Illinois Energy Efficiency 

Stakeholder Advisory Group

IL Statewide Technical Reference Manual, Version 6.0


Final IL-TRM Version 6.0 Documents


Please note: The following zip files contain changes between IL-TRM Version 5.0 and Version 6.0 (redline) and clean Word volumes of the final IL-TRM Version 6.0 documents:


Compiled volumes: 


Proposed Evaluation Priorities

TRM Administrator Memo to SAG on Proposed Evaluation Priorities for the TRM (February 24, 2017)


IL TRM Version 6.0 Reference Files (zip files):


Public Notice of Feb. 15, 2017 Deadline for Objections to the IL-TRM Version 6.0 dated Feb. 8, 2017:

  • The documents above represent the final consensus IL-TRM v6.0 dated Feb. 8th, 2017 that will be submitted to the Commission for approval. If a party objects to submitting the consensus IL-TRMv6.0 dated Feb. 8th, 2017 to the Commission for approval, then the party must submit objections by February 15, 2017 - and  party should address their objections to Jennifer Morris at jmorris@icc.illinois.gov and the TRM Administrator at iltrmadministrator@veic.org. If any objections are received to the final IL-TRMv6.0, then this necessitates a separate Non-Consensus IL-TRM Update proceeding to be opened to resolve the Non-Consensus IL-TRM Update issue per the process outlined in the Commission-adopted IL-TRM Policy Document and ICC Order on Rehearing Docket No. 13-0077.  


Process

  • To join the SAG distribution list, please email Ashley.Palladino@FutEE.biz.
  • To join the IL-TRM Technical Advisory Committee and get access to the IL-TRM SharePoint site, please email iltrmadministrator@veic.org.
  • For links to prior versions of the IL-TRM, please visit the main IL-TRM page.
  • The same workpaper format will be used for Version 6.0 as last year. The template can be accessed here.
  • Click here to download the final Version 6.0 IL-TRM Tracker List.
  • See below for information on upcoming deliverables and deadlines.


Almost Final Deliverable - January 25, 2017

VEIC has completed updates to the IL TRM v.6.0, with the "Almost Final" drafts, redline and clean copies, linked below for final review.


Comments were due to VEIC by Wednesday, February 1, 2017.


Second Deliverable - November 9, 2016

VEIC has completed the first draft of the full Illinois Statewide TRM, Version 6.0. Redline versions of the documents are now available on the SharePoint site (referred to as Draft 2) organized as follows:

  • Volume 1:  Overview and User Guide here
  • Volume 2: Commercial & Industrial Measures here
  • Volume 3: Residential Measures here
  • Volume 4: Cross-cutting Measures and Attachments here


This memo outlines the specific measures and issues added or updated in this release, a list of those tracker items still pending with progress made to date, and those requests that have not resulted in a change. Please note as well that updates to the Net to Gross Methodologies (Attachment A to Volume 4) are being made through a separate process and will not be reflected in the full TRM document until the final version.


Redline edits and comments are due by Thursday, December 1, 2016 – all comments should be recorded in the First Full TRM Draft volumes. 

  • Comments can be uploaded to the Stakeholder Comments folder on the SharePoint site here. To ease the administration of a large volume of comments and to maintain transparency in the commenting process, please provide one redlined document per company for each volume (all four volumes contain changes from V.5). Add your company name and date to the file name.
  • Please contact iltrmadministrator@veic.org if you have questions, have problems uploading your comments, or need help navigating the IL TRM TAC SharePoint site.


First Deliverable - September 16, 2016

VEIC has completed draft characterization documents for the first group of measures for the Illinois Statewide TRM, Version 6.0. Click here to review the First Deliverable Memo, which outlines the specific measures and issues addressed in this release, together with a list of those tracker items still pending with progress made to date and those requests that have not resulted in a change.

  • The redline documents for each measure can be found on the SharePoint site here.


Comment guidelines:

  • Comments should be uploaded to the SharePoint site here. If you have any trouble uploading, please email comments to: iltrmadministrator@veic.org.
  • To ease the administration of a large volume of comments and to maintain transparency in the commenting process, please provide one redlined document per company. Add your company name and date to the file name.
  • Please contact me or iltrmadministrator@veic.org if you have questions or need help navigating the IL TRM TAC SharePoint site.


Introductory Meetings

  • Tuesday, May 17, 2016 SAG Meeting: SAG discussed an IL-TRM Update Process overview for IL-TRM Version 6.0, including the TRM Administrator's request for SAG participants to propose new high and medium priority IL-TRM Updates for the VEIC TRM Request Tracker, review the 'Open' and 'On Hold' items on the tracker, and adjust priority levels for the purposes of IL-TRM Version 6.0.
  • Wednesday, June 29, 2016 (10:00 am - 12:00 pm): TRM TAC Teleconference to discuss measure prioritization for IL-TRM Version 6.0.
  • After August 15, 2016:TRM TAC will schedule routine teleconference meetings, as needed.


Draft Evaluation Documents for Review


Final Evaluation Documents


Deliverables and Deadlines

  • Tuesday, June 21, 2016:Measure priorities and all new IL-TRM Version 6.0 requests due on or before Tuesday, June 21, 2016 (see v6.0 Active List on the SharePoint site).
  • Friday, July 1, 2016: Final list of priority measures for IL-TRM Version 6.0 to be established by July 1. (Note: July 1st deadline is fixed per Commission Orders.)
  • Monday, Aug. 1, 2016: Completed Work Papers for Existing IL-TRM Measure Changes (along with all reference documents/data) Due from Stakeholders (Stakeholders are encouraged to submit draft work papers to VEIC one to two weeks in advance of this date for a quick review to ensure work paper completeness.) (Note: Aug. 1st deadline is fixed per Commission Orders.)
  • Friday, Sept. 16, 2016:DRAFT of IL-TRM Updates to Existing Measures released for Comment (Comments Due: Friday, 10/7/16)
  • 9/16/16 - 10/7/16: Stakeholder Commenting Opportunity on DRAFT of IL-TRM Updates to Existing Measures dated Sept. 16, 2016.
  • Friday, Sept. 30, 2016 (No later than Sat., Oct. 1, 2016):Completed Work Papers for New IL-TRM Measures (along with all reference documents/data) Due from Stakeholders (Stakeholders are encouraged to submit draft work papers to VEIC two weeks in advance of this date for a quick review to ensure work paper completeness.) (Note: Oct. 1st deadline is fixed per Commission Orders.)
  • Wednesday, Nov. 9, 2016: VEIC will provide the following: (1) Complete DRAFT Updated IL-TRM Version 6.0 Volumes 1-4 released for Comment, which will contain: (a) New IL-TRM Measures for IL-TRM Version 6.0, (b) Revised IL-TRM Updates to Existing Measures that incorporates stakeholder feedback from first commenting opportunity, and (c) the rest of the IL-TRM (not previously released for review during this update cycle). (2) Excel file of comments received from prior stakeholder commenting cycle along with VEIC responses to those comments, including how the comment is addressed in the DRAFT Updated IL-TRM Version 6.0 dated Nov. 9, 2016. (3) If applicable, Errata to IL-TRM Version 5.0 released for Comment/Objections. (4) If applicable, Comparison Exhibit released for Comment if any Non-Consensus Issues are known. (Issues raised through previous commenting cycle on the Updated Existing IL-TRM Measures for IL-TRM Version 6.0 should be resolved in this draft) (Comments Due: Thursday, 12/1/16)
  • 11/9/16 - 12/1/16: Key Stakeholder Commenting Opportunity on Complete DRAFT Updated IL-TRM Version 6.0 Volumes 1-4 (containing (a) New Measures, (b) Revised Updates to Existing Measures, (c) the rest of the IL-TRM) dated Nov. 9, 2016. If applicable, Stakeholder Opportunity to Object/Comment on the Errata to IL-TRM Version 5.0, and Opportunity to Comment on Comparison Exhibit if any Non-Consensus Issues.
  • Monday, Dec. 19, 2016: VEIC will provide the following: (1) Limited NEWLY REVISED IL-TRM Measure Release for Comment: REVISED drafts of those Individual IL-TRM Measures that contain NEW Revisions in Comparison to version of the Measure contained in the Nov. 9, 2016 Complete DRAFT Updated IL-TRMv6.0 (Note: This Dec. 19, 2016 NEWLY REVISED Individual IL-TRM Measures draft release will EXCLUDE any IL-TRM Measures contained in the Nov. 9, 2016 Complete DRAFT Updated IL-TRMv6.0 that (a) received no stakeholder comments by Dec. 1, 2016; and/or (b) contain no revisions in comparison to Nov. 9, 2016 Complete DRAFT Updated IL-TRMv6.0 release). (2) Excel file of comments received from prior stakeholder commenting cycle along with VEIC responses to those comments. (3) If applicable, Errata to IL-TRM Version 5.0. (4) If applicable, Comparison Exhibit released for Comment if any Non-Consensus Issues are known. (Comments Due: Thursday, 1/5/17).
  • 12/19/16 - 1/5/17: Stakeholder Commenting Opportunity for the Limited Release of NEWLY REVISED Individual IL-TRM Measures drafts that contain NEW Revisions in Comparison to Nov. 9, 2016 Complete DRAFT Updated IL-TRMv6.0. Stakeholder Review Opportunity of VEIC's Dec. 19, 2016 Excel file of comments received by Dec. 1, 2016 along with VEIC responses to those comments, including how the comment is expected to be addressed (or suggested change not incorporated) in the upcoming release of the ALMOST FINAL DRAFT Consensus Updated IL-TRM Version 6.0 dated Jan. 25, 2017, and, where applicable, how the comment is addressed in Dec. 19, 2016 Limited NEWLY REVISED Individual IL-TRM Measures draft release.
  • Wednesday, Jan. 18, 2017: VEIC will provide Excel file of comments received by Jan. 5, 2017 on the Dec. 19, 2016 Limited Release of NEWLY REVISED Individual IL-TRM Measures drafts, with VEIC responses to those comments, including how the comment is expected to be addressed in the upcoming release of the ALMOST FINAL DRAFT Consensus Updated IL-TRM Version 6.0 dated Jan. 25, 2017. (Critical Concerns Due: Monday, 1/23/17)
  • 1/18/17 - 1/23/17: Stakeholder Review Opportunity of VEIC's Jan. 18, 2017 Excel file of comments received by Jan. 5, 2017 with VEIC responses to those comments, including how the comment is expected to be addressed in the upcoming release of the ALMOST FINAL DRAFT Consensus Updated IL-TRM Version 6.0 dated Jan. 25, 2017.
  • Wed., Jan. 25, 2017: ALMOST FINAL DRAFT Consensus Updated IL-TRM Version 6.0 Volumes 1-4 dated Jan. 25, 2017 released for Final Review (and Comparison Exhibit if any non-consensus issues) – Review should be focused on ensuring the document reflects what was agreed to through the IL-TRM Update Process and TAC meetings and correcting any typographical or other inadvertent errors (i.e., comments should be focused primarily on identifying nits, errors, or oversights and not raising new substantive issues) (or if applicable, correcting characterizations of positions or rationale in the Comparison Exhibit) (Nits/Errors/Oversights Due: Wednesday, 2/1/17)
  • 1/25/17 - 2/1/17: Final Review Period for Stakeholders: ALMOST FINAL DRAFT Consensus Updated IL-TRM Version 6.0 Volumes 1-4 dated Jan. 25, 2017 (and Comparison Exhibit if any Non-Consensus Issues)
  • Wednesday, Feb. 8, 2017: FINAL Consensus Updated IL-TRM Version 6.0 Volumes 1-4 dated February 8, 2017 released (and Redlined versions in comparison to ICC-approved IL-TRM Version 5.0 Volumes 1-4 dated February 11, 2016) – Comments are Objections Only (Important Note: Any Objections to ICC approval of the Final Consensus Updated IL-TRM Version 6.0 Volumes 1-4 dated February 8, 2017 should be submitted to iltrmadministrator@veic.org and jmorris@icc.illinois.gov. If Objections are received then this necessitates opening a separate Non-Consensus IL-TRM Update proceeding to have the ICC resolve the issue.) (Objections Due: Wednesday, 2/15/17).
  • 2/8/17 - 2/15/17: Objection Period for Stakeholders: FINAL Consensus Updated IL-TRM Version 6.0 Volumes 1-4 dated February 8, 2017.
  • Wednesday, Feb. 22, 2017: ICC Staff submits Staff Report with Final Consensus Updated IL-TRM Version 6.0 to the ICC around this date. (If objections are received by Feb. 15, 2017 or there are Non-Consensus IL-TRM Updates, on or about March 1, ICC Staff submits a separate Staff Report with Comparison Exhibit to the ICC requesting initiation of a separate Non-Consensus IL-TRM Update proceeding be initiated to resolve the Non-Consensus IL-TRM Update issues. Note: This deadline is fixed per Commission Orders.)