percentage-based chargeback bills in energycap
DESCRIPTION
Typical % chargeback scenarios, chargeback goal, customers and chargebacks, creating a distribution, processing chargebacks, customer/tenant bills in EnergyCAP. Learn more at www.EnergyCAP.com.TRANSCRIPT
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Advanced Operations Track
Percentage-Based Chargeback BillsPresented by John Pierce, CEM, CMVP
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Agenda:
Scenarios
The Goal
Customers & Chargebacks
Creating a Chargeback Distribution
Processing Chargebacks
Customer/Tenant Bills
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Scenarios
No physical submeter
Multi-story building with different tenants
Single-story building with multiple tenants
Single Vendor Meter serving multiple buildings (campus)
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Bill split accounts
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Agenda:
Scenarios
The Goal
Customers & Chargebacks
Creating a Chargeback Distribution
Processing Chargebacks
Customer/Tenant Bills
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Goal: Split or allocate a master bill
Allocate 100%?
Allocate less than 100%?
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Base a split on:
% occupied area
External calculations
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Agenda:
Scenarios
The Goal
Customers & Chargebacks
Creating a Chargeback Distribution
Processing Chargebacks
Customer/Tenant Bills
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Customers & Chargebacks
View Chargebacks by:
Customer
Building
Distribution
Customers & Chargebacks
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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Customers
All Chargeback Account/Meters should have a Customer assigned
PowerViews provide:
Roll-up data by Customer
Drill down to individual Chargeback Meter
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Customers
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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
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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
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
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Distributions
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Actual Data
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Agenda:
Scenarios
The Goal
Customers & Chargebacks
Creating a Chargeback Distribution
Processing Chargebacks
Customer/Tenant Bills
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Creating a Chargeback Distribution
Chargeback Account/Meters are one-to-one:
Only 1 Meter per Chargeback Account
Only 1 Chargeback Account per Meter
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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
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Add a Chargeback Account/Meter
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Add a Chargeback Account/Meter
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Add a Chargeback Account/Meter
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Add a Chargeback Account/Meter
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Add a Chargeback Account/Meter
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Add a Chargeback Account/Meter
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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
‘On the fly’ in Wizard
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If Creating > 10 Chargeback Account/Meters:
Use Setup Manager
Generate ‘Accounts & Meters’ Setup Spreadsheet
Accounts & Meters Setup Spreadsheet
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Create Chargeback Distribution
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Create Chargeback Distribution
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Create Chargeback Distribution
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Prior versions of the Distribution can be deleted.
Current version of the Distribution can be edited.
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Edit Chargeback Distribution
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Edit Chargeback Distribution
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Edit Chargeback Distribution
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Need to add Administration Fee, or Surcharge, to the bill?
Use ‘Add Account Charge’
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Add Account Charge
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Add Account Charge
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Add Account Charge
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Agenda:
Scenarios
The Goal
Customers & Chargebacks
Creating a Chargeback Distribution
Processing Chargebacks
Customer/Tenant Bills
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Bill Processing Manager
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Processing Chargebacks
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Processing Chargebacks
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Processing Chargebacks
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Agenda:Scenarios
The Goal
Customers & Chargebacks
Creating a Chargeback Distribution
Processing Chargebacks
Customer/Tenant Bills
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Invoice Reports
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EnergyCAP Online
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EnergyCAP Online
Questions
Visit the Ace Place to learn more!
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