ENERGY STAR Smart Home Energy Management Systems Template

Service Method: Submit_Smart_Home_Energy_Management_Systems_1_x
Version Number: V1
Description Information for certification bodies to provide to EPA on products certified as meeting the eligibility criteria for the ENERGY STAR® Program Requirements for Smart Home Energy Management Systems Version 1.1. Additional instructions for submitting this information to EPA are available at www.energystar.gov/cbresources.
History :
  • 05/12/2021 - Submit_Smart_Home_Energy_Management_Systems_1_x Updated
  • 03/24/2021 - Submit_Smart_Home_Energy_Management_Systems_1_x Updated
  • 10/05/2019 - Submit_Smart_Home_Energy_Management_Systems_1_x Final
  • 09/19/2019 - Submit_Smart_Home_Energy_Management_Systems_1_x Available for Testing
Name Description Required/ Optional Multiple Select Data Type Restrictions Enumeration Text
ENERGY STAR Manufacturing Partner The ENERGY STAR Manufacturing Partner is the organization that has signed an ENERGY STAR Partnership Agreement and labels the model. This organization is typically the brand owner. R N Text Min Length: 1
Max Length: 80


ENERGY STAR Manufacturing Partner's EPA-issued Organization ID This EPA-issued ID is the number assigned to the ENERGY STAR Manufacturing Partner. This ID can be located via the certification body's My ENERGY STAR Account (MESA) and searching for the organization's name. R N Integer

Partner Contact Name for This Model Provide the ENERGY STAR Manufacturing Partner contact responsible for this certified model. R N Text Min Length: 1
Max Length: 200


Type of Transaction Include the Type of Transaction associated with the certified model. Only the options included in the enumeration list may be provided. Initial certification must only be used if the model has never been submitted and does not have an ENERGY STAR Model Identifier. Registration must only be used for select types of models where EPA allows certification bodies to add previously qualified models to their programs for purposes of verification testing only. Modification must be used for administrative changes, including rerating the model(s). Certification withdrawn must be used when the model is no longer certified as ENERGY STAR. Recertification will rarely be used and must be approved by EPA prior to the transaction. R N Enumeration Data
  • Initial Certification
  • Modification
  • Certification Withdrawn
  • Recertification
  • Registration
Reason for Transaction Include the Reason for Transaction associated with the Type of Transaction. Only the reasons included in the enumeration list may be provided. If "other" is provided, list further details in the notes field. The certification body will determine when it is appropriate to use the reasons associated with "Initial Certification," "Registration" or "Modification." The reasons "Manufacturer Voluntary Withdrawal" and "No Longer Available" may be determined by the certification body and must only be associated with the transaction type "Certification Withdrawn." For all other cases of "Certification Withdrawn" or "Recertification," EPA must determine the appropriate reason and provide direction to the certification body. R N Enumeration Data
  • Initial Certification: Model Meets ENERGY STAR Requirements
  • Registration: Included in Verification Testing Pool
  • Modification: Added Model Name/Number
  • Modification: Removed Model Name/Number
  • Modification: Changed Model Name/Number
  • Modification: Changed Data
  • Modification: Rerated Models
  • Modification: Other (If Other, List in Notes Field)
  • Certification Withdrawn: No Longer Available
  • Certification Withdrawn: Manufacturer Voluntary Withdrawal
  • Certification Withdrawn: Delisted - Issue with Partnership
  • Certification Withdrawn: Disqualified Model - Failed Testing
  • Certification Withdrawn: Other (If Other, List in Notes Field)
  • Recertification: Model Meets ENERGY STAR Requirements
  • Recertification: Other (If Other, List in Notes Field)
Date of Transaction Type This date must be the same as the date when the Type of Transaction occurred. For example, the initial certification date must be the date the certification body notified the partner of model certification. R N Date

ENERGY STAR Model Identifier ENERGY_STAR_Model_Identifier is a unique string of characters generated by certification bodies in accordance with EPA's ENERGY_STAR_Model_Identifier standard. ENERGY_STAR_Model_Identifier serves to distinguish models with non-identical performance characteristics. A unique ENERGY_STAR_Model_Identifier must be assigned to each set of performance data that represents a model. Models in a family, series, or DOE basic model group that differ by one or more performance characteristics must be assigned different and unique ENERGY_STAR_Model_Identifiers. ENERGY_STAR_Model_Identifier is different from Certification_ID or Family_ID, which may apply to several models that differ in terms of reported attributes. Naming convention is as follows: ES_[[ManufacturerOID]]_[[MODELNUMBER]]_[[MMDDYYYYH24MISS]]_[[7 Digit-randomnumber]] Note : Total Max length of this must not exceed 400 characters. [[ManufacturerOID]] = Provide Manufacturer EPA issued O_ID [[MODELNUMBER]] = Provide Model Number of the model [[MMDDYYYYH24MISS]] = Create date time string in the format where MM= month number, DD - Day number, YYYY = Year number, H24 hours (0-23), MI minute number, SS seconds. This typically indicates the date of certification, but there are no validations performed on it. [[7 Digit-randomnumber]] = Provide a random number of seven digits. R N Text Min Length: 1
Max Length: 400


Certification ID Certification_ID is a unique string of characters generated by certification bodies in accordance with EPA's Certifcation_ID standard. Certification_ID serves to distinguish one or more models with differing performance characteristics under a single certification in order to track models associated with that certification. Naming convention for Certification_ID is as follows: CER_[[ManufacturerOID]]_[[MMDDYYYYH24MISS]]_[[7 Digit-randomnumber]] Note : Total Max length of this must not exceed 400 characters. [[ManufacturerOID]] = Provide Manufacturer EPA issues O_ID, [[MMDDYYYYH24MISS]] = Create date time string in the format where MM= month number, DD - Day number, YYYY = Year number, H24 hours (0-23), MI minute number, SS seconds. This typically indicates the date of certification, but there are no validations performed on it. [[7 Digit-randomnumber]] = Provide a random number of seven digits. R N Text Min Length: 1
Max Length: 400


Family ID Family_ID is a unique string of characters generated by certification bodies in accordance with EPA's Family_ID standard. Family_ID serves to identify models under the same certification that are part of the same model family, series, or DOE basic model group. Family_ID may only be included for models where the ENERGY STAR specification supports families. *NOTE* Under a single certification, certification bodies may or may not have a Family_ID listed. A Family_ID must not be listed if the certification is comprised of only a single model. If there is a Family_ID listed, all models within the certification listed must also have the same Family_ID. Naming conventions for Family_ID are as follows: FAM_[[ManufacturerOID]]_[[MMDDYYYYH24MISS]]_[[7 Digit-randomnumber]] Note : Total Max length of this must not exceed 400 characters. [[ManufacturerOID]] = Provide Manufacturer EPA issues O_ID, [[MMDDYYYYH24MISS]] = Create date time string in the format where MM= month number, DD - Day number, YYYY = Year number, H24 hours (0-23), MI minute number, SS seconds. This typically indicates the date of certification, but there are no validations performed on it. [[7 Digit-randomnumber]] = Provide a random number of seven digits. O N Text Min Occurs: 0
Max Length: 400


Model Name Provide the Model Name of the certified model. If the certified model is part of a model family, include the family model name. The use of wildcards is allowed, but may limit the ability to search for a specific model name. R N Text Min Length: 1
Max Length: 255


Model Number Provide the Model Number of the certified model. If the certified model is part of a model family, include the family model number. The use of wildcards is allowed, but may limit the ability to search for a specific model name. R N Text Min Length: 1
Max Length: 255


Universal Product Code (UPC) Include UPC code(s) associated with the certified model, focusing on UPC codes featured in online listings. Do not include UPC codes if they are also associated with models not certified as ENERGY STAR. This field is available for all and required for select product categories unless not available. The UPC must be submitted as a string of digits when provided and should represent an actual UPC code. If not provided, the UPC code should be left blank and the reason for not including the UPC code will need to be submitted for the product to pass backend validation in EPA’s QPX system. O Y Text Min Occurs: 0
Max Occurs: unbounded
Min Length: 6
Max Length: 16


Reason for Not Providing UPC Code Required for select product categories if UPC code is not provided. O N Enumeration Data Min Occurs: 0

  • UPC Code Not Yet Assigned - CB Will Provide Later
  • UPC Code Not Yet Assigned - Partner Will Provide Later
  • No UPC Code Provided - Custom or Commercial Product
  • UPC Code Is Also Associated with Models Not Certified as ENERGY STAR
  • No UPC Code Provided - Other Reason
Other Reason for Not Providing UPC Code Required if Reason for Not Providing UPC Code equals "No UPC code provided – Other Reason" . O N Text Min Occurs: 0
Max Length: 2000


Brand Name Provide the model Brand Name in this field. To aid with consumer model searches, use consistent spelling, punctuation, and capitalization when providing brand names. R N Text Min Length: 1
Max Length: 200


Tested Model Name Provide the model name of the specific model that was tested. This will be the same as the Model Name unless this is a model family or private labeling submission. R N Text Min Length: 1
Max Length: 255


Tested Model Number Provide the model number of the specific model that was tested. This will be the same as the Model Number unless this is a model family or private labeling submission. R N Text Min Length: 1
Max Length: 255


Additional Models Represented by Family, Series, or DOE Basic Model
Additional Models Represented by Family, Series, or DOE Basic Model Additional Models Represented by Family, Series, or DOE Basic Model allows the listing of multiple additional models that are part of the same certification where performance characteristics are the same. The additional models may be identified by multiple sets of a model name and/or model number and/or additional identifying information. Each uniquely identified additional model name/number/identifier set must be listed as a separate entry within this field and must not be a comma-separated list. The use of wildcards is allowed, but may limit the ability to search for specific additional model names/numbers/identifiers. R Y
Min Occurs: 0
Max Occurs: unbounded


  • Additional Model Name
 Provide each Additional Model Name as a separate data entry. O N Text Min Occurs: 0
Max Length: 255


  • Additional Model Number
 Provide each Additional Model Number as a separate data entry. O N Text Min Occurs: 0
Max Length: 255


  • Additional Identifying Information
 Provide any Additional Identifying Information associated with the Model Name and/or Model Number. The identifying information may be used by consumers, incentive programs, or retailers to identify this model or model family. This includes, but is not limited to, SKUs and retail numbers. UPC codes should not be included in this field. Provide each Additional Identifying Information as a separate data entry along with the corresponding model name and model number. O N Text Min Occurs: 0
Max Length: 255


 
Is the Partner Listed the Original Equipment Manufacturer (OEM)? Indicate whether or not the ENERGY STAR Manufacturing Partner that labels this model also manufactures this model. R N Enumeration Data
  • Yes
  • No
If the Partner is not the Original Equipment Manufacturer, Who Is? In the case that the manufacturer partner listed is not the original equipment manufacturer (OEM), provide the name of the OEM. The OEM is the organization that has manufactured the model. O N Text Min Occurs: 0
Max Length: 80


Currently Available on Market? If model is currently available, indicate "Yes." Otherwise, indicate "No." Note that all available models are displayed on an ENERGY STAR qualified product list and are subject to verification testing. R N Enumeration Data
  • Yes
  • No
Date Available on Market Date model is first sold within one or more markets. R N Date

Date Tested Date of laboratory test. If multiple test reports, provide the most recent date. R N Date

Date Certification Body Notified Partner of Model Certification. The date the certification body notifies the manufacturer that the model is certified as ENERGY STAR. R N Date

Certification Body Contact Name for this Model The name of the primary certification body contact responsible for any questions concerning the certification of the model. R N Text Min Length: 1
Max Length: 200


Laboratory
Laboratory Include information about one or more laboratories in which the model was tested. R Y
Min Occurs: 0
Max Occurs: unbounded


  • Laboratory's EPA-issued Organization ID
 This EPA-issued ID is the number assigned to the EPA-recognized laboratory that tested the model. This ID can be located via the certification body's My ENERGY STAR Account (MESA) and searching for the laboratory's name. This field is required for all certified models. O N Integer Min Occurs: 0


  • Laboratory Contact for this Model
 The name of the primary laboratory contact responsible for any questions concerning the testing of the model. This information is required for each laboratory indicated. O N Text Min Occurs: 0
Max Length: 200


 
In What Markets Is this Model Sold? Models must be sold in one or more of the ENERGY STAR partner markets provided in the enumeration list. R Y Enumeration Data Min Occurs: 1
Max Occurs: 8

  • Australia
  • New Zealand
  • Canada
  • Europe
  • Japan
  • Switzerland
  • Taiwan
  • United States
Notes Provide any additional, relevant information related to the certification, including the reason for the transaction if "Other" is provided. O N Text Min Occurs: 0
Max Length: 2000


Product Specific Information  
ENERGY STAR Specification Version
R N Enumeration Data
  • 1.1
ENERGY STAR Partner Indicate the service provider responsible for delivering the energy management service and submitting field data. R N Text Min Length: 1
Max Length: 1000


Service Availability Indicate whether the service is available nationally or only available in limited areas. R N Enumeration Data
  • Broadly available
  • Available in limited areas
Detailed Service Availability URL Required if Service Availability is in limited areas and information is available on a website. O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


Is There a No-Cost Subscription Option? Indicate whether a user has the option to connect to the ENERGY STAR certified SHEMS service for no subscription cost. R N Enumeration Data
  • Yes
  • No
Consumer Privacy Standards Indicate all that apply to the service. R Y Enumeration Data Min Occurs: 1
Max Occurs: 4

  • EU General Data Protection Regulation
  • California Consumer Privacy Act of 2018
  • Other
  • None
Consumer Privacy Standards Other
O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


Description of System Cyber Security Measures Describe measures taken by the service provider to support IT security (if any), including company policy, requirements of integrated services and devices, compliance with published frameworks and standards, etc. Relevant standards and frameworks might include the NIST Cybersecurity Framework, CTA-2088, UL IoT Security Rating (UL MCV 1376), and more. R N Text Min Length: 0
Max Length: 2000


Communication Standards Used by Platform Indicate all communications standards available for use by the platform for connection between devices and the SHEMS. R Y Enumeration Data Min Occurs: 1
Max Occurs: 13

  • Wi-Fi
  • Cloud Integration
  • SEP 2.0
  • Zigbee
  • DALI
  • Bluetooth
  • HomePlug Green PHY
  • 6LoWPAN
  • Z-Wave
  • Wired Ethernet
  • Open ChargePoint Protocol
  • RFC 8520
  • Other
Communication Standards Used By Platform Other Required if Communication Standards is “Other”. Indicate relevant standard(s). O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


Grid Communication Standards Indicate all grid communication standards with which the SHEMS package is compliant or certified. R Y Enumeration Data Min Occurs: 1
Max Occurs: 9

  • CTA-2045
  • SEP 2.0
  • OpenADR 2.0a compliant
  • OpenADR2.0a certified
  • OpenADR2.0b compliant
  • OpenADR 2.0b certified
  • Proprietary with a private API/ICD
  • Proprietary with a publicly available API/ICD
  • Other
Grid Communication Standards Other Required if Grid Communication Standards is Other. Indicate the relevant grid communication standard. O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


Ability to Access Whole Home Energy Use Indicate all methods by which the system is capable of accessing and displaying whole home energy use to the user. R Y Enumeration Data Min Occurs: 1
Max Occurs: 6

  • None
  • Green Button
  • Smart Meter
  • Optical Meter Reader
  • Home Energy Submetering System
  • Smart Electrical Panel
Devices Needed For Connection Indicate all devices needed to establish connectivity needed to meet the SHEMS package requirements. R Y Enumeration Data Min Occurs: 1
Max Occurs: 5

  • SHEMS-specific wireless router, gateway, and/or hub
  • Generic wireless router
  • Z-Wave module
  • CTA-2045 module
  • Other
Devices Needed For Connection Other Required if Devices Needed for Connection is Other. Describe the device(s) needed for connection. O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


How Does the Platform Connect Outside the Home? Indicate all methods by which the platform is capable of connecting outside the home (Wide Area Network (WAN) connection) for general communication (e.g. connection to the service provider’s cloud.) R Y Enumeration Data Min Occurs: 1
Max Occurs: 3

  • Broadband connection (e.g. via Ethernet or Wi-Fi)
  • Cellular connection (e.g. 3G, 4G, 5G)
  • Other
How Does the Platform Connect Outside the Home Other Required if How Does the Platform Connect Outside the Home? Is Other. Describe the method(s) by which the system is capable of connecting outside the home. O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


Device(s) with Persistent Occupancy Detection Capability Indicate the device(s) fulfilling the SHEMS package requirements which provides pesistent occupancy detection. If the devices are ENERGY STAR Certified, provide the ESUID. R Y Enumeration Data Min Occurs: 1
Max Occurs: 5

  • Connected Thermostat
  • Standalone occupancy sensor
  • Hub
  • Alarm panel
  • Other
Device(s) with Persistent Occupancy Detection Capability Other Required if Device(s) with Persistent Occupancy Detection Capability is "Other”. Indicate the device(s) fulfilling the SHEMS package requirements for persistent occupancy detection. O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


System Occupancy Detection Occupancy Provide the method or methods in which the system detects occupancy/vacancy. R Y Enumeration Data Min Occurs: 1
Max Occurs: 6

  • Motion sensor
  • Thermal sensor
  • Camera
  • Geofencing
  • Security alarm activation/deactivation
  • Other
Occupancy Detection Method – Other Required if Occupancy Detection Method is “Other”; indicate the method(s). O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


Primary ENERGY STAR Certified Thermostat Provide the ENERGY STAR Unique ID (ESUID) of the certified thermostat which fulfills the ENERGY STAR SHEMS package requirements and is identified by the partner as the primary offering. R N Integer

Additional ENERGY STAR Certified Thermostat(s) Required if the SHEMS package is marketed with any additional thermostat(s). Provide the ENERGY STAR Unique ID (ESUID) of additional certified thermostat(s) which may fulfill the ENERGY STAR SHEMS package requirements. O Y Integer Min Occurs: 0
Max Occurs: unbounded


Primary ENERGY STAR Certified Lighting Product Provide the ENERGY STAR Unique ID of the lamp, light fixture, or fan with lighting which fulfills the ENERGY STAR package requirements and is identified by the partner as the primary offering. O N Integer Min Occurs: 0


Additional ENERGY STAR Certified Lighting Product(s) Required if the package is marketed with any additional lighting product(s). Provide the ENERGY STAR Unique ID of additional lamps, light fixtures, or fans with lighting, which fulfill the ENERGY STAR SHEMS package requirements. O Y Integer Min Occurs: 0
Max Occurs: unbounded


Plug Load Control / Measurement Device Type(s) Offered Indicate all device type(s) that apply to compatible plug load control / measurement offerings which fulfill the ENERGY STAR SHEMS package requirements. R Y Enumeration Data Min Occurs: 1
Max Occurs: 5

  • Add-on smart plug
  • Small outlet
  • Smart power strip
  • Home energy submetering system
  • Smart electrical panel
Primary Plug Load Control / Measurement Offering Brand Name, Mod Provide the brand name and model number of the primary plug load control/measurement offering in the format “Brand Name, Model Number” R N Text Min Length: 1
Max Length: 1000


Measured Primary Plug Load Offering Standby Power (W) Indicate the measured idle power in watts of the primary plug load control /measurement offering. R N Decimal No. of Decimal: 2
Max Value: 1.00


Primary Plug Load Control / Measurement Offering Device Type Indicate the device type of the primary plug load control / measurement offering. R N Enumeration Data
  • Add-on smart plug
  • Smart outlet
  • Smart power strip
  • Home energy submetering system
  • Smart electrical panel
Second Plug Load Control / Measurement Offering Brand Name, Mode Required if a second plug load control measurement offering is marketed with the SHEMS package. Provide the brand name and model number of the second plug load control/measurement offering in the format “Brand Name, Model Number” O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


Measured Second Plug Load Offering Standby Power (W) Required if a second plug load control measurement offering is marketed with the SHEMS package. Indicate the measured idle power in watts of the second plug load control /measurement offering. O N Decimal Min Occurs: 0
No. of Decimal: 2
Max Value: 1.00


Second Plug Load Control / Measurement Offering Device Type Required if a second plug load control measurement offering is marketed with the SHEMS package. Indicate the device type of the second plug load control / measurement offering. O N Enumeration Data Min Occurs: 0

  • Add-on smart plug
  • Smart outlet
  • Smart power strip
  • Home energy submetering system
  • Smart electrical panel
Third Plug Load Control / Measurement Offering Brand Name, Model Required if a third plug load control measurement offering is marketed with the SHEMS package. Provide the brand name and model number of the third plug load control/measurement offering in the format “brand name, model number” O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


Measured Third Plug Load Offering Standby Power (W) Required if a third plug load control measurement offering is marketed with the SHEMS package. Indicate the measured idle power in watts of the third plug load control /measurement offering. O N Decimal Min Occurs: 0
No. of Decimal: 2
Max Value: 1.00


Third Plug Load Control / Measurement Offering Device Type Required if a third plug load control measurement offering is marketed with the SHEMS package. Indicate the device type of the third plug load control / measurement offering. O N Enumeration Data Min Occurs: 0

  • Add-on smart plug
  • Smart outlet
  • Smart power strip
  • Home energy submetering system
  • Smart electrical panel
Fourth Plug Load Control / Measurement Offering Brand Name, Mode Required if a fourth plug load control measurement offering is marketed with the SHEMS package. Provide the brand name and model number of the fourth plug load control/measurement offering in the format “Brand Name, Model Number” O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


Measured Fourth Plug Load Offering Standby Power (W) Required if a fourth plug load control measurement offering is marketed with the SHEMS package. Indicate the measured idle power in watts of the fourth plug load control /measurement offering. O N Decimal Min Occurs: 0
No. of Decimal: 2
Max Value: 1.00


Fourth Plug Load Control / Measurement Offering Device Type Required if a fourth plug load control measurement offering is marketed with the SHEMS package. Indicate the device type of the fourth plug load control / measurement offering. O N Enumeration Data Min Occurs: 0

  • Add-on smart plug
  • Smart outlet
  • Smart power strip
  • Home energy submetering
  • Smart electrical panel
Fifth Plug Load Control / Measurement Offering Brand Name, Model Required if a fifth plug load control measurement offering is marketed with the SHEMS package. Provide the brand name and model number of the fifth plug load control/measurement offering in the format “Brand Name, Model Number” O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


Measured Fifth Plug Load Offering Standby Power (W) Required if a fifth plug load control measurement offering is marketed with the SHEMS package. Indicate the measured idle power in watts of the fifth plug load control /measurement offering. O N Decimal Min Occurs: 0
No. of Decimal: 2
Max Value: 1.00


Fifth Plug Load Control / Measurement Offering Device Type Required if a fifth plug load control measurement offering is marketed with the SHEMS package. Indicate the device type of the fifth plug load control / measurement offering. O N Enumeration Data Min Occurs: 0

  • Add-on smart plug
  • Smart outlet
  • Smart power strip
  • Home energy submetering system
  • Smart electrical panel
Lighting Load Control Device Offered? Indicate Yes if a smart lighting load control device fulfills the ENERGY STAR package requirements. R N Enumeration Data
  • Yes
  • No
Primary Lighting Load Control Device Brand Name, Model Number Required if Lighting Load Control Device Offered? is Yes; indicate the brand name of the primary smart light switch in the format “Brand Name, Model Number” O N Text Min Occurs: 0
Max Length: 1000


Measured Primary Lighting Load Control Device Standby Power Required if Lighting Load Control Device Offered? is Yes. Indicate the measured standby power in watts of the primary lighting load control device. O N Decimal Min Occurs: 0
No. of Decimal: 2
Max Value: 0.50


Primary Lighting Load Control Device Type
O N Enumeration Data Min Occurs: 0

  • Connected light switch
  • Connected light switch with occupancy sensor
  • Remote control
  • Other
Primary Lighting Load Control Device Type Other Required if Primary Lighting Load Control Device Type is Other. Indicate the device type. O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


Second Lighting Load Control Device Brand Name, Model Number Required if additional Lighting Load Control Devices are offered. Indicate the brand name of the second smart light switch in the format “Brand Name, Model Number” O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


Measured Second Lighting Load Control Device Standby Power Required if additional Lighting Load Control Devices are offered. Indicate the measured standby power in watts of the second lighting load control device. O N Decimal Min Occurs: 0
No. of Decimal: 2
Max Value: 0.50


Second Lighting Load Control Device Type Required if additional Lighting Load Control Devices are offered. Indicate the device type. O N Enumeration Data Min Occurs: 0

  • Connected light switch
  • Connected light switch with occupancy sensor
  • Remote control
  • Other
Second Lighting Load Control Device Type Other Required if Second Lighting Load Control Device Type is Other. Indicate the device type. O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


Third Lighting Load Control Device Brand Name, Model Number Required if additional Lighting Load Control Devices are offered. Indicate the brand name of the third smart light switch in the format “Brand Name, Model Number” O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


Measured Third Lighting Load Control Device Standby Power Required if additional Lighting Load Control Devices are offered. Indicate the measured standby power in watts of the third lighting load control device. O N Decimal Min Occurs: 0
No. of Decimal: 2
Max Value: 0.50


Third Lighting Load Control Device Type Required if additional Lighting Load Control Devices are offered. Indicate the device type. O N Enumeration Data Min Occurs: 0

  • Connected light switch
  • Connected light switch with occupancy sensor
  • Remote control
  • Other
Third Lighting Load Control Device Type Other Required if Third Lighting Load Control Device Type is Other. Indicate the device type. O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


Primary Compatible Water Heater Product Type Indicate the primary compatible water heater product type. R N Enumeration Data
  • ENERGY STAR connected water heater
  • Connected water heater controller
Primary Compatible Water Heater Controller Brand Name, Model Num Required if Primary Compatible Water Heater Product Type is Connected water heater controller. Indicate the brand name and model number of the water heater controller which can be connected to the service. O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


Primary Compatible ENERGY STAR Connected Water Heater Required if Primary Water Heater Product Type is ENERGY STAR connected water heater. Provide the ENERGY STAR Unique ID of the compatible ENERGY STAR water heater certified to optional connected criteria. O N Integer Min Occurs: 0


Additional Compatible Water Heater Controller(s) Brand Name(s), Required if the SHEMS package is marketed with additional water heater controller(s). Indicate the brand name(s) and model number(s) of additional water heater controller(s) which can be connected to the service, listed in the format “Brand Name, Water Heater;” O Y Text Min Occurs: 0
Max Occurs: unbounded
Min Length: 0
Max Length: 1000


Additional Compatible ENERGY STAR Connected Water Heater(s) Required if the SHEMS package is marketed with additional ENERGY STAR water heater(s). Provide the ESUID(s) of the additional compatible ENERGY STAR water heaters. O Y Integer Min Occurs: 0
Max Occurs: unbounded


Additional Compatible Water Heater Product Type(s) Required if the SHEMS package is marketed with additional water heater(s) or control product(s). Indicate all that apply. O Y Enumeration Data Min Occurs: 0
Max Occurs: 2

  • ENERGY STAR Connected water heater
  • Connected water heater controller
Measured Hub Network Connected Standby or Idle Power (W) Required if Devices Needed for Connection is SHEMS-specific wireless router, gateway, and/or hub. Indicate the measured network standby power in watts. O N Decimal Min Occurs: 0
No. of Decimal: 2


SHEMS-specific WiFi router required? Indicate if the SHEMS service functionality depends on the presence of a specific WiFi router or router/modem combination. R N Enumeration Data
  • Yes
  • No
Additional Encouraged Devices Included Indicate the additional encouraged devices included in the package for ENERGY STAR devices. Only include if the devices are certified to the optional connected criteria. R Y Enumeration Data Min Occurs: 1
Max Occurs: 14

  • None
  • AERC certified automated window attachment(s)
  • ENERGY STAR certified room air conditioner
  • ENERGY STAR certified refrigerator
  • ENERGY STAR certified freezer
  • ENERGY STAR certified clothes washer
  • ENERGY STAR certified clothes dryer
  • ENERGY STAR certified dishwasher
  • ENERGY STAR certified Electric Vehicle Supply Equipment (EVSE)
  • ENERGY STAR certified pool pump
  • ENERGY STAR certified vent fan
  • ENERGY STAR certified ceiling fan
  • Solar inverter
  • Battery storage
Additional Encouraged ENERGY STAR Certified Devices Required if Additional Encouraged Devices Included is any ENERGY STAR device. Provide the ENERGY STAR Unique ID (ESUID) for any ENERGY STAR certified additional encouraged devices. O Y Integer Min Occurs: 0
Max Occurs: unbounded


Additional Encouraged non-ENERGY STAR Certified Devices Required if Additional Encouraged Devices Included is any non-ENERGY STAR device. Provide the product type, brand name and model of additional encouraged devices, listed in the format “Product Type, Brand Name, Model Number;” O Y Text Min Occurs: 0
Max Occurs: unbounded
Min Length: 0
Max Length: 1000


Package offering URL Indicate the URL to the SHEMS package offering. R N Text Min Length: 1
Max Length: 1000


Default Schedule Provided Indicate if the system is configured to start operation with a default schedule. R N Enumeration Data
  • Yes
  • No
Options for Triggering Explicitly Generated Actions Indicate options for triggering explicitly generated actions available through compatible devices and user interfaces. R Y Enumeration Data Min Occurs: 1
Max Occurs: 15

  • Alarm panel
  • Mobile App
  • Website
  • Remote
  • Touchscreen display
  • Smart Refrigerator display
  • Persistent device with voice control e.g. voice assistant speaker
  • Thermostat
  • Smart light switch
  • Whole home power switch
  • Siri
  • Alexa
  • Google assistant
  • Samsung Bixby
  • Other
Options for Triggering Explicitly Generated Actions Other Required if Options for Triggering Explicitly Generated Actions is Other. Indicate the option(s). O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


Time of Use Pricing and Variable Rate Integration Description Describe the following: (1) all methods by which the system is capable of accepting pricing data; (2) how the system optimizes device use based on that data; (3) additional capabitilies to support advanced variable rate structures or load building. R N Text Min Length: 1
Max Length: 1000


Two-way communication with Utilities Is the system capable of two-way communication with the utility distribution system and other third parties providing energy management services? R N Enumeration Data
  • Yes
  • No
Demand Response Capabilities Summary Detailed description of items to include is in the specification. R N Text Min Length: 1
Max Length: 1000


Are Additional Devices Needed for Demand Response? Indicate if additional devices are needed to provide DR capabilities listed in the summary but are not otherwise needed to provide connectivity. R N Enumeration Data
  • Yes
  • No
Additional Devices Needed for Demand Response Required if Additional Devices Needed for Demand Response? is Yes. Describe the additional devices needed. O N Text Min Occurs: 0
Min Length: 0
Max Length: 1000


Demand Response Package Variations Describe differences in DR capability resulting from potential device/service combinations, in the aspects listed in the demand response summary. R N Text Min Length: 1
Max Length: 1000


Is Broadband Internet Connection Needed for Demand Response? Indicate if Demand Response capabilities require broadband internet connection. R N Enumeration Data
  • Yes
  • No