Percentage-Based Chargeback Bills in EnergyCAP

Advanced Operations Track

Percentage-Based Chargeback BillsPresented by John Pierce, CEM, CMVP

Agenda:

Scenarios

The Goal

Customers & Chargebacks

Creating a Chargeback Distribution

Processing Chargebacks

Customer/Tenant Bills

Scenarios

No physical submeter

Multi-story building with different tenants

Single-story building with multiple tenants

Single Vendor Meter serving multiple buildings (campus)

Bill split accounts

Agenda:

Scenarios

The Goal

Goal: Split or allocate a master bill

Allocate 100%?

Allocate less than 100%?

Base a split on:

% occupied area

External calculations

Agenda:

Scenarios

The Goal

View Chargebacks by:

Customer

Building

Distribution

Customers

All Chargeback Account/Meters should have a Customer assigned

PowerViews provide:

Roll-up data by Customer

Drill down to individual Chargeback Meter

Customers

Buildings

Only Buildings with at least one Chargeback Meter

PowerViews provide:

Roll-up data by Organization and Building

At Building, see all percentage allocations

Buildings

Distributions

Visually see distribution/allocation of the ‘Master’ Bill

Create and Edit distribution of the ‘Master’ Bill

Compare ‘Master’ Bill to sum of all Chargeback Bills

Distributions

Actual Data

Agenda:

Scenarios

The Goal

Chargeback Account/Meters are one-to-one:

Only 1 Meter per Chargeback Account

Only 1 Chargeback Account per Meter

If Creating <= 10 Chargeback Account/Meters:

Manually Add a Chargeback Account/Meter

Create Chargeback Account/Meter ‘on the fly’ in the Distribution Wizard

Add a Chargeback Account/Meter

‘On the fly’ in Wizard

If Creating > 10 Chargeback Account/Meters:

Use Setup Manager

Generate ‘Accounts & Meters’ Setup Spreadsheet

Accounts & Meters Setup Spreadsheet

Create Chargeback Distribution

Prior versions of the Distribution can be deleted.

Current version of the Distribution can be edited.

Edit Chargeback Distribution

Need to add Administration Fee, or Surcharge, to the bill?

Use ‘Add Account Charge’

Add Account Charge

Agenda:

Scenarios

The Goal

Bill Processing Manager

Agenda:Scenarios

The Goal

Invoice Reports

EnergyCAP Online

Questions

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Percentage-Based Chargeback Bills in EnergyCAP

Technology

Transcript of Percentage-Based Chargeback Bills in EnergyCAP

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