Page History

Aura - Title

color	#002d72
textAlign	left
fontSize	34
lineHeight	34
cloudText	Demo Title
tag	h1
fontWeight	bold

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":{}}
type	regular

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.

Aura - Tab Group

settings

{"generalSettings":{"tabSpacing":0,"tabWidth":40,"tabHeight":40,"direction":"vertical"},"activeSettings":{"backgroundColor":{"color":"#002d72"},"text":{"fontSize":16,"color":"#ffffff","textAlign":"left","fontWeight":"normal"}},"inactiveSettings":{"backgroundColor":{"color":"#f4f5f7"},"text":{"fontSize":16,"color":"#5e6c84","textAlign":"left","fontWeight":"normal"}},"contentSettings":{"backgroundColor":{"color":"#fff"},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","is":"drop-shadow","x":0,"y":0,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":3,"blur":2,"spread":-2}]},"border":{"style":"solid","width":2,"top":false,"bottom":false,"left":true,"right":false,"color":"#002d72"},"padding":{"top":10,"right":10,"bottom":10,"left":10}},"hoverSettings":{"backgroundColor":{"color":"#0073a4"},"text":{"fontSize":16,"color":"#ffffff","textAlign":"left","fontWeight":"normal"}}}

tab

1

Aura - Tab

title	Portal Access

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Portal Access

UI Steps

size	small

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.

Expand

title	screenshot

UI Step

From the Choose a Program page, click on the Technical 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 a member of the FlexTech will help you acquire one.

Expand

title	screenshot

Aura - Tab

title	Page 1

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Page 1

Section

Column

width	35%

UI Steps

size	small

UI Step

Fill out the required fields under the Applicant Information section and click Continue.

Tip
Some information on this page will be pre-populated based on your registration.

Column

width	65%

Aura - Tab

title	Page 2

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Page 2

UI Steps

size	small

UI Step

The Consultant and Customer Information must contain at least two contacts (FlexTech Consultant and Customer) before you can proceed to the next page. To add a Customer and/or a FlexTech consultant, click on Add a Contact.

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

Expand

title	screenshot

UI Step

Select your Role and fill out all of the required fields, then click Save Changes.

Expand

title	screenshot

UI Step

Once all contact roles are added, click the Continue button to move to the next page.

Expand

title	screenshot

Aura - Tab

title	Page 3

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Page 3

Info
If the Facility's Sector selected is: P-12 School, Industrial, College/University, or Healthcare, you will have additional required fields to complete on the page.

Section

Column

width	35%

UI Steps

size	small

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

Column

width	65%

Aura - Tab

title	Page 4

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Page 4

UI Steps

size	small

UI Step

The Facility Information will populate automatically. If applicable, click on Add a Contact and enter any additional Facility Information.

Tip

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

Applicants for the Multi-Family...

Expand

title	screenshot

UI Step

Enter in the additional Facility Information in the modal window and click Save.

Expand

title	screenshot

UI Step

Once all Facility(s) are added, review the information in the table and, if correct, click Continue.

Expand

title	screenshot

Aura - Tab

title	Page 5

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Introduction

Section

Column

width	35%

UI Steps

size	small

UI Step

On the Documents page, click on the Choose File button under the Required Documents section to upload the appropriate files in the Budget and Scope of Work fields. Click Continue.

Tip
If your project is in the Afforadability Housing Sector, an additional affordability documentation must be uploaded.

Column

width	65%

Aura - Tab

title	Page 6

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Page 6

Info

Review the summary of your application, read the certification statement, and check off the Acknowledging Agreement box.

The customer's signature is required for the application. If the applicant is not the customer, it can be forwarded you can forward the DocuSign request via email to the customer for electronic signature.

The application You can also be printed print the application to acquire the customer signature , and to later upload a scan of the application with their signature for review. See the instructions below depending on your role:

Aura - Panel

tab

1

styles

{"body":{"text":{"color":"#002d72","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#f3f4f9"}},"headline":{"alignment":{"horizontal":"start"},"text":{"text":"Customer as the Applicant","color":"#002d72","textAlign":"left","fontWeight":"bold","fontSize":18}},"base":{"backgroundColor":{"color":"#ffffff"},"borderRadius":{"radius":4},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]}}}

Aura - Panel

tab

1

styles

{"body":{"text":{"color":"#002d72","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#f3f4f9"}},"headline":{"alignment":{"horizontal":"start"},"text":{"text":"FlexTech Consultant as the Applicant","color":"#002d72","textAlign":"left","fontWeight":"bold","fontSize":18}},"base":{"backgroundColor":{"color":"#ffffff"},"borderRadius":{"radius":4},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]}}}

Aura - Panel

tab

1

styles

{"body":{"text":{"color":"#002d72","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#f3f4f9"}},"headline":{"alignment":{"horizontal":"start"},"text":{"text":"Printing the Application for Signature","color":"#002d72","textAlign":"left","fontWeight":"bold","fontSize":18}},"base":{"backgroundColor":{"color":"#ffffff"},"borderRadius":{"radius":4},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]}}}

UI Steps

size	small

UI Step

Tip

Expand

title	If the Applicant is the Customer

Info
Click the button to electronically 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.

Expand

title	If 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. See the screenshot to see a sample of this email communication.

Expand

title	Screenshot

Once the Customer has electronically signed the application, all parties involved with the application will received email confirmation. See the screenshot to see a sample of this email communication.

Expand

title	Screenshot

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.

Expand

title	screenshot

Aura - Tab

title	Next Steps

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Next Steps

UI Expand

title	Submission Verification

UI Expand

title	Document 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.

Expand

title	Rejected 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.

HTML

<style type="text/css">  

#title-text { display: none;}
.panelContent {
display: none;
}
.aura-tab-content {
margin-top: 0px!important;
padding-top: 0px!important;
}
.panel, .alertPanel, .infoPanel {
margin-top: 0px!important;
}
.panelHeader {
font-size: 20px;
padding-top: 5px!important;
padding-bottom: 5px!important;
}  
</style>

Space shortcuts

Versions Compared

Old Version 29

New Version 30

Key