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Aura - Title

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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.

Aura - Tab Group

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title	Portal Access

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title	Portal Access

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 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.

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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.

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UI Steps

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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.

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UI Step

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

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

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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.

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Fill out all the required Facility information and click Continue.

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UI Steps

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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...

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UI Step

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

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

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title	Page 5

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title	Introduction

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UI Steps

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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 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.

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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, you can forward the DocuSign request via email to the customer for electronic signature.

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

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Aura - Panel

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UI Steps

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UI Step

Tip

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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.

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title	Document Rejection

Info

The instructions below guide you through the Document Rejection process. Once you submit the Project Application, NYSERDA staff will review and approve all required documents submitted. If any document(s) do not meet the requirement, it will be set to Rejected status and you are expected to upload a new document.

You can expect the following communication via email if any document is rejected:

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title	Document Rejection Email

Dear Test,

Re: Application #

This is an urgent reminder. We sent you an email about a problem with the above-referenced application to the NY School Bus Incentive Program (NYSBIP) application on PROJECT NAME.

You must provide the requested information by RESPONSE DATE or your application will be canceled. Once canceled you may reapply any time before the vehicle is delivered. 

If you have any questions, please feel free to contact NYSBIP@energycenter.org.

Thank you,

TheNew York School Bus Incentive Program (NYSBIP) Team

866-595-7917

NYSBIP@energycenter.org

This electronic message may contain privileged or confidential information. If you are not the intended recipient of this e-mail, please delete it from your system and advise the sender.

UI Steps

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UI Step

If you receive a Document Rejection Email, access your NYSERDA SalesForce Portal. Then, navigate to the Projects tab and select All Waiting for Customer Response under the dropdown list.

UI Step

Under the new dropdown, locate your application and click on your Project Name Hyperlink.

UI Step

In the Project Details page, scroll down to locate the Document Information section. Then, look for any document with a Reject status.

UI Step

Click the Choose File button to re-submit the document.

UI Step

Once you add the new document, click the Save Document button.

UI Step

The rejected document should now show a Submitted status.

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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.

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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.

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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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Aura - Tab

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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.

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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.

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Old Version 30

New Version 31

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