Retiring SMF-3 for off platform customers (SC)

If your customer does not have an account on Katalist, you can retire SMf-3 on their behalf by following the steps below. They will receive the retirement statement via e-mail.

1) In the "Holdings" section of your account, you should select the SMF-3 that you would like to retire on behalf for off platform customers. When selected, a "Retire on behalf" button will appear at the bottom of the screen. Click this button.

2) A pop-up box will appear asking you to input the details of the off registry customer that will have the SMF-3 retired on their behalf. For further information on the data and documentation required for the off registry customer, see Annex III of the Manual. When all this information has been filled out, click next.

3) A pop-up box will appear and ask you to select whether credits should be included in the calculations on the platform and what the fossil baseline of reference should be to calculate the emission savings. Further information about these baselines can be found on Katalist's documentation page and in Annex VIII of the manual.

4) After selecting the fossil baseline of reference and whether credits will be included, you will be asked if you would like to include transport work information in this retirement, by clicking on the toggle. If you choose to include transport work, the off registry customer party will see the information as displayed below. If you choose not to include transport work information, none of this information will be visible to the off registry customer.

5) Next, you will be prompted to select the number of SMF-3 or emission savings you would like to retire on behalf of. The total amount of emission savings for the SMF-3 and baseline you selected is now visible (highlighted in red). If you would like to retire all these SMF-3, select "MAX".

6) There are three final inputs. You should toggle whether the name of the off registry customer should be listed in the Public Retirement Table (highlighted in red), then select the year in which this customer will claim the SMF-3, and select whether you would like to add a comment to the retirement statement (highlighted in red).

7) The final step is to select the box (highlighted in red) that confirms all the information you provided about the off registry customer is correct. Once you submit this retirement, the off registry customer will receive emails, further explained in the "Accepting SMF-3 retired on your behalf" section of this User Guide.

8) When the retirement on behalf has been approved by both the off registry customer and the Registry Administrator, you will receive an email confirming the process is complete.