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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  • PROPER USAGE UNITS
  • PROPER DEMAND UNITS
  • DIFFERENCE BETWEEN
  • WHY ROUTE?
  • RESTRICT ACCESS
  • LATE 2012
  • SUMMARY
  • Submeter Reading-Based Chargeback Bills in EnergyCAP

    1. 1. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAdvanced Operations TrackSubmeter Reading-BasedChargeback BillsPresented by John Pierce, CEM, CMVP
    2. 2. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:ScenariosCreating Calculated AccountsEntering Meter ReadingsLaunching the ProcessorHousekeepingCustomer/Tenant Bills
    3. 3. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comScenarios
    4. 4. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comPhysical submeter existsMeter readings are obtainableMulti-story building with different tenantsSingle-story building with multiple tenantsSubmetered CampusCost is calculated using the average unitcost or rate schedule
    5. 5. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comCalculated and Virtual Accounts
    6. 6. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comGoal:Calculate a bill based onmeasured consumption
    7. 7. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:ScenariosCreating Calculated AccountsEntering Meter ReadingsLaunching the ProcessorHousekeepingCustomer/Tenant Bills
    8. 8. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comData needed prior to setupAccount NumberVendorGeneral Ledger Code (if used)Customer or TenantMaximum Reading for thesubmeter channelNumber of digits for thesubmeter channelNumber of decimals for thesubmeter channelIs the Submeter channel type “Trip” or“Odometer?”Multiplier for the submeter channelWhat consumption unit of measureshould be used on the resultingCalculated Account Bill?Does the submeter also trackdemand?Should the cost be calculated basedon the AUC or by a Rate Schedule?If based on AUC, use the “MostRecent” or the “Closest Matching” billfrom the specified “Master”Account/Meter?
    9. 9. Create the Calculated Account©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
    10. 10. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comGeneral and Method
    11. 11. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comMeter/Channel
    12. 12. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comDemand Channel
    13. 13. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comBill Calculation
    14. 14. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:ScenariosCreating Calculated AccountsEntering Meter ReadingsLaunching the ProcessorHousekeepingCustomer/Tenant Bills
    15. 15. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comEntering Meter ReadingsManually into a RouteImport fileManually at the Meter on theFacility Tree
    16. 16. Entering Readings©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
    17. 17. Import File©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
    18. 18. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:ScenariosCreating Calculated AccountsEntering Meter ReadingsLaunching the ProcessorHousekeepingCustomer/Tenant Bills
    19. 19. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comTo generate for all Accounts
    20. 20. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comTo generate for a Cost Center Branch
    21. 21. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comTo generate for a specific Account
    22. 22. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:ScenariosCreating Calculated AccountsEntering Meter ReadingsLaunching the ProcessorHousekeepingCustomer/Tenant Bills
    23. 23. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comHousekeepingNaming conventionsConfigure trees to not double-countConsiderations if bills are exported toan A/P System, G/L System, or both
    24. 24. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comHow to reconcile?Adding an administration fee orsurcharge to the customer bill
    25. 25. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:ScenariosCreating Calculated AccountsEntering Meter ReadingsLaunching the ProcessorHousekeepingCustomer/Tenant Bills
    26. 26. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comInvoice Reports
    27. 27. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comInvoice Reports
    28. 28. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comEnergyCAP Online
    29. 29. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comEnergyCAP Online
    30. 30. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comComing Soon…
    31. 31. Functionality added to Customers &Chargebacks Manager in EnergyCAPOnline©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
    32. 32. QuestionsVisit the Ace Place to learn more!©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

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