These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Renewable Energy Certificate
- Who it's for
- Portfolio operations teams
Portfolio operations teams
A portfolio team often has assessments in progress for several organizations at once. Renewable Energy Certificate links the organization, business unit and owner to each assessment. Its status and period fields give the team a practical way to separate draft preparation, reviewer work and closed cases. The Operations Overview helps people see recorded exceptions that need attention.
How Renewable Energy Certificate is set up for you
Keep boundaries clear
Check that each assessment belongs to the right organization and counterparty business unit.
Use the owner field
A named team member is responsible for preparing the record and following returned work.
Read the revision
The reviewer can see which assessment version was submitted before recording a decision.
Investigate outcomes
Pending or failed operation receipts stay linked to their parent instead of being scattered among provider emails.
A portfolio team often has assessments in progress for several organizations at once. Renewable Energy Certificate links the organization, business unit and owner to each assessment. Its status and period fields give the team a practical way to separate draft preparation, reviewer work and closed cases. The Operations Overview helps people see recorded exceptions that need attention.
Choose one organization with a few active business units. Standardize the record number and subject convention, then enter the periods the team already knows. Have the Control Owner attach the evidence used for the first review and ask the Assessment Tester to record a dated line where needed. The Independent Assurance Reviewer should work from the review queue and give a reason on a Return or Reject decision.
A portfolio manager can inspect assessment amounts by business unit only after the team agrees what the amount represents. A unit's application deposit and an assessment amount are different measures. Keep the underlying record accessible from the report so a reader can resolve an unexpected value. When several people work the same period, use the owner and reviewer links to preserve who prepared and who decided.
At implementation, agree the organization boundary for each user and the external provider references the team expects to carry forward. The [data model](/renewable-energy-certificate/data-model) shows where these links sit; the [roles page](/renewable-energy-certificate/roles) supports an access rehearsal.
Features to start with
Organization and access
Put each assessment in the right organization, business unit and team member's scope.
Assessment planning
Give each period, owner and review decision a traceable assessment record.
Retirement applications
Follow an application's status, decision date and provider reference under its assessment.
Roles on the team
- Auditor
- Read authorized evidence and reports in a scoped, read-only audit view. No record writes and no action execution.
- App Administrator
- Maintain organization configuration and membership. Membership administration does not confer assessment review authority.
- Control Owner
- Prepare assigned assessments, applications and attachments within the organization scope. Review decisions remain with the independent reviewer.
- Independent Assurance Reviewer
- Record an independent assessment decision against the reviewed revision and inspect linked evidence. The reviewer cannot approve their own submission.
- Assessment Tester
- Records dated assessment checks and attaches supporting material for the Control Owner's review.
Set up Renewable Energy Certificate your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.