On-Site Energy Manager Program

Description of goods to services to be bid:

Summary of Revisions 6/15/2026

The following changes have been made to PON 3701, On-site Energy Manager Program:
• Various programmatic updates and clarifications throughout the PON including but not limited to the OsEM bonus, cost-share eligibility, building eligibility, and invoicing.
• Attachment B: OsEM Concept, Attachment C: Scope of Work Requirements, and Attachment D: Budget Template can now be found on the OsEM Program Resources webpage: https://www.nyserda.ny.gov/All-Programs/On-Site-Energy-Manager/Resources
o These attachments have been removed from PON 3701.
• Attachment E: Terms and Conditions has been updated and re-lettered to Attachment B: Terms and Conditions.
• Scope of Work Requirements:
o The Climate Resiliency Questionnaire is required for all new applications and has been added as a task and deliverable.
o The FlexTech PSS is a required final deliverable at the completion of the OsEM engagement.

SUMMARY OF REVISIONS 10/27/2025

The following changes have been made to PON 3701, On-site Energy Manager Program:
• Applications will be accepted on a first-come, first-serve basis dependent on funding availability until December 31, 2030 by 3:00 PM Eastern Time.
• Attachment A: On-site Energy Manager Application has been removed and replaced with a new Application User Guide.
• Section IV. Funding & Invoicing
• Updated to reflect one post-engagement bonus, effective 1/1/2026.
• Section V. Program Participation
• Section added to provide information on applying to the program.

SUMMARY OF REVISIONS

The following changes have been made to PON 3701, On-site Energy Manager Program:
• Adjusted cost-share to 75% for Industrial Customers in Disadvantaged Communities.
• Adjusted cost-share to 75% for Commercial Hospital projects meeting the Safety Net or Disadvantaged Community designation criteria.
• Adjusted cost-share to 90% for P-12 School Priority Districts.
• Unless otherwise approved by NYSERDA, an On-site Energy Manager must account for a minimum of 75% of the total hours funded under the engagement.
• Various programmatic updates and clarifications throughout the PON and attachments.
The following attachments have also been updated:
• Attachment A: Program Application
• Attachment B: OsEM Concept Requirements
• Attachment E: Terms and Conditions

PON 3701 HAS BEEN REVISED.

The following changes have been made:
• Affordable and Market Rate multifamily customers are now eligible to participate.
• Under-resourced P-12 schools are now eligible to participate.
• Various programmatic updates and clarifications throughout the PON and attachments.
The following attachments have been updated:
Attachment A: Application
Attachment B: OsEM Concept Requirements
Attachment C: Scope of Work Requirements
Attachment D: Budget Template
Attachment E: Terms and Conditions

PON 3701 HAS BEEN REVISED. The following changes have been made:

Various programmatic clarifications related to project eligibility and requirements, program procedures, and cost share.

The following attachments have been updated:
• Attachment A: Application
• Attachment B: OsEM Concept Requirements
• Attachment C: Scope of Work Requirements
• Attachment D: Budget Template
• Attachment E: Terms and Conditions

If changes are made to this solicitation notification will be posted on NYSERDA’s website at: www.nyserda.ny.gov/funding-opportunities

Eligibility/Qualifications Requirements/Preferences:

Updated 10/27/2025

On-site Energy Manager Program applicants in NYS in the Commercial, Industrial, or Multifamily sectors that pay into the electric System Benefits Charge (SBC).A limited amount of funding is also available to certain Affordable Multifamily non-SBC paying Customers. Applications are accepted until funds are exhausted or December 31, 2030, whichever comes first.

On-site Energy Manager Program applicants in NYS in the Commercial or Industrial sectors that pay into the electric System Benefits Charge (SBC).A limited amount of funding is also available to certain Commercial non-SBC paying Customers. Applications are accepted until funds are exhausted or December 31, 2025, whichever comes first.

Business enterprises awarded an identical or substantially similar procurement contract within the past five years:

none

Service-Disabled Veteran-Owned Business (SDVOB)

SDVOB Goal: 0.00%

Minority / Women Business Enterprise contracting goals (MWBE)

MBE Goal: 0.00%

WBE Goal: 0.00%

Disadvantaged Business Enterprise contracting goals (DBE)

DBE Goal: 0.00%

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