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Aura - Title
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fontWeightbold
FlexTech: Application Intake

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typeregular

Info

The FlexTech Program is 


UI Steps
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UI Step

Navigate to the Salesforce Portal website and login.

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UI Step

The NYSERDA portal homepage will display.

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UI Step

Click Submit a New Application.

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UI Step

Click Technical Assistance-FlexTech.

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titleElectronic Signature Instructions


Info

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

UI Steps
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UI Step

Fill out all the required information and click Continue.

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UI Step

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

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UI Step

Add a Customer and FlexTech consultant and click Continue

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UI Step

Fill out all the required information and click Continue.


Info

Upload any necessary documents. 


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UI Step

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

Info

Applicants for the Multi-Family.... 


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UI Step

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

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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. 

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UI Step

Click Send for Electronic Signature.

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UI Step

Click Close.

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