School Bus Incentive Program
To complete and submit a Dealer Application, access the Dealer Application and follow the instructions below.
Be sure to complete all required tabs in full to prevent possible denial of the application. If your application is missing information, you will receive an email from NYSERDA asking for corrections.
The Dealer Application 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. - 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.
On the Company Information page, complete the required fields. Once you complete the page, click the Continue button.
You may enter your Employer Identification Number (EIN) or your Social Security Number (SSN). Please note that NYSERDA does not ask for SSN on this form.
You are required to download and review the NYSBIP Dealer Participation Agreement and the NYSBIP Implementation Manual.
Please DO NOT copy or share the URL shown in your browser for this page. It is unique to you.
On the Contact Information page, enter the Primary Contact Information, Accounts Receivable Contact, and Authorized Signatory Contact. Once complete, click the Continue button.
On the Eligible Vehicles page, select the Vehicle Manufacturer(s) from the drop-down menu then click the Continue button. Select all of the manufacturers you are applying to sell.
On the Certification page, fill in the required fields and click Electronic Signature to provide your signature, then click the Continue button. An Electronic Signature is the only way to submit a signature.
The steps below guide on how to sign your application with an Electronic Signature.
At the bottom of the Certification page, click the Electronic Signature button.
The page will redirect for you to review and sign the document. Check off the Box and click Continue.
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.
Click the Finish button to complete your Electronic Signature process. The page will redirect back to the Certification page.
On the Documents page, click on the Choose File button under the Required Documents section to upload the appropriate files to complete your application, then click Continue.
On the Submission Confirmation page, click Submit to complete your application.
Once you submit the application, you will receive a confirmation message. A NYSERDA representative will be in touch in the next 2-3 business days.
You will receive a confirmation email upon submission of the application. It may read similarly to this:
If approved, you will receive an approval email. It may read similarly to this:
Once the Dealer Application is approved, move on to Step 2: Register for Portal Account instructions.
To register a new Salesforce Portal account, follow the instructions below.
Complete the Company Information section, being sure to populate all required fields (shown with a red asterisk * )
Complete the Contact Information section, being sure to populate all required fields (shown with a red asterisk * )
Click Create at the bottom of the registration form.
The email address you provide in the Contact Information section of the registration page will receive an email notification. Within the email notification, click the create a password link to finalize the registration process by choosing a password.
Once you complete the registration and set your password, you can log into the Salesforce Portal at any time using this link: Salesforce Portal.
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 New York School Bus Incentive Program tab.
Follow the Step 3: Project Application instructions below to fill out the Project Application.
To complete and submit a Project Application, follow the instructions below.
You may cancel your application if you believe you cannot complete the project.
The Project Application contains eight (8) 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 thesymbol 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.
Fill out the required fields under the Vehicle Dealer Information section.
Under the School District Information section, click the School District dropdown list to select your school district.
Under the Is the district the purchaser of the eligible vehicles for this application? dropdown, select Yes or No.
Fill out the required fields under the Primary School District Contact section and click Continue.
Click the Add a Site hyperlink.
Fill in the required information under the Add New Project Site window and click Save.
Once you add the new Project Site, click Continue.
Use the Vehicle Make, Vehicle Type, and Vehicle Age dropdown lists as a filter. Then select a box under Adder options.
If Yes is selected for the Wheelchair Accessible Option field, you will see available models of school buses that can accommodate the wheelchair. See the screenshot below.
Under the Eligible Vehicles and Model years list options, select the Eligible Vehicle by clicking the box on the left. Then click Continue.
If the site address is a DAC (Disadvantaged Community), then the Priority District Bonus Applied field will change.
If the Priority District Bonus is not applied, the field will automatically change to No.
If the Priority District Bonus is applied, the field will automatically change to Yes + Bonus.
Fill out the required fields under the New Vehicle Information section. Once you have filled in the required fields, click Continue.
Review the Terms and Conditions and confirm the voucher application meets all the requirements.
You are required to download and review the NYSBIP Implementation Manual. Once ready, click the box agreeing to all nine (9) Terms and Conditions and click Continue.
Click the Choose File button under the Required Documents section to upload the appropriate files. Click Continue to complete your application.
Verify all information under the five (5) sections and click Continue:
- Project Roles
- Address
- Eligible Vehicles Details
- Transaction Details Information
- Incentive
A field with thesymbol is an expandable field.
Click Submit to complete your application. Then, follow the Submission Verification instructions below to verify the submission status.
Once you submit the Project Application, navigate to the Projects tab and select All Submitted Projects under the dropdown list.
Under the new dropdown, locate your application and confirm its Submitted status under the Status Column.
If you receive a Document Rejection Email, access your NYSERDA SalesForce Portal. Then, navigate to the Projects tab and select All Waiting for Customer Response under the dropdown list.
Under the new dropdown, locate your application and click on your Project Name Hyperlink.
In the Project Details page, scroll down to locate the Document Information section. Then, look for any document with a Reject status.
Click the Choose File button to re-submit the document.
Once you add the new document, click the Save Document button.
The rejected document should now show a Submitted status.
