FlexTech: Application Intake
The FlexTech Program is
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Navigate to the Salesforce Portal website and login.
The NYSERDA portal homepage will display.
Click Submit a New Application.
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.
Add a Customer and a FlexTech consultant and click Continue.
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.
Fill out all the required Facility information and click Continue.
If the Facility Sector is P-12 School, Industrial, College/University, or Healthcare, you will have additional required fields to complete on the page.
Enter any additional Facility Information, if applicable. Review the information in the table and, if correct, click Continue.
If you do not yet have the information for the additional facilities, you can enter it after NYSERDA has approved your application.
Applicants for the Multi-Family....
On the Documents page, click on the Choose File button under the Required Documents section to upload the appropriate files in the Budget and Scope of Work fields. Click Continue.
If your project is in the Afforadability Housing Sector, you also must upload affordability documentation.
Review the summary of your application, read the certification statement, and click the box acknowledging agreement.
The customer's signature is required for 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.
Once you have entered the customer's signature, Click Submit.