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Introduction 

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Procedure

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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.


Updating the Project Schedule

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Locate and access the project record in Salesforce. Then click the Details tab.


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


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Review each numbered milestone (1-40) and update the following fields for each, as needed:

Field NameRequirements
DescriptionProvide a brief status description (~1-3 sentences).
Start/End DatesInput actual or expected dates. Start and End dates can be the same for discrete events.
Percentage CompleteUpdate the progress towards the milestone completion.





Creating the Project Narrative

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


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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 NameDetails/Requirements
Local Outreach
  • 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.
Permitting ApproachNote any change in project’s permitting strategy vis-à-vis SEQR, Article 10, or the Office of Renewable Energy Siting (ORES).  
Challenges and SuccessesOther updates, including challenges, successes, or commercial risks to the project and the strategy to minimize/mitigate such risk.  





Adding Attachments (if applicable)

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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, and/or
  • Prevailing Wage documentation.




Grant or Rescind Salesforce Portal Admin Access

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