Page History

aura-

pretty-title

color	#002d72
textAlign	left
fontSize	34
lineHeight	34
cloudText	Demo Title
tag	h1
fontWeight	bold

School Bus Incentive Program

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":{}}
type	regular

Info

icon	false

The School Bus Incentive Program is a program that grants vouchers to school districts. These vouchers enable districts to purchase at least three electric school buses. The program also provides help with purchasing/installing chargers and supportive infrastructure for buses purchased via the vouchers. Disadvantaged Communities will receive at least 35% and ideally 40% of program funding.

The instructions below guide you through the processes of applying for incentives in the Salesforce Partner Portal. You will need an active portal account to submit a Participant Agreement and a Project Application. To learn how to create a portal account, expand the link below. If you already have a portal account, you can log in using this link: Salesforce Portal. Once you have an active portal account, use the two tabs below to learn first how to submit a Participation Agreement, followed by a Project Application.

You must first complete the Dealer Application before moving on to the Project Application.

Aura - Panel

tab	1
styles	{"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#ffffff"}},"headline":{"alignment":{"horizontal":"start"},"text":{"text":"Step 1: Dealer Application","color":"#002d72","textAlign":"left","fontWeight":"bold","fontSize":26}},"base":{"border":{"bottom":false,"left":true,"right":false,"top":false,"color":"#002d72","width":4,"style":"solid"},"backgroundColor":{"color":"#ffffff"},"borderRadius":{"radius":4},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]}}}
body	<p><br /></p>

To complete and submit a Dealer Application, access the Dealer Application and follow the instructions below.

Be sure to complete all required tabs in full to prevent possible denial of the application. If your application is missing information, you will receive an email from NYSERDA asking for corrections.

UI Expand

title	Learn More

Info

icon	false

The Dealer Application 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.
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 agreement in one sitting.

UI Steps

size	small

UI Step

On the Company Information page, complete the required fields. Once you complete the page, click the Continue button.

You may enter your Employer Identification Number (EIN) or your Social Security Number (SSN). Please note that NYSERDA does not ask for SSN on this form.

Expand

title	screenshot

UI Step

You are required to download and review the NYSBIP Dealer Participation Agreement and the NYSBIP Implementation Manual.

Please DO NOT copy or share the URL shown in your browser for this page. It is unique to you.

Expand

title	screenshot

UI Step

On the Contact Information page, enter the Primary Contact Information, Accounts Receivable Contact, and Authorized Signatory Contact. Once complete, click the Continue button.

Tip

icon	false

If the Primary Contact is also the Accounts Receivable and Authorized Signatory Contact, check the associated box to indicate that all three are the same individual.

Expand

title	screenshot

UI Step

On the Eligible Vehicles page, select the Vehicle Manufacturer(s) from the drop-down menu then click the Continue button. Select all of the manufacturers you are applying to sell.

Expand

title	screenshot

UI Step

On the Certification page, fill in the required fields and click Electronic Signature to provide your signature, then click the Continue button. An Electronic Signature is the only way to submit a signature.

Warning

icon	false

Check the boxes to indicate that you have downloaded and reviewed the NYSBIP Dealer Participation Agreement and the NYSBIP Implementation Manual.

Expand

title	screenshot

Expand

title	Electronic Signature Instructions

Info

icon	false

The steps below guide on how to sign your application with an Electronic Signature.

UI Steps

size	small

UI Step

At the bottom of the Certification page, click the Electronic Signature button.

Expand

title	screenshot

UI Step

The page will redirect for you to review and sign the document. Check off the Box and click Continue.

Tip

icon	false

You can also click on the Other Actions menu to sign later or get other supports.

Expand

title	screenshot

UI Step

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

Expand

title	screenshot

UI Step

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

Expand

title	screenshot

UI Step

Review your signature then click the Adopt and Sign button.

Expand

title	screenshot

UI Step

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

Expand

title	screenshot

UI Step

On the Documents page, click on the Choose File button under the Required Documents section to upload the appropriate files to complete your application, then click Continue.

Tip

icon	false

The Other Documents section allows applicants to upload supporting documents.

Expand

title	screenshot

UI Step

On the Submission Confirmation page, click Submit to complete your application.

Expand

title	screenshot

UI Step

Once you submit the application, you will receive a confirmation message. A NYSERDA representative will be in touch in the next 2-3 business days.

Expand

title	screenshot

UI Step

You will receive a confirmation email upon submission of the application. It may read similarly to this:

Expand

title	Confirmation Email

Info

icon	false

Dear Test,

Re: Application #81378

Thank you for applying for Test Business to participate in NYSERDA’s School Bus Incentive Program (NYSBIP). 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. Be sure to add NYSBIP@energycenter.org to your safe senders list to ensure you receive important emails regarding the New York School Bus Incentive Program. If you have any questions, please feel free to contact NYSBIP@energycenter.org.

Thank you,

The NYSERDA 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 Step

If approved, you will receive an approval email. It may read similarly to this:

Expand

title	Approval Email

Info

icon	false

Dear Test,

Re: Application #81378

Congratulations! NYSERDA has approved Test Business to submit incentive rebate applications through the NYSERDA School Bus Incentive Program (NYSBIP). You will receive an email within 24 hours with instructions for logging into the program’s Salesforce web portal. Be sure to add NYSBIP@energycenter.org to your safe senders list to ensure you receive important program emails. If you have any questions, please feel free to contact NYSBIP@energycenter.org.

Thank you,

The NYSERDA 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 Step

Once the Dealer Application is approved, move on to Step 2: Register for Portal Account instructions.

Tip

icon	false

If NYSERDA declines your application, they will tell you their reasons and provide a timeframe for you to re-submit with the requested information.

Aura - Panel

tab	1
styles	{"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#ffffff"}},"headline":{"alignment":{"horizontal":"start"},"text":{"text":"Step 2: Register for Portal Account","color":"#002d72","textAlign":"left","fontWeight":"bold","fontSize":26}},"base":{"border":{"bottom":false,"left":true,"right":false,"top":false,"color":"#002d72","width":4,"style":"solid"},"backgroundColor":{"color":"#ffffff"},"borderRadius":{"radius":4},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]}}}
body	<p><br /></p>

To register a new Salesforce Portal account, follow the instructions below.

UI Expand

title	Learn More

Info

icon	false

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 Salesforce Portal login page should you lose it.

UI Steps

size	small

UI Step

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

Warning

icon	false

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

Expand

title	screenshot

UI Step

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

Expand

title	screenshot

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 create a password link to finalize the registration process by choosing a password.

Expand

title	screenshot

UI Step
Once you complete the registration and set your password, you can log into the Salesforce Portal at any time using this link: Salesforce Portal.

UI Step

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

Expand

title	screenshot

UI Step

From the Choose a Program page, click on the New York School Bus Incentive Program tab.

Expand

title	screenshot

UI Step
Follow the Step 3: Project Application instructions below to fill out the Project Application.

Aura - Panel

tab	1
styles	{"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#ffffff"}},"headline":{"alignment":{"horizontal":"start"},"text":{"text":"Step 3: Project Application","color":"#002d72","textAlign":"left","fontWeight":"bold","fontSize":26}},"base":{"border":{"bottom":false,"left":true,"right":false,"top":false,"color":"#002d72","width":4,"style":"solid"},"backgroundColor":{"color":"#ffffff"},"borderRadius":{"radius":4},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]}}}
body	<p><br /></p>

To complete and submit a Project Application, follow the instructions below.

You may cancel your application if you believe you cannot complete the project.

UI Expand

title	Learn More

Info

icon	false

The Project Application contains eight (8) 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 agreement in one sitting.

Section

Page 1

Panel

Aura - Tab Group

settings

{"generalSettings":{"tabSpacing":0,"tabWidth":30,"tabHeight":45,"direction":"vertical"},"activeSettings":{"backgroundColor":{"color":"#002d72"},"text":{"fontSize":18,"color":"#ffffff","textAlign":"left","fontWeight":"normal"}},"inactiveSettings":{"backgroundColor":{"color":"#f4f5f7"},"text":{"fontSize":18,"color":"#5e6c84","textAlign":"left","fontWeight":"normal"}},"contentSettings":{"backgroundColor":{"color":"#fff"},"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":18,"color":"#ffffff","textAlign":"left","fontWeight":"normal"}}}

tab

1

Aura - Tab

title	Page 1

Panel

borderColor

#002D72

bgColor

#F3F4F9

titleColor

#ffffff

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff

borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Page 1: Project Contacts

aura-tab

UI Steps

size	small

UI Step

Fill out the required fields under the Vehicle Dealer Information section.

Tip

icon	false

Some fields will be automatically populated.

Expand

title	screenshot

Image Modified

UI Step

Under the School District Information section, click the School District dropdown list to select your school district.

Expand

title	screenshot

Image Modified

UI Step

Under the Is the district the purchaser of the eligible vehicles for this application? dropdown, select Yes or No.

Tip

icon	false

If you select No, you will be required to fill out an additional section of Vehicle Purchaser Information.

Expand

title	screenshot

Image Modified

UI Step

Fill out the required fields under the Primary School District Contact section and click Continue.

Tip

icon	false

You are allowed to add a Secondary School District Contact.

Expand

title	screenshot

Image Modified

Page 2

Section
	title

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Page 2: School Bus Domicile Address

aura-tab

UI Steps

size	small

UI Step

Click the Add a Site hyperlink.

Expand

title	screenshot

Image Modified

UI Step

Fill in the required information under the Add New Project Site window and click Save.

Expand

title	screenshot

Image Modified

UI Step

Once you add the new Project Site, click Continue.

Tip

icon	false

You may add more than one site.

Expand

title	screenshot

Image Modified

Page 3

Section
	title

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Page 3: Eligible Vehicles

title

UI Steps

size	small

UI Step

Use the Vehicle Make, Vehicle Type, and Vehicle Age dropdown lists as a filter. Then select a box under Adder options.

Tip

icon	false

This is an optional step.

Expand

title	screenshot

Image Modified

UI Step

If Yes is selected forthe Wheelchair Accessible Option field, you will see available models of school buses that can accommodate the wheelchair. See the screenshot below.

Expand

title	screenshot

Image Modified

UI Step

Under the Eligible Vehicles and Model years list options, select the Eligible Vehicle by clicking the box on the left. Then click Continue.

Expand

title	screenshot

Image Modified

Aura - Tab

Section

Page 4

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Page 4: Transaction Details

UI Steps

size	small

UI Step

If the site address is a DAC (Disadvantaged Community), then the Priority District Bonus Applied field will change.

Ifthe Priority District Bonus is not applied, the field will automatically change to No.
If the Priority District Bonus is applied, thefield will automatically change to Yes + Bonus.

Tip

icon	false

If both the Priority District Bonus and the Electric School Bus is Wheelchair Accessible, both fields will automatically change to Yes and both Bonuses will be applied.

NTA base amount = $114,000.00 + Wheelchair bonus for NTA = $8,000 + Priority District Bonus = $28,500 =$150,500
NTC base amount = $147,000.00 + Wheelchair bonus for NTC = $8,000 + Priority District Bonus = $36,750 = $191,750
NTD base amount = $156,000.00 + Wheelchair bonus for NTC = $8,000+ Priority District Bonus = $39,000 = $230,000
RTA base amount = $105,000.00 + Priority District Bonus = $21,000 = $126,000
RTC base amount = $135,000.00 + Priority District Bonus = $27,000 = $162,000

UI Step

Fill out the required fields under the New Vehicle Information section. Once you have filled in the required fields, click Continue.

Warning

icon	false

If you select Yes under the Scrappage Opt-in dropdown, a subform of Existing/Scrappage Vehicle Information will appear requesting additional information.

Expand

title	screenshot

Image Removed

Aura - Tab

title

Section

Page 5

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Page 5: Terms and Conditions

aura-tab

UI Steps

size	small

UI Step
Review the Terms and Conditions and confirm the voucher application meets all the requirements.

UI Step

You are required to download and review the NYSBIP Implementation Manual. Once ready, click the box agreeing to all nine (9) Terms and Conditions and click Continue.

Expand

title	screenshot

Image Modified

Page 6

Section
	title

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Page 6: Project Documents

aura-tabtitle

UI Steps

size	small

UI Step

Click the Choose File button under the Required Documents section to upload the appropriate files. Click Continue to complete your application.

Tip

icon	false

The Other Documents section allows applicants to upload supporting documents.

Expand

title	screenshot

Image Modified

Section

Page 7

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Page 7: Application Review

aura-tab

UI Steps

size	small

UI Step

Verify all information under the five (5) sections and click Continue:

Project Roles
Address
Eligible Vehicles Details
Transaction Details Information
Incentive

Tip

icon	false

A field with theImage Modifiedsymbol is an expandable field.

Expand

title	screenshot

Image Modified

Page 8

Section
	title

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Page 8: Authorized Signature and Certification

Next Steps

UI Steps

size	small

UI Step

Click Submit to complete your application. Then, follow the Submission Verification instructions below to verify the submission status.

Expand

title	screenshot

Image Modified

Aura - Tab

title

Section

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Next Steps

UI Expand

title	Submission Verification

Info

icon	false

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

Expand

title	Application Submission

Dear Test,

Re: Application #

Thank you for submitting an application through the NY School Bus Incentive Program (NYSBIP). We have received your application and supporting documents.

Your application will be reviewed for completeness and accuracy within the next 15 business days. We will notify you by email when your application has been approved or if we require additional information.

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,

New York 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 Steps

size	small

UI Step

Once you submit the Project Application, navigate to the Projects tab and select All Submitted Projects under the dropdown list.

Expand

title	screenshot

Image Modified

UI Step

Under the new dropdown, locate your application and confirm its Submitted status under the Status Column.

Expand

title	screenshot

Image Modified

UI Expand

title	Document Rejection

Info

icon	false

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:

Expand

title	Document Rejection Email

Dear Test,

Re: Application #

This is an urgent reminder. We sent you an email about a problem with the above-referenced application to the NY School Bus Incentive Program (NYSBIP) application on PROJECT NAME.

You must provide the requested information by RESPONSE DATE or your application will be canceled. Once canceled you may reapply any time before the vehicle is delivered. 

If you have any questions, please feel free to contact NYSBIP@energycenter.org.

Thank you,

TheNew York 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

size	small

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.

Expand

title	screenshot

Image Modified

UI Step

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

Expand

title	screenshot

Image Modified

UI Step

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

Expand

title	screenshot

Image Modified

UI Step

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

Expand

title	screenshot

Image Modified

UI Step

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

Expand

title	screenshot

Image Modified

UI Step

The rejected document should now show a Submitted status.

Expand

title	screenshot

Image Modified

UI Expand

title	Application Approval

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

Info

icon	false

Congratulations! The voucher for the above-referenced NYSERDA NY School Bus Incentive Program application, transaction number XXXXX has been approved.

[PROJECT TRANSACTION NUMBER] has been reserved for fifteen months. You must submit the required delivery information and documents before XX-XX-XXXX or your application will be canceled, and the incentive funds will be returned to the funding pool. Prior to the one-year 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 vehicle purchase.

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

Thank you,

The New York 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

title	Application Rejection

If your application is rejected, you may re-submit based on the recommendations you receive in an email like this:

Info

icon	false

Dear Test,

Re: Application #

Thank you for your application to NYSERDA’s NY School Bus Incentive Program (NYSBIP).

Unfortunately, the above-referenced application has been rejected for the following reason(s):  xxx xxx If you have any questions about your application, please feel free to contact NYSBIP@energycenter.org.

Thank you for your

interest,The New York

application to NYSERDA’s 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.

Warning

icon	false

NYSERDA will cancel your application if you do not re-submit in the allotted timeframe.

HTML

(NYSBIP).

Unfortunately, the above-referenced application has been rejected for the following reason(s): 

xxx

If you have any questions about your application, please feel free to contact NYSBIP@energycenter.org.

Thank you for your interest,

The New York 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.

Warning

icon	false

NYSERDA will cancel your application if you do not re-submit in the allotted timeframe.

Space shortcuts

Versions Compared

Old Version 1

New Version Current

Key