# Tariff Settings

## Purpose of This Page <a href="#utility-tariffs" id="utility-tariffs"></a>

The **Tariff Settings** page defines the grid pricing logic used in solarVis.

All financial outputs, including pre- and post-solar bills, energy export compensation, payback period, and inflation-adjusted modeling, depend directly on the tariff configured here.

This page allows you to accurately model real-world utility structures such as fixed charges, minimum bills, tiered rates, time-of-use pricing, solar energy compensation, VAT, and multi-year inflation.

Accurate tariff configuration ensures that feasibility results reflect real grid conditions and regulatory frameworks.

## What You Can Do Here <a href="#what-you-can-do-here" id="what-you-can-do-here"></a>

From the Tariff Settings page, you can display the points below:

* View all tariffs in a structured table
* Search tariffs using the search field
* Apply advanced filters using the **Filter** button
* Activate or deactivate tariffs using the toggle
* Switch between **All Tariffs** and **Active Tariffs**
* Create a new tariff
* Edit an existing tariff or duplicate it
* Delete custom tariffs
* Open a detailed tariff preview in a side panel

This allows centralized tariff management across multiple countries, facility types, grid connection types, and regulatory models.

## Tariff List Overview <a href="#tariff-list-overview" id="tariff-list-overview"></a>

The main table displays all configured tariffs.

#### Table Columns <a href="#table-columns" id="table-columns"></a>

* Name
* Countries
* Facility Types
* Currency
* Created At
* Last Updated At

#### Row Elements <a href="#row-elements" id="row-elements"></a>

Each row includes:

* Activation toggle (Active / Inactive)
* Custom badge (for duplicated or user-created tariffs)
* Action menu (⋮) including:
  * Duplicate
  * Delete (for custom tariffs)
  * Edit (for custom tariffs)

#### Table Capabilities <a href="#table-capabilities" id="table-capabilities"></a>

You can:

* Sort tariffs by name
* Use the search bar or filter option to find specific tariffs
* Navigate between pages (All Tariffs and Active Tariffs)
* Click a tariff to open the preview side panel

This structure supports scalable tariff libraries across multiple markets.

### Using Filters <a href="#using-filters" id="using-filters"></a>

Click the **Filter** button to narrow the list.

Available filter options include:

* Country
* Facility Types (Residential, Commercial, Industrial, Agricultural)
* Status (Active / Inactive)
* Lead Generator Status (If applicable)
* Custom Only

Filters are especially useful when managing large tariff libraries across different countries or regulatory frameworks.

### Tariff Preview Popup Screen <a href="#tariff-preview-popup-screen" id="tariff-preview-popup-screen"></a>

Selecting a tariff from the list opens a detailed side panel showing:

* General information (country, currency, facility types)
* Fixed charges (Pre-Solar bill, Post-Solar bill, Apply Solar Credits)
* Rate Periods & Tiers
* Time-of-Use Schedule (Weekday & Weekend Schedule)

{% hint style="info" %}
Both **weekday** and **weekend** schedules can be configured separately, allowing different Seasonal and Hourly price definitions for each.
{% endhint %}

* Solar Compensation (Compensation Mechanism, True-up Period, True-up Month, Net Surplus Compensation)
* Financial Parameters (VAT Rate, Annual Inflation Rates)

This allows a quick review of the tariff.

## Creating a New Tariff <a href="#creating-a-new-tariff" id="creating-a-new-tariff"></a>

### Rate Details <a href="#rate-details" id="rate-details"></a>

This section defines **where and how the tariff can be used**.

#### Required Fields <a href="#required-fields" id="required-fields"></a>

* Name
* Currency
* Countries
* Facility Types

#### Optional <a href="#optional" id="optional"></a>

* Description

#### What These Settings Control <a href="#what-these-settings-control" id="what-these-settings-control"></a>

* In which **countries** is the tariff available
* Which **facility types** (Residential, Commercial, etc.) can use it
* Which **projects and Lead Generator configurations** reference it

{% hint style="info" %}
A single tariff can be assigned to multiple countries and facility types if needed.
{% endhint %}

{% hint style="info" %}
The **Tariff Name** and **Description** fields will be displayed in the proposal, so they should be written clearly, professionally, and in a client-facing format.
{% endhint %}

### Solar Compensation <a href="#solar-compensation" id="solar-compensation"></a>

This section defines how exported solar energy is treated.

#### Compensation Mechanisms <a href="#compensation-mechanisms" id="compensation-mechanisms"></a>

* Net Metering
* Net Billing
* Net Billing (Credit Carryover)

Each mechanism changes how energy exports are valued and whether solar credits exist in the system.

#### Mechanism Logic <a href="#mechanism-logic" id="mechanism-logic"></a>

1. **Net Metering**

* Exported energy offsets consumption at the **retail rate**
* Surplus becomes a credit balance
* Settlement occurs during the defined **true-up period**
* Solar credits exist

**System Effects:**

* Activates **Apply Solar Credits** option in Fixed Charges
* Doesn’t activate Export Settings (retail offset is implicit)

2. **Net Billing**

* Exported energy is compensated at a defined **export rate**
* No credit carryover between billing periods
* No ongoing credit balance

**System Effects:**

* Doesn’t activate Apply Solar Credits
* Activates **Export Settings**

&#x33;**. Net Billing (Credit Carryover)**

* Exported energy is compensated at a defined **export rate**
* Surplus credits roll over to future billing periods
* Credit balance can accumulate

**System Effects:**

* Activates **Apply Solar Credits** in Fixed Charges
* Activates **Export Settings**

#### True-Up Settings <a href="#true-up-settings" id="true-up-settings"></a>

When a credit-based mechanism is selected (Net Metering or Net Billing with Credit Carryover), additional settings appear:

* **True-up Period** (Monthly or Annual)
* **True-up Month**
* **Net Surplus Compensation Rate**

These define:

* When settlements occur
* How unused credits are handled
* Whether credits expire
* How the final surplus is compensated

### Export Settings <a href="#export-settings" id="export-settings"></a>

The **Export Settings** section appears only when:

* Net Billing
* Net Billing (Credit Carryover)

> It is **not visible** under **Net Metering**

#### What It Controls <a href="#what-it-controls" id="what-it-controls"></a>

Defines how exported energy is valued.

You can configure:

* **Export Rate Type**, such as:
  * Retail Rate
  * Retail Rate – Fixed Reduction
  * Retail Rate – Percent Reduction
  * Fixed Rate

This determines how energy export compensation is calculated.

{% hint style="info" %}
Export configuration directly affects:

* Post-solar bill calculation
* Export revenue
* Total project savings
  {% endhint %}

### Rates <a href="#rates" id="rates"></a>

#### Fixed Charges <a href="#fixed-charges" id="fixed-charges"></a>

Fixed charges represent recurring, non-energy costs added to the electricity bill.

Click **Add Fixed Charge** to create a new item.

For each charge, define:

* Name
* Amount
* Billing Period (per month or per day)
* Pre-Solar Bill toggle
* Post-Solar Bill toggle

#### How It Works <a href="#how-it-works" id="how-it-works"></a>

* **Apply Solar Credits** → If enabled, solar credits can reduce this fixed charge (when credit-based compensation is active)
* **Pre-Solar Bill** → Applies before solar installation
* **Post-Solar Bill** → Continues after installation

{% hint style="info" %}
The **Apply Solar Credits** toggle appears **only if** the selected Solar Compensation mechanism is:

* **Net Metering**
* **Net Billing (Credit Carryover)**

This toggle determines whether accumulated solar credits can offset the fixed charge.
{% endhint %}

This allows modeling:

* Service fees
* Grid connection energy charges
* Subscription costs

Fixed charges are included in both **monthly** and **long-term financial calculations**.

### Minimum Bill <a href="#minimum-bill" id="minimum-bill"></a>

Defines the minimum amount payable per billing period.

If calculated energy charges fall below this value, the system enforces the defined minimum.

This is essential in markets where utilities require a fixed minimum payment regardless of energy consumption.

{% hint style="info" %}
The Minimum Bill rule is applied to the pre-solar bill calculation, ensuring the minimum payment requirement is enforced before solar energy savings are considered.
{% endhint %}

### Rate Periods & Tiers <a href="#rate-periods-and-tiers" id="rate-periods-and-tiers"></a>

This section defines **energy-based pricing structures**.

Click **Add Period** to create a new rate period. Each period can contain multiple tiers.

For each tier, define:

* Consumption range
* Maximum kWh
* Rate per kWh
* Adjustment value
* Calculated total rate

{% hint style="info" %}
Consumption within each tier is charged at that tier's rate.
{% endhint %}

This structure supports:

* Block (tiered) pricing
* Seasonal pricing
* Multi-period rate structures

{% hint style="info" %}
Ensure tier ranges do not overlap.
{% endhint %}

{% hint style="info" %}
Defined periods are later mapped inside the **Time-of-Use Schedule**.
{% endhint %}

### Time-of-Use (TOU) Schedule <a href="#time-of-use-tou-schedule" id="time-of-use-tou-schedule"></a>

Assigns hourly pricing logic to defined rate periods.

Configuration is separated into:

* **Weekday Schedule**
* **Weekend Schedule**

For each:

* Month of the year
* Hour of the day

{% hint style="info" %}
You should assign a **period number** to the hourly cells.
{% endhint %}

The graph displays:

* 12 months
* 24 hours per day

Each hourly cell references a defined rate period.

This enables modeling:

* Peak hours
* Off-peak hours
* Seasonal peak variations

The Time of Use schedule directly impacts grid electricity purchase cost and savings calculations.

### Demand Charges <a href="#demand-charges" id="demand-charges"></a>

Models kW-based peak-demand or average-demand billing structures. Click **Add Demand Charge** to configure.

For each demand charge, define:

* Name
* Charge Type (Peak Demand or Average Demand)
* Effective Days (Weekdays / Weekends)
* Charge Rate per kW
* Minimum Demand
* Maximum Demand

#### Supports modeling of: <a href="#supports-modeling-of" id="supports-modeling-of"></a>

* Peak demand penalties
* Capacity-based billing

Demand charges are included in:

* Feasibility analysis
* Bill comparison outputs
* Long-term projections

### Financial Parameters <a href="#financial-parameters" id="financial-parameters"></a>

#### VAT Rate <a href="#vat-rate" id="vat-rate"></a>

Define the VAT percentage applied to electricity charges.

{% hint style="info" %}
VAT is included in total pre-solar and post-solar bill calculations when applicable.
{% endhint %}

#### Inflation Rates <a href="#inflation-rates" id="inflation-rates"></a>

Define annual inflation assumptions.

Inflation is applied to:

* Utility prices

{% hint style="info" %}
The inflation rate's impact is reflected in long-term financial outcomes such as total savings and payback period.
{% endhint %}

## Editing a Tariff <a href="#editing-a-tariff" id="editing-a-tariff"></a>

To modify a tariff:

1. Open the action menu.
2. Click **Edit**.
3. Update the desired configuration sections.
4. Click **Save Changes**.

You can modify all steps directly within the tariff configuration.

{% hint style="info" %}
Changes apply to future project calculations referencing this tariff.
{% endhint %}

## Duplicating a Tariff <a href="#duplicating-a-tariff" id="duplicating-a-tariff"></a>

To duplicate a tariff:

1. Open the action menu.
2. Click **Duplicate**.

{% hint style="info" %}
A new copy is created with a **Custom** label.
{% endhint %}

This is recommended when:

* Adapting a national tariff to a regional variation

> Duplicating prevents unintended changes to default or shared tariffs.

## Deleting a Tariff <a href="#deleting-a-tariff" id="deleting-a-tariff"></a>

Custom tariffs can be deleted via the action menu. System or default tariffs may be protected from deletion to ensure platform stability.

> Deleting a tariff removes it from the **Active Tariffs** list, meaning it will no longer be available for selection in future projects.

{% hint style="info" %}
Accurate tariff configuration is critical for reliable feasibility and proposal results. Incorrect or incomplete tariff settings will disrupt Return on Investment and customer-facing financial outputs.
{% endhint %}

***

## Related Pages <a href="#related-pages" id="related-pages"></a>

* [Project Details Page](/project-design/create-a-project/project-details.md)

Want to learn more? [Get in touch](https://www.solarvis.co/en/company/contact) with the team.


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