Grid operator report, members' invoices and balance in one workflow. The management board approves the month with a full overview, the member checks their own result, and accounting receives ready‑made summaries.
Month result next to the grid operator's result, sample data
720 hoursdata to compare
members’ invoicescompared with the calculation in supported formats
12 monthsbalances with expiry dates
14 daysto notify KOWR of changes
Purchase and scope of data
You will find prices and how to order in the packages.
720 hours of report: example for a 30‑day month.
Invoice check: items dependent on energy quantity, in supported formats and tariffs.
12‑month balance: each surplus batch has an expiry date.
14 days to KOWR: the deadline is counted from the change of data subject to notification.
For municipalities and cooperative management boards
A municipality founding a cooperative
Before the municipal council makes a decision, you need figures, documents and someone who will run the settlements after the cooperative is founded.
Profitability simulator on your own data
EFET Foundation training for the municipal council, the management board and members
The articles of association, settlement terms and the KOWR application are prepared by HWW Hewelt Wojnowski Lindner i Wspólnicy sp.k. under a separate quote
A cooperative member joins free of charge at the management board’s invitation, and if you run several cooperatives or have more metering points, see the individual offer.
What you get with the subscription
Eight settlement elements in Full access: from the cooperative’s result to the member’s invoice.
Members, PPE, tariffs and the installation's capacity are entered once; the tool indicates missing data.
After uploading the XLSX file, you will check the measurement hours, gaps, and PPE compliance with the member records.
Compare the recalculation with the grid operator's result: consumption, feed‑in, hourly settlement, surplus after the 0.6 factor and energy to purchase. You will read the difference in kWh.
Add PDF invoices and compare energy quantities with the calculation. For supported items, you will find the difference and the regulation, and you will save the management board's decision.
You track the balance batches by the 0.6 coefficient and their expiry over 12 months, with a view of the settlement year.
You have the data for the report and the 70% condition, power thresholds and KOWR deadlines calculated from the saved dates.
Own metering day by day, cooperative energy coverage and invoice next to the settlement rules, in one view.
Terms and conditions, internal amounts and energy quantities assigned to members are managed in XLSX reports.
How to read previews
The screenshots show sample data. We confirm support for report, invoice and tariff formats before purchase.
Prepare the cooperative for settlements
To be included in the KOWR list, a cooperative needs space for the installation, grid connection, members and settlement rules. You can check this with Full access tools.
Place for the installation
Check the local plan, nature protection, flood risk, and capacity and application queue at the nearest point in the list.
From the entry in the list, monitor power thresholds, data for the 70% condition, the 2026 report (due 28 February 2027) and change notification deadlines.
Compare group composition, energy balance and costs on your own data before you decide on an energy cooperative. You save further variants for a conversation with the participants.
The tool is included in the price of Full access, and settlements with accounting for the management board are in the packages with service. Implementation, training and documents are agreed separately. The EFET Foundation also runs consultations with a specialist in energy cooperatives, 2 to 3 hours per month.
Implementation and training
The EFET Foundation helps set up member records and get through the first month, and provides training for the management board, members or the municipal council.
The articles of association, settlement terms and conditions, agreements with the operator and supplier, and the application to KOWR are prepared by HWW Hewelt Wojnowski Lindner i Wspólnicy sp.k., the legal adviser to the service.
The EFET Foundation or a partner company runs the month; the management board assesses differences and approves the result. Data remains in the cooperative's account.
Services are agreed and priced separately, without changing the subscription price. Setting up settlements includes a kickoff call and the joint creation of the first member records.
Spreadsheet, outsourced service or TransakcjeOZE
The comparison covers tasks that the management board carries out each month before approving the settlement.
Area
Spreadsheet
Outsourced service
TransakcjeOZE
Visibility before the month is approved
People the file was sent to
Depending on the agreement with the contractor
The management board and invited persons by role; a member sees their own result
Member invoice check
Manual comparison of items
Within the scope assigned to the contractor
Supported items compared with the calculation, difference indicated for clarification
Surpluses and their expiry
Depending on the structure of the spreadsheet
If included in the engagement
Balance batches with expiry dates, the next 3 months highlighted
Deadlines for KOWR notifications
Tracked by the management board itself
If included in the engagement
14‑day deadline counted from the recorded data change
Summary for accounting
Manually prepared
According to the contractor's template
Closed month in XLSX, ready to hand over
Change history
Subsequent versions of the file
Depending on the agreement with the contractor
Cooperative event log with the date and author of each entry
Member data storage
In the place chosen by the cooperative
With the contractor, under the terms of the contract
In the European Union, with role‑based access; the EFET Foundation has read‑only access
Cost
Software licence and the time of the management board or accountant
Fee agreed with the contractor
Fixed monthly subscription, price below
Comparison scope
The TransakcjeOZE column describes settlements in Full access. The sheet and external support may include other features, depending on the sheet structure and the contract with the contractor.
Are you changing your settlement company?
Prepare the following for the kick-off call with the EFET Foundation:
list of members and metering points with tariffs and installation capacity;
hourly DSO reports in XLSX from the first settlement month;
members' invoices in PDF and the cooperative's settlement terms.
At the kick-off call we will agree when and in what form the cooperative will move to TransakcjeOZE: the management board runs the settlements itself in the tool, or the EFET Foundation runs the month in a package with service. You can download closed months in XLSX at any time.
Hourly reports and members’ invoices are sensitive data. We keep them in the European Union, encrypt what identifies individuals, and show each person only what they are allowed to see.
Data in the European Union
The cooperative database is hosted with Neon in Frankfurt, and processing takes place in the same region.
Encryption
Every connection to the tool is encrypted (TLS). Members' e‑mail addresses and phone numbers are stored encrypted with AES‑256‑GCM, and the key is kept outside the database.
Access by roles
The management board and invited persons see the data. A member sees only their own metering point. The EFET Foundation and moderator have read‑only access.
Only the necessary data
We do not accept PESEL numbers: the tool blocks them during upload. We store the original operator report encrypted, and save the read result from the invoice.
Backups in the EU
The database provider maintains backups in the Frankfurt region. Restoring data after a failure does not require the cooperative to re‑upload reports.
The data belongs to the cooperative
You can download the closed month in XLSX at any time. We retain the data for 6 years after membership ends, and remove it earlier at the management board’s request.
Technical details
Database: Neon Postgres, Frankfurt (fra1) region, accessible only from TransakcjeOZE serverless functions running in the same region. Member contact fields: AES‑256‑GCM with a random vector on each write, key in server configuration, not in the database. Roles: management board, accounting, advisor, member; every action on the member records and period is logged in the cooperative's event log. EFET Foundation processes data on behalf of the cooperative as the tool operator. Details: Privacy policy.
From data to settlement
In Full access, you complete the member records and upload the XLSX report and PDF invoices. In the packages with service, the EFET Foundation does this. The tool calculates the data, and the management board assesses the differences and approves the month.
Package
You choose a package. With service, we start with a kick-off call and a contract.
Member records
You enter members, PPEs and tariffs; the tool indicates missing data.
Grid operator report and invoices
Upload the hourly report in XLSX and add the original PDF invoices of members.
Month closed
You will receive the result on the screen, assess the differences, check the invoices and approve the month.
Knowledge from the monograph
The settlement rules in the tool were developed by Aleksandra Lindner, co-author of the monograph published by Wolters Kluwer Polska in the “Prawo w praktyce” series.
The book covers, among other things, the procedure for founding a cooperative, relations with the distribution system operator and the energy supplier, taxes and financing. Chapter VI is titled “Wewnętrzne rozliczenia spółdzielni energetycznej” (Internal settlements of an energy cooperative).
“Spółdzielnia energetyczna” (Energy cooperative)
A practical legal and tax guide
Authors
Zuzanna Bokina‑Kiełbasa, Mikołaj Hewelt, Aleksandra Lindner
Three packages. In two of them, the month and the books are run by the EFET Foundation; in the third, the management board runs the settlements itself in the tool. Prices exclude VAT per month, with the VAT amount shown alongside.
We settle on your behalf The EFET Foundation runs the month; the management board approves the result.
Settlement and accounting service
For a management board that hands over the month and the books and approves the result itself.
The EFET Foundation uploads the operator report and invoices, checks them and presents the differences to the management board for a decision
KOWR deadlines monitored and notifications prepared
Cooperative books kept by the EFET Foundation
A dedicated cooperative advisor
Everything in Full access: the tool, member accounts, data on parcels, the grid and companies
PLN 1,900excluding VAT/month (PLN 2,337.00 including VAT)
PLN 2,400excluding VAT/month (PLN 2,952.00 including VAT)
PLN 1,900 to the EFET Foundation and PLN 500 to HWW Hewelt Wojnowski Lindner i Wspólnicy sp.k., under a separate contract and invoice from the law firm.
Templates require adjustment. HWW Hewelt Wojnowski Lindner i Wspólnicy sp.k. prepares the changes at its own risk, based on a separate quote.
Unlimited listing unlocks for full data are a separate variant for PLN 490 excluding VAT/month (PLN 602.70 including VAT), described in pricing.
Less work in the spreadsheet
The tool recalculates the uploaded hourly report, and you assess the month result and differences to clarify.
Numbers for discussions with members
A member's question about their invoice has an answer with a calculation and a regulation, not from memory.
Deadlines under control
You can see the expiry dates of the balance batches and the deadline for the KOWR notification, calculated from the saved change.
Sites, companies and the grid included
Full access also includes checking sites, companies and the grid.
Individual offer
Do you have more than 10 metering points in a package with service, more than 50 in Full access, or do you run more than 3 cooperatives? We will prepare an offer within 2 business days. The amount depends on the number of cooperatives and metering points.
The grid operator has already calculated the month. Why do I need the tool?
You can compare the grid operator's result with the recalculation, check the balance and invoice items requiring clarification. The tool's result is supportive and does not replace the grid operator's result.
Do I have to re‑enter the data every month?
You complete the member records once, then update changes. Each month you upload the grid operator report in XLSX. For invoice checks, you add the original PDF files.
Can I first check how it calculates?
Yes. A sample month on synthetic data (in Polish) is in Full access. The tool reads the grid operator's hourly XLSX reports and itemised PDF invoices in supported formats, for single‑ and multi‑zone tariffs; for multi‑zone tariffs it marks zone‑dependent items “to review”. The price comes from the invoice; the tool does not compare it with the contract. We will confirm support for your cooperative's formats before purchase: ask a question using the form on this page.
How do I cancel the subscription?
Full access: you cancel in “Payments” and keep access until the end of the paid month. Packages with service: you terminate the contract with one month’s notice.
We have more metering points or several cooperatives.
Packages with service cover one cooperative with up to 10 metering points. Full access covers up to 3 cooperatives and 50 metering points in total, including one larger cooperative. Above these thresholds, call: +48 445 576 253. We will prepare an offer within 2 business days. The amount depends on the number of cooperatives and metering points.
Who has access to the data and how much do invitations cost?
Invitations are free; access depends on the role. A member sees only their own data. The EFET Foundation has read‑only access. We do not collect PESEL numbers.
What will accounting receive? Does the tool issue invoices?
Accounting receives the XLSX of the closed month and data for member notes. You download the data for the report; you complete the generation yourself. The tool does not issue VAT invoices to members. The EFET Foundation issues the subscription invoice every month. In the packages with service, the cooperative books are kept by the EFET Foundation.
We are still founding the cooperative. What will we get now?
Parcel, grid and company checks, listings and the profitability simulator can be bought today in pricing. In the packages with service, we set up the first member records together at the kick-off call. Talk to the EFET Foundation about the group’s needs: +48 445 576 253.
I am a member, not the management board. What can I do?
Invited by the management board, you use their package and view your own data. If you want to check the settlements yourself, also when the board uses a different program, sign up for the Full access notification.
How we calculate the figures
Recalculation is generated from the uploaded hourly report. The tool takes into account the 60:40 settlement and shows balance batches with a 12‑month usage period. It compares supported invoice items dependent on energy quantity, while fixed charges are shown separately. Auxiliary data for assessing the 70% condition requires checking the correct threshold and completing generation data.
The month is approved by the management board. A difference to clarify does not determine that the invoice is irregular or the amount of the refund. Report data requires checking and completion. You download files in XLSX. The tool and the EFET Foundation service do not include individual legal or tax advice. Consultations in the package with a lawyer are provided by the law firm under its own contract.
Subscription terms
The fee for the started period is non‑refundable, except as set out in Terms and conditions.
