Billing Services Courses

Rates and Billing Reviews – CMB

Course Number BI101

Course Description

Need extra training? New employee training? Need a refresher course? This training can help you understand your rate system better, billing, and/or teach new employees.

Learning objectives

  • basics of calculating a bill by hand – all services including taxes
  • how to use the Calc screen on CMB effectively
  • how to check rates using SR099 reports and the Inquiry screen
  • checking rates in billing after rate changes are made
  • calculating special conditions based on revenue, kw and kwh
  • voids and specials – checking for correct rates

Contact Hours

6

Prerequisite

None

 

 

Statistical Instruction – CMB

Course Number BI202

Course Description

CSA is excited to offer a special Statistical Instruction Class. This one-day training class will give attendees detailed information about their utility’s monthly statistic reports. Please note that this class will not cover balancing to general ledger or the TVA invoice.

Learning objectives

  • in-depth study of balancing your stat report, including all TVA required reports
  • learn the numerous steps CSA takes to produce accurate statistical information for TVA
  • how adjustments, location setups, and billing errors affect and delay your stats
  • how each individual report interacts and corresponds with the report as a whole
  • the calculations/formulas behind prorations, generation solar/wind power, enhanced growth credits, small manufacturing credits and more

Contact Hours

6

Prerequisite

Basic knowledge of your Utility’s class structure

 

 

Adjustment Instruction – CMB

Course Number BI201

Course Description

Adjustments in the past have been intimidating. With our help, you can overcome the stress by feeling confident about your adjustments. Improving your knowledge can improve the accuracy of your utility’s monthly statistic reports and billing. This class also includes instructions regarding demand determinations such as billed demands and minimum bills based on demand. Examples and hands-on training will enhance your overall understanding of adjustments.

Learning objectives

  • basic mechanics of making an adjustment
  • adjusting previous month readings in the adjustment
  • when it is better to rebill or make adjustments
  • how the adjustment affects your readings, billing and stat reports
  • better understanding of demand determinations within billing and adjustments
  • will receive all documentation/examples/instructions at the end of class

Contact Hours

6

Prerequisite

Basic knowledge of your utility’s bills and classes

 

 

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