1. Welcome

Summary

A warm welcome from the CEDARS team. This summarises the workflow for new PAs in CEDARS and what to expect as you progress. The workflow breaks out into the following steps:

1. The CEDARS development team adds the new PA to CEDARS

2. New PA staff sign up for CEDARS user accounts. If anyone on your team already has a community user account in CEDARS that they would like to change to a PA account, just let us know; we can do that.

3. New PA staff detail the PA program(s) in CEDARS. Including uploading the program implementation plans

4. New PA staff submit budget filing data to CEDARS. Elect to administer PA budgets are pre-approved; budget filing data are reported to CEDARS for informational purposes.

5. New PA staff submit monthly reports to CEDARS

6. New PA staff submit quarterly claims to CEDARS

Required information

The following information is required to add a new program administrator (PA) to CEDARS.

1. Official (long) name of the program administrator (e.g. Southern California Edison)

2. Program administrator code (The PA code is required to be 3-4 letters, e.g. SCE.)

3. What utility/utilities do you partner with to run programs?

4. What date are you required to have implementation plans (IP) posted to CEDARS? (Typically, it is 60 days following the CPUC approval of the elect to administer the proposal.)

5. What month do you expect to start your programs (i.e. what is the first monthly report you will submit)?

6. When is the PA deadline for submitting their budget filing data to Cedars?

7. The name and contact details of the lead contact for the PA. (So we can create a user account for them in Cedars. This person will have administrative permissions allowing them to manage other users for their PA.)

8. Anything else we should know?

Next step

Once we know the answers to those three questions, we can add you to CEDARS. When we have added you, we will email you the details regarding step two, setting up your team's PA user accounts in CEDARS.