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Explanation of the Portal Workflow Stages (Non-HPXML)

Here is a list of the Portal stages and how they interact with the database when uploading a non-HPXML file:

  • Modeling - This is where you upload your audit package.
  • Modeling Review - Your project will sit in this stage for 1-3 minutes while the data from the Portal pushes to the database.
  • Workscope Proposal - This is where you upload your contracted modeling package.
  • Workscope Review - Your project will sit in this stage for 1-3 minutes while the data from the Portal pushes to the database.
  • Eligibility Screening - This is the stage where you run your project through the Eligibility Screening Tool. You'll answer questions about the project, you'll enter information about the improvements that you are proposing, and you'll see a financial breakdown for the project. This is where you would find out whether or not a project is passing loan cost effectiveness. 
  • Contract Submission - This is where you will upload any documents, although not required, and then the submission button will submit this project to the Contract Review team for approval.
  • Contract Submission Review - This task is assigned to program administrators in the Portal. This is when the team reviews your project, and issues the Eligibility Screening Report which you will pull up from the Portal after approval. The customer will sign this document after completion of the project and will be uploaded during Final Project Submission. 
  • Financing Approval - This stage is only applicable if your customer is using the AHP Subsidy and/or a loan. Only EFS can move this task after they are done processing initial documents. 
  • Final Project Submission - This stage is assigned to you to upload the completed modeling package and all of your Completion documents. 
  • Final Project Review - This task is assigned to program administrators in the Portal. This is when the team issues the final review. Once the Final Project Review is complete the data will either be sent over to NYSERDA (on the reporting days) for incentives or the task will change to the task below (to EFS.) 
  • Financing Disbursement - This is the last task if your customer is getting a subsidy or loan. EFS does their final processing on the job.
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