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Aura - Panel

tab	1
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body	<p><br /></p>

Placeholder for introduction to this page.

Aura - Tab Group

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tab

1

Aura - Tab

title	Introduction

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Application Introduction

Info
The content below provides guidance when beginning, and navigating through, the online application. Please review before accessing any of the Application Instruction tabs to the left.

Checking Your Application Progress:

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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title	screenshot

Application Field Tips and Information:

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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title	screenshot

Beginning the Application:

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 to begin the application process.

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title	screenshot

Aura - Tab

title	Application: Page 1

Panel

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bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
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title	Application Page 1: Company Information

Info
The first page of the application requires you to document your company information. All required fields on this page are denoted by a red asterisk *.

Section

Column

width	50%

stepssmall

UI Steps

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UI Step
Begin by entering in your company's name and address information.

ui-

size

step

Next, select the kind of business for the company. Options in the field drop-down are:

Corporation
Disregarded Entity
Federal, State, or Local Government
Individual / Sole Proprietor
Limited Lability Co.
Not For Profit
Partnership
Public Authority
Trust / Estates

UI Step
Then, specify if the company is New York State registered or New York City certified Minority, Women, or Service-Disabled Veteran owned business, if applicable.

UI Step
Input your company's Exempt Payee Code, if applicable.

UI Step

Lastly, check the appropriate Tax Identification Type for the company.

Employer Identification Number: If selecting this option, an additional field will become visible. Input the company's Employer Identification Number.

Social Security Number: 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 associated with this field.

UI Step
After completing all required and applicable fields on this page, click Continue to move onto the next page of the application. Click the next tab on this page to advance to the instructions for Application page 2: Contact Information.

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Aura - Tab

title	Application: Page 2

Aura - Tab

title	Application: Page 3

Aura - Tab

title	Application: Page 4

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title	Procedure 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

Section

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Field Name	Required	Description/Requirements
Legal Business Name	Yes
Business Name/ Disregarded Entity Name	No
Business Website	No
Street Address 1	Yes
Street Address 2	No
City	Yes
State/Province	Yes
Zip/Postal Code	Yes
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 applicable	No	Multi-selector list
Exempt Payee Code	No
Tax Identification Type	Yes	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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UI Step

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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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HTML

<style type="text/css">
.aura-tab-content {
margin-top: 0px!important;
padding-top: 0px!important;
}
.aura-panel {
margin-top: 0px!important;
margin-left: 0px!important;
margin-right: 0px!important;
}
.panel, .alertPanel, .infoPanel {
margin-top: 0px!important;
}
.panelHeader {
font-size: 20px;
padding-top: 5px!important;
padding-bottom: 5px!important;
}
.panelContent {
display: none;
}
</style>

HTML
<script type="text/javascript" > jQuery(document).ajaxComplete(function() { if(jQuery('.ia-fixed-sidebar.collapsed').length == 0 ) { jQuery('.expand-collapse-trigger').click(); }; }); </script>

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Versions Compared

Old Version 6

New Version 7

Key

Checking Your Application Progress:

Application Field Tips and Information:

Beginning the Application: