FlexTech: Application Submission
A NYSERDA Portal Account is required for the Application Submission 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 application 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.
From the Choose a Program page, click on FlexTech.
Fill out the required fields under the Applicant Information section and click Continue.
The Consultant and Customer Information step must contain at least two contacts before you can proceed to the next step. There must be a FlexTech Consultant or Independent Service Provider contact, and a Customer contact listed below. Click on Add a Contact to include another contact.
After clicking Add a Contact, select the 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.
Fill out all the required Project and Facility information and click Continue.
The Facility Information will populate automatically. If applicable, click on Add a Facility and enter any additional facilities information.
Enter the additional Facility Information in the modal window and click Save.
Once all Facility(ies) 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.
Review the summary of your application, then at the bottom of the Certification page, check the Checkbox and then click the Electronic Signature button.
After you review the document, click the Start button for the page to redirect you to sign.
At the bottom of the page, click the Sign button.
Review your signature then click the Adopt and Sign button.
Review the summary of your application, then at the bottom of the Certification page, check the Checkbox and then click the Send for Electronic Signature button.
Consultant should see a green bar once DocuSign is sent. The browser can be closed as this is the last screen that the Consultant will see if the DocuSign function is used.
The Customer should expect an email from DocuSign to provide the signature, click Review Document.
Once the Customer has electronically signed the application, all parties involved with the application will receive an email confirmation that the application has been submitted.
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.
At the bottom of the Certification page, click Print.
A downloadable Application PDF will open on a new window. Click the Print icon.
Once the application is signed, go back to the Certification page and click Choose File at the bottom to upload.
Click Save.
The window will refresh and a prompt at the top will state that you have successfully submitted your paper signature document.
Scroll down to the bottom of the Certification page again. Check off the Terms and Conditions Box and click Submit.
