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Aura - Panel

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Placeholder for introduction to this page.

Aura - Tab Group

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tab

1

Aura - Tab

title	Application: IntroIntroduction

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title	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. Additionally, these can be used to navigate to completed pages. To navigate this way, click the circle representing the required page.

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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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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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Navigating the Application:

Every page contains both a Previous and Continue button.

The Previous button enables to applicant to return to previous pages should it be necessary to update information on pages that have already been completed.
The Continue button allows applicants to navigate to next page, or step, of the application. Applicants cannot advance to the next page if any required fields on the page have not been completed.

Aura - Tab

title	Application: Page 1

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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 *.

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UI Steps

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

UI 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

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title	Application Page 2: Contact Information

Info
The second page establishes the Primary, Accounts Receivable, and Authorize Signatory contacts associated with the application. Should NYSERDA require additional information for the application, the Primary Contact will be leveraged. All required fields on this page are denoted by a red asterisk *.

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UI Step
Enter in contact information for the Primary Contact for the company. The Primary Contact will be the recipient of any future NYSERDA communications.

UI Step

Next, enter in the contact information for the company's Accounts Receivable Contact. This individual will receive all communications regarding invoicing and will be able to review and approval program invoices.

Tip
The Primary Contact can also act as the Accounts Receivable Contact. If this is the case, be sure to check the Accounts Receivable Contact is same as Primary Contact checkbox. This action will systematically assign the Primary Contact with the additional communications and systems access required to review and approve future invoices.

UI Step

Lastly, enter in the contact information for the company's Authorized Signatory Contact. This individual will be the company's approved signatory should approval or decisions requiring an authorize signatory be necessary.

Tip
The Primary Contact can also act as the Authorized Signatory Contact. If this is the case, be sure to check the Authorized Signatory Contact is same as Primary Contact checkbox. This action will systematically assign the Primary Contact with the additional communications and systems access required to provide authorized signatures.

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 3: Business Details.

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Aura - Tab

title	Application: Page 3

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title	Application Page 3: Business Details

Info
The third page establishes some basic demographics of the company that are required to review, process, and approve applications. All fields on this page are required.

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UI Step
Complete all fields on this page, leveraging the tool-tips, as described in the Introduction tab, to review additional field requirements or information if needed.

UI Step
Be as specific as possible for the first and last fields on this page as they relate specifically to eligibility requirements and will be reviewing by the NYSERDA Program Team prior to approving any applications. For the last field, NYSERDA will perform an internal review to cross-check programs your company is currently participating in at NYSERDA.

UI Step
After completing all 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 4: Application Review.

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Aura - Tab

title	Application: Page 4

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title	Application Page 4: Application Review

Info
The last page provides an opportunity for applications to review all submitted information before signing and submitting the application. All fields on this page are required.

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UI Step
Begin by viewing or downloading the two documents in the blue message box. Once reviewed, check the box attesting that you have read and understand the program requirements. You cannot submit your application until this has been completed.

UI Step
Then, answer the four required questions.

UI Step
Review the application information displayed on the page to ensure that all information is complete and accurate. Read the disclosure and check the box to attest that you agree to the terms and conditions.

UI Step

Next, sign the application. There are two ways to accomplish this:

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title	Electronic Signature

Click the Electronic Signature button. You will be directed to DocuSign to provide your electronic signature.
On the first DocuSign page, check the agreement box, then click Continue.

Tooltip
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The application will appear. Click Start.
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You'll be directed to the signature portion of the application. Click Sign.
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A modal window will appear requesting your signature preference. your Name and initials will pre-populate. Choose your signature option and click Adopt and Sign when ready.
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You'll return to the application in DocuSign where your signature will display in the signature field. Click Finish.
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You'll be returned to the Application Review page. A message stating Application is signed will be visible.
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title	Physical Signature

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HTML

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HTML
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Versions Compared

Old Version 9

New Version 10

Key

Checking Your Application Progress:

Application Field Tips and Information:

Beginning the Application:

Navigating the Application: