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FlexTech: Application Submission

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Info

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 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 thesymbol 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.

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1

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title	Portal Access

UI Steps

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UI Step
Navigate to the NYSERDA Salesforce Portal and login.

UI Step

Once you are in the Salesforce Portal, click on the Submit a New Application tab on the home page.

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UI Step

From the Choose a Program page, click on the Technical Assistance-FlexTech tab.

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A third-party technical assistance service provider is required for all projects. If you're a customer who does not have a service provider, please email FlexTech@nyserda.ny.gov for assistance.

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Fill out the required fields under the Applicant Information section and click Continue.

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Some information on this page will be pre-populated based on your registration.

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UI Steps

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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.

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UI Step

After clicking Add a Contact, select the Role and fill out all of the required fields, then click Save Changes.

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Once all contact roles are added, click the Continue button to move to the next page.

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Info

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If the Facility's Sector selected is: P-12 School, Industrial, College/University, or Healthcare, you will have additional required fields to complete on the page.

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Fill out all the required Project and Facility information and click Continue.

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The Facility Information will populate automatically. If applicable, click on Add a Facility and enter any additional facilities information.

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Additional facilities may also be added to your project record after NYSERDA has approved your application.

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UI Step

Enter in the additional Facility Information in the modal window and click Save.

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Once all Facility(s) are added, review the information in the table and, if correct, click Continue.

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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.

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If the sector selected in Step 3 is Multifamily Affordable Housing, Affordability documentation must also be uploaded. Please click the Blue ? Icon for acceptable forms of affordability documentation.

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The Customer's signature is required for all applications. The Customer signature may be obtained either through DocuSign via the send for Electronic Signature button, or you may select the Print button to obtain an electronic version of the application for Customer signature and upload to the Signed Application section.

You can also print the application to acquire the customer signature to later upload a scan of the application with their signature for review. See the instructions below depending on your role:

UI Expand

title	Customer as the Applicant

UI Steps

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UI Step

Review the summary of your application, then at the bottom of the Certification page, check the Checkbox and then click the Electronic Signature button.

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UI Step

The page will redirect for you to DocuSign to review and sign the document. Read the Electronic Record and Signature Disclosure and check the Checkbox, then click Continue.

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UI Step

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

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UI Step

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

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UI Step

Review your signature then click the Adopt and Sign button.

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UI Step

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

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title	Consultant as the Applicant

UI Steps

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UI Step

Review the summary of your application, then at the bottom of the Certification page, check the Checkbox and thenclick the Send for Electronic Signature button.

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UI Step

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.

Tip

Consultant can check on the status of their project by going to the Projects tab in the portal.

The status will change from Unsubmitted to Submitted within 24 hours after the Customer signs the DocuSign agreement.

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UI Step

The Customer should expect an email from Docusign to provide the signature, click Review Document.

Tip

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The Customer will have 30 days to provide signature. Please check spam folder for the email to Docusign.

The Consultant will receive an email confirming the Customer's signature once they have done so.

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UI Step

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.

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UI Step

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.

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UI Expand

title	Submission Verification

Info

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The instructions below guide you through the Submission Verification process. Once you submit the Project Application, you should expect the following communication via email:

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title	Application submission

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title	Document Rejection

Info

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The instructions below guide you through the Document Rejection process. Once you submit the Project Application, NYSERDA staff will review and approve all required documents submitted. If any document(s) do not meet the requirement, it will be set to Rejected status and you are expected to upload a new document.

You can expect the following communication via email if any document is rejected:

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title	Document Rejection Email

Hello [User Name]

There is additional information needed to complete the review of your Technical Assistance application FT - 0000000000 - test - test Street.
Please provide the following in two weeks:

a) Document Name - Scope of Work
b) File Name - Test.docx
c) Notes - Wrong Project SOW
a) Document Name - Budget
b) File Name - Test.docs
c) Notes - Incomplete

UI Steps

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UI Step
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.

UI Step
Under the new dropdown, locate your application and click on your Project Name Hyperlink.

UI Step
In the Project Details page, scroll down to locate the Document Information section. Then, look for any document with a Reject status.

UI Step
Click the Choose File button to re-submit the document.

UI Step
Once you add the new document, click the Save Document button.

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The rejected document should now show a Submitted status.

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