New York Truck Voucher Incentive Program - REVISION

Description of goods to services to be bid: The following changes have been made to the New York Truck Voucher Incentive Program eligibility and associated documents: August 12, 2025. Voucher Application Acceptance:- NYTVIP will pause acceptance of new voucher applications for Class 3-8 Zero Emissions Vehicles and Non-Road Equipment until August 2025 Changes to the NYTVIP Implementation Manual:• Structural revisions: NYTVIP now has three funding tracks, the structure of the Implementation Manual has been altered to reflect that.• Changes to Vehicle Eligibility:o Added Class 3 Zero Emission Vehicles (ZEVs)o Added Zero Emission Non-Road Equipmento Paratransit buses no longer eligible (12/2024)o Cargo handling equipment no longer eligible (3/2024)• Changes to funding sources: o Class 3-8 zero emissions vehicle vouchers will be funded by Regional Greenhouse Gas Initiative (RGGI) funds when available o Non-Road Equipment vouchers will be funded by Volkswagen Settlement EPA DERA Option with Department of Environmental Conservation (DEC), which will fund Electric, Zero Emission Non-Road Equipment• Changes to incentive calculations:o Incremental cost incentive will now be used only for Transit Buses o Class 3-8 Zero Emission Vehicles will receive a base incentive with three available bonuses: Scrappage, Small Fleet, and DAC Bonuseso Electric Non-Road Equipment incentives will be calculated as a 35% cost share base-price reduction with available 10% DAC bonus incentive.• Changes to Scrappage Requirements o Scrappage is now optional for Class 3-8 (ZEVs) o Scrappage requirements for Non-Road Equipment no longer tied to model year.o Scrappage requirements unchanged for Class 4-8 Transit Buses. • Changes to scrappage timelineso Class 3-8 ZEVs must occur within one year (365 calendar days) of new vehicle deliveryo Non-Road Equipment must occur within 30 calendar days (three months) of new equipment delivery o Transit Buses are unchanged at three weeks (21 calendar days)• Added a section providing Utility Make Ready contacts• Expanded Eligible Fleet Applicants to Charging-as-a-Service (CaaS) companies, who will be responsible for Reporting and Operating requirements as the Vehicle Purchasers • Clarified Voucher Stacking for specific programs The following changes have been made to the New York Truck Voucher Incentive Program eligibility and associated documents: Revision June 18,2025. Voucher Application Acceptance:- NYTVIP will pause acceptance of new voucher applications for Class 3-8 Zero Emissions Vehicles and Non-Road Equipment until August 2025 Changes to the NYTVIP Implementation Manual:• Structural revisions: NYTVIP now has three funding tracks, the structure of the Implementation Manual has been altered to reflect that.• Changes to Vehicle Eligibility:o Added Class 3 Zero Emission Vehicles (ZEVs)o Added Zero Emission Non-Road Equipmento Paratransit buses no longer eligible (12/2024)o Cargo handling equipment no longer eligible (3/2024)• Changes to funding sources: o Class 3-8 zero emissions vehicle vouchers will be funded by Regional Greenhouse Gas Initiative (RGGI) funds when available o Non-Road Equipment vouchers will be funded by Volkswagen Settlement EPA DERA Option with Department of Environmental Conservation (DEC), which will fund Electric, Zero Emission Non-Road Equipment• Changes to incentive calculations:o Incremental cost incentive will now be used only for Transit Buses o Class 3-8 Zero Emission Vehicles will receive a base incentive with three available bonuses: Scrappage, Small Fleet, and DAC Bonuseso Electric Non-Road Equipment incentives will be calculated as a 35% cost share base-price reduction with available 10% DAC bonus incentive.• Changes to Scrappage Requirements o Scrappage is now optional for Class 3-8 (ZEVs) o Scrappage requirements for Non-Road Equipment no longer tied to model year.o Scrappage requirements unchanged for Class 4-8 Transit Buses. • Changes to scrappage timelineso Class 3-8 ZEVs must occur within one year (365 calendar days) of new vehicle deliveryo Non-Road Equipment must occur within 30 calendar days (three months) of new equipment delivery o Transit Buses are unchanged at three weeks (21 calendar days)• Added a section providing Utility Make Ready contacts• Expanded Eligible Fleet Applicants to Charging-as-a-Service (CaaS) companies, who will be responsible for Reporting and Operating requirements as the Vehicle Purchasers • Clarified Voucher Stacking for specific programs Revision: April 10, 2024: The following changes have been made to the NYTVIP Implementation Manual:• Removed CMAQ Definition• Removed Cargo Handling Equipment Definition• Removed Repower Vehicle Definition• Removed Semi Annual Usage Report Definition• Removed Uplift/Retrofit Manufacturer Definition• Added Vehicle Usage Report Definition• Added language about incentive stacking in Section 1.3 General Program Rules • Removed language about changing incentive levels and increased funding cap from 25% to 50% in Section 1.4: Voucher Funding Categories and Amounts • Table 1: Changed Class 8 funding amount to reflect additional VW $2.65M funding, removed CMAQ funding line, removed Cargo Handling Equipment and School Bus categories, updated funding total to $46.1M.• Table 2: Updated Voucher Amounts• Removed Section 1.3.4: School Bus Funding and Table 5• Removed Section 1.3.5: Port Cargo Handling Equipment Funding and Table 6• Removed Section 1.3.6: Funding for Other Vehicle Types, Table 7 and 8• Removed Section 2: Program Eligibility• Removed Section 2.1.2: Special Conditions for Repowered Vehicles• Removed Section 2.1.2.1: Vehicle Eligibility• Removed Section 2.1.2.2: Vehicle Scrappage Requirements• Removed Section 2.1.2.3: Repower OEM/Contractor• Removed Cargo Handling Equipment and School Bus requirements in Table 9• Removed Cargo Handling Equipment and School Bus requirements in Table 10• Changed “Semi-Annual Usage Report” to “Vehicle Usage Report” throughout the document.• Removed Section 2.3.2.1: Special Reporting Requirements for Battery Electric Vehicles• Removed Section 2.3.5: Special Terms for School Buses• Removed Section 2.3.6: Special Terms for Port Cargo Handling Equipment• Removed A.1: CMAQ Funding The following NYTVIP program documents have been revised: • NYTVIP Vehicle Operator Addendum • NYTVIP Vehicle Purchaser Participation Agreement • NYTVIP Vehicle Eligibility Application December 14th, 2022: Summary of RevisionsNYTVIP Implementation Manual is revised as follows:adding $2,000,000 for Paratransit Shuttle Buses and adding $6,000,000 for VW Electric School Busesand added Paratransit requirement language. 4-1-2022: Summary of RevisionsThe following changes have been made to PON 4089:The Program Funding has been revised as follows:No new monies have been added. However, the funding categories have been updated to remove funding for Plug in Hybrid Electric Vehicles (PHEV), Hybrid Electric Vehicles (HEV), Compressed Natural Gas vehicles (CNG), and Propane fueled vehicles.The following Program Documents have been revised:• NYTVIP Contractor Participation Agreement• NYTVIP Purchaser Participation Agreement• NYTVIP Vehicle Operator Addendum• NYTVIP Participating Vehicle Dismantler Participation Agreement• NYTVIP Implementation ManualThe NYTVIP Implementation Manual has been revised as follows:• Removed the requirement to scrap a 2009 or older diesel vehicle from projects funded with CMAQ monies. • Reallocated all remaining monies to support the purchase of all-electric vehicles (BEV or FCEV), making NYTVIP a 100% zero emission truck and bus program. • Extended the voucher redemption timeline, for all vehicle categories, to 18 months with the option to request a single 6-month extension, for a total of 24 months.• As of June 1, 2022, the per applicant funding cap will be suspended for VW funded BEV and FCEV transit buses. Funding caps will remain in place for the Truck, School Bus and “Other” funding categories. • Clarifying language added throughout the document.Please go to NYSERDA Funding Opportunities page for additional details on this revision. 10.8.2021 Summary of RevisionsProgram Funding has been revised as follows:Additional monies ($900,000) have been added to replace eligible diesel-powered non-road port cargo handling equipment with repowered or new all-electric non-road cargo handling equipment. The following Program Documents have been revised:• NYTVIP Purchaser Participation Agreement• NYTVIP Participating Vehicle Dismantler Participation Agreement• NYTVIP Vehicle Operator Addendum The NYTVIP Implementation Manual has been revised as follows:• Updated list of Definitions to includeNon-Road Port Cargo Handling EquipmentOEMPort• Section 1.1 – Advancing Clean Vehicles through Voucher IncentivesSpecified that transit agencies must be located in a CMAQ-eligible county in order to qualify for scrappage exemption at lower voucher amount.• Section 1.2 – Voucher Funding Categories and AmountsClarified the statement regarding program funding limits.Updated Program funding table.• Section 1.2.4 - Non-Road Port Cargo Handling Equipment Funding Added section addressing Non-Road Port Cargo Handling Equipment • Section 2.1 – Vehicle Eligibility RequirementsUpdated to include electric school bus and non-road port cargo handling equipment in the special warranty statement.• Section 2.1.2.1 – Vehicle EligibilityAdded language addressing differences in on-road repowered, and repowered non-road cargo handling equipment eligibility requirements.• Section 2.2.1 – Contractor Approval ProcessClarified the required items the Contractor needs to provide as part of the Contractor application• Section 2.3 - Fleet Eligibility Added clarifying language addressing registrations for non-road vehiclesAdded statement allowing flexibility in class size for Class 4-7 trucks; clarified that class 8 vehicles can only replace class 8 diesel vehicles.Added language addressing registration requirements, usage requirements, ownership requirements.Added Table 8 detailing usage requirements by vehicle type (for both scrappage and replacement vehicles).• Section 2.3.3 – Special Terms for Transit BusesClarified the conditions apply to all transit buses in the program Edits related to scrappage vehicle eligibility: age and engine type; ownership and usage requirements. Clarified in-service requirements for first five years.Updated language addressing stacked funding sources.Added language addressing Round 1 and Round 2 funding deadlines.• Section 2.3.4 – Special Terms for School BusesClarified that terms apply to all school buses funded through the program.Clarified fleet eligibility, ownership requirements, usage requirements, minimum electric range, warranty terms, equipment support requirements, and stacked funding.Included the NOx requirements for CNG and propane fueled buses.• Section 2.3.5 – Special Terms for Non-Road Cargo Handling Equipment (CHE)Added section addressing CHE eligibility and related program requirements.• Section 3.1.1 – Voucher ApplicationEdited language for clarity.• Section 3.2 – Vehicle ScrappageChanged “NYSERDA approved Vehicle Dismantler” to “Participating Vehicle Dismantler”. • Section 3.2.2 – Scrappage RequirementsUpdated photo requirements to align with the revised Scrappage Guidance Document.• Section 3.3.1 – Voucher Redemption Process StepsClarified that registration must be active at the time of scrappage.Updated additional vehicle information entered by Contractor.• Appendix AUpdated total Program funding.Minor clarifying language changes throughout this section. 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: The following changes have been made to the New York Truck Voucher Incentive Program eligibility and associated documents: August 12, 2025. NYTVIP Implementation Manual:• Removed all other Volkswagen Settlement funding sources except for Class 4-8 Transit Buses and put them into own funding category• Added two new funding sources and application types:o Non-Road Equipment funded through Volkswagen Settlement EPA DERA Option with Department of Environmental Conservation (DEC)o Class 3-8 Zero Emission Vehicles funded through the Regional Greenhouse Gas Initiative (RGGI)• Added Make Ready contacts• Added in Class 3 Zero Emission Vehicles• Incremental cost is only calculated for Transit Bus funding track applications• Moved Class 3-8 funding track voucher calculation process to a base incentive with three bonus options• Added Non-Road Equipment voucher calculation process to straight cost share base with DAC bonus.• Added Scrappage as an optional bonus for Class 3-8 ZEV’s, requirement for Transit Buses and Non-Road Equipmento Depending on the funding track, different scrappage requirements are required.• Reduced Lease term, Warranty Term, Reporting Term, and Operating Term to three (3) years instead of five (5) years for all NYTVIP applications.• Expanded Eligible Fleet Applicants to Charging-as-a-Service (CaaS) and E-Fleet companies, which those entities will be responsible for Reporting and Operating requirements as the Vehicle Purchasers• Extended scrappage timelines for Class 3-8 ZEVs and Non-Road Equipment. One year after new vehicle delivery for Class 3-8 ZEVs and 90 days (three months) for Non-Road Equipment The following NYTVIP program documents have been revised to include new eligibility requirements and funding sources: • NYTVIP Vehicle/Equipment Operator Addendum • NYTVIP Vehicle/Equipment Purchaser Participation Agreement • NYTVIP Contractor Participation Agreement• NYTVIP Vehicle/Equipment Eligibility Application – now in Salesforce Portal• Added one document: Alternative Scrappage Plan for applications that cannot scrap at a traditional scrappage facility on the NYTVIP Vehicle Dismantler list. The following changes have been made to the New York Truck Voucher Incentive Program eligibility and associated documents: June 18, 2025. NYTVIP Implementation Manual:• Removed all other Volkswagen Settlement funding sources except for Class 4-8 Transit Buses and put them into own funding category• Added two new funding sources and application types:o Non-Road Equipment funded through Volkswagen Settlement EPA DERA Option with Department of Environmental Conservation (DEC)o Class 3-8 Zero Emission Vehicles funded through the Regional Greenhouse Gas Initiative (RGGI)• Added Make Ready contacts• Added in Class 3 Zero Emission Vehicles• Incremental cost is only calculated for Transit Bus funding track applications• Moved Class 3-8 funding track voucher calculation process to a base incentive with three bonus options• Added Non-Road Equipment voucher calculation process to straight cost share base with DAC bonus.• Added Scrappage as an optional bonus for Class 3-8 ZEV’s, requirement for Transit Buses and Non-Road Equipmento Depending on the funding track, different scrappage requirements are required.• Reduced Lease term, Warranty Term, Reporting Term, and Operating Term to three (3) years instead of five (5) years for all NYTVIP applications.• Expanded Eligible Fleet Applicants to Charging-as-a-Service (CaaS) and E-Fleet companies, which those entities will be responsible for Reporting and Operating requirements as the Vehicle Purchasers• Extended scrappage timelines for Class 3-8 ZEVs and Non-Road Equipment. One year after new vehicle delivery for Class 3-8 ZEVs and 90 days (three months) for Non-Road Equipment The following NYTVIP program documents have been revised to include new eligibility requirements and funding sources: • NYTVIP Vehicle/Equipment Operator Addendum • NYTVIP Vehicle/Equipment Purchaser Participation Agreement • NYTVIP Contractor Participation Agreement• NYTVIP Vehicle/Equipment Eligibility Application – now in Salesforce Portal• Added one document: Alternative Scrappage Plan for applications that cannot scrap at a traditional scrappage facility on the NYTVIP Vehicle Dismantler list. Any vehicle fleet of a commercial, non-profit, or public sector entity (excluding federal governmental entities) that domiciles, registers, and operates class 3-8 vehicles in New York is eligible to participate. Any vehicle dealership, Original Equipment Manufacturer (OEM), or upfit/retrofit manufacturer (URM) that sells new medium- or heavy-duty vehicles directly to a Vehicle Purchaser or end-user can participate as a dealer/contractor. In the case of repowers the dealer/contractor is the entity that sells the repower equipment to the fleet and performs the repower on the vehicle. Business enterprises awarded an identical or substantially similar procurement contract within the past five years: None- revision 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%