Verification Webinar for Green-e Energy Participants (RY2019)

Green-e® Energy staff hosted a webinar for sellers of Green-e® Energy certified products that made certified sales in 2019 in order to go over verification software and materials, and to answer questions.

Transcript

1. PARTICIPANT 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 will open on March 2nd, 2020 Where? www.green-e.org/verification/user Log-in information will be sent out on March 2nd for new users
4. Annual Verification Process - Timeline PAGE 4 © 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).
5. What’s new in RY2019? PAGE 5 © 2020 Center for Resource Solutions. All rights reserved. • Tracking System Reports – NAR, M-RETS, PJM-GATS • Tracking System Requirement • Summary Sales Allocation table • NJ in RGGI • Standalone Appendix G • General bug fixes
6. Reminders for RY2019 PAGE 6 © 2020 Center for Resource Solutions. All rights reserved. Auditor Webinar Training on March 10th, 2020 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. Mix Change Form needed for Products where the mix has substantially changed from projected mix listed on 2019 PPCL. Contact Green-e® staff for details. Co-firing and Repowering Applications due by March 31st, 2020 if facilities are to receive approval for RY19.
7. Reminders for RY2019 PAGE 7 © 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 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.
8. Reminders for RY2019 PAGE 8 © 2020 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, 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 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®.
9. The Verification Software PAGE 9 © 2020 Center for Resource Solutions. All rights reserved.
10. Attestations and Chain-of-Custody Verification PAGE 10 © 2020 Center for Resource Solutions. All rights reserved.
11. For facilities registered in an approved tracking system, the tracking attestation and tracking system report (in some cases) are required. Tracked Facilities PAGE 11 © 2020 Center for Resource Solutions. All rights reserved. Tracking Attestation (Online) Tracking System Report (Exported)
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 PAGE 12 © 2020 Center for Resource Solutions. All rights reserved. Generator Attestation (PDF) Wholesale Attestation (PDF) Small Generator Attestation (PDF)
13. Attestation Scenarios PAGE 13 © 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
14. Scenario 1 – Purchasing Directly from an Untracked Facility PAGE 14 © 2020 Center for Resource Solutions. All rights reserved. Chain-of-Custody Participant Company (You) Customer Generator Attestation Form
15. Scenario 2 – Purchasing Certified Directly from an Untracked Facility PAGE 15 © 2020 Center for Resource Solutions. All rights reserved. Chain-of-Custody Participant Company (You) Customer Generator Attestation Form
16. Scenario 3 – Purchasing from an Untracked Facility via a Wholesale Transaction PAGE 16 © 2020 Center for Resource Solutions. All rights reserved. Chain-of-Custody Participant Company (You) Customer Generator Attestation Form Wholesale Attestation Form
17. Scenario 4 – Purchasing from an Untracked Facility via a Certified Wholesale Transaction PAGE 17 © 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!
18. Scenario 4 – Purchasing from an Untracked Facility via Multiple Wholesale Transactions PAGE 18 © 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
19. Scenario 5 – Purchasing from an Untracked Facility via Multiple Wholesale Transactions PAGE 19 © 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
20. Scenario 6 – Purchasing Directly from a Tracked Facility PAGE 20 © 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 +
21. Scenario 7 – Purchasing Certified Directly from a Tracked Facility PAGE 21 © 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 +
22. Scenario 8 – Purchasing from a Tracked Facility via Multiple Wholesale Transactions PAGE 22 © 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 +
23. Scenario 9 – If Facility is Tracked but Generator Won’t Complete Tracking Attestation PAGE 23 © 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 +
24. Tracking System Reports PAGE 24 © 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”
25. Q&A PAGE 25 © 2020 Center for Resource Solutions. All rights reserved.
26. © 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