Placeholder for introduction to this page.
The content below provides guidance when beginning, and navigating through, the online application. Please review before accessing any of the Application Instruction tabs to the left.
Checking Your Application Progress:
The application is comprised of four pages, or steps. Your progress throughout the application can be viewed in the upper right hand corner where progress is denoted with a black circle.
Application Field Tips and Information:
As you progress throughout the application, fields marked with a Question Mark within a circle contain tool-tips to help you understand the information required for those fields. Tool-tips within the field (such as with the Legal Business Name in the screenshot below) are activated when hovering your cursor over the field, whereas tool-tips next to the field name, such as in the Current Business Size field in the screenshot below) are active when the question mark is clicked.
Beginning the Application:
Once the application is accessed, ensure Workforce Development is selected for the Program Family drop-down and click the Workforce Development and Training radio button. Then click Continue to begin the application process.
The first page of the application requires you to document your company information. All required fields on this page are denoted by a red asterisk *.
Begin by entering in your company's name and address information.
Next, select the kind of business for the company. Options in the field drop-down are:
- Corporation
- Disregarded Entity
- Federal, State, or Local Government
- Individual / Sole Proprietor
- Limited Lability Co.
- Not For Profit
- Partnership
- Public Authority
- Trust / Estates
Then, specify if the company is New York State registered or New York City certified Minority, Women, or Service-Disabled Veteran owned business, if applicable.
Input your company's Exempt Payee Code, if applicable.
Lastly, check the appropriate Tax Identification Type for the company.
Employer Identification Number: If selecting this option, an additional field will become visible. Input the company's Employer Identification Number.
Social Security Number: If selecting this option, a note will appear. Your Social Security Number cannot be input within the application. Instead, you should mail your W9 to NYSERDA at the address provided within the note associated with this field.
After completing all required and applicable fields on this page, click Continue to move onto the next page of the application. Click the next tab on this page to advance to the instructions for Application page 2: Contact Information.
This step will link to/refer to the materials we will create for the Public Knowledge Base.
| Field Name | Required | Description/Requirements |
|---|---|---|
| Legal Business Name | Yes | |
| Business Name/ Disregarded Entity Name | No | |
| Business Website | No | |
| Street Address 1 | Yes | |
| Street Address 2 | No | |
| City | Yes | |
| State/Province | Yes | |
| Zip/Postal Code | Yes | |
| What kind of business do you have? | Yes | Multi-selector drop-down:
|
| Please select if applicable | No | Multi-selector list |
| Exempt Payee Code | No | |
| Tax Identification Type | Yes | Select either EIN (Employer Identification Number or SSN (Social Security Number) EIN: If selecting this option, an additional field will become visible. Input the businesses Employer Identification Number SSN: If selecting this option, a note will appear. Your Social Security Number cannot be input within the application. Instead, you should mail your W9 to NYSERDA at the address provided within the note. |
Enter in the details for each contact associated with this page of the process.
Primary Contact: Acts as the primary contact for any NYSERDA communications with the business.
Accounts Receivable Contact: Acts as the business reviewer and approved of any associated Invoices.
Authorized Signatory Contact: Acts as the authorized signer when signatures are required as part of the process.
The Primary Contact can also act as either/both the Accounts Receivable and Authorized Signatory Contact. If so, be sure to check the associated checkbox for each section. If the associated checkbox is checked, the contact information fields for each section will become hidden.
