Review Payee W-9 Tax ID No. to ensure payments are sent to the correct entity.
To view the Payee W-9 Tax ID No. log into Salesforce, then locate and access the correct Project Record.

Once in the Project Record, click the Details tab and review the Payee W-9 Tax ID No. in the Project Information. Verify that the Payee W-9 Tax ID No. is correct. If not, please contact your NYSERDA Project Manager. Additional documents will be required in order to process a change to the Payee W-9 Tax ID No.

At a minimum, Installed Capacity will need to be added to Schedule 1. Additional modifications may be necessary, such as updating the Seller’s contact information in Section 19.01 Notices. The NYSERDA Project Manager will provide draft amendment to the Seller for review.

Important to Note: Execution of the Amendment to the REC Agreement is needed to achieve Operational Certification.

 The NYSERDA Project Manager will discuss return and/or partial retention of contract security, per your REC Agreement.

Seller to review Project Roles listed in the LSR Portal and notify the NYSERDA Project Manager of any updates. Seller to identify an Asset Manager (primary contact once the project is operational) and Billing Contact (individual who will receive invoice notifications). Seller is responsible for ensuring Project Roles listed in the LSR Portal are kept up to date.

Any Billing Contacts provided will receive automated messages for invoice payments. At least one Billing Contact must have Portal access to review and approve invoices.

Only once the Payee W-9 Tax ID No. is confirmed to be correct by the Seller in the LSR portal, to avoid processing errors and a delay in payment, it is highly recommended that you enroll to receive payments via ACH for the Payee Tax ID No. and Payee Supplier entity listed in the Portal. For information on how to set up, please visit Adding/Updating Banking Information – EFT Form.

For projects that settle with the Index REC methodology, Seller must fill out theNYISO CARC Waiveron company letterhead and submit to NYISO with copy to NYSERDA.

The NYSERDA Project Manager will provide a project-specific Operational Certification checklist that identifies documents/items required in order to achieve Operational Certification. Please complete checklist and provide all documentation promptly.

• Once you have addressed all items provided in the project-specific Operational Certification checklist, upload the completed checklist and all corresponding documentation to the Portal “(OP-CERT) - Operational Certification Documents” document slot and notify the NYSERDA Project Manager.
• NYSERDA Project Manager will review and alert you of any deficiencies. 
• Once deficiencies are cured, NYSERDA will complete its Operational Certification review and make a determination (typically within 30 days). 
• Seller will be notified by NYSERDA via email of the Operational Certification review determination.