Resources for Applications

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 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 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, June 11, 2026 | 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:

• 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).
• Eligible vs. Ineligible (PDF) — Is my project eligible? Frequently asked about, and commonly found scenarios that answer eligibility and ineligibility questions for NYS Clean Heat projects.
• Design Temperature Lookup Tool (XLSX) — This tool provides the design temperature reference by zip code.
• Pipe Freeze Protection (PDF) — Learn about pipe freeze prevention and protection measures that avoid burst winter pipes. Converting homes to heat pump heating removes the waste heat of an old furnace or boiler, possibly exposing pipes to below freezing conditions. This document’s guidance will help avoid that outcome and avoid a NYS Clean Heat field assessment non-conformance.

Air Source Heat Pump

• Clean Heat Project Tracker (PDF) — Project management tool that outlines the process-flow for a NYS Clean Project from start to finish. Utilize the checklist on every project to stay organized, maintain accountability and find program resources.
• Integrated Controls Eligibility (PDF)
• Integrated Controls Qualified Product List (PDF)
• Air to Water Heat Pump Eligibility and Qualified Products (PDF)
• Decommissioning Checklist: CHG&E, NGRID, NYSEG, O&R and RG&E (PDF)
• Decommissioning Checklist: Con Edison Residential (PDF): English | Chinese | Spanish
• Con Edison Leaving Oil Tanks When Switching to Heat Pumps (PDF): English | Chinese | Spanish
• Northeast Energy Efficiency Partnership (NEEP) Resources — valuable resources developed by NEEP that should referenced when looking to install a cold climate ASHP:
  • Cold Climate Air Source Heat Pump List
  • Cold Climate Air Source Heat Pump Specification (PDF)
  • Guide to Sizing and Selecting Air Source Heat Pumps in Cold Climates (PDF)
  • Guide to Installing Air Source Heat Pumps in Cold Climates (PDF)

Ground Source Heat Pump

• Clean Heat Project Tracker (PDF) — Project management tool that outlines the process-flow for a NYS Clean Project from start to finish. Utilize the checklist on every project to stay organized, maintain accountability and find program resources.
• Decommissioning Checklist: Con Edison Residential (PDF): English | Chinese | Spanish
• Con Edison Leaving Oil Tanks When Switching to Heat Pumps (PDF): English | Chinese | Spanish
• GSHP Startup Checklist Template CHG&E, NGRID, NYSEG, O&R, and RG&E — Approved example and template for Startup and Checkout Procedure of Geothermal Systems. This template, or a similar document, is required with your rebate application.
• 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.