Green-e Energy Auditor Verification Training, Reporting Year 2019

Green-e Energy Auditor Verification Training, Reporting Year 2019

Green-e® Energy staff hosted this webinar for auditors who will conduct audits for Green-e® Energy participants, in order to go over verification and materials and answer questions.

Transcript

  1. AUDITOR VERIFICATION TRAINING Reporting Year 2019 (RY2019) Maggie Lund MANAGER,

    CERTIFICATION PROGRAMS
  2. Verification Overview PAGE 2 © 2020 Center for Resource Solutions.

    All rights reserved.
  3. Annual Verification Process PAGE 3 © 2020 Center for Resource

    Solutions. All rights reserved. Who? Green-e® Energy Participants and an independent Auditor (CPA or CIA) What? An audit of Green-e® Energy Participants’ purchases and sales to make sure their products meet the Green-e® Energy Standard for Canada and the US and program rules When? Deadline: Due June 1, 2020 Covers all certified sales made in 2019 The verification software opened on March 2nd, 2020 Where? www.green-e.org/verification/auditor
  4. 4 Agreed-Upon Procedures Report (Protocol & Training in Verification Software)

  5. 5 MWh- Megawatt-hour (1,000 kWh) kWh- Kilowatt-hour (kWh) REC- Renewable

    Energy Certificate Tracking System- An electronic database for tracking the sales and ownership of Renewable Energy generation and the Renewable Energy Certificates associated with it Double Counting- Any situation where a MWh of renewable energy is being claimed by more than one party Resource Type- Type of renewable energy resource used: Solar, Wind, Hydro, etc. Participant- Utility, ESP, REC marketer that participates in Green-e Energy by offering a Green-e Certified renewable energy product Common Terms and Units
  6. 6 Components of the Market: Renewable Energy Certificates. Fossil fuel

    generation produces electricity. Renewable generation also produces electricity, but for every megawatt-hour of electricity generated, a Renewable Energy Certificate (REC) is also produced. This REC embodies the additional environmental benefit of renewable energy—little or no pollution. Renewable Energy Certificates (RECs)
  7. Annual Verification Process - Timeline PAGE 7 © 2020 Center

    for Resource Solutions. All rights reserved. 2019 2018 2020 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q2 Q3 Q4 21-month vintage window for RY2019 Calendar year for which sales should be reported for the RY2019 audit Reporting Year 2019 Sales: All certified sales made during Calendar Year 2019 (1/1/2019 – 21/31/2019) should be reported during RY2019 verification. Exception for Wholesale - wholesale sales in 2020 may be eligible for RY2019 if they are 1) certified wholesale transactions and 2) the purchaser is a Green-e® participant who uses that generation for their RY2019 retail sales. Supply: All supply used to substantiate certified sales must have been generated: • In the calendar year in which it’s sold (2019); or • During the first 3 months of the following calendar year (Jan – Mar 2020); or • During the last 6 months of the prior calendar year (July – Dec 2018).
  8. What’s new in RY2019? PAGE 8 © 2020 Center for

    Resource Solutions. All rights reserved. • Tracking System Reports – NAR, M-RETS, PJM-GATS • Tracking System Requirement • No sales into Maryland • Certified Brokers • General bug fixes
  9. Reminders for RY2019 PAGE 9 © 2020 Center for Resource

    Solutions. All rights reserved. “New Date” for facilities used toward 2019 sales is 2005. Facilities in RGGI, Michigan, California or delivering electricity to the CA grid may require additional documentation. More information can be found in the Protocol. The Tracking Attestation is online. Facilities registered in a tracking system that did not submit a tracking attestation by January 31st, 2020 must upload a confirmation email to the software to show that a tracking attestation has been submitted and/or approved. If a Participant is using your audit firm for the first time this year or you are a new auditor, make sure the Participant sends us the auditor’s contact information if they have not already Green-e Direct Audit Protocol to be completed by Auditors for Participants with a certified Green-e Direct Product.
  10. Reminders for RY2019 PAGE 10 © 2020 Center for Resource

    Solutions. All rights reserved. Participant can identify the Auditor in the software for RY2019 before submitting the data to them Once the verification data has been submitted to Auditor, you can unlock individual sections for your Participant to revise, without unlocking all of your data All contracts for supply must be signed, dated, and executed no later than June 1st, 2020. The price and volume of the supply must also be determined at or before this time. Delivery of the supply must be taken by Participant in the form of transfers through a Tracking System or receipt of completed Green-e® Energy attestation forms by this date. Historic PCL must have state information included (if applicable). All transactions listed must have attestation or Tracking System documentation meeting the requirements in Appendices D and E of the Protocol. Information entered must match the attestations / Tracking System Reports. Appendix B lists documentation your Participants must provide to you and to Green-e.
  11. The Verification Software PAGE 11 © 2020 Center for Resource

    Solutions. All rights reserved.
  12. Attestations and Chain-of-Custody Verification PAGE 12 © 2020 Center for

    Resource Solutions. All rights reserved.
  13. For facilities registered in an approved tracking system, the tracking

    attestation and tracking system report (in some cases) are required. Tracked Facilities PAGE 13 © 2020 Center for Resource Solutions. All rights reserved. Tracking Attestation (Online) Tracking System Report (Exported)
  14. For facilities not registered in a tracking system, there are

    three possible forms to fill out. Depending on the chain-of-custody, more than one form may need to be submitted for each facility. Untracked Facilities PAGE 14 © 2020 Center for Resource Solutions. All rights reserved. Generator Attestation (PDF) Wholesale Attestation (PDF) Small Generator Attestation (PDF)
  15. Attestation Scenarios PAGE 15 © 2020 Center for Resource Solutions.

    All rights reserved. Renewable Energy Generator not registered in a Tracking System and selling a Green-e® Energy certified product Wholesale Supplier and selling a Green-e® Energy certified product Renewable Energy Generator registered in Tracking System and selling a Green-e® Energy certified product Renewable Energy Generator not registered in a Tracking System and not selling a Green-e® Energy certified product Wholesale Supplier and not selling a Green-e® Energy certified product Renewable Energy Generator registered in Tracking System and not selling a Green-e® Energy certified product
  16. Scenario 1 – Purchasing Directly from an Untracked Facility PAGE

    16 © 2020 Center for Resource Solutions. All rights reserved. Chain-of-Custody Participant Company (You) Customer Generator Attestation Form
  17. Scenario 2 – Purchasing Certified Directly from an Untracked Facility

    PAGE 17 © 2020 Center for Resource Solutions. All rights reserved. Chain-of-Custody Participant Company (You) Customer Generator Attestation Form
  18. Scenario 3 – Purchasing from an Untracked Facility via a

    Wholesale Transaction PAGE 18 © 2020 Center for Resource Solutions. All rights reserved. Chain-of-Custody Participant Company (You) Customer Generator Attestation Form Wholesale Attestation Form
  19. Scenario 4 – Purchasing from an Untracked Facility via a

    Certified Wholesale Transaction PAGE 19 © 2020 Center for Resource Solutions. All rights reserved. Chain-of-Custody Participant Company (You) Customer Generator Attestation Form Wholesale Attestation Form X When buying certified wholesale, only the wholesale attestation is needed!
  20. Scenario 4 – Purchasing from an Untracked Facility via Multiple

    Wholesale Transactions PAGE 20 © 2020 Center for Resource Solutions. All rights reserved. Chain-of-Custody Participant Company (You) Customer Generator Attestation Form Wholesale Attestation Form When there are multiple wholesale transactions in the chain-of-custody, you must provide attestations tracing the chain-of-custody back to the generator. In other words, you must provide a Wholesale Attestation for each entity that took ownership of RECs throughout the chain-of- custody. Wholesale Attestation Form
  21. Scenario 5 – Purchasing from an Untracked Facility via Multiple

    Wholesale Transactions PAGE 21 © 2020 Center for Resource Solutions. All rights reserved. Chain-of-Custody Participant Company (You) Customer Generator Attestation Form Wholesale Attestation Form If the RECs you purchased are certified by the most recent wholesale seller, you’ll only need to provide one Wholesale Attestation from that seller. Wholesale Attestation Form X X
  22. Scenario 6 – Purchasing Directly from a Tracked Facility PAGE

    22 © 2020 Center for Resource Solutions. All rights reserved. Chain-of-Custody Participant Company (You) Customer Tracking Attestation Form Tracking attestations can last for up to three years; if the facility you sourced from already has a tracking attestation on file with CRS, an additional form doesn’t need to be submitted. Check a facility’s tracking attestation status on the Green-e® Energy Participant Portal. Tracking System Report +
  23. Scenario 7 – Purchasing Certified Directly from a Tracked Facility

    PAGE 23 © 2020 Center for Resource Solutions. All rights reserved. Chain-of-Custody Participant Company (You) Customer Tracking Attestation Form Tracking attestations are required regardless of if the Participant purchased certified wholesale or not. Tracking System Report +
  24. Scenario 8 – Purchasing from a Tracked Facility via Multiple

    Wholesale Transactions PAGE 24 © 2020 Center for Resource Solutions. All rights reserved. Chain-of-Custody Participant Company (You) Customer Tracking Attestation Form If a facility is tracked in a tracking system, only one tracking attestation needs to be submitted to CRS regardless of how many entities take ownership of the RECs during the chain-of- custody. This same process applies if the most recent wholesale transaction was certified. Tracking System Report +
  25. Scenario 9 – If Facility is Tracked but Generator Won’t

    Complete Tracking Attestation PAGE 25 © 2020 Center for Resource Solutions. All rights reserved. Chain-of-Custody Participant Company (You) Customer Generator Attestation Form Wholesale Attestation Form Generator and/or Wholesale Attestations must be submitted through the whole chain-of-custody AND a Tracking System Report is required. Wholesale Attestation Form Tracking System Report +
  26. Tracking System Reports PAGE 26 © 2020 Center for Resource

    Solutions. All rights reserved. - Appendix E - Separate Sub-Account - “Green-e® Energy RY2019” - RETIRED (retail) or TRANSFERED (wholesale) - Transaction confirmed, not just “pending”
  27. Q&A PAGE 27 © 2020 Center for Resource Solutions. All

    rights reserved.
  28. © 2020 Center for Resource Solutions. All rights reserved. Contact

    verification@green-e.org Maggie Lund MANAGER, CERTIFICATION PROGRAMS maggie.lund@resource-solutions.org 415.561.8499 Judy Chen ANALYST, CERTIFICATION PROGRAMS judy.chen@resource-solutions.org 415.568.4281 www.resource-solutions.org
  29. None