Documents & Resources for Providers

This Documents & Resources page is home to guidance documents and templates that can be used to help submit required documentation to the Low Carbon Pathways for Multifamily Buildings program.

Please be sure to download a new version of the documents for each project as documents may be updated periodically

• DRAF – Resident & Owner
  Data Release Authorization Forms (DRAFs) allow NYSERDA to pull customer utility data. DRAFs are required as part of the Energy Use Snapshot application and at the As-Built stage. Reach out to your case manager for more details.
• Photo Template and Sampling Instructions [PPTX]
  Template with instructions for photo submissions and sampling guidelines for photo inspections
• Workscope Tools and Measure Package Requirement Details - The Workscope Tool is prepared by consultants as part of the different stages of the project. It is an Excel-based spreadsheet used to summarize the project work and demonstrate compliance with the Program requirements. The Measure Package Requirement Details is a PDF that lays out the minimum program requirements and submittal package details for each measure.
• Workscope Tool: Instructions [PPTX]
• Version 3 (use documents below for projects that applied to the program on or after 5/2/25)
• PON 4701 Summary (V3) [PDF]
• Attachment A (V3) [PDF]
• Workscope Tool: Appliances (V3) [xlsx]
• Workscope Tool: Envelope (V3) [xlsx]
• Workscope Tool: Heating and Cooling (V3) [xlsx]
• Workscope Tool: V3 Domestic How Water (V3) [xlsx]
• Version 2 (use documents below for projects that applied to the program between 11/20/23 and 5/1/25)
• PON 4701 (V2) [PDF]
• Attachment A (V2) [PDF]
• Workscope Tool: Appliances (V2) [xlsx]
• Workscope Tool: Envelope (V2) [xlsx]
• Workscope Tool: Domestic How Water (V2) [xlsx]
• Workscope Tool: Heating and Cooling (V2) [xlsx]
• Version 1 (use documents below for project that applied to the program between 6/1/22-11/19/23).
• PON 4701 (V1) [PDF]
• Attachment A (V1) [PDF]
• Workscope Tool: Envelope (V1) [xlsx]
• Workscope Tool: Domestic How Water (V1) [xlsx]
• Workscope Tool: Heating and Cooling (V1) [xlsx]
• Workscope Tool: Ventilation (V1) [xlsx]

Affordable Multifamily Document Library

• Affordable Multifamily Buildings Verification Guidelines [PDF]
  • These Guidelines detail the affordable housing definition, acceptable forms of affordability verification.
• Affordable Multifamily Rent Roll [XLSX]
  • An acceptable form of affordability verification. Review Affordable Multifamily Buildings Guidelines for details.
• Multifamily Affordability Verification Application
  • Submit documentation to verify your multifamily building(s) as affordable housing using this JotForms application. The form has an attestation that must be completed by the building owner. Please complete and submit this form at the same time you submit your Low Carbon Pathways project application.