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.
Complete the School or Company Information section, being sure to populate all required fields (shown with a red asterisk * )
Complete the Contact Information section, being sure to populate all required fields (shown with a red asterisk * )
Click Create at the bottom of the registration form.
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.
Once you complete the registration and set your password, you can log into the Salesforce Portal at any time using this link: Salesforce Portal.
On the Salesforce Portal home page, click Start a New Charging Incentive Application.
Type in the School District under the Choose School District field and click Next.
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.
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.
Applicant Primary Contact
Fill in the information in all required fields.
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.
Incentive Information
If you qualify for the Fleet Electrification Plan bonus, answer the following questions:
- Is the Fleet Electrification Plan complete?
- If not, Is the Fleet Electrification Plan through NYSERDA?
- If yes, please provide the Electrification Plan Contract #.
- If not, please email [email protected] to provide information and an expected date of completion for the electrification plan.
- If not, Is the Fleet Electrification Plan through NYSERDA?
For applications with multiple locations, click the New button to add additional locations.
Fill in the required fields then click Save.
Once all locations for where the buses will be charged are added, click Next.
The Potential Charging Incentive amount will be listed. If you know what charging equipment will be installed, click New and enter the information.
Enter information in all fields then click Save.
Once all Charger(s) are added, click Next.
Upload all required documents listed by clicking on Upload Files.
Click Done when the file finishes uploading.
Once all required documents are uploaed, click Next.
Review the Terms and Conditions then check off the Checkbox and click Submit Application.
Once the application is complete, click on Return or the Home Tab to check current application status.
If you receive a Document Rejection Email, click on the Hyperlink in the email to resubmit your document.
Click on Upload New File to upload then click Next.
Once the document is uploaded successfully, a thank you message will display. Close the window and wait for the application approval email.
Back on the Salesforce Portal home page, click on Enter Charging Module Date.
Click on the button then click on New under the New Charger section.
Enter the information for the charger then click Save.
Once all of the chargers are added, click Next.
Once the charger information is added successfully, a thank you message will display. Close the window and wait for a NYSERDA Project Manager communication.
Once you application is approved, on the Salesforce Portal home page click on Redeem Voucher.
On the new window, click on the Down Arrow button then click Edit.
Fill in each required fields then click Save.
Once all charger information is added, click Next.
Upload a file for every project deliverable listed by clicking on Upload File.
On the pop-up window, click on Upload Files to add your document then click on Upload File once document is uploaded successfully.
Once all required documents are uploaded, click Next.
Click Submit if the window shows a green check mark.
Once the requested deliverables are uploaded successfully, a thank you message will display. Close the window and wait for the status update.
