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Introduction 

Congratulations on this milestone. Here is what to expect.

Your NYSERDA Project Manager will be reaching out shortly to touch base with you on next steps. Once the generator is registered and producing, it is important to understand the following:

  • In order for all eligible generation (including test energy) to be correctly flagged Tier-1, Seller must dispute any generation loaded to NYGATS before the Statement of Qualification (SoQ) is issued. If a Seller does not adhere to this requirement, NYGATS will not be required to update RECS already created. Once the SoQ has been issued, Seller and NYSERDA will coordinate with NYGATS to accept the Tier 1 REC creation.
  • The Agreement’s Delivery Start Date is the first of the month following the project’s Commercial Operation date. The NYGATS Account Holder for the project is able to sell Tier-1 RECs on the open marked prior to the Delivery Start of the NYSERDA’s agreement. For example, if you declare Commercial Operation and start generating electricity on August 17, the Delivery Start Date will be September 1. Sellers are free to sell Tier -1 RECs generated from August 17th through August 31st to any interested party.


Instructions

UI Steps
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UI Step

Seller to review Tier 1 – Obtaining a Statement of Qualification Guide.

After receiving your SoQ, please send it to your NYSERDA Project Manager who is indicated in the Portal for your project as this is a requirement of Operational Certification (Op Cert) for your NYSERDA REC Agreement.


UI Step

Seller and NYSERDA Project Manager to schedule a Pre-Operational Certification Meeting.

A typical agenda will include discussion of the following:

  • 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.


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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 Project Manager.  Additional documents will be required in order to process a change to the Payee W-9 Tax ID No.

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  • Add or Update Banking Account Information - EFT Form

    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.

  • Amendment of the REC Agreement  
    At a minimum, the Installed Capacity will be added to Schedule 1. Additional modifications may be necessary. The NYSERDA Project Manager will provide draft amendment to the Seller for review.
Tip

If a Payment Assignment or Modification is required, additional time will be required to process. The NYSERDA Project Manager will work with the NYSERDA Settlements Manager to ensure that any Payment Assignment or Modification is processed and approved prior to commencement of payments.

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

  • Project Role Update Form

Seller to provide a completed Project Role Update Form which will include an updated list of project specific contacts for once the project becomes operational, including an Asset Manager and Billing contact. Seller can provide an updated Project Role Update Form again at any point in the future to update roles/contacts in the Portal. 

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.

Tip

Did you know? A Contact can be provided with Read Only Access to the Portal, which will allow that individual to only view the project record and related documents, including invoice payments. They will not be able to edit any fields or upload any documents. Email your NYSERDA Project Manager to request.

UI Step

Add or Update Banking Account Information - EFT Form

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

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UI Step

Project Specific Operational Certification Checklist 
The NYSERDA Project Manager will provide a project specific Operational Certification checklist that will identify additional documents that will be required in order to achieve Operational Certification.To be completed within 10 days of the Bid Facility’s Commercial Operation Date.    

Tip

Review the generic Operational Certification Request Checklist as a preview of what may be expected to be provided. 

  • Once Seller has addressed all items provided in the Project Specific Operational Certification Checklist, Seller will upload a completed checklist to the appropriate document slot and all corresponding documentation in the Portal and notify the NYSERDA Project Manager. To be completed within 10 days of the Bid Facility’s Commercial Operation Date. 
  • NYSERDA Project Manager will review and alert the Seller 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. 


UI Step

Operational Certification Handover Meeting

Once Operational Certification is achieved, the NYSERDA Project Manager and Seller will schedule a handover call with the NYSERDA settlements team to review the invoicing process and answer any questions.

To better understand how Index REC payments are calculated please visit Tier 1 - REC Index Pricing Structure and Calculations.


UI Step

Reminders

Once operating, be sure to provide hourly generation data on at least a quarterly basis. Send to GENDATA@nyserda.ny.gov, or contact your NYSERDA Project Manager to arrange an alternate delivery method.

Review NYGATS Operating Rules. For questions related to your NYGATS Account, see NYGATS contacts. For questions related to Tier 1 eligibility, contact Marci.Brunner@nyserda.ny.gov or your NYSERDA Project Manager.


UI Step

Be sure to refer to the current NYSERDA Project Manager listed in the Portal.

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