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

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Forms

&

and Templates

:

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

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title
Electronic Funds Transfer for
Adding
and
/Updating Banking Account Information - EFT Form
url https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=145588234
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title
NYSERDA Tier 1 - Assignment of Payment Sample
Change of Control Contracting Form - Operational Projects
url https://knowledge.nyserda.ny.gov/download/attachments/72909120/
NYSERDA_Tier%201%20-%20Assignment%20of%20Payment_Draft
NYSERDA%20COC%20Contracting%20Form%20Template%20Operational%20Projects_Sept%202022%20revised.pdf?api=v2
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title
NYSERDA
Change of Control Contracting Form
Template Operational
- Development Projects
url https://knowledge.nyserda.ny.gov/download/attachments/72909120/
NYSERDA%20COC%20Contracting%20Form%20Template%20Operational%20Projects
NYSERDA%20COC%20Contracting%20Form%20Template%20Development%20Projects_Sept%202022%20revised.pdf?api=v2
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title
NYSERDA Change of Control Contracting Form Template Development Projects
Assignment of Payment Sample
url https://knowledge.nyserda.ny.gov/download/attachments/72909120/
NYSERDA%20COC%20Contracting%20Form%20Template%20Development%20Projects_Sept%202022%20revised
NYSERDA_Tier%201%20-%20Assignment%20of%20Payment_Draft.pdf?api=v2
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title
Requesting a Transfer of a Provisional Project in NYGATS
Prevailing Wage Contractor Certification Form
url https://knowledge.nyserda.ny.gov/download/attachments/
pages
72909120/
viewpage
Form%20Prevailing%20Wage%20Contractor%20Certification%20fillable.
action
pdf?
pageId
api=
145589438
v2
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title
Instructions for Change Requests
Prevailing Wage CPA Attestation Form
url https://knowledge.nyserda.ny.gov/download/attachments/72909120/
Instructions%20for%20Change%20Requests%20Matrix_May%202023
Form%20Prevailing%20Wage%20CPA%20Attestation%20fillable.pdf?api=v2

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Process/Instructions

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Salesforce Portal Guides:

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

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title	Review Salesforce Invoice Payments
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=81854931

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size	small
display	block
title	Review and Approve Balance Collection Invoices
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=148507319

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Adding New Salesforce Portal Users

Contract Form Instructions: RESRFP23-1
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=

72909101

232161310

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LSR Salesforce Management

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title	Deactivate Portal User AccessAdd New Salesforce Portal Users
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=7290915472909101

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size	small
display	block
title	Grant or Rescind Salesforce Portal Admin Deactivate Portal User Access
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=7290910772909154

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title
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Project Equipment Guide

Grant or Rescind Salesforce Portal Admin Access
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=

138842954

72909107

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title	Add Project

Role Definitions

Equipment
url	https://knowledge.nyserda.ny.gov/

download/attachments/72909120/Project%20Role%20Definitions_April%202023.pdf?api=v2

pages/viewpage.action?pageId=138842954

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Post Award Guides:

Tier 1

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title	Obtaining a Statement of Qualification (Tier 1 Projects)- Quarterly Reporting
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=8971895978741578

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Reminders and How to Review and Approve Invoice Payment

Obtain a Statement of Qualification
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=

81854931

89718959

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Tier 1

REC Index Pricing Structure and Calculations
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=110724506

Operational Certification

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Balance Collection Review and Approve Invoice

What to Expect for Tier 1 Operational Certification and After
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=

148507319

161288662

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title	Operational Certification Generic Checklist
url	https://knowledge.nyserda.ny.gov/download/attachments/72909120/Operational%20Certification%20Request%20Checklist_External%20Version4.xlsx?api=v2

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title	Form A: P[50] 8760 Template
url	https://knowledge.nyserda.ny.gov/download/attachments/72909120/OpCert%20Form%20A%20%28P%5B50%5D%208760%20Template%29.xlsx?api=v2

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title	Form B: Permits and Approvals
url	https://knowledge.nyserda.ny.gov/download/attachments/72909120/OpCert%20Form%20B%20%28Permits%20and%20Approvals%29.xlsx?api=v2

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title	Form C: Site Control
url	https://knowledge.nyserda.ny.gov/download/attachments/72909120/OpCert%20Form%20C%20%28Site%20Control%29.xlsx?api=v2

Quarterly Reporting Guides:

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Land based Quarterly Reporting

Form D: Seller's Operational Certification Request Letter
url	https://knowledge.nyserda.ny.gov/download/attachments/

pages

72909120/

viewpage

OpCert%20Form%20D%20%28Seller%27s%20Operational%20Certification%20Request%20Letter%29_V4.

action

pdf?

pageId=78741578

api=v2

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Offshore Wind (OSW)

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size	small
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title	OSW - Quarterly Reporting
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=121833490

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title	OSW - DAC Benefits Template
url	https://knowledge.nyserda.ny.gov/download/attachments/72909120/OSW%20Quarterly%20Progress%20Report_DAC%20Benefits%20Template.xlsx?api=v2

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Tier 4

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color	blue
size	small
display	block
title	Tier 4 - Quarterly Reporting
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=136775728

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Versions Compared

Old Version 23

New Version Current

Key

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

Forms

and Templates

Process/Instructions

LSR Salesforce Management

Tier 1

Offshore Wind (OSW)

Tier 4

Space shortcuts

Page History

Versions Compared

Old Version 23

New Version Current

Key

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

Forms

and Templates

Process/Instructions

LSR Salesforce Management

Tier 1

Offshore Wind (OSW)

Tier 4