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Attachment H Summary of Current Platform Functionality

Community Solar Program (CSP) Platform Actions and Functionality as of February

The CSP platform is a critical data and information system of the Oregon Community Solar Program. The summary below sets forth the data, information and files, as well as actions and functionality that the current CSP platform meets and that the CSP platform must continue to be capable of performing in a manner that is secure and user-friendly.

DISCLAIMER: The information below summarizes actions involving the CSP Platform and does not reflect every action the current or future Program Administrator or Low- Income Facilitator (LIF) conducts.

1. Actions required of and by Project Managers (PMs) and their agents, including:

a. Access to necessary training materials and related files

b. Uploading data and files, including:

i. Pre-certification applications and related files

ii. Project amendment requests

iii. Project subscriber data

iv. Certification applications and related files

v. Reports required of projects by Program

c. Verification, editing and management of data, including:

i. Participant and subscription details

ii. Adding, removing, and transferring subscribers between projects

iii. Project-specific data

d. Generate and download reports of all relevant project data

2. Program Administrator (PA) review, validation, QA/QC, and management of Program data and information, including:

a. PM- and project specific data and information for at least 20 years of Program operation

b. Project-specific data, information, and funds, including:

i. Subscribed and unsubscribed energy generated

ii. Fees collected by PA from utilities on behalf of projects

iii. Fees paid by PA to projects

iv. Fees retained by PA

c. Participant- and subscription-specific data and information for many thousands of participants for at least 20 years of Program operation

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d. Participant energy use, bill credits, payments, and fees

e. Imported .csv utility data transfer files, including the following information:

i. Project-specific generation

ii. Utility customer status of participants

iii. Participant energy use, payment of fees

iv. Participants rejected by utility billing system

3. PA calculating, analyzing, and verifying data and information to efficiently and routinely determine the following:

a. Project- and program-wide subscribed and unsubscribed capacity

b. Participant eligibility, including low-income

c. Participant bill credits and fees

d. Monthly invoices for program administration costs

e. Participant oversubscription and value of oversubscribed bill credits

f. Project, PM, and PM agent compliance with Program rules

g. Subscribed energy for participants utilities determine are not their customers

(“attributed generation”)

4. The platform must also accommodate the following variances:

a. Utilities and projects on alternate billing cycles

b. Projects with off-bill billing approved by Program

c. Participants that are subscribed to more than one project

d. Participants with multiple utility accounts

e. Subscriptions that include more than one utility site id

f. Participants that are subscribed to projects not yet operational

g. Participants that are in “suspended” status

h. Projects that pay some or all fees on behalf of participants

i. Participants that pay all fees

j. Projects and participants with different bill credits and fees