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.
PSD Software
Manage Programs More Efficiently
Energy Efficiency Program Management Software
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.
Software
Connecting People through Data
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 / 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
Municipality
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 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 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 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.
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
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.
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
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
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.
Download Scout for Compass
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
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
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
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
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
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.
