Clean Heat for All: Packaged Terminal Heat Pump Program - Phase II
Open State & local contract opportunity Posted
- Solicitation number
- 2127581
- State
- New York
- Responses due
Opportunity facts
- Points of contact
-
- James Mannarino pwhpdemonstration@nyserda.ny.gov (646) 873-7909
- Nancy Marucci nancy.marucci@nyserda.ny.gov (518) 862-1090
Updated .
About this opportunity
The Clean Heat for All: Packaged Terminal Heat Pump Program - Phase II is a state procurement opportunity issued by the New York State Energy Research and Development Authority (NYSERDA) focusing on increasing adoption of cold climate, high-efficiency packaged window heat pumps (PWHPs). The program is structured in two phases, with Phase I requiring PWHP manufacturers and vendors to submit documentation demonstrating compliance with NYSERDA's technical and performance specifications. Upon approval, participants become eligible for Phase II, where incentives will be available on a first-come, first-served basis for deploying PWHPs in demonstration sites. Incentive levels are tiered, offering 50% of PWHP costs up to $1,500 per unit for market-rate sites and 75% of costs up to $2,250 per unit for low-to-moderate income (LMI) sites. Each demonstration site will be required to implement performance monitoring plans, and there are specific financial constraints: a maximum incentive award of $500,000 per demonstration site and a $2,000,000 cap on incentives for any single PWHP brand. The procurement opportunity is currently open, with a due date of June 30, 2027, and interested parties can find updates and notifications at www.nyserda.ny.gov/funding-opportunities.
Eligibility for this procurement is open to all packaged window heat pump manufacturers and vendors who can demonstrate the ability to provide installation-ready PWHPs that meet NYSERDA's technical specifications. While no specific set-aside designations for disadvantaged enterprises are explicitly mentioned, the program does provide more favorable incentive rates for LMI demonstration sites, which could indirectly support equity goals. The program does not list incumbent vendors or specify existing infrastructure requirements, but participants will need to integrate their PWHPs with performance monitoring protocols. The total program budget is not explicitly stated, but the maximum incentive structure suggests significant potential investment: up to $500,000 per demonstration site and a total of $2,000,000 per PWHP brand. This procurement represents a strategic approach to promoting heating electrification retrofits in New York State buildings, with a clear focus on supporting high-efficiency, minimally invasive heat pump technology.
Opportunity text
Description of goods to services to be bid:
The program aims to increase adoption and further monitor performance of cold climate, high efficiency packaged window heat pumps (PWHPs) as a cost effective, minimally invasive heating electrification retrofit solution for New York State buildings. The program will achieve this via a 2-phase PON. Under Phase I, NYSERDA will publish PWHP performance specifications and other requirements. PWHP manufacturers & vendors will apply to Phase I by providing documentation that PWHPs meet those specifications & requirements. NYSERDA will review those application packages and, upon approval, applicants will become PWHP Program Participants and will be eligible to apply for Phase II. No funding will be committed or disbursed under Phase I.
Under Phase II, incentives will be made available on a first come, first served basis to Program Participants who will partner with building owners to deploy PWHPs in buildings, which the Program refers to as Demonstration Sites. NYSERDA will provide incentives on a per-PWHP basis and those incentive levels are 50% of PWHP costs up to $1,500/PWHP for Market Rate Demonstration Sites and 75% of PWHP costs up to $2,250/PWHP in LMI Demonstration Sites. Each Demonstration Site will also be subject to PWHP performance monitoring plans, which will be included in the Scope of Work for the Participant associated with each Demonstration Site. The maximum incentive award for each Demonstration Site is $500,000. The maximum amount of incentives any one PWHP brand may receive is $2,000,000.
If changes are made to this solicitation notification will be posted on NYSERDA's website at:www.nyserda.ny.gov/funding-opportunities
Eligibility/Qualifications Requirements/Preferences:
Phase I qualification is available to all packaged window heat pump (PWHP) manufacturers and vendors who illustrate the ability to provide installation-ready PWHPs in accordance with NYSERDA outlined technical and performance specifications. Such applicants will be required to submit all documentation listed in the PON attachment: Phase I Application Requirements: PWHP Specifications and Required Documentation. Upon acceptance, applicants will become PWHP Program Participants ("Participants"). Please see PON Section III for more information.
Phase II will be open only to Participants qualified under Phase I. Phase II is open to multifamily buildings seeking to install PWHPs. All projects will be required to abide by NYSERDA performance monitoring plans, which will be designed and implemented by NYSERDA and a NYSERDA contractor team. Incentives will be provided to Participants upon completion of PWHP installation. Please see PON Section III for more information.
Service-Disabled Veteran-Owned Set Aside: No
Minority Owned Sub-Contracting Goal: 0%
Women Owned Sub-Contracting Goal: 0%
Service-Disabled Veteran-Owned Business Contracting Goal: 0%
Disadvantaged Owned Sub-Contracting Goal: 0%
Due date:06/30/2027 3:00 PM
Phase II
Contract term: Phase II Open Enrollment until June 30, 2027
County(ies): All NYS counties
Location: Existing multifamily buildings with five (5) or more units including rentals, cooperatives and condominiums in New York State.
Business entities awarded an identical or substantially similar procurement contract within the past five years:
None
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