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FlexTech Program

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Info

The School Bus Incentive Program is an incentive program that grants vouchers to school districts. These vouchers enable the districts to purchase at least three electric school buses. The program also provides help with purchasing/installing chargers and supportive infrastructure for buses purchased via the vouchers. At least 35% and ideally 40% of program funding is allocated toward Disadvantaged Communities.

The Dealer Application contains six (6) separate pages. Review the information in the blue box at the top of the page. It provides high-level guidance and requirements that may be necessary for you to complete each page.

  • Fields marked with a red asterisk ( * ) are required and must be completed before you can move on to the next page. 
  • Fields with theImage Removedsymbol contain helpful field guidance and instructions that appear as tooltips when hovering your cursor over the symbol. The information in these tooltips is designed to help ensure that you are providing the correct information. Not all fields contain this symbol.
  • Clicking Continue at the bottom of any page will save your progress (if all required fields have been completed) should you be unable to complete the agreement in one sitting.

To complete and submit a Dealer Application, access the Dealer Application and follow the instructions below.

FlexTech Program is 


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You are required to download and review the NYSBIP Dealer Participation Agreement and the NYSBIP Implementation Manual. 

Please DO NOT copy or share the URL shown in your browser for this page. It is unique to you

Navigate to the Salesforce Portal website and login.

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On the Company Information page, complete the required fields. Once the page is complete, click the Continue button. 

Tip

You may choose to enter your Employer Identification Number (EIN) or your Social Security Number (SSN). Please note NYSERDA does not ask for SSN on this form.

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The NYSERDA portal homepage will display.

On the Contact Information page, enter the Primary Contact Information, Accounts Receivable Contact, and the Authorized Signatory Contact. Once complete, click the Continue button. 

Tip

Be sure to check the box to signify that the Accounts Receivable Contact and/or the Authorized Signatory Contact are the same as the Primary Contact, if appropriate. 

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On the Eligible Vehicles page, select the Vehicle Manufacturer from the drop-down menu, then click the Continue button. Click Submit a New Application.

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Click Technical Assistance-FlexTech.

On the Certification page, fill in the required fields and click Electronic Signature to provide your signature, then click the Continue button. 

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Check the boxes to indicate that you have downloaded and reviewed the NYSBIP Dealer Participation Agreement and the NYSBIP Implementation Manual. 

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Click on the Finish button to complete your Electronic Signature process. The page will redirect back to the Certification page.

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titleElectronic Signature Instructions


Review your signature then, click the Adopt and Sign button.

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The steps below provides guidance on how to sign your application with an Electronic Signature.

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At the bottom of the Certification page, click on the Electronic Signature button. 

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You can also click on the Other Actions menu to finish signing later or get other supports

Fill out all the required information and click Continue.

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The page will redirect for you to review and sign the document. Check off the Box and click Continue.

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After you review the document, click on the Start button for the page to redirect you to sign.Add a Customer and FlexTech consultant and click Continue

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At the bottom of the page, click on the Sign button.

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On the Documents page, click on the Choose File button under the Required Documents section to upload the appropriate files to complete your application, then click Continue. 

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The Other Documents section allows applicants to upload supporting documents.

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Fill out all the required information and click Continue.


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Upload any necessary documents.

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On the Submission Confirmation page, click Submit to complete your application.

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UI StepOnce the application is submitted, you will receive a confirmation message. A NYSERDA representative will be in touch in the next 2-3 business days.

 


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You will receive a confirmation email upon submission of the application. It may read similarly to this:

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titleConfirmation Email
Info

Dear Test,

Re: Application #81378

Thank you for applying for Test Business to participate in NYSERDA’s School Bus Incentive Program (NYSBIP). We have received your application and will review it within five business days. We will notify you by email when your application has been approved or if we require additional information. Be sure to add NYSBIP@energycenter.org to your safe senders list to ensure you receive important emails regarding the New York School Bus Incentive Program. If you have any questions, please feel free to contact NYSBIP@energycenter.org.

Thank you,

The NYSERDA School Bus Incentive Program Team

866-595-7917

NYSBIP@energycenter.org

This electronic message may contain privileged or confidential information. If you are not the intended recipient of this e-mail, please delete it from your system and advise the sender.

UI Step

If approved, you will receive an approval email. It may read similarly to this:

Expand
titleApproval Email
Info

Dear Test,

Re: Application #81378

Congratulations! NYSERDA has approved Test Business to submit incentive rebate applications through the NYSERDA School Bus Incentive Program (NYSBIP). You will receive an email within 24 hours with instructions for logging into the program’s Salesforce web portal. Be sure to add NYSBIP@energycenter.org to your safe senders list to ensure you receive important program emails. If you have any questions, please feel free to contact NYSBIP@energycenter.org.

Thank you,

The NYSERDA School Bus Incentive Program Team

866-595-7917

NYSBIP@energycenter.org.

This electronic message may contain privileged or confidential information. If you are not the intended recipient of this e-mail, please delete it from your system and advise the sender. 

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serializedStyles{"alignment":{"horizontal":"start"},"icon":{"name":"faPaperPlane","color":"#333","size":24},"text":{"color":"#333","fontSize":14,"textAlign":"left","fontWeight":"bold","text":"Aura Divider"},"border":{"top":false,"right":false,"bottom":true,"left":false,"color":"#002d72","style":"solid","width":2},"size":{}}
typeregular

Info

The School Bus Incentive Program is an incentive program that grants vouchers to school districts. These vouchers enable the districts to purchase at least three electric school buses. The program also provides help with purchasing/installing chargers and supportive infrastructure for buses purchased via the vouchers. At least 35% and ideally 40% of program funding is allocated toward Disadvantaged Communities.

The Dealer Application contains six (6) separate pages. Review the information in the blue box at the top of the page. It provides high-level guidance and requirements that may be necessary for you to complete each page.

  • Fields marked with a red asterisk ( * ) are required and must be completed before you can move on to the next page. 
  • Fields with theImage Removedsymbol contain helpful field guidance and instructions that appear as tooltips when hovering your cursor over the symbol. The information in these tooltips is designed to help ensure that you are providing the correct information. Not all fields contain this symbol.
  • Clicking Continue at the bottom of any page will save your progress (if all required fields have been completed) should you be unable to complete the agreement in one sitting.

To complete and submit a Dealer Application, access the Dealer Application and follow the instructions below.

On the Contact Information page, enter the Primary Contact Information, Accounts Receivable Contact, and the Authorized Signatory Contact. Once complete, click the Continue button. 

Additional Facility Information page should be visible. Review and click Continue.

Info

Applicants for the Multi-Family...

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On the Company Information page, complete the required fields. Once the page is complete, click the Continue button. 

UI Step
Tip

You may choose to enter your Employer Identification Number (EIN) or your Social Security Number (SSN). Please note NYSERDA does not ask for SSN on this form.

Warning

You are required to download and review the NYSBIP Dealer Participation Agreement and the NYSBIP Implementation Manual. 

Please DO NOT copy or share the URL shown in your browser for this page. It is unique to you.

Expand
titlescreenshot

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UI Step
Tip

Be sure to check the box to signify that the Accounts Receivable Contact and/or the Authorized Signatory Contact are the same as the Primary Contact, if appropriate. 

Expand
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UI StepOn the Eligible Vehicles page, select the Vehicle Manufacturer from the drop-down menu, then click the Continue button

. 


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UI Step

On the Certification page, fill in the required fields and click Electronic Signature to provide your signature, then click the Continue button. 

Warning

Check the boxes to indicate that you have downloaded and reviewed the NYSBIP Dealer Participation Agreement and the NYSBIP Implementation Manual. 

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Review your signature then, click the Adopt and Sign button.

Upload Documents in "Budget" and "Scope of Work". Click Continue.

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titleElectronic Signature Instructions

At the bottom of the page, click on the Sign button.

Info

The steps below provides guidance on how to sign your application with an Electronic Signature.

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At the bottom of the Certification page, click on the Electronic Signature button. 

UI Step
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titlescreenshot

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UI Step

The page will redirect for you to review and sign the document. Check off the Box and click Continue.

Tip

You can also click on the Other Actions menu to finish signing later or get other supports.

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After you review the document, click on the Start button for the page to redirect you to sign.

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Click on the Finish button to complete your Electronic Signature process. The page will redirect back to the Certification page.

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UI Step

On the Documents page, click on the Choose File button under the Required Documents section to upload the appropriate files to complete your application, then click Continue. 

Tip
The Other Documents section allows applicants to upload supporting documents.

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UI Step
On the Submission Confirmation page, click Submit to complete your application

Click Send for Electronic Signature.

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UI Step
Once the application is submitted, you will receive a confirmation message. A NYSERDA representative will be in touch in the next 2-3 business days. 
Info

Dear Test,

Re: Application #81378

Thank you for applying for Test Business to participate in NYSERDA’s School Bus Incentive Program (NYSBIP). We have received your application and will review it within five business days. We will notify you by email when your application has been approved or if we require additional information. Be sure to add NYSBIP@energycenter.org to your safe senders list to ensure you receive important emails regarding the New York School Bus Incentive Program. If you have any questions, please feel free to contact NYSBIP@energycenter.org.

Thank you,

The NYSERDA School Bus Incentive Program Team

866-595-7917

NYSBIP@energycenter.org

This electronic message may contain privileged or confidential information. If you are not the intended recipient of this e-mail, please delete it from your system and advise the sender.

UI Step

If approved, you will receive an approval email. It may read similarly to this:

Expand
titleApproval Email

Click Close.

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titlescreenshot

Image Removed

UI Step

You will receive a confirmation email upon submission of the application. It may read similarly to this:

Expand
titleConfirmation Email
Info

Dear Test,

Re: Application #81378

Congratulations! NYSERDA has approved Test Business to submit incentive rebate applications through the NYSERDA School Bus Incentive Program (NYSBIP). You will receive an email within 24 hours with instructions for logging into the program’s Salesforce web portal. Be sure to add NYSBIP@energycenter.org to your safe senders list to ensure you receive important program emails. If you have any questions, please feel free to contact NYSBIP@energycenter.org.

Thank you,

The NYSERDA School Bus Incentive Program Team

866-595-7917

NYSBIP@energycenter.org.

This electronic message may contain privileged or confidential information. If you are not the intended recipient of this e-mail, please delete it from your system and advise the sender.