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									 CRM - Programs & Marketing                                                                                                            RFP Response




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     ID               ERP Feature/Function             ETO Requirement                                                                 Indicator   Module   Supplemental   Notes
 1.00.0     Customer Interaction
                                             Allow access, by customer, to view
                                             projects and/or download measure
                                             (product)material both secured and
                                             non-secured
 1.01.1     Customer Self-Service                                                     X        X          X        X       X     X
                                             Customer access to view active
 1.01.2     Customer Self-Service            projects including payments              X        X          X        X       X     X
                                             Customer access to initiate new
                                             projects, identify trade ally, and
 1.01.3     Customer Self-Service            eligible programs.                       X        X          X        X       X     X

                                             Query for leads & customers to find
                                             partners by location of completed
                                             installs and provide number of
 1.01.4     Customer Self-Service            installs of particular measure.          X        X          X        X       X     X
                                             Customer access to view history of
 1.01.5     Customer Self-Service            past project activity.                   X        X          X        X       X     X
                                             Customer to enter trade ally
 1.01.6     Customer Self-Service            satisfaction survey                      X        X          X        X       X     X

                                             Ability to map entity/attributes
 1.01.7     Customer Self-Service            descriptors to target specific content   NA      NA         NA        NA      X     X
                                             Allow for future inclusion of
 1.02.1     Web Storefront Tool              Storefront features                      NA      NA         NA        NA      X     X



                                             Qualified Measures identified and
                                             presented based on measure
                                             (product) specifics and fund specifics
                                             (i.e. customer enters address or zip
                                             codes and is presented only those
                                             measures that are tied to the electric
 1.02.2     Web Storefront Tool              and gas providers in their areas.)       X        X          X        X       X     X
                                             Measure and program lists static
                                             between internal ETO systems and
 1.02.3     Web Storefront Tool              web application.                         X        X          X        X       X     X
                                             Allow for some direct sales functions
                                             with secured payment processing if
 1.02.4     Web Storefront Tool              required                                 X        X          X        NA      X     X

                                             Registration for Training, Seminars
                                             and events for partners (PMC's,
 1.02.5     Web Storefront Tool              Trade Ally, Contractors, etc)            X        X          X        NA      X     X

                                             Create, schedule, and track
                                             campaigns with
                                             communication/response tracking
                                             and associated metrics for specialty
                                             campaigns from ETO or in
 1.03.1     Marketing Campaign Management    conjunction with Partners/Ally's         X        X         NA        NA      X     X


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    ID                  ERP Feature/Function             ETO Requirement                                                                  Indicator   Module   Supplemental   Notes
                                               Track Budgets including splits with
 1.03.2     Marketing Campaign Management      Campaign Partners                         NA      NA         NA        NA      X     X
                                               Create, schedule, and track
                                               campaign activity
                                               -No Response
                                               -Opportunities Created
 1.03.3     Marketing Campaign Management      -Contracts Completed                      NA      NA         NA        X       X     X

                                               Create marketing lists from multiple
                                               attribute combination as defined at
                                               customer, site, measures, projects
                                               for leads, opportunities, or existing
                                               customers.
 1.04.1     List Management                                                              X        X          X        X       X     X

                                               Develop lists through association
 1.04.2     List Management                    with outside variables                    X        X          X        NA      X     X

                                               Integrate multiple lists to combine to
 1.04.4     List Management                    1 campaign list eliminating duplicates    NA      NA         NA        NA      X     X

 1.04.5     List Management                    Create or edit lists without IT support   X        X          X        X       X     X

                                               Provide Workflow processes and
                                               controls to ensure
                                               distribution/publication of measure
                                               changes (add, modification,
 1.05.1     Integrated Data List               deactivate) to referencing systems        X        X          X        X       X     X
                                               Integrate lists and associated details
 1.06.1     List Integration                   into MS Office tools                      X        X          X        X       X     X

                                               Formulized administration of
 1.07.1     CRM Master Data Management         attribute definitions w/audit trail       NA      NA         NA        NA      X     NA

                                               Track lead, opportunity, and
                                               customer creations and updates.
                                               Track specific data changed by
                                               auditrail within record, who changed
 1.07.2     CRM Master Data Management         the data, date and time of change.        X        X          X        X       X     NA

                                               Provide lists to and response back
 1.08.1     Outbound Call Management           from third party calling services         X        X         NA        NA      X     X
                                               Provide tracking and administrative
                                               support for special call-based
 1.08.2     Outbound Call Management           promotion                                 NA      NA         NA        NA      X     X
                                               Allow view of all customer contacts
                                               for opportunity, deal, and/or
                                               implementation; for residential or
                                               commercial for responding to
 1.09.1     Contact Administration             inquiries.                                X        X          X        X       X     X



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                                                                                                                                         CCS
    ID                 ERP Feature/Function                       ETO Requirement                                                              Indicator   Module   Supplemental   Notes
                                                       Capture 501(c )(3) Tax Exempt data
                                                       against Company
                                                       records(Contractors, PMC, Trade
 1.10.1     Tax Compliance                             Ally, Participant records)             X        X         NA        X       X     NA
 2.00.0     Sales Management
                                                       Online viewing of scripts and Q&A
                                                       for multiple groups with multiple
 2.05.1     Scripts for sales and services personnel   attribute query.                       NA      NA         NA        NA      X     X
                                                       Include scripts in collateral
 2.05.2     Scripts for sales and services personnel   development processes                  X       NA         NA        NA      X     X

                                                       View of all active opportunities,
                                                       installed measures, and associated
                                                       details at a site; for commercial or
                                                       residential while responding to
 2.06.1     Searchable knowledge base                  inquiries thru life of ETO.            X        X          X        X       X     X

                                                       Create or access existing Outlook
                                                       templates for mass e-mail
                                                       communications. Import customer
                                                       data automatically into
 2.09.1     Email Templates                            communication per template coding.     NA      NA         NA        X       X     X

                                                       Ability to download project , site,
                                                       and/or customer information
 2.11.1     Offline Mobile Access                      without being connected to web.        NA      NA         NA        NA      X     X
 3.00.0     Lead Management                                                                                                        X

                                                       Collect contact details against
                                                       customer bases and record contact
 3.01.1     Track Prospect Inquiries                   type and information requested         X       NA         NA        NA      X     X
                                                       Collect and Track New and Existing
                                                       Qualified Leads.
                                                       -Company/person Name
                                                       -Interested Measure(s)
                                                       -Location/Site
 3.01.2     Track Prospect Inquiries                   -Marketing Source                      X        X          X        X       X     X
                                                       Monitor Lead Status against
                                                       expectations determined by source
 3.01.3     Track Prospect Inquiries                   of lead                                X        X          X        NA      X     X

                                                       Populate Multiple Sales Channel
                                                       fields from cross data provided in
                                                       lead. Address, Program, and
                                                       measure; populate multiple fields
                                                       like Outreach Manager(if
                                                       Applicable), Utility, Measure
 3.01.4     Track Prospect Inquiries                   acceptable.                            NA      NA         NA        X       X     X




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    ID                  ERP Feature/Function                       ETO Requirement                                                                   Indicator   Module   Supplemental   Notes

                                                         Track by ETO defined lead source.
                                                         -Call Center
                                                         -trade ally
 3.02.1     Source Tracking                              -utility                                   X        X          X        NA      X     X
                                                         Provide rules engine to catch
                                                         duplicate company and contact
 3.03.1     Lead Duplication Detection                   records at lead entry point.               X        X          X        X       X     X
                                                         Deactivate duplicates and remove
                                                         from any follow-up support
 3.03.2     Lead Duplication Detection                   processes                                  X        X          X        X       X     X
                                                         Allow for Merge, delete, mass
                                                         merge, or mass delete duplicate
 3.03.3     Lead Duplication Detection                   records.                                   X        X          X        X       X     X

                                                         Integrate leads sourced at partner
 3.04.1     Partner Lead Integration                     into lead management process.              X        X          X        X       X     X

                                                         Allow for input of non-sponsor
 3.04.2     Partner Lead Integration                     provided setup from multiple sources       NA      NA         NA        NA      NA    X

                                                         Classify Leads to a specific
                                                         program(s) and Status for
 3.05.1     Route Qualified Lead Routing                 progression of process (workflow).         X        X          X        X       X     X
                                                         Visibility of customer regardless of
                                                         program but limit editability by work
 3.06.1     Lead Sharing Across Boundaries               group.                                     X        X          X        X       X     X
                                                         Classify Lead by program with ability
 3.06.2     Lead Sharing Across Boundaries               to sort by status.                         NA      NA         NA        X       X     X
                                                         Link lead responses to
                                                         campaigns/programs.
 3.07.1     Track Leads to Campaign                                                                 X        X         NA        X       X     X

                                                         Limit visibility and editability by work
                                                         group for processing steps but
                                                         provide total visibility of customer
 3.08.1     Security by Division, Territory, etc         regardless of program or work group.       X        X          X        X       X     X
                                                         Partners view lead information.
                                                         Security based on program and
 3.08.2     Security by Division, Territory, etc         customer.                                  X        X          X        X       NA    X
 4.00.0     Opportunity Management                                                                                                        X
            Opportunity Milestone Tracking - Track and Template based w/customization
 4.01.1     Report Deal Status                         capability                                   X        X          X        X       X     NA

                                                       Track Home Energy audit with
                                                       relevant opportunities. Capture and
                                                       Attach Audit to site description as
            Opportunity Milestone Tracking - Track and well as applied measure. Possibly
 4.01.2     Report Deal Status                         record audit details as site attributes.     X        X         NA        X       X     NA




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    ID                 ERP Feature/Function                     ETO Requirement                                                                 Indicator   Module   Supplemental   Notes

                                                      Capture customized deal specifics,
                                                      internal & external documents,
                                                      contacts, communications, and
                                                      preliminary approvals prior to
 4.02.1     Deal Information Management               contract signing.                        X        X          X        X       X     NA
                                                      Capture assessment details and
                                                      feasibility results including executed
                                                      measures conducted before project
 4.02.2     Deal Information Management               stage.                                   X        X          X        X       X     NA
                                                      Track reasons from lead in regards to
                                                      movement delays or resistance of
 4.02.3     Deal Information Management               install.                                 X        X          X        X       X     NA

                                                      Track any communications and/or
 4.02.4     Deal Information Management               actions about the deal/opportunity.      X        X          X        X       X     NA
                                                      Standardize minimum deal phases,
                                                      classifications, statuses, and
 4.03.1     Methodology Administration                reporting                                X        X          X        X       X     NA
                                                      Custom methodologies based on
 4.04.1     Multiple Methodologies                    deal characteristics                     X        X          X        X       X     NA

                                                      Report various opportunity data.
 4.05.1     Sales Pipeline Monitoring and Reporting   Report deal status as per dashboard.     X        X          X        X       X     X
                                                      Identify potential upsell customers
                                                      from lead attributes or customer
 4.06.1     Targeted Customer                         attributes                               X        X          X        NA      X     X
                                                      View past purchases(measures)
                                                      customer has purchased via selected
 4.07.2     Targeted Customer                         parameters.                              X        X          X        X       X     X

                                                      Identify potential upsell customers
                                                      from lead attributes or customer
                                                      attributes including assessment
 4.08.1     Targeted Product                          results to installed features            X        X          X        X       X     X
                                                      Activate non-standard Lead-to-
                                                      opportunity administrative activities,
                                                      including call centers, into special
 4.09.1     Special Projects                          projects                                 NA      NA         NA        NA      X     X
                                                      Provide standardized and
                                                      customizable workflow to support
                                                      marketing campaigns and
                                                      opportunity follow-through
                                                      incorporating partners (PMC and
 4.10.1     Opportunity Workflow                      Trade Ally)                              X        X          X        X       X     X
 5.00.0     Customer Data Management




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                                                                                                                                      CCS
    ID                 ERP Feature/Function                ETO Requirement                                                                  Indicator   Module   Supplemental   Notes
                                                  Capture General Participant
                                                  Information(Company):
                                                  -Capture Multiple Names (Company
                                                  Name & DBA Name)
                                                  -Company Address
                                                  -Remit Address
                                                  -Company Phone Number
                                                  -Program Type = General(ETO
 5.01.1     Participant Data                      Defined)                                 X        X          X        X       X     X

                                                  Capture multiple addresses to be
 5.01.2     Participant Data                      synced with projects and work orders     X        X          X        X       X     X
                                                  Capture Participant Payment Remit
                                                  to Address and type of payment
 5.01.3     Participant Data                      structure.                               X        X          X        X       X     X
                                                  Define Customer as anyone in
                                                  reported Sponsor (Fund) area of
 5.02.1     Participant Definition                service.                                 X        X          X        NA      X     NA

                                                  Allow for classification of a customer
                                                  as a participant once contracting for
                                                  a measure and as a lead for
 5.02.2     Participant Definition                additional measures                      X        X          X        X       X     NA

                                                  Capture W9 Company Information
 5.03.1     Customer Tax Compliance               to participant record.                   X        X          X        X       X     NA
                                                  Setup rules to detect duplicate
 5.04.1     Customer Duplication Detection        company records at entry point.          X        X          X        X       X     X

                                                  Report for possible duplicate
 5.04.2     Customer Duplication Detection        company records. Based off rules         X        X          X        X       X     X

                                                  Tool to Merge, delete, mass merge,
 5.04.3     Customer Duplication Detection        or mass delete duplicate records.        X        X          X        X       X     X
 6.00.0     Demand Forecasting                                                                                                  X
                                                  View opportunities pipeline by
 6.01.1     Sales Forecast dashboards/reporting   Measure.                                 X        X          X        X       X     NA

                                                  Quarterly forecasts by project
                                                  manager for open measures within
 6.01.2     Sales Forecast dashboards/reporting   opportunities and projects.              X        X          X        X       X     NA
                                                  Capture open measures within
                                                  opportunities and projects. Do not
                                                  include closed or paid measures
 6.03.1     Forecast Demand                       within forecast.                         X        X          X        X       X     NA
 7.00.0     Territory Management
                                                  Allow for territory like views based
 7.01.1     Multiple Territory Definitions        on attributes                            X        X          X        NA      X     X
                                                  Setup Multiple Territories for variety
 7.01.2     Multiple Territory Definitions        of work groups.                          X        X          X        X       X     X



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    ID                 ERP Feature/Function              ETO Requirement                                                                 Indicator   Module   Supplemental   Notes

                                               Allow flexibility for establishing
                                               multiple territory types and inclusion
 7.01.3     Multiple Territory Definitions     of workflow as future need               NA      NA         NA        NA      X     X
                                               Limit access to territory definitions
                                               and related changes.
 7.02.1     Territory Administration                                                    X        X          X        NA      X     X

                                               Allow for administrative features
                                               should territory management
 7.02.2     Territory Administration           become strategic initiative.             NA       X         NA        NA      X     X

                                               Filter leads associated to Outreach
                                               Managers by territory setup.
                                               Security to permit cross territory
 7.02.3     Territory Administration           viewing by outreach managers.            X        X         NA        X       X     X

                                               Conduct analysis based on territory
                                               including relationships between
                                               programs, geography, sponsor
 7.02.4     Territory Administration           coverage, trade ally location, etc.      X        X          X        X       X     X
 8.00.0     Account and Contact Management

                                               Relationship management for
                                               -Municipalities
                                               -Fund (Sponsors)
 8.01.1     Account Management                 -Large Energy Consumers (Industry)       X        X          X        X       X     NA

                                               Assign multiple contacts to one
                                               company record with predefined
 8.02.1     Multiple Contacts for an Account   attributes of type of contact.           X        X          X        X       X     X

                                               Hierarchy for Company record
                                               w/multiple contacts & addresses per
 8.02.2     Multiple Contacts for an Account   ETO's defined values.                    X        X          X        X       X     X
                                               Classify account types with ETO
 8.03.1     Multiple Accounts for Company      defined values                           X        X          X        X       X     NA
                                               Validate address entered for
                                               company or contact to Post office
 8.04.1     Account Management                 service.                                 X        X          X        X       X     X

                                               Allow override of city field when zip
 8.04.2     Account Management                 code crosses multiple cities.            X        X          X        X       X     X
                                               Audit trail of customer and/or
                                               contact updates by any
                                               group/person.
                                               -ETO
                                               -Partner
 8.05.1     Historical Tracking                -Customer                                X        X          X        X       X     X
                                               Setup rules to detect duplicate
 8.06.1     Contact Duplication Detection      contact records at entry point.          X        X          X        X       X     X


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     ID                 ERP Feature/Function                        ETO Requirement                                                                     Indicator     Module      Supplemental               Notes
                                                           Report for possible duplicate contact
 8.06.2     Contact Duplication Detection                  records. Based off rules                   X        X          X        X       X     X

                                                           Tool to Merge, delete, mass merge,
 8.06.3     Contact Duplication Detection                  or mass delete duplicate records.          X        X          X        X       X     X
                                                           Classify Contact data with ETO
                                                           defined values.
                                                           -Title
            Customizable Classifications of Accounts       -Company Role
 8.07.1     and Contacts                                   -ETO Use                                   X        X          X        X       X     X

                                                           Single entry of contact; contact
                                                           attachment to customer, site,
 8.08.1     Contact Administration                         opportunity, project, and/or partner.      X        X          X        X       X     X

                                                           Allow for similar views and access to
                                                           contact information regardless of
                                                           capture point (i.e. Partner
                                                           Management, Lead through
 8.08.2     Contact Administration                         Implementation, Site, etc)                 X        X          X        X       X     X
 9.00.0     Customer Issue Management
                                                           Integrate issues, with enforced
                                                           attribute association from third
 9.01.1     Customer Issue Log                             party sources                              X       NA         NA        NA      X     X
                                                           Record and Track complaints and
                                                           non-compliance issues against
 9.01.2     Customer Issue Log                             partners.                                  X       NA         NA        X       X     X

                                                           Auto assignment to appropriate
 9.02.1     Issue Advancement (assign)                     group by issue, date, and program.         X       NA         NA        NA      X     X
                                                           Associate logged issues, concerns,
                                                           and/or questions between
            Issue Association to Profile, Contract,        lead/customer, program, partner,
 9.03.1     Equipment, etc.                                and contract.                              X       NA         NA        NA      X     X
                                                           Established rules for escalation of
 9.04.1     Issue Escalation Process                       based on issue type.                       X       NA         NA        NA      X     X
                                                           Track all issue history including type
                                                           of response, responder, and status
 9.05.1     Customer Issue Audit Trail                     change                                     X        X         NA        NA      X     X

                                                           Provide secured access (direct or
                                                           through interface)to call center staff
                                                           for content required for issue
 9.06.1     Call Center Support                            management resolution                      X       NA         NA        NA      X     X

                                                           Include Staff and Provider directory
                                                           accessible by contact/issue
 9.06.2     Call Center Support                            management related attributes              X       NA         NA        NA      X     X
 Disclaimer: All references in this RFP to the term “partner” are used as an IT term of art and should not connote the legal definition of the term nor does it imply any legally recognized partner relationship between that entity and the Energy Trust.
 10.00.0    Partner Relationship Management



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    ID                ERP Feature/Function                  ETO Requirement                                                               Indicator   Module   Supplemental   Notes
                                                 Provide customizable Partner
                                                 classifications maintainable through
 10.01.1    Partner Management - Partner Setup   secured access                          X        X          X        NA      X     X
                                                 Associate multiple contacts to a
                                                 Partner with custom define Partner
 10.01.2    Partner Management - Partner Setup   related roles                           X        X          X        X       X     X

                                                 Track multiple attributes to Partner
                                                 record that can be reported.
 10.01.3    Partner Management - Partner Setup                                           X        X          X        X       X     X

                                                 Ability to associate multiple legal
                                                 names for 1 partner in a parent/child
                                                 relationship w/capturing W9 data for
                                                 each legal subsidiary, but allow
                                                 rollup for program, measure, and
 10.01.4    Partner Management                   project reporting.                      X        X          X        X       X     X
                                                 Allow customizable partner
 10.01.5    Partner Management - Partner Setup   status/classification by program        X        X          X        X       X     X
                                                 Provide workflow process to alert
                                                 qualified partners of opportunities
                                                 obtained during lead capture
 10.01.6    Partner Management                   activities                              X        X         NA        X       X     X
                                                 Integrate with MS Outlook to record
                                                 Partner Communications regardless
 10.01.7    Partner Management                   of stage                                X        X         NA        X       X     X
                                                 Automatically process partner details
                                                 to ETO Trade Ally website as partner
                                                 qualifies for any new program or is
 10.01.8    Partner Management                   removed                                 NA      NA         NA        NA      X     X
                                                 Automatically grant secured access
                                                 to related features as partner is
                                                 qualified and remove when no
 10.01.9    Partner Management                   longer qualified.                       NA      NA         NA        NA      X     X
                                                 Track & sort custom partner types
                                                 and forms within partner record -
 10.01.10   Partner Management                   defined by ETO                          X        X          X        NA      X     X
                                                 Track partner compliance,
                                                 complaints, and performance
                                                 reviews linked with partner record in
 10.01.11   Partner Management                   one central location.                   X        X          X        X       X     X

                                                 Track Individual Technicians with
                                                 skill set and certification -group by
 10.01.12   Partner Management                   company name/partner(trade ally).       X        X          X        X       X     X
                                                 Link qualifications-related
                                                 documents to qualifying event and
 10.01.13   Partner Management                   make available for viewing              NA      NA         NA        NA      X     X

                                                 Collect and validate partner
 10.01.14   Partner Management                   geographic service area by program      NA      NA         NA        X       X     X


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    ID                 ERP Feature/Function              ETO Requirement                                                                  Indicator   Module   Supplemental   Notes

                                               Interface w/insurance firms to
                                               transfer new or updated data for
 10.01.15   Partner Management - Interface     partner insurance compliance.             NA      NA         NA        NA      X     X

                                               Provide basic and customizable
                                               program attributes including links to
 10.02.1    Program Management                 measures, boundaries, sectors, etc        X        X          X        X       X     X

                                               Match Partners to Programs via
 10.02.2    Program Management                 program qualification requirements        X        X          X        X       X     X

                                               Remote Access into system for
                                               lookup, create, and/or edit of system
                                               data per security rules setup for user.
                                               -Programs,
                                               -E-mail
                                               -Lead/Customer records
 10.03.1    Wireless PDA                       -Projects.                                X        X          X        X       X     X

                                               Partner access limited to predefined
 10.04.1    Partner Self Serve                 security per the partner type.            X        X         NA        X       X     X
                                               Audit trail of changes to customer
                                               and/or contact updates by any
 10.04.2    Partner Self Serve                 group/person.                             X        X          X        X       X     X
                                               Limit update access to fields that do
                                               not affect financial compliance
 10.04.3    Partner Self Serve                 reporting.                                X        X          X        X       X     X

                                               Access to create and/or update lead,
                                               customer and/or project record with
                                               scheduling and information for
 10.04.4    Partner Self Serve                 Renewable inspection(s).                  NA      NA         NA        X       X     X

                                               Manage Trade Ally activities with
                                               customized workflow for activity
                                               type including escalation as
 10.05.1    Partner Workflow                   automatic status changes                  NA      NA         NA        X       X     X

                                               Define and track minimum to bonus
 10.06.1    Service Level Agreement Tracking   related performance levels                X        X          X        X       X     X
                                               Provide automatic notification to
                                               ETO and Partners of performance
                                               level indicators at intervals define by
 10.06.2    Service Level Agreement Tracking   ETO                                       X        X         NA        X       X     X
                                               Integrate Customer Complaints,
                                               completed installs (measures), cross-
                                               sell services, etc into performance
 10.06.3    Service Level Agreement Tracking   monitoring                                X        X         NA        X       X     X




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                                                                                                                                     CCS
    ID               ERP Feature/Function                  ETO Requirement                                                                 Indicator   Module   Supplemental   Notes

                                                 Capture Co-op marketing attributes
                                                 and qualifying partner attributes to a
 10.10.1    Market Development Fund Management   program and threshold levels             X       NA         NA        X       X     NA

                                                 Monitor and limit Coop marketing
                                                 consumption per Trade Ally for
                                                 across programs and provide
                                                 notification upon reaching
 10.10.2    Market Development Fund Management   thresholds as identified                 NA      NA         NA        X       X     X
                                                 Track marketing vs. project outcome
                                                 per trade ally and program for
 10.10.3    Market Development Fund Management   analysis.                                NA      NA         NA        X       X     X
 11.00.0    Collateral Management
                                                 Track all electronic collateral in 1
 11.01.1    Marketing Resource Management        library by owner and location.           NA      NA         NA        NA      X     X
                                                 Allow view of electronic and hard
                                                 copy collateral material index by
                                                 multiple attributes.
 11.01.2    Marketing Resource Management                                                 NA      NA         NA        NA      X     X

                                                 View thumbnails of document image
                                                 prior to download of document for
 11.01.3    Marketing Resource Management        internal and external personnel.         X       NA         NA        NA      X     X
                                                 Limit view of collateral per type of
                                                 contact.
 11.01.4    Marketing Resource Management                                                 NA      NA         NA        NA      X     X

                                                 Provide access history, including
                                                 viewing and/or downloading
 11.01.5    Marketing Resource Management        documents, by access type.               NA      NA         NA        NA      X     X

                                                 Manage collateral update/expiration
                                                 via workflow processes that include
                                                 status notifications to access
 11.01.6    Marketing Resource Management        approved users                           NA      NA         NA        NA      X     X

                                                 Allow for Cooperative Collateral
 11.01.7    Marketing Resource Management        Development, as determined by CCS        NA      NA         NA        NA      X     X

                                                 Allow cooperative collateral
                                                 development workflow to include
                                                 both internal and external parties via
 11.01.8    Marketing Resource Management        secured access                           NA      NA         NA        NA      X     X

                                                 Control collateral viewing based on
 11.01.9    Marketing Resource Management        access and document status               NA      NA         NA        NA      X     X
                                                 Multiple attribute query for
 11.01.10   Marketing Resource Management        collateral search.                       NA      NA         NA        NA      X     X
                                                 Capture, track and fulfill collateral
 11.01.11   Marketing Resource Management        requests.                                NA      NA         NA        NA      X     X


4/22/2010                                                                                                              CRM                                                             Page 11 of 76
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                                                                                                                                              CCS
    ID                 ERP Feature/Function                       ETO Requirement                                                                   Indicator   Module   Supplemental   Notes

                                                        Allow pre-defined partners to
                                                        download collateral to add personal
 11.01.12   Marketing Resource Management               logo(all other editing restricted).        NA      NA         NA        NA      X     X
                                                        Capture customer documents
                                                        electronically and link w/customer
 11.02.1    Document Workflow                           account.                                   X        X          X        X       X     X
                                                        Limit visibility and editability by work
 11.03.1    Secured Access                              group.                                     X        X          X        X       X     X
 12.00.0    Activity Management
                                                        Provide consolidated calendar of
 12.01.1    Client Facing Event/Activity Coordination   events                                     X        X          X        NA      X     X
                                                        Security control for internal &
                                                        external sources to view and/or
 12.01.2    Client Facing Event/Activity Coordination   update event calendar.                     X        X          X        NA      X     X

                                                        Authorization workflow for posting
 12.01.3    Client Facing Event/Activity Coordination   events within the website.                 X        X          X        NA      X     X
                                                        Associate staff, resources and
 12.02.1    Sales Team Assignment                       external partners to events                X        X          X        NA      X     X
                                                        Provide workflow reminders for
 12.02.2    Sales Team Assignment                       events and training                        X        X          X        NA      X     X
                                                        Security control for internal &
                                                        external sources to view and/or
 12.03.1    Training/Workshop                           update training calendar                   X        X          X        NA      X     X

                                                        Workflow process for registration
 12.03.2    Training/Workshop                           qualification and enrollment               X       NA         NA        NA      X     X
                                                        Allow view of training calendar by
 12.03.3    Training/Workshop                           geography                                  X        X          X        NA      X     X

                                                        Authorize workflow for additions of
 12.03.4    Training/Workshop                           training/workshop events to calendar       NA      NA         NA        NA      X     X

                                                        Allow for payment process through
 12.03.5    Training/Workshop                           storefront as step of enrollment           NA      NA         NA        NA      X     X

                                                        Reimburse training, based on
 12.03.6    Training/Workshop                           qualified training course and type         X        X         NA        X       X     X
 13.00.0    Quote Generation
 14.00.0    Commissions
 15.00.0    Public Relations Administration

                                                        Provide central source for capturing
                                                        and recording of PR Related (Non-
 15.01.1    Public Relations and Media Coverage         Product/Measure) source                    NA      NA         NA        NA      NA    X

                                                        Allow assignment of customizable
 15.01.2    Public Relations and Media Coverage         list of attributes to publication.         NA      NA         NA        NA      NA    X

 15.01.3    Public Relations and Media Coverage         Search Catalog based on attributes         X        X          X        NA      NA    X


4/22/2010                                                                                                                       CRM                                                             Page 12 of 76
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                                                                                                                                      CCS
    ID                  ERP Feature/Function                ETO Requirement                                                                 Indicator   Module   Supplemental   Notes

                                                  Consolidate Reports into central
                                                  source with customizable and
 15.02.1    Reports                               specific attribute determination         NA      NA         NA        NA      X     X

                                                  Automated workflow for press
 15.03.1    Press Releases                        release approval and distribution        NA      NA         NA        NA      X     X
                                                  Integrate Press Release content into
 15.03.2    Press Releases                        PR Source                                NA      NA         NA        NA      NA    X
                                                  Associate cost of ad fees to ad detail
 15.04.1    Cost                                  attributes                               NA      NA         NA        NA      X     X

                                                  Report on promotional activities
 15.05.1    Reporting                             based on multiple attributes             NA      NA         NA        NA      X     X

                                                  Integration of geographic boundary
 15.05.2    Reporting                             designation into reporting               X        X          X        NA      X     X
 16.00.0    MS Tool Integration
                                                  Integrate with MS Office Tools for
                                                  export or import of data :
                                                  -Word
                                                  -Excel
 16.01.1    Integration with MS Office Products   -PowerPoint                              X        X          X        X       X     X
                                                  Integrated E-mail for tracking
 16.02.1    Integration with E-mail               electronic communications.               X        X          X        X       X     X




4/22/2010                                                                                                               CRM                                                             Page 13 of 76
Contract Management                                                                                        RFP Response




                                                                                               Contracts
    ID                 ERP Feature/Function                  ETO Requirement                               Indicator   Module   Supplemental   Notes
1.00.0      Electronic Document Repository
                                                   Allow for secured access by contract
                                                   type (Project related vs. operational
1.01.1      Centralize Library                     contracts)                            X

                                                   Allow integration of scanned or
                                                   electronic versions of all documents
1.01.2      Centralize Library                     and related sources into library     X
                                                   Allow for formal naming convention
                                                   and document cataloging
1.01.3      Centralize Library                     information                          X
                                                   Need capability of importing current
1.02.1      Document & Clause Import Utilities     Contracts and Templates              X
2.00.0      Document Authoring
                                                   Allow for search of clauses, terms,
                                                   contract types, etc for existing and
2.01.1      Enterprise-wide contract Search        in process contracts                    X

                                                   Allow for creation, modification, and
2.02.1      Contract clause Library                posting of standard clauses.          X

                                                   Allow for creation, modification, and
                                                   posting of standard contract
2.02.2      Contract clause Library                templates for multiple contract types   X
                                                   Automatically establish version
                                                   control, with author notes, on any
2.03.1      Version Control and lifecycle status   contract                                X
                                                   Maintain audit trail of changes
2.04.1      Collaborative authoring                through contract lifecycle.             X
                                                   "Check out" or lock capability to
2.04.2      Collaborative authoring                omit simultaneous editing.              X
                                                   Include contract specific, secured
                                                   access to external partners during
2.04.3      Collaborative authoring                revision stages                         X

4/22/2010                                                                   Contracts                                                             Page 14 of 76
Contract Management                                                                                           RFP Response




                                                                                                  Contracts
   ID                 ERP Feature/Function                      ETO Requirement                               Indicator   Module   Supplemental   Notes

                                                      Need capability of notifying all
                                                      participants and capturing
2.05.1      Contract approvals workflow (documents)   amendment agreement/changes             X
                                                      Include Amendments in same
2.06.1      Amendment processing                      process as contract authoring           X
                                                      Link Amendments to original
2.06.2      Amendment processing                      contracts                               X

                                                      User Friendly tool for editing, copy,
2.07.1      Generic Document Authoring                paste against standard Contract         X
                                                      Integrate with MS office tools as
2.08.1      MS Office Integration                     either import or export                 X

3.00.0      Contract Management and Compliance

                                                      Provide standard monitoring based
            Agreement management - performance        on contract type (multiple
3.01.1      Monitoring                                operational vs. general business)       X

                                                      Integrate payments to performance
                                                      dates and notify when approaching
3.01.2      Agreement management                      ETO determined thresholds               X

3.01.3      Agreement management                      Track contracts by "Effective Dates"    X

                                                      Allow integration of all performance
                                                      related or supporting detail to the
                                                      contract and assessable during
3.01.4      Agreement management                      compliance review.                   X

3.01.5      Agreement management                      Allow for monitoring by project type X




4/22/2010                                                                       Contracts                                                            Page 15 of 76
Contract Management                                                                                        RFP Response




                                                                                               Contracts
   ID                  ERP Feature/Function                    ETO Requirement                             Indicator   Module   Supplemental   Notes

                                                      Monitor serial contracts and project
                                                      approvals (PA) against total allowed
3.02.1      Multiple Contracts                        under umbrella contracts.            X

                                                      Notify multiple parties (programs,
                                                      legal, and finance) when approach
                                                      or at approach of total contract
                                                      limits based on parameters or trends
3.02.2      Multiple Contracts                        provided for the contract            X
                                                      Monitor and Track performance
                                                      milestones and notify of upcoming
                                                      events or out-of-compliance
3.04.1      Integrated monitoring notifications       situations                           X

                                                      Include internal resources beyond
3.04.2      Integrated monitoring notifications       legal in monitoring process         X
                                                      Integrate relevant details into
3.04.3      Integrated monitoring notifications       reminder process.                   X

                                                      Associate all planned and completed
3.05.1      Automated compliance checking             Payments with contract terms        X
                                                      Track Work orders & PA(Project
3.06.1      Contract, PO, and Change Order Issuance   Approval)                           X
                                                      Link Purchase Authorization to
3.06.2      Contract, PO, and Change Order Issuance   Contract                            X

3.06.3      Contract, PO, and Change Order Issuance   Track Cancellations                 X
                                                      Distribute and post executed
                                                      documents to predetermined
                                                      distribution and record document
3.07.1      Contract Distribution                     details to projects                 X




4/22/2010                                                                     Contracts                                                           Page 16 of 76
Contract Management                                                                              RFP Response




                                                                                     Contracts
   ID                 ERP Feature/Function            ETO Requirement                            Indicator   Module   Supplemental   Notes

                                             Provide a complete view of contract
                                             history integrated with payments,
                                             show outstanding contract balances,
3.08.1      Contract History                 and compliance data.                X
                                             Allow secured access to contract
3.08.2      Contract History                 history                             X




4/22/2010                                                           Contracts                                                           Page 17 of 76
            Purchasing                                                              RFP Response




                                                                       Purchasing
               ID     ERP Feature/Function     ETO Requirement                      Indicator   Module   Supplemental   Notes
            1.00.0   Purchasing- General


                                             Setup of programmatic
                                             numbering sequence
            1.01.1 Purchasing Setup          to prevent duplicates.     X
                                             Ability to have
                                             multiple sets of
                                             Purchasing "books"
                                             and sequence by book
                                             for various types of
            1.01.2 Purchasing Setup          purchases.                 X

                                             Setup multiple types of
                                             purchase orders based
                                             on type of purchase.
                                             -Service (PSP)
                                             -Goods
            1.01.3 Purchasing Setup          -Blanket PO                X

                                             Setup Rules for
                                             purchasing goods to
                                             limit quantity and
                                             amount of PO
                                             distributed by vendor
            1.01.4 Purchasing Setup          within date range.         X

                                             Security Access for
                                             lookup, creation of PO
                                             by type, and/or edit of
                                             purchasing data per
                                             security rules setup by
            1.02.1 Security                  ETO for user.              X
                                             Track all changes to
                                             purchase order by
            1.03.1 Audit Trail               audit trail.               X
            2.00.0 Purchase Order
                                             Distribute expenses
                                             across multiple
                                             programs, projects
                                             and/or departments
            2.01.1 Expense distribution      w/suggested coding.        X




4/22/2010                                                              Purchasing                                               Page 18 of 76
                                            Provide rules engine to
                                            catch duplicate
                                            purchase orders during
            2.02.1 PO Duplicate Detection   entry.                    X

                                            "Quick" vendor setup
            2.03.1 Vendor Setup             when entering PO.         X

                                            Provide rules engine to
                                            catch duplicate
                   Vendor Duplicate         company at purchase
            2.04.1 Detection                order entry point.        X

                                          Ability to print and/or
                                          e-mail purchase order
                                          by multiple attributes
                                          to create single or
            2.06.1 PO change notification batch job.                  X
                                          Reassign current open
                                          purchase orders to a
                                          different buyer by
                   Buyer                  single or batch
            2.07.1 designation/assignment capability.                 X

                                            Reject or do not allow
                                            approval for any
                   Contract                 purchase not following
            2.08.1 Control/Transferring     business rules.           X
            3.00.0 Document Approvals

                                            Control approvals by
                                            amount, cost center,
                                            budget, account, item,
                                            category, and/or
            3.01.1 Approval Authority       locations                 X

                                            Workflow and
                                            Hierarchy for approval
                                            of purchase orders
                                            based on type of
                                            purchase, buyer, and
            3.02.1 Approval Workflow        setup.                    X
            4.00.0 Budgetary Control

                                            Budgetary control for
                                            expense purchases at
                   Expense purchase         header or line level or
            4.01.1 controls                 purchase order.           X


4/22/2010                                                             Purchasing   Page 19 of 76
                                              Activate
                                              encumbrances and
                                              budgetary control
                                              and/or notification by
            4.02.1 Account level control      account.                  X

                                              Check fund(s)
                                              availability before
            4.03.1 Funds availability control approving documents.      X
                                              View budget
                                              account(s) at a
                                              summary or detail
                   Summary/Detail level       level within purchasing
            4.04.1 control                    window.                   X
                   Invoice Matching and
            6.00.0 Payment                                              X
                                              AP invoice matching to
            6.01.1 Invoice Matching           PO.                       X




4/22/2010                                                               Purchasing   Page 20 of 76
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     ID               ERP Feature/Function                       ETO Requirement                                                             Indicator     Modue(s)   Supplemental   Notes
 1.00.0     Project Management - General
                                                       Provide Customize Project
 1.01.1     Project Setup - Project Responsibilities   Descriptive Details at creation         X          X          X        X       X

                                                       Allow multiple project attributes
                                                       including: Program Manager, Type
                                                       (standard or pilot), estimated start
 1.01.2     Project Setup - Project Responsibilities   and end dates, and sector.              X          X          X        X       X
                                                       Allow creation of descriptive
            Project Setup - Establish Project          information to be supplied by
 1.01.3     Descriptions                               external source.                        X          X          X        X       X
            Project Setup - Establish Project          Multiple attributes to capture
 1.01.4     Descriptions                               project specifics                       X          X          X        X       X

            Project Setup - Establish Project          Group multiple measures and/or
 1.01.5     Descriptions                               activities under 1 project.             X          X          X        X       X

            Project Setup - Establish Project          Reopen or extend project to allow
 1.01.6     Descriptions                               for additional or extended measure.     X          X          X        X       X

                                                       Custom Project forms specified by
            Project Setup - Establish Project          Program for variance of mandatory
 1.01.7     Descriptions                               fields and type of attributes.          X          X          X        X       X
                                                       Link multiple new and/or existing
 1.01.8     Project Setup - Customers                  customers to 1 project                  X          X          X        X       X

                                                       Allow linking of customer who is
 1.01.9     Project Setup - Customers                  NOT the property owner to project.      X          X          X        X       X
                                                       Allow for designation of payee(s) by
 1.01.10    Project Setup - Customers                  customer                                NA         X         NA        X       X
                                                       View current W9 Data linked to
                                                       "Payee" customer of work
 1.01.11    Project Setup - Customers                  order/project.                          X          X          X        X       X

 1.01.12    Project Setup - Site                       Link New or Existing Site to project.   X          X          X        X       X
                                                       Update existing or create new Site
 1.01.13    Project Setup - Site                       attributes into Project                 NA        NA         NA        X       X
                                                       Prequalify project for incentive or
                                                       allow qualification to occur as
 1.01.14    Project Setup - Qualify                    project tasks (work plan)               X          X          X        NA      X




4/22/2010                                                                                              Project                                                                           Page 21 of 76
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    ID                 ERP Feature/Function                   ETO Requirement                                                             Indicator     Modue(s)   Supplemental   Notes
                                                   Qualify by quantity or dollars by
                                                   customer, entity or site as defined
                                                   by the measure or group of
 1.01.15    Project Setup - Qualify                measures                                 NA        NA         NA        X       X
                                                   Validate limits of active projects
                                                   prior to start of project as required
 1.01.16    Project Setup - Qualify                by measure                               NA        NA         NA        X       X

                                                   Validate limits of total project
                                                   dollars or units for closed or active
 1.01.17    Project Setup - Qualify                projects prior to project start          NA        NA         NA        X       X

 1.01.18    Project Setup - Trade Ally             Link qualified Trade Ally to a project   X          X          X        X       X
                                                   Integrate existing Trade Ally, per
                                                   measures, via work order, into
                                                   project features (contacts,
                                                   documents, work orders, etc)-Trade
                                                   ally cannot be created within
 1.01.19    Project Setup                          project.                                 X         NA         NA        X       X
                                                   Associate Contracts with Project or
 1.01.20    Project Setup - Contact Association    Measure                                  X          X          X        X       X
                                                   Allow for multiple contacts and
                                                   track type of contact (trade alley,
 1.01.21    Project Setup                          participant)                             X          X          X        X       X
                                                   Allow for Contracted projects in
                                                   addition to PMC/Trade Ally projects
 1.01.22    Project Setup - Contact Association    and manage according.                    X          X          X        X       X
                                                   Integrate existing contacts,
                                                   generated from other sources, into
 1.01.23    Project Setup                          project                                  X          X          X        X       X
                                                   Identify multiple project
                                                   contributors by attribute at project
                                                   level.
                                                   -OHCS
                                                   -ETO
                                                   -ETO Only or Joint
 1.01.24    Project Setup - Contributor Tracking                                            X          X          X        NA      X
                                                   Update project status codes
                                                   automatically with task or work
            Project Status - Project Status        order completions as defined by
 1.02.1     Determination                          project type at setup                    X          X          X        X       X




4/22/2010                                                                                           Project                                                                           Page 22 of 76
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                                                                                                                                        PMC
    ID                 ERP Feature/Function                       ETO Requirement                                                              Indicator     Modue(s)   Supplemental   Notes

            Project Status - Project Status              Allow for Program update of project
 1.02.2     Determination                                status codes, with audit trail.         X          X          X        X       X

                                                         Create a project distribution list
            Email distributions - Utilize email for      from available contact (trade ally,
 1.03.1     distributions                                customer, etc) with ETO staff.          X          X          X        X       X

                                                         Link all project related
                                                         communications via integration
                                                         MSOfffice email/document tool and
 1.04.1     Project Communications Tracking              make available to project team.         X          X          X        X       X
                                                         Capture all communication
                                                         regarding a project including, email,
                                                         Voice2Insight recordings, etc. from
                                                         and including those from the
 1.04.2     Project Communications Tracking              contracting stage                       X          X          X        NA      X

                                                         Track ETO assets (meters, gages,
            Asset management (allocation, utilization,   etc) to a project and provide
 1.05.1     etc) - Assign assets to a project            workflow recapture based on phase.      NA        NA         NA        X       X
 2.00.0     Work plan management                                                                                                        X
                                                         Allow for template project plans
                                                         (tracks) with standard milestones
                                                         from which custom plans can be
 2.01.1     Work Plan setup                              built                                   X          X          X        X       X

                                                         Provide standard project templates
 2.01.2     Work Plan setup                              customizable to project specifics       X          X          X        X       X
                                                         Track multiple measures within 1
                                                         project. Subtask each group of
 2.02.1     Components                                   measure(s).                             X          X          X        X       X

                                                         Track multiple status dates for each
 2.02.2     Components                                   measure installed within project.       X          X          X        X       X
                                                         Define tasks by workgroup and filter
                                                         by owner/workgroup and status of
 2.02.3     Components                                   task.                                   X          X          X        X       X
                                                         Generate Work Orders within
            Work Order Integration - Work Order          project and record to a site for
 2.03.1     Generation for Project                       measure implementation                  X          X          X        X       X




4/22/2010                                                                                                Project                                                                           Page 23 of 76
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                                                                                                                                   PMC
    ID                  ERP Feature/Function                   ETO Requirement                                                            Indicator     Modue(s)   Supplemental   Notes
                                                     Generate Work Orders for
                                                     inspections for a project and record
            Work Order Integration - Work Order      against project and allow capture of
 2.03.2     Generation for Project                   recordings                             X          X          X        X       X
 3.00.0     Budget planning
                                                     Allow for bundled savings for a
                                                     project that override the sum of the
                                                     savings on measures included in the
 3.01.1     Budget planning                          project                                X          X          X        NA      X
                                                     Capture payment schedules for
                                                     Measure(s) within projects for
 3.01.2     Budget planning                          budget forecasting.                    NA        NA         NA        X       X

                                                     Provide ability to designate Payee
                                                     for both partial and prorated
                                                     portion of a measure within the
 3.01.3     Budget planning - Payee Determination    work order or project as a whole       X         NA          X        X       X
                                                     Allow for budget views based on
                                                     schedule, fund (sponsor), task and
                                                     distribution "status"(paid,
 3.02.1     Budget views                             requested).                            X          X          X        X       X

                                                    Track budget w/original vs. current
 3.04.1     Budget Adjustments from Change/Impact - with audit trail by measure.            NA        NA          X        X       X
 4.00.0     Change and Issue Management

                                                     Track Project w/original vs. current
 4.01.1     Change Management                        with audit trail by measure.           X          X          X        X       X
                                                     Record any issues and associated
                                                     communication to a project and
 4.02.1     Issue management                         track as project track                 X          X          X        X       X

                                                     Provide issue tracking, escalation,
                                                     associated communications and
                                                     reporting against project and
 4.02.2     Issue management - Issue Reporting       project groupings                      X          X          X        X       X

                                                     Ability to reverse project and/or
 4.03.1     Reversals                                work orders after "complete" state.    X          X          X        X       X
 5.00.0     Security
                                                     Allow for secured internal access
                                                     should business model change to
 5.01.1     Secured access by profile                require such                           X          X          X        X       X

4/22/2010                                                                                           Project                                                                           Page 24 of 76
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                                                                                                                                        PMC
    ID                 ERP Feature/Function                         ETO Requirement                                                            Indicator     Modue(s)   Supplemental   Notes
                                                          Differentiate roles for viewing and
 5.01.2     Secured access by profile                     changing a project                     NA        NA         NA        X       X
                                                          Control access by external parties
 5.01.3     Secured access by profile - External Access   based on project role                  X          X          X        X       X
                                                          Link contacts to the project
                                                          identifying project role and access
 5.01.4     Secured access by profile                     per that project                       X          X          X        X       X
 6.00.0     Document Management
                                                          Provide for standard project
                                                          document templates with
 6.01.1     Document management                           associated workflow templates          X          X          X        X       X

                                                          Provide document lifecycle tools
 6.01.2     Document management                           including workflow and audit trail     X          X          X        X       X

                                                          Provide quick link to Site related
 6.01.3     Document management                           documents such as assessments          X          X          X        X       X
                                                          Maintain all project related
 6.01.4     Document management                           documents in one source                X          X          X        X       X
                                                          Link all project documents to a
                                                          project and make to
 6.02.1     Document repositories                         program/project teams                  X          X          X        X       X
                                                          Allow for some document
                                                          deliverables to managed as project
                                                          tasks with associated notifications
 6.03.1     Document approval workflow                    on delays                              X          X          X        X       X
                                                          Incorporate non-ETO project related
                                                          staff to be included in workflow and
 6.03.2     Document approval workflow                    access                                 X          X          X        X       X
                                                          Track document distribution history
                                                          including dates and related email
 6.04.1     Submittal/Transmittals w/Logs                 communications                         X          X          X        X       X
 7.00.0     Project Reporting
                                                          Track project status by ETO editable
 7.02.1     Project Status views                          attribute                              X          X          X        X       X
                                                          Dashboard by type forward &
 7.03.1     Status Reporting Formats                      backward looking                       X          X          X        X       X
                                                          Track and view projects with pilot
                                                          products by size of project and date
 7.03.2     Status Reporting Formats                      span of pilot.                         X          X          X        X       X
                                                          Allow for on demand status report
                                                          formats with associated selection
 7.04.1     Project Status Reporting                      criteria                               X          X          X        X       X

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    ID                 ERP Feature/Function                ETO Requirement                                                               Indicator     Modue(s)   Supplemental   Notes
                                                  Report Project Details by status
                                                  from multiple views based on
                                                  measure, site, sector, fund
                                                  (sponsor), customer
 7.04.2     Project Status Reporting                                                       X          X          X        X       X

                                                  Report pilot projects and std
                                                  measures together or separately
 7.04.3     Project Status Reporting - Pilots     within all product reporting.            X          X          X        X       X

                                                  Allow for creation of Dashboard-
 7.04.4     Project Status Reporting - Pilots     type standard views with drill downs     X          X          X        X       X
                                                  Monitor planned to actual of both
 7.05.1     Performance management                schedule/task and budget.                X          X          X        X       X
                                                  Track and Report payment
                                                  (incentive) distributions on
                                                  components (incremental or
                                                  measure specific) and on project as
 7.06.1     Budget to Actual comparison           a whole.                                 X          X          X        X       X

                                                  Allow for individual and total project
 7.07.1     Criteria Based Analysis               views by multiple attributes             X          X          X        X       X
                                                  Integrate incentive payments with
            Commitments Reporting - Report AP     forecasted payments and represent
 7.08.1     invoices and checks for project       balances                                 X          X          X        X       X
                                                  Integrate outstanding payments to
            Commitments Reporting - Report AP     forecasting processes (Cross
 7.08.2     invoices and checks for project       functional)                              X          X          X        X       X
 8.00.0     Project Billing /Incentive Payments
                                                  Allow for billing of customers,
                                                  PMC/PDC, system owners as special
 8.01.1     Billing Setup                         function                                 X          X          X        X       NA
                                                  Integrate Billing authorization,
                                                  through workflow, to finance and
 8.01.2     Billing Setup                         record to project                        X          X          X        X       NA

                                                  Designate incentive reimbursement
                                                  to multiple payees including a non-
 8.02.1     Billing Methods                       site owner or partner                    X          X          X        X       X
                                                  Allocate Incentive across multiple
                                                  funds as defined by measure or as
 8.07.1     Multiple Fund allocation              defined by deal.                         X          X          X        X       X



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    ID                ERP Feature/Function                 ETO Requirement                                                            Indicator     Modue(s)   Supplemental   Notes

                                                 Establish Automated Payment of
                                                 incentives (whole or partial) based
 8.11.1     Incentive Payments - Authorization   on completion of milestones            X          X          X        X       X
                                                 Track Deposit, payments, savings
                                                 and Balances towards the project
 8.11.2     Incentive Payments - Authorization   per measure.                           X          X          X        X       X

                                                 Allow for authorization of incentive
                                                 payments by milestone completion
 8.11.3     Incentive Payments - Authorization   with approval workflow by program.     X          X          X        X       NA
                                                 Record any and all incentive
                                                 payments for a project to the
                                                 project and make available when
 8.11.4     Incentive Payments - Payment         viewing project.                       X          X          X        X       X
                                                 Capture Incentive check details
                                                 against project per measure.
                                                 -Check #
                                                 -Check Cut Date
                                                 -Check Date
 8.11.5     Incentive Payments - Payment         -Recon date of check                   X          X          X        X       X
                                                 Update project with Payee
                                                 information if changed within
                                                 Accounts Payable for check
 8.11.6     Incentive Payments - Payee Changes   preparation.                           X          X         NA        X       X
                                                 Notification to project manager
                                                 when check goes through "stop
                                                 payment" or "void" process in
            Incentive Payments - Stop Payment    finance due to non-compliance or
 8.11.7     Notification                         returned check.                        X          X          X        X       X
 9.00.0     Team Collaboration                                                                                                 X
                                                 Allow for potential collaboration
                                                 amongst multiple internal &
                                                 external work groups. PMC/PDC,
                                                 trade allys, contractors, internal
 9.01.1     Member View                          workgroups                             X          X          X        X       X

                                                 Track Tasks and Status against
                                                 project for installation follow/up.
                                                 -Report
 9.04.1     Progress Roll-up                     -Reminders                             X          X          X        X       X
 10.00.0    Project Costing



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    ID                 ERP Feature/Function            ETO Requirement                                                             Indicator     Modue(s)   Supplemental   Notes

                                              Metrics between Contract &
                                              Projects to track performance
                                              commissions and pay based on
 10.01.1    Commissions                       calendar milestone or annual basis.    X          X          X        X       X
                                              Ability to track bonus programs and
                                              have expense hit multiple projects
 10.02.1    Expense Distribution              vs. 1.                                 X          X         NA        X       X
 11.00.0    Project Portfolio
                                              Allow cross project view by staff
                                              member, sector, measure, status,
 11.01.1    Project Directory                 etc.                                   NA        NA         NA        X       X
 12.00.0    Cross Function
                                              Ability to integrate incentive and
                                              generation into budget and
                                              forecasting. Capture History and
                                              forecast to combine for review of
 12.01.1    Budget/Forecasting                status of budget.                      X          X          X        X       X

                                              Report on various attributes at the
                                              site, project, work order, measure,
 12.06.1    Reporting                         partner, and/or program.               X          X          X         X      X
 12.07.1    Interface w/External Staff                                               X          X         NA        NA      X
 20.00.0    Configuration
                                              Allow for a measure profile that
                                              establishes workorder
                                              characteristics, workflow
                                              processing, qualified vendors, and
                                              other attributes that control the
 20.01.1    Task/Work Order                   entire processing.                     X          X         NA        X       X

                                              On joint contributor project, allow
                                              for establishment of contributor(s)
 20.01.2    Task/Work Order                   within a work Order.                   X         NA         NA        NA      NA
                                              On joint contributor projects within
                                              work order, allocate % of measure's
                                              savings/generation to any
                                              contributor assigned to the project
                                              or at a minimum the % allocated to
 20.01.3    Task/Work Order                   ETO                                    X         NA         NA        NA      NA




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    ID                ERP Feature/Function                    ETO Requirement                                                              Indicator     Modue(s)   Supplemental   Notes


                                                     On joint contributor work orders,
                                                     capture "incentive" agreement per
                                                     measure between ETO and other
 20.01.4    Task/Work Order                          contributors assigned to the project.   X         NA         NA        NA      NA

                                                     Prevent incorrect unit of measure
 20.01.5    Task/Work Order                          data to be logged against measure.      X          X          X        X       X
                                                     Work order template equated by
 20.02.1    Work Order Type/Status                   measure                                 NA        NA          X        NA      X
                                                     Distinguish work orders by
                                                     requested action and status of
 20.02.2    Work Order Type/Status                   action.                                 X          X         NA        X       X

                                                     Create Work Orders from templates
                                                     by measure or measure type with
            Work Order Format Template - Customize   customizability for quick work order
 20.03.1    Work Orders formats                      setup.                                  X          X          X        X       X
                                                     Establish multiple ETO defined
 20.04.1    Work Order Management                    attributes for work order type          X          X          X        X       X

                                                     Provide Internal & External
                                                     workgroups with access work orders
            Web Based User Interface - Web Based     for viewing and/or editing via web
 20.05.1    feature availability                     interface per authorization setup.      X          X          X        X       X

                                                     Standardize forms for request of
 20.05.2    Web Based User Interface                 incentives from customer or partner.    X          X          X        X       X

                                                     Allow for attribute based reporting
 20.06.1    Reports & KPI                            by work order, measure, or both         X          X          X        X       X
 20.06.2    Reports & KPI                            Allow for dashboard views               X          X          X        X       X
                                                     Ability to pull reports by multiple
 20.07.1    Real time reporting                      attributes                              X          X          X        X       X

                                                     Link and/or insert customer, work
                                                     order, and/or project information
                                                     w/connecting fields by drag/drop or
 20.08.1    Drag and Drop Functionality              similar resulting feature.              X          X          X        X       X

                                                     Copy existing open or closed work
 20.1.1     Work Order Copy                          order to create a new work order.       X          X          X        X       X

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    ID                 ERP Feature/Function                     ETO Requirement                                                              Indicator     Modue(s)   Supplemental   Notes

                                                       Attach Standard approval workflow
            User defined Work Order Release            based by multiple qualifiers for type
 20.11.1    Workflow and Approval                      of track. Allow exception processing    X          X          X        X       NA
 21.00.0    Preventative Maintenance Planning
                                                       Track System failure data within
                                                       work order to link to project when
 21.07.1    Failure Tracking                           meter reads completed.                  NA        NA         NA        X       NA
                                                       Track Components history to
 21.08.1    Failure Analysis                           analyze failures.                       NA        NA         NA        X       NA
 22.00.0    Collection Plans

                                                       Initiate a standard Inspection
                                                       Request WO automatically upon
                                                       receipt of production levels that are
                                                       lower than or out of expected
            Rule-based creation of work requests and   (estimated) range for an installed
 22.03.1    work orders                                measure at a particular site            NA        NA         NA        NA      X
                                                       Initiate a standard inspection WO on
                                                       multiple installed measure
                                                       generated via random selection
            Rule-based creation of work requests and   based on number of installations for
 22.03.2    work orders                                the period                              NA        NA         NA        NA      X
                                                       Initiate recording of savings or
                                                       production for duration defined by
 22.04.1    Association Savings/Production Capture     project/workorder                       X          X         NA        X       X

                                                       Record changes savings/production
                                                       detected on inspections for a
                                                       measure upon completion of
 22.04.2    Association Savings/Production Capture     inspection workorders                   X          X          X        X       X
 23.00.0    Change and Issue Management
                                                       Initiate work orders based on
                                                       attributes defined for a measure or
 23.01.1    Routine                                    measure type.                           X          X          X        X       X

                                                       Allows for auto-generation of work
                                                       orders for follow-up activities to a
                                                       measure install based on measure
 23.03.1    Pre-planned work orders                    or measure type                         X          X          X        X       NA
                                                       Allow for standard, yet
                                                       customizable, scheduling by
 23.03.2    Pre-planned work orders                    measure type of meter readings          X          X          X        X       NA

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    ID                    ERP Feature/Function                   ETO Requirement                                                               Indicator     Modue(s)   Supplemental   Notes
                                                        Auto E-mail alert process to notify
                                                        and track meter/measure
                                                        communications between
 23.03.3    Pre-planned work orders                     contractors & ETO.                       X          X          X        X       X

                                                        Tie work orders, regardless of status
 23.04.1    Audit Trail                                 ,to a site or unit within site.          X          X          X        X       X

                                                        Link electronic documents to work
 23.04.2    Audit Trail                                 order and include cataloging details     X          X          X        X       X

            Work Order Relationships, parent/child      Link sub work orders to a "parent"
 23.05.1    and follow-up work orders                   order at discretion of ETO               X          X         NA        X       X

                                                        Complete return of a measure
                                                        within a workorder with workflow
                                                        processing and audit trail tracking to
                                                        adjust utilities, incentives, and
 23.06.1    Measure Return                              savings allocations.                     X          X          X        X       NA
                                                        Security restriction for return of
                                                        work orders for internal and
 23.06.2    Measure Return                              external staff.                          X         NA          X        NA      X
 24.00.0    Planning and Scheduling

                                                        View open work orders in queue by
                                                        combination of multiple attributes:
                                                        -owner
                                                        -workgroup.
                                                        -program
 24.01.1    Planner/Maintenance Workbench               -measure                                 X          X          X        X       X
                                                        Create schedules for contracted
                                                        resources based on multiple
            Extensive work scheduling abilities,        attributes by work order type
            including part requests, equipment          (geographic location, schedule
            resource scheduling and employee            limits, and work load) and skill level
 24.05.1    scheduling                                  of resource                              X          X         NA        X       X
            Extensive work scheduling abilities,
            including part requests, equipment           Schedule resources as appropriate
            resource scheduling and employee             to the schedule methodology as
 24.05.2    scheduling                                   defined by the measure                  X         NA         NA        X       X
                                                         Track skills and qualifications by
            Skills availability look-up from work orders resources and to measure or
 24.08.1    and from Maintenance Workbench               measure type                            X          X          X        X       NA

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    ID                 ERP Feature/Function                        ETO Requirement                                                              Indicator     Modue(s)   Supplemental   Notes

            Skills availability look-up from work orders Allow for resources and skills to be
 24.08.2    and from Maintenance Workbench               available across measures                X          X          X        X       NA
                                                         Allow for reporting on utilization of
            Manage training and certification of non-    resources
 24.09.1    partner service providers.                                                            X          X          X        X       X
                                                         Capture multiple contacts linked to
 24.1.1     Task/Work Order Contacts/Payees              work order                               X         NA          X        X       X
                                                         Capture multiple Payees for specific
 24.1.2     Task/Work Order Contacts/Payees              work orders.                             X         NA          X        X       X
                                                         Ability to schedule follow-up
                                                         activities based on schedule or
                                                         other factors tied to original
 24.11.1    Follow-up Work orders                        measure at a site                        X          X         NA        X       X
 25.00.0    Work Execution
            data capture at work order completion        Record completion attributes,
            (meter readings, collection plan entries,    specific to a mix of measure, site,
 25.05.1    failure data)                                and/or project.                          X          X          X        X       X
                                                         Establish a savings/production date
                                                         of record (start) from direct
 25.05.2    Savings/Production Date of Record            association with payment.                X          X          X        X       X

            Mass data entry (meter readings, charge      Ability to import large amounts of
            time, work order completion, work order      data from external tools for project,
 25.06.1    close)                                       work order, and programs.                X          X          X        X       X
                                                         Allow 3rd party(PMC) to create and
                                                         edit individual work orders for self
 25.07.1    Supplier self-managed work operations        managed installs.                        X          X          X        X       X

                                                         Allow import of third party details to
                                                         generate and complete workorders
 25.07.2    Supplier self-managed work operations        as defined for a specific measure        X          X          X        X       X

                                                         Auto initiate incentive approval
                                                         process for completed work orders
                                                         based on workflow associated with
 25.1.1     Payment - Authorize Incentive Payment        the measure by program.                  X          X          X        X       X
                                                         Allow for authorization partial
 25.1.2     Payment - Authorize Incentive Payment        payments for the measure                 X         NA          X        X       NA
                                                         Validate payments against project
                                                         payment schedules as part of
 25.1.3     Payment - Authorize Incentive Payments       authorization process                    NA         X          X        NA      NA



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    ID                 ERP Feature/Function                      ETO Requirement                                                             Indicator     Modue(s)   Supplemental   Notes
                                                      Tracking & Notification of work
                                                      orders completed with no check
                                                      information provided within a
                                                      specified amount of days(by
 25.1.4     Payment - Payment Tracking                program).                                X          X          X        X       NA
                                                      Record measure to a site/unit upon
                                                      completion of WO as defined for the
 25.11.1    Update Site                               measure                                  X          X          X        X       NA
                                                      Filter searches by multiple
                                                      attributes (customer, measure, site,
 25.12.1    Search Feature                            trade ally, etc.)                        X          X          X        X       X
                                                      Ability to print single or batch
                                                      selection based on work order
 25.13.1    Work Order Printing                       attributes and status                    X         NA         NA        X       NA
 26.00.0    Stores Management
                                                      Reconcile ETO funded product
            Flexible material requisition and issue   utilization prior to authorization for
 26.01.1    process, including one-step issue         additional units.                        X          X         NA        X       X




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  ID    ERP Feature/Function         ETO Requirement                                                                                                        Business        Homes       Industrial        Renewable            CCS        Finance
1.00.0 Forecast Management
                               Unlimited capability to
                               forecast multiple metrics
1.01.1 Forecasting             captured within system.         X            X              X             X           X         X         NA            1-Critical      1-Critical   1-Critical       2-High           2-High         NA

                               Accurately predict fund
                               management from
                               opportunities, project, work
                               order, and contracts for
                               purchases & Blanket PO's
                               status that are considered
1.01.2 Forecasting             open or in process.             X            X              X             X           X         X         NA            1-Critical      3-Medium     3-Medium         1-Critical       1-Critical     NA

                               Workflow Management for
                               review and approval of
                               forecasts between users &
                               Manager levels with linking
1.02.1 Workflow                communication notes.            X            X              X             X           X         NA        NA            3-Medium        3-Medium     1-Critical       3-Medium         NA             NA

                               Integrate with MS Office Tools
                               for export or import of data
                               and allow update of partial or
                               entire worksheet :
                               -Word
1.03.1 Integration             -Excel                         X             X              X             X           X         X         X             3-Medium        3-Medium     2-High           3-Medium         2-High         2-High
                               Notification to program
                               managers of delays of installs
                               forecasted within quarter.
1.04.1 Notification                                           X             X              X             X           X         NA        NA            1-Critical      2-High       1-Critical       3-Medium         NA             NA

                               Ability to monitor forecasts
                               changes from original forecast
                               reported to budget on a
                               weekly and/or monthly basis
1.05.1 Monitor/Reporting       with a quick user-friendly view. X           X              X             X           X         X         X             1-Critical      2-High       1-Critical       3-Medium         4-Low          2-High
2.00.0 Budget Management

                               Ability to increase or decrease
                               by % or $ by a section,
2.01.1 Budget                  department, account             X            X              X             NA          X         X         X             2-High          3-Medium     3-Medium         NA               3-Medium       3-Medium

                               Integrate with MS Office Tools
                               for export or import of data
                               and allow update of partial or
                               entire worksheet :
                               -Word
2.02.1 Integrate               -Excel                         X             NA             X             NA          X         X         X             NA              3-Medium     3-Medium         NA               3-Medium       2-High

                               Ability to enter thresholds -
                               minimums and maximums
                               that help guide the manager
2.03.1 Notification            while building the budget       X            X              X             NA          X         X         X             2-High          2-High       3-Medium         NA               2-High         2-High




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    PMC     Indicator   Module   Supplemental   Notes




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      ID                  ERP Feature/Function                      ETO Requirement                                                             Indicator Module   Supplemental   Notes
 1.00.0     Site Administration
                                                          Allow for customizable attributes
                                                          that differentiate site types yet
 1.01.1     Portfolio -Setup                              provide consolidation                     X         X          X        X       X
                                                          Track any site for which
                                                          sponsors(Utility) report
 1.01.2     Portfolio -Setup                              consumption.                              X         X         NA        X       X
                                                          Allow for customizable assignment
                                                          of unit types to one or more types
 1.01.3     Portfolio -Setup                              of site                                   X         X          X        X       X

                                                          Multiple site profiles that
                                                          establishes characteristics, workflow
                                                          processing based on type of site
                                                          -Residential
                                                          -Commercial
 1.02.1     Site Type-Setup                               -Industrial                               X         X         NA        X       X

                                                          Capture Standard Industry Codes for
 1.03.2     Industrial Sites-Setup                        the Site or Unit within site              X        NA          X        NA      X

                                                          Attribute for "Self Directed" Site(s)
                                                          with an associated allocation (all
                                                          units, particular units) and auto fill
                                                          unit designations if allocation of
 1.04.1     Description-Classification                    "all" is selected                         X         X          X        X       X

                                                          Allow for designation & eligibility of
                                                          "Self Directed" sites when incentive
 1.04.2     Description-Classification                    process begins by program type            X         X          X        X       X

 2.00.0     Property Management (Third Party Ownership)                                             X         X          X        X

                                                          Identify and classify Ownership by
                                                          standard but customizable types
 2.01.1     Ownership -Track Owner information                                                      X         X          X        X       X
                                                          Associate property manager to a
 2.02.1     Relationships                                 site or multiple sites                    NA        X         NA        X       X
                                                          Associate multiple sites to one
 2.05.2     Relationships                                 owner                                     X         X          X        X       X
 3.00.0     Unit Consumption
                                                          Track non-utility meters and meter
                                                          readings (virtual meters installed on
 3.01.1     Meter Readings                                ETO measures)                             NA       NA         NA        X       X

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     ID                    ERP Feature/Function               ETO Requirement                                                              Indicator Module   Supplemental   Notes
                                                     Associate Meter(s) and/or
                                                     account(s) to a Unit and thus to a
 3.01.2     Meter Readings                           site                                      X         X          X        X       X
                                                     Equate multiple meters to a unit &
 3.01.3     Meter Readings                           site                                      X         X          X        X       X
                                                     Capture production meter readings
                                                     from varying sources as defined for
                                                     measure type and on schedule per
 3.01.4     Meter Readings                           agreement                                 NA       NA         NA        X       X
                                                     Capture estimated production for a
                                                     period until such time as actual
                                                     production for the same period is
 3.01.5     Meter Readings                           recorded                                  NA       NA         NA        X       X

                                                     Import Consumption and generation
                                                     for multiple automated sources for
                                                     multiple sites with multiple meter
 3.02.1     Settlement of consumptions-Consumption   readings. Formats vary.                   X         X          X        X       X
                                                     Record Certifications to a Site or
                                                     Unit at a Site including score for that
                                                     type
 3.03.1     Environmental Reporting                                                            X         X          X        X       X
                                                     Secure all consumption data
                                                     prohibiting access only to
 3.04.1     Security                                 authorized users                          X         X          X        X       X
 4.00.0     Unit Description                                                                                                         X
                                                     Capture Site Attributes from
                                                     multiple sources at the point they
                                                     are known (applications, reviews,
                                                     inspections, etc)
 4.01.1     Description                                                                        NA        X         NA        NA      X

                                                     Associate multiple Utility (Sponsor)
 4.01.2     Description-Provider                     providers to a site/unit                  X         X          X        X       X
                                                     Allow for attribute for "Self
                                                     Directed" unless over ridden by Site-
 4.01.3     Description-Classification               level indicator                           X         X          X        NA      X
                                                     Allow for designation of "Self
                                                     Directed" by program type per unit
                                                     unless over ridden by Site-level
 4.01.4     Description-Classification               indicator                                 X         X          X        NA      X
 5.00.0     Condition Assessment                                                                                                     X



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                                                                                                                                 Renew



                                                                                                                                         PMC
     ID                  ERP Feature/Function                       ETO Requirement                                                            Indicator Module   Supplemental   Notes
                                                          Capture condition assessments
                                                          attributes at point (work order,
                                                          estimate, inspections) that items
 5.03.1     Condition Assessment                          can be determined.                       X         X         NA        X       X

                                                          Ability to track ad-hoc site
                                                          information as captured through
 5.05.1     Environmental, Health and Safety Management   non-incentive/study actions.             X         X          X        X       X
 6.00.0     Measure History
                                                          Record all measures applied against
                                                          a site/unit to form historical record
 6.01.1     Applied Measures                              of activity                              X         X          X        X       X




4/22/2010                                                                                     Real Estate                                                                            Page 38 of 76
Product (Measure)                                                                                                                RFP Response




                                                                                              Business



                                                                                                         Industy
                                                                                      Homes




                                                                                                                   Renew



                                                                                                                           PMC
    ID                ERP Feature/Function             ETO Requirement                                                           Indicator   Module   Supplemental   Notes
1.00.0      Product Definition
                                             Various types of Product setup
                                             needed:
                                             -Inventory Items
1.01.1      Product Definition               -Non-Inventory Items                     X                  NA        NA      X
                                             Attach qualifying
                                             appliances/equipment, specs to
1.01.2      Product Definition               product details.                         X          X       NA        X       X


                                             Capture measure attributes via list of
                                             values including:
                                             -Qualifying Appliances/Equipment
                                             -Fund/Fund Distribution
                                             -Savings per unit (Solar water)
                                             -Incentive per unit
                                             -Sector
1.01.3      Product Definition               -Energy Classification(kwh/therms)       X          X        X        X       X
                                             Activate/deactivate status for
                                             measure life with date range
1.01.4      Product Definition               capability.                              X          X        X        X       X
2.00.0      Product Administraion
                                             Allow multiple attribute categories,
                                             which can be defined per measure
                                             and allow product bundling at
2.01.1      Product Administration           reporting.                               X          X        X        X       X
                                             Audit Trail for Measure changes.
                                             -What Changed
                                             -Date & Time
                                             -User data(completed change)
2.01.2      Product Administration           -Reason for Change                       X          X       NA        X       X
                                             Workflow administration for product
                                             management with hierarchy
                                             approval for changes to existing
2.01.3      Product Administration           measures.                                X          X        X        X       X

                                             Product (measure) updates cannot
                                             change product data in current or
2.01.4      Product Administration           closed projects linked to product.       X          X        X        X       X




4/22/2010                                                                              Product                                                                          Page 39 of 76
Product (Measure)                                                                                                                     RFP Response




                                                                                                   Business



                                                                                                              Industy
                                                                                           Homes




                                                                                                                        Renew



                                                                                                                                PMC
   ID                     ERP Feature/Function             ETO Requirement                                                            Indicator   Module   Supplemental   Notes

                                                 Product (measure) life controlled by
                                                 effective dates for viewing, applying
                                                 to projects, and/or payment within
2.01.5      Product Administration               AP/AR.                                    X          X        X        NA      X

                                                 Packaged product for quick
                                                 entry(Kit). Ability to select items
                                                 within package on opportunity or
                                                 project entry that pertain directly to
2.01.6      Product Administration               measure install.                          X       NA         NA        NA      X
                                                 Existing Product Templates for
2.01.7      Product Administration               creating new measures.                    X          X        X        NA      X
                                                 Track qty for product(measure)
                                                 -No PO or receipt needed
                                                 -Reporting Review
                                                 -Qty View within opportunities &
2.01.8      Product Administration               project entry.                            X          X        X        X       X

2.01.9      Product Administration               Track products that do not have qty.      X          X        X        X       X
                                                 Re-activate measures(product) that
2.01.10     Product Administration               has been in-activated.                    X          X        X        NA      X

                                                 Green Tag ownership tracking solar
2.01.11     Product Administration               & wind tied to measure and project.       NA         X       NA        X       NA
                                                 Ability to track measure life by meter
                                                 readings (1 & 5 years or
2.01.12     Product Administration               customizable)                             NA      NA         NA        NA      NA

                                                 Produce audit trail such that full
2.02.1      Audit Trail                          measure lifecycle can be recreated.       X          X        X        X       NA

                                                 Deactivate Measure automatically
                                                 based on lifecycle details or
2.03.1      Measures                             manually by authorized ETO staff          X          X        X        NA      X

                                                 Allow each partner to view current
                                                 price list and item catalog specific to
2.04.1      Secured Accessibility                group profile/access setup.               X          X        X        NA      NA




4/22/2010                                                                                   Product                                                                          Page 40 of 76
Product (Measure)                                                                                                             RFP Response




                                                                                           Business



                                                                                                      Industy
                                                                                   Homes




                                                                                                                Renew



                                                                                                                        PMC
   ID                  ERP Feature/Function             ETO Requirement                                                       Indicator   Module   Supplemental   Notes

                                              Capture Serial #'s for measure(s);
                                              incentive payment tracking.
                                              -Dishwashers
                                              -Refrigerators
2.04.2      Secured Accessibility             -Washing Machine                     X          X        X        NA      X
                                              Measure definition by status and
                                              effective dates for control and
2.05.1      Pilot Product (Measure)           availability.                        X          X        X        X       X
                                              Clone pilot product to create
2.06.2      Pilot Product (Measure)           standard product.                    X          X        X        NA      X
3.00.0      Catalog Adminstration

                                              Partition Site to fund boundaries
                                              and categorize by sector.
3.01.1      Catalog Maintenance                                                    X          X        X        X       NA




4/22/2010                                                                           Product                                                                          Page 41 of 76
Finance, Treasury and Budget                                                                         RFP Response




                                                                                           Finance
    ID                  ERP Feature/Function                   ETO Requirement                       Indicator   Module   Supplemental   Notes
1.00.0      Financial - Functions
                                                      Capture General Vendor
                                                      Information(Company):
                                                      -Capture Multiple Names (Company
                                                      Name & DBA Name)
                                                      -Company Address
                                                      -Remit Address
                                                      -Company Phone Number
                                                      -Vendor Type = General(ETO
                                                      Defined)
                                                      -Company URL
                                                      -Notes
1.01.1      Accounts Payable - Vendor Setup-General   -Payment Preference                  X

                                                      Capture Multiple Contact Vendor
                                                      Information linked to Company
                                                      record:
                                                      -Contact Name
                                                      -Contact Phone Number
                                                      -Contact Address
                                                      -Contact E-mail
                                                      -Contact Type (primary/secondary -
                                                      ETO Defined)
1.01.2      Accounts Payable - Vendor Setup-Contact   -Notes                               X
                                                      Capture Vendor Payment
                                                      Information linked to Company
                                                      record:
                                                      -Terms
                                                      -Default Remit Address with edit
                                                      update ability.
                                                      -Payment Type(Check, Wire)
1.01.3      Accounts Payable - Vendor Setup-Payment   -Wire Information                    X




4/22/2010                                                                     Finance                                                       Page 42 of 76
Finance, Treasury and Budget                                                                           RFP Response




                                                                                             Finance
   ID                 ERP Feature/Function                     ETO Requirement                         Indicator   Module   Supplemental   Notes


                                                      Capture 1099 Vendor Information
                                                      linked to Company record:
                                                      -Tax ID #
                                                      -State
                                                      -Legal Company Name
                                                      -Company Status (SP, Partner, Etc.)
1.01.4      Accounts Payable - Vendor Setup-1099      -Tax Income Type                       X
                                                      Enter & sort multiple custom Vendor
                                                      Types and forms within Company
1.01.5      Accounts Payable - Vendor Types           record - ETO defined.                  X
                                                      Hierarchy of multiple Vendor
                                                      company records to create
            Accounts Payable - Parent/Child Account   Parent/Child relationship with query
1.01.6      Relationship                              capability.                            X
                                                      Setup rules to catch duplicate
            Accounts Payable - Duplicate Account      company and contact records at
1.01.7      Monitoring/Update Security                entry point.                           X

            Accounts Payable - Duplicate Account      Report for possible duplicate
1.01.8      Monitoring/Update Security                company records. Based off rules       X

            Accounts Payable - Duplicate Account      Tool to Merge, delete, mass merge,
1.01.9      Monitoring/Update Security                or mass delete duplicate records.      X

                                                      Notification/Approval Workflow of
                                                      financial data updates within
            Accounts Payable - Existing Account       existing Company and/or contact
1.01.10     Updates                                   accounts.                              X

            Accounts Payable - 1099                   1099 Form viewing and printing
1.01.11     Management/Reporting                      w/Printer Drivers for current year     X


4/22/2010                                                                      Finance                                                        Page 43 of 76
Finance, Treasury and Budget                                                                             RFP Response




                                                                                               Finance
   ID                 ERP Feature/Function                     ETO Requirement                           Indicator   Module   Supplemental   Notes

                                                     View/print all 1099's for past years.
            Accounts Payable - 1099                  Forms not updated with current
1.01.12     Management/Reporting                     data, kept with historical data.          X
                                                     View/print 1099's based off multiple
            Accounts Payable - 1099                  criteria in compliance with IRS
1.01.13     Management/Reporting                     guidelines.                               X
            Accounts Payable - 1099
1.01.14     Management/Reporting                     Electronic Filing capability(.DAT file)   X
            Accounts Payable - 1099
1.01.15     Management/Reporting                     Export Functionality to MS Excel.         X
            Accounts Payable - 1099                  Report for new vendors w/no 1099
1.01.16     Management/Reporting                     information posted.                       X

                                                     Mass update Tax Income Type
                                                     within Invoice.
                                                     -Mass update by invoice batches
                                                     -Mass update by vendor
            Accounts Payable - 1099                  -Mass update by date parameter of
1.01.17     Management/Reporting                     invoices for specific vendor.             X
                                                     Sync Vendor Setup to cross with
                                                     Customer setup for payment and
1.01.18     Accounts Payable - Customer/Vendor Setup activity tracking.                        X
                                                     Compliance w/990 non-profit
1.01.19     Accounts Payable - 990 Reporting         Reporting.                                X




4/22/2010                                                                       Finance                                                         Page 44 of 76
Finance, Treasury and Budget                                                                          RFP Response




                                                                                            Finance
   ID                 ERP Feature/Function                    ETO Requirement                         Indicator   Module   Supplemental   Notes
                                                    Invoice Entry tool:
                                                    -Vendor Account
                                                    -Payment amount
                                                    -Payment Date
                                                    -Notes
                                                    -"Invoice" Date
                                                    -Terms
                                                    -GL Allocations
                                                    -Address
1.01.20     Accounts Payable - Invoice Matching     -Type of Payment(check, etc.)           X

                                                    Duplication Detection during invoice
1.01.21     Accounts Payable - Invoice Matching     entry with inquiry capability.          X
                                                    Record payment(s) against contract
1.01.22     Accounts Payable - Invoice Matching     & project.                              X

                                                    Automated GL population to
1.01.23     Accounts Payable - Invoice Matching     transaction within Payable window       X

                                                    Override GL population within
                                                    Payable form/window for all
1.01.24     Accounts Payable - Invoice Matching     transaction types of within Payables.   X
                                                    Ability to enter invoices by batch or
1.01.25     Accounts Payable - Invoice Matching     individually.                           X

            Accounts Payable - Automated Approval   Workflow & Hierarchy Rules for
1.01.26     Process(workflow)                       approval of Incentive Transactions.     X

                                                    Workflow & Hierarchy Rules
                                                    w/electronic copy of invoice for
                                                    approval coding and matching of
            Accounts Payable - Automated Approval   "regular" vendor transactions with
1.01.27     Process(workflow)                       rule engine to assist in coding.        X


4/22/2010                                                                    Finance                                                         Page 45 of 76
Finance, Treasury and Budget                                                                             RFP Response




                                                                                               Finance
   ID                 ERP Feature/Function                      ETO Requirement                          Indicator   Module   Supplemental   Notes

                                                       Workflow & Hierarchy Rules
                                                       w/electronic copy of expense report
            Accounts Payable - Employee Expense        for approval and coding with rule
1.01.28     Reports                                    engine to assist in coding.             X

            Accounts Payable - Employee Expense        Automated GL population to
1.01.29     Reports                                    transaction within Payable window       X

                                                       Override GL population within
            Accounts Payable - Employee Expense        Payable form/window for all
1.01.30     Reports                                    transaction types of within Payables.   X
                                                       Stop Payment Functionality with
1.01.31     Accounts Payable - Reversals/Corrections   auto notification to Bank               X
                                                       Void Check Functionality
1.01.32     Accounts Payable - Reversals/Corrections   w/capturing void date.                  X
                                                       To Void and Reprint Misaligned
1.01.33     Accounts Payable - Reversals/Corrections   check during print job.                 X
                                                       Provide bank formatted file of
                                                       checks voided or stop payment
            Accounts Payable - Void/Stop Payment       initiated in system with auto e-mail
1.01.34     Bank Notification                          functionality to bank.                  X

                                                       Print Multiple Invoices on a single
                                                       check. Extend invoice "information"
            Accounts Payable - Invoice                 if needed on separate page without
1.01.35     Payments/Batches                           splitting into multiple checks.         X
                                                       Option to choose separate check for
            Accounts Payable - Invoice                 some vouchers within same check
1.01.36     Payments/Batches                           run.                                    X
            Accounts Payable - Invoice
1.01.37     Payments/Batches                           Cut payable checks to customer.         X
            Accounts Payable - Invoice                 SafePay link to bank to notify of
1.01.38     Payments/Batches                           checks just printed and mailed.         X

4/22/2010                                                                       Finance                                                         Page 46 of 76
Finance, Treasury and Budget                                                                         RFP Response




                                                                                           Finance
   ID                 ERP Feature/Function                      ETO Requirement                      Indicator   Module   Supplemental   Notes
                                                      Recognize negative invoices (not
                                                      credit Memos) with same
                                                      relationship process as a positive
1.01.39     Accounts Payable - Credit Management      invoice.                             X
                                                      Incident/Action Log for financial
                                                      tasks: Reversals, Reissue, and
                                                      communications in regards to
1.01.40     Accounts Payable - Task management        payment status.                      X
                                                      Capture Customer Information:
                                                      -Company Name
                                                      -Company Address
                                                      -Company Phone Number
                                                      -Customer Type
1.02.1      Accounts Receivable - Customer Setup      -Editable Payment Terms              X
                                                      Capture Multiple Contact
                                                      Information linked to Company
                                                      record:
                                                      -Contact Name
                                                      -Contact Phone Number
                                                      -Contact Address
            Accounts Receivable - Customer Setup-     -Contact E-mail
1.02.2      Contact                                   -Contact Type (ETO Defined)          X

                                                      Track & sort custom Customer types
                                                      and forms within company record -
1.02.3      Accounts Receivable - Customer Types      defined by ETO                       X
                                                      Capture Notification from customer
            Accounts Receivable - Wire Payment        and Apply wire from monthly bank
1.02.4      Receipt                                   statement                            X
            Accounts Receivable - Payment Receipt w/o Apply Payment to customer without
1.02.5      Invoice                                   Invoice                              X
            Accounts Receivable - Payment Receipt      Mass apply payment to multiple
1.02.6      w/Invoice                                 invoices.                            X


4/22/2010                                                                      Finance                                                      Page 47 of 76
Finance, Treasury and Budget                                                                               RFP Response




                                                                                                 Finance
   ID                  ERP Feature/Function                       ETO Requirement                          Indicator   Module   Supplemental   Notes

                                                        Automated GL population to
1.02.7      Accounts Receivable - Chart of Account Link transaction within Payable window        X
                                                        Automatic feed from projects for
                                                        billing information including work
1.02.8      Accounts Receivable - Pending PO            flow notification.                       X

                                                        Automatic application of received
1.02.9      Accounts Receivable - Pending PO            funds to relevant project component.     X

                                                        Flexible automation allocation
                                                        model, allowing multiple methods &
                                                        bases using actual, statistical data &
1.03.1      Advanced Allocations                        standard percentages.                    X

                                                        Retain Relationship between source
            Advanced Allocations - Allocation           document and allocated result to
1.03.2      Management                                  support audit in full visibility.        X
                                                        Distribute from one cost center to
            Advanced Allocations - Allocation           multiple cost centers via formulas
1.03.3      Management                                  (Vertical Allocation)                    X
                                                        Allocation within one cost center to
            Advanced Allocations - Allocation           multiple funding sources (Horizontal
1.03.4      Management                                  Allocation)                              X

                                                        Control Automated Allocation with
            Advanced Allocations - Allocation           Suspended commitment with
1.03.5      Management                                  rollback allocation functionality        X

            Fixed Asset Management - Internal office    Multiple Standard and customizable
1.04.1      Equipment Management                        depreciation formulas                    X
            Fixed Asset Management - Internal office
1.04.2      Equipment Management                        Export Functionality with Excel.         X


4/22/2010                                                                         Finance                                                         Page 48 of 76
Finance, Treasury and Budget                                                                               RFP Response




                                                                                                 Finance
   ID                  ERP Feature/Function                       ETO Requirement                          Indicator   Module   Supplemental   Notes
            Fixed Asset Management - Internal office    Audit Reports for review of internal
1.04.3      Equipment Management                        equipment                                X
                                                        Update functionality to document
            Fixed Asset Management - Internal office    changes in location, user,
1.04.4      Equipment Management                        disposition, etc.                        X

                                                        Capture information about assets -
                                                        serial numbers, invoice, po, location,
            Fixed Asset Management - Internal office    depreciation length, installation
1.04.5      Equipment Management                        date, disposal date.                     X

            General Ledger - General Ledger             Immediate auto subledger batch
1.05.1      Management                                  posting to GL "Push Concept"             X
            General Ledger - General Ledger             Error Management for AP/AR
1.05.2      Management                                  transactions into GL.                    X

1.05.3      General Ledger - Journal Entry Management Functionality of creating J/E              X

1.05.4      General Ledger - Journal Entry Management Reversal of J/E                            X
                                                      Schedule/Notification of future
1.05.5      General Ledger - Journal Entry Management J/E(re-occurring)                          X
                                                      Functionality of saving(not posting)
1.05.6      General Ledger - Journal Entry Management J/E                                        X

1.05.7      General Ledger - Journal Entry Management Import Journal Entry from Excel            X

1.05.8      General Ledger - Journal Entry Management JE Approval Workflow                       X
                                                      Validate Transaction attributes
1.05.9      General Ledger - Journal Entry Management and/or GL account.                         X
                                                      Set default GL segments to certain
1.05.10     General Ledger - Journal Entry Management subledger transactions.                    X




4/22/2010                                                                         Finance                                                         Page 49 of 76
Finance, Treasury and Budget                                                                            RFP Response




                                                                                              Finance
   ID                  ERP Feature/Function                    ETO Requirement                          Indicator   Module   Supplemental   Notes
                                                     Allow at least 10 GL segment setup
                                                     with capability to expand to 20
            General Ledger - Chart of Account        w/flexible attributes for complex
1.05.11     Management                               reporting.                               X
            General Ledger - Chart of Account        Workflow for approval of new
1.05.12     Management                               accounts & segments                      X

            General Ledger - Chart of Account        Constrain report view of GL account
1.05.13     Management                               detail data by date, person, and role.   X

                                                     Provide additional attributes and or
                                                     links to source documents to allow
                                                     complex reporting to a wide range of
1.05.14     General Ledger - Metrics & Statistics    audiences.                               X

                                                    Limit Drilldown capacity by expense
1.05.15     General Ledger                          types and/or cost centers                 X
                                                    Compliance w/A110, A122, Federal
1.06.1      Cost Accounting - Compliance Management cost principles                           X
                                                    Designate costs as unallowable for
                                                    A110 and/or A122 non-profit
1.06.2      Cost Accounting - Compliance Management reporting.                                X
            Unclaimed Property Management -
1.07.1      Uncashed ETO Check Management           identify and report uncashed checks       X
                                                    Capture standard and additional
            Unclaimed Property Management -         data sets within Notification
1.07.2      Uncashed ETO Check Management           Document.                                 X

                                                     Workflow to assist in letter writing,
                                                     with date triggers and other
            Unclaimed Property Management -          parameters to determine which of
1.07.3      Uncashed ETO Check Management            three letters is appropriate             X




4/22/2010                                                                      Finance                                                         Page 50 of 76
Finance, Treasury and Budget                                                                             RFP Response




                                                                                               Finance
   ID                 ERP Feature/Function                        ETO Requirement                        Indicator   Module   Supplemental   Notes
                                                       Record information about the
                                                       notifications - date sent, type of
                                                       letter, response received, next steps
                                                       for example - associate this
            Unclaimed Property Management -            information with the check
1.07.4      Uncashed ETO Check Management              transaction                             X
            Unclaimed Property Management -            Print single or batched Notification
1.07.5      Uncashed ETO Check Management              document(s).                            X
                                                       Track reported and remitted
            Unclaimed Property Management -            unclaimed property by state and
1.07.6      Uncashed ETO Check Management              date.                                   X
            Unclaimed Property Management -            Print address labels or envelopes to
1.07.7      Uncashed ETO Check Management              accompany letters                       X
                                                       Integrate uncashed check
                                                       information with MS Word to
            Unclaimed Property Management -            populate notification letter
1.07.8      Uncashed ETO Check Management              templates                               X
            Unclaimed Property Management -
1.07.9      Uncashed ETO Check Management              Export Functionality to MS Excel.       X
2.00.0      Financial - Consolidation

                                                     Consolidation of multiple entities
            Consolidation Management - Consolidation w/captured detail financial
2.01.1      Management                               information for audit or reporting        X
            Consolidation Management - Structure &   Month end reporting of
2.01.2      Automate                                 consolidation of entities.                X
                                                     Evaluate Savings by entity/or project
2.01.3      Consolidation Management - Reporting     across entity's                           X
            Consolidation Management - Event         Analyze events that impact
2.01.4      Management                               individual entity's                       X
            Consolidation Management - View          View multiple entity financial data
2.01.5      Management                               within 1 consolidated book.               X
3.00.0      Financial - General


4/22/2010                                                                       Finance                                                         Page 51 of 76
Finance, Treasury and Budget                                                                           RFP Response




                                                                                             Finance
   ID                  ERP Feature/Function                   ETO Requirement                          Indicator   Module   Supplemental   Notes

                                                    Some data elements which could
                                                    otherwise be links or lookups must
                                                    also be replicated in the transaction
                                                    so we retain the information as it
3.01.2      Transactional Data Function             was at the time.                         X
            Multiple Set Of Book's - Multiple SOB
3.02.1      Capability/Setup                        Multiple Set of Book setup               X
            Multiple Set Of Book's - Multiple SOB
3.02.2      Capability/Setup                        Add Set of Book's after System Setup.    X
            Multiple Set Of Book's - Multiple SOB   Sub ledger setup to report to
3.02.3      Capability/Setup                        appropriate SOB                          X
            Multiple Set Of Book's - Multiple SOB
3.02.4      Capability/Setup                        User Security based by SOB               X
                                                    Set up multiple banks and multiple
3.03.1      Bank Setup - Multiple Banks/accounts    accounts to 1 bank.                      X

3.03.2      Bank Setup - Multiple Banks/accounts    De-activate bank account and banks       X
3.04.1      Date sensitive ownership                Effective Dates for GL account           X
                                                    GL account controlled for visibility
                                                    and transaction utilization by
3.04.2      Date sensitive ownership                effective Dates.                         X
                                                    Post overhead allocations based on
3.05.1      Fund Management - Tracking Funds        fund parameters.                         X

                                                    Projects allocated in whole or part to
3.05.2      Fund Management - Tracking Funds        fund(s) based on measure.                X

                                                    Add functionality after System Setup
3.05.3      Fund Management - Tracking Funds        without disrupting base system.          X
                                                    Capture and Track Grant
            Fund Management - Grant & Donation      contributions and Fund
3.05.4      Review                                  disbursements.                           X


4/22/2010                                                                    Finance                                                          Page 52 of 76
Finance, Treasury and Budget                                                                         RFP Response




                                                                                           Finance
   ID                   ERP Feature/Function                ETO Requirement                          Indicator   Module   Supplemental   Notes
            Encumbrances and Commitments Tracking - Document and validate fund
3.06.1      Encumbrance Management                  encumbrance details.                   X
4.00.0      Financial - Budgeting & Forecasting

                                                    Merge historical trends with future
                                                    projections in an unlimited number
                                                    of scenarios supported by workflow,
                                                    approval, and locked down
                                                    procedures.(Parent for above
4.01.1      Forecasting - Forecast Management       Requirement)                           X

                                                    Create & Update Unlimited number
            Budget Process Management - Annual      of Budgets within current year with
4.02.1      Budget & Revisions w/Workflow           detailed information.                  X

                                                    Version Control: Each version of
                                                    budget needs to have a unique
            Budget Process Management - Annual      identifier and be flagged for status
4.02.2      Budget & Revisions w/Workflow           (approved, in-process, etc.)           X

                                                    Allocate support costs to programs
            Budget Process Management - Annual      using same methodology that exists
4.02.3      Budget & Revisions w/Workflow           in general ledger.                     X

                                                    Ability for multiple users to view
            Budget Process Management - Annual      budgets concurrently without risk of
4.02.4      Budget & Revisions w/Workflow           overriding changes by other users.     X
            Budget Process Management - Annual      Ability to merge parts of 1 budget
4.02.5      Budget & Revisions w/Workflow           into another budget.                   X
                                                    Workflow to manage approval of
                                                    budgets at cost center or line item
            Budget Process Management - Annual      levels with linking communication
4.02.6      Budget & Revisions w/Workflow           notes.                                 X


4/22/2010                                                                     Finance                                                       Page 53 of 76
Finance, Treasury and Budget                                                                          RFP Response




                                                                                            Finance
   ID                  ERP Feature/Function                   ETO Requirement                         Indicator   Module   Supplemental   Notes

                                                    Interfacing between budget,
            Budget Process Management - Annual      projects, measures, and programs to
4.03.7      Budget & Revisions w/Workflow           update and gather data.                 X

            Budget Process Management - Annual      Ad-hoc queries to view dimensional
4.03.8      Budget & Revisions w/Workflow           data from different data sources.       X

                                                    Provide a suite of on-demand
                                                    reports - financial and operational
                                                    with drill down capabilities,
                                                    graphing, comparisons to prior
4.04.1      Budget Reporting - Flexible Reporting   years, trends                           X
5.00.0      Document Management

                                                    Classify, catalog, and store
                                                    documents according to retention
5.01.1      Document Retention                      cycles and trigger dates                X
                                                    Security and audit trail for tracking
                                                    document movement. Limit
                                                    area/users of moving data.
                                                    -Track location change, date, time, &
5.01.3      Document Retention                      user.                                   X
                                                    Filter data to purge with date
                                                    parameters and business rules
5.01.4      Document Retention                      driving those date parameters           X
6.00.0      Financial - Financial Reporting
                                                    Standard Compliance Reporting
                                                    -990 Reporting
                                                    -CT12 Annual Reporting
                                                    -Tax Return -Washington Revenue-
6.01.1      Government - Compliance Reporting       Qrtly                                   X




4/22/2010                                                                    Finance                                                         Page 54 of 76
Finance, Treasury and Budget                                                                         RFP Response




                                                                                           Finance
   ID                  ERP Feature/Function                      ETO Requirement                     Indicator   Module   Supplemental   Notes
                                                      Merge Finance w/operational data
                                                      to compare actual vs. forecast
                                                      w/hierarchy by manager of
                                                      project(partner).
                                                      -PMC
6.02.1      Management - Management Reporting         -PDC                                 X
                                                      Stake Holder Reporting including
                                                      operational inputs
                                                      -PUC Reporting
6.03.1      Stake Holder - Stake Holder Reporting     -Legislative Reporting               X


                                                      Produce ETO versions of Standard
                                                      Finance reports/statements; print,
                                                      integrated graph display(bar/pie
                                                      charts), or keep electronically.
                                                      -Balance Sheet
                                                      -Income Statement
                                                      -Cashflow
                                                      -Audit Reports
                                                      -GL Account Listing
                                                      -P&L
            Standard Reporting - Standard Financial   -Admin Expenses
6.04.1      Reporting                                 -Outstanding AR Invoicing            X
                                                      Integrated Reporting Tool for
                                                      custom created reports.
                                                      -YTD costs by program
                                                      -Program Expense by Service
                                                      Territory
            Custom Reporting - Custom Financial       -Renewable/Efficiency costs by
6.05.1      Reporting                                 program.                             X




4/22/2010                                                                     Finance                                                       Page 55 of 76
Finance, Treasury and Budget                                                                         RFP Response




                                                                                           Finance
   ID                  ERP Feature/Function                     ETO Requirement                      Indicator   Module   Supplemental   Notes

                                                       User Friendly Reporting Tool that
                                                       access both Financial and
                                                       Operational data regardless of
6.06.1                                                 source to create ad-hoc reporting   X
                                                       Excel interactivity.
                                                       -Drag & drop
                                                        -Row & Column designation
                                                       -Override data cells
6.08.1      Excel Integration - Reporting Structure    -Title Placement                    X
                                                       Optionally include unposted sub-
            Provisional reporting (before posting) -   ledger batches in general ledger
6.09.1      Reporting Functions                        reporting                           X

                                                       Reporting capabilities to allow
                                                       multiple functions for viewing or
                                                       pulling reports.
                                                       -Review 12 or more month trends
                                                       -Multiple hierarchy levels at
                                                       summary and detail levels.
                                                       -Drill down capability within
6.10.1      Reporting Tools - Reporting Functions      electronic report.                  X
7.00.0      Bank Reconciliation                                                            X
                                                       Automatic download Daily Bank
            Reconciliation Management - Bank           Statement per bank format by bank
7.01.1      Statement Download                         account.                            X
                                                       Automatic download Monthly Bank
            Reconciliation Management - Bank           Statement per bank format by bank
7.01.2      Statement Download                         account.                            X
                                                       Manual process available to
            Reconciliation Management - Bank           download daily/monthly statement
7.01.3      Statement Download                         from bank.                          X




4/22/2010                                                                      Finance                                                      Page 56 of 76
Finance, Treasury and Budget                                                                             RFP Response




                                                                                               Finance
   ID                 ERP Feature/Function                       ETO Requirement                         Indicator   Module   Supplemental   Notes
                                                       Error report for transactions unable
                                                       to reconcile - Includes Mis-match
                                                       items.
            Reconciliation Management - Bank           -check number
7.01.4      Statement Download                         -check amount                           X

                                                       Load corrected error transactions for
            Reconciliation Management - Bank           auto reconciliation - Not complete
7.01.5      Statement Download                         file load.                              X

            Reconciliation Management - Bank           Enter Statement balance and date
7.01.6      Statement Download                         for reconciliation processing.          X
                                                       In addition to cleared checks,
            Reconciliation Management - Bank           download cleared bank deposits and
7.01.7      Statement Download                         bank adjustments.                       X
            Reconciliation Management - Bank           Control tracking of users completing
7.01.8      Statement Download                         reconciliation                          X
            Reconciliation Management - Bank           Store image view of checks from
7.01.9      Statement Download                         bank                                    X
            Reconciliation Management - Bank
7.01.10     Statement Download                       Roll back all contents of file            X
            Reconciliation Management - Bank         Control file from being entered 2x by
7.01.11     Statement Download                       bank account.                             X
            Reconciliation Management - Bank         Import of corrected Error file to be
7.01.12     Statement Download                       loaded by account.                        X
                                                     Create file with daily bank account
                                                     information.
            Reconciliation Management - Bank Account -Auto Load file to bank per bank
7.01.13     Load                                     format.                                   X
            Reconciliation Management -
7.01.14     Reconciliation Posting                   Reconcile Posting Journal                 X

            Reconciliation Management -                Outstanding AR Transaction Report -
7.01.15     Reconciliation Reporting                   List open items by customer.            X

4/22/2010                                                                       Finance                                                         Page 57 of 76
Finance, Treasury and Budget                                                                          RFP Response




                                                                                            Finance
    ID                 ERP Feature/Function                    ETO Requirement                        Indicator   Module   Supplemental   Notes
8.00.0      Treasury                                                                        X

                                                     Track and analyze business impacts
                                                     associated to politics, economy, and
8.01.1      Risk management                          industry fluctuations.                 X
                                                     Capture variety of investments and
                                                     track position and interest
                                                     -Money Markets
                                                     -Rate Fair Funds
8.02.1      Treasury Operations                      -Cdars                                 X
                                                     Automate Flow of Treasury actions
8.03.1      Automation & Workflow                    into GL.                               X

                                                     Security layers for different users
                                                     and setup, for access or function
8.04.1      Security                                 limitations within treasury.           X
                                                     Capture multiple cash buckets to
8.05.1      External Funds                           track payments and interest.           X

                                                     Compliance with Sarbanes Oxley for
                                                     SEC controls. Track control and
8.06.1      Internal Controls                        effectiveness of internal controls.    X
                                                     Capture Projection reports from
                                                     prior year usage with multiple
                                                     attributes.
                                                     -Sponsor
            Cash flow projections - Cash Flow        -Fund
8.07.1      Projection Management                    -Date Span                             X
9.00.0      Access and Audit Administration
                                                     Setup user security as defined by
                                                     ETO by responsibility of tasks and
9.01.1      User Setup - Setup deemed by user role   user.                                  X




4/22/2010                                                                      Finance                                                       Page 58 of 76
Finance, Treasury and Budget                                                                 RFP Response




                                                                                   Finance
   ID                  ERP Feature/Function              ETO Requirement                     Indicator   Module   Supplemental   Notes
                                              Track all master record changes in
                                              an audit trail program
                                              -User Name
                                              -Date & Time of change
            Audit Trail Tracking - Track      -Prior Value
9.02.1      Changes/Transactions              -Reason for change                   X
                                              Track all transaction entry in an
                                              audit trail program
                                              -User Name
            Audit Trail Tracking - Track      -Date & Time of entry
9.02.2      Changes/Transactions                                                   X




4/22/2010                                                              Finance                                                      Page 59 of 76
            Master Data Management and                                                                          RFP Response




                                                                                                  Plan & Eval
                ID               ERP Feature/Function               ETO Requirement                             Indicator   Module   Supplemental   Descriptive Details
                  1.00 Product (Measure)
            1.01.1     Product Change Process Management
                                                           Allow for pre-established process by
                                                           which measures are introduced,
                                                           changed, or deactivated                 X
            1.01.2   Product Change Process Management




                                                           Include templates and support tools
                                                           where possible                          X
            1.01.3   Product Change Process Management
                                                           Allow for process cloning as a means
                                                           to create new product(measure).         X
            1.01.4   Product Change Process Management     Automate standard
                                                           product(measure) processes (new,
                                                           change, deactivate) with workflow
                                                           tools that included process
                                                           monitoring metrics                      X
            1.01.5   Product Change Process Management
                                                           Integrate approval processes
                                                           through workflow including
                                                           escalation to management and
                                                           acknowledgement from external
                                                           resources such as PMC's                 X
            1.01.6   Product Change Process Management     Integrate source documents,
                                                           including "blessing memo",
                                                           research, articles, etc, into to a
                                                           specific new measure or measure
                                                           change                                  X
            1.01.7   Product Change Process Management

                                                           Ensure changes to data attributes
                                                           get applied to all printable and web
                                                           forms, interfaces, and other input
                                                           sources.                                X
            1.01.8   Product Change Process Management
                                                           Include process by which Programs,
                                                           PDC's, Planning can request new
                                                           measures or change and track status
                                                           of change via workflow notifications
                                                           or historical views                     X
            1.01.9   Product Change Process Management
                                                           Provide for annual
                                                           Savings/Generation "True-Up"
                                                           process that establishes reportable
                                                           savings for the measure for the year
                                                           and disengages working savings.         X

4/22/2010                                                                                                                      MDM                                        Page 60 of 76
            Master Data Management and                                                                               RFP Response




                                                                                                       Plan & Eval
                ID              ERP Feature/Function                      ETO Requirement                            Indicator   Module   Supplemental   Descriptive Details
            1.02.1    Product (Measure) Attribute Designation   Allow for product (measure) library
                                                                from which an attribute can be
                                                                assigned to 1 or many products
                                                                (measures)                              X
            1.02.2    Product (Measure) Attribute Designation
                                                                Universal attributes with drop down
                                                                lists for measure setup
                                                                Maximize control on attribute data
                                                                entry such that the chance of
                                                                incorrect or incomplete entry occurs    X
            1.02.3    Product (Measure) Attribute Designation   Integrate with external site for
                                                                updating attribute list(s) on daily
                                                                basis
                                                                Link to Energy Star to capture
                                                                appliance models and ratings and
                                                                update appropriate measures
                                                                attributes, daily                       X
            1.02.4    Product (Measure) Attribute Designation   Allow for saving/generation
                                                                attributes: types,
                                                                amounts(prescribed or formula)
                                                                energy type(s), and savings life
                                                                (duration for which
                                                                savings/generation is tracked)          X
            1.02.5    Product (Measure) Attribute Designation
                                                                Allow for lifecycle management
                                                                attributes such as limits ($$$'s,
                                                                quantity, etc) and effective dates.     X
            1.02.6    Product (Measure) Attribute Designation   Allow for fund (Sponsor) /service
                                                                area attributes                         X
            1.02.7    Product (Measure) Attribute Designation   Allow for qualifying attributes
                                                                including participant , property
                                                                (site), fund boundaries, energy
                                                                source, etc characteristics             X
            1.02.8    Product (Measure) Attribute Designation   Allow for designation inspection
                                                                attributes                              X
            1.02.9    Product (Measure) Attribute Designation   Allow for incentive attributes
                                                                (prescribed or formula)                 X
            1.02.10   Product (Measure) Attribute Designation
                                                                Fund allocation linked to Measure       X
            1.02.11   Product (Measure) Attribute Designation   Allow for Partner (Trade Ally)
                                                                certification attributes                X
            1.02.12   Product (Measure) Attribute Designation
                                                                Allow for status indicator (planned,
                                                                active, inactive, reactivated, etc)
                                                                populated via lifecycle activities      X
            1.02.13   Product (Measure) Attribute Designation   Ability to pull metrics on measure
                                                                types and counts                        X
            1.02.14   Product (Measure) Attribute Designation   Establish pre-determined required
                                                                forms or documents by product
                                                                type or category                        X

4/22/2010                                                                                                                           MDM                                        Page 61 of 76
            Master Data Management and                                                                                RFP Response




                                                                                                        Plan & Eval
                ID              ERP Feature/Function                      ETO Requirement                             Indicator   Module   Supplemental   Descriptive Details
            1.02.15   Product (Measure) Attribute Designation   Allow Master Data Retrofit
                                                                processes which would not affect
                                                                history of measure linked to closed
                                                                or open projects.                        X
            1.02.16   Product (Measure) Attribute Designation
                                                                Allow for product (measure) install
                                                                work plan including indications
                                                                tasks/WO to be performed, metrics
                                                                captured, documents required, etc        X
            1.02.17   Product (Measure) Attribute Designation   Allow for attribute to identify
                                                                energy factor model used to
                                                                calculate savings                        X
            1.03.1    Product (Measure) Lifecycle Management    Pre-notify multiple parties
                                                                (programs, PMC's, Planning) when
                                                                approaching designated de-
                                                                activation dates                         X
            1.03.2    Product (Measure) Lifecycle Management
                                                                Automate lifecycle changes
                                                                (activation, de-activation, updates)
                                                                based on lifecycle attributes            X
            1.03.3    Product (Measure) Lifecycle Management    Allow for measures in Work In
                                                                Process state to continue on
                                                                inactivation of any measure or
                                                                measure attribute de-activation          X
            1.04.1    Product (Measure) History
                                                                Track changes to products and
                                                                product attributes such that a
                                                                history record of such changes can
                                                                be viewed and used for reporting         X
            1.04.2    Product (Measure) History
                                                                Allow Reporting on History details of
                                                                product (measure) lifecycle              X
                      Project
            2.01.1    Project process Management
                                                                Allow for pre-established process by
                                                                which project attributes are
                                                                introduced, changed, or deactivated.     X
            2.01.2    Project process Management                Include templates and support tools
                                                                where possible                           X
            2.01.3    Project process Management
                                                                Allow for process cloning project
                                                                type and details as a means to
                                                                create a new project types               X
            2.01.4    Project process Management                Include Workflow interaction
                                                                components within the process            X




4/22/2010                                                                                                                            MDM                                        Page 62 of 76
            Master Data Management and                                                                        RFP Response




                                                                                                Plan & Eval
                ID              ERP Feature/Function             ETO Requirement                              Indicator   Module   Supplemental   Descriptive Details
            2.01.5    Project process Management
                                                       Integrate approval processes
                                                       through workflow including
                                                       escalation to management and
                                                       acknowledgement from external
                                                       resources such as PMC's                   X
            2.01.6    Project process Management
                                                       Validate qualifying attributes
                                                       including participant, property(site),
                                                       fund boundaries, energy source and
                                                       other characteristics before allowing
                                                       project to be initiated                   X
            2.02.1    Project Attribute Designation    Allow for project types that
                                                       separate measure installs from
                                                       standalone studies, surveys, and
                                                       other administrative projects that
                                                       incur expenses                            X
            2.02.2    Project Attribute Designation
                                                       Allow for project status attributes
                                                       (planned, active, complete,
                                                       abandoned, etc) and approval levels.      X
            2.02.3    Project Attribute Designation
                                                       Allow for "effected portion"
                                                       property (site) indicator attribute       X
            2.02.4    Project Attribute Designation
                                                       Allow for project source attributes
                                                       including project initiator types, and
                                                       opportunity sources.                      X
            2.02.5    Project Attribute Designation
                                                       Allow for project document
                                                       attributes including expected
                                                       documents and alternative
                                                       documents as defined by process.          X
            2.02.6    Project Attribute Designation    Allow for payment schedule
                                                       attributes for schedule types,
                                                       qualifiers, and approvals.                X
            2.02.7    Project Attribute Designation    Allow for joint contributor
                                                       attributes.                               X
            2.02.8    Project Attribute Designation    Universal attributes for project
                                                       setup unique to program                   X
            2.02.9    Project Attribute Designation    Ability to pull metrics on project
                                                       types and counts                          X
            2.02.10   Project Attribute Designation
                                                       Consistent data between internal
                                                       and external electronic forms and
                                                       other types of data sources               X
            2.03.1    Project Lifecycle Management     Pre-notify multiple parties
                                                       (programs, PMC's, Planning) when
                                                       approaching designated de-
                                                       activation dates                          X

4/22/2010                                                                                                                    MDM                                        Page 63 of 76
            Master Data Management and                                                                              RFP Response




                                                                                                      Plan & Eval
                ID              ERP Feature/Function                  ETO Requirement                               Indicator   Module   Supplemental   Descriptive Details
            2.03.2   Project Lifecycle Management
                                                             Automate lifecycle changes
                                                             (activation, de-activation, updates)
                                                             based on lifecycle attributes             X
            2.03.3   Project Lifecycle Management            Allow for projects in "Work In
                                                             Process" state to continue on
                                                             inactivation of any Measure.              X
            2.04.1   Project History                         Allow Reporting on History details of
                                                             Project lifecycle                         X
                     Task/Work Order
            3.01.1
                                                             Allow for pre-established process
                     TASK/WO Process Management              for task/WO related master data           X
            3.01.2                                           Include templates and support tools
                     TASK/WO Process Management              where possible                            X
            3.01.3                                           Allow for process cloning as a means
                     TASK/WO Process Management              to create a new process                   X
            3.01.4                                           Include Workflow interaction
                     TASK/WO Process Management              components within the process             X
            3.01.5                                           Integrate approval processes
                                                             through workflow including
                     TASK/WO Process Management              escalation process                        X
            3.02.1                                           Allow for task/WO type attributes
                                                             (measure install, inspection, study,
                     Work Order/Task Attribute Designation   etc)                                      X
            3.02.2
                                                             Allow for task/WO source attributes
                                                             (auto-generated, trade ally initiated,
                                                             ETO initiated) and required attribute
                                                             capture based on type (approvals,
                     Work Order/Task Attribute Designation   entry detail, etc).                       X
            3.02.3                                           Allow for task/WO status indicators
                                                             (planned, active, complete,
                     Work Order/Task Attribute Designation   abandoned)                                X
            3.02.4                                           Allow for payment schedule
                                                             attributes for schedule types,
                     Work Order/Task Attribute Designation   qualifiers, and approvals.                X
            3.02.5
                                                             Universal attributes for task setup
                     Work Order/Task Attribute Designation   unique to program & project               X
            3.02.6
                                                             Consistent data between internal
                                                             and external electronic forms and
                     Work Order/Task Attribute Designation   other types of data sources               X
            3.03.1                                           Pre-notify multiple parties
                                                             (programs, PMC's, Planning) when
                                                             approaching designated de-
                     Work Order/Task Lifecycle Management    activation dates                          X




4/22/2010                                                                                                                          MDM                                        Page 64 of 76
            Master Data Management and                                                                                RFP Response




                                                                                                        Plan & Eval
                ID              ERP Feature/Function                   ETO Requirement                                Indicator   Module   Supplemental   Descriptive Details
            3.03.2
                                                             Automate lifecycle changes
                                                             (activation, de-activation, updates)
                     Work Order/Task Lifecycle Management    based on lifecycle attributes               X
            3.03.3                                           Allow for measures in Work In
                                                             Process state to continue on
                                                             inactivation of any measure or
                     Work Order/Task Lifecycle Management    measure attribute de-activation             X
            3.04.1   Task/WO (Measure) History
                                                             Track changes to Task/WO and
                                                             Task/WO attributes such that a
                                                             history record of such changes can
                                                             be viewed and used for reporting            X
            3.04.2   Task/WO (Measure) History               Allow Reporting on History details of
                                                             Task/WO lifecycle                           X
                     Real Estate (Site)
            4.01.1   Real Estate (Site) Process Management   Allow for pre-established process
                                                             for Real Estate (Site) related master
                                                             data (Homes, Business, Industrial,
                                                             etc)                                        X
            4.01.2   Real Estate (Site) Process Management   Include templates and support tools
                                                             where possible                              X
            4.01.3   Real Estate (Site) Process Management   Allow for process cloning as a means
                                                             to create a new process                     X
            4.01.4   Real Estate (Site) Process Management   Include Workflow interaction
                                                             components within the process               X
            4.01.5   Real Estate (Site) Process Management   Integrate approval processes
                                                             through workflow including
                                                             escalation process                          X
            4.02.1
                                                             Allow for site classification
                                                             attributes (Single Family, multiple
                     Site Attribute Designation              family, office building, etc)               X
            4.02.2
                                                             Allow for configuration attributes
                     Site Attribute Designation              (floors, square footage, rooms)             X
            4.02.3
                                                             Allow for equipment (fixture)
                                                             attributes including type (furnace,
                                                             water heater, solar devices) and
                     Site Attribute Designation              required associated attributes.             X
            4.02.4                                           Allow for service attributes of
                                                             service type (gas, electric, solar, etc)
                     Site Attribute Designation              associated meter types,                     X
            4.02.5                                           Allow for Location identifier
                                                             attribute types (street city, GIS,
                                                             mapping) and
                                                             collection/identification attribute
                                                             (full address, latitude/longitude,
                     Site Attribute Designation              etc).                                       X

4/22/2010                                                                                                                            MDM                                        Page 65 of 76
            Master Data Management and                                                                         RFP Response




                                                                                                 Plan & Eval
                ID               ERP Feature/Function            ETO Requirement                               Indicator   Module   Supplemental   Descriptive Details
            4.02.6
                                                        Allow for site unit attribute types
                                                        (apartment, floor, building, area,
                      Site Attribute Designation        etc) and related attribute capture        X
            4.02.7
                                                        Allow for ownership attribute types
                                                        (owner, leasee, renter, resident, etc)
                      Site Attribute Designation        and related attribute capture             X
            4.02.8
                                                        Allow for site consumption
                                                        attributes types (monthly, meter
                                                        readings, etc) and related attribute
                      Site Attribute Designation        capture (meter reading schedules)         X
            4.02.9

                                                        Allow for assessment/inspection
                                                        attribute type (pre-measure install,
                                                        post measure install, general) and
                      Site Attribute Designation        related attribute capture                 X
            4.02.10
                                                        Allow for Virtual Site Attribute
                                                        designation attributes of type
                                                        (indefinable, area coverage, etc) and
                                                        related attribute capture
                                                        (reportable address type, quantity
                      Site Attribute Designation        characteristics etc)                      X
            4.02.11
                                                        Consistent data between internal
                                                        and external electronic forms and
                      Site Attribute Designation        other types of data sources               X
            4.02.12
                                                        Populate Site Attributes from
                      Site Attribute Designation        multiple informational data sources       X
            4.02.13
                                                        Allows for consumption attributes
                                                        that indicate monthly (current year)
                                                        and annual (past year rollups) and
                                                        associated consumption values with
                      Site Attribute Designation        energy measure and source                 X
            4.03.1                                      Pre-notify multiple parties
                                                        (programs, PMC's, Planning) when
                                                        approaching designated de-
                      Site Lifecycle Management         activation dates                          X
            4.03.2
                                                        Automate lifecycle changes
                                                        (activation, de-activation, updates)
                      Site Lifecycle Management         based on lifecycle attributes             X




4/22/2010                                                                                                                     MDM                                        Page 66 of 76
            Master Data Management and                                                                       RFP Response




                                                                                               Plan & Eval
                ID             ERP Feature/Function             ETO Requirement                              Indicator   Module   Supplemental   Descriptive Details
            4.03.3                                    Allow for Sites with in Work In
                                                      Process state to continue on
                                                      inactivation of any site or site
                     Site Lifecycle Management        attribute de-activation                   X
            4.04.1   Site (Measure) History           Track changes to Site and Site
                                                      attributes such that a history record
                                                      of such changes can be viewed and
                                                      used for reporting                        X
                     Customer
            5.01.1   Customer process Management
                                                      Allow for pre-established process
                                                      for Customer related master data
                                                      (Homes, Business, Industrial, etc)        X
            5.01.2   Customer process Management      Include templates and support tools
                                                      where possible                            X
            5.01.3   Customer process Management      Allow for process cloning as a means
                                                      to create a new process                   X
            5.01.4   Customer process Management      Include Workflow interaction
                                                      components within the process             X
            5.01.5   Customer process Management      Integrate approval processes
                                                      through workflow including
                                                      escalation process                        X
            5.02.1   Customer Attribute Designation   Allow for customer type attributes
                                                      (similar to ownership if not the
                                                      same)                                     X
            5.02.2   Customer Attribute Designation   Allow attributes that identify
                                                      secured customer data items and
                                                      means of security for those data
                                                      items.                                    X
            5.02.3   Customer Attribute Designation   Universal attributes for customer
                                                      and contact setup per type of
                                                      participant                               X
            5.02.4   Customer Attribute Designation   Ability to pull metrics on participant
                                                      types and counts                          X
            5.02.5   Customer Attribute Designation
                                                      Consistent data between internal
                                                      and external electronic forms and
                                                      other types of data sources               X
            5.02.6   Customer Attribute Designation
                                                      Allow for collection of valid
                                                      Industrial Classification code (from
                                                      pre-determined source) on
                                                      Business, Industry, and Agriculture
                                                      Companies (customers)                     X
            5.02.7   Customer Attribute Designation
                                                      Populate Customer Attributes from
                                                      multiple informational data sources       X




4/22/2010                                                                                                                   MDM                                        Page 67 of 76
            Master Data Management and                                                                                        RFP Response




                                                                                                                Plan & Eval
                ID               ERP Feature/Function                           ETO Requirement                               Indicator   Module     Supplemental             Descriptive Details
            5.03.1     Customer Lifecycle Management
                                                                      Automate lifecycle changes
                                                                      (activation, de-activation, updates)
                                                                      based on lifecycle attributes              X
            5.03.2     Customer Lifecycle Management                  Allow for measures in Work In
                                                                      Process state to continue on
                                                                      inactivation of any measure or
                                                                      measure attribute de-activation            X
            5.04.1     Customer (Measure) History
                                                                      Track changes to Customer and
                                                                      Customer attributes such that a
                                                                      history record of such changes can
                                                                      be viewed and used for reporting           X
            Disclaimer: All references in this RFP to the term “partner” are used as an IT term of art and should not connote the legal definition of the term nor does it imply any legally recognized partner relationship between that entity and the Energy Trust.
            6.01.1     Partner (Trade Ally, PMC/PDC) Process
                       Management                                     Allow for pre-established process
                                                                      for Partner related master data
                                                                      (Measure Installer, Inspector, Real
                                                                      Estate Agent, etc)                         X
            6.01.2     Partner (Trade Ally, PMC/PDC) Process          Include templates and support tools
                       Management                                     where possible                             X
            6.01.3     Partner (Trade Ally, PMC/PDC) Process          Allow for process cloning as a means
                       Management                                     to create a new process                    X
            6.01.4     Partner (Trade Ally, PMC/PDC) Process          Include Workflow interaction
                       Management                                     components within the process              X
            6.01.5     Partner (Trade Ally, PMC/PDC) Process          Integrate approval processes
                       Management                                     through workflow including
                                                                      escalation process                         X
            6.02.1     Partner Attribute Designation                  Allow for partner type attribute
                                                                      (Measure Installer, Inspector,
                                                                      Realtor, etc) and related attribute
                                                                      identification                             X
            6.02.2     Partner Attribute Designation                  Allow for Trade Ally Status
                                                                      attributes (active, inactive, denied,
                                                                      qualifying, etc) and related
                                                                      attributes                                 X
            6.02.3     Partner Attribute Designation
                                                                      Allow for qualification attribute
                                                                      types (insurance, training,
                                                                      completed application, etc),
                                                                      required supporting documentation
                                                                      types and related attributes (validity
                                                                      dates ranges, sources (state,
                                                                      insurance boards, etc).                    X
            6.02.4     Partner Attribute Designation
                                                                      Allow for service area attribute
                                                                      designation attributes (distance, $$
                                                                      amount, etc) and related attributes        X




4/22/2010                                                                                                                                    MDM                                                                                                                         Page 68 of 76
            Master Data Management and                                                                              RFP Response




                                                                                                      Plan & Eval
                ID              ERP Feature/Function                   ETO Requirement                              Indicator   Module   Supplemental   Descriptive Details
            6.02.5   Partner Attribute Designation
                                                              Allow for partner quality assessment
                                                              attribute types (Fantastic, Great,
                                                              Good, bad, stay completely away???
                                                               And related attributes (life,
                                                              assessment process, assessor).           X
            6.02.6   Partner Attribute Designation            Universal attributes for partner and
                                                              contact setup                            X
            6.03.1   Partner Lifecycle Management             Pre-notify multiple parties
                                                              (programs, PMC's, Planning) when
                                                              approaching designated de-
                                                              activation dates                         X
            6.03.2   Partner Lifecycle Management
                                                              Automate lifecycle changes
                                                              (activation, de-activation, updates)
                                                              based on lifecycle attributes            X
            6.03.3   Partner Lifecycle Management             Allow for measures in Work In
                                                              Process state to continue on
                                                              inactivation of any measure or
                                                              measure attribute de-activation          X
            6.04.1   Partner (Trade Ally) (Measure) History   Track changes to Partner (Trade
                                                              Ally) and Partner (Trade Ally)
                                                              attributes such that a history record
                                                              of such changes can be viewed and
                                                              used for reporting                       X
                     Lead/Opportunity
            7.01.1   Lead/Opportunity process Management      Allow for pre-established process
                                                              for Lead/Opportunity related
                                                              master data (Homes, Business,
                                                              Industrial, etc)                         X
            7.01.2   Lead/Opportunity process Management      Include templates and support tools
                                                              where possible                           X
            7.01.3   Lead/Opportunity process Management      Allow for process cloning as a means
                                                              to create a new process                  X
            7.01.4   Lead/Opportunity process Management      Include Workflow interaction
                                                              components within the process            X
            7.01.5   Lead/Opportunity process Management      Integrate processes through
                                                              workflow including escalation
                                                              process                                  X
            7.02.1   Lead/Opportunity Attribute Designation   Allow for pre-established attribute
                                                              for Lead/Opportunity related
                                                              master data (Homes, Business,
                                                              Industrial, etc)                         X
            7.02.2   Lead/Opportunity Attribute Designation   Allow for lead type attributes (
                                                              Active, Inactive, etc)                   X
            7.02.3   Lead/Opportunity Attribute Designation   Allow for opportunity status
                                                              attributes (planned, active,
                                                              complete, abandoned, etc) and
                                                              approval levels.                         X


4/22/2010                                                                                                                          MDM                                        Page 69 of 76
            Master Data Management and                                                                              RFP Response




                                                                                                      Plan & Eval
                ID            ERP Feature/Function                      ETO Requirement                             Indicator   Module   Supplemental   Descriptive Details
            7.02.4   Lead/Opportunity Attribute Designation   Allow for Lead source
                                                              attributes(partner, campaign,
                                                              workshop, call center, etc).             X
            7.02.5   Lead/Opportunity Attribute Designation
                                                              Allow for Lead status attributes to
                                                              capture movement thru opportunity.       X
            7.02.6   Lead/Opportunity Attribute Designation
                                                              Universal attributes for lead setup      X
            7.02.7   Lead/Opportunity Attribute Designation
                                                              Universal attributes for opportunity
                                                              setup unique to measure/program          X
            7.03.1   Lead/Opportunity Lifecycle Management    Pre-notify multiple parties
                                                              (programs, PMC's, Planning) when
                                                              approaching designated de-
                                                              activation dates                         X
            7.03.2   Lead/Opportunity Lifecycle Management
                                                              Automate lifecycle changes
                                                              (activation, de-activation, updates)
                                                              based on lifecycle attributes            X
            7.03.3   Lead/Opportunity Lifecycle Management    Allow for opportunites in " Work in
                                                              Process" state to have notification
                                                              process for inactivation of any
                                                              measure.                                 X
            7.04.1   Lead/Opportunity (Measure) History
                                                              Track changes to Lead/Opportunity
                                                              and Lead/Opportunity attributes
                                                              such that a history record of such
                                                              changes can be viewed and used for
                                                              reporting                                X
            7.04.2   Lead/Opportunity (Measure) History
                                                              Allow Reporting on History details of
                                                              Lead/Opportunity lifecycle               X
                     Contract
            8.01.1   Contract process Management
                                                              Allow for pre-established process
                                                              for Contract related master data
                                                              (Administrative, Measure, Program
                                                              Management, etc)                         X
            8.01.2   Contract process Management              Include templates and support tools
                                                              where possible                           X
            8.01.3   Contract process Management              Allow for process cloning as a means
                                                              to create a new process                  X
            8.01.4   Contract process Management              Include Workflow interaction
                                                              components within the process            X
            8.01.5   Contract process Management              Integrate approval processes
                                                              through workflow including
                                                              escalation process                       X




4/22/2010                                                                                                                          MDM                                        Page 70 of 76
            Master Data Management and                                                                      RFP Response




                                                                                              Plan & Eval
                ID             ERP Feature/Function            ETO Requirement                              Indicator   Module   Supplemental   Descriptive Details
            8.02.1   Contract Attribute Designation
                                                      Allow for pre-established process
                                                      for Contract related master data
                                                      (Administrative, Measure, Program
                                                      Management, etc)                         X
            8.03.1   Contract Lifecycle Management    Pre-notify multiple parties
                                                      (programs, PMC's, Planning) when
                                                      approaching designated de-
                                                      activation dates                         X
            8.03.2   Contract Lifecycle Management
                                                      Automate lifecycle changes
                                                      (activation, de-activation, updates)
                                                      based on lifecycle attributes            X
            8.03.3   Contract Lifecycle Management    Allow for measures in Work In
                                                      Process state to continue on
                                                      inactivation of any measure or
                                                      measure attribute de-activation          X
            8.04.1   Contract (Measure) History
                                                      Track changes to Contract and
                                                      Contract attributes such that a
                                                      history record of such changes can
                                                      be viewed and used for reporting         X
            8.04.2   Contract (Measure) History       Allow Reporting on History details of
                                                      Contract lifecycle                       X
                     Sponsor/Stakeholder
            9.01.1   Sponsor process Management       Allow for pre-established process
                                                      for Sponsor related master data
                                                      (Utilities, Grants, Government
                                                      Programs)                                X
            9.01.2   Sponsor process Management       Include templates and support tools
                                                      where possible                           X
            9.01.3   Sponsor process Management       Allow for process cloning as a means
                                                      to create a new process                  X
            9.01.4   Sponsor process Management       Include Workflow interaction
                                                      components within the process            X
            9.01.5   Sponsor process Management       Integrate approval processes
                                                      through workflow including
                                                      escalation process                       X
            9.02.1   Sponsor Attribute Designation    Allow for Sponsor type (funding)
                                                      attributes (Utility, PUD,
                                                      Government, Grant)                       X
            9.02.2   Sponsor Attribute Designation
                                                      Allow for Sponsor status attribute
                                                      type (active, inactive, in progress)
                                                      and related attributes                   X
            9.02.3   Sponsor Attribute Designation    Allow for Sponsor agreement types
                                                      (percentage, fixed amount),
                                                      agreement type (annual, bi-annual,
                                                      one time) and other related
                                                      attributes                               X

4/22/2010                                                                                                                  MDM                                        Page 71 of 76
            Master Data Management and                                                                         RFP Response




                                                                                                 Plan & Eval
                ID               ERP Feature/Function             ETO Requirement                              Indicator   Module   Supplemental   Descriptive Details
            9.03.1    Sponsor Lifecycle Management      Pre-notify multiple parties
                                                        (programs, PMC's, Planning) when
                                                        approaching designated de-
                                                        activation dates                          X
            9.03.2    Sponsor Lifecycle Management
                                                        Automate lifecycle changes
                                                        (activation, de-activation, updates)
                                                        based on lifecycle attributes             X
            9.04.1    Sponsor History
                                                        Track changes to Sponsor and
                                                        Sponsor attributes such that a
                                                        history record of such changes can
                                                        be viewed and used for reporting          X
                      Reporting /Integration
            10.01.1                                     Interface to ETO Business Objects
                      Reporting Tool                    Business Intelligence                     X
            10.01.2                                     Allow direct access to data tables via
                      Reporting Tool                    Sequel Server                             X
            10.01.3                                     Integrate with SPSS and Strata
                      Reporting Tool                    statistical tools                         X
            10.01.4                                     Integrate GISData or like GIS
                      Reporting Tool                    interpretation tools                      X
            10.01.5
                      Reporting Tool                    Integrate with MSOffice Programs          X
            10.02.1   Supplemental Data Integration     Zip+4                                     X
            10.02.2   Supplemental Data Integration     Census Data (10 Year)                     X
            10.02.3   Supplemental Data Integration     Dunn&Bradstreet                           X
            10.02.4   Supplemental Data Integration     Tax Assessment (Metro Scan)               X
            10.02.5   Supplemental Data Integration     Semifore/Barcode Matching                 X
            10.02.6
                                                        Include activities in Master Data
                                                        Management process that alert P&E
                                                        when data structure or data
                                                        controls change for those data
                                                        elements included in planning and
                                                        evaluation based modeling tools
                                                        such that models and model input
                                                        files can be update prior to
                                                        implementation of the data related
                      Supplemental Data Integration     changes.                                  X




4/22/2010                                                                                                                     MDM                                        Page 72 of 76
Technology                                                                                      RFP Response

    ID                  ERP Feature/Function                 ETO Requirement                    Indicator   Module   Supplemental   Notes




                                                                                           IT
1.00.0      General
                                                    Utilize Microsoft Based Products and
1.01.1      Standards                               Tools                                  X
2.00.0      Foundation Infrastructure
                                                    Integrate with MS SQL Server 2005
2.01.1      Microsoft SQL Server                    or better                              X
3.00.0      Networks
                                                    Operate under constraints of MS
3.01.1      Microsoft                               Ethernet OS                            X
4.00.0      Security Tools and Control
                                                    Operate within constraints of Net
                                                    Screen 50 and Juniper SA 1000
4.01.1      Firewall                                firewall                               X
                                                    Operate within constraints of
4.02.1      Antivirus                               Symantec Anitvirus                     X
                                                    Utilize RSA Secure ID and Active
4.03.1      Authentification                        Directory for authentification         X
                                                    Integrate with SNNP for network
4.04.1      Network Analyzer                        analysis                               X
            Desk Top Equipment, Applications, and
5.00.0      Operating Systems

                                                    Allow for Integration to PC Desktop
5.01.1      PC-Desktop                              with minimal and standard updates.     X

                                                    Allow for Integration to PC Laptop
5.01.2      PC-Laptop                               with minimal and standard updates.     X
                                                    Allow Integration with MSOffice
5.02.1      MSOffice Suite                          Suite of 2003 or Better                X
                                                    Allow for execution within Windows
5.03.1      Window XP                               XP                                     X
                                                    Integration with Sharepoint 2007.
5.04.1      Management/Collaboration                Not currently installed                X
6.00.0      Help Desk Tools and Processes

4/22/2010                                                                      IT                                                      Page 73 of 76
Technology                                                                                         RFP Response

   ID                  ERP Feature/Function                    ETO Requirement                     Indicator   Module   Supplemental   Notes




                                                                                              IT
                                                     Integrate with Trackit application for
                                                     IT support.
6.01.1      remotely hosted                          ??? Application Support                  X

                                                     Integrate with Subversion for
                                                     software version control. Unfuddle
6.02.1      Subversion                               is website that uses subversion.         X
            Custom Application Development Tools
7.00.0      and Methodologies
                                                     Utilize .Net as Web Services, Forms,
7.01.1      .Net                                     Framework                                X

7.02.1      VB                                       Integrate applicatio9ns via VB.net       X
7.03.1      Visual Studio                            Application for development              X
                                                     Allow for SharePoint Designer
7.04.1      SharePoint Designer                      development                              X
                                                     Integrate ASP as standard
                                                     development foundation for web
7.05.1      ASP                                      forms and web pages                      X
                                                     Utilize Agile Development
7.06.1      Agile - Development Methodology          Methodology where required               X
                                                     Utilize Watherfall Development
7.07.1      Water Fall - Development Methodology     Methodology where required               X
8.00.0      Integration (Applications, Tools, etc)
8.01.1      XML                                      Integrate Application via XML            X
                                                     Integrate Internal and external Data
                                                     using SSIS with SFTP and other
                                                     connections.
                                                     -Legacy Apps: Utility Usage
8.02.1      SSIS                                     Importing , Fastrack XML Import          X
8.03.1      Data Integrator                          Integrate with Data Integrator           X
                                                     Utilize Crystal Reports for BI report
8.04.1      Crystal                                  development.                             X
9.00.0      E-Commerce Interfaces

4/22/2010                                                                         IT                                                      Page 74 of 76
Technology                                                                                             RFP Response

    ID               ERP Feature/Function                          ETO Requirement                     Indicator   Module   Supplemental   Notes




                                                                                                  IT
9.01.1      Web Analytics                                Integrate with google analytics.         X

10.00.0     Application Interfaces (Internal/External)
                                                         Allow for standardized and
                                                         multiformat integration of Utility
10.01.1     Import Utility (Sponsor)                     data via FTP                             X

                                                         Allow standardized import of PMC
10.02.1     Import/Export PMC                            sourced data and export of ETO data      X

                                                         ASP.NET web services related to
                                                         integrating CRM, project data from
10.03.1     Import web services                          web pages, external sources              X
                                                         ASP.NET web services related to
10.04.1     Export web services                          querying CRM, project data               X

                                                         Restrict dependence on MS Access
                                                         Functionality to that which can be
10.05.1     Export Access                                supported by non-IT resources            X
                                                         Allow functionality to interface with
10.05.2     Export Access - Interfaces                   MS Access.                               X
                                                         Allow functionality to interface with
10.06.1     Export Excel - Interfaces                    MS Excel.                                X
                                                         Restrict dependence on MS Excel
                                                         Functionality to limit support by non-
10.06.2     Export Excel - Application/Functionality     IT resources                             X

                                                         Reduce quantity of add-ons to those
                                                         with special functionality not
10.07.1     Other - Application Add-ons                  available within selected system         X
                                                         Allow for integration of multiple
                                                         applications via standard and
                                                         supported vendor interface
10.07.2     Other                                        functionality                            X

4/22/2010                                                                             IT                                                      Page 75 of 76
Technology                                                                                     RFP Response

    ID                 ERP Feature/Function                ETO Requirement                     Indicator   Module   Supplemental   Notes




                                                                                          IT
10.08.1     Software as a Service (SaaS)          Allow SaaS with acceptable ROI          X
11.00.0     Globalization/Localization

11.01.1     Globalization/Localization Features   No requirement for Multi-language       X
12.00.0     Data Warehousing/BI
                                                  Integrate with SAP Business Objects -
12.01.1     SAP Business Objects                   not currently installed                X
13.00.0     Project Management Methodologies
                                                  Integrate with KIMBALL
                                                  methodology for Project
                                                  Mangement Related Activities and
13.01.1     Project Management Methodologies      Reporting                               X




4/22/2010                                                                    IT                                                       Page 76 of 76

								
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