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Appliance Upgrade Program: Contractor Application

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Info

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Introduction Placeholder

The Contractor Application process contains seven (7) separate steps. Review the information in the blue box at the top of the page. It provides high-level guidance and requirements that you may need to complete each step.

Fields marked with a red asterisk ( * ) are required and must be completed before you can move on to the next step.
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.
Clicking Continue at the bottom of any page will save your progress (if all required fields have been completed) if you cannot complete the application in one sitting or if you navigate to a previous page to edit.

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1

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title	Program Access

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Getting Started:

After completing and saving the second step of the application, you will receive an email with a link to your application. The application saves as you progress to each page. If you need to exit your application, you may return to it by using the link in the email.

What you'll need:

During the application, you'll be asked to provide the following: Certifications/Licenses (if applicable), Customer References, and a Management Plan.

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UI Steps

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UI Step
Contractor navigates to the Appliance Upgrade Program Contractor Application.

UI Step
Choose the Appliance Upgrade Program option from the dropdown.

UI Step

Select your program.

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If only one program option is shown below, click Continue.

UI Step
Click Continue.

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title	Step 1

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title	Company Information

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Select Yes or No depending on if your organization is in good standing in one of the previously identified contractor networks that either Joined that network in the last 3 years or had a project complete construction in any of the following programs in the last 3 years:

Multifamily Performance Program
Affordable Multifamily Energy Efficiency Program
Weatherization Assistance Program

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An organization is in Good Standing is not subject to any corrective action plans or other disciplinary procedures in that network.

UI Step
Fill out the required fields with a red asterisk ( * ).

UI Step
If any of the business type checkboxes are selected, additional required fields will display.

UI Step

Once all required fields are complete, click Continue.

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Do not submit a Social Security Number to NYSERDA on this form if Social Security Number is selected for the Tax Identification Type,

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title	Step 2

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title	Contact Information

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Once this step is completed, the contractor should expect the following email communication including the hyperlink to resume to your application.

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title	Appliance Upgrade Program – Application Number #00000 Incomplete

Dear [User Name]

Re: Application #00000

You recently started an application to become a NYSERDA Participating Consultant/Service Provider for the Appliance Upgrade Program but did not finalize and complete it. You may resume your application online, your reference # is 00000.

Please note that this email does not commit NYSERDA to approving you as an Appliance Upgrade Participating Consultant/Service Provider

Please contact products@nyserda.ny.gov if you have any questions.

Thank you,

NYSERDA

Do not reply to this email. This inbox is not monitored.

Please ensure the business information entered matches your W-9.

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UI Step

Fill out the Contact Information for the following:

Project manager
Accounts Receivable
Authorized Signatory

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User can click on the checkbox if Accounts Receivable Contact and/or Authorized Signatory Contact is the same as Project Manager Contact.

UI Step

Scroll down to Staffing Information section. Click the Add a Staff Member hyperlink to add a new staff. Fill in the required fields and select at least 1 Certification, Accreditation, or License and click Save Changes once complete.

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Contractor may only proceed if at least 1 staff member entered has at least 1 Certification selected.

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Click Continue.

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Aura - Tab

title	Step 3

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title	Qualifications

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Under Building Systems Select the systems that you service.

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Scroll down to Geographic Coverage section and click the Add a Region hyperlink to add a new region.

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Click Save Changes once the required fields are complete.

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Click Continue.

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title	Step 4

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title	References

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Provide two references for past project work.

If you selected Existing Qualified Contractor, you may click Continue at the bottom to skip this page.

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Fill out all required fields for the two Residential References.

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Click Continue.

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title	Step 5

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title	Certification

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Review all the required questions and select an answer for each.

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UI Step

Review the Terms and Conditions document by clicking on the hyperlink and Click the checkbox once the document is reviewed.

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The checkbox will only be clickable once the documents are downloaded and reviewed.

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UI Step

Then provide signature for the terms and conditions Electronically or Printing and signing by hand.

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title	Electronic Signature Instructions

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Click Click here to Provide Electronic Signature.

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Click the Checkbox after you review the Electronic Record and Signature Disclosure and click Continue.

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Click Sign to provide signature under the date.

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Click Finish.

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title	Hand Signed Signature Instructions

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Click Print to print the application from your browser and sign the document.

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Scan or take a photo of the signed application.

UI Step
Upload the signed application to the Paperwork Record (Step 7).

UI Step
Back on Step 5, scroll down and click Continue.

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title	Step 6

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Documents

To complete the application, upload the following required documents. If you have other documents to support your application, you can upload them in the Other Documents section. Note the limit for files in 25MB.

Supported File Types

Include: CSV, DOC, DOCX, gif, jpeg, jpg, PDF, png, PPS, PPSX, PPT, PPTX, TIF, TXT, XLS, XLSX, ZIP, xlsm, kml.

UI Steps

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UI Step

To complete the application, click Choose File to upload the following required documents:

Signed Application
Certificate of Insurance
Certifications / Licenses

Tip

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Under Required Documents you will only see Signed Application if you selected Appliance Installer for the Service Provider Category in Step 1.

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UI Step

Under Optional Documents click Add Another Document to Upload relevant documents such as:

Team Member Resume
Additional Team Member Resume
Supplemental Customer Reference Documents
Any Additional Relevant Documents

Tip

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Under Optional Documents the document names will be prefilled. You can edit the names to match the uploaded document.

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UI Step

Click Continue.

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Aura - Tab

title	Step 7

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title	Submission Confirmation

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UI Step

Once you have reviewed the application and ready to submit, click Submit.

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You can return to any step of the application to edit/review by clicking on the circle check mark icon (make this an image) at the top right.

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UI Step

Once you click Submit, the window will update with the Your application has been submitted successfully prompt.

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title	Next Steps

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title	Submission Verification

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Once you submit the Project Application, you should expect the following communication via email:

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title	NYSERDA Appliance Upgrade Program – 00000 - Recieved

Dear [User Name],

Re: Application #00000

Thank you for applying for [Legal Business Name] to participate in NYSERDA’s Appliance Upgrade Program. We have received your application and will review it within five business days. We will notify you by email when your application has been approved or if we require additional information.

Thank you,

The NYSERDA Appliance Upgrade Program Team
1-866-NYSERDA
IRARetail@nyserda.ny.gov

UI Expand

title	Document Rejection

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Once you submit the Project Application, NYSERDA staff will review and approve all required documents submitted. If any document(s) do not meet the requirements, the document(s) status will be set to Rejected and you are expected to upload a revised document(s).

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

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title	Document Rejection Email

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