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School Bus: Charging Incentive

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The Project Application contains eight (8) separate steps. Review the information at the top of every step. It provides high-level guidance and requirements that may be necessary for you to complete each step.

Fields marked with a red asterisk ( * ) are required and must be completed before you can move on to the next step.
Clicking Next at the bottom of any step 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 New Application, log into the NYSERDA Salesforce Portal and follow the instructions below.

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title	Register for a Portal Account

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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.

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

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

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

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Click Create at the bottom of the registration form.

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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 Hyperlink to finalize the registration process by choosing a password.

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

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title	Step 1

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title	Choose School

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On the Salesforce Portal home page, click Start a New Charging Incentive Application.

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Type in the School District under the Choose School District field and click Next.

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title	Step 2

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title	Choose School Bus Project

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does the application change if we select different options below?

Email me the link option does not work.

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If you are applying for chargers for buses that were purchased Through NYSERDA's New York School Bus Incentive Program, choose the project under the Project section then click Next.

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If you are applying for chargers for buses that were NOT purchased through NYSERDA's New York School Bus Incentive Program, check off the box below then click Next.

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title	Step 3

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title	Enter Project Data

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Depending on who is completing the application or qualification for the Fleet Electrification Plan bonus, additonal information may be required. Once all required sections are complete, click Next.

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Applicant Primary Contact

Fill in the information in all required fields.

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Addition Contact (Person at School)

If you are from a school, but a company representing a school (third-party), check off the box and fill in the information in all required fields.

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Incentive Information

If you qualify for the Fleet Electrification Plan bonus, answer the following questions:

Is the Fleet Electrification Plan complete?
1. If not, Is the Fleet Electrification Plan through NYSERDA?
  1. If yes, please provide the Electrification Plan Contract #.
  2. If not, please email [email protected] to provide information and an expected date of completion for the electrification plan.

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title	Step 4

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title	Verify Charger Locations

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Everytime I go back to change something up, a new location with the same address gets added.

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For applications with multiple locations, click the New button to add additional locations.

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Fill in the required fields then click Save.

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Once all locations for where the buses will be charged are added, click Next.

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title	Step 5

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title	Charger Information

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The Potential Charging Incentive amount will be listed. If you know what charging equipment will be installed, click New and enter the information.

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If you do not know then you can skip this step and add chargers at a later date.

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Enter information in all fields then click Save.

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Total Number of Ports on Charger must be either 1 or 2 (Single or Dual-port charger).

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Once all Charger(s) are added, click Next.

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title	Step 6

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title	Upload Documents

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Need a list of all documents that may be required. So far have seen: Third Party Agreement, Purchase Order, Electric School Bus Grant Award Letter, and Electrification Plan.

When does each occur?

I learned that the Purchase Order is always required but, there was also a scenario where no documents were required - if I don't select I am applying for chargers for buses that were not purchased through NYSERDA's New York School Bus Incentive Program. and if I have to provide Electrification Plan Contract #:

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title	Step 7

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title	Terms and Conditions and Submit Application

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title	Step 8

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title	Thank you

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