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