Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

aura-

pretty-title
color#002d72
textAlignleft
fontSize34
lineHeight34
cloudTextDemo Title
tagh1
fontWeightbold
School Bus: Charging Voucher

aura-divider
serializedStyles{"alignment":{"horizontal":"start"},"icon":{"name":"faPaperPlane","color":"#333","size":24},"text":{"color":"#333","fontSize":14,"textAlign":"left","fontWeight":"bold","text":"Aura Divider"},"border":{"top":false,"right":false,"bottom":true,"left":false,"color":"#002d72","style":"solid","width":2},"size":{}}
typeregular

Info
iconfalse

The New York School Bus Incentive Program (NYSBIP) is a program that grants vouchers to public school districts and third-party operators under contract with a public school district for electric school buses and charging infrastructure. The Charging Voucher enables districts to receive a reimbursement for installing chargers and associated charging infrastructure for their new electric school buses. Disadvantaged Communities will receive at least 35% and ideally 40% of program funding.

The Charging Voucher Application contains eight (8) separate steps. Review the information at the top of every step. It provides high-level guidance and requirements that may be necessary for you 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. 
  • Clicking Next at the bottom of any step will save your progress (if all required fields have been completed) should you be unable to complete the agreement in one sitting.

To complete and submit a New Application, log into the NYSBIP Charging Voucher Portal and follow the instructions below.

UI Expand
titleRegister for a Portal Account
Info
iconfalse

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

The Portal Registration website contains two (2) messages at the top. The first provides 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 NYSBIP Charging Voucher Portal login page should you lose it.

UI Steps
sizesmall
UI Step

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

Warning
iconfalse

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

Expand
titlescreenshot


UI Step

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

Expand
titlescreenshot


UI Step

Click Create at the bottom of the registration form.

UI Step

The email address you provide in the Contact Information section of the registration page will receive an email notification. Within the email notification, click the Hyperlink to finalize the registration process by choosing a password.

Expand
titlescreenshot

UI Step

Once you complete the registration and set your password, you can log into the NYSBIP Charging Voucher Portal at any time using this link: NYSBIP Charging Voucher Portal.



title
Section

Choose School

Panel
borderColor#002D72
bgColor#F3F4F9
titleColor#ffffff
borderWidth1
titleBGColor#002D72
borderStylenone
titleChoose School


UI Steps
sizesmall
UI Step

On the NYSBIP Charging Voucher Portal home page, click Start a New Charging Incentive Application or the Start a New

Aura - Tab Group
settings{"generalSettings":{"tabSpacing":0,"tabWidth":50,"tabHeight":40,"direction":"vertical"},"activeSettings":{"backgroundColor":{"color":"#002d72"},"text":{"fontSize":16,"color":"#ffffff","textAlign":"left","fontWeight":"normal"}},"inactiveSettings":{"backgroundColor":{"color":"#f4f5f7"},"text":{"fontSize":16,"color":"#5e6c84","textAlign":"left","fontWeight":"normal"}},"contentSettings":{"backgroundColor":{"color":"#fff"},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","is":"drop-shadow","x":0,"y":0,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":3,"blur":2,"spread":-2}]},"border":{"style":"solid","width":2,"top":false,"bottom":false,"left":true,"right":false,"color":"#002d72"},"padding":{"top":10,"right":10,"bottom":10,"left":10}},"hoverSettings":{"backgroundColor":{"color":"#0073a4"},"text":{"fontSize":16,"color":"#ffffff","textAlign":"left","fontWeight":"normal"}}}
tab1
Aura - Tab
titleChoose School
On the NYSBIP Charging Voucher Portal home page, click Start a New Charging Incentive Application or the Start a New

Application button at the top left. 

Panel
borderColor#002D72
bgColor#F3F4F9
titleColor#ffffff
borderWidth1
titleBGColor#002D72
borderStylenone
titleChoose School
UI Steps
sizesmall
UI Step
Expand
titlescreenshot

Image Modified

UI Step

Type in the School District in the Choose School District field and click Next.

Expand
titlescreenshot

 Image Modified

Aura - Tab


Section

Choose Project

Panel
borderColor#002D72
bgColor#F3F4F9
titleColor#ffffff
borderWidth1
titleBGColor#002D72
borderStylenone
titleChoose School Bus Project


title
UI Steps
sizesmall
UI Step

If you are applying for chargers for buses that were purchased through NYSERDA's New York School Bus Incentive Program, choose the project under the Project section then click Next, otherwise follow the guidance in step 2 below.

Tip
iconfalse

The project will only show up if the school bus district has previously applied for a NYSBIP School Bus Voucher.

UI Step

If you are applying for chargers for buses that were NOT purchased through NYSERDA's New York School Bus Incentive Program, check off the box below then click Next.

Expand
titlescreenshot

Image Modified

Aura - Tab


Section

Enter Data

Panel
borderColor#002D72
bgColor#F3F4F9
titleColor#ffffff
borderWidth1
titleBGColor#002D72
borderStylenone
titleEnter Project Data


Info
iconfalse

Depending on who is completing the application or qualification for the Fleet Electrification Plan bonus, additional information may be required. Once all required sections are complete, click Next

aura-tab
UI Steps
sizesmall
UI Step

Applicant Primary Contact

Fill in the information in all required fields. 

Expand
titlescreenshot

Image Modified

UI Step

Addition Contact (Person at School)

If you are not from a school, but a Third-Party Operator (company representing a school), check off the box and fill in the information in all required fields.

Expand
titlescreenshot

Image Modified

UI Step

Incentive Information

If you qualify for the Fleet Electrification Plan bonus, answer the following questions:

  1. Is the Fleet Electrification Plan complete? 
    1. If not, Is the Fleet Electrification Plan through NYSERDA?
      1. If yes, please provide the Electrification Plan Contract #.
      2. If not, please email  schoolbus@nyserda.com  to provide information and an expected date of completion for the electrification plan.
Tip
iconfalse

If your Fleet Electrification Plan is not complete, you will have 180 days from pre-approval to submit your completed Fleet Electrification Plan.


Verify Locations

Section
title
Panel
borderColor#002D72
bgColor#F3F4F9
titleColor#ffffff
borderWidth1
titleBGColor#002D72
borderStylenone
titleVerify Charger Locations


title
UI Steps
sizesmall
UI Step

For applications with multiple locations, click the New button to add additional locations. 

Expand
titlescreenshot

Image Modified

UI Step

Fill in the required fields then click Save.

Expand
titlescreenshot

Image Modified

UI Step

Once all locations for where the chargers, to charge the buses, will be installed, click Next.

Aura - Tab


Section

Charger Info

Panel
borderColor#002D72
bgColor#F3F4F9
titleColor#ffffff
borderWidth1
titleBGColor#002D72
borderStylenone
titleCharger Information


Info
iconfalse

If you do not yet know the details of the charging equipment that will be installed, you can skip the instructions in this Charging Information tab and proceed directly to the next tab: Upload Documents. Once you know the charging equipment details, you can return to this application and enter in the related details at a later date.

Charging equipment details must be submitted within 60 days of pre-approval if you are not completing a Fleet Electrification Plan, and 180 days if you are completing a Fleet Electrification Plan.

title
UI Steps
sizesmall
UI Step

If you know what charging equipment will be installed, click New and enter the information. 

Expand
titlescreenshot

Image Modified 

UI Step

Enter information in all fields then click Save

Tip
iconfalse

Total Number of Ports on Charger must be either 1 or 2 (Single or Dual-port charger).

Expand
titlescreenshot

 Image Modified

UI Step

Once all Charger(s) are added, click Next

Expand
titlescreenshot

 Image Modified

Aura - Tab


Section

Upload Documents

Panel
borderColor#002D72
bgColor#F3F4F9
titleColor#ffffff
borderWidth1
titleBGColor#002D72
borderStylenone
titleUpload Documents


Info
iconfalse

The information below provides guidance on when specific documents are required to be uploaded as part of the application.

Charging Voucher Purchaser Participation Agreement

Upload is required for all applications.

Electrification Plan

Upload is required when the user marks that they will be submitting an Electrification Plan and that it is complete.
Electric School Bus Grant Award LetterUpload is required when the user marks that they are receiving external grants from the EPA, etc.
School Bus Purchase OrderUpload is required immediately when the user marks that there is no NYSBIP School Bus application that the Charging application will be associated with. (Otherwise uploaded later on)
Third Party AgreementUpload is required when the user marks that they are a Third Party Operator representing a school district.
title
UI Steps
sizesmall
UI Step

Upload all required documents listed by clicking on Upload Files

Expand
titlescreenshot

Image Modified

UI Step

Click Done when the file finishes uploading.

Expand
titlescreenshot

Image Modified

UI Step

Once all required documents are uploaded, click Next.

Expand
titlescreenshot

Image Modified

Aura - Tab


Section

Submit Application


Panel
borderColor#002D72
bgColor#F3F4F9
titleColor#ffffff
borderWidth1
titleBGColor#002D72
borderStylenone
titleTerms and Conditions and Submit Application


title
UI Steps
sizesmall
UI Step

Review the Terms and Conditions then check off the Checkbox and click Submit Application.

Expand
titlescreenshot

Image Modified

Aura - Tab



Section

Thank you

Panel
borderColor#002D72
bgColor#F3F4F9
titleColor#ffffff
borderWidth1
titleBGColor#002D72
borderStylenone
titleThank you


title
UI Steps
sizesmall
UI Step

Once the application is complete, click on Return to check current application status. 

Expand
titlescreenshot

Image Modified

Aura - Tab



Section

Next Steps

Panel
borderColor#002D72
bgColor#F3F4F9
titleColor#ffffff
borderWidth1
titleBGColor#002D72
borderStylenone
titleNext Steps


UI Expand
titleSubmission Verification
Info
iconfalse

You will receive the following email communication upon successful submission of your Project Application. Be on the lookout for future email communications regarding the status of your application and follow any of the instructions sets below to learn how to address any issues that may arise.

Dear Test,

Re: Application #

Thank you for submitting the initial information for your charging voucher application. You have 60 days to upload the charger information in your application or your application will be canceled, and the incentive funds will be returned to the funding pool.

To add your charger information, sign-into the portal and select the application #

Please contact NYSBIP@energycenter.org with any questions or concerns. 

To sign up for Electronic Transfer of Funds, visit: https://nyserda.seamlessdocs.com/f/EFTForm

Thank you. 

NY School Bus Incentive Program Team
866-595-7917 
NYSBIP@energycenter.org 

This electronic message may contain privileged or confidential information. If you are not the intended recipient of this e-mail, please delete it from your system and advise the sender.


UI Expand
titleDocument Rejection
Info
iconfalse

NYSERDA program staff will review all submitted documents to ensure they meet program requirements. Documents that do not meet program requirements will need to be re-submitted. Follow the guidance in the email notification you receive for rejected documents and use the instructions below to re-upload a required document once you have addressed the issues outlined in the email communication.

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

Expand
titleDocument Rejection Email

Dear Test,

Re: Application #

Thank you for submitting a charging voucher application through the NY School Bus Incentive Program (NYSBIP).  

The supporting documents contain the following issue(s): 

1  a) Document Name - test
    b) File Name - test
    c) Notes - test

You must provide the required information within 15 calendar days of this notice or your application will be rejected. Upload the revised documents directly to the project record by logging into the user portal: portal link

If you have any questions, please email NYSBIP@energycenter.org.

Thank you,

The NY School Bus Incentive Program (NYSBIP) Team 
866-595-7917 
NYSBIP@energycenter.org 

This electronic message may contain privileged or confidential information. If you are not the intended recipient of this e-mail, please delete it from your system and advise the sender. 

UI Steps
sizesmall
UI Step

If you receive a Document Rejection Email, click on the Hyperlink in the email to resubmit your document.

UI Step

Click on Upload New File to upload then click Next.

Expand
titlescreenshot

 Image Modified

UI Step

Once the document is uploaded successfully, a thank you message will display. Close the window and wait for the application approval email.

Expand
titlescreenshot

 Image Modified



UI Expand
titleApplication Received
Info
iconfalse

If you did not include the Charging Module Data during the initial application submission or you did not submit the completed Fleet Electrification Plan (if applicable), once your application status is updated to Received, you will be able to return to the application and add the charging data or Fleet Electrification Plan. Follow the steps below for instructions on the process.

UI Steps
sizesmall
UI Step

Back on the Salesforce Portal home page, click on Enter Charging Module Date.

Expand
titlescreenshot

 Image Modified

UI Step

Click on the button then click on New under the New Charger section.

Expand
titlescreenshot

 Image Modified

UI Step

Enter the information for the charger then click Save.

Expand
titlescreenshot

 Image Modified

UI Step

Once all of the chargers are added, click Next.

Expand
titlescreenshot

Image Modified

UI Step

Once the charger information is added successfully, a thank you message will display. Close the window and wait for a communication from a NYSERDA Project Manager.

Expand
titlescreenshot

Image Modified

UI Expand
titleApplication Approval/Voucher Redemption
Info
iconfalse

Follow the steps below for the Voucher Redemption process once you have received email notification of application approval.

You can expect the following communication via email once your application is approved:

Expand
titleApplication Approval Email

Dear Test,

Re: Application #

Congratulations! The charging voucher for the above referenced NYSERDA NY School Bus Incentive Program application has been approved.

260000 has been reserved for fifteen months. You must submit the required delivery information and documents before  or your application will be canceled, and the incentive funds will be returned to the funding pool. Prior to the 15 month deadline, you can apply for up to a six-month extension which will be approved or denied solely at NYSERDA’s discretion. No payments will be made until NYSERDA has received and approved all documents required in the Program Implementation Manual.

Remember, you MUST notify and collaborate with NYSERDA before issuing any press releases or conducting any media outreach regarding this charging infrastructure.

If you have any questions, please email NYSBIP@energycenter.org.

Thank you,

The NY School Bus Incentive Program (NYSBIP) Team
866-595-7917
NYSBIP@energycenter.org

This electronic message may contain privileged or confidential information. If you are not the intended recipient of this e-mail, please delete it from your system and advise the sender

UI Steps
sizesmall
UI Step

Once you have received email notification of application approval, re-access the NYSBIP Charging Voucher Portal and click on the Redeem Voucher option on the home page.

Expand
titlescreenshot

Image Modified

UI Step

On the new window, click on the Down Arrow button then click Edit.

Warning
iconfalse

The charger information is required for each red-bordered module in the list. 

Expand
titlescreenshot

Image Modified

UI Step

Fill in each required fields then click Save.

Expand
titlescreenshot

Image Modified

UI Step

Once all charger information is added, click Next.

Expand
titlescreenshot

Image Modified

UI Step

Upload a file for every project deliverable listed by clicking on Upload File.

Expand
titleproject deliverable list
  • Charging Infrastructure Installer Certification
  • Charger Cut Sheet(s)
  • Site Host Agreement
  • Copy of Permit
  • Itemized Invoice for Charging Infrastructure
  • Final Purchase Order
  • Installed Site Photo
  • Serial Number Photo
  • Final School Bus Purchase Order - with delivery date confirmation
UI Step

On the pop-up window, click on Upload Files to add your document then click on Upload File once document is uploaded successfully. 

Expand
titlescreenshot

Image Modified

UI Step

Once all required documents are uploaded, click Next.

UI Step

Click Submit if the window shows a green check mark. 

Expand
titlescreenshot

Image Modified

UI Step

Once the requested deliverables are uploaded successfully, a thank you message will display. Close the window and wait for the status update. 

Expand
titlescreenshot

Image Modified


UI Expand
titleResubmit Deliverable Document(s)
Info
iconfalse

NYSERDA program staff will review all submitted deliverables to ensure they meet program requirements. Deliverables that do not meet program requirements will need to be re-submitted. Follow the guidance in the email notification you receive for rejected deliverables and use the instructions below to re-upload a required deliverable once you have addressed the issues outlined in the email communication.

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

Expand
titleDeliverable Resubmission Email

Dear test,

Re: Application #

Thank you for submitting an application to NYSERDA’s School Bus Charger program. While reviewing your application we noticed the following issues and/or require additional information:

- Item 1
- Item 2

Please open this link to access the project deliverable resubmission page and provide the requested information within ten business days or the application may be rejected: portal link

Please contact NYTVIP@energycenter.org with any questions or concerns. 

Thank you.

NY School Bus Incentive Program Team
866-595-7917 
NYTVIP@energycenter.org 

This electronic message may contain privileged or confidential information. If you are not the intended recipient of this e-mail, please delete it from your system and advise the sender.

UI Steps
sizesmall
UI Step

If you receive a Deliverable Resubmission Email, click on the Hyperlink in the email to resubmit your document.

UI Step

Locate the deliverable with Rejected status and click on Upload File to re-upload. 

Expand
titlescreenshot

Image Modified

UI Step
Click Upload Files and locate your new document. 
Expand
titlescreenshot

 Image Modified

UI Step

 Click Done when upload is complete.

Expand
titlescreenshot

Image Modified

Once the document is uploaded successfully, a thank you message will display. Close the window and wait for the application approval email

.

UI Step

Click Upload File again to complete the step

.
Expand
titlescreenshot

Image Removed

UI Step

The re-uploaded document will show under the Submitted status, click Next.

Expand
titlescreenshot

Image Removed

UI Step
Expand
titlescreenshot

Image Removed

HTML

Image Added

UI Step

The re-uploaded document will show under the Submitted status, click Next.

Expand
titlescreenshot

Image Added

UI Step

Once the document is uploaded successfully, a thank you message will display. Close the window and wait for the application approval email.

Expand
titlescreenshot

Image Added

<style type="text/css"> #title-text { display: none;} .panelContent { display: none; } .aura-tab-content { margin-top: 0px!important; padding-top: 0px!important; } .panel, .alertPanel, .infoPanel { margin-top: 0px!important; } .panelHeader { font-size: 20px; padding-top: 5px!important; padding-bottom: 5px!important; } </style>