tracking deregulated accounts in energycap

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Standard Operations Track

Tracking Deregulated AccountsPresented by Ryan Ohlson, VP of Implementation Solutions

Agenda:

Terminology

Deregulated Scenarios

Shared Account Numbers

Unconsolidated Billing Example

Consolidated Billing Example



Agenda (continued):

Visible Supplier Accounts

PowerViews and Reports

Compare LDC with Supplier Use

Supply Contracts


Terminology

LDC (or T&D) account is the company that reads and repairs the physical meter


Supplier account is the company that provides the energy


Observation type is a category given to bill line items for reporting


Commodity classifies the type of meter being tracked


Vendor role classifies the type of vendor on the account


Shown in reports signifies if the information typically appears in reports and PowerViews



Deregulated Scenarios

Consolidated bills represent shared billing on one account


Unconsolidated bills represent separate billing using two accounts


Supplier only means that the LDC account bill is to be ignored



Shared Account Numbers

Sharing is encouraged because a unique account is vendor and account based



Unconsolidated Billing


Setup:

Two Accounts–Two Vendors–One Meter

Template: Separate LDC and Supplier

Supplier Lines:

Use Commodity Charge, Commodity Tax, Supplier Use (Generation, Wellhead, etc.)


LDC Lines:

Use Charge, Use, and other typical observation types

Vendor Role:

LDC is Service Provider, Supplier is Generation

Reports:YY05, BL01B, BL01C


Example


LDC Account template


Supplier Account template


Consolidated Billing


Setup:

One Account–Vendor–Meter (or One Account–Two Vendors–One Meter)

Template:

Custom–LDC and Supplier lines on the same template

Supplier Lines:

Use Commodity Charge, Commodity Tax, Supplier Use (Generation, Wellhead, etc.)


LDC Lines:


Vendor Role:

N/A–One vendor sends the bill for both vendors’ charges

Reports:YY16, BL01B, BL01C


Consolidated template


Enhance Supplier Data Visibility


Setup:

Two Accounts–Two Vendors–Two Meters

Template:

LDC and Custom Supplier template for Custom Supplier Commodity

Supplier Lines:

Use Commodity Charge, Commodity Tax, Custom Supplier Use


LDC Lines:


Vendor Role:

LDC is Service Provider, Supplier is Generation

Reports:All except YY05, BL01B, BL01C

Supplier meter is given a different commodity than the LDC


Different commodities eliminates double counting LDC usage


Assign supplier commodity a global use multiplier of 0



PowerViews and Reports

Supplier use typically does not show in PowerViews (exc. Custom Commodity)



YY05 / YY16


BL01B / BL01C


BL16A


Line item custom spreadsheet


Verify Supplier Use


Goal:

Validate Supplier Usage matches reported LDC usage


Solution:

Line item custom spreadsheet by observation type


Example supplier validation


Tracking Supply Contracts


Create a vendor contract


Assign accounts


Report on contracts

Questions

Visit the Ace Place to learn more!


tracking deregulated accounts in energycap

Technology

account2013 energycap

reporting2013 energycap

accounts2013 energycap

energy2013 energycap

ignored2013 energycap

ldc2013 energycap

ldc usage2013 energycap

custom commodity2013