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Aura - Panel
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Placeholder for introduction to this page.



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Aura - Tab
titleIntroduction


UI Steps
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Business Submitting Application

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titleProcedure 1

This step will link to/refer to the materials we will create for the Public Knowledge Base.

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Once the application is accessed, ensure Workforce Development is selected for the Program Family drop-down and click the Workforce Development and Training radio button. Then click Continue.

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UI Step

The application is comprised of four pages, or steps. Your progress throughout the application can be viewed in the upper right hand corner where progress is denoted with a black circle.

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UI Step

As you progress throughout the application, fields marked with a Question Mark within a circle contain tool-tips to help you understand the information required for those fields. Tool-tips within the field (such as with the Legal Business Name in the screenshot below) are activated when hovering your cursor over the field, whereas tool-tips next to the field name, such as in the Current Business Size field in the screenshot below) are active when the question mark is clicked.

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titleApplication: Page 1



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titleApplication: Page 2



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titleApplication: Page 3



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titleApplication: Page 4





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titleProcedure 1

This step will link to/refer to the materials we will create for the Public Knowledge Base.

UI Steps
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UI Step

Once the application is accessed, ensure Workforce Development is selected for the Program Family drop-down and click the Workforce Development and Training radio button. Then click Continue.

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Field NameRequiredDescription/Requirements
Legal Business NameYes
Business Name/ Disregarded Entity NameNo
Business WebsiteNo
Street Address 1Yes
Street Address 2No
CityYes
State/ProvinceYes
Zip/Postal CodeYes
What kind of business do you have?Yes

Multi-selector drop-down:

  • Corporation
  • Disregarded Entity
  • Federal, State, or Local Government
  • Individual / Sole Proprietor
  • Limited Lability Co.
  • Not For Profit
  • Partnership
  • Public Authority
  • Trust / Estates
Please select if applicableNoMulti-selector list
Exempt Payee CodeNo
Tax Identification TypeYes

Select either EIN (Employer Identification Number or SSN (Social Security Number)

EIN: If selecting this option, an additional field will become visible. Input the businesses Employer Identification Number

SSN: If selecting this option, a note will appear. Your Social Security Number cannot be input within the application. Instead, you should mail your W9 to NYSERDA at the address provided within the note.



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Enter in the details for each contact associated with this page of the process.

Primary Contact: Acts as the primary contact for any NYSERDA communications with the business.

Accounts Receivable Contact: Acts as the business reviewer and approved of any associated Invoices.

Authorized Signatory Contact: Acts as the authorized signer when signatures are required as part of the process.

Tip

The Primary Contact can also act as either/both the Accounts Receivable and Authorized Signatory Contact. If so, be sure to check the associated checkbox for each section. If the associated checkbox is checked, the contact information fields for each section will become hidden.



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