How to view CPS submission and available calculation data in PTS?

A. Introduction:

The new page will provide view-only CPS data submission statuses and calculation results (if available) to specific CPS user roles and PTS Admin. 

B. User access:

• A new navigation tab labeled “View CPS Production Data” is added to access the page.

• DOER and CEC Admin will have access to CPS submission information for all CPTS-Registered systems.
• CPS GIS Account Holders, CPS System Owners, and CPS System Reporters will have access to CPTS-Registered systems that associate with their PTS accounts. 
• CPS Rec Owners, CPS Installers and non-CPS users will NOT see this tab in the menu bar.

C. Search filter options:

1. Before applying filters

• When the users first access the page via the new tab, the filters will be blank, and by default, the grid will display the most recent submissions for the three most recent months for their CPTS_Registered system.

For example, if system A has submitted data from January to June of 2023, by default, the grid will show the most recent submissions for the months of April, May and June of 2023. 

• If there are multiple data submissions per month for a system, the grid will only display the most recent submission according to the submitted date time via the API in the PTS database. 
• Every time the users access the page, it will refresh and find the most recent submissions per month for the systems until CPEC calculation takes place for the most recent submission sets. After the calculation has been completed, newer submissions for that month for that system will not appear on the grid.

For example, if there are two data submissions for system A for the month of June_2023 as below, the grid will show the highlighted record as it is the more recent record, according to its created date time. The data set in yellow will appear on the grid, and the one in green will NOT:

After the yellow data set has been calculated and CPEC has become available, any newly submitted data for the same reporting period will not be visible on the page. In the example below, the data set in yellow will appear on the grid, and the one in green will NOT:

• The users will need to apply filters to view broader data sets. 

2. Applying filters:

• The page will provide the following filter options:

• System ID: This filter refers to PTS ID  

• Sub-technology Type: This field refers to the Sub-Technology value displayed on the View System Information page. 

• City: This information is available on the View System Information page

 

• Data time range:
• Quarter/Year (Start and End)
• Month/Year (Start and End)

The time range will search for results according to the CPS period end dates, which is the last day of the reporting month. 

For example, when applying the filters below, the result grid will return data sets for Period End Dates of February 28, March 31, and April 30. 

D. Grid information: 

The page will provide the following view-only information in the result grid. The user can also export the filtered grid into Excel files:

• System ID (PTS ID)
• System Name
• Monthly Net Energy (kWH): This column refers to the Monthly Net Energy value in the JSON file submitted to the PTS database via the CPS API tool.
• Period End Date: This column refers to the last day of the reporting month. 
  • For example, June 2023 data submission will have a Period End Date of 6/30/2023.
• Date Time Reported: This column displays the submission timestamp recorded in the PTS database upon receiving the data via the CPS API tool.
• Notes:  This column displays the notes in the JSON file submitted to the PTS database via the CPS API tool. 
• City: The column refers to the city in the system’s address location.
• Program(s): This column displays all the participating programs of the systems.
• Sub-technology type: This column refers to the Technology Sub--Type field in the View System Information tab.

• CPS Resource Type: This column refers to the Resource Type in the SQA application

There are four (4) available CPS Resource Type values:

• • Existing Class I & II
  • New Class I
  • QESS (Qualified Energy Storage System)
  • DR (Demand Response)
• CPEC Calculated: This column will display a value of N or Y depending on the submission status of the data set:
  • Y indicates that the displayed submission has been used for CPEC calculation, and the results are available when expanding that record.
  • N indicates that the displayed submission has NOT been used for CPEC, and the results are NOT available on the grid at this time.
• Eligible CPEC for the reporting period: When CPEC calculation is available, this column will display the eligible CPEC for a particular month, according to the submitted data, before applying any carryforward and adjustment balance(s). 
• CPEC calculation result: 

There is an arrow that allows expanding a submission to view its CPEC calculation if available.

• • When CPEC calculated column displays N, the data set has not been calculated, and CPEC results are not available. The users will see the message “CPECs have not been calculated for this reporting period.”

• • When CPEC Calculated column displays Y, the users will see the CPEC calculation results when expanding the row. 

 

The calculation results will include the following information:

• Monthly Net Energy: Total Net Energy during the Actual Monthly System Peak.
  • Monthly Net Energy equals to 0 will appear as a '_'
• Monthly Multiplier: Shall modify the number of Clean Peak Energy Certificates generated during the Hour of Actual Monthly System Peak.
• Monthly Peak: Total CPEC generated during the Actual Monthly System Peak
• Season 1 Net Energy (kWH): Total Net Energy during the Seasonal Peak Period
• Seasonal 2 Net Energy (kWH): Total Net Energy during the Seasonal Peak Period
  • Seasonal Net Energy equals to 0 will appear as a '_'

For example, the first half of May is Seasonal 1, and the second half is Seasonal 2 due to the Seasonal Peak Period schedule.

• Seasonal 1 Multiplier: Shall modify the number of Clean Peak Energy Certificates generated during the Season Peak Period
• Seasonal 2 Multiplier: Shall modify the number of Clean Peak Energy Certificates generated during the Season Peak Period

For example, Season 1 Multiplier will apply to the first half of May, and Seasonal 2 Multiplier will apply to the second half.

• Seasonal CPEC: Total CPEC generated during the Seasonal Peak Period
• Resilience Multiplier: The Resilience Multiplier modifies the number of Clean Peak Energy Certificates generated by a Clean Peak Resource that is also a Resilient Facility and can provide electric power to a load during external outage conditions.
• Resource Multiplier: Refers to either SMART ES multiplier or Existing Resource Multiplier
• Combined Multiplier: The multiplier of Resilience and Resource Multipliers
• Distribution Circuit Multiplier: This multiplier is currently not active and defaults to N/A
• Contracted Resource Multiplier: This multiplier is currently not active and defaults to N/A
• When the calculation is available in the expanded section, the user can also press “View Details” links to see the corresponding Monthly or Seasonal Net Energy used for calculation.

For example, when the user presses the “View Details” link next to Monthly Peak, a popup window will show the interval data during the Monthly Peak Hour used for CPEC calculation during that reporting period:

When the user presses “View Details” link next to Seasonal CPEC, a popup window will show the interval net energy within the corresponding seasons (Spring, Summer, Fall and Winter) used for CPEC calculation.