how to create chargebacks & utiltize submeters on a campus

How to Create Chargebacks & Utilize Submeters On A Campus

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Presented by:Steve Heinz, PE, CEMFounder & CEO, EnergyCAP, Inc.

Forty years experience in civil, architectural, mechanical and software engineering

Professional Engineer and Certified Energy Manager

AEE 2013 International Energy Engineer of the Year


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What is a campus chargeback?Many educational, institutional and industrial complexes (campuses) have centralized utility distribution systems with their own utility plants


What is a campus chargeback?Individual buildings are served from the central “in-house” system; they don’t receive utility bills from commercial vendors


What is a campus chargeback?A “chargeback” is one name for the allocation of usage and cost to these individual buildings or spaces.

Other names are: allocations, rebillings, distributions


8 Ways Chargebacks Are Useful


1. Allocate costs to “general” and “auxiliary” budgets



2. ENERGY STAR ratings for individual buildings



3. Mandatory (legislated) energy usage reporting



4. M&V of energy reduction projects



5. Energy reduction competitions (dorm vs. dorm)



6. Building energy/sustainability dashboards



7. Allocation of line loss (expense and use)



8. Allocation of expenses related tocentral plant energy generation



Where does chargeback data come from?Estimates

Percentage splits based on floor area

Submeters and Submeter calculations

Bills for purchased utilities


Types of submeter systemsManual reads

Automated reads

Smart meters


8 Shortcomings of Homegrown Chargeback Processes


8 Shortcomings of Homegrown

Chargeback Processes

1. A maze of complicated Excel spreadsheets




2. Undercharge or overcharge




3. No demand charges




4. No way for “customers” to view their accounts




5. No audit trail




6. Very labor intensive




7. Relies on one person’s know-how




8. Manual interface to Accounting


Creating an effective processTwo keys:

Submeters (an inexact substitute is % allocations based on floor area)Utility bill management software


11 Submeter Recommendations



1. 15-minute (or better) interval data



2. Data stored in the cloud, not on your servers



3. Data validation is important!

4. Variety of output formatsand options (file, web service)



5. Creation of chargeback bills



6. Alerts/alarms



7. Remote diagnostics (HVAC, controls, schedules)

8. Dashboards and building kiosks



9. Power quality in sensitive facilities

10. Validation of Vendor meter readings and charges



11. Forecasting (use interval data between end date of last vendor bill and some future date in combination with weather HDD/CDD forecast)


8 Software Recommendations



1. Integrated tracking of all utility bills, both external vendor and internal chargebacks


2. Web based so “customers” can view their accounts



3. Ability to sort out purchased utilities and chargebacks; no double-counting of usage and cost



4. Ability to create chargebacks based on any combination of:

Submeter readings

Calculations based on multiple submeter readings

% splits



4. Ability to create chargebacks based on any combination of:

Estimates

Internal admin fees and surcharges

Allocation of expenses related to energy generation



5. Electronic interface with Accounting

6. M&V of energy efficiency projects

7. Robust reporting and analytics



8. ENERGY STAR Portfolio Manager interface



Presented by EnergyCAP, Inc.EnergyCAP is used by organizations that receive many utility bills for bill processing, energy reporting and analytics

Over 30 years as industry leader; first release in 1982. (The predecessor software was FASER Energy Accounting).

Web-based and on-premise versions.

Financially secure. No debt. No VC funds.

EnergyCAP software is all we do—we don’t sell hardware, retrofits, consulting, bill payment outsourcing, procurement.

2,100 organizations use EnergyCAP.City Government (San Francisco, Baltimore, Sacramento, Virginia

Beach, Tampa, Denver, Jacksonville, Oklahoma City, Cleveland)

County Government (Orange, Riverside, Santa Barbara CA; Loudoun, Fairfax, Chesterfield VA; Miami Dade, Charlotte FL)

Federal (USMC, Smithsonian, U.S. Dept of Energy Labs)

Commercial (Ryder, Equity Residential, Forest City, BJs Wholesale Clubs, CBRE, Northrop Grumman)

Education (800+ school districts, SUNY system, Univ of CA system, UCF, Univ of Kansas)


how to create chargebacks & utiltize submeters on a campus

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