More Related Content Similar to Percentage-Based Chargeback Bills in EnergyCAP (14) More from EnergyCAP, Inc. (8) Percentage-Based Chargeback Bills in EnergyCAP1. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Advanced Operations Track
Percentage-Based
Chargeback Bills
Presented by John Pierce, CEM, CMVP
2. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Agenda:
Scenarios
The Goal
Customers & Chargebacks
Creating a Chargeback Distribution
Processing Chargebacks
Customer/Tenant Bills
3. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Scenarios
No physical submeter
Multi-story building with different
tenants
Single-story building with multiple
tenants
Single Vendor Meter serving multiple
buildings (campus)
5. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Agenda:
Scenarios
The Goal
Customers & Chargebacks
Creating a Chargeback Distribution
Processing Chargebacks
Customer/Tenant Bills
6. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Goal: Split or allocate a master bill
Allocate 100%?
Allocate less than 100%?
7. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Base a split on:
% occupied area
External calculations
8. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Agenda:
Scenarios
The Goal
Customers & Chargebacks
Creating a Chargeback Distribution
Processing Chargebacks
Customer/Tenant Bills
9. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Customers & Chargebacks
View Chargebacks by:
Customer
Building
Distribution
11. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Customers
All Chargeback Account/Meters should
have a Customer assigned
PowerViews provide:
Roll-up data by Customer
Drill down to individual Chargeback
Meter
13. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Buildings
Only Buildings with at least one
Chargeback Meter
PowerViews provide:
Roll-up data by Organization and
Building
At Building, see all percentage
allocations
15. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Distributions
Visually see distribution/allocation of
the ‘Master’ Bill
Create and Edit distribution of the
‘Master’ Bill
Compare ‘Master’ Bill to sum of all
Chargeback Bills
18. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Agenda:
Scenarios
The Goal
Customers & Chargebacks
Creating a Chargeback Distribution
Processing Chargebacks
Customer/Tenant Bills
19. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Creating a Chargeback Distribution
Chargeback Account/Meters are
one-to-one:
Only 1 Meter per Chargeback
Account
Only 1 Chargeback Account per
Meter
20. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
If Creating <= 10 Chargeback
Account/Meters:
Manually Add a Chargeback
Account/Meter
Create Chargeback Account/Meter ‘on
the fly’ in the Distribution Wizard
21. Add a Chargeback Account/Meter
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
22. Add a Chargeback Account/Meter
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
23. Add a Chargeback Account/Meter
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
24. Add a Chargeback Account/Meter
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
25. Add a Chargeback Account/Meter
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
26. Add a Chargeback Account/Meter
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
27. Add a Chargeback Account/Meter
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
29. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
If Creating > 10 Chargeback
Account/Meters:
Use Setup Manager
Generate ‘Accounts & Meters’ Setup
Spreadsheet
30. Accounts & Meters Setup Spreadsheet
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
34. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Prior versions of the Distribution can
be deleted.
Current version of the Distribution can
be edited.
38. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Need to add Administration Fee, or
Surcharge, to the bill?
Use ‘Add Account Charge’
42. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Agenda:
Scenarios
The Goal
Customers & Chargebacks
Creating a Chargeback Distribution
Processing Chargebacks
Customer/Tenant Bills
47. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Agenda:
Scenarios
The Goal
Customers & Chargebacks
Creating a Chargeback Distribution
Processing Chargebacks
Customer/Tenant Bills
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