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 the
symbol 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 |
|---|---|---|
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:
| 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. |