10, 2022

February 10, 2022

January 13, 2022

December 16, 2021

November 18, 2021

October 14, 2021

September 9, 2021

August 12, 2021

July 27, 2021

July 15, 2021

June 10, 2021

May 13, 2021

Training and Workforce Development

Training resources and opportunities will be added to this section as they become available. Explore the calendar on Clean Heat Connect for a listing of available heat pump installation and service trainings, sizing and design trainings, sales and business practice trainings, and other events to help you grow your business.

Assistance from NYSERDA is available for helping to develop and retain a workforce to perform jobs in the heat pump market.

Green Jobs — Green NY (GJGNY) Residential Financing

The ability to provide access to GJGNY Residential Financing Program, administered by NYSERDA, for customers to finance heat pump installations is reserved exclusively for Participating Contractors.

Ground Source Heat Pump (GSHP)

  • Project Completion Form — National Grid (PDF)
  • International Ground Source Heat Pump Association (IGSHPA) – Residential and Light Commercial Design and Installation Manual — this manual is the latest and most comprehensive textbook available for the design and installation of residential and light commercial GSHP systems. Numerous illustrations, charts, diagrams, and tables support and expand the informative text. The manual is available for purchase on the IGSHPA website.
  • ENERGY STAR Specification and Product Finder — utility incentives require the installation of models that have earned the ENERGY STAR label. The ENERGY STAR website offers a searchable database for finding and comparing products.
  • Best Practices Guide — NYSERDA’s best practice guide recommends methods and steps to implement energy-efficient, cost-effective, and reliable geothermal heating and cooling systems.
  • Setback Requirements — projects must meet all setback requirements by the local jurisdiction having authority or those requirements specified in the ANSI/CSA/IGSHPA C448 Series-16 Standard—whichever is stricter.
  • Large Project Completion Form — an example of the type of attestment form required at the completion of each large GSHP project that is completed by both the participating contractor and customer; this form will be updated for the NYS Clean Heat Program. 
  • Small Project Completion Form — an example of the type of attestment form required at the completion of each small GSHP project that is completed by both the participating contractor and customer; this form will be updated for the NYS Clean Heat Program. 
  • Alternate Methodology to Demonstrate Energy Code Compliance: Heat Pump Sized to Meet Heating Design Load (XLSM) — this tool applies to heat pumps used in residential structures covered by the 2020 Energy Conservation Construction Code of New York State (2020 ECCCNYS). The purpose of this tool is to show that heat pump equipment sized to meet the heating load does not conflict with Air Conditioning Contractors of America (ACCA) Manual S procedures, that would otherwise limit heat pump size based on the cooling design load and the cooling capacity of selected equipment. The tool is designed to demonstrate that a heat pump which is sized for the heating load may be considered to meet an “alternate compliance” method for the mechanical design requirements of the 2020 ECCCNYS. The tool estimates the net savings in heat pump heating, auxiliary heating, and cooling energy, as compared with a design that is sized strictly based on cooling design loads. As an alternative compliance methodology, it must be accepted by the local code official as demonstrating increased energy savings.
  • Statewide CHP Custom Calculator v2.1 — this tool assists NYS Clean Heat Participating Contractors with calculating custom energy savings for projects that involve the installation of Northeast Energy Efficiency Partnerships (NEEP) cold climate single package, cold climate mini-split air source heat pumps, large unitary air-to-air heat pumps, air source variable refrigerant flow (VRF) heat pumps, and large closed ground loop heat pumps with centralized pumping. A Clean Heat Calculator User Guide (PDF) with instructions on how to fill in the Clean Heat Calculator is available.
    • Version 2.0 of the tool is effective July 11th, 2022, and all projects that have not received a Preliminary Offer Letter (POL) before this date are subject to Version 2.0 and subsequent released versions.
  • Infiltration Guidance for Buildings at Design Conditions (PDF) — recommends what levels of air tightness (infiltration) may be used for design heating load calculations for custom heat pump projects under the NYS Clean Heat program. Infiltration loads are often misunderstood and overstated, and are a key aspect of predicting design loads, therefore properly predicting heat pump energy savings in the custom program.
  • NYS Clean Heat Prescriptive Categories Incentive Calculator (Updated to Calculate for March 1, 2022 Incentive Changes) — The tool is designed to help contractors determine heat pump system capacities at heating and cooling design temperatures, snow depth requirements for outdoor air source equipment, and utility project incentives under the appropriate incentive category: Category 1 for Part-Load air source heat pump systems with heating capacity <90% of building heating load (BHL), Category 2 for Full-Load air source heat pump (ASHP) systems with heating capacity ≥90% of BHL, or Category 3 for Full-Load ground source heat pump (GSHP) systems with heating capacity ≥90% of BHL. The tool has the following functionality:
    • Returns recommended design heating and cooling temperatures, based on premise zip code. The user may enter alternative heating and cooling design temperatures, as long as these entries don’t deviate more than 5°F from the recommended temperatures returned by the tool.
    • Returns snow depth guidance for outdoor equipment, based on premise zip code.
    • Estimates the BTU/h capacity at design temperature for each heat pump in the system, based on heating and cooling capacities listed on NEEP eligible product information sheets for ASHPs; from AHRI certificates for GSHPs; or, if approved by program administrator, from alternative manufacturer engineering documents, if accurate NEEP or AHRI documentation is not available.
    • Determines Category 1, 2 or 3 eligibility, based on heating capacity ratio relative to entered building heating load (BHL), and calculates the base utility incentive for the eligible category (the tool does not calculate temporary utility bonuses or seasonal specials).

Air Source Heat Pump (ASHP)

  • Integrated Controls Eligibility (PDF)
  • Integrated Controls Qualified Product List (PDF)
  • Decommissioning Checklist for Category 2B (PDF)
  • Northeast Energy Efficiency Partnership (NEEP) Resources — valuable resources developed by NEEP that should referenced when looking to install a cold climate ASHP:
  • NYSERDA Air Source Heat Pump Tips Fact Sheet (PDF) — NYSERDA tips sheet for consumers explaining how to get the most out of their heat pump.
  • Alternate Methodology to Demonstrate Energy Code Compliance: Heat Pump Sized to Meet Heating Design Load (XLSM) — this tool applies to heat pumps used in residential structures covered by the 2020 Energy Conservation Construction Code of New York State (2020 ECCCNYS). The purpose of this tool is to show that heat pump equipment sized to meet the heating load does not conflict with Air Conditioning Contractors of America (ACCA) Manual S procedures, that would otherwise limit heat pump size based on the cooling design load and the cooling capacity of selected equipment. The tool is designed to demonstrate that a heat pump which is sized for the heating load may be considered to meet an “alternate compliance” method for the mechanical design requirements of the 2020 ECCCNYS. The tool estimates the net savings in heat pump heating, auxiliary heating, and cooling energy, as compared with a design that is sized strictly based on cooling design loads. As an alternative compliance methodology, it must be accepted by the local code official as demonstrating increased energy savings.
  • Statewide CHP Custom Calculator v2.1 — this tool assists NYS Clean Heat Participating Contractors with calculating custom energy savings for projects that involve the installation of Northeast Energy Efficiency Partnerships (NEEP) cold climate single package, cold climate mini-split air source heat pumps, large unitary air-to-air heat pumps, air source variable refrigerant flow (VRF) heat pumps, and large closed ground loop heat pumps with centralized pumping. A Clean Heat Calculator User Guide (PDF) with instructions on how to fill in the Clean Heat Calculator is available.
    • Version 2.0 of the tool is effective July 11th, 2022, and all projects that have not received a Preliminary Offer Letter (POL) before this date are subject to Version 2.0 and subsequent released versions.
  • Infiltration Guidance for Buildings at Design Conditions (PDF) — recommends what levels of air tightness (infiltration) may be used for design heating load calculations for custom heat pump projects under the NYS Clean Heat program. Infiltration loads are often misunderstood and overstated, and are a key aspect of predicting design loads, therefore properly predicting heat pump energy savings in the custom program.
  • NYS Clean Heat Prescriptive Categories Incentive Calculator (Updated to Calculate for March 1, 2022 Incentive Changes) — The tool is designed to help contractors determine heat pump system capacities at heating and cooling design temperatures, snow depth requirements for outdoor air source equipment, and utility project incentives under the appropriate incentive category: Category 1 for Part-Load air source heat pump systems with heating capacity <90% of building heating load (BHL), Category 2 for Full-Load air source heat pump (ASHP) systems with heating capacity ≥90% of BHL, or Category 3 for Full-Load ground source heat pump (GSHP) systems with heating capacity ≥90% of BHL. The tool has the following functionality:
    • Returns recommended design heating and cooling temperatures, based on premise zip code. The user may enter alternative heating and cooling design temperatures, as long as these entries don’t deviate more than 5°F from the recommended temperatures returned by the tool.
    • Returns snow depth guidance for outdoor equipment, based on premise zip code.
    • Estimates the BTU/h capacity at design temperature for each heat pump in the system, based on heating and cooling capacities listed on NEEP eligible product information sheets for ASHPs; from AHRI certificates for GSHPs; or, if approved by program administrator, from alternative manufacturer engineering documents, if accurate NEEP or AHRI documentation is not available.
    • Determines Category 1, 2 or 3 eligibility, based on heating capacity ratio relative to entered building heating load (BHL), and calculates the base utility incentive for the eligible category (the tool does not calculate temporary utility bonuses or seasonal specials).

Heat Pump Water Heaters (HPWH)

Program Development, Approvals and Process Documents

Standards and Field Assessments

Submit Incentive Application

Note: Contractors must become a NYS Clean Heat participating contractor prior to submitting any incentive applications. Failure to do so, will delay the review and payment of these applications.

In addition to the incentive application Contractors are required to provide a Customer Participation Acknowledgement Form with the customer’s signature. If you have any questions regarding this document, please contact us at NYSCleanHeat@icf.com.

  • Central Hudson Gas & Electric: Submit the customer participation acknowledgement form (PDF) and incentive applications through the online application site.
  • Con Edison: Submit the customer participation acknowledgement form (PDF) and incentive applications as follows:
  • National Grid: Submit the customer participation acknowledgement form (PDF) and project incentive applications directly into the online intake tool. Email nyscleanheat@icf.com, stating that you have project(s) ready for submittal. National Grid, or its associated implementation contractors, will follow up with login credentials for the online intake tool. For custom incentive projects, please complete the Commercial & Industrial application and submit it along with the associated documents to NYSCleanHeatCI@nationalgrid.com.
    • Please note only projects from eligible Participating Contractors will be accepted for review. National Grid will follow up regarding project eligibility and pre-approval decision.
  • New York State Electric and Gas Corporation: Submit the customer participation acknowledgement form (PDF) and project incentive applications directly into the online intake tool. Email nyscleanheat@icf.com, stating that you have project(s) ready for submittal. NYSEG, or its associated implementation contractors, will follow up with login credentials for the online intake tool.
    • Please note only projects from eligible Participating Contractors will be accepted for review. For custom incentive projects, NYSEG, or its associated implementation contractors, will follow up regarding project eligibility and pre-approval decision.
  • Orange & Rockland: Submit the customer participation acknowledgement form (PDF) and incentive applications as follows:
    • For all Orange and Rockland Projects: Submit project incentive applications directly into the online intake tool. Email nyscleanheat@icf.com, stating that you have project(s) ready for submittal. Orange and Rockland, or its associated implementation contractors, will follow up with login credentials for the online intake tool.
    • Please note only projects from eligible Participating Contractors will be accepted for review. For custom incentive projects, Orange and Rockland, or its associated implementation contractors, will follow up regarding project eligibility and pre-approval decision.
  • Rochester Gas & Electric: Submit the customer participation acknowledgement form (PDF) and project incentive applications directly into the online intake tool. Email nyscleanheat@icf.com, stating that you have project(s) ready for submittal. RG&E, or its associated implementation contractors, will follow up with login credentials for the online intake tool.
    • Please note only projects from eligible Participating Contractors will be accepted for review. For custom incentive projects, RG&E, or its associated implementation contractors, will follow up regarding project eligibility and pre-approval decision.

For Manufacturers

Air Source Heat Pump (ASHP) Installer Trainings

Effective January 1, 2022, ASHP installers seeking to become a NYS Clean Heat Participating Contractor will be required to include an ASHP Manufacturer-sponsored Cold Climate ASHP Sizing and Design Training Certificate, or comparable document, proving their completion of training.