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FlexTech: Application Intake

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Info

The FlexTech Program is 


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Navigate to the Salesforce Portal website and login.

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The NYSERDA portal homepage will display.

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Click Submit a New Application.

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Click Technical Assistance-FlexTech.  

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

Fill out all the required information and click Continue.

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

. 

Info

Customers must have a Consultant for the project to be able to complete the application. If you do not, please email FlexTech@nyserda.ny.gov and you will gain assistance to find one

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titleElectronic Signature Instructions
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Add a Customer and a FlexTech consultant and click click Continue.

Info

Note that the option "Clone" means you have more than one of that role in the project.  You will still need to enter the contact information for that information.


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Fill out all the required Facility information and click click Continue.

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Upload any necessary documentsIf the Facility Sector is P-12 School, Industrial, College/University, or Healthcare, you will have additional required fields to complete on the page. 


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Additional Enter any additional Facility Information page should be visible, if applicable. Review the information in the table and, if correct, click Continue.

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If you do not yet have the information for the additional facilities, you can enter it after NYSERDA has approved your application. 


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Applicants for the Multi-Family.... 


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

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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. 

in theBudget andScope of Work fields. Click Continue.

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If your project is in the Afforadability Housing Sector, you also must upload affordability documentation.


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Review the summary of your application, read the certification statement, and click the box acknowledging agreement. 

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The customer's signature is required for the application.  If the applicant is not the customer, you can send it to the customer for electronic signature or you can print the application, acquire their signature, and upload a scan of the application with their signature for review. 

Click Send for Electronic Signature.


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Click CloseOnce you have entered the customer's signature, Click Submit.

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