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Charge Ready User Guide

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Info

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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	Electronic Signature

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The steps below provides guidance on how to sign your application with Electronic Signature.

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At the bottom of the Certification page, click on the Electronic Signature button.

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The page will redirect for you to review and sign the document. Check off the Box and click Continue.

Tip
You can also click on the Other Actions menu to finish signing later or get other supports.

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After you review the document, click on the Start button for the page to redirect you to sign.

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At the bottom of the page, click on the Sign button.

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Review your signature then, click the Adopt and Sign button.

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Click on the Finish button to complete your Electronic Signature process. The page will redirect back to the Certification page.

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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.

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

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 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, log into the Salesforce Portal and follow the instructions below.

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Access the Participant Agreement form

The form is accessed from the Salesforce Portal home page by clicking the Participant Agreement box. Note 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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title	Additional Page Guidance

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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Complete the Contact 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 second 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.

Check off the boxes under the Accounts Receivable Contact or Authorized Signatory Contact sections if the Contact is same as Primary Contact Information.

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title	Additional Page Guidance

Field Name	Field Notes	Required
Primary Contact Information	The contact information for the person who makes legal and business decisions in the organization. This person will be contacted with questions regarding contractor information on file.	Yes
Accounts Receivable Contact	The contact information for a representative in accounts receivable who handles payments and company finances.	Yes
Authorized Signatory Contact	The contact information for a party with the ability view, collaborate on, and sign contract documents.	Yes

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Complete the Certification page

This page asks you to review the Charge Ready NY Program Implementation Manual (PDF) and the Charge Ready NY Equipment Owner Agreement (PDF). 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 third page.

Fields with questions must be answered before you can sign the document with an Electronic Signature (Follow the Electronic Signature instruction under the introduction for more guidance). Once the document is signed, the Continue button will appear, 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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Documents Page

This page allows you to review your submitted application document and its status. 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 forth page.

Click continue to move forward with the process.

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Submission Confirmation Page

This page asks you to click the Submit button to complete this application.

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title	Step 2: Project Application

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Completing your Project Application is the second 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.

The Project Application contains nine (9) 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 Project Application, log into the Salesforce Portal and follow the instructions below.

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Access the Project Application form

The form is accessed from the Salesforce Portal Submit a New Application tab by clicking the Charge Ready NY box.

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Project Info page

This page asks you to provide information on the role that is applying for this project. 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 second page.

Select the appropriate option under the Who is applying section. Once the option is selected, click the Save button to continue.

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Project Contacts page

This page asks you to add all contact roles for this project. 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 second page.

Click on the Add a Contact link to add any contact roles missing. Note that the Site Owner, Installer, Payee, and Equipment Owner contact roles are required before moving on to the next step. Once the contact roles are added, 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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Site Information page

This page asks you to add a new site this project. 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 second page.

Click on the Add a Site link to add an eligible site. Once the site is added, 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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Old Version 7

New Version 8

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