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FlexTech: Application Submission

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Info

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A NYSERDA Portal Account is required for the Application Submission process, applicants can follow the instructions on FlexTech: Register for a Portal Account to register for a portal account.

The Application Intake process 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.
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 application in one sitting.

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1

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title	Portal Access

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title	Portal Access

UI Steps

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UI Step
Navigate to the NYSERDA Salesforce Portal and login.

UI Step

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

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UI Step

From the Choose a Program page page, click on the Technical Assistance-FlexTech tab.

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A third-party technical assistance service provider is required for all projects. If you're a customer who does not have a service provider, please email FlexTech@nyserda.ny.gov for assistance.

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title	Page 1

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Fill out the required fields under the Applicant Information section and click Continue.

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Some information on this page will be pre-populated based on your registration.

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The Consultant and Customer Information step must contain at least two contacts before you can proceed to the next step. There must be a FlexTech Consultant or Independent Service Provider contact, and a Customer contact listed below. Click on Add a Contact to include another contact.

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If you wish to add additional individuals from your company to view the project, enter those on Step 2. Please make sure the Role is consistent with your company’s role.

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After clicking Add a Contact, select the Role and fill out all of the required fields, then click Save Changes.

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Once all contact roles are added, click the Continue button to move to the next page.

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If the Facility's Sector selected is: P-12 School, Industrial, College/University, or Healthcare, you will have additional required fields to complete on the page.

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Fill out all the required Project and Facility information and click Continue.

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The Facility Information will populate automatically. If applicable, click on Add a Facility and enter any additional facilities information.

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Additional facilities may also be added to your project record after NYSERDA has approved your application.

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Enter in the additional Facility Information in the modal window and click click Save.

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Once all Facility(sies) are added, review the information in the table and, if correct, click Continue.

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On the Documents page, click on the Choose File button under the Required Documents section to upload the appropriate files in the Budget and Scope of Work fields. Click Continue.

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If the sector selected in Step 3 is Multifamily Affordable Housing, Affordability documentation must also be uploaded. Please click the Blue ? Icon for acceptable forms of affordability documentation.

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File name or uploads can not exceed 40 characters.

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Info

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The Customer's signature is required for all applications. The Customer signature may be obtained either through DocuSign via the send for Electronic Signature button, or you may select the Print button to obtain an electronic version of the application for Customer signature and upload to the Signed Application section.

You can also print the application to acquire the customer signature to later upload a scan of the application with their signature for review. See the instructions below depending on your role:

Warning

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If you upload an old pdf application from a previous version of PON4192, the application will be rejected and you will be required to submit a new application.

UI Expand

title	Customer as the Applicant

UI Steps

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UI Step

Review the summary of your application, then at the bottom of the Certification page, check the Checkbox and then click the Electronic Signature button.

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The page will redirect for you to DocuSign to review and sign the document. Read the Electronic Record and Signature Disclosure and check the Checkbox, then click Continue.

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

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

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Review your signature then click the Adopt and Sign button.

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

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title	Consultant as the Applicant

UI Steps

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UI Step

Review the summary of your application, then at the bottom of the Certification page, check the Checkbox and thenclick the Send for Electronic Signature button.

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UI Step

Consultant should see a green bar once DocuSign is sent. The browser can be closed as this is the last screen that the Consultant will see if the docusign DocuSign function is used.

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Consultant can check on the status of their project by going to the Projects tab in the portal.

The status will change from Unsubmitted to Submitted within 24 hours after the Customer signs the DocuSign agreement.

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UI Step

The Customer should expect an email from Docusign DocuSign to provide the signature, click Review Document.

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The Customer will have 30 days to provide signature. Please check your spam folder for the email to Docusignfrom DocuSign.

The Consultant will receive an email confirming the Customer's signature once they have done so.

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UI Step

Once the Customer has electronically signed the application, all parties involved with the application will receive an email confirmation that the application has been submitted.

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UI Step

If you have received the customer's signature on the printed application, scan it into your system, upload it to the application, and click Submit.

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title	Consultant Submit Printed Application

UI Steps

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UI Step

At the bottom of the Certification page, click Print.

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UI Step

A downloadable Application PDF will open on a new window. Click the Print icon.

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Once the application is signed, go back to the Certification page and click Choose File at the bottom to upload.

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Click Save.

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The window will refresh and a prompt at the top will state that you have successfully submitted your paper signature document.

Warning

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This does not mean the application is submitted.

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Scroll down to the bottom of the Certification page again. Check off the Terms and Conditions Box and click Submit.

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The window will refresh again and a prompt at the top will state that your application has been submitted successfully.

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Aura - Tab

title	Next Steps

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UI Expand

title	Submission Verification

Info

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

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title	Application submissionSubmission

Hello [User Name]

NYSERDA has received your FlexTech Project application for FT - 0000701224 - TestingCustomer423 - 17 Columbia Circle. The project status has been updated to Submitted.

Please note that this email does not commit NYSERDA to award a Purchase Order, or to pay any costs incurred.

If you have any questions, please email FlexTech@nyserda.ny.gov.

Thank you,

The FlexTech Team

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 requirements, the document(s) status will be set to Rejected status and you are expected to upload a new revised document(s).

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

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title	Document Rejection Email

Hello [User Name]

There is additional information needed to complete the review of your Technical Assistance application FT - 0000000000 - test - test Street.
Please provide the following in two weeks:

a) Document Name - Scope of Work
b) File Name - Test.docx
c) Notes - Wrong Project SOW
a) Document Name - Budget
b) File Name - Test.docs
c) Notes - Incomplete

UI Steps

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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 Submitted Project under the dropdown list.

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

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

UI Step

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

Warning

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File name or uploads can not exceed 40 characters.

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

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The rejected document should now show a Submitted status.

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