FlexTech: Application Intake
A NYSERDA Portal Account is required for the Application Intake 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 the
symbol 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 the
symbol 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 agreement in one sitting.
Navigate to the NYSERDA Salesforce Portal and login.
Once you are in the Salesforce Portal, click on the Submit a New Application tab on the home page.
From the Choose a Program page, click on the Technical Assistance-FlexTech tab.
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 a member of the FlexTech will help you acquire one.
Fill out the required fields under the Applicant Information section and click Continue.
Some information on this page will be pre-populated based on your registration.
The Consultant and Customer Information must contain at least two contacts (FlexTech Consultant and Customer) before you can proceed to the next page. To add a Customer and/or a FlexTech consultant, click on Add a Contact.
The Clone option means you have more than one of that role in the project. You will still need to enter the contact information for that role.
Select your Role and fill out all of the required fields, then click Save Changes.
Once all contact roles are added, click the Continue button to move to the next page.
If the Facility's Sector selected is: P-12 School, Industrial, College/University, or Healthcare, you will have additional required fields to complete on the page.
Fill out all the required Facility information and click Continue.
The Facility Information will populate automatically. If applicable, click on Add a Contact and enter any additional Facility Information.
If you do not yet have the information for the additional facilities, you can enter it after NYSERDA has approved your application.
Multifamily applicants are split between market rate and affordable housing. If affordable housing is selected as the sector, then the applicant will need to also upload affordability verification documentation.
Enter in the additional Facility Information in the modal window and click Save.
Once all Facility(s) are added, review the information in the table and, if correct, click Continue.
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, an additional affordability documentation must be uploaded.
The customer's signature is required for the application. If the applicant is not the customer, you can forward the DocuSign request via email to the customer for electronic signature.
You can also print the application to acquire the customer signature to later upload a scan of the application with their signature for review. See the instructions below depending on your role:
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. See the screenshot to see a sample of this email communication.
Once the Customer has electronically signed the application, all parties involved with the application will received email confirmation. See the screenshot to see a sample of this email communication.
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.