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FlexTech: Application IntakeSubmission

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Info

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A NYSERDA Portal Account is required for the Application Submission process, applicants can follow the instructions on FlexTech: Register for a Portal Account to register for a portal account.

The Application Intake process contains six (6) separate pages. Review the information in the blue box at the top of the page. It provides high-level guidance and requirements that may be necessary for you to complete each page.

Fields marked with a red asterisk ( * ) are required and must be completed before you can move on to the next page.
Fields with theImage Addedsymbol contain helpful field guidance and instructions that appear as tooltips when hovering your cursor over the symbol. The information in these tooltips ensures you provide the correct information. Not all fields contain this symbol.
Fields with theImage Addedsymbol is an expandable field.
Clicking Continue at the bottom of any page will save your progress (if all required fields have been completed) should you be unable to complete the application in one sitting.

If NYSERDA rejected any document you have submitted, you will receive an email telling you why it was not adequate. See the sample of what this communication may look like.

Select your project application in SalesForce, scroll down to Documents, and you will see a button to click for uploading the correct or revised document.

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title	Portal Access

The FlexTech Program is

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Navigate to the NYSERDA Salesforce Portal

website Click

and login.

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The NYSERDA portal homepage will display.

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Technical Assistance-

Once you are in the Salesforce Portal, click on the Submit a New Application tab.

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Click

From the Choose a Program page, click on FlexTech.

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A third-party technical assistance service provider is required for all projects. If you're a customer who does not have a service provider

Customers must have a Consultant for the project to be able to complete the application. If you do not

, please email FlexTech@nyserda.ny.gov

and you will gain assistance to find one.

for assistance.

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Add a Customer and a FlexTech consultant

Fill out the required fields under the Applicant Information section and click Continue.

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Some information on this page will be pre-populated based on your registration.

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The Consultant and Customer Information step must contain at least two contacts before you can proceed to the next step. There must be a FlexTech Consultant or Independent Service Provider contact, and a Customer contact listed below. Click on Add a Contact to include another contact.

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If you wish to add additional individuals from your company to view the project, enter those on Step 2. Please make sure the Role is consistent with your company’s role

Note that the option "Clone" means you have more than one of that role in the project. You will still need to enter the contact information for that information

.

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Fill

After clicking Add a Contact, select the Role and fill out all of the required fields, then click Save Changes.

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Once all contact roles are added, click the Continue button to move to the next page.

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the required Facility information and click Continue.

Tip
If the Facility Sector is If the Facility's Sector selected is: Multifamily, P-12 School, Industrial, College/University, or Healthcare, you will have additional required fields to complete on the page.

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Fill out all the required Project and Facility information and click Continue.

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The Facility Information will populate automatically. If applicable, click on Add a Facility and enter any additional facilities information.

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Additional facilities may also be added to your project record after NYSERDA has approved your application.

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Enter

any

the additional Facility Information

, if applicable. Review

in the modal window and click Save.

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Once all Facility(ies) are added, review the information in the table and, if correct, click Continue.

Tip
If you do not yet have the information for the additional facilities, you can enter it after NYSERDA has approved your application.

Tip
Applicants for the Multi-Family...

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On the Documents page, click on the Choose File button under the Required Documents section to upload the appropriate files in the Budget

and

and Scope of Work fields.

Click

Click Continue.

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If

your project is in the Afforadability Housing Sector, you also must upload affordability documentation.

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the sector selected in Step 3 is Multifamily Affordable Housing, Affordability documentation must also be uploaded. Please click the Blue ? Icon for acceptable forms of affordability documentation.

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File name or uploads can not exceed 40 characters.

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The Customer

Review the summary of your application, read the certification statement, and click the box acknowledging agreement.

Tip

The customer's signature is required for all applications. The Customer signature may be obtained either through DocuSign via the send for Electronic Signature button, or you may select the Print button to obtain an electronic version of the application for Customer signature and upload to the Signed Application section.

the application. If the applicant is not the customer, you can send it to the customer for electronic signature or you can print the application, acquire their signature, and upload a scan of the application with their signature for review. See the instructions below depending on your role:

Warning

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If you upload an old pdf application from a previous version of PON4192, the application will be rejected and you will be required to submit a new application.

ui-expand

title	If the Applicant is the Customer

Click the button to electonically sign the document. Be sure to review the attached documents, including the terms and conditions. You can click Print to access a PDF of these documents for your review. Upon signing, click Submit.

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title	If the Applicant is NOT the Customer

Click the button to send for signature. The docusign email will go to the Customer. You will receive an email confirming their signature once they have done so. They will have 30 days to sign. Please ask them to check their spam folder for the email to docusign.

Customer as the Applicant

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Review the summary of your application, then at the bottom of the Certification page, check the Checkbox and then click the Electronic Signature button.

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The page will redirect for you to DocuSign to review and sign the document. Read the Electronic Record and Signature Disclosure and check the Checkbox, then click Continue.

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After you review the document, click the Start button for the page to redirect you to sign.

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At the bottom of the page, click the Sign button.

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Review your signature then click the Adopt and Sign button.

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Click the Finish button to complete your Electronic Signature process. The page will redirect back to the Certification page.

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title	Consultant as the Applicant

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Review the summary of your application, then at the bottom of the Certification page, check the Checkbox and thenclick the Send for Electronic Signature button.

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Consultant should see a green bar once DocuSign is sent. The browser can be closed as this is the last screen that the Consultant will see if the DocuSign function is used.

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Consultant can check on the status of their project by going to the Projects tab in the portal.

The status will change from Unsubmitted to Submitted within 24 hours after the Customer signs the DocuSign agreement.

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The Customer should expect an email from DocuSign to provide the signature, click Review Document.

Tip

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The Customer will have 30 days to provide signature. Please check your spam folder for the email from DocuSign.

The Consultant will receive an email confirming the Customer's signature once they have done so.

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Once the Customer has electronically signed the application, all parties involved with the application will receive an email confirmation that the application has been submitted.

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If you have received the customer's signature on the printed application, scan it into your system, upload it to the application, and click Submit.

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title	Consultant Submit Printed Application

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At the bottom of the Certification page, click Print.

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A downloadable Application PDF will open on a new window. Click the Print icon.

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Once the application is signed, go back to the Certification page and click Choose File at the bottom to upload.

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Click Save.

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The window will refresh and a prompt at the top will state that you have successfully submitted your paper signature document.

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This does not mean the application is submitted.

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Scroll down to the bottom of the Certification page again. Check off the Terms and Conditions Box and click Submit.

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The window will refresh again and a prompt at the top will state that your application has been submitted successfully.

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title	Rejected Document Email

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title	Submission Verification

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Once you submit the Project Application, you should expect the following communication via email:

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title	Application Submission

Hello [User Name]

NYSERDA has received your FlexTech Project application for FT - 0000701224 - TestingCustomer423 - 17 Columbia Circle. The project status has been updated to Submitted.

Please note that this email does not commit NYSERDA to award a Purchase Order, or to pay any costs incurred.

If you have any questions, please email FlexTech@nyserda.ny.gov.

Thank you,

The FlexTech Team

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title	Document Rejection

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Once you submit the Project Application, NYSERDA staff will review and approve all required documents submitted. If any document(s) do not meet the requirements, the document(s) status will be set to Rejected and you are expected to upload a revised document(s).

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

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title	Document Rejection Email

Hello [User Name]

There is additional information needed to complete the review of your Technical Assistance application FT - 0000000000 - test - test Street.
Please provide the following in two weeks:

a) Document Name - Scope of Work
b) File Name - Test.docx
c) Notes - Wrong Project SOW
a) Document Name - Budget
b) File Name - Test.docs
c) Notes - Incomplete

UI Steps

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If you receive a Document Rejection Email, access your NYSERDA SalesForce Portal. Then, navigate to the Projects tab and select All Submitted Project under the dropdown list.

UI Step
Under the dropdown, locate your application and click on your Project Name Hyperlink.

UI Step
In the Project Details page, scroll down to locate the Application Document section. Then, look for any document with a Reject status.

UI Step

Click the Choose File button to upload and re-submit the document.

Warning

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File name or uploads can not exceed 40 characters.

UI Step
Once you add the new document, click the Save Document button.

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The rejected document should now show a Submitted status.

FlexTech Home Page

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