introduction of ee central - bpa.gov · 2020. 4. 9. · pedro salrach, ee central project lead,...

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


2

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


3

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


4

EE Central –

First Steps


5

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.


6

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.


7

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.


8

Account & User Management My Account


9

Account & User Management My Profile


10

Measure Library


11

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)


12

Measure Library Deemed Measure Summary


13

Measure Library Measure Definition –

Details


14

Measure Library Measure Definition –

Costs and Benefits


15

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.


16

Containers

Containers can hold one or many:

–

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


17

Some deemed measures require user inputs

Required inputs are dependent upon the selected measure

Containers Measure Instances –

User Inputs


18

Invoices


19

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


20

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


21

Invoices Selecting Measures to Include in Invoice


22

Invoices Comments on Invoices

Actions:–

Create a comment–

Reply to a comment–

Edit own comment–

Delete own comment


23

Custom Projects -

Proposal


24

Custom Projects -

Proposal


25

Custom Projects -

Proposal


26

Custom Projects -

Proposal


27

Custom Projects -

Proposal


28

Custom Projects –

Completion Report


29

Advanced Functionality

Favorites

Dashboard Customization

Custom Programs

Third Party Programs*

EE Central Administrator Functionalities


30

Contact

For more information, contact:Rasa KeaniniEE Central Project Manager (BPA)[email protected](503) 230-3063

Or

Pedro SalrachEE Central Project Manager (Nexant)[email protected](650) 645-7737

mailto:[email protected]:[email protected]

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

introduction of ee central - bpa.gov · 2020. 4. 9. · pedro salrach, ee central project lead,...

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