Instructions for Using NERC s Online Membership Application Form

Transcription

1 Instructions for Using NERC s Online Membership Application Form

2 Table of Contents Introduction...3 Step 1: Application Steps...4 Step 2: Membership Agreement...5 Step 3: Entity Identification...6 Step 4: Sector Selection...7 Step 5: Entity Affiliations...8 Step 6: Contact Information...11 Step 7: Summary, Review and Submit...13 Step 8: Confirmation

3 Introduction Entities or people interested in becoming members of the North American Electric Reliability Corporation (NERC) must complete an application form. For members convenience, NERC has implemented an online form for this purpose. It is available from NERC s web site ( The online application form contains multiple parts: 1. Membership Agreement 2. Entity Identification 3. Sector Selection 4. Entity Affiliations 5. Contact Information Completing the membership application takes approximately 15 minutes. Applicants have an opportunity to review and edit information before submitting it to NERC. Should the applicant close his or her web browser before completing the application form, information will not be saved nor will it be submitted to NERC; the applicant must start the application process over. To become a member of NERC, applicants must agree to the terms of NERC s Membership Agreement. Failure to agree will prevent the applicants from continuing the online application process. Upon successful completion of the online application form, the applicant will receive an from NERC. This directs the applicant to respond by following an included link. Doing so confirms that the address provided during the application process is valid. No further membership application processing takes place until the address is verified. NERC s membership administrator is responsible for the last step in the application process: reviewing and approving each membership application. Upon approval, the member is added to NERC s membership roster and the applicant receives a confirmation from NERC s membership administrator. The application process is explained in more detail below. Screen shots are added for clarity

4 Step 1: Application Steps This first step provides an overview of the online application process. Clicking Continue begins the process. Figure 1: Application Steps - 4 -

5 Step 2: Membership Agreement As stated in NERC s Bylaws, each NERC member must agree to NERC s terms of membership. This Membership Agreement consists of two clauses. As shown in Figure 2 applicants are asked to read and agree to both clauses by clicking in each box and then clicking Continue. Applicants may not continue unless both boxes are selected. Canceling returns the applicant to NERC s home page. Figure 2: Membership Agreement - 5 -

6 Step 3: Entity Identification. This step requires the applicant to identify the NERC member. A member can be an entity or an individual. If you represent an entity, search for your entity s name in the drop down box. If the name is on the list, click it to select and click Continue to proceed with the application process. If the entity s name is not on the list, select the New Entity button. A box will appear next to the selection. Enter the name of the entity you represent into the box then click Continue to proceed. If you are not representing an entity, select the radio button next to I do not represent an Entity and click Continue to proceed. Entities are allowed to register only once. You will receive an error if the entity you are trying to register has done so already or if you are affiliated with an entity that has already registered. In the event you erred when selecting the entity name, you may re-enter the information and click Continue to proceed. Figure 3: Entity Identification - 6 -

7 Step 4: Sector Selection Following the rules established in NERC s Bylaws, each member must identify a membership sector. A member may select only one sector. Simply click the name of the appropriate sector and select Continue to proceed. Hover over the question marks to see definitions of the sectors. Figure 4: Sector Selection - 7 -

8 Step 5: Entity Affiliations This step enables you to identify corporate affiliations. Click the radio button next to the appropriate option and click Continue for the next application page. If you indicated your entity has affiliates, the next page instructs you to identify them (see Figure 6). If you do not have affiliates, you will be directed to Step 6: Contact Information. Figure 5: Entity Affiliation 1-8 -

9 To identify an affiliated entity, select its name from the drop down list, and then click Add Affiliate. Do the same for each affiliated entity. Once you have identified all of your entity s affiliates, click Continue. Figure 6: Entity Affiliation 2-9 -

10 If you wish to remove an affiliated entity, click the Remove button next to the entity you wish to remove. Figure 7: Entity Affiliation

11 Step 6: Contact Information Each applicant must identify a point of contact who will receive membership correspondence from NERC. You may name yourself or someone else as the contact. A member who is not an individual must also name an alternate contact, as shown in Figure 9. The alternate contact will receive all NERC membership correspondence as well. Field names shown in red are required. Click Continue to proceed to the next page. Figure 8: Contact Information

12 A member who is not an individual must also name an alternate contact. This person also receives membership correspondence. Enter the alternate contact information in the fields below, and then click Continue. If you do not enter an alternate contact, you will not be able to continue. This step is optional for members who are individuals. Either enter the required information and click Continue, or, if you do not wish to enter an alternate contact, click No Alternate Contact. Figure 9: Alternate Contact Information

13 Step 7: Summary, Review and Submit Applicants have the opportunity to review and modify the information they have entered before submitting the membership application to NERC. Click Edit in the appropriate section to make changes or click Submit to complete the online application form. The application is not complete until the applicant clicks Submit

14 Each applicant receives a confirmation number upon successful submittal of the online application form, as shown in Figure 11. Please print the confirmation page for your records. This number helps track the status of your application through the approval process. Figure 11: Application Confirmation

15 Step 8: confirmation To complete the application process, you must confirm your address. Do this by responding to an you receive from NERC upon the successful submittal of the online application form. Simply click the link contained in the or cut and paste the link into your web browser. (See Figure 12) Figure 12: Confirmation Message