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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.

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.

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

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

NYSERDA Public Knowledge Base > School Bus: Charging Voucher > School Information.png

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

NYSERDA Public Knowledge Base > School Bus: Charging Voucher > ChargeReadyRegistration2.png

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.

NYSERDA Public Knowledge Base > School Bus: Charging Voucher > Registration Email.png

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.

NYSERDA Public Knowledge Base > School Bus: Charging Voucher > Start New Application.png

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

NYSERDA Public Knowledge Base > School Bus: Charging Voucher > Choose School.png

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.

The project will only show up if the school bus district has already applied for a school bus application before.

NYSERDA Public Knowledge Base > School Bus: Charging Voucher > Choose School Bus Project.png

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.

NYSERDA Public Knowledge Base > School Bus: Charging Voucher > Project Not Purchased through NYSERDA.png

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.

Applicant Primary Contact

Fill in the information in all required fields.

NYSERDA Public Knowledge Base > School Bus: Charging Voucher > Applicant Primary Contact.png

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.

NYSERDA Public Knowledge Base > School Bus: Charging Voucher > Addition Contact.png

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.

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

NYSERDA Public Knowledge Base > School Bus: Charging Voucher > New Location Button.png

Fill in the required fields then click Save.

NYSERDA Public Knowledge Base > School Bus: Charging Voucher > New Location.png

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.

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

NYSERDA Public Knowledge Base > School Bus: Charging Voucher > New Charger Button.png

Enter information in all fields then click Save.

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

NYSERDA Public Knowledge Base > School Bus: Charging Voucher > New Charger Info.png

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

NYSERDA Public Knowledge Base > School Bus: Charging Voucher > Charger Info Next.png

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