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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.

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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1

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title	Access Application

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The Access Application step requires you to navigate to the application and select your Program Family and program.

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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 Program Family drop-down.

UI Step
Select the appropriate program from the second drop-down. If only one program option is available, leave the drop-down with the default option.

UI Step
Click Continue to advance to the next step in the application. Access the Step 1 tab on this page to review the instructions for the next step.

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title	Step 1

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title	Company Information

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Step 1 of the application requests that you provide Company Information such as Service Provider Category, Legal Business name, and Tax Identification Type.

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UI Step

For the first field, per the guidance in the blue information box at the top of the page, select Yes if your organization meets the requirements outlined therein, otherwise select No.

Tip

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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
Complete all required fields marked with a red asterisk (*).

UI Step
Check the correct boxe(s) if your organization is MBE, WBE, and/or SDVOBE. If any of these boxes are checked, additional fields will appear below this field that may be required.

UI Step

Select Tax Identification Type.

Warning

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The employer completing this application must provide the Employer Identification Number (EIN) do . Do not provide NYSERDA your Social Security Number (SNN).

UI Step
Click Continue to advance to the next step in the application. Access the Step 2 tab on this page to review the instructions for the next step.

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title	Step 2

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title	Contact Information

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Complete the Contact Information section to add your organizations contacts to the application. Once the Contact Information section is complete, 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

Complete the contact information for the Project Manager, Accounts Receivable, and Authorized Signatory section.

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Clicking the checkboxes at the top of the Accounts Receivable and Authorized Signatory sections will copy the project manager contact information into those sections in the system. Only check one or both of those checkboxes if the project manager also serves as the Accounts Receivable and/or Authorized Signatory contacts.

UI Step

Before you can move onto the next step, at least one (1) staff member in your organization with at least one (1) Certification, Accreditation, or License must be added to the Staffing Information section.

Click Add a Staff Member and complete all required fields in the modal window that opens. Select at least one (1) of the certifications, accreditations, or licenses held by the staff member and click Save Changes.

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UI Step
Click Continue to advance to the next step in the application. Access the Step 3 tab on this page to review the instructions for the next step.

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title	Step 3

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title	Qualifications

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Step 3 of the application requests Qualification information regarding the systems your organization services and the geographical regions your organization supports.

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UI Step
Select the systems, grouped by category, that you service in the Building Systems section. Use the Other Systems field to document systems you service that are not currently listed in this section.

UI Step
Scroll down to the Geographic Coverage section and click the Add a Region hyperlink to add a new region. A modal window will open.

UI Step

On the modal window, complete all required fields for the new region then click Save Changes to add the region and return to the application.

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UI Step
Click Continue to advance to the next step in the application. Access the Step 4 tab on this page to review the instructions for the next step.

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title	Step 4

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title	References

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Step 4 requests two (2) 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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UI Step
Complete all required fields with a red asterisk ( * ) for the two Residential References.

UI Step
Click Continue to advance to the next step in the application. Access the Step 5 tab on this page to review the instructions for the next step.

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title	Step 5

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title	Certification

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Step 5 of the application asks you to respond to legal requirements, including Terms and Conditions, and requests a signature for the application.

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

UI Step

Click on the Terms and Conditions hyperlink to download and review the program Terms and Conditions. When you have completed your review, click the checkbox.

Tip

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

UI Step

Next, certify your agreement to the attestation in this step. Signatures can be provided either electronically or by printing the attestation and signing by hand. Follow the instructions below to provide your signature electronically using the method you prefer. If you decide to sign electronically, a Docusign modal window will appear. If you prefer to sign by hand, you must upload the sign attestation on the next step.

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title	Electronic Signature Instructions

Click Click here to Provide Electronic Signature.
Click Sign to provide signature under the date.
Click Sign to provide signature under the date.
Click Finish to complete the electronic signature process and return to the application. When signing electronically, you will not be required to upload a signed copy of the attestation on the next step of the application.

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title	Hand Signed Signature Instructions

UI Steps

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UI Step
Click Print next to the continue button to print the application from your browser and sign the document.

UI Step
Scan or take a photo of the signed application.

UI Step
Hang onto the signed attestation, you will be required to upload it during the next step (Step 6) of the application.

UI Step
Click Continue to advance to the next step in the application. Access the Step 6 tab on this page to review the instructions for the next step.

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title	Step 6

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Documents

You must upload the requested documents to satisfy application requirements outlined in the Required Documents section. You 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.

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UI Step

For each required document, click Choose File to locate the associated file on your computer or device to upload to the application. This include the following:

Signed Application
Certificate of Insurance
Certifications / Licenses

If you selected Appliance Installer for the Service Provider Category in step 1 you will only be required to submit the Signed Application. The Signed Application will only show as a required document if you chose to hand sign the attestation in Step 5 of the application.

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.

UI Step
Click Continue to advance to the next step in the application. Access the Step 7 tab on this page to review the instructions for the next step.

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title	Step 7

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title	Submission Confirmation

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Step 7 of the application asks you to review the application to make any necessary edits and submit the application for review.

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UI Step

Step 7 completes the application process. Applications must be submitted at this step.

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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.

UI Step
Once you click Submit, the window will update with the Your application has been submitted successfully prompt. Access the Next Steps tab on this page to review the instructions for the next step.

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Once submitted, the program team will review the application. You will receive a notification email confirming your application submission. If any documents you uploaded to the application do not meet program requirements, the program team will update the document status to Rejected. When a document is rejected, Salesforce will send a notification to the application requesting they re-upload a document that satisfies the application requirements.

Example email notification of application submission:

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

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