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Charge Ready User Guide

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Introduction Placeholder - will come from team.

The instructions below provide guidance for the Salesforce Partner Portal. You will need an active portal account to submit a Participant Agreement and a Project Application. To learn how to create a portal account, expand the link below. If you already have a portal account, you can log in using this link: Salesforce Portal. Once you have an active portal account, use the two tabs below to learn how to submit a Participation Agreement, which should be completed first, and a Project Application.

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title	Register for a Portal Account

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To register for a portal account, access this link: Portal Registration Link.

The Portal Registration website contains two messages at the top. The first provides some guidance on what company information should be entered into the Company Information section of the registration form. The second message provides a link to the Salesforce Portal login page should you lose it.

To register a new Salesforce Portal account, follow the instructions below.

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Complete the Company Information section, being sure to populate all required fields (shown with a red asterisk *)

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Please register with the main company information, not the sub-entity (LLCs, Inc, etc.) information.

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Complete the Contact Information section, being sure to populate all required fields (shown with a red asterisk *)

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Click Create at the bottom of the registration form.

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You'll receive an email notification to the address provided in in the Contact Information section of the registration page. Within the email notification, click the create a password link to finalize the registration process by choosing a password.

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Once your registration is complete and your password set, you can log into the Salesforce Portal at anytime using this link: Salesforce Portal.

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title	Step 1: Participant Agreement

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Completing your Participant Agreement is the first step you should take. While you can start a Project Application without a Participant Agreement, you cannot complete it until the Participant Agreement is completed and submitted. To complete and submit a Participant Agreement, follow the instructions below.

The Participant Agreement contains five (5) separate pages. All required fields must be completed on each page before moving to the next.

Fields with theImage Addedsymbol contain helpful field guidance and instructions that appear as tooltips when hovering your cursor over the symbol. The information in these tooltips is designed to help ensure that you are providing the correct information. Not all fields contain this symbol

To complete and submit a Participant Agreement, begin by logging log into the Salesforce Portal and follow the instructions below.

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Access the Participant Agreement form

The form is accessed from From the Salesforce Portal home page , click the by clicking the Participant Agreement box. A new tab will open in your browserNote that the status of your participant agreement is visible in bold at the bottom of this box and will initially show as Not Stated.

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Complete the Company Information page

This page asks you to provide information specific to your company. 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 this first page.

Fields marked with a red asterisk (*) are required and must be completed before you can move on to the next page. Once the page is complete, click the Continue button. Clicking continue will also save your progress if you are unable to complete the rest of the form in one sitting.

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Field Name	Field Notes	Required
Legal Business Name	An organization should enter the name shown on its charter, articles of incorporation, or other legal documents that created the organization. Do not abbreviate names.	Yes
Business Name/Disregarded Entity Name	If different from legal business name, enter the name you normally do business as (DBA) or another name your entity is known by.	No
Business Website	Enter your business website. Use full URL format, e.g.: https://www.example.com.	No
Street Address 1	Enter your company's primary mailing address.	Yes
Street Address 2	If Street Address 1 is a P.O. Box, enter the physical street address here.	No
City	Enter your company's primary mailing address city.	Yes
State Province	Select the state from the drop-down.	Yes
Zip/Postal Code	Enter the zip or postal code.	Yes
What kind of business do you have?	Select the entity type doing business with New York State.	Yes
MBE/WBE/SDVOBE Check Boxes	Select all applicable options that apply to your company.	No
Exempt Payee Code	If you are exempt from backup witholding and/or FATCA reporting, provide any EPC that may apply to you. For EPC and additional instructions, please refer to the instructions located on IRS form W-9, which can be found here http://www.irs.gov/forms-instructions	No
Tax Identification Type	First, select whether your company uses a EIN or SSN: EIN - an additional field will appear below to document your company's EIN. SSN - Do not submit the SSN on this form. Review the information in the box that appears for additional guidance.	Yes

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title	Step 2: Project Application

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Old Version 4

New Version 5

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