Policy Manual Version 3.0 Subcommittee

Purpose

The purpose of the Policy Manual Subcommittee Version 3.0 update process is to discuss proposed Illinois energy efficiency policies and reach agreement on Illinois Energy Efficiency Policy Manual Version 3.0. If there are proposed policies that may belong in the Illinois TRM Policy Document, that document will also be updated.

Process

• Process Documents:
  • Key Steps to SAG Policy Manual Update Process
  • Policy Manual Version 3.0 Subcommittee Plan
  • Policy Manual Subcommittee Policy Principles – Questions to Consider (SAG Facilitator)
• Background on Policy Manual: SAG Facilitator Presentation: Policy Manual Version 3.0 Update Process
• Participation: Participation in the Policy Manual Subcommittee update process meetings for Policy Manual Version 3.0 is open to all interested SAG and IQ EE Committee participants. SAG participants will be invited to self-select into joining the Policy Manual Subcommittee. Contact the SAG Facilitator to join the Subcommittee distribution list.
• Subcommittee Meeting Materials: For transparency and ease of review, draft policy documents will be posted on this webpage throughout the Policy Manual update process.
• Final Consensus: Final consensus will be between utilities and non-financially interested stakeholders.

Policy Manual Subcommittee Schedule

• Meeting #1: Thursday, June 23, 2022 (teleconference)
• Meeting #2: Wednesday, August 3, 2022 (teleconference)
• Meeting #3: Wednesday, September 21, 2022 (teleconference)
• Meeting #4: Wednesday, October 19, 2022 (in-person *Chicago* with teleconference option)
• Meeting #5: Wednesday, November 9, 2022 (teleconference)
• Meeting #6: Wednesday, December 14, 2022 (teleconference)
• Meeting #7: Wednesday, January 18, 2023 (teleconference)
• Meeting #8: Wednesday, February 15, 2023 (in-person *Chicago* with teleconference option)
• Meeting #9: Wednesday, March 15, 2023 (teleconference)
• Meeting #10: Wednesday, April 19, 2023 (teleconference)
• Meeting #11: Wednesday, May 31, 2023 (teleconference)
• Meeting #12: Wednesday, June 21, 2023 (teleconference)

Policy Manual Small Group Schedule

Policy Manual Small Group meetings are established to discuss follow-up from Subcommittee meetings, with a smaller group of interested participants. The Small Groups will report-back to the Subcommittee, as needed.

Policy Manual Small Group: Leveraging Co-Funding

• Monday, March 13 Meeting Agenda
  • 3/13 Edits to ComEd Policy Proposal
  • March 13, 2023 Policy Manual Small Group Meeting Notes
• Thursday, February 16, 2023 Meeting Agenda
  • 2/16 Edits to ComEd Policy Proposal
  • February 16, 2023 Policy Manual Small Group Meeting Notes
• Thursday, February 9, 2023 Meeting Agenda
  • ComEd Presentation: Framework for Claiming Savings from Co-Funding Programs Follow-Up
  • Stakeholder Edits to ComEd Policy Proposal (NCLC and NRDC)
  • February 9, 2023 Policy Manual Small Group Meeting Notes

Policy Manual Small Group: NTG for Disadvantaged Areas

• The next NTG for Disadvantaged Areas Small Group meeting will be scheduled soon
  • Summary of Various Economically Disadvantaged Community Definitions and Tools (Compiled by SAG Facilitator)
• Wednesday, January 25, 2023 Meeting Agenda
  • Ameren Illinois Presentation: Disadvantaged Areas Policy Proposal
  • January 25, 2023 Policy Manual Small Group Meeting Notes

Policy Manual Small Group: TRM Administrator Role

• Friday, December 2, 2022 Meeting

Policy Manual Small Group: Statewide Potential Study

• Thursday, November 17, 2022 Meeting

Policy Manual Small Group: Single Family IQ Eligibility 

• Wednesday, October 13, 2022 Meeting
• October 13, 2022 Policy Manual Small Group Meeting Notes

Interim Policy Resolution

Single Family Income Qualified Eligibility Verification Guidelines – Interim Resolution (Final, November 2022)

Current Policy Tracker

Proposed Policy Tracker (updated 3/15/23)

Comments Received

Cost/Benefit Edits to Policy Manual Section 8:

• PG/NSG Policy Manual Section 8 Comments
• Blacks in Green Policy Manual Section 8 Comments

Final Draft Policy Documents

The following policies have been discussed by the Policy Manual Subcommittee and are in “final draft” form:

• Electrification Policies
  • Interactive Effects Final Draft
• Income Qualified Policies
  • All IQ Items Discussed Through SAG Should Be Grouped Together
  • One Stop Shop Program Design Definition for IQ Multifamily Retrofit
  • Income Qualified Multi-Family Reporting Principles Final Draft
  • Health and Safety Reporting Principles Final Draft
• Independence Policies
  • IL-TRM Administrator Role Policy – Track Changes Edits to Policy Manual and Track Changes Edits to IL-TRM Policy Document
  • IL-TRM Administrator and Independent Evaluator Contract Review Policy

Meeting Materials

Meeting #9: Wednesday, March 15, 2023

March 15, 2023 Policy Manual Subcommittee Agenda

SAG Facilitator Introduction:

• • Policy Manual Process Reminder
  • Spring – Summer 2023 Policy Manual Planning Summary

Income Qualified Policy Proposals:

• • Diverse Contracting Reporting (Ameren Illinois Counterproposal) 
  • SAG Conflict of Interest Policy (edits to follow-up on Feb. Policy Manual meeting)
  • LIEEAC Facilitator Independence (ComEd policy proposal)

Program Administration Policy Proposal: Cumulative Persisting Annual Savings (CPAS) Goal Setting (ComEd)

Independence Policy Proposal: IL-TRM Administrator and Independent Evaluator Contract Review (Ameren Illinois)

Follow-up to March 15 Meeting:

• March 15, 2023 Policy Manual Subcommittee Meeting Notes
• Summary of Next Steps from March Policy Manual Meeting
• Proposed Policy Tracker (updated 3/15/23)

Meeting #8: Wednesday, February 15, 2023

February 15, 2023 Policy Manual Subcommittee Agenda

Income Qualified Reporting

• • Equity and Affordability Principles + Metrics (Joint Stakeholder Proposal)
  • Diverse Contracting Reporting Metrics (NCLC / COFI Proposal – updated 2/15)
  • IQ Multifamily Reporting Principles – Clean Draft for Review following Dec. Meeting 
  • IQ Health and Safety Reporting Principles – Clean Draft for Review following Dec. Meeting

Income Qualified Process Policies (IQ N Committee Facilitator and IQ N Committee Leadership Team)

TRM Administrator Role

• • Policy Manual Edits – Updated following Dec. Meeting
  • IL-TRM Policy Document Edits – Updated following Dec. Meeting
  • Excerpt from SAG Process Guidance Document – Current SAG Financial Conflict of Interest Policy

Electrification

• • Peoples Gas & North Shore Gas Presentation: Fuel Switch Feedback
    • Peoples Gas & North Shore Gas Fuel Switching Policy Proposal
    • ACEEE Paper from 2020 Summer Study on Energy Efficiency in Buildings: Optimizing Energy Efficiency in Residential Heating Applications – What are the Options? What are the Impacts?
  • Nicor Gas Presentation: Electrification Policy Proposals – Response to Stakeholder Comments
    • Nicor Gas Policy Proposal: Electrification Bill Impacts
    • Nicor Gas Policy Proposal: Electrification Energy Consumption Reduction

Electrification Comments Received

• • Summary Table – Electrification Comments Received (2/13/2023)
  • Comments on Peoples Gas & North Shore Gas Fuel Switching Policy Proposal:
    • Ameren Illinois Comments – see summary table
    • Blacks in Green Fuel Switching Comments
    • ComEd Comments – see summary table
    • IL AG’s Office + National Consumer Law Center Fuel Switching Comments
    • NRDC Comments – see summary table
  • Comments on Nicor Gas Electrification Bill Impacts Policy Proposal:
    • Ameren Illinois Comments – see summary table
    • Blacks in Green Bill Impacts Comments
    • ComEd Comments – see summary table
    • IL AG’s Office + National Consumer Law Center + NRDC Bill Impacts Comments
  • Comments on Nicor Gas Electrification Bill Impacts Policy Proposal:
    • Ameren Illinois Comments – see summary table
    • Blacks in Green Electrification Energy Consumption Reduction Comments
    • ComEd Comments – see summary table
    • IL AG’s Office + National Consumer Law Center + NRDC Electrification Energy Consumption Reduction Comments

Follow-up to February 15 Meeting:

• February 15, 2023 Policy Manual Subcommittee Meeting Notes
• Summary of Next Steps from February Policy Manual Meeting
• Proposed Policy Tracker (updated 2/28/23)

Meeting #7: Wednesday, January 18, 2023

January 18, 2023 Policy Manual Subcommittee Agenda

ComEd Policy Proposal: Cumulative Persisting Annual Savings Goal Setting

Follow-up from December Meeting: Interactive Effects Joint Stakeholder Proposal

Peoples Gas & North Shore Gas Policy Proposal: Fuel Switching

• • AEG Memo to PG & NSG: Fuel Switching / Electrification Research

Nicor Gas Policy Proposal: Electrification Bill Impacts

Nicor Gas Policy Proposal: Electrification Energy Consumption Reduction

Follow-up to January 18 Meeting:

• January 18, 2023 Policy Manual Subcommittee Meeting Notes
• Summary of Next Steps from January Policy Manual Meeting
• Proposed Policy Tracker (updated 1/26/23)
• Documents for review (comments due Wed. Feb. 8):
  1. Peoples Gas & North Shore Gas Fuel Switching Policy Proposal
  2. Nicor Gas Policy Proposal: Electrification Bill Impacts
  3. Nicor Gas Policy Proposal: Electrification Energy Consumption Reduction
  4. Redline Policy Manual Edits (reflecting costs as costs and benefits as benefits)

Meeting #6: Wednesday, December 14, 2022

December 14, 2022 Policy Manual Subcommittee Agenda

Interactive Effects Compromise Policy Proposal

TRM Administrator Role – Redline Edits Proposed by ComEd (follow-up from Small Group meeting):

• • Redline Edits to Policy Manual
  • Redline Edits to IL-TRM Policy Document

Income Qualified Reporting:

• • IQ Multifamily Reporting Principles (Proposed Edits following Nov. Meeting)
  • IQ Health & Safety Reporting Principles (Proposed Edits following Nov. Meeting)
  • Diverse Contracting Reporting Metrics (NCLC / COFI Proposal)
  • Equity and Affordability Principles + Metrics (Joint Stakeholder Proposal)

Follow-up to December 14 Meeting:

• December 14, 2022 Policy Manual Subcommittee Meeting Notes
• Summary of Next Steps from December Policy Manual Meeting
• Proposed Policy Tracker (updated 12/14/22)
• Meeting Documents:
  • Interactions between Electrification and Other Efficiency Measures 
  • TRM Administrator Role
    • Policy Manual Edits
    • TRM Policy Document Edits
  • Electrification Cost-Effectiveness 
  • Single Family IQ Eligibility Verification Guidelines
  • IQ Multifamily Reporting Principles – Clean Draft for Review 
  • IQ Health and Safety Reporting Principles – Clean Draft for Review

Meeting #5: Wednesday, November 9, 2022

November 9, 2022 Policy Manual Subcommittee Agenda

Joint Stakeholder Updated Policy Proposals (IQ Multifamily Reporting, IQ Health and Safety Reporting, and Income Qualified Multifamily (IQ MF) One-Stop Shop Principles)

National Consumer Law Center / Community Organizing on Family Issues Policy Proposal: Diverse Contracting Reporting Metrics

Example Interactive Effects Calculation from VEIC

Follow-up to November 9 Meeting:

• November 9, 2022 Policy Manual Subcommittee Meeting Notes
• Summary of Next Steps from November Policy Manual Meeting
• Edited policy documents from meeting:
  • IQ Multifamily Reporting Principles (Joint Stakeholder Proposal)
  • IQ Health & Safety Reporting Principles (Joint Stakeholder Proposal)
  • IQ Multifamily One-Stop-Shop Principles (Joint Stakeholder Proposal)
• Proposed Policy Tracker (updated 11/16/22)

Meeting #4: Wednesday, October 19, 2022

October 19, 2022 Policy Manual Subcommittee Agenda

SAG Facilitator Presentation: Policy Manual Process Update

Proposed Policy Tracker (updated 10/18/22)

Policy Manual Subcommittee Version 3.0 Plan (Final Draft – 10/17/22)

Opinion Dynamics Presentation: Electrification Savings in Cost-Effectiveness Analyses

Single Family IQ Eligibility Policy Resolution – 10/13 Draft

ComEd Presentation: Co-Funding Policy Proposal

Revised Electrification Cost-Effectiveness Proposal (Ameren Illinois)

Follow-up to October 19 Meeting:

• October 19, 2022 Policy Manual Subcommittee Meeting Notes
• Summary of Next Steps from October Policy Manual Meeting
• Example Interactive Effects Calculation from VEIC
• Proposed Policy Tracker (updated 10/26/22)

Meeting #3: Wednesday, September 21, 2022

September 21, 2022 Policy Manual Subcommittee Agenda

Policy Manual Feedback (SAG Facilitator Presentation)

Proposed Policy Tracker – Feedback Received on Policy Manual Proposals (9/15/2022)

Ameren Illinois Presentation: Single Family Income Qualified Eligibility Policy

ComEd Proposed Policy: IL-TRM Administrator Role

Follow-up to September 21 Meeting:

• September 21, 2022 Policy Manual Subcommittee Meeting Notes
• Proposed Policy Tracker (updated 9/29/22)
• ComEd Proposed Policy: IL-TRM Administrator Role (9/21/22)
• Annette Beitel Comments on IL-TRM Administrator Role (9/21/22)

Meeting #2: Wednesday, August 3, 2022

August 3, 2022 Policy Manual Subcommittee Agenda

Policy Manual Version 3.0 Kick-Off Part 2 (SAG Facilitator Presentation)

Policy Manual Subcommittee Policy Principles – Questions to Consider (SAG Facilitator)

Proposed Policy Tracker – Request for Feedback (updated 8/16/2022)

Policy Manual Subcommittee Version 3.0 Plan:

Policy Manual Subcommittee Version 3.0 Plan (7/26 Clean Version)

Policy Manual Subcommittee Version 3.0 Plan (7/26 Redline Compared to June Draft)

**Scroll below for the list of proposed policies. Proposed policies for discussion August 3 are also linked on the agenda.

Follow-up to August 3 Meeting:

• August 3, 2022 Policy Manual Subcommittee Meeting Notes

Meeting #1: Thursday, June 23, 2022

June 23, 2022 Policy Manual Subcommittee Agenda

Policy Manual Version 3.0 Kick-Off Part 1 (SAG Facilitator Presentation)

Policy Proposal Presentation: Renewable Energy as Energy Efficiency (Guidehouse)

Policy Proposal Presentation: Electrification Cost-Effectiveness (Opinion Dynamics)

Follow-up to June 23 Meeting:

• June 23, 2022 Policy Manual Subcommittee Meeting Notes
• Proposed Policy Tracker (updated 6/27/22)

Policy Proposals for Policy Manual Version 3.0

Policy proposals were due June 17, 2022. Policies submitted after the deadline will not be considered, unless there is consensus with the Subcommittee on adding a new policy proposal to the discussion list. Several policy proposals were removed from the consideration list following feedback submitted in September 2022. The removed proposals can be found at the end of this page.

• Electrification Proposals:
  • Electrification Savings in Cost-Effectiveness (Opinion Dynamics)
  • Electrification Cost-Effectiveness (Ameren Illinois)
  • Interactions Between Electrification and Other Efficiency Measures (Joint Stakeholders**)
  • Fuel Switching Definition (Peoples Gas & North Shore Gas)
  • Electrification Bill Impacts (Nicor Gas)
  • Electrification Energy Consumption Reduction (Nicor Gas)
• Evaluation Proposals:
  • Allowing Renewable Measures Under EE Programs (Guidehouse)
  • Heating Penalties Policies (Opinion Dynamics and Guidehouse)
  • Net-to-Gross (NTG) Clarification (ICC Staff)
  • Weighted Average Measure Life Clarification (ICC Staff)
• Income Qualified / Income Eligible Policy Proposals:
  • Policy Proposals from IQ North Committee Leadership Team and IQ North Facilitator
    • Proposals submitted will be raised for discussion outside the Policy Manual process, except for the following:
      • Local CBOs/CAAs Considered “Non-financially interested parties”
      • Create single section in Policy Manual for IQ Policies
      • All IQ items discussed through SAG should be grouped together
      • Developing general IQ policy principles
  • Single Family IQ Eligibility Verification Guidelines (Ameren Illinois)
  • Net-to-Gross Policy for Disadvantaged Areas (Ameren Illinois)
  • New Income Qualified Accountability Committee Section (Joint Stakeholders*)
  • One-Stop Shop Program Design Definition for IQ Multifamily Retrofit (Joint Stakeholders*)
• Income Qualified / Income Eligible Reporting Proposals:
  • Equity and Affordability Statewide Reporting Metrics (Joint Stakeholders*)
  • IQ Multi-Family Reporting Metrics (Joint Stakeholders*)
  • Health and Safety Reporting (Joint Stakeholders*)
  • Diverse Vendor Reporting (National Consumer Law Center / Community Organizing on Family Issues)
• Independence Policy Proposals:
  • Independence Policy Clarification (ICC Staff)
  • LIEEAC Facilitator Independence (ComEd)
  • IL-TRM Administrator and Independent Evaluator Contract Review (Ameren Illinois)
  • IL-TRM Administrator Role (ComEd)
    • Annette Beitel Comments on IL-TRM Administrator Role (9/21/22)
• Proposals that Relate to Program Administration:
  • CPAS Goal Setting (ComEd)
  • Framework for Claiming Savings from Co-Funded Programs (ComEd)
  • Prohibited Expenses Expansion (ICC Staff)
• Proposals Addressed by SAG from 2019-2021
  • Evaluating Savings from Non-Qualified Equipment (Final, Jan. 2020)

Policy Proposals Removed from Policy Manual Discussion List

• Electrification Proposals
  • Electrification Savings Calculations (Nicor Gas)
  • Assessments for Fuel Switching Measures Using HFCs (Peoples Gas & North Shore Gas)
  • Interactive Effects (VEIC)
    • Interactive effects will be discussed with the stakeholder proposal regarding “Interactions Between Electrification and Other Efficiency Measures”
  • Greenhouse Gas Savings Calculations (Nicor Gas)
• Income Qualified / Income Eligible Policy Proposals
  • Policy Proposals from IQ North Committee Leadership Team and IQ North Facilitator
• Proposals that Relate to Program Administration
  • Statewide Potential Study (Joint Stakeholders***)
• Proposals Addressed by SAG from 2019-2021
  • Market Transformation Policy Issues (Final Draft from 2020)
  • Estimating Savings in Calendar Year 2020 and Calendar Year 2021 Due to COVID-19 Pandemic (Final, March 2021)
  • Using the Project Application Date to Determine the IL-TRM Version Followed by the Affordable Housing New Construction Program (Final, Dec. 2019)
  • Income Eligibility Verification for Low Income Customers (Final, July 2020)
    • This is removed because it relates to the Single Family Income Qualified (IQ) Eligibility Verification Proposal

*Joint Stakeholders = The following Illinois Energy Efficiency for All (IL EEFA) Coalition Members and EE Settlement Groups: ACES 4 Youth, Blacks in Green/Green Power Alliance, City of Chicago, Community Investment Corporation (CIC), Citizens Utility Board (CUB), Natural Resources Defense Council (NRDC), People for Community Recovery (PCR), and National Consumer Law Center (NCLC) / Community Organizing on Family Issues (COFI).

**Joint Stakeholders = City of Chicago, NRDC, CUB, NCLC / COFI

***Joint Stakeholders = NRDC, ICC Staff, NCLC / COFI