Important Notice

The content in this space is currently being migrated to the cloud. Any content edits must be made by a Knowledge Base admin until migration is complete.
To request content edits, please submit a request to the Strategic Operations Training Team and include the page URL and details on required edits.
A member of the Strategic Operations Training Team will reach out for clarity if needed.

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

FlexTech: Deliverables

Once the scope of work has been approved, the Applicant will get an executed contract package of the final Scope of Work and Budget, and the project Purchase Order which indicates the cost share to be distributed to the Applicant.

Once the Scope of Work is Approved, the applicant can navigate to the NYSERDA Salesforce Portal and login.

Navigate to the NYSERDA Salesforce Portal and login, and click on the Projects tab to navigate to the project record.


Click on the Project Name of the Approved project.


Within the Project Details page, scroll down and locate the Milestones and Deliverables section. 

The project must be in the Approved status to upload deliverables.


The only documents required for initial deliverable submission are the Report and Project Summary Sheet. Click on Choose File to upload a required document.

If only one of the required documents is uploaded, a red prompt will appear above stating which document is required to be uploaded.

You will not utilize the Reviewer Comments field for the initial deliverable submission.

Once the correct files are submitted, DO NOT upload further documentation until the Project Manager approves/rejects the documents.

 Once the required documents are added, click Submit in the lower left-hand corner.

Once all of the documents are approved, the Applicant and customer/consultant will get a Final Report Approved email.

This is the last step for Deliverables. If at least one document requires revisions and is rejected, follow the steps below.

Documents that require revisions will have a rejected status. The Project Manager will upload a document to the Reviewer Comments field, which will outline the necessary edits to the document(s). The Project Manager will also send an email with the link to the project, and attachment of the Reviewer Comments so all parties can view.


Once the Applicant receives the Reviewer Comments, they have 30 days to upload the revised document(s). The process repeats until all documents have been Approved by the Project Manager.


FlexTech Home Page


  • No labels