Feature Comparison
STARTER
PROFESSIONAL
ENTERPRISE
DSM Tracking Platform
ANNUAL SUBSCRIPTION
Utility Users
1 User
Up to 3 users
Up to 20 users
Unlimited
Hosting – Microsoft Azure (1 year)
12 Months
12 Months
12 Months
12 Months
Security – Dynamics/Azure Data Security
Included
Included
Included
Included
Real-Time Encryption (data at rest)
Included*
Included*
Included*
Included*
Real-Time Encryption (data in transit)
Included*
Included*
Included*
Included*
(*) Microsoft SQL Server Transparent Data Encryption (TDE)
User/Role Security (each user is limite to “their slice”)
Included
Included
Included
Included
(*) Microsoft SQL Server Transparent Data Encryption (TDE)
Storage – Document Attachments
Up to 10 GB*
Up to 30 GB*
Up to 100 GB*
Unlimited*
(*) Additional storage can be purchased at the most recent price per GB as offered by Microsoft Dynamics/Azure.
Collaboration (working on behalf of other utilities)
Not avalable*
Up to 3*
Up to 20*
Unlimited*
(*) Assumes the Partnering Utilities have their own RAMP instance
Utility Branding/Logo
Included
Included
Included
Included
Portfolio Management
Portfolios
1
1
Up to 1
Unlimited
Programs
1
Up to 3
Up to 20
Unlimited
Measures
Up to 10
Up to 50
Up to 100
Unlimited
Models & Manufacturers
Up to 1,000
Up to 5,000
Up to 100,000
Unlimited
Energy Types
Gas
Included
Included
Included
Included
Electric
Included
Included
Included
Included
Water
Included
Included
Included
Included
Programs & Core Functions
Project Workflows/Automations
Included
Included
Included
Included
Document Attachments
2
Up to 10
Up to 50
Unlimited
Financial Payments
1*
Up to 6*
Up to 25*
Unlimited*
(*) RAMP creates Payment records that can be exported to the Utility for Check/Payment processing (RAMP does not issue the actual payments/checks).
Email Notifications
Not avalable
Up to 5
Up to 20
Unlimited
Bulk Upload
Ability to bulk upload a list of Measures
Not avalable
Up to 20
Up to 25
Up to 1000
Ability to bulk upload a list of Projects/Applications
Not avalable
Up to 20
Up to 25
Up to 1000
Leads/Opportunities
Leads Tracking per month
Up to 300
Up to 1000
Up to 5000
Unlimited
Opportunity Tracking per month
Up to 300
Up to 1000
Up to 5000
Unlimited
Portals
Customer Portal – Concurrent Licenses included
Up to 100
Up to 300
Up to 1000
Unlimited
Partner Portal – Concurrent Licenses included
Not available
Up to 50
Up to 1000
Unlimited
Measure Calculations
Deemed/Prescriptive Savings
Up to 10*
Up to 50*
up to 100*
Unlimited*
(*) Prescriptive Savings are calculated as follows: Quantity x Per Unit value
Deemed/Prescriptive Incentive
Up to 10*
Up to 50*
up to 100*
Unlimited*
(*) Prescriptive Incentives are calculated as follows: Quantity x Per Unit value
Complex/Custom Calculators
Not available*
Not available*
Up to 25*
Unlimited*
(*) These are calculated via the ESP Calcs configuration (by Energy Platforms)
Approval Levels
Approval Levels
Up to 1*
Up to 3*
Up to 6*
Up to 6*
(*) This allows utilities to configure multiple approval tiers (based on program/measure and incentive value)
Security Roles
Program Manager
Included
Included
Included
Included
Program Coordinator
Not avalable
Included
Included
Included
Executive
Not avalable
Not avalable
Included
Included
Integrations
Sync with external Accounts Payable (Manual)
Included
Included
Included
Included
Sync with external Accounts Payable (Automated)
Not avalable*
Included*
Included*
Included*
(*) Sync via SSIS
ENERGY STAR Integration
Not avalable
Not avalable
Included
Included
Migration of previous projects/applications
Not avalable
Not avalable
Included
Included
Reporting & Dashboards
Portal Customers/Partners – Dashboards
Included
Included
Included
Included
Utility Staff – Dashboards
Included
Included
Included
Included
Utility Staff – Export to Excel
Included
Included
Included
Included
Utility Staff – Power BI Reports – Dashboard
Included
Included
Included
Included
Utility Staff – Power BI Reports – Analytics & AI
Included
Included
Included
Included
Cost Effectiveness Reporting
Total Resource Cost (TRC)
Not avalable
Not avalable
Included
Included
(*) This test compares benefits to society as a whole (avoided supply-side cost benefits, additional resource savings benefits) with the participant’s cost of installing the measure plus the cost of energy efficiency program administration (non-incentive costs). Incentives are considered a transfer payment from program to participant and thus are not explicitly accounted for in the calculation.
Program Administrator Cost (PAC)
Not avalable
Not avalable
Included
Included
(*) Sometimes referred to as the utility cost test, this test compares the utility’s avoided cost benefits with energy efficiency program expenditures (incentives plus administrative costs).
Ratepayer Impact Measure (RIM)
Not avalable*
Not avalable*
Included*
Included*
(*) This test compares the utility’s avoided cost benefits with the cost of administering energy efficiency programs plus lost revenue from reductions in customer energy consumption. The RIM test is a distributional test that is best-suited for assessing the equity (fairness) impacts of energy efficiency programs.
Participant Cost Test (PCT)
Not avalable*
Not avalable*
Included*
Included*
(*) This test compares participant benefits (incentives plus bill savings) with participant costs (incremental or capital cost, installation, O&M, etc.)
Societal Cost Test (SCT)
Not avalable*
Not avalable*
Included*
Included*
(*) The SCT is similar to the TRC, except the SCT explicitly quantifies externality benefits such as avoided pollutant emissions not represented in market prices and other non-energy benefits (e.g., improved health/productivity).
8760 Cost-Effectiveness Tests
Not avalable
Not avalable
Included
Included
(*) An 8760 energy calculation is an hour-by-hour analysis that simulates or evaluates a building’s performance for all 8,760 hours in a given 12-month period. This method uses the actual sequence of days and weather data, instead of averages. An 8760 analysis produces the most accurate energy model and operating cost estimates.
CRM Functionality
Accounts
up to 1,000*
Up to 10,000*
Up to 100,000*
Up to 4,000,000*
(*) Total count, not account count.
Contacts
up to 1,000*
Up to 10,000*
Up to 100,000*
Up to 4,000,000*
(*) Total count, not account count.
Notes
Up to 10,000*
Up to 100,000*
Up to 200,000*
Up to 4,000,000*
(*) Total count, not account count.
Activities
Up to 10,000*
Up to 100,000*
Up to 200,000*
Up to 4,000,000*
(*) Total count, not account count.
Histories
Up to 10,000*
Up to 100,000*
Up to 200,000*
Up to 4,000,000*
(*) Total count, not account count.
Trade Partner Management
Trade Partner – Import of records
Included
Included
Included
Included
Trade Partner – Attribute Edit (services & products)
Included
Included
Included
Included
Trade Partner – Auto Fill on Applications
Included
Included
Included
Included
Trade Partner – Apply on behalf of Customers
Not avalable
Included
Included
Included
Trade Partner – Expose Searchable List on Website
Not avalable
Not avalable
Included
Included
Mobile Access
Access via Browser on PC, Laptop, Mobile Device
Included
Included
Included
Included
Access via Mobile App
Not avalable
Not avalable
Included
Included
Training
Product Training
Included
Included
Included
Included
User Guide Document
Included
Included
Included
Included
User Guide Videos
Included
Included
Included
Included
Live Web Session
3 x 1 Hr
3 x 2 Hr
5 x 2 Hr
As per agreement
Access to monthly Q&A calls
Not avalable
Included
Included
Included
Support – Service Levels
Support SLA – Level 1
Program Revisions/year up to 3
Per Additional Program $500
+ $3600
Not avalable
As per agreemente
Support SLA – Level 2
Not avalable
Per year up to 6
Per Additional program $500
Not avalable
As per agreemente
Support SLA – Level 3
Not avalable
Not avalable
Per year up to 24
Per Additional program $ 500
As per agreement $500
Support – Case Management (Trouble Tickets)
Case Management Portal
Included
Included
Included
Included
Ability for Customers/Partners to log Tickets/Issues
Included
Included
Included
Included
Ability for Customers/Partners to online chat with Utility Staff
Not avalable
Not avalable
Included
Included