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FlexTech: Application Intake

The FlexTech Program is 

Navigate to the Salesforce Portal website and login.


The NYSERDA portal homepage will display.


Click Submit a New Application.


Click Technical Assistance-FlexTech.

The steps below provides guidance on how to sign your application with an Electronic Signature.

Fill out all the required information and click Continue.


At the bottom of the Certification page, click on the Electronic Signature button. 

Add a Customer and FlexTech consultant and click Continue


Fill out all the required information and click Continue.

Upload any necessary documents. 


Additional Facility Information page should be visible. Review and click Continue.

Applicants for the Multi-Family.... 



Upload Documents in "Budget" and "Scope of Work". Click Continue.


On the Documents page, click on the Choose File button under the Required Documents section to upload the appropriate files to complete your application, then click Continue


Click Send for Electronic Signature.


Click Close.



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