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PSD Compass

Manage Programs More Efficiently

Energy Efficiency Program Management Software

PSD Compass is a configurable building performance solution for managing Demand Side Management (DSM) Programs. It seamlessly connects Program Implementers to deliver program goals for Utility Customers, Trade Allies, Quality Assurance, Utilities / Agencies, Municipalities, and other third parties. It supports program models serving both residential and commercial sectors with programs ranging from fast rebates to whole building performance.

KEY BENEFITS

  • Streamline program portfolio into single solution
  • Drive adoption by contractors & customers using targeted outreach
  • Collect field data using versatile apps
  • Advanced simulations and algorithms auto-calculate savings
  • Standardized and simple tracking and reporting
  • Manage trade allies with QA Management
  • Process rebate incentives quickly and accurately

Get Compass Working for You

PSD Compass is an enterprise solution. It can either be procured directly by a Utility, Agency, or Municipality, or be procured as part of a program implementation that is implemented by PSD or our partners. To learn more about PSD Compass, contact us to request a demo.

Contact Us

Connecting People through Data

Program Implementer

Program Implementer

As a Program Implementer, you will deliver programs with cost-effective energy savings using PSD Compass to support the various program types in your portfolio.

  • Customer Engagement
  • Field Data Collection
  • Savings Calculations
  • Project Tracking and Reporting
  • Incentive and Rebate Processing
  • Data Quality Management
  • 3rd Party Integration
  • Trade Ally Management
  • Measurement & Verification
  • Pay for Performance
  • Custom Workflows
  • Process Automation

Utility / AgencyUtility / Agency

As a Utility or Agency, you are responsible for portfolios of programs that benefit the rate payer and meet regulatory requirements. Compass supports the various program types in your portfolio. Your programs are innovative and efficient, allowing you to meet your savings goals. Your programs are supported either through direct program implementation or program implementers.

  • Customer Engagement
  • Field Data Collection
  • Savings Calculations
  • Project Tracking and Reporting
  • Incentive and Rebate Processing
  • Data Quality Management
  • 3rd Party Integration
  • Trade Ally Management
  • Measurement & Verification
  • Pay for Performance
  • Custom Workflows
  • Process Automation

MunicipalityMunicipality

As a Municipality, you are responsible for compliance programs in support of local mandates. Your programs range from benchmark and audit to install. You use PSD Compass to perform compliance management, quality assurance, public reporting, and outreach to building owners. You track compliance of buildings in programs over the lifecycle of the building. Your benchmark programs leverage PSD Compass’s integration with ENERGY STAR Portfolio Manager™.

  • Customer Engagement
  • Field Data Collection
  • Savings Calculations
  • Project Tracking and Reporting
  • Incentive and Rebate Processing
  • Data Quality Management
  • 3rd Party Integration
  • Trade Ally Management
  • Measurement & Verification
  • Pay for Performance
  • Custom Workflows
  • Process Automation

Trade AllyTrade Ally

As a Trade Ally, you participate in programs to deliver energy savings and incentives to Utility Customers. You use PSD Compass to enter data and submit energy projects to receive incentives. PSD Compass saves you time and improves the quality of your submission.

  • Field Data Collection
  • Savings Calculations
  • Trade Ally Management
  • Measurement & Verification
  • Custom Workflows

Utility CustomerUtility Customer

As a Utility Customer, you participate in programs and save energy, improve comfort, and receive incentives. You use customer facing websites to learn about programs, verify eligibility, share data, submit Rebates, and check status.

  • Customer Engagement
  • Incentive and Rebate Processing
  • Pay for Performance

Quality AssuranceQuality Assurance

As a Quality Assurance auditor, you ensure the quality control of programs. You are scheduled to conduct QA activities to meet program targets. The programs you support receive positive program evaluations and achieve savings goals.

  • Field Data Collection
  • Savings Calculations
  • Trade Ally Management
  • Measurement & Verification
  • Custom Workflows

Supported Program Models

Residential Programs

  • Upstream Rebate Processing
  • Midstream Rebate Processing
  • Downstream Rebate Processing
  • Whole Building (HPwES, Light Audit)
  • Direct Installation
  • New Construction
  • Online Audit
  • Pay for Performance
  • Multifamily (per unit)
  • Loan Programs

Commercial Programs

  • Upstream Rebate Processing
  • Midstream Rebate Processing
  • Downstream Rebate Processing
  • Whole Building
  • Direct Installation
  • New Construction
  • Custom Measure
  • HVAC Equipment Maintenance
  • Pay for Performance
  • Retuning/Retro-commissioning
  • Multifamily (whole building)
  • Strategic Energy Management

Features

Program Portfolios

Portfolio Management

PSD Compass supports over 20 program types and multiple program types can be hosted in one instance. This enables Program Implementers and Trade Allies to log into one portal to participate in multiple programs that they have been granted access to.

Program Portfolio

Building Lifecycle Participation

PSD Compass tracks multiple Jobs on the same Building. Over the course of their lifecycle, Buildings can participate in multiple Jobs from different Programs. This information is leveraged for customer engagement to drive future participation. Automated data quality checks identify and prevent redundant program participation.

Targeting and Outreach

Project Tracking and Reporting

Building Targeting Analytics

PSD Compass’s analytics identify buildings with high savings potential which are targeted for specific programs. Analytics range from analysis of benchmark data, monthly metered data, and interval metered data. Reports identify targeted buildings by service area and are provided to Program Implementers, Trade Allies, and Municipalities.

Building Targeting Analytics

Outreach with Salesforce.com

PSD Compass integration with Salesforce.com is used by Program Implementers to conduct program marketing campaigns. Salesforce.com provides automated emails for cost effective outreach to Utility Customers and tracks interactions with interested parties.

Customer Engagement

Customer Engagement

Rebate Portal

PSD Compass rebate portals engage customers with automated downstream rebate applications. Standard features include automated account validation, product eligibility finder, equipment and job submission validation, job status tracker, and participating contractor lists. These features are fully integrated with Compass. Product validation leverages integrations with utility and customer data in addition to ENERGY STAR and AHRI product lists.

Data Collection

Field Data Collection

PSD Compass has multiple solutions that streamline the submission of Job data. Which ones are used is based on the program model.

PSD Compass Web Portal

PSD Compass supports manual and bulk data entry directly in Compass. The Compass user interface includes forms, custom fields, and buttons that can be customized for the Program. The ability to bulk upload data is commonly used by midstream and upstream rebate programs and for managing building portfolios efficiently. Compass Web Portal users are Trade Allies, Program Implementers, and Quality Assurance.

PSD Scout for Compass – Offline iOS and Android Application

PSD Scout for Compass is used during on-site visits for data and photo collection. The Mobile Tool is an Android and iOS optimized tablet application. It can be operated offline and is synced to PSD Compass when internet access is available. It supports four primary job types: lite audit, deep audit, install, and quality assurance. Scout users are collecting data on site and include Trade Allies, Quality Assurance, and Program Implementers, depending on the program design.

 

psd scout app

Download Scout for Compass

scout iOS app button

scout android app button

Click the Apple App Store button on the left for iOS devices, or the Google Play button on the right for Android devices.

Energy & Resource Savings

Savings Calculations

PSD Compass supports multiple energy and demand savings methods. The method is selected based on program type.

Deemed Savings

PSD Compass can be configured to assign deemed savings to measures. Deemed savings are either simple fixed values or calculated values based on various parameters of the job. Spreadsheet uploads enable Program Implementers to update deemed savings values and variables. Version tracking provides transparency for Program Implementers and Evaluators.

Engineering/TRM Calculation Savings

PSD Compass can be customized to calculate based on equations from a Technical Resource Manual. In addition, users can upload Excel workbooks which include custom calculations. Version tracking provides transparency for Program Implementers and Evaluators.

Modeled Savings

PSD Compass integrates with modeling tools to provide modeled savings and results using either APIs or file uploads. Integrations support both residential and commercial buildings. Integrated residential modeling tools include: Ekotrope for New Homes, REM/Rate for New Homes, Surveyor for Existing Single Family, TREAT for Existing Multifamily, and OpenStudio Calculators. Commercial modeling tools include OpenStudio and OpenStudio Calculators.

Performance Savings

PSD Compass Scenario Management features enable performance savings using calculations of Avoided Energy Use. Meter records in PSD Compass store measured meter readings. The meter readings can be populated via spreadsheet upload, GreenButtonConnect, utility master file, or ENERGY STAR Portfolio Manager™ integration. The Scenario feature is used to assign the Baseline Period, assign the Reporting Period, and upload a Prediction Model. Weather normalization regressions are generated, and Avoided Energy Use is calculated. A savings report can be automatically emailed to the Utility Customer or Trade Ally to enable fast feedback. Fast feedback allows for early identification and potential correction of any issues.

Quality Assurance

Data Quality Management

Automated Data Quality

Compass provides a framework for automated data quality checks. Trade Allies and Program Implementers save time with immediate feedback and automated workflow triggered by data quality issues. They reduce re-work and the program cost of reviewing and processing jobs.

Quality Assurance Management

Compass’s Quality Assurance feature improves program quality. Program Implementers assign Quality Assurance trackable targets to Trade Allies. QA Activities are assigned to Jobs automatically based on targets or manually by a program implementer.

Job Pipeline

Custom Workflows

Compass manages the flow of Job status through the program pipeline.  Customizable rules enforce consistent processes and compliance with program standards.

Job Workflows

Compass offers customizable workflows for over 20 different program types. Workflows define the Job status process and trigger logic for status changes. Customizable buttons are provided for users to trigger status changes. Customizable workflow automation and data quality checks are available.

Job Tracking & Reporting

Compass includes a Dashboard feature. It has a table of number of Jobs per status that are in the user’s queue. It includes a drill down of the Jobs. The Dashboard is fully configurable and can include a graphical presentation of key performance indicators (KPI) of Jobs in the pipeline.

Compass includes standard and custom reports that output raw data, analytics results, and template reports. Customer-facing reports are generated by Trade Allies and provided to Utility Customers. Tracking reports are used by Program Implementers to manage programs. Such reports can also be exported for use in external tools like Power BI or Tableau.

Compass integration with Salesforce.com enables dynamic program reporting and dashboards for Program Implementers.

Compass supports regulatory reporting by keeping all documentation together with job data and savings.

Incentive Payments

Payment Processing

Incentive Calculations

Compass dynamically calculates incentives based on program rules such as measures installed, savings achieved, and Job fees.

Incentive & Rebate Processing

Compass’s Payment Processor feature is used by Program Implementers to review and approve payments. Payment approval triggers a payment to Utility Customers or Trade Allies. Payments can be made in the form of a check or a gift card.

User Management

User Permissions

Permissions Management

Compass’s Permission Management feature configures permissions by user role.  Compass has user roles for Program Implementers, Trade Allies, and Quality Assurance.

Trade Ally Management

Compass has a Trade Ally Management feature. Program Implementers grant access by program to approved participating Trade Allies. The feature includes tracking of Trade Allies’ accreditations to participate. Trade Allies can only access records for Buildings and Jobs that they are conducting work on.

Easily at the top of the list for PEG are the programs run by PSD. Their commitment to full support of the program stakeholders through their intuitive Compass interface, live support, solicitation of constant feedback, quality training, and education make them a professional pleasure to work with.

Matthew CooperPEG

We have worked with PSD in the FirstEnergy New Homes program in Pennsylvania for the past couple of years. It is so refreshing to work with an organization that is easy to work with, supportive and quick to respond to any questions we have. PSD’s process of registering and applying for rebates is such an easy process. Thank you for making this so user friendly!

Kelly CararoTacoma Energy

I love to work with PSD on above code and energy efficiency programs.  There software is easy to understand and convenient to use.  There technical help is both knowledgeable and timely, I just send them an email and I usually hear back within an hour.  They make it easy for me to help my customers maximize their participation in the programs.

Chaz SteffenIdeal Living Environments

I just wanted to thank you for the feedback, and for the quality of the QA report. Because of the many rebate programs in which we operate, we get a lot of QA done by the implementers of utility funded programs. This is by far the most professional QA report I have received from an incentive program.

Frank SwolEAM Associates, Inc.