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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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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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