Aura - Tab |
---|
| Panel |
---|
borderColor | #002D72 |
---|
bgColor | #F3F4F9 |
---|
titleColor | #ffffff |
---|
borderWidth | 1 |
---|
titleBGColor | #002D72 |
---|
borderStyle | none |
---|
title | Access Application |
---|
|
|
Info |
---|
| Page introductionThe Access Application step requires you to navigate to the application and select your Program Family and program. |
Section |
---|
Column |
---|
| UI Steps |
---|
| UI Step |
---|
Choose the Appliance Upgrade Program option from the dropdownthe Program Family drop-down. |
UI Step |
---|
Select your program. Tip |
---|
| | the appropriate program from the second drop-down. If only one program option is shown below, click Continueavailable, leave the drop-down with the default option.
UI Step |
---|
Click Continue 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. |
|
|
Column |
---|
| Image Modified |
|
|
Aura - Tab |
---|
| Panel |
---|
borderColor | #002D72 |
---|
bgColor | #F3F4F9 |
---|
titleColor | #ffffff |
---|
borderWidth | 1 |
---|
titleBGColor | #002D72 |
---|
borderStyle | none |
---|
title | Company Information |
---|
|
|
Sectioninfo |
---|
column | Step 1 of the application requests that you provide Company Information such as Service Provider Category, Legal Business name, and Tax Identification Type. |
Section |
---|
Column |
---|
| | | UI Steps |
---|
| 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. Select Yes or No depending on if your organization is in good standing in one of the previously identified contractor networks that either Joined that network in the last 3 years or had a project complete construction in any of the following programs in the last 3 years: - Multifamily Building Solutions Network
- Comfort Home Contracotr
- EmPower+ Contractor
- FlexTech Consultant
Tip |
---|
| An organization is in Good Standing is not subject to any corrective action plans or other disciplinary procedures in that network. |
|
UI Step |
---|
Fill out the 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 the business type checkboxes are selectedthese boxes are checked, additional required fields will display.appear below this field that may be required. |
UI Step |
---|
Select Tax Identification Type. Warning |
---|
| Do not submit a Social Security Number to NYSERDA on this form if Social Security Number is selected for the Tax Identification Type, The employer completing this application must provide the Employer Identification Number (EIN). Do not provide NYSERDA your Social Security Number (SNN). |
|
UI Step |
---|
Click Continue. 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. |
|
|
Column |
---|
| Image Modified |
|
|
Aura - Tab |
---|
| Panel |
---|
borderColor | #002D72 |
---|
bgColor | #F3F4F9 |
---|
titleColor | #ffffff |
---|
borderWidth | 1 |
---|
titleBGColor | #002D72 |
---|
borderStyle | none |
---|
title | Contact Information |
---|
|
|
Info |
---|
| Once this step is completed, the Complete the Contact Information section to add your organization's 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. Expand |
---|
| title | Appliance Upgrade Program – Application Number #00000 Incomplete |
---|
| Dear Example email notification of application reference number: 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.
Section |
---|
Column |
---|
| UI Steps |
---|
| UI Step |
---|
Fill out the Contact Information Complete the contact information for the following: Project manager Project Manager, Accounts Receivable , and Authorized Signatory section. Tip |
---|
| Click the checkbox to copy the contact information 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 either the the Accounts Receivable Contact, the and/or Authorized Signatory Contact, or bothcontact. |
|
UI Step |
---|
Scroll down to Staffing Information section. Click the Add a Staff Member hyperlink to add a new staff. Fill in the required fields and select at least 1 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 and click Save Changes once complete. Warning |
---|
| | 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 Contractor may only proceed if at least 1 staff member entered has at least 1 Certification selected. Expand |
---|
| Image Modified |
UI Step |
---|
Click Continue. | 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. |
|
|
Column |
---|
| Column |
---|
| Image Modified |
|
|
Aura - Tab |
---|
| Panel |
---|
borderColor | #002D72 |
---|
bgColor | #F3F4F9 |
---|
titleColor | #ffffff |
---|
borderWidth | 1 |
---|
titleBGColor | #002D72 |
---|
borderStyle | none |
---|
title | Qualifications |
---|
|
|
Info |
---|
| Step 3 of the application requests Qualification information regarding the systems your organization services and the geographical regions your organization supports. |
Section |
---|
Column |
---|
| UI Steps |
---|
| UI Step |
---|
Under Building Systems Select 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. Click Save Changes once the required fields are complete. Expand |
---|
| Image Modified |
|
UI Step |
---|
Click ContinueClick 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. |
|
|
Column |
---|
| Image Modified |
|
|
Aura - Tab |
---|
| Panel |
---|
borderColor | #002D72 |
---|
bgColor | #F3F4F9 |
---|
titleColor | #ffffff |
---|
borderWidth | 1 |
---|
titleBGColor | #002D72 |
---|
borderStyle | none |
---|
title | References |
---|
|
|
Info |
---|
| Provide two references 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. |
Section |
---|
Column |
---|
| UI Steps |
---|
| UI Step |
---|
Fill out the Complete all required fields with a red asterisk ( * ) for for the two Residential References. |
UI Step |
---|
Click ContinueClick 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. |
|
|
Column |
---|
| Image Modified |
|
|
Aura - Tab |
---|
| Panel |
---|
borderColor | #002D72 |
---|
bgColor | #F3F4F9 |
---|
titleColor | #ffffff |
---|
borderWidth | 1 |
---|
titleBGColor | #002D72 |
---|
borderStyle | none |
---|
title | Certification |
---|
|
|
Sectioninfo |
---|
column | Step 5 of the application asks you to respond to legal requirements, including Terms and Conditions, and requests a signature for the application. |
Section |
---|
Column |
---|
| | | UI Steps |
---|
| UI Step |
---|
Review all the required questions and select an answer for each. |
UI Step |
---|
Review the Click on the Terms and Conditions document by clicking on the hyperlink and Click the checkbox once the document is reviewed hyperlink to download and review the program Terms and Conditions. When you have completed your review, click the checkbox. Tip |
---|
| The checkbox will only be clickable once the documents are downloaded and reviewed. |
|
UI Step |
---|
Back on Step 5, scroll down and click ContinueClick 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. |
|
|
Column |
---|
|
|
|
|
Aura - Tab |
---|
| Panel |
---|
borderColor | #002D72 |
---|
bgColor | #F3F4F9 |
---|
titleColor | #ffffff |
---|
borderWidth | 1 |
---|
titleBGColor | #002D72 |
---|
borderStyle | none |
---|
title | Paperwork Record |
---|
|
|
Info |
---|
| Documents To complete the application, upload the following required 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. |
Section |
---|
Column |
---|
| UI Steps |
---|
| UI Step |
---|
To complete the application, click For each required document, click Choose File to upload the following required documentslocate the associated file on your computer or device to upload to the application. This include the following: - Signed Application
- Certificate of Insurance
- Certifications / Licenses
Tip |
---|
| | Under Required Documents you will only see Signed Application if you selected Appliance Installer for the Service Provider Category in Step 1The 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 |
---|
| Under Optional Documents the document names will be prefilled. You can edit the names to match the uploaded document. |
|
UI Step |
---|
Click Continue 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. |
|
|
Column |
---|
| Image Modified |
|
|
Aura - Tab |
---|
| Panel |
---|
borderColor | #002D72 |
---|
bgColor | #F3F4F9 |
---|
titleColor | #ffffff |
---|
borderWidth | 1 |
---|
titleBGColor | #002D72 |
---|
borderStyle | none |
---|
title | Submission Confirmation |
---|
|
|
Info |
---|
| Step 7 of the application asks you to review the application to make any necessary edits and submit the application for review. |
Section |
---|
Column |
---|
| UI Steps |
---|
| UI Step |
---|
Once you have reviewed the application and ready to submit, click SubmitStep 7 completes the application process. Applications must be submitted at this step. Tip |
---|
| 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. |
|
|
Column |
---|
| Image Modified |
|
|
Aura - Tab |
---|
| UI Expandpanel |
---|
titleborderColor | Submission Verification#002D72 |
---|
| info | icon | false | Once you submit the Project Application, you should expect the following communication via email: Expand |
---|
title | NYSERDA Appliance Upgrade Program – 00000 - Recieved |
---|
| 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 |
| UI Expand |
---|
| Info |
---|
| Once you submit the Project Application, NYSERDA staff will review and approve all required documents submitted. If any document(s) do not meet the requirements, the document(s) status will be set to Rejected and you are expected to upload the revised document(s).titleColor | #ffffff |
---|
borderWidth | 1 |
---|
titleBGColor | #002D72 |
---|
borderStyle | none |
---|
title | Next Steps |
---|
|
|
Info |
---|
| 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 |
|
|