Reporting Working Group

Background on Utility Reporting

Illinois utilities prepare quarterly and annual reports on EE portfolio progress.

  • Quarterly and annual reports are filed with the ICC, posted on the Utility Reports page of the SAG website, and circulated to SAG.
  • Illinois utilities report-out to the large group SAG twice per year on EE portfolio progress.
  • There is a lengthy list of quarterly and annual reporting requirements already included in the Policy Manual, and reporting may also be referenced in utility EE Plan stipulated agreements.
  • The SAG Reporting Working Group meets on an as-needed basis to discuss utility reporting.

Working Group Participation

Participation in the Reporting Working Group is open to all, unless a topic may present a financial conflict of interest. Please contact the SAG Facilitator to join this Working Group: [email protected]

2026 Meetings

There are no SAG Reporting Working Group meetings are planned at this time, due to the June 1, 2026 statutory EE Plan filing deadline.

2025 Meetings

2025 Reporting Policy Proposal

During the July 23 Large Group SAG meeting, Ameren Illinois presented a proposed reporting policy change: Ameren Illinois Policy Proposal Presentation

To follow-up on the July 23 discussion, Ameren Illinois prepared redline edits to the following documents:

Comments Received on Proposed Policy Edits (due August 15, 2025):

There was a follow-up discussion in the September 8, 2025 Reporting Working Group meeting. There was an opportunity for additional feedback from the SAG Reporting Working Group. Ameren Illinois received no substantive feedback following the second comment opportunity. The updated Policy Manual Version 3.1 was approved in December 2025 in ICC Docket No. 25-0984.

Final Reporting Metrics – June 2024

Equity and Affordability Metrics:

Diverse Contracting Metrics:

Income Qualified Health and Safety Metrics:

Income Qualified Multi-Family Metrics:

Fall 2023/Early 2024 Reporting Working Group Meetings

The purpose of the SAG Reporting Working Group Metrics Process in fall 2023 and early 2024 is for Illinois utilities and interested stakeholders to reach consensus on specific reporting metrics to address the new reporting principles added to Policy Manual Version 3.0, including:

  • Income Qualified Multi-Family Reporting Principles
  • Income Qualified Health and Safety Reporting Principles
  • Equity and Affordability Reporting Principles
  • Diverse Contracting Reporting Principles

The new reporting principle policies added to Policy Manual Version 3.0 (finalized in fall 2023) are available here: Reporting Principles Added to Policy Manual Version 3.0 (Final 9/25/2023)

The following Reporting Working Group meetings were held to discuss reporting metrics:

Several small group discussions were held to resolve open items. Open items were resolved in June 2024.

2023 Reporting Working Group Meetings

2022 Reporting Working Group Meetings

2021 Reporting Working Group Meetings