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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Advanced Operations Track
Submeter Reading-Based
Chargeback Bills
Presented by John Pierce, CEM, CMVP

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Agenda:
Scenarios
Creating Calculated Accounts
Entering Meter Readings
Launching the Processor
Housekeeping
Customer/Tenant Bills

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Scenarios

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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

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Calculated and Virtual Accounts

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Goal:
Calculate a bill based on
measured consumption

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Agenda:
Scenarios
Creating Calculated Accounts
Entering Meter Readings
Launching the Processor
Housekeeping
Customer/Tenant Bills

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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?

9. Create the Calculated Account
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General and Method

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Meter/Channel

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Demand Channel

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Bill Calculation

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Agenda:
Scenarios
Creating Calculated Accounts
Entering Meter Readings
Launching the Processor
Housekeeping
Customer/Tenant Bills

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Entering Meter Readings
Manually into a Route
Import file
Manually at the Meter on the
Facility Tree

16. Entering Readings
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17. Import File
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Agenda:
Scenarios
Creating Calculated Accounts
Entering Meter Readings
Launching the Processor
Housekeeping
Customer/Tenant Bills

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To generate for all Accounts

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To generate for a Cost Center Branch

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To generate for a specific Account

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Agenda:
Scenarios
Creating Calculated Accounts
Entering Meter Readings
Launching the Processor
Housekeeping
Customer/Tenant Bills

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Housekeeping
Naming conventions
Configure trees to not double-count
Considerations if bills are exported to
an A/P System, G/L System, or both

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How to reconcile?
Adding an administration fee or
surcharge to the customer bill

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Agenda:
Scenarios
Creating Calculated Accounts
Entering Meter Readings
Launching the Processor
Housekeeping
Customer/Tenant Bills

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Invoice Reports

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Invoice Reports

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EnergyCAP Online

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EnergyCAP Online

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Coming Soon…

31. Functionality added to Customers &
Chargebacks Manager in EnergyCAP
Online
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32. Questions
Visit the Ace Place to learn more!
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