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FlexTech: Deliverables
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Info
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Once the scope of work has been approved, the Applicant will get an executed contract package of the final Scope of Work and Budget, and the project Purchase Order which indicates the cost share to be distributed to the Applicant.

UI Steps
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UI Step

Once the Scope of Work is approved and a Purchase Order has been issued, the project status will change to “Awarded”. The applicant can navigate to the NYSERDA Salesforce Portal and login to submit deliverables.

UI Step

In the portal homepage, click the Projects tab to navigate to the project record. 

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You may need to change the drop down (next to the airplane icon) to FlexTech – External in order to see all your FlexTech projects.

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UI Step

Click the Project Name of the Awarded project.

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UI Step

Within the Project Details page, scroll down and locate the Milestones and Deliverables section. 

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The project must be in the Awarded status to upload deliverables.

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UI Step

The only documents required for initial deliverable submission are the Report and Project Summary Sheet, unless other deliverables are included in the scope of work. Click on Choose File to upload a required document.

Follow the guidance below for uploading deliverables to the Deliverables Tab:

Report row – Only the draft/final report should be uploaded here.

Project Summary Sheet row – Only the Project Summary Sheet should be uploaded here.

Additional Documents row – Supporting documentation or additional reports should be uploaded here, if applicable.

Reviewer Comments row – Only upload the comments document with your responses here.

Interim Deliverables row – Only interim deliverables for RCx projects should be uploaded here.

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If only one of the required documents is uploaded, a red prompt will appear above stating which document is required to be uploaded.

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You will not utilize the Reviewer Comments field for the initial deliverable submission.

Once the correct files are submitted, DO NOT upload further documentation until the Project Manager approves/rejects the documents.

File name or uploads can not exceed 40 characters.

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UI Step

Once the required documents are added, click Submit in the lower left-hand corner. The project status will update to Deliverables Received.

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UI Step

Once all of the documents are approved, the Applicants will get a Final Report Approved email.

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This is the last step for Deliverables. If at least one document requires revisions and is rejected, follow the steps below.

UI Step

Documents that require revisions will have a rejected status. The Project Manager will upload a document to the Reviewer Comments field, which will outline the necessary edits to the document(s). The Project Manager will also send an email with the link to the project, and attachment of the Reviewer Comments so all parties can view.  After those comments are sent, the project status will be updated to Deliverable Comments Issued. Once you’ve uploaded the revised documents, the Project Manager will move the status back to Deliverables Received. The project status will toggle back and forth between these two statuses until all deliverables are approved. Then the status will move to Approved.

Follow the guidance in Step 5 for uploading deliverables.

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Once the Applicant receives the Reviewer Comments, they have 30 days to upload the revised document(s). The process repeats until all documents have been Approved by the Project Manager.


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