User Manual. Revised June 18, 2007

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1 User Manual Revised June 18, 2007

2 TABLE OF CONTENTS 1. AN INTRODUCTION TO NVTREC NVTREC HOME PAGE ACCOUNT REGISTRATION ACCOUNT HOME PAGE FACILITY REGISTRATION EDITING ACCOUNT AND FACILITY INFORMATION SELF-REPORTING (SUBMITTING) METERED DATA DEPOSIT OF PCS TRANSFER OF PCS RETIREMENT OF PCS REPORTS

3 1. An Intrductin t NVTREC Fr a number f years, the Nevada Renewable Prtfli Standard ( Prtfli Standard ) has been implemented using manual prcesses such as paper certificates. T make participatin in the prgram mre friendly and accessible, NVTREC was develped t be a web-based slutin, designed t track the prtfli energy credits ( PCs ) generated by renewable energy systems in the state f Nevada. The NVTREC system will be administered by the PC Administratr, as designated by the Public Utilities Cmmissin f Nevada. 2. NVTREC Hme Page NVTREC is accessible at the URL The Hme Page cntains a general descriptin f the Prtfli Standard, a shrt intrductry t the system, as well as an accunt lgin bx. 2.1 Descriptin f Lgin Bx Figure 1 NVTREC Hmepage The lgin bx is lcated n the right hand side f the Hme Page screen. In rder t lg in, yu must already have an accunt apprved by the Prtfli Energy Credit Administratr ( PC Administratr ). The steps fr registering an accunt are described in Sectin Lgging In T lg in, yu will need t input yur selected Username and Passwrd and click Lg In. If yu entered the incrrect Username, Passwrd, r d nt have an accunt registered (r apprved), the fllwing message will be displayed ("Name and passwrd d nt match. Please try again."). If yur Username is already lgged in t the system, then the message ("ILLEGAL LOGIN ATTEMPT!!! User is already lgged in.") will be displayed. 3

4 Changing the Passwrd T change yur passwrd, click the Change Passwrd link lcated in the Lgin Bx. Yu will then be taken t a screen where yu will need t enter yur Username, Passwrd, and new Passwrd and click Update Passwrd. If successful, the fllwing message will be displayed ( Passwrd successfully changed!!!"). If the Username entered is incrrect, then the fllwing message will be displayed :("Yur username cannt be fund in the system."). If the Passwrd is incrrect r if the new Passwrd des nt match, then the message ("Incrrect input. Please try again.") will be displayed. Figure 2 - Change Passwrd Screen Retrieving a Frgtten r Lst Passwrd The Frgt Passwrd link allws yu t retrieve yur lst r frgtten passwrd. In rder t retrieve yur Passwrd, select yur Secret Questin and input yur Secret Answer. If crrect, yur Passwrd will be displayed in a pp-up message. If incrrect, the fllwing errr message will be displayed: ( Secret Questin and Answer d nt match ). Figure 3 - Retrieve Passwrd Screen 4

5 3. Accunt Registratin In rder t lg in t NVTREC, yu must first have an accunt registered and apprved by the PC Administratr. T register an accunt, click the Nt a Member? Register here link lcated in the Lgin Bx n the Hme Page. Yu will then be taken t a registratin frm where yu must enter sme basic infrmatin. Once all the required fields have been cmpleted, yu may then click the Submit fr Apprval buttn. Yur registratin frm will then be sent t the PC Administratr fr apprval. Once a decisin has been made, yu will be ntified by that yur accunt has either been apprved r disapprved and yu may begin lgging in t NVTREC. Figure 4 - Accunt Registratin Screen 4. Accunt Hme Page The Accunt Hme Page is the first page that yu will see when yu lg in t yur accunt. It cntains summary infrmatin pertinent t yur accunt which is described in detail belw. Figure 5 - Accunt Hme Page 5

6 4.1 Accunt Balance The Accunt Balance is separated int tw categries: 1. Available Balance The Available Balance is the number f PCs that are currently available in yur accunt t transfer r retire. 2. Pending Balance The Pending Balance is the number f PCs that are pending fr yur accunt. Pending transactins include incming PC transfers frm ther users that yu have nt yet apprved, utging PCs transfers that the transferee has nt yet apprved, and pending PC certificatins fr yur accunt fr which the PC Administratr has nt yet certified. 4.2 Transactin Summary The Transactin Summary is a table that allws yu t view a summary f recent accunt activity. The table cntains a Year and a Mnth drp dwn menu that allws yu t query activity fr the chsen date. Once queried, the table will display the belw fields: Date and Time f Transactin Descriptin f Transactin (e.g. whether it was a PC retirement, PC certificatin r PC transfer) Debit/Credit amunt 4.3 Ntificatins PC Transfer Ntificatins and Apprval/Disapprval The Ntificatins table displays any pending PC transfers incming int yur accunt. In rder t view the details f the transfer, click the Details bx. If yu wuld like t accept the PC transfer t yur accunt, then click the Apprve bx. If yu wuld like t reject the PC transfer t yur accunt, then click the Disapprve bx. See Sectin 9 fr mre details regarding PC Transfers Aut Transfer Ntificatins and Apprval/Disapprval The Aut Transfer Ntificatins table displays any pending Aut Transfer Requests that anther accunt has made fr yur accunt. In rder t view the details f the Aut Transfer request, click Details. If yu wuld like t accept the Aut Transfer t yur accunt, then click the Apprve bx. If yu wuld like t reject the Aut Transfer t yur accunt, then click the Disapprve bx. See Sectins 5.1 and 9.3 fr mre details regarding Aut Transfers. 4.4 Messages The Messages table displays any messages psted by the PC Administratr and/r the Applicatin Administratr. These messages may address any tpic that the PC Administratr believes is imprtant t cmmunicate t renewable energy market participants in the state f Nevada. 5. Facility Registratin By registering yur renewable energy facility in NVTREC, yu are then able t have the energy generated frm yur facility certified as PCs by the PC Administratr. There are tw ways t have the metered data frm yur facility reprted t the PC Administratr; this functinality amng ther things is explained belw. 6

7 Figure 6 - Facility Registratin 5.1 Facility Registratin Frm The facility registratin frm can be accessed by clicking the Add/Edit a Facility link n the left hand sidebar f the accunt page. The registratin frm fields are shwn and explained belw Facility Details Facility Name Meter Data Surce this field determines hw the facility s metered data will be reprted t the PC Administratr Grss Metered by LSE If yur facility is grss metered by a Lad Serving Entity, namely Sierra Pacific Pwer Cmpany r Nevada Pwer Cmpany, and if yu have entered a valid premise ID belw, then yur facility s metered data will be autmatically reprted int NVTREC n a mnthly basis. On a quarterly basis, the metered data will be submitted by the LSE t the PC Administratr fr certificatin and the PCs will be autmatically depsited t yur accunt. Net Metered by LSE If yur facility is net metered by a Lad Serving Entity, namely Sierra Pacific Pwer Cmpany r Nevada Pwer Cmpany, then yur facility s net utput will be autmatically reprted int NVTREC n a mnthly basis. On a quarterly basis, the metered data will be submitted by the LSE t the PC Administratr fr certificatin. Hwever, yu will have t self-reprt any statin usage that yur facility t the PC Administratr fr PC certificatin. See Sectin 7 fr mre details n self-reprting. Nt Metered by LSE If yur facility is nt metered by a Lad Serving Entity, namely Sierra Pwer Cmpany r Nevada Pwer Cmpany, then yu must request t be assigned a premise ID by ing and entering the assigned premise ID belw. Once yu are assigned a premise ID, then yu may begin self-reprting yur facility s net utput and statin usage. See Sectin 7 fr mre details n self-reprting. Energy Type NA Gethermal Hydr Wind Slar Thermal Slar PV Bimass Methane Nameplate Capacity (MW) - The maximum rated utput in megawatts f a generatr under specific cnditins designated by the manufacturer. Generatr nameplate capacity is usually indicated n a nameplate physically attached t the generatr. 7

8 Estimated Net Delivered kwh The annual expected net utput f the facility in kilwatt hurs. Estimated Grss Delivered kwh The annual expected grss utput f the facility in kilwatt hurs. Distributed Generatin System Generatin that is nt wned by the utility, that is n the prperty f a custmer f the utility, and the utput f which is nrmally cnsumed lcally withut flwing n the transmissin system f the utility. Cmmercial Operatin Date The date n which the facility declared cmmercial peratin. Autmatic Credit Transfer If yu have an agreement (e.g. a pwer purchase agreement) with anther system user, yu may chse t have any PCs certified t yur accunt frm the facility autmatically transfer t the system user yu designate. Transfer t User a drp dwn menu lists the active accunts in NVTREC. Yu may select the accunt yu wish t autmatically transfer PCs t. Credit Transfer Type yu may select which type f credits yu wuld like t autmatically transfer t anther system user. Net Delivered Credits Aut transfer any credits assciated with the net utput f the facility. Statin Usage Credits Aut transfer any credits assciated with the statin usage f the facility. Net Delivered and Statin Usage Credits Aut transfer credits assciated with bth the net utput and statin usage f the facility. If yu chse t autmatically transfer yur credits t anther accunt, bth the PC Administratr and the transferee accunt must apprve the request. Facility Address Details Address City State Zip Cde Phne Fax Meter Details Premise ID Number (IMPORTANT) The Premise ID number is used by NVTREC as the unique identifier fr yur facility. It is typically assigned by the LSE when the LSE is ntified that there is a new meter t be set at the facility. If yur facility is either grss metered r net metered by the LSE, then NVTREC uses the Premise ID t retrieve metered data fr yur facility frm the LSE s database f metered data. Thus, it is critical that yu enter yur facility s crrect Premise ID number. If the Premise ID yu entered is incrrect, then yur facility s metered data will nt be laded int the system and submitted t the PC Administratr fr credit certificatin. If yu are unsure what yur facility s Premise ID number is r wuld like t cnfirm the number, please If yur facility is nt metered by the LSE, then yu must request t be assigned a premise ID number by ing Once yu are assigned a premise ID number, then yu may cmplete the registratin f yur facility. Primary Meter Number Primary Meter Lcatin Secndary Meter Number Secndary Meter Lcatin 5.2 Facility Registratin Apprval/Disapprval Once yu submit yur registratin frm fr apprval, the PC Administratr will be autmatically ntified by that yu have sent them a request t have yur facility apprved. Once the PC Administratr makes a decisin, yu will be ntified by whether yur facility registratin has been apprved r disapprved. 8

9 6. Editing Accunt and Facility Infrmatin Yu are able t edit the infrmatin n yur accunt r facility at any time; hwever, changes t yur accunt r facility infrmatin must be apprved by the PC Administratr befre they are changed in NVTREC. 6.1 Infrmatin Editing Frm T edit yur accunt infrmatin, click the Edit Accunt link lcated in the sidebar f yur Accunt Hme Page. Click the Add/Edit a Facility link lcated in the sidebar f yur Accunt Hme Page t edit yur facility s infrmatin. Once yu access the edit screen, yu are then able t view the accunt s mst current infrmatin. T view yur facility s mst current infrmatin, yu will have t select yur facility frm the Facility drp dwn menu lcated at the tp f the edit frm. T edit the accunt r facility s infrmatin, duble click the input bx fr the field yu wuld like t change and type in the new infrmatin. Once yu have finished editing the infrmatin, click the Submit bttm n the bttm f the screen and yur infrmatin request change will be sent t the PC Administratr fr apprval. 6.2 Infrmatin Edit Apprval/Disapprval Once yu submit yur infrmatin edit request fr apprval, the PC Administratr will be autmatically ntified by e- mail that yu have sent them a request t have yur accunt/facility s infrmatin changed. Once the PC Administratr makes a decisin, yu will be ntified by whether yur infrmatin edit request has been apprved r disapprved. 7. Self-Reprting (Submitting) Metered Data Depending n what yu selected fr yur Meter Data Surce during the registratin f yur facility (refer back t Sectin 5.1), yu can self-reprt metered data fr yur facility if yur facility is nt metered by the LSE. This shuld be dne n a quarterly basis, submitting cmplete data fr the quarter. S fr example, in April, yu wuld enter in yur statin usage kwh (and/r net delivered kwh) fr Jan-Mar if yur facility is nt net (r grss) metered by the LSE. Figure 7 - Submit Metered Data Screen 9

10 7.1 Submit Metered Data Frm In rder t access the Submit Metered Data frm, click the Submit Metered Data link lcated in the sidebar f the Accunt Hme Page. Belw are the steps yu will need t take t reprt yur metered data: 1. Select the Facility yu wuld like t self-reprt metered data fr frm the Facility drp dwn menu. The Energy Type and Premise fields will autmatically fill in fr the facility yu selected. 2. Select the Mnth and Year yu wuld like t reprt metered data fr. 3. Input the Net kwh and/r Statin kwh fr yur Facility, depending n what Meter Data Surce yu selected fr yur Facility. 4. Click the Submit buttn 5. Repeat steps 1-3 fr the remaining mnths f the quarter yu are reprting metered data fr. 7.2 Self-Reprted Metered Data Apprval/Disapprval Once yu submit yur net and/r statin usage kwh fr the quarter; the credit multiplier assciated with the energy type that yu are reprting fr will autmatically be applied. S fr example, if yu are reprting fr a slar PV facility, if yu reprt 100 kwh fr the first quarter, NVTREC will cnvert the 100 kwh t 240 PCs based n the current slar PV credit multiplier f The PC Administratr will receive bth an ntificatin and a hmepage ntificatin t review yur credit certificatin request. Once the credits have been certified (r disapprved), an ntificatin will be sent t yu alerting yu f the PC Administratr s decisin. If the metered data yu submitted was certified, the PCs will autmatically be depsited int yur accunt (as discussed further in the fllwing Sectin 8). 8. Depsit f PCs PCs are autmatically depsited int yur accunt nce they have been certified and they will be reflected in yur available balance as well as any accunt activity/histry reprts. If metered data has been submitted but nt yet certified, they will be reflected in the Pending Balance line f yur Accunt Hme Page. Remember, metered data can either be self-reprted by yu r reprted by the LSE directly t the PC Administratr. 9. Transfer f PCs PCs in yur available balance can be transferred t anther accunt. T transfer PCs, click n the Transfer Credits link and fllw the belw steps: Figure 8 - Credit Transfer Screen 10

11 9.1 Transfer Credits Screen The Transfer Credits screen displays the certificates that yu currently have in yur accunt. The certificates are described n the screen with the belw fields: Facility the name f the facility frm which the certificate riginated frm Energy Type the energy type used by the facility Certificate ID the ID assciated with the certificate Available Credits the number f available PCs that is currently assciated with the certificate. It des nt include any pending credits fr which yu have already transferred t anther accunt Transfer Credits Steps In rder t transfer credits t anther accunt, yu will have t perfrm the fllwing steps: 1. Click the bx next t the certificate that yu wuld like t transfer PCs frm 2. Enter the number f credits that yu wuld like t transfer. Nte that: The transfer amunt cannt be in fractins; it must be whle numbers The transfer amunt cannt be mre than the Available Credits amunt 3. Select the accunt that yu wish t transfer the PCs t. 4. Click the Transfer Credits buttn 9.2 Transfer Credits Apprval/Disapprval Once yu have initiated the PC transfer, the transferee will be ntified by that a transfer has been initiated frm yu. The transferee must then lgin and chse t accept r disapprve the PC transfer. If the transfer is accepted, then the PCs will be subtracted frm yur Available Balance as well as yur Pending Balance. If the transfer is nt accepted, then the PCs will remain in yur Available Balance and yur Pending Balance will reflect accrdingly. 9.3 Autmatic Transfers As discussed in Sectin 5, yu may chse t autmatically transfer any certificates generated frm yur Facility t anther accunt. Hwever, the Autmatic Transfer request must be apprved by bth the PC Administratr and the designated Transferee. After the ne-time apprval hwever, autmatic transfers will nt require transfer apprvals by the transferee as described abve. 10. Retirement f PCs PCs are nrmally retired by an entity t meet cmpliance with the Prtfli Standard. Hwever, yu may als retire yur PCs if yu d nt wish t sell r transfer them and wish t remve the PCs frm circulatin. In rder t retire yur PCs, click the Retire Credits link in the sidebar lcated n the Accunt Hme Page. 11

12 10.1 Retire Credits Screen Figure 9 - Retire Credits Screen Once yu have accessed the Retire Credits screen, yu will see the certificates currently in yur available balance, described with the fllwing fields: Facility ID Facility the name f the facility frm which the certificate was generated Energy Type the type f energy the facility used t create the PCs in the certificate Available Credits the number f PCs available in the certificate, less any transfers yu may have already made frm the certificate r any PCs yu may have already retired. Certificate ID the system assigned ID f the certificate After reviewing the certificates in yur available balance, perfrm the fllwing steps t retire yur PCs: 1. Click the checkbx next t the certificate yu wuld like t retire PCs frm 2. Input the number f credits yu wuld like t retire frm the certificate in the Credits t Retire field 3. Enter the Cmpliance Year yu are retiring credits fr. If yu are nt retiring credits fr cmpliance purpses, leave the field as YYYY. 4. Click the Retire Credits buttn When yu click the Retire Credits buttn, the PCs will be autmatically deducted frm yur available balance f PCs. There is n interventin prcess n the part f the PC Administratr t apprve r disapprve yur retirement f PCs. Thus, it is essential that yu carefully review the infrmatin yu input befre clicking Retire Credits. 11. Reprts NVTREC has a number f reprts that yu can use t view bth summary-level and detailed infrmatin regarding yur accunt. In additin, all reprts are exprtable t Micrsft Excel using the Exprt t Excel buttn. 12

13 11.1 Accunt Balance Detail The Accunt Balance Detail Reprt shws yu a detail f the PCs in yur current available balance, separated int the fllwing categries: Energy Type Facility Name 11.2 Accunt Generatin Figure 10 - Accunt Balance Detail Reprt The Accunt Generatin Reprt shws yu hw many PCs were submitted fr each f the facilities linked t yur accunt fr the queried time perid and if whether they were certified by the PC Administratr. S fr example, the reprt will shw yu that x number f credits were certified t Facility A, B, and C in Quarter 1, The reprt will shw the fllwing fields: Facility name f the facility Meter Data hw many kwhs were generated by the facility Type the energy type used by the facility Multiplier the credit multiplier fr the facility s energy type Credits the number f PCs certified fr the facility; this is equal t the Meter Data multiplier by the Multiplier number Figure 11 - Accunt Generatin Reprt 13

14 11.3 Accunt Histry Reprt The Accunt Histry Reprt will shw yu yur accunt s transactin histry, similar t a bank statement. The fllwing fields are shwn in the reprt: Date and Time f Transactin Descriptin f Transactin If the transactin was a credited transfer t yur accunt, wh the transactin was frm; and if the transactin was a debit t a transferee, wh the debt was t Facility which facility the transactin was related t Credit/Debit Amunt f the transactin 11.4 Certificate ID Histry Figure 12 - Accunt Histry Reprt The Certificate ID Histry Reprt will shw yu a histry f the certificates that were certified t yur accunt. The fllwing fields are shwn in the reprt: Date f Certificatin PC Certificate ID Facility Energy Type Credit Type Net Delivered r Statin Usage Number f Certified PCs and Number f PCs that were transferred frm the certificate Figure 13 - Certificate ID Histry 14

15 11.5 Facility Energy Histry The Facility Energy Histry Reprt will shw yu the amunt f metered kwh yur facility generated fr the queried time perid. The reprt will display the data by mnth and year Quarterly PC Figure 14 - Facility Energy Histry The Quarterly PC Reprt shws yu hw many PCs yur facilities generated fr a queried quarter, segregated int mnth and year. The fllwing fields are displayed: Facility Accunt Net Delivered Credits Statin Usage Credits Mnth Year Figure 15 - Quarterly PC Reprt 15

16 11.7 Retired Credit Histry The Retired Credit Histry Reprt shws yu a histry f the credits yu have retired. The belw fields will be shwn in the reprt: Date Retired PC Certificate N Facility Energy Type Number f PCs the number f PCs retired Cmpliance Year the cmpliance year fr which the PCs were retired Figure 16 - Retired Credit Histry Reprt 16

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