Submeter Reading-Based Chargeback Bills in EnergyCAP

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Typical submeter chargeback scenarios for EnergyCAP, creating calculated accounts, entering meter readings, launching the processor, housekeeping, customer/tenant bills. Learn more at www.EnergyCAP.com.

Tecnologia Espiritual Negócios

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Advanced Operations Track
Submeter Reading-Based
Chargeback Bills
Presented by John Pierce, CEM, CMVP

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Agenda:
Scenarios
Creating Calculated Accounts
Entering Meter Readings
Launching the Processor
Housekeeping
Customer/Tenant Bills

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Scenarios

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Physical submeter exists
Meter readings are obtainable
Multi-story building with different tenants
Single-story building with multiple tenants
Submetered Campus
Cost is calculated using the average unit
cost or rate schedule

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Calculated and Virtual Accounts

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Goal:
Calculate a bill based on
measured consumption

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Data needed prior to setup
Account Number
Vendor
General Ledger Code (if used)
Customer or Tenant
Maximum Reading for the
submeter channel
Number of digits for the
submeter channel
Number of decimals for the
submeter channel
Is the Submeter channel type “Trip” or
“Odometer?”
Multiplier for the submeter channel
What consumption unit of measure
should be used on the resulting
Calculated Account Bill?
Does the submeter also track
demand?
Should the cost be calculated based
on the AUC or by a Rate Schedule?
If based on AUC, use the “Most
Recent” or the “Closest Matching” bill
from the specified “Master”
Account/Meter?

Create the Calculated Account
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
General and Method

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Meter/Channel

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Demand Channel

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Bill Calculation

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Entering Meter Readings
Manually into a Route
Import file
Manually at the Meter on the
Facility Tree

Entering Readings
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

Import File
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
To generate for all Accounts

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
To generate for a Cost Center Branch

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
To generate for a specific Account

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Housekeeping
Naming conventions
Configure trees to not double-count
Considerations if bills are exported to
an A/P System, G/L System, or both

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
How to reconcile?
Adding an administration fee or
surcharge to the customer bill

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Invoice Reports

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
EnergyCAP Online

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Coming Soon…

Functionality added to Customers &
Chargebacks Manager in EnergyCAP
Online
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

Questions
Visit the Ace Place to learn more!
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

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Submeter Reading-Based Chargeback Bills in EnergyCAP

4. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Physical submeter exists Meter readings are obtainable Multi-story building with different tenants Single-story building with multiple tenants Submetered Campus Cost is calculated using the average unit cost or rate schedule

8. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Data needed prior to setup Account Number Vendor General Ledger Code (if used) Customer or Tenant Maximum Reading for the submeter channel Number of digits for the submeter channel Number of decimals for the submeter channel Is the Submeter channel type “Trip” or “Odometer?” Multiplier for the submeter channel What consumption unit of measure should be used on the resulting Calculated Account Bill? Does the submeter also track demand? Should the cost be calculated based on the AUC or by a Rate Schedule? If based on AUC, use the “Most Recent” or the “Closest Matching” bill from the specified “Master” Account/Meter?

Notas do Editor

PROPER USAGE UNITS
PROPER DEMAND UNITS
DIFFERENCE BETWEEN
WHY ROUTE?
RESTRICT ACCESS
LATE 2012
SUMMARY

Submeter Reading-Based Chargeback Bills in EnergyCAP

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