Submeter Reading-Based Chargeback Bills in EnergyCAP

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Advanced Operations Track
Submeter Reading-Based
Chargeback Bills
Presented by John Pierce, CEM, CMVP

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

Scenarios

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

Calculated and Virtual Accounts

Goal:
Calculate a bill based on
measured consumption

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?

Create the Calculated Account

General and Method

Meter/Channel

Demand Channel

Bill Calculation

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

Entering Readings

Import File

To generate for all Accounts

To generate for a Cost Center Branch

To generate for a specific Account

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

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

Invoice Reports

EnergyCAP Online

Coming Soon…

Functionality added to Customers &
Chargebacks Manager in EnergyCAP
Online

Questions
Visit the Ace Place to learn more!

Submeter Reading-Based Chargeback Bills in EnergyCAP

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