Illinois Energy Efficiency Stakeholder Advisory Group

Wednesday, December 6 SAG Evaluation Plan Meeting (Day 2)
2023-12-06 10:00 - 12:00 (America/Chicago)
The purpose of the Wednesday, December 6 meeting is for independent evaluators to present an overview of the draft evaluation plans for Nicor Gas, Peoples Gas & North Shore Gas for the 2024 program year. The first meeting for Ameren Illinois and ComEd evaluation presentations will be held on Tuesday, December 5.
Wednesday, December 6 SAG Evaluation Plan Meeting Agenda
Guidehouse Presentation: Nicor Gas 2024 EE Portfolio Evaluation Plan
Guidehouse Presentation: Peoples Gas & North Shore Gas 2024 EE Portfolio Evaluation Plan
Follow-up: December 6, 2023 Large Group SAG Attendee List and Notes

Wednesday, December 13, 2023 Equity Subcommittee Meeting - Joint with IQ Committees
2023-12-13 09:00 - 12:00
The Equity Subcommittee will meet on Wednesday, December 13 (9:00 am – 12:00 pm)

This meeting will be held jointly with the IQ EE Committee
The agenda and meeting materials will be posted and circulated in advance

December 13, 2023 SAG Equity Subcommittee Agenda – Joint with IQ North Committee and IQ South Committee
Ameren Illinois Diverse Procurement Market Development Initiative Presentation
ComEd Presentation: Market Development Initiative Update

The following comments are referenced in the ComEd presentation: IQ North Committee September 2023 Feedback Submitted to the SAG Equity Subcommittee on the ComEd, Nicor Gas, Peoples Gas & North Shore Gas Market Development Initiatives

LIEEAC IQ South Subcommittee Update Presentation
Follow-up: December 13, 2023 SAG Equity Subcommittee / Joint IQ North and IQ South Committee Meeting Attendees and Notes

Visit the Equity Subcommittee webpage for additional information.

Tuesday, December 19 Reporting Working Group Meeting
2023-12-19 13:00 - 15:00
The Reporting Working Group will meet on Tuesday, December 19
Tuesday, December 19 SAG Reporting Working Group Agenda
SAG Facilitator Introduction to December 19 Meeting
On December 12, the utilities collectively (Ameren Illinois, ComEd, Nicor Gas, Peoples Gas & North Shore Gas) shared the following feedback on IQ Multifamily and IQ Health and Safety Proposed Metrics:

IQ Multifamily Stakeholder Proposed Metrics – Utility Response (12/12/23)
IQ Health and Safety Stakeholder Proposed Metrics – Utility Response (12/12/23)

On December 15, the IQ North EE Committee shared the following feedback on IQ Multifamily and IQ Health and Safety Proposed Metrics:

IQ North EE Committee Feedback (12/15/23)

Stakeholders (Community Investment Corp., IL Attorney General’s Office, ICC Staff, National Consumer Law Center, and NRDC) prepared the following responses to comments:

IQ Multifamily Metrics – Stakeholder Responses to Feedback (12/18/23)
IQ Health and Safety Metrics – Stakeholder Responses to Feedback (12/18/23)

Follow-up:

December 19, 2023 Reporting Working Group Meeting Attendee List and Notes
Income Qualified Multifamily Draft Metrics – Notes and Follow-up from 12/19 Meeting
Income Qualified Health and Safety Draft Metrics – Notes and Follow-up from 12/19 Meeting
Summary of Stakeholder and Utility Follow-up Items from 12/19 Meeting

Visit the SAG Reporting Working Group page for additional information about this group.

Tuesday, January 16 Reporting Working Group Meeting
2024-01-16 10:00 - 12:00
The Reporting Working Group will meet on Tuesday, January 16
Tuesday, January 16 SAG Reporting Working Group Agenda
SAG Facilitator Introduction to January 16 Meeting
On January 10, the utilities collectively (Ameren Illinois, ComEd, Nicor Gas, Peoples Gas & North Shore Gas) shared the following feedback:

Equity/Affordability Stakeholder Proposed Metrics – Utility Response (1/10/24)
Diverse Contracting Stakeholder Proposed Metrics – Utility Response (1/10/24)

On January 10, the IQ North EE Committee shared the following feedbacks:

IQ North EE Committee Feedback (1/10/24)

During the January 16 meeting, Reporting Working Group participants will discuss the following documents:

Income Qualified Health and Safety Metrics – Stakeholder Responses (1/11/24)
Diverse Contracting Metrics – Stakeholder Responses (1/11/24)
Equity and Affordability Metrics – Stakeholder Responses (1/16/24)

Follow-up:

January 16, 2024 Reporting Working Group Meeting Attendee List and Next Steps

Visit the SAG Reporting Working Group page for additional information about this group.

Wednesday, January 17 SAG Meeting
2024-01-17 10:00 - 11:30
The purpose of the January 17 meeting is for the SAG Facilitator to present an overview of the 2024 SAG Plan and kick-off the SAG Portfolio Planning Process
January 17, 2024 SAG Agenda
SAG Facilitator Presentation: 2024 SAG Portfolio Planning Process
Follow-up: January 17, 2024 Large Group SAG Attendee List and Notes

Follow-up item: Comments on SAG planning materials are due by Thursday, February 1 – send comments to Celia@CeliaJohnsonConsulting.com

2024 SAG Portfolio Planning Process Project Plan (Final Draft 1/11/2024)
2024 SAG Portfolio Planning Process Schedule Flowchart (Final Draft 1/10/2024)
SAG Financial Conflict of Interest Policy Update (Draft 1/10/2024)
SAG Process Guidance – 2024 Update (Redline Draft 1/11/2024)

Follow-up item: SAG Planning Process Survey
SAG participants are encouraged to complete the January 2024 SAG Planning Process Survey. Survey responses are due by February 1.
Responses to this SAG Planning Process Survey will be used to:

Inform the February 2024 utility presentations to SAG;
For participants to share high-level “Energy Efficiency Ideas” and identify potential opportunities to work together; and
Identify participants that would like to meet with the SAG Facilitator to discuss the SAG Planning Process.

Tuesday, January 23 Reporting Working Group Meeting
2024-01-23 10:00 - 12:00
The Reporting Working Group will meet on Tuesday, January 23
Meeting Materials:

Tuesday, January 23 SAG Reporting Working Group Agenda
SAG Facilitator Presentation: Introduction to January 23 Meeting
Open Items for Final Reporting Working Group Meeting on January 23, 2024 – with Stakeholder Comments

Follow-up from January 23 Meeting: January 23, 2024 Reporting Working Group Meeting Attendee List, Follow-up Items and Next Steps
Final Income Qualified Health and Safety Metrics:

Income Qualified Health and Safety Reporting Metrics (Final PDF 1/23/2024)
Income Qualified Health and Safety Reporting Metrics (Final Redline Word 1/23/2024)

Final Equity and Affordability Metrics:

Equity and Affordability Reporting Metrics (Final PDF 1/23/2024)
Equity and Affordability Reporting Metrics (Final Redline Word 1/23/2024)

Updated Reporting Metric Documents for Discussion in Final Meeting:

Open Items for Final Reporting Working Group Meeting (updated 1/25/24)
IQ Multi-Family Metrics – Final Draft Clean Version, with Stakeholder Comments for Final Meeting
Income Qualified Multi-Family Reporting Tables (Excel)
Diverse Contracting Metrics – Final Draft Clean Version, with Stakeholder Comments for Final Meeting

Visit the SAG Reporting Working Group page for additional information about this group.

Tuesday, February 6 SAG Steering Committee Meeting
2024-02-06 10:00 - 11:30
The purpose of the February 6 SAG Steering Committee meeting is to discuss feedback received on 2024 SAG planning materials. The agenda will be circulated to participants and will not be posted on the website.
Feedback on 2024 SAG planning documents from interested SAG participants is due Thursday, February 1. Anyone who submits feedback will be invited to join Steering Committee members at the February 6th meeting.
SAG Steering Committee members including utility representatives and non-financially interested stakeholders that signed 2022-2025 EE Plan Stipulated Agreements.

Wednesday, February 7 Reporting Working Group Meeting
2024-02-07 14:00 - 16:00
The FINAL Reporting Working Group meeting will be held on Wednesday, February 7. At the February 7 meeting, the Working Group will finalize IQ Multi-Family Metrics and Diverse Contracting Metrics.
Meeting Materials:

Wednesday, February 7 SAG Reporting Working Group Agenda
SAG Facilitator Presentation: Introduction to February 7 Meeting
Confirm Interpretation of Reporting Policy Effective Date

Updated Reporting Metric Documents for Discussion in Final Meeting:

Open Items for Final Reporting Working Group Meeting (updated 1/25/24)
IQ Multi-Family Metrics – Final Draft Clean Version, with Stakeholder Comments for Final Meeting
Income Qualified Multi-Family Reporting Tables (Excel)
Diverse Contracting Metrics – Final Draft Clean Version, with Stakeholder Comments for Final Meeting

Follow-up from February 7 Meeting:

February 7, 2024 Reporting Working Group Meeting Attendee List, Follow-up Items and Next Steps
Summary of Next Steps from February 7, 2024 Reporting Working Group Meeting
Updated IQ Multi-Family Reporting Tables for Review (2/15/2024)

Final Draft Diverse Contracting Metrics:

Diverse Contracting Reporting Metrics (Final Draft Clean 2/7/2024)
Diverse Contracting Reporting Metrics (Final Draft Redline 2/7/2024)

Final Draft IQ Multi-Family Reporting Metrics:

IQ Multi-Family Reporting Metrics (Final Draft Clean 2/7/2024)
IQ Multi-Family Reporting Metrics (Final Draft Redline 2/7/2024)

Visit the SAG Reporting Working Group page for additional information about this group.

Tuesday, February 13 SAG Meeting
2024-02-13 09:00 - 12:30
The purpose of the February 13 and February 14 SAG meetings is to kick-off the SAG Portfolio Planning Process. Illinois utilities (Ameren Illinois, ComEd, Nicor Gas, Peoples Gas & North Shore Gas) presented an overview of current EE portfolios and considerations for the 2026-2029 EE Portfolio Plans.

Please note: On February 21, Illinois utilities also presented a deep dive overview of income qualified / income eligible EE programs.

February 13, 2024 SAG Agenda (Day 1)
SAG Facilitator Presentation: Introduction to February Meetings
ComEd EE Portfolio Overview Presentation
Nicor Gas EE Portfolio Overview Presentation
Follow-up:

February 13, 2024 Large Group SAG Attendee List and Notes
Summary of Follow-up Items from Feb. 13, 14 and 21 Large Group SAG Meetings

Feb. 13 ComEd Follow-up Items:

Number of participants in Strategic Energy Management in 2023.

ComEd Response: 342 SEM participants

Number of participants in Facility Assessments in 2023.

ComEd Response: 362 completed, 253 if you exclude those done for Small Business customers (most of which were for CPS, 7-Eleven and Speedway)

Provide additional information about the pilot comprehensive assessment commitment for Facility Assessments in Plan 6.

ComEd Response: A ComEd resource is managing the comprehensive pilot program. Three local governments (Chicago, Rockford Water Department and Harvey) are participating in the comprehensive assessment pilot. 15 Chicago Public Libraries have completed facility assessments, including near and longer term energy efficiency program and project planning. Additional Chicago Public Libraries and Department of Public Health facilities are being identified for the next round of assessments and program planning for the City. The Rockford Water Department completed 8 comprehensive assessments along with energy efficiency program and project planning. Harvey has prioritized 10 sites to complete comprehensive facility assessments and project planning in 2024.

Number of Public Schools Carbon Free Assessments in 2023.

ComEd Response: 350 completed

Residential Home Heating and Cooling – follow-up with Chris Neme to discuss air source heat pumps further.

ComEd Response: Julie Hollensbe will reach out to Chris Neme.

Follow-up with Cheryl Watson on Affordable Housing program. Cheryl is interested in how communities can engage with passive homes for affordable housing.

ComEd Response: Paul Grimyser will reach out to Cheryl Watson.

In the future ComEd can share out a report-out of R&D projects. SAG Facilitator to add this as a future SAG topic in 2025.

ComEd Response: The R&D team is available to share a report-out whenever it is convenient for the SAG

ComEd will walk through additional information on savings shortfalls in a future discussion.

ComEd Response: Kim Swan or another presenter from ComEd will do so.

How do the utility-sponsored weatherization programs communicate with Community Action Agencies?

ComEd Response: Resource Innovations has a Program Manager dedicated to the Illinois Home Weatherization Assistance Program (IHWAP) as it relates to the Home Energy Savings (HES) and Multi-Family Energy Savings (MFES) offerings. Resource Innovations is the prime implementation contractor for HES and serves as a subcontractor to Franklin Energy for their work supporting MFES. This Program manager:

Meets bi-weekly with the Illinois Association of Community Action Agencies (IACCA). The northern IL utilities partially fund a dedicated Director of Utility Programs role at IACAA for this purpose; IACAA is in regular communication with all agencies, hosts quarterly roundtables with regional groups, escalate concerns to RI/the utilities, and collect information on each agency via surveys and phone calls to inform agency roles, responsibilities, and support needs.
Meets bi-weekly with the Department of Commerce and Economic Opportunity (DCEO) to discuss program updates and agency capacity.
Facilitates regular monthly meetings with agencies who complete a high volume of production or are at risk of not hitting production goals.
Emails all agencies active in the network monthly to document production goals.
Hosts annual kickoff meetings and mid-year check-ins open to all agencies.

Feb. 13 Nicor Gas Follow-up Items:

How many people from the Community Connection Center (C3) program are participants in the Market Development Initiative Workforce Training and Employment (WTE) Program?
How do the utility-sponsored weatherization programs communicate with Community Action Agencies?

Wednesday, February 14 SAG Meeting
2024-02-14 09:00 - 12:30
The purpose of the February 13 and February 14 Large Group SAG meetings is to kick-off the SAG Portfolio Planning Process. Illinois utilities (Ameren Illinois, ComEd, Nicor Gas, Peoples Gas & North Shore Gas) will present an overview of current EE portfolios and considerations for the 2026-2029 EE Portfolio Plans.

Please note: On February 21, Illinois utilities also presented a deep dive overview of income qualified / income eligible EE programs.

February 14, 2024 SAG Agenda (Day 2)
SAG Facilitator Presentation: Introduction to February Meetings
Ameren Illinois EE Portfolio Presentation
Peoples Gas & North Shore Gas EE Portfolio Presentation
Follow-up:

February 14, 2024 Large Group SAG Attendee List and Notes
Summary of Follow-up Items from Feb. 13, 14 and 21 Large Group SAG Meetings

Feb. 14 Ameren Illinois Follow-up Items:

A question was asked about the lack of gas savings for retro-commissioning. Ameren will check on which projects were completed, and whether those projects were converted to MWh.

Response: Ameren Illinois did not have any gas savings RCx projects finalize in 2023. Accordingly, we had no therms converted for RCx. We did have RCx projects in progress in 2023 that have potential therm savings, but those projects won’t complete until 2024.

Feb. 14 Peoples Gas & North Shore Gas Follow-up Items:

Peoples Gas & North Shore Gas will follow-up to share more information about Smart Radiator Controls.

Response: Provided additional information to Chris Neme directly.

For IQ eligibility (listed on slide 21), confirm the 80% AMI household size and annual $ in the home.

Response: Most current information is available on Peoples Gas and North Shore Gas websites for customers to access. Direct links to the AMI and LIHEAP and PIPP annual income information are available below.

Peoples Gas
North Shore Gas

For 2023, how many non-low income participants installed insulation and air sealing?

Response: There were 255 Market Rate Weatherization participants in 2023.

How do the utility-sponsored weatherization programs communicate with Community Action Agencies?

Response: Customers eligible for IHWAP are referred to the IHWAP program path if the agency has near-term capacity to complete the work.

Additional Follow-up:

Several stakeholders are interested in understanding the utilities’ view on how the Inflation Reduction Act (IRA) federal EE funding will be coordinated with Illinois EE programs. Stakeholders also requested to review the Q&A document the utilities shared with IL EPA. IL EPA will present to SAG on March 5th about IRA funding. SAG Facilitator will share these questions with IL EPA.

Wednesday, February 21 SAG Meeting
2024-02-21 09:00 - 13:30
The Large Group SAG will meet on Wednesday, February 21 by teleconference, via Webex. There will be a 30-minute break during the meeting. The purpose of the February 21 Large Group SAG meeting is to kick-off the 2024 SAG Portfolio Planning Process, with an overview of income qualified / income eligible EE programs. Illinois utilities will present an overview of their entire EE portfolios during the SAG meetings scheduled the prior week (Tuesday, February 13 and Wednesday, February 14).
February 21, 2024 SAG Agenda
SAG Facilitator Presentation: Introduction to February 21 Meeting
Northern Illinois Utilities Presentation: Income Qualified EE Programs
Ameren Illinois Presentation: Income Qualified Initiative
Follow-up:

February 21, 2024 Large Group SAG Attendee List and Notes
Summary of Follow-up Items from Feb. 13, 14 and 21 Large Group SAG Meetings

Feb. 21 Northern Illinois Utility Follow-up Items (ComEd, Nicor Gas, Peoples Gas & North Shore Gas):

Food Bank Program (ComEd)

What is the percentage of uptake?

Income Eligible Retail Program (ComEd)

Share the total unit participation by type of units.

Whole Home Electric (ComEd)

Request to share outreach materials.
For multi-family, does the tenant communication vary from project to project, e.g. materials posted on doors sent in the mail available in lobbies? Does ComEd monitor or track the communications with tenants?
On slide 28 (budget & performance), what does “units served” refer to? What does “projects” refer to?

Affordable Housing New Construction Program (ComEd and Nicor Gas)

Peoples Gas & North Shore Gas to follow-up on why they no longer participate in this program.

PG/NSG Response: With historically lower participation in AHNC and each portfolio’s goals, funding, and stipulation requirements, focus was placed on other income eligible programs to achieve savings and maximize budget.

What is the % of optional measure uptake?
Is the dip in performance between 2022 and 2023 due to higher interest rates and a slump in the housing / new construction market?

Home Energy Savings Program (ComEd, Nicor Gas, Peoples Gas & North Shore Gas)

Do the A – D prioritization requirements (on slide 60) also apply to getting a heat pump installed? Is criteria D (basement air sealing opportunity) required for getting a heat pump?

Multi-Family Energy Savings Program (ComEd, Nicor Gas, Peoples Gas & North Shore Gas)

What % of the units being served are electric-heated, vs. natural gas or propane heated?

PG/NSG Response:

2022

Electric: 9%
Natural Gas: 91%

2023

Electric: 14%
Natural Gas: 86%

2024 (Jan-Feb)

Electric: 13%
Natural Gas: 87%

Feb. 21 Ameren Illinois Follow-up Items:

For electrification, is the cost related to transferring a customer captured as an EE project cost?

Response: Equipment upgrade costs on the customer side of the meter (e.g. electrical panel), that are necessary to complete electrification projects in the Income-Qualified initiative, are typically recovered through Rider EE. Equipment upgrade costs on the Company’s side of the meter (e.g. service line to home) that are necessary to address load and/or capacity needs are typically recovered outside of Rider EE.

Wednesday, February 28 Market Transformation Savings Working Group Meeting
2024-02-28 13:00 - 15:00
The Market Transformation Working Group will meet on Wednesday, February 28
Purpose of February 28 meeting:

For Illinois utilities to provide a status update on current Illinois market transformation (MT) initiatives in progress in 2024;
To educate participants on the progress of MT code initiatives; and
To educate participants on the Gas Heat Pumps MT initiative.

Wednesday, February 28 MT Savings Working Group Agenda
SAG Facilitator Presentation: Introduction to February 28 MT Working Group Meeting
Spreadsheet Summarizing Status Updates on Current Illinois MT Initiatives

ComEd Presentation: Market Transformation Updates
Peoples Gas & North Shore Gas Presentation: CarbinX – Heat Recovery with Carbon Capture

Slipstream and MEEA Presentation: Stretch Codes and Building Performance Standards Update
Nicor Gas Presentation: Residential HVAC Gas Heat Pumps

Gas Heat Pump Logic Model
Gas Heat Pump Market Progress Indicators Spreadsheet

Follow-up:

February 28, 2024 SAG MT Working Group Attendee List and Notes
Nicor Gas presented an overview of the Residential HVAC Gas Heat Pump market transformation initiative. Nicor Gas requests feedback on the Logic Model and Market Progress Indicators:

Gas Heat Pump Logic Model
Gas Heat Pump Market Progress Indicators Spreadsheet
Comments are due by Thursday, March 21. Send comments to Randy Opdyke, Nicor Gas (rwopdyke@southernco.com) and CC Celia@CeliaJohnsonConsulting.com.

Peoples Gas & North Shore Gas introduced a new market transformation initiative, CarbinX. Additional information:

CleanO2 CarbinX Overview
CleanO2 CarbinX Specifications
CleanO2 CarbinX Lifecycle Analysis
CleanO2 CarbinX Sell Sheets

Visit the SAG Market Transformation Savings Working Group webpage for additional information about this Working Group.

Tuesday, March 5 SAG Meeting
2024-03-05 09:30 - 11:30
SAG will meet on Tuesday, March 5
Purpose of March 5 meeting:

For the Illinois Environmental Protection Agency to educate SAG about federal EE funding opportunities for Illinois through the Inflation Reduction Act;
For National Consumer Law Center to educate SAG on Inflation Reduction Act program design and consumer protection recommendations; and
For the SAG Facilitator to provide a Planning Process update.

Tuesday, March 5 SAG Agenda
Illinois EPA Office of Energy Presentation: Inflation Reduction Act Home Energy Rebates
National Consumer Law Center Presentation: Essential Consumer Protections in Inflation Reduction Act Home Energy Rebate Programs
SAG Facilitator Presentation: SAG Portfolio Planning Process Update
Follow-up:

March 5, 2024 Large Group SAG Attendee List and Notes
Illinois EPA Office of Energy Responses to SAG Questions

Monday, April 1 SAG Steering Committee Meeting
2024-04-01 10:00 - 12:00
The purpose of the April 1 SAG Steering Committee meeting is to discuss initial questions and feedback on “Energy Efficiency Idea” submittals, as part of the SAG Portfolio Planning Process

“Energy Efficiency Ideas” are due Friday, March 15
SAG Steering Committee members including utility representatives and non-financially interested stakeholders that signed 2022-2025 EE Plan Stipulated Agreements

Tuesday, April 9 SAG Meeting
2024-04-09 09:00 - 12:30
The purpose of the April 9 meeting is for “Energy Efficiency Ideas” to be presented.
Tuesday, April 9 SAG Agenda
Recurve EE Ideas Presentation
Joint Stakeholder EE Ideas Presentation
SAG Facilitator Introduction: April EE Idea Meetings
Follow-up: April 9, 2024 Large Group SAG Attendees and Notes
Background:

The 2024 SAG Portfolio Planning Process includes an opportunity for interested participants to propose “Energy Efficiency Ideas” for utilities to consider as they develop their 2026-2029 EE Plans.
EE Idea submittals were due on March 22, 2024.
Visit the 2024 Energy Efficiency Ideas page to review all idea submittals.

Wednesday, April 10 SAG Meeting
2024-04-10 09:00 - 12:30
The purpose of the April 10 meeting is for “Energy Efficiency Ideas” to be presented. The agenda and materials will be posted and circulated in advance.
Wednesday, April 10 SAG Agenda
SAG Facilitator Introduction: April EE Idea Meetings
Vote Solar EE Idea Presentation
Joint Stakeholder EE Ideas Presentation
Follow-up:

April 10, 2024 Large Group SAG Attendees and Notes
Summary of Follow-up Items from April 9-10 SAG Meetings
ComEd Responses to April 10 Follow-up Items

SAG Process Background:

The 2024 SAG Portfolio Planning Process includes an opportunity for interested participants to propose “Energy Efficiency Ideas” for utilities to consider as they develop their 2026-2029 EE Plans.
EE Idea submittals were due on March 22, 2024.
Visit the 2024 Energy Efficiency Ideas page to review all idea submittals.

Tuesday, April 16 SAG Meeting
2024-04-16 09:00 - 12:30
The purpose of the April 16 meeting is for “Energy Efficiency Ideas” to be presented. The agenda and materials will be posted and circulated in advance.
Tuesday, April 16 SAG Agenda
SAG Facilitator Introduction: April EE Idea Meetings
DarkSky Chicago EE Idea Presentation: The Effective Use of Outdoor Lighting for EE
Mendota Group EE Idea Presentation: Market Access Program Design
RMI and the Advanced Building Construction Collaborative EE Idea Presentation: Scalable Building Retrofits
Joint Stakeholder EE Idea Presentation: Braiding and Leveraging Inflation Reduction Act (IRA) Rebates with Existing Programs
Joint Stakeholder EE Idea Presentation: Residential Market Rate Weatherization
Elevate EE Idea Presentation: Home EE Electrification
Follow-up:

April 16, 2024 Large Group SAG Attendees and Notes
Summary of Follow-up Items from April 16-17 SAG Meetings

Responses to Follow-up Items:
Elevate EE Idea – Market Development Initiative Diverse Business Support
Elevate will consider how to manage Personally Identifiable Information due to cyber security risks.

We acknowledge that there is a cyber security risk from all contractors, not just diverse contractors, working within the utility energy efficiency programs. Contractors do work with Personally Identifiable Information of customers. We believe the utilities and their program implementers are working on this issue and should continue to work on program processes and/or providing training and support to contractors to reduce those risks. In addition, our energy efficiency idea does not impact this risk one way or another. We believe this question might warrant a separate conversation to fully discuss and address this topic.

SAG Process Background:

The 2024 SAG Portfolio Planning Process includes an opportunity for interested participants to propose “Energy Efficiency Ideas” for utilities to consider as they develop their 2026-2029 EE Plans.
EE Idea submittals were due on March 22, 2024.
Visit the 2024 Energy Efficiency Ideas page to review all idea submittals.

Wednesday, April 17 SAG Meeting
2024-04-17 09:00 - 12:30
The purpose of the April 17 meeting is for “Energy Efficiency Ideas” to be presented. The agenda and materials will be posted and circulated in advance.
Wednesday, April 17 SAG Agenda
SAG Facilitator Introduction: April EE Idea Meetings
IQ South EE Ideas Presentation
Elevate EE Idea Presentation: Diverse Contractor Support
Joint Stakeholder EE Idea Presentation: Residential IQ Ideas
Follow-up:

April 17, 2024 Large Group SAG Attendees and Notes
Summary of Follow-up Items from April 16-17 SAG Meetings

Background:

The 2024 SAG Portfolio Planning Process includes an opportunity for interested participants to propose “Energy Efficiency Ideas” for utilities to consider as they develop their 2026-2029 EE Plans.
EE Idea submittals were due on March 22, 2024.
Visit the 2024 Energy Efficiency Ideas page to review all idea submittals.

Wednesday, April 24 Network Lighting Controls Subcommittee Meeting
2024-04-24 10:00 - 11:30
The Network Lighting Controls Subcommittee will meet on Wednesday, April 24
Purpose of April 24 meeting:

For Ameren Illinois and ComEd to update Subcommittee participants on the progress of network lighting control measures and report-out on 2023; and
To request feedback from Subcommittee participants on network lighting controls for 2026-2029 EE Plans.

Wednesday, April 24 Network Lighting Controls Subcommittee Agenda
Ameren Illinois Network Lighting Controls Update
ComEd Network Lighting Controls Update
Follow-up: April 24, 2024 Attendee List and Notes

Visit the Network Lighting Controls Subcommittee webpage for additional information about this Subcommittee.

Tuesday, April 30 SAG Equity Subcommittee Meeting
2024-04-30 10:30 - 12:30
The SAG Equity Subcommittee will meet on Tuesday, April 30 (10:30 am – 12:30 pm)
April 30, 2024 SAG Equity Subcommittee Agenda – Joint with IQ North Committee and IQ South Committee
Nicor Gas Presentation: Market Development Initiative Update
SEEL Presentation: SEEL Capabilities and CEJA Workforce Overview
Follow-up: April 30, 2024 SAG Equity Subcommittee Attendees and Notes

Visit the SAG Equity Subcommittee webpage for additional information about this Subcommittee

Tuesday, May 14 SAG Meeting (Day 1)
2024-05-14 09:30 - 12:30
Purpose of May 14 meeting:

For Ameren Illinois to present an update on electric utility savings goal challenges; and
For Illinois utilities to respond to EE Ideas presented to SAG on April 9 and April 16

Tuesday, May 14 SAG Agenda
SAG Facilitator Introduction: May SAG Meetings
Ameren Illinois Presentation: Electric Savings Goals Update
General Utility Statements in Response to SAG EE Ideas
EE Idea Spreadsheet Tracker: Utility Responses to Ideas
Word Version: Utility Responses to EE Ideas at May 14 SAG Meeting
Follow-up: May 14, 2024 Large Group SAG Attendees and Notes
Follow-up Items:

RMI Idea on Decarbonization Retrofits: Eva Rosenbloom (RMI) to share follow-up case study information.
Joint Stakeholder Idea for Utility Commitments to Leverage leveraging Inflation Reduction Act funding: Kari Ross – Stakeholders are interested in feedback from utilities on the six suggestions in the IRA idea submitted.

Wednesday, May 15 SAG Meeting (Day 2)
2024-05-15 09:30 - 12:30
Purpose of May 15 meeting: For Illinois utilities to respond to EE Ideas presented to SAG on April 10 and April 17. Responses to income qualified (IQ) ideas are grouped in the May 15 meeting.
Wednesday, May 15 SAG Agenda
SAG Facilitator Introduction: May SAG Meetings
General Utility Statements in Response to SAG EE Ideas
EE Idea Spreadsheet Tracker: Utility Responses to Ideas
Word Version: Utility Responses to EE Ideas at May 15 SAG Meeting
Follow-up: May 15, 2024 Large Group SAG Attendees and Notes
Follow-up Items:

Joint Stakeholder Proposal to Drop Energy Efficiency Kits:

Phil Mosenthal is interested in reviewing evaluations on kit programs.
Kari Ross suggested stakeholders are interested in how the EE kit programs are working, and what might be able to be changed about the programs.

Joint Stakeholder Idea to Enhance IQ Multifamily Building Owner Outreach:

Kari Ross asked if utilities point stakeholders to more information about program outreach or a list of outreach mechanisms that are being used in IQ multi-family programs.

Joint Stakeholder Idea to Change Nicor + ComEd’s joint Affordable New Construction program’s base measure package to include electric heat pump and heat pump water heaters:

Karen Lusson is interested in written materials about the Nicor and ComEd Joint Affordable New Construction Program, and the ComEd electrification new construction program.
Rashaan Keeton: Regarding Affordable Housing New Construction, is there an opportunity to mix and match (such as heat pump space heating + HW with gas backup & gas stove) or is it strictly one pathway or the other?

Joint Stakeholder Idea that Ameren should launch a super-efficient, all-electric residential new construction program analogous to ComEd’s

Ameren is interested in stakeholders sharing more information about the cost / benefit analysis for this idea.

Monday, June 10 Market Transformation Savings Working Group Meeting
2024-06-10 13:00 - 15:00
The Market Transformation Working Group will meet on Monday, June 10
Purpose of June 10 meeting:

For Slipstream and MEEA to share a progress update on the Stretch Codes MT initiative;
For Nicor Gas to share a progress update on the High Performance Windows MT initiative; and
For Nicor Gas to share a progress update on the Efficient Rooftop Units MT initiative.

Monday, June 10 MT Savings Working Group Agenda
Slipstream, MEEA and Guidehouse Presentation: Stretch Energy Codes Market Transformation Initiative Update
Nicor Gas Presentation: High Performance Windows MT Initiative – Natural Market Baseline
Nicor Gas Presentation: Efficient Rooftop Units MT Initiative – Logic Model and Market Progress Indicators

Efficient Rooftop Units Logic Model
Efficient Rooftop Units Market Progress Indicators Table

Follow-up: June 10, 2024 SAG MT Working Group Attendee List and Notes
Materials for Review:

ComEd Stretch Codes MT Initiative Materials for Review:

Theory-Based Logic Model for CY2024-CY-2028 (draft 6/10/24)
Energy Savings Framework (draft 6/10/24)
Theory-Based Evaluation Plan for CY2024-CY-2028 (draft 6/10/24)
Comments due by Monday, July 1

Send comments to Jeannette LeZaks, Slipstream (jlezaks@slipstreaminc.org) and CC Celia@CeliaJohnsonConsulting.com

Nicor Gas High Performance Windows MT Initiative Materials for Review:

Nicor Gas June 10 Presentation: High Performance Windows MT Initiative Natural Market Baseline
Comments due by Monday, July 1

Send comments to Randy Opdyke, Nicor Gas (rwopdyke@southernco.com) and CC Celia@CeliaJohnsonConsulting.com

Nicor Gas Efficient Rooftop Units MT Initiative Materials for Review:

Efficient Rooftop Units Logic Model
Efficient Rooftop Units Market Progress Indicators Table
Comments due by Monday, July 1

Send comments to Randy Opdyke, Nicor Gas (rwopdyke@southernco.com) and CC Celia@CeliaJohnsonConsulting.com

Visit the SAG Market Transformation Savings Working Group webpage for additional information about this Working Group.

Wednesday, June 12 SAG Meeting
2024-06-12 09:30 - 12:30
The purpose of the June 12 meeting:

For ComEd and Guidehouse to introduce policy questions;
For Ameren Illinois to introduce a proposed IL Technical Reference Manual (TRM) measure on electric vehicles; and
For Illinois utilities to present an overview of Total Resource Cost Test non-measure level inputs, and any changes for the 2026-2029 EE Plans.

Wednesday, June 12 SAG Agenda
ComEd Proposed Policy Change

SAG Process for Resolving Policy Issues
ComEd Presentation: Energy Efficiency Income Eligible – Allocation of Electrification Savings
Income Eligibility Analysis: ComEd 2024 Update
Guidehouse Memo to ComEd: Allocation of Electrification Savings to Income Eligible (IE) Households and the 25% IE Cap (May 24, 2024)

Introduction to Proposed Illinois TRM Measure – Electric Vehicles

IL-TRM Version 13.0 Update Schedule (VEIC)
Ameren Illinois Presentation: IL-TRM New Measure – Light Duty Electric Vehicles

Total Resource Cost Test (TRC) Non-Measure Level Inputs

Nicor Gas Presentation: Benefit Cost Assumptions
Summary Spreadsheet – Potential 2026-2029 Changes for Illinois Utility Total Resource Cost Test Non-Measure Level Inputs

Follow-up: June 12, 2024 Large Group SAG Attendees and Notes
Comments and Questions Received from Interested SAG Participants:

Community Investment Corp. Questions on ComEd Policy Proposals
Elevate Comments on ComEd Policy Proposals
ICC Staff Comments on Ameren Electric Vehicle Measure Proposal
Illinois Attorney General’s Office and National Consumer Law Center Comments on Ameren Electric Vehicle Measure Proposal and ComEd Policy Proposals
NRDC Comments on Ameren Electric Vehicle Measure Proposal and ComEd Policy Proposals

Wednesday, July 17 SAG Meeting
2024-07-17 09:30 - 12:30
Purpose of July 17 Large Group SAG meeting:

For Illinois utilities to follow-up on Total Resource Cost Test non-measure level inputs changes for the 2026-2029 EE Plans;
To educate participants on market effects evaluation efforts for Ameren Illinois; and
For Illinois utility evaluators to educate SAG on the approach to tracking the Net-to-Gross for Disadvantaged Areas policy.

Wednesday, July 17 SAG Agenda
SAG Facilitator Introduction to July Meeting
Joint Utilities Update, Presented by Nicor Gas: Benefit Cost Assumptions
Opinion Dynamics Presentation: Ameren Illinois Residential Market Effects Evaluation Approach
SAG Facilitator Presentation: Introduction to Net-to-Gross for Disadvantaged Areas Policy
Guidehouse Presentation: Impact of the Disadvantaged Areas Net-to-Gross Policy on ComEd, Nicor Gas, Peoples Gas and North Shore Gas
Opinion Dynamics Presentation: Overview of Disadvantaged Areas Net-to-Gross Tracking for Ameren Illinois
Follow-up: July 17, 2024 Large Group SAG Attendees and Notes

Thursday, July 18 SAG Small Group Meeting
2024-07-18 10:00 - 12:00
A SAG Small Group meeting to follow-up on the ComEd policy proposals and Ameren Illinois electric vehicle measure presented to SAG on June 12 will be held on Thursday, July 18 (10:00 am – 12:00 pm)
Thursday, July 18 SAG Small Group Agenda
SAG Facilitator Introduction to July 18 Small Group Meeting
ComEd Update on Policy Proposals: Income Eligible Energy Efficiency Electrification Allocation and Energy Efficiency Electrification Baseline Adjustment
The following comments were submitted by interested SAG participants for the June 26, 2024 deadline:

Community Investment Corp. Questions on ComEd Policy Proposals
Elevate Comments on ComEd Policy Proposals
ICC Staff Comments on Ameren Electric Vehicle Measure Proposal
Illinois Attorney General’s Office and National Consumer Law Center Comments on Ameren Electric Vehicle Measure Proposal and ComEd Policy Proposals
NRDC Comments on Ameren Electric Vehicle Measure Proposal and ComEd Policy Proposals

Follow-up: July 18, 2024 Small Group SAG Attendees and Notes

Wednesday, July 24 SAG Equity Subcommittee Meeting
2024-07-24 09:30 - 12:30
The SAG Equity Subcommittee will meet on Wednesday, July 24 (9:30 am – 12:30 pm)
Purpose of July 24 meeting: To educate Subcommittee participants on the Ameren Illinois Market Development Initiative assessment.
July 24, 2024 SAG Equity Subcommittee Agenda – Joint with IQ North Committee and IQ South Committee*
The JPI Group and Opinion Dynamics Presentation: Ameren Illinois Market Development Initiative Assessment
Follow-up: July 24, 2024 SAG Equity Subcommittee Attendees and Notes
*Two topics planned for the July 24, 2024 Equity Subcommittee meeting are rescheduled for August 19, 2024 due to a meeting security issue that occurred during the July 24 meeting.

Visit the SAG Equity Subcommittee webpage for additional information about this Subcommittee

Tuesday, August 13 SAG Meeting
2024-08-13 10:00 - 12:00
The purpose of the August 13 SAG meeting is to discuss draft EE baseline and potential study results for Ameren Illinois, ComEd, and Nicor Gas.
Tuesday, August 13 SAG Agenda
SAG Facilitator Introduction to August 13 Meeting
GDS Associates Presentation: Illinois 2023 Baseline and Potential Study – Key Observations and Draft Results
Follow-up: August 13, 2024 Large Group SAG Attendees and Notes

Follow-up Questions on Key Baseline Study Findings:

Kari Ross – Do you know if the buildings involved in these visits had previously opted-into EE C&I programs or not?
Karen Lusson – Will you be presenting a slide on residential cooling potential?
Seth Craigo-Snell – Do we have any information from the study about heat delivery through the homes (forced air vs water vs steam)?

Follow-up Questions on Potential Study Results:

Seth Craigo-Snell: I am really struggling to understand how the individual measures that are presented in slide 37 were chosen/identified. There are several of these measures on both the residential and nonresidential side that don’t make sense to me as key measures (e.g., on the residential side: refrigerators, ground source heat pumps and on the non-res side: Advanced power strips). So, I guess my questions are: What are the driving parameters in the modeling for the development of these measure listings? Are these scenarios (RAP and SMAP) budget limited?

Monday, August 19 Equity Subcommittee Meeting
2024-08-19 10:00 - 12:00
The SAG Equity Subcommittee will meet on Monday, August 19 (10:00 am – 12:00 pm)*
*Two topics planned for the July 24 Equity Subcommittee meeting will be presented on August 19 due to a meeting security issue that occurred during the July 24 meeting.

Purpose of August 19 meeting:

For Peoples Gas and North Shore Gas to present a Market Development Initiative update; and
For ComEd to present a Market Development Initiative update.

Monday, August 19, 2024 SAG Equity Subcommittee Agenda
Peoples Gas and North Shore Gas Presentation: Market Development Initiative Update
ComEd Presentation: Market Development Initiative Update
Follow-up: August 19, 2024 SAG Equity Subcommittee Attendees and Notes

Visit the SAG Equity Subcommittee webpage for additional information about this Subcommittee

Thursday, August 29 Market Transformation Savings Working Group Meeting
2024-08-29 13:00 - 15:30
The Market Transformation Savings Working Group will meet on Thursday, August 29
Thursday, August 29 MT Savings Working Group Agenda
Nicor Gas Efficient Rooftop Unit Initiative – Overview of Natural Market Baseline Review for Comments
Nicor Gas Residential HVAC Gas Heat Pumps MT Initiative – Overview of Natural Market Baseline Review for Comments
Nicor Gas and Guidehouse Presentation: Theory-Based Evaluation Approach for Nicor Gas MTI Programs
Guidehouse Memo: Nicor Gas Market Transformation Initiative: Residential Gas Heat Pump Theory-based Evaluation Plan (August 29, 2024)
Guidehouse Memo: Nicor Gas Market Transformation Initiative: High Performance Windows Theory-based Evaluation Plan (August 29, 2024)
Ameren Illinois Presentation: High Performance Windows MT Initiative Update
Ameren Illinois Presentation: Luminaire Level Lighting Controls MT Initiative Update
Follow-up: August 29, 2024 SAG MT Working Group Attendee List and Notes

Feedback is requested on the following documents:

Nicor Gas Efficient Rooftop Unit Initiative – Overview of Natural Market Baseline Review for Comments

Comments due Friday, September 13
Send feedback to:

Randy Opdyke, Nicor Gas (rwopdyke@southernco.com)
Rocco Guaragno, Resource Innovations (aguaragno@resource-innovations.com)
Please CC Celia@CeliaJohnsonConsulting.com

Nicor Gas Residential HVAC Gas Heat Pumps MT Initiative – Overview of Natural Market Baseline Review for Comments

Comments due Friday, September 13
Send feedback to:

Randy Opdyke, Nicor Gas (rwopdyke@southernco.com)
Please CC Celia@CeliaJohnsonConsulting.com

Logic Model and Market Progress Indicators for Ameren Illinois High Performance Windows MT Initiative

Comments due Friday, September 13
Send feedback to:

Tim Dickison, Ameren Illinois (TDickison@ameren.com)
Brady Nemeth, Resource Innovations (bnemeth@resource-innovations.com)
Please CC Celia@CeliaJohnsonConsulting.com

Natural Market Baseline for Ameren Illinois High Performance Windows MT Initiative

Comments due Friday, September 13

Send feedback to:

Tim Dickison, Ameren Illinois (TDickison@ameren.com)
Brady Nemeth, Resource Innovations (bnemeth@resource-innovations.com)
Please CC Celia@CeliaJohnsonConsulting.com

Guidehouse Memo: Nicor Gas Market Transformation Initiative: High Performance Windows Theory-based Evaluation Plan (August 29, 2024)

Comments due Friday, September 20

Send feedback to:

Randy Opdyke, Nicor Gas (rwopdyke@southernco.com)
Kathryn Collins, Guidehouse (Kathryn.collins@guidehouse.com)
Please CC Celia@CeliaJohnsonConsulting.com

Guidehouse Memo: Nicor Gas Market Transformation Initiative: Residential Gas Heat Pump Theory-based Evaluation Plan (August 29, 2024)

Comments due Friday, September 20

Send feedback to:

Randy Opdyke, Nicor Gas (rwopdyke@southernco.com)
Kathryn Collins, Guidehouse (Kathryn.collins@guidehouse.com)
Please CC Celia@CeliaJohnsonConsulting.com

Visit the SAG Market Transformation Savings Working Group webpage for additional information about this Working Group.
