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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.

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1

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title	Portal Access

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title	Portal Access

UI Steps

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

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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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title	Page 1

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

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

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UI Steps

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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.

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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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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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title	Page 3

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Info

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

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

Multifamily applicants are split between market rate and affordable housing. If affordable housing is selected as the sector, then the applicant will need to also upload affordability verification documentation.

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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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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.

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

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title	Page 6

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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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title	Customer as the Applicant

UI Steps

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UI Step

Review the summary of your application, then at the bottom of the Certification page, click the Electronic Signature button.

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UI Step

The page will redirect for you to review and sign the document. Read the Electronic Record and Signature Discloser then click Continue.

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UI Step

After you review the document, click the Start button for the page to redirect you to sign.

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At the bottom of the page, click the Sign button.

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Review your signature then click the Adopt and Sign button.

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Click the Finish button to complete your Electronic Signature process. The page will redirect back to the Certification page.

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title	Consultant as the Applicant

UI Steps

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UI Step

Review the summary of your application, then at the bottom of the Certification page, click the Send for Electronic Signature button.

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The Customer should expect an email from Docusign to provide the signature, click Review Document.

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The Customers will have 30 days to provide signature. Please check spam folder for the email to Docusign.

The Consultant will receive an email confirming their signature once they have done so.

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UI Step

Once the Customer has electronically signed the application, all parties involved with the application will received email confirmation.

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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.

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Aura - Tab

title	Next Steps

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title	Submission Verification

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The instructions below guide you through the Submission Verification process. Once you submit the Project Application, you should expect the following communication via email:

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title	Application submission

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title	Document Rejection

Info

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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

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.

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The rejected document should now show a Submitted status.

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Old Version 44

New Version 45

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