introduction of ee central - bpa.gov · 2020. 4. 9. · pedro salrach, ee central project lead,...
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B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
Introduction of EE Central
Presented by:Rasa Keanini, EE Central Project Lead, BPA
Pedro Salrach, EE Central Project Lead, Nexant
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EE Central: History
Dec 2010
–
BPA contracted with Nexant
for the
second phase of EE Central
Jan –
Feb 2011
–
Nexant
and BPA staff
collaborated to finalize requirements
Feb 2011
–
Nexant
begins design of system
March 2011
–
Prototype 1: Account Management
April 2011
–
Prototype 2: Deemed Measure
Management and Invoices
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EE Central: Continued Development
March –
June 2011
–
Nexant
will continue to build and demo prototypes
Summer 2011
–
Continued development and implementation of EE Central and User Acceptance Testing
October 1, 2011
–
EE Central goes live with core functionality
Oct –
Dec 2011
–
Implement advanced functionality
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B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
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EE Central –
First Steps
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B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
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Account & User Management Requesting New EE Central Account
Account ≠
User
Account request submittal will send notification to EE Central administrator.
EE Central Administrator will review the request.
If approved, the account contact receives an invitation to join the account as the Account Administrator.
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Account & User Management Creating User Profile
After invitation from Account Administrator or EE Central Administrator, user receives an email with a link that takes user to this form to complete user details.
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Account & User Management Logging In
Once a user inputs the user details, then they can login to EE Central.
After logging-in user will land on the user dashboard.
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Account & User Management My Account
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Account & User Management My Profile
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B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
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Measure Library
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Measure Library Searching for Deemed Measures
User may search Deemed Measures by:–
Measure Name–
Measure Type (aka Basis of Savings)–
Reference Number–
Legacy Reference Number–
Keyword Search String–
Sector (e.g. Residential)–
End-use (e.g. Lighting)–
Category (e.g. Fixtures)–
Climate Zone(s)–
Effective Date Range–
RTF Determination Date–
Cost Effective (Y/N)–
RTF Deemed (Y/N)–
BPA Qualified (Y/N)
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Measure Library Deemed Measure Summary
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B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
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Measure Library Measure Definition –
Details
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B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
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Measure Library Measure Definition –
Costs and Benefits
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Measure Library Adding Measures to a Container
User may select one or multiple deemed measures.
When a measure is added to a container a measure “instance”
is created.
It’s also possible to export selected list.
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Containers
Containers can hold one or many:
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Deemed measures–
Custom Projects–
Custom Programs
A container has a default Funding Source (but a different one can be used for each measure)
Operations:–
Bulk-import of deemed measures.–
Move measures from container to container (drag & drop can be used)
–
Bulk-edit of measures (funding source, etc.)
–
Removal of measures
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Some deemed measures require user inputs
Required inputs are dependent upon the selected measure
Containers Measure Instances –
User Inputs
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Invoices
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Invoices Searching for Invoices
User may search for Invoices by:–
Invoice/Filing Name–
Invoice/Filing Status–
Invoice/Filing Number–
Invoice Submittal Date (aka Review Submission Date)
–
Determination Date–
Total Savings–
Total Reimbursement Amount
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Invoices Creating an Invoice
Create invoice:–
For all completed Deemed Measures and Custom Projects
–
With search (date range, …)
Actions:–
Remove Measures–
Comments–
Submit for Review–
Cancel–
Delete
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Invoices Selecting Measures to Include in Invoice
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B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
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Invoices Comments on Invoices
Actions:–
Create a comment–
Reply to a comment–
Edit own comment–
Delete own comment
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B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
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Custom Projects -
Proposal
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B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
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Custom Projects -
Proposal
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B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
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Custom Projects -
Proposal
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B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
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Custom Projects -
Proposal
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B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
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Custom Projects -
Proposal
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B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
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Custom Projects –
Completion Report
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B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
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Advanced Functionality
Favorites
Dashboard Customization
Custom Programs
Third Party Programs*
EE Central Administrator Functionalities
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Contact
For more information, contact:Rasa KeaniniEE Central Project Manager (BPA)rkeanini@bpa.gov(503) 230-3063
Or
Pedro SalrachEE Central Project Manager (Nexant)psalrach@nexant.com(650) 645-7737
mailto:rkeanini@bpa.govmailto:psalrach@nexant.com
Introduction of �EE CentralEE Central: HistoryEE Central: Continued DevelopmentEE Central – First StepsAccount & User Management�Requesting New EE Central AccountAccount & User Management�Creating User ProfileAccount & User Management�Logging InAccount & User Management�My AccountAccount & User Management�My ProfileMeasure LibraryMeasure Library�Searching for Deemed MeasuresMeasure Library�Deemed Measure SummaryMeasure Library�Measure Definition – DetailsMeasure Library�Measure Definition – Costs and BenefitsMeasure Library�Adding Measures to a ContainerContainersContainers�Measure Instances – User Inputs InvoicesInvoices�Searching for InvoicesInvoices�Creating an InvoiceInvoices�Selecting Measures to Include in InvoiceInvoices�Comments on InvoicesSlide Number 23Custom Projects - ProposalCustom Projects - ProposalCustom Projects - ProposalCustom Projects - ProposalCustom Projects – Completion ReportAdvanced FunctionalityContact
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