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

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Forms

,

and Templates

and Instructions:

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

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Process/Instructions

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color	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

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

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color	blue
size	small
display	block
title	Review and Approve Balance Collection Invoices
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=148507319

Aura - Background Content

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LSR Salesforce Management

Salesforce Portal Guides:

UI Button

color	blue
size	small
display	block
title	Adding Add New Salesforce Portal Users
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=72909101

UI Button

color	blue
size	small
display	block
title	Deactivate Portal User Access
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=72909154

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

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

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Post Award Guides:

Tier 1

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color	blue
size	small
display	block
title	Tier 1 - Obtaining - Quarterly Reporting
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=78741578

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color	blue
size	small
display	block
title	Obtain a Statement of Qualification
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=89718959

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title
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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
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Reviewing Salesforce Invoice Payments

What to Expect for Tier 1 Operational Certification and After
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=

81854931

161288662

UI Button

title
color	blue
size	small
display	block

Reviewing and Approving Balance Collection Invoices

Operational Certification Generic Checklist
url	https://knowledge.nyserda.ny.gov/download/attachments/

pages

72909120/

viewpage

Operational%20Certification%20Request%20Checklist_External.

action

xlsx?

pageId

api=

148507319

v2

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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:

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Land based Quarterly Reporting

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

pages/viewpage.action?pageId=78741578

download/attachments/72909120/OpCert%20Form%20B%20%28Permits%20and%20Approvals%29.xlsx?api=v2

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title
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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

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title
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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

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backgroundImageHrefType	link
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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

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padding	10
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containerMinHeight	450
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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

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Versions Compared

Old Version 30

New Version Current

Key

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

Forms

and Templates

Process/Instructions

LSR Salesforce Management

Salesforce Portal Guides:

Tier 1

Offshore Wind (OSW)

Tier 4

Space shortcuts

Page History

Versions Compared

Old Version 30

New Version Current

Key

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

Forms

and Templates

Process/Instructions

LSR Salesforce Management

Salesforce Portal Guides:

Tier 1

Offshore Wind (OSW)

Tier 4