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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.

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Percentage-Based Chargeback Bills in EnergyCAP

  1. 1. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAdvanced Operations TrackPercentage-BasedChargeback BillsPresented by John Pierce, CEM, CMVP
  2. 2. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:ScenariosThe GoalCustomers & ChargebacksCreating a Chargeback DistributionProcessing ChargebacksCustomer/Tenant Bills
  3. 3. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comScenariosNo physical submeterMulti-story building with differenttenantsSingle-story building with multipletenantsSingle Vendor Meter serving multiplebuildings (campus)
  4. 4. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comBill split accounts
  5. 5. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:ScenariosThe GoalCustomers & ChargebacksCreating a Chargeback DistributionProcessing ChargebacksCustomer/Tenant Bills
  6. 6. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comGoal: Split or allocate a master billAllocate 100%?Allocate less than 100%?
  7. 7. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comBase a split on:% occupied areaExternal calculations
  8. 8. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:ScenariosThe GoalCustomers & ChargebacksCreating a Chargeback DistributionProcessing ChargebacksCustomer/Tenant Bills
  9. 9. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comCustomers & ChargebacksView Chargebacks by:CustomerBuildingDistribution
  10. 10. Customers & Chargebacks©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
  11. 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. 12. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comCustomers
  13. 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. 14. Buildings©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
  15. 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. 16. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comDistributions
  17. 17. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comActual Data
  18. 18. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:ScenariosThe GoalCustomers & ChargebacksCreating a Chargeback DistributionProcessing ChargebacksCustomer/Tenant Bills
  19. 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. 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. 21. Add a Chargeback Account/Meter©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
  22. 22. Add a Chargeback Account/Meter©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
  23. 23. Add a Chargeback Account/Meter©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
  24. 24. Add a Chargeback Account/Meter©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
  25. 25. Add a Chargeback Account/Meter©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
  26. 26. Add a Chargeback Account/Meter©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
  27. 27. Add a Chargeback Account/Meter©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
  28. 28. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com‘On the fly’ in Wizard
  29. 29. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comIf Creating > 10 ChargebackAccount/Meters:Use Setup ManagerGenerate ‘Accounts & Meters’ SetupSpreadsheet
  30. 30. Accounts & Meters Setup Spreadsheet©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
  31. 31. Create Chargeback Distribution©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
  32. 32. Create Chargeback Distribution©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
  33. 33. Create Chargeback Distribution©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
  34. 34. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comPrior versions of the Distribution canbe deleted.Current version of the Distribution canbe edited.
  35. 35. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comEdit Chargeback Distribution
  36. 36. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comEdit Chargeback Distribution
  37. 37. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comEdit Chargeback Distribution
  38. 38. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comNeed to add Administration Fee, orSurcharge, to the bill?Use ‘Add Account Charge’
  39. 39. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAdd Account Charge
  40. 40. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAdd Account Charge
  41. 41. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAdd Account Charge
  42. 42. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:ScenariosThe GoalCustomers & ChargebacksCreating a Chargeback DistributionProcessing ChargebacksCustomer/Tenant Bills
  43. 43. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comBill Processing Manager
  44. 44. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comProcessing Chargebacks
  45. 45. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comProcessing Chargebacks
  46. 46. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comProcessing Chargebacks
  47. 47. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:ScenariosThe GoalCustomers & ChargebacksCreating a Chargeback DistributionProcessing ChargebacksCustomer/Tenant Bills
  48. 48. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comInvoice Reports
  49. 49. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comEnergyCAP Online
  50. 50. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comEnergyCAP Online
  51. 51. QuestionsVisit the Ace Place to learn more!©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

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