1. Rates
2/25/2019
Rates
©2003 SPL WorldGroup, Inc

2. Review - SA Types, Rates, & Billing

3. Some SAs Use A Rate To Calculate The Charges On Their Bill Segments
SA Type
Service Type
Recv Distribution
Valid Rates
-Rev Distribution
Payment Information
-Priority (if partial)
-Overpayment Info
-Financial Algorithm
-Late Payment
Billable
-Bill Segment Type
-How to charge
- -Calendar Billing
Valid SP Types
Debt Class
E RES E
A/R-UTIL
ERES-1, -2, -3
-R (Residential)
Normal
-Priority 30
-Allowed
-C=Pay,P=Pay
-Normal
Yes
-SP-RATED
-Cons/Rate
E-RES
REGU
DEPOSIT O
A/P-DEPO
Not Allowed
Normal
-Priority 20
-Not Allowed
-C=Pay,P=Pay
-N/A
Yes
-RECUR-AS
-Recur w/ AS
DEPOS
PAY ARR O
A/R-ARRG
Not Allowed
Normal
-Priority 10
-Not Allowed
-C=Pay,P=Pay
-Normal
Yes
-RECUR-AS
-Recur w/ AS
REGU
Special Role
Recur Charge Info
-Total Bill Amt
-Recurring Charge
-Recurring Freq
N/A
-Not Allowed
-Optional
-Monthly
N/A
-Required
-No proration
Pay Arrange
-Not Allowed
-Required
-Monthly

4. Creating A Bill Segment For A Rated SA
Determine Bill Period
Find Reads
Find Items
Rates affect these steps
Build SQ
Apply Rate
Calculate Lines
Generate FT
Freeze

5. To Build Service Quantities During Bill Segment Creation, We May Have to Calculate a Few Units
Determine Bill Period
Get consumption
Find Reads
Find Items
Calculate charges
Build SQ
If the rate has units that aren’t measured, these units are calculated during this step
Apply Rate
Calculate Lines
Generate FT
The various calculation algorithms that are executed before the calculation of lines are defined on the rate
Freeze

6. There Are 2 Types Of Quantity Calculation Algorithms
A Register Rule converts a register’s consumption (i.e., a register read) into a different UOM
Gas gets converted from cubic meters to kilojoules
Electricity may have line loss added
Etc.
A Service Quantity (SQ) Rule converts total consumption into other things:
It can apply contract limits to measured quantities
It can add together time-of-use consumption to derive total consumption
It can calculate totally new units of measure that are referenced in the rate’s rate components
Annual highest demand
Calculate seasonal consumption
Calculate number of days of usage

7. Another Way To Look At It Bill Segment ERD
Account
Bill Calc Header
Bill Line
Rate Version
Bill SA
Bill Segment
Register Rules can change these
SQ Rules can add / change these
Read Detail
Items Detail
Service Quantity
SQI
End
Start
Register
Register
Read
Item Type
UOM
TOU

8. In Addition, Rules Can Execute Mathematical Functions
Rules can also be used to calculate unusual values. For example:
Total Consumption / Number of Apartments = Average Consumption per Apartment
The mathematical functions are very rich
The obvious: +, -, /, *
The useful: minimum, maximum
Trigonometric: cosine, arc tangent
Obscure: square root
And many more (if it’s on a scientific calculator, we support the function)

9. Help in Creating Rate Schedules

10. Build a New Rate Schedule from Other Rates
To review, each rate schedule may contain various collections
SQ Rule collection
Bill Messages collection
Meter Configuration collection
To help you create new rate schedules you have some aides
Duplicate action button enables you to create a new rate schedule, which is a copy of another rate schedule

11. Duplicate Rate Schedule
2/25/2019
Rate Schedule – MFCTR-1
When duplicating, you will be asked to supply the new rate code
Rate Schedule – Bakery-1
Freq: Monthly
Currency: USD
SQ Rule
SVDAY
Description
Srvc chg based on # days
Bill Msg
CONS
Conserve Energy Msg
Mtr Config
E-STD
Standard TOU Config
All the information from the old rate schedule will be copied
Freq: Monthly
Currency: USD
SQ Rule
Description
SVDAY
Srvc chg based on # days
Bill Msg
Description
CONS
Conserve Energy Msg
Mtr Config
Description
E-STD
Standard TOU Config
You may also copy a rate schedule’s versions with the duplicate action
©2003 SPL WorldGroup, Inc

12. Rate Version & Rate Component

13. Each Rate Version Has Rate Components To Define How To Calculate Bill Lines
All components are linked to an effective-dated rate version
This rate has 8 rate components
Rate
ID: Bakery-1
Freq: Monthly
Currency: USD
Version: 3-Jan-2002
Type
Description
Price
Unit SQ
kWh on-peak charge $
kWh peak SQ
kWh off-peak charge $
kWh off SQ
kWh shoulder charge $
kWh shoul. SQ
KW 0 to 100 $ KW SQ
KW > 100 $ KW
Sum
KW Subtotal
N/A
N/A
Apply To
Discount (optional)
2.532%
N/A
Apply To
Sales tax
6.191%
N/A

14. Rate Version Lifecycle
Individual rate components are validated as they are entered
Some cross validation of components is required before a rate version is ready for use
Rate Version Lifecycle
A rate version is in progress while the components are being built – no cross validation is performed
The system performs cross validation for validated rate versions – but it is still not available for use by billing
In Progress
Validated
Billing will only use Finished rate versions to calculate a customer’s bill – cross validation has also been performed for this status
Finished
A rate version can transition from one status value to any other status value

15. Rate Component Types

16. There Are Several Different Classes Of Rate Components
Rates
2/25/2019
Rate
Rate Component
We’ve seen 3 types of rate components so far. There are actually 11 different types
Price / Unit SQ
Item
Interval/Direct Pricing
TOU Pricing
Flat
Dependent
Summary
Apply To
Minimum
Maximum
Exact
Generic Calculation Algorithm
Rate Version
Rate Compon.
©2003 SPL WorldGroup, Inc

17. Thank You!
©2004 SPL WorldGroup, Inc. All Rights Reserved. SPL WorldGroup, SPL, the SPL WorldGroup logo, the SPL logo, and SPL CC&B are trademarks owned by SPL WorldGroup B.V. or its subsidiaries. SPL WorldGroup, SPL, and the SPL WorldGroup logo are registered as trademarks in the United States and in certain other jurisdictions. All other brand, product and company names herein are used for identification purposes only and are the property of their respective owners.