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

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Forms

,

and Templates

and Instructions:

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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 Adding/Updating Banking Account Information - EFT Form
url https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=145588234
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title
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 Change of Control Contracting Form -
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
Change of Control Contracting Form - 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

https://knowledge.nyserda.ny.gov/download/attachments/72909120/Form%20Prevailing%20Wage%20CPA%20Attestation%20fillable.pdf?api=v2

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Process/Instructions

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Requesting

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

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Instructions for Change Requests

Review Salesforce Invoice Payments
url	https://knowledge.nyserda.ny.gov/

download/attachments/72909120/Instructions%20for%20Change%20Requests%20Matrix_May%202023.pdf?api=v2

pages/viewpage.action?pageId=81854931

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Prevailing Wage Contractor Certification Form

Review and Approve Balance Collection Invoices
url	https://knowledge.nyserda.ny.gov/

download/attachments/72909120/Form%20Prevailing%20Wage%20Contractor%20Certification%20fillable.pdf?api=v2

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title

Prevailing Wage CPA Attestation Form

url

pages/viewpage.action?pageId=148507319

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LSR Salesforce

Portal Guides:

Management

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title	Adding Add New Salesforce Portal Users
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=72909101

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title	Deactivate Portal User Access
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=72909154

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title	Grant or Rescind Salesforce Portal Admin Access
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=72909107

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title	Adding Add Project Equipment
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=138842954

Post Award Guides:

Tier 1

- Obtaining a Statement of Qualificationurl

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https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=89718959

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title	Tier 1 - REC Index Pricing Structure and CalculationsQuarterly Reporting
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=11072450678741578

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Reviewing Salesforce Invoice Payments

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

81854931

89718959

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Reviewing and Approving Balance Collection Invoices

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

148507319

110724506

OSW

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Quarterly Reporting Guides:

Offshore Wind (OSW)

url

https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=78741578

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Land based Quarterly Reporting

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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title	Tier 4 - Quarterly Reporting
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=136775728

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Versions Compared

Old Version 30

New Version 31

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 30

New Version 31

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