Versions Compared

Old Version 12

changes.mady.by.user Melissa Hurt [X]

Saved on

compared with

New Version 13

changes.mady.by.user Melissa Hurt [X]

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Aura - Title
color#002d72
textAlignleft
fontSize34
lineHeight34
cloudTextDemo Title
tagh1
fontWeightbold
FlexTech: Application Intake

Aura - Divider
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 FlexTech Program is 

Tip

Test tip

Test Bold text

UI Steps
sizesmall


UI Step

Navigate to the Salesforce Portal website and login.

Expand
titlescreenshot




UI Step

The NYSERDA portal homepage will display.

Expand
titlescreenshot




UI Step

Click Submit a New Application.

Expand
titlescreenshot




UI Step

Click Technical Assistance-FlexTech.  

Tip

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. 



UI Step

Add a Customer and a FlexTech consultant and click Continue.

Infotip

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.

Expand
titlescreenshot




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. 


Expand
titlescreenshot




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.... 


Expand
titlescreenshot




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.


Expand
titlescreenshot




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. 


Expand
titlescreenshot




UI Step

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

Expand
titlescreenshot





HTML
<style type="text/css">
#title-text { display: none;}
</style>