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.

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

• Amendment of the REC Agreement  

At a minimum, Installed Capacity will need to be added to Schedule 1. Additional modifications may be necessary, such as updating the Seller’s contact information in Section 19.01 Notices. The NYSERDA Project Manager will provide draft amendment to the Seller for review.

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

• Return/Retention of Contract Security

The NYSERDA Project Manager will discuss return and/or partial retention of contract security, per your REC Agreement.

• Project Role Updates

Seller to review Project Roles listed in the LSR Portal and notify the NYSERDA Project Manager of any updates to project specific contacts for once the project becomes operational, includingan Asset Manager and Billing Contact. Seller is responsible for ensuring Project Roles listed in the LSR Portal are always up to date.

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.

• Add or Update Banking Account Information - EFT Form
  Only once

• the Payee W-9 Tax ID No.

•  is confirmed to be correct by the Seller in the LSR portal, 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.

• Project-Specific Operational

• Certification Checklist

• The NYSERDA Project Manager will provide a project specific Operational Certification

• checklist that identifies documents/items

• required in order to achieve Operational Certification.

•  Please complete checklist and provide all documentation promptly.

•     

  Tip
  Review the generic Operational Certification Request Checklist

• as a preview of what may be expected.

  • Once you have addressed all items provided in the Project-Specific Operational Certification Checklist, upload the completed checklist and all corresponding documentation to the Portal “(OP-CERT) - Operational Certification Documents” document slot and notify the NYSERDA Project Manager.
  • NYSERDA Project Manager will review and alert you of any deficiencies. 
  • Once deficiencies are cured, NYSERDA will complete its
Operational Certification review
• • Operational Certification review and make a determination (typically within 30 days). 
  • Seller will be notified by NYSERDA via email of
the Operational Certification review
• • the Operational Certification review determination.