HomeCost RecoveryM11677Evidence
Topic/Matter Intersection

Topic:"Cost Recovery" in M11677

Matter: EfficiencyOne - 2023 Audited Financial Statements - December 31, 2023
9 passages 3 documents

Cost Recovery across all matters →

E-1Financial Statements - Redacted 2 passages
4. INVESTMENTS (continued) p. p. 2
4. INVESTMENTS (continued) 2023 2022 Investment distributions $ 521 $ 407 Realized loss on sale of investments (22) (4) Investment management fees (54) (53) Change in fair market value 1,184 (1,286) Total investment income 1,629 (936) Stab...

AI summary The chunk provides a summary of investment activities for 2023 and 2022, including investment distributions, realized losses, management fees, and changes in fair market value. It also explains the Stabilization allocation, which is a reserve used to fund eligible expenses when investment proceeds fall short of expectations.

Preamble p. pp. 2-27
The costs reported in the Consolidated Statement of Operations, include direct costs of the programs which are comprised of, but not limited to, customer payments, program support costs, and other program and administrative costs directly...

AI summary The document outlines the direct and non-direct costs incurred by the Corporation in 2023, including program-specific expenses and those requiring allocation. Direct costs for DSM, PNS, and Other Business are detailed, and non-direct costs are allocated using FTE and Direct Costs as defined in the ENSC Cost Allocation Methodology Report, which is subject to review by the NSUARB.

E-2Financial Statements - Refiled - Redacted 6 passages
b) Liquidity risk p. p. 2
b) Liquidity risk Liquidity risk is the risk of being unable to meet cash requirements or fund obligations as they come due. It stems from the possibility of a delay in realizing the fair value of investments. The Corporation manages its l...

AI summary Liquidity risk refers to the inability to meet cash obligations as they come due. The Corporation manages this risk by monitoring cash flows and holding liquid assets. Accounts payable and accrued liabilities are typically paid within 90 days, with exceptions based on contract terms. HST and loan payable payments are remitted monthly.

Preamble p. pp. 2-27
The costs reported in the Consolidated Statement of Operations, include direct costs of the programs which are comprised of, but not limited to, customer payments, program support costs, and other program and administrative costs directly...

AI summary The document details the direct and non-direct costs incurred by the Corporation in 2023 for various programs, including DSM and PNS, and explains how non-direct costs are allocated using the ENSC Cost Allocation Methodology Report and FTE of staff resources assigned to the programs.

For the Year Ended December 31, 2023 p. p. 2
For the Year Ended December 31, 2023 In Thousands GL Account GL Account Description Financial Statement Grouping GL Balance Direct Expense of DSM Fund Fund through Cost Allocation Methodology 4000 DSM Revenue Revenue 53,000 4140 Recognitio...

AI summary The document presents financial data related to the Demand Side Management (DSM) Fund for the year ended December 31, 2023, including revenue, incentives, evaluation, and program support expenses. It outlines the allocation of costs and revenues under various categories such as customer rebates, program equipment, and consultant costs.

p. p. 27
Corporation's name Business number Tax year end Year Month Day EfficiencyOne 80494 7976 RC0001 2023-12-31 General Index of Financial Information Notes to the financial statements Operating $ 4 $ 1 Change in Cash $ 4 $ 1 Cash - beginning of...

AI summary The document provides a General Index of Financial Information for EfficiencyOne, including details on operating cash flow, capital assets, deferred revenue, and interfund transfers. It discusses financial transactions with EfficiencyOne Services Inc. and the NSUARB-approved Code of Conduct. Capital assets include furniture, fixtures, and leasehold improvements, while interfund transfers are based on the FTE allocator defined in the CAM.

14. COST ALLOCATION METHODOLOGY p. p. 27
14. COST ALLOCATION METHODOLOGY Corporation's name Business number Tax year end Year Month Day EfficiencyOne 80494 7976 RC0001 2023-12-31 General Index of Financial Information Notes to the financial statements Allocator Provincial Fund Al...

AI summary The document outlines the cost allocation methodology used by EfficiencyOne, detailing expenses across various funds including the Provincial Fund, Other Business Fund, and DSM Fund. It includes categories such as amortization, incentives, information technology, marketing, and professional fees, with specific dollar amounts allocated to each.

Section 252 p. p. 27
The costs reported in the Consolidated Statement of Operations, include direct costs of the programs which are comprised of, but not limited to, customer payments, program support costs, and other program and administrative costs directly...

AI summary The document outlines the direct and non-direct costs incurred by the Corporation in 2023, including program-specific expenses such as DSM, PNS, and Other Business, as well as shared costs like salaries and administrative overhead that require allocation across programs.

94763NSUARB (EOne) IR-1 to IR-5 1 passage
Request IR-5:
Request IR-5: - Re: Note 13. Cost Allocation methodology: Office and Insurance categories list both a FTE and a - Direct cost allocation. Please advise of general examples where these costs would have a Direct - allocation. Document: 31403...

AI summary The document requests clarification on the cost allocation methodology for Office and Insurance categories, specifically asking for examples of when these costs would be directly allocated rather than allocated based on FTE.

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 →