The Solicitation Review Team includes Scoring Committee Members (Voting Members) and Non-Voting Members (e.g. program staff, contracts, legal staff, etc.).

The Solicitation Manager and all Scoring Committee Members – voting and nonvoting – must be members to view proposals.

Adding Review Team Members

To add a new Review Team Member, scroll to the corresponding header in the Solicitation and click "New Solicitation Review Team."

Adding Salesforce Users

Click the "Member" dropdown list (1) to select the user type ("User" for internal users or "Partner User" for external users). 

Click the “Look Up” button (2) to locate users in Salesforce. You will find both internal and external (NYSERDA Portal) users.

You can use the Look Up feature to determine if someone is already a NYSERDA Salesforce user.

Enter the complete or partial of the name of the user you wish to add. When you locate the user's information, click the user's name to enter it into the "Member" field.

Next. enter the following additional details:

  • Scoring Committee (checkbox): Check if the reviewer is a voting member
  • Active (checkbox): Checked by default - do not uncheck

  • Solicitation: Solicitation name (automatically populates)

Inviting New Salesforce Users

Internal Users

If you cannot locate a NYSERDA user (NYSERDA employees and other internal staff), contact your Salesforce Liaison. Your Liaison will create a Salesforce "Security" Issue in Jira to create user credentials for your reviewer. Be sure to include the following details:

  • Internal User's Full Name
  • Access Start and End Dates
  • License Type: User
  • Reason for Request: Solicitation or Scoring Committee

External Users

If you cannot locate your external user in Salesforce (and you have confirmed that this reviewer does not have a NYSERDA Salesforce Portal account), complete the "Invitation for New Portal User" section on the edit page. This will invite the reviewer to create an account.

Do not enter internal reviewers' names into the "Invitation for New Portal User" section.

Remember, only enter information if the external user does not have an account in the NYSERDA Salesforce Portal.

  • First Name
  • Last Name
  • Email: Enter the member's email address. Salesforce will send an email where invitees can register for a NYSERDA Portal account. Upon successful login, the system prompts new users to sign the Non-Disclosure Agreement (NDA).
  • NDA Signed Date: Do not enter anything in this field. The timestamp will auto-populate when the reviewer has completed this task.

When you save a reviewer (internal or external), Salesforce immediately sends an email notification to the reviewer.

When you have entered all required details, do one of the following:

  • If you entered all review team members, click "Save" to finish.
  • If you have additional members to add, click "Save & New" to add the next review team member.