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Percentage-Based Chargeback Bills in EnergyCAP

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Typical % chargeback scenarios, chargeback goal, customers and chargebacks, creating a distribution, processing chargebacks, customer/tenant bills in EnergyCAP. Learn more at www.EnergyCAP.com.

Typical % chargeback scenarios, chargeback goal, customers and chargebacks, creating a distribution, processing chargebacks, customer/tenant bills in EnergyCAP. Learn more at www.EnergyCAP.com.

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  • Transcript

    • 1. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAdvanced Operations TrackPercentage-BasedChargeback BillsPresented by John Pierce, CEM, CMVP
    • 2. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:ScenariosThe GoalCustomers & ChargebacksCreating a Chargeback DistributionProcessing ChargebacksCustomer/Tenant Bills
    • 3. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comScenariosNo physical submeterMulti-story building with differenttenantsSingle-story building with multipletenantsSingle Vendor Meter serving multiplebuildings (campus)
    • 4. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comBill split accounts
    • 5. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:ScenariosThe GoalCustomers & ChargebacksCreating a Chargeback DistributionProcessing ChargebacksCustomer/Tenant Bills
    • 6. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comGoal: Split or allocate a master billAllocate 100%?Allocate less than 100%?
    • 7. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comBase a split on:% occupied areaExternal calculations
    • 8. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:ScenariosThe GoalCustomers & ChargebacksCreating a Chargeback DistributionProcessing ChargebacksCustomer/Tenant Bills
    • 9. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comCustomers & ChargebacksView Chargebacks by:CustomerBuildingDistribution
    • 10. Customers & Chargebacks©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
    • 11. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comCustomersAll Chargeback Account/Meters shouldhave a Customer assignedPowerViews provide:Roll-up data by CustomerDrill down to individual ChargebackMeter
    • 12. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comCustomers
    • 13. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comBuildingsOnly Buildings with at least oneChargeback MeterPowerViews provide:Roll-up data by Organization andBuildingAt Building, see all percentageallocations
    • 14. Buildings©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
    • 15. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comDistributionsVisually see distribution/allocation ofthe ‘Master’ BillCreate and Edit distribution of the‘Master’ BillCompare ‘Master’ Bill to sum of allChargeback Bills
    • 16. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comDistributions
    • 17. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comActual Data
    • 18. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:ScenariosThe GoalCustomers & ChargebacksCreating a Chargeback DistributionProcessing ChargebacksCustomer/Tenant Bills
    • 19. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comCreating a Chargeback DistributionChargeback Account/Meters areone-to-one:Only 1 Meter per ChargebackAccountOnly 1 Chargeback Account perMeter
    • 20. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comIf Creating <= 10 ChargebackAccount/Meters:Manually Add a ChargebackAccount/MeterCreate Chargeback Account/Meter ‘onthe 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
    • 28. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com‘On the fly’ in Wizard
    • 29. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comIf Creating > 10 ChargebackAccount/Meters:Use Setup ManagerGenerate ‘Accounts & Meters’ SetupSpreadsheet
    • 30. Accounts & Meters Setup Spreadsheet©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
    • 31. Create Chargeback Distribution©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
    • 32. Create Chargeback Distribution©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
    • 33. Create Chargeback Distribution©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
    • 34. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comPrior versions of the Distribution canbe deleted.Current version of the Distribution canbe edited.
    • 35. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comEdit Chargeback Distribution
    • 36. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comEdit Chargeback Distribution
    • 37. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comEdit Chargeback Distribution
    • 38. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comNeed to add Administration Fee, orSurcharge, to the bill?Use ‘Add Account Charge’
    • 39. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAdd Account Charge
    • 40. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAdd Account Charge
    • 41. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAdd Account Charge
    • 42. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:ScenariosThe GoalCustomers & ChargebacksCreating a Chargeback DistributionProcessing ChargebacksCustomer/Tenant Bills
    • 43. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comBill Processing Manager
    • 44. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comProcessing Chargebacks
    • 45. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comProcessing Chargebacks
    • 46. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comProcessing Chargebacks
    • 47. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:ScenariosThe GoalCustomers & ChargebacksCreating a Chargeback DistributionProcessing ChargebacksCustomer/Tenant Bills
    • 48. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comInvoice Reports
    • 49. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comEnergyCAP Online
    • 50. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comEnergyCAP Online
    • 51. QuestionsVisit the Ace Place to learn more!©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

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