The content below provides guidance when beginning, and navigating through, the online application. Please review before accessing any of the Application Instruction tabs to the left.
Checking Your Application Progress:
The application is comprised of four pages, or steps. Your progress throughout the application can be viewed in the upper right-hand corner where progress is denoted with a black circle. Additionally, these can be used to navigate to completed pages. To navigate this way, click the circle representing the required page.
Application Field Tips and Information:
As you progress throughout the application, fields marked with a Question Mark within a circle contain tool-tips to help you understand the information required for those fields. Tool-tips within the field (such as with the Legal Business Name in the screenshot below) are activated when hovering your cursor over the field, whereas tool-tips next to the field name, such as in the Current Business Size field in the screenshot below) are active when the question mark is clicked.
Beginning the Application:
Once the application is accessed, ensure Workforce Development is selected for the Program Family drop-down and click the Workforce Development and Training radio button. Then click Continue to begin the application process.
Navigating the Application:
Every page contains both a Previous and Continue button.
- The Previous button enables to applicant to return to previous pages should it be necessary to update information on pages that have already been completed.
- The Continue button allows applicants to navigate to next page, or step, of the application. Applicants cannot advance to the next page if any required fields on the page have not been completed.
Content on this page with an associated camera icon indicates a screenshot, or other content, has been placed within a Tool-Tip. To access the content in a Tool-Tip, simply hover your cursor over the camera icon. Try it with this camera icon:
The first page of the application requires you to document your company information. All required fields on this page are denoted by a red asterisk *.
Begin by entering in your company's name and address information.
Next, select the kind of business for the company. Options in the field drop-down are:
- Disregarded Entity
- Federal, State, or Local Government
- Individual / Sole Proprietor
- Limited Liability Co.
- Not For Profit
- Public Authority
- Trust / Estates
Then, specify if the company is New York State registered or New York City certified Minority, Women, or Service-Disabled Veteran owned business, if applicable.
Input your company's Exempt Payee Code, if applicable.
Lastly, check the appropriate Tax Identification Type for the company.
Employer Identification Number: If selecting this option, an additional field will become visible. Input the company's Employer Identification Number.
Social Security Number: If selecting this option, a note will appear. Your Social Security Number cannot be input within the application. Instead, you should mail your W9 to NYSERDA at the address provided within the note associated with this field.
After completing all required and applicable fields on this page, click Continue to move onto the next page of the application. Click the next tab on this page to advance to the instructions for Application Page 2: Contact Information.
The second page establishes the Primary, Accounts Receivable, and Authorize Signatory contacts associated with the application. Should NYSERDA require additional information for the application, the Primary Contact will be contacted. All required fields on this page are denoted by a red asterisk *.
Enter in contact information for the Primary Contact for the company. The Primary Contact will be the recipient of any future NYSERDA communications.
Next, enter in the contact information for the company's Accounts Receivable Contact. This individual may be contacted with questions related to the payment of invoices.
The Primary Contact can also act as the Accounts Receivable Contact. If this is the case, check the Accounts Receivable Contact is same as Primary Contact checkbox.
Lastly, enter in the contact information for the company's Authorized Signatory Contact. This individual will be the company's approved signatory should approval or decisions requiring an authorized signatory be necessary.
The Primary Contact can also act as the Authorized Signatory Contact. If this is the case, be sure to check the Authorized Signatory Contact is same as Primary Contact checkbox.
After completing all required and applicable fields on this page, click Continue to move onto the next page of the application. Click the next tab on this page to advance to the instructions for Application Page 3: Business Details.
The third page establishes some basic demographics of the company that are required to review, process, and approve applications. All fields on this page are required.
Complete all fields on this page, leveraging the tool-tips, as described in the Introduction tab, to review additional field requirements or information if needed.
Be as specific as possible for the first and last fields on this page as they relate specifically to eligibility requirements and will be reviewed by the NYSERDA Program Team prior to approving any applications. For the last field, NYSERDA will perform an internal review to cross-check programs your company is currently participating in at NYSERDA.
After completing all fields on this page, click Continue to move onto the next page of the application. Click the next tab on this page to advance to the instructions for Application Page 4: Application Review.
The last page provides an opportunity for applicants to review all submitted information before signing and submitting the application. All fields on this page are required.
Begin by viewing or downloading the two documents in the blue message box. Once reviewed, check the box attesting that you have read and understand the program requirements. You cannot submit your application until this has been completed.
Then, answer the four required questions.
Click the Print button at the bottom of the page to open a PDF version of your completed, but unsigned, application. Review all application information for accuracy. Return to the online application, read the disclosure and check the box to attest that you agree to the terms and conditions.
Next, sign the application. There are two ways to accomplish this:
Click the Electronic Signature button. You will be directed to DocuSign to provide your electronic signature.
On the first DocuSign page, check the agreement box, then click Continue.
The application will appear. Click Start.
You'll be directed to the signature portion of the application. Click Sign.
A modal window will appear requesting your signature preference. Your Name and initials will pre-populate. Choose your signature option and click Adopt and Sign when ready.
You'll return to the application in DocuSign where your signature will display in the signature field. Click Finish.
You'll be returned to the Application Review page. A message stating Application is signed will be visible.
- Use the pdf version of the completed, but unsigned, application from step 3 above. Print the pdf.
- Physically sign the printed pdf application.
- Scan all pages of the completed and signed application to your computer. You can use photos of the application.
- At the bottom of page 4 of the application, click the Choose File button in the Signed Application section to locate the file of the signed application on your computer.
- Upload the file.
- Click the Save button to save the uploaded file to the online application tool.
Finally, to complete the application process, click the Submit button at the bottom of the page.
Once submitted, the Primary Contact for the application will receive an email confirming the application has been submitted.
Now that you have submitted your application:
- It will be reviewed first by NYSERDA Program Staff and then by the New York State Department of Labor.
- The Primary Contact associated with the application will continue to receive communications throughout the review and approval process regarding updates to the application process.
- Check the email address associated with the application regularly for communication updates. If either NYSERDA or the Department of Labor need additional information or clarity on any of your responses to the application, it will be requested through email, with instructions on what actions you need to take.
- If your application is approved, you will receive an email communication with additional steps or instructions, if any. If your application is rejected, the email communication received will outline the specific reasons for rejection.