Submeter Reading-Based Chargeback Bills in EnergyCAP

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Advanced Operations Track

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


Agenda:Scenarios

Creating Calculated Accounts

Entering Meter Readings

Launching the Processor

Housekeeping

Customer/Tenant Bills


Scenarios


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


Calculated and Virtual Accounts


Goal:

Calculate a bill based on measured consumption


Agenda:Scenarios




Housekeeping



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



General and Method


Meter/Channel


Demand Channel


Bill Calculation


Agenda:Scenarios




Housekeeping




Manually into a Route

Import file

Manually at the Meter on the Facility Tree

Entering Readings


Import File



Agenda:

Scenarios




Housekeeping



To generate for all Accounts


To generate for a Cost Center Branch


To generate for a specific Account


Agenda:

Scenarios




Housekeeping



Housekeeping

Naming conventions

Configure trees to not double-count

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


How to reconcile?

Adding an administration fee or surcharge to the customer bill


Agenda:

Scenarios




Housekeeping



Invoice Reports


Invoice Reports


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Functionality added to Customers & Chargebacks Manager in EnergyCAP Online


Questions

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Technology

Submeter Reading-Based Chargeback Bills in EnergyCAP