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Introduction

All projects from contract execution through commercial operation must submit quarterly reports through the LSR portal. Reports are due March 1, June 1, September 1, and December 1. The quarterly report consists of an updated project schedule and project narrative, plus attachments where applicable.

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UI Steps

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UI Step

Locate

Log into the Salesforce Portal and access

the project record in Salesforce. Then click the Details tab.

the Projects Tab. Access the Project Record in Salesforce by clicking the link in the Project Name column.

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UI Step

On the Details tab, scroll down to the Project Milestones section.

From within the Project Record, click the Manage Milestones button above the Project Details section.

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UI Step
Review each numbered

milestone

Milestone (1-40)

and update

. You can filter the milestones using the Development Stage drop-down or view all milestones by leaving this drop-down on None.

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UI Step

While reviewing each of the 40 Milestones, double-click any cell to edit the cell's contents, or click the Pencil icon in the Edit Column to edit the entire milestone record.

Update the following fields for each

,

milestone as needed:

Field Name	Requirements

Description

Provide a brief status description (~1-3 sentences).

Start/End Dates	Input actual or expected dates. Start and End dates can be the same for discrete events.
Percentage Complete	Update the progress towards the milestone completion.
Status	Provide a brief status description (1-3 sentences).

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UI Step

When all required changes have been made to all milestones, click the Save Milestone button to save your changes.

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UI Step

Once saved, click the Back to Project link to return to the Project Record.

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Recent communication with local governments and community including organized support and opposition groups

Upcoming and recently completed outreach activities (open houses, town/planning board meetings, etc.)

If applicable, list any negotiated local benefits outside of the PILOT and/or HCA.

UI Steps

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UI Step

Within the same project record, select the relevant Progress Report milestone (i.e. "Progress Report - 6/1/2021").

Locate and access the Project Record in Salesforce. If you are continuing the steps from the section above, you will already be on the Project Record.

UI Step

At the top of the Project Record, above the Project Detail section, click the Project Progress Reports option. This will auto-scroll you down to the Project Progress Reports section.

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UI Step

From the Project Progress Reports section, click Edit for the latest progress report row. This opens the Progress Report edit page.

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UI Step
In the

Description field, enter a brief narrative addressing updates to the following items (as well as any other pertinent details not covered by the Project Schedule updates):

Item Name

Details/Requirements

Local Outreach

Permitting Approach

Note any change in project’s permitting strategy vis-à-vis SEQR, Article 10, or the Office of Renewable Energy Siting (ORES).

Challenges and Successes

Other updates, including challenges, successes, or commercial risks to the project and the strategy to minimize/mitigate such risk.

Procurement Plan

Describe the procurement plan for the each of the major equipment items of the renewable energy facility. Please indicate the planned manufacturer, if the Seller will be self-procuring or if the EPC will be procuring, if a purchase order has been executed, when the project is expecting to begin taking receipt of the equipment, when full delivery is expected and if there are any procurement concerns the project is experiencing.

Solar facilities, please provide the procurement stage of each of the following: the panels, inverters, racking and transformers.
Wind facilities, please provide the procurement stage of each of the following: turbine/nacelle, tower, blades and transformers.

Adding Attachments (if applicable)

Progress Report edit page, update the following fields

Field Name	Requirements
Completed Date	Input the date you completed the progress report.
Completed By	Input the individuals name who completed the progress report.
Status	Update the status to: Draft: Report is in draft form Completed: Report is completed, or Revised: Report has been revised since being completed. A status of Completed indicates to NYSERDA staff that the report is ready to be reviewed.
Progress Report Description	Use this section for the narrative about the project.

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UI Step
After updating all required fields and inputing the project narrative, click Save either at the top or the bottom of the page to save your progress report updates.

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UI Steps

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UI Step

Upload required attachments to the corresponding document slots as available. Required attachment could include:

Copies of any permits or approvals granted

;

, and/or
Copies of any correspondence (of any type) denying or refusing any permit or approval

;

Prevailing Wage documentation;

Insurance Certificates – Reminder to deliver Insurance Certificates to [email protected] prior to commencement of construction.

If available

,

please provide project financial model and/or independent engineering report. This information will be used for internal purposes in an effort to track expected and actual capital and operating costs; and/or

For projects in construction, Project Photos – NYSERDA welcomes Sellers to provide media content (e.g., images, videos, etc.) of the Bid Facility at various phases of construction and operation. NYSERDA would seek permission from the Seller prior to using provided media content in public facing documents.

Info
NYSERDA’s Agreement requires that you collaborate with NYSERDA's Communications Unit, or RES program staff, with regard to the preparation of any press release, public announcement, publication or media interview with respect to the contract or the project. Staff can be contacted by calling 518-862-1090.

and/or
Prevailing Wage documentation.

Grant or Rescind Salesforce Portal Admin Access

Large Scale Renewables Home

Review and Approve Invoice Payment

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Introduction

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Versions Compared

Old Version 8

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Introduction