Image RemovedImage Added

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

Aura - Background Content

backgroundImageHrefType	link
padding	10
backgroundColor	#f0f0f0#002d72
containerMinHeight	250
backgroundSize	cover
contentPosition	flex-start
backgroundPosition	center center

Forms

,

and Templates

and Instructions:

UI Button
color blue
size small
display block
title NYSERDA Authorization of Payment for Disregarded Entities Form
url https://knowledge.nyserda.ny.gov/download/attachments/72909120/Authorization%20of%20Payment%20Form%20FINAL%203.16.23.docx?api=v2

UI Button
color blue
size small
display block
title
Instructions and Form for Electronic Funds Transfer (Adding and
Adding/Updating Banking Account Information
)
- EFT Form
url https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=145588234
UI Button
color blue
size small
display block
title Change of Control Contracting Form - Operational Projects
url https://knowledge.nyserda.ny.gov/download/attachments/72909120/NYSERDA%20COC%20Contracting%20Form%20Template%20Operational%20Projects_Sept%202022%20revised.pdf?api=v2
UI Button
color blue
size small
display block
title
NYSERDA Tier 1 -
Change of Control Contracting Form - Development Projects
url https://knowledge.nyserda.ny.gov/download/attachments/72909120/NYSERDA%20COC%20Contracting%20Form%20Template%20Development%20Projects_Sept%202022%20revised.pdf?api=v2
UI Button
color blue
size small
display block
title Assignment of Payment Sample
url https://knowledge.nyserda.ny.gov/download/attachments/72909120/NYSERDA_Tier%201%20-%20Assignment%20of%20Payment_Draft.pdf?api=v2
UI Button
color blue
size small
display block
title Prevailing Wage Contractor Certification Form
url https://knowledge.nyserda.ny.gov/download/attachments/72909120/Form%20Prevailing%20Wage%20Contractor%20Certification%20fillable.pdf?api=v2
UI Button
color blue
size small
display block
title
NYSERDA Change of Control Contracting Form Template Operational Projects
Prevailing Wage CPA Attestation Form
url https://knowledge.nyserda.ny.gov/download/attachments/72909120/Form%20Prevailing%20Wage%20CPA%20Attestation%20fillable.pdf?api=v2
UI Button
color blue
size small
display block
title Amended and Restated Mutual Termination Agreement
url https://knowledge.nyserda.ny.gov/download/attachments/72909120/
NYSERDA%20COC%20Contracting%20Form%20Template%20Operational%20Projects
Tier-1%20Form%20of%20AR%20Mutual%20Termination%20Agreement_
Sept%202022%20revised
Fillable.pdf?api=v2
UI Button
color blue
size small
display block
title
NYSERDA Change of Control Contracting Form Template Development Projects
Sample W-9 Form
url https://knowledge.nyserda.ny.gov/download/attachments/72909120/
NYSERDA%20COC%20Contracting%20Form%20Template%20Development%20Projects_Sept%202022%20revised
W9%20Sample.pdf?api=v2
UI Button
color blue
size small
display block
title
Instructions to Request a Transfer of a Provisional Project in NYGATS
MWBE and SDVOB Reporting Form
url https://knowledge.nyserda.ny.gov/download/
pages
attachments/72909120/
viewpage
MWBE%20and%20SDVOB%20REPORTING%20FORM.
action
docx?
pageId
api=
145589438
v2
UI Button
color blue
size small
display block
title
Instructions for Change Requests
Vendor Responsibility Checklist
url https://knowledge.nyserda.ny.gov/download/attachments/72909120/
Instructions%20for%20Change%20Requests%20Matrix_May%202023
Vendor%20Responsibility%20Checklist.pdf?api=v2

Aura - Background Content

backgroundImageHrefType	link
padding	10
backgroundColor	#f0f0f0#002d72
containerMinHeight	250
backgroundSize	cover
contentPosition	flex-start
backgroundPosition	center center

Process/Instructions

UI Button

color

Salesforce Portal Guides:

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

UI Button

color	blue
size	small
display	block
title	Review Salesforce Invoice Payments
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=81854931

UI Button

title
color	blue
size	small
display	block

Adding New Salesforce Portal Users

Review and Approve Balance Collection Invoices
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=

72909101

148507319

Aura - Background Content

backgroundImageHrefType	link
padding	10
backgroundColor	#002d72
containerMinHeight	250
backgroundSize	cover
contentPosition	flex-start
backgroundPosition	center center

LSR Salesforce Management

UI Button

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

UI Button

color	blue
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

UI Button

title
color	blue
size	small
display	block

Project Equipment Guide

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

138842954

72909107

UI Button

color	blue
size	small
display	block
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

Aura - Background Content

backgroundImageHrefType	link
padding	10
backgroundColor	#f0f0f0#002d72
containerMinHeight	250450
backgroundSize	cover
contentPosition	flex-start
backgroundPosition	center center

Post Award Guides:

Tier 1

UI Button

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

UI Button

title
color	blue
size	small
display	block

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

UI Button

title
color	blue
size	small
display	block

Tier 1

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

110724506

286949464

Operational Certification

UI Button

title
color	blue
size	small
display	block

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

Aura - Background Content

backgroundImageHrefType	link
padding	10
backgroundColor	#f0f0f0
containerMinHeight	250
backgroundSize	cover
contentPosition	flex-start
backgroundPosition	center center

UI Button

color	blue
size	small
display	block
title	Operational Certification Generic Checklist
url	https://knowledge.nyserda.ny.gov/download/attachments/72909120/Operational%20Certification%20Request%20Checklist_External.xlsx?api=v2

UI Button

color	blue
size	small
display	block
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

Quarterly Reporting Guides:

UI Button

title
color	blue
size	small
display	block

Land based Quarterly Reporting

Form B: Permits and Approvals
url	https://knowledge.nyserda.ny.gov/download/attachments/

pages

72909120/

viewpage

OpCert%20Form%20B%20%28Permits%20and%20Approvals%29.

action

xlsx?

pageId

api=

78741578

v2

UI Button

title
color	blue
size	small
display	block

OSW Quarterly Reporting

Form C: Site Control
url	https://knowledge.nyserda.ny.gov/download/

pages

attachments/72909120/

viewpage

OpCert%20Form%20C%20%28Site%20Control%29.

action

xlsx?

pageId

api=

121833490

v2

UI Button

title
color	blue
size	small
display	block

OSW DAC Benefits Template

Form D: Seller's Operational Certification Request Letter
url	https://knowledge.nyserda.ny.gov/download/attachments/72909120/

OSW%20Quarterly%20Progress%20Report

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

DAC%20Benefits%20Template

V4.

xlsx

pdf?api=v2

Aura - Background Content

backgroundImageHrefType	link
padding	10
backgroundColor	#002d72
containerMinHeight	450
backgroundSize	cover
contentPosition	flex-start
backgroundPosition	center center

Offshore Wind (OSW)

UI Button

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

Aura - Background Content

backgroundImageHrefType	link
padding	10
backgroundColor	#002d72
containerMinHeight	450
backgroundSize	cover
contentPosition	flex-start
backgroundPosition	center center

Tier 4

UI Button

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

HTML

<script type="text/javascript" >
   jQuery(document).ajaxComplete(function() {
      if(jQuery('.ia-fixed-sidebar.collapsed').length == 0 ) {
         jQuery('.expand-collapse-trigger').click();
     };
   });
</script>

<style type="text/css">
#title-text { display: none;} 
#com-atlassian-confluence .page-metadata {display:none;
      #title-text { display: none;}
	 .rwui_button { background-color: #0073A4;margin:0px;}
	 .rwui_button:hover { background-color: #002D72;} 
</style>

Space shortcuts

Versions Compared

Old Version 24

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 24

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