2024 Downloadable Resources

Click on each of the titles to view the list of downloadable resources.

HEAP 2024 Flyer

Rest of State

HEAP Regional Meeting ROS Agenda

• Agenda (545KB)

Participant Folder Files

• HEAP District Responsibilities (79KB)
• Alternate Certifier (102KB)
• 2024 2025 Weatherization Referral Policies (104KB)
• HEAP E Reports (118KB)
• HEAP CNS District Contact Information (450KB)
• 2024 2025 HEAP Monitoring (127KB)
• 2024 2025 Common Audit Findings (130KB)
• Subscription Instructions (192KB)
• Subscription Links (189KB)
• Where to Find Important HEAP Items (142KB)
• WMS and myWorkspace HEAP FAQ (108KB)
• OTDA Fiscal Contacts (117KB)
• HEAP Staff County Liaisons (112KB)
• HEAP County Coordinator Contacts (374KB)
• HEAP flyer (304KB)
• HEAP Administrative Form Guide (53KB)
• 2023 2024 HEAP Denied Applicant Report fillable (71KB)
• 2024 2025 HEAP Information Request Form Fillable (131KB)
• 2024 2025 HEAP Outreach Plan Fillable (30KB)

HEAP Program Overview and Updates

• UPDATED ROS 2024 2025 HEAP Program Overview and Updates (3.68MB)

Working with HEAP Vendors

• HEAP vendors slides 6 20 23 (1.24MB)
• LDSS 5043 rev5 16 (72KB)
• LDSS 5044 rev3 23 (80KB)
• HEAP Vendor Agreement Deliverable Non Utility Services Component (313KB)
• HEAP Vendor Agreement Cooling Assistance Services Component (343KB)
• HEAP Vendor Agreement Heating Equipment Repair and Replacement (286KB)
• PSC Utility Vendor Agreement (92KB)
• Municipal Landlord Esco Utility Agreement (93KB)

Systems Highlights and SFS Processing

• SystemHighlightsSFSProc 06 20 23 (1.02MB)
• HEAP OSC Check Inquiry Form (Rev 5.8.13) (140KB)
• 23DC044 Attachment 1 (139KB)
• 2022 2023 HEAP Mass Authorization Eligible Report (86KB)
• 2022 23 HEAP Mass Authorization Exception Report Sample (47KB)

Heating Equipment Repair and Replace

• HERR Manual 6 20 23 (472KB)
• 20DC002 (60KB)

HEAP Forms and Notices

• New York State 2024 2025 HEAP Administrative Form Guide (114KB)
• Documentation Requirements (LDSS 2642) (178KB)
• DRAFT LDSS 5099 HEAP Systems Quick Reference Tool (127KB)
• DRAFT LDSS 5005 (133KB)
• HEAP Application (LDSS 3421) (635KB)
• Forms List (53KB)
• HEAP Notice Of Eligibility Decision Approval (LDSS 3494A) (48KB)
• HEAP Notice of Eligibility Decision Denial (LDSS 3494B) (130KB)
• Request for Documents or Publications (OTDA 876) (Rev 2 22) (190KB)
• HEAP Emergency Benefit Budget Worksheet (LDSS 3594B) (131KB)
• LDSS 5199 Request for Local Equivalent (146KB)
• HEAP 3 Month Method Self Employment Worksheet (LDSS 3785) (144KB)
• HEAP Vendor Refund Form LDSS 5043 (68KB)
• HEAP HERR Worksheet (LDSS 4867) (158KB)
• Vendor Agreement Non Utility (291KB)
• HEAP Heating Equipment Repair Replacement Job Proposal (LDSS 4867A) (106KB)
• Vendor Agreement Cooling (264KB)
• HEAP Cooling Assistance Request for Benefit (65KB)
• Vendor Agreement Repair Replacement (286KB)
• HEAP 12 Month Method Self Employment Income Tax Calculation Worksheet (LDSS 4997) (231KB)
• HEAP Utility Vendor Agreement (460KB)
• HEAP Muni Esco Vendor Agreement FINAL 10 05 07 (25KB)
• HEAP Qualified Non Citizen (LDSS 4998) (32KB)
• HEAP Guarantee of Payment Letter (LDSS 5000) (57KB)
• HEAP OSC Check Inquiry Form (147KB)
• HEAP 3 Month Method Rental Income Calculation Worksheet (LDSS 5001) (168KB)
• HEAP Mass Authorization Eligible Report (87KB)
• DRAFT HEAP Desk Guide (LDSS 5005) (133KB)
• HEAP Mass Authorization Exception Report Sample (47KB)
• HEAP Heating Equipment Repair and Replacement Screening Form (LDSS 5010) (74KB)
• HEAP Vendor Refund Form (LDSS 5043) (72KB)
• HEAP Cooling Assistance Services Invoice (LDSS 5044) (80KB)
• HEAP Heating Equipment Clean and Tune Request for Benefit (LDSS 5081) (53KB)
• HEAP Heating Equipment Clean and Tune Services Invoice (LDSS 5083) (235KB)
• DRAFT HEAP Systems Quick Reference Tool (LDSS 5099) (127KB)
• Keep the Heat On With HEAP Brochure (PUB 4735) (227KB)
• Keep the Heat On With HEAP Poster (PUB 5007) (163KB)
• No Cost Clean and Tune (EnglishSpanish) (PUB 5157) (190KB)
• Beat the heat with HEAP! (EnglishSpanish) (PUB 5182) (603KB)
• Intelligent Auto Fill Forms List HEAP (53KB)
• Request for Documents or Publications (OTDA 876) (Rev 2 22) (190KB)

New York City

HEAP Regional Meeting NYC Agenda

• Agenda NYC (546KB)

Participant Folder Files

HEAP Program Overview and Updates

• NYC 2024 2025 HEAP Program Overview and Updates (1.08MB)

Working with HEAP Vendors

• HEAP vendors slides 6 20 23 (1.24MB)
• LDSS 5043 rev5 16 (72KB)
• LDSS 5044 rev3 23 (80KB)
• HEAP Vendor Agreement Deliverable Non Utility Services Component (313KB)
• HEAP Vendor Agreement Cooling Assistance Services Component (343KB)
• HEAP Vendor Agreement Heating Equipment Repair and Replacement (286KB)
• PSC Utility Vendor Agreement (92KB)
• Municipal Landlord Esco Utility Agreement (93KB)

NYC Systems and Highlights

Heating Equipment Repair and Replace

• $RR 6 28 2022 (0KB)
• HERR Intro (20KB)
• HERR Manual 6 20 23 (472KB)
• 20DC002 (60KB)

HEAP Forms and Notices

• DRAFT 2024 20255 HEAP Desk Guide (LDSS 5005) Training Only (133KB)
• 2023 2024 Early Outreach Application PDF_Redacted (886KB)
• HEAP Notice of Eligibility Decision Notice Approval Notice LDSS 3494A (1.18MB)
• HEAP Notice of Eligilbility Decision Notice Denial Notice LDSS 3594B (127KB)
• HEAP Documentation Requirements Pending Notice LDSS 2642 (196KB)
• DRAFT HEAP Systems Quick Reference Tool (LDSS 5099)Training Only (127KB)
• New York State 2024 2025 HEAP Administrative Form Guide (114KB)
• Request for Documents or Publications (OTDA 876) (Rev 2 22) (190KB)
• Request for Approval of Local Equivalent Forms (LDSS 5199) (146KB)
• HEAP Deliverable Non Utility Vendor Agreement (291KB)
• HEAP Cooling Vendor Agreement (264KB)
• HERR Vendor Agreement (286KB)
• HEAP Muni Esco Vendor Agreement ( Rev 10 07) (25KB)
• HEAP PSC Regulated Utility Vendor Agreement (460KB)
• HEAP Vendor Refund Form (LDSS 5043) (68KB)