annual Report


Leadership Message

A foundational principle of the Consortium is working together to achieve lasting structural market change. CEE is a consortium of investor-owned and municipal utilities, national labs, nonprofit DSM and market transformation program administrators, and supportive state and federal agencies. Members are responsible for approximately $7 billion of the $9 billion budgeted annually for demand side investment in the US and Canada and serve nearly 100 million electric customers and 50 million gas customers. CEE’s purpose is to serve administrators of demand side programs that actively support customers in their journey to manage energy wisely. CEE channels our members’ strategic objectives in order to gain strength in numbers and transform markets.

It is difficult to discuss 2022 and CEE without referencing the Inflation Reduction Act. Related to efficiency, the historic passing provided substantial funding for state energy office efficiency programs as well as tax credits utilizing CEE Tiers for the next decade. At CEE, members are collaborating with federal agencies, trade associations, and the entire heat pump supply chain to pursue the often unseen and underappreciated work of program design, trade ally support, and contractor education. As detailed in our report, transforming markets for efficient, connected heat pump technology is expanding from ducted and ductless systems to super efficiency room conditioner with a form factor suited to window installations.

Our annual report also details efforts by members to increase the ability for energy efficiency programs to serve a broader array of customers, many of whom are historically underserved.

CEE’s 18 Initiatives address a wide breadth of industries, ranging from commercial heat pump water heaters to residential HVAC systems that leverage variable speed heat pump technology to reduce energy use and provide demand flexibility. Members understand that the time and location of savings are critical for meeting today’s decarbonization and reliability objectives, and are working directly with manufacturers to deploy systems capable of shedding, shifting, and delaying energy use. CEE Initiatives seek to reward market players whose leadership creates products and services of ever greater value to utility customers and systems and accordingly improves the livelihood of society.

At the Consortium for Energy Efficiency, leading United States and Canadian efficiency program administrators develop consensus-based strategies to accelerate adoption of cutting-edge energy efficiency and load management solutions that benefit all customers, reduce carbon, and improve the reliability of energy delivery systems.

We invite you to review the highlighted work of 2022 and look forward to your engagement and support in the years to come.




Executive Director

Member Listing

Program Administrators
  • Ameren Illinois
  • Avangrid
  • Avista
  • Baltimore Gas and Electric Company
  • BC Hydro
  • Berkshire Gas
  • Cape Light Compact
  • Commonwealth Edison Company
  • Connecticut Natural Gas
  • Consolidated Edison Company
  • Consumers Energy
  • DC Sustainable Energy Utility (DCSEU)
  • DTE Energy
  • Dominion Energy—Utah
  • Duke Energy
  • Efficiency Maine
  • Efficiency Vermont
  • Elizabethtown Gas
  • Enbridge Gas
  • Énergir
  • Energy Trust of Oregon
  • Eversource
  • FortisBC
  • Hawaiʻi Energy
  • Hydro-Québec
  • IESO
  • Idaho Power
  • Los Angeles Department of Water & Power
  • National Grid
  • Natural Resources Canada
  • New Jersey Natural Gas
  • New Mexico Gas Company
  • New York Power Authority
  • New York State Electric & Gas
  • New York State Energy Research and Development Authority
  • Nicor Gas
  • Northern California Power Agency
  • Oncor
  • Orlando Utilities Commission
  • PNM
  • PSEG Long Island
  • Pacific Gas and Electric Company
  • Peoples Gas
  • Public Service Electric & Gas
  • Puget Sound Energy
  • Rochester Gas & Electric
  • Sacramento Municipal Utility District
  • Seattle City Light
  • Snohomish County PUD
  • SoCalGas
  • South Jersey Gas
  • Southern California Edison
  • Southern Connecticut Gas
  • Southern Minnesota Municipal Power Agency
  • Southwest Gas
  • Tacoma Power
  • Tampa Electric
  • Tennessee Valley Authority
  • United Illuminating
  • Unitil
  • Vectren Corporation—Ohio
  • Vermont Department of Public Service
  • Vermont Gas
  • Wisconsin Focus on Energy
  • Xcel Energy

Member Listing

Efficiency Organizations and National Labs
  • American Council for an Energy-Efficient Economy
  • California Energy Commission
  • California Institute for Energy and Environment
  • Fraunhofer USA Center for Manufacturing Innovation CMI
  • Lawrence Berkeley National Laboratory
  • National Renewable Energy Laboratory
  • Natural Resources Defense Council
  • Northwest Energy Efficiency Alliance
  • Oak Ridge National Laboratory
  • Pacific Northwest National Laboratory
  • Southwest Energy Efficiency Project

Member Listing

Government Agencies
  • Department of Energy
  • Environmental Protection Agency
  • Natural Resources Canada



    Chair, Enbridge Gas

    First Vice Chair, Eversource

    Second Vice Chair, Natural Resources Defense Council

    Treasurer, PSEG Long Island

    Secretary, Tennessee Valley Authority

    Puget Sound Energy

    American Council for an Energy Efficient Economy

    DTE Energy

    Pacific Gas and Electric



    BC Hydro

    Sacramento Municipal Utility District



    National Grid

    New York Power Authority

    Xcel Energy

    Energy Trust of Oregon

    Northwest Energy Efficiency Alliance

    Duke EnergySpecial Advisors

Special Advisors


    Natural Resources Canada

    US Department of Energy

    US Environmental Protection Agency


  • Kira Ashby

    Principal Program Manager
  • Ben Chadwick

    Program Assistant
  • Michael Colaneri

    Strategic Communications Manager
  • Adam Cornelius

    Senior Program Manager
  • Hale Forster

    Principal Program Manager
  • Ryan Hamilton

    Principal Program Manager
  • Emma Hanson

    Senior Program Manager
  • Bjorn Jensen

    Senior Program Manager
  • Evelyn Lane

    Program Assistant
  • Walker Larsen

    Principal Program Manager
  • Kristin Luft

    Data Management and Analysis Associate
  • Erik March

    Program Assistant
  • Jack Monte

    Director of Finance and Administration
  • Thomas Olson

    Program Associate
  • Alice Rosenburg

    Deputy Director
  • Maya Saterson

    Program Associate
  • Laney Sullivan

    Program Associate
  • Christopher Sullivan-Trainor

    Senior Program Manager
  • John Taylor

    Executive Director

Transforms Markets

Utility directors and efficiency advocates developed CEE more than 30 year ago and created models for advancing efficiency at market scale, helping to improve unit performance, program impacts, and cost effectiveness by driving economies of scale in production and market competition. Member efforts crafted important program industry conventions, earned trusted relationships with key manufacturing and trade industries, and established credibility with policy makers and regulatory personnel. Collectively, these important assets work to accelerate new products and services to meet the challenges of tomorrow’s utility systems while serving customer needs today.

Members participate in a trusted work environment, managed to screen private, parochial interests, where team play and identifying shared interests are the norm. This environment fosters mutual trust and respect, allowing frank and productive conversation for practical application, and serves our industry’s goals while edifying the individual participant.

The Consortium manages a community of peers that share the often underappreciated obligations of providing safe, reliable, afford- able, clean and equitable energy service. At the Consortium, members work to design and implement market initiatives to serve the highest priority shared needs.

The Center for Equity and Energy Behavior

Building New Metrics for Success

The Center for Equity and Energy Behavior

Building New Metrics for Success

Launched in 2022, the CEE Center for Equity and Energy Behavior aims to enhance the efficacy of energy efficiency programs by providing vetted methods to reach underserved communities and leverage behavioral science techniques that optimize customer participation. The Center is halfway through a 3-year Business Plan developed to tackle this mission. So far, four deliverables lay the foundation for the Center’s work: the Equity Framework, Equity Landscape Analysis, Equity Program Summary, and Non-Energy Impact (NEI) Characterization.

The Equity Framework puts forth definitions of equity-related terminology, along with what it means to make progress on more equitable engagement. It outlines initial findings and commonalities shared by sponsor organizations regarding procedural and distributional equity, low-income audiences and their relation to “underserved,” and the need to engage local communities in the design process. Notably, procedural equity is identified as a productive pathway to begin addressing distributional equity in programs.

The Equity Landscape Analysis outlines definitions, metrics, and approaches currently used to address equity in energy efficiency programs across the United States and Canada, informed by research with CEE members and the industry more broadly. This report revealed that while there is no standard equity definition, there are discrete types of equity that are commonly referred to, including structural equity, procedural equity, and distributional equity.

The Landscape Analysis finds that requirements for equity mandates are dynamic and have evolved even since the Center’s inception. In addition, while program administrators are long familiar with income-eligible requirements, there are increasingly more mandates specific to engagement of vulnerable, underserved, disadvantaged, and environmental justice communities. A number of indicators have been employed to track progress towards equity goals, including allocating program funds to health impacts and measuring program participation from vulnerable audiences. Members continue to grapple with which of these metrics are the best fit(s) for various strategic objectives and practical circumstances. CEE continues to study and evaluate the ongoing challenge of defining—and refining—equity metrics.

Non-Energy Impacts (NEIs) are the additional energy efficiency program outcomes that result beyond energy savings. Better understanding how to quantify NEIs can help energy efficiency programs aimed at vulnerable audiences achieve cost-effectiveness. Programs intended for vulnerable audiences are typically expensive to run, and the extent to which there are cost-effectiveness allowances to account for this reality varies widely across jurisdictions. The Center’s NEIs Characterization provides an overall inventory of NEIs from the participant, program administrator, and societal perspectives. This document also synthesizes existing practices around incorporating NEIs in cost-effectiveness tests. To date, the greatest NEI focus relates to economic impact, environmental impact, health and safety outcomes, and increased comfort. This NEI overview serves as the first step in the Center’s process of prioritizing NEIs for future quantification based on equity relevance, magnitude, transferability across jurisdictions, and other sponsor-determined criteria.

The Equity Program Summary details equity learnings from 55 member programs across 17 organizations with the purpose of facilitating information exchange among CEE members to advance equity-driven programs. The most common equity metrics reported were program participation rates, energy savings, and engagement with community-based organizations (CBOs) that serve vulnerable populations. CBOs are commonly cited as crucial to building trust and increasing program participation.

To find out more about the Center, contact Kira Ashby.


Serving Customers by Supporting Trade Allies and Coordinating Ratepayer and Taxpayer Funded Efficiency.


Serving Customers by Supporting Trade Allies and Coordinating Ratepayer and Taxpayer Funded Efficiency.

The Inflation Reduction Act of 2022 (IRA) introduces what many consider the most significant U.S. climate legislation to date through a series of tax credits and direct customer incentives targeted at renewables, energy efficiency and electrification. The act provides $8.8 billion in rebates for home energy efficiency and electrification projects, which have the potential to save American households up to $1 billion annually.[1]

CEE Committees and industry partners have been active in updating relevant specifications that were named as the basis for the 25C federal tax credits, and will continue working to ensure that the CEE tier levels reflect a meaningful distinction of those most high performing products and services available. We do not anticipate any changes to performance requirements for 2024. More information about the most current CEE specifications and associated lists of products that meet the CEE highest efficiency tiers (not including any Advanced Tiers) can be found at

Successfully deployment of the 25C tax credits as well as the two Home Energy Rebate Programs – the Home Efficiency Rebate Program (which offers over $4 million in grants through State Energy Offices to aid in retrofitting homes) and the Home Electrification and Appliance Rebates Program, HEAR (which offers over $4 million in grants to install efficient electric technology in low- and moderate-income residences) – will require unprecedented coordination and partnership across a diverse array of stakeholders. CEE members are working actively with leadership at DOE, EPA, NASEO, and the relevant trade associations to minimize confusion and ensure customers are able to take full advantage of available incentives as they invest in more efficient homes.

This federal legislation provides CEE members with the opportunity to enhance the reach of their existing home programs by simplifying consumer understanding of incentives available and structuring their market transformation strategy to support different customer segments looking to make home improvements. Members also acknowledge a need to prepare for different scenarios of State Energy Office (SEO) program roll-out that will vary by state. While braiding ratepayer funded offerings with state energy office programs offers a generational opportunity to leverage this additional funding, program planning criteria with an eye to future program impact evaluations are being carefully assessed across the country. The magnitude of the impact, and the ultimate success of this act, will be dependent upon our commitment to building consensus on successful program design, developing robust market transformation programs, sharing data to the extent possible, and a commitment to adapt our approach as initial results are analyzed.

Supporting the Installation Contractor is Paramount

As highlighted in a recent CEE meetings with the DOE, National Association of State Energy Officials (NASEO), Air-Conditioning, Heating, and Refrigeration Institute (AHRI), Air Conditioning Contractors of America (ACCA), Electric and Gas Industry Association (EGIA), and Heating Air-conditioning & Refrigeration Distributors International. (HARDI) leadership, getting this “right” will require unprecedented levels of synchronization, dexterity, and collaboration across all points in the supply chain and touch points with the customer. Each of the organizations bring a very different perspective to the table – NASEO highlighting the role of state energy offices to expand their customer facing programs leveraging new federal resources; AHRI representing the HVAC and water heating manufacturers who are planning out product cycles years in advance; ACCA and EGIA speaking on behalf of contractors who work locally across the country to help customers make decisions and install equipment on site; and HARDI representing the HVAC distributors who manage stocking and supplying of equipment. Key themes from these conversations and member discussion to date include a shared emphasis on

  1. Minimizing the building heating and cooling load through weatherization measures remains a fundamental tactic for energy savings and comfort: we must shrink all energy use
  2. Properly designed and installed heat pump technologies as a market-ready solution to help achieve decarbonization, particularly when these products have embedded load management capabilities and open standards communication
  3. Training and certification for contractors that reinforces proper design, sizing, and installation practices for high performance equipment, particularly when the heat pump will be depended upon as a primary heating resource
  4. Using building science to develop a shared understanding among program administrators, contractors and customers that supports proper selection of which heating and cooling systems will contribute to a cleaner environment, manage bill impacts, ensure comfort, and minimize adverse impacts on the grid.

To facilitate these outcomes, CEE will continue coordination and consensus building around successful market transformation concepts with the players involved in the implementation of these federal and ratepayer funded programs. State energy offices represent one crucial entity, and CEE is working closely with NASEO and our state energy office member NYSERDA to support ratepayer funded programs run in concert with states to design a seamless customer experience. In addition, CEE’s longstanding relationships with the manufacturers (AHRI and their members), distributors (HARDI), and contractors (ACCA and EGIA) serve as critical channels for recognizing market conditions that directly inform the design of programs. The CEE membership continues to work diligently through our established committee process to develop market transformation specifications that provide a nationally recognized definition of highly efficient products or services.

The next few years will be a dynamic period of opportunities and challenges as the IRA plays out across the country. CEE is committed to continued – and enhanced – partnership with those entities who have a shared objective in transitioning the customer journey towards carbon neutrality taking full advantage of the important role energy efficiency and load management must play.

Get Involved!

To learn more about how CEE is developing specifications for 25c eligible equipment, coordinating with state offices and industry partners to maximize IRA effect, ensuring market transformation is at the forefront of program design, and designing programs that anticipate issues regarding attribution and impact evaluation, please contact CEE Deputy Director Alice Rosenberg at

[1] House Sustainable Energy and Environment Coalition. June 15, 2023


Super-Efficient Window Heat Pump as Multifamily Market Mover


Super-Efficient Window Heat Pump as Multifamily Market Mover

More than 25 years ago, CEE launched an initiative that encouraged manufacturers to design and produce a more efficient apartment refrigerator. This work built on a New York Power Authority (NYPA) and New York City Housing Authority (NYCHA) solicitation with bulk price purchasing terms. The results were spectacular, with more than 38 nationwide housing authorities adding to the New York commitment. More than 70,000 purchases were made in two years and a regional program was expanded into a national market transformation platform. CEE recently engaged in a similar opportunity.

New Opportunities

In December 2021, NYPA and the New York State Energy Research and Development Authority (NYSERDA) launched the Clean Heat for All Challenge, a market competition for manufacturers to design and develop an efficient, packaged, window-installed heat pump to serve individual room space conditioning needs in NYCHA buildings. The competition is intended to support New York’s decarbonization goals and help facilitate the transition away from fossil fuel-based heating, while enabling the development of a new product category suited to existing multifamily customers.

In July 2022, NYPA awarded two manufacturers with seven-year contracts to produce 30,000 window heat pump units. Midea, a market leader in efficient room air conditioning, was awarded a contract to manufacture 20,000 units. Gradient, a San Francisco-based startup, was awarded a contract to manufacture 10,000 units. The proposed units, currently in development, will be saddle-style window-mounted heat pumps capable of 9,000 BTU heating and cooling performance and operation down to -13°F without the use of electric resistance heating. Additional product features as specified in the NYPA solicitation include compatibility with a standard 120VAC/15A outlet, use of low global warming potential refrigerant, a self-contained condensate management system, and smart controls with BACnet compatibility. 36 demonstration units from each manufacturer will be installed and tested over the course of the 2023/2024 heating and cooling season. Assuming a successful demonstration and evaluation phase, NYCHA plans to deploy the new units across more than 50,000 apartments in the coming decade and estimates a need for approximately 156,000 units to be installed over the next five to ten years in their efforts to meet New York City and state mandated emissions reduction targets. The two manufacturers are working expeditiously to deliver the initial test units while accelerating a path to product availability across the United States and Canada in the longer term.

Expanding BiNationally

CEE was approached at the outset of the New York Clean Heat for All Challenge to engage manufacturers and encourage broad industry involvement in the competition. To motivate participation and help achieve economies of scale, the NYPA solicitation includes a price match component, providing opportunity for other housing agencies to purchase the resulting units at a consistent volume rate. Multiple large social housing authorities across the United States have already signed “expression of interest” letters, and work is underway with many others in the U.S. and Canada. Recognizing the potential to enable scaled promotion and adoption of this new-to-market technology through the membership, CEE launched the Super-Efficient Room Conditioner Initiative in February 2022. The Initiative seeks to demonstrate the North American market viability of this new product category and ultimately support the development and availability of efficient heat transfer technology for multifamily buildings that do not require invasive retrofits or the involvement of multiple trades. CEE member program administrators are under growing pressure to provide options for customers who have been underserved by traditional program offerings and existing technologies. Additionally, as states and localities adopt greenhouse gas emissions reduction targets to address the climate crisis, across the CEE membership there is enhanced focus on emerging opportunities to control and modulate loads to assist in making effective use of future utility system infrastructure investments. While there have been significant efficiency advancements in space heating and cooling technologies in recent years, challenges such as high installation costs, invasive construction work, space requirements, and serviceability, particularly in multifamily applications remain. As part of a longer-term strategy, the CEE Super-Efficient Room Conditioner Initiative aims to overcome these barriers by facilitating member efforts to encourage the availability, promotion, and provision of attractively priced, easily installed, efficient room heating and cooling units. This includes efforts related to test procedure development, supporting an ENERGY STAR label for these products, and developing a tiered CEE specification.

CEE member participation in the new Initiative already reflects high levels of North American interest and investment. DTE Energy and IESO have initial plans to purchase demonstration units from Gradient and Midea to test in their service territories, while some members have begun testing similar units already available locally in their markets. For example, BC Hydro is in the initial stages of trialing the Innova 2.0 Mini, a through-the-wall heat pump intended for existing construction applications, at the Okanagan Men’s Centre, a non-profit housing association in British Columbia. They have installed Measurement &Verification pre-measure devices to collect data and form a baseline, and are hoping to have the unit installed in one of the rooms by late summer 2023. Several members are also conducting market research on these new products to evaluate customer perceptions and experiences with in-unit heat pump technology, as well as availability, costs, and energy impacts. CEE will also centralize research, pilot, and program efforts under way, and serve as a forum for members to report challenges and successes as they arise. CEE is engaging other manufacturers working on this new category to get a sense of their product development plans, time to market, and the broad market potential. CEE is working closely with Midea, Gradient, and other invested manufacturers to assess the potential development of product versions that are best suited to a variety of different potential applications.

For more information, contact Erik March.



Expansion of the CEE Integrated Home

The sector-encompassing CEE Integrated Home Initiative, launched in 2021], establishes a suite of binational product specifications across categories that define the embedded capabilities and connectivity features of residential products that members have deemed necessary to achieve a grid-interactive, interoperable, and demand flexible home. As members’ program portfolios and objectives evolve in response to the increased penetration of distributed energy resources, regulatory and policy drivers related to decarbonization, and rapid technology changes, program administrators envision Version 2.0 of the Initiative to address expanded opportunities for energy efficiency, load management, and greenhouse gas reduction.

CEE began deliberation around considered expansion of the Integrated Home Initiative to address strategic load management opportunities, such as electric vehicles and supply equipment, home energy management systems (HEMS), and battery storage. For 2023, CEE will be actively considering refinements to the Integrated Home Minimum Requirements and product-specific connected specifications to help program administrators achieve future load flexibility goals.

The third annual cycle of the Integrated Home Competition was launched, which seeks efficient, interoperable, and demand flexible products across a wide range of categories in support of the CEE Integrated Home vision. CEE introduced HEMS as a formal Competition entry category in 2023; this category is intended to be broad and capture a variety of product types, including smart breaker and electric panel equipment, as well as other devices with whole home energy management capabilities. CEE staff attended various industry events throughout the year to endorse 2022 winners and recruit entrants for the 2023 Competition cycle.

Revised CEE Residential HVAC and Water Heating Initiatives Published

The CEE Residential Heating and Cooling Systems Initiative was revised along with the associated Electric Equipment Specifications for central air conditioners (CACs) and air-source heat pumps (ASHPs) in response to new federal minimum standards and associated test procedures. The revised specifications reflect changes to the M1 Appendix metrics (SEER2, EER2, and HSPF2), which are designed to represent improvements that more accurately reflect field conditions compared to the previous M Appendix. The updated Initiative also includes a COP at 5°F ≥ 1.75 requirement for all products in the North and Canada region, with the provision that, for the duration of the 2023 calendar year, COP at 5°F ≥ 1.75 may be met using the Appendix M1 test method or via a DOE sanctioned calculation methodology based on COP at 17°F and COP at 47°F.

In January 2023, the revised CEE Residential Water Heating Initiative and associated specification criteria went into effect. The scope of approved changes includes increased performance requirements for electric heat pump water heaters (HPWHs) (including a connectivity and automated load management requirement for the Advanced Tier), new categories for split-system HPWHs and 120V electric HPWHs, a new Advanced Tier for gasfired storage water heaters, increased performance requirements for gas-fired tankless water heaters, and expansion of the optional connected specification scope to gas-fired water heaters. Members are in ongoing discussion regarding how CEE can support efforts to encourage program participation and drive uptake of high-efficiency water heater sales through binational coordination.

CEE Qualified Product Directory Update

With the passage of the Inflation Reduction Act of 2022 (IRA), CEE tiers were given tremendous standing by being named in the 25C Section as the basis for federal tax credits across several product categories through 2032. During the first several months of 2023, CEE staff worked closely with both the Air-Conditioning, Heating, and Refrigeration Institute (AHRI) and US Department of Energy (DOE) to establish a temporary list of regularly updated spreadsheets that represent residential products meeting CEE’s highest non-Advanced Tier, which was launched earlier this year.

The CEE Directory, which has served for over a decade as a public-facing resource for contractors, consumers, and program administrators to identify efficiency performance information for residential and commercial central air conditioners (CACs), air source heat pumps (ASHPs), furnaces, boilers, and water heaters, is now live and available for public access. The Directory includes lists compiled by the US DOE that identify product models that meet the criteria for CEE’s highest non-Advanced Tier as specified within Section 25C of the 2022 IRA. CEE has been working in collaboration with the US DOE, AHRI, and individual manufacturers to create a validated means to represent those models that are likely (pending IRS guidance) to meet the IRA criteria for 25C tax credit. The list is being actively monitored and updated every two weeks by DOE. The page will be updated accordingly as additional information is provided by the US Treasury regarding 25C tax credits. AHRI is continuing to support CEE’s full searchable Directory to reflect the transition to the M1 Appendix and the revised Initiatives for HVAC and water heating.

ASHP QI Sponsored Project to Ensure Efficient In-Field Equipment Performance

In early 2023, CEE published deliverables of the CEE ASHP Education and Awareness Building Strategies Sponsored Project, intended for members to deploy locally to address challenges with proper design, sizing, installation, and maintenance of ASHPs. These resources are based on primary and secondary research as well as input from the Advisory Committee; Phase I outputs include:

  • CEE Resources Inventory
  • CEE Resource Review
  • CEE Voice of the Experts Book
  • Draft Decision Tree
  • CEE Needs Assessments Report

Phase II of the ASHP Sponsored Project, which entails the creation of guides, trainings, and peer-to-peer learning focused on program administrators and other organizations well positioned to influence contractors and technicians, began earlier this year. Forthcoming deliverables include:

  • Duct Retrofit Decision Guide
  • System Design with Existing Heating Guide
  • Weatherization Guide
  • “You Installed a Heat Pump, What Now?” Guide
  • Heat Pump Design Decision Matrix and System Design Guide
  • Integrated Controls Guide

For additional information, contact Emma Hanson.


Commercial and Industrial

The Next Phase of Strategic Energy Management

The CEE SEM Initiative launched in 2014 to help support the broader adoption of programs by defining what SEM is from an energy efficiency program perspective and providing program examples that follow a shared set of elements, demonstrating consistent outcomes based on supporting those program elements. In 2021 the Committee collected information about the different approaches SEM programs take to support customers addressing the CEE Minimum Elements as means to practicing SEM. Based on the information shared and discussions by the Committee and with Industry Partners, in 2022, the Committee delved into the details where a variety of support approaches seemed to indicate an opportunity to clarify intent. The Committee discussed Energy Management Assessments, Energy Maps, Metrics and Goals, and Measurement, Data Collection, and Analysis. Following the call series, the Committee documented the discussions and outcomes along with recommendations for possible additional actions. These opportunities and possible program actions were further discussed with SEM implementers and other market actors at the 2022 CEE Industry Partners Meeting. Through the call series and resulting industry engagement, the Committee was able to successfully ensure consistent understanding of the CEE SEM Minimum Elements by those who reference them. Further, the discussions set up the Committee for a full Initiative review 2023 to confirm the consortium’s SEM goals align with current program needs, and the promoted strategies support those objectives. Specifically, the Committee anticipates enhancing the CEE SEM strategy to identify and demonstrate successful outcomes of SEM as a framework for achieving decarbonization in addition to energy savings.

Expanding Commercial Water Heating Market Transformation Strategies: Heat Pump Solutions Emerge

CEE established a bi-national Natural Gas Commercial Water Initiative in 2012 to increase demand for more efficient products. The market has developed significantly since then, including the development of high-performance electric and gas heat pump water heaters. While still nascent in the market, these products are an exciting opportunity to help meet members’ decarbonization goals and provide customers with centralized commercial water heating solutions. The CEE Commercial Water Heating Committee is finalizing updates to the program and equipment performance specifications to present to the Board of Directors in 2023 which will include equipment specifications for gas and electric water heaters with corresponding strategies for addressing proper sizing and system design. CEE staff are also participating in the ANSI-AHRI 1530 Standards Working Group that is developing a test standard for load shifting commercial water heaters that will likely provide a basis for CEE members to promote demand flexible water heating systems. CEE is also working closely with US DOE and EPA ENERGY STAR to establish system level efficiency test methods that will ensure efficient in-field performance.

Continued Opportunities in Commercial Air Conditioning and Heat Pumps

The CEE High Efficiency Commercial Air Conditioning and Heat Pumps (HECAC) Initiative aims to increase the availability of high efficiency commercial unitary and variable refrigerant flow (VRF) AC and HP equipment across the US and Canadian markets. In response to the increasing baselines and other market developments the Committee worked on revising the Initiative to support program administrators’ need to maximize energy savings, streamline selection of highly efficient commercial AC and HP equipment, and support continued investment in efficiency improvements by manufacturers. In 2022, the Committee developed a draft multitier specification intended to continue identifying unitary equipment that saves energy compared to changing energy efficiency program baselines, account for climate variability and member programs different objectives and drivers, better reflect the market opportunity to differentiate top performing VRF systems and recognize manufacturers for meeting higher levels of performance. The Committee also tackled the importance of load flexibility by supporting the creation of an ANSI standard for DR-enabled rooftop units, and assessing the applicability of the Residential CEE Energy Management Capabilities and Demand Response Criteria for Variable Capacity HVAC Systems as Connected Criteria for commercial equipment less than 65,000 Btu/h. The Committee supported gas heating efficiency by leveraging a new “whole box” efficiency metric in the recently published third edition of the Canadian Standard Association (CSA) P.8 Standard.

Updated Program Guide Keeps Commercial Kitchens Initiative Cooking

CEE published an updated Commercial Ice Machines Program Guide to support adoption of the revised CEE Commercial Ice Machines Specification. The updated Guide includes program design considerations, data on product availability, estimated energy saving, and market considerations specific to market segments that are significant purchasers of commercial ice machines including food service and sales, healthcare, hospitality, and education.

For more information, Contact Ryan Hamilton.


Natural Gas

Advancing Available and Market-Ready Solutions to Save Energy and Reduce Emissions

CEE continues to develop and maintain specifications that define highly efficient equipment for residential forced hot air, residential boilers (hydronic) space heating, and gas-fired water heaters. CEE also engages leading manufacturers, trade allies, and implementers to discuss coordinated approaches to support the adoption of gas-powered heat pumps for space heating/cooling and heat pump water heaters for commercial applications, particularly for space heating applications. There is an opportunity to standardize system designs or packaging for individual applications to reduce installation time, cost, and efficacy. The CEE Commercial Boiler Systems Committee anticipates an approach for incorporating gas heat pumps into revisions for the CEE Commercial Boiler System Initiative, likely as part of a system or tandem approach with a boiler.

CEE works across residential and commercial space and water initiatives to incorporate tiers that endorse gas heat pump technologies. A table summarizing the status of these designations is below.

CEE Initiative Product Category Specification Status
Residential Space Heating and Cooling Systems Forced Hot Air <225,000 BTU/h Advanced Tier: ≥ 120% AFUE; reporting metrics Published January 2021
Boilers (Hydronic) <300,000 BTU/h Advanced Tier: ≥ 120% AFUE; Thermal Load Management; reporting metrics
Residential Water Heating Res and Res-Duty Commercial Storage Water Heaters Advanced Tier: ≥ 1.00 UEF Published January 2023
Commercial Water Heating Commercial Storage Water Heaters Advanced Tier: COP ≥ 1.0 DRAFT
Commercial Boilers Likely a tandem design with a boiler Tier TBD: Condensing boiler with gas heat pump In development

As a part of supporting these solutions, CEE engaged with the American Gas Association (AGA) to ensure a clear understanding of CEE Initiatives, specifications, and tiers as they work to support the gas industry application of the Inflation Reduction Act and Bi-partisan Infrastructure Legislation. CEE Committees are also considering how these significant federal rebates and tax credits impact market strategies and shared objectives while maintaining CEE’s role of defining, promoting, and maintaining realistic, technology-agnostic market transformation Initiatives on behalf of members.

For more information, contact Walker Larsen.


Evaluation & Research

Sharing Data on Non-energy Impacts

Program administrators are increasingly mindful of the need for equitable delivery of program offerings. Many underserved customer groups use little energy and face greater barriers to energy upgrades, making it difficult for members to achieve significant energy savings or cost effectiveness from these programs. Conversely, some segments of “underserved” have relatively high energy burden and could be beneficiaries of energy efficiency programs should the ability to identify those users exist, and we have a compelling, comprehensive narrative that will compel participation. Non-energy impacts (NEIs) have experienced a renaissance in recent years as program administrators seek to measure progress towards new goals and a better understanding of the true value of their programs in the market. To the extent cost-effectiveness tests include NEIs, accurately quantifying the nonenergy benefits of programs will also enhance portfolio performance. (for more information, see article about the Center for Equity and Energy Behavior).

Tackling Changing Program Administrator Goals

Energy efficiency has historically been deemed the least-cost resource, with energy savings often measured independent of time, essentially treating aggregate impacts as baseload. At times, either as a complement or alternative to energy savings, some states and provinces also sought to understand, and even target peak demand reduction as measured in kW savings within their portfolios. As investment of ratepayer funds sored, the goal of these programs was to deliver the most energy or demand savings in the most cost-effective manner using a variety of cost-effectiveness tests. However, with a broader multitude of values that members are managing to, and the range of cost effectiveness tests applied, the CEE Evaluation Committee works to support these goals by identifying credible impact assessment strategies. The Committee continued the investigation into both what metrics to measure and how to measure them in order to capture grid benefits associated with distributed energy resources, storage, and related technologies as well as time and locational value of energy saved.

Continued Research that Demonstrates Impact Over Time

CEE staff analyzed data reflecting more than 300 program administrators to successfully compile the CEE 2021 Annual Industry Report, creating a consistent and accurate picture of program expenditures, budgets, and savings across 50 states, the District of Columbia, and nine Canadian provinces. This is the sixteenth consecutive CEE annual report offering members and industry a credible resource demonstrating the annual size and impact of the DSM industry, as well as historical growths and trends. CEE staff collaborated with the American Gas Association and Efficiency Canada on this report.

CEE published several program summaries, revealing program landscape insights using data gathered from current CEE member programs across the United States and Canada. The resources provide a tool for tracking Initiative participation, reflecting market impact, and helping inform future direction of Committee work.

CEE staff also sponsored the 19th annual ENERGY STAR Household Awareness Survey with the US Environmental Protection Agency. CEE surveys households annually to track the value accruing to the ENERGY STAR® label and demonstrate the success of local promotion of the ENERGY STAR brand. Resulting insight and trendlines are critical to maintaining federal government and state regulatory support for the label, and in turn continuing to make the label available as a tool benefiting efficiency programs.

For more information, contact Hale Forster.


Emerging Technologies

Comprehensive Catalog of Emerging Opportunities for Program Consideration

The Catalog of Emerging Opportunity Assessments provides a detailed overview of active CEE member pilot and project assessments on emerging technologies and innovative programs. The 2022 Catalog highlights eighty-eight new assessments conducted by 16 CEE member organizations bringing the cumulative database to include 1,621 member assessments.

The CEE Emerging Technologies Collaborative (ETC) selection and narrowing process occurs each year and consists of three discrete phases: nominating emerging opportunities considered to be timely and relevant, narrowing these to eight to 12 for preliminary research and discussion, and further narrowing two to four for additional exploration.

The ETC nominates emerging opportunities each year using a vetted scoring process to assess the impacts and feasibility of each opportunity, as well as each member’s level of interest. The nine selected in 2021 include:

  • Automated Demand Response
  • Bidirectional Electric Vehicle Charging
  • Incorporating Building Codes and Standards Into Programs
  • Commercial Dual Fuel Rooftop Units (RTUs)
  • Community Ground Source/Geothermal Heat Pumps
  • Emerging Aspects of Cold Climate Heat Pumps
  • Heat Pumps That Reuse Hot Water Distribution Systems
  • Opportunities to Combine Heat Pumps and Energy Recovery Ventilation (ERV)/Heat Recovery Ventilation (HRV)
  • Split Incentives for Multioccupancy Buildings

The ETC Advisory Committee ranked the nine mentioned above, with the ultimate goal of determining which opportunities the group has the most interest in conducting extended research over the course of 2022 (and possibly beyond). The following three opportunities were chosen:

  • Grid-Interactive Nonresidential Building Controls
  • Nonresidential Central Heat Pump Water Heating Applications
  • Artificial Intelligence and Machine Learning for Nonresidential Whole Building Energy Management

Committee Roundtables Provide Additional Research Dimension

Spotlight roundtables provide a dedicated forum for ETC Committee members to present on pilots or other research efforts currently being conducted within their organizations that might be of interest to other members. This work may be relevant to the EOs selected for preliminary or extended ETC research for that year, or it may serve to provide an additional dimension for committee members to consider—either in their own internal research or for future collective exploration by the Collaborative. ETC Committee members provided information about their own completed, active, and developing assessments via two spotlight roundtable discussions on the following topics:

  • Energy Storage Solutions
  • Electric Homes for New Construction
  • Windows Research
  • Stretch Energy Codes and Building Performance Standards
  • All-electric Kitchens
  • Technology and Automation in Demand Response Pilots
  • Dynamic Rate Pilot
  • Advanced Energy Communities Project Overview

For more information, contact Adam Cornelius.


2021 Financials (Audited)

Statement of Financial Position


Cash and investments $2,796
Government grants and memberships receivable $826
Fixed assets, net of depreciation $168
Other assets $111
Total assets $3,901

Liabilities and net assets

Current liabilities $707
Long-term liabilities $8
Unrestricted net assets $2,302
Temporarily restricted net assets $884
Total liabilities and net assets $3,901

Statement of Activities

Revenue and support from operations

Membership dues and government grants $2,680
Net assets released from restrictions $814
Other income $182
Total revenue and support from operations $3,676

Operating expense

Program $2,032
Administration $1,002
Total operating expenses $3,034

Nonoperating activities

Increase (decrease) in net assets from operations $642
Unrealized gain on investments $14
Total increase (decrease) in net assets $656
Net assets, beginning of year $2,530
Net assets, end of year $3,186

The Consortium for Energy Efficiency is a group of North American utility energy efficiency program administrators. For more than 30 years, Consortium members have developed cutting-edge strategies to accelerate the commercialization of energy efficient solutions to benefit gas and electric customers, utility systems, and the environment. In this work, CEE has successfully engaged with leading manufacturers, trade associations and other market stakeholders to develop win/win solutions that benefit all. Consortium work is guided by Initiatives that members voluntarily implement.