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borderWidth | 1 |
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title | Access Application |
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| The Access Application step requires you to navigate to the application and select your Program Family and program. |
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Choose the Appliance Upgrade Program option from the Program Family drop-down. |
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Select the appropriate program from the second drop-down. If only one program option is available, leave the drop-down with the default option. |
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Click 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. |
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title | Program AccessStep 1 |
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borderWidth | 1 |
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borderStyle | none |
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title | Program AccessCompany Information |
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| Getting Started: After completing and saving the second step of the application, you will receive an email with a link to your application. The application saves as you progress to each page. If you need to exit your application, you may return to it by using the link in the email. What you'll need: During the application, you'll be asked to provide the following: Certifications/Licenses (if applicable), Customer References, and a Management Plan. | UI Steps |
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Choose the Appliance Upgrade Program option in the dropdown. Expand |
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Select your program and click Continue. Expand |
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| | Step 1 of the application requests that you provide Company Information such as Service Provider Category, Legal Business name, and Tax Identification Type. |
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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. Tip |
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| An organization in Good Standing is not subject to any corrective action plans or other disciplinary procedures in that network. |
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Complete all required fields marked with a red asterisk (*). |
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Check the correct boxe(s) if your organization is MBE, WBE, and/or SDVOBE. If any of these boxes are checked, additional fields will appear below this field that may be required. |
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Select Tax Identification Type. Warning |
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| The employer completing this application must provide the Employer Identification Number (EIN). Do not provide NYSERDA your Social Security Number (SNN). |
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Click 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. |
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title | Company Information |
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Fill out the required fields under the Company Information section and click Continue. Expand |
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title | Contact Information |
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title | Contact Information |
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| Complete the Contact Information section to add your organization's contacts to the application. Once the Contact Information section is complete, the | Info |
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| Once this step is completed, the contractor should expect the following email communication including the hyperlink to resume to your application. Expand |
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| title | Appliance Upgrade Program – Application Number #00000 Incomplete |
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| 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 below matches your W-9.
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| Fill out the Contact Information Complete the contact information for the |
| following:Project manager Project Manager, Accounts Receivable |
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, and Authorized Signatory section. |
| false | User can click on the checkbox if Accounts Receivable Contact and/or Authorized Signatory Contact is the same as Project Manager Contact. | Expand |
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Scroll down to Staffing Information section and click the Add a Staff Member hyperlink to add a new staff. Warning |
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| Contractor may only proceed if at least 1 staff member entered has at least 1 Certification selected. |
| 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 the Accounts Receivable and/or Authorized Signatory contact. |
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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 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 |
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Fill in the required fields and select at least 1 Certification, Accreditation, or License and click Save Changes once complete. Expand |
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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. |
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| Image Added Click Continue. Expand |
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| title | screenshot
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title | Qualifications | #002D72 |
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title | Qualifications |
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| Step 3 of the application requests Qualification information regarding the systems your organization services and the geographical regions your organization supports. |
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| Expand |
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title | screenshot |
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Under Building Systems Select all systems that you service. 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. |
| Scroll Scroll down to the Geographic Coverage section and click |
| the the Add a Region hyperlink to add a new region |
| . Expand |
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title | screenshot. A modal window will open. |
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Click Save Changes once the required fields are completeOn the modal window, complete all required fields for the new region then click Save Changes to add the region and return to the application. Expand |
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Click 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. |
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| Image Added Click Continue. Expand |
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| title | screenshot
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title | References |
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| 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. |
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Complete all required fields with a red asterisk (*) for the two Residential References. |
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Fill out all required fields for the two Residential References. Expand |
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| | UI Step |
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Click Continue. Expand |
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| Click 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. |
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title | Certification |
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borderWidth | 1 |
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title | Certification |
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| Step 5 of the application asks you to respond to legal requirements, including Terms and Conditions, and requests a signature for the application. |
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| UI Steps |
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| UI Step |
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Review all the required questions and select an answer for each. Expand |
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Review the Terms and Conditions document by clicking on the hyperlink and Click the checkbox once the document is reviewed. Tip |
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| The checkbox will only be clickable once the documents are downloaded and reviewed. |
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| UI Step |
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Then provide signature for the terms and conditions Electronically or Printing and signing by hand. Expand |
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title | Electronic Signature Instructions |
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| UI Step |
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Click Click here to Provide Electronic Signature. Expand |
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Click the Checkbox after you review the Electronic Record and Signature Disclosure and click Continue. Expand |
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title | screenshotReview all the required questions and select an answer for each.
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Click Sign to provide signature under the date. Expand |
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Click Finish. Expand |
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title | Hand Signed Signature Instructions |
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| UI Steps |
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| UI Step | Click Print to print the application from your browser and sign the document. Expand |
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Scan or take a photo of the signed application. |
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Upload the signed application to the Paperwork Record (Step 7). |
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Back on Step 5, scroll down and click Continue. Expand |
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borderWidth | 1 |
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borderStyle | none |
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title | Paperwork Record |
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| Info |
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| Documents To complete the application, upload the following required documents. If you have other documents to support your application, you can upload them in the Other Documents section. Not 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. |
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| UI Step |
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To complete the application, click Choose File to upload the following required documents: - Signed Application
- Certificate of Insurance
- Certifications / Licenses
Tip |
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| Under required Documents you will only see Signed Application if you selected Appliance Installer for the Service Provider Category in step 1. |
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| UI Step |
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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 |
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| Under Optional Documents the document names will be prefilled. You can edit the names to match the uploaded document. |
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| UI Step |
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Click Continue. Expand |
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borderWidth | 1 |
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borderStyle | none |
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title | Submission Confirmation |
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| on the Terms and Conditions hyperlink to download and review the program Terms and Conditions. When you have completed your review, click the checkbox. Tip |
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| The checkbox will only be clickable once the documents are downloaded and reviewed. |
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Click 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. |
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borderStyle | none |
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title | Paperwork Record |
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Info |
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| 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. |
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For each required document, click Choose File to locate the associated file on your computer or device to upload to the application. This include the following: - Signed Application
- Certificate of Insurance
- Certifications / Licenses
The 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 |
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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 |
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| Under Optional Documents the document names will be prefilled. You can edit the names to match the uploaded document. |
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Click 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. |
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title | Submission Confirmation |
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| Step 7 of the application asks you to review the application to make any necessary edits and submit the application for review. |
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Step 7 completes the application process. Applications must be submitted at this step. Tip |
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| 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. |
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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. |
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title | Next Steps |
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| 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 |
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Once you have reviewed the application and ready to submit, click Submit. Tip |
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| 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. |
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| UI Step |
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Once you click Submit, the window will update with the Your application has been submitted successfully prompt. Additionally, you will see the Thank you for submitting your application to NYSERDA. A NYSERDA representative shall be in contact with you within the next 3 business days. We look forward to speaking with you Prompt Expand |
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| title | Submission Verification |
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| Info |
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| Once you submit the Project Application, you should expect the following communication via email: Expand |
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title | NYSERDA Appliance Upgrade Program – 00000 - Recieved |
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| 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 |
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title | Application Submission |
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| UI Expand |
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| Info |
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| 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 a revised document(s). You can expect the following communication via email if any document is rejected: Expand |
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title | Document Rejection Email
|