Market Transformation Savings Working Group

Purpose

The purpose of the SAG Market Transformation Savings Working Group (MT Savings Working Group) is:

  1. To provide a forum to discuss policy issues related to market transformation (MT) savings evaluation and estimation
  2. To provide an opportunity to review specific MT initiatives and the data/approach proposed to be used to develop savings, including but not limited to:
    1. Logic Models
    2. Savings/unit
    3. Total market unit data collection
    4. Natural market baseline data and projections
    5. Service territory accounting
    6. Market progress indicators
    7. The duration of any MT savings credit
  3. To discuss evaluation questions related to MT initiatives; and
  4. To discuss, and if possible, reach consensus on savings protocols for MT initiatives that may be included in the IL-TRM

​The MT Savings Working Group will report-back to the large group SAG following discussions, as needed.

Background

Market transformation programs were administered by the Illinois Department of Commerce and Economic Opportunity from 2008 – 2017. Per the Future Energy Jobs Act, the administration of these programs shifted to the utilities on June 1, 2017. The MT Savings Working Group was created in early 2019. In 2019, the MT Savings Working Group reached agreement on a “Framework for Counting Market Transformation Savings in Illinois”, which was included in IL-TRM Version 8.0. Since the development of the framework, the MT Savings Working Group meets regularly basis to discuss Illinois market transformation initiatives.

Participation

Participation in the MT Savings Working Group is open to all interested SAG participants, unless a topic may present a financial conflict of interest or when consensus resolution is needed, such as finalizing savings protocols for specific market transformation initiatives and finalizing policy issues. SAG participants are invited to self-select into the Working Group. Please contact the SAG Facilitator, Celia Johnson, to join this Working Group: [email protected]

2023 IL-TRM Attachment C

Definition of Market Transformation in Illinois

Market Transformation is the strategic process of intervening in a market to create lasting change that results in the accelerated adoption of energy efficient products, services and practices.

See IL-TRM Attachment C, page 126.

2024 Meetings

2023 Meetings

Market Transformation Savings Protocol Process Recommendation

Click here to download the Market Transformation Savings Protocol Process Recommendation (Final 8/23/2022)

In 2022, the Working Group developed the Market Transformation Savings Protocol Process Recommendation which aims to:

  • Formalize the MT process to streamline activities to reach consensus on MT Savings Protocols
  • Define a set of recommended deliverables and work products that build to final MT Savings Protocols
  • Provide recommendations on the recommended order of operations by deliverables and work products
  • Define a recommended set of activities and components
  • Define the development of a dashboard to provide regular updates to SAG MT Savings Working Group participants

The processes outlined in this document are recommendations, to provide guidance for actors working on MT initiatives in Illinois. The Process Recommendations document is not meant to be a formal checklist, with a requirement to complete each step, but rather a recommendation of process to minimize the time necessary to reach consensus on MT Savings Protocols by developing a foundation of information and agreement on the components of MT Savings Protocols prior to utility implementation of a MT initiative. Process steps may differ by MT initiative.

Illinois Market Transformation Resources

2022 Meetings

2021 Meetings

SAG Market Transformation Savings Working Group 2021 Plan (Final)

2020 Meetings

SAG Market Transformation Working Group Plan for 2020 (final)

  • Q1 Meeting: February 13, 2020
    • MT Savings Working Group: 2020 Plan (SAG Facilitator)
    • Proposed Resolution: MT Policy Questions
    • Update from Midwest Market Transformation Collaborative (Resource Innovations)
  • Q2 Meeting: May 19, 2020
    • MT Working Group Process Overview (SAG Facilitator)
    • MT Policy Resolution (Resource Innovations and MEEA)
    • Status Update on IL MT Initiatives (Resource Innovations)
  • Q3 Meeting: Wednesday, July 22, 2020
    • MT Working Group Process Overview (SAG Facilitator)
    • Follow-up discussion on MT policies (Resource Innovations and MEEA)
    • ComEd Retail Products Platform Update
    • Stretch Codes and Building Performance Standards Project (Slipstream and MEEA)
    • Code Compliance MT Implementation Plan (MEEA)
  • Q4 Meeting: Monday, October 19, 2020
    • Update on Draft MT Policies (SAG Facilitator)
    • Commercial Food Service Pilot Update (GTI; Frontier Energy; and Resource Innovations)
    • Brief Initiative Updates
      • ComEd Retail Products Platform
      • Building Operator Certification (MEEA)

2019 Meetings

SAG Market Transformation Savings Working Group Plan for 2019 (final, v2)

  • Meeting #1: Monday, March 11, 2019
    • IL Landscape for Market Transformation (ComEd)
    • Attribution of MT Savings (Navigant)
    • Midwest MT Collaborative (Resource Innovations)
  • Meeting #2: Friday, May 10, 2019
    • MT Savings Working Group: 2019 Plan (SAG Facilitator)
    • Outline of Framework for MT Savings Whitepaper (Resource Innovations)
  • Meeting #3: Friday, June 14, 2019
    • Follow-up discussion on MT Savings Whitepaper
  • Meeting #4: Wednesday, July 17, 2019
    • Follow-up discussion on MT Savings Whitepaper
  • Meeting #5: Monday, August 19, 2019
    • Discuss final feedback on MT Savings Whitepaper (for inclusion in IL-TRM Version 8.0)
  • Meeting #6: Wednesday, November 20, 2019
    • SAG MT Savings Working Group Next Steps in 2020 (SAG Facilitator)
    • Midwest MT Collaborative Update (ComEd and Nicor Gas)
    • Open MT Policy Questions (MEEA)
    • ComEd Update on MT Initiatives
    • Code Field Study Results (MEEA and ComEd)