Resources for Applications

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.

Program Manual: CHG&E, NGrid, NYSEG, O&R, and RG&E (PDF)

Program Manual: Con Edison (PDF)

Additional resources are available on the Clean Heat Connect website. This is a network of distributors and manufacturers currently dedicated to expanding the adoption of air source heat pumps in homes across New York State. Clean Heat Connect does plan to expand into geothermal in the near future. Find distributor and manufacturer hosted trainings, learn about sales and marketing strategies, and explore resources from NYSERDA, NEEP and trusted partners.

Explore Clean Heat Connect

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 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 fill out our Issue Template (PPTX) and submit it through this inbox at least 10 days prior to the meeting.

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

Next Meeting(s):

  • Thursday, September 12, 2024 | 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:

June 13, 2024

April 18, 2024

December 14, 2023

September 14, 2023

June 12, 2023

March 9, 2023

January 12, 2023

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

Prescriptive (Small Projects)

  • 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.
  • NYS Clean Heat Prescriptive Categories Incentive Calculator — 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 <100% of building heating load (BHL), Category 2 for Full-Load air source heat pump (ASHP) systems with heating capacity ≥100% of BHL, or Category 3 for Full-Load ground source heat pump (GSHP) systems with heating capacity ≥100% 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).
  • Design Temperature Lookup Tool (XLSX) — This tool provides the design temperature reference by zip code.
  • Guidance for Acceptable Load Calculations (DOCX) — This document provides guidance on how to perform heating and cooling load calculations for applications to the New York State Clean Heat Program. Load calculations are required for all applications for Clean Heat incentives and are subject to review by the Program Administrators. Participating Contractors who choose to perform load calculations that do not meet the criteria outlined in this document may be asked to provide written justification and their projects may be subject to additional review.

Air Source Heat Pump

Ground Source Heat Pump

Custom (Large Projects)


  • Statewide CHP Custom Calculator v3.2 — 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 3.2 of the tool is effective June 3, 2024, and all Consolidated Edison projects that have not received a Preliminary Offer Letter (POL) before this date are subject to Version 3.2 and subsequent released versions. Projects with other utilities may use either Version 3.1 or 3.2.
  • Category 6 Domestic Hot Water Calculator v3.1 (XLSX) — Excel based tool to assist participating contractors applying to the NYS Clean Heat Program with calculating custom energy savings and incentives for Domestic Hot Water Heat Pump Water Heater (HPWH) – Air Source technologies.
  • Statewide HRC Calculator v1.2 (XLSX) — This calculator is to be used for water-source electrically operated Heat Recovery Chiller(s) that operate to meet year-round hot water (HW) and chilled water (CHW) loads. A HRC Calculator User Guide v1.2 with instructions on how to fill in the HRC Calculator.