Charge Ready User Guide

1. Introduction

The Charge Ready NY 2.0 Program is an incentive program designed to accelerate the deployment of Level 2 electric vehicle charging equipment in New York State. By increasing the use of electric vehicles and electric vehicle charging stations, this program benefits New York State by reducing harmful emissions and the transportation sector’s dependence on petroleum. The New York State Energy Research and Development Authority (NYSERDA) developed the Program to provide incentives that reduce the cost of purchasing and installing eligible Level 2 charging equipment for use in New York State.

The instructions below guide you through using the NYSERDA Salesforce Partner Portal (also known as the Partner Portal) to apply for incentives before and after chargers are installed. You will need an active portal account to submit a Participant Agreement and a Project Application. To learn how to create a portal account see Section1.1, Create a NYSERDA Salesforce Partner Portal. If you already have a portal account, you can log in using this link: NYSERDA Salesforce Partner Portal. Once you have an active portal account, see the Participant Agreement and the Project Application sections below to learn how to submit a Participant Agreement (which should be completed first) and a Project Application.

1.1. Create a NYSERDA Salesforce Partner Portal Account

To register for a portal account, access this link: Partner Portal Registration Link.

The Portal Registration website contains two messages at the top. The first provides some 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.

To register a new Salesforce Portal account, follow the instructions below.

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

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

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.

You'll receive an email notification to the address provided in in the Contact Information section of the registration page. Within the email notification, click the create a password link to finalize the registration process by choosing a password.

Once your registration is complete and your password set, you can log in using this link: NYSERDA Salesforce Partner Portal.

2. Related Training Materials

2.1. Recorded Webinar

2.2. Presentation Materials

3. Procedure 1: Participant Agreement

Completing your Participant Agreement is the first step. While you can start a Project Application without a Participant Agreement, you cannot complete it until the Participant Agreement is completed and submitted.

The Participant Agreement contains five (5) separate pages. Review the information in the blue box at the top of the page. It provides high-level guidance and requirements that may be necessary for you to complete each page.

Fields marked with a red asterisk ( * ) are required and must be completed before you can move on to the next page.
Fields with thesymbol contain helpful field guidance and instructions that appear as tooltips when hovering your cursor over the symbol. The information in these tooltips is designed to help ensure that you are providing the correct information. Not all fields contain this symbol.
Clicking Continue at the bottom of any page 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 Participant Agreement, log into the NYSERDA Salesforce Partner Portal and follow the instructions below.

Access the Participant Agreement Form: The form is accessed from the NYSERDA Salesforce Partner Portal home page by clicking the Participant Agreement box. Note that the status of your participant agreement is visible in bold at the bottom of this box and will initially show as Not Started.

Complete the Company Information Page: This page asks you to provide information specific to your company. For reference, see the Field Notes table below this step. Once the page is complete, click the Continue button.

Field Name	Field Notes	Required

Field Name	Field Notes	Required
Business Name/Disregarded Entity Name	If different from legal business name, enter the name you normally do business as (DBA) or another name your entity is known by.	No
Business Website	Enter your business website. Use full URL format, e.g.: https://www.example.com.	No
City	Enter your company's primary mailing address city.	Yes
Exempt Payee Code	If you are exempt from backup withholding and/or FATCA reporting, provide any EPC that may apply to you. For EPC and additional instructions, please refer to the instructions located on IRS form W-9, which can be found here http://www.irs.gov/forms-instructions	No
Legal Business Name	An organization should enter the name shown on its charter, articles of incorporation, or other legal documents that created the organization. Do not abbreviate names.	Yes
MBE/WBE/SDVOBE Check Boxes	Select all applicable options that apply to your company.	No
State Province	Select the state from the drop-down.	Yes
Street Address 1	Enter your company's primary mailing address.	Yes
Street Address 2	If Street Address 1 is a P.O. Box, enter the physical street address here.	No
Tax Identification Type	First, select whether your company uses a EIN or SSN: EIN - an additional field will appear below to document your company's EIN. SSN - Do not submit the SSN on this form. Review the information in the box that appears for additional guidance.	Yes
What kind of business do you have?	Select the entity type doing business with New York State.	Yes
Zip/Postal Code	Enter the zip or postal code.

Complete the Contact Information Page: This page asks you to provide information specific to your company. For reference, see the Field Notes table below. Once the page is complete, click the Continue button.

Field Name	Field Notes

Field Name

Field Notes

Primary Contact Information

The contact information for the person who makes legal and business decisions in the organization. This person will be contacted with questions regarding contractor information on file.

Accounts Receivable Contact

Checking the box at the top of this section will identify the Primary Contact and the Accounts Receivable Contact as the same person.

The contact information for a representative in accounts receivable who handles payments and company finances.

Authorized Signatory Contact

Checking the box at the top of this section will identify the Primary Contact and the Authorized Signatory Contact as the same person.

The contact information for a party with the ability view, collaborate on, and sign contract documents.

Complete the Certification Page: This page asks you to review the Charge Ready NY Program Implementation Manual (PDF) and the Charge Ready NY Equipment Owner Agreement (PDF). You must answer the questions on this page before you can sign the document with an Electronic Signature. (For reference, see the Sample Full Certification Page to the right of this step.)

To provide an Electronic Signature, follow the Electronic Signature Instructions below.

Once you have signed the document, the Continue button will appear for you to click.

Documents Page: This page allows you to review your submitted application and its status. Click Continue to move forward with the process.

Submission Confirmation Page: This page requests you click the Submit button to complete this application.

Your application is not fully submitted until you click the Submit button and receive the green notification box confirming that your application has been successfully submitted.

Electronic Funds Transfer: If the Participant Agreement is approved, the applicant has the option to register for Electronic Funds Transfer.

The Authorized Signatory Contact (as listed on the Participant Agreement) should be the person filling out the form. A phone number should be included because NYSERDA will contact the applicant to fully verify their information.

3.1. Electronic Signature Instructions

The steps below guide you on how to sign your application with Electronic Signature.

At the bottom of the Certification page, click on the Electronic Signature button.

The page will redirect for you to review and sign the document. Check the Box and click Continue.

You can also click on the Other Actions menu to finish signing later or to get other supports.

After you review the document, click on the Start button for the page to redirect you to sign.

At the bottom of the page, click on the Sign button.

Review your signature then click the Adopt and Sign button.

Click on the Finish button to complete your Electronic Signature process. The page will redirect back to the Certification page.

4. Procedure 2: Project Application

Completing your Project Application is the second step. While you can start a Project Application without a Participant Agreement, you cannot complete it until the Participant Agreement is completed and submitted.

The Project Application contains nine (9) separate pages. Review the information in the blue box at the top of the page. It provides high-level guidance and requirements that may be necessary for you to complete each page.

Fields marked with a red asterisk ( * ) are required and must be completed before you can move on to the next page.
Fields with thesymbol contain helpful field guidance and instructions that appear as tooltips when hovering your cursor over the symbol. The information in these tooltips is designed to help ensure that you are providing the correct information. Not all fields contain this symbol.
Clicking Continue at the bottom of any page 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 Project Application, log into the NYSERDA Salesforce Partner Portal and follow the instructions below.

Access the Project Application Form: Access the form via the Submit a New Application tab in the NYSERDA Salesforce Partner Portal and click the Charge Ready NY box.

Project Info Page: Select the appropriate option under the Who is applying section. Once the option is selected, click the Save button to continue. See the Roles Definition table below this step, for more about roles that are available to select.

Role	Definition

Role	Definition
Equipment Owner	The entity that purchases the Charging Equipment. The Equipment Owner may be the recipient of the incentive payment and is responsible for providing charging data to NYSERDA for a period of five years.
Installer	The entity that installs the Charging Equipment. The Installer may or may not be the same as the Equipment Owner.
Site Owner	The owner of the site at which the Charging Equipment is installed. The Site Owner may or may not be the same as the Equipment Owner.
Payee	The entity that will be receiving the incentive payment. The Payee may or may not be the same as the Equipment Owner.

Project Contacts Page: The Project Contacts page must contain four contacts (Site Owner, Installer, Payee, and Equipment Owner) before you can proceed to the next page. Some contacts for your application may already be populated on this page. To add one or more of the four contacts, click the Add a Contact link for each contact and complete, at minimum, the required fields. Then click the Save Changes button to finish adding a new contact. Once all four contact roles are added, click the Continue button to move to the next page.

There must be one primary contact for each field, but there can be multiple contacts in each field.

Site Information Page: This page requires you to document the project site. To add the Project Site, click the Add a Site link to add an eligible site. A modal window will appear. For details, see the Site Type descriptions in the table below this step. Complete, at minimum, all required fields and click Save. Once you have added the site, click the Continue button.

Once you start typing in the Address field, it will provide a list of suggestions. Selecting the suggested address will autofill all required fields except for Site Type.

Site Type	Definition

Site Type	Definition
Publicly Owned Facility	If this is a municipal lot, the price for EV parking can be no more than the municipality’s on-street parking rate.
Multi-Unit Dwelling (MUD)	Must have ten (10) or more connected housing units (Motels/hotels are considered MUDs).
Workplace	More than 50% of available parking must be for employees.

Note: Assigned parking spaces are reserved for an individual driver/apartment or reserved for fleet vehicles. Unassigned parking spaces are available for anyone in general parking lot locations.

Note: Assigned parking spaces are reserved for an individual driver/apartment or reserved for fleet vehicles. Unassigned parking spaces are available for anyone in general parking lot locations.

Equipment Information Page: This page asks you to add eligible equipment models to receive additional incentives. Use the Model drop-down menu to add your equipment, then select the quantity and click Add. Once all eligible modules are added, review your Total Estimated NYSERDA Incentive amount and click the Continue button.

Installation Status: This page asks you to select your application type. Once the application type is selected/filled out, click the Continue button.
If you are applying for a Rebate for Charging Equipment that has already been installed and is currently operational, additional information is required to be filled out.

For reference, samples of Pre-Approval and Rebate screens are provided to the right.

Charging Station Information Page: This page requires you to enter details for each individual charging station. Once all required fields are completed, click Continue.

If your network provider uses a unique identification number to track charging stations separate from serial numbers and network IDs, please enter in the Unique ID field for each station.

This page will only appear if you selected the rebate for charging equipment that has already been installed and is currently operational.

Project Documents Page: This page requires you to upload all required documentation and any optional documents you would like to have reviewed as part of your application. To add required documents, click the Choose File button for each required document to locate the file on your computer and upload to the application. Repeat for the Other Documents section to upload any optional documents. Once all documents are successfully uploaded, click Continue.

Application Review Page: This page asks you to review all application information carefully to ensure that applicant, project contacts, and project site(s) information is complete and accurate before continuing. Once you finish reviewing the application, click the Continue button.

Project Submission Page: This page asks you to review and certify all statements within the page before your submission. After you check every box to certify the statements, click the Submit button to submit the project application.

Your application will be reviewed within 10 days of submission. If any corrections are needed, you will receive a request via email.

Application Approval: After the project submission, once your application is approved, an email notification will be sent out notifying your application status.

If you selected the Pre-Approval Application Type on the previous pages, continue to the Step 3: Pre-Approval Application Resubmission page and follow the remaining steps to complete your pre-approval project application.

5. Procedure 3: Pre-Approval Resubmission

Once you complete the initial Pre-Approval Project Application, an email will be sent out notifying your application status. If application is approved, the applicant will receive 180 days to re-submit the project application for final approval.

The Project Application contains five (5) separate pages. Review the information in the blue box at the top of the page. It provides high-level guidance and requirements that may be necessary for you to complete each page.

Fields marked with a red asterisk ( * ) are required and must be completed before you can move on to the next page.
Fields with thesymbol contain helpful field guidance and instructions that appear as tooltips when hovering your cursor over the symbol. The information in these tooltips is designed to help ensure that you are providing the correct information. Not all fields contain this symbol.
Clicking Continue at the bottom of any page will save your progress (if all required fields have been completed) should you be unable to complete the agreement in one sitting.