This document provides an overview and demonstration of EnergyCAP's submetering and chargeback functionality. It discusses navigating customer and account hierarchies, the building blocks of a chargeback including customers, accounts, meters and distributions, and examples of simple split distributions. It also covers order of setup, distribution setup, creating chargeback bills, submeter terminology and setup, and answering questions.

1. Submeters & Chargeback
Manager
Ryan Ohlson
Chief Operating Officer
EnergyCAP, Inc.
©2016 EnergyCAP, Inc.

2. Navigating Customers and Chargebacks
Demonstration
Demonstrate the various ways to view distributions
By Master Meter
By Accounts hierarchy
By Buildings and Meters hierarchy

3. The Building Blocks of a Chargeback
Demonstration
Begin with a sketch!
The building blocks are…
Customer, Chargeback Account, Chargeback Meter,
Chargeback Distribution

4. The Building Blocks of a Chargeback
Demonstration (cont’d)
Distributions can contain
Split Percentages
Fixed Costs and/or Percentages at either the account
or meter
Submeters
Mixture of the above

5. Jessup State
Complex
(Electric)
Department A
(57%)
Department B
(43%)
Simple Split Distribution

6. Carter Hickman
(Electric)
Department C
(Submeter
#1068_SM1)
Department D
(Submeter
#1068_SM2)
Simple Split Distribution
Unit cost for submeters from Delmarva Rate Schedule USG2BASIC POLR Type II

7. Order of Setup Spreadsheets
Import the spreadsheet after completing each one
1. Customers
2. Accounts and Meters
3. Distribution Version
4. Simple Splits
5. Channels
6. Simple Submeters

8. Distribution Setup Demonstration
Create your customer(s)
Create your accounts and meters; we only support one-to-
one relationships
Using a setup sheet for simple distributions
Using the application to setup more complex distributions
Split 1068_SM1 to Department C, E, and F Chargebeack
Accounts
Demonstrate initializing a meter (1068_SM1 & 1068_SM2)
More on importing data in the next session in this track

9. Submeter Terminology & Setup Demo
Channel Properties
Odometer or Trip
Interval (43200 = minutes in a 30 day month)
Unit of Measure (VALUE)
Reading Type (READINGUSE)
Multiplier
Maximum Reading (including decimals)

10. Submeter Terminology & Setup Demo
(cont’d)
The Meter and its channels are added to a Route
ECO now transforms sub-monthly interval readings
on the fly for bill creation! More on this topic in the
next session in this track.

11. Creating Chargeback Bills Demo
First ensure you have all the pieces (Vendor bill, rate,
submeter readings, etc.)
Execute the Chargeback Processor
New Batch
Filters – especially import is the date range
Void / Delete if you make a mistake

12. Creating Chargeback Bills Demo (cont’d)
Hmmm, I expected to see more bills
Is your source bill approved? Is it void? Could the
source bill have already been split? Do you have new
readings or do they overlap existing bills?
Show how to compare created bills with the master bill

13. Questions