HomeCost EffectivenessM09096Evidence
Topic/Matter Intersection

Topic:"Cost Effectiveness" in M09096

Matter: Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between EfficiencyOne (E1) and Nova Scotia Power Inc.(NS Power), the establishment of a final agreement between the parties, and approval of a 2020-2022 Demand Side Management (DSM) Resource Plan
253 passages 32 documents

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E-1-1Application 28 passages
1 Nova Scotia's Energy Strategy and Electricity Plan p. pp. 14-15
1 Nova Scotia's Energy Strategy and Electricity Plan 2 3 Energy efficiency is a key component of Nova Scotia's Energy Strategy. This Strategy 4 emphasizes the importance of energy efficiency in minimizing the costs of meeting future demand...

AI summary Nova Scotia's Energy Strategy emphasizes energy efficiency as a key method to reduce future electricity costs and stabilize prices. The Electricity Efficiency and Conservation Plan highlights cost savings for ratepayers and the benefit of delaying new infrastructure. Public support for energy reduction is high, with 87% of Nova Scotians prioritizing it in 2018. The 2009 Energy Strategy is referenced as a foundational document.

Preamble p. pp. 17-306
Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2018. Portfolio total cost-effectiveness test...

AI summary NS Power provided annual avoided costs of energy and capacity from the 2014 IRP using the Base level of DSM, along with avoided costs of transmission and distribution from 2018. The document describes how cost-effectiveness tests are calculated using present value of benefits and costs, including net present value of avoided costs and benefit/cost ratios.

27 6.1.1 Does the Preferred Plan align with the IRP? p. p. 51
nergy and capacity 49 M06733, para. 143 50 M06733, Decision at para. 82. 51 M05522, NS Power 2014 IRP Update savings that result in the lowest revenue requirement for customers.[52](#page-52-1) 1 The 2020– 2022 2 Preferred DSM Plan seeks t...

AI summary The Preferred DSM Plan for 2020–2022 aligns with the Integrated Resource Plan (IRP) by maximizing IRP benefits and ensuring cost-effectiveness. It is more affordable than the 2014 mid-DSM scenario and balances short-term and long-term affordability for ratepayers. The proposed plan increases DSM investment by approximately $3 million annually compared to the last nine years of approved levels.

1 1. INTRODUCTION p. pp. 75-82
1 1. INTRODUCTION 2 3 EfficiencyOne developed the 2020-2022 Preferred Demand Side Management (DSM) 4 Resource Plan (Preferred Plan) to acquire cost-effective energy efficiency and system 5 coincidence peak demand reduction resources that p...

AI summary EfficiencyOne's 2020-2022 DSM Resource Plan proposes a $129.1 million investment to reduce energy costs and emissions while building on Nova Scotia's successful energy efficiency programs. The plan emphasizes cost-effective resources, stakeholder collaboration, and historical achievements, including annual savings of $188 million and 800,000 tonnes of greenhouse gas reductions.

2. DEVELOPMENT APPROACH AND DETAILS p. pp. 84-85
2. DEVELOPMENT APPROACH AND DETAILS 2 4 5 6 7 1 The Preferred Plan was developed for the purpose of delivering cost-effective energy and system-peak demand savings to Nova Scotia electricity ratepayers for the three-year plan period. Effic...

AI summary The Preferred Plan aims to deliver cost-effective energy and system-peak demand savings for Nova Scotia ratepayers over three years. EfficiencyOne employed a multi-stage process to define performance targets, portfolio structure, and program design, as illustrated in Figure 1.

Figure 1: Development Process for the 2020-2022 DSM Resource Plan p. p. 85
Figure 1: Development Process for the 2020-2022 DSM Resource Plan 10 11 The Preferred Plan was developed with an emphasis on producing achievable costeffective results that balance long-term requirements for energy and system-peak demand s...

AI summary The 2020-2022 DSM Resource Plan's Preferred Plan prioritizes achievable, cost-effective outcomes balancing long-term energy and system-peak demand savings through a balanced portfolio approach. Emphasis is placed on harmonizing energy efficiency, conservation, and demand-side management strategies within regulatory frameworks.

4 Cost-Effectiveness p. pp. 89-90
4 Cost-Effectiveness 5 6 To assess the cost-effectiveness of the 2020-2022 Preferred Plan, EfficiencyOne used 7 two industry standard screening tests: the TRC test and the Program Administrator Cost 8 (PAC) test. The TRC was used as the pr...

AI summary EfficiencyOne assessed the 2020-2022 Preferred Plan using the TRC and PAC tests. TRC was mandated by NSUARB to ensure a TRC of 1 or greater, while PAC provided supplementary cost-effectiveness analysis excluding voluntary contributions. Results are detailed in Table 1.

3 p. p. 91
3 2020-2022 Total Resource Cost Test (TRC)a Program Administrator Cost Test (PAC)b Residential DSM Programs Efficient Product Rebates 1.1 2.2 Existing Residential 1.9 6.1 New Residential 1.5 4.6 Business, Not-for-profit and Institutional P...

AI summary The document presents cost-effectiveness test results for various demand-side management (DSM) programs between 2020 and 2022, including the Total Resource Cost Test (TRC) and Program Administrator Cost Test (PAC). These tests compare the lifetime benefits of the programs to the associated costs for EfficiencyOne and participants.

Section 159 p. p. 94
Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2018. Portfolio total cost-effectiveness test...

AI summary The document discusses annual avoided costs of energy and capacity from NS Power's 2014 IRP, and provides estimates of CO2 reductions from the 2020-2022 Preferred Plan. It references program investment budgets, cost-effectiveness tests, and the use of TRC and PAC ratios for evaluation.

11 p. p. 110
11 Table 7: 2020-2022 Residential Efficient Product Rebates Performance Indicators Year Investment ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Total Resource Cost Test (TRC) a Program...

AI summary This table presents performance indicators for the Residential Efficient Product Rebates program from 2020 to 2022, including investment, energy savings, peak demand savings, and cost metrics like the Total Resource Cost Test (TRC) and Program Administrator Cost Test (PAC).

4.3.8 Program Alternatives p. p. 131
4.3.8 Program Alternatives 2324 25 26 27 28 EfficiencyOne considered the same key principles in both the development of the 2020-2022 Preferred DSM Resource Plan and alternate scenario. The significant difference between the Alternate scen...

AI summary EfficiencyOne compared its 2020-2022 Preferred DSM Resource Plan with an alternate scenario showing reduced participation due to lower energy savings and investment. Table 14 highlights differences for the New Residential program, with footnotes explaining metrics like TRC, PAC, and WACC. Key differences include reduced household upgrades and cost calculations.

5.3.8 Low-Income Performance Indicators p. p. 155
5.3.8 Low-Income Performance Indicators 18 19 Low-income performance indicators for the Direct Installation program are provided in Table 23 below. 22 & lt;sup>a TRC is a benefit/cost ratio comparing lifetime benefits to the sum of Efficie...

AI summary The section outlines low-income performance indicators for Nova Scotia's Direct Installation program, referencing metrics like TRC (Total Resource Cost Test) and PAC (Program Administrator Cost Test). It defines cost calculations, including levelized and nominal costs of saved energy, using Nova Scotia Power's WACC.

Section 307 p. p. 157
Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2018. Total cost-effectiveness tests are calc...

AI summary The text discusses avoided costs of energy and capacity from NS Power's 2014 IRP, as well as avoided costs of transmission and distribution from 2018. It also outlines how total cost-effectiveness tests are calculated and defines TRC and PAC as benefit/cost ratios used in efficiency programs.

EXECUTIVE SUMMARY p. pp. 180-186
e current level of DSM. Figure 1: Average Rate and Bill Impacts (2020-2035) as a Result of DSM Activities in 2020-2022 (Preferred Plan) The results in [Figure 1](#page-185-0) show that over the 16 years of the study period, rates will be a...

AI summary The analysis evaluates DSM impacts (2020-2022) on electricity rates and bills over 16 years, projecting 0.8-1.7% higher rates with DSM compared to without. The Preferred Plan offsets 5.9 GWh, reduces bills by 11% for residential customers, and saves $475M for NS Power. Model improvements include annual avoided fuel costs and line loss factors, informed by DSMAG input and the 2014 IRP's inflation assumptions.

Escalation of avoided transmission and distribution costs p. p. 189
Escalation of avoided transmission and distribution costs In 2018 NS Power provided estimates of avoided transmission and distribution costs based on ACE Plan data for 2017. Since these are annual, not levelized values, EfficiencyOne appli...

AI summary In 2018, NS Power provided avoided transmission and distribution cost estimates based on 2017 ACE Plan data. EfficiencyOne applied these annual values to 2018 and assumed a 2.0% annual escalation rate for subsequent years.

10 Class allocation of avoided costs and lost revenues p. p. 195
10 Class allocation of avoided costs and lost revenues 11 The annual avoided costs and lost revenues at the portfolio level are then reallocated 12 back to rate classes based on class shares of the total revenue requirement. For classes 13...

AI summary The text explains how annual avoided costs and lost revenues are reallocated to rate classes based on their share of revenue. For classes without demand charges, impacts are calculated per kWh, while classes with demand charges split impacts into energy and demand rate components.

1 5. COMPARISON OF PREFERRED AND ALTERNATE PLANS p. pp. 212-215
1 5. COMPARISON OF PREFERRED AND ALTERNATE PLANS 2 Full results by class for both the Preferred Plan and Alternate scenario for 2020-2022 3 are provided in Attachments 1 and 2. This section compares key outputs between the 4 two Plans. 5 6...

AI summary The document compares the Preferred Plan and Alternate scenario for 2020-2022, noting similar rate impacts (0.1% difference due to DSM costs) and minor variations in participant bill savings. The Preferred Plan allows more customers to participate, while program scaling differences in the Alternate scenario create minor savings discrepancies.

22 II. Introduction and Summary p. pp. 286-289
22 II. Introduction and Summary

AI summary The document's 'Introduction and Summary' section outlines key acronyms and terms related to Nova Scotia's energy regulation, including demand-side management, efficiency programs, and regulatory frameworks. It sets the stage for a proceeding involving utility planning, cost tests, and stakeholder engagement.

23 Q: Please summarize your perspective, testimony, and primary finding. p. p. 289
23 Q: Please summarize your perspective, testimony, and primary finding. 24 A: First, as for my overall perspective, I am interested in encouraging initiatives and technology 25 that create economic value, enhance energy justice, protect c...

AI summary The testifier supports energy efficiency initiatives that create economic value and reduce emissions, emphasizing the need for program administrators to quantify savings. They highlight declining lighting savings due to technology changes and advocate for portfolio diversification to maintain cost-effectiveness. EfficiencyOne's approach to addressing these challenges is endorsed as strategic for Nova Scotia's ratepayers.

18 Q: Please summarize your additional findings. p. p. 289
18 Q: Please summarize your additional findings. A: The historical level of importance obtained from lighting savings, the projected decline in future claimed lighting savings, and the future projected higher unit costs anticipated by Effi...

AI summary EfficiencyOne's strategy to diversify its portfolio and maintain cost-effective energy efficiency investments aligns with industry trends. The approach addresses projected declines in lighting savings and rising unit costs while ensuring continued contributions to Nova Scotia's energy economy through proactive planning.

26 Q: Does your testimony include any specific recommendations? And if so, can you please 27 summarize them? p. p. 289
26 Q: Does your testimony include any specific recommendations? And if so, can you please 27 summarize them? 1 A: Yes. I recommend that the Board not be misled into thinking that because the unit cost of saved 2 energy increases, due to th...

AI summary The witness recommends against reducing efficiency investments despite higher unit costs, emphasizes ongoing engagement with EfficiencyOne, acknowledges past successes in lighting markets, and suggests maintaining distinctions between residential and commercial markets. They stress the importance of diversifying portfolios and stakeholder collaboration to meet policy goals.

21 Q: Do the rebalanced / post-lighting transition portfolios remain cost effective? p. p. 323
21 Q: Do the rebalanced / post-lighting transition portfolios remain cost effective? 33 Proposal Evaluation & Proposal Management Application (PEPMA), 2019. "Public Events" and other listings. [https://www.pepma-ca.com/public/PublicEvents....

AI summary The answer confirms that rebalanced/post-lighting transition portfolios remain cost-effective despite higher per-unit costs, citing Efficiency Vermont's benefit-to-cost ratios of 3.94 to 1 (2018–2020) and 2.78 to 1 (2018–2037). Table 4 provides metrics on cost effectiveness and performance.

14 States or Canada? p. pp. 323-325
14 States or Canada? 1 A: Yes. I can comment and give two further examples of national studies for the United States. I 2 would expect that results would be consistent for Canada, although in this assignment I did not have 3 time to resear...

AI summary The testimony discusses energy efficiency studies in the U.S. and Canada, highlighting VEIC's 2018 commissioning of Synapse Energy Economics to assess historical and future cost-effectiveness of efficiency programs. Synapse projected 5.5% to 14.9% annual savings by 2030 under different scenarios, supported by EPRI's 2017 study showing 17.5% potential savings by 2035. The analysis emphasizes the strategic importance of scaling efficiency efforts.

1 VII. Recommendations p. pp. 326-328
1 VII. Recommendations - 2 Q: Please list any recommendations you have for the Board. - 3 A: In this proceeding, I am recommending that the Board commend EfficiencyOne for the proactive - 4 approach they are taking to recognizing the light...

AI summary The testifier recommends the Board commend EfficiencyOne for their proactive approach to lighting transitions and direct them to focus on cost-effective opportunities in C&I markets. They suggest applying successful lighting strategies to other markets and maintaining cost-effectiveness despite rising unit costs, emphasizing the value of efficiency for Nova Scotia's power system and economy.

Q: Please state your name p. p. 341
- From Nova Scotia Power's perspective, yield 4.8 dollars for every dollar invested in DSM 2 over the lifetime of the installed measures. - From a total resource cost perspective, which includes participating customer costs, 4 yield 2.0 do...

AI summary Nova Scotia Power (NSP) highlights that DSM 2 investments yield $4.8 per dollar over the lifetime of measures, with total resource cost analysis showing $2.0 per dollar. Rate impacts vary by class (0.8%-1.7%), while participant bills reduce 1-11%, offsetting nonparticipant increases via high EfficiencyOne program participation. Benchmarking against North American peers assesses EfficiencyOne's savings and spending合理性.

Q: Then are the available non-EfficiencyOne plans directly comparable in all other ways to the p. p. 343
Q: Then are the available non-EfficiencyOne plans directly comparable in all other ways to the

AI summary The question examines whether non-EfficiencyOne plans are directly comparable to EfficiencyOne in all aspects within a Nova Scotia regulatory proceeding, focusing on program evaluation and regulatory decision-making.

filed EfficiencyOne 2020-2022 Plan? p. p. 345
to commercial programs and measures. PAs providing greater proportions of efficiency services to the residential sector will tend to have higher overall portfolio-level costs of saved energy. - Depth of Savings. Deeper and/or more comprehe...

AI summary The text discusses factors influencing the cost of saved energy in efficiency programs, including residential vs. commercial service focus, depth of savings, residential behavioral programs, and variations in savings evaluation methods across jurisdictions. Differences in assumptions and evaluation cycles may affect reported savings consistency.

IV. Rate and Bill Impacts p. pp. 351-353
IV. Rate and Bill Impacts - Q: What are the expected rate and bill impacts of EfficiencyOne's proposed 2020-2022 DSM - expenditures? - A: I will only summarize the high-level takeaways from the comprehensive and detailed Long- - Term Rate...

AI summary EfficiencyOne's 2020-2022 DSM plan results in minimal rate increases (0.8%-1.7%) but significant bill savings for participants (1%-11%) and overall savings of $475 million. Non-participants see slight bill increases (0.5%-1.1%). The analysis emphasizes bill impacts over rate changes for customers.

E-2E1 Errata & attached corrections to Application & Evidence 1 passage
Section 11 p. pp. 3-4
Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2018. Portfolio total cost-effectiveness test...

AI summary The document outlines annual avoided costs of energy and capacity from NS Power's 2014 IRP and 2018 transmission and distribution costs. It also references EfficiencyOne's estimates of CO2 reductions from the 2020-2022 Preferred Plan and discusses cost-effectiveness tests and program investment budgets for 2020-2022.

E-3E1 (NSPI) RIRs to IR-1 to IR-69 77 passages
Section 157
1. Instant Savings 2. Custom 8 We change the way people use energy™ Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 25 of 206 The purpose of this simulation was to evaluate EfficiencyOne’s current incentive levels. To support t...

AI summary This text discusses a simulation conducted to evaluate EfficiencyOne's current incentive levels, comparing them to three thresholds: cost to customer, program budget, and cost effectiveness.

Section 178
IR-15 Attachment 1 Page 33 of 206 RETURN ON INVESTMENT For efficiency programs, return on investment is based on two general considerations: cost effectiveness and budget impact.

AI summary The document discusses return on investment for efficiency programs, focusing on cost effectiveness and budget impact as the two main considerations.

Section 179
Cost Effectiveness Cost effectiveness is usually determined using a benefit-cost analysis which explicitly or implicitly compares the cost of energy efficiency to other electricity or natural gas supply resources and may include other cons...

AI summary The text discusses cost effectiveness in energy efficiency programs, emphasizing the importance of benefit-cost analysis and the role of budget constraints. It highlights that while cost effectiveness is important, program budgets often limit expenditures, and incentives may be cost effective but not feasible within budgetary limits. Return on investment criteria also influence incentive levels.

Section 213
NS Power IR-15 Attachment 1 Page 43 of 206 Data Analysis Phase General Principle Definition Examples Identified Best Practice  Capture incentive rates used in benchmark jurisdictions (for new incentives)  Develop target budget and cost e...

AI summary This section outlines best practices for the data analysis phase, including capturing incentive rates from benchmark jurisdictions and developing target budgets and cost-effectiveness thresholds.

Section 222
The cost effectiveness of measures, The following cost effectiveness programs and portfolios should be PG&E performs streamlined cost effectiveness testing at testing best practices should be tested to determine whether a every stage of th...

AI summary The text discusses the importance of cost effectiveness testing for energy programs and portfolios, emphasizing that jurisdictions like PG&E and the Energy Trust of Oregon perform such testing at multiple levels to ensure proper market transformation and compliance with regulatory standards.

Section 223
effective measures to be included perform cost effectiveness testing and at both the measure and portfolio level using the TRC and certain jurisdictions will perform it at the in portfolios should the measure the UCT. Yet, the Oregon Publi...

AI summary The text discusses the importance of cost effectiveness testing at both measure and portfolio levels using the TRC and PAC tests. It notes that some jurisdictions include non-cost effective measures if they meet specific criteria, which helps maintain market momentum, especially in markets with falling natural gas prices. The discussion also highlights the exclusion of administration and delivery costs in measure-level testing.

Section 224
se of appropriate cost costs. program. effectiveness tests for screening For incentives that are increasing, NYSERDA conducts and threshold setting cost effectiveness analysis for the TRC and PAC, and as  The use of the average or require...

AI summary The text discusses the use of appropriate cost considerations and effectiveness tests for screening incentives, particularly focusing on the cost effectiveness analysis conducted by NYSERDA for the TRC and PAC, and its presentation to the New York PUC.

Section 245
background and context in terms of understanding the housing, commercial building and equipment stock in Nova Scotia, and the achievable savings potential through the current programs. COST EFFECTIVENESS AND AVOIDED COSTS At the portfolio...

AI summary The text discusses the cost effectiveness of energy efficiency programs in Nova Scotia, highlighting that the overall portfolio meets cost effectiveness thresholds. However, individual programs must meet a TRC of 1.0. Program administration costs are factored into TRC screening, and non-compliant measures may be included for strategic reasons such as market transformation.

Section 248
(incentives are not directly included in the TRC). Other jurisdictions have applied different approaches for measure level testing, choosing to exclude administration costs as these can vary greatly depending on the maturity of the measure...

AI summary The document discusses Nova Scotia Power's use of the Energy Efficiency Resource Assessment Model (EERAM) for long-term planning and the methodology for calculating avoided costs, which differ from other jurisdictions. Conservation activities compete with the lowest cost of supply, and avoided capacity costs are set at $0/kW until 2019, impacting how efficiency programs can claim benefits.

Section 285
nd using it to document the cost effectiveness incentive level threshold, cost effectiveness screening is not being explicitly recommended as a part of the financial impact analysis. JURISDICTIONAL BENCHMARKING Jurisdictional benchmarking...

AI summary The text discusses the approach to cost effectiveness screening for existing and new incentives, stating that it is not essential for existing incentives but recommended for new ones. It also emphasizes the importance of jurisdictional benchmarking for new incentives to understand other jurisdictions' programs and factors affecting incentive levels.

Section 295
General Principle Current Activities Recommended Activities EfficiencyOne conducts cost effectiveness  EfficiencyOne should continue understanding the macro-level budget impacts testing using the TRC test. The TRC is from incentive level...

AI summary EfficiencyOne conducts cost-effectiveness testing using the TRC test at both measure and program levels. The TRC is used to qualify measures and screen programs for implementation, while considering strategic considerations. The document recommends improving the granularity of data tracking to better manage program risks and adjust spending accordingly.

Section 302
supply chain research? details of the research? 4) Financial Impact Analysis: 1) What is the current participation? 2) What are the incentive screening thresholds in terms of cost to customer, program budget and cost effectiveness? 3) What...

AI summary The document outlines a new incentive development process, emphasizing the need for a comprehensive analysis that includes participation, cost-effectiveness, and financial impact. It highlights the importance of following a structured approach to ensure accurate forecasting and evaluation of incentives.

Section 312
difficult to achieve for this improvement. program, which prevents instant correction. For Instant Savings, EfficiencyOne gains an understanding of financial impacts through  The current activities should be continued. the following activ...

AI summary The document discusses the Instant Savings program and the need for ongoing program evaluation, planning, and financial analysis. It highlights the importance of reviewing energy savings assumptions and net-to-gross ratios to ensure cost-effectiveness, with a regulatory requirement of a TRC of ≥1.0 at the program level.

Section 344
2. Program Evaluation. introduction of new measures. 64 Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 81 of 206 Ongoing Program Management Due to ongoing program management, the costs of the products are always monitored. Thi...

AI summary The document discusses ongoing program management and evaluation, highlighting the monitoring of product costs and incentives, as well as the review and potential update of energy savings assumptions and net-to-gross ratios during program evaluation.

Section 345
uired, they are updated. These inputs affect the cost effectiveness impact. Table 18: Business Energy Rebates Program Recommendations Other Considerations for Business Energy Rebates Program From reviewing program operations, the Business...

AI summary The Business Energy Rebates Program is evaluated for cost effectiveness, with a focus on tracking retail pricing and ensuring that incentive levels do not exceed appropriate thresholds. The program is expected to have a high Program Administrator Cost (PAC), but it is anticipated to remain cost-effective if monitoring continues. The Home Energy Assessment program is also discussed, with CLEAResult providing recommendations.

Section 356
Page 84 of 206 General Principle Current Activities Recommended Activities For the Home Energy Assessment program, EfficiencyOne gains an understanding of financial impacts through the  The current activities should be following activitie...

AI summary The Home Energy Assessment program's financial impacts are understood through program evaluation, which involves reviewing and updating energy savings assumptions and net-to-gross ratios to ensure cost-effectiveness. Current activities are recommended to continue, and general principles should be implemented to support the program, including changes to incentive levels and introduction of new measures.

Section 375
ed: March 29, 2019 NS Power IR-15 Attachment 1 Page 92 of 206 Cost Effectiveness Incentive Level Threshold EfficiencyOne has a PAC target of 1.9 for this program. For the calculation, it is assumed that program administration costs are 30...

AI summary The document discusses the Cost Effectiveness Incentive Level Threshold for EfficiencyOne, highlighting a Program Administrator Cost (PAC) target of 1.9. It outlines two approaches for calculating PAC: one that assumes 30% of total expenditure is program administration costs and another that determines program administration costs per measure. A simplified cost effectiveness calculator is recommended for use in incentive level setting and program design.

Section 399
Kilowatt Counts”), an appliance retirement program (“The Great Refrigerator Round up”) and a business incentive program delivered through multiple partners (“ERIP”, “BOMA”, “MEER”). Cost Effectiveness Testing In their conservation (CDM) pl...

AI summary The text discusses cost effectiveness testing for conservation programs, including the Total Resource Cost (TRC) and Program Administrator Cost (PAC), with specific exceptions for low-income programs. It also outlines avoided costs for electricity, such as avoided capacity and energy costs, and includes a 15% adder for societal benefits. The IESO is highlighted as responsible for maintaining cost effectiveness across programs.

Section 404
h must meet all required cost effectiveness requirements, as well as align with their provided budget and target. A summary table of each LDC’s savings targets and budgets is provided below:

AI summary The text emphasizes that the plan must meet cost effectiveness requirements and align with provided budgets and targets, with a summary table of each LDC’s savings targets and budgets provided.

Section 435
ruction program  Participants in the RunSmart and Strategic Energy Management programs Figure 22: Union Gas Targets & Performance Metrics 4 98 We change the way people use energy Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page...

AI summary The text includes figures related to Union Gas targets and performance metrics, as well as a section on cost effectiveness testing. It references programs such as RunSmart and Strategic Energy Management, which are part of energy efficiency initiatives.

Section 436
e energy Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 116 of 206 COST EFFECTIVENESS TESTING

AI summary The document discusses cost effectiveness testing, a process used to evaluate the financial viability and efficiency of energy programs and initiatives.

Section 437
Technical Reference Manual The EC reviews and proposes updates to the OEB with regards to data within the TRM. This occurs yearly. This review and update includes input assumptions to reflect the findings of the annual DSM evaluation and a...

AI summary The document discusses the Technical Reference Manual (TRM) reviewed annually by the Energy Commission (EC) for updates, including input from annual DSM evaluations. It outlines cost-effectiveness requirements for gas utilities, noting different thresholds for low-income programs versus Resource Acquisition programs. Avoided supply costs and benefits under the TRC-plus test are also detailed, including non-energy benefits.

Section 464
ost determined to motivate customers to implement. Typically, 50-75 percent of incremental costs have been incented. For “Replace on Burnout” measures, the incremental cost is calculated as the difference between the measure cost and that...

AI summary The text discusses the calculation of incremental costs for energy efficiency measures and the process of setting standard incentives by BC Hydro. It also outlines the use of Total Resource Cost (TRC) as a metric to evaluate program performance, emphasizing that programs must have a TRC of 1.0 or greater.

Section 465
have a TRC of 1.0 or greater. There is an expectation of low-income programs. Internally, other cost effectiveness tests are used including utility cost and ratepayer impact measure. Calculating Cost effectiveness Cost effectiveness analys...

AI summary The text discusses the calculation of cost effectiveness for DSM investments using four metrics: benefit-cost ratio, net present value, gross levelized cost, and net levelized cost. It notes that cost effectiveness tests include utility cost and ratepayer impact measures, with an expectation of low-income programs.

Section 487
Cost Effectiveness Testing As detailed in D.14-10-0468, the CPUC has interpreted its mandate to deliver cost-effective energy efficiency and conservation programs as meaning that all energy efficiency portfolios of delivery agents should b...

AI summary The text discusses cost-effectiveness testing in energy efficiency programs, emphasizing the use of the Total Resource Cost (TRC) and Program Administration Cost (PAC) tests. California's Standard Practice Manual and DEER database are referenced as benchmarks for evaluating energy efficiency portfolios.

Section 488
lifornia uses its DEER database to perform measure level cost effectiveness testing. Additionally, Energy and Environment Economics (E3) has made a portfolio cost effectiveness testing model. Avoided Costs Within California, the avoided co...

AI summary California uses the DEER database and a model by Energy and Environment Economics (E3) for cost-effectiveness testing of demand-side resources. Avoided costs are calculated based on components like generation energy, capacity, and environmental factors over a 20-year period. The model includes both electricity and natural gas avoided costs and was last updated in 2011.

Section 494
NS Power IR-15 Attachment 1 Page 136 of 206 2013-2015 Total Portfolio $/kWh 2013 2014 2015 Gross Savings (kWh) 828,999,924 845,181,086 769,529,791 Spending $ 317,221,372 $ 365,056,021 $ 385,199,846 $/kWh $ 0.38 $ 0.43 $ 0.50 Excludes C&S,E...

AI summary The text provides data on PG&E's energy efficiency programs from 2013 to 2015, including gross savings, spending, and cost-effectiveness ratios. It outlines the incentive-to-administrative spending ratios and highlights the requirement for California PAs to maintain a TRC and PAC greater than 1.

Section 498
technologically and economically) while optimizing PG&E’s portfolio of incentivized products based on the technological and market maturity of a measure. It is important to highlight the regulatory approach for communicating incentive leve...

AI summary PG&E outlines its process for evaluating and setting incentive levels for energy efficiency programs, emphasizing the need for regulatory approval and cost-effectiveness analysis. The process involves structured reviews, stakeholder input, and the use of cost-effectiveness models, particularly the E3 model.

Section 521
hange the way people use energy Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 147 of 206 COST EFFECTIVENESS TESTING & AVOIDED COSTS14 Cost Effectiveness - Electricity When evaluating cost effectiveness, the OPUC defined in Do...

AI summary The document discusses cost effectiveness testing for energy programs, referencing the OPUC's definition in Docket UM-551. It outlines two tests: the Utility System Test and the Societal Cost Test. Programs that pass these tests are eligible for Energy Trust Investment, and portfolio-level testing is conducted ex post to evaluate performance.

Section 526
avoided costs include the forecast value of reduced carbon dioxide emissions. OPUC guidance provides that other environmental pollutant costs may be considered only when specified by the PUC. Exceptions to Cost Effectiveness for Measure in...

AI summary The text discusses exceptions to cost-effectiveness criteria for including measures in programs, allowing inclusion if they provide non-energy benefits, increase market acceptance, align with regional programs, or are required by law. OPUC guidance also specifies that environmental pollutant costs are considered only when specified by the PUC.

Section 527
ch project intended to be offered to a limited number of customers 6. The measure is required by law or is consistent with Commission policy and/or direction Portfolio vs. Measure Level Cost Effectiveness As mentioned above, cost effective...

AI summary The text discusses the difference between measure-level and program-level cost-effectiveness calculations, emphasizing that measure-level testing excludes administration and delivery costs, while program-level testing includes them. The Energy Trust is required to achieve a benefit-cost ratio greater than 1 for both UCT and TRC tests.

Section 529
We change the way people use energy Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 149 of 206 COST EFFECTIVENESS – NATURAL GAS The current market condition for natural gas prices (i.e., low price environment) has caused the En...

AI summary The Energy Trust of Oregon uses a Total Resource Cost (TRC) guideline to evaluate the cost-effectiveness of natural gas efficiency measures. Measures with a TRC of 1.0 or higher are prioritized, while those with lower TRC values may be exceptions or excluded unless justified. This approach helps maintain program infrastructure and momentum until gas prices rise.

Section 555
Discontinued Residential Electric Program. Targets (85%) 2015 2015 remain the same Up to September Figure 46: Gas Savings Results9 COST EFFECTIVENESS TESTING Estimating Energy Savings The Commission approves a series of technical manuals t...

AI summary The document discusses the Discontinued Residential Electric Program with a target of 85%. It also covers cost effectiveness testing, including the use of TRC to evaluate energy savings and the inclusion of avoided supply costs in TRC calculations.

Section 575
d stakeholder communication. For incentive changes, cost effectiveness is checked. Typically, incentive changes feature reductions, so cost effectiveness impact is usually positive. During the incentive setting process, a formal document i...

AI summary The text discusses the process of changing incentives in energy efficiency programs, emphasizing cost effectiveness checks, the involvement of the Public Service Commission, and the use of a measures list to document savings and costs. The process does not require formal submissions but follows regular program change procedures.

Section 586
The Technical Advisory Group (TAG) contains members from Efficiency Vermont, PSB, Burlington Electric Department and other stakeholders to resolve any issues with the annual savings verification process and to track implementation of any r...

AI summary The Technical Advisory Group (TAG) includes stakeholders like Efficiency Vermont and PSB to oversee savings verification and implementation of recommendations. The TRM outlines methods for calculating energy savings, using deemed and calculation-based approaches. An audit from 2015 showed cost-effectiveness metrics, with Efficiency Vermont using the SCT instead of TRC for measure and portfolio-level evaluations.

Section 587
s must pass the SCT screening, but exceptions do occur for a variety of reasons. For example, low income programs have an additional 15 percent adder for benefits to reflect the societal value of efficiency in the low income market. Avoide...

AI summary The document discusses the Societal Cost Test (SCT) and its application, including exceptions for low-income programs. It also outlines avoided costs for Vermont, including categories such as avoided capacity and energy costs, transmission and distribution costs, and CO2 costs. Efficiency Vermont is described as an energy efficiency program serving most of Vermont.

Section 593
Spending per kWh Ratios 2013 48% $0.36/kWh 2014 55% $0.46/kWh Cost Effectiveness Efficiency Vermont is not held to a direct cost effectiveness metric, but the plan must meet associated savings, spending and total resource benefit targets....

AI summary The text discusses the cost effectiveness of Efficiency Vermont's energy efficiency programs, highlighting spending per kWh ratios, savings targets, and a new product development process involving nine stages. The 2015-2017 period has a savings target of 321,800 MWh with a budget of $174 million. The cost effectiveness projections are expected to slightly decrease compared to historical performance.

Section 595
We change the way people use energy Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 179 of 206 Cost effectiveness is performed using the societal test. There are different adders for different factors. Incentives are typically...

AI summary The text discusses cost effectiveness evaluation using the societal test, the influence of customer behavior on incentives, free-ridership assessment, and the regular evaluation of energy savings assumptions by Efficiency Vermont. Measures are reviewed periodically for their energy savings assumptions.

Section 618
019 NS Power IR-15 Attachment 1 Page 187 of 206 Figure 58: Gross Gas Savings 12 171 We change the way people use energy Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 188 of 206 Figure 59: FY2015 Payments 12 COST EFFECTIVENESS...

AI summary The document discusses the use of TRC and PACT tests in evaluating the cost-effectiveness of energy efficiency programs, specifically referencing Efficiency Maine's annual reports. TRC is used for performance evaluation, requiring a net savings ratio greater than 1.0, while PACT is used for program planning and stakeholder engagement.

Section 619
ents/suca/ cost effectiveness.pdf TRC is used at the measure level based on net savings for introduction of measures and performance reviews and must be greater than 1.0. Avoided Costs TRC: The benefits included are the avoided costs of en...

AI summary The document discusses the Total Resource Cost (TRC) methodology used in energy efficiency programs, emphasizing avoided costs and program-level costs. It highlights the use of TRC at both the measure and program levels, including benefits such as avoided energy costs and reductions in infrastructure needs, and outlines the components of avoided electricity and gas costs.

Section 646
5. Energy Efficiency Surcharge (if required and approved by DPU) For electricity efficiency programs, 10 percent of the total budget should be dedicated to the low income sector. 100 http://www.eia.gov/state/?sid=MA#tabs-4 101 http://web1....

AI summary The text discusses the allocation of 10% of the total budget for electricity efficiency programs to support the low-income sector and outlines the cost-effectiveness testing requirements for programs, including the use of the TRC test, minimizing administration costs, and using competitive procurement processes.

Section 671
The requirements for the consolidated calculator/tool are as follows: High Level Specifications 1. Measure Library Section (from TRM process recommendation in report) This section should include the details of each measure in the portfolio...

AI summary The text outlines the requirements for a consolidated calculator/tool, including specifications for a measure library section. It details the need to capture information about efficient and base case technologies, including their descriptions, penetration estimates, prices, and cost effectiveness parameters such as the net-to-gross (NTG) ratio and incentive screening thresholds.

Section 672
 Incentive screening threshold in terms of the program budget and  Incentive screening threshold in terms of cost effectiveness (From Cost Effectiveness Calculator) 2. Cost Effectiveness Calculator Section This section will take the inpu...

AI summary This section outlines the inputs and process for calculating the cost effectiveness forecast, which is used to determine the incentive screening threshold in terms of cost effectiveness. Inputs include avoided supply costs, program administration costs, measure energy savings, and other relevant factors.

Section 673
We change the way people use energy Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 206 of 206 Outputs  Total Gross Energy Savings;  Total Gross Demand Reduction;  Total Net Energy Savings;  Total Net Demand Reduction;  TR...

AI summary The text outlines key outputs and inputs for reviewing incentive protocols in energy efficiency programs. Outputs include energy savings, demand reduction, TRC and PAC metrics, and cost calculations. Inputs involve cost thresholds, program delivery channels, and financial considerations for setting review guidelines.

Section 955
key 20 considerations) for the development of the plan and the intention to file one Alternate 21 Scenario. 22 23 e) Please refer to EfficiencyOne’s response to NS Power IR-05. Date Filed: March 29, 2019 E1 (NS Power) IR-16 Page 2 of 2 Eff...

AI summary EfficiencyOne confirms that the UARB uses the Total Resource Cost (TRC) test for cost-effectiveness assessments of the 2020-2022 DSM Plan and that there is no consensus to use the Program Administrator Cost (PAC) test or any other methodology.

Section 956
s the TRC test. If not, 16 is EfficiencyOne proposing to change the cost-effectiveness test from the TRC? 17 18 Response IR-17: 19 20 a) Confirmed. 21 22 b) Confirmed. Date Filed: March 29, 2019 E1 (NS Power) IR-17 Page 1 of 1 EfficiencyOn...

AI summary EfficiencyOne has confirmed that they are proposing to change the cost-effectiveness test from the TRC. They also provided references to corrected units and calculations for CO2 reduction estimates in their response to a request regarding the 2020-2022 DSM Plan.

Section 1946
intentionally left blank) WWW.DUNSKY.CA Date Filed: March 29, 2019 NS Power IR-44 Attachment 1 Page 5 of 46 EXECUTIVE SUMMARY The Total Resource Cost (TRC) test was first defined, along with a series of other “standard” tests, in 1983, in...

AI summary The Total Resource Cost (TRC) test, introduced in 1983, is widely used to evaluate demand-side management (DSM) programs. However, concerns have emerged regarding its accuracy and bias, as it may use inappropriate inputs and systematically undervalue DSM benefits compared to supply-side options.

Section 1948
1 Date Filed: March 29, 2019 NS Power IR-44 Attachment 1 Page 6 of 46 In the same vein, the National Efficiency Screening Project2 (NESP) recently developed best practice guidelines that similarly call for either wholesale changes to the T...

AI summary The document discusses the need for changes to Nova Scotia's cost-effectiveness framework for demand-side management (DSM), citing best practices from the National Efficiency Screening Project (NESP) and the Northeast Energy Efficiency Partnership (NEEP). It suggests shifting from the Total Resource Cost (TRC) method to the Program Administrator Cost (PAC) test due to its simplicity and lower cost.

Section 1949
and far less expensive – exercise than “fixing” the current TRC by, among other things, assessing non-energy benefits. It may also be less contentious (see below). • Accuracy: Even if the TRC were to be corrected, in part by efforts to acc...

AI summary The text discusses the challenges with the Total Resource Cost (TRC) approach, highlighting concerns about accuracy, relevance, and alignment with existing legislation. It suggests that the Program Administrator Cost (PAC) test may be a more effective and less contentious alternative for evaluating demand-side management (DSM) programs.

Section 1951
Resource Value Framework and designed to address key test inputs, be developed to facilitate future understanding of critical test choices by all parties involved. WWW.DUNSKY.CA 3 Date Filed: March 29, 2019 NS Power IR-44 Attachment 1 Page...

AI summary The document discusses the history and development of standardized cost-effectiveness tests for Demand-Side Management (DSM), beginning with California's efforts in the 1980s. It highlights the Total Resource Cost (TRC) test and its limitations, as well as the emergence of Modified Total Resource Cost (MTRC) tests to account for non-energy benefits.

Section 1954
it is worth mentioning that in all cases, the tests were initially devised to provide guidance to inform reasonable judgment, rather than to be used individually as a hard “go/no-go”. To wit: “The tests set forth in this manual are not int...

AI summary The text discusses the evolution of cost-effectiveness tests for demand-side management (DSM) programs, noting that while originally designed as guidance, many regions have shifted toward using hard thresholds, particularly the Total Resource Cost (TRC) test, as the primary or sole indicator.

Section 1958
6 Date Filed: March 29, 2019 NS Power IR-44 Attachment 1 Page 11 of 46 Most significantly, many are considering and to varying degrees integrating the value of non-energy benefits (otherwise known as NEBs) that accrue to participants and,...

AI summary The text discusses the integration of non-energy benefits (NEBs) in cost-effectiveness analyses and the shift away from the traditional Total Resource Cost (TRC) test in demand-side management (DSM) programs. It also references regulatory drivers in Nova Scotia.

Section 1963
lsewhere inherent to the TRC itself, while others have more to do with the way in which the TRC is being applied. We examine each of these four questions below. Several jurisdictions have undertaken to review some of these issues, and as a...

AI summary The document discusses the Total Resource Cost (TRC) as a primary cost-effectiveness test, examining its accuracy and application. It highlights that while TRC originated from a Standard Practice Manual, its use is not standardized, and jurisdictions have made changes to its calculation or application. The TRC compares direct benefits to direct costs for demand-side management (DSM) programs.

Section 1964
a: = ! . While the simplified TRC ratio formula is straightforward, it is important to note that the detailed algorithm in the Standard Practice Manual – Figure 3 below – is not entirely clear in prescribing key inputs and assumptions. '(#...

AI summary The text discusses the Total Resource Cost (TRC) ratio formula, noting that while the simplified version is straightforward, the detailed algorithm in the Standard Practice Manual is unclear in defining key inputs and assumptions. It also provides the mathematical equation and variables involved in calculating the TRC.

Section 1967
ted savings from codes and standards). Finally, a related issue concerns the rate at which future savings should be discounted, irrespective of the choice of tests. iv. Life of Savings: The TRC clearly attempts to account for the stream of...

AI summary The text discusses the calculation of energy savings in the context of demand-side management (DSM), focusing on the Total Resource Cost (TRC) approach. It highlights variations in how regions account for the lifespan of energy-saving equipment, such as using a dual baseline approach for discretionary DSM programs. It also addresses the need to adjust for differences in capital and operations and maintenance (O&M) savings across different equipment lifespans.

Section 1969
t 1 Page 16 of 46 leading to potentially significant inaccuracies for certain measures. Similarly, O&M profiles may also involve substantial cost differences.12 vi. Other Fuels: In many cases, DSM initiatives may have either a direct or in...

AI summary The text discusses inconsistencies in how test inputs are applied across different regions, leading to significant variations in results. It highlights how DSM initiatives can impact other resources like natural gas and heating oil, and raises concerns about the appropriateness of methodologies used to calculate TRC and other tests.

Section 1970
nd algorithms used to calculate the TRC, and to the accuracy which one should reasonably expect of any TRC analysis.13 As noted previously, this concern applies equally to other tests. It is worth noting that some regions have deliberately...

AI summary The text discusses the Total Resource Cost (TRC) analysis and its methodology, highlighting concerns about accuracy, deliberate versus accidental methodological choices, and the impact of these choices on results. It also provides an example involving Compact Fluorescent Lamps (CFLs) in a hotel context and notes potential errors in TRC calculations due to limitations in planning models.

Section 1972
benefits. The benefits not commonly accounted for can be broadly defined as “non-energy benefits (NEBs)” that accrue to three groups: participants, the utility, and society at large. There are three common themes to this discussion: first,...

AI summary The text discusses non-energy benefits (NEBs) that accrue to participants, the utility, and society, emphasizing that these benefits are often substantial but difficult to quantify and are frequently overlooked in cost-effectiveness tests.

Section 1986
ideration to power planning risk issues in North America – have chosen to attribute a risk benefit to DSM for purposes of cost-effectiveness analysis.19,20 Societal NEBs While we have discussed participant and utility NEBs, DSM is also kno...

AI summary The text discusses the inclusion of non-energy benefits (NEBs) in cost-effectiveness analysis for demand-side management (DSM), emphasizing societal benefits such as environmental and macroeconomic impacts. It references the conventional Total Resource Cost (TRC) framework and highlights concerns about its bias against energy efficiency resources.

Section 1988
iveness improvements associated with Commercial and Industrial (C&I) sector savings. A recent study (Acadia Center, 2014) found that aggressive energy efficiency efforts in Nova Scotia would 19 In Vermont, the Vermont Public Service Board...

AI summary The text discusses energy efficiency improvements in the Commercial and Industrial (C&I) sector, referencing studies from Vermont and the northwest U.S. that highlight the cost reductions and risk mitigation benefits of demand-side management (DSM). It also mentions Nova Scotia's legislated CO2e cap and its impact on carbon emissions and cost-effectiveness analysis for DSM options.

Section 1991
ociety at large. By failing to account for these benefits, while fully accounting for participant costs, the TRC inadvertently introduces a significant bias against DSM. ISSUE #3: RATEPAYER VALUE: DOES THE TRC BEST REFLECT A RATEPAYER PERS...

AI summary The text discusses how the Total Resource Cost (TRC) method may introduce bias against Demand-Side Management (DSM) by not fully accounting for societal benefits and only considering participant costs. It also raises a question about whether the TRC accurately reflects a ratepayer perspective.

Section 1993
One way to understand this is to imagine how program administrator budgets would be set if the primary concern were indeed “total cost”. In such a case, budgets would be established as the full amount of the “total cost” side of the TRC eq...

AI summary The text discusses the Total Resource Cost (TRC) approach to Demand-Side Management (DSM) programs, suggesting that if program administrator budgets were set based on total costs, it would lead to direct installation of all TRC-positive measures without considering consumer incentives or market transformation.

Section 1994
contributions to the program administrator budget). This approach – direct installation of all TRC-positive measures – could well achieve the most possible savings that are deemed cost effective from the TRC perspective, at the least total...

AI summary The text discusses the Total Resource Cost (TRC) approach in energy efficiency programs, noting that while it aims to minimize total costs, it may not effectively reflect program efficiency or how efficiently program funds are used to achieve energy savings. It also highlights concerns that focusing too much on TRC may lead to suboptimal decisions for ratepayers.

Section 2000
the TRC. contradictory in that all programs were required to pass the original TRC – remained in place for another five years. This framework was finally modified in December 2011. WWW.DUNSKY.CA 23 Date Filed: March 29, 2019 NS Power IR-44...

AI summary The Total Resource Cost (TRC) framework faced criticism for errors, bias, and conflicts with energy policies, leading to modifications in 2011. Many regions, including top DSM leaders, have since moved to adjust or replace the TRC with alternatives like Modified Total Resource Cost (MTRC), Program Administrator Cost (PAC), or Societal Cost Test (SCT).

Section 2006
Portfolio New policy (adopted October 23, 2014). Legend: Significant inclusion Partial inclusion References: BC (Muncaster, 2011); CA (Application of Southern California Edison Company for Approval of its 2009-2011 Energy Efficiency Progra...

AI summary This text discusses the adoption of a new policy in October 2014 and references various energy efficiency programs and frameworks. It mentions the Resource Value Framework (RVF), developed by the National Efficiency Screening Project (NESP), which assesses cost-effectiveness screening practices and provides guidance on selecting appropriate approaches.

Section 2007
o assess a state or province’s cost-effectiveness screening against sound principles and best practices, and to provide guidance in the selection of an appropriate cost-effectiveness approach. The RVF shares many of the concerns outlined p...

AI summary This text outlines guiding principles for cost-effectiveness screening in energy efficiency programs, emphasizing the public interest, energy policy goals, symmetry in cost and benefit analysis, inclusion of hard-to-quantify benefits, and transparency in methodology documentation.

Section 2009
to develop cost-effectiveness screening guidelines for the region. These guidelines do not prescribe any one cost-effectiveness test, but focus instead on five key principles: (1) Aligning screening practices with state energy policies (2)...

AI summary The document outlines cost-effectiveness screening guidelines developed by the National Efficiency Screening Project (NESP) and adopted by the Northeast Energy Efficiency Partnerships (NEEP) EM&V Forum. These guidelines focus on five key principles, including aligning with energy policies, accounting for non-energy benefits, and using a standard template for transparency.

Section 2012
28 Date Filed: March 29, 2019 NS Power IR-44 Attachment 1 Page 33 of 46 These implications strongly suggest that, going forward, Nova Scotia should consider two pathways to ensuring its cost-effectiveness framework is internally consistent...

AI summary The text discusses two pathways to improve Nova Scotia's cost-effectiveness framework: fixing the Test Rate Case (TRC) by addressing its shortcomings, including valuing non-energy benefits, or focusing on the narrower ratepayer value perspective through the Program Assessment Criteria (PAC). The exclusion of participant non-energy benefits (NEBs) is highlighted as a major issue in the TRC.

Section 2013
ts can lead to radically different valuations of the same or similar participant NEBs. Because of this, the regions that have begun to account for NEBs have done so in different ways. • Specific NEB valuations: conduct market research to q...

AI summary The text discusses different methods for valuing non-energy benefits (NEBs) in program cost-effectiveness assessments, including specific, inferred, and approximate approaches, highlighting variations in how regions account for these benefits.

Section 2015
e against the inaccuracy of different approach to avoided costs and by seeking to no value. integrate non-energy benefits in the TRC equation. Under the new approach, participant NEBs can now be included in the TRC benefits, through one of...

AI summary The document discusses the integration of non-energy benefits (NEBs) into the Test Rate Case (TRC) equation, proposing three methods: direct quantification, a 15% adder for non-low income programs, and a 30% adder for low-income programs. It also references proxy adjustments used in Vermont and the U.S. northwest for cost-effectiveness calculations.

Section 2016
thms: in the case of Vermont, the cost of DSM measures is reduced by 10%, whereas in the northwest U.S. (e.g. in Oregon), the DSM’s benefits (avoided costs) are subject to a 10% adder. We also note that Nova Scotia Power may benefit from t...

AI summary The text discusses variations in the cost and benefits of DSM measures across different regions, noting a 10% reduction in cost in Vermont and a 10% adder on benefits in Oregon. It also mentions that Nova Scotia Power may benefit from reduced collection costs due to lower consumer bills and highlights the inclusion of environmental externalities in DSM cost-effectiveness screening, particularly greenhouse gas emissions.

Section 2019
31 Date Filed: March 29, 2019 NS Power IR-44 Attachment 1 Page 36 of 46 OPTION B. MOVE FOCUS TO PAC TEST The other primary option for Nova Scotia is to focus instead on the narrower but more straightforward PAC test. Using the PAC test pro...

AI summary This section discusses Option B, which involves shifting focus to the Program Assessment Criteria (PAC) test for evaluating demand-side management (DSM) programs. It argues that the PAC test provides a clear measure of program performance, facilitates comparison with supply-side options, and is more symmetrical in treating benefits and costs. Connecticut is cited as an example of a state that focuses on PAC-level results for determining DSM cost-effectiveness.

Section 2021
32 Date Filed: March 29, 2019 NS Power IR-44 Attachment 1 Page 37 of 46 PRIMARY RECOMMENDATION Our review of the issues and options for Nova Scotia concludes with the need to change the current cost-effectiveness framework, to ensure inter...

AI summary The document recommends changing Nova Scotia's cost-effectiveness framework to ensure consistency and best practices. It argues that the current Test Rate Case (TRC) is too complex and potentially inaccurate, and suggests using the Program Assessment Criteria (PAC) test as a simpler and more effective alternative.

Section 2023
33 Date Filed: March 29, 2019 NS Power IR-44 Attachment 1 Page 38 of 46 NOTES ON APPLICATION Beyond the choice of tests, the way in which they are applied is also important. Indeed, screening tests can be applied in a number of ways: as in...

AI summary The document discusses the application of screening tests for demand-side management (DSM) programs, emphasizing flexibility at the portfolio level rather than the program level. It highlights that applying cost-effectiveness screening at the program level may not be the most effective approach for the Program Administrator, Efficiency Nova Scotia.

Section 2024
trator nor by the market it is attempting to influence – while providing no added value or protection to customers – in order to satisfy a “program”-level cost-effectiveness threshold. On the other hand, applying a cost-effectiveness thres...

AI summary The text discusses the application of cost-effectiveness thresholds at different levels (program vs. portfolio) and highlights equity concerns with portfolio-level thresholds. It argues for sector-level cost-effectiveness tests to ensure fair treatment and recommends a transparent reporting template for critical inputs to the PAC test.

Section 2025
34 Date Filed: March 29, 2019 NS Power IR-44 Attachment 1 Page 39 of 46 CONCLUSIONS & RECOMMENDATIONS There are several options available to Nova Scotia to improve the value provided by cost-effectiveness screening of DSM initiatives. Some...

AI summary The document discusses options for improving the cost-effectiveness screening of DSM initiatives in Nova Scotia. It highlights concerns with the current TRC framework and suggests alternatives like the PAC, which is seen as a more balanced and familiar approach for evaluating program efficiency and value to ratepayers.

Section 2028
Efficiency Scorecard for 2006. Washington: ACEEE. Energy Trust of Oregon. (2011). Cost Effectiveness Policy and General Methodology for Energy Trust of Oregon. Evan, M. (2004). The Cost-Effectiveness of Commercial Buildings Commissioning:...

AI summary The text includes references to various energy efficiency studies, policies, and methodologies, including works from the American Council for an Energy-Efficient Economy (ACEEE), the Energy Trust of Oregon, and Efficiency Vermont. These documents discuss cost-effectiveness analysis, non-energy benefits, and evaluation methods for energy efficiency programs.

E-42018 DSM Annual Progress Report 1 passage
3.2 Cost-Effectiveness Testing p. p. 51
3.2 Cost-Effectiveness Testing In the 2016-2018 Quantum Agreement, the DSM Advisory Group agreed to work to achieve consensus as to the methodology and assumptions of the cost- effectiveness screening test to be applied to future DSM Resou...

AI summary The 2016-2018 Quantum Agreement and EfficiencyOne's 2016 Settlement Agreement established collaboration with the DSM Advisory Group to refine cost-effectiveness testing methods for DSM Resource Plans, including quantifying non-energy benefits. EfficiencyOne engaged Vermont Energy Investment Corporation (VEIC) for analysis, filed an application with NSUARB in 2018, and faced regulatory delays due to stakeholder consultation requests.

E-52018 DSM Evaluation Reports 3 passages
p. pp. 77-78
Custom Retrofit FR8b/FR10b [Your previous participation in an ENS program]/[The energy efficiency promotional materials distributed by ENS] prompted you to ask for a contractor or technical staff member to examine the energy efficiency opt...

AI summary The text discusses a revised free-ridership calculation based on customer involvement (CI) in energy efficiency programs, with different multipliers applied depending on the CI score. It also includes prompts related to participation in ENS programs and the evaluation of energy efficiency measures.

Section 1717 p. p. 168
C12c. Because of your company's previous participation in an Efficiency Nova Scotia program and what was learned by participating in the program, a company representative took into account the cost-effectiveness of energy efficient [MEASUR...

AI summary The company considered the cost-effectiveness of energy-efficient measures due to its previous participation in an Efficiency Nova Scotia program and the insights gained from that experience.

p. pp. 71-72
PA4 Score: Min (FR3b; FR3c) Inconsistency Test PA1 IF ABS(FR3 - FR3a) ≥ 50% PA1 = MIN (FR3; FR3a) Inconsistency Test PA2 IF FR1 = 100% AND FR3 < 70% PA2 = EMPTY Free-Ridership IF PA4 < MEAN (PA1; PA2; PA3): MEAN (PA1; PA2; PA3; PA4) OTHERW...

AI summary The text outlines a set of calculations and tests related to free-ridership and program effectiveness, including the Inconsistency Test PA1, PA2, and the revised free-ridership formula. It includes questions related to the influence of energy efficiency promotional materials on decision-making and cost-effectiveness considerations.

E-7Practices & Procedures Evaluatoin: Site Visit Quality Assurance 2 passages
QA Site Visit Guidelines p. pp. 28-29
QA Site Visit Guidelines Now I'd like to talk about QA site visit guidelines. [PMs] Q13. Do you have QA site visit guidelines for your program? [IF NO, SKIP TO [Q22;](#page-30-0) IF YES, CONTINUE] What information do they contain? [ Probe...

AI summary The document outlines questions regarding QA site visit guidelines for ENS programs, focusing on guidelines' content, cost-effectiveness, documentation, and effectiveness in describing procedures. Key topics include sampling approaches, data collection, and program-specific requirements.

QA Inspection Guidelines p. pp. 38-40
QA Inspection Guidelines Let's talk now about QA inspection guidelines. - Q16. How would you describe [ insert organization name ]'s general approach to QA inspections? [ Probe if needed ] Are there any overarching models (such as Home Per...

AI summary The document outlines QA inspection guidelines, focusing on organizational approaches, documentation, access, topics covered (e.g., sampling, data collection), cost-effectiveness, updates, and the impact of inspection findings. It includes conditional questions based on the presence of guidelines and program-specific considerations.

E-8Verification Report by H. Gil Peach 1 passage
1. Planning p. pp. 7-8
1. Planning The function of the Plan is to develop program plans and to provide estimates, while incorporating new knowledge, much of which is moved forward from other steps in the process. The Plan provides a high-level blueprint for Impl...

AI summary The Plan's function is to develop program plans, provide estimates, and incorporate new knowledge from prior process steps. It serves as a high-level implementation blueprint, including a program portfolio, benefit/cost test results, and specific program plans.

E-9NSPI Evidence 21 passages
1.0 INTRODUCTION p. p. 4
1.0 INTRODUCTION Nova Scotia Power Inc. (NS Power, the Company) has a long history of supporting demand side management (DSM), having introduced the first energy efficiency programs in Nova Scotia. NS Power believes that efficiency program...

AI summary NS Power supports demand side management (DSM) programs but opposes a 23% budget increase for E1's 2020-2022 DSM Supply Agreement, citing economic realities and existing non-customer funded initiatives. The company emphasizes the need for cost-effective DSM aligned with Nova Scotia's environmental and energy goals.

4.0 DSM SPENDING LEVELS p. pp. 14-16
4.0 DSM SPENDING LEVELS E1's proposed spending increase, when compared to other jurisdictions in the United States and Canada, is outside industry norms. In fact, many states with mature DSM programming similar to what exists in Nova Scoti...

AI summary E1's proposed increase in Demand Side Management (DSM) spending is criticized as being inconsistent with industry norms, as many jurisdictions are decreasing their DSM spending. E1 justifies the increase by shifting focus to more expensive measures, but NS Power argues for a more conservative approach, citing potential cost savings from future efficiency measure trends.

Q. Have you appeared previously before the Nova Scotia Utility and Review Board? p. p. 40
Q. Have you appeared previously before the Nova Scotia Utility and Review Board? A. Yes. I have testified before the Utility and Review Board (Board) on behalf of the Consumer Advocate and Small Business Advocate evaluating non-transmissio...

AI summary The witness previously testified in 2013 before the Nova Scotia Utility and Review Board on behalf of the Consumer Advocate and Small Business Advocate, evaluating non-transmission alternatives to the Maritime Link Project, including economic analysis, commercial terms between NS Power and Nalcor, and topics like transmission tariffs and benefit/cost distribution.

SUMMARY OF EVIDENCE p. pp. 40-46
SUMMARY OF EVIDENCE 2 Q. Based on your review of the E1 application and the evidence before you, what are 3 your primary findings and observations? 4 A. My primary findings and observations are as follows: 5 First, the history of DSM in No...

AI summary The summary of evidence highlights concerns regarding EfficiencyOne's 2020-2022 DSM Preferred Plan, noting that its targets are overly aggressive and not affordable. The plan's budget increase is inconsistent with other provinces, and the accuracy of peak demand reduction estimates is questionable. A lower-budget DSM scenario is suggested as a more reasonable alternative.

Q. Why is critical consideration of the Mid DSM Case important in the context of these proceedings? p. p. 48
Q. Why is critical consideration of the Mid DSM Case important in the context of these proceedings? A. It is important because EfficiencyOne continues to use the Mid DSM Case as a benchmark for assessing the reasonableness of the targets p...

AI summary EfficiencyOne uses the 2014 IRP Mid DSM Case as a benchmark for 2020-2022 DSM Plan targets, citing it as the best available data. However, the reliance on a 5-year-old study is criticized for not reflecting current energy savings realities in Nova Scotia.

Q. What characteristics make the Preferred and the Alternate Plans different fromeach other? p. p. 58
Q. What characteristics make the Preferred and the Alternate Plans different fromeach other? As EfficiencyOne explained, the development of the Alternate Scenario follows the same key considerations used in the Preferred Plan: energy savin...

AI summary The Preferred and Alternate Plans share similar considerations (energy savings, balanced portfolio, investment level) but differ in cost and participation. The Alternate Scenario reduces energy savings and investment levels to offer a lower-cost option, as explained by EfficiencyOne.

6 Q. What conclusions did Mr. Reed reach from his benchmarking analysis? p. p. 58
6 Q. What conclusions did Mr. Reed reach from his benchmarking analysis? - 7 A. Mr. Reed stated that his "analysis ... supports the contention that EfficiencyOne's - proposed budget in its Preferred 2020-2022 DSM Plan is affordable, will l...

AI summary Mr. Reed concluded that EfficiencyOne's proposed DSM Plan is affordable, reduces long-term power generation costs, provides significant bill savings, and has minimal long-term rate impact.

Q. Does Mr. Reed's chosen group of leading U.S. program administrators consist of EfficiencyOne's peers? p. p. 65
ferred Plan to the top ten program administrators is more ideological than representative of broad industry patterns of relevance in calibrating how best to gauge the optimum DSM spend in Nova Scotia. Mr. Reed's approach to peer group defi...

AI summary The critique argues that Mr. Reed's selection of leading U.S. program administrators as peers for EfficiencyOne is ideologically biased and not representative of broader industry patterns. It claims that comparing Nova Scotia's DSM performance to states with milder climates (e.g., New England, California) unfairly downplays Nova Scotia's achievements, while states like Minnesota and Oregon would provide more appropriate benchmarks due to similar climatic and socioeconomic factors.

Q. Could Mr. Reed have taken reasonable steps to increase the sample size of DSM plans available to benchmark EfficiencyOne's Preferred Plan against? p. p. 69
Q. Could Mr. Reed have taken reasonable steps to increase the sample size of DSM plans available to benchmark EfficiencyOne's Preferred Plan against? A. Yes. He could have expanded his benchmarking group to include additional program admin...

AI summary Mr. Reed could have expanded the benchmarking group to include more program administrators and used historical data to assess DSM spending trends. There is no evidence he considered a year-over-year spending metric for benchmarking EfficiencyOne's plan.

Q. Would additional EE measures beyond those in the Approved 2019 DSM Plan be more expensive than existing measures? p. p. 75
Q. Would additional EE measures beyond those in the Approved 2019 DSM Plan be more expensive than existing measures? A. Yes. Since the beginning of its DSM efforts, Nova Scotia has prioritized measures that result in high energy savings an...

AI summary Additional EE measures beyond the 2019 DSM Plan would be more expensive due to prior implementation of low-cost measures. EfficiencyOne's discontinuation of LED incentives in 2019 and the nearing of diminishing returns on energy savings justify higher costs for incremental EE efforts in 2020-2022.

Q. Do you believe higher-priced EE measures beyond those in the 2019 DSM Plan are needed in Nova Scotia? p. p. 75
Q. Do you believe higher-priced EE measures beyond those in the 2019 DSM Plan are needed in Nova Scotia? EfficiencyOne's Evidence, page 20 of 62, lines 3-4. A. No. Higher-priced EE measures would likely reduce air emissions, including less...

AI summary EfficiencyOne opposes higher-priced EE measures beyond the 2019 DSM Plan, arguing that while they reduce emissions, the increased electricity rates for customers outweigh environmental benefits. The cost per kWh saved would be significantly higher, with short-term financial burdens on consumers.

5 Q. Should Nova Scotia pursue implementation of high-cost measures to achieve higher 6 levels of energy savings? p. p. 80
5 Q. Should Nova Scotia pursue implementation of high-cost measures to achieve higher 6 levels of energy savings? 2 A. No. Nova Scotia has achieved satisfactory levels of energy savings and should forego implementation of high cost measure...

AI summary Nova Scotia should not implement high-cost energy-saving measures due to affordability concerns, existing satisfactory savings, and NS Power's capacity constraints. The province can use its energy surplus until 2022 to meet demand and delay costly measures until they are more cost-effective, avoiding trade-offs seen in other regions.

Q. Are Nova Scotians well-equipped to tolerate these increased short-term costs? p. p. 80
Q. Are Nova Scotians well-equipped to tolerate these increased short-term costs? - A. In my opinion, the answer is no. As mentioned previously, the six states in Mr. Reed's benchmarking analysis are among the most prosperous in the U.S. In...

AI summary Nova Scotians may struggle with increased short-term costs due to lower income compared to U.S. states and Canadian provinces. DSM measures targeting peak demand reduction could raise electricity rates but may be justified if benefits are bankable. Rate increases from 2020-2022 are projected across customer segments, with residential rates rising 3.25% and large industrial rates up to 7.78%.

Q. Do you agree with EfficiencyOne's explanation? p. p. 80
Q. Do you agree with EfficiencyOne's explanation? A. No, I disagree. EfficiencyOne appears to believe that cost-effectiveness and affordability are synonymous. In my view, EfficiencyOne has incorrectly interpreted the high Total Resource C...

AI summary The respondent disagrees with EfficiencyOne's conflation of cost-effectiveness and affordability. The Total Resource Cost (TRC) test measures cost-effectiveness, not affordability, which considers upfront costs relative to income. The Board's definition of affordability balances short-term and long-term factors, and the respondent argues demand reduction measures' high upfront costs fail this standard.

Q. Why do you think the proposed demand reduction measures are not affordable? p. p. 80
Q. Why do you think the proposed demand reduction measures are not affordable? A. EfficiencyOne proposes to invest $3.3 million per year in the peak demand reduction program and assumes these measures will reduce peak demand by 20.7 MW ove...

AI summary EfficiencyOne's proposed demand reduction measures are questioned for their affordability due to reliance on uncertain 2019 pilot results, simplified projections, and assumptions about participation and TOU tariff adoption. The effectiveness depends heavily on TOU rate parameters, which may not provide sufficient incentive for behavior change.

Q. What are the peak demand reductions proposed by EfficiencyOne under the Preferred Plan and Alternate scenario? p. p. 80
per watt demand reduction cost is $1.69/W for the Board approved 2019 DSM Plan, $1.07/W for the 2020-2022 Preferred Plan and $1.08/W for the 2020-2022 Alternate scenario. Relative to baseline 2019, EfficiencyOne Evidence, from page 31 of 6...

AI summary EfficiencyOne's proposed peak demand reductions under the 2019 DSM Plan and 2020-2022 scenarios have per watt costs of $1.69/W, $1.07/W, and $1.08/W respectively, as part of Nova Scotia's regulatory proceedings.

Figure 22. Annual Investment and Peak Demand Reduction Differences between the Preferred Plan and the $27 million E1-Navigant A Scenario p. pp. 107-108
Figure 22. Annual Investment and Peak Demand Reduction Differences between the Preferred Plan and the $27 million E1-Navigant A Scenario Figure 23. Annual Investment and Energy Savings Differences between the Preferred Plan and the $34 mil...

AI summary The document compares the Preferred Plan with two E1-Navigant A scenarios ($27 million and $34 million) in terms of annual investment, peak demand reduction, and energy savings. It highlights differences in investment and savings outcomes between the scenarios.

Q. Mr. Levitan, what are your key findings and observations? p. p. 110
Q. Mr. Levitan, what are your key findings and observations? - A. I have eight key findings and observations. - First, EfficiencyOne's Preferred Plan does not meet the Board's definition of affordability as the certain and significant near...

AI summary Mr. Levitan outlines eight key findings: EfficiencyOne's Preferred Plan lacks affordability, the Alternate scenario is suboptimal, lifetime energy savings are uncertain, less costly DSM plans are feasible, organic efficiency measures exist, jurisdictional analysis is flawed, ProCESS modeling is subjective, and inflated fuel costs skew cost-effectiveness. These critiques focus on DSM plan evaluation, cost-benefit analysis, and modeling methodologies.

Agenda p. pp. 140-141
Agenda - UARB Directive - Proposed revisions to RBIA methodology - Updated avoided costs - Data Requirements from NS Power - Avoided costs of Fuel, Generation Transmission and Distribution - Energy and demand cost escalation rate - Recomme...

AI summary The agenda outlines key items including the UARB Directive, proposed RBIA methodology revisions, updated avoided costs, and data requirements from NS Power. Topics focus on fuel, generation, transmission, distribution costs, and energy demand escalation rates.

Under NS Power's approach: p. p. 148
Under NS Power's approach: - 1) Non-participants show slightly more diversified bill effects not visible due to scale of the graph. - 2) Participants show higher bill savings due to reflection of changing number of participating customers...

AI summary NS Power's approach highlights that DSM participants achieve higher bill savings through targeted programs, while non-participants show less visible diversification. Customer classes face initial rate increases despite long-term bill reductions. Graph scale limitations obscure full bill effect visibility.

Approach to Updated Avoided Costs p. pp. 148-149
Approach to Updated Avoided Costs - NS Power proposes to use annual avoided fuel costs rather than levelized avoided fuel costs, using the annual values from the last two IRPs. For avoided capacity, NS Power has proposes to use the 2014 IR...

AI summary NS Power proposes using annual avoided fuel costs from recent IRPs and 2014 avoided capacity costs. A new IRP, directed by UARB, will update long-term planning for DSM (2023-2026). Current system data (lower marginal costs, renewables, self-generation) challenges reliance on 2014 IRP values.

E-11E1(CA) RIR-1 to RIR-19 2 passages
NON-CONFIDENTIAL p. p. 6
NON-CONFIDENTIAL Request IR-10: 2 Has E1 done any analysis on alternative scenarios where savings are higher than the Preferred Scenario? If so, please provide detailed projections of costs, savings, and cost- effectiveness for these scena...

AI summary The Consumer Advocate (CA) requested EfficiencyOne (E1) to provide analysis on alternative scenarios with higher savings than the Preferred Scenario. E1 referred to their response to Synapse IR-11 b) for detailed projections, indicating they may have addressed this in prior submissions.

NON-CONFIDENTIAL p. p. 6
NON-CONFIDENTIAL 1 Request IR-19: 2 3 How did E1 set incentive levels for the residential programs in the 2020 - 2022 DSM Plan? 4 5 Response IR-19: 6 7 EfficiencyOne's incentive levels for residential programs were initially established ba...

AI summary EfficiencyOne (E1) set residential program incentives in the 2020-2022 DSM Plan based on 2018 incentives, updated using historical data, contractual expectations, market conditions, and cost modelling. New pilots used incremental cost and savings projections, with potential future adjustments.

E-12E1 (EAC) RIR-1 to RIR-14 6 passages
NON-CONFIDENTIAL p. p. 0
NON-CONFIDENTIAL 1 Request IR-04: 2 3 Please provide the avoided costs used to determine the cost-effectiveness of the preferred 4 plan. 5 6 Response IR-04: 7 8 Please refer to EfficiencyOne's response to SBA IR-13. Date Filed: May 13, 201...

AI summary The request (IR-04) seeks avoided costs for evaluating the cost-effectiveness of the preferred plan. The response directs to EfficiencyOne's answer to SBA IR-13, filed May 13, 2019, by E1 in reply to EAC's query.

1 Request IR-05: p. p. 0
1 Request IR-05: 2 3 Please provide the avoided costs used to develop the efficiency scenarios in the 2014 IRP. 4 5 Response IR-05: 6 - 7 Please refer to Attachment 1 of this IR response for the annual avoided cost profiles used, based - 8...

AI summary The response to Request IR-05 directs to Attachment 1 for annual avoided cost profiles based on the 2009 IRP refresh and references Table 1 for other resource impact values used in the 2014 IRP efficiency scenarios.

1 Request IR-06: p. p. 0
1 Request IR-06: 2 3 Please provide the avoided costs used by Synapse to develop the 2018 GUO report. 4 5 Response IR-06: 6 - 7 Synapse relied on updated DSM unit cost information to inform the development of the 2018 GUO - 8 report. In or...

AI summary Synapse used updated DSM unit cost data from Navigant's 2013 DSM Potential Study update for the 2018 GUO report. The avoided costs are based on the 2014 IRP (Base Case) and NS Power's 2017 transmission/distribution cost estimates. Table 1 details other resource impact modeling parameters.

16 Table 1: Other Resource Impact Values p. p. 0
16 Table 1: Other Resource Impact Values Impact Type Units Value Water $/m3 0.51 Fuel Oil $/liter 0.78 Wood $/cord 300 Pellet $/tonne 300 Year 2019 2020 2021 2022 2023 2024 Avoided Costs of Energy ($/kWh) 0.057 0.060 0.062 0.084 0.085 0.08...

AI summary Table 1 presents resource impact values for water, fuel oil, wood, and pellets, along with avoided costs for energy, capacity, and transmission from 2019 to 2042. EfficiencyOne (E1) responded to the Ecology Action Centre (EAC).

AVOIDED COSTS p. p. 14
AVOIDED COSTS ENS is proposing to use the avoided costs prepared by NSP for the 2014 Integrated Resource Planning (IRP) when they prepare the 2020 – 2022 DSM Plan RBIA. The various input variables – such as prices, load forecast, technolog...

AI summary ENS proposes using 2014 avoided costs from NSP's IRP for the 2020–2022 DSM Plan RBIA. SBA argues that updated inputs reflecting current Nova Scotia market conditions should be used instead of outdated 2014 data.

CONTINUING ENGAGEMENT p. p. 14
CONTINUING ENGAGEMENT Date Filed: May 13, 2019 As EfficiencyOne and NSP are simultaneously required to develop RBIA models, the SBA believes that the analysis undertaken by both parties will improve if there are opportunities for collabora...

AI summary The SBA recommends continued collaboration between EfficiencyOne (ENS) and NSP to align RBIA models, address differences in avoided cost methodologies, and incorporate DSMAG input. Synapse proposed using avoided costs from M08059, but NSP opposes this due to lack of testing. The SBA emphasizes ongoing engagement to refine RBIA models.

E-13E1 (HGL) RIR-1 to RIR-7 2 passages
NON-CONFIDENTIAL p. p. 18
NON-CONFIDENTIAL Request IR-05: Reference: 2020-2022 DSM Plan, page 59 of 62 The Use of Avoided Costs from the 2014 IRP in the Development of the 2020-2022 DSM Resource Plan. "Given that the 2014 Integrated Resource Plan represents the mos...

AI summary EfficiencyOne (E1) supports using 2014 Integrated Resource Plan (IRP) avoided costs for the 2020-2022 DSM Resource Plan, citing NS Power's 2018 presentation on transmission/distribution costs. E1 includes these costs as conservative and justified, along with natural gas and water impacts based on utility rates due to unavailable true avoided cost data.

NON-CONFIDENTIAL p. p. 18
NON-CONFIDENTIAL (a) The avoided costs of energy and generation capacity provided by NS Power from the 2014 IRP and used in the E1 2020-2022 DSM Resource Plan. Please include avoided costs for each year of the study period. (b) The avoided...

AI summary The document requests avoided costs, transmission/distribution capacity costs, non-energy costs, and discount rates from E1's 2020-2022 DSM Resource Plan. E1 refers to prior responses for avoided costs and non-energy costs, stating a 6.84% discount rate based on NS Power's 2019 WACC/AFUDC rate, assuming constancy throughout the study period. Cross-references include M08876, 76340, and the NSUARB Order.

E-14E1 (IG) RIR-1 to RIR-25 5 passages
1 [E1's Evidence] p. p. 10
1 [E1's Evidence]

AI summary The document section titled 'E1's Evidence' is referenced, though no substantive content is provided in the text. Known acronyms include TRC, PAC, DSM, and WACC, which are relevant to regulatory proceedings involving cost tests and demand-side management.

33 Schedule B (Page 2 of 2) p. p. 45
33 Schedule B (Page 2 of 2)

AI summary Schedule B (Page 2 of 2) from a Nova Scotia regulatory proceeding document outlines procedural elements related to utility cost tests and rate design. Key entities include Nova Scotia Power Incorporated (NSPI) and the Utility and Rate Board (UARB), with topics focusing on demand-side management (DSM) and cost methodologies.

Affordable Multi-Family Housing and Non-Profit Organizations p. p. 79
Affordable Multi-Family Housing and Non-Profit Organizations • Incremental Costs associated with measure are based on a draft characterization for the Custom Program Component and are not known with a high degree of confidence, given the l...

AI summary The text discusses uncertainty in incremental costs for a Custom Program Component due to limited historical data from a pilot program. EfficiencyOne states it will not offer incentives exceeding project costs for this new component, citing low participation in the current pilot.

NON-CONFIDENTIAL p. p. 79
NON-CONFIDENTIAL approach taken – as there is no installed measure replacing the retired appliance, there are no "true" efficient measure costs, incremental or otherwise.

AI summary The analysis highlights that no replacement measure exists for the retired appliance, resulting in the absence of 'true' efficient measure costs, incremental or otherwise, impacting cost calculations for regulatory proceedings.

Small Business Energy Solutions p. p. 79
Small Business Energy Solutions - With the exception of rows 309, incentives in excess of incremental costs are due to the reasons described in part a) and part b) of this IR response. - For row 309, EfficiencyOne relied upon incremental c...

AI summary EfficiencyOne (E1) justifies incentives exceeding incremental costs for most rows except row 309, where updated data from Navigant was used. E1 responded to the Industrial Group (IG) regarding these adjustments.

E-15E1 (MEUNSC) RIR-1 to RIR-7 3 passages
NON-CONFIDENTIAL p. pp. 0-1
NON-CONFIDENTIAL 1 Request IR-02: 2 3 Would E1 agree that changes in both the level and timing of avoided costs could have a 4 material impact on forecasted benefit levels? 5 6 Response IR-02: 7 8 Yes, although EfficiencyOne and Navigant d...

AI summary The document addresses a request about the impact of avoided cost changes on benefit forecasts. EfficiencyOne confirms that sensitivity analyses on avoided costs were not performed, citing consistency with past DSM planning practices since 2008 and noting such analysis is not industry standard for short-term planning.

Summary of E1's 2020-2022 DSM Plan p. pp. 8-11
Summary of E1's 2020-2022 DSM Plan We compared the proposed scenarios from E1's 2020-2022 DSM Plan presentation with E1's actual achievements in 2016 and 2017 and to planned achievements in 2018 and 2019. The results of this review are pre...

AI summary The document compares E1's proposed 2020-2022 DSM Plan scenarios (Preferred and Alternate) with historical performance (2016-2019). The Preferred Plan projects 27% higher spending than 2019's $34.1M, 2% higher energy savings, and 70% higher demand savings. The Alternate Plan shows 9% higher spending than historical highs, with 47% higher demand savings than 2016. Both plans aim for ~1.26% savings as a percent of sales, matching historical DSM achievements.

Recommendations and Requests p. p. 12
Recommendations and Requests Based on the foregoing, we make the following recommendations and requests for the 2020-2022 DSM Plan: - The Preferred Plan should be designed to attain the levels of savings in the 2014 IRP preferred resource...

AI summary The text recommends aligning the 2020-2022 DSM Plan with the 2014 IRP's savings targets, opposing lower savings in alternate plans, and requesting data on end-use shifts and demand-saving strategies. It emphasizes transparency in explaining cost and implementation methods for demand-side management.

E-16E1 (NSUARB) RIR-1 to RIR-10 1 passage
NON-CONFIDENTIAL
NON-CONFIDENTIAL Request IR-06: For several years E1 has been able to achieve or exceed its energy and peak demand targets while underspending the approved investment amounts by about 8% to 10% annually. This could be attributed to effecti...

AI summary EfficiencyOne (E1) explains that its annual underspending of 8-10% on DSM budgets may result from effective cost control and a focus on lower-cost measures, rather than contingency funds. A 10% funding reduction ($12.9M) would require portfolio redesign, potentially increasing unit costs. E1 emphasizes its proven track record and proposed LES Performance Targets to maintain savings.

E-17E1 (SBA) RIR-1 to RIR-49 14 passages
NON-CONFIDENTIAL p. p. 0
NON-CONFIDENTIAL 1 Request IR-04: 2 3 Please provide mathematical formula of total resource cost test used in the cost-effectiveness 4 testing of 2020-2022 DSM Resource Plan. 5 6 Response IR-04: 7 8 The following response has been provided...

AI summary The 2020-2022 DSM Resource Plan uses the 2001 Standard California Cost Test Method for total resource cost calculations. The formula includes avoided costs benefits divided by the sum of customer costs, utility admin costs, and negative avoided costs benefits, with specific considerations for energy and gas consumption changes.

b) Please refer to the table below. p. p. 0
b) Please refer to the table below. Incentive Cost ($M) Total Cost ($M) Incentive as percent of total cost 2020 2021 2022 2020 2021 2022 2020 2021 2022 Efficient Product Rebates 6.1 6.2 6.5 7.3 7.5 7.8 83% 83% 84% Residential Efficient Pro...

AI summary The table compares incentive and total costs for two efficiency programs (Efficient Product Rebates and Residential Efficient Products Rebates) across 2020-2022, showing incentive costs as 83-84% and 62-66% of total costs respectively. Key factors differentiate these programs regarding incentive cost percentages.

Conservative TRC estimates p. p. 0
Conservative TRC estimates EfficiencyOne's approach to characterizing measures in Instant Savings was conservative for replace-on-burnout measures; EfficiencyOne used total retail cost instead of incremental costs since these were the most...

AI summary EfficiencyOne's method for Instant Savings measures used total retail cost instead of incremental costs, deeming the former more robust. This approach conservatively estimates TRC by not reducing customer costs with baseline technology expenses.

1.1.2 Characterize the Energy Efficiency Measures p. p. 17
1.1.2 Characterize the Energy Efficiency Measures Navigant developed representative DSM measures to be used as inputs to the ENSC DSM potential analysis. Navigant first reviewed the measure level details used as inputs to the approved 2013...

AI summary Navigant characterized energy efficiency measures for ENSC's DSM potential analysis, revising assumptions and incorporating feedback. They defined parameters like baseline energy consumption, incremental savings, costs, and measure densities, considering building class differences and code changes.

Measure Costs p. p. 19
Measure Costs Measure costs were based on the incremental equipment cost between the baseline and technologies for replacement on burnout and new applications. Retrofit measure costs included the full material cost of the energy‐efficient...

AI summary Measure costs for energy-efficient technologies include incremental equipment and retrofit expenses, sourced from ENSC data and market research. EERAM allows technology costs to evolve over time, aligned with US DOE findings on cost reduction rates and learning curves, with technologies mapped to specific maturity stages.

1.1.3 Conduct Benefit‐Cost Analysis of Energy Efficiency Measures p. pp. 19-20
1.1.3 Conduct Benefit‐Cost Analysis of Energy Efficiency Measures The energy efficiency measures were evaluated with respect to each of the four main standard cost tests, with the total resource benefit‐cost tests used to determine cost‐ef...

AI summary Energy efficiency measures are evaluated using four cost tests: participant, program administrator cost (PAC), ratepayer impact measure (RIM), and total resource cost (TRC). Each test assesses cost-effectiveness based on avoided costs, program expenses, and revenue impacts. The analysis references a 2011 U.S. Department of Energy document on appliance price forecasting.

1.1.4 Estimate Energy Efficiency Potentials p. p. 20
1.1.4 Estimate Energy Efficiency Potentials Navigant developed estimates of energy efficiency measure potentials in terms of Technical, Economic, and "Achievable" Potential. Note that the Energy Efficiency Achievable Potentials presented i...

AI summary Navigant estimated energy efficiency potentials using Technical, Economic, and Achievable categories, with Achievable Potential focusing on Efficiency Nova Scotia Corporation's DSM programs. Economic Potential used the TRC test, while the EERAM tool allowed the PAC test. The dual baseline approach calculated savings and costs based on remaining useful life of replaced equipment, distinguishing enhanced and regular savings periods.

1.3 Energy Efficiency Economic Potential Results p. p. 22
1.3 Energy Efficiency Economic Potential Results Appendix B presents the total Economic Potential results of the analysis, 2015 through 2040, across all sectors; Residential, Commercial and Industrial. The total (Gross at Generator) energy...

AI summary The analysis estimates total energy efficiency economic potential savings from 2015 to 2040 at 6,354 GWh (46% of forecast sales) and 1,334 MW (52% of peak winter demand). High economic potential is attributed to including nearly economically feasible measures in DSM portfolios and setting an economic screen of 0.75 to ensure cost-effectiveness.

2.3 Calculating Energy Efficiency Potential p. p. 27
2.3 Calculating Energy Efficiency Potential The model partitions its evaluation of each measure into technical, economic and achievable potential. Each assessment includes building stock estimates, technology densities, and measure impacts...

AI summary The EERAM model evaluates energy efficiency potential through three metrics: technical, economic, and achievable. Technical potential calculates maximum savings without cost or market considerations, economic potential applies cost-effectiveness via the TRC test, and achievable potential considers program administrator parameters. Replacement-on-burnout measures are limited by measure life, while other measures use full baseline populations.

2.5 Financial Tests Calculated p. p. 27
2.5 Financial Tests Calculated EERAM also calculates several financial tests2, including: - Total Resource Cost (TRC): This test includes all quantifiable costs and benefits of an energy efficiency measure that may accrue to participants o...

AI summary EERAM calculates financial tests (TRC, PAC, RIM, PCT, Simple Customer Payback, Levelized Measure Cost/kWh) to assess energy efficiency measures' cost-effectiveness from various perspectives, including total resource cost, program administrator costs, ratepayer impact, and participant costs. Outputs guide program administrators in setting energy efficiency goals and estimating cost-effective savings.

2.6 Approach to Multi‐Life Benefits p. p. 27
2.6 Approach to Multi‐Life Benefits The EERAM model is built to recognize that the impacts of most DSM measures extend beyond the initial estimate of measure life. Taking this reality into account can affect benefit/cost ratios, such as th...

AI summary The EERAM model accounts for multi-life benefits of DSM measures by considering long-term impacts on TRC, PCT, PAC, and RIM. It uses two variables: measure re-engagement (continued efficiency benefits) and re-participation (re-engagers rejoining DSM programs). Re-engagement affects baseline population availability for future participation.

2.9 Transitioning to Market Transformation p. pp. 27-34
2.9 Transitioning to Market Transformation EERAM recognizes that a program administrator‐sponsored DSM program measure reaches a point where it can be considered part of a transformed market. This market transformation point is estimated w...

AI summary EERAM's model identifies a Market Transformation Point (MTP) where DSM programs shift from direct incentives to market-wide impact. Post-MTP, administrative and incentive costs are removed, but avoided costs are still claimed. Market penetration increases, and benefit/cost tests assume no further costs after transformation.

Preamble p. p. 45
asure costs also are adjusted. Early Replacement : refers to an energy efficiency measure normally regarded as ROB is installed before the effective life of the measure it is replacing is reached. Economic Potential: the subset of the tech...

AI summary The glossary defines key energy efficiency terms, including 'Early Replacement,' 'Economic Potential,' 'Effective Useful Life (EUL),' 'Emerging Technology,' 'End-use,' and 'Energy Efficiency.' It emphasizes distinctions between technical and economic potential, programmatic costs, and the importance of demand response. Terms highlight cost-effectiveness, implementation challenges, and technical metrics for energy efficiency programs.

NON-CONFIDENTIAL p. pp. 276-330
NON-CONFIDENTIAL the portfolio-level weighted-average measure life (which is 14 years for each year of both the Preferred and Alternate Plans). First-year energy and demand savings resulting from each year of DSM program delivery are assum...

AI summary The document details a DSM program model using a 14-year weighted-average measure life to calculate annual energy and demand savings, multiplied by avoided cost rates. It explains how avoided costs evolve over time, with persistent savings from prior years. The model assumes measure types are irrelevant, focusing only on costs, savings, and participation rates, which influence rate impacts differently.

E-18E1 (Synapse) RIR-1 to RIR-47 14 passages
Section 9 p. p. 12
Various items inform whether a certain measure/offering is piloted. This includes reviewing items such as the impact to existing budgets, considerations of energy savings diversification, cost-effectiveness of the measure/offering, and ant...

AI summary EfficiencyOne considers factors like budget impact, energy savings diversification, and cost-effectiveness when deciding to pilot new measures. The use of AMI data is intended to enhance DSM services, with potential applications including customized recommendations, demand reduction, and behavior-based initiatives, though specific implementation details remain to be finalized.

NON-CONFIDENTIAL p. pp. 12-29
NON-CONFIDENTIAL Request IR-07: Refer to EfficiencyOne's evidence, page 57, line 1 to page 58, line 2. When does EfficiencyOne propose to address the GHG and CO2 issues with the DSMAG? Response IR-07: EfficiencyOne proposes to address avoi...

AI summary EfficiencyOne proposes a two-stage approach to address avoided CO2 issues with the DSMAG, including a memorandum in late 2019 and a method for quantifying CO2 in Q4 2019, recognizing the need for consensus as CO2 policies evolve.

ENS Issue 1e: better class allocation ratios for lost revenues and avoided costs p. p. 70
ENS Issue 1e: better class allocation ratios for lost revenues and avoided costs I agree that NS Power needs to provide more explanation of its approach. The final methodology should reflect, for example, that the COSS will assign the resi...

AI summary The text emphasizes the need for NSP to clarify its methodology for allocating costs related to lost revenues and avoided costs from DSM programs. It argues that residential and small-commercial classes should bear a larger share of costs compared to industrial or MEU DSM programs.

New Issue 1: Which avoided costs to use when avoided cost estimates change p. p. 70
New Issue 1: Which avoided costs to use when avoided cost estimates change The choice of appropriate avoided costs depends on the purpose of the analysis. For prospective analyses, the avoided costs should reflect the best available inform...

AI summary The document discusses selecting appropriate avoided costs for DSM analyses. Prospective analyses use current best estimates, while retrospective analyses may compare past savings against future cost estimates. The NSUARB emphasizes discretion in choosing perspectives for cost-benefit reviews, noting no single correct approach for retrospectives.

New Issue 2: Avoided costs for 2020-2022 DSM Plan RBIA p. p. 70
New Issue 2: Avoided costs for 2020-2022 DSM Plan RBIA Using the 2014 IRP avoided generation costs in 2019 analyses for the 2020–2022 DSM Plan is regrettable, but it is not clear that NS Power can be induced to address the many outstanding...

AI summary The document critiques Nova Scotia Power's (NSP) methodology for calculating avoided costs in the 2020–2022 DSM Plan, arguing that using outdated 2014 IRP data is flawed. Efficiency Nova Scotia challenges NSP's T&D cost calculations, citing inconsistencies in load growth alignment, unexplained discrepancies in data, and an incorrect division of investments by total load rather than growth-specific metrics, leading to underestimations of avoided costs.

New Issues p. p. 86
New Issues New Issue #1 – Which avoided costs to use when avoided cost estimates change New Issue #2 – Source of avoided costs for 2020-2022 DSM Plan RBIA New Issue #3 – Line losses New Issue #4 – Expiry of customers New Issue #5 – Average...

AI summary Six new issues are raised in the proceeding: determining avoided costs when estimates change, sourcing avoided costs for the 2020-2022 DSM Plan RBIA, line losses, customer expiry, weighted average bill impact graphs, and clarifying rate impacts in NS Power's DSMAG Presentation. NSP and NSUARB are central to the discussion.

2017_ENS_1e) Development of better class allocation ratios for lost revenues and avoided costs p. p. 86
2017_ENS_1e) Development of better class allocation ratios for lost revenues and avoided costs

AI summary The proceeding focuses on developing improved class allocation ratios to address lost revenues and avoided costs, involving Nova Scotia Power and the Nova Scotia Utility and Review Board.

NEW_1) Which avoided costs to use when avoided cost estimates change p. p. 86
NEW_1) Which avoided costs to use when avoided cost estimates change

AI summary The document addresses the regulatory challenge of selecting appropriate avoided cost estimates when initial projections change, involving Nova Scotia Power (NSP) and the Nova Scotia Utility and Review Board (NSUARB). The discussion centers on methodology for updating avoided costs in utility proceedings, with implications for demand-side management and rate design.

Issue p. p. 86
Issue • Application of avoided costs in the model is inconsistent with cost justification used for DSM Plan approvals

AI summary The issue highlights a discrepancy between the application of avoided costs in a model and the cost justification used for approving DSM Plans. This inconsistency raises concerns about alignment between modeling practices and regulatory approval criteria for demand-side management initiatives.

Considerations p. p. 86
Considerations - We currently have long-term avoided cost estimates from the 2009 IRP Update and 2014 IRP; will soon have a new set from the 2020 IRP - Historically, the RBIA has applied the same avoided cost rates to all DSM savings in a...

AI summary The document discusses the application of avoided cost estimates from different Integrated Resource Plan (IRP) updates (2009, 2014, 2020) to Demand Side Management (DSM) savings in the Rate and Bill Impact Analysis (RBIA). Historically, the same avoided cost rates were applied to all DSM savings in a given year, but the text proposes using the IRP avoided costs specific to the program year's cost-justification. This change will not affect the 2020-2022 DSM Plan RBIA but will be implemented prior to the 2019 Historical RBIA.

NEW_2) Source of avoided costs for 2020-2022 DSM Plan RBIA p. p. 86
NEW_2) Source of avoided costs for 2020-2022 DSM Plan RBIA

AI summary The document addresses the source of avoided costs for the 2020-2022 Demand Side Management (DSM) Plan Rate and Bill Impact Analysis (RBIA) under Nova Scotia Power's regulatory proceeding with the Nova Scotia Utility and Review Board (NSUARB).

Issue p. p. 86
Issue Which sets of avoided costs should be used for the 2020-2022 DSM Plan RBIA?

AI summary The issue concerns determining the appropriate avoided costs for the 2020-2022 Demand Side Management (DSM) Plan Rate and Bill Impact Analysis (RBIA) under Nova Scotia regulatory proceedings.

Considerations p. p. 86
Considerations - The analysis will only include DSM proposed in the DSM Plan application (2020-2022 program years) - The UARB directed NS Power to update avoided costs as required by EfficiencyOne for use in preparation of the 2020-2022 DS...

AI summary The analysis focuses on DSM proposals for 2020-2022, with the UARB directing NS Power to update avoided costs per EfficiencyOne. Synapse recommends using costs from the Generation Optimization matter, while NS Power advocates retaining 2014 IRP avoided costs and updated transmission/distribution costs. EfficiencyOne supports NS Power’s position in the 2018 RBIA matter.

Considerations p. p. 86
Considerations - Savings reported by EfficiencyOne are "at generator" - "At generator" savings can be converted to "at meter" by subtracting line losses - Historically the model has used a single set of savings, which were "at generator" -...

AI summary The text discusses the distinction between 'at generator' and 'at meter' savings, noting that historical models used 'at generator' savings for avoided costs, while 'at meter' savings (adjusted for line losses) are used for lost revenues and customer bill impacts. EfficiencyOne's reported savings are framed as 'at generator' in the current model.

E-20NSPI (CA) RIR1 to RIR-54 - Redacted 4 passages
NON-CONFIDENTIAL p. pp. 39-60
NON-CONFIDENTIAL 1 analysis of cost-effectiveness of seasonal shutdown based solely on energy reduction. Please also 2 refer to NSUARB IR-22. Date Filed: May 13, 2019 NSPI (CA) IR-3 Page 2 of 2

AI summary The text references an analysis of the cost-effectiveness of a seasonal shutdown based on energy reduction and cites NSUARB IR-22. It is part of a regulatory filing by NSPI dated May 13, 2019.

NON-CONFIDENTIAL p. p. 39
NON-CONFIDENTIAL 1 Request IR-16: 2 3 Mr. Levitan expresses concern about "significantly increased efforts for DSM measures 4 beyond what is recommended would accelerate adoption of measures that barely passed 5 the cost-effectiveness test...

AI summary Mr. Levitan expresses concern that increased efforts for DSM measures beyond recommendations would accelerate adoption of measures that barely passed the cost-effectiveness test through regulatory fiat. He argues that measures with TRC ratios below or near 1 may not be cost-effective and questions if all Board decisions are considered regulatory fiat.

2020-2022 Demand Side Management (DSM) Resource Plan (NSUARB M09096) NSPI Responses to Consumer Advocate Information Requests p. p. 39
2020-2022 Demand Side Management (DSM) Resource Plan (NSUARB M09096) NSPI Responses to Consumer Advocate Information Requests 1 (c) Board approval of a DSM plan that allows for the inclusion of non-cost-effective 2 measures to satisfy regu...

AI summary The document discusses concerns regarding the inclusion of non-cost-effective measures in the 2020-2022 DSM Plan, arguing that such measures may not be included in a plan that only allows verified cost-effective measures. It references the TRC ratios of various measures, noting some fall below 1 or are in the 1-1.26 range, which is seen as potentially harmful to consumers.

From Richard Levitan, Levitan & Associates, Inc.: p. pp. 40-60
From Richard Levitan, Levitan & Associates, Inc.: (a) In this context "obsolete" means something is no longer the best solution because a better, more cost-effective solution is available. (b) I refer to a situation in which an EE measure...

AI summary The text defines 'obsolete' in the context of energy efficiency (EE) measures, arguing that implementing EE solutions in 2020 may become outdated if more cost-effective technologies emerge. Rapid technological advancements and uncertainty in long-term benefits raise concerns about the value of current EE investments relative to certain costs.

E-21NSPI (EAC) RIR-1 to RIR-7 2 passages
NON-CONFIDENTIAL p. p. 3
NON-CONFIDENTIAL 1 Request IR-1: 2 3 Please provide NSP's most current avoided costs for both energy and capacity from years 4 2020-2040. 5 6 Response IR-1: 7 8 Please refer to NSUARB IR-7. Date Filed: May 13, 2019 NSPI (EAC) IR-1 Page 1 o...

AI summary The document contains a request (IR-1) for Nova Scotia Power's (NSP) avoided costs from 2020-2040 and a response directing to NSUARB IR-7. The filing date is May 13, 2019, and the matter is labeled NSPI (EAC) IR-1.

NON-CONFIDENTIAL p. p. 3
NON-CONFIDENTIAL 1 Request IR-2: 2 3 Have you done any analysis on the maximum cost-effective level of achievable efficiency? 4 5 (a) Please provide costs and savings by year from this scenario 6 (b) Please provide all analyses and workpap...

AI summary The document contains a request (IR-2) seeking analysis on maximum cost-effective efficiency levels, with subparts requesting cost data, supporting analyses, and explanations of avoided cost differences. The response directs to SBA IR-8 for details.

E-23NSPI (IG) RIR-1 to RIR-10 - Redacted 1 passage
1.1 Scope p. p. 88
1.1 Scope This report presents the results of the study with the objective of assessing the impact of Maritime Link Network Upgrades on existing ERIS wind generation facilities connected to the Nova Scotia transmission system. In particula...

AI summary This study assesses the impact of Maritime Link Network Upgrades on ERIS wind generation facilities in Nova Scotia, focusing on short circuit analysis, thermal overload checks, and stability analysis. It also provides a non-binding cost estimate for upgrades needed to operate ERIS facilities like NRIS facilities.

E-24NSPI (NSUARB) RIR-1 to RIR-24 - Redacted 5 passages
CONFIDENTIAL (Attachment Only) p. p. 19
CONFIDENTIAL (Attachment Only) 1 (b) The Company does not have an updated long-term resource plan from which to calculate 2 avoided energy and capacity costs for DSM; therefore, the 2014 IRP avoided costs are 3 still the most recent calcul...

AI summary NSP lacks an updated long-term resource plan to calculate DSM avoided costs, relying on 2014 IRP data. It proposes using marginal costs as a proxy until a new resource plan is completed. Discrepancies between 2014 avoided costs and updated marginal costs are expected due to changes in load and system outlook. References include NSUARB IR-1 and a confidential attachment.

SUPPLY CHAIN ASSESSMENT p. p. 37
- Strong and growing local solar industry: Most of the existing solar business activity in Nova Scotia is focused on system installation and related services (Sales & Customer Acquisition, Engineering & Design). The momentum gained from Ef...

AI summary Nova Scotia's solar industry is growing, driven by Efficiency Nova Scotia's SolarHomes program, with 51 active installers. Barriers to entry are low, enabling expansion into solar PV. While local cell manufacturing is unlikely, opportunities exist for Balance of System (BOS) hardware manufacturing, leveraging existing thermal equipment manufacturers.

2020-2022 DSM NSUARB IR-11 Attachment 1 Page 26 of 40 REDACTED (CONFIDENTIAL INFORMATION REMOVED) p. pp. 37-44
2020-2022 DSM NSUARB IR-11 Attachment 1 Page 26 of 40 REDACTED (CONFIDENTIAL INFORMATION REMOVED) Figure 6: Distribution of Jobs Supported per MW of Residential by Function in Nova Scotia Based on these conclusions, we aggregate the approp...

AI summary Residential solar deployment in Nova Scotia is estimated to support 25.6 FTEs per MW installed, with 21.5 direct and 4.1 indirect FTEs. Jobs are distributed as 52% in installation, 32% in ancillary functions, and 16% in upstream activities related to BoS hardware manufacturing and distribution.

INDUCED JOBS p. p. 44
INDUCED JOBS Induced jobs are generally created in goods and services industries as a result of dollars that were previously spent on electricity bills by households being redirected to other sectors of the economy. As consumers save money...

AI summary Induced jobs result from households redirecting electricity bill savings to other economic sectors, creating jobs in goods and services industries. The utility sector's lower job intensity compared to other sectors means redirected spending generates approximately 10 net new jobs per $1 million moved to other activities.

2020-2022 DSM NSUARB IR-11 Attachment 1 Page 32 of 40 REDACTED (CONFIDENTIAL INFORMATION REMOVED) p. pp. 47-50
2020-2022 DSM NSUARB IR-11 Attachment 1 Page 32 of 40 REDACTED (CONFIDENTIAL INFORMATION REMOVED) Figure 10: Illustration of Impact of Battery Storage on Solar Uptake Under status-quo conditions in Nova Scotia, incremental costs of couplin...

AI summary The text discusses the current cost-benefit analysis of residential solar-plus-storage systems in Nova Scotia, estimating 15-35% of solar deployment by 2030 will be storage-paired. Future factors like declining battery costs, net-metering changes, and incentives may improve the business case. Commercial/industrial customers have a better case for storage than residential.

77430Synapse (NSPI) IR-1 to IR-41 1 passage
Section 51
cy savings Efficiency One currently procures." (p. 2) Please reconcile this finding ofthe Final Report with Mr. Levitan's finding that EfficiencyOne's Preferred Plan is not affordable (p. 71). - Request IR-25: Refer to Appendix A, Evidence...

AI summary The text raises questions about the affordability of EfficiencyOne's Preferred Plan and requests clarification on the cost-effectiveness of the 2016-2018 DSM Resource Plan. It also asks for detailed workbooks and assumptions used in calculating the cost of saved energy.

77431IG (E1) IR-1 to IR-25 1 passage
2 Reference: E1 (NSPI) RIR-31 Attachment 2
2 Reference: E1 (NSPI) RIR-31 Attachment 2 - 3 (a) Please provide the assumptions, calculations, source data and other 4 inputs used by E1 to determine the proposed incentive for each measure 5 in each year of the proposed Preferred Plan (...

AI summary The document contains requests for detailed information on E1's proposed incentive calculations, consideration of customer bill savings, and assumptions for energy/demand savings under the Preferred Plan. Questions focus on data sources, methodologies, and transparency in DSM program evaluations.

77433EAC (E1) IR-1 to IR-14 4 passages
Request IR-1 p. p. 0
Request IR-1 Please provide all analysis and workpapers showing that the preferred plan contains the optimal amount of energy efficiency, and describe why it results in lower efficiency compared to the optimal scenarios in the 2014 IRP and...

AI summary The request seeks analysis and workpapers to justify the preferred plan's optimal energy efficiency, questioning why it results in lower efficiency than the 2014 IRP and Synapses 2018 scenarios. It also asks E1 to explain their estimate of maximum cost-effective potential.

Request IR-4 p. p. 0
Request IR-4 Please provide the avoided costs used to determine the cost-effectiveness of the preferred plan.

AI summary Request IR-4 seeks clarification on the avoided costs used to assess the cost-effectiveness of the preferred plan within a Nova Scotia regulatory proceeding. The query focuses on methodology and data required for evaluation.

Request IR -5 p. p. 0
Request IR -5 Please provide the avoided costs used to develop the efficiency scenarios in the 2014 IRP.

AI summary The document requests the avoided costs used in the 2014 Integrated Resource Plan (IRP) efficiency scenarios. Nova Scotia Power Inc. (NS Power) is the organization involved in this regulatory proceeding.

Request IR-6 p. p. 0
Request IR-6 Please provide the avoided costs used by Synapse to develop the 2018 GUO report.

AI summary A request is made for Synapse to provide the avoided costs used in their 2018 GUO report, which is relevant to regulatory proceedings in Nova Scotia.

77434EAC (NSPI) IR-1 to IR-7 4 passages
Request IR-1
Request IR-1 Please provide NSP's most current avoided costs for both energy and capacity from years 2020-2040.

AI summary The document requests Nova Scotia Power Inc. (NSP) to provide its most recent avoided costs for energy and capacity from 2020 to 2040.

Request IR-2
Request IR-2 Have you done any analysis on the maximum cost-effective level of achievable efficiency? - a. Please provide costs and savings by year from this scenario - b. Please provide all analyses and workpapers supporting these values...

AI summary The document requests an analysis of the maximum cost-effective level of achievable efficiency, including costs and savings by year, supporting analyses, and clarification on avoided costs if they differ from prior data.

Request IR-3
Request IR-3 Please provide any analysis and workpapers related to the scenario Synapse analyzed in the 2018 GUO. - a. Please provide the avoided costs used by Synapse in this report - b. Do you believe that the scenario that Synapse looke...

AI summary Request IR-3 seeks analysis and workpapers from Synapse regarding their 2018 GUO scenario, focusing on avoided costs and whether the scenario is deemed cost-effective. It requests assumptions, rationale, and supporting evidence for any assertion of lack of cost-effectiveness.

Request IR-6
Request IR-6 Please provide the avoided costs used in the 2014 IRP.

AI summary The text is a request for the avoided costs used in the 2014 Integrated Resource Plan (IRP) as part of a regulatory proceeding. The requester is seeking specific data related to avoided costs from that year's plan.

78143Closing Submission - AEC 1 passage
Key Evidence
Key Evidence Nova Scotians experience among the highest rates for electricity in Canada, while at the same time facing the lowest median incomes 3 and that energy efficiency measures are the most cost effective means of reducing energy cos...

AI summary Nova Scotia faces high electricity rates and low incomes, with energy efficiency measures being the most cost-effective for reducing costs. However, the province lags behind others like Manitoba, Prince Edward Island, British Columbia, and Ontario in electricity savings targets. Concerns are raised about the Board's evaluation methods not fully accounting for non-energy benefits in the Total Resource Cost (TRC) test.

78145Closing Submission - CA 1 passage
(iv) E1's Track Record of Estimating Resource Costs p. p. 0
(iv) E1's Track Record of Estimating Resource Costs In her direct testimony Alice Napoleon, Consultant Board Counsel (E-37 at p. 13), recommended that "E1 investigate factors that led to the overestimation of the budget in the past DSM pla...

AI summary Alice Napoleon recommended E1 investigate past overestimations in DSM plans. Mr. MacDonald agreed to fulfill this recommendation. The Consumer Advocate submitted closing arguments, with William L. Mahody as counsel. The investigation aims to assess if overestimation factors persist in E1's current environment.

78154Closing Submission - EfficiencyOne 1 passage
17 Future DSM Applications p. pp. 9-10
17 Future DSM Applications - 18 In the course of the presentation of evidence in these proceedings, it became apparent that a number - 19 of issues remain to be settled among stakeholders as it relates to the development of DSM Resource -...

AI summary The document outlines unresolved issues in DSM Resource Plan development, emphasizing stakeholder collaboration, revised terms of reference, and process improvements. It mentions the DSMAG's role, affordability criteria, and the HomeWarming Program's administration by EfficiencyOne. Key stakeholders include industry groups and advocates supporting the consensus agreement.

78478Board Decision 3 passages
2.0 BACKGROUND p. pp. 3-5
2.0 BACKGROUND [11] Board approval is required under s. 79L of the PUA of any agreement for the supply of electricity efficiency and conservation activities. A mutually finalized agreement is contemplated in the PUA ; however, provision is...

AI summary The document discusses the background of a regulatory proceeding involving EfficiencyOne (E1) and Nova Scotia Power Inc. (NS Power) regarding the approval of a Demand Side Management (DSM) plan. E1 submitted a Preferred Plan and an Alternate Scenario, while NS Power raised concerns about affordability and the necessity of the spending levels in the Preferred Plan.

3.8 DSM Advisory Group p. pp. 17-18
3.8 DSM Advisory Group - [56] The Consensus Agreement noted that the existing DSMAG will develop revised Terms of Reference that will enhance the development of future DSM applications including: - 7. The existing DSMAG will develop revise...

AI summary The DSM Advisory Group (DSMAG) revises its Terms of Reference to enhance future DSM applications, including stakeholder collaboration with UARB, avoided cost methodology, affordability criteria, and Mi'kmaq representation. The Board approves these changes, emphasizing stakeholder engagement and inclusive planning processes.

Preamble p. p. 22
eneral Rate Application subject to UARB approval. NS Power agrees to support adoption of this methodology in a manner that does not result in additional material regulatory burden being imposed on E1. - 6. The HST Refund, together with any...

AI summary NS Power and E1 agree on a rate application methodology under UARB approval. The HST Refund, totaling $15,277,651.23, will be returned to customers via FAM. DSMAG will revise terms of reference for DSM Plans, focusing on stakeholder engagement, avoided cost updates, and affordability criteria. If consensus isn't reached by June 30, 2020, UARB will determine the terms.

78612Compliance Filing 27 passages
Section 8 p. p. 7
Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2018. Portfolio total cost-effectiveness test...

AI summary The text discusses annual avoided costs of energy and capacity from NS Power, referencing the 2014 IRP and 2018 data. It outlines how cost-effectiveness tests are calculated using present value of benefits and costs, and mentions TRC as a benefit/cost ratio. Tables 3, 4, and 5 provide program investment budgets and targets for 2020, 2021, and 2022.

3. ISSUES p. pp. 9-10
3. ISSUES

AI summary The document outlines regulatory issues related to Demand Side Management (DSM), Total Resource Cost Test (TRC), Program Administrator Cost Test (PAC), and Integrated Resource Plan (IRP) under the jurisdiction of the Nova Scotia Utility and Review Board (NSUARB). Key arguments and entities involved are not detailed in the provided text.

2. DEVELOPMENT APPROACH AND DETAILS p. pp. 23-24
2. DEVELOPMENT APPROACH AND DETAILS

AI summary The section outlines the development approach and details, referencing key acronyms and programs related to Nova Scotia's regulatory proceedings, including demand-side management, cost tests, and efficiency initiatives.

Cost-Effectiveness p. p. 24
Cost-Effectiveness To assess the cost-effectiveness of the 2020-2022 DSM Resource Plan, EfficiencyOne used two industry standard screening tests: the TRC test and the Program Administrator Cost (PAC) test. The TRC was used as the primary t...

AI summary EfficiencyOne assessed the 2020-2022 DSM Resource Plan using TRC and PAC tests. TRC was mandated by NSUARB decision [4] requiring a TRC of 1 or greater. PAC test results were shared as informational, excluding voluntary contributions. Results by sector are in Table 1. NSUARB Order M03669 from 2011 is cited regarding DSM Plan approval.

1 Table 1: 2020-2022 DSM Resource Plan Cost Effectiveness Results by Program p. pp. 24-25
1 Table 1: 2020-2022 DSM Resource Plan Cost Effectiveness Results by Program 2020-2022 Total Resource Cost Test (TRC)a Program Administrator Cost Test (PAC)b Residential DSM Programs Efficient Product Rebates 1.1 2.2 Existing Residential 1...

AI summary Table 1 presents the cost-effectiveness results of various Demand Side Management (DSM) programs from 2020 to 2022, comparing Total Resource Cost (TRC) and Program Administrator Cost (PAC) ratios across residential, business, and enabling strategies programs.

Section 41 p. p. 27
Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2018. Portfolio total cost-effectiveness test...

AI summary The text discusses annual avoided costs of energy and capacity from NS Power's 2014 IRP and provides data on CO 2 reductions from the 2020-2022 DSM Resource Plan. It also outlines cost-effectiveness tests and program investment budgets for 2020-2022, referencing TRC and PAC as benefit/cost ratios.

Preamble p. pp. 30-188
Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2018. As with prior DSM Plans, this DSM Resou...

AI summary NS Power provided annual avoided costs from the 2014 IRP and 2018 transmission and distribution costs. The DSM Resource Plan is for planning and testing, not implementation. EfficiencyOne will adapt activities to meet performance targets. Benefits are calculated using net present value and benefit/cost ratios.

Table 13: 2020-2022 BNI Efficient Product Rebates Performance Indicators p. p. 68
Table 13: 2020-2022 BNI Efficient Product Rebates Performance Indicators Year Investment ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Total Resource Cost Test (TRC) a Program Administra...

AI summary Table 13 presents performance indicators for BNI Efficient Product Rebates from 2020 to 2022, including investment amounts, energy savings, cost-effectiveness ratios, and participation numbers. The data highlights trends in energy savings and cost efficiency over the three-year period.

5.1.8 Low-Income Performance Indicators p. p. 68
5.1.8 Low-Income Performance Indicators 26 27 28 Low-income performance indicators for the BNI Efficient Product Rebate program are provided in Table 14 below. & lt;sup>a TRC is a benefit/cost ratio comparing lifetime benefits to the sum o...

AI summary The section outlines low-income performance indicators for the BNI Efficient Product Rebate program, including metrics like TRC, PAC, and levelized cost of saved energy. Table 14 details these indicators, with footnotes explaining calculations involving EfficiencyOne and Nova Scotia Power's WACC.

5.2.2 Enhancements in 2020-2022 p. pp. 69-70
5.2.2 Enhancements in 2020-2022

AI summary Section 5.2.2 outlines regulatory enhancements in Nova Scotia from 2020-2022, focusing on demand-side management, cost allocation methodologies, and efficiency programs. Key entities include the NSUARB, ENS, and DSMAG, with acronyms related to utility regulation and energy efficiency initiatives.

5.3.6 Implementation Strategy p. pp. 79-80
5.3.6 Implementation Strategy

AI summary The section outlines the implementation strategy for demand-side management and resource cost tests, involving entities such as the Nova Scotia Utility and Review Board and Efficiency Nova Scotia. Key topics include strategic energy management and cost allocation methodologies.

2. DEVELOPMENT APPROACH AND DETAILS p. pp. 110-111
2. DEVELOPMENT APPROACH AND DETAILS 2 4 5 6 7 1 The Preferred Plan was developed for the purpose of delivering cost effective energy and system peak demand savings to Nova Scotia electricity ratepayers for the three-year plan period. Effic...

AI summary The Preferred Plan, developed by EfficiencyOne, aims to deliver cost-effective energy and peak demand savings for Nova Scotia ratepayers over three years. The plan was created using a multi-stage process to set performance targets, design a cost-effective portfolio, and structure programs to achieve these goals.

Figure 1: Development Process for the 2020-2022 DSM Resource Plan p. p. 111
Figure 1: Development Process for the 2020-2022 DSM Resource Plan 10 11 The Preferred Plan was developed with an emphasis on producing achievable costeffective results that balance long term requirements for energy and system peak demand s...

AI summary The 2020-2022 DSM Resource Plan emphasizes cost-effective outcomes balancing long-term energy needs and system peak demand savings through a balanced portfolio approach. The Preferred Plan prioritizes achievable results in energy and demand management strategies.

Cost-Effectiveness p. pp. 112-116
Cost-Effectiveness To assess the cost-effectiveness of the 2020-2022 Preferred PlanDSM Resource Plan, EfficiencyOne used two industry standard screening tests: the TRC test and the Program Administrator Cost (PAC) test. The TRC was used as...

AI summary EfficiencyOne assessed the 2020-2022 DSM Resource Plan using TRC and PAC tests. TRC was mandated by NSUARB decision [5] requiring a TRC of 1 or greater. PAC test results, excluding voluntary contributions, were presented as supplementary cost-effectiveness analysis. Table 1 details sector-specific cost outcomes.

1 Table 1: 2020-2022 Preferred DSM Resource Plan Cost Effectiveness Results by 2 Program p. pp. 116-117
1 Table 1: 2020-2022 Preferred DSM Resource Plan Cost Effectiveness Results by 2 Program 2020-2022 Total Resource Cost Test (TRC)a Program Administrator Cost Test (PAC)b Residential DSM Programs Efficient Product Rebates 1.1 2.2 Existing R...

AI summary Table 1 presents the cost-effectiveness results of the 2020-2022 Preferred DSM Resource Plan by program, showing Total Resource Cost Test (TRC) and Program Administrator Cost Test (PAC) values for various residential and business programs. These metrics compare lifetime benefits to costs for EfficiencyOne and participants.

1 Table 1: 2020-2022 DSM Resource Plan Cost Effectiveness Results by Program p. p. 117
1 Table 1: 2020-2022 DSM Resource Plan Cost Effectiveness Results by Program 2020-2022 Total Resource Cost Test (TRC)a Program Administrator Cost Test (PAC)b Residential DSM Programs Efficient Product Rebates 1.1 2.2 Existing Residential 1...

AI summary Table 1 presents the cost-effectiveness results of the 2020-2022 Demand Side Management (DSM) Resource Plan by program, showing the Total Resource Cost Test (TRC) and Program Administrator Cost Test (PAC) for various residential and business programs. The data highlights the benefit-to-cost ratios for each initiative.

Section 232 p. p. 120
8 11 12 13 15 Currency is expressed in nominal dollars. Columns may not add correctly, due to rounding. Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of...

AI summary The text discusses annual avoided costs of energy and capacity from the 2014 Integrated Resource Plan (IRP) and 2018 transmission and distribution costs provided by NS Power. It also outlines how portfolio total cost-effectiveness tests are calculated using present value of benefits and costs.

Section 234 p. p. 120
Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2018. Portfolio total cost effectiveness test...

AI summary The document discusses annual avoided costs of energy and capacity from NS Power's 2014 IRP, as well as the calculation of portfolio total cost effectiveness tests using present value of benefits and costs. It also outlines the TRC and PAC metrics, which evaluate the benefit-to-cost ratios of DSM programs and their impact on CO2 reductions.

Section 240 p. p. 124
Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2018. a Lifetime benefits are expressed as th...

AI summary The document discusses annual avoided costs of energy and capacity from NS Power's 2014 Integrated Resource Plan (IRP) and provides details on how lifetime benefits are calculated using net present value and the Total Resource Cost (TRC) and Program Administrator Cost (PAC) ratios. It also references EfficiencyOne's planned participation by low-income customers.

Section 264 p. p. 140
Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2018. Total cost-effectiveness tests are calc...

AI summary The text provides details on avoided costs of energy and capacity from 2014 and transmission and distribution costs from 2018. It also explains cost-effectiveness tests, including TRC and PAC, and defines terms like levelized cost of saved energy and nominal cost of saved energy.

4.3.14.2.1 Overview p. p. 142
4.3.14.2.1 Overview The Existing Residential program provides residential customers with access to technical and financial assistance to identify, assess and implement energy efficiency and system-peak demand reduction upgrades. The Existi...

AI summary The Existing Residential program offers energy efficiency and demand reduction upgrades for residential customers, with components targeting low-income renters and non-profits. Cost-effectiveness tests (TRC and PAC) evaluate program benefits versus costs, with WACC factoring into energy savings calculations.

Section 302 p. p. 155
Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2018. Total cost-effectiveness tests are calc...

AI summary The text discusses annual avoided costs of energy and capacity from NS Power's 2014 IRP and 2018 transmission and distribution costs. It also outlines cost-effectiveness tests, including TRC and PAC ratios, and explains metrics like levelized and nominal costs of saved energy.

Section 324 p. p. 161
Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2018. Total cost-effectiveness tests are calc...

AI summary The document discusses annual avoided costs of energy and capacity from the 2014 Integrated Resource Plan (IRP) and the avoided costs of transmission and distribution from 2018. It also explains how total cost-effectiveness tests are calculated using present value of benefits and costs, along with definitions of TRC, PAC, and WACC.

Section 342 p. p. 171
Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2018. Total cost-effectiveness tests are calc...

AI summary The text discusses annual avoided costs of energy and capacity from the 2014 IRP, as well as avoided costs of transmission and distribution from 2018. It outlines methods for calculating cost-effectiveness tests and defines key terms like TRC and PAC, which are benefit/cost ratios used in evaluating energy efficiency programs.

5.2.1 Overview p. p. 173
5.2.1 Overview The Custom Incentives program provides financial incentives and technical assistance to help non-profit, institutional, commercial and industrial customers reduce their electrical energy consumption and system-peak demand. S...

AI summary The Custom Incentives program offers tailored financial and technical support to non-profit, institutional, commercial, and industrial customers to reduce energy consumption and peak demand. It includes three components: Custom, Energy Management Information Systems (EMIS), and Strategic Energy Management (SEM). Cost-effectiveness is evaluated via Total Resource Cost (TRC) and Program Administrator Cost (PAC) tests, using metrics like weighted average cost of capital (WACC).

Section 366 p. pp. 179-180
Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2018. Total cost-effectiveness tests are calc...

AI summary The document provides information on annual avoided costs of energy and capacity from the 2014 IRP, along with details on cost-effectiveness tests and definitions of TRC and PAC. It includes data on the number of projects supported through the Custom program component and participation in EMIS and SEM. The document also contains dates and page numbers.

5.3.1 Overview p. p. 182
5.3.1 Overview The Direct Installation program (marketed as Small Business Energy Solutions 'SBES') provides small business customers access to technical assistance and financial incentives for the installation of energy efficient and syst...

AI summary The Direct Installation program (SBES) offers small businesses technical assistance and financial incentives for energy efficiency upgrades via self-directed or facilitated pathways. Self-directed allows customer-chosen contractors, while facilitated includes audits by Small Business Energy Auditors. Financial support covers prescriptive products and customized incentives. Key metrics include PAC (benefit/cost ratio) and WACC (discount rate for energy savings calculations).

79334Letter from EOne enclosing VRF Program Review Report 4 passages
EXECUTIVE SUMMARY p. pp. 5-6
EXECUTIVE SUMMARY Efficiency One (E1) and Heritage Gas have agreed to engage in a collaborative study of the program design and operation of the Custom Incentive Program related to Variable Refrigerant Flow (VRF) electric heat pump measure...

AI summary Efficiency One (E1) and Heritage Gas are collaborating to study the Custom Incentive Program for VRF electric heat pumps in MURBs with natural gas availability. The study aims to avoid increased electricity demand by aligning incentives with NECB and ASHRAE 90.1 standards. Findings suggest VRF systems are cost-effective but require upfront capital, recommending ASHRAE 90.1-2013 as the baseline for efficiency incentives.

1.2.2 – Heating System Selection p. pp. 11-13
1.2.2 – Heating System Selection In short, while the selection of the primary heating system is complex, it appears to be mainly driven by capital cost, but also on operating cost, developer comfort with a technology, and additional revenu...

AI summary Heating system selection is driven by capital and operating costs, developer preferences, and revenue opportunities. VRF heat pumps appeal to higher-end MURBs due to lower maintenance costs, central system efficiency, and potential rent premiums, as indicated by Market Actor Interviews.

2 JURISDICTIONAL SCAN p. pp. 13-14
2 JURISDICTIONAL SCAN This chapter describes the methodology used for the jurisdictional scan of similar programs and the insights they provided. The objective of this part of the study is primarily to answer the following question: How is...

AI summary This chapter outlines the methodology for a jurisdictional scan of similar programs, aiming to determine how analogous issues are addressed in other relevant jurisdictions through comparative analysis and insights gathered from such studies.

3.1 – Methodology p. pp. 19-20
3.1 – Methodology This section describes the methodology used to compare the five heating system's costs, including energy, maintenance and capital costs.

AI summary This section outlines the methodology for comparing five heating systems based on energy, maintenance, and capital costs. The analysis focuses on evaluating total costs across different system types to inform regulatory decisions in Nova Scotia.

79681Executed Supply Agreement from EOne and NS Power 3 passages
2.1 Cost-Effectiveness p. pp. 44-46
2.1 Cost-Effectiveness 4 6 7 8 To assess the cost-effectiveness of the 2020-2022 DSM Resource Plan, EfficiencyOne used two industry standard screening tests: the TRC test and the Program Administrator Cost (PAC) test. The TRC was used as t...

AI summary EfficiencyOne assessed the 2020-2022 DSM Resource Plan using TRC and PAC tests. The TRC test, mandated by NSUARB decision M03669, requires a TRC of I or greater. PAC test results, excluding voluntary contributions, provide additional cost-effectiveness insights. Results are detailed in Table 1.

Section 92 p. p. 48
Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2018. Portfolio total cost-effectiveness test...

AI summary The document outlines avoided costs from energy and capacity programs provided by NS Power, along with cost-effectiveness tests for portfolio measures. It also includes CO2 reduction estimates from the 2020-2022 DSM Resource Plan and references program investment budgets for 2020-2022.

Preamble p. pp. 50-95
Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2018. 12 14 15 16 17 18 2 As with prior DSM P...

AI summary The document discusses annual avoided costs of energy and capacity from NS Power's 2014 IRP using the Base level of DSM, and provides context on the DSM Resource Plan's purpose and how EfficiencyOne plans to adapt it. It also explains TRC and PAC ratios and highlights participation by low-income customers.

80915EfficiencyOne Performance Alignment Study 10 passages
2. BACKGROUND p. p. 3
2. BACKGROUND - EfficiencyOne is providing to the Nova Scotia Utility and Review Board EfficiencyOne's - Performance Alignment Study conducted by KPMG as Attachment A. During the 2020-2022 DSM - Resource Plan regulatory process, Intervenor...

AI summary EfficiencyOne is providing a Performance Alignment Study by KPMG to the NSUARB, following the Board's 2019 Order to investigate overestimated costs in DSM programs. The study, initiated in October 2019, includes cost reviews, variance analysis, and jurisdictional comparisons.

4.1 Enhancements to Documentation p. p. 5
4.1 Enhancements to Documentation EfficiencyOne employs a bottom-up measure level modelling approach for the development of three-year DSM Plans. A key activity of this approach is the development of the measure level input data used for m...

AI summary EfficiencyOne uses a bottom-up approach for DSM Plans, agreeing with KPMG that documentation of rationale for measure-level assumptions could be improved. They note implementation depends on factors like measure complexity and that enhanced documentation may not improve accuracy. Costs must be justified by value to ratepayers.

EfficiencyOne Performance Alignment Study April 21, 2020 p. p. 16
EfficiencyOne Performance Alignment Study April 21, 2020 recent Plan (i.e., 2020-2022), had the most supporting documentation for its cost estimates, which appears to be indicative of a maturing organization. Traceability of rationale and...

AI summary The 2020-2022 EfficiencyOne Plan has strong documentation for cost estimates, indicating organizational maturity. Traceability of cost rationale supports internal reviews and accuracy. Recommendations suggest improving DSM planning by clearly justifying key inputs and cost drivers at the measure level.

3.1 Approach to responding to NSUARB Question 1 p. p. 33
-2020 process, however, we did not see documentation of the rationale for updates to the measure level historical information that was used as the starting point in the development of final estimates. Additionally, for cost estimates, the...

AI summary The analysis highlights insufficient documentation of rationale for historical data updates in DSM Plan cost estimates, recommending improved linkage of assumptions to supporting studies. Uncertainties in long-term DSM planning and evolving market conditions are acknowledged as challenges to precise cost forecasting.

Development of 2015 and 2019 Continuation Plans p. p. 34
Development of 2015 and 2019 Continuation Plans Continuation Plans were developed for 2015 and 2019. We understand from discussions with EfficiencyOne that costs for these Plans are based on historical information, with updates made for an...

AI summary The 2015 and 2019 Continuation Plans were developed using historical data with annual updates. EfficiencyOne provided workbooks documenting historical results and cost estimates, along with the submitted Plan to NSUARB.

EfficiencyOne Performance Alignment Study April 21, 2020 p. p. 35
EfficiencyOne Performance Alignment Study April 21, 2020 − In 2020-2022, we found that there was documentation to support changes to the historic admin cost rate calculations.

AI summary The EfficiencyOne Performance Alignment Study (April 21, 2020) identified documentation supporting changes to historic administrative cost rate calculations during 2020-2022, indicating a basis for revising prior methodologies.

5.1 Response to NSUARB Question 3 p. p. 52
5.1 Response to NSUARB Question 3 To respond to this question, we considered the factors noted in Question 3 in the context of whether these factors continue to be present in EfficiencyOne's operating environment. We did note that beginnin...

AI summary EfficiencyOne responds to NSUARB's Question 3 by identifying ongoing factors contributing to overestimation in DSM planning, categorizing them into environmental, regulatory, and management-related factors. It highlights improved planning maturity, third-party expertise, historical data use, and the NSUARB-approved Standardized Filing Framework as mitigating factors.

In light of the objective and scope, the following is a summary of our engagement approach: p. pp. 63-64
th the current processes and identified areas for improvement based on leading practices (if any) based on a jurisdictional scan of similar organizations. April 21, 2020 Our procedures included identifying and assessing how DSM costs were/...

AI summary The analysis focused on evaluating DSM cost estimation processes, including cost categories, program mix implementation, variance analysis between projected and actual costs/savings, and interviews with EfficiencyOne to understand discrepancies in plan assumptions and execution.

Overview of 2016-2018 DSM Resource Plan development p. p. 65
Overview of 2016-2018 DSM Resource Plan development For the development of the 2016-2018 DSM Resource Plan, EfficiencyOne engaged Navigant Consulting to provide planning and modelling support. The following outlines the methodology underta...

AI summary EfficiencyOne hired Navigant Consulting to support the 2016-2018 DSM Resource Plan development, focusing on estimating incentive, administrative, and enabling strategy costs. The methodology for these cost estimations is outlined in the document.

EfficiencyOne Performance Alignment Study April 21, 2020 p. p. 67
EfficiencyOne Performance Alignment Study April 21, 2020 The following outlines the methodology undertaken by EfficiencyOne to estimate the incentive, admin and enabling strategy costs for the 2020-2022 DSM Resource Plan.

AI summary EfficiencyOne outlines its methodology for estimating incentive, administrative, and enabling strategy costs associated with the 2020-2022 DSM Resource Plan, focusing on demand-side management initiatives in Nova Scotia.

Disclaimer: These summaries were generated by AI from the filings they describe. We take care to make them accurate, but errors are possible - and they aren't advice. Only the filings themselves are the record: if you're relying on something here, confirm it against the source documents or the Nova Scotia Energy Board's own record. Full disclaimer →