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 is also referenced in 2022-2025 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]
Final Reporting Metrics – June 2024
Equity and Affordability Metrics:
- Equity and Affordability Reporting Metrics (Final Clean PDF 6/20/2024)
- Equity and Affordability Reporting Metrics (Final Redline Word Version 6/20/2024)
Diverse Contracting Metrics:
- Diverse Contracting Reporting Metrics (Final Clean PDF 6/20/2024)
- Diverse Contracting Reporting Metrics (Final Redline Word Version 6/20/2024)
Income Qualified Health and Safety Metrics:
- Income Qualified Health and Safety Reporting Metrics (Final Clean PDF 6/20/2024)
- Income Qualified Health and Safety Reporting Metrics (Final Redline Word Version 6/20/2024)
Income Qualified Multi-Family Metrics:
- IQ Multi-Family Reporting Metrics Spreadsheet (Final 6/5/2024)
- IQ Multi-Family Reporting Metrics (Final Clean PDF 6/20/2024)
- IQ Multi-Family Reporting Metrics (Final Redline Word Version 6/20/2024)
Fall 2023/Early 2024 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:
- Tuesday, October 10, 2023 Reporting Working Group Metrics Meeting
- Tuesday, November 28, 2023 Reporting Working Group Metrics Meeting
- Tuesday, December 19, 2023 Reporting Working Group Metrics Meeting
- Tuesday, January 16, 2024 Reporting Working Group Metrics Meeting
- Tuesday, January 23, 2024 Reporting Working Group Metrics Meeting
- Wednesday, February 7. 2024 Reporting Working Group Meeting
Several small group discussions were held to resolve open items. Open items were resolved in June 2024.
2023 Working Group Meetings
2022 Working Group Meetings
- Wednesday, May 11, 2022 Meeting – ComEd Stipulation Item Discussion #1
- Thursday, August 4, 2022 Meeting – ComEd Stipulation Item Discussion #2
- Thursday, September 15, 2022 Meeting – Ameren Illinois Multi-Family Metrics Workshop