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FlexTech: Application Intake

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Info

A NYSERDA Portal Account is required for the Application Intake process, applicants can follow the instructions on FlexTech: Register for a Portal Account to register for a portal account.

The Application Intake process 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 thesymbol contain helpful field guidance and instructions that appear as tooltips when hovering your cursor over the symbol. The information in these tooltips ensures you provide the correct information. Not all fields contain this symbol.
  • Fields with thesymbol is an expandable field.
  • 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.
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titlePortal Access


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UI Steps
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UI Step

Navigate to the NYSERDA Salesforce Portal and login.


UI Step

Once you are in the Salesforce Portal, click on the Submit a New Application tab on the home page.

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UI Step

From the Choose a Program page, click on theTechnical Assistance-FlexTech tab.  

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. 

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UI Step

Add a Customer and a FlexTech consultant and click Continue.

Tip

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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titlePage 3


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UI Step

Fill out all the required Facility information and click Continue.

Tip

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.

Tip

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

Tip

Applicants for the Multi-Family...

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titlePage 5


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titleIntroduction



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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.

Tip

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. 

Tip

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. See the instructions below depending on your role.

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titleIf the Applicant is the Customer

 Click the button to electonically sign the document.  Be sure to review the attached documents, including the terms and conditions. You can click Print to access a PDF of these documents for your review. Upon signing, click Submit. 

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titleIf the Applicant is NOT the Customer

 Click the button to send for signature. The docusign email will go to the Customer.  You will receive an email confirming their signature once they have done so.  They will have 30 days to sign.  Please ask them to check their spam folder for the email to docusign. 


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UI Step

If you have received the customer's signature on the printed application, scan it into your system, upload it to the application, and click Submit.

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UI Expand
titleSubmission Verification


UI Expand
titleDocument Rejection

If NYSERDA rejected any document you have submitted, you will receive an email telling you why it was not adequate.  See the sample of what this communication may look like. 

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titleRejected Document Email


Select your project application in SalesForce, scroll down to Documents, and you will see a button to click for uploading the correct or revised document. 


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