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

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Forms and Templates

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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	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

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title	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

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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

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

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title	Amended and Restated Mutual Termination Agreement
url	https://knowledge.nyserda.ny.gov/download/attachments/72909120/Tier-1%20Form%20of%20AR%20Mutual%20Termination%20Agreement_Fillable.pdf?api=v2

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title	Sample W-9 Form
url	https://knowledge.nyserda.ny.gov/download/attachments/72909120/W9%20Sample.pdf?api=v2

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title	MWBE and SDVOB Reporting Form
url	https://knowledge.nyserda.ny.gov/download/attachments/72909120/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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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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title	Review Salesforce Invoice Payments
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=81854931

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title	Review and Approve Balance Collection Invoices
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=148507319

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LSR Salesforce Management

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

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Tier 1

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title	Tier 1 - Quarterly Reporting
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=78741578

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title	Obtain a Statement of Qualification
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=89718959

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title	REC Index Pricing Structure and Calculations
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=110724506286949464

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Operational Certification

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title	What to Expect for Tier 1 Operational Certification and After
url	https://knowledge.nyserda.ny.gov/pages/viewpage.action?pageId=161288662

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title	Operational Certification Generic Checklist
url	https://knowledge.nyserda.ny.gov/download/attachments/72909120/Operational%20Certification%20Request%20Checklist_External.xlsx?api=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

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title	Form B: Permits and Approvals
url	https://knowledge.nyserda.ny.gov/download/attachments/72909120/OpCert%20Form%20B%20%28Permits%20and%20Approvals%29.xlsx?api=v2

Offshore Wind (OSW)

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OSW - Quarterly Reporting

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

pages

72909120/

viewpage

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

action

xlsx?

pageId

api=

121833490

v2

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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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Offshore Wind (OSW)

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

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Tier 4

UI Button

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size	small
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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 33

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 33

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