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Resources for Participating Contractors


Contractor resources such as ProForma worksheets and instructions on required document submissions are available below for each NYSERDA program that offers access to residential financing.

Proforma Worksheets and Required Document Submissions

Comfort Home projects:

  • ProForma Financial Workbook [XLSM]
  • Submit the following directly to EFS:
    • Contract signed by both you and the customer
    • Completed ProForma Financial Workbook determining financing cost effectiveness
    • Completion Report with the NYSERDA claim number

Market-Rate Energy Efficiency projects:

Assisted Home Performance with ENERGY STAR (AHPwES) Projects:

NYS Clean Heat Statewide Heat Pump Program Projects:

Solar projects:

Residential Renewable Energy Tax Credit Bridge Loan

For contractors offering the Bridge Loan, please provide each customer with the NYSERDA Residential Renewable Energy Tax Credit Bridge Loan Notice [PDF].