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FlexTech: Application Intake

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Info

The FlexTech Program is 

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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.  
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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UI Step

Add a Customer and a FlexTech consultant and 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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UI Step

Fill out all the required Facility information and click Continue.

Info

If 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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UI Step

Enter any additional Facility Information, if applicable. Review the information in the table and, if correct, click Continue.

Info

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


Info

Applicants for the Multi-Family.... 


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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 in theBudget andScope of Work fields. Click Continue.

Info

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


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UI Step

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

Info

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. 


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UI Step

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

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