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Percentage-Based Chargeback Bills in EnergyCAP

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EnergyCAP, Inc.
EnergyCAP, Inc.

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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©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Advanced Operations Track Percentage-Based Chargeback Bills Presented by John Pierce, CEM, CMVP
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Agenda: Scenarios The Goal Customers & Chargebacks Creating a Chargeback Distribution Processing Chargebacks Customer/Tenant Bills
©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)
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Bill split accounts
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Agenda: Scenarios The Goal Customers & Chargebacks Creating a Chargeback Distribution Processing Chargebacks Customer/Tenant Bills
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Goal: Split or allocate a master bill Allocate 100%? Allocate less than 100%?
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Base a split on: % occupied area External calculations
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Agenda: Scenarios The Goal Customers & Chargebacks Creating a Chargeback Distribution Processing Chargebacks Customer/Tenant Bills
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Customers & Chargebacks View Chargebacks by: Customer Building Distribution
Customers & Chargebacks ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
©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
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Customers
©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
Buildings ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
©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
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Distributions
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Actual Data
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Agenda: Scenarios The Goal Customers & Chargebacks Creating a Chargeback Distribution Processing Chargebacks Customer/Tenant Bills
©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
©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
Add a Chargeback Account/Meter ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Add a Chargeback Account/Meter ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Add a Chargeback Account/Meter ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Add a Chargeback Account/Meter ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Add a Chargeback Account/Meter ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Add a Chargeback Account/Meter ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Add a Chargeback Account/Meter ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com ‘On the fly’ in Wizard
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com If Creating > 10 Chargeback Account/Meters: Use Setup Manager Generate ‘Accounts & Meters’ Setup Spreadsheet
Accounts & Meters Setup Spreadsheet ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Create Chargeback Distribution ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Create Chargeback Distribution ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Create Chargeback Distribution ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Prior versions of the Distribution can be deleted. Current version of the Distribution can be edited.
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Edit Chargeback Distribution
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Edit Chargeback Distribution
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Edit Chargeback Distribution
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Need to add Administration Fee, or Surcharge, to the bill? Use ‘Add Account Charge’
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Add Account Charge
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Add Account Charge
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Add Account Charge
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Agenda: Scenarios The Goal Customers & Chargebacks Creating a Chargeback Distribution Processing Chargebacks Customer/Tenant Bills
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Bill Processing Manager
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Processing Chargebacks
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Processing Chargebacks
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Processing Chargebacks
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Agenda: Scenarios The Goal Customers & Chargebacks Creating a Chargeback Distribution Processing Chargebacks Customer/Tenant Bills
©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 EnergyCAP Online
Questions Visit the Ace Place to learn more! ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

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Percentage-Based Chargeback Bills in EnergyCAP

  • 1. ©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)
  • 4. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Bill split accounts
  • 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
  • 10. Customers & Chargebacks ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
  • 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
  • 12. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Customers
  • 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
  • 14. Buildings ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
  • 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
  • 16. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Distributions
  • 17. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Actual Data
  • 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
  • 28. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com ‘On the fly’ in Wizard
  • 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
  • 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.com Prior versions of the Distribution can be deleted. Current version of the Distribution can be edited.
  • 35. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Edit Chargeback Distribution
  • 36. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Edit Chargeback Distribution
  • 37. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Edit Chargeback Distribution
  • 38. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Need to add Administration Fee, or Surcharge, to the bill? Use ‘Add Account Charge’
  • 39. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Add Account Charge
  • 40. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Add Account Charge
  • 41. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com 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
  • 43. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Bill Processing Manager
  • 44. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Processing Chargebacks
  • 45. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Processing Chargebacks
  • 46. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Processing Chargebacks
  • 47. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Agenda: Scenarios The Goal Customers & Chargebacks Creating a Chargeback Distribution Processing Chargebacks Customer/Tenant Bills
  • 48. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Invoice Reports
  • 49. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com EnergyCAP Online
  • 50. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com EnergyCAP Online
  • 51. Questions Visit the Ace Place to learn more! ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

Editor's Notes

  1. NEW in EnergyCAP Online!