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Large Scale Renewables: External Portal Knowledge Base (PORTAL USERS)


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Forms and Templates


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titleAuthorization of Payment for Disregarded Entities
urlhttps://knowledge.nyserda.ny.gov/download/attachments/72909120/Authorization%20of%20Payment%20Form%20FINAL%203.16.23.docx?api=v2

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Adding/Updating Banking Account Information - EFT Form
Change of Control Contracting Form - Operational Projects
urlhttps://knowledge.nyserda.ny.gov/
pages/viewpage.action?pageId=145588234
download/attachments/72909120/NYSERDA%20COC%20Contracting%20Form%20Template%20Operational%20Projects_Sept%202022%20revised.pdf?api=v2

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Change of Control Contracting Form - Operational Projects
Assignment of Payment Sample
urlhttps://knowledge.nyserda.ny.gov/download/attachments/72909120/
NYSERDA%20COC%20Contracting%20Form%20Template%20Operational%20Projects_Sept%202022%20revised
NYSERDA_Tier%201%20-%20Assignment%20of%20Payment_Draft.pdf?api=v2

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title
Change of Control Contracting Form - Development Projects
Prevailing Wage CPA Attestation Form
urlhttps://knowledge.nyserda.ny.gov/download/attachments/72909120/
NYSERDA%20COC%20Contracting%20Form%20Template%20Development%20Projects_Sept%202022%20revised
Form%20Prevailing%20Wage%20CPA%20Attestation%20fillable.pdf?api=v2

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title
Assignment of Payment Sample
Sample W-9 Form
urlhttps://knowledge.nyserda.ny.gov/download/attachments/72909120/
NYSERDA_Tier%201%20-%20Assignment%20of%20Payment_Draft
W9%20Sample.pdf?api=v2

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Prevailing Wage Contractor Certification Form
Vendor Responsibility Checklist
urlhttps://knowledge.nyserda.ny.gov/download/attachments/72909120/
Form%20Prevailing%20Wage%20Contractor%20Certification%20fillable
Vendor%20Responsibility%20Checklist.pdf?api=v2

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title
Prevailing Wage CPA Attestation
Adding/Updating Banking Account Information - EFT Form
urlhttps://knowledge.nyserda.ny.gov/
download/attachments/72909120/Form%20Prevailing%20Wage%20CPA%20Attestation%20fillable.pdf?api=v2
pages/viewpage.action?pageId=145588234

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Amended and Restated Mutual Termination Agreement
Change of Control Contracting Form - Development Projects
urlhttps://knowledge.nyserda.ny.gov/download/attachments/72909120/
Tier-1%20Form%20of%20AR%20Mutual%20Termination%20Agreement
NYSERDA%20COC%20Contracting%20Form%20Template%20Development%20Projects_
Fillable
Sept%202022%20revised.pdf?api=v2

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Sample W-9
Prevailing Wage Contractor Certification Form
urlhttps://knowledge.nyserda.ny.gov/download/attachments/72909120/
W9%20Sample
Form%20Prevailing%20Wage%20Contractor%20Certification%20fillable.pdf?api=v2

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title
MWBE and SDVOB Reporting Form
Amended and Restated Mutual Termination Agreement
urlhttps://knowledge.nyserda.ny.gov/download/attachments/72909120/
MWBE%20and%20SDVOB%20REPORTING%20FORM.docx
Tier-1%20Form%20of%20AR%20Mutual%20Termination%20Agreement_Fillable.pdf?api=v2

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title
Vendor Responsibility Checklist
MWBE and SDVOB Reporting Form
urlhttps://knowledge.nyserda.ny.gov/download/attachments/72909120/
Vendor%20Responsibility%20Checklist
MWBE%20and%20SDVOB%20REPORTING%20FORM.
pdf
docx?api=v2



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Process/Instructions


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titleRequest a Transfer of a Provisional Project in NYGATS
urlhttps://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=145589438

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titleReview
Salesforce Invoice Payments
and Approve Balance Collection Invoices
urlhttps://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=
81854931
148507319

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titleReview
and Approve Balance Collection Invoices
Salesforce Invoice Payments
urlhttps://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=
148507319
81854931



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LSR Salesforce Management


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titleAdd New Salesforce Portal Users
urlhttps://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=72909101

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title
Deactivate Portal User
Grant or Rescind Salesforce Portal Admin Access
urlhttps://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=
72909154
72909107

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titleGrant or Rescind Salesforce Portal Admin Deactivate Portal User Access
urlhttps://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=7290910772909154

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titleAdd Project Equipment
urlhttps://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=138842954



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Tier 1

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titleTier 1 - Quarterly Reporting
urlhttps://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=78741578
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title
Obtain a Statement of Qualification
REC Index Pricing Structure and Calculations
urlhttps://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=
89718959
286949464
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title
REC Index Pricing Structure and Calculations
Obtain a Statement of Qualification
urlhttps://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=
286949464
89718959

 Operational Certification

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titleWhat to Expect for Tier 1 Operational Certification and After
urlhttps://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=161288662
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titleOperational Certification Generic Checklist
urlhttps://knowledge.nyserda.ny.gov/download/attachments/72909120/Operational%20Certification%20Request%20Checklist_External.xlsx?api=v2

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titleForm A: P[50] 8760 Template
urlhttps://knowledge.nyserda.ny.gov/download/attachments/72909120/OpCert%20Form%20A%20%28P%5B50%5D%208760%20Template%29.xlsx?api=v2
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titleForm B: Permits and Approvals
urlhttps://knowledge.nyserda.ny.gov/download/attachments/72909120/OpCert%20Form%20B%20%28Permits%20and%20Approvals%29.xlsx?api=v2

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titleForm C: Site Control
urlhttps://knowledge.nyserda.ny.gov/download/attachments/72909120/OpCert%20Form%20C%20%28Site%20Control%29.xlsx?api=v2
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titleForm D: Seller's Operational Certification Request Letter
urlhttps://knowledge.nyserda.ny.gov/download/attachments/72909120/OpCert%20Form%20D%20%28Seller%27s%20Operational%20Certification%20Request%20Letter%29_V4.pdf?api=v2

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Section

Offshore Wind (OSW)

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titleOSW - Quarterly Reporting
urlhttps://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=121833490



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backgroundPositioncenter center

Tier 4

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titleTier 4 - Quarterly Reporting
urlhttps://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=136775728

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