2015 Annual Report

The Trusted Source on Energy Efficiency

Largest-Ever Midwest Energy Solutions ConferenceWith more than 650 energy professionals in attendance, the 2016 Midwest Energy Solutions Conference (MES) was our largest event to date. The three-day conference emphasized new approaches and innovative collaborations to achieve energy savings.

In its 14th year, the 2016 conference offered an expanded lineup of sessions, a new demo stage in the Expo Hall and panelists and insights from across the globe.

Thanks to the support of our sponsors, exhibitors, speakers and attendees, MES continues to be an unparalleled networking opportunity and the premier energy efficiency event in the region.

2015 Midwest Energy Data and Building Codes Conference MEEA’s 6th Annual Midwest Energy Data and Building Codes Conference convened in Minneapolis in November 2015. The three-day event allowed experts to share best practices in benchmarking, codes adoption and compliance. The energy data sessions nearly doubled in attendance from 2014, reflecting the industry’s growing investment in building performance.

Annual Meeting of the MembershipThe 2015 MEEA Annual Meeting emphasized the culture of innovation sweeping the industry, from new products and services to creative funding models. MEEA members gathered in Minneapolis in June 2015 to strengthen relationships, discuss industry trends and elect the new MEEA Board of Directors. Members also spent time talking about the future and how we can work together to ensure that investment and support for energy efficiency continue to grow.

MEEA Events & Awards

12th Annual Inspiring Efficiency Awards Each year, MEEA recognizes the best and brightest, the most creative and most impactful programs and people in the Midwest energy efficiency community. This year’s applicant pool was our strongest yet.

The 2016 Inspiring Efficiency Award winners are:

Education AwardAlliant Energy: Alliant Energy Advisor Columbia Water & Light Marketing Contest

Impact AwardComEd: Small Business Energy Savings ProgramMidAmerican Energy: Industrial Partners Program

Innovation AwardAEP Ohio: Bid4Efficiency

Leadership AwardRick Sites, Ohio Hospital Association

Marketing AwardConsumers Energy: Smart Energy Challenge

Chairman’s AwardRandy Gunn, Navigant Consulting

1

The Midwest is one of the strongest regions for energy efficiency in the country with an annual investment of more than $1.8 billion in 13 states in 2015. That strength reflects tremendous growth since MEEA was established in 2000 to promote and support energy efficiency in the Midwest. At that time, regional investment just barely exceeded $150 million and was focused in only 3 states.

MEEA has grown with the region’s energy efficiency progress and it’s time to look ahead to the next 15 years. We’ve spent the last year reviewing and refreshing MEEA’s mission and vision, updating the strategic plan through 2020 and creating a new look. MEEA continues to be the trusted source on energy efficiency.

In 2015, we hosted our largest Midwest Energy Solutions Conference ever, while growing our membership to more than 160 organizations. We adjusted our program offerings to better serve our members, partners and communities with a more narrow focus on: training and education, collaboratives and market transformation. We continued to expand our policy role and educate key decision-makers on the energy efficiency policies that have the greatest positive impact.

We take this opportunity to celebrate 2015’s achievements and look with optimism at the future growth and success of our regional energy efficiency community. With your support, we will continue to advance energy efficiency in the Midwest for sustainable economic development and environmental stewardship.

15 Years of Robust Energy Efficiency Investment

Jeanine PenticoffMEEA Board Chair

Stacey Paradis Executive Director

thirteen states

245 EVENTS HELD

44,260 HOURS OF TRAINING

13 1,758,298THERMSSAVED

SAVED

+

Energy Star Partner of the Year

2

IN 2015, MEEA:

Advocating to Legislators• Met with nearly 20 legislators in Lansing, MI to

promote the benefits and impact of Michigan’s Energy Optimization Standard.

• Submitted testimony to Michigan House and Senate committees highlighting the value of the existing Energy Optimization Standard and advocating for a combined Energy Optimization Standard and integrated resource planning process.

• Met individually with members of the Ohio Energy Mandates Study Committee to provide a regional perspective on energy efficiency and promote the economic impact of energy efficiency policies, including corresponding job growth.

• Hosted a legislative breakfast in Illinois to showcase individual company case studies to demonstrate economic benefits of the state’s energy efficiency policies.

Promoting Energy Efficiency• Submitted multiple sets of comments to the

U.S. Environmental Protection Agency on the importance and potential impact of allowing energy efficiency as a compliance option under the proposed Clean Power Plan and for the Clean Energy Incentive Program.

• Kicked off a two-year, stakeholder-driven project with the Kentucky Department for Energy Development and Independence (DEDI) to identify better ways to track and report efficiency investments and savings. In October 2015, MEEA and DEDI released the report, “Considerations for a Statewide Evaluation, Measurement, and Verification Framework for Energy Efficiency in Kentucky.”

• Educated regional, state and local advocacy groups, including state chapters of the U.S. Green Building Council, the Midwest Energy

Resource Center, the Illinois Stakeholder Advisory Group and RE-AMP on energy efficiency policies and their associated benefits.

Supporting Efficiency Through Building Codes and Energy DataMEEA’s expertise with building energy code adoption, statewide code compliance studies, code collaboratives and benchmarking policies positively influenced building efficiency throughout the Midwest• Provided testimony and supported adoption of

residential and/or commercial building energy codes in Minnesota, Wisconsin, Illinois and Michigan.

• Facilitated two statewide energy code collaboratives in Nebraska and Minnesota, creating a forum for stakeholders to develop new opportunities and programs for code training and compliance and other ways to support increased energy savings.

• Managed a U.S. Department of Energy grant to complete a residential code compliance study in Kentucky, which led to the discovery of key areas of improvement for future training initiatives.

• Assisted the City of Evanston, IL in developing a benchmarking ordinance and provided critical assistance to stakeholders in Kansas City, MO and Madison, WI for the passage and implementation of a benchmarking ordinance.

• Facilitated, with the U.S. Green Building Council, the “CHA Energy Data Jam,” a training workshop where certified energy data professionals assisted the Chicago Housing Authority (CHA) as it benchmarked its buildings to comply with the City of Chicago Benchmarking Ordinance.

Policy Highlights

As the Midwest’s principal proponent, information source and networking forum for energy efficiency policy, MEEA educates and advises a diverse set of stakeholders on new and meaningful ways to pursue an achievable and cost-effective energy-efficient agenda. In 2015, MEEA focused on demonstrating the positive economic benefits of existing energy efficiency policies across the region.

3

Program Highlights

TRAINING & EDUCATIONMEEA teaches, trains and certifies people in energy efficiency best practices throughout the Midwest.

Building Operator Certification® Program The Building Operator Certification® (BOC) program provides training in low- and no-cost measures that improve Midwestern facilities’ energy performance. In 2015, BOC: • Certified more than 525 building operators

through 34 series in 10 states. • Expanded into Indiana. • Piloted a series focused on multifamily building

operators.

HVAC System Adjustment and Verified Efficiency (SAVE)HVAC SAVE is a training and certification program that equips contractors with the skills to verify HVAC equipment and system efficiency. In 2015, HVAC SAVE:• Certified more than 250 contractors through

18 trainings.• Recertified more than 300 contractors.• Performed more than 39,000 HVAC SAVE

Quality Installations.

Industrial Energy Managers TrainingMEEA hosted an intensive Certified Practitioner in Energy Management Systems training, which gives energy professionals the skills they need to lead industrial organizations through the development and maintenance of energy management systems.

Lights for Learning Lights for Learning® (L4L) provides free hands-on presentations for K-12 students.

2015 achievements include:• Reaching more than 8,000 students through

152 presentations.• Raising more than $4,000 for Illinois schools

through 12 youth fundraisers.• Generating more than 85,000 gross annual

kWh in energy savings.

Street Lighting Technical AssistanceThrough the U.S. Department of Energy, MEEA offers Midwest municipalities information, resources, technical assistance and expertise from national experts to encourage conversion to LED street lighting. In 2015, MEEA assisted many municipalities, including the City of Chicago, and developed an LED street lighting tool kit, fact sheet and implementation model.

COLLABORATIVESMEEA is a respected convener of industry, government and technology leaders in energy efficiency practices and innovations.

Midwest LUMENThe Lighting Utility Midwest Exchange Network (Midwest LUMEN) brings together utility program professionals to share best practices and resources related to advanced lighting technologies, processes and programs. In 2015, Midwest utility representatives met three times, participated in four technical webinars and hosted a networking reception.

Midwest Home PerformanceThe Midwest Home Performance Collaborative fosters engagement and knowledge-sharing among professionals who run home performance programs. In 2015, the Midwest Home Performance Collaborative convened two in-person networking events and facilitated webinars on contractor engagement and policymaking.

MARKET TRANSFORMATIONPart of MEEA’s vision is to foster and promote technologies, products and best practices to help raise and sustain the level of energy efficiency in the Midwest.Continued on page 5

4

Board Officers

Chair Jeanine Penticoff Alliant Energy

Vice-Chair Adam Cooper Institute for Electric Innovation (IEI) Treasurer Jon Williams AEP Ohio

Secretary Llona Weiss Missouri Department of Economic Development, Division of Energy

Governance Chair Rick MorganMorgan Marketing Partners

Policy Chair John NicolLeidos

Program Chair Paul SchuellerFranklin Energy Services, LLC

Membership Committee Chair Sam MuellerNexant, Inc.

Board Members

Dr. Ralph T. Muehleisen,Argonne National Laboratory

Nick Mark CenterPoint Energy

Judd MoritzCLEAResult

Michael BrandtComEd

Scott DrakeEast Kentucky Power Cooperative

Cliff Haefke Energy Resources Center at the University of Illinois Chicago

Wendy JaehnICF International

Marion Lunn Illinois Department of Commerce & Economic Opportunity

Valerie Brader Michigan Agency for Energy

Art ThayerMichigan Electric Cooperative Association

Kevin DeMaster Mitsubishi Electric Cooling and Heating

Jim Jerozal Nicor Gas

Pat Michalkiewicz Peoples Gas and North Shore Gas

Mary Woolsey Schlaefer Wisconsin Energy Conservation Corporation (WECC)

Cogged v-belt PilotIn 2015, MEEA, in collaboration with AEP Ohio, Dayton Power & Light, Argonne National Laboratory and other partners, coordinated the successful design and execution of a novel upstream incentive pilot in Ohio focused on cogged v-belts. MEEA guided the process from initial concept, to recruiting distributors, to designing incentives and to collecting and analyzing data.

Building America ResearchMEEA, alongside the Gas Technology Institute and the University of Illinois, received a research grant through the U.S. Department of Energy to investigate a whole-house approach to improving indoor air quality during residential retrofits.

Data CentersIn 2015, the MEEA Data Center pilot provided in-depth energy analysis, pinpointing cost-effective measures and IT Infrastructure improvements at Argonne National Lab, Arlington Heights School District 25 and City of Chicago Public Safety Headquarters.

Savings Through Efficient Products (STEP) STEP breaks down the barriers that prevent public facilities from investing in energy improvements. The program, administered by MEEA, offers easy entry to Illinois Energy Now programs. In 2015, STEP’s 186 walkthroughs in Illinois resulted in installation of 8,777 products, delivering an estimated annual savings of 4,997,683 kWh and 157,822 therms.

MEEA 2015-16 Board of Directors

Continued from page 4

5

2015 2014Support and Revenue Program $4,838,959 $4,756,029 Policy 1,255,665 512,242 Conference and Workshop Income 612,689 499,889 Membership 631,969 646,949 Other 22,275 16,328

Total Support $7,361,557 $6,431,437 Expenses Program and Policy $6,170,264 $5,725,029 Management and General 511,982 407,798 Fundraising 10,767 4,686 Total Expenses $6,693,013 $6,137,513 Change in Net Assets $668,544 $293,924 Net Assets - Beginning of Year 2,238,974 1,945,050 Net Assets - End of Year 2,907,518 2,238,974 Gross Revenue/Funding Diversity Program 66% 63%Policy 17% 11%Conference and Workshop Income 8% 11%Membership 9% 15%

2015 2014 Assets Current assetsCash and Cash Equivalents $1,521,751 $1,166,575 Cash and Cash Equivalents- Operating Reserve $775,000 $660,000 Certificate of Deposits $672,930 $222,383 Accounts Receivable 1,315,311 1,256,466 Prepaid Expenses 43,168 31,389

Total Current Assets $4,328,160 $3,336,813

Other Assets Equipment and Furniture - Net 439,198 472,367 Total Other Assets $439,198 $472,367

Total Assets $4,767,358 $3,809,180 Liabilities and Fund Balance Current LiabilitiesAccounts Payable $835,426 $468,172 Grants/Dues Received in Advance 82,704 115,204 Accrued Expenses 285,743 230,244 Deferred Membership Dues 55,717 79,000 Other Current Liabilities 83,121 77,336

Total Current Liabilities $1,342,711 $969,956 Deferred Rent Payable 517,129 600,250 Total Liabilities $1,859,840 $1,570,206 Net Assets Unrestricted $2,609,231 $2,203,207 Temporarily Restricted 298,287 35,767

Total Net Assets $2,907,518 $2,238,974 Total Liabilities and Net Assets $4,767,358 $3,809,180

Financial Overview Midwest Energy Efficiency Alliance Statement of Activities

for the Years Ended June 30, 2014 and June 30, 2015

66%17%

8%

9%

63%

11%

11%

15%

66%17%

8%

9%

63%

11%

11%

15%

2015 2014

n Program n Policy

n Conference/Workshop n Membership

6

Membership

Printed with soy inks on paper

that is 100% recycled and

manufactured using 100%

hydropower in Michigan.

A-TEC Energy

Aclara

ADM Energy

Agentis Energy

Alliance for Industrial Efficiency

Alliance to Save Energy

Alliant Energy

Ameren Illinois

American Council for an Energy- Efficient Economy

AEP Ohio

Applied Energy Group, Inc.

ARCA, Inc.

Argonne National Laboratory

Association for Energy Affordability

Association of Illinois Electric Cooperatives

Blackhawk Engagement Solutions

Blackstone Group

Buckeye Power

Cadmus Group

CB&I

Cedar Falls Utilities

Center for Energy and Environment

CenterPoint Energy

Chicago Regional Council of Carpenters

Citizens Energy Group

Citizens Utility Board

City of Chicago

City of Cleveland

City of Columbus

City Utilities of Springfield, MO

City Water, Light & Power – Springfield, IL

CLEAResult

The Climate Registry

Columbia Gas of Ohio

Columbia Water and Light

ComEd

Consumers Energy

D&R International, Ltd.

Dayton Power & Light Co.

Digital Lumens

DNV GL

DTE Energy

Duke Energy

E Source

East Kentucky Power Cooperative

Eaton’s Cooper Lighting

Ecobee

Ecotagious, Inc.

Ecova

Edison Foundation Institute for Electric Innovation

EMI Consulting

Embertec USA, LLC

Energy Education Council

Energy Federation, Inc.

Energy Insight, Inc.

Energy Masters Commercial

Energy Resources Center at UIC

Energy Stewards International

EnergySavvy

EnerNOC

Eutectics

FirstFuel Software

Franklin Energy Services, LLC

Fujitsu General America, Inc.

Future Energy Enterprises, LLC

GDS Associates

GE Lighting

Geothermal Alliance of Illinois

Geothermal Exchange Organization

GoodCents

Green Energy Improvement

Green Home Experts

Harcourt Brown & Carey

Home Performance Coalition

Honeywell

Hoosier Energy

ICF International

Illinois Department of Commerce and Economic Opportunity

Illinois Public Housing Efficient Living Program - UIUC

Illume Advising

Indiana Office of Energy Development

Indiana-Michigan Power

Indianapolis Power & Light Company

Innovative Technology Advisors

Inova Energy Group, LLC

Iowa Economic Development Authority

Iowa Energy Center

Itron, Inc.

KCP&L

Kentucky Department for Energy Development and Independence

Kilowatt Financial

Lansing Board of Water and Light

Leidos

Lime Energy

Lockheed Martin

Louisville Gas and Electric Company and Kentucky Utilities

Metropolitan Energy Center

Michaels Energy

Michigan Agency for Energy

Michigan Electric Cooperative Association

MidAmerican Energy Company

Mid-West Energy Research Consortium

Minnesota Department of Commerce

Minnesota Energy Resources

Minnesota Power

Missouri Botanical Garden’s EarthWays Center

Missouri Department of Economic Development

Missouri Energy Initiative

Mitsubishi Electric Cooling and Heating Systems

Morgan Marketing Partners

National Energy Foundation

Navigant Consulting

Nebraska Energy Office

Nest

Nexant, Inc.

Nicor Gas

North Shore Gas

NTC

Office of the Ohio Consumers’ Counsel

Ohio Development Services Agency Office of Energy

Opinion Dynamics

Opower

Peoples Gas

Performance Services

Philips Lighting

PLMA (Peak Load Management Alliance)

Primera Engineers

Putnam Price Group, Inc.

Residential Science Resources

Resource Action Programs

Resource Innovations

Retroficiency

Schneider Electric

SEEL, LLC

SEMCO Energy Gas Company

Seventhwave

Shelton Solutions, Inc.

SmartWatt Energy

South Dakota Bureau of Administration, Energy Management Office

Southern Minnesota Municipal Power Agency

Staples Energy

SYLVANIA, Inc.

Technical Consumer Products, Inc.

Tendril, Inc.

Tetra Tech

TopBuild

TrickleStar

TSI Energy Solutions

Utilivate Technologies, LLC

Vermont Energy Investment Corporation (VEIC)

View Dynamic Glass

Wabash Valley Power Association

WaterFurnace International

WeatherBug Home

The Weidt Group

West Monroe Partners

Willdan Energy Solutions

Wisconsin Energy Conservation Corporation (WECC)

Wisconsin State Energy Office

Xcel Energy

As of 5/1/2016