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Green-e® Energy Verification Participant Webinar

Green-e® Energy Verification Participant Webinar

Green-e® Energy staff hosted a webinar on February 24, 2021 for sellers of Green-e® Energy certified products who made certified sales in 2020. The webinar reviewed the verification software and materials.

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  1. PARTICIPANT
    VERIFICATION TRAINING
    Reporting Year 2020 (RY2020)
    Judy Chen
    MANAGER,
    CERTIFICATION PROGRAMS

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  2. Verification
    Overview
    PAGE
    2
    © 2021 Center for Resource Solutions. All rights reserved.

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  3. Annual Verification Process
    PAGE
    3
    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, 2021
    Covers all certified sales made in 2020
    The verification software will open on March 1st, 2021
    Where?
    www.green-e.org/verification/user
    Log-in information will be sent out on March 1st for new users
    © 2021 Center for Resource Solutions. All rights reserved.

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  4. Annual Verification Process - Timeline
    PAGE
    4
    2020
    2019 2021
    Q1 Q2 Q3 Q4 Q1 Q2 Q3
    Q2 Q3 Q4
    21-month vintage window for RY2020
    Calendar year for which sales should be
    reported for the RY2020 audit
    Reporting Year 2020
    Sales: All certified sales made during
    Calendar Year 2020 (1/1/2020 – 12/31/2020)
    should be reported during RY2020 verification.
    Exception for Wholesale - wholesale sales in 2021 may be eligible for
    RY2020 if they are (1) certified wholesale transactions and (2) the
    purchaser is a Green-e® participant who uses that generation for
    their RY2020 retail sales.
    Supply: All supply used to substantiate
    certified sales must have been generated:
    • In the calendar year in which it’s sold (2020); or
    • During the first 3 months of the following
    calendar year (Jan – Mar 2021); or
    • During the last 6 months of the prior calendar
    year (July – Dec 2019).
    © 2021 Center for Resource Solutions. All rights reserved.

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  5. What’s new in RY2020?
    PAGE
    5
    • Large Sale
    • VA in RGGI
    • General bug fixes
    RY2019
    • Tracking System Reports – NAR, M-RETS, PJM-
    GATS
    • Tracking System Requirement
    • Standalone Appendix G
    © 2021 Center for Resource Solutions. All rights reserved.

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  6. Reminders for RY2020
    PAGE
    6
    Auditor Webinar Training on March 10th, 2021
    The Tracking Attestation is online. Facilities registered in a tracking system that did
    not submit a tracking attestation by February 1st, 2021 must upload a confirmation
    email to the software to show that a tracking attestation has been submitted and/or
    approved.
    Mix Change Form needed for Products where the mix has substantially changed
    from projected mix listed on 2020 PPCL. Contact Green-e® staff for details.
    Co-firing and Repowering Applications due by March 31st, 2021 if facilities are to
    receive approval for RY2020.
    © 2021 Center for Resource Solutions. All rights reserved.

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  7. Reminders for RY2020
    PAGE
    7
    “New Date” for facilities used toward 2020 sales is 2006.
    Facilities in RGGI, Michigan, California or delivering electricity to the CA grid may
    require additional documentation. More information can be found in the Getting
    Started Guide.
    Supply data that is tracked in an electronic Tracking System (except for ERCOT) will
    need to be entered by month instead of by quarter.
    If you are using a different auditor this year or are a new Participant, send us your
    auditor’s contact information if you have not already.
    No hardcopies of any documents are required to be submitted, except upon specific
    request.
    © 2021 Center for Resource Solutions. All rights reserved.

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  8. Reminders for RY2020
    PAGE
    8
    © 2021 Center for Resource Solutions. All rights reserved.
    All information you provide must match internal purchasing and generation records,
    attestations, and Tracking System account information held by your company.
    All contracts for supply must be signed, dated, and executed no later than June 1st, 2021.
    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 Getting Started Guide. Information
    entered must match the attestations / Tracking System Reports.
    Appendix B lists documentation you must provide to your auditor and to Green-e®.

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  9. The
    Verification
    Software
    PAGE
    9
    © 2021 Center for Resource Solutions. All rights reserved.

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  10. Attestations
    and Chain-of-Custody
    Verification
    PAGE
    10
    © 2021 Center for Resource Solutions. All rights reserved.

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  11. For facilities registered in an approved tracking system, the
    tracking attestation and tracking system report (in some
    cases) are required.
    Tracked Facilities
    Tracking Attestation (Online) Tracking System Report (Exported)
    PAGE
    11
    © 2021 Center for Resource Solutions. All rights reserved.

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  12. 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
    Generator Attestation (PDF) Wholesale Attestation (PDF) Small Generator Attestation (PDF)
    PAGE
    12
    © 2021 Center for Resource Solutions. All rights reserved.

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  13. Attestation Scenarios
    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
    PAGE
    13
    © 2021 Center for Resource Solutions. All rights reserved.

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  14. Scenario 1 – Purchasing Directly from
    an Untracked Facility
    Chain-of-Custody
    Participant
    Company
    (You)
    Customer
    Generator
    Attestation Form
    PAGE
    14
    © 2021 Center for Resource Solutions. All rights reserved.

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  15. Scenario 2 – Purchasing Certified
    Directly from an Untracked Facility
    Chain-of-Custody
    Participant
    Company
    (You)
    Customer
    Generator
    Attestation Form
    PAGE
    15
    © 2021 Center for Resource Solutions. All rights reserved.

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  16. Scenario 3 – Purchasing from an Untracked
    Facility via a Wholesale Transaction
    Chain-of-Custody
    Participant
    Company
    (You)
    Customer
    Generator
    Attestation Form
    Wholesale
    Attestation Form
    PAGE
    16
    © 2021 Center for Resource Solutions. All rights reserved.

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  17. Scenario 4 – Purchasing from an Untracked
    Facility via a Certified Wholesale Transaction
    Chain-of-Custody
    Participant
    Company
    (You)
    Customer
    Generator
    Attestation Form
    Wholesale
    Attestation Form
    X
    When buying
    certified wholesale,
    only the wholesale
    attestation is
    needed!
    PAGE
    17
    © 2021 Center for Resource Solutions. All rights reserved.

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  18. Scenario 4 – Purchasing from an Untracked
    Facility via Multiple Wholesale Transactions
    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
    PAGE
    18
    © 2021 Center for Resource Solutions. All rights reserved.

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  19. Scenario 5 – Purchasing from an Untracked
    Facility via Multiple Wholesale Transactions
    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
    PAGE
    19
    © 2021 Center for Resource Solutions. All rights reserved.

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  20. Scenario 6 – Purchasing Directly from a
    Tracked Facility
    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
    +
    PAGE
    20
    © 2021 Center for Resource Solutions. All rights reserved.

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  21. Scenario 7 – Purchasing Certified
    Directly from a Tracked Facility
    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
    +
    PAGE
    21
    © 2021 Center for Resource Solutions. All rights reserved.

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  22. Scenario 8 – Purchasing from a Tracked
    Facility via Multiple Wholesale Transactions
    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
    +
    PAGE
    22
    © 2021 Center for Resource Solutions. All rights reserved.

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  23. Scenario 9 – If Facility is Tracked but Generator
    Won’t Complete Tracking Attestation
    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
    +
    PAGE
    23
    © 2021 Center for Resource Solutions. All rights reserved.

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  24. Tracking System Reports
    - Appendix E
    - Separate Sub-Account
    - “Green-e® Energy RY2020”
    - RETIRED (retail) or TRANSFERED (wholesale)
    - Transaction confirmed, not just “pending”
    - Transfer reports need to be uploaded into
    verification software
    PAGE
    24
    © 2021 Center for Resource Solutions. All rights reserved.

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  25. Q&A
    PAGE
    25
    © 2021 Center for Resource Solutions. All rights reserved.

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  26. © 2021 Center for Resource Solutions. All rights reserved.
    Contact
    [email protected]
    Judy Chen
    MANAGER, CERTIFICATION PROGRAMS
    [email protected]
    415.568.4281
    Lucas Grimes
    SENIOR ANALYST, CERTIFICATION PROGRAMS
    [email protected]
    415-561-2120
    www.resource-solutions.org

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