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.

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

Advanced Operations Track

Submeter Reading-Based Chargeback BillsPresented by John Pierce, CEM, CMVP

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Agenda:Scenarios

Creating Calculated Accounts

Entering Meter Readings

Launching the Processor

Housekeeping

Customer/Tenant Bills

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Scenarios

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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

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Calculated and Virtual Accounts

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Goal:

Calculate a bill based on measured consumption

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Agenda:Scenarios

Creating Calculated Accounts

Entering Meter Readings

Launching the Processor

Housekeeping

Customer/Tenant Bills

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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

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

General and Method

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Meter/Channel

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Demand Channel

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Bill Calculation

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Agenda:Scenarios

Creating Calculated Accounts

Entering Meter Readings

Launching the Processor

Housekeeping

Customer/Tenant Bills

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Entering Meter Readings

Manually into a Route

Import file

Manually at the Meter on the Facility Tree

Entering Readings

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Import File

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

©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

To generate for all Accounts

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To generate for a Cost Center Branch

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To generate for a specific Account

©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

Housekeeping

Naming conventions

Configure trees to not double-count

Considerations if bills are exported to an A/P System, G/L System, or both

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How to reconcile?

Adding an administration fee or surcharge to the customer bill

©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

Invoice Reports

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Invoice Reports

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

EnergyCAP Online

©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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