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FlexTech: Milestones & Deliverables
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Info
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Once the scope of work negotiation has been completed and approved, the applicant will get an auto-notification that the project has been executed. The executed contract package will include the approved Scope of Work and Budget and indicate the cost share to be distributed to the applicant.

UI Steps
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UI Step

Once the Scope of Work is Approved, the applicant can navigate to the NYSERDA Salesforce Portal and login.

UI Step

Once you are in the Salesforce Portal, click on the Projects tab on the home page.

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UI Step

Select the Project Record with the Approved status.

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UI Step

Within the Project Details page, scroll down and locate/expand the Milestones and Deliverables section. 

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UI Step

There are four fields available for the applicant to submit documents. The only documents required at this point are the Report and Project Summary Sheet. 

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If only one required document is uploaded, a red prompt will show up above stating a document is required.

There is no file type requirement.

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Do not submit a Reviewer Comment.

Once the files are submitted, DO NOT upload anything again until the Project Manager approves the documents as the choose file buttons will not be disabled.

UI Step

Click on Choose File to upload a required document. 

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UI Step

 Once the documents are added, click Submit.

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The Submitted status would stay around at a minimum of 2 weeks until the review is complete.

UI Step

Once all the documents are approved, applicants will get an email notification. The email will state that the applicant can submit their final invoicing to this project. 

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If no required documents are rejected, this is the last step for Milestones & Deliverables. If at least one required document is rejected, follow the steps below. 

UI Step

If there are at least one rejected document, the project manager will then attach a Reviewer Comment document in the Project Detail with a rejected status. The Project Manager will also send an email with the status update, link to the project,  and an attachment of the Reviewer Comment. 

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UI Step

Once applicant review the Reviewer Comment, they have 30 days to upload the revised document. 

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Applicants get as many rounds as needed for the project to be approved.


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