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Charge Ready User Guide

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Info

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The Charge Ready NY 2.0 Program (Program) is is an incentive program designed to accelerate the deployment of Level 2 electric vehicle charging equipment in New York State. By increasing the use of electric vehicles and electric vehicle charging stations, this program benefits New York State by reducing harmful emissions and the transportation sector’s dependence on petroleum. The New York State Energy Research and Development Authority (NYSERDA) developed the Program to provide incentives that reduce the cost of purchasing and installing eligible Level 2 charging equipment for use in New York State.

The instructions below provide guidance for the applicants, when going through the guide you through the processes of applying for incentives before and after chargers are installed 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 how to submit a Participation Agreement, which should be completed first, and a Project Application.

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title	Register for a Portal Account

Info

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

The Portal Registration website contains two messages at the top. The first provides some 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.

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

UI Steps

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UI Step

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

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

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UI Step

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

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UI Step
Click Create at the bottom of the registration form.

UI Step

You'll receive an email notification to the address provided in in the Contact Information section of the registration page. Within the email notification, click the create a password link to finalize the registration process by choosing a password.

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

UI Expand

title	Related Training Materials

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Info
To watch the below video in full-screen mode, click the Image Added icon in the bottom right of the video. Hitting esc on your keyboard will exit full screen mode.

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To open the presentation, click the item below and scroll up/down to review the presentation.

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Aura - Tab

title	Step 1: Participant Agreement

Info

Completing your Participant Agreement is the first step. While you can start a Project Application without a Participant Agreement, you cannot complete it until the Participant Agreement is completed and submitted.

The Participant Agreement contains five (5) 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 theImage Addedsymbol contain helpful field guidance and instructions that appear as tooltips when hovering your cursor over the symbol. The information in these tooltips is designed to help ensure that you are providing 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.

To complete and submit a Participant Agreement, log into the Salesforce Portal and follow the instructions below.

UI Steps

size	small

UI Step

Access the Participant Agreement form

The form is accessed from the Salesforce Portal home page by clicking the Participant Agreement box. Note that the status of your participant agreement is visible in bold at the bottom of this box and will initially show as Not Started.

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UI Step

Complete the Company Information page

This page asks you to provide information specific to your company. Once the page is complete, click the Continue button.

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title	Additional Page Guidance

Field Name	Field Notes	Required
Legal Business Name	An organization should enter the name shown on its charter, articles of incorporation, or other legal documents that created the organization. Do not abbreviate names.	Yes
Business Name/Disregarded Entity Name	If different from legal business name, enter the name you normally do business as (DBA) or another name your entity is known by.	No
Business Website	Enter your business website. Use full URL format, e.g.: https://www.example.com.	No
Street Address 1	Enter your company's primary mailing address.	Yes
Street Address 2	If Street Address 1 is a P.O. Box, enter the physical street address here.	No
City	Enter your company's primary mailing address city.	Yes
State Province	Select the state from the drop-down.	Yes
Zip/Postal Code	Enter the zip or postal code.	Yes
What kind of business do you have?	Select the entity type doing business with New York State.	Yes
MBE/WBE/SDVOBE Check Boxes	Select all applicable options that apply to your company.	No
Exempt Payee Code	If you are exempt from backup withholding and/or FATCA reporting, provide any EPC that may apply to you. For EPC and additional instructions, please refer to the instructions located on IRS form W-9, which can be found here http://www.irs.gov/forms-instructions	No
Tax Identification Type	First, select whether your company uses a EIN or SSN: EIN - an additional field will appear below to document your company's EIN. SSN - Do not submit the SSN on this form. Review the information in the box that appears for additional guidance.	Yes

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UI Step

Complete the Contact Information page

This page asks you to provide information specific to your company. Once the page is complete, click the Continue button.

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title	Additional Page Guidance

Field Name

Field Notes

Required

Primary Contact Information

The contact information for the person who makes legal and business decisions in the organization. This person will be contacted with questions regarding contractor information on file.

Yes

Accounts Receivable Contact

Checking the box at the top of this section will identify the Primary Contact and the Accounts Receivable Contact as the same person.

The contact information for a representative in accounts receivable who handles payments and company finances.

Yes

Authorized Signatory Contact

Checking the box at the top of this section will identify the Primary Contact and the Authorized Signatory Contact as the same person.

The contact information for a party with the ability view, collaborate on, and sign contract documents

Aura - Tab

title	Step 1: Participant Agreement

Info

Completing your Participant Agreement is the first step you should take. While you can start a Project Application without a Participant Agreement, you cannot complete it until the Participant Agreement is completed and submitted.

The Participant Agreement contains five (5) 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 theImage Removedsymbol contain helpful field guidance and instructions that appear as tooltips when hovering your cursor over the symbol. The information in these tooltips is designed to help ensure that you are providing 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.

To complete and submit a Participant Agreement, log into the Salesforce Portal and follow the instructions below.

UI Steps

size	small

Access the Participant Agreement form

The form is accessed from the Salesforce Portal home page by clicking the Participant Agreement box. Note that the status of your participant agreement is visible in bold at the bottom of this box and will initially show as Not Stated.

UI Step

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title	screenshot

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UI Step

Complete the Company Information page

This page asks you to provide information specific to your company. Once the page is complete, click the Continue button.

First, select whether your company uses a EIN or SSN:

EIN - an additional field will appear below to document your company's EIN.

SSN - Do not submit the SSN on this form. Review the information in the box that appears for additional guidance

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title	Additional Page Guidance

Field Name

Field Notes

Required

Legal Business Name

An organization should enter the name shown on its charter, articles of incorporation, or other legal documents that created the organization. Do not abbreviate names.

Yes

Business Name/Disregarded Entity Name

If different from legal business name, enter the name you normally do business as (DBA) or another name your entity is known by.

No

Business Website

Enter your business website. Use full URL format, e.g.: https://www.example.com.

No

Street Address 1

Enter your company's primary mailing address.

Yes

Street Address 2

If Street Address 1 is a P.O. Box, enter the physical street address here.

No

City

Enter your company's primary mailing address city.

Yes

State Province

Select the state from the drop-down.

Yes

Zip/Postal Code

Enter the zip or postal code.

Yes

What kind of business do you have?

Select the entity type doing business with New York State.

Yes

MBE/WBE/SDVOBE Check Boxes

Select all applicable options that apply to your company.

No

Exempt Payee Code

If you are exempt from backup withholding and/or FATCA reporting, provide any EPC that may apply to you. For EPC and additional instructions, please refer to the instructions located on IRS form W-9, which can be found here http://www.irs.gov/forms-instructions

No

Tax Identification Type

.

Yes

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UI Step

Complete the Contact Information Certification page

This page asks you to provide information specific to your company. Once the page is complete, click the Continue button.review the Charge Ready NY Program Implementation Manual (PDF) and the Charge Ready NY Equipment Owner Agreement (PDF).

You must answer the questions on this page before you can sign the document with an Electronic Signature. Follow the Electronic Signature instruction below for more guidance. Once you have signed the document, the Continue button will appear for you to click.

Yes

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title	Electronic Signature Instructions

Info

The steps below guides you on how to sign your application with Electronic Signature.

UI Steps

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

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title	Additional Page Guidance

Field Name

Field Notes

Required

Primary Contact Information

The contact information for the person who makes legal and business decisions in the organization. This person will be contacted with questions regarding contractor information on file.

Yes

Accounts Receivable Contact

Checking the box at the top of this section will identify the Primary Contact and the Accounts Receivable Contact as the same person.

The contact information for a representative in accounts receivable who handles payments and company finances.

Yes

Authorized Signatory Contact

Checking the box at the top of this section will identify the Primary Contact and the Authorized Signatory Contact as the same person.

The contact information for a party with the ability view, collaborate on, and sign contract documents.

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title	screenshot

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UI Step

Complete the Certification page

This page asks

The page will redirect for you to review

the Charge Ready NY Program Implementation Manual (PDF) and the Charge Ready NY Equipment Owner Agreement (PDF).Questions on this page must be answered before you can sign the document with an Electronic Signature. Follow the Electronic Signature instruction below for more guidance). Once the document is signed, the Continue button will appear, click the Continue

The steps below provides guidance on how to sign your application with Electronic Signature.

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

and sign the document. Check the Box and click Continue.

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

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UI Step

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

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UI Step

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

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Review your signature then click the Adopt and Sign button.

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Electronic Signature Instructions

Info

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

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You can also click on the Other Actions menu to finish signing later or get other supports

your submitted application and its status.

Click Continue to move forward with the process.

UI Step

Documents Page

This page allows

The page will redirect for

you to review

and sign the document. Check off the Box and click Continue.

Tip

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UI Step

Submission Confirmation Page

This page requests you click the Submit button to complete this application.

Warning

Your application is not fully submitted until you click the Submit button and receive the green notification box confirming that your application has been successfully submitted

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

.

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

UI Step

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UI Step

Review your signature then, click the Adopt and Sign button.

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UI Step

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

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UI Step

Documents Page

This page allows you to review your submitted application and its status.

Click Continue to move forward with the process.

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UI Step

Submission Confirmation Page

This page asks you to click the Submit button to complete this application.

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Electronic Funds Transfer

If the Participant Agreement is approved, the applicant has the option to register for Electronic Funds Transfer.

Warning
The Authorized Signatory Contact (as listed on the Participant Agreement) should be the person filling out the form. A phone number should be included as NYSERDA will contact the applicant to fully verify their information.

Electronic Funds Transfer

If the Participant Agreement is approved, the applicant has the option to register for Electronic Funds Transfer.

Warning
The Authorized Signatory Contact (as listed on the Participant Agreement) should be the person filling out the form. A phone number should be included because NYSERDA will contact the applicant to fully verify their information.

Aura - Tab

title	Step 2: Project Application

Info

Completing your Project Application is the second step. While you can start a Project Application without a Participant Agreement, you cannot complete it until the Participant Agreement is completed and submitted.

The Project Application contains nine (9) 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 theImage Addedsymbol contain helpful field guidance and instructions that appear as tooltips when hovering your cursor over the symbol. The information in these tooltips is designed to help ensure that you are providing 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.

To complete and submit a Project Application, log into the Salesforce Portal and follow the instructions below.

UI Steps

size	small

UI Step

Access the Project Application form

Access the form via the Submit a New Application tab in the Salesforce Portal and click the Charge Ready NY box.

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UI Step

Project Info page

Select the appropriate option under the Who is applying section. Once the option is selected, click the Save button to continue.

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title	Role Definition

Equipment Owner is the entity that purchases the Charging Equipment. The Equipment Owner may be the recipient of the incentive payment and is responsible for providing charging data to NYSERDA for a period of five years.

Installer is the entity that installs the Charging Equipment. The Installer may or may not be the same as the Equipment Owner.

Site Owner is the owner of the site at which the Charging Equipment is installed. The Site Owner may or may not be the same as the Equipment Owner.

Payee is the entity that will be receiving the incentive payment. The Payee may or may not be the same as the Equipment Owner

Aura - Tab

title	Step 2: Project Application

Info

Completing your Project Application is the second step you should take. While you can start a Project Application without a Participant Agreement, you cannot complete it until the Participant Agreement is completed and submitted.

The Project Application contains nine (9) 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 theImage Removedsymbol contain helpful field guidance and instructions that appear as tooltips when hovering your cursor over the symbol. The information in these tooltips is designed to help ensure that you are providing 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.

To complete and submit a Project Application, log into the Salesforce Portal and follow the instructions below.

UI Steps

size	small

UI Step

Access the Project Application form

The form is accessed from the Submit a New Application tab in the Salesforce Portal and clicking the Charge Ready NY box

.

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title	screenshot

Image RemovedImage Added

UI Step

Project Info page

Select the appropriate option under the Who is applying section. Once the option is selected, click the Save button to continue.

Contacts page

The Project Contacts page must contain four contacts (Site Owner, Installer, Payee, and Equipment Owner) before you can proceed to the next page. Some contacts for your application may already be populated on this page. To add one or more of the four contacts, click the Add a Contact link for each contact and complete, at minimum, the required fields. Then click the Save Changes button to finish adding a new contact. Once all four contact roles are added, click the Continue button to move to the next page.

Tip

There must be one primary contact for each field, but there can be multiple contacts in each field

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title	Role Definition

Equipment Owner is the entity that purchases the Charging Equipment. The Equipment Owner may be the recipient of the incentive payment and is responsible for providing charging data to NYSERDA for a period of five years.

Installer is the entity that installs the Charging Equipment. The Installer may or may not be the same as the Equipment Owner.

Site Owner is the owner of the site at which the Charging Equipment is installed. The Site Owner may or may not be the same as the Equipment Owner.

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UI Step

Project Contacts Site Information page

The Project Contacts page must contain four contacts (Site Owner, Installer, Payee, and Equipment Owner) before you can proceed to the next page. Some contacts for your application may already be populated on this page. To add one or more of the four contactsThis page requires you to document the project site. To add the Project Site, click the Add a Contact link for each contact and complete, at minimum, the required fields. Then click the Save Changes button to finish adding a new contact. Once all four contact roles are added, click the Continue button to move to the next page.

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UI Step

Site link to add an eligible site. A modal window will appear. Complete, at minimum, all required fields and click Save. Once you have added the site, click the Continue button.

Tip
Once you start typing in the Address field, it will provide a list of suggestions. Selecting the suggested address will autofill all required fields except for Site Type.

Info

Assigned parking spaces are reserved for an individual driver/apartment or reserved for fleet vehicles.

Unassigned parking spaces are available for anyone in general parking lot locations.

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title	site type definition

Publicly-Owned Facility - If a municipal lot, the price for EV parking can be no more than the municipality’s on-street parking rate.

Multi-Unit Dwelling (MUD) - Must have ten (10) or more connected housing units (Motels/hotels are considered MUDs).

Workplace - More than 50% of available parking must be for employees

Site Information page

This page requires you to document the project site. To add the Project Site, click the Add a Site link to add an eligible site. A modal window will appear. Complete, at minimum, all required fields and click Save. Once the site is added, click the Continue button.

Tip
Once you start typing in the Address field, it will provide a list of suggestions. Selecting the suggested address will autofill all required fields except for Site Type.

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title	screenshot

UI Step

Equipment Information page

This page asks you to add eligible equipment models to receive additional incentives. Use the Model drop-down menu to add your equipment, then select the quantity and click Add. Once all eligible modules are added, review your Total Estimated NYSERDA Incentive amount and click the Continue button.

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UI Step

Installation Status

This page asks you to select your application type. Note if Once the application type is selected/filled out, click the Continue button.

Tip
If you are applying for a Rebate for Charging Equipment that has already been installed and is currently operational, additional information is required

to be filled out. Once the application type is selected/filled out, click the Continue button

to be filled out.

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title	screenshot: pre-approval

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title	screenshot: rebate

UI Step

Charging Station Information page

This page requires you to enter details for each individual charging station. Once all required fields are completed, click Continue.

Tip
If your network provider uses a unique identification number to track charging stations seperate from serial numbers and network IDs, please enter in the Unique ID field for each station.

Warning
This page will only appear if you selected the rebate for charging equipment that has already been installed and is currently operational
Warning
This page will only appear if you selected the Rebate Application Type on the previous page. If you selected the Pre-Approval option, the application will by-pass this page.

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UI Step

Project Documents page

This page requires you to upload all required documentation and any optional documents you 'd would like to have reviewed as part of your application. To add required documents, click the the Choose File button for each required document to locate the file on your computer and upload to the application. Repeat for the Other Documents section to upload any optional documents. Once all document are successfully uploaded, click Continue.

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UI Step

Application Review page

This page asks you to review all application information carefully to ensure that applicant, project contacts, and project site(s) information is complete and accurate before continuing. Once you finish reviewing the application, click the Continue button.

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UI Step

Project Submission page

This page asks you to review and certify all statements within the page before your submission. After you check off every box to certify the statements, click the Submit button to submit the project application.

Tip
Your application will be reviewed within 10 days of submission. If any corrections are needed, you will receive a request via email.

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UI Step

Application Approval

After the project submission, once your application is approved, an email notification will be sent out notifying your application status.

Warning
If you selected the Pre-Approval Application Type on the previous pages, continue to the Step 3: Pre-Approval Application Resubmission page and follow the remaining steps to complete your pre-approval project application.

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Aura - Tab

title	Step 3: Pre-Approval Resubmission

Info

Once you complete the initial Pre-Approval Project Application, an email will be sent out notifying your application status. If application is approved, the applicant will receive 180 days to re-submit the project application for final approval.

The Project Application contains five (5) seperate 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 is designed to help ensure that you are providing 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.

To complete and submit a Project Application, log into the Salesforce Portal and follow the instructions below.

UI Steps

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UI Step

Pre-Approval Application Status

Once your initial Pre-Approval Project Application is approved, an email will be sent out notifying your application status.

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UI Step

Projects Tab

Once you have received the email is received, the applicant you will return to the Salesforce Portal and access the Projects tab, then select the appropriate Application under Project Name.

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UI Step

Application Wizard

In the Project Details page, click on the Application Wizard button.

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UI Step

Installation Status Page

The window will redirect to the installation status page. Select the No option and fill out all of the required fields on this page. Once you finish, click the Continue button.

Warning
If you select the Yes option due to your installation status matching the statments statements listed on the apgepage. The application will be canceled and the page will promt prompt you to re-apply.

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UI Step

Charging Station Information page

This page requires you to enter details for each individual charging station. Once all required fields are completed, click Continue.

Tip
If you are applying for a Rebate for Charging Equipment that has already been installed and is currently operational, additional information is required to be filled out.

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UI Step

Project Documents Page

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UI Step

Application Review page

This page asks you to review all application information carefully to ensure that applicant, project contacts, and project site(s) information is complete and accurate before continuing. Once you finish reviewing the application, click the Continue button.

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UI Step

Project Submission page

This page asks you to review and certify all statements within the page before your submission. After you check off every box to certify the statements, click the Submit button to submit the project application.

Tip
Your application will be reviewed within 10 days of submission. If any corrections are needed, you will receive a request via email.

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UI Step

Application Approval

After the project submission, once your application is approved, an email notification will be sent out notifying your application status.

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HTML
<style type="text/css"> #title-text { display: none;} </style>

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