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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.  

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. See the instructions below depending on your role.

 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. 

 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. 



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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