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Complete the School or Company Information section, being sure to populate all required fields (shown with a red asterisk * )

Complete the Contact Information section, being sure to populate all required fields (shown with a red asterisk * )

Click Create at the bottom of the registration form.

The email address you provide in the Contact Information section of the registration page will receive an email notification. Within the email notification, click the Hyperlink to finalize the registration process by choosing a password.

Once you complete the registration and set your password, you can log into the Salesforce Portal at any time using this link: Salesforce Portal.

On the Salesforce Portal home page, click Start a New Charging Incentive Application. 

Type in the School District in the Choose School District field and click Next.

If you are applying for chargers for buses that were purchased through NYSERDA's New York School Bus Incentive Program , choose the project under the Project section then click Next , otherwise follow the guidance in step 2 below.

If you are applying for chargers for buses that were NOT purchased through NYSERDA's New York School Bus Incentive Program , check off the box below then click Next.

Applicant Primary Contact

Fill in the information in all required fields. 

Addition Contact (Person at School)

If you are from a school, but a company representing a school (third-party), check off the box and fill in the information in all required fields.

Incentive Information

If you qualify for the Fleet Electrification Plan bonus, answer the following questions:

1. Is the Fleet Electrification Plan complete? 
   1. If not, Is the Fleet Electrification Plan through NYSERDA?
      1. If yes, please provide the Electrification Plan Contract #.
      2. If not, please email  schoolbus@nyserda.com to provide information and an expected date of completion for the electrification plan.

For applications with multiple locations, click the New button to add additional locations. 

Fill in the required fields then click Save.

Once all locations for where the buses will be charged are added, click Next.

The Potential Charging Incentive amount will be listed. If you know what charging equipment will be installed, click New and enter the information. 

Enter information in all fields then click Save. 

Once all Charger(s) are added, click Next. 

Upload all required documents listed by clicking on Upload Files. 

Click Done when the file finishes uploading.

Once all required documents are uploaded, click Next.

Review the Terms and Conditions then check off the Checkbox and click Submit Application.

Once the application is complete, click on Return to check current application status. 

You will receive the following email communication upon successful submission of your Project Application. Be on the lookout for future email communications regarding the status of your application and follow any of the instructions sets below to learn how to address any issues that may arise.

Dear Test,

Re: Application #

Thank you for submitting the initial information for your charging voucher application. You have 30 days to upload the charger information in your application or your application will be canceled, and the incentive funds will be returned to the funding pool.

To add your charger information, sign-into the portal and select the application #

Please contact NYSBIP@energycenter.org with any questions or concerns. 

To sign up for Electronic Transfer of Funds, visit: https://nyserda.seamlessdocs.com/f/EFTForm

Thank you. 

NY School Bus Incentive Program 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.

NYSERDA program staff will review all submitted documents to ensure they meet program requirements. Documents that do not meet program requirements will need to be re-submitted. Follow the guidance in the email notification you receive for rejected documents and use the instructions below to re-upload a required document once you have addressed the issues outlined in the email communication.

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

If you did not include the Charging Module Data during the initial application submission, once your application status is updated to Received, you will be able to return to the application and add the charging data. Follow the steps below for instructions on the process.

Follow the steps below for the Voucher Redemption process once you have received email notification of application approval.

You can expect the following communication via email once your application is approved:

NYSERDA program staff will review all submitted deliverables to ensure they meet program requirements. Deliverables that do not meet program requirements will need to be re-submitted. Follow the guidance in the email notification you receive for rejected deliverables and use the instructions below to re-upload a required deliverable once you have addressed the issues outlined in the email communication.

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