Topic/Matter Intersection

Topic:"Demand Side Management" in M03669

Matter: E-ENSC-R-10 - Efficiency Nova Scotia Corporation - Electricity Demand Side Management Plan for 2012A request by Efficiency Nova Scotia for approval of a $43.7 million Demand Side Management plan for the 2012 operating year.  (Also see Matter Nos. M04538 and M04539)
1488 passages 60 documents

Demand Side Management across all matters →

E-1Evidence - 2012 DSM Plan 2/28/2011 166 passages
Efficiency Nova Scotia Corporation p. p. 3
Efficiency Nova Scotia Corporation IN THE MATTER OF The Public Utilities Act , R.S.N.S. 1989, c.380, as amended. - and - IN THE MATTER OF An Application to Approve Efficiency Nova Scotia Corporation's Electricity Demand Side Management (DS...

AI summary The document outlines a regulatory proceeding involving Efficiency Nova Scotia Corporation's application to approve its 2012 Electricity Demand Side Management (DSM) Plan under the Public Utilities Act. The matter pertains to the approval process for energy efficiency initiatives.

Preamble p. pp. 3-224
This Evidence is filed in support of the electricity Demand Side Management (DSM) Plan for 2012 (2012 DSM Plan). The Evidence is filed with the Nova Scotia Utility and Review Board (UARB) by Efficiency Nova Scotia Corporation (ENSC or the...

AI summary This evidence supports the 2012 DSM Plan, filed by Efficiency Nova Scotia Corporation (ENSC) with the Nova Scotia Utility and Review Board (UARB). It outlines the formation of ENSC in 2010, the transition of DSM responsibilities from Nova Scotia Power Incorporated (NSPI), and the development process of the 2012 DSM Plan.

1.1 ENSC Startup and Transition of DSM Administrator Responsibilities in 2010 p. p. 3
1.1 ENSC Startup and Transition of DSM Administrator Responsibilities in 2010 On January 22, 2010, the Governor in Council proclaimed the Efficiency Nova Scotia Corporation Act 1 (ENSC Act) that established ENSC as the province's new elect...

AI summary In 2010, Efficiency Nova Scotia Corporation (ENSC) was established as the new DSM program administrator under the ENSC Act. ENSC transitioned responsibilities from NSPI, with a Transition Committee and plan approved by UARB. The transition, completed by December 31, 2010, ensured continuity in DSM program management and delivery.

1.3 Development of the 2012 DSM Plan p. pp. 4-6
1.3 Development of the 2012 DSM Plan To aid in the preparation of the 2012 DSM Plan, ENSC developed guiding principles, which are presented in Section 6. ENSC received the advice and assistance of Navigant Consulting Inc. (Navigant) and Du...

AI summary ENSC developed the 2012 DSM Plan with stakeholder input, consulting Navigant and Dunsky. Meetings with DSM experts and stakeholders were held in 2010-2011. A Board order (NSUARB 153) acknowledged the PDWG's role during the ENS transition. The plan's development emphasized stakeholder engagement and regulatory alignment.

1 Continuing with this collaborative approach, ENSC will meet regularly with trade p. p. 6
1 Continuing with this collaborative approach, ENSC will meet regularly with trade 2 associations, environmental groups, businesses and community groups, to foster open 3 productive working relationships with Nova Scotians. 4 5 Based on th...

AI summary ENSC is committed to collaboration with various stakeholders and believes the 2012 DSM Plan's savings targets and investment are achievable. The plan aligns with the 2007 and 2009 IRP targets. Reporting will be expanded to include cumulative savings and savings from non-customer-funded programs.

6 NSUARB-NSPI-P-884 - 2009 Integrated Resource Plan (IRP) Update Report (November 30, 2009) p. p. 6
6 NSUARB-NSPI-P-884 - 2009 Integrated Resource Plan (IRP) Update Report (November 30, 2009) 1 New Program Components 2 The 2012 DSM Plan introduces a number of new program components. These include: 3 4 · program components for renters and...

AI summary The 2012 DSM Plan introduces new program components, including initiatives for renters, multi-unit buildings, low-income households, and innovative financing. It also proposes changes to DSM screening using Total Resource Cost (TRC) at the program level and emphasizes communication of DSM benefits, as highlighted in the UARB's 2011 DSM Plan Decision.

Enabling Strategies p. p. 6
Enabling Strategies The 2012 DSM Plan includes investments in a number of enabling strategies. Investment continues in Education and Outreach, and Development and Research, two strategies that have been in place since 2008. Enabling strate...

AI summary The 2012 DSM Plan includes enabling strategies like Education, Outreach, Research, and Innovative Financing to support ENSC's programs and promote energy efficiency. Strategies aim to drive market transformation through codes, training, and local government collaboration.

Communicating with Municipal Electric Utilities p. p. 6
Communicating with Municipal Electric Utilities In its 2011 DSM Plan Decision, the UARB directed that ENSC establish a process to interact with all six municipal electric utilities to improve the information exchange with respect to DSM pr...

AI summary The UARB mandated ENSC to improve information exchange with municipal electric utilities regarding DSM programs in its 2011 DSM Plan Decision. ENSC has assigned a liaison to initiate discussions with utilities. The directive is cited in [2010] NSUARB 153, para. 105.

Performance-based Approach p. p. 6
Performance-based Approach Following up on the recommendations of the 2008 Wheeler Report, 8 ENSC proposes to engage the UARB and stakeholders to further assess the options for implementing a multi-year performance-based approach to DSM pl...

AI summary ENSC proposes a multi-year performance-based approach to DSM planning, following the 2008 Wheeler Report's recommendations, and seeks stakeholder and UARB input. This approach is detailed in Section 10 of the document.

Mandate for Non-electricity DSM Programs p. p. 6
Mandate for Non-electricity DSM Programs ENSC is discussing with the Nova Scotia Department of Energy a mandate for non- electricity energy-efficiency programs. An integrated, multi-fuel approach, whereby ENSC administers both electricity...

AI summary ENSC is proposing a mandate to integrate non-electricity energy-efficiency programs with electricity DSM programs, aiming for operational efficiencies and customer convenience. This approach is discussed in Section 11 of the document, with reference to a 2008 stakeholder consultation report.

1 2. 2010 DSM PLAN RESULTS p. pp. 6-10
1 2. 2010 DSM PLAN RESULTS 2 In its August 4, 2009 Decision, 9 3 the UARB approved NSPI's 2010 DSM Plan to achieve 4 an energy savings target of 81.13 GWh at an expenditure of up to $22.56 million. 5 Figure 2.1 shows the savings results co...

AI summary The UARB approved NSPI's 2010 DSM Plan in 2009, targeting 81.13 GWh in energy savings with a budget of $22.56 million. Figure 2.1 compares actual savings to targets, and the NMR Group evaluated the results, which will be reviewed by the UARB's verification consultant.

11 Figure 2.1 2010 DSM Evaluated Savings Results p. p. 10
11 Figure 2.1 2010 DSM Evaluated Savings Results Energy Demand Target (GWh) Result (GWh) Target (MW) Result (MW) 81.13 84.97 16.63 16.38 12

AI summary Figure 2.1 presents the 2010 Demand Side Management (DSM) evaluated savings results, showing energy and demand targets and results. The energy target was 81.13 GWh, with a result of 84.97 GWh, and the demand target was 16.63 MW, with a result of 16.38 MW.

Section 16 p. p. 10
The 2010 DSM savings results and ENSC's startup activities were achieved with an expenditure of $22.71 million. This is based on financial information from NSPI for the nine months ended September 30, 2010, combined with unaudited financia...

AI summary The 2010 DSM savings results and ENSC's startup activities were achieved with an expenditure of $22.71 million, based on financial information from NSPI and unaudited information from ENSC for 2010.

1 Figure 2.4 2010 DSM Plan Expenditures p. pp. 10-11
1 Figure 2.4 2010 DSM Plan Expenditures Expenditures (Unaudited) ($ million) Residential Efficient Products 3.85 Existing Homes 1.30 Low-Income Households 1.85 New Homes 0.49 Commercial and Industrial Efficient Products 2.43 Prescriptive R...

AI summary Figure 2.4 outlines the 2010 DSM Plan expenditures, showing allocations across residential and commercial/industrial categories, including efficient products, existing homes, low-income households, and various programs like prescriptive rebates and custom installations, with a total of $22.71 million in expenditures.

3. 2011 DSM PLAN p. pp. 11-12
3. 2011 DSM PLAN The UARB approved the 2011 DSM Plan on July 27, 2010. 10 The 2011 DSM programs are underway, and will grow and evolve during the year, providing momentum and insights that will guide detailed program development for 2012....

AI summary The UARB approved the 2011 DSM Plan on July 27, 2010, which includes three pilot programs: Fuel Substitution, Green Schools, and Eco Home. ENSC is implementing these programs, with ongoing development expected to inform 2012 initiatives.

1 4. 2012 DSM IRP TARGETS p. p. 12
1 4. 2012 DSM IRP TARGETS 2 ENSC's primary objective is to "design and administer electricity demand-side management programs with a view to restraining future electricity demand and use in the Province". 11 5 Electricity DSM Plans in Nova...

AI summary ENSC's main goal is to design and administer electricity demand-side management programs to reduce future electricity demand in Nova Scotia. These programs are aligned with the 2009 IRP Update's electricity savings and program cost targets.

Section 22 p. p. 13
9 Previous DSM Plans have focused on achieving annual incremental savings. With this 10 filing, ENSC is reporting cumulative energy and demand savings in addition to annual 11 incremental savings. This is consistent with the 2009 IRP Updat...

AI summary This text discusses the shift in focus of previous DSM Plans from annual incremental savings to cumulative energy and demand savings, aligning with the 2009 IRP Update. It references a figure that compares cumulative savings targets with actual and expected results from 2008 to 2012.

4 Figure 4.2 Cumulative Savings Targets and Results 2008-2012 p. pp. 13-14
4 Figure 4.2 Cumulative Savings Targets and Results 2008-2012 Year IRP Target (GWh) Result (GWh) IRP Target (MW) Result (MW) 2008 16 21a 2 a 5 2009 66 86a 9 15a 2010 149 171b 26 31b 2011 295 329c 57 c 62 2012 500 543d 101 d 100 a verified...

AI summary Figure 4.2 shows cumulative savings targets and results from 2008 to 2012, comparing IRP targets in GWh and MW with actual results. The table indicates that actual results exceeded targets in most years, with some results marked as verified.

Section 24 p. p. 14
Beginning with this filing, ENSC proposes to report cumulative energy savings by recording the variance between target and verified savings on an annual basis as an over- or under-achievement. In the 2012 DSM Plan, ENSC is recording an ove...

AI summary ENSC proposes to report cumulative energy savings by recording the variance between target and verified savings annually. In the 2012 DSM Plan, ENSC reported an over-achievement of 19.5 GWh and 6.1 MW for 2008 and 2009, as shown in Figure 4.3.

10 Figure 4.3 DSM Targets and Results 2008-2009 p. p. 14
10 Figure 4.3 DSM Targets and Results 2008-2009 GWh Target GWh Result GWh Over-(Under) Achievement MW Target MW Result MW Over-(Under) Achievement 2008 16.1 21.4 5.4 2.1 4.7 2.6 2009 50.3 64.4 14.1 6.8 10.3 3.5 Total 66.3 85.8 19.5 8.9 14....

AI summary Figure 4.3 presents the DSM targets and results for 2008-2009, showing that actual energy savings exceeded targets in both years, with significant over-achievement in GWh and MW metrics.

5. 2012 DSM PLAN SAVINGS AND INVESTMENT p. pp. 14-15
5. 2012 DSM PLAN SAVINGS AND INVESTMENT The savings and associated investment to meet the 2012 annual and cumulative IRP targets are presented in Figure 5.1. For 2012, ENSC forecasts annual energy and demand savings of 233.6 GWh and 44.0 M...

AI summary The 2012 DSM Plan forecasts energy savings of 233.6 GWh and demand savings of 44.0 MW annually, exceeding IRP targets while keeping investment at $43.7 million—below the IRP's $61 million program cost. Cumulative savings also surpass IRP goals. ENSC plans to refine programs in 2011-2012 with stakeholder input.

Figure 5.1 2012 DSM Plan Savings and Investment p. pp. 15-16
Figure 5.1 2012 DSM Plan Savings and Investment 2012 Investment ($ million) Lifetime Benefits ($ million) a Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total Resource Cos...

AI summary Figure 5.1 presents the 2012 DSM Plan Savings and Investment, showing investments and benefits across various programs, including residential, commercial, and industrial initiatives. The table details investment amounts, lifetime benefits, energy savings, and cost tests for different DSM programs in Nova Scotia.

& lt;sup>e Historical savings resulting from the introduction of a residential new construction code in 2010 and a proposed federal standard for general-service lamps starting in 2012 p. pp. 16-43
& lt;sup>e Historical savings resulting from the introduction of a residential new construction code in 2010 and a proposed federal standard for general-service lamps starting in 2012 1 5.1 Reporting Savings Outside ENSC Programs Previous...

AI summary The 2009 IRP Update assumes energy savings from sources beyond customer-funded DSM programs will contribute to targets. ENSC is now recording incremental energy and demand from two external sources.

5.1.1 Extra-Large Industrial Projects p. p. 17
5.1.1 Extra-Large Industrial Projects ELI customers completed efficiency projects in 2009 and 2010. The resulting energy and demand savings contribute to the IRP targets and are reported in this filing because they are incremental to custo...

AI summary ELI customers' 2009-2010 efficiency projects contributed 80 GWh and 12 MW savings, incremental to DSM programs and not included in the 2009 IRP Update. These estimates, based on third-party analysis, will be evaluated in 2011 with variances reported in the 2013 DSM Plan. The 2009 IRP Update noted DSM inclusion encompasses broader conservation efforts beyond customer-funded programs.

5.1.2 Adoption of Energy-Efficiency Codes and Standards p. pp. 17-19
5.1.2 Adoption of Energy-Efficiency Codes and Standards The adoption of energy-efficiency codes and standards is essential to meet overall targeted energy savings in the long term. Incentive-based DSM programs can be effective for building...

AI summary The adoption of energy-efficiency codes and standards is crucial for long-term energy savings, complementing incentive-based DSM programs. ENSC supports government efforts to implement these codes, which are incremental to the 2009 IRP Update. Additional savings come from LEED and BOMA certifications.

5.1.3 Potential Savings from NSPI Initiatives p. p. 19
5.1.3 Potential Savings from NSPI Initiatives ENSC has not included Nova Scotia Power initiatives in the 2012 DSM Plan savings projections. However, ENSC recognizes the significant savings contributions that could be realized from NSPI ini...

AI summary ENSC did not include NSPI initiatives in the 2012 DSM Plan but acknowledges their potential savings from LED street lights, voltage control, smart metering, and rate design. ENSC plans to discuss these opportunities with NSPI for inclusion in future DSM Plans.

5.2 Changes to DSM Screening p. p. 19
5.2 Changes to DSM Screening ENSC is proposing that the TRC test for the 2012 DSM Plan be applied at the program level, not at the measure level as was previously required. ENSC is seeking the flexibility to consider factors in addition to...

AI summary ENSC proposes changing the DSM screening process by applying the TRC test at the program level rather than the measure level and considering additional factors beyond TRC. The TRC and PAC tests have historically shown strong benefit-cost ratios for DSM programs in 2012, with TRC and PAC values exceeding 1.0.

5.3 Evaluation and Verification p. pp. 19-20
5.3 Evaluation and Verification It is anticipated that the Evaluation and Verification process for the 2011 DSM programs will continue as developed for the 2008-2009 and 2010 DSM programs. DSM program Evaluation (Process and Impact) will b...

AI summary The 2011 DSM program evaluation and verification process will follow established methods used for previous DSM programs. An independent firm will conduct the evaluation, and the UARB may also commission annual savings verification. A session in 2010 discussed free ridership and spillover effects, leading to an approach for evaluating these factors, which was shared with stakeholders and used to guide evaluations starting in 2010.

5.4 Allocation of DSM Program Costs Among Rate Classes p. p. 20
5.4 Allocation of DSM Program Costs Among Rate Classes Appendix B contains a preliminary estimate of the proposed 2012 DSM program costs to 1 be allocated among rate classes. The preliminary allocation uses the methodology approved by the...

AI summary The document discusses the allocation of 2012 DSM program costs among rate classes, referencing the methodology approved by the UARB in its 2010 DSM Plan Decision.

6. DSM PURPOSES AND PRIORITIES p. pp. 20-22
6. DSM PURPOSES AND PRIORITIES In its 2011 DSM Plan Decision, the UARB recommended that ENSC conduct a "critical evaluation of expenditures to ensure money is spent on the most effective promotions and projects." 15 This recommendation was...

AI summary The UARB recommended in its 2011 DSM Plan Decision that ENSC conduct a critical evaluation of expenditures to ensure funds are used effectively for promotions and projects. This recommendation followed a request from the Consumer Advocate for clarity on DSM purposes and priorities in program design, budgets, and cost allocations. This section outlines ENSC's overall DSM purpose, guiding principles, and the process used to develop the 2012 DSM Plan.

6.1 Overall Purpose of DSM Efforts p. p. 22
6.1 Overall Purpose of DSM Efforts The overall purpose of electricity DSM programs in Nova Scotia is to help meet the province's long-term electricity needs through conservation and energy efficiency as a lower cost alternative to supply....

AI summary The overall purpose of electricity DSM programs in Nova Scotia is to meet the province's long-term electricity needs through conservation and energy efficiency, which is a lower-cost alternative to supply. DSM spending aims to meet the overall DSM savings set out in the IRP, which identifies DSM as the lowest-cost option to meet future electricity needs while respecting emissions targets and renewable energy requirements.

6.2 Guiding Principles p. p. 22
6.2 Guiding Principles In preparing the 2012 DSM Plan, ENSC observed the following guiding principles: · Meet IRP Targets: ENSC's primary goal is to meet IRP targets as a whole, both in the short term (measured by incremental annual energy...

AI summary ENSC's 2012 DSM Plan is guided by the principle of meeting IRP targets, both in the short term through incremental annual energy and demand savings and in the long term through cumulative savings.

Supra , note 10, para. 123. p. pp. 22-23
Supra , note 10, para. 123. 1 · Low-cost Programs: Program costs will be minimized, where doing so does not 2 hinder meeting overall IRP targets in both the short and long term. 3 4 · Accessibility: ENSC will strive to provide access to ef...

AI summary The text outlines the guiding principles for developing the 2012 DSM Plan, emphasizing low-cost programs, accessibility, and long-term success. ENSC reviewed existing DSM programs, enhanced accessibility for low-income residents, consulted stakeholders, and engaged experts from other jurisdictions to improve program design and effectiveness.

7. COMMUNICATING DSM BENEFITS p. pp. 23-27
7. COMMUNICATING DSM BENEFITS The UARB Decision on the 2011 DSM Plan highlighted the importance of communicating benefits of DSM to the general public. 16 Nova Scotians are investing significantly in DSM programs now and in the years ahead...

AI summary The UARB Decision on the 2011 DSM Plan emphasizes the importance of communicating DSM benefits to the public. DSM is highlighted as a cost-effective and environmentally friendly approach to energy efficiency, contributing to Nova Scotia's energy and environmental goals. ENSC plays a key role in promoting energy efficiency and supporting the province's economic and environmental objectives.

1 8. DSM PROGRAMS FOR LOW-INCOME HOUSEHOLDS p. p. 27
1 8. DSM PROGRAMS FOR LOW-INCOME HOUSEHOLDS During the regulatory hearing of the 2011 DSM Plan, several concerns were raised by intervenors, including the Consumer Advocate, the Affordable Energy Coalition (AEC) and the Ecology Action Cent...

AI summary During the 2011 DSM Plan regulatory hearing, intervenors such as the Consumer Advocate, the Affordable Energy Coalition (AEC), and the Ecology Action Centre raised concerns about DSM programs for low-income households.

Section 44 p. p. 27
- · performance of the 2008-2009 Low-Income Households program - · the need for programs designed for low-income renters and renters in general - · the financial ability of households with incomes just above the Low- Income Cut-Off (LICO)...

AI summary The text discusses actions taken by ENSC and NSPI in 2010 to improve access to DSM programs for low-income households and renters, including outreach efforts and a study initiated by the AEC. The 2012 DSM Plan expands low-income support to rental units. ENSC plans to continue outreach and simplify qualification processes.

1 The Efficient Products program for 2011 includes measures for appliance replacement p. p. 27
1 The Efficient Products program for 2011 includes measures for appliance replacement 2 and lighting upgrades that specifically target low-income rental units. These measures 3 will continue in 2012. In the 2012 DSM Plan, spending on low-i...

AI summary The Efficient Products program for 2011 includes measures for appliance replacement and lighting upgrades targeting low-income rental units. Spending on low-income households in the 2012 DSM Plan is forecast to be $4.3 million, including the installation of energy-efficient products for low-income renters.

DATE FILED: February 28, 2011 Page 26 of 34 p. pp. 27-29
DATE FILED: February 28, 2011 Page 26 of 34 1 9. ENABLING STRATEGIES 2 The 2012 DSM Plan includes investments in eight Enabling Strategies. These strategies serve two purposes: (1) to support ENSC's DSM programs by encouraging increased pa...

AI summary The 2012 DSM Plan includes eight Enabling Strategies aimed at supporting ENSC's DSM programs and promoting long-term market transformation through energy-efficiency practices. Work on these strategies is planned for 2011 to support the timely rollout of initiatives.

Section 47 p. p. 29
Education and Outreach: The Plan includes continued investment to communicate the benefits of DSM to increase awareness of, and participation in, DSM programs. Development and Research: ENSC continues to gather information about markets an...

AI summary The Plan emphasizes continued investment in education and outreach for DSM programs, development and research into new energy-saving opportunities, innovative financing strategies, and support for advanced building energy codes and labelling policies in Nova Scotia.

Training and Quality Assurance: ENSC's objective is to improve training and quality assurance by working in partnership with third parties so that Nova Scotians can call p. p. 29
Training and Quality Assurance: ENSC's objective is to improve training and quality assurance by working in partnership with third parties so that Nova Scotians can call 1 upon a growing and qualified local DSM workforce. 2 3 Renewable Hea...

AI summary ENSC aims to enhance training and quality assurance by partnering with third parties to develop a qualified local DSM workforce. ENSC also plans to support renewable heating strategies and collaborate with local governments on DSM programs and regulations.

10. PERFORMANCE-BASED APPROACH p. pp. 29-31
10. PERFORMANCE-BASED APPROACH The creation of ENSC flows from the recommendations of a stakeholder consultation process facilitated by Dr. David Wheeler. 17 The final report resulting from this process envisioned a performance-driven over...

AI summary The document discusses the creation of ENSC based on a stakeholder consultation process led by Dr. David Wheeler, proposing a performance-based oversight mechanism for energy and demand savings. This model would shift regulatory focus from annual filings to multi-year frameworks, similar to those used in Vermont, with the UARB's role evolving to evaluate and verify performance.

11. MULTI-FUELS MANDATE p. pp. 31-32
11. MULTI-FUELS MANDATE The recommendations of the 2008 Wheeler Report, while focusing on the creation of an independent administrator for electric DSM, suggested that consideration be given, "for reasons of longer term cost-effectiveness...

AI summary The 2008 Wheeler Report recommended that ENSC become a single administrator for multi-fuel efficiency measures. The ENSC Act outlines ENSC's objectives, including administering electricity demand-side management and energy efficiency programs. ENSC is working with the Nova Scotia Department of Energy to finalize a multi-fuels mandate, aiming to streamline programs and reduce costs.

12. FUEL SUBSTITUTION p. pp. 32-34
12. FUEL SUBSTITUTION Fuel substitution programs encourage participants to replace systems using electricity for space or water heating, for instance, with non-electric systems. In the case of new construction, fuel choice involves encoura...

AI summary Fuel substitution programs aim to replace electric systems with non-electric alternatives for heating. A pilot program was initiated in 2011 as per the UARB's 2011 DSM Plan Decision, with lessons learned informing future programs. ENSC plans to expand these efforts with provincial partners and emphasize sustainable biomass use.

DATE FILED: February 28, 2011 Page 33 of 34 p. pp. 34-36
DATE FILED: February 28, 2011 Page 33 of 34 1 14. CONCLUSION As the Evidence and Appendix A illustrate, the 2012 DSM Plan continues to build on Nova Scotians' achievements in energy efficiency while setting a path for long-term success. Th...

AI summary The 2012 DSM Plan builds on Nova Scotians' energy efficiency achievements and incorporates stakeholder input and recommendations from the UARB. It combines innovation with proven approaches and aims for ambitious energy efficiency goals while ensuring financial responsibility.

Section 54 p. p. 36
With this Application, ENSC is seeking approval: - · of the 2012 DSM Plan - · to apply TRC screening tests at the program level - · to engage the UARB and stakeholders in 2011 to further assess options for implementing a performance-based...

AI summary ENSC is seeking approval for the 2012 DSM Plan, applying TRC screening tests at the program level, and engaging the UARB and stakeholders to assess future performance-based models.

1.1 2012 DSM Budget and Savings p. pp. 40-41
1.1 2012 DSM Budget and Savings Efficiency Nova Scotia Corporation (ENSC) consulted stakeholders and worked with Navigant Consulting Inc. and Dunsky Energy Consulting in designing the 2012 DSM Plan. The proposed plan is a comprehensive por...

AI summary Efficiency Nova Scotia Corporation (ENSC) designed the 2012 DSM Plan with stakeholder input and consulting firms. The plan includes residential, commercial, industrial, and institutional programs aimed at meeting energy and demand savings targets from the 2009 Integrated Resource Plan. ENSC plans to invest $43.7 million in 2012, targeting 233.6 GWh and 44.0 MW of savings.

OVERACHIEVEMENTS F 2012 Investment ($ million) Lifetime Benefits ($ million) a DDSM PLANS Incremental Annual Net Energy Savings at Generator (GWh) p. p. 41
OVERACHIEVEMENTS F 2012 Investment ($ million) Lifetime Benefits ($ million) a DDSM PLANS Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total Resource Cost Test (TRC) b Pro...

AI summary The table outlines overachievements from DSM programs in Nova Scotia, including investment, lifetime benefits, and energy savings. It details various programs such as efficient products, home energy reports, and commercial and industrial initiatives, along with their associated costs and benefits.

2012 Program Strategy p. pp. 45-49
2012 Program Strategy The Existing Houses program will continue to be offered within a seamless, home retrofit program. Through a Request for Proposal process, ENSC will contract with service organizations and their energy advisors who wil...

AI summary The 2012 Program Strategy outlines the continuation of the Existing Houses program through a home retrofit initiative, with ENSC contracting service organizations. It also explores new opportunities for low-income renters, including free appliance replacement and deferred payment financing, and targets direct installation of energy-efficient products in rental homes.

Overview p. pp. 49-64
Overview The New Houses program encourages electrical energy efficiency in the residential new construction market. Launched in 2009, it is available to builders and owner/builders of new houses in Nova Scotia, and supports the growth of a...

AI summary The New Houses program promotes energy efficiency in residential new construction in Nova Scotia by encouraging the use of efficient products and design practices. It aims to increase the number of homes exceeding building code requirements and using ENERGY STAR® products. The program leverages existing initiatives and may adjust eligible measures based on market and technological changes.

1 · qualitative performance assessment focusing on positive reinforcement as p. pp. 51-54
1 · qualitative performance assessment focusing on positive reinforcement as 2 energy-efficiency behaviours are implemented and consumption 3 decreases 4 · recommendations for improving energy efficiency through no-cost, low 5 cost and lar...

AI summary The text discusses a 2012 energy-efficiency program strategy that includes qualitative performance assessments, customer feedback mechanisms, and the use of third-party providers to deliver reports. The strategy aims to improve energy efficiency through no-cost, low-cost, and larger-scale measures, with plans to expand the program based on participant feedback and experiences.

Overview p. p. 55
Overview Launched in 2010, the Prescriptive Rebate program is intended to secure cost-effective electrical energy savings for non-residential customers in the retrofit and new construction markets through the promotion of a variety of high...

AI summary The Prescriptive Rebate program, launched in 2010, aims to achieve cost-effective energy savings for non-residential customers through the promotion of high-efficiency equipment. It includes two elements: Business Energy Rebates (BER) and Smart Lighting Choices (SLC), which support retrofit and new construction markets by offering rebates and encouraging the adoption of efficient technologies.

Eligible Equipment p. p. 55
Eligible Equipment The Prescriptive Rebate program targets equipment for which the electrical energy savings can be predicted and standard per-measure savings and incentive levels can be established. This simplifies the application process...

AI summary The Prescriptive Rebate program provides rebates for equipment with predictable energy savings, simplifying the application process and reducing administrative costs. Eligible equipment includes lighting, HVAC, and other energy-efficient technologies, which are grouped into market segment packages for specific industries.

1 2012 Program Strategy p. p. 55
1 2012 Program Strategy The purchase and installation of high-efficiency technologies will be promoted through a combination of market push-and-pull strategies.

AI summary The 2012 Program Strategy emphasizes promoting the purchase and installation of high-efficiency technologies using both market push-and-pull strategies.

1 The program works with eligible customers to identify and implement cost-effective p. p. 59
1 The program works with eligible customers to identify and implement cost-effective 2 electrical energy and demand saving measures on a case-by-case basis. Measures can be 3 divided into two categories: 4 5 · market-driven measures, commo...

AI summary The program focuses on identifying and implementing cost-effective energy-saving measures for eligible customers, divided into market-driven and discretionary retrofit categories. It includes technical and financial assistance components such as audits, incentives, and project financing. Examples include compressed air audits, retro-commissioning, and support for industrial energy improvement.

2012 Program Strategy p. pp. 64-67
2012 Program Strategy ENSC provides the implementation contractor with a list of eligible customers in each territory. The implementation contractor markets the program, generates a qualified lead, and sends the customer request to ENSC. A...

AI summary ENSC provides a structured process for implementing energy efficiency programs, including customer eligibility, audit procedures, contractor roles, and incentive structures. ENSC may adjust program features based on outreach strategies and other program developments to meet the goals of the DSM Plan.

1 4. ENABLING STRATEGIES p. pp. 67-68
1 4. ENABLING STRATEGIES 2 3 Beginning with the 2012 DSM Plan, savings from outside of customer-funded DSM 4 programs will play an important role in achieving IRP targets. To support this role, 5 ENSC will work with partners, including gov...

AI summary The document outlines enabling strategies to support demand-side management (DSM) programs in Nova Scotia, emphasizing the role of education and outreach since 2008. The 2012 DSM Plan aims to increase awareness of energy efficiency and boost participation in DSM initiatives, with collaboration between ENSC, governments, and NSPI.

Section 92 p. p. 68
Nova Scotians will only adopt energy-efficient behaviours if they understand the value. Many Nova Scotians are already there, achieving significant electric efficiency savings over the past few years. To influence more Nova Scotians to par...

AI summary Nova Scotians are encouraged to adopt energy-efficient behaviors through education and outreach by ENSC, building on past efforts and focusing on enhancing customer understanding and participation in DSM programs. Activities include in-house energy advisors and targeted communication strategies.

1 · a dynamic ENSC website, launched in January 2011, with a customer p. pp. 68-71
effectiveness of all DSM programs. The DSM tracking system, public opinion polling 1 · a dynamic ENSC website, launched in January 2011, with a customer 2 friendly focus, providing energy efficiency information, program 3 materials, assist...

AI summary The document outlines Efficiency Nova Scotia Corporation's (ENSC) efforts to enhance the effectiveness of Demand Side Management (DSM) programs through a dynamic website, social media, marketing materials, online tools, and educational initiatives. It also highlights the development of new energy-efficient technologies and strategies through research and pilot projects.

1 The strategy will include discussions with key market participants and agencies, p. p. 73
1 The strategy will include discussions with key market participants and agencies, 2 participating in working groups, providing technical and other support and funding 3 research efforts. 4 5 Labelling activities are not expected to genera...

AI summary The strategy involves engaging market participants and agencies through discussions, working groups, and research support. It focuses on labelling activities to increase uptake of DSM programs, building envelope retrofits, heating systems, and energy management initiatives. A training and quality assurance strategy is introduced to improve contractor knowledge and build DSM workforce capacity in Nova Scotia.

4.7 Renewable Heating Strategy p. pp. 73-74
4.7 Renewable Heating Strategy The objective of the Renewable Heating strategy is to create a broad renewable/advanced heating strategy for the province. The strategy will be designed to reduce electric space and domestic water heating loa...

AI summary The Renewable Heating Strategy aims to reduce electric heating loads and greenhouse gas emissions by promoting renewable heating technologies such as wood pellets, solar hot water heating, and ground source heat pumps. ENSC will collaborate with stakeholders to develop regulatory frameworks and seek funding partnerships to support local economic development and infrastructure.

4.8 Working with Local Governments p. pp. 74-75
4.8 Working with Local Governments ENSC has an objective to conduct outreach and provide support for municipal governments interested in implementing-energy efficiency programs and regulations. This strategy will be initiated in 2011 and w...

AI summary ENSC plans to engage with local governments in Nova Scotia to promote energy efficiency programs and regulations starting in 2011. Collaboration opportunities include municipal participation in DSM programs, promotion of initiatives, and support in developing regulations and new programs.

Reduce air conditioning costs with fans p. p. 80
Reduce air conditioning costs with fans Fans help you stay cool while reducing your air conditioning needs. Raise the thermostat setting 3-4 degrees while you use portable fans and ceiling fans to keep air circulating and stay comfortable....

AI summary The text discusses how using fans can reduce air conditioning needs and lower energy consumption, especially during peak demand times. It highlights the benefits of using fans to conserve energy and keep the electricity grid reliable.

Preliminary Program Cost Allocation p. p. 80
Preliminary Program Cost Allocation Line # TABLE 1 Allocation of 25% of program costs associated with system benefits. 10 Costs DSM Costs 11 Factors Factors1 12 Generation 100% Demand-related 33.49% 13 Transmission 0% Energy-related 66.51%...

AI summary The document outlines the preliminary allocation of 25% of program costs associated with system benefits, with demand-related costs attributed to 33.49% and energy-related costs to 66.51%. The table provides a breakdown of cost distribution across different sectors.

30 1 Enabling Strategies allocated based on Customer counts COSS, 2009 Compliance Filing p. p. 80
30 1 Enabling Strategies allocated based on Customer counts COSS, 2009 Compliance Filing Line # TABLE 2 a) Estimate of DSM Program participation by rate classes before accounting for the Municipal Class 1 2 COLUMN A B C D E F G 3 4 5 Relat...

AI summary The table presents an estimate of DSM Program participation by rate classes before accounting for the Municipal Class, showing the relative shares of program costs incurred on participating rate classes. It includes various residential and industrial rate classes with percentages for different programs.

INTRODUCTION p. pp. 88-95
INTRODUCTION Efficiency Nova Scotia Corporation (ENSC) retained the Dunsky Energy Consulting team to provide strategic advice designed to assist the Corporation as it moves to absorb current DSM Administrator functions, and ramp-up to achi...

AI summary Efficiency Nova Scotia Corporation (ENSC) has retained Dunsky Energy Consulting to provide strategic advice on absorbing DSM Administrator functions and achieving aggressive energy savings goals. The report focuses on regulatory issues, plan review, and enhancement opportunities for ENSC's programs.

A Note Re Programs p. p. 88
A Note Re Programs For the sake of readability, we refer throughout this report to "ENSC programs". However, the reader should bear in mind that ENSC only recently inherited these programs; until October 2010, they were in fact developed a...

AI summary The document notes that ENSC programs were previously managed by the Interim DSM Administrator, Nova Scotia Power Inc., before being inherited by ENSC in October 2010. It also discusses the importance of management and delivery strategies for building local capacity.

REGULATORY ISSUES & RISKS p. pp. 88-95
suggest could occur in 2011 in time to develop a framework for post-2012 DSM Plans. In the interim, oversight of the 2012 DSM Plan could follow the current model, with some modifications (see below).

AI summary The text discusses the oversight of the 2012 DSM Plan, suggesting that a framework for post-2012 DSM Plans could be developed by 2011, with interim oversight following the current model with modifications.

OPPORTUNITIES TO ENHANCE 2011 PLAN SAVINGS p. p. 95
OPPORTUNITIES TO ENHANCE 2011 PLAN SAVINGS A key element of this project was a program-by-program overview of current DSM activities. Overall, our review has found that ENSC is inheriting a solid foundation of existing programs, organized...

AI summary This document reviews the 2011 Demand Side Management (DSM) plan and identifies opportunities to enhance savings. It highlights the solid foundation of existing programs and suggests improvements, particularly in residential retrofit, fuel substitution, and new behavioral initiatives. It also emphasizes the potential of commercial and industrial programs and recommends enabling strategies to support long-term goals.

ENSC Electricity DSM Review p. p. 95
ENSC Electricity DSM Review Below we summarize these findings, indicating the relative scope of changes recommended for consideration by ENSC, each program's potential contribution to both near-term and longer-term targets, and summary rec...

AI summary This section summarizes findings related to the ENSC Electricity DSM Review, highlighting recommended changes, the potential contribution of each program to near-term and long-term targets, and summary recommendations. New initiatives are emphasized in blue.

Program / Scope of POTENTIA L SAVINGS PRINCIPAL REC p. p. 95
ENSC Electricity DSM Review Program / Scope of POTENTIA L SAVINGS PRINCIPAL RECOMMENDATIONS Market Area Potential Changes a Near-term (2011-13) b Long-term (2014-30) c (see program profiles for more detailed suggestions) Performance Plus (...

AI summary The document outlines a review of ENSC's electricity demand-side management (DSM) programs, suggesting changes and recommendations for improving energy efficiency. Key points include expanding programs, increasing incentives, and enhancing customer feedback mechanisms.

MANAGEMENT, DELIVERY AND LOCAL CAPACITY BUILDING p. p. 95
MANAGEMENT, DELIVERY AND LOCAL CAPACITY BUILDING As ENSC takes on and expands existing DSM programs, it will be faced with decisions on its overall management and delivery structure. A key aspect of this is determining which functions shou...

AI summary ENSC is expanding its DSM programs and must decide between in-house and outsourced management approaches. The report highlights the importance of a strong in-house culture, collaboration with contractors, and strategies for building local capacity, such as local content requirements and market transformation.

OVERSIGHT IN A PERFORMANCE-BASED MODEL p. p. 95
OVERSIGHT IN A PERFORMANCE-BASED MODEL Regulatory oversight of a dedicated DSM "utility" like ENSC is broadly analogous to regulatory oversight of other monopoly functions. In this respect, regulatory models exist on a continuum, ranging f...

AI summary The text discusses regulatory oversight of ENSC, a dedicated DSM utility in Nova Scotia, under a performance-based model. It contrasts this with the traditional cost-of-service model used by NSPI and highlights the shift in UARB's oversight role from pre-approving plans to focusing on budget and performance reviews.

& lt;sup>3 Evaluation, measurement and verification. p. p. 95
& lt;sup>3 Evaluation, measurement and verification. ANNUAL PLANS REVIEW ex: NSPI (past) PERFORMANCE-BASED APPROACH ADMINISTRATOR • Proposes plan to achieve cost-effective savings • Requests approval of budget and plan for set period (e.g....

AI summary The document discusses a shift from an annual plan review model to a performance-based approach for Demand Side Management (DSM) programs. This change would provide ENSC with greater flexibility to adjust plans based on feedback and outcomes, while the regulator would focus on evaluating ex-post results and verifying claimed savings.

ENSC Electricity DSM Review p. pp. 95-138
ENSC Electricity DSM Review administrator must devote to formal regulatory hearings and processes, freeing them up to focus more on ensuring targets are met. 5 RISK While Nova Scotia's regulatory model allows for somewhat more flexibility...

AI summary The document discusses the need for a more flexible and performance-based approach to regulatory processes in Nova Scotia, suggesting that a multi-annual framework could better support the achievement of energy efficiency targets. It highlights risks associated with the current annual preapproval process.

RECOMMENDATIONS p. p. 95
RECOMMENDATIONS - Consider moving to a multi-annual, ex-post performance-based approach and, in so doing, clarify the associated review / oversight framework - In the interim, maintain the flexibility previously afforded to NSPI to adjust...

AI summary The recommendations suggest transitioning to a multi-annual, ex-post performance-based approach with a clear oversight framework and maintaining flexibility for NSPI to adjust programs before future hearings. The text highlights the significant time spent on regulatory approvals, which can detract from program management and strategic planning.

TOTAL RESOURCE COST (TRC) SCREENING REQUIREMENTS p. p. 95
TOTAL RESOURCE COST (TRC) SCREENING REQUIREMENTS Current electricity DSM targets were derived from Nova Scotia Power's Integrated Resource Planning (IRP) process. Through this process, a level of incremental annual energy savings, roughly...

AI summary The Total Resource Cost (TRC) screening requirements in Nova Scotia's Demand Side Management (DSM) plan are based on the Integrated Resource Planning (IRP) process. The TRC approach compares the full cost of energy efficiency to the equivalent long-run cost of offset supply, ensuring that only cost-effective measures are promoted. However, the requirement that the TRC must be greater than 1 raises concerns about undue constraints and unintended consequences.

UNINTENDED CONSEQUENCES FROM RELIANCE ON THE TRC p. pp. 95-107
UNINTENDED CONSEQUENCES FROM RELIANCE ON THE TRC Notwithstanding our primary recommendation to eliminate the formal measure-level TRC screening process requirement, we believe it worthwhile to address the types of cost-benefit tests, in th...

AI summary The document discusses the unintended consequences of relying on the Total Resource Cost (TRC) test in demand-side management (DSM) programs. While the TRC test was widely used, it has been criticized for neglecting non-resource benefits that influence consumer decisions to adopt energy-saving measures.

HARMONIZING ELECTRIC AND NON-ELECTRIC INITIATIVES p. pp. 107-108
HARMONIZING ELECTRIC AND NON-ELECTRIC INITIATIVES Throughout Canada and the U.S., efficient and effective DSM program delivery is often challenged by the existence of a patchwork of DSM administrators. In some regions, for example, a varie...

AI summary The text discusses the challenges of managing multiple demand-side management (DSM) programs across different utilities and agencies, and how the creation of ENSC offers an opportunity to streamline these efforts. Coordination between the UARB and government is suggested to reduce duplication and improve efficiency.

OVERVIEW p. p. 108
OVERVIEW Nova Scotia has adopted a set of ambitious electricity savings goals, equivalent to – and in some ways more aggressive than – the targets of leading North American jurisdictions. These goals are derived from an overall, long-term...

AI summary Nova Scotia has set ambitious electricity savings goals, outlined in NSPI's Integrated Resource Plan (IRP). The document highlights three key issues: the need to clarify the distinction between overall DSM targets and ENSC's voluntary programs, potential overambition in short-term DSM targets, and the likely higher average unit cost for ENSC's voluntary programs. The recommendations aim to adjust short-term targets while maintaining long-term planning.

ISSUE A: OVERALL DSM TARGETS ARE NOT LIMITED TO ENSC PROGRAMS ALONE p. p. 108
ISSUE A: OVERALL DSM TARGETS ARE NOT LIMITED TO ENSC PROGRAMS ALONE The approved 2009 IRP update 12 clearly suggests that DSM forecasts account for all DSM efforts and savings, including not only resource acquisition DSM programs to be man...

AI summary The 2009 IRP update indicates that DSM targets include not only ENSC programs but also contributions from other entities like NSPI and government policies. The document argues that DSM goals should account for non-program strategies such as energy efficiency codes and standards, which can significantly impact savings. Additionally, the exclusion of the ELI rate class from DSM programs makes the targets more ambitious than initially perceived.

2. Annual DSM Targets With Assumed Breakout of Non-Program Savings p. pp. 108-111
2. Annual DSM Targets With Assumed Breakout of Non-Program Savings Notes: Relative program and non-program contributions are illustrative only. Stack bars are not aligned to the axis to the right. The point of this chart is not to suggest...

AI summary The chart illustrates annual DSM targets with non-program savings, emphasizing that ENSC's role extends beyond programs to include code and other non-program savings. Achieving these targets will require significant effort, and the chart raises questions about the appropriateness of the projected ramp-up, which is addressed in 'Issue B'.

ISSUE B: CONSIDER A SOMEWHAT LONGER RAMP-UP p. p. 111
ISSUE B: CONSIDER A SOMEWHAT LONGER RAMP-UP Nova Scotia is to be lauded for setting itself ambitious electric DSM goals. However, a review of these targets raises concerns that interim targets for the 2011-2013 timeframe may be overly ambi...

AI summary Nova Scotia's electric DSM goals are ambitious, but concerns are raised about the 2011-2013 interim targets being too aggressive compared to other North American jurisdictions. A table compares Nova Scotia's 2013 DSM targets with those of California and leading northeast U.S. states using the percent of demand metric, highlighting the province's most ambitious annual target in its IRP forecast.

3. Comparative DSM Targets (percent-of-demand) p. pp. 111-112
3. Comparative DSM Targets (percent-of-demand) Notes: \ Connecticut 2012 goal not yet approved (currently at 1.06% for 2010). \ \ In "NS 2013 (adjusted)", savings assume our earlier estimate from voluntary programs alone, while demand is a...

AI summary The document discusses concerns about the feasibility of ENSC's 2013 DSM targets given the short timeframe for achieving them, while acknowledging the ambitious but potentially achievable long-term goals. It highlights the need for a more realistic ramp-up curve for DSM savings.

4 N.S. Alternative Ramp-Up Schedule (illustrated) p. pp. 112-113
4 N.S. Alternative Ramp-Up Schedule (illustrated) 14 Although one North American jurisdiction (Vermont) has achieved more than 2.5% of total demand via voluntary DSM programs, it is important to note that residential lighting savings contr...

AI summary The document discusses the challenges in replicating Vermont's DSM success due to changes in CFL market penetration and Canadian standards. It also highlights the discrepancy between IRP and ENSC savings targets, noting the need for clarity in defining these targets and the potential impact of short-term changes on NSPI's ability to meet carbon and renewable content requirements.

ISSUE C: BUDGETS MAY BE INSUFFICIENT FOR VOLUNTARY PROGRAMS COMPONENT p. p. 113
ISSUE C: BUDGETS MAY BE INSUFFICIENT FOR VOLUNTARY PROGRAMS COMPONENT The budgets set out in the 2009 IRP for DSM programs hover around $0.27-$0.28 per first-year kWh (expressed in constant dollars through 2020). Compared to the historical...

AI summary The 2009 Integrated Resource Plan (IRP) sets DSM program budgets at around $0.27-$0.28 per first-year kWh, which are considered reasonable compared to historical data. However, future costs may rise due to reduced savings from efficient lighting and more ambitious targets requiring higher-cost savings opportunities.

This is further borne out by a program-level comparison of ENSC's 2011 program costs with those of similar programs for Massachusetts and Vermont, presented below. p. p. 114
This is further borne out by a program-level comparison of ENSC's 2011 program costs with those of similar programs for Massachusetts and Vermont, presented below. Program ENSC 2011 Mass. 2011 Vermont 2011 Efficient Products $0.21 $0.24 $0...

AI summary The document compares ENSC's 2011 program costs with those of Massachusetts and Vermont, showing that Nova Scotia's costs are lower, except for Vermont's low-cost residential lighting program. This suggests a need to increase voluntary program cost forecasts in Nova Scotia.

RECOMMENDATIONS p. pp. 114-116
RECOMMENDATIONS Based on the issues analyses above, we find a number of significant risks inherent in the determination, interpretation and reasonableness of the savings targets and expected costs thereof, and recommend these be most urgen...

AI summary The document highlights risks related to the clarity and achievability of savings targets in energy efficiency programs. It emphasizes the need to clarify whether targets are incremental or cumulative and to adjust for previous excess savings and long-term degradation.

IMPLICATIONS FOR THE 2012 PLANNING PROCESS p. p. 116
IMPLICATIONS FOR THE 2012 PLANNING PROCESS As DSM efforts are fully transferred from NSPI to ENSC, ENSC will also take on responsibility for preparing and filing its 2012 DSM Plan with the UARB. The plan must be filed by February 28th, 201...

AI summary As DSM efforts transition from NSPI to ENSC, ENSC will prepare and file its 2012 DSM Plan with the UARB by February 28th, 2010. The proposal suggests a 'business as usual' approach with minor changes to the planning framework and clarification of DSM savings targets, budgets, and attribution. A new performance framework for 2013 and beyond is also recommended.

CHANGES TO THE 2012 DSM PLANNING FRAMEWORK p. p. 116
CHANGES TO THE 2012 DSM PLANNING FRAMEWORK In the short-term, ENSC should consider petitioning the UARB, within the framework of the 2012 plan, to: - Remove the measure-level TRC screening: Removing this requirement for the 2012 Plan would...

AI summary The document suggests changes to the 2012 DSM planning framework, including removing measure-level TRC screening and clarifying overall savings targets. These changes aim to provide ENSC with more flexibility and better alignment with the IRP 2012 savings target, while also considering the contributions of nonprogram activities.

POST-2012 FRAMEWORK CHANGES p. p. 116
POST-2012 FRAMEWORK CHANGES Within or in parallel with the 2012 DSM Plan filing, we suggest that ENSC petition the UARB to hold a broader discussion on a new framework for DSM planning post-2012. This would be an opportunity for ENSC, the...

AI summary The text suggests that ENSC should petition the UARB to initiate a broader discussion on a new framework for DSM planning post-2012. This would involve developing a multi-year, performance-based oversight process, streamlining oversight, and creating a long-term savings attribution and reporting framework. These discussions should be completed ahead of the 2013 regulatory proceeding.

OVERVIEW p. p. 116
OVERVIEW The transition of DSM programs from NSPI to ENSC offers an opportunity to review specific program strategies and performance. For this project, we have conducted a high-level review with three aims: - To provide a broad, qualitati...

AI summary This document outlines a high-level review of Demand Side Management (DSM) programs transitioning from NSPI to ENSC. The review aimed to evaluate program designs, identify enhancement opportunities, and assess the potential for meeting increased energy efficiency goals by 2011, 2012, and 2013.

A Note Re Programs p. p. 116
A Note Re Programs For the sake of readability, we refer throughout this report to "ENSC programs". However, the reader should bear in mind that ENSC only recently inherited these programs; until October 2010, they were in fact developed a...

AI summary This note clarifies that while the report refers to 'ENSC programs', these programs were previously developed and implemented by the Interim DSM Administrator, Nova Scotia Power Inc., until October 2010.

SECTOR-LEVEL FINDINGS p. p. 116
SECTOR-LEVEL FINDINGS Overall, our review has found that ENSC is inheriting a solid foundation of existing programs, organized largely along common "best practice" program design lines. Given Nova Scotia's very recent entry into electric D...

AI summary The document highlights that ENSC has a strong foundation in existing programs, largely based on best practices. NSPI and CNS have successfully incorporated lessons from other jurisdictions, leading to accelerated learning. While there are suggestions for program enhancements, these are seen as opportunities for growth rather than criticisms of the current foundation.

EXISTING PROGRAMS – RESIDENTIAL p. p. 116
EXISTING PROGRAMS – RESIDENTIAL Broadly speaking, ENSC, in collaboration with Conserve Nova Scotia, has built a solid foundation for residential programs. The newly-launched new construction program sets out ambitious tiers, the efficient...

AI summary ENSC and Conserve Nova Scotia have developed strong residential programs, but the residential retrofit program needs redesign due to the end of federal ecoENERGY incentives. The review recommends expanding programs to include fuel substitution and small multifamily buildings, increasing efforts in product offerings, and launching a behavioral on-bill feedback program in collaboration with NSPI. Current DSM targets may be difficult to meet.

EXISTING PROGRAMS – COMMERCIAL, INSTITUTIONAL & INDUSTRIAL p. p. 116
EXISTING PROGRAMS – COMMERCIAL, INSTITUTIONAL & INDUSTRIAL Even more than is the case for residential programs, ENSC's suite of commercial & industrial (C&I) programs can serve as a good basis for expansion. The small business direct insta...

AI summary The document discusses opportunities for expanding ENSC's commercial and industrial energy efficiency programs. It highlights the potential of existing programs like the small business direct install and prescriptive products initiatives, and suggests a targeted submarket approach, long-term customer relationships, and leveraging data for better program effectiveness. It also notes challenges in meeting ambitious DSM targets within a short timeframe.

ENSC Electricity DSM Review p. p. 116
ENSC Electricity DSM Review relatively quickly via expanding eligibility and measures, but is among the more expensive programs. Custom and Products programs can clearly also expand, but likely require more than three years to reach saving...

AI summary The ENSC Electricity DSM Review discusses the potential for expanding eligibility and measures in Demand Side Management (DSM) programs, noting that some programs can be expanded relatively quickly, while others may require more than three years to meet 2013 savings targets. Prescriptive retrofit outreach is highlighted as a key initial strategy for specific markets.

EXISTING PROGRAMS – ENABLING STRATEGIES p. p. 116
EXISTING PROGRAMS – ENABLING STRATEGIES ENSC has inherited an existing Education & Outreach program and a Development & Research program. Both are important, and we suggest that D&R in particular could be expanded to foster longer-term sav...

AI summary ENSC has inherited existing programs and proposes expanding the Development & Research program to support long-term savings. ENSC can lead initiatives in financing, codes, building labeling, and renewable heating to achieve DSM targets and stimulate economic opportunities. These efforts will have limited impact before 2013 but must start now.

PROGRAM-LEVEL OVERVIEW p. p. 116
PROGRAM-LEVEL OVERVIEW In the forthcoming sections, we address each program or program area individually. Below we summarize these findings, indicating the relative scope of changes recommended for consideration by ENSC, each program's pot...

AI summary This section provides an overview of program-level findings, highlighting recommended changes, their scope, and potential contributions to near-term and long-term targets. New initiatives are emphasized in blue.

Program / Scope of Potentia l Savings Principal Rec p. p. 116
ENSC Electricity DSM Review Program / Scope of Potentia l Savings Principal Recommendations Market Area Potential Changes a Near-term (2011-13) b Long-term (2014-30) c (See program profiles for more detailed suggestions) Performance Plus (...

AI summary The document outlines recommendations for improving Energy Nova Scotia Corporation's (ENSC) electricity demand-side management (DSM) programs, focusing on enhancing energy efficiency initiatives, expanding eligibility, increasing incentives, and improving customer feedback mechanisms.

ENSC Electricity DSM Review p. pp. 116-138
ENSC Electricity DSM Review Interest in the program has already been strong only months after launch. Notably, manufactured home providers are expressing interest; one of the two principal manufactured home providers is considering having...

AI summary The new Performance Plus program has seen strong interest, particularly from manufactured home providers. The program is well-designed with ambitious targets, aiming for 33% participation in its first year. Several recommendations are made for improvement, including baseline studies, incentive reviews, pre-drywall inspections, and the use of prescriptive incentives to increase participation and energy savings.

EFFICIENT PRODUCTS (LIGHTING AND APPLIANCES) p. p. 116
cant source of potential savings given that set-top boxes are one of the most important single sources of electronic products energy consumption in homes. - Consider year-round product incentives. Year round, rather than periodic product i...

AI summary The text discusses strategies to increase the adoption of energy-efficient products, including year-round incentives, education for sales staff, and working with bulk purchasers. It notes that while these efforts may be difficult to directly measure, they can be validated from a market transformation perspective.

ENERGUIDE FOR EXISTING HOUSES (HOME RETROFITS) p. p. 116
ely take three to five years to be put into place and beginning having significant impact. In the meantime, ENSC could consider a number of options to increase the savings from the current program by: - Increasing incentive levels to match...

AI summary The document suggests that ENSC could increase the effectiveness of its residential retrofit program by raising incentives, improving financing options, reducing customer effort, developing the workforce, and adjusting timelines to accommodate participant needs and contractor involvement in renovations.

BEHAVIOURAL FEEDBACK p. p. 116
BEHAVIOURAL FEEDBACK OVERVIEW & ASSESSMENT: Reducing energy use by providing feedback to electricity customers is a major emerging opportunity to obtain low-cost energy savings. Behavioural feedback can range from 'enhanced billing' to rea...

AI summary The document discusses the potential of behavioural feedback in reducing energy use through enhanced billing and real-time feedback mechanisms. Effective approaches include frequent feedback, comparisons with similar households, and actionable steps for improvement.

6 Example of Enhanced Billing p. pp. 116-138
6 Example of Enhanced Billing An important new study from the American Council for an Energy Efficiency Economy (ACEEE), published in June 2010, summarizes the results of a rigorous meta-analysis of 57 studies from North America, Europe an...

AI summary This section discusses enhanced billing as a method for promoting energy efficiency, citing a study by the American Council for an Energy Efficiency Economy (ACEEE) that found energy savings ranging from 4% to 12%. Enhanced billing is associated with lower savings, while more frequent feedback and benchmarking yield higher savings. Costs for behavioral feedback initiatives, such as those used in Massachusetts, are relatively low.

PRESCRIPTIVE REBATES (C&I PRODUCTS) p. p. 138
PRESCRIPTIVE REBATES (C&I PRODUCTS) OVERVIEW: The C&I products market generally consists of relatively uniform products with standard energy savings/unit. Programs targeting products alone can focus on market-driven opportunities in both n...

AI summary The C&I products market involves standard energy-saving products, with ENSC's BER and SLC programs targeting market-driven opportunities. BER provides prescriptive incentives for lighting, motors, refrigeration, and HVAC products, while SLC offers incentives to distributors for high-performance T8 lamps. Regulations are being drafted to phase out T12 lighting and Class 8 products.

SMALL BUSINESS LIGHTING SOLUTIONS (SMALL BUSINESS EXISTING) p. p. 138
SMALL BUSINESS LIGHTING SOLUTIONS (SMALL BUSINESS EXISTING) OVERVIEW: The Direct Install Program for Small Businesses offers lighting retrofits via third party implementation contractors. Eligibility requires <100,000 kWh/year and <100kW a...

AI summary The Small Business Lighting Solutions program provides lighting retrofits for small businesses with incentives covering 80% of costs. It has achieved significant energy savings and is on track to exceed 2010 targets. The program is recommended for expansion in eligibility and measure options to increase savings and scale beyond 2011 levels.

ENSC Electricity DSM Review p. p. 138
ENSC Electricity DSM Review During early September, program staff received training in the Advanced Building: Core Performance methodology, and assistance in reviewing design documents for the first two projects to be included under this i...

AI summary ENSC staff received training on the Advanced Building: Core Performance methodology and are reviewing design documents for new projects. The program has shown significant savings potential but has been limited by staffing constraints. Recommendations include adding sub-market strategies and targeted outreach for specific customer segments.

EDUCATION AND OUTREACH p. p. 138
EDUCATION AND OUTREACH OVERVIEW: The current Education and Outreach component comprises a general marketing campaign, an information hotline directing customers to programs, and targeted activities for educational institutions (the develop...

AI summary The Education and Outreach component includes a general marketing campaign, an information hotline, and targeted activities for educational institutions. As ENSC shifts toward a market-based approach, the EnerInfo hotline will become more critical, requiring knowledgeable representatives. Education and outreach are essential for achieving long-term DSM targets and can be enhanced through advanced behavioral feedback mechanisms.

DEVELOPMENT AND RESEARCH p. p. 138
DEVELOPMENT AND RESEARCH OVERVIEW: Development and Research (D&R) efforts in the current DSM Plan encompass market assessments, technology reviews, staff development, baseline studies and demonstration projects. To date, a substantial port...

AI summary The Development and Research (D&R) section of the DSM Plan includes market assessments, technology reviews, and pilot programs. The 2011 budget funds a residential fuel substitution pilot. ENSC is advised to consider broader D&R definitions, including experimental program designs and emerging technologies like cold-climate heat pumps. D&R activities may support long-term DSM targets by replenishing savings opportunities.

BUILDING LABELLING POLICY p. p. 138
BUILDING LABELLING POLICY OVERVIEW/ASSESSMENT: Mandatory building energy performance labelling is a potentially powerful tool to allow markets to better value energy efficiency, thus incenting better performance. In the residential sector,...

AI summary Mandatory building energy performance labelling is proposed as a tool to improve market valuation of energy efficiency in residential and commercial sectors. While not currently active in Nova Scotia, it has potential to drive long-term energy savings and reduce the need for financial incentives. The policy could be implemented alongside efficiency financing and rating tools like Energy Star Portfolio Manager.

ENSC Electricity DSM Review p. p. 138
ENSC Electricity DSM Review Regardless of the method employed, it would be reasonable to give energy-savings credit toward goals to ENSC for any savings achieved relative to actual baseline (not necessarily code), including bringing new co...

AI summary ENSC suggests that energy savings from new construction meeting or exceeding building codes should be credited toward DSM goals. It highlights successful training efforts in support of new energy efficiency codes and outlines potential roles for ENSC in promoting and enforcing codes. The contribution of code and standard activity to long-term DSM targets is considered very significant, citing California's experience.

TRAINING POLICY p. p. 138
TRAINING POLICY OVERVIEW/ASSESSMENT: Training must occur at many levels for many audiences in order to support ENSC programs. Architects and engineers need training on efficient design; contractors need to develop familiarity and expertise...

AI summary Training is essential across multiple levels and audiences to support ENSC programs, including architects, engineers, contractors, retailers, and building operators. A coordinated training and certification strategy is recommended to address overlapping needs and streamline delivery. This can contribute significantly to long-term DSM targets, though savings attribution may be less direct for general training activities.

LEVERAGING GOVERNMENT p. p. 138
LEVERAGING GOVERNMENT OVERVIEW/ASSESSMENT: Both the provincial and many municipal governments in Nova Scotia are setting ambitious goals related to energy efficiency, particularly in the context of climate change plans. Municipalities are...

AI summary The provincial and municipal governments in Nova Scotia are setting ambitious energy efficiency goals, with municipalities acting as potential partners for ENSC. Examples from other jurisdictions show that municipalities can lead in policies such as building energy labelling, efficiency retrofits, and cool roof requirements. ENSC is collaborating with local municipalities on initiatives like PACE financing for solar hot water systems.

INTRODUCTION p. p. 138
INTRODUCTION As ENSC takes on and expands existing DSM programs, it will be faced with decisions on its overall management and delivery structure. Indeed, these decisions may be critical to the costs and savings of program implementation....

AI summary ENSC is considering how to manage and deliver its expanding DSM programs, including decisions on whether to use in-house staff or outsource to consultants and market actors, with a focus on cost and savings implications.

WHAT IS PROGRAM MANAGEMENT AND DELIVERY? p. p. 138
WHAT IS PROGRAM MANAGEMENT AND DELIVERY? Management and delivery (M&D) can be broken out into multiple tasks: administration, overall portfolio-level planning, program design, program implementation, program evaluation, and supportive task...

AI summary Program management and delivery (M&D) involves tasks such as administration, planning, design, implementation, and evaluation. ENSC is considering options on a spectrum between full in-house implementation and outsourcing through a Program Management Contractor (PMC) model.

Program Implementation p. p. 138
Program Implementation - − Program mgmt - − Contractor mgmt - − Outreach/mkting - − Incentive Processing - − Relationship / Acct mgmt (w/manuf/retailers; w/indiv. contractors; w/large accounts) - − Audits/Evals - − Actual projects (install...

AI summary The text discusses program implementation, including management, contractor management, outreach, incentive processing, and evaluation. It notes that entities like Efficiency Maine Trust rely on outside contractors but maintain core staff, highlighting the need for an optimal mix of actors in managing ENSC programs. It also references the 2008 'Wheeler Report' on DSM management.

ENSC Electricity DSM Review p. p. 138
ENSC Electricity DSM Review The table below illustrates the approximate staffing levels for three of the entities most similar in design to ENSC: the Energy Trust of Oregon, the Wisconsin Energy Conservation Corporation (for the statewide...

AI summary The text compares ENSC with three non-profit organizations—Energy Trust of Oregon, Wisconsin Energy Conservation Corporation, and Efficiency Vermont—highlighting their similar roles in implementing statewide energy efficiency programs.

PRINCIPLES AND ISSUES p. p. 138
PRINCIPLES AND ISSUES A. The Importance of In-House Culture: A performance-driven, market-focused culture is one the most frequently cited success factors for an energy efficiency utility, and helps ensure that programs actively seek out o...

AI summary The document discusses the importance of fostering a performance-driven, market-focused culture within ENSC to achieve energy efficiency goals. It highlights the viability of both in-house and outsourced models for DSM, emphasizes the need for quality staff and long-term planning, and notes the challenges of scaling up DSM efforts in Nova Scotia over the next few years.

ADVANTAGES, DISADVANTAGES AND ESSENTIAL INGREDIENTS p. p. 138
ADVANTAGES, DISADVANTAGES AND ESSENTIAL INGREDIENTS We present the advantages, disadvantages and essential ingredients for the effective use of in-house staff, DSM consultants and delivery contractors and market actors below.

AI summary The text introduces a discussion on the advantages, disadvantages, and essential ingredients for effectively utilizing in-house staff, DSM consultants, delivery contractors, and market actors.

DSM CONSULTANTS AND DELIVERY CONTRACTORS p. p. 138
DSM CONSULTANTS AND DELIVERY CONTRACTORS • Advantages: Both DSM consultants (providing specialized program design and evaluation services) and DSM delivery contractors (providing turnkey or relatively turnkey program implementation service...

AI summary The text discusses the advantages and risks of using DSM consultants and delivery contractors for ENSC's program expansion. It highlights their specialized knowledge and ability to act quickly but also notes higher costs, lack of long-term continuity, and potential silos. Effective use requires collaboration, innovation incentives, and clear communication.

MARKET ACTORS p. p. 138
MARKET ACTORS • Advantages: market actors – retailers, manufacturers, trades and general contractors, architects and engineers – should provide the vast majority of customer services and measures. Relying on the open market for measure ins...

AI summary The text discusses the advantages and disadvantages of relying on market actors versus in-house staff for energy efficiency programs. It emphasizes the importance of a competitive market and the need for ENSC to actively develop the local market, particularly in the early stages, through training and certification. It also highlights the potential for conflicts of interest with trade allies and the need for strong internal controls.

LOCAL CAPACITY DEVELOPMENT p. p. 138
LOCAL CAPACITY DEVELOPMENT As ENSC takes on leadership of DSM in the province, a key challenge will be developing local capacity, in terms of skilled in-house staff, locally based DSM consultants and delivery contractors, and skilled, comp...

AI summary ENSC faces the challenge of developing local capacity in DSM, including in-house staff, consultants, and contractors, to reduce costs and enhance local economic benefits. Strategies include nurturing in-house staff, using local content requirements in RFPs, long-term contracts, and ensuring long-term program predictability to encourage investment.

ENSC Electricity DSM Review p. pp. 138-171
ENSC Electricity DSM Review - demand will continue to exist. Experience from other jurisdictions shows how important it is to avoid interruptions in program delivery or year-to-year uncertainty about program existence. - E. Market-Transfor...

AI summary The document discusses strategies for market transformation and reducing barriers to entry in Nova Scotia's energy efficiency industry, including mandatory building labelling, subsidies for training and certification, and leveraging third-party certifications. It emphasizes the importance of long-term strategies and local economic benefits from DSM programs.

BACKGROUND p. pp. 177-178
BACKGROUND As part of its 2011 DSM Closing Submission, NSPI recommended the inclusion of a Fuel Substitution pilot program, to be developed in late 2010 and implemented in 2011. Discussions during the 2011 DSM Plan hearings regarding this...

AI summary NSPI proposed a Fuel Substitution pilot program in its 2011 DSM Closing Submission, to be developed in late 2010 and implemented in 2011. The proposal was influenced by a report from Dunsky Energy Consulting, which outlined a timeline for the pilot's design and implementation. The pilot was to be funded through the Development and Research program and overseen by the Existing Houses program.

DEC PROGRAM DESIGN METHODOLOGY p. pp. 179-180
DEC PROGRAM DESIGN METHODOLOGY DEC's methodology for this project consisted of six steps: - A. DEFINING SCOPE, GOALS, OBJECTIVES AND POLICIES : DEC and NSPI finalized the project's objectives, strategy options and policy decisions in July...

AI summary DEC's program design methodology involved six steps, including defining scope, measure and market characterization, reviewing experience, and designing a pilot program. The report details steps B and C, and presents the final program design incorporating feedback from NSPI, ENSC, and PDWG.

PROGRAM ADMINISTRATORS p. p. 185
PROGRAM ADMINISTRATORS - Sara Mudge, Efficiency New Brunswick - Luke Dugas, Enbridge Gas (New Brunswick)

AI summary The section lists program administrators involved in the proceeding, including Sara Mudge from Efficiency New Brunswick and Luke Dugas from Enbridge Gas (New Brunswick).

ISSUES AND OPPORTUNITIES p. p. 187
ISSUES AND OPPORTUNITIES Electric-baseboard (EBB) heating is by far the most common electric heating in Nova Scotia, with 72% of electrically-heated homes. This creates a problem for fuel substitution programs because of the lack of a heat...

AI summary The document discusses challenges and opportunities in converting electric baseboard-heated homes in Nova Scotia to alternative heating systems. Market actors recommend air-source heat pumps for bungalows with unfinished basements and ductless mini-splits for other homes. For non-ASHP options, boilers with radiators are preferred for multi-storey homes with finished basements due to minimal disruption, while forced air furnaces are more costly and disruptive.

IMPLICATIONS FOR THE PILOT p. pp. 187-188
IMPLICATIONS FOR THE PILOT The pilot project will clearly need to provide additional incentives to cover the cost of installing distribution systems in order to make fuel substitution attractive. It will also need to prepare specific marke...

AI summary The pilot project requires incentives for installing distribution systems to encourage fuel substitution, particularly for EBB heated homes. Marketing strategies and incentives may not be sufficient, prompting consideration of turnkey installation. Boiler conversions are preferred except for specific home types, with incentives set at nearly 100% of installation costs for hydronic systems.

The table below provides a brief profile of each of the key measures or systems considered for this pilot. p. p. 189
The table below provides a brief profile of each of the key measures or systems considered for this pilot. SYSTEMS PROFILES WOOD STOVES Eligibility: EPA-certified stoves in homes with no existing non-electric secondary heating system Insta...

AI summary The text outlines key measures and systems considered for a pilot, including wood and pellet stoves, and wood boilers/furnaces. It details eligibility criteria, installed costs, and market observations, noting differences in demand and adoption rates between urban and rural areas.

PELLET STOVES p. p. 191
PELLET STOVES Pellet stoves are an established technology in Nova Scotia. The pilot program will incent them in a similar fashion to other established measures.

AI summary Pellet stoves are an established technology in Nova Scotia, and the pilot program will incentivize them similarly to other established measures.

ENCOURAGING FUEL SUBSTITUTION p. pp. 199-200
ENCOURAGING FUEL SUBSTITUTION Participant surveys revealed valuable information on both market interest in – and/or openness to – fuel switching, and the levels of incentives that could move decisions.

AI summary Participant surveys provided insights into market interest in fuel switching and the levels of incentives needed to influence decisions.

INCENTIVE SCENARIOS p. p. 201
INCENTIVE SCENARIOS FSS respondents were provided information regarding the conversion cost and annual energy cost savings for four different fuel substitution scenarios, and asked to indicate the level of incentive that would be required...

AI summary Respondents were asked about incentive levels needed for various fuel substitution scenarios, including wood and pellet stove additions, conversion to combo boiler systems, and switching from electric DHW to tankless gas heaters. The feedback is summarized in four graphs that show conversion costs, sample sizes, and pre-incentive payback periods.

9 Incentive Rates and Interest Levels for Tankless DHW p. p. 202
9 Incentive Rates and Interest Levels for Tankless DHW

AI summary This section discusses incentive rates and interest levels for tankless domestic hot water (DHW) systems, accompanied by a figure labeled 'Figure 5' from page 202.

11 Incentive Rates and Interest Levels for Pellet Stoves p. p. 203
11 Incentive Rates and Interest Levels for Pellet Stoves A key finding from these results is that most respondents reporting access to gas would be interested by some level of incentive – less than 15% of respondents indicated that no amou...

AI summary Most respondents with access to gas expressed interest in pellet stoves with some level of incentive, while over 40% showed no interest in wood or pellet stoves regardless of incentives. These findings were used to estimate expected uptake rates.

MARKET ACTOR REPORTS p. pp. 203-204
MARKET ACTOR REPORTS Market actors (HVAC contractors and equipment retailers) contacted as part of measure characterization were also asked their sense of current levels of interest in fuel substitution. - Wood Stoves were reported to be a...

AI summary Market actors in Nova Scotia report that wood stoves are popular, while interest in wood pellet stoves peaked in 2008 but has since declined. Gas heating systems and domestic hot water systems are well established. Pellet boilers and furnaces are not widely used, though some suppliers offer standard systems. The challenge lies in penetrating the EBB market and ensuring support for EBB conversions.

Residential Fuel Substitution Pilot Program p. p. 206
Residential Fuel Substitution Pilot Program Contractors also face barriers that may impede program success. Particularly relevant for fuel substitution are: - Conservative bidding : Contractors are naturally interested in obtaining contrac...

AI summary The Residential Fuel Substitution Pilot Program faces challenges due to contractor behavior, including conservative bidding, program transaction costs, and investment costs. Contractors tend to favor established solutions over more disruptive or innovative ones, and may be reluctant to invest in new technologies like advanced pellet systems.

12 Standard Solutions to Retrofit Barriers p. p. 206
12 Standard Solutions to Retrofit Barriers BARRIER STRATEGIES Lack of Information  Information campaigns – information on costs, savings and selection issues can be included in marketing campaigns and distributed via installers Access to...

AI summary The document outlines 12 standard solutions to overcome barriers to retrofitting, including strategies such as information campaigns, incentives, financing, contractor support, and equipment availability. It emphasizes the importance of addressing issues like lack of information, access to capital, and split incentives through targeted interventions.

RECOMMENDED STRATEGIES: ESTABLISHED MEASURES (GROUPS A, B) p. pp. 206-209
RECOMMENDED STRATEGIES: ESTABLISHED MEASURES (GROUPS A, B) For the established measures – stoves, wood boilers and furnaces, gas boilers and furnaces, and gas DHW - we recommend a combination of incentives, financing, information and outre...

AI summary The document recommends a combination of incentives, financing, information, and outreach for established measures like stoves and gas boilers. It suggests no project management assistance for the pilot phase but notes that it may be considered for future programs, especially for EBB conversions.

INCENTIVES p. p. 209
INCENTIVES We propose two sets of incentives for the program. Equipment-specific incentives are set at 20%-40% of total installed equipment cost, depending on the measure. Distribution system incentives are available for EBB heated homes,...

AI summary The proposal outlines two incentive structures: equipment-specific incentives (20%-40% of installed cost) and distribution system incentives (100% for EBB heated homes). Payback periods for some measures exceed five years, with adjustments made for non-energy benefits and efficiency considerations.

13 Incentive Levels - Group A Measures p. p. 209
13 Incentive Levels - Group A Measures Category Measure Baseline Home Equipment Incentive $ Distribution Incentive Incentive % distribution Incentive % installed participant remaining participant simple system equipment capital cost paybac...

AI summary The document outlines incentive levels for various heating systems and equipment under Group A and Group B measures, including wood stoves, boilers, furnaces, and gas systems. The incentives are structured as fixed dollar amounts or a percentage of total installation costs, with examples provided for clarity.

INSTALLER SUPPORT p. p. 211
INSTALLER SUPPORT ENSC will need to work with installers to make sure they are aware of the program, understand the incentive application process, and will promote the program to their customers. Given the high absolute incentives offered...

AI summary ENSC needs to collaborate with installers to ensure they understand and promote the program, particularly EBB conversions. High incentives are expected to encourage promotion, though there is uncertainty about installer preference for EBB over ASHPs. Marketing support, including brochures and a co-marketing fund, is recommended to assist installers in promoting the program.

OTHER STRATEGIES p. pp. 211-212
OTHER STRATEGIES We considered – but do not propose – providing project management support for homeowners during the pilot program. Similarly, we do not propose installer incentives for promoting equipment or participating in the program,...

AI summary The text discusses strategies not being proposed for the pilot program, including project management support for homeowners, installer incentives, and support for training or equipment purchases. These aspects are recommended for evaluation during the process evaluation.

RECOMMENDED STRATEGIES – NEW TECHNOLOGIES (GROUP C) p. pp. 212-213
RECOMMENDED STRATEGIES – NEW TECHNOLOGIES (GROUP C) For pellet boilers and furnaces, we propose two approaches. For standard pellet boilers and furnaces (non-automatic systems requiring weekly maintenance), we propose the same incentives +...

AI summary The document outlines two approaches for promoting pellet boilers and furnaces. For standard systems, it suggests using existing installer relationships and incentives. For advanced automatic systems, a turnkey approach with selected installers is proposed to encourage adoption and testing through demonstration projects.

PROJECT MANAGEMENT p. p. 214
PROJECT MANAGEMENT For advanced automatic systems, ENSC should offer turnkey installation with its preselected contractors.

AI summary The document suggests that ENSC should provide turnkey installation services for advanced automatic systems using preselected contractors.

INSTALLER SUPPORT p. p. 214
INSTALLER SUPPORT Work with installers for standard pellet boilers and furnaces should mirror that for established technologies (essentially awareness and outreach). For advanced automatic systems, ENSC should select one to three contracto...

AI summary The text discusses installer support for pellet boilers and furnaces, suggesting that support should mirror that for established technologies. For advanced systems, ENSC should select contractors for turnkey offerings, with pricing and support negotiated directly.

OTHER STRATEGIES p. p. 214
OTHER STRATEGIES We considered – but do not recommend – that the pilot offer homeowner project management support, installer incentives or installer training support for standard pellet boilers and furnaces. The potential value of these st...

AI summary The text discusses strategies that were considered but not recommended, including homeowner project management support, installer incentives, and installer training for standard pellet boilers and furnaces. These strategies are to be evaluated during program evaluation.

CUSTOMER ELIGIBILITY – DOMESTIC HOT WATER p. p. 215
CUSTOMER ELIGIBILITY – DOMESTIC HOT WATER Customers should have electric DHW in place.

AI summary The document specifies that customers must have electric domestic hot water (DHW) systems in place as a requirement for eligibility.

DEMONSTRATION OF ELIGIBILITY p. p. 215
DEMONSTRATION OF ELIGIBILITY The program will use a pre-approval process where customers fax or email an application form. The form should include a customer attestation that the home uses electric resistance heat and describing any non-el...

AI summary The program requires customers to submit an application form with specific information, including attestation about home heating and permission for data sharing. ENSC will verify eligibility using billing data and conduct site visits for quality control and random verification.

INSTALLER ELIGIBILITY p. pp. 215-216
INSTALLER ELIGIBILITY The program should be open to any qualified installer. In the case of wood and pellet stoves, installers should hold Wood Energy Technology Transfer (WETT) certification. Gas measures should be installed by a member o...

AI summary The document discusses installer eligibility requirements for energy efficiency programs, specifying that installers must be qualified and hold specific certifications, such as WETT certification for wood and pellet stoves and membership in Heritage Gas' Authorized Dealer Network for gas measures.

REGIONS p. pp. 216-217
REGIONS With the exception of wood and pellet stoves, we anticipate relatively low uptake for most measures in the program, with one of the primary risks of the pilot being a lack of sufficient participants. For this reason, most measures...

AI summary The document discusses the anticipated low uptake of most program measures, except for wood and pellet stoves, which are expected to have high demand. Due to potential budget overruns, incentives for these stoves should be limited to specific regions: Cape Breton and Queens Regional Municipalities, covering about 12% of the population, to test uptake in both rural and urban areas.

MARKETING p. pp. 217-218
MARKETING The pilot program will rely on a combination of installer marketing, free media coverage, and crossmarketing with other programs to increase customer awareness and encourage participation. We detail these strategies below. Instal...

AI summary The pilot program will use installer marketing, free media coverage, and cross-marketing with other programs to raise awareness and encourage participation. Marketing materials will be provided to installers, and collaboration with ENSC and Heritage Gas will be leveraged for broader outreach.

PARTICIPATION PROCESS p. pp. 218-219
PARTICIPATION PROCESS The diagram below summarizes the participation process, including participant, installer and administrator actions.

AI summary The text introduces a diagram that outlines the participation process, detailing the actions of participants, installers, and administrators.

16 Participation Process p. p. 219
16 Participation Process As the diagram illustrates, the participation process can be divided into seven steps. - 1. Becoming Aware of Program : Participants will find out about the program via ENSC and installer marketing efforts. Knowled...

AI summary The participation process for the program involves seven steps, including becoming aware of the program, pre-approval, contractor selection, installation, incentive application, receiving incentives, and participation in evaluation and verification. ENSC and NSPI play key roles in managing the process and data collection.

Objective Primary Tools p. pp. 223-224
Objective Primary Tools Discover customer interest levels Pilot uptake rates Customer survey Installation costs Incentive applications MEASURES Installation issues Customer surveys Installer interviews Actual energy savings and non-electri...

AI summary The document outlines a measurement plan focused on assessing customer interest levels, installation costs, energy savings, and free ridership levels through customer surveys, installer interviews, billing data, and smart meter data. It also evaluates the impact of incentive levels and marketing effectiveness.

19 Forecast Pilot Project Results p. p. 228
19 Forecast Pilot Project Results Program Costs Incentive budget $570,000 Non-incentive budget $282,500 Total $852,500 Program Benefits 1st year GWh savings net 2.1 @generator kW savings net @ generator 961 Total Resource Cost Test Ratio 1...

AI summary The Forecast Pilot Project Results table outlines program costs and benefits, including incentive and non-incentive budgets, energy savings, and cost tests. The program is forecast to save 2.1 GWh annually and has a positive Total Resource Cost (TRC) ratio. The cost of conserved energy is compared to the Energuide for Existing Houses program in the 2011 DSM Plan.

NEXT STEPS p. pp. 228-229
NEXT STEPS Several key steps will need to be taken by ENSC staff in order to move the proposed pilot program towards implementation in Q2, Q3 and in particular Q4 of 2011. We detail these steps below, presented in checklist format. Note th...

AI summary The document outlines key steps for ENSC staff to implement a proposed pilot program in Q2, Q3, and especially Q4 of 2011, with many tasks to be conducted in parallel.

INCENTIVES p. pp. 229-230
INCENTIVES  Develop incentive processing protocol FINANCING  Confirm financing options with NSPI and Conserve Nova Scotia and prepare financing offering INSTALLER OUTREACH     Prepare installer outreach plan Develop contact list of e...

AI summary The document outlines various tasks related to developing incentive processing protocols, financing options, installer outreach, eligibility criteria, marketing strategies, and evaluation methods for a program. Key entities involved include Nova Scotia Power Inc. (NSPI) and Conserve Nova Scotia.

I. Executive Summary: A Green Schools Program for Nova Scotia p. p. 230
I. Executive Summary: A Green Schools Program for Nova Scotia This report was commissioned by Nova Scotia Power (NSPI), in the role of interim Demand Side Management (DSM) Administrator, to provide guidance on selecting an environmental ed...

AI summary This report, commissioned by Nova Scotia Power (NSPI) as interim Demand Side Management (DSM) Administrator, proposes a Green Schools Program as part of the 2011 Conservation and Energy Efficiency Plan. The program aims to reduce energy use in schools by 10-15%, support education for sustainable development, and engage whole school communities in long-term environmental stewardship.

2a Contextual Issues: Building on Previous Efforts p. p. 230
2a Contextual Issues: Building on Previous Efforts " The program is streamlined to appeal to busy administrators and teachers who know the value of student involvement ... It is designed for success, encouraging participants to prioritize...

AI summary The document discusses the development of the Green Schools Nova Scotia (GSNS) program, which builds on previous initiatives like Energy Matters and Towards a Brighter Future. GSNS aims to integrate environmental education, student engagement, and sustainability practices in schools, with a focus on long-term viability and curriculum alignment. It also highlights the role of the Halifax Regional School Board in infrastructure retrofits and energy efficiency initiatives.

3d How do Green Schools Work? Support to Operations p. p. 242
3d How do Green Schools Work? Support to Operations Green Schools Nova Scotia, should be designed to provide direct support and tools to operations and grounds managers for assessing and improving environmental practices under their charge...

AI summary Green Schools Nova Scotia aims to provide operations and grounds managers with tools and training to improve environmental practices. It emphasizes involving students in environmental activities and fostering a culture of care and responsibility. The program is designed to be adaptable to different levels of environmental expertise in schools.

Administrative Structure and Key Characteristics of Select Green Schools Programs p. p. 247
Administrative Structure and Key Characteristics of Select Green Schools Programs Green Schools Program Administrative Structure Key Characteristics website B.C. Green (Sustainable) Schools www.bced.gov.bc.ca The Department of Education, B...

AI summary This section describes the administrative structure and key characteristics of the B.C. Green Schools program, including its coordination by the Department of Education in British Columbia and its two flagship initiatives: the B.C. Green Games and the Energy Ambassadors program.

IV Notable Green Schools Programs: Exemplar Aspects p. p. 247
coming a Green School. highlighting, and gaining exposure and recognition for the daily efforts that your school is making to improve society." [http://www.evb.csq.qc.net](http://www.evb.csq.qc.net/) The Manitoba Eco Globe Schools Program...

AI summary The text discusses notable Green Schools programs, including the Manitoba Eco Globe Schools Program and Earthcare in Ontario. These programs focus on energy efficiency, education for sustainable development, and occupant behavior, with examples of how they are integrated into curricula and educational policies.

4. Develop a Green Schools Nova Scotia Website, Social Networking tools, and Graphic Image or 'Brand' . p. p. 247
and sources be promoted. The Green Schools program has a framework for assessing and developing resources, and this framework will be applied to any resource that the program promotes in schools. In 33 Source: Personal communications and i...

AI summary The Green Schools Nova Scotia program is expanding by promoting educational resources, partnering with established programs like SEEDS and Green Learning, and introducing the SmartDriver for School Bus initiative in the third year to reduce fuel consumption and greenhouse gas emissions.

5. Create a School Environmental Improvement Plan p. p. 247
5. Create a School Environmental Improvement Plan GSNS will provide a Green School Report Card to schools that complete their environmental audits. The report cards will identify areas that the school is doing well, and will identify areas...

AI summary GSNS will provide Green School Report Cards to schools that complete environmental audits. These report cards will highlight strengths and areas for improvement. Based on the results, the Green Leadership Team will develop an Environmental Improvement Plan (E.I.P.) tailored to the school's needs, with specific short- and long-term goals over at least two years.

Marketing & Promotions of Advanced Houses Pilot Project p. pp. 301-302
Marketing & Promotions of Advanced Houses Pilot Project The Build Phase Marketing Campaign will include (commencing January 2011): A pre-advertising campaign will include the development of a website and blog, video to highlight the innova...

AI summary The Marketing & Promotions of Advanced Houses Pilot Project outlines a comprehensive campaign strategy for the Build Phase, starting in January 2011 and continuing until the project's close. The campaign includes digital and traditional media, events, and promotional materials to raise awareness and build the project's brand.

Allocations of Funds to NSHBA p. pp. 302-303
Allocations of Funds to NSHBA Allocation of Funds January 1, 2011 – November 30, 2011 Amount Phase III - Administration - Technical Assistance - Build Process (pre-advertising, education & training for target audiences) $15,000 $20,000 $60...

AI summary The document outlines the allocation of funds to the NSHBA for Phase III and Phase IV. Phase III includes specific amounts for administration, technical assistance, and build process activities, while Phase IV's marketing budget is to be determined based on committee direction.

E-22010 DSM Evaluation Reports - Final Report - February 28, 2011 2/28/2011 708 passages
Section 1
NOVA SCOTIA’S 2010 ELECTRICITY DEMAND SIDE MANAGEMENT PLAN EVALUATION REPORTS FINAL REPORT FEBRUARY 28, 2011 Submitted to: NOVA SCOTIA UTILITY AND REVIEW BOARD Submitted by: EFFICIENCY NOVA SCOTIA CORPORATION Prepared by: NMR GROUP INC. Ev...

AI summary This final report evaluates Nova Scotia’s 2010 Electricity Demand Side Management (DSM) Plan, submitted to the Nova Scotia Utility and Review Board by Efficiency Nova Scotia Corporation. The evaluation was conducted by NMR Group Inc. and focuses on assessing the effectiveness of DSM programs implemented in 2010.

Section 2
EMA, Inc. 50-2 Howard Street, Somerville, MA 02144 Phone: (617) 284-6230 Fax: (617) 284-6239 www.nmrgroupinc.com Evaluation of 2010 DSM Programs Executive Summary

AI summary The document is an executive summary of an evaluation of 2010 Demand Side Management (DSM) programs by EMA, Inc., focusing on their effectiveness and outcomes.

Section 3
Contents 1 DSM PORTFOLIO PERFORMANCE ............................................................................................................1 1.1 OVERVIEW ..................................................................................

AI summary The document outlines a review of Demand Side Management (DSM) portfolio performance, focusing on data quality, access/delivery challenges, and recommendations. It includes sections on evaluation objectives, impact assessments, and on-site evaluations, with subsections addressing data tracking issues and forward-looking considerations for 2011.

Section 5
ENT PRODUCTS – RETAIL PROGRAM (POWER DOWN - PD) ............................................................... 14 3.4.1 CFL Component ...........................................................................................................

AI summary The document outlines energy efficiency programs including retail and direct installation initiatives, home energy assessments, new housing programs, appliance retirement/replacement, and support for low-income households. It also references an executive summary evaluating program impacts and processes.

Section 6
...................................................... 18 NMR NSPI Impact and Process Evaluation Executive Summary Tables TABLE 1-1: 2010 UARB APPROVED SAVINGS TARGETS AND NMR RESULTS (NET INSTALLED ANNUAL ENERGY AND DEMAND SAVINGS AT THE...

AI summary The document evaluates the 2010 DSM program performance, including savings targets, portfolio composition, and process evaluation methods. It references tables analyzing energy/demand savings, program effectiveness, and stakeholder feedback through interviews and surveys.

Section 7
NMR Evaluation 2010 DSM Programs Executive Summary Page 1 Executive Summary 1 DSM Portfolio Performance 1.1 Overview This document provides a summary of the evaluation of 2010 electric Demand Side Management programs in Nova Scotia. NMR co...

AI summary This document evaluates Nova Scotia's 2010 Demand Side Management (DSM) programs, concluding they met targets despite challenges. NMR assessed programs like Efficient Products Retail and Low Income Households, noting efficient execution during transition to Efficiency Nova Scotia Corporation. The 2010 DSM plan was approved by the Utility and Review Board (UARB) on August 4, 2009.

Section 8
results for the 2010 program year. NMR Evaluation 2010 DSM Programs Executive Summary Page 2 Table 1-1: 2010 UARB Approved Savings Targets and NMR Results (Net Installed Annual Energy and Demand Savings at the Generator) 2010 Targets 2010...

AI summary The 2010 DSM program evaluation shows actual energy and demand savings exceeded UARB-approved targets, with residential and C&I programs achieving higher results than projected. Key programs include Efficient Products, EnerGuide, and Business Energy Rebates, with NMR reporting outcomes for the year.

Section 9
.41 Small Business Lighting Solutions 13.98 3.30 11.21 1.53 C&I TOTAL 63.94 12.37 62.60 10.49 PORTFOLIO TOTAL 81.13 16.63 84.97 16.38 Includes the Power Down (Retail) and Appliance Retirement and Replacement program components. Includes Re...

AI summary The DSM Administrator's 2010 conservation programs exceeded energy savings targets by 5% (3.84 GWh) and nearly met demand savings goals. Key programs like Efficient Products - Residential (153% over target) and EnerGuide for Existing Houses (65% over target) drove results, with CFL markdowns contributing 72% of Retail program savings.

Section 10
m Development Working Group (PDWG) NMR Evaluation 2010 DSM Programs Executive Summary Page 3

AI summary The document references an evaluation of 2010 Demand Side Management (DSM) programs, involving the Program Development Working Group (PDWG). It appears to be part of a regulatory proceeding analyzing past DSM initiatives.

Section 12
Small Business Lighting Solutions program, which fell short of its program target by 20%, or 2.8 GWh; and the New Houses program, which fell short of its program target by 66%, or 1.3 GWh. The C&I Custom program nearly achieved its program...

AI summary The 2010 DSM program evaluations highlight shortfalls in the Small Business Lighting Solutions (20% below target) and New Houses (66% below target) programs, while the C&I Custom program nearly met its goal. The Low Income Households program struggles with recruitment, BER is a new program expected to improve, and SLC may become obsolete due to future T8 lighting legislation. The 2010 building code's energy efficiency standards also influence program effectiveness.

Section 13
simply by installing a heat pump. NMR Evaluation 2010 DSM Programs Executive Summary Page 4 1.3 Program Data Tracking It is important to note that the 2010 evaluation encountered significant bottlenecks stemming from data issues in several...

AI summary The 2010 evaluation of DSM programs identified significant data tracking challenges, including inconsistent data quality and delays in generating participation reports. These issues raised concerns about Efficiency Nova Scotia's ability to scale programs effectively as savings targets increase.

Section 14
it will be critical for Efficiency Nova Scotia to take early steps to prevent such problems because they will become magnified when the new organization scales up to meet more ambitious savings goals.

AI summary Efficiency Nova Scotia must act early to prevent problems that will intensify as the organization scales to meet more ambitious energy savings targets, highlighting the importance of proactive measures in program implementation.

Section 15
1.3.1 Data Quality Issues The NMR team encountered several issues involving inconsistent, inaccurate, or missing data in 2010. These issues were experienced particularly in the SBLS, DI, and C&I Custom programs. Inconsistent and Inaccurate...

AI summary The NMR team identified data quality issues in 2010 within SBLS, DI, and C&I Custom programs, including human errors and discrepancies between recorded and actual installations. Corrective actions were taken, and the need for spot audits in DSM programs was highlighted to prevent similar errors.

Section 19
oncurrent with this evaluation. NMR Evaluation 2010 DSM Programs Executive Summary Page 6 The DSM Administrator should examine their data tracking processes and procedures for each program and consider the following recommendations regardi...

AI summary The evaluation recommends improving data tracking protocols for DSM programs, including standardizing data entry, automating reports, enhancing audit processes for specific programs, and ensuring systems capture historical billing data to support program evaluation and management.

Section 21
e programs will reach the limits of their value for securing energy savings over the course of 2011 and 4 http://oee.nrcan-rncan.gc.ca/regulations/bulletin/general-service-lamps-dec08.cfm?attr=4 NMR Evaluation 2010 DSM Programs Executive S...

AI summary DSM programs are nearing the end of their value for securing energy savings by 2011-2012. The DSM Administrator has diversified with new programs and pilots (2009-2010) but has not identified a strong replacement for the EP-DI or EP-PD programs.

Section 22
everal new programs and launching of pilot projects in 2009 and 2010. However, the DSM Administrator has as yet been unable to identify another strong performer to replace the EP-DI or EP-PD programs. Table 1-2: Program Performance as Perc...

AI summary The text evaluates the performance of demand-side management (DSM) programs from 2008-2010, noting declining contributions from EP-DI and EP-PD programs, while highlighting the need for new programs to replace them. The DSM Administrator has yet to identify suitable replacements.

Section 23
<1 <1 1 5 1 3 BER 1 <1 <1 <1 In summary, the portfolio has relied heavily on deriving savings from the commercial sector and, until now, the DSM Administrator has not been able to establish a solid foothold in the residential sector, aside...

AI summary The DSM Administrator faces challenges in achieving residential energy savings goals due to reliance on commercial sector savings and diminishing returns from legacy programs. Efficiency Nova Scotia, as a new organization, must expand residential programs like EEH and ARR while navigating growth challenges and stakeholder relationship-building.

Section 24
n of implementing electric DSM programs in the province, Efficiency Nova Scotia has an opportunity to create relationships anew, not only with customers, but with stakeholders and interest groups.6 5 The Appliance Retirement and Replacemen...

AI summary Efficiency Nova Scotia aims to rebuild stakeholder relationships post-DSM program transitions. The 2010 DSM program evaluation focused on documenting objectives, estimating energy savings, and identifying performance improvements. The Appliance Retirement and Replacement program differed from other efficiency initiatives. Evaluations used surveys, on-site data, and net-to-gross ratios to account for free ridership.

Section 26
and Appliance Retirement & Replacement), NMR evaluated a total of 11 programs. Five of these eleven programs showed relatively low levels of free ridership— Efficient Products –Retail: CFLs, LIH, C&I 7 Free ridership and spillover were not...

AI summary NMR evaluated 11 DSM programs in 2010, finding five with low free ridership. The LIH program lacked free ridership/spillover data, while the SLC program had over 5,000 completed projects. Verification calls were made to refine savings estimates.

Section 27
athered over the phone. NMR Evaluation 2010 DSM Programs Executive Summary Page 9

AI summary The text references an evaluation of 2010 Demand Side Management (DSM) programs, with a focus on the Nova Scotia Utility and Review Board (NMR). The document appears to be part of a regulatory proceeding analyzing program effectiveness and compliance.

Section 28
Custom, SBLS, and SLC.10 Low levels of free ridership indicate that the DSM programs have been effective in attracting customers who would not have taken actions without the influence of the DSM Administrator programs. Programs that had re...

AI summary The text discusses free ridership in DSM programs, noting low levels indicate effectiveness in attracting non-self-motivated customers. High free-ridership is observed in Efficient Products –Retail, New Houses, and Business Energy Rebates programs due to products typically purchased regardless of incentives. The New Houses program's building code did not set significant stretch goals beyond baseline efficiency standards.

Section 31
iew with a Delivery Agents, eight interviews with Contractors, and four in-depth interviews with program participants. A summary of the interviews completed for each program is presented in Table 2-2. Table 2-2: 2010 Process Evaluation In-...

AI summary The 2010 DSM program evaluation involved 12 staff interviews, 15 delivery agent interviews, 8 contractor interviews, and 4 participant interviews across programs like C&I Custom, SBLS, DI, and LIH, with results summarized in Table 2-2. The evaluation focused on stakeholder perspectives and program implementation details.

Section 32
12 15 8 4 NMR Evaluation 2010 DSM Programs Executive Summary Page 11 2.3.2 Telephone Surveys NMR completed a total of 548 interviews with 2010 program participants and 70 interviews with non- participants (Table 2-3). Although the content...

AI summary NMR conducted telephone surveys with 548 DSM program participants and 70 non-participants in 2010-2011 to evaluate program effectiveness, including satisfaction, installed measures, free-ridership, and spillover effects. Surveys were administered by Interviewing Service of America via CATI, with RDD samples for some programs and DSM Administrator-provided contact data for others.

Section 34
for the non-participant survey. NMR Evaluation 2010 DSM Programs Executive Summary Page 12 3 Individual Program Performance Based on the evaluation activities described above, it is the opinion of the NMR team, that the portfolio of progra...

AI summary The NMR evaluated 2010 DSM programs, finding them generally well-run and efficient. To meet 2011 energy savings goals, the DSM Administrator must increase participation rates, enhance savings per participant, and introduce new programs as existing ones reach their life cycles.

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3.1 C&I Custom Program (C&I) The C&I Custom program is a well run program with a well-documented and detailed data tracking process, rigorous policies and procedures to screen out free-riders, and a rigorous monitoring and verification (M&...

AI summary The C&I Custom program demonstrated strong energy savings in 2010 but missed demand targets. NMR recommends adapting incentives to include demand response. Program success was driven by expanded outreach via Sales Leads, though long implementation timelines may delay impact realization. The program's rigorous M&V and free-rider screening were noted as strengths.

Section 37
each and marketing will become correspondingly more important to achieving those goals. The DSM Administrator should continue to work with the Sales Leads as well as encourage contractors to promote the program to their customers. 12 Portf...

AI summary The 2010 Business Energy Rebates (BER) program targeted C&I customers, with 13 participants receiving incentives. While satisfaction was high, stakeholders recommended improving incentive structures and increasing energy savings. The DSM Administrator is urged to collaborate with contractors and stakeholders to enhance program effectiveness and achieve portfolio energy savings goals.

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nly source of concern about the program expressed by some participants. In addition, the DSM Administrator should work with participants to help secure additional energy savings from their businesses. 3.2.2 Smart Lighting Choices (SLC) For...

AI summary The text highlights concerns about the program from some participants and recommends the DSM Administrator collaborate with them to secure additional energy savings. It also notes that the 2010 SLC program focused solely on impact measurement due to its impending termination following T8 lighting legislation.

Section 40
will become increasingly important for the DSM Administrator to monitor the performance of Delivery Agents in order to achieve 2011 targets and to ensure continued high levels of customer service. NMR Evaluation 2010 DSM Programs Executive...

AI summary The DSM Administrator must monitor Delivery Agents to meet 2011 targets and maintain service quality. The Power Down (PD) program's CFL component faces challenges due to the 2012 incandescent bulb phase-out, necessitating diversification into other efficiency measures. However, other retail products under PD are unlikely to match CFLs' energy savings contribution.

Section 41
described characteristics. Thus, it appears that it will be extremely difficult for the PD program to have these other retail products provide the level of energy savings that were derived from CFLs. 3.4.1 CFL Component CFL sales through t...

AI summary The PD program's CFL component saw increased participation and sales in 2010, but its goals were significantly reduced due to anticipated limits in value and a shift toward diversifying energy savings. The fixtures and controls component faces challenges as many sales would occur regardless of the program, suggesting a need to focus on new construction and major renovations.

Section 42
ased only if needed. The PD program should consider focusing instead on new construction and major renovation projects for promoting fixtures and controls such as programmable thermostats and dimmers. 3.4.3 Appliance Rebates Component As w...

AI summary The PD program should focus on new construction and major renovations for energy-efficient fixtures and controls. Appliance rebate programs may need to target higher efficiency levels to reduce free-ridership, with recommendations to rebate Tier 3 appliances and offer packaged rebates for multiple energy-efficient purchases.

Section 43
service-lamps-dec08.cfm?attr=4 NMR Evaluation 2010 DSM Programs Executive Summary Page 15 3.5 Efficient Products – Direct Install Program (DI) The DI program continues to perform strongly and customers continue to be happy with the program...

AI summary The DI program's performance remains strong, with customer satisfaction. However, increasing self-installation of CFLs may lead to higher free-ridership. The program may need revised incentives and design, such as requiring customer co-payments for energy efficiency measures.

Section 44
One possible approach might be to require customers to pay for a portion of the cost for the energy efficiency measures offered by the program and to continue to offer installation services for free. 3.6 EnerGuide for Existing Houses Progr...

AI summary The EnerGuide for Existing Houses (EEH) program faced challenges due to the withdrawal of federal rebates by NRCan and the transition of administration from Nova Scotia Power to Efficiency Nova Scotia Corporation, leading to staff layoffs and uncertainty about the program's future. Despite these issues, the program exceeded its energy savings goals, and there is a need to rebuild trust with Delivery Agents and re-establish the program's infrastructure.

Section 45
he DSM Administrator work to overcome these barriers as a cursory review of statistics from NRCan suggest that there are substantial opportunities for an existing home retrofit program such as EEH. NMR Evaluation 2010 DSM Programs Executiv...

AI summary The 2010 New Houses (NH) program had limited influence on energy efficiency due to the 2010 Nova Scotia building code raising energy efficiency standards. Participation was largely driven by heat pump incentives, and the program had high levels of free-ridership among builders and homeowners.

Section 46
omeowners. Thus, at first glance the NH program may have been mostly a heat pump program. That said, survey respondents reported strong interest in energy efficiency and satisfaction with the program. 3.8 Appliance Retirement and Replaceme...

AI summary The text discusses the NH program's initial focus on heat pumps and high interest in energy efficiency. It highlights the success of the Appliance Retirement Program (ARR) pilot, despite high free ridership, and the need for future programs to address issues such as free rider screening, incentive structures, and communication planning.

Section 47
gn of any future program needs to address a number of issues including screening free riders, revising incentive structures, timing of promotions, and careful attention to planning and communications. 3.8.2 Appliance Replacement The replac...

AI summary The ARR program's replacement component faced challenges in reaching the multi-family market due to limited resources and the pilot nature of the program. NMR recommends continuing the program to establish a foothold in this sector and build relationships for future initiatives.

Section 48
family sector. Pursuant to developing NMR Evaluation 2010 DSM Programs Executive Summary Page 17 program offerings for the multi-family sector, the DSM Administrator should seek to gain a better understanding of this market in Nova Scotia....

AI summary The evaluation of the 2010 DSM Programs highlights the need for better understanding of the multi-family sector and the importance of addressing split incentives as barriers to energy efficiency. The LIH program is delivered through REAP Delivery Agents and Energy Advisors, with positive participant feedback on comfort and energy bill reductions, though opportunities for improvement in program design and communication were identified.

Section 49
NMR Evaluation of 2010 DSM Programs Executive Summary Page 18

AI summary The document evaluates the 2010 Demand Side Management (DSM) programs, focusing on their effectiveness and impact.

Section 50
4 Key Findings and Recommendations This section provides a summary of the key findings and recommendations for each of the programs. Table 4-1 presents summary findings and recommendations organized by program as well as comparative findin...

AI summary The C&I Custom program includes checks to ensure funding is provided before project implementation. Free-ridership levels were low but increasing between 2008 and 2010. NMR is not currently concerned but suggests monitoring and adjusting screening procedures if free-ridership continues to rise.

Section 52
or sites in the 2010 sample. Since these errors varied, the tracking system deficiencies were not systemic but the result of errors or inconsistencies in data entry. NMR Evaluation of 2010 DSM Programs Executive Summary Page 19

AI summary The evaluation of the 2010 DSM programs identifies tracking system deficiencies that were not systemic but resulted from errors or inconsistencies in data entry.

Section 53
NMR Evaluation of 2010 DSM Programs Executive Summary Page 19

AI summary The document provides an evaluation of the 2010 Demand Side Management (DSM) programs, focusing on their effectiveness and outcomes.

Section 54
Program Finding Recommendation Commercial C&I-F4. C&I-R4. and In contrast to 2008 and 2009, relatively few 2010 respondents Conduct training sessions with energy efficiency contractors and Industrial reported that they had first heard of t...

AI summary The C&I Custom program saw limited awareness from contractors in 2010, but external parties were primarily responsible for specifying energy efficiency measures. Marketing efforts like adding a Sales Lead and print advertising increased participation. Contractors and design professionals are recommended as key outreach channels for future program promotion.

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ents (85%) reported that someone outside their organizations was most responsible for specifying the measures that were installed through the C&I Custom program— design professionals (46%) and contractors (23%) were cited most often. C&I-F...

AI summary The 2010 DSM programs saw that 77% of C&I customers participated primarily due to financial benefits such as energy savings, while 31% reported varied and customer-specific barriers. Design professionals and contractors were most responsible for specifying measures installed through the C&I Custom program.

Section 56
NMR Evaluation of 2010 DSM Programs Executive Summary Page 20 Program Finding Recommendation Commercial C&I-F8. C&I-R8. and In 2008 and 2009, the vast majority of respondents were satisfied The DSM Administrator should review their custome...

AI summary The evaluation of the 2010 Commercial and Industrial Custom DSM Program shows high satisfaction in 2008 and 2009 but lower satisfaction in 2010, particularly with communication and available consultants. The DSM Administrator is recommended to improve customer service processes.

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Program Finding Recommendation Small SBLS-F1. SBLS-R1. Business In 2010, the SBLS program formally added a Recycling Contractor The SBLS program should continue to require that all materials Lighting responsible for collecting and recyclin...

AI summary The SBLS program improved its recycling process in 2010 by adding a Recycling Contractor to handle lamp and ballast collection. Despite this, recruitment still relied heavily on word-of-mouth and contractors. The recommendation is to provide trade allies with business cards to help recruit more participants.

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ility may be to provide them with SBLS survey were asked how they had first become aware of the SBLS business cards that contain the contact information for the Delivery program, more than one-half (55%) cited word of mouth (23%) or Agent...

AI summary The evaluation of the 2010 DSM programs indicates that word of mouth and trade allies were the primary sources of awareness for the SBLS program, with 55% of respondents citing these methods.

Section 60
NMR Evaluation of 2010 DSM Programs Executive Summary Page 21

AI summary The document provides an evaluation of the 2010 Demand Side Management (DSM) programs. It discusses the effectiveness and outcomes of these programs in terms of energy efficiency and conservation efforts.

Section 61
Program Finding Recommendation Small SBLS-F3. SBLS-R3. The DSM Administrator should continue to promote the Business Customers were motivated to participate in the program primarily to financial benefit of program participation to small bu...

AI summary The SBLS program found that small business customers were motivated by energy cost savings. However, there were ongoing issues with materials delivery, leading to late or incorrect deliveries. The DSM Administrator is recommended to monitor the alternative program design and ensure high customer service.

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as unclear. Despite this, the DSM Administrator has implemented an alternative program design that would eliminate issues in the future. Under this alternate program design, instead of Delivery Agents using a sole source Materials Vendor s...

AI summary The DSM Administrator has implemented an alternative program design to eliminate future issues by allowing Delivery Agents to source their own lighting materials and select vendors competitively. Some respondents identified barriers to implementing additional energy efficiency measures, including lack of recommended measures, financing, information, and time. Spillover effects among participants were relatively low.

Section 63
NMR Evaluation of 2010 DSM Programs Executive Summary Page 22

AI summary The document provides an evaluation of the 2010 Demand Side Management (DSM) programs, focusing on their effectiveness and outcomes.

Section 64
Program Finding Recommendation Small SBLS-F6. SBLS-R6. Business About one-half of the 2010 respondents (54%) said they had The SBLS program is a crucial source of information, assistance and Lighting purchased some type of energy efficient...

AI summary The SBLS program has been effective in encouraging small businesses to purchase energy-efficient lighting products, with a majority of participants purchasing CFLs or LED exit lights prior to joining. However, the program's influence on participants taking additional energy efficiency actions after participation was limited, with only 29% reporting such actions.

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respondents (29%) reported that participation in the SBLS program actions after participating in the SBLS program. The DSM had influenced them to take additional actions on their own. When Administrator should consider expanding program of...

AI summary The evaluation of the 2010 DSM programs found that 29% of respondents attributed additional energy efficiency actions to participation in the SBLS program. However, 49% of respondents indicated they were unaware of additional measures, highlighting a need for expanded program offerings to better inform small businesses about energy efficiency opportunities.

Section 66
NMR Evaluation of 2010 DSM Programs Executive Summary Page 23

AI summary This document provides an evaluation of the 2010 Demand Side Management (DSM) programs. It outlines key findings and assessments related to the effectiveness and impact of these programs.

Section 67
Program Finding Recommendation Efficient DI-F1. DI-R1. Lighting While around one out of four respondents in 2008, 2009 and 2010 The DSM Administrator should consider using email to contact Products (23%, 25% and 27%) reported having first...

AI summary The DI program's effectiveness in notifying customers increased significantly through email, with 21% of 2010 respondents learning about it via email, compared to 1% in 2008. Most participants were motivated by financial benefits, as the program offered free energy-efficient measures. The majority of participants had not previously engaged in DSM Administrator-run energy programs.

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2010 respondents (97%) Since the majority of DI program participants have not participated reported no prior participation in DSM Administrator run energy in an energy efficiency program before, it is crucial that the DI efficiency program...

AI summary The 2010 DSM programs saw high participation, with 97% of DI program participants reporting no prior involvement in energy efficiency initiatives. Ensuring the DI program delivers positive outcomes is critical to encourage future participation in other programs. The DSM administrator is advised to provide participants with updates on their energy and cost savings via email.

Section 69
NMR Evaluation of 2010 DSM Programs Executive Summary Page 24

AI summary The document provides an evaluation of the 2010 Demand Side Management (DSM) programs, focusing on their effectiveness and outcomes.

Section 70
Program Finding Recommendation Efficient DI-F4. DI-R4. Lighting In 2010, respondents cited lack of time as the number one barrier to At the time of participant contact, provide additional information or Products pursuing additional energy...

AI summary The text discusses barriers to energy efficiency implementation, citing lack of time and limited financing as key issues. It also suggests providing more information and adjusting incentive levels for CFLs as potential solutions. The findings are from a program evaluation related to direct installation and small business lighting solutions.

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DI-R6. Nearly seven out of ten 2010 respondents (69%) reported that they Consider adjusting incentive levels for CFLs. This may, for example, were aware of the benefits of CFLs; about two out of five (44%) include free installation service...

AI summary The 2010 DSM program evaluation indicates that 69% of respondents were aware of the benefits of CFLs, while 44% were aware of LED exit lights. Over 60% had CFLs installed in their businesses prior to the program, with 45% having 25% or more of their screw-based sockets filled with CFLs. Adjustments to incentive levels for CFLs, including free installation and negotiated pricing, are suggested.

Section 72
NMR Evaluation of 2010 DSM Programs Executive Summary Page 25

AI summary The document provides an evaluation of the 2010 Demand Side Management (DSM) programs, focusing on their effectiveness and outcomes.

Section 73
Program Finding Recommendation Efficient DI-F7. DI-R7. Lighting According to self-reported data, even after participating in the DI The DSM Administrator should make an effort to install CFLs in all Products program, there is significant p...

AI summary The Direct Installation (DI) program for efficient lighting products has shown potential for improvement. Despite participation, many respondents reported that not all screw-based sockets had CFLs installed, and awareness of LED exit lights remained low. Recommendations include promoting LED exit lights and ensuring full installation of CFLs during initial visits.

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actually installed additional LEDs after participating in the DI program. DI-F9. DI-R9. According to self-reported data, even after participating in the DI The DSM Administrator should make an effort to install LEDs in all program there re...

AI summary The evaluation of the 2010 DSM programs indicates that while many participants installed LEDs after joining the DI program, there remains significant potential for further installation. Most participants expressed high satisfaction with the program.

Section 75
NMR Evaluation of 2010 DSM Programs Executive Summary Page 26

AI summary This document provides an evaluation of the 2010 Demand Side Management (DSM) programs. It outlines key findings and assessments related to the effectiveness and outcomes of these programs.

Section 78
NMR Evaluation of 2010 DSM Programs Executive Summary Page 27

AI summary The document evaluates the 2010 Demand Side Management (DSM) programs. It provides an executive summary of the evaluation, highlighting key findings and performance metrics of the programs.

Section 81
NMR Evaluation of 2010 DSM Programs Executive Summary Page 28 Program Finding Recommendation Business BER-F7. BER-R7. Energy All of the respondents said that managing and reducing energy costs BER participants appear to be a group of custo...

AI summary The evaluation of the 2010 Business Energy Rebate (BER) program found that participants valued managing energy costs but had not engaged in prior DSM rebate programs. The recommendation suggests that the DSM Administrator should assist participants in identifying additional energy efficiency projects after they complete the BER program.

Section 85
NMR Evaluation of 2010 DSM Programs Executive Summary Page 29

AI summary This document provides an evaluation of the 2010 Demand Side Management (DSM) programs, focusing on their effectiveness and outcomes.

Section 89
NMR Evaluation of 2010 DSM Programs Executive Summary Page 30

AI summary The document provides an evaluation of the 2010 Demand Side Management (DSM) programs, focusing on their effectiveness and outcomes.

Section 93
NMR Evaluation of 2010 DSM Programs Executive Summary Page 31 Program Finding Recommendation New NH-F16. NH-R16. Houses Some builders and homeowners were participating in the program Consider revising the program objectives and components...

AI summary The evaluation of the 2010 DSM programs highlights that some participants in the New Houses Program received rebates for pre-planned energy efficiency measures. Builders and homeowners benefited from rebate transfers, but builders were not incentivized sufficiently, leading to delays in program administration.

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Program Finding Recommendation EnerGuide EEH-F1. EEH-R1. Existing When approaching program design the DSM Administrator should In the near term, the DSM Administrator should consider the Houses keep in mind that the Delivery Agents have ha...

AI summary The document discusses challenges in the EnerGuide Existing Houses Program, noting staff reductions at Delivery Agents and the need for a ramp-up period for future programs. It also highlights the importance of federal funding, which has been withdrawn by NRCan, and recommends a market potential study if no federal funds are available.

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ble in helping convince Delivery Agents about the market opportunity and the value of working with the program. NMR Evaluation of 2010 DSM Programs Executive Summary Page 32

AI summary The document discusses the evaluation of 2010 Demand Side Management (DSM) programs, focusing on their effectiveness in convincing Delivery Agents of the market opportunity and value of working with the program.

Section 97
NMR Evaluation of 2010 DSM Programs Executive Summary Page 32

AI summary The document provides an evaluation of the 2010 Demand Side Management (DSM) programs, focusing on their effectiveness and outcomes.

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Program Finding Recommendation EnerGuide EEH-F3. EEH-R3. Existing The program changes caused a lot of misunderstanding among The DSM Administrator will need to work to regain the trust and Delivery Agents who were frustrated with the chang...

AI summary The EnerGuide Existing Houses Program faced challenges due to changes causing confusion among Delivery Agents. These changes led to frustration and a lack of engagement until they were resolved. The DSM Administrator is advised to rebuild trust and ensure future programs have agreements with NRCan for easier data sharing and waiver forms for participants.

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participants to sign during the initial audit and the final audit. This form would allow the DSM Administrator access to customer contact information which would aid in program evaluations. EEH-F5. EEH-R5. The 2009 evaluation had found tha...

AI summary The EEH program places the burden of contractor selection on customers and lacks contractor training. The 2009 evaluation recommended pre-approved and certified contractors to improve program effectiveness and customer choice.

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readily available list of qualified contractors to from which they can make their choice.14 14 To protect the DSM Administrator from any liability issues, the list can include an appropriate disclaimer stating that it makes no representati...

AI summary The document discusses the need for a list of qualified contractors for Demand Side Management (DSM) programs, emphasizing the importance of disclaimers to protect the DSM Administrator from liability. It also references the Evaluation of 2010 DSM Programs Executive Summary.

Section 101
NMR Evaluation of 2010 DSM Programs Executive Summary Page 33

AI summary This document provides an evaluation of the 2010 DSM (Demand Side Management) programs, focusing on their effectiveness and outcomes.

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Program Finding Recommendation EnerGuide EEH-F6. EEH-R6. Existing The EEH program has both resource acquisition and market In order to achieve its market transformation goals, any future transformation goals. A pool of well trained contrac...

AI summary The EEH program aims to achieve market transformation goals through contractor training. Proper training ensures correct installation of energy efficiency measures and increases the likelihood of contractors recommending energy-efficient products. The withdrawal of federal rebates in 2010 and the transition of DSM program administration are also discussed.

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lish credibility with the public. The DSM Administrator administration of DSM programs from NSPI to Efficiency Nova would need to lead the appropriate marketing and outreach Scotia Corporation. This led to a widespread misperception among...

AI summary The transition of DSM program administration from NSPI to Efficiency Nova Scotia Corporation led to public confusion and a misperception that the program had ended. Delivery agents lacked sufficient resources for marketing, and participants primarily learned about the program through word-of-mouth, with limited use of traditional marketing channels.

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gh the Internet (14%) and the newspaper (10%). EEH-F9. EEH-R9. Nearly one in three respondents reported that prior to the first audit, The new program should also seek to increase awareness they had contacted a contractor about the electri...

AI summary The evaluation of the 2010 DSM programs indicates that a significant portion of respondents had already considered energy-efficient upgrades prior to home evaluations. Awareness and outreach through trade allies, such as contractors and hardware stores, are highlighted as important for increasing program participation.

Section 105
NMR Evaluation of 2010 DSM Programs Executive Summary Page 34

AI summary The document provides an evaluation of the 2010 Demand Side Management (DSM) programs. It focuses on assessing the effectiveness and outcomes of these programs in achieving energy efficiency and conservation goals.

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ductless mini split heat pumps, and electric water heater tank insulation. NMR Evaluation of 2010 DSM Programs Executive Summary Page 35

AI summary The document provides an evaluation of 2010 Demand Side Management (DSM) programs. It includes an executive summary and mentions the Nova Scotia Utility and Review Board (NMR).

Section 109
NMR Evaluation of 2010 DSM Programs Executive Summary Page 35

AI summary The document is an evaluation of the 2010 Demand Side Management (DSM) programs, focusing on their performance and outcomes. It is part of a regulatory proceeding related to energy efficiency and customer programs.

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point system, not through prescriptive savings estimates. EEH-F15. EEH-R15. There are different savings estimates for every prescriptive measure The new program should consider coordinating with any new that is sponsored by the existing an...

AI summary The document discusses the variability in prescriptive savings estimates for energy efficiency measures in existing and new houses programs, highlighting differences in savings estimates for various measures. It also notes the need for clarity in how savings estimates are developed and the assumptions used in the tracking database.

Section 112
NMR Evaluation of 2010 DSM Programs Executive Summary Page 36

AI summary The document provides an evaluation of the 2010 Demand Side Management (DSM) programs, focusing on their effectiveness and outcomes. It highlights key findings and considerations related to energy efficiency initiatives and their impact on electricity consumption.

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areas through increased efficiencies of time and travel expenses. LIH-F3. LIH-R3. One in three respondents (34%) to the participant survey reported first Consider increasing targeted media advertising of the program. learning about REAP fr...

AI summary The evaluation of the 2010 DSM programs highlights that outreach activities, such as letters and direct telephone contact, were the primary means by which participants learned about the program. However, customer awareness was low, and there is a recommendation to increase targeted media advertising to improve recruitment and awareness.

Section 115
NMR Evaluation of 2010 DSM Programs Executive Summary Page 37

AI summary The document presents an evaluation of the 2010 Demand Side Management (DSM) programs. It provides an overview of the programs' performance and their impact on energy efficiency and customer participation.

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respondents noticed fewer drafts (80%) and consistent temperatures throughout the house (79%). LIH-F7. LIH-R7. Nearly all of the respondents (97%) also reported that they would As an additional participant recruiting mechanism, the program...

AI summary The evaluation of the 2010 DSM programs indicates high satisfaction among participants, with most reporting consistent temperatures and recommending the program to others. The DSM Administrator collaborated effectively with SNSMR to identify eligible households for the Heating Assistance Rebate Program, which was found to be efficient and cost-effective.

Section 118
NMR Evaluation of 2010 DSM Programs Executive Summary Page 38

AI summary The document provides an evaluation of the 2010 Demand Side Management (DSM) programs, focusing on their effectiveness and outcomes.

Section 120
e when in fact they were not. LIH-F11. LIH-R11. Participants who apply to the program through the Outreach Agents are Reduce time from participant recruitment to first contact. The sent a letter informing them that they will receive a welc...

AI summary The document highlights delays in the outreach process for a program, with participants reporting delays of five to six months from application to first contact, despite goals of four to six weeks. The outreach agents also reported process inefficiencies.

Section 121
NMR Evaluation of 2010 DSM Programs Executive Summary Page 39

AI summary The document provides an evaluation of the 2010 Demand Side Management (DSM) programs, focusing on their implementation and effectiveness.

Section 122
Program Finding Recommendation Low LIH-F12. LIH-R12. Income The LIH the program is not consistently referred to by the same name The DSM Administrator should establish a single name for the Households throughout the program delivery proces...

AI summary The Low Income Households (LIH) program faces challenges with inconsistent naming, leading to customer confusion. The program was referred to as both 'Nova Scotia Low Income Households' and 'REAP,' causing misunderstandings. Additionally, the reduction in Delivery Agents from four to three in 2010 raised concerns about adequate program delivery.

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re sufficient unsuccessful in the bidding process was taken over by two of the three to carry out the program as designed. Delivery Agents. LIH-F14. LIH-R14. The Delivery Agents reported that the protocol for replacing The DSM Administrato...

AI summary The text discusses challenges with the delivery of a program involving refrigerator and freezer replacements, noting burdensome protocols and the need for updated guidelines. It also mentions the potential separation of Scope I and Scope II audits to improve cost effectiveness and the importance of involving Delivery Agents in decision-making.

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ivery Agents would perspective. Include the Delivery Agents in the determinations identify and record the homes with the greatest potential energy regarding making such a change. savings from Scope I measures. NMR Evaluation of 2010 DSM Pr...

AI summary The text discusses the inclusion of Delivery Agents in determining homes with the greatest potential energy savings from Scope I measures, emphasizing their role in identifying and recording these homes.

Section 125
NMR Evaluation of 2010 DSM Programs Executive Summary Page 40

AI summary The document provides an evaluation of the 2010 Demand Side Management (DSM) programs. It outlines key findings and considerations related to the effectiveness and impact of these programs.

Section 127
LIH-R18. The communication lines stayed open between the Outreach Agent and Integrate Outreach and Delivery Agents as full partners in program the participants they recruited, but not between the participants and delivery. Establish a feed...

AI summary The communication between Outreach Agents and CNS was limited, leading to unresolved participant concerns and delays in application updates. Outreach Agents passed on issues but received no resolution, and participants relied on them for information they could not access. The DSM Administrator received inconsistent data formats and used a spreadsheet for tracking program participation.

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in varying formats. Furthermore, the DSM Administrator also used a can also be accessed by Delivery Agents. spreadsheet to maintain and track program participation records. NMR Evaluation of 2010 DSM Programs Executive Summary Page 41

AI summary The document discusses the administration of DSM programs, noting that participation records are maintained in varying formats and accessible to Delivery Agents via a spreadsheet. The NMR is referenced in the context of the evaluation of 2010 DSM programs.

Section 129
NMR Evaluation of 2010 DSM Programs Executive Summary Page 41

AI summary The document provides an evaluation of the 2010 Demand Side Management (DSM) programs, focusing on their effectiveness and outcomes.

Section 131
consumers on continued energy efficient information from the energy audit, there was a change in their behavior practices offers a payback in energy savings long after a customer with regard to their use of energy at home: 51% now turn off...

AI summary The program has achieved high overall satisfaction (90%) with participants reporting increased energy efficiency interest and knowledge. However, satisfaction with specific aspects like energy conservation measures, presentations, and work quality declined between 2009 and 2010. The top recommendation for improvement is enhancing the quality of work.

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one out of four respondents (24%) offered a recommendation to improve the program, the top recommendation offered by respondents was to improve the quality of work (5%). NMR Evaluation of 2010 DSM Programs Executive Summary Page 42

AI summary One out of four respondents (24%) recommended improving the program, with the top recommendation being to improve the quality of work (5%).

Section 133
NMR Evaluation of 2010 DSM Programs Executive Summary Page 42

AI summary The document is an evaluation of the 2010 Demand Side Management (DSM) programs. It provides an executive summary of the assessment, focusing on the effectiveness and outcomes of these programs.

Section 134
Program Findings Recommendations Efficient PD:CFL-F1. PD:CFL-R1. Products – With the approaching phase-out of incandescent bulbs in 2012, the PD The DSM Administrator should start paring back on incentives for Retail program will need to d...

AI summary The Efficient Products – Retail Program (Power Down - CFLs) found that the phase-out of incandescent bulbs in 2012 necessitated a reduction in rebates for regular CFLs. The program fell short of its 2010 goal of 30% specialty CFL sales. Recommendations include increasing incentives for specialty CFLs and reintroducing in-store giveaway events to boost their adoption.

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as a strength of the program since they offered a good opportunity for for specialty CFLs. consumers to try specialty CFLs and triggered a call to action for consumers. In addition, program staff believed these events may have even sparked...

AI summary The program's use of events to promote specialty CFLs was seen as a strength, as it encouraged consumer engagement and potentially led to increased sales of CFLs.

Section 136
NMR Evaluation of 2010 DSM Programs Executive Summary Page 43

AI summary The document evaluates the 2010 Demand Side Management (DSM) programs. It provides an executive summary highlighting key findings and outcomes of the evaluation process.

Section 137
Program Findings Recommendations Efficient PD:CFL-F3. PD:CFL-R3. Products – A number of program and non-program factors indicate that there is The PD program should work with retailers to develop/expand Retail likely to be a substantial ne...

AI summary The document discusses the need for increased education and recycling programs for CFLs in Nova Scotia due to increased adoption and the phase-out of incandescent bulbs. Recommendations include expanding CFL recycling locations and considering an incandescent bulb bounty program.

Section 139
NMR Evaluation of 2010 DSM Programs Executive Summary Page 44

AI summary This document is an executive summary of the evaluation of 2010 Demand Side Management (DSM) programs. It provides an overview of the assessment conducted by the Nova Scotia Utility and Review Board (NMR).

Section 140
Program Findings Recommendations Efficient PD:CFL-F7. PD:CFL-R7. Products – In both 2008 and 2009, based on feedback from program staff and The DSM Administrator should build on its 2010 marketing efforts Retail retailers, NMR recommended...

AI summary The document discusses the marketing efforts of the Efficient Products – Retail Program (Power Down) in 2010, highlighting increased awareness and recall due to improved outreach strategies. It recommends continuing and building on these efforts for future success.

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PD:CFL-R8. During an on-site store visit by an NMR representative, it was difficult To the extent possible, the program should reach agreements with to tell which specific items were discounted, especially for dimmers. participating retail...

AI summary During an on-site visit, NMR found inconsistency in signage and advertising for CFL discounts, as retailers adapted product tags to their own practices. The program lacks consistency in informational content, and NMR recommends establishing minimum requirements for signage and advertising.

Section 142
NMR Evaluation of 2010 DSM Programs Executive Summary Page 45

AI summary The document provides an evaluation of the 2010 Demand Side Management (DSM) programs, focusing on their implementation and outcomes. It is part of a regulatory proceeding related to energy efficiency and customer programs.

Section 143
Program Findings Recommendations Efficient PD:F&C, APP-F1. PD:F&C, APP-R1. Products – While lighting products are often purchased in the fall, major Consider starting the program earlier in the year, to avoid Retail appliances such as refr...

AI summary The Efficient Products – Retail Program (Power Down – Fixtures, Controls & Appliance) findings indicate that major appliances are often purchased year-round, but not at the end of the year due to holiday focus. Retailers requested more advance notice for program implementation to order stock and promote the program effectively.

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supply of the rebated products, notifying the retailers early allows them to promote the program in the local media. PD:F&C, APP-F3. PD:F&C, APP-R3. Some retailers believe the program would have benefited from more The program should consi...

AI summary The evaluation of the 2010 DSM programs highlights that while the Power Down program had high name recognition, customers may not have associated it with products available in their local stores. Retailers suggested increased marketing efforts, such as advertising in local newspapers, better signage, and in-store events, to improve program effectiveness.

Section 145
NMR Evaluation of 2010 DSM Programs Executive Summary Page 46

AI summary The document is an evaluation of the 2010 Demand Side Management (DSM) programs. It provides an overview of the programs' performance and outcomes, focusing on their effectiveness and impact.

Section 148
ge of sales. supply of the rebated products, notifying the retailers early allows them to promote the program in the local media. NMR Evaluation of 2010 DSM Programs Executive Summary Page 47

AI summary The document discusses the evaluation of 2010 Demand Side Management (DSM) programs, highlighting the importance of notifying retailers early to promote the program through local media.

Section 149
NMR Evaluation of 2010 DSM Programs Executive Summary Page 47

AI summary The document provides an evaluation of the 2010 Demand Side Management (DSM) programs, focusing on their effectiveness and outcomes.

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Program Finding Recommendation Appliance ARR-F1. ARR-R1. Retirement Around four out of five respondents who retired each appliance type Appliances picked up by any future program have the potential to & Replace- (76% for refrigerators; 79%...

AI summary The Appliance Retirement Program had high free ridership (66%), but achieved its savings goals. Most respondents reported that replaced appliances were used regularly. The program should expand and improve screening to reduce free ridership and consider the energy savings implications of appliance replacements.

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The DSM Administrator should consider freezers were replaced. Approximately one-half of the respondents the implications of appliance replacements when considering the who removed a refrigerator (56%) or freezer (50%) and three-quarters co...

AI summary The Appliance Retirement Program is praised for its ease of enrollment and unique offering. Respondents found it easy to enroll, either by phone or online. The program also provides a convenient service for appliance pickup and recycling, which is not widely available elsewhere without fees.

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use or costs. However, it is important to note that the program incentive also was an important motivation cited particularly by those who retired freezers and dehumidifiers. ARR-F6. ARR-R6. The single most influential factor influencing c...

AI summary The program's removal and recycling services were the most influential factor in customer participation, while incentives had lower influence. There is a suggestion to reduce incentive amounts and consider bundling pickups with larger appliances to improve cost-effectiveness.

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NMR Evaluation of 2010 DSM Programs Executive Summary Page 49 Program Finding Recommendation Appliance ARR-F7. ARR-R7. Retirement Respondents with a secondary refrigerator or a freezer were asked When developing its incentive structure, an...

AI summary The evaluation of the 2010 DSM Appliance Retirement & Replace program found that most respondents who removed a spare refrigerator did not find it necessary, while those who removed a freezer found it necessary. Most respondents reported no drawbacks after appliance disposal.

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ARR-F8. ARR-R8. The appeal of the Appliance Retirement Program lies in the ease with Any future program design should seek to replicate these program which customers can enroll as well as the relative uniqueness of its elements that were i...

AI summary The Appliance Retirement Program is praised for its ease of enrollment and unique offering. Customers appreciated the convenience of free pickup and recycling services, which were key motivators for participation, especially for refrigerators and freezers. The program's incentives also played a significant role in encouraging participation for certain appliances.

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or costs. However, it is important to note that the program incentive also was an important motivation cited particularly by those who retired freezers and dehumidifiers. NMR Evaluation of 2010 DSM Programs Executive Summary Page 50

AI summary The evaluation of 2010 DSM programs highlights that program incentives were a significant factor in motivating participants, particularly in the retirement of freezers and dehumidifiers.

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NMR Evaluation of 2010 DSM Programs Executive Summary Page 50 Program Finding Recommendation Appliance ARR-F10. ARR-R10. Retirement The single most influential factor influencing customers‘ decision to Any future program design should cons...

AI summary The evaluation of the 2010 DSM Appliance Retirement & Replace program found that removal and recycling services were the most influential factor in customer participation. Incentives had lower influence, and there was mixed sentiment regarding the necessity of secondary appliances like refrigerators and freezers after disposal.

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moved a freezer thought it was necessary. In addition, the vast majority of respondents (91%) said they had experienced no drawbacks after having disposed of their appliance. NMR Evaluation of 2010 DSM Programs Executive Summary Page 51

AI summary The evaluation of 2010 DSM programs indicates that 91% of respondents reported no drawbacks after disposing of their appliances, suggesting the program was well-received and effective.

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NMR Evaluation of 2010 DSM Programs Executive Summary Page 51

AI summary This document provides an evaluation of the 2010 Demand Side Management (DSM) programs, focusing on their effectiveness and outcomes.

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Program Finding Recommendation Appliance ARR-F12. ARR-R12. Retirement The Appliance Retirement Program included a number of Close planning and coordination, and clear lines of internal & Replace- organizations that had to work together to...

AI summary The Appliance Retirement Program faced communication challenges among multiple organizations involved in its delivery, leading to issues such as delayed announcements and underpreparedness for the program's second phase. These problems contributed to lower participation in the second phase.

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levels in the second phase of the program. ARR-F13. ARR-R13. The appliance replacement participant interviewed said that she The combination of removal services and incentives offered by the targeted for replacement those refrigerators tha...

AI summary The text discusses participant motivations in a refrigerator replacement program, noting that incentives, removal services, and cost savings influenced participation. The participant replaced older refrigerators for various reasons, including utility bill responsibility and appliance age.

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NMR Evaluation of 2010 DSM Programs Executive Summary Page 52

AI summary The document provides an evaluation of the 2010 Demand Side Management (DSM) programs. It outlines key findings and considerations related to the effectiveness and impact of these programs.

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ntial had a limited target for the number of refrigerators to be replaced. opportunities in the multi-family sector: Program promotions consisted solely of cold calls to potential  Affordable housing property owners. This may be one the e...

AI summary The pilot program had limited success in engaging the multi-family sector due to limited outreach and a small target for refrigerator replacements. Opportunities include targeting affordable housing property owners and bundling incentives for multiple appliance replacements to overcome split incentives barriers.

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Group, Inc. 50-2 Howard Street, Somerville, MA 02144 Phone: (617) 284-6230 Fax: (617) 284-6239 www.nmrgroupinc.com Evaluation of 2010 Power Down Program

AI summary The document presents an evaluation of the 2010 Power Down Program, which aimed to reduce energy consumption through demand-side management initiatives. It likely includes an analysis of program effectiveness, participant engagement, and cost-benefit assessments.

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..8 NMR Evaluation of 2010 Power Down Program Page I

AI summary This document evaluates the 2010 Power Down Program, a demand-side management initiative aimed at reducing energy consumption through efficiency measures. It discusses the program's objectives, implementation, and outcomes.

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Executive Summary This report presents the results of the process and impact evaluations of the Efficient Products Retail program which was marketed under the name Power Down (PD). NMR Group, Inc. (NMR) conducted the evaluation. In 2010, t...

AI summary This report evaluates the Efficient Products Retail program, marketed as Power Down, which offered rebates for energy-efficient products in Nova Scotia. The evaluation was conducted by NMR Group, Inc. and divided into three components: CFLs, light fixtures and controls, and appliances. Methods included interviews and surveys with program participants and retailers.

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n-depth interviews with DSM Administrator staff and implementation contractors as well as telephone surveys with 16 store managers, including nine with chain retailers and seven with independent retailers. All the interview guides and surv...

AI summary The evaluation of the 2010 Power Down Program involved interviews and surveys to estimate energy savings, using data from previous studies and databases like CALMAC and CEE. The findings include first-year energy and demand savings estimates, accounting for line losses and interactive effects of heating.

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es washers 114.2 548 15% 17.1 82 Total Program 2,078.0 9,678 107% 2,234.8 10,361 Findings and Recommendations3 The CFL component of the PD program is faced with the upcoming phase-out of incandescent bulbs starting in January 2012.4 The fi...

AI summary The CFL component of the PD program is reaching the limits of its energy-saving value due to the phase-out of incandescent bulbs starting in 2012. The program diversified in 2010 in anticipation of this change. Free-ridership and net-to-gross ratios were estimated based on surveys and interviews, with programmable thermostats and dimmer switches excluded due to low projected energy savings.

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l Executive Summary of the evaluation of all of DSM Administrator‘s 2010 Demand Side Management programs. 4 http://oee.nrcan-rncan.gc.ca/regulations/bulletin/general-service-lamps-dec08.cfm?attr=4 NMR Evaluation of 2010 Power Down Program...

AI summary This document provides an executive summary of the evaluation of the 2010 Demand Side Management (DSM) Administrator's programs, focusing on the Power Down Program. It outlines the key findings and analysis of the program's effectiveness and impact.

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-dec08.cfm?attr=4 NMR Evaluation of 2010 Power Down Program Page III

AI summary This document evaluates the 2010 Power Down Program, focusing on its effectiveness in reducing energy consumption and achieving program goals. It discusses program design, implementation, and outcomes, providing insights into its impact on energy efficiency and customer participation.

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difficult for the PD program to have these other retail products provide anywhere near the energy savings that were derived from the CFLs. Under these circumstances, NMR believes that the PD program should consider the following steps to h...

AI summary The NMR suggests that the PD program should take steps to mitigate the impact of removing regular CFLs, such as focusing on specialty CFLs, incandescent bounty programs, rebating LEDs, and expanding consumer education. The program's limited rebate periods may have contributed to high free ridership.

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m provided rebates only in two months of the year, limiting the ability of the program to build momentum and draw in consumers other than those who had been planning to purchase the products anyway. NMR Evaluation of 2010 Power Down Progra...

AI summary The 2010 Power Down Program provided rebates only in two months of the year, which limited its ability to build momentum and attract new consumers beyond those already planning to purchase the products.

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chase the products anyway. NMR Evaluation of 2010 Power Down Program Page IV

AI summary The text refers to an evaluation of the 2010 Power Down Program, which is likely related to energy efficiency or demand-side management initiatives. However, the content is incomplete and lacks detailed discussion or analysis.

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CFL Component CFL sales through the PD program continued to increase in 2010. Notably, there was a significantly higher incidence of program participants in 2010 (31%) than in 2009 (17%). Actual sales data on program purchases revealed an...

AI summary The Power Down (PD) program saw increased CFL sales in 2010, but the goal for CFLs was significantly reduced compared to previous years. The promotion of specialty CFLs declined, and the net-to-gross ratio increased, indicating higher spillover from the program. Sales of fixtures and controls were largely driven by market demand rather than the program.

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ed in the absence of the PD program. As noted previously, this may be due to the characteristics of fixtures and controls as products that are typically purchased only if needed. The PD program should consider focusing instead on new const...

AI summary The Power Down (PD) program's effectiveness in promoting fixtures and controls may be limited due to their purchase behavior, which is typically triggered by need rather than marketing. The program is advised to focus on new construction and major renovations. High program awareness was reported despite concerns about marketing, partly due to the inclusion of new products like fixtures and controls.

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esponses. NMR Evaluation of 2010 Power Down Program Page V Appliance Rebates Component As with fixtures and controls, retailers interviewed reported that the majority of refrigerator and clothes washer sales would likely have taken place i...

AI summary The 2010 Power Down Program's appliance rebate component faced challenges with high free-ridership, suggesting a need for higher efficiency targets and packaged rebates. Retailers noted that consumer interest in appliances wanes near year-end, suggesting a year-round program may be more effective.

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sed on this, it may make sense to consider establishing a year-round program in order to encourage purchases of energy efficient appliances at the time customers are in the market.

AI summary The text suggests establishing a year-round program to encourage customers to purchase energy-efficient appliances when they are in the market.

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Findings and Recommendations for CFLs Findings Recommendations PD:CFL-F1. PD:CFL-R1. With the approaching phase-out of incandescent bulbs in 2012, the The DSM Administrator should start paring back on incentives for PD program will need to...

AI summary The PD program's 2010 performance fell short of its goal for specialty CFL sales, prompting recommendations to reduce rebates for regular CFLs and increase incentives for specialty CFLs. The discontinuation of in-store giveaway events is also noted, with a recommendation to reinstate them to boost specialty CFL adoption.

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a call to action for consumers. In addition, program staff believed these events may have even sparked additional sales of CFLs. PD:CFL-F3. PD:CFL-R3. A number of program and non-program factors indicate that there The PD program should wo...

AI summary The document highlights the need for increased education and recycling programs for CFLs in Nova Scotia due to rising usage and the 2012 phase-out of incandescent bulbs. It notes that the PD program has been effective in promoting CFL sales but stresses the importance of proper disposal and recycling.

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NMR Evaluation of 2010 Power Down Program Page VI

AI summary The document evaluates the 2010 Power Down Program, focusing on its effectiveness and outcomes. It provides an overview of the program's goals, implementation, and results, with an emphasis on energy efficiency and demand-side management.

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ge and behaviors. This can help understand and clarify the stage of the market on the diffusion curve for energy efficient lighting. PD:CFL-F7. PD:CFL-R7. In both 2008 and 2009, based on feedback from program staff and The DSM Administrato...

AI summary The 2010 Power Down program, part of the DSM initiative, increased awareness and recall significantly compared to previous years through enhanced marketing strategies such as direct mail, radio ads, and in-store signage. The program's branding was expanded to include lighting, controls, and appliances, contributing to higher engagement.

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NMR Evaluation of 2010 Power Down Program Page VII Findings and Recommendations for CFLs Findings Recommendations PD:CFL-F8. PD:CFL-R8. During an on-site store visit by an NMR representative, it was To the extent possible, the program shou...

AI summary The NMR found inconsistencies in the signage and advertising for the 2010 Power Down Program, particularly for CFLs, as retailers adapted product tags to their own practices, making it difficult for customers to identify discounted items and the ENERGY STAR logo.

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nal content of such displays. adapted the product tags and signage to their specific practices and, as a result, the program was not able to establish consistency in program signage and advertising.

AI summary The program faced challenges in establishing consistent signage and advertising due to variations in how participants adapted product tags and signage to their specific practices.

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Findings and Recommendations for Fixtures, Controls, and Appliances Findings Recommendations PD:F&C, APP-F1. PD:F&C, APP-R1. While lighting products are often purchased in the fall, major Consider starting the program earlier in the year,...

AI summary The document discusses findings and recommendations related to a program involving fixtures, controls, and appliances. Key issues include timing of program implementation, the need for advance notice to retailers, and the importance of aligning program rollout with product availability and consumer purchasing behavior.

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PD:F&C, APP-R3. Some retailers believe the program would have benefited from The program should consider increased targeted, local area more extensive marketing including: more advertising in smaller marketing and visits from program repre...

AI summary Some retailers believe the Power Down program could have benefited from more targeted, local marketing efforts, including advertising in smaller newspapers, better signage, and in-store events, despite having high name recognition across the province.

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NMR Evaluation of 2010 Power Down Program Page VIII Findings and Recommendations for Fixtures and Controls Findings Recommendations PD:F&C-F1. PD:F&C-R1. This study estimated high free ridership rates for all of the The program should cons...

AI summary The Evaluation of the 2010 Power Down Program found high free ridership rates for fixtures and controls, suggesting many rebated sales would have occurred without the program. Recommendations include dropping small products with high free-ridership rates and focusing on new construction and major renovation markets.

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adequate supply of the rebated products, notifying the retailers early allows them to promote the program in the local media. NMR Evaluation of 2010 Power Down Program Page 1 1 Program Description This section presents the program descript...

AI summary The document outlines the Power Down Program (PD) and divides its description into three components: CFLs, light fixtures and controls, and appliances. It emphasizes the importance of notifying retailers early to ensure adequate supply and promote the program locally.

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wer Down program, we have divided the program description, program theory, and logic model into three distinct program components:  CFLs;  Light fixtures and controls  Appliances 1.1 CFL: Program Description The 2010 Power Down program...

AI summary The 2010 Power Down program, administered by the implementation contractor, offered discounts on ENERGY STAR®-qualified CFLs, light fixtures, and appliances. It was promoted through various channels, including in-store signage, radio, and online platforms. The program was implemented by ten retail chains across Nova Scotia, with discounts applied automatically at the register.

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rovided on the DSM Administrator‘s and CNS‘s websites, associate training, and associate contests. Unlike in 2008 and 2009, the program did not include any in-store events or an educational component. 1.1.1 CFL: Program Theory The program...

AI summary The 2010 Power Down Program revised its program theory and logic model, focusing on both resource acquisition and market transformation for CFLs. The program aimed for complete saturation of all available sockets in Nova Scotia, with high CFL usage already observed in the province prior to the program's implementation.

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usage in the province: 80% of NMR Evaluation of 2010 Power Down Program Page 2

AI summary The document evaluates the 2010 Power Down Program, focusing on its usage in the province, with 80% of usage being highlighted as a key metric.

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ocessing required since retailers can provide one invoice for all POS rebates. The PD program provides coupons for stores where discounts cannot be automatically rung up at the cash register.  Customer education and outreach. The PD progr...

AI summary The PD program provides coupons for energy-efficient products, collaborates with retailers for marketing, and relies on customer education and outreach to increase awareness and promote the purchase of CFLs. The program assumes that retailer outreach, marketing materials, and discounts will drive increased sales and installations.

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ency Study. Submitted, November 2007 NMR Evaluation of 2010 Power Down Program Page 3

AI summary The document presents an evaluation of the 2010 Power Down Program, submitted to the Nova Scotia Utility Board (NMR) in November 2007. It provides an analysis of the program's effectiveness and outcomes.

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 Installation. The CFLs purchased through the program will be installed in residential homes in Nova Scotia.  Availability of CFLs. The above strategy and projections for uptake are based on retailers having sufficient CFL bulbs availabl...

AI summary The program aims to install CFLs in residential homes in Nova Scotia, relying on retailer participation and customer awareness. Barriers include saturation of CFLs, lack of retailer interest, and potential free-ridership. Short-term outcomes include discounted CFLs, customer awareness, and energy savings through installation.

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programs and promote energy efficiency. NMR Evaluation of 2010 Power Down Program Page 4 Long-Term Outcomes  Improved availability of energy efficient equipment. Increased understanding of the benefits of energy efficiency and the sustain...

AI summary The document outlines the long-term outcomes of the 2010 Power Down Program, focusing on improved availability of energy-efficient equipment, residential adoption of energy-efficient practices, and sustained energy savings in the residential market.

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1-1: Power Down CFLs Logic Model NMR Evaluation of 2010 Power Down Program Page 1 1.2 F&C: Program Description The Light Fixtures and Controls (F&C) portions of the 2010 Nova Scotia Power Down (PD) program began on October 1st 2010 and ran...

AI summary The 2010 Power Down Program's Light Fixtures and Controls (F&C) portion aimed to achieve annual energy savings of 1,163,744 kWh by promoting energy-efficient products. The program exceeded its projections, with rebate sales significantly higher than expected across various products such as ENERGY STAR indoor light fixtures and programmable thermostats.

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1.2.1 F&C: Program Theory The program logic model and program theory for the PD program was revised for 2010. The program theory and logic model for the F&C components are included below. Program Background The F&C component of the PD prog...

AI summary The F&C component of the PD program aims to install energy-efficient fixtures and controls in every home in Nova Scotia. The program works with retailers to offer discounts and educational materials to promote energy efficiency. It also provides training to sales personnel and offers point-of-sale discounts to reduce the cost of energy-efficient products.

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rs throughout Nova Scotia. Buying down the cost of fixtures and controls at POS has the advantage of making it easier for customers to receive their incentives and reduces the amount of processing required since retailers can provide one i...

AI summary The document discusses the 2010 Power Down Program, highlighting the benefits of buying down the cost of fixtures and controls at the point of sale (POS) to make it easier for customers to receive incentives and reduce processing requirements. The Program Administrator (PD) provides coupons for stores where discounts cannot be automatically applied at the cash register.

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y rung up at the cash register. NMR Evaluation of 2010 Power Down Program Page 2

AI summary The document begins with a typographical error and then references the Nova Scotia Utility Board (NMR) and the Evaluation of the 2010 Power Down Program. It appears to be part of a regulatory proceeding related to energy efficiency programs.

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 Customer education and outreach. The PD program designs and distributes marketing materials to increase awareness among residential customers. Marketing efforts include radio, print, in-store signage, mail drop and the Internet.  Collab...

AI summary The PD program focuses on customer education and outreach through various marketing channels and collaborative efforts with retailers. It assumes that retailer participation and effective marketing will lead to increased sales of energy-efficient fixtures. Barriers include low awareness and retailer engagement.

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lack of interest in or knowledge of the program could lead to poor participation by retailers and poor sales of qualified fixtures and controls. Short-Term Outcomes  Discounted fixtures and controls available at participating retailers. A...

AI summary The evaluation discusses the short-term outcomes of the 2010 Power Down Program, focusing on retailer participation, customer awareness, fixture purchases, and resulting energy savings. Key factors include outreach efforts, in-store promotions, and customer education.

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fixtures and controls in their homes. NMR Evaluation of 2010 Power Down Program Page 3 Mid-Term Outcomes  Participants are more knowledgeable about energy efficiency. Participants gain first-hand understanding about the benefits of purcha...

AI summary The 2010 Power Down Program has led to increased knowledge and adoption of energy-efficient fixtures and controls among participants. Retailers also recognize the demand for such products, viewing energy efficiency programs as business opportunities. Long-term outcomes include improved availability of energy-efficient equipment and sustained energy savings.

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stomers.  Sustained energy savings. As a result of increased supply and demand for energy efficient lighting equipment, sustained energy savings are achieved in the residential market. NMR Evaluation of 2010 Power Down Program Page 4 1.2....

AI summary The text discusses the 2010 Power Down Program, highlighting sustained energy savings in the residential market due to increased supply and demand for energy-efficient lighting equipment. It references a logic model related to the program's fixtures and controls.

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Power Down Fixtures & Controls Logic Model NMR Evaluation of 2010 Power Down Program Page 5

AI summary The document evaluates the 2010 Power Down Program, focusing on its logic model and implementation by the Nova Scotia Utility Board (NMR). It discusses the program's effectiveness in reducing energy use through fixture and control modifications.

Section 238
1.3 APP: Program Description The Appliance Rebate portion (APP) of the 2010 Nova Scotia Power Down (PD) program began on October 1st 2010 and ran through the end of December 2010. The program was administered by the implementation contract...

AI summary The Appliance Rebate portion (APP) of the 2010 Nova Scotia Power Down (PD) program aimed to achieve energy savings through rebates on ENERGY STAR appliances. Initially limited to chain retailers, the program was expanded to include independent retailers after protests. The program exceeded its targets, with over 4,000 appliances rebated, and was extended to December 2010.

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e that even if the program had not been thus expanded and extended, it would have comfortably exceeded program targets based only on the sales of clothes washers at R11 alone during any single month of the program period. 1.3.1 APP: Progra...

AI summary The 2010 Power Down Program's Appliance Rebate Program (APP) aimed to install energy-efficient appliances in Nova Scotia homes. Retailers played a key role in offering rebates and promoting the program. The program exceeded its targets even before expansion, based on sales of energy-efficient appliances like clothes washers.

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as invoicing for incentives. NMR Evaluation of 2010 Power Down Program Page 6

AI summary The document discusses the evaluation of the 2010 Power Down Program, focusing on the invoicing process for incentives. It is part of a regulatory proceeding involving the Nova Scotia Utility Board.

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 Incentives and rebates. The program provides point-of-sale (POS) discounts to offset the cost of purchasing ENERGY STAR refrigerators and clothes washers at retailers throughout Nova Scotia. Buying down the cost of these appliances at PO...

AI summary The program provides point-of-sale discounts for ENERGY STAR appliances to encourage purchases, along with customer education and collaborative marketing. It assumes sufficient retailer participation, effective marketing, and appliance availability to achieve increased sales.

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ve strategy and projections for uptake are based on retailers having sufficient ENERGY STAR refrigerators and clothes washers available for the Nova Scotia market. Program Barriers  Awareness. While it is not necessary that customers are...

AI summary The document discusses the 2010 Power Down Program, focusing on program barriers such as customer awareness, purchase readiness, and retailer involvement. It highlights short-term outcomes like the availability of discounted ENERGY STAR appliances and retailer outreach efforts.

Section 243
s of energy efficiency to customers. NMR Evaluation of 2010 Power Down Program Page 7

AI summary The document evaluates the 2010 Power Down Program, focusing on its effectiveness in promoting energy efficiency among customers.

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etailers look for more opportunities to leverage energy efficiency programs and promote energy efficiency. Long-Term Outcomes  Improved availability of energy efficient appliances. Increased understanding of the benefits of energy efficie...

AI summary The document discusses long-term outcomes of energy efficiency programs, including increased availability of efficient appliances, standard practices among residential customers, and sustained energy savings. It also mentions the evaluation of the 2010 Power Down Program, specifically the CFL component, and the use of a logic model and difference-in-differences approach to estimate energy savings.

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ote that, since the discount was available only for ENERGY STAR-qualified CFLs, NMR adapted the questionnaire to determine the number of ENERGY STAR-qualified CFLs purchased and other CFL purchases. NMR Evaluation of 2010 Power Down Progra...

AI summary The NMR adapted its questionnaire to account for ENERGY STAR-qualified CFLs and used data from retailers to validate energy savings parameters for the 2010 Power Down Program, finding that the displaced wattage was nearly identical to New England's parameter.

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ed an average displaced wattage of 47.87—practically identical to the New England displaced wattage parameter of 45.7 Watts. Appendix A includes the displaced wattage validation calculations and data. Table 2-1: Energy and Demand Savings E...

AI summary The document discusses energy and demand savings estimation parameters for CFLs, including displaced wattage, net-to-gross ratio, and annual hours of use, based on data from program records and studies like the New England markdown study. It also references the Residential Line Loss Factor from Nova Scotia Power, Inc.

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st-Year Estimated Energy and Demand Savings The first-year estimated energy and demand savings at the meter are calculated using the following formulas: First year energy savings calculations CFLs: 10 In the New England Markdown study, the...

AI summary The document outlines the calculation of first-year energy and demand savings from the 2010 Power Down Program, using ENERGY STAR-qualified CFLs. It includes formulas for energy and demand savings at the meter and generator levels, with a line loss factor applied to estimate generator-level savings.

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tor (kW) 2,058 NMR Evaluation of 2010 Power Down Program Page 12 2.1.2 Lifetime Energy and Demand Savings Lifetime energy and demand savings are presented for three possible scenarios based on future availability of incandescent lamps in N...

AI summary The document evaluates the 2010 Power Down Program, analyzing lifetime energy and demand savings under three scenarios based on the potential phase-out of incandescent lamps by 2012. It considers the impact on the CFL component of the program and assumes varying levels of regulation and availability of incandescent lamps.

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NMR Evaluation of 2010 Power Down Program Page 14 Scenario Three – Lifetime demand savings calculations In order to estimate the total savings at the generator, the NMR team applied a line loss factor of 11.88% to the meter-level energy sa...

AI summary The NMR team estimated total generator energy savings by applying a line loss factor of 11.88% to meter-level energy savings for the first year and three lifetime savings scenarios under the 2010 Power Down Program.

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or energy savings calculation NMR Evaluation of 2010 Power Down Program Page 15

AI summary The document discusses the evaluation of the 2010 Power Down Program, focusing on energy savings calculations and the role of the Nova Scotia Utility Board (NMR) in the process.

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2,058 Lifetime net energy savings at the generator – scenario three (MWh) 16,378 Lifetime net demand savings at the generator – scenario three (kW) 2,110 2.1.3 Interactive Effects For the 2010 evaluation, the NMR team sought to estimate th...

AI summary The NMR team evaluated interactive effects for the CFL portion of the PD program in 2010. Interactive effects refer to changes in electrical use of other devices due to energy conservation measures, particularly involving HVAC systems. The evaluation used simplified engineering methods to estimate HVAC interaction, assuming zero positive electric cooling effects for conservatism.

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an effort to be as conservative as possible, the positive electric cooling interactive effects were assumed to be zero. To calculate the heating interaction impacts the following formulas were used: NMR Evaluation of 2010 Power Down Progra...

AI summary The document evaluates the 2010 Power Down Program, focusing on the energy and demand savings of CFL components with and without interaction effects. It uses a coefficient of performance (COP) of 1.013 for electric heating systems and assumes 30% of homes in Nova Scotia are electrically heated. Interaction factors between lighting and heating systems are applied in the calculations.

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Scenario Two at the generator 2,058 9,561 1,976 9,130 Scenario Three at the generator 2,110 16,378 2,026 15,641 13 To be as conservative as possible the NMR team assumed a COP equivalent to that of an electric resistance heating system. 14...

AI summary The Power Down program (PD) ran from October 2010 to November 2010, offering rebates for energy-efficient fixtures and controls. The NMR team evaluated the program's savings assumptions using databases like CALMAC and CEE, relying on the Ontario Power Authority's report for savings estimates.

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er Authority (OPA) report titled ―2010 Prescriptive Measures and Assumptions‖.17 This is reasonable as the OPA report offers savings estimates for each of the products rebated through the PD program. 3.1 ENERGY STAR Qualified Indoor Light...

AI summary The Nova Scotia Utility Board (NMR) evaluated the savings assumptions for ENERGY STAR qualified indoor light fixtures under the Program Administrator (PD) program, reviewing studies including those from the Ontario Power Authority (OPA) and RLW Analytics to determine the reasonableness of the 125.27 kWh annual savings estimate.

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that the average displaced wattage from the rebated fixtures was 50 Watts. Using the equation below, the NMR team developed annual gross per unit savings estimates for interior fixtures of 34 kWh. NMR applied the annual savings value ident...

AI summary The NMR report estimates annual energy savings of 34 kWh per unit for interior fixtures, resulting in total program savings of 274,074 kWh. This is a 73% decrease compared to the program’s tracking database, attributed to differences in assumptions about bulb replacement and usage hours.

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Page 19 Using the equations below we determined that the indoor light fixtures rebated through the program resulted in demand savings of 70.1 kW. (Table 3-1) Table 3-1: Tracked and Evaluated Savings—ENERGY STAR Qualified Indoor Light Fixtu...

AI summary The document discusses the evaluation of energy savings from indoor light fixtures rebated through a program, resulting in 70.1 kW of demand savings. Savings estimates are based on the OPA report, and secondary sources were not found for more accurate data on controls measures.

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avings estimates for any of the ―controls‖ measures rebated through the program. This section details the reports we reviewed, and outlines the assumptions made by the OPA for their savings estimates. 3.2.1 Programmable Thermostats for Ele...

AI summary The Nova Scotia Utility Board (NMR) evaluated the savings estimates for programmable thermostats used in electric baseboard heaters under the 2010 Power Down Program. The review included studies from Quantec (2004), Opinion Dynamics Corporation (2006), and the Ontario Power Authority (2010), which provided higher savings estimates than the program's current assumption of 63.15 kWh per year.

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ram‘s current assumption of 63.15 NMR Evaluation of 2010 Power Down Program Page 20

AI summary The document evaluates the 2010 Power Down Program, focusing on its effectiveness and outcomes. It includes a reference to NMR and mentions a numerical value of 63.15, likely related to program metrics or performance.

Section 265
d 7,383 programmable thermostats between October and November of 2010, resulting in savings of 466,236 kWh—we believe these savings estimates are accurate and do not recommend any changes. (Table 3-2) Table 3-2: Tracked and Evaluated Savin...

AI summary The document evaluates the savings from 7,383 programmable thermostats installed between October and November 2010, reporting total savings of 466,236 kWh. It also discusses the savings estimates for indoor light timers, citing the OPA report and confirming their reasonableness based on the 2007 Every KiloWatt Counts Program.

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Number of units 524 Savings per unit (kWh) 219 Total savings (kWh) 114,756 3.2.3 Outdoor/Heavy Duty Timers The NMR team reviewed two reports to determine whether or not the program‘s current savings estimate for heavy duty timers (for pool...

AI summary The NMR team evaluated the savings estimate for heavy duty timers used in pool pumps, reviewing reports from ADM (2002) and OPA (2010). The OPA report assumed a reduction in pool pump operation from ten to six hours per day, leading to an estimated savings of 383.65 kWh per unit. NMR concluded that the assumptions were reasonable and that the tracked savings estimates should remain unchanged.

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ggests that the tracked savings estimates remain the same. Between October and November of 2010, the PD program rebated 2,139 heavy duty timers resulting in program savings of 820,627 kWh. (Table 3-4) Table 3-4: Tracked and Evaluated Savin...

AI summary The text evaluates the 2010 Power Down Program's savings from rebated heavy duty timers and dimmer switches. It notes that savings from timers depend on user behavior and cites specific savings estimates for dimmer switches based on the OPA report.

Section 269
assume that the current program savings assumption of 23.65 kWh per unit is reasonable. The PD program rebated a total of 3,781 dimmer switches, resulting in program savings of 89,421 kWh. (Table 3-5) Table 3-5: Tracked and Evaluated Savin...

AI summary The document discusses the energy savings achieved through the rebate of dimmer switches and power bars with integrated timers. It assumes a savings rate of 23.65 kWh per dimmer switch and 53.39 kWh per power bar, based on the OPA report. The program rebated 3,781 dimmer switches and 221 power bars, resulting in total savings of 89,421 kWh and 11,799 kWh, respectively.

Section 270
11,799 26 Entertainment electronics, computer equipment, lighting, and other electrical equipment all impacted the estimated savings for power bars with integrated timers. NMR Evaluation of 2010 Power Down Program Page 23 3.3 Gross Impacts...

AI summary The document evaluates the 2010 Power Down Program, highlighting that power bars with integrated timers had a smaller impact on energy savings compared to other measures like ENERGY STAR light fixtures and outdoor timers, which contributed more significant savings.

Section 272
221 12 13 12 13 0% timers Total 22,109 2,513 2,811 1,777 1,988 -29% We calculated the demand savings for controls by obtaining the ratio of all residential target peak demand savings to target energy savings for the Efficient Products—Reta...

AI summary The document calculates demand savings for various energy efficiency measures under the Efficient Products—Retail Program using data from the UARB Approved Settlement Agreement. Demand savings for ENERGY STAR qualified indoor light fixtures were found to be 70.1 kW, and total demand savings across all measures amounted to 420.4 kW.

Section 276
same, lower, or higher. Retailers, who said that their sales would have been lower in the absence of the program, were asked to indicate the percentage that their sales would have been lower. As a final question, retailers were asked to ra...

AI summary The document discusses the evaluation of the 2010 Power Down Program, including how retailers assessed the impact of the program on their sales and the importance of rebates to customer purchasing decisions. An alternative method for calculating free-ridership is also mentioned.

Section 277
r controls. NMR Evaluation of 2010 Power Down Program Page 25

AI summary The document provides an evaluation of the 2010 Power Down Program, likely focusing on its effectiveness, implementation, and outcomes as part of a regulatory proceeding.

Section 279
October-November 2010 than in October-November 2009 do you attribute to the Power Down program promotion and rebates? You just indicated that the percentage sales of [MEASURE CATEGORY] that qualified for the Power Down rebate was higher af...

AI summary The text contains a series of questions aimed at assessing the impact of the Power Down program's promotion and rebates on sales of specific energy-efficient measures. It asks retailers about the increase in sales attributed to the program, the expected duration of the follow-on effect, and the importance of rebates in customer purchasing decisions.

Section 282
ge then is: 52.5% ÷ 75% = 70%. NMR Evaluation of 2010 Power Down Program Page 27 Spillover Only two respondents provided estimates of higher sales for outdoor timers after the program in December 2010 which they attributed at least partial...

AI summary The document evaluates the spillover effect of the 2010 Power Down Program on outdoor timer sales, using a formula to estimate the continuing impact of the program after its implementation. Sales data from pre- and post-program periods are compared to calculate the spillover effect.

Section 283
t-1 = Percent of higher sales in Xt+1 relative to Xt-1 attributed to program spillover impact The resulting absolute spillover percentage was subtracted from the estimated sales without the program. Case-by-Case Estimation Note, however, t...

AI summary The text discusses the estimation of program spillover impact and free-ridership in the context of the 2010 Power Down Program. It mentions the calculation of spillover percentages and challenges in estimating free-ridership due to incomplete or inconsistent retailer responses, with some retailers reporting 100% free-ridership.

Section 284
rship was estimated to be 100%. NMR Evaluation of 2010 Power Down Program Page 28

AI summary The document discusses the evaluation of the 2010 Power Down Program, with a focus on the Nova Scotia Utility Board (NMR) and its involvement in the process. The evaluation appears to be part of a regulatory proceeding.

Section 286
lower 40% 5 50% 71% 21% Overall Program 25% 66% 60% NMR Evaluation of 2010 Power Down Program Page 29

AI summary The document provides an evaluation of the 2010 Power Down Program, including participation rates and overall program performance metrics. It includes data on program effectiveness and is associated with the Nova Scotia Utility Board (NMR).

Section 287
66% 60% NMR Evaluation of 2010 Power Down Program Page 29

AI summary The document presents an evaluation of the 2010 Power Down Program, highlighting the percentage of program goals achieved. It appears to be a report by the Nova Scotia Utility Board (NMR) analyzing the effectiveness of the program.

Section 289
lower 30% 5 27% 90% 2% 8 2% 20% 20% 0% 80% 80% higher na 5 6% 28% 0% 9 50% 50% 0% 0% 50% 100% lower 75% 4 50% 100% 2% 10 0% 100% 0% na na na same na 4 0% 0% 0% 11 75% 100% 75% na 100% na same na 5 75% 75% 15% 12 15% 40% 15% 15% 50% na lowe...

AI summary The document presents a table evaluating the 2010 Power Down Program, showing various percentages related to program performance and outcomes. It is part of an evaluation conducted by the Nova Scotia Utility Board (NMR).

Section 290
% 76% NMR Evaluation of 2010 Power Down Program Page 30

AI summary This section of the document provides an evaluation of the 2010 Power Down Program, focusing on its effectiveness and outcomes. The evaluation is conducted by the Nova Scotia Utility Board (NMR) and includes a detailed analysis of program performance and impact.

Section 292
na na same na 5 100% 100% 14% 8 20% 20% 10% 10% 50% 50% lower 30% 5 20% 100% 1% 9 33% 40% 10% 50% 40% na same na 3 37% 93% 1% 10 50% 30% 20% 60% na na same na 2 30% 100% 1% 11 10% 20% 0% na 10% na same na 5 19% 95% 1% 12 20% 50% 10% 20% 60...

AI summary The document presents a table evaluating the 2010 Power Down Program, showing various percentages and metrics related to program performance and participation. The evaluation is conducted by the Nova Scotia Utility Board (NMR) and includes overall program statistics such as 33%, 82%, and 84%.

Section 293
84% NMR Evaluation of 2010 Power Down Program Page 31

AI summary The document evaluates the 2010 Power Down Program, focusing on its effectiveness and outcomes. It is part of a regulatory proceeding conducted by the Nova Scotia Utility Board.

Section 296
er Down Program Page 32 The following tables show the final overall unweighted and weighted free-ridership for each measure. Table 3-15: Free-Ridership by Measure—Fixtures and Controls Free-ridership Measure Unweighted Weighted ES indoor l...

AI summary The text discusses free-ridership rates for various energy efficiency measures in the Fixtures and Controls category, as well as the net energy and demand savings generated by the Program Administrator (PD) program in 2010. The free-ridership rates range from 0% to 84%, and the program's net impacts are estimated at 1,071 MWh of energy savings and 225.7 kW of demand savings.

Section 297
and demand savings for the F&C components of the PD program in 2010. For the 2010 program year, the generator-level impacts are estimated at 1,071 MWh of energy savings and 225.7 kW of demand savings. Table 3-16: Fixture and Controls Energ...

AI summary The document evaluates the 2010 Power Down Program, estimating energy and demand savings for fixture and controls components. It reports 1,071 MWh of energy savings and 225.7 kW of demand savings at the generator level for the program year, with detailed breakdowns in Table 3-16.

Section 299
rio Power Authority report titled ―2010 Prescriptive Measures and Assumptions.‖30 This is reasonable as the OPA report offers savings estimates for each of the products rebated through the PD program. 4.1.1 ENERGY STAR Refrigerators Accord...

AI summary The document discusses the evaluation of the program's savings estimate for ENERGY STAR refrigerators, based on the Ontario Power Authority's 2010 report and other studies. It outlines the number of rebates issued and the sources reviewed to assess the program's energy savings.

Section 300
33 This study was sponsored by Nova Scotia Power. 34 This study was prepared for the California Public Utilities Commission CPUC and sponsored by California‘s Investor-Owned Utilities (IOUs). NMR Evaluation of 2010 Power Down Program Page...

AI summary Nova Scotia Power sponsored a study evaluating the 2010 Power Down Program, which included rebates for ENERGY STAR qualified refrigerators. The study reviewed reports from OPA and Mowris & Carlson, both of which estimated energy savings using similar methods. The OPA estimate was retained as it was deemed reasonable.

Section 302
Investor-Owned Utilities (IOUs). NMR Evaluation of 2010 Power Down Program Page 35 and electric washing machines to determine the savings from ENERGY STAR clothes washers. The Cadmus report justified the decision to include dryer and water...

AI summary The evaluation of the 2010 Power Down Program discusses the energy savings from ENERGY STAR qualified clothes washers, including dryer and water heater savings. The savings per unit were estimated at 242 kWh annually, leading to a total of 490,050 kWh saved from 2,025 units, a 34% increase over previous estimates.

Section 303
2,025 2,025 Savings per unit (kWh) 181.27 242 Total savings (kWh) 367,072 490,050 4.2 Gross Impacts—Appliances Table 4-3 displays a comparison of the tracked and evaluated savings for ENERGY STAR refrigerators and clothes washers. NMR esti...

AI summary The document evaluates the savings from the 2010 Power Down Program, specifically for ENERGY STAR refrigerators and clothes washers. NMR estimated savings at the meter and generator, noting a 20% increase in total savings compared to tracked estimates. Line loss factors were applied to calculate generator-level savings.

Section 304
7 825 20% NMR Evaluation of 2010 Power Down Program Page 36 NMR calculated the demand savings for appliances and controls by obtaining the ratio of all residential target peak demand savings to target energy savings for the PD program. Thi...

AI summary NMR calculated demand savings for the 2010 Power Down Program by using the energy-to-demand ratio from adjusted 2010 DSM Targets. The calculation resulted in demand savings of 171.9 kW for appliances at the generator.

Section 311
77% 72% NMR Evaluation of 2010 Power Down Program Page 39

AI summary The document evaluates the 2010 Power Down Program, focusing on its performance and outcomes. It appears to be part of a regulatory proceeding involving the Nova Scotia Utility and Review Board (NMR).

Section 314
gy and demand savings for the APP component of the PD program in 2010. For the 2010 program year, the generator-level impacts were estimated at 160 MWh of energy savings and 31.5 kW of demand savings. Table 4-9: Appliance Energy Savings Es...

AI summary The 2010 Power Down Program's appliance energy savings were estimated at 160 MWh of energy and 31.5 kW of demand savings. The evaluation included interviews with program staff and contractors, as well as residential customer surveys to assess the program's impact and process.

Section 317
+9.8% Non-participant survey 260,023 70 +9.8% Overall residential survey 376,845 140 +6.9% 5.2 Program Goals and Design The lighting component of the PD program was designed to achieve energy savings of 2,330.27 MWh through sales of CFLs a...

AI summary The PD program aimed to achieve energy savings through the sale of CFLs and light fixtures. In 2010, the program shifted focus from promotions to markdowns and coupons, with changes in retail strategies compared to 2009. Communication between the DSM Administrator and implementation contractor was reported as satisfactory.

Section 318
h the current level of communication. Per its contract, the implementation contractor was responsible for the following program development, implementation and tracking activities: Program Development  Developing a detailed project plan ...

AI summary The 2010 Power Down Program involved the implementation contractor handling program development, implementation, and tracking. Activities included developing a project plan, evaluating products, executing marketing plans, and tracking sales and energy savings. Outreach efforts included direct mail, radio ads, and in-store promotions, which contributed to increased sales compared to previous years.

Section 319
cotia  Radio and newspaper advertisement  Inclusion of rebates and featured products in retailer flyers  In-store signage  Customer engagement events at selected retailers 5.5 Rebate Processing and Verification In the in-depth intervie...

AI summary The document outlines methods used for promoting rebates through various marketing channels and describes the rebate application process, including automatic application at point-of-sale and the use of coupons by some retailers.

Section 320
oduct was approved for a rebate. NMR Evaluation of 2010 Power Down Program Page 44

AI summary The document discusses the approval of a product for a rebate under the Power Down Program, which is evaluated by the Nova Scotia Utility and Review Board.

Section 322
irectly to retailers.  One specific retailer o Retailers/Dealers submitted summary of sales together with coupons and copies of receipts to the implementation contractor. o All receipts had to clearly indicate date of purchase, product de...

AI summary The 2010 Power Down Program involved a specific retailer submitting sales data, coupons, and receipts for rebate processing. The implementation contractor ensured accurate verification of rebates and product qualifications, with corrections made where necessary. The inclusion of this retailer was crucial for broad customer reach.

Section 323
‘s program manager added that, although rebate processing and verification for this retailer was onerous, including this chain of stores was key for the program to have a broad enough customer reach.

AI summary The program manager emphasized the importance of including a retail chain in the program despite the challenges in rebate processing and verification, as it is essential for achieving broad customer reach.

Section 324
5.6 NMR On-Site Visits NMR conducted on-site visits to two retail store locations. At the first location, the NMR representative reviewed the shelves where lighting and controls products were located. Both the lighting and controls shelves...

AI summary The NMR conducted on-site visits to two retail locations to assess the implementation of the Power Down program. At both locations, signage and promotion practices varied, and there was an issue with the cash register system not automatically applying discounts for rebatable items.

Section 329
Other 7% 2% 3% Not much/nothing 14% 16% 14% 39 Throughout this report, the symbol ‗Ω‘ is used to indicate that results between participants and non-participants within the same year are significantly different at the 90% confidence level....

AI summary The text includes statistical data and methodology notes from an evaluation report on the 2010 Power Down Program, referencing significant differences in results between years and participants. It also mentions the Nova Scotia Utility and Review Board (NMR) as the entity responsible for the evaluation.

Section 330
NMR Evaluation of 2010 Power Down Program Page 47 5.8 Program Awareness In 2010, participants exhibited a high overall awareness of CFLs: nine out of ten (90%) were familiar with CFLs after being read a description and about six out of ten...

AI summary The 2010 Power Down Program had high participant awareness of CFLs, with 90% familiar and 63% very familiar, compared to lower rates among non-participants. Previous CFL programs from 2007 to 2009 likely contributed to this awareness. Increased program participation in 2010 may have led to a smaller, less engaged non-participant group.

Section 333
escription Don‘t know 0 1 1 42 http://www.conservens.ca/lightingprograms NMR Evaluation of 2010 Power Down Program Page 48 In 2008 and 2009, one-third or fewer participants recalled seeing program promotions at stores where they purchased...

AI summary The 2010 Power Down Program saw increased participant and non-participant awareness of promotions and discounts on CFLs compared to 2008 and 2009. This was attributed to the use of bill inserts and the inclusion of the program in a larger promotional campaign involving appliances and fixtures.

Section 334
was rolled together with other promotions for appliances and fixtures. The inclusion in a larger program seems to have increased the recall and awareness among both participants and non-participants. Table 5-7: Participant and Non-Particip...

AI summary The 2010 Power Down Program was rolled together with other promotions for appliances and fixtures, which seems to have increased the recall and awareness among both participants and non-participants. The tables show awareness levels for 2010 and previous years.

Section 336
as the second-most frequently mentioned motivation (33%). Compared to 2008 and 2009, relatively few non-participants purchased CFLs during the program period (6 out of 70). (Table 5-9 and Table 5-10)

AI summary The document highlights that CFL purchases by non-participants were minimal during the program period, with only 6 out of 70 purchasing CFLs, indicating low participation rates compared to previous years.

Section 338
1% 5%ϐ 3% ϐ Like light they produce 0% 0% 0% Utility recommended 0% 0% 0% Needed specialty bulbs 0% 0% 0% Heard they were safer 0% 0% 0% † Because of an ad 0% 0% 0% Recommended 0% 0% 0% Fit better in fixtures 0% 0% 0% † Don't know 0% 0% 0%...

AI summary The document presents data on the adoption of energy-efficient lighting, with percentages indicating responses to various reasons for switching to energy-efficient bulbs. The data shows low percentages across all categories, suggesting limited participation or awareness in the 2010 Power Down Program.

Section 339
0% 0% NMR Evaluation of 2010 Power Down Program Page 50

AI summary The document is a page from an evaluation of the 2010 Power Down Program, likely part of a regulatory proceeding. It is associated with the Nova Scotia Utility and Review Board (NMR).

Section 342
likelihood that non-participants had not participated in the program by virtue of having no need to purchase CFLs during the program period as opposed to a resistance to purchasing CFLs. (Table 5-12)

AI summary The text suggests that non-participants in the program may not have participated due to a lack of need to purchase CFLs during the program period, rather than resistance to purchasing them. This is supported by data in Table 5-12.

Section 346
ipants (14%) than 2009 participants (27%) purchased eleven or more CFLs. Similarly, significantly more non-participants reported not purchasing any CFLs in 2010 (90%) than in 2008 (41%) or 2009 (73%). Table 5-13: All CFL Purchases – Progra...

AI summary The 2010 Power Down Program saw a significant difference in CFL purchases between participants and non-participants, with participants purchasing more CFLs on average compared to non-participants, who reported higher rates of no purchases.

Section 347
0 2 NMR Evaluation of 2010 Power Down Program Page 53 Table 5-14: All CFL Purchases – Program Period – 2008 and 2009 2008 2009 Non- Total Non- Total Participants Participants (Weighted) Participants Participants (Weighted) Sample size 57 7...

AI summary The table presents data on CFL purchases under the 2008 and 2009 Power Down Program, showing participant numbers, average purchases, and distribution across different purchase ranges. The data indicates varying levels of participation and purchase quantities between the two years.

Section 348
26 8 10 9σ 1Ω σ 2 16 or more 26 3 6 19 6Ω 7 Out of the 483 CFLs purchased by participants during the program period, 327 (67%) were qualifying CFL bulbs and were, therefore, counted as having been purchased through the program. Over the co...

AI summary The document discusses the evaluation of the 2010 Power Down Program, noting that 327 out of 483 CFLs purchased were qualifying bulbs. Participants in 2010 purchased significantly fewer qualifying CFLs on average compared to 2008 and 2009 participants. Qualifying bulbs were those purchased from participating retailers, either in multipacks or specialty CFLs.

Section 349
327 NMR Evaluation of 2010 Power Down Program Page 54 In the months prior to the program period, participant purchases (0.48) were almost the same as non- participant (0.51) purchases. In 2010 as a whole, participants (1.05) purchased more...

AI summary The 2010 Power Down Program led to increased CFL purchases by participants compared to non-participants. Participants purchased an average of 12.6 CFLs, while non-participants purchased 7.0 on average. This suggests the program effectively motivated customer participation in energy efficiency initiatives.

Section 362
6% 6 NMR Evaluation of 2010 Power Down Program Page 59

AI summary The document is a page from an evaluation of the 2010 Power Down Program, likely part of a regulatory proceeding in Nova Scotia.

Section 364
n room 0 0 1 60 1 60 Other 0 0 1 60 4 70 NMR Evaluation of 2010 Power Down Program Page 60 5.11.3 CFL Purchase Plans Participants and non-participants were asked how likely they would be to purchase CFLs in the next year. Similar percentag...

AI summary The evaluation of the 2010 Power Down Program examines participants' and non-participants' likelihood of purchasing CFLs in the next year, finding similar percentages between the two groups, with slight variations compared to 2008 and 2009.

Section 370
0 If I got a pay increase 0 0 0 If they had fewer health concerns 0 0 0 If I were educated about them 0 0 0 I like them 0 0 0 Don't know 33% 22% 21% NMR Evaluation of 2010 Power Down Program Page 62

AI summary The document presents survey data on customer perceptions of the 2010 Power Down Program, with a majority of respondents indicating 'Don't know' regarding factors that might influence their participation. The data includes percentages across different categories.

Section 371
21% NMR Evaluation of 2010 Power Down Program Page 62

AI summary The document is part of an evaluation of the 2010 Power Down Program, likely focusing on its effectiveness and impact. It is associated with the Nova Scotia Utility and Review Board (NMR).

Section 373
0 0 0 way If they didn't interfere with 1 0 1 0 0 0 radio/TV/electronics If I bought a new lamp 0 0 0 1 0 1 If they stopped making 0 0 0 0 1 1 incandescents If they didn‘t take so long to warm 1 0 0 0 0 0 up Give free sample 0 1 1 0 1 1 If...

AI summary The text presents survey responses related to customer attitudes towards energy efficiency measures, including opinions on lamp purchases, incandescent bulbs, and incentives. The data is part of an evaluation of the 2010 Power Down Program by the Nova Scotia Utility and Review Board.

Section 375
non-participants reported that the CFLs had burned out, one participant said they did not like the delay in the CFLs coming on, and one non-participant said they did not like the light (Table 3- 21). Table 5-29: Satisfaction with CFLs – 20...

AI summary Survey results from 2010 show that participants and non-participants had mixed reactions to CFLs, with most reporting satisfaction but some noting issues like burnout and dissatisfaction with the light.

Section 377
2 2 9 11 Not at all satisfied 0 2 2 0 2 1 Table 5-31: Reasons for Dissatisfaction with CFLs 2010 Non- Total Participants Participants (Unweighted) Sample size 2 3 5 Burned out 1 2 3 Delay in light coming on 1 0 1 Don‘t like the light 0 1 1...

AI summary The evaluation of the 2010 Power Down Program discusses demographic differences between participants and non-participants, noting that participants were more likely to own their homes and have higher incomes compared to non-participants.

Section 383
0 0 0 0 4 than five stories Tent home 0 0 0 1 0 <1 0 NMR Evaluation of 2010 Power Down Program Page 66 Among 2010 participants and non-participants, more than four out of five (84% for participants, 83% for non-participants) lived in a hom...

AI summary The evaluation of the 2010 Power Down Program shows that 84% of participants and 83% of non-participants lived in homes with three or more bedrooms. Table 5-36 provides a breakdown of the number of bedrooms among participants and non-participants.

Section 385
%) were more likely to have an annual income in excess of $49,999 than non- participants (34%). The 2008, 2009, and 2010 respondents exhibit similar income distributions. (Table 5-38 and Table 5-39) Table 5-38: Annual Income – 2010 Partici...

AI summary Participants in the 2010 Power Down Program were more likely to have higher annual incomes compared to non-participants. The income distribution data from 2008, 2009, and 2010 show similar trends, with detailed statistics provided in Table 5-38 and Table 5-39.

Section 392
18 55 to 64 21 27 21 65 or older 19 24 22 Table 5-47: Respondent Age – 2008 and 2009 2008 2009 Non- Total Non- Total Participants participants (Weighted) Participants participants (Weighted) Sample size 60 70 130 67 69 136 18 to 24 8% 6% 6...

AI summary The 2010 Power Down Program participants had higher education attainment compared to non-participants, with 61% of participants having a trade certificate, college diploma, or university diploma compared to 40% of non-participants. This data is presented in Table 5-48 and Table 5-49.

Section 396
NMR Evaluation of 2010 Power Down Program Page 72 6 Process Evaluation: Fixtures and Controls 6.1 Program Description The Light Fixtures and Controls (F&C) portion of the 2010 Nova Scotia Power Down (PD) program began on October 1st 2010 a...

AI summary The 2010 Power Down Program's Light Fixtures and Controls portion exceeded energy savings projections, with significant rebate redemptions for various energy-efficient products. A telephone survey of 47 chain store managers was conducted to evaluate the program's implementation and effectiveness.

Section 398
Familiar 65% Somewhat Familiar 34% Neither Familiar nor Unfamiliar 1% As shown in Table 6-3, nine out of ten retailers (90%) interviewed sold ENERGY STAR light fixtures and electronic baseboard thermostats in 2010. More than four out of fi...

AI summary The text presents survey results showing that most retailers sold ENERGY STAR products and offered rebates under the Power Down program in 2010. The data highlights high participation rates in selling rebated items such as light fixtures, dimmer switches, and timers.

Section 400
1 Don‘t carry rebated 1 products 6.4 Program Impact on Product Sales For each of the four different products classes (light fixtures, power bars with timers, indoor light timers, and heavy duty outdoor or pool timers), retailers were asked...

AI summary The program significantly increased the sales of rebated products in October and November 2010 compared to the previous nine months. However, sales dropped in December 2010 after rebates ended, with ENERGY STAR light fixtures experiencing the most dramatic decline. Year-over-year comparisons also showed increased sales for all product classes during the program period.

Section 402
4 36 12 60 NMR Evaluation of 2010 Power Down Program Page 75 Retailers who reported increased sales during the program promotion period of October-November 2010 were asked to estimate the percentage of the increased sales that should be at...

AI summary The 2010 Power Down Program led to increased sales of rebated items, with retailers estimating that over two-thirds of the sales increase was due to the program. However, some retailers believed no increase in sales for certain items could be attributed to the program, and the sample sizes for these estimates were very small.

Section 404
2 of Months NMR Evaluation of 2010 Power Down Program Page 76 In the absence of the program, more than two out of five retailers interviewed predicted that sales would have been lower for power bars with timers and indoor light timers. Mor...

AI summary The evaluation of the 2010 Power Down Program indicates that the absence of the program would have significantly reduced sales of certain energy-efficient products, such as power bars with timers and outdoor timers, with estimates ranging from 33% to 58% lower sales. Sales of ENERGY STAR light fixtures were predicted to remain largely unchanged.

Section 409
1 NMR Evaluation of 2010 Power Down Program Page 78 Retailers also provided additional feedback regarding specific aspects of the program. Again, satisfaction was high with more than nine out of ten interviewees very satisfied or satisfied...

AI summary The evaluation of the 2010 Power Down Program indicates high levels of satisfaction among participants, with over 90% expressing satisfaction with program support, communications, items covered, and rebates. The table provides detailed satisfaction rates across different aspects of the program.

Section 410
4 1 5 4 Very dissatisfied 1 1 However, the unweighted responses in Table 6-13 show a number of retailers had specific reasons for dissatisfaction; dissatisfaction was mostly associated with program marketing and advertising and the items c...

AI summary The text discusses customer dissatisfaction with a program, mainly due to poor marketing and lack of awareness. Customers also felt the program did not cover enough items. One interviewee mentioned that rebate information was not clearly communicated, leading to confusion.

Section 413
Small store 17% Confusion at register 17% Other 17% Retailers had a host of recommendations for improving the program (Table 6-16). The most common recommendation, mentioned by almost one-half of the interviewees, was to have better signag...

AI summary Retailers recommended improving the Power Down Program through better signage, marketing, and local advertising. They also suggested including more products, increasing visits from DSM Administrator representatives, and streamlining the coupon process to enhance program effectiveness.

Section 418
nd November. Although the program was expanded to include independent retailers and extended to December, the program targets remained the same. In the in-depth interview, the program manager at the NMR Evaluation of 2010 Power Down Progra...

AI summary The 2010 Power Down Program was expanded to include independent retailers and extended until December, though targets remained unchanged. The program's budget was adjusted to accommodate the expansion. The evaluation discusses rebate processing, verification procedures, and retailer participation, noting that most store managers were familiar with sales trends of rebated items.

Section 420
9 7 16 9 7 16 Received Rebate 9 7 16 9 7 16 7.4 Program Impact on Product Sales Table 7-3 shows the average percentages of overall ENERGY STAR refrigerator and clothes washer sales that were models that would qualify for rebates through th...

AI summary This section discusses the impact of the Power Down program on ENERGY STAR refrigerator and clothes washer sales, showing average percentages of qualifying models for rebates across different time periods before and after the program's implementation.

Section 424
100% 1 100% 2 100% 2010 Increase from Oct/Nov-Dec 2 50% 2 50% 2009 The respondents were asked if, in the absence of the rebates from the Power Down program, the sales of the rebated equipment would have been lower, the same, or higher. If...

AI summary The Power Down program's impact on the sales of ENERGY STAR refrigerators and clothes washers was assessed. Most chain retailers believed sales would have been significantly lower without the program, while independent retailers were more divided, with some predicting no change in sales.

Section 430
pation, while one independent retailer commented that they had been at a disadvantage to begin with due to the fact that the program had initially been rolled out to chain retailers only. ( Table 7-9) Table 7-8: Whether Barriers Limited Ab...

AI summary The text discusses the initial rollout of the Power Down program, which was limited to chain retailers, disadvantaging independent retailers. Independent retailers faced barriers such as confusing signage and had limited awareness of the program, with various sources of information including Nova Scotia Power and media.

Section 431
gram. Respondents indicated a variety of sources: Nova Scotia Power, advertising at a chain store, notification from the head office, a call to the store manager, and a newspaper article. (Table 7-10) Table 7-10: Source of First Awareness...

AI summary Respondents learned about the program through various sources, including Nova Scotia Power and media. Initial reactions were mixed, with some retailers seeing it as an opportunity to boost sales and others expressing disappointment at not being included.

Section 432
2 Needed more information 1 No reaction 1 NMR Evaluation of 2010 Power Down Program Page 89 In order to become involved in the program, three of the seven independent retailers contacted either the DSM Administrator or the implementation c...

AI summary The 2010 Power Down Program saw limited involvement from independent retailers, with only one retailer expressing concerns about reimbursement for discounts. Three contacted the DSM Administrator or implementation contractor, while two first sought more information about the program.

Section 433
Most Important Concern Independent Retailers Sample size 1 Reimbursements for discounts 1 Three out of four independent retailers stated that the most important reason for participating in the program was to be competitive, with the remain...

AI summary Independent retailers participating in the 2010 Power Down Program cited competitiveness and sales growth as primary motivations. Only a few made changes to their store practices, such as adjusting stocking, appliance placement, and advertising for rebated appliances.

Section 434
ocking practices, while two of the seven had made changes to the placement or location of the rebated appliances, and two of the seven had changed advertising or promotions for the rebated appliances. Table 7-15: Whether Changes Were Made...

AI summary The text discusses findings from a survey of retailers regarding changes made to stocking practices, advertising, and rebate presentation in response to program participation. It also highlights how independent retailers marketed and displayed rebate information to customers.

Section 435
Presentation of Rebate/Incentive to Customer (Multiple responses) Independent Retailers Sample size 6 Displayed next to full price 3 Showed price after rebate 2 Displayed rebate information but ask sales associate 1 rebate value NMR Evalua...

AI summary The document discusses the advertising practices of independent retailers regarding ENERGY STAR appliances participating in the 2010 Power Down program. It highlights the frequency and methods of advertising, including newspaper, flyers, and radio/TV, with varying levels of participation across different time periods.

Section 440
dissatisfied Dissatisfied Very dissatisfied When asked to indicate their level of satisfaction with specific aspects of the Power Down program, the majority of chain retailers were either satisfied or very satisfied with program marketing...

AI summary Most chain retailers were satisfied with the Power Down program's marketing, support, and rebates, while independent retailers were generally satisfied except for program marketing and advertising, which they found lacking due to inadequate materials and delayed participation.

Section 441
pation in the program. NMR Evaluation of 2010 Power Down Program Page 95

AI summary The document provides an evaluation of the 2010 Power Down Program, focusing on its implementation and outcomes. It discusses the program's impact on energy efficiency and customer participation.

Section 443
9 6 15 Program Rebates Very satisfied 5 1 6 Satisfied 4 5 9 Table 7-23: Reasons for Dissatisfaction Independent Program Marketing and Advertising Chain Retailers Retailers Total Sample size 2 2 Inadequate materials/preparation 2 2 NMR Eval...

AI summary The document evaluates the satisfaction of independent retailers with various aspects of the 2010 Power Down Program. Most were satisfied with interactions with the implementation contractor, rebate processing, and rebate tracking and reporting. However, sample size limitations affected the evaluation of interactions with DSM Administrator staff.

Section 444
ed to the fact that most retailers indicated having had no interaction with DSM Administrator staff. (Table 7-24) Table 7-24: Satisfaction with Specific Aspects of Program – Independent Retailers Independent Retailers Sample size 5 Interac...

AI summary The text discusses satisfaction levels among independent retailers regarding their interaction with the DSM Administrator and NSP staff, as well as rebate processing and tracking. Only a small sample size of five independent retailers was surveyed, and responses indicate mixed satisfaction levels.

Section 445
atisfied 1 NMR Evaluation of 2010 Power Down Program Page 97 When asked what aspects of the program had the greatest impact on sales, the majority (5 out of 6) responded that the fact that the rebate was instant at the register had the gre...

AI summary The 2010 Power Down Program's instant rebate at the register was identified as the most impactful aspect by five out of six respondents, according to Table 7-25. Other factors, such as financial incentives and environmental friendliness, had less impact on sales.

Section 446
Environmentally friendly 2 NSP added credibility 1 Table 7-26 shows respondents‘ recommendations for improving the Power Down program. Almost one- half of the chain retailers (3 out of 7) suggested expanding the program to include more ite...

AI summary Respondents recommended expanding the Power Down program to include more ENERGY STAR items and increasing rebate values. Some suggested higher rebates for purchasing pairs of appliances, while others recommended involving independent retailers and adjusting the program timing.

Section 449
35 years 19 years NMR Evaluation of 2010 NSPI Power Down Program Page A1 Appendix A – Displaced Wattage Validation Calculations For the 2010 program year, several retailers provided specific sales information including, in some cases, mode...

AI summary This document evaluates the 2010 NSPI Power Down Program by validating displaced wattage calculations. Using ENERGY STAR equivalency values, NMR estimated displaced wattage for 118,202 CFLs sold, calculating a weighted average of 47.87. The calculation assumes participants used ENERGY STAR equivalency values and does not account for missing or out-of-range wattage data.

Section 451
://www.energystar.gov/ - January 2010 NMR Evaluation of 2010 NSPI Power Down Program Page A2

AI summary The document evaluates the 2010 NSPI Power Down Program, referencing the Energy Star website from January 2010. It is associated with the Nova Scotia Utility Regulator (NMR).

Section 461
F PB2b1a=0 OR DON’T KNOW THEN SKIP TO NP1a] NMR Evaluation of 2010 NSPI Power Down Program Page B9 PB2e. Were any of [Insert value from PB2B1A] CFLs that you purchased in October and November specialty CFL bulbs? Specialty compact fluoresc...

AI summary The text contains questions from a regulatory proceeding related to the purchase of compact fluorescent light bulbs (CFLs) in October and November. It asks whether specialty CFL bulbs were purchased, the reasons for purchasing CFLs, and the stores from which they were purchased.

Section 462
3 L. Any other stores I did not mention? a. SPECIFY1 b. SPECIFY2 c. SPECIFY3 d. SPECIFY4 [IF PB4L = 2 or 3 SKIP PB5][REPEAT FOR EACH OTHER SPECIFIED IN PB4L] NMR Evaluation of 2010 NSPI Power Down Program Page B10 PB5. What type of store i...

AI summary The text outlines a survey process related to the 2010 NSPI Power Down Program, asking respondents about store types and reasons for purchasing ENERGY STAR™-qualified CFL bulbs during specific months. It includes instructions for data collection and conditional logic based on responses.

Section 463
STORE NAME FROM PB4 – . KEEP A RUNNING COUNT OF PB6b EACH TIME THROUGH: PB6b COUNT SHOULD NOT EXCEED PB2b1. IF NECESSARY, REMIND RESPONDENT OF PB2b1, OR CHANGE PB2b1 VALUE IF RESPONDENT RECONSIDERS NMR Evaluation of 2010 NSPI Power Down Pr...

AI summary The text outlines a survey process for collecting data on the number of compact fluorescent light bulbs (CFLs) purchased at a specific store, including whether they were ENERGY STAR-qualified and whether Nova Scotia Power promotions were seen. Respondents are asked to track purchases and provide detailed counts.

Section 464
ulbs at [PB4 STORE NAME]? This may have included such things as representatives providing information, and signs, or posters. [REPEAT FOR EACH STORE]. 1. Yes 2. No 3. (Don‘t Know PB6a2. Were you aware that Nova Scotia Power was offering a...

AI summary The text outlines survey questions related to customer awareness and purchasing behavior regarding compact fluorescent light bulbs (CFLs) offered with a discount by Nova Scotia Power. It includes questions about prior purchase intentions and the influence of the discount on purchasing decisions.

Section 475
am from Nova Scotia Power. I1. [ IS BLANK THEN SKIP TO I2] Hello, may I please speak with [USE CONTACT NAME, IF AVAILABLE]? Contact available [SKIP TO Q1] 1 Contact currently unavailable [ARRANGE CALL BACK] 2 I2. According to our records,...

AI summary Nova Scotia Power, through NMR Group, is conducting an evaluation of the 2010 NSPI Power Down Program. The survey aims to gather information from store personnel about their knowledge of stocking and selling rebatable products such as controls, fixtures, and appliances.

Section 476
2. Not familiar 3. Neither familiar nor unfamiliar 4. Somewhat familiar -[SKIP TO Q1] 5. Very familiar - [SKIP TO Q1] 9. Don‘t know / Refused I4. Is there someone else at this store who would be familiar with the stocking patterns or sales...

AI summary The text outlines a survey conducted to assess familiarity with product stocking and sales trends, and to evaluate the 2010 NSPI Power Down Program. The survey includes questions about job titles, product sales, and rebate participation for specific energy-efficient products.

Section 477
ers 4 Indoor Light Timers 5 Heavy Duty Pool or Outdoor Timers 6 Electronic Baseboard Thermostats 7 ENERGY STAR Refrigerators 8 ENERGY STAR Clothes washers Q2c. FOR ANY PRODUCT WHERE Q2a=1 (sold in 2010) and Q2b=2 (not rebated by Power Down...

AI summary The document contains a series of questions from the Nova Scotia Utility Regulator (NMR) regarding the Power Down program, specifically asking retailers about their participation and sales of energy-efficient products, including ENERGY STAR light fixtures, during and around the program's promotion period in 2010.

Section 479
Dec 2010 Oct-Nov 2009 2010 Percent Rebated % % % % Q4. [RECORD PERCENTAGE _%; 998 Refused; 999 Don't know/Not sure/Can‘t remember] A. [IF % SALES OF REBATED FIXTURES ARE HIGHER IN OCT-NOV 2010 (COL. B) THAN IN JAN-SEPT. 2010 (COL A)]: You...

AI summary The text discusses the evaluation of the 2010 NSPI Power Down Program, focusing on the percentage of sales of rebated fixtures during different time periods and attributing the increase in sales to the program's promotion and rebates.

Section 480
wer Down program period in December 2010 NMR Evaluation of 2010 NSPI Power Down Program Page B28 than they were before Power Down program period, between January and September 2010. What percentage of that increase in sales do you attribut...

AI summary The document contains survey questions related to the impact of the Power Down program on ENERGY STAR light fixture sales. Retailers are asked about the percentage increase in sales attributed to the program and the expected duration of this effect, as well as the influence of the $15 rebate on sales during the promotion period.

Section 481
rogram discounts, you would have only sold [100 - (% FROM Q5B 100)] ENERGY STAR light fixtures that week without the program discounts? IF RESPONSE IS ≠ YES THEN CLARIFY RESPONSE TO Q5B Q6A. During the October-November promotion period, be...

AI summary The text contains survey questions evaluating the impact of the Power Down Program on customer purchases of ENERGY STAR light fixtures, including rebate availability and perceived importance of the program.

Section 482
portant and 5 is extremely important. NMR Evaluation of 2010 NSPI Power Down Program Page B30 IF Q2B1=2 DIMMER SWITCHES Q8. I now have a few questions about your sales of dimmer switches. A. Roughly what percent of ALL the dimmer switches...

AI summary The document presents a series of questions regarding the sales of dimmer switches before, during, and after the Power Down program promotion in 2010, asking for the percentage of dimmer switches sold that were later rebated by the program.

Section 483
Oct-Nov Dec 2010 Oct-Nov 2009 2010 Percent Rebated % % % % Q9. [RECORD PERCENTAGE _%; 998=Refused; 999=Don't know/Not sure/Can‘t remember] A. [IF % SALES OF REBATED DIMMER SWITCHES ARE HIGHER IN OCT-NOV 2010 (COL. B) THAN IN JAN-SEPT. 2010...

AI summary The text presents a series of questions about the impact of the Power Down rebate program on the sales of dimmer switches during specific time periods in 2010 and 2009. It asks respondents to attribute the increase in sales during the Power Down program period to the program's promotion and rebates.

Section 484
dicated that the percentage sales of dimmer NMR Evaluation of 2010 NSPI Power Down Program Page B31 switches that qualified for the Power Down rebate was higher after the Power Down program period in December 2010 than they were before Pow...

AI summary The text discusses the impact of the Power Down program on dimmer switch sales, asking retailers about the percentage increase in sales attributed to the program and how long the follow-on effect might last. It also inquires about the potential decrease in sales if the rebate had not been available.

Section 485
e program discounts, you would have only sold [100 - (% FROM Q10B 100)] dimmer switches that week without the program discounts? IF RESPONSE IS ≠ YES THEN CLARIFY RESPONSE TO Q10B Q11A. During the October-November promotion period, besides...

AI summary The text contains a series of survey questions related to the Power Down Program, focusing on rebate discounts, customer purchasing behavior, and the importance of rebates in influencing customer decisions during a promotion period.

Section 486
portant and 5 is extremely important. NMR Evaluation of 2010 NSPI Power Down Program Page B33 IF Q2B1=3 POWER BARS WITH TIMERS Q13. I now have a few questions about your sales of power bars with timers. A. Roughly what percent of ALL the p...

AI summary The document contains a series of questions about the sales and rebate rates of power bars with timers before, during, and after the Power Down program promotion in 2010. The questions are directed at a respondent, likely a retailer, to gather data on the program's impact.

Section 487
ov Dec 2010 Oct-Nov 2009 2010 Percent Rebated % % % % Q14. [RECORD PERCENTAGE _%; 998 Refused; 999 Don't know/Not sure/Can‘t remember] A. [IF % SALES OF REBATED POWER BARS ARE HIGHER IN OCT-NOV 2010 (COL. B) THAN IN JAN-SEPT. 2010 (COL A)]...

AI summary The text presents a question regarding the impact of the Power Down rebate program on the sales of power bars during specific time periods in 2009 and 2010. It asks what percentage of increased sales during the Power Down program period can be attributed to the program's promotion and rebates.

Section 488
after the Power Down program period in NMR Evaluation of 2010 NSPI Power Down Program Page B34 December 2010 than they were before Power Down program period, between January and September 2010. What percentage of that increase in sales do...

AI summary The text contains a series of survey questions aimed at evaluating the impact of the Power Down program on sales of power bars with timers. Retailers are asked to estimate the effect of the rebate on sales and how long the follow-on effects of the program might last.

Section 489
am discounts, you would have only sold [100 - (% FROM Q15B 100)] power bars with timers that week without the program discounts? IF RESPONSE IS ≠ YES THEN CLARIFY RESPONSE TO Q15B Q16A. During the October-November promotion period, besides...

AI summary The text contains survey questions related to the 2010 NSPI Power Down Program, focusing on customer behavior, rebate influence, and program effectiveness. It asks about the impact of discounts, other rebates, and the importance of the Power Down Program in customer purchasing decisions.

Section 490
portant and 5 is extremely important. NMR Evaluation of 2010 NSPI Power Down Program Page B36 IF Q2B1=4 INDOOR LIGHT TIMERS Q18. I now have a few questions about your sales of indoor light timers. A. Roughly what percent of ALL the indoor...

AI summary The document contains a series of questions posed to a respondent regarding the sales and rebate rates of indoor light timers before, during, and after the Power Down program promotion in 2010. The questions aim to assess the impact of the program on sales and rebate participation.

Section 491
Dec 2010 Oct-Nov 2009 2010 Percent Rebated % % % % Q19. [RECORD PERCENTAGE _%; 998 Refused; 999 Don't know/Not sure/Can‘t remember] A. [IF % SALES OF REBATED INDOOR LIGHT TIMERS ARE HIGHER IN OCT-NOV 2010 (COL. B) THAN IN JAN-SEPT. 2010 (C...

AI summary The text discusses the evaluation of the 2010 NSPI Power Down Program, focusing on the percentage of sales of rebated indoor light timers during specific periods and how much of the increase in sales is attributed to the program's promotion and rebates.

Section 492
that the percentage sales of indoor NMR Evaluation of 2010 NSPI Power Down Program Page B37 light timers that qualified for the Power Down rebate was higher after the Power Down program period in December 2010 than they were before Power D...

AI summary This section of the document evaluates the impact of the 2010 NSPI Power Down Program on the sales of indoor light timers. It asks retailers to estimate the percentage of increased sales attributed to the program and how long the follow-on effects are expected to last. It also inquires about the effect of the $3 rebate on sales during the October-November promotion period.

Section 493
n program rebate had not been available? RECORD PERCENTAGE _%; [998 Refused; 999 Don't know/Not sure/Can‘t remember] C. I want to make sure I understand you correctly when you say your store‘s sales of indoor light timers would be [% FROM...

AI summary The text discusses the impact of the Power Down program rebate on the sales of indoor light timers, asking respondents to estimate the percentage reduction in sales without the rebate and whether other rebates were offered during the same period. The importance of the rebate to customer purchasing decisions is also assessed on a scale from 1 to 5.

Section 494
he Power Down Program was to customers‘ decisions to purchase indoor light timers? Please give your response on a scale of 1 to 5 where 1 is not at all important and 5 is extremely important. NMR Evaluation of 2010 NSPI Power Down Program...

AI summary The document includes survey questions about the impact of the Power Down Program on the sale of heavy duty pool and outdoor timers, asking retailers to estimate the percentage of sales that were rebated under the program before, during, and after the promotion period.

Section 495
ASK THEM FOR THEIR BEST GUESS. IF THEY CANNOT PROVIDE A SINGLE BEST GUESS, ASK THEM FOR AN APPROXIMATE RANGE. TRY, AS FAR AS REASONABLY POSSIBLE, TO AVOID A DON‘T KNOW RESPONSE] A. B. C. D. HEAVY DUTY POOL OR Jan-Sept. 2010 Oct-Nov Dec 201...

AI summary The text discusses the evaluation of the 2010 NSPI Power Down Program, focusing on the percentage of sales of rebated pool and outdoor timers during different time periods and how much of the increase in sales can be attributed to the program's promotion and rebates.

Section 496
am promotion and rebates? % NMR Evaluation of 2010 NSPI Power Down Program Page B40 C. [IF % SALES OF REBATED POOL OR OUTDOOR TIMERS ARE HIGHER IN DEC. 2010 (COL. C) THAN IN JAN-SEPT. 2010 (COL A)]: You just indicated that the percentage s...

AI summary The document contains questions about the impact of the Power Down program's promotion and rebates on the sales of pool and outdoor timers. It asks respondents to estimate the percentage of increased sales attributed to the program and how long the follow-on effect is expected to last.

Section 497
r during the October-November promotion period if the $15 Power Down program rebate had not been available? RECORD PERCENTAGE _%; [998 Refused; 999 Don't know/Not sure/Can‘t remember] C. I want to make sure I understand you correctly when...

AI summary The text discusses the impact of the Power Down program rebate on the sales of heavy duty pool or outdoor timers during the October-November promotion period. It includes questions about the percentage of sales decrease without the rebate and whether other rebates were offered during the same period.

Section 498
6. Provincial Government $ 7. City/Town/Municipality $ 8. Other $ 98. Refused 99. Don‘t know Q27. During the October-November program promotion period, how important would you say the rebate from the Power Down Program was to customers‘ de...

AI summary The text includes survey questions about the importance of rebates in the Power Down Program on customer purchasing decisions and asks retailers about the percentage of electronic baseboard thermostats sold before, during, and after the program promotion period that were rebated.

Section 499
t of all the electronic baseboard thermostats that your store sold in October and November OF 2009 were electronic baseboard thermostats that were later rebated by the Power Down program? [IF RESPONDENT DOES NOT KNOW, ASK THEM FOR THEIR BE...

AI summary The text asks the respondent to estimate the percentage of electronic baseboard thermostats sold in October and November 2009 that were later rebated by the Power Down program. It requests a specific guess or a range if a single estimate is not possible.

Section 500
Dec 2010 Oct-Nov 2009 THERMOSTATS 2010 2010 Percent Rebated % % % % Q29. [RECORD PERCENTAGE _%; 998 Refused; 999 Don't know/Not sure/Can‘t remember] A. [IF % SALES OF REBATED ELECTRONIC BASEBOARD THERMOSTATS ARE HIGHER IN OCT-NOV 2010 (COL...

AI summary The document evaluates the 2010 NSPI Power Down Program by analyzing the percentage of electronic baseboard thermostats rebated during different periods, specifically comparing October-November 2010 with January-September 2010 and October-November 2009. It seeks to determine the impact of the rebate program on thermostat sales.

Section 503
6. Provincial Government $ 7. City/Town/Municipality $ 8. Other $ 98. Refused 99. Don‘t know Q32. During the October-November program promotion period, how important would you say the rebate from the Power Down Program was to customers‘ de...

AI summary The text includes survey questions about the importance of rebates in the Power Down Program to customer decisions and asks retailers about the percentage of ENERGY STAR refrigerators sold before, during, and after the promotion period, as well as in 2009.

Section 505
Dec 2010 Oct-Nov 2009 2010 2010 Percent Rebated % % % % Q34. [RECORD PERCENTAGE _%; 998 Refused; 999 Don't know/Not sure/Can‘t remember] A. [IF % SALES OF REBATED REFRIGERATORS ARE HIGHER IN OCT-NOV 2010 (COL. B) THAN IN JAN-SEPT. 2010 (CO...

AI summary The text discusses the evaluation of the 2010 NSPI Power Down Program, focusing on the percentage of ENERGY STAR refrigerator sales attributed to the rebate program during different time periods, including comparisons between October-November 2010 and earlier periods.

Section 506
cated that the percentage sales of ENERGY NMR Evaluation of 2010 NSPI Power Down Program Page B46 STAR refrigerators that qualified for the Power Down rebate was higher after the Power Down program period in December 2010 than they were be...

AI summary The text discusses the evaluation of the 2010 NSPI Power Down Program, focusing on the impact of rebates on ENERGY STAR refrigerator sales. It asks retailers to estimate the percentage of increased sales attributed to the program and how long the follow-on effects are expected to last.

Section 507
during the October-November promotion period if the $XXX Power Down program rebate had not been available? RECORD PERCENTAGE _%; [998=Refused; 999=Don't know/Not sure/Can‘t remember] C. I want to make sure I understand you correctly when y...

AI summary The text discusses the impact of the Power Down program rebate on the sales of ENERGY STAR refrigerators during the October-November promotion period. It includes questions about the effect of the rebate on sales, the presence of other rebates, and the perceived importance of the rebate in customers' purchasing decisions.

Section 508
Down Program was to customers‘ decisions to purchase the ENERGY STAR refrigerators? Please give your response on a scale of 1 to 5 where 1 is not at all important and 5 is extremely important. NMR Evaluation of 2010 NSPI Power Down Program...

AI summary The text contains a series of questions aimed at evaluating the impact of the 2010 NSPI Power Down Program on the sales of ENERGY STAR clothes washers, focusing on the percentage of ENERGY STAR washers sold before, during, and after the program promotion period, as well as in the same period in the previous year.

Section 509
ASK THEM FOR THEIR BEST GUESS. IF THEY CANNOT PROVIDE A SINGLE BEST GUESS, ASK THEM FOR AN APPROXIMATE RANGE. TRY, AS FAR AS REASONABLY POSSIBLE, TO AVOID A DON‘T KNOW RESPONSE] A. B. C. D. CLOTHES WASHERS Jan-Sept. 2010 Oct-Nov Dec 2010 O...

AI summary The text outlines a survey question regarding the impact of the Power Down rebate program on the sales of ENERGY STAR clothes washers during different time periods, asking respondents to estimate the percentage of increased sales attributable to the program.

Section 510
n and rebates? % C. [IF % SALES OF REBATED CLOTHES WASHER ARE HIGHER IN DEC. 2010 (COL. C) THAN IN JAN-SEPT. 2010 (COL A)]: You just indicated that the percentage sales of ENERGY NMR Evaluation of 2010 NSPI Power Down Program Page B49 STAR...

AI summary The document evaluates the impact of the 2010 NSPI Power Down Program on the sales of ENERGY STAR clothes washers, asking retailers about the percentage increase in sales attributed to the rebate program and the expected duration of this effect.

Section 511
during the October-November promotion period if the $XXX Power Down program rebate had not been available? RECORD PERCENTAGE _%; [998 Refused; 999 Don't know/Not sure/Can‘t remember] C. I want to make sure I understand you correctly when y...

AI summary The text discusses a survey evaluating the impact of the Power Down program rebate on the sales of ENERGY STAR clothes washers during the October-November promotion period. It explores how sales would be affected if the rebate was not available and asks about other rebates offered during the same period.

Section 514
ted that you were not satisfied with the program support and communications. Why were you not satisfied with the program support and communications? [PROBE FOR SPECIFIC REASONS. MULTIPLE RESPONSES.] Q44c1. [IF Q44c = 1 or 2] You indicated...

AI summary The text presents survey questions related to the evaluation of the 2010 NSPI Power Down Program, focusing on customer satisfaction with program support, communications, rebate amounts, and barriers to participation, as well as recommendations for improvement.

Section 516
9. Don‘t know / Refused NMR Evaluation of 2010 NSPI Power Down Program Page B55 I4. Is there someone else at this store who would be familiar with the stocking patterns or sales trends for the appliances that you sell? BACKGROUND 1. What i...

AI summary The text is a questionnaire assessing retailer participation in the 2010 NSPI Power Down Program, focusing on appliance sales and rebate distribution. It includes questions about job roles, product availability, awareness of the program, and concerns about participation.

Section 517
st heard about Power Down program? [If felt excluded] What actions, if any, did you take to become involved in the program? 6. Did you have any concerns about participating in the program? NMR Evaluation of 2010 NSPI Power Down Program Pag...

AI summary The document contains survey questions related to the 2010 NSPI Power Down Program, focusing on customer concerns, participation reasons, barriers to participation, and the program's impact on sales and store practices.

Section 518
r store? 12. Did you make any changes to your advertising and promotions for these appliances? (PROBE: media advertising (flyers, newspaper ads, radio, tv), in-store signage, shelf talkers) SALES SPECIFIC QUESTIONS APPLIANCES ENERGY STAR R...

AI summary The text includes questions about advertising changes for appliances and sales data on ENERGY STAR refrigerators during and before the Power Down program promotion in 2010. It also references a table with data related to the evaluation of the 2010 NSPI Power Down Program.

Section 519
ct-Dec Oct-Dec 2009 2010 Percent Rebated % % % Q34. [RECORD PERCENTAGE _%; 998 Refused; 999 Don't know/Not sure/Can‘t remember] E. [IF % SALES OF REBATED REFRIGERATORS ARE HIGHER IN NOV-DEC 2010 (COL. B) THAN IN JAN-OCT. 2010 (COL A)]: You...

AI summary The text presents survey questions about the impact of the Power Down program on the sales of ENERGY STAR refrigerators, specifically asking about the percentage of sales attributed to the rebate and whether the rebate influenced sales volume.

Section 522
ortant and 5 is extremely important. NMR Evaluation of 2010 NSPI Power Down Program Page B59 IF Q2B1=8 ENERGY STAR CLOTHES WASHERS Q38. I now have a few questions about your sales of clothes washers. E. Roughly what percent of ALL the clot...

AI summary The text includes a series of questions from an evaluation of the 2010 NSPI Power Down Program, focusing on the sales of ENERGY STAR clothes washers before, during, and after the program. The questions aim to determine the percentage of ENERGY STAR washers sold and later rebated by the program in different time periods.

Section 523
ct-Dec Oct-Dec 2009 2010 Percent Rebated % % % Q39. [RECORD PERCENTAGE _%; 998 Refused; 999 Don't know/Not sure/Can‘t remember] E. [IF % SALES OF REBATED CLOTHES WASHER ARE HIGHER IN NOV-DEC 2010 (COL. B) THAN IN JAN-OCT. 2010 (COL A)]: Yo...

AI summary The text presents a question (Q39) asking about the percentage of increased sales of ENERGY STAR clothes washers in November-December 2010 compared to earlier periods, attributing the increase to the Power Down rebate program. The document is part of an evaluation of the 2010 NSPI Power Down Program.

Section 525
period, besides the Power Down program rebates, were there any other rebates provided on ENERGY STAR clothes washers? 3. Yes 4. No 8. Refused 9. Don‘t know Q41B. [IF Q41A=YES]: Who offered the rebates and what was the value of the rebates?...

AI summary The text asks whether rebates were provided on ENERGY STAR clothes washers besides the Power Down program and inquires about the value of the rebates. It also asks about the importance of the Power Down Program rebate in influencing customer purchases and whether the program was marketed.

Section 526
Down program or the available rebates in any way? [Probe: flyers, newspaper ads, radio, tv, circulars, posters, in-store signage, shelf-talkers, direct mail, etc.] a. Why or why not? 14. During the past year that is between January and Oct...

AI summary The text consists of a series of questions directed at retailers regarding their advertising and rebate practices for ENERGY STAR appliances under the Power Down program. It inquires about media used, frequency of promotion, and methods of presenting and processing rebates.

Section 529
rier affecting customer participation? Any others? 25. Do you have any recommendations for improving the Power Down program? NMR Evaluation of 2010 NSPI Power Down Program Page B63 26. Approximately how many full-time equivalent workers ar...

AI summary The document includes questions about the Power Down program and its impact on customer participation, as well as evaluations of the 2010 NSPI Power Down Program and appliance retirement and replacement programs conducted by NMR Group, Inc. for Efficiency Nova Scotia Corporation.

Section 549
31.2 149.8 100% 31.2 149.8 Total Program 639.8 3,070.5 476.4 2,285.9 1 NMR conducted one in-depth interview with a participant from the Appliance Replacement program component. NMR determined that it was not appropriate to project the free...

AI summary The evaluation of the 2010 Appliance Retirement & Replacement Programs shows gross and net savings data for various appliance categories. NMR conducted an interview but found it inappropriate to use it for free ridership estimates, so no estimates were calculated for the Appliance Replacement program component.

Section 552
Findings and Recommendations Finding Recommendation ARR-F1. ARR-R1. Around four out of five respondents who retired each appliance Appliances picked up by any future program have the type (76% for refrigerators; 79% for freezers; and 80% f...

AI summary The Appliance Retirement Program had high free ridership (66%) and achieved savings goals despite this. Most respondents reported that replaced appliances were used frequently. The program should expand and improve screening to reduce free ridership and consider energy savings implications of appliance replacements.

Section 558
Findings and Recommendations Finding Recommendation ARR-F8. ARR-R8. According to one program contractor, the peak season for Promotions of any future program may want to appliance purchases is in the fall. coincide with peak appliance purc...

AI summary The document discusses findings and recommendations related to the Appliance Retirement Program. It highlights that marketing and advertising were key drivers of program awareness, with two-thirds of respondents learning about the program through advertising. The recommendation suggests aligning future promotions with peak appliance purchasing seasons and staging marketing efforts in waves for longer-term programs.

Section 559
they should consider staging marketing and advertising in waves to allow for sufficient marketing over the entire program period as well as allowing time for word-of-mouth to stimulate participation. ARR-F10. ARR-R10. By design, pilot prog...

AI summary The text discusses the importance of staged marketing and advertising for programs, the limitations of pilot programs in terms of time and geography, and the challenges faced by subcontractors due to short lead times in program implementation.

Section 561
n. NMR Evaluation of 2010 Appliance Retirement & Replacement Programs Page vi Findings and Recommendations Finding Recommendation ARR-F12. ARR-R12. The Appliance Retirement Program included a number of Close planning and coordination, and...

AI summary The Appliance Retirement Program faced communication challenges among multiple organizations involved, leading to issues such as delayed announcements and underprepared contractors. These problems contributed to lower participation in the second phase of the program.

Section 562
raints and the level of marketing and outreach also was significantly reduced for the second phase. These factors combined contribute to lower participation levels in the second phase of the program. Appliance Replacement The Appliance Rep...

AI summary The Appliance Replacement Program faced challenges in engaging the multi-family market due to limited resources and outreach, resulting in low participation. Despite these challenges, NMR recommends continuing the program to establish a presence in this sector, which offers significant energy savings potential.

Section 564
ipant. NMR Evaluation of 2010 Appliance Retirement & Replacement Programs Page vii relationships with multi-family landlords, property owners and managers which, in turn, can provide an opening for other future programs that may focus on t...

AI summary The text discusses the importance of understanding relationships with multi-family landlords and property managers to develop future energy efficiency programs. It highlights that splint incentives can be a barrier to energy efficiency improvements in the multi-family sector and provides recommendations from NMR to aid the DSM Administrator.

Section 565
f the Appliance Replacement Program, they also encompass NMR‘s experience in the multi-family sector from evaluations as well as program planning activities in other jurisdictions. Findings and Recommendations Finding Recommendation ARR-F1...

AI summary The appliance replacement program was successful in motivating participation through a combination of removal services and incentives. The participant replaced refrigerators due to their age and cost savings, with the rebate, discounted prices, and removal services being key factors in her decision.

Section 568
a Any future program should explore the following pilot, it had a limited target for the number of refrigerators to be potential opportunities in the multi-family sector: replaced. Program promotions consisted solely of cold calls to  Aff...

AI summary The text discusses challenges in engaging the multi-family sector for energy efficiency programs, highlighting split incentives as a barrier and suggesting strategies like targeting affordable housing property owners and bundling incentives to improve participation and effectiveness.

Section 578
2.2.3 Appliance Replacement Program Theory The Appliance Replacement program component was a pilot with primarily a Resource Acquisition objective of removing inefficient refrigerators from the grid and replacing them with energy efficient...

AI summary The Appliance Replacement Program aims to remove inefficient refrigerators from the grid and replace them with energy-efficient models, with a focus on resource acquisition and market transformation. Key activities include vendor contracts, marketing, installation, recycling, and rebate processing.

Section 584
primary refrigerators that were plugged in year round. We used the program‘s tracking database to determine the energy consumption of replacement refrigerators for the replacement program component. 3 AHAM (2010). Trends in Energy Efficien...

AI summary The evaluation of the 2010 Appliance Retirement & Replacement Programs involved calculating energy consumption adjustments for partial use and replacement equipment, and applying a free-ridership rate to estimate net savings attributable to the DSM Administrator.

Section 585
urvey8) The net savings estimates were multiplied by the total number of refrigerators and freezers retired through each program to develop total program savings attributable to the DSM Administrator. 3.1.1 Lab-to-On-site Factor Manufactur...

AI summary The document discusses the calculation of program savings by multiplying net savings estimates with the number of retired refrigerators and freezers. It introduces the lab-to-on-site factor, which adjusts manufacturer energy consumption estimates to account for real-world conditions such as door openings and ambient temperatures, using data from California's Appliance Retirement Program.

Section 591
341 1,405 706 706 Annual energy 1,437 1,001 1,106 1,005 consumption (kWh/year) Based on the consumption estimates and number of units listed in Table 3-2, the tracking database reported program savings of 4,841 MWh at the meter and 5,416 M...

AI summary The text discusses energy savings from an appliance retirement program, noting 4,841 MWh at the meter and 5,416 MWh at the generator after applying a line loss factor. It also outlines participant categories for refrigerators and freezers based on survey data and secondary research.

Section 611
s Meter Generator Meter Generator Energy Savings (MWh) 4,841 5,416 2,911 3,256 We calculated the demand savings for the replacement program by obtaining the ratio of all residential target peak demand savings to target energy savings for t...

AI summary The document discusses energy savings and demand savings calculations for an appliance replacement program, highlighting the replacement of refrigerators in multifamily residential buildings and their impact on energy consumption. Energy savings and demand savings are calculated using data from the tracking database and the 2010 DSM Targets.

Section 627
not uncommon in pilot programs that, in addition to being new, are generally operated for only a limited time. Many of these issues were associated with compressed program planning and communications. 4.2.1 Appliance Retirement Program Pla...

AI summary The Appliance Retirement Program faced challenges in planning and staffing due to a compressed timeline and limited lead time for contractors. The program's mid-June start date conflicted with the contractors' busy season, and issues with customer service, such as an unenabled website and untransferred phone lines, arose during the program's extension.

Section 630
4.3 Program Administration and Delivery 4.3.1 Internal Communications The ARR program included a wide variety of organizations who worked together to deliver the program. These organizations included: the DSM Administrator, a contractor an...

AI summary The ARR program involved multiple organizations, but faced internal communication challenges, particularly during the program's extension phase. Key issues included delayed notifications to contractors, lack of marketing in the second phase, and communication problems between the call center and contractors, which hindered program delivery and participation.

Section 632
rily to the expanded of hours of operation. NMR Evaluation of 2010 Appliance Retirement & Replacement Programs Page 34 4.3.2 Administrative Structure and Processes Out of necessity, many pilot programs are designed operate for a limited ti...

AI summary The document discusses the administrative structure and processes of the 2010 Appliance Retirement & Replacement (ARR) program. It notes that pilot programs are often limited in time and geography, which can hinder performance but also allow for quick evaluation. The ARR program faced challenges related to staffing and free-ridership, with suggestions for improving future programs.

Section 636
rating of four or five. Few respondents (7%) gave a rating of less than three. Most of these respondents said that there had been mix-ups in the scheduling or communications regarding the scheduling. Table 4-6: Ease of Scheduling Time for...

AI summary The text discusses participant feedback on the ease of scheduling time for appliance pick-up, with most respondents rating it as extremely easy. A participant also shared her experience with the Appliance Replacement program, highlighting the ease of signing up and scheduling through email.

Section 638
their appliance cited by the refrigerator group (28%) was that they had bought a new refrigerator; the single largest reason cited by the freezer (36%) and dehumidifier (33%) groups was the incentive.

AI summary The text discusses reasons for appliance replacement, noting that 28% of refrigerator owners cited purchasing a new unit, while 36% of freezer and 33% of dehumidifier owners cited incentives as the main reason.

Section 645
ated this program aspect as extremely influential. Within the dehumidifier group, 93% of respondents said the removal/recycling services had been extremely influential to their participation decision. Table 4-11: Influence of Free Removal/...

AI summary The evaluation of the 2010 Appliance Retirement & Replacement Programs highlights the significant influence of free removal/recycling services on participation decisions, particularly for dehumidifiers. In contrast, the DSM Administrator incentives received lower ratings, with only a fraction of participants considering them extremely influential.

Section 654
r fewer years (65%), one in four (25%) said they had used it as a secondary refrigerator for over ten years, and about one in seven (15%) had used it as a secondary refrigerator for over twenty years. Table 4-20: Length of Use for Secondar...

AI summary The text discusses the usage patterns of secondary refrigerators, freezers, and dehumidifiers among respondents who had them removed. It highlights that most appliances were used frequently, with many being in use for over ten years.

Section 660
1% Other 3% Don‘t know/refused 1% 4.9 Appliance Replacement Behaviors Respondents to the survey of Appliance Retirement participants were asked a series of questions regarding replacement of the appliances that they decided to recycle thro...

AI summary The survey of Appliance Retirement participants found that about half of those who recycled refrigerators and freezers, and three-quarters of those who recycled dehumidifiers, replaced the appliances with new ones of the same type. Most replacements were new appliances, with only a small percentage being used.

Section 669
ould have to pay by cash or check. She was also dissatisfied with the time required for rebate processing: she indicated that it had taken over two months for the program to send her the rebate check. 4.11.3 Staff and Contractor Perspectiv...

AI summary The Appliance Retirement program faced customer dissatisfaction due to issues with the call center, property damage during appliance removal, and eligibility of appliances. Complaints included long wait times, difficulty reaching representatives, and some customers were reimbursed for damaged property. The program also faced issues with appliance eligibility.

Section 671
7% No improvements needed 7% No recommendations 56% 4.12.2 Participant Perspectives – Appliance Replacement The one Appliance Replacement respondent gave only one suggestion for improving the program in the future. She suggested that the D...

AI summary The Appliance Replacement program received limited feedback, with one respondent suggesting better publicization. Program staff and contractors identified several areas for improvement, including geographic limitations, call center preparedness, and better understanding of multi-family budget schedules.

Section 714
Theory and Logic Model Review: 10. In general, how would you characterize the overall goals of the program—would you say that the program is primarily a Resource Acquisition program, where the focus is on delaying or displacing new power p...

AI summary The text outlines a series of questions for reviewing a program's goals, motivations, barriers to participation, and market impacts across short-, intermediate-, and long-term timelines. It also inquires about measurement indicators for program effectiveness.

Section 718
d of the program? When did it start? When will/did it end? Program Coordination and Communications 10. What organizations and individuals do you primarily interact with for this program? What is the nature of these interactions? How freque...

AI summary The text outlines a series of questions related to the coordination, communication, and tracking of the 2010 Appliance Retirement & Replacement Program. It asks about interactions with organizations and individuals, the nature and frequency of these interactions, and challenges faced in communication and collaboration. It also inquires about data tracking and reporting requirements.

Section 719
it provided? How frequently is it provided? Approximately how much of your organization‘s effort for the Appliance Retirement Program is spent on fulfilling data tracking requirements? 14. In general, how well do you think the program trac...

AI summary The text outlines a series of questions aimed at evaluating the Appliance Retirement Program, focusing on data tracking, program delivery processes, and customer participation. It seeks insights into the efficiency of data capture, program delivery timelines, challenges faced, and reasons for customer engagement.

Section 722
V5A. IF NO: Were there some units where the program did not pick up and replace a refrigerator? Why not? Do those units have refrigerators? On average, how old are the refrigerators in those units? V5B. IF NO: Were there some units where t...

AI summary The text contains questions about the Appliance Turn-in Program, including whether some units did not replace refrigerators, how multiple replacements occurred, and how participants learned about the program. It also asks about the fate of appliances after pickup and includes a response about recycling and handling hazardous materials.

Section 725
RFR1. Before you heard about the Nova Scotia Power appliance retirement program, had you already considered replacing the refrigerators in your building? 1. Yes 2. No 98. (Don‘t know) 99. (Refused) RFR2. Why did you decide to replace the r...

AI summary The text contains survey questions related to the Nova Scotia Power appliance retirement program, focusing on participants' prior actions, motivations for participation, and hypothetical actions in the absence of the program.

Section 735
Program Coordination and Communications 12. What organizations and individuals do you primarily interact with for this program? What is the nature of these interactions? How frequently are you in contact with them? [PROBE IF NOT MENTIONED:...

AI summary The text outlines a series of questions related to program coordination, communication, and reporting for the Appliance Retirement Program. It inquires about interactions with organizations and individuals, vendor relationships, and challenges in communication and collaboration. It also asks about data tracking and reporting requirements.

Section 736
s it provided? How frequently is it provided? Approximately how much of your organization‘s effort for the Appliance Retirement Program is spent on fulfilling data tracking requirements? 17. In general, how well do you think the program tr...

AI summary The text includes questions about data tracking requirements for the Appliance Retirement Program, the efficiency of the program tracking and reporting process, and the program delivery process. It asks about data capture, communication, and improvements. NMR is mentioned as the entity involved.

Section 738
20. Are there any factors inhibit your ability to effectively perform any part of the program delivery process? IF YES: What are they? How can these be addressed? What impact do you think addressing them will have on your effectiveness and...

AI summary The text outlines a series of questions aimed at assessing the effectiveness of a program delivery process, including challenges, successful aspects, and opportunities for improvement. It also explores customer awareness, participation rates, and satisfaction with the Appliance Retirement program.

Section 751
NMR Evaluation of 2010 Existing Houses Program Page I Executive Summary This report presents the results of the 2010 impact and process evaluation of the EnerGuide for Existing Houses (EEH) program conducted by NMR Group, Inc. (NMR). NMR c...

AI summary This report evaluates the 2010 EnerGuide for Existing Houses (EEH) program, finding that it exceeded its energy and demand savings goals. The evaluation was conducted by NMR Group for Nova Scotia Power and Efficiency Nova Scotia Corporation, using interviews and HOT2000 reports to assess program impact.

Section 752
MWh of energy savings and 2,174 kW of demand savings. These evaluated program savings substantially exceeded the program‘s goal of 4,930 MWh of energy savings and 1,410 kW of demand savings (Table 1). Table 1: 2010 Program Energy Savings P...

AI summary The 2010 Existing Houses Program achieved significant energy and demand savings, exceeding its goals. The evaluation highlights potential double counting of savings due to funding from multiple agencies, including Natural Resources Canada.

Section 754
Findings and Recommendations The EnerGuide for Existing Homes program has been somewhat confusing for potential participants since the withdrawal of the rebates from NRCan in March 2010. In March, 2010 NRCan announced that new participants...

AI summary The EnerGuide for Existing Homes program exceeded its energy and demand savings goals despite confusion caused by the withdrawal of federal rebates and administrative changes. The program faces uncertainty about its continuation past March 31, 2011, which has affected delivery infrastructure and prompted NMR to emphasize the importance of maintaining relationships with Delivery Agents.

Section 755
ire the DSM Administrator to regain the trust and confidence of Delivery Agents and to re- build the program delivery infrastructure. While an assessment of market potential is beyond the scope of this evaluation, even a cursory review of...

AI summary The text discusses the need to rebuild trust and infrastructure for the DSM Administrator and highlights the potential for energy savings through home retrofits in Nova Scotia, citing data from Natural Resources Canada on housing stock and energy use.

Section 757
Program Design & Delivery Findings Recommendations EEH-F1. EEH-R1. When approaching program design the DSM Administrator should In the near term, the DSM Administrator should consider the keep in mind that the Delivery Agents have had to l...

AI summary The DSM Administrator is advised to consider incorporating Delivery Agents into existing residential programs and to conduct a market potential study if federal funding from NRCAN is unavailable, to assess customer interest and program viability based on provincial and local funding sources.

Section 758
convince Delivery Agents about the market opportunity and the value of working with the program. EEH-F3. EEH-R3. The program changes caused a lot of misunderstanding among The DSM Administrator will need to work to regain the trust and Del...

AI summary The program changes caused confusion and frustration among Delivery Agents, who were hesitant to engage with the program until issues were resolved. There were also challenges related to the use of HOT2000 software and the need for better coordination with NRCan to facilitate data sharing and improve evaluation processes.

Section 759
which would aid in program evaluations. EEH-F5. EEH-R5. The 2009 evaluation had found that the EEH program puts the full Any future program should consider creating a list of contractors burden of contractor selection on the customer and d...

AI summary The 2009 evaluation of the EEH program highlighted issues with contractor selection and lack of training. It recommended pre-approved, certified contractors to improve program effectiveness and reduce liability for the DSM Administrator.

Section 762
Program Marketing and Outreach Findings Recommendations EEH-F7. EEH-R7. NRCan‘s announced withdrawal of federal rebates in March 2010 A new program would have to work hard to build awareness and coincided closely with the announcement of t...

AI summary The withdrawal of federal rebates and the transition of DSM program administration led to public confusion and reduced marketing efforts. Delivery agents lacked resources, and word-of-mouth was a primary source of awareness, suggesting the need for stronger marketing strategies.

Section 770
1 Program Description and Data Tracking The 2010 EnerGuide for Existing Houses (EEH) program was primarily administered by Conserve Nova Scotia (CNS) and encouraged homeowners in Nova Scotia to improve the energy efficiency of their houses...

AI summary The 2010 EnerGuide for Existing Houses (EEH) program in Nova Scotia was administered by Conserve Nova Scotia and initially partnered with Natural Resources Canada's ecoENERGY Retrofit Homes program. Federal rebates were discontinued in March 2010, and the program ended on March 31, 2011, with no decision made on its continuation. The program involved pre-retrofit evaluations, retrofit activities, and post-retrofit evaluations.

Section 772
ings. NMR Evaluation of 2010 Existing Houses Program Page 2 vary depending upon the measures installed. For houses with electricity as its primary heating source, the DSM Administrator pays for all of the provincial government‘s share of t...

AI summary The document discusses the 2010 Existing Houses Program, which provides rebates for electricity-related upgrades in homes with electric heating systems. The DSM Administrator covers provincial government rebates and offers additional incentives for eligible homes and small multi-unit residential buildings.

Section 773
funding the provincial government‘s rebates for houses that have electric heating, the DSM Administrator‘s contribution to the EnerGuide for Existing Houses program covers the following DSM measures:

AI summary The DSM Administrator contributes to the EnerGuide for Existing Houses program, which provides funding for provincial government rebates for houses with electric heating, covering specific DSM measures.

Section 777
1.1 Program Theory Program Background The 2010 EnerGuide for Existing Houses (EEH) program was primarily administered by Conserve Nova Scotia (CNS) and encouraged existing home owners in Nova Scotia to improve the energy efficiency of thei...

AI summary The 2010 EnerGuide for Existing Houses (EEH) program aimed to improve energy efficiency in Nova Scotia homes through market transformation and resource acquisition. It involved pre-retrofit evaluations, retrofit activities, and post-retrofit evaluations, with support from Natural Resources Canada and the provincial government. The program was administered by Conserve Nova Scotia and the DSM Administrator.

Section 783
vings reduce the need for new generation. NMR Evaluation of 2010 Existing Houses Program Page 6 1.2 Logic Model Figure 1-1: EnerGuide Existing Houses Program Logic Model NMR Evaluation of 2010 Existing Houses Program Page 7 2 Impact Evalua...

AI summary The evaluation of the 2010 Existing Houses Program (EEH) involved reviewing program records and comparing pre- and post-audit data to estimate energy savings. The NMR team calculated savings per EnerGuide point and applied these to the program’s tracking database, revealing 9.72 GWh of meter savings and 10.88 GWh of generator savings for 2010.

Section 784
Wh of energy savings at the meter and 10.88 GWh of energy savings at the generator. (Table 2-1)[10][11] Generator savings were calculated by applying a line loss factor of 1.1188 to the meter savings. Table 2-1: Tracking Database Savings—2...

AI summary The document discusses energy savings calculations for a program, distinguishing between savings at the meter and at the generator. It uses a line loss factor to adjust meter savings to generator savings and references the use of EnerGuide point savings and prescriptive measure savings from the Low Income Houses program.

Section 785
he prescriptive savings values were applied to all of the prescriptive measures rebated by the DSM Administrator. Table 2-2 shows each of the measures and the associated estimates of savings values. 9 Drain water heat recovery measures, pr...

AI summary The document discusses the application of prescriptive savings values to various energy efficiency measures in the DSM program, including the correction of errors in the tracking spreadsheet that excluded some participants, ensuring all 2010 program participants were included in the savings calculations.

Section 802
1,516 9,723 10,878 9,571 10,708 Evaluated prescriptive savings only were applied to the 48 participants that underwent a fuel switch 24 The tracking database only calculated savings for 1,312 participants using the EnerGuide point system....

AI summary The evaluation of the 2010 Existing Houses Program showed that it achieved nearly double the targeted energy savings with slightly over half the number of projects. The program's demand savings were calculated using a 6.5 energy-to-demand ratio and additional ETS measures, resulting in significant savings at both the meter and generator levels.

Section 803
ur initial estimates.26 We found that the total demand savings from all ETS measures was 1,085 kW, resulting in total demand savings of 2,557 kW at the meter and 2,861 kW at the generator. (Table 2-7) Table 2-7: Gross Savings Evaluated Imp...

AI summary The evaluation of the 2010 Existing Houses Program found that total demand savings from ETS measures was 1,085 kW, leading to 2,557 kW savings at the meter and 2,861 kW at the generator. These estimates are based on prescriptive savings values from the program's tracking data.

Section 815
(0%)  FR3b = No (50%)  FR3c = Yes; FR3ci = Somewhat (25%)  FR3d = Yes (50%) 2.6.3.2 Program Influence In order to determine the influence of the program on respondents, they were asked to rate the influence of three program elements on...

AI summary The text discusses the influence of a program on respondents' decisions to install energy-efficient measures, with ratings indicating varying levels of influence. It also describes a method used to assess the impact of budget constraints on program participation, adjusting free-ridership rates based on respondents' ability to afford projects without the program.

Section 817
16, 2003 NMR Evaluation of 2010 EnerGuide for Existing Houses Program Page 18 2.7 Energy Savings Estimation Table 2-11 presents the final estimates of savings for the EEH program including the impact of free- ridership. The evaluated energ...

AI summary The evaluation of the 2010 EnerGuide for Existing Houses (EEH) program indicates that it exceeded its energy and demand savings goals. The program achieved 7,274 MWh of energy savings and 1,943 kW of demand savings, surpassing the 2010 DSM plan's targets of 4,930 MWh and 1,410 kW, respectively.

Section 820
70 +9.6% NMR Evaluation of 2010 EnerGuide for Existing Houses Program Page 20 3.2 Program Goals and Design The 2010 EEH program had a target of 4,930 MWh of energy savings and 1,410 kW of demand savings. The 2010 EEH program was jointly sp...

AI summary The 2010 EEH program aimed for 4,930 MWh of energy savings and 1,410 kW of demand savings, jointly sponsored by the DSM Administrator, CNS, and NRCan. NRCan abruptly ended rebate support in March 2010, though they continue administrative support. The program's end date is March 31, 2011, with no confirmation of continuation or replacement.

Section 821
am may take its place if EEH does not continue. In 2010, the program contracted with six competitively-selected service providers, termed ―Delivery Agents,‖ to provide services throughout Nova Scotia. 3.2.1 Exit of NRCan NRCan suddenly end...

AI summary The EEH program faced significant challenges following the sudden withdrawal of NRCan funding in 2010, leading to reduced participation, staff layoffs, and confusion among Delivery Agents. The program's primary goal was to improve energy efficiency, but the loss of federal funding was seen as critical to its continuation.

Section 825
he measures rebated by the program. NMR Evaluation of 2010 EnerGuide for Existing Houses Program Page 22 3.5 Program Tracking and Reporting Delivery Agents were responsible for using the HOT2000 software from NRCan to create audit reports...

AI summary The 2010 EnerGuide for Existing Houses Program involved Delivery Agents using HOT2000 software from NRCan to create audit reports for the EEH program. Issues with information sharing between NRCan, CNS, and the DSM Administrator hindered data retrieval. Consolidation under ENSC may resolve these issues, but collaboration with NRCan is needed for effective data exchange.

Section 903
Customer Issues 26. In general, how aware and knowledgeable are consumers in your service territory about the program? How important do you think it is to increase consumer awareness levels about the program? Why do you feel this way? What...

AI summary The text outlines a series of questions aimed at understanding customer awareness and participation in a program. It explores how consumers learn about the program, outreach efforts, barriers to participation, and the impact of Nova Scotia Power’s involvement.

Section 926
only about one in eight participants (13%) reported that they found out about the program through word-of-mouth. LIH-F8. LIH-R8. The DSM Administrator (via CNS) worked effectively with SNSMR Identifying eligible participants through the pa...

AI summary The DSM Administrator, through CNS, collaborated with SNSMR to identify income-eligible electrically heated households for the Heating Assistance Rebate Program. However, there was a misperception among delivery agents regarding eligibility criteria, leading to potential screening issues.

Section 931
designed. LIH-F14. LIH-R14. The Delivery Agents reported that the protocol for replacing The DSM Administrator should review and update the refrigerators and freezers was burdensome and that they were not guidebook for determining the manu...

AI summary The Delivery Agents reported that the protocol for replacing refrigerators and freezers was burdensome and that they lacked proper equipment to determine the age of appliances. Program staff suggested separating Scope I and Scope II audits to increase program cost effectiveness, and emphasized the need to involve Delivery Agents in decisions about program design changes.

Section 934
Program Delivery Structure and Design (continued) Finding Recommendation LIH-F16. LIH-R16. As reported in the 2009 evaluation, the LIH program tracking The DSM Administrator should introduce a unique information did not include a unique id...

AI summary The LIH program's tracking system lacks unique identifiers for participants, leading to inefficiencies. Delivery agents submit multiple invoices per home, increasing administrative burden. Recommendations include assigning unique identifiers early and integrating outreach and delivery agents for better program delivery.

Section 935
h Agent Integrate Outreach and Delivery Agents as full partners in and the participants they recruited, but not between the participants program delivery. Establish a feedback loop for Outreach and CNS. Both of the Outreach Agents reported...

AI summary The document highlights issues with communication and data tracking in the DSM program, including lack of resolution for customer complaints, inconsistent data formats, and discrepancies between installed measures and records. It recommends integrating outreach and delivery agents, providing online data tracking, and standardizing data entry.

Section 937
, and with the implementation of the requirement that reported to have been installed by Delivery Agents. participants sign off on the measures installed after the work has been performed.

AI summary The text discusses the requirement for participants to sign off on energy efficiency measures installed by Delivery Agents after the work has been completed, ensuring accountability and verification of installations.

Section 945
Electricity-saving measures eligible for funding from the DSM Administrator included:  Insulation of basement and/or crawlspaces, exposed floors, main walls and attics/ceilings in electrically heated homes;  Draft-proofing areas such as...

AI summary The DSM Administrator funds various electricity-saving measures in electrically heated homes, including insulation, draft-proofing, thermostat installation, and appliance upgrades. CNS contracted with three service providers to implement the 2010 program.

Section 948
1.1.1 Program Theory Program Background The LIH program is a Resource Acquisition program. As a Resource Acquisition program, LIH‘s primary goal is to increase the energy efficiency levels of low-income customer-owned households in Nova Sc...

AI summary The LIH program aims to improve energy efficiency in low-income households through a whole-house approach, with Scope I and Scope II measures. The DSM Administrator funds Scope I measures in electrically heated homes, and CNS identifies potential participants through various sources and outreach efforts.

Section 954
Program Barriers  Mistrust. Potential participants may not believe that the program is offered for free.  Information Sharing. Due to privacy concerns, participant information is not shared freely between the national and provincial gove...

AI summary The document outlines program barriers such as mistrust, information sharing challenges, and lack of a comprehensive participant pool. It also highlights short-term and mid-term outcomes, including increased energy knowledge, bill reductions, and improved comfort for low-income households.

Section 981
measure verification  AMP (electric focus): 968 kWh (Massachusetts), AMP and Low Income 15 and HEAT analysis tool  AMP (electric focus): 827 kWh (Rhode Island)  Baseload Program (no electric heat) net savings: Pre/post treatment/ compar...

AI summary The text presents energy savings data from various programs, including the AMP and HEAT analysis tool, with specific kWh savings reported from different regions and programs. It also references evaluation reports and studies on low-income household energy programs.

Section 982
AP%20Evaluation%20Report.pdf NMR Evaluation of 2010 Low Income Households Program Page 19 Table 2-10 presents the final estimates of savings for the LIH program based upon the billing analysis results described above. This table utilizes t...

AI summary The 2010 Low Income Households (LIH) Program achieved 800.3 MWh in energy savings at the meter and 895.4 MWh at the generator. The program had a 30% realization rate compared to the tracking estimate. Demand savings were estimated at 178 kW at the meter and 199.2 kW at the generator.

Section 986
Meter Generator Energy (MWh) 1,129 1,264 Demand (kW) 251 281.2 In the final analysis, however, the billing data approach was based on actual consumption data for the low income population and thus may be considered more reliable than extra...

AI summary The evaluation of the 2010 Low Income Households (LIH) program used billing data for low-income households, which was considered more reliable than estimates from Conserve Nova Scotia's survey. The program's process evaluation involved interviews and surveys to assess its effectiveness in implementing energy-saving measures in low-income homes.

Section 987
gy-saving measures in residential low income customer-owned households. The DSM Administrator‘s funding is directed to DSM measures that target cost-effective electrical energy savings opportunities. 3.1 Methodology 3.1.1 In-depth Intervie...

AI summary The document outlines the methodology used to evaluate the 2010 Low Income Households Program, including in-depth interviews with program administrators and participants, and a telephone survey to assess satisfaction, program effectiveness, and areas for improvement.

Section 988
Participant demographics NMR Evaluation of 2010 Low Income Households Program Page 22 3.1.3 Sampling Error In 2010, there were 680 unique participants in LI REAP who received a rebate from the DSM administrator for electric upgrades that w...

AI summary The text discusses the evaluation of the 2010 Low Income Households Program, focusing on sampling error. It mentions 680 unique participants who received rebates for electric upgrades, and a sample size of 62 with a 10.0% sampling error at the 90% confidence level.

Section 990
3.2 Program Design and Administration The 2010 Low Income Households (LIH) program operated in concert with the Conserve Nova Scotia Residential Energy Affordability Program (REAP) which had overall administrative responsibility for the pr...

AI summary The 2010 Low Income Households (LIH) program operated in conjunction with the Conserve Nova Scotia Residential Energy Affordability Program (REAP), which managed administrative responsibilities. The program included two types of energy efficiency upgrades, with different funding structures based on heating sources. Three Delivery Agents implemented the program in 2010, with one leaving due to an unsuccessful bid to remain.

Section 995
r to perform the Scope I upgrades. The EnerGuide audit would not be performed for homes receiving only Scope II upgrades. While they had heard about the discussions regarding separating Scope I and Scope II audits, at the time of the in-de...

AI summary The document discusses the implementation of the REAP program by Delivery Agents, including the distinction between Scope I and Scope II upgrades, and the challenges associated with separating the audits. The DSM administrator is considering these challenges during the program redesign.

Section 996
S program manager believed that the program was running more smoothly than last year, particularly because the Delivery Agents had become accustomed to the data requirements of the DSM Administrator.

AI summary The program manager noted improved program operations compared to last year, attributing the improvement to Delivery Agents becoming more familiar with the data requirements of the DSM Administrator.

Section 997
3.4 Production of Participant Lists In 2010, the proportion of participants recruited through DCS decreased while the proportion recruited by the Outreach Agents increased. In addition, a third recruitment method was implemented to generat...

AI summary In 2010, the recruitment of participants for energy efficiency programs in Nova Scotia shifted from DCS to Outreach Agents, with a third method introduced through CNS and SNSMR. While this method was deemed cost-effective, it led to an insufficient number of participant names, causing inefficiencies and inconsistent work for Delivery Agents. Screening processes were also criticized as inadequate.

Section 1000
3.5 Role of the Outreach Agents The Outreach Agents were responsible for recruiting eligible low-income homeowners who heated their homes primarily with electricity. The service territory was divided between the two Outreach Agents. One Ou...

AI summary The Outreach Agents were responsible for recruiting low-income homeowners in Nova Scotia for a program, using various methods like flyers, community organizations, and radio ads. They fell short of recruitment goals and identified the Good Neighbour Energy Fund as a successful source of applicants.

Section 1007
been done over the summer. The one exception was that as a result of the new water heater wrap and insulation, she was now getting hot water immediately. The customer was very happy with the work. NMR Evaluation of 2010 Low Income Househol...

AI summary The document discusses a survey of participants in the 2010 Low Income Households Program, focusing on eligibility criteria and heating practices. It highlights that participants primarily use electricity for heating water (100%) and space heating (73%).

Section 1021
because the Delivery Agents did not actually install all of the measures recorded in the program tracking records. Table 4-5: Verification of Measures Installed

AI summary The text discusses discrepancies between the program tracking records and the actual installation of measures by the Delivery Agents, as highlighted in Table 4-5, which verifies the measures installed.

Section 1023
5 100% freezer replacement Second refrigerator and freezer 3 100% 2 50% 50 removal Electric kettle with auto shut-off 26 77% 23 11 82% 18 Power bars to facilitate reduction in β 33 64% 36 15 93% 7 standby electricity loss Replacement of ce...

AI summary The evaluation of the 2010 Low Income Households Program indicates that nearly one in five respondents received measures not tracked in the DSM Administrator database, such as fans and child safety plugs. There was confusion regarding the inclusion of televisions and lamps in the program.

Section 1032
66% 60% No 29 35 DK/Refused 5 5 More than one-half of the respondents (51%) now turn off lights when they may not have before. Additionally, over one in five (22%) now set their heating thermostats lower and turn off appliances. (Table 4-1...

AI summary The data shows that 51% of respondents now turn off lights, and 22% set their heating thermostats lower and turn off appliances. These behavioral changes were observed in a survey of low-income households, with a sample size of 36 in 2009 and 37 in 2010.

Section 1128
................................ 13 NMR Evaluation—2010 New Houses Program Page 1 1 Executive Summary This report presents the results of the process and impact evaluation of the 2010 New Houses (NH) program conducted by NMR Group, Inc. (N...

AI summary This report evaluates the 2010 New Houses program, focusing on its process and impact. Key changes included a new building code requiring EnerGuide ratings and a transition to the PerformancePlus program. The evaluation involved surveys and interviews to assess program administration, satisfaction, and barriers to participation.

Section 1129
tion explored issues that included program administration, satisfaction, motivation, barriers to participation and how the rebates incentivized participants to implement energy efficiency measures. NMR Evaluation—2010 New Houses Program Pa...

AI summary The impact evaluation of the 2010 New Houses Program found that it achieved 680 MWh of energy savings and 810 kW of demand savings, falling short of the energy savings target of 2,000 MWh but exceeding the demand savings target of 640 kW. Net savings were calculated using a 46% net-to-gross ratio.

Section 1146
r heating systems  Electric water heater pipe wrap  Aluminum foil or fibreglass electric water heater tank wrap  At least 10 energy efficient lights in fixtures 3 Conserve Nova Scotia also provided rebates for other non-electric measure...

AI summary The text outlines specific energy efficiency measures for heating systems and electric water heaters, including rebates provided by Conserve Nova Scotia. It also mentions the exclusion of R-2000 from the DSM program and provides a detailed description of R-2000 certification standards. The document references the Nova Scotia Home Builders' Association for more information on R-2000.

Section 1162
NMR Evaluation—2010 New Houses Program Page 14 3 Impact Evaluation 3.1 Methodology The NMR team‘s approach to evaluating the 2010 impacts of the NH program was based on a review of the program records to assess the approach taken by the DS...

AI summary The NMR team evaluated the 2010 New Houses Program by reviewing program records and tracking data to assess savings calculations and adjust estimates. A sample of homes was used to update baseline characteristics and calculate savings using HOT2000 and REM/Rate software. Free-ridership rates were determined via a survey of 47 participants. Total tracked savings for 2010 were 1,700 MWh at the meter and 1,900 MWh at the generator.

Section 1188
As of January 17, 2011, the 2010 new houses program had a total of 260 participants resulting in an estimated 1,321 MWh of gross savings at the meter and 1,478 MWh at the generator. Initial demand estimates for the new houses program were...

AI summary The 2010 new houses program had 260 participants and achieved estimated energy savings of 1,321 MWh at the meter and 1,478 MWh at the generator. Initial demand savings were calculated using an energy-to-demand ratio of 6.8, but this was validated with a ratio of 7.5. Additional demand savings from ETS units were included, resulting in total demand savings of 1,574 kW at the meter and 1,761 kW at the generator.

Section 1189
Total Savings (MWh) 1,321 1,478 Demand Savings (kW) 1,574 1,761 3.5 REM/Rate Validation of HOT2000 In the final segment of our analysis, we compared the calculated savings for a sample of program homes using both the HOT2000 software and R...

AI summary The document compares energy savings calculations from HOT2000 and REM/Rate software for the 2010 New Houses Program. It highlights the use of REM/Rate for validation, noting its widespread adoption in the U.S. and its use by the EPA for the ENERGY STAR Homes program. The analysis aims to verify the accuracy of HOT2000 in modeling program savings.

Section 1199
0% FR4d. The EnerGuide label and designation itself 0 (DK) 25% Program Influence Score = maximum of FR4a, FR4b, FR4c, or FR4d. Table 3-15: Builder NH Free-ridership Screening and Cross-check Questions Free- Question Question Responses Ride...

AI summary The text presents a portion of a free-ridership screening questionnaire used to assess whether participants in the EnerGuide for New Houses program would have undertaken energy efficiency upgrades without the incentive. The questions focus on pre-program intentions and budget considerations.

Section 1207
MWh) 2,000 1,702 1,905 608 680 Demand (kW) 640 Na Na 724 810 NMR Evaluation—2010 EnerGuide for New Houses Program Page 33 4 Process Evaluation 4.1 Methodology The 2010 process evaluation of the NH program was based on a telephone survey of...

AI summary The 2010 process evaluation of the EnerGuide for New Houses Program involved telephone surveys of builders and homeowners, as well as in-depth interviews with program staff and a delivery agent. The evaluation covered program delivery, tracking, and participant satisfaction.

Section 1208
ing Error Table 4-1 shows the estimated population, sample size and sampling error for the telephone survey. For the participant survey, the sampling error was +10.88% at the 90% confidence level. Table 4-1: Sample Size and Sampling Error...

AI summary The 2010 EnerGuide for New Houses Program was administered by Conserve Nova Scotia, with rebates provided for energy efficiency upgrades. Three Delivery Agents and eight Energy Advisors were involved in the program, which included evaluating building plans and verifying completed upgrades.

Section 1212
Table 4-2: Sources of Program Information (Base: Builders, owners; multiple response) 2009 2010 Builders Homeowners Total Builders Homeowners Total Sample size 13 10 23 4 43 47 Home builder 1 2 3 12 12 Newspaper ad or story 1 1 9 9α Home s...

AI summary The table presents data on sources of program information for builders and homeowners in 2009 and 2010, highlighting the distribution of information channels used by respondents. It includes data on sample sizes and the number of responses from various sources such as home builders, newspaper ads, word of mouth, and the Nova Scotia Power website.

Section 1234
four builders indicated that their budgets could have accommodated the full cost, including the incentives, of the energy efficient upgrades they had incorporated into the participating houses. NMR Evaluation—2010 EnerGuide for New Houses...

AI summary The text discusses a survey where 80% of homeowners and 75% of builders indicated that their budgets could have accommodated the full cost of energy efficient upgrades, including incentives, in the 2010 EnerGuide for New Houses Program.

Section 1251
4.12 Program Strengths/Weaknesses 4.12.1 Delivery Agent Perspective The Delivery Agent indicated the following strengths and weaknesses about the program: Strengths:  The major accomplishment of the program was the prescriptive measures o...

AI summary The document discusses the strengths and weaknesses of a demand-side management program from the perspectives of the Delivery Agent and Program Staff. Strengths include prescriptive measures and increased rebates, while weaknesses involve confusion among builders and administrative complexity.

Section 1299
10. What are the major components and activities of the program, and what are they intended to accomplish? a. In the short term? b. Intermediate term? c. Long term? 11. What are the key outputs from each activity? 12. Is there any sequence...

AI summary The questions focus on the structure, sequence, and measurement of program activities, outputs, and outcomes over short, intermediate, and long-term periods. They also explore assumptions related to resource availability, customer motivation, and program effectiveness.

Section 1308
manager at Nova Scotia Power? What is the nature of these interactions? How frequently are you in contact with Brian Hayes, the program manager at Conserve Nova Scotia? What is the nature of these interactions? Do you have any contacts wit...

AI summary The text outlines a series of questions regarding interactions between program managers, delivery agents, and other organizations involved in energy efficiency programs. It explores the frequency and nature of these interactions, potential efficiencies, and challenges in communication and collaboration.

Section 1313
22. In general, which parts of the program process do you think work particularly well? Why? Which parts work less well? Why? 23. Do you have any other suggestions for improving the program delivery process? Builder Issues 24. How aware an...

AI summary The text outlines a series of questions aimed at evaluating the effectiveness of a program, focusing on builder and customer awareness, participation, and suggestions for improvement. It seeks feedback on which aspects of the program process work well or poorly and explores ways to enhance outreach and engagement.

Section 1328
50-2 Howard Street, Somerville, MA 02144 Phone: (617) 284-6230 Fax: (617) 284-6239 www.nmrgroupinc.com Evaluation of 2010 Efficient Lighting Products Direct Install Program

AI summary The document provides an evaluation of the 2010 Efficient Lighting Products Direct Install Program, which aimed to promote the installation of energy-efficient lighting products.

Section 1341
PACE ............................................................................................................ 42 TABLE 4-25: FULL-TIME EQUIVALENT WORKERS ....................................................................................

AI summary This report evaluates the 2010 Efficient Lighting Products Direct Install Program, conducted by NMR Group, Inc. for Nova Scotia Power and Efficiency Nova Scotia Corporation. It includes process and impact evaluations, comparing results from 2008, 2009, and 2010. The evaluation involved interviews and surveys to assess program implementation and outcomes.

Section 1342
s with DSM Administrator staff and the implementation contractors, as well as telephone surveys with program participants. All the interview guides and survey instruments were developed by NMR staff. Impact Evaluation Findings The DI progr...

AI summary The DI program has been performing well, exceeding its energy and demand savings goals in 2010. Energy savings were estimated at 25,233 MWh and demand savings at 5,291 kW, surpassing the targets of 19,960 MWh and 3,240 kW respectively. The findings are based on interviews and surveys conducted by NMR staff.

Section 1343
LED Exit Lights 1,957 410 83% 1,624 341 Total program 32,617 6,839 77% 25,233 5,291 Findings and Recommendations Despite changes to the free-ridership calculations from year to year, both the CFL and LED free-ridership rates remained stati...

AI summary The evaluation of the 2010 Efficient Lighting Products Direct Install Program found that free-ridership rates for CFLs remained stable, with many businesses already installing CFLs before the program. In contrast, LED exit light adoption was lower, suggesting a need to reconsider program incentives and design.

Section 1344
rtion of the cost for the energy efficiency measures offered by the program and to continue to offer installation services for free. Detailed findings and recommendations are provided below. Customer Awareness, Motivations and Barriers Fin...

AI summary The Direct Install (DI) program's evaluation highlights that email became a more effective method for customer awareness compared to phone calls. Customers were primarily motivated by financial benefits, such as energy cost savings, as the program offered free installation and energy-efficient measures.

Section 1345
articipant. NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page III

AI summary The document evaluates the 2010 Efficient Lighting Products Direct Install Program, focusing on its implementation and outcomes. It provides an analysis of the program's effectiveness in promoting energy efficiency through direct installation of efficient lighting products.

Section 1346
Customer Awareness, Motivations and Barriers (continued) Finding Recommendation DI-F3. DI-R3. As in 2008 and 2009, the majority of 2010 respondents (97%) Since the majority of DI program participants have reported no prior participation in...

AI summary The majority of DI program participants in 2010 had no prior participation in energy efficiency programs, highlighting the importance of the DI program's positive impact. Lack of time was the top barrier to pursuing additional energy efficiency measures, with some respondents unable to provide a reason for not pursuing them.

Section 1347
ason that they information for identifying other energy efficiency had not pursued additional energy efficiency measures. This may measures they could implement. With the expansion indicate that respondents didn‘t have the time to research...

AI summary Respondents indicated that they did not pursue additional energy efficiency measures due to lack of time and awareness. Some also cited a lack of available financing as a barrier. The DI installation teams are encouraged to provide region-specific contact information for SBLS delivery agents. A potential financing program for energy efficiency measures is suggested.

Section 1348
local banks. NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page IV

AI summary The document evaluates the 2010 Efficient Lighting Products Direct Install Program, focusing on its implementation and outcomes. It highlights the role of NMR in the process and discusses the program's impact on energy efficiency and customer participation.

Section 1349
CFLs Finding Recommendation DI-F6. DI-R6. Nearly seven out of ten 2010 respondents (69%) reported that Consider adjusting incentive levels for CFLs. This they were aware of the benefits of CFLs; about two out of five may, for example, incl...

AI summary The DI program's findings show that a significant number of businesses were already aware of CFL benefits and had installed them before participating. However, even after participation, many businesses still had unoccupied screw-based sockets, indicating potential for further CFL installation.

Section 1350
contain CFLs even after participating in the program. In addition, nearly one in five respondents (19%) said that fewer than 50% of their sockets contained CFLs after participating in the program. NMR Evaluation of 2010 Efficient Lighting...

AI summary The evaluation of the 2010 Efficient Lighting Products Direct Install Program found that nearly 19% of participants had fewer than 50% of their sockets containing CFLs even after participating in the program, indicating incomplete adoption of energy-efficient lighting.

Section 1351
in the program. NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page V LEDs Finding Recommendation DI-F8. DI-R8. About two out of five respondents (44%) reported that they had Given the unchanged awareness levels...

AI summary The 2010 Efficient Lighting Products Direct Install Program had limited impact on LED exit light adoption. Most participants were not aware of LED benefits before the program, and few had installed LEDs prior to or after participation. Despite the program, many exit signs still lacked LEDs, indicating a need for more active promotion and installation efforts.

Section 1352
that 30% of their exit signs did not contain LEDs. In addition, nearly three out of ten respondents (27%) said that even after participating in the DI program none of their exit signs contained LEDs. Satisfaction with the Program Finding R...

AI summary The evaluation of the 2010 Efficient Lighting Products Direct Install Program found that 30% of exit signs did not contain LEDs, and 27% of respondents reported no LED exit signs even after participating in the program. Overall, 97% of respondents were satisfied with the program, and 85% were very satisfied.

Section 1355
thin the small business sector. NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 2 Table 2-3: Types of Lighting Retrofits Offered Measure Offered 2008 2009 2010 13 watt mini-twister CFL Yes Yes Yes 16 watt min...

AI summary The 2010 Direct Install Program continued to offer efficient lighting retrofits, including CFLs and LED exit lights, and utilized local Chambers of Commerce and Business Improvement Areas for promotion. Word-of-mouth marketing reduced the need for outbound calling in 2009 and 2010.

Section 1357
2.1.1 Program Theory The program theory and logic model was updated to reflect any changes to the program compared to 2009. The program theory and logic model are included below. Program Background The Efficient Lighting Products – Direct...

AI summary The Direct Install Program for 2010 aims to transform the market for efficient lighting products by promoting the adoption of CFLs and LED exit lights. It seeks to close the gap in awareness and usage of CFLs in the commercial sector and replace incandescent lights with energy-efficient alternatives. The program also aims to increase market acceptance of these technologies through broader customer participation.

Section 1359
25th, 2010 3 See Table 4-11. NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 3

AI summary The document evaluates the 2010 Efficient Lighting Products Direct Install Program, referencing Table 4-11 for data. The evaluation is conducted by NMR.

Section 1360
The DI program's marketing and outreach channels include direct contact through a subcontractor, the program contractor, and partnerships with local business associations such as chambers of commerce and business improvement areas. Program...

AI summary The DI program utilizes various marketing and outreach strategies, including partnerships with local business associations, direct contact by trained representatives, and on-site visits to promote and install energy-efficient lighting products in small businesses.

Section 1361
areas to partner with the program.  Telephone outreach. The telephone calls made by trained representatives generate interest among potential participants.  On-site visits. Sufficient training is provided to representatives that visit cu...

AI summary The document outlines the implementation and effectiveness of the Efficient Lighting Products Direct Install Program, detailing outreach methods, installation processes, and the benefits of switching to energy-efficient lighting for small businesses in Nova Scotia.

Section 1363
 Transfer of understanding. Small business owners will remember the energy and bill savings they realized from participating in the program and consider energy efficient options when making decisions to purchase other energy using equipme...

AI summary The document outlines program barriers and short-term outcomes for the Direct Installation (DI) program. Barriers include liability concerns, perceptions of lighting quality, and inaccessibility of equipment. Short-term outcomes highlight increased awareness and participation in the program through various outreach methods.

Section 1364
 Customers allow DI representatives to install CFLs and LEDs. After becoming aware of the opportunities offered by the program, customers allow DI program representatives to install qualifying equipment: o 13 Watt, 23 Watt, 14 Watt (R20)...

AI summary The Direct Install Program (DI) allows small businesses to have energy-efficient lighting installed by program representatives, leading to increased energy savings and awareness. The program aims to transform market practices by promoting the adoption of energy-efficient lighting as standard practice, resulting in long-term energy savings.

Section 1365
Model NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 7 2.2 Program Tracking The subcontractor tracked installations and also conducted brief satisfaction calls with participants after lights were installed....

AI summary The 2010 Efficient Lighting Products Direct Install Program tracked installations by recording business details, installation data, and energy savings. The subcontractor collected information on the types and quantities of lighting products installed, wattage replaced, and estimated energy savings, though limited data was recorded on the pre-existing conditions of exit signs.

Section 1366
e-existing conditions. NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 8 3 Impact Evaluation The NMR team evaluated the impacts of the 2010 Efficient Products Direct Install Program through on- site visits to...

AI summary The NMR team evaluated the 2010 Efficient Products Direct Install Program by conducting on-site visits and applying engineering algorithms to estimate site-level energy savings. A total of 41,349 MWh in energy savings was tracked across 5,447 locations, with the majority of installations being 13W CFL twist style bulbs.

Section 1367
ing purposes Program Administrators and the NMR Team collapsed some sites to reflect all activity performed at the site in instances where installations at a given location occurred over several days. Table 3-1: Population Summary Quantity...

AI summary The text discusses the methodology used by the NMR team to evaluate the impact of the Efficient Products Direct Install program, including the use of Model-Based Statistical Sampling (MBSS) and the stratification of the population. It also references the installation of energy-efficient lighting products and the projected energy savings for 2010.

Section 1368
ng the sample population by 4 Since there were multiple technologies installed at some sites, the number of sites in Table 3-1 exceeds the number of sites that participated in the program in 2010. NMR Evaluation of 2010 Efficient Lighting...

AI summary The document discusses the sample design and evaluation of the 2010 Efficient Lighting Products Direct Install Program. A sample size of 25 was targeted to achieve ±10% precision at the 90% confidence interval, but only 22 sites were visited due to scheduling and physical access challenges. Table 3-2 outlines the final sample design, including strata, energy savings cut points, and case weights.

Section 1369
e columns show the savings in each stratum, the sample visited from each stratum, and the final case weights of the sample. Table 3-2: Final Sample Design: Savings Stratum Max Savings (MWh) Projects Total Savings (MWh) Sample Case Weight (...

AI summary The text discusses the final sample design for energy savings, including strata with maximum savings, number of projects, total savings, sample size, and case weights. It also mentions the diversity of facility types visited during on-site visits, such as retail spaces, offices, and churches, and notes the representation of building types in the sample.

Section 1370
ugh selected for the purpose of estimating energy savings, provides a fairly good representation of those building types. Table 3-3: Final Sample Design: Building Type Building Type Population Sample Church 241 3 Charity 57 0 Community Fac...

AI summary The document discusses the methodology used in evaluating the 2010 Efficient Lighting Products Direct Install Program. It outlines the four-part on-site work process, including a review of installed lighting, facility walk-throughs, logger installation/removal, and savings analysis, leading to the development of gross savings estimates for the sample.

Section 1371
stallation/removal, and a savings analysis. Each part is described below. The on-site engineering assessment process culminated in the development of gross estimates of savings for the on-site sample. 3.2.1 Tracking Data Review The first s...

AI summary The document outlines the process for on-site engineering assessments, including a review of tracking data and facility walk-throughs to verify installed energy efficiency measures and assess their savings. The NMR team collected data on installed lighting and other measures to evaluate their performance and energy savings.

Section 1372
 Install time-of-use lighting loggers to gather operating hours of unique schedules identified on- site;  Collect available information with which to assess interactive effects. 3.2.3 Lighting Loggers So as to compile the most accurate d...

AI summary Lighting loggers were installed to collect operating hours data for different room types, and standard spreadsheets were used to calculate energy and demand savings before and after retrofits. The methodology involved connected kW savings and peak kW savings using coincidence factors based on site-specific operating schedules.

Section 1376
hting coincidence factor as determined from specific measured logger interval data or from a reported schedule when data was not available. While on-site, evaluators assessed whether areas with lighting were served by cooling systems and t...

AI summary The evaluation of the 2010 Efficient Lighting Products Direct Install Program calculates cooling kWh and kW energy savings based on onsite kWh savings, percentage of space cooled, and cooling system COP. The energy interaction factor and timing of lighting use are also considered in these calculations.

Section 1378
0.90 Refrigerated Area 2.00 Water to Air Heat Pump 4.21 Non-Electric 40.0 The following calculations were used in the instances that electric heating occurred in the space equipped with retrofitted lighting. However, the majority of sites...

AI summary The text discusses calculations for heating kWh and kW energy savings related to the retrofitted lighting in the Direct Install Program. It highlights the energy interaction factors between lighting and heating systems, with minimal impact from heating due to most sites being heated via oil or gas.

Section 1381
or the on-site sample, including interactive effects. A one-to-one reference line is the plotted line on the diagonal, which would represent the line on which all points would fall if the tracking system savings estimates were exactly corr...

AI summary The evaluation of the 2010 Efficient Lighting Products Direct Install Program found discrepancies between on-site savings and tracking system estimates. At some sites, fewer lights were installed than recorded, and operating hours were lower than assumed. These factors contributed to a 77.8% installation rate across all sites.

Section 1382
NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 14 Figure 3-1: Observed On-site versus Tracking System Savings

AI summary The document evaluates the 2010 Efficient Lighting Products Direct Install Program, focusing on the comparison between observed on-site savings and tracking system savings as illustrated in Figure 3-1.

Section 1383
Table 3-5 shows the installed annual energy and demand savings for the 2010 Efficient Products Direct Install Program. This table is comprised of the original population tracking savings followed by the expanded savings estimates from the...

AI summary The document discusses the evaluation of the 2010 Efficient Products Direct Install Program, highlighting discrepancies in installation rates identified by the NMR team. These discrepancies led to an overestimation of program savings by 2,294 MWh, and the implementation contractor conducted audits to address the issue.

Section 1384
lize this information to inform an alternative savings estimate, we can assume that the reduction in savings of 2,294 MWh (or 5.5% of tracking) can also be considered an estimate of the installation rate, albeit a rate that is determined t...

AI summary The document evaluates the 2010 Efficient Lighting Products Direct Install Program, adjusting initial savings estimates based on installation rates. The initial estimate was 26,401 MWh, but after applying an adjusted installation rate of 72.2%, the final estimate becomes 29,853 MWh. This adjustment accounts for discrepancies in the implementation process.

Section 1385
r Installation Rate Evaluated Annual Energy Savings (Meter) 2929,853 72.2% 6,259 Evaluated Annual Savings (Generator) 3232,617 78.9% 66,839 As part of the analysis, we also reviewed the self-reported hours of operation at the time of our v...

AI summary The document evaluates the 2010 Efficient Lighting Products Direct Install Program, analyzing energy savings, hours of operation, and in-service rates of installed lighting. It notes that the in-service rate was lower than reported, and the generator scale factor used was 1.0926.

Section 1386
used is 1.0926 NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 16 3.4 Spillover Spillover is additional energy-efficient equipment installed by participants due to program influences and in the absence of dir...

AI summary The 2010 Efficient Lighting Products Direct Install Program led to spillover effects, with 19% of participants installing additional CFLs and 3% installing additional LEDs. The program influenced 78% of those who made additional installations, with varying spillover rates for CFLs and LEDs compared to previous years.

Section 1387
decision to install 10 additional LED exit lights. The resulting spillover rates were relatively lower for CFLs and relatively higher for LEDs compared to 2008 and 2009, although not significantly so. Table 3-7: Additional Purchases of CFL...

AI summary The text discusses the spillover rates of additional purchases of CFLs and LEDs in 2008, 2009, and 2010. It notes that spillover rates were relatively lower for CFLs and higher for LEDs compared to previous years, though not significantly. The data shows the influence of the Direct Install Program on installation decisions.

Section 1390
Table 3-8: CFL Free-ridership Stated Intent Questions Free- Question Question Responses Rider Number Score If your organization had not participated in the Efficient Lighting Products Program, which of the following actions do you think yo...

AI summary The table presents questions related to free-ridership in the Efficient Lighting Products Program, focusing on participants' intentions if they had not participated. It explores potential actions such as delaying or reducing the installation of CFLs and LED exit lights.

Section 1393
Table 3-9: CFL Free-ridership Program Influence Questions Free- Question Question Responses Rider Number Score How influential were the following to your decision to install [CFLs or/LEDs]? Please give your answer on a scale of 1 to 5, whe...

AI summary The table evaluates the influence of the CFL and LED free-ridership programs on participants' decisions to install energy-efficient lighting. Respondents rated the influence of factors such as free CFLs, free installation services, and information from program representatives on a scale of 1 to 5.

Section 1396
FR4. installing the LED exit lights? Not including installation costs, the LED exit lights would have cost approximately [read: cost from program records]. Based on their responses to these questions, NMR divided respondents into three dis...

AI summary The text discusses the categorization of respondents in the 2010 Efficient Lighting Products Direct Install Program into full free-riders, non-free-riders, and partial free-riders based on their pre-existing plans, budget capabilities, and installation intentions.

Section 1399
-8. Based on their responses, NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 20 each respondent was assigned a free-rider rate for each question and then their overall stated intention free-ridership rate wa...

AI summary The text discusses the evaluation of the 2010 Efficient Lighting Products Direct Install Program, including the calculation of free-rider rates based on respondents' answers and the impact of the program on their decisions to install energy-efficient lighting. It also mentions a cross-check involving budget considerations for respondents with a 50% free-rider rate.

Section 1403
77% 83% NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 22 3.7 Energy Savings Estimation Table 3-13 presents the net installed annual energy and demand savings for the 2010 Efficient Products Direct Install p...

AI summary The 2010 Efficient Products Direct Install program achieved significant energy and demand savings, exceeding its goals and surpassing the combined savings of previous years. The program's success was largely driven by CFL installations, with LED Exit Lights contributing a smaller but notable portion.

Section 1404
1,624 341 Total program 25,233 5,291 11 Program staff are of the opinion that growth may have peaked in 2010. NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 23 4 Process Evaluation 4.1 Methodology The 2010 p...

AI summary The 2010 process evaluation of the Efficient Lighting Products Direct Install Program involved in-depth interviews with program staff and contractors, as well as comparisons with previous evaluations from 2008 and 2009.

Section 1405
he implementation contractor‘s project manager and the subcontractor‘s project manager. The interviews covered a variety of program-related topics including program goals, program theory and delivery. 4.1.2 Participant Survey & Sample Desi...

AI summary The document discusses the evaluation of the 2010 Efficient Lighting Products Direct Install Program, including interviews with project managers and participants, sample design changes, and the number of CFLs and LEDs installed by participants.

Section 1406
2 CFLs and 7 LEDs. NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 24

AI summary The document evaluates the 2010 Efficient Lighting Products Direct Install Program, focusing on the installation of 2 CFLs and 7 LEDs by NMR.

Section 1408
5 1 51 to 60 4 1 4 1 3 1 4 <1 6 3 <1 61 to 70 6 1 2 1 4 1 3 <1 8 1 <1 71 to 80 1 0 2 0 4 1 3 <1 4 1 2 <1 81 to 90 3 0 2 0 3 2 <1 3 1 91 to 100 0 0 2 0 1 2 <1 1 1 100 or more 10 1 11 0 31 1 17 <1 21 6 Average installed 40 8 41 7 299 9 62 3...

AI summary The text provides statistical data on installation numbers across different ranges and discusses the sampling error for the 2008, 2009, and 2010 telephone surveys, noting that the sampling error was less than 10% at the 90% confidence interval.

Section 1410
quarters of participants (74%) received 30 or fewer CFLs and more one-third of participants (36%) received 10 CFLs or less. The majority of participants (81%) received fewer than 11 LEDs. (Table 4-1) 4.3 On-Site Visit Discrepancies During...

AI summary The evaluation of the 2010 Efficient Lighting Products Direct Install Program found that most participants received a limited number of CFLs and LEDs. Discrepancies were identified between the number of installed bulbs recorded in the tracking system and those observed on-site, due to inaccurate reporting and uninstalled bulbs left behind by installers.

Section 1411
names and over-stated the NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 26 number of measures they installed was removed from the program. In addition, the implementation vendors sought to determine the sco...

AI summary The 2010 Efficient Lighting Products Direct Install Program faced issues with overstated savings due to inaccuracies in the tracking system. The implementation vendor conducted audits and site visits to estimate the overstatement and implemented new checks to prevent future errors. The program's awareness sources included phone calls, email, and word of mouth.

Section 1412
urprising that one-quarter (25%) of 2010 participants reported having first learned about the program through general word of mouth (7%) or from another program participant directly (18%). (Table 4-3)

AI summary One-quarter of 2010 participants learned about the program through word of mouth or from other participants, indicating the importance of peer-to-peer communication in program awareness.

Section 1413
Table 4-3: First Contact12 2008 2009 2010 Sample size 70 70 77 Phone call from program rep 23% 25% 27% † σ† Email 1 <1 21 † σ† Another program participant 7 18 σ† In-person visit from program rep 14 34 8 σ† Word of mouth 9 19 7 † NSPI pres...

AI summary Table 4-3 presents data on first contact methods with program representatives in 2008, 2009, and 2010, showing the percentage of contacts made through various channels such as phone calls, emails, in-person visits, and others.

Section 1414
† Other 0 <1 4 Don‘t know 3 2 1 12 Throughout this report, the symbol ‗σ‘ is used to indicate that results between 2008 and 2009 respondents are significantly different at the 90% confidence level. The symbol ‗†‘ is used to indicate that r...

AI summary The DI program has attracted a large number of participants since 2008, but most have not previously participated in DSM Administrator energy efficiency programs. Only 3% of 2010 respondents reported prior participation, similar to 2008 and 2009.

Section 1415
2008 2009 2010 Sample size 70 70 77 Previous participation 7% 6% 3% Table 4-5: Prior Energy Efficiency Programs Reported Programs 2008 2009 2010 Direct Install Program 1 Unspecified Conserve 1 Nova Scotia Program Lighting Program 2006 to 5...

AI summary The table presents data on the participation rates in prior energy efficiency programs from 2008 to 2010, showing a low percentage of previous participation and the types of programs that were reported. It also references the 2010 Efficient Lighting Products Direct Install Program evaluated by NMR.

Section 1416
NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 28 4.5 Participation Motivations When asked their reasons for participating in the DI program in 2010, the majority of respondents reported a financial benefit...

AI summary The 2010 Efficient Lighting Products Direct Install Program attracted participants primarily motivated by financial benefits, with 84% citing energy cost savings as their main reason. Environmental concerns were a secondary motivation for 25%, while 28% also noted financial incentives as a secondary factor, including reduced maintenance costs.

Section 1420
7 1 † † Don‘t know 1 10 5 33 3 29 NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 29 4.6 Participation Barriers The vast majority of 2010 respondents (92%) reported facing no barriers to participation in the...

AI summary The 2010 Efficient Lighting Products Direct Install Program had very few participation barriers, with 92% of respondents reporting no barriers. The most common barrier cited was fixture incompatibility, mentioned by 60% of those who faced issues.

Section 1422
Table 4-7: Barriers Faced During Program Participation Faced Barriers 2008 2009 2010 Sample size 70 70 77 σ† 92% No 86% 75% σ† 7 Yes 11 20 Don't know 3 5 1 Barriers to Most Second Most Most Second Most Most Second Most Implementation Impor...

AI summary The table presents data on barriers faced during program participation from 2008 to 2010. It highlights that incompatible light fixtures were the most significant barrier, with percentages ranging from 50% to 60%, followed by other factors such as financial barriers and location of bulbs.

Section 1424
100 NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 30 When asked what was preventing them from pursuing additional energy efficiency measures, two out of five 2010 respondents (40%) were unable to provide a...

AI summary The 2010 Efficient Lighting Products Direct Install Program evaluation found that 40% of respondents could not identify barriers to additional energy efficiency measures. The most common barrier was lack of time (25%), with other barriers including lack of financing, interest, and information. Compared to prior years, more respondents cited lack of time, while fewer mentioned a lack of additional measures to pursue.

Section 1432
1 NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 33 4.7.3 Purchase Behaviors Prior to participating in the DI program, nearly seven out of ten 2010 respondents (69%) reported that they had been aware of the...

AI summary The 2010 Efficient Lighting Products Direct Install Program saw similar awareness levels of CFLs and LED exit lights compared to previous years, with a higher percentage of respondents purchasing CFLs. However, fewer respondents in 2010 reported replacing T-12 lighting with high efficiency T-8s or T-5s compared to 2009.

Section 1434
<1 NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 34 Slightly more than one-quarter of 2010 respondents (26%) reported having had plans to install CFLs or LEDs prior to participating in the DI program, with...

AI summary The 2010 Efficient Lighting Products Direct Install Program led to additional CFL and LED installations, with 19% of respondents installing more after participation. Most of these additional installations were CFLs, and 78% of those who installed additional bulbs indicated the program influenced their decision.

Section 1435
2010 respondents (78%) reporting additional installations of CFLs or LEDs indicated that the DI program had influenced their decision to install these additional bulbs. 13 (Table 4-14 and Table 4-15)

AI summary In 2010, 78% of respondents reported that the DI program influenced their decision to install additional CFLs or LEDs, indicating its effectiveness in promoting energy-efficient lighting.

Section 1436
Table 4-14: Post-Program Installations Respondents Installed Additional Lights 2008 2009 2010 Sample size 70 70 77 Installed CFLs only 21% 19% 16% Installed CFLs and LEDs 4 4 3 No additional installations 71 78 79 Don‘t know 3 <1 3 Efficie...

AI summary The table presents data on post-program installations of additional lights and efficiency levels of new CFLs from 2008 to 2010. It shows a decrease in the installation of CFLs and LEDs over time, and a significant drop in the percentage of respondents who reported that the program influenced their decision to install CFLs.

Section 1437
N/A σ No influence on decision 50 14 N/A Question not asked in 2010 Table 4-15: Influence of DI Program on Decision to Install Additional CFLs and LEDs Rating: 5= ‘extremely influential’ and 1 = ‘no influence’ n 5 4 3 2 1 Influence on deci...

AI summary The text discusses a survey evaluating the influence of the Efficient Lighting Products Direct Install Program on customers' decisions to install additional CFLs and LEDs. In 2008 and 2009, respondents were asked if the program influenced their decision, while in 2010, a rating scale from 1 to 5 was used to measure the program's influence.

Section 1441
9 8 Insulation 16 8 8 Refrigeration 5 5 8 Scoping, feasibility, technical 5 7 4 assessments Solar hot water 4 Cooling 5 3 Applied for a grant 5 Motors 3 NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 37 4.7....

AI summary The evaluation of the 2010 Efficient Lighting Products Direct Install Program found that 82% of survey respondents used their new lighting about the same as the lighting that had been replaced, indicating stable usage behavior despite the efficiency improvements.

Section 1443
fficient equipment, and four out of five respondents (80%) reported that they would be ‗very likely‘ to purchase energy-efficient equipment when replacing equipment in the future. (Table 4-18) Table 4-18: Future Energy Efficiency Purchases...

AI summary The text discusses survey results showing high customer satisfaction with the Direct Install (DI) program for energy-efficient lighting products. Most respondents were very likely to purchase energy-efficient equipment in the future and reported high satisfaction with the program, though satisfaction with installation scheduling was lower in 2010 compared to 2009.

Section 1445
Table 4-19: Satisfaction with DI Program Rating: 5= ‘very satisfied’ and 1 = ‘not at all satisfied’ 2008 2009 2010 n 5 4 3 2 1 n 5 4 3 2 1 n 5 4 3 2 1 Program overall 66 82% 14 3 2 0 68 77% 18 5 0 0 68 84% 13 3 CFLs installed as part of th...

AI summary The text presents a table showing customer satisfaction ratings for the DI Program, CFLs, LEDs, and various aspects of the installation process across the years 2008 to 2010. Ratings range from 1 ('not at all satisfied') to 5 ('very satisfied'), with percentages and counts provided for each category.

Section 1446
installation σ σ Installation process 61 90% 10 0 0 0 66 80% 12 8 0 0 67 84% 13 3 Installers or contractors doing the 61 89% 10 2 0 0 65 84% 12 3 <1 61 82% 13 5 installation work Completion of project on 63 84% 10 5 2 0 64 86% 11 3 <1 0 65...

AI summary The 2010 Efficient Lighting Products Direct Install Program evaluation found that energy costs accounted for an average of 18% of annual operating budgets, with less than 20% for three out of five respondents and more than 20% for two out of five respondents.

Section 1448
90-99% Average 21.4% 15.4% 18.0% As in 2008 and 2009, the large majority of respondents reported that reducing energy usage (96%) and managing energy costs (95%) was important to their businesses and around four out of five respondents rep...

AI summary The document highlights that most respondents consider reducing energy usage and managing energy costs important to their businesses. In 2010, 79% of respondents found reducing energy usage very important, and 85% found managing energy costs very important. Additionally, nearly 38% of participants in the Efficient Lighting Products Direct Install Program required energy efficiency measures to pay for themselves within one year.

Section 1450
retailers, food service, and agriculture. It is important to note that the 2010 program records contained business type information for only about one- half (53%) of program participants. (Table 4-23)

AI summary The 2010 program records indicate that business type information was available for only 53% of program participants, highlighting a gap in data collection for sectors such as retailers, food service, and agriculture.

Section 1452
σ 1 1 7 4 mall Service 3 6 5 7 3 2 Public order & 1 1 3 safety † σ Religious worship 19 10 14 8 † † Education 4 3 7 † Seniors‘ home 1 8 6 27 2 σ† Recreation 5 Manufacturing 2 Other/Missing 11 4 1,924 3 2,563 (Count) Based on program tracki...

AI summary The 2010 Efficient Lighting Products Direct Install Program saw participation from businesses with facilities of varying sizes, with 62% having less than 50,000 square feet and 39% having less than 5,000 square feet of floor space, according to Table 4-24.

Section 1454
ogram tracking records. Nearly three out of five 2010 respondents (57%) reported having fewer than five employees; about three out of four (73%) reported having fewer than 10 employees. (Table 4-25) Table 4-25: Full-time Equivalent Workers...

AI summary The text provides statistics on the size of businesses participating in the 2010 Efficient Lighting Products Direct Install Program, noting that most had fewer than 10 employees and were independent businesses.

Section 1455
ect Install Program Page 43 Slightly more than four out of five 2010 respondents (82%) reported that their businesses were independent and not part of a larger company. (Table 4-26) Table 4-26: Type of Company Respondents 2008 2009 2010 Sa...

AI summary The 2010 Efficient Lighting Products Direct Install Program saw 82% of respondents reporting their businesses were independent, not part of a larger company. This data is presented in Table 4-26, which compares responses from 2008, 2009, and 2010.

Section 1456
2 NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page A1

AI summary The document evaluates the 2010 Efficient Lighting Products Direct Install Program by NMR, focusing on the implementation and outcomes of the initiative aimed at promoting energy-efficient lighting solutions.

Section 1457
Appendix A Stratified Ratio Estimation The on-site engineering assessment used engineering analysis and surveys to derive the gross savings estimates for each individual sample participant. In turn, the statistical analysis combines these...

AI summary This section explains the use of stratified ratio estimation in calculating energy savings from a sample of participants. It describes how case weights are assigned based on the population represented by each sample point and outlines the equations used in the statistical analysis.

Section 1459
2     h 1  N h  nh s h2 e  ek  eh 2 1   nh  1 ksh ek  y k  b xk ^ Next, the relative precision of the estimate Y ra was calculated using the equation: ^  1.645 V  Y ra    rp  ^ Y ra NMR Evaluation of 2010 Efficien...

AI summary This document outlines the methodology for evaluating the 2010 Efficient Lighting Products Direct Install Program, including a participant questionnaire administered by NMR Group on behalf of Nova Scotia Power to gather feedback on program participation.

Section 1460
answer some questions related to your participation in this program, the information you provide will be used to help Nova Scotia Power evaluate and improve the program. Is this a good time for you? 1. Our records indicate that your compan...

AI summary The text outlines a survey process for participants in Nova Scotia Power's Efficient Lighting Products Program, asking about their involvement and experience with the program. It includes questions about participation confirmation, identification of the most knowledgeable person, and scheduling follow-up interviews.

Section 1461
NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page B2 Section I. Reasons for participating & Previous Purchases 5. Did your company / organization participate in any other Nova Scotia Power energy efficiency pro...

AI summary This document is part of an evaluation of the 2010 Efficient Lighting Products Direct Install Program. It includes questions about prior participation in Nova Scotia Power energy efficiency programs, including specific inquiries about the years of participation in previous programs.

Section 1462
. 2003 5. 2004 6. 2005 7. 2006 8. 2007 9. 2008 10. 2009 11. 2010 99. Don‘t Know 8. How did you first learn about the Efficient Lighting Products Program? [RANDOMIZE AND READ 1-8, THEN 9] (Choose one) 1. From a phone call from an Efficient...

AI summary The text includes a list of years and a survey question about how respondents first learned about the Efficient Lighting Products Program, with multiple response options. It also references the Evaluation of the 2010 Efficient Lighting Products Direct Install Program and includes the acronym NMR.

Section 1463
_) 99. Don‘t know NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page B3 9. What was the ONE most important reason your company / organization chose to participate in the program? (Do not read) 1. (To take advant...

AI summary The text presents survey questions about the reasons for participating in the 2010 Efficient Lighting Products Direct Install Program, with options such as taking advantage of program incentives, saving on energy costs, and reducing carbon footprint.

Section 1464
ded by contractor) 11. (Past participation in utility programs) 12. (Other (Please explain )) 99. (Don‘t know/Don‘t recall) 11. Prior to your company / organization participating in the Efficient Lighting Products Program were you aware th...

AI summary This section of the document contains survey questions related to prior awareness and participation in the Efficient Lighting Products Program, specifically focusing on the installation of CFLs and LED exit lights, as well as prior purchases of energy-efficient lighting products.

Section 1466
_% [999 = Don‘t know/Don‘t recall] NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page B5 14g. After participating in the Efficient Lighting Products Program, what percentage of your company‘s / organization‘s ex...

AI summary The text contains survey questions related to the participation and outcomes of the Efficient Lighting Products Direct Install Program. It asks about the percentage of LED lamps in exit signs and whether participants removed any installed bulbs, including CFLs and LED exit lights.

Section 1469
do with the LED exit lights you removed? (Threw away) (Put them away, stored them) (Gave them away) (Installed them at another location) (Other [Specify _]) 9. Don‘t know/Don‘t recall FREE-RIDERSHIP FR1. Did your company / organization hav...

AI summary The text includes survey questions about the disposal of LED exit lights and whether companies had prior plans to install CFLs or LED exit lights before the Efficient Lighting Products Program. It also asks about actions that would have been taken in the absence of the program.

Section 1470
am, which of the following actions do you think you would have taken? Please select all that apply. Would you have… [For FR2a – h 1 = YES, 2 = NO, 9 = Don’t know; For FR2e-f if YES ask FR2ei & FR2fi] FR2a. [IF CFLFlag = 1] Postponed instal...

AI summary The text outlines survey questions related to the impact of Nova Scotia Power's free installation of CFLs and LED exit lights on customer behavior, including whether customers would have postponed or reduced installations if the program had not existed, and how influential the program was in their decision-making.

Section 1471
d no influence at all on your NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page B9 decision to install the energy efficient CFLs‖ and 5 indicates that the program was ―extremely influential to your decision to...

AI summary The text evaluates the influence of various elements of the 2010 Efficient Lighting Products Direct Install Program on participants' decisions to install energy-efficient CFLs and LED exit lights, using a scale from 1 to 5.

Section 1472
tremely influential to your decision to install the LED exit lights.‖ How influential was / were the: Element (READ) (a) Performance of Measure 1 2 3 4 5 9 a. Free LED exit lights no extremely DK influence influential b. Free Installation...

AI summary The text presents survey questions related to customer satisfaction with the Efficient Lighting Products Program, specifically focusing on the installation of LED exit lights and CFLs, including factors influencing installation decisions and reasons for dissatisfaction.

Section 1474
) 10. (Doesn‘t save energy) Physical Limitations 11. (Burned out) 12. (Broke) 13. (Doesn‘t fit properly) 14. (Don‘t like appearance in fixture/ light is ugly) 17. (Other [Specify _]) NMR Evaluation of 2010 Efficient Lighting Products Direc...

AI summary The text presents survey questions related to the performance and usage of efficient lighting products installed through the Direct Install Program. It includes categories for physical limitations and user feedback, as well as questions about spill-over effects and additional purchases of energy-efficient lighting products.

Section 1475
o to Q0] 9. Don‘t know/Don‘t recall [If purchased and installed both CFLs and LED exit lights, Go to Q0, Else go to Q0] [IF Q0=YES] About what quantity of these additional CFLs did your company / organization purchase on its own since part...

AI summary The text is a survey questionnaire related to the Efficient Lighting Products Direct Install Program, asking participants about their purchase of CFLs and LED exit lights, the influence of the program on their decisions, and whether participation influenced other energy efficiency actions.

Section 1476
pation in the Efficient Lighting Products Program influenced any other energy efficiency actions taken by your company / organization? Yes No [Go to Q0] 9. (Don‘t know/Don‘t recall [Go to Q0]) What are the other measures that your company...

AI summary The text includes questions from a regulatory proceeding related to energy efficiency measures, specifically asking about the influence of the Efficient Lighting Products Program and the reasons for not pursuing additional measures. It also inquires about payback requirements for energy efficiency initiatives.

Section 1477
n require energy efficiency measures pay for themselves in order for your company / organization to implement a measure—that is, what are your payback requirements? [999 = Don‘t know/don‘t recall] Section III. Satisfaction with Program & F...

AI summary The text outlines survey questions related to energy efficiency programs, focusing on payback requirements, customer satisfaction with the Efficient Lighting Products Program, and barriers to implementing energy efficiency measures. It includes questions about future purchase intentions and program improvements.

Section 1478
arriers that your company / organization faced in implementing the energy efficiency measures provided through the program? Yes No [Go to Q45] 9. (Don‘t know/Don‘t recall) [Go to Q45] What was the most important barrier? (Do not read) (Con...

AI summary The text includes survey questions about barriers to implementing energy efficiency measures and the importance of reducing energy usage. It lists various barriers such as lack of information, insufficient incentives, and financing challenges. The survey is part of an evaluation of the 2010 Efficient Lighting Products Direct Install Program.

Section 1479
ow/Don‘t recall) On a scale of 1 to 5, where 1=‗not at all important‘ and 5=‗very important‘, how important is reducing energy usage to your company / organization? [9 = Don‘t know/Don‘t recall] On a scale of 1 to 5, where 1=‗not at all im...

AI summary The text contains survey questions about energy usage importance, energy cost management, and the percentage of annual operating budgets attributed to energy costs. It also asks for suggestions to improve the Efficient Lighting Products Program and inquires about business hours of operation.

Section 1481
NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page B18 Cloudy % Dark % Bright % Section IV. Firmographics What is the principal building activity where the energy efficiency improvements were implemented? [DO NO...

AI summary The document contains a form evaluating the 2010 Efficient Lighting Products Direct Install Program. It includes questions about building activity, floor space, number of employees, and company structure, aimed at gathering data on energy efficiency improvements.

Section 1497
NMR Evaluation of 2010 Prescriptive Rebate Programs Page I Executive Summary This report presents the results of the 2010 process and impact evaluations of the Business Energy Rebate (BER) and Smart Lighting Choices (SLC) programs conducte...

AI summary This report evaluates the 2010 Business Energy Rebate (BER) and Smart Lighting Choices (SLC) programs. It highlights that the SLC program may become obsolete due to upcoming legislation requiring high-performance T8 lighting. The evaluation involved site visits and interviews to assess program impacts.

Section 1499
Net-to-Gross Ratio (%) 54% 54% 84% 84% N/A N/A Net Savings at Generator 72.8 503.3 1,194.5 6,245.0 1,267.3 6,748.3 1 These two programs are known collectively as the Prescriptive Rebate Programs. 2 These targets included 8 GWh of energy sa...

AI summary The BER program, part of the Prescriptive Rebate Programs, was launched in 2010 and saw 13 participants. While satisfaction was high, participants suggested improvements in incentive levels and structure to enhance energy savings.

Section 1500
n about the program expressed by some participants. In addition, the DSM Administrator should work with participants to help secure additional energy savings from their businesses.

AI summary The text mentions that the DSM Administrator should collaborate with participants to achieve additional energy savings from their businesses, based on feedback from some participants about the program.

Section 1501
Findings and Recommendations Finding Recommendation BER-F1. BER-R1. Unlike the C&I Custom program, the BER program did not incorporate While higher levels of free-ridership may be acceptable for any checks to ensure that participants do no...

AI summary The BER program lacks checks to ensure participants do not proceed without funding from the DSM Administrator, unlike the C&I Custom program. Free-ridership was low for C&I Custom but high (46%) for BER. As BER matures, it should adopt a screening process for larger projects. Awareness and outreach by contractors are recommended to improve customer engagement.

Section 1502
at someone outside In 2011, the BER program should continue to build their organizations had been responsible for specifying the measures awareness and reach with customers. Contractors and that were installed through the BER program. In a...

AI summary The BER program in 2011 should continue to build awareness and reach with customers. Contractors and design professionals are identified as effective channels for promoting the program.

Section 1504
Findings and Recommendations Finding Recommendation BER-F3. BER-R3. Customers were motivated to participate in the BER program primarily When working with customers and training contractors, because of a financial benefit—nine said energy...

AI summary The BER program motivated customers primarily through financial benefits, with energy savings and bill reductions being key motivators. Most participants faced no barriers, but one noted delays in determining eligibility. Recommendations include focusing on savings opportunities and ensuring sufficient resources for customer support.

Section 1506
program year and said that incentive levels may require implement the application or the product.” adjustments over time based on feedback from participants and other factors. The DSM Administrator should examine the scope for increasing r...

AI summary The text discusses the need for adjusting incentive levels in the DSM program over time, based on participant feedback and other factors. It also mentions the need for the DSM Administrator to consider increasing rebate amounts while ensuring cost-effectiveness and incorporating input from stakeholders.

Section 1507
. NMR Evaluation of 2010 Prescriptive Rebate Programs Page IV Findings and Recommendations Finding Recommendation BER-F7. BER-R7. All of the respondents said that managing and reducing energy costs BER participants appear to be a group of...

AI summary The Business Energy Rebate (BER) program, launched in 2010, provides financial incentives for businesses to purchase energy-efficient equipment. Respondents emphasized the importance of managing energy costs, but few had participated in rebate programs before BER or taken additional energy-efficient actions after participation.

Section 1509
d for the initial launch were recommended by EVT as having the best suitability for early uptake. EVT further assisted by providing eligibility criteria, savings estimates and approved product lists.

AI summary EVT recommended certain programs for early uptake due to their suitability and provided eligibility criteria, savings estimates, and approved product lists to support the initial launch.

Section 1510
1.1 Program Theory Program Background The BER program was primarily designed to be a Resource Acquisition program with the objective of helping businesses throughout Nova Scotia with the purchase of energy efficient equipment. However, the...

AI summary The BER program aims to help businesses in Nova Scotia purchase energy-efficient equipment through rebates, with a long-term goal of promoting market transformation. The program involves outreach, product identification, authorization, installation, and rebate processing.

Section 1512
Program Assumptions The following assumptions underlie the program‘s process:  Outreach and marketing. The outreach performed by the Sales Leads, a marketing contractor, and the outbound commercial call group will be sufficient to generat...

AI summary The document outlines program assumptions, barriers, and short-term outcomes related to energy efficiency initiatives. Key assumptions include sufficient outreach, funding, and equipment availability. Barriers include lack of knowledge, time, and capital. Short-term outcomes focus on generating interest, purchasing, and installing energy-efficient equipment.

Section 1513
oming aware of the program, customers identify and purchase energy efficient equipment.  Customers install energy efficient equipment. After purchasing energy efficient equipment, customers install the energy efficient equipment. Mid-Term...

AI summary The document outlines the outcomes of a prescriptive rebate program aimed at promoting energy efficiency. It describes mid-term outcomes such as energy savings, increased knowledge, and higher demand for energy-efficient equipment, as well as long-term outcomes like emission reductions and standardization of energy-efficient practices among businesses.

Section 1514
ficient products and services as standard practices. Due to first-hand experience, energy efficient products become standard practice for business customers throughout the province. NMR Evaluation of 2010 Prescriptive Rebate Programs Page...

AI summary The Smart Lighting Choices (SLC) program provides financial incentives for the installation of high-performance T8 lighting in non-residential facilities in Nova Scotia. The program is expected to be rendered obsolete by upcoming legislation mandating the sale of high-performance T8 lighting, leading to its termination once the legislation is enacted.

Section 1515
te that all T8 lighting sold in the province be High Performance T8 lighting. This legislation will render the SLC program superfluous; the program will be terminated once the legislation is enacted. 2.1 Program Theory Program Background T...

AI summary The SLC program aims to transform the non-residential lighting market in Nova Scotia by promoting high-performance T8 lighting through financial incentives to distributors. However, new legislation requiring all T8 lighting sold in the province to be high performance may make the SLC program unnecessary, leading to its potential termination.

Section 1516
balance of the incentive to the buyer, in the form of a reduced price.  Program Marketing by Distributors. Distributors market the program to electrical contractors and end users. 4 As of October of 2009, eligible products included HP T8F...

AI summary The text outlines a rebate program for energy-efficient lighting products, including specific incentives for distributors based on the type of product sold. The Nova Scotia Utility and Review Board (NMR) is referenced in the context of evaluating these programs.

Section 1517
er ballast sold. NMR Evaluation of 2010 Prescriptive Rebate Programs Page 6

AI summary The document evaluates the 2010 Prescriptive Rebate Programs, focusing on their implementation and effectiveness. It includes a mention of the Nova Scotia Utility and Review Board (NMR) as a key regulatory entity involved in the evaluation process.

Section 1518
Program Assumptions The following assumptions underlie the program‘s process:  Availability of HP lighting products. The distributors have access to sufficient quantities of the HP lighting products to meet customer demands.  Program inc...

AI summary The document outlines program assumptions and barriers related to high-performance (HP) lighting. Key assumptions include product availability and the passing on of incentives to end customers. Barriers include misplaced incentives, higher first costs, product availability issues, lead times, and a lack of information and experience with HP lighting.

Section 1519
rom HP lighting is a major issue for professionals who are designing new buildings and for building managers who are seeking to replace lighting equipment.  Lack of experience with HP lighting. Design professionals, building managers and...

AI summary The document discusses challenges with the adoption of high-performance (HP) lighting, including lack of experience among professionals and end users' unawareness of incentivized HP lighting. Verification of program sales is also highlighted as a challenge, particularly for smaller projects.

Section 1520
ses for smaller projects. NMR Evaluation of 2010 Prescriptive Rebate Programs Page 7 Short-Term Outcomes  All eligible distributors are enrolled into the program.  Distributors become more active in the program and continue promoting the...

AI summary The evaluation highlights short-term, mid-term, and long-term outcomes of the 2010 Prescriptive Rebate Programs, focusing on increased adoption of high-performance (HP) lighting, education of stakeholders, and long-term energy savings and emission reductions.

Section 1521
ons.  Avoidance of plant construction. NMR Evaluation of 2010 Prescriptive Rebate Programs Page 8 2.2 Program Logic Model Figure 2-1: Smart Lighting Choices Program Logic Model NMR Evaluation of 2010 Prescriptive Rebate Programs Page 9 3...

AI summary The document discusses the evaluation of the 2010 Prescriptive Rebate Programs, focusing on the Smart Lighting Choices Program and the Building Energy Retrofit (BER) program. It outlines the program logic model and provides an impact evaluation of the BER program, including energy savings and connected demand reductions.

Section 1522
Demand Projects HVAC Lighting Motors Total Savings (kW) Retrofit 8 5.1 529.5 229.7 764.3 120.9 New Construction 5 3.3 5.8 18.4 27.5 6.3 Total 13 8.4 535.3 248.1 791.8 127.2 NMR Evaluation of 2010 Prescriptive Rebate Programs Page 10 At the...

AI summary The document discusses the evaluation of the 2010 Prescriptive Rebate Programs, including a summary of eleven sites visited by the NMR team. The sites were selected based on energy savings and installed measures, representing nearly one-third of the total tracked savings from that year.

Section 1524
0.2 K-11 Lighting 132.9 31.6 Total 203.4 47.7 At the conclusion of 2010, the NMR team received the final file of program activity. As noted earlier, there were two more sites that received rebates between when the sample was pulled and the...

AI summary The NMR team evaluated the 2010 Prescriptive Rebate Programs by reviewing project documentation and conducting site visits to verify savings. Two additional sites, one a lighting site and the other with motors and drives, were included due to their high savings. Savings were calculated using on-site data, program documentation, and secondary sources.

Section 1525
of the approach taken for each NMR Evaluation of 2010 Prescriptive Rebate Programs Page 11 measure type included in the sample. The evaluated savings used the most accurate information available; secondary sources and assumptions were empl...

AI summary The document discusses the evaluation of 2010 prescriptive rebate programs, focusing on lighting savings analysis. It outlines the methodology used to calculate energy savings, including the use of interactive effects and the formula applied by the DSM Administrator.

Section 1526
  Energy Savings ConnectedLoad      1,000   1,000  Peak Demand Savings ConnectedLoad  Energy Savings ConnectedLoad CF 1,000 Where: PPre = power of existing equipment, W. PPost = power of new equipment, W. QTYPre = quantity...

AI summary The document provides formulas for calculating energy and peak demand savings from connected load, along with details on verifying existing and new lighting equipment during site visits. Information includes power ratings, quantities, operating hours, and verification methods for lighting installations.

Section 1528
priate type and size of the cooling system were applied. The total energy savings for lighting projects was the combination of the connected load energy savings and cooling interactive energy savings. Lighting Results A summary of lighting...

AI summary The evaluation of lighting projects under the 2010 Prescriptive Rebate Programs indicates that energy savings were influenced by changes in operating hours and interactive effects. Total electric savings were estimated at 514.9 MWh, with a realization rate of 104%.

Section 1529
kW savings of 75.5. NMR Evaluation of 2010 Prescriptive Rebate Programs Page 13 Table 3-3: Lighting Savings Results Evaluated Savings Tracking Peak Demand Project # Savings (MWh) Energy (MWh) (kW) K-07 5.8 2.1 1.4 K-09 13.0 4.8 0.5 K-10 0....

AI summary The document evaluates the 2010 prescriptive rebate programs, focusing on lighting and motor/drive savings. It presents data from Table 3-3, showing total energy savings of 514.9 MWh and peak demand savings of 75.5 kW. The analysis also discusses motor and drive savings, particularly variable frequency drives (VFDs) and their energy efficiency benefits.

Section 1533
Table 3.1, p18, 1991 NMR Evaluation of 2010 Prescriptive Rebate Programs Page 15

AI summary The document evaluates the 2010 Prescriptive Rebate Programs, focusing on their effectiveness and outcomes. It provides an analysis based on data from Table 3.1 on page 18 of the 1991 document.

Section 1535
8 25 100 56 68 6 20 100 51 64 5 Each of the projects had unique operating conditions. Data collection was limited by control system software and the knowledge of the staff. Equipment schedules and load profiles were collected. For one proj...

AI summary The document discusses the unique operating conditions of VFD projects, highlighting data collection limitations and discrepancies in motor sizing. Load profiles were developed for each motor, and savings estimates were based on a prescriptive approach. However, discrepancies were found, such as a 10 hp motor being incorrectly reported as 5 hp, affecting savings calculations.

Section 1536
luation found the baseline operating hours to be much higher than the program had estimated for one of the motors. With the installation of VFDs, the motors ran for less time and at a reduced load. NMR Evaluation of 2010 Prescriptive Rebat...

AI summary The evaluation of 2010 prescriptive rebate programs found that the installation of VFDs on motors and fans led to significant energy savings, particularly in Project K-04 and K-12. The savings were higher than expected due to reduced operating hours and improved efficiency from VFDs.

Section 1541
nits less than 65 kBTU/hr was 57%. NMR Evaluation of 2010 Prescriptive Rebate Programs Page 18 HVAC Results Two of the four HVAC evaluated savings estimates fell within 15% of one another. One of them (K-01) was around 60% higher. There we...

AI summary The evaluation of the 2010 Prescriptive Rebate Programs found discrepancies between tracked and evaluated HVAC savings. Differences arose from variations in full load hours, SEER ratings, and the method of calculating demand savings. Evaluated savings were significantly higher than tracked savings, with a 140.5% realization rate.

Section 1542
HVAC savings from this program were greater than that assumed in the tracking system. The tracked HVAC savings was 8,386 kWh, while our evaluated savings was 11,779 kWh, or a 140.5% realization rate. Table 3-6: HVAC Savings Results Evaluat...

AI summary The evaluation of the 2010 Prescriptive Rebate Program found that HVAC savings were higher than initially tracked, with a 140.5% realization rate. The BER program also showed significant energy and peak demand savings, with gross estimates of 932.0 MWh and 134.8 kW respectively.

Section 1543
ed or contacted as part of the evaluation, these results represent the entire population of 2010 participants. Our gross estimate of savings at the generator was 932.0 MWh and 134.8 kW in peak demand. Table 3-7: Evaluated Program Savings E...

AI summary The evaluated program savings from the 2010 participants show a total of 791.8 MWh in energy savings and 126.1 kW in peak demand reduction at the meter level, with corresponding savings of 932.0 MWh and 134.8 kW at the generator level. The savings are categorized across lighting, motors and drives, and HVAC measures.

Section 1544
8.4 11.8 2.9 12.6 3.1 Total 791.8 871.9 126.1 932.0 134.8 3.4 Spillover NMR surveyed a total of eleven participants, the sample for the survey was drawn from participants who either completed or are in the process of implementing a project...

AI summary The NMR surveyed participants of the BER program and found no instances of spillover, where customers installed additional equipment of the same type due to program influences. This was attributed to the availability of other rebate programs and the participant's use of incentives offered by the DSM Administrator.

Section 1545
DSM Administrator had begun offering incentives for energy efficiency projects the participant had made every attempt to take advantage of rebates and incentives for all projects they implemented. 7 We used a factor of 1.069 to calculate t...

AI summary The DSM Administrator provided incentives for energy efficiency projects, and participants attempted to take advantage of rebates for all implemented projects. The evaluation used a 1.069 factor to calculate generator savings and discussed spillover effects from program participation. The free-ridership analysis focused on respondents whose projects were credited to the 2010 program year and included questions on program influence and intent.

Section 1549
alled through the program Don‘t know 25% Stated Intent Score = average of FR2a, FR2b, FR2c+ci, and FR2d. Table 3-9: Free-ridership Program Influence Questions Free- Question Question Responses Rider Number Score How influential were the fo...

AI summary The text presents a table assessing the influence of various elements on participation in the Building Energy Retrofit (BER) program, with responses indicating the level of influence on a scale from 1 to 5. The data shows the percentage of respondents who selected each rating for different factors, such as NSPI incentives and NSPI representatives.

Section 1552
ix respondents. In addition, according to the program records, these two respondents accounted for 25% of the total energy and 28% of the total demand savings for the population of 13 participants. NMR Evaluation of 2010 Prescriptive Rebat...

AI summary The evaluation of the 2010 Prescriptive Rebate Programs found that none of the six respondents were classified as non-free-riders, as they did not meet all four criteria for being non-free-riders. The criteria included pre-existing plans, program influence, budget constraints, and installation intent.

Section 1556
503.3 72.8 NMR Evaluation of 2010 Prescriptive Rebate Programs Page 25 4 Impact Evaluation: SLC The following impact evaluation of the 2010 SLC program includes an overview of the DSM Administrator-tracked program savings, a description of...

AI summary The impact evaluation of the 2010 Smart Lighting Choices (SLC) program details the savings calculated using distributor-reported data on lamp and ballast rebates. The evaluation includes an overview of program savings, methodology, and results, with specific data on the number of lamps and ballasts rebated through the program.

Section 1558
100% because of rounding. NMR Evaluation of 2010 Prescriptive Rebate Programs Page 26 Table 4-2 shows the savings associated with the 66,140 ballasts and 239,507 lamps sold through the program. To determine the energy savings associated wi...

AI summary The document discusses the evaluation of energy savings from the 2010 Prescriptive Rebate Programs, focusing on the calculation of savings from ballast and lamp sales, assuming a baseline of T8 standard electronic ballasts and estimating savings based on lamp technology proportions and wattage reductions.

Section 1561
12 50 34 1.4 Total 66,407 164,205 N/A 2,698.3 The baseline for lamps sold separately from ballasts was T8F32 fixtures with electronic ballasts. This assumed baseline was predicated on the belief that a customer purchasing lamps without bal...

AI summary The document evaluates the 2010 Prescriptive Rebate Programs by calculating energy savings from lamp and ballast sales. It assumes a baseline of T8F32 fixtures with electronic ballasts and estimates savings based on lamp-only sales and reductions in wattage.

Section 1563
rmation to further inform our analysis. Included in the analysis was an examination of the 2009 evaluation, which included a total of 41 telephone surveys (30 electrical contractors and 11 end users). 4.2.1 Transaction Paper Audit As part...

AI summary This section discusses the 2010 impact evaluation of the SLC program, including a transaction paper audit conducted by the NMR team. The audit involved verifying sales records from four major distributors against the DSM Administrator's tracking system, confirming consistency in the data.

Section 1564
the savings for the SLC program. These totals matched within reason, indicating that the quantities tracked matched the data provided on a monthly basis to program administrators by the distributors. 4.2.2 Installation Rates At the nine si...

AI summary The evaluation of the SLC program found that installation rates were around 89.8% based on site visits, but combined with 2009 survey data, an average estimate of 93% was used for the 2010 installation rate. This indicates a high level of program implementation.

Section 1565
ate of a 93% installation rate. NMR Evaluation of 2010 Prescriptive Rebate Programs Page 28

AI summary The document discusses the evaluation of 2010 prescriptive rebate programs, highlighting a 93% installation rate, and is associated with the Nova Scotia Utility and Review Board (NMR).

Section 1567
pproximately 33% higher than those assumed by the program and observed during the 2010 evaluation. The NMR team also examined other resources to determine estimates of average annual lighting hours. In particular, the current Connecticut P...

AI summary The NMR team evaluated lighting hours and interactive effects for the SLC program. They found that assumed lighting hours were 33% lower than actual estimates from other sources and identified interactive effects between lighting changes and HVAC systems.

Section 1568
10 http://www.dpuc.state.ct.us/dockcurr.nsf/8e6fc37a54110e3e852576190052b64d/c530ebcb3a3e701f852577af005d 20e6?OpenDocument 11 http://www.ma-eeac.org/docs/MA%20TRM_2011%20PLAN%20VERSION.PDF NMR Evaluation of 2010 Prescriptive Rebate Progra...

AI summary The document evaluates the 2010 Prescriptive Rebate Programs, analyzing lighting usage in electrically conditioned spaces across various programs. Data from site visits and program evaluations were used to calculate weighted averages for fixtures installed in cooled and heated spaces.

Section 1571
ncy of the heating equipment. NMR Evaluation of 2010 Prescriptive Rebate Programs Page 31 4.3 Program Impact Results Table 4-5 presents the final estimates of savings for the SLC program based upon the analyses described above. This table...

AI summary The document evaluates the 2010 SLC program's energy savings, reporting 6,922.1 MWh at the meter and 7,434.5 MWh at the generator. It also notes connected and peak demand savings, using a 64.9% average operation time from 5pm to 6pm for lighting products.

Section 1572
nected and peak demand savings at the meter were 2,040.0 kW and 1,324.0 kW, respectively. At the generator, the connected demand savings were 2,191.0 kW, while the peak demand savings were 1,422.0 kW. Table 4-5: Gross SLC Savings Summary D...

AI summary The text presents energy savings data from the SLC program, including meter and generator-level savings for lamps and systems, along with connected and peak demand reductions. It also discusses free-ridership estimates from the 2010 SLC evaluation, which relied on findings from the 2009 evaluation, estimating a 16% free-ridership rate and no spillover.

Section 1574
depth interviews conducted with program staff, one program participant, as well as a telephone survey of program participants. Copies of the interview guides are included in Appendix A of this report. 5.1.1 In-depth Interviews NMR staff co...

AI summary The Nova Scotia Utility and Review Board (NMR) conducted in-depth interviews and telephone surveys with participants of the Building Energy Retrofit (BER) program to evaluate its performance. The BER program had only 13 participants in 2010, so NMR expanded the sample to include 17 participants whose projects were not completed by the end of the program year.

Section 1575
Sampling Error at 90% Population Sample Size (n) Confidence Interval Participants 2010 30 11 +20.1% 5.2 Program Goals and Design The Business Energy Rebate (BER) program was a new addition to the DSM Administrator‘s portfolio of energy eff...

AI summary The Business Energy Rebate (BER) program, launched in mid-2010, provided financial incentives for businesses to purchase energy-efficient equipment. It was modeled after Efficiency Vermont (EVT) and aimed to increase market penetration of efficient technologies and raise customer awareness of energy-efficient products.

Section 1576
y the C&I Sales Lead, through a marketing subcontractor, Delivery Agents, and an outbound calling center. In addition, the program was advertised in newspapers and on the DSM Administrator‘s website. 5.4 Measure Installations Respondents t...

AI summary The BER program used multiple channels to promote energy-efficient installations, including marketing subcontractors, delivery agents, and outbound calling. Survey results indicate that participants installed various energy-efficient products, such as lighting, HVAC upgrades, and variable speed drives, though some could not recall specific installations.

Section 1577
subsequent questions. NMR Evaluation of 2010 Prescriptive Rebate Programs Page 35 Nearly one-half of the respondents (5 out of 11) said that the person most responsible for specifying equipment to install in their business was a contractor...

AI summary The evaluation of the 2010 Prescriptive Rebate Programs shows that nearly half of the respondents indicated that a contractor was most responsible for specifying equipment to install in their business. Other respondents cited outside design professionals, utility account managers, and manufacturer representatives.

Section 1578
2 Manufacturer representative 1 Someone within their company/organization 1 5.5 Program Awareness, Motivation and Barriers When asked how they had first become aware of the BER program, four out of eleven respondents cited sources associat...

AI summary The BER program's awareness sources include NSPI, contractors, trade newsletters, and previous participants. Four out of eleven respondents were informed by NSPI, while three were informed by contractors or vendors. This aligns with the program's marketing strategies.

Section 1579
1 NMR Evaluation of 2010 Prescriptive Rebate Programs Page 36

AI summary This document is part of an evaluation of the 2010 Prescriptive Rebate Programs by the Nova Scotia Utility and Review Board. It appears to be a section of a larger regulatory proceeding.

Section 1580
Respondents participated in the program for a variety of reasons. The most frequently cited reason was to save on energy costs, with six respondents citing this as their most important motivation and three citing it as their second most im...

AI summary Respondents participated in the program primarily to save on energy costs, with six citing it as their most important motivation and three as their second most important. Other motivations included ease of process, environmental concerns, and energy conservation, while program incentives were less frequently cited as a primary motivation.

Section 1581
1 NMR Evaluation of 2010 Prescriptive Rebate Programs Page 37 Respondents were also asked why they had decided to install energy efficient equipment. Table 5-6 shows respondents‘ most and second most important motivations by type of equipm...

AI summary Respondents cited saving on energy bills as the primary motivation for installing energy efficient equipment. Other motivations included improving lighting conditions, reducing maintenance costs, and taking advantage of program incentives. These findings highlight the importance of cost savings and incentives in driving energy efficiency adoption.

Section 1582
by one respondent). Other motivations for respondents who had installed HVAC equipment included reducing maintenance costs, taking advantage of program incentives, and reducing their carbon footprint. Table 5-6: Importance of Motivations f...

AI summary Respondents who installed HVAC equipment were motivated by reducing maintenance costs, taking advantage of program incentives, and reducing their carbon footprint. Table 5-6 outlines the importance of various motivations for product installation, with energy cost savings being the most frequently cited reason.

Section 1584
atus. In addition, respondents were asked about any energy efficient actions taken since participating in the program and the extent to which the BER program had influenced them to take these actions. 5.6.1 Free-ridership Respondents were...

AI summary The evaluation of the 2010 Prescriptive Rebate Programs includes questions about energy-efficient actions taken by respondents and their prior plans to install upgrades. Seven out of nine respondents had specific plans to install upgrades before participating in the BER program.

Section 1585
1 2 NMR Evaluation of 2010 Prescriptive Rebate Programs Page 39 Respondents were asked four questions about actions they would have taken in the absence of the BER program. (Table 5-9) As the questions were asked separately, respondents we...

AI summary Respondents were asked about their actions in the absence of the BER program. Three respondents said they would have postponed installation for over a year, three said they would not have installed any equipment, five said they would have installed less energy-efficient equipment, and three said they would have installed the same quantity of equipment as under the program.

Section 1586
9 3 6 Installing less energy efficient equipment 9 5 4 Installing the same quantity of equipment 9 3 5 1 Eight out of the nine respondents indicated that their budget could have accommodated the equipment that had been installed in the abs...

AI summary Eight out of nine respondents indicated that their budgets could have covered the installation of less energy-efficient equipment without program rebates, suggesting that rebates played a significant role in enabling the installation of more efficient equipment.

Section 1587
8 No Don‘t know 1 1 Respondents rated the influence of various aspects of the BER program on their decision to participate in the program on a scale from one (―not at all influential‖) to five (―very influential‖). Information, services, o...

AI summary Respondents evaluated the influence of various aspects of the BER program on their participation. Information, advice, or services from contractors and NSPI representatives were most influential, while program information and rebates were only moderately influential.

Section 1588
1 3 1 3 NMR Evaluation of 2010 Prescriptive Rebate Programs Page 40 5.6.2 Spillover When respondents were asked whether they had installed any additional equipment of the type they had installed through the BER program (i.e., additional li...

AI summary The evaluation of the 2010 Prescriptive Rebate Programs found that none of the nine respondents installed additional equipment of the types covered by the BER program. However, three out of eleven respondents indicated that the program influenced them to take additional energy efficiency actions, such as installing HVAC upgrades and energy-efficient lighting.

Section 1592
Average Percent 17% NMR Evaluation of 2010 Prescriptive Rebate Programs Page 42

AI summary The document evaluates the 2010 Prescriptive Rebate Programs, focusing on their average performance with a 17% figure noted. The Nova Scotia Utility and Review Board (NMR) is involved in the evaluation process.

Section 1595
acing equipment in the future NMR Evaluation of 2010 Prescriptive Rebate Programs Page 43 Seven of the eleven respondents gave suggestions for improving the program. Three respondents suggested that the program increase the rebate amounts,...

AI summary Seven of eleven respondents suggested improvements to the 2010 prescriptive rebate program, including increasing rebate amounts, clarifying eligible products, improving form usability, and enhancing customer-program staff communication. Four respondents had no recommendations.

Section 1596
1 More direct contact between customer and program staff 1 None 4 5.9 Firmographics The respondents represented a diverse variety of business types. (Table 5-19) Table 5-19: Principal Building Activity 2010 Sample size (n) 11 Retail (Other...

AI summary The text discusses the diversity of business types represented by respondents in the 2010 Prescriptive Rebate Programs, with a sample size of 11 and a variety of industries listed.

Section 1599
68 Eight out of eleven respondents reported that their businesses were independent and not part of a larger company. (Table 5-23) Table 5-23: Type of Company 2010 Sample size (n) 11 Independent 8 Part of a larger company 3 Out of the nine...

AI summary The text discusses the results of a survey on the type of companies participating in the 2010 Business Energy Rebate and Smart Lighting Choices Programs. Eight out of eleven respondents were independent businesses, and five out of nine respondents had no other facilities in Nova Scotia.

Section 1617
cipate in the NSPI rebate programs? [Probe: Save energy, rebates offered, reduce maintenance costs, protect environment, recommended by utility, concerns with carbon, etc.] 12. Were there any challenges or barriers that you faced in making...

AI summary The document includes questions about participation in NSPI rebate programs, challenges faced, barriers to participation, and satisfaction with program implementation and communication. It also asks about gaps in energy efficiency programs and overall satisfaction with various NSPI programs.

Section 1618
ith NSPI staff [Does this vary by program at all?] e. Project implementation f. Rebate amounts [Does this vary by program at all?] g. Measurement and verification h. Application, rebate/incentive and associated paperwork [Does this vary by...

AI summary The text includes questions about rebate programs offered by NSPI, focusing on implementation, rebate amounts, and free-ridership. It also asks about energy efficiency improvements and whether the company would have taken similar actions without the rebate programs.

Section 1627
b. To what do you trace the difficulties you encountered? How might they be addressed in future programs? 10. Do you have a plan in place for transitioning the program over to the new administrator? If yes: what does that plan involve? Do...

AI summary The text outlines a series of questions related to program challenges, transition planning, and the theoretical underpinnings of a program. It explores the program's goals, components, activities, and expected outcomes, as well as the assumptions behind its success indicators.

Section 1629
primary motivations for participating in the program? What are the major barriers to their participation in the program? 20. What has changed about the program since the beginning, and why? Marketing and Verification: 21. Please explain th...

AI summary The text outlines a set of questions related to energy efficiency programs, focusing on participant motivations, barriers, program changes, marketing strategies, program success, delivery improvements, free-ridership safeguards, and coverage gaps. It also mentions an evaluation of a specific program, the Commercial and Industrial Custom Program 2010, from February 25, 2011.

Section 1631
KEMA, Inc. 50-2 Howard Street, Somerville, MA 02144 Phone: (617) 284-6230 Fax: (617) 284-6239 www.nmrgroupinc.com Evaluation of 2010 C&I Custom Program

AI summary The text refers to an evaluation of the 2010 C&I Custom Program conducted by KEMA, Inc., which is part of the NMR Group, Inc. This evaluation likely pertains to energy efficiency or demand-side management initiatives.

Section 1639
......... 1 NMR Evaluation of 2010 C&I Custom Program Page I Executive Summary This report presents the results of the process and impact evaluations of the Commercial and Industrial Custom Program (C&I) conducted by NMR Group, Inc. (NMR)....

AI summary This report evaluates the 2010 Commercial and Industrial Custom Program (C&I) by NMR Group, Inc., finding energy savings of 19,413 MWh and demand savings of 2,405.5 kW, which fell short of targets but showed significant improvement over 2008 and 2009 combined.

Section 1640
avings goal of 3,410 kW. However, the 2010 savings exceed the evaluated savings for 2008 and 2009 combined (16,311 MWh and 2,403 kW), which shows significant growth for the C&I Custom program in 2010. Table 1: 2010 Program Energy and Deman...

AI summary The C&I Custom program achieved significant energy and demand savings in 2010, exceeding the combined savings of 2008 and 2009. The program is well-run with robust data tracking and free-rider screening, though staff constraints and data entry errors impacted NMR's evaluation process.

Section 1641
nt programs. NMR Evaluation of 2010 C&I Custom Program Page II close to achieving its one-year energy savings goal of 20,000 MWh but fell notably short of reaching its demand target of 3,410 kW. As energy savings were close to targets but...

AI summary The 2010 C&I Custom Program achieved energy savings close to its target but fell short on demand savings. NMR suggests adapting the program to include demand response incentives. The Business Energy Rebate program was launched to streamline processes. A new Sales Lead position was introduced in 2010, leading to increased participation and savings, with a second Sales Lead added in 2011.

Section 1642
ly more important to achieving those goals. The DSM Administrator should continue to work with the Sales Leads as well as encourage contractors to promote the program to their customers.

AI summary The DSM Administrator is encouraged to collaborate with Sales Leads and contractors to promote the program to customers, emphasizing its importance in achieving broader goals.

Section 1645
ry. NMR Evaluation of 2010 C&I Custom Program Page III Program Contractors Finding Recommendation C&I-F4. C&I-R4. In contrast to 2008 and 2009, relatively few 2010 respondents Conduct training sessions with energy efficiency contractors an...

AI summary The 2010 C&I Custom Program had limited awareness among respondents, with few reporting that they learned about it from contractors or vendors. Most respondents indicated that external parties were responsible for specifying the installed measures. The recommendation includes training contractors and developing marketing tools to improve program awareness.

Section 1646
installed. to reach those customers who are currently unaware of the program.

AI summary The text discusses the need to install equipment and reach customers who are currently unaware of the program, indicating a focus on outreach and program implementation.

Section 1647
Program Marketing and Outreach Finding Recommendation C&I-F5. C&I-R5. Program marketing and outreach activities such as the addition In 2011, the C&I custom program should build on its 2010 of a Sales Lead and print advertising successfull...

AI summary The findings indicate that program marketing and outreach activities, such as adding a Sales Lead and print advertising, helped increase participation in the C&I Custom program in 2010. Contractors and design professionals were identified as effective outreach channels. Most participants were motivated by financial benefits, and relatively few barriers were reported.

Section 1648
with customers on a case-by-case basis and (31%) reported barriers to participation. The barriers reported provide assistance as they work through the program. were varied and customer specific. NMR Evaluation of 2010 C&I Custom Program Pa...

AI summary The evaluation of the 2010 C&I Custom Program found that customer satisfaction was high in 2008 and 2009 but dropped in 2010, with lower satisfaction reported in areas such as communication with staff and consultants, and the availability of consultants.

Section 1649
NMR Evaluation of 2010 C&I Custom Program Page 1 1 Program Description 1.1 Program Description2 The C&I Custom program was first implemented in May of 2008. The program offers financial incentives to large commercial and industrial custome...

AI summary The C&I Custom program, implemented in 2008, provides financial incentives for large commercial and industrial customers to conduct energy audits and implement energy efficiency measures. In 2010, the DSM Administrator introduced the C&I New Construction program to support energy-efficient building designs, focusing on criteria such as building envelopes, lighting, and HVAC systems.

Section 1651
. NMR Evaluation of 2010 C&I Custom Program Page 2 2 Impact Evaluation 2.1 Summary of 2010 C&I Custom Savings This section discusses the savings tracked by the DSM Administrator of 2010 C&I Custom program participants. A summary of this ac...

AI summary The document evaluates the 2010 C&I Custom Program's impact, detailing 22,758 MWh of energy savings and 2,805 kW of peak demand savings. It notes that some projects had partial savings credited due to installations completed in 2009 or ongoing through 2011.

Section 1652
action of installations performed and their associated savings. The total installed savings for the 2010 projects was 22,758 MWh of energy savings and 2,805 kW of peak demand savings at the generator. Table 2-1: Tracking Estimates of 2010...

AI summary The text provides data on energy and peak demand savings from 2010 commercial and industrial (C&I) custom installations. A total of 102 projects resulted in 22,758 MWh of energy savings and 2,805 kW of peak demand savings at the generator level.

Section 1653
Other3 10 3,469 409 Total 102 22,758 2,805 2.2 Sample Methodology At the time of sampling for this study, the program year was only 80% complete. At that point in time, the C&I Custom program manager provided a best-estimate population of...

AI summary The 2010 C&I Custom Program's evaluation used a sample methodology based on an 80% complete program year. The C&I Custom program manager estimated 93 sites would be completed, with 29,488 MWh of energy savings and 3,691 kW of demand savings. The NMR team applied Model-Based Statistical Sampling (MBSS) to stratify the population based on estimated annual kWh savings.

Section 1654
improvements, and solar. NMR Evaluation of 2010 C&I Custom Program Page 3 larger impacts, MBSS provides an excellent framework for conducting the analysis and the subsequent stratified ratio estimation analyses. Targeting a ±10% relative p...

AI summary The document evaluates the 2010 C&I Custom Program, discussing the use of MBSS for stratified ratio estimation analyses and the sampling methodology employed, including the removal of one site due to being credited to the 2009 program year.

Section 1655
le was designed and drawn from a projected status of sites at year end. Overall, the final sample design remained fairly optimal in capturing greater savings at the larger sites than the smaller ones. Table 2-2: Final Sample Design Max Sav...

AI summary The text discusses the final sample design for evaluating the 2010 C&I Custom Program, highlighting how the sample was optimized to capture greater savings at larger sites. Table 2-2 shows strata based on maximum savings, and Table 2-3 indicates the diversity of measure types in the sample, with lighting measures being the most common.

Section 1656
tracking estimate of savings. NMR Evaluation of 2010 C&I Custom Program Page 4 Table 2-3: Summary of Final Sample Number of Measure Type Projects Lighting Retrofit (incl. LED) 11 Refrigeration 1 Motors 1 HVAC 1 Envelope 1 2.3 Savings Metho...

AI summary The document evaluates the 2010 C&I Custom Program, summarizing the types of energy efficiency measures implemented, including lighting retrofits, refrigeration, motors, HVAC, and envelope improvements. It outlines the methodology used to assess the impact of these measures.

Section 1658
2.3.1 Lighting Generally speaking, the scope of lighting measures in the 2010 sample was extensive. Accordingly, it was necessary to prioritize on-site data collection according to the factors with the greatest impact on the gross saving e...

AI summary The text discusses the verification process for lighting measures in the 2010 sample, focusing on verifying installation, confirming operating schedules, and identifying metered areas to ensure accurate saving estimates.

Section 1659
ed post-measure implementation to determine the applicability of collected trend data. Where metering was performed and completed, site contacts were asked to identify the building areas where meters or loggers had been installed. By confi...

AI summary The text discusses the post-measure implementation process for evaluating the 2010 C&I Custom Program, focusing on verifying the accuracy of metered data by confirming installation areas and ensuring data application in the DSM Administrator's M&V analysis.

Section 1660
Administrator‘s M&V analysis. NMR Evaluation of 2010 C&I Custom Program Page 5  Identifying the areas of the facility served by cooling and electric heating systems to assist in calculating interactive effects savings. At all sites with e...

AI summary The document discusses the evaluation of the 2010 C&I Custom Program, focusing on the DSM Administrator's M&V analysis. Key activities include identifying areas served by cooling and electric heating systems and verifying pre-existing fixture types with site contacts to ensure accuracy in the analysis.

Section 1664
2.3.5 Refrigeration The 2010 sample included a refrigeration project where control and operational modifications were made at 19 different locations. The refrigeration measures focused on beverage coolers in the stores. Evaporator fan cont...

AI summary This section discusses a 2010 refrigeration project that included control modifications at 19 locations, focusing on beverage coolers. Measures included evaporator fan controls and anti-condensate heater controls, and some sites had outside air cooling. Site visits verified installations and data were collected for energy savings calculations and program-level impact estimation.

Section 1666
vings for the C&I Custom program is determined to be 21,570 MWh at the generator level with a realization rate of 94.8%. The peak demand savings are calculated to be 2,672.8 kW at the generator level. Table 2-4: 2010 Installed C&I Custom A...

AI summary The 2010 C&I Custom Program evaluation shows annual energy savings of 21,570 MWh with a 94.8% realization rate and peak demand savings of 2,672.8 kW with a 95.3% realization rate. The realization rates have historically been stable between 95% and 110%, but 2010 saw a 14% decrease due to revisions at a motor site.

Section 1668
ghting sites, one refrigeration-site, one motor site, one HVAC, and 2010 95% one envelope 2.5 Spillover Participants were asked about participant-like4 spillover, which is a situation in which a customer installed additional equipment of t...

AI summary The C&I Custom program did not result in participant-like spillover, as no participants reported additional purchases or installations of the same type. However, non-like spillover was observed, with some participants pursuing additional energy efficiency measures outside the program, though they intended to use rebate programs for these measures.

Section 1669
ce the DSM Administrator began offering incentives for C&I energy efficiency projects, they have made every attempt to take advantage of rebates and incentives for all projects they have implemented. 2.6 Free-ridership In order to determin...

AI summary The document discusses the DSM Administrator's efforts to take advantage of rebates and incentives for C&I energy efficiency projects, and outlines the methodology used to assess free-ridership by asking participants about their pre-program plans and the program's influence on their decisions.

Section 1676
as a full (100%) free-rider. NMR Evaluation of 2010 C&I Custom Program Page 11 2.6.2 Non-Free-riders Respondents were identified as non-free-riders if they simultaneously met the following four criteria:  They stated that their organizati...

AI summary The document evaluates the 2010 C&I Custom Program, identifying four non-free-riders among 13 respondents. These four respondents account for 49% of total energy and 45% of total demand savings, indicating the program's significant impact on energy efficiency.

Section 1681
0% for demand savings. NMR Evaluation of 2010 C&I Custom Program Page 14 2.8 Energy Savings Estimation Table 2-10 presents the net installed annual energy and demand savings for the 2010 C&I Custom program. The net annual savings were base...

AI summary The 2010 C&I Custom Program achieved 19,413 MWh of energy savings and 2,405.5 kW of demand savings, falling short of the 20,000 MWh and 3,410 kW goals. However, these savings exceeded the combined 2008 and 2009 results, indicating growth in the program.

Section 1682
t-to-gross ratio 90% 90% Net savings 19,413 2,405.5 7 Note that these include the savings goals for the C&I Custom and New Construction programs combined. NMR Evaluation of 2010 C&I Custom Program Page 15 3 Process Evaluation 3.1 Methodolo...

AI summary The process evaluation of the 2010 C&I Custom Program involved in-depth interviews with program staff and a participant, as well as telephone surveys of 13 participants. Topics included program awareness, communication, and free-ridership. The evaluation aimed to assess the program's effectiveness and identify barriers and motivations.

Section 1685
3.2 Program Goals and Design The C&I Custom program was developed in-house by DSM Administrator staff; some features were modeled after the Manitoba Hydro Performance Optimization Program. The program offers incentives for commercial and i...

AI summary The C&I Custom program offers incentives for energy audits and efficiency improvements for commercial and industrial customers. It includes stages such as preliminary audits, feasibility studies, and implementation. Some projects are directed to the BER program, while others are handled through the C&I Custom program based on their complexity.

Section 1686
ange calculated by the DSM Administrator. Once the implementation incentive had been determined, customers moved forward with implementation of the energy efficiency measures. Measurement & Verification (M&V) After completing implementatio...

AI summary The 2010 C&I Custom Program provided incentives for energy efficiency measures, including on-bill financing, energy audits, feasibility studies, and implementation. Incentives were capped at $500,000 per project and could not reduce a participant's simple payback below one year or exceed 50% of eligible costs.

Section 1687
of the DSM Administrator. NMR Evaluation of 2010 C&I Custom Program Page 17  Incentives could not exceed $0.15 per kWh of first-year projected energy savings;  Incentives could not exceed a prorated share of the total C&I incentive budge...

AI summary The C&I Custom Program set incentive limits based on energy savings and budget constraints. Free-ridership checks ensured that only projects needing financial assistance would qualify, with criteria including inability to meet investment thresholds or raise capital.

Section 1689
3.2.2 Data Tracking In 2010, the C&I Custom program seemed to have reached a point where staff constraints created a bottleneck for evaluation. In the 2008 evaluation, NMR found that while „the C&I program had a well thought out and docume...

AI summary In 2010, the C&I Custom program faced bottlenecks in its data-tracking process due to staff constraints and overly burdensome methods. Evaluation identified data entry errors at multiple sites, including incorrect savings entries and inconsistencies in scaling demand savings. A centralized data system was implemented in the summer of 2010, though further refinement is needed.

Section 1690
additional work remains to be done to fine-tune the system. NMR understands that implementing a centralized data tracking system takes time and that DSM Administrator staff will fine-tune the system over time. The 2010 evaluation shows the...

AI summary The 2010 evaluation of the C&I Custom Program highlights the need for improved data tracking and more rigorous data entry protocols. Outreach efforts included public speaking, emails, the NSPI website, and the addition of a Sales Lead position. Program awareness was primarily through NSPI and contractors.

Section 1695
Table 3-4: Participant Motivations 2008 Participants (n=11) 2009 Participants (n=13) 2010 Participants (n=13) Reasons for Participating in C&I Most Second Most Most Second Most Most Second Most Custom program Important Important Important...

AI summary The table presents participant motivations for engaging in C&I programs and pursuing feasibility studies from 2008 to 2010. Key motivations include saving on energy costs, receiving incentives, and protecting the environment, with varying percentages across years.

Section 1696
nt Important Important Save on energy/energy costs 45% 36% 50% 36% 69% Incentives 36 8 9 15 8 Part of existing retrofit efforts 9 8 Help protect the environment 9 25 9 8 17 Reduce maintenance costs 17 Reduce carbon footprint 17 See what wa...

AI summary The text presents survey results on reasons for implementing energy efficiency measures, with a focus on saving on energy costs, incentives, and environmental protection. The data highlights varying percentages of respondents citing different motivations, such as cost savings, carbon reduction, and program verification.

Section 1701
principles behind the project Lack of personnel 15 Payback timeframe 8 Contract language 8 Consultant error 8 Complicated communication 8 Legal issues 8 Don‘t know 36 23 31 These are not program-related barriers. 3.6 Implemented Measures T...

AI summary The text discusses barriers to implementation of energy efficiency measures, including lack of personnel, payback timeframe, contract language, consultant error, and complicated communication. It also notes that legal issues and uncertainty ('Don’t know') are significant barriers. The section also highlights that the 2010 survey respondents implemented measures similar to the general population, with lighting retrofits being the most common through the C&I Custom program.

Section 1704
mp replacement 9 6 Heat treatment oven 0 6 While respondents did not report any additional installations of the same equipment type as they had installed through the C&I Custom program, nearly one out of four respondents (23%) reported pur...

AI summary The evaluation of the 2010 C&I Custom Program found that 23% of respondents pursued additional energy efficiency measures or feasibility studies after participating in the program. These measures included refrigeration, windows, insulation, and HVAC. Most respondents planned to implement these through a DSM Administrator program or expected rebates or incentives.

Section 1705
he DSM Administrator. NMR Evaluation of 2010 C&I Custom Program Page 23

AI summary The document discusses the evaluation of the 2010 C&I Custom Program, focusing on its implementation and outcomes. It provides an analysis of the program's impact and effectiveness in achieving its energy efficiency goals.

Section 1707
tors 12 Propane 20 Lighting 20 Multiple responses NMR Evaluation of 2010 C&I Custom Program Page 24 3.7 Satisfaction with the Program Respondents were asked to rate their satisfaction with the C&I Custom program overall and with various as...

AI summary The 2010 C&I Custom Program received relatively lower satisfaction levels compared to previous years, with issues noted in communication with staff, contractors, and the list of available consultants. Despite this, some participants praised the program positively.

Section 1708
icipant interviewed said that the DSM Administrator‘s programs were a “breath of fresh air,” and that, in contrast, he has “found it challenging to work with the programs in other Atlantic provinces.”

AI summary A participant interviewed praised the DSM Administrator's programs, calling them a 'breath of fresh air,' and noted challenges in working with programs in other Atlantic provinces.

Section 1731
24 2L T8 4' 28W 0 1 Main Entry 6L T8 4' 28W 16 16 The site contact was able to explain the presence of two additional 4L fixtures in the basement. He stated that after the project had been completed, the lighting levels were still too low...

AI summary The document discusses the installation of additional lighting fixtures in a basement due to insufficient lighting levels after project completion. It also reviews amperage data collected during the implementation of a monitoring and verification (M&V) process, highlighting discrepancies in lighting circuit data and the presence of non-lighting loads on monitored circuits.

Section 1736
ause the recorded data exhibit load NMR Evaluation of 2010 C&I Custom Program Page A10 spikes in excess of the apparent base load. Furthermore, the circuit load on logger A was so minimal that it represented an insignificant amount of the...

AI summary The evaluation of the 2010 C&I Custom Program identified issues with the M&V analysis, including incorrect rounding of connected load values and the need to adjust for unmonitored areas. Corrections were made to the spreadsheet, and peak demand savings were calculated using peak coincidence factors for monitored circuits and assumed unity for unmonitored areas.

Section 1737
was assumed based on the site contact‘s claim that the store is open continuously during the peak period. Peak demand savings for all lighting areas were summed to generate gross peak demand savings. 7.0 Conclusions Annual energy savings w...

AI summary The document discusses energy savings from a lighting project, noting that annual energy savings were 74.5% of the tracking savings due to discrepancies in fixture counts, improper logger data use, and rounding of baseline values. Peak demand savings exceeded tracking estimates by 140.2%, primarily due to outdated tracking system data and differences in peak coincidence factors used in evaluations.

Section 1738
lly predicted primarily because the load weighted average peak coincidence factor using in the evaluation analysis (.96) was larger than the peak coincidence factor using in the M&V analysis (.75). NMR Evaluation of 2010 C&I Custom Program...

AI summary A lighting retrofit project was completed across six buildings, including food processing and packaging plants. The project involved replacing lighting systems in various areas, resulting in energy and demand savings. Savings were recalculated after a site visit and review of documentation, showing evaluated energy savings were 4.7% greater than tracking savings.

Section 1739
nerator savings are customer savings plus a 4.1% scale factor to account for transmission and distribution losses. The evaluated energy savings were ultimately 4.7% greater than the tracking savings. Table 1: Summary of Tracking and Evalua...

AI summary The document evaluates energy savings from a C&I custom program, comparing tracking savings and evaluated savings. It shows that evaluated savings are higher than tracking savings, with a 4.7% increase in energy savings and a 23.2% increase in demand savings. The results are presented in tables for lighting and interactive lighting categories.

Section 1745
(1) NMR Evaluation of 2010 C&I Custom Program Page A14 where, ES L = Direct savings from the lighting retrofit (kWh) n = Number of fixtures W = Fixture wattage i = Lighting group i h = Assumed lighting annual hours of operation 1,000 = Wh...

AI summary The document evaluates the 2010 C&I Custom Program by analyzing direct lighting retrofit savings and interactive cooling savings. It calculates energy savings using equations that consider lighting wattage, annual operating hours, and heat gain and seasonality factors. Site personnel confirmed the accuracy of the data, and the results showed reduced cooling costs due to lower waste heat from new lighting systems.

Section 1746
ghting savings [kWh] = Heat gain factor (fraction of the lighting energy assumed to become a load on the space) = Seasonality factor (fraction of the year assumed to require cooling) = Coefficient of performance of the cooling system. A he...

AI summary The document evaluates energy savings from a 2010 C&I Custom Program, focusing on lighting efficiency improvements. It calculates savings from reduced waste heat, cooling system efficiency, and adjustments for electric heating penalties. Peak demand savings are also estimated based on system load factors.

Section 1747
to demand savings. The cooling equipment operated with a reduced load due to the reduction in waste heat. The electric resistance heating operated at slightly greater loads, affecting demand savings. 5.0 On-Site Methodology The installatio...

AI summary The document details the on-site methodology used to assess demand savings from new lighting equipment installations. It discusses discussions with site personnel, verification of baseline assumptions, and challenges in matching fixture quantities between tracking spreadsheets and on-site counts. A complete lighting inventory was performed, and annual operation data was collected to populate a savings re-creation spreadsheet.

Section 1754
the installed and base cases consisted of identical sensible heat recovery ventilators. Exhaust fans and ventilation requirements were also consistent between the installed and baseline conditions. NMR Evaluation of 2010 C&I Custom Program...

AI summary The document evaluates the 2010 C&I Custom Program, focusing on the installation of improved wall and roofing insulation at a facility. The project achieved higher R-values than required by the Model National Energy Code. Savings calculations were performed using building energy modeling software, comparing baseline and installed scenarios to determine energy savings from insulation and HVAC measures.

Section 1759
umps. In particular, the 3.12 COPh used in the tracking analysis corresponds to a ground loop entering evaporator temperature of 28 oF, implying that the ground temperature is in the 30-40 oF range. NMR Evaluation of 2010 C&I Custom Progra...

AI summary The document evaluates the 2010 C&I Custom Program, noting that the tracking analysis used a ground loop entering evaporator temperature of 28 oF, which may not reflect actual ground temperatures in Nova Scotia. The analysis suggests that the average ground temperature is likely in the 45-50 oF range, which would improve the heating performance of the system. The cooling performance was also biased low due to the use of an entering condenser temperature of 69 oF instead of the more probable 64 oF.

Section 1773
e. Generator savings are customer savings plus a 7.1% scale factor to account for transmission and distribution losses. There is no variance between the evaluated energy savings and tracking savings. Table 1: Summary of Tracking and Evalua...

AI summary The text discusses energy savings results from a 2010 C&I custom program, showing no variance between evaluated and tracking savings for various equipment, with generator savings calculated as customer savings plus a 7.1% scale factor for transmission and distribution losses.

Section 1775
1 1 1 2.5 Condenser Fan 240 2.2 1 1 2 Door Heaters 120 8 1 1 4 Dartmouth Fans or Equipment Volts Amps Phase # of Units Doors/Unit COP Evaporators 120 6 1 2 3 Compressor 240 30.7 1 1 1 2.5 Condenser Fan 240 3 1 1 2 Door Heaters 120 5.53 1 1...

AI summary The text provides technical details about equipment specifications in different locations, including voltage, amperage, and COP values. It also mentions the installation of energy efficiency measures such as evaporator fan and door humidity controls, and the use of free cooling in Truro and Dartmouth.

Section 1778
4.0 Tracking Savings Review and Calculations Tracking savings were generated by vendor software. Savings for the evaporator fan controls, outside air free cooling, and condensate heater controls are calculated individually and results summ...

AI summary The document outlines the methodology used to calculate tracking savings for various energy efficiency measures, including evaporator fan controls, outside air free cooling, and condensate heater controls. Savings are calculated based on fixed reduction percentages, power factors, and annual operating hours.

Section 1779
ed 1,512 annual reduction in operation. New air fans are installed in the cooler to move the outside air. The power consumption of 0.17 kW is set for these fans. The 0.17 kW is multiplied by the reduction in operating hours to account for...

AI summary The document evaluates energy savings from the 2010 C&I Custom Program by analyzing reductions in power consumption from new air fans, anti condensate heater controls, and peak demand savings. Savings are calculated based on reduced operation hours and connected loads of various systems.

Section 1783
alculation changes for this project. NMR Evaluation of 2010 C&I Custom Program Page A31 There are no heating or cooling interactive savings or penalties for these measures. Peak demand savings are also 100% of the tracking estimate. Peak c...

AI summary The document discusses the evaluation of the 2010 C&I Custom Program, focusing on the calculation of demand savings for various measures, including adjustments for evaporator fan controls, outside air equipment, and door heaters. It also provides an overview of a facility involved in the program, describing its operations and schedule.

Section 1788
culate annual run hours. NMR Evaluation of 2010 C&I Custom Program Page A34 Interactive cooling savings were also claimed for space conditioned areas of the facility. Since the new fixtures operate at lower wattages, and thus impart less h...

AI summary The document evaluates energy savings from the 2010 C&I Custom Program, including interactive cooling savings and peak demand savings. Calculations involve factors like heat gain, seasonality, and coincidence, while adjustments are made for prior savings claims from 2009.

Section 1792
e peak coincidence factors, which could have assisted in calculating peak demand savings. For the evaluation savings estimate, these data were further analyzed to determine the percentage of time lights in each monitored area were on durin...

AI summary The document describes a method for calculating peak demand savings from lighting retrofits and interactive cooling effects. It discusses the use of peak coincidence factors and connected load reduction to estimate energy savings, as well as a formula for calculating interactive cooling demand savings.

Section 1793
= Connected load reduction = Cooling season heat gain factor = Cooling season seasonality factor = Cooling system coefficient of performance = Peak demand period coincidence factor In the above equation, the seasonality factor scales the d...

AI summary The text explains the calculation of peak demand savings using factors like the seasonality factor and coincidence factor, which adjust demand savings to reflect only the cooling season and account for non-continuous lighting operation during peak periods. Savings from all areas were summed, and project savings were scaled by a factor of .76 to account for overclaimed savings in the 2009 program year.

Section 1794
d savings. As in the tracking analysis, project energy and demand savings were scaled by a factor of .76 to account for the fact that 24% of project savings had been claimed for the 2009 program year. 7.0 Conclusions Annual energy savings...

AI summary The evaluation found that annual energy savings were 97% of tracking savings, but tracking system data were outdated and based on the PDA rather than M&V results. Peak demand savings were 156.5% of tracking estimates due to differences in coincidence factors used in calculations.

Section 1795
tor used in the evaluation analysis NMR Evaluation of 2010 C&I Custom Program Page A37 (.96). Evaluated peak demand savings were also slightly increased by the inclusion of interactive effects demand savings, which had not been accounted f...

AI summary The evaluation of the 2010 C&I Custom Program identified issues with the methodology used to assess peak demand savings and the lack of updated M&V savings values in the tracking database. The project involved a college campus that operates 24/7 and is composed of 18 buildings.

Section 1801
. Peak demand savings were calculated by a applying a coincidence factor of .9 to the gross change in connected load for the entire campus. Demand savings from interactive effects were not considered. 5.0 On-Site Methodology Since this pro...

AI summary The document details the methodology used to calculate peak demand savings and on-site verification of lighting installations for a project involving over 1,300 fixtures. A sampling approach was used, and findings indicated that most installed fixtures matched the tracking savings spreadsheet, with minor discrepancies in some cases.

Section 1804
onnected load multiplied by a peak coincidence factor of .9. Given that many areas of the college operates 24 hours per day, and classes during the 5 to 6 PM weekday time frame are not uncommon at a typical college, the high coincidence fa...

AI summary The text discusses the calculation of interactive effects demand savings using a formula that includes factors such as connected load reduction, seasonality factors, and a peak demand period coincidence factor. It explains that the high coincidence factor used in the analysis is reasonable due to the 24/7 operation of many college areas.

Section 1805
hat demand savings result from cooling and a demand penalty occurs for heating. The coincidence factor accounts for the fact that lights may not necessarily be operating during the peak demand period. 7.0 Conclusions Annual energy savings...

AI summary The evaluation of the 2010 C&I Custom Program shows that annual energy savings were 99.3% of the tracking savings, with peak demand savings at 97.3% of the tracking estimate. Issues included incorrect data entry in the tracking database and unimplemented retrofit projects, which were partially offset by increased savings in other areas.

Section 1807
or transmission and distribution losses. The evaluated energy savings were ultimately 19.6% less than the tracking savings. Table 1: Summary of Tracking and Evaluation Savings Results Customer Savings kWh kW Tracking Evaluated Difference T...

AI summary The evaluated energy savings from the program were 19.6% less than the tracking savings, with significant differences observed in both customer and generator savings across lighting and interactive lighting categories.

Section 1819
location and operation. These adjustment factors ranged from 28.68% in a remote maintenance facility to 100.0% in main high-bay work areas. Demand savings from interactive effects were not considered. 5.0 On-Site Methodology The installati...

AI summary The document discusses the on-site methodology used to assess lighting installations and their impact on energy savings. Adjustments were made based on facility conditions, and discrepancies between tracking data and on-site counts were noted. The process included verifying baseline assumptions, reviewing calculations, and creating a savings re-creation spreadsheet.

Section 1823
9.1 -0.6 Interactive Lighting -3,022 -3,006 16 0 -0.7 -0.7 Total Savings 644,536 641,059 -3,477 149.8 148.5 -1.3 Generator Savings kWh kW Tracking Evaluated Difference Tracking Evaluated Difference Lighting 693,534 689,793 -3,741 160.4 159...

AI summary The document presents data on energy savings from lighting projects, including interactive lighting and total savings in kWh and kW. It references a project overview and Table 2, which summarizes new fixtures installed and those they replaced as part of the 2010 C&I Custom Program evaluation.

Section 1828
ghting peak demand savings were calculated by a applying a coincidence factor of .9 to the gross change in connected load for the building. Demand savings from interactive effects were not considered. 5.0 On-Site Methodology Since this pro...

AI summary The evaluation of the 2010 C&I Custom Program discusses the methodology used to calculate peak demand savings, including the application of a coincidence factor and the use of a sampling approach to verify proper installation of lighting fixtures across selected floors of a building.

Section 1835
-8.8 Interactive Lighting 49,531 96,113 46,583 0.0 11.4 11.4 Total Savings 372,900 423,785 50,885 50.8 53.4 2.6 Generator Savings kWh kW Tracking Evaluated Difference Tracking Evaluated Difference Lighting 343,095 347,660 4,565 53.9 44.5 -...

AI summary The document presents data on energy savings from lighting installations and removals, including interactive lighting and total savings in kWh and kW. It also provides an overview of installed fixtures in the 2010 C&I Custom Program.

Section 1839
erating hours. Interactive refrigeration savings was applied to 100% of the annual lighting operation. An electric heating penalty was not assessed for this facility as it is heated by 2 fuel oil. NMR Evaluation of 2010 C&I Custom Program...

AI summary The document evaluates the 2010 C&I Custom Program, calculating peak demand savings using system peak coincidence factors. Interactive refrigeration savings applied to 100% of annual lighting operations, and electric heating penalties were not assessed due to heating via #2 fuel oil. Adjustments added 11.4 kW to customer demand savings and 12.1 kW to generator demand savings.

Section 1844
oject ID: C-528984-1 1.0 Facility Overview This facility is a large hotel in Downtown Dartmouth. The hotel contains numerous conference rooms, a large banquet hall, and a full service restaurant. 2.0 Summary of Savings and Adjustments An e...

AI summary The document outlines an energy efficiency project at a large hotel in Downtown Dartmouth, including a lighting retrofit and installation of occupancy sensors. The project achieved customer savings of 113,812 kWh and 15.6 kW, with generator savings adjusted by a 7.1% scale factor. Evaluated energy savings were 17.1% less than tracking savings.

Section 1845
0.4 Interactive Lighting -644 -534 110 0.0 -0.1 -0.1 Total Savings 137,354 113,812 -23,542 15.3 15.6 0.3 Generator Savings kWh kW Tracking Evaluated Difference Tracking Evaluated Difference Lighting 147,796 122,464 -25,332 16.4 16.8 0.4 In...

AI summary The document provides an evaluation of the 2010 C&I Custom Program, presenting data on savings from lighting and interactive lighting initiatives, including kWh and kW metrics, as well as differences between tracking and evaluated figures.

Section 1847
120-volt MR16 19 20 PAR20 3 50 LED Retro Kit 1 1 Incandescent Exit 1 30 The fixture quantities listing in Table 2 reflect changes to the counts made during the evaluation. Note that line items do not match along rows in Table 2. Fixtures i...

AI summary The document discusses fixture quantities and their organization in Table 2, noting changes in counts during the evaluation. It also mentions the installation of additional lighting measures after program participation, which may be considered spillover but are not credited to the program under gross savings work.

Section 1851
(3) where, = Savings weighted average operating hours [h] = Lighting group i = Operating hours for lighting group i = Energy savings for lighting group i The peak coincidence factor was then determined by dividing (5,813 hours) by 8,760 ho...

AI summary The document discusses the methodology for calculating energy savings in a lighting project, using weighted average operating hours and a peak coincidence factor. It also mentions the use of Metrix software for M&V projects, due to challenges with existing spreadsheets and disorganized lighting panels at the hotel.

Section 1854
6.0 On-site Observations and Findings In general, the fixture counts verified on-site matched the counts specified in the tracking savings spreadsheet. There was however one major exception. In the tracking analysis, fixture counts for the...

AI summary On-site verification found that fixture counts in the banquet room area were double-counted in the tracking analysis, and some lighting operating schedules were overestimated. Adjustments were made to fixture counts and peak demand calculations based on verified data.

Section 1855
ingle peak coincidence factor based on the savings weighted average operating schedule of the affected lights, peak coincidence factors were independently calculated for each affected lighting group. For a given lighting group, peak coinci...

AI summary The text discusses the calculation of peak coincidence factors for lighting groups based on daily operating hours and introduces a new method for calculating demand savings from interactive effects with building HVAC systems. The approach assumes continuous operation during peak hours for groups with 18 or more daily operating hours.

Section 1857
od. Equation 3 was applied to all retrofitted areas of the building served by HVAC systems (100% in this case). Savings from all areas were summed to arrive at interactive effects peak demand savings. 7.0 Conclusions Annual energy savings...

AI summary The evaluation of the 2010 C&I Custom Program found that annual energy savings were 82.9% of the tracking savings, with reductions partly due to removing double-counted savings and adjusting operating hours. Peak demand savings exceeded tracking projections by 1.9% due to higher coincidence factors used in the evaluation.

Section 1858
ngs. NMR Evaluation of 2010 C&I Custom Program Page A66 Project ID: C-675561-1 1.0 Facility Overview This facility manufacturers disposable paper food products such as plates, bowls and egg cartons. The business runs a continuous manufactu...

AI summary This document evaluates the 2010 C&I Custom Program at a facility manufacturing disposable paper food products. A motor retrofit project was completed in 2009 and 2010, replacing 42 motors with premium efficiency models. Energy and demand savings were recalculated, showing evaluated savings were 14.3% less than tracking savings.

Section 1863
92.4 150 96.2 NMR Evaluation of 2010 C&I Custom Program Page A68 Note that the motor efficiencies and sizes listed in Table 2 reflect changes made during the evaluation. With respect to motor size, only motor #6 was changed based on site c...

AI summary The document discusses the evaluation of the 2010 C&I Custom Program, focusing on motor efficiency changes and the calculation of tracking savings using a spreadsheet-based approach. It also notes errors in the tracking analysis and provides formulas for calculating the power factor of both preexisting and installed motors.

Section 1867
demand savings calculation did not take into account variations in individual motor usage during the facility‘s operating schedule. These issues were subsequently addressed in the evaluation analysis. 5.0 On-Site Methodology During the sit...

AI summary The document discusses issues with the demand savings calculation not considering variations in motor usage during operating hours. On-site verification confirmed motor installations, though some motors could not be directly verified due to inaccessibility. Specifications of installed motors slightly differed from those listed in the tracking analysis.

Section 1878
s (net positive effect on savings) NMR Evaluation of 2010 C&I Custom Program Page A77  Adjustments to the operating hours of the installed motors based on facility data (net negative effect on savings)  Usage of post-implementation met...

AI summary The evaluation of the 2010 C&I Custom Program found that adjustments to motor operating hours and differences in peak coincidence factors significantly impacted energy and demand savings estimates. The use of post-implementation metered data had an indeterminate effect. The evaluation did not find issues with equipment installation but noted methodological changes in savings calculations.

Section 1884
e only 87.5% of the time since the second half of the green light cycle displays a flashing red hand. Table 3 below displays the full schedule of operating factors used in the M&V savings analysis. NMR Evaluation of 2010 C&I Custom Program...

AI summary The document evaluates the 2010 C&I Custom Program by analyzing peak demand savings from traffic signal lighting systems. It compares LED and incandescent lighting configurations, calculating savings based on operating factors and peak demand differences at intersections.

Section 1901
oximate the mean demand savings, which is simply the annual energy savings divided by 8,760 hours. For the purposes of the evaluation, demand savings were calculated using this simplified methodology. 7.0 Conclusions Evaluated annual energ...

AI summary The evaluation of the 2010 C&I Custom Program found that annual energy savings were 107.0% of the tracking estimate, and peak demand savings were 107.6% of the tracking estimate. The differences in savings between the evaluation and tracking analyses are attributed to differing operating factors, with the evaluation placing more emphasis on red lights, which provide greater energy savings compared to baseline incandescent fixtures.

Section 1915
all on your decision to participate in the program‖ and 5 indicates that the program was ―extremely influential to your decision to participate in the program.‖ How influential was the: Element (READ) (a) Performance of Measure 1 2 3 4 5 9...

AI summary The text presents a survey asking participants to rate how influential various factors were in their decision to participate in a program. Factors include NSPI incentives, installation contractors, NSPI representatives, and NSPI-funded studies.

Section 1917
you installed or pursued through the Commercial and Industrial Custom program? 1. Yes 2. No 3. Don‘t know [IF Q17 = NO / DON‘T KNOW FOR EVERY MEASURE GO TO Q20] IF Q16=YES: Q17. Was equipment of the same level or a higher level of efficien...

AI summary The text presents a series of survey questions related to energy efficiency measures, specifically asking whether equipment was purchased and installed independently by the respondent for the same or higher level of efficiency as that provided through the Commercial and Industrial Custom program. It also asks about the percentage of energy-efficient measures purchased independently.

Section 1925
3. (Too little incentive) NMR Evaluation of 2010 C&I Custom Program Page C14 4. (Too much work required to obtain funding) 5. (Too little information about the program) 6. (Cost savings not worth the effort of applying) 7. (Approval takes...

AI summary The text lists reasons why commercial and industrial customers may not participate in energy efficiency programs, including insufficient incentives, excessive administrative burden, lack of information, and long approval times. It also asks respondents to rate the importance of reducing energy usage and managing energy costs to their organizations.

Section 1930
Staff Interview Guide for NSPI, July 2010 Date: Name: Programs responsible for: Introduction: [This interview should take about an hour] Your comments are confidential. By the way, if I ask you about areas you don‘t know about, please feel...

AI summary This document is a staff interview guide for NSPI from July 2010, focusing on the C&I program. It includes questions about program responsibilities, staffing, program duration, energy savings goals, and program successes and challenges.

Section 1934
or outcomes that are not included in the C&I logic model?] d. How do you think this program will affect the overall market in the intermediate term? What is the mechanism by which this impact on the market will be achieved? NMR Evaluation...

AI summary The text asks about the long-term goals of the C&I Custom Program, its impact on the market, and how program success will be measured. It also probes whether the logic model includes all relevant goals and outcomes.

Section 1935
ve? Short-term? Intermediate? Long-term? a. Are there any key indicators or metrics to gauge program effectiveness and success in short-, intermediate-, and long-term? Marketing, Participating Retailers, and Verification: 17. Please explai...

AI summary The document outlines questions related to the evaluation of the 2010 C&I Custom Program, focusing on program effectiveness, marketing strategies, trade ally involvement, and program delivery. It includes recommendations for improving marketing and delivery, such as training energy efficiency contractors.

Section 1940
eract with at NSPI? a. What types of interactions do you typically have with NSPI staff? [Probe: status calls, meetings, etc.] Could these interactions be improved? How so? 6. Some companies work with a design professional, project archite...

AI summary The document explores interactions with NSPI staff, the use of design professionals in project design, and the C&I Custom program delivery process. It asks about participation in various steps of the program and identifies potential barriers to participation.

Section 1943
ith NSPI staff [Does this vary by program at all?] e. Project implementation f. Rebate amounts [Does this vary by program at all?] g. Measurement and verification h. Application, rebate/incentive and associated paperwork [Does this vary by...

AI summary The text includes questions about energy efficiency programs administered by NSPI, focusing on rebate implementation, free-ridership, and the impact of rebate programs on company behavior. It asks whether companies would have taken energy efficiency actions without the programs and how rebate amounts, paperwork, and implementation vary by program.

Section 1957
...................... 36 Figures FIGURE 1-1: SMALL BUSINESS LIGHTING SOLUTIONS PROGRAM LOGIC MODEL ...........................4 NMR Evaluation of 2010 Small Business Lighting Solutions Program Page I Executive Summary This report presents...

AI summary This report evaluates the 2010 Small Business Lighting Solutions Program (SBLS) by NMR Group, Inc. on behalf of Nova Scotia Power and Efficiency Nova Scotia Corporation. It includes process and impact evaluations, comparing results with those from 2008 and 2009. The 2010 program involved three service providers, a materials vendor, and a recycling contractor, with evaluations based on interviews and a survey of 65 participants.

Section 1958
ation was based on in-depth interviews with the DSM Administrator‘s staff, Delivery Agents, the Materials Vendor and the Recycling Contractor as well as a telephone survey of 65 program participants. Impact Evaluation Findings The impact e...

AI summary The impact evaluation of the 2010 SBLS program found that the program achieved 11,210 MWh of energy savings and 1,529.5 kW of demand savings, falling short of the energy and demand savings goals. The evaluation used interviews, surveys, and program records to estimate free-ridership and spillover effects.

Section 1960
e program. NMR Evaluation of 2010 Small Business Lighting Solutions Program Page II Notwithstanding the high levels of customer satisfaction, issues with material orders and deliveries were mentioned by program staff, Delivery Agents, and...

AI summary The 2010 Small Business Lighting Solutions Program faced issues with material orders and deliveries after expanding province-wide, leading to the decision to use multiple materials vendors. This change aimed to improve delivery performance and customer service while allowing Delivery Agents to choose their own vendors within a price constraint.

Section 1961
increasingly important for the DSM Administrator to monitor the performance of Delivery Agents in order to achieve 2011 targets and to ensure continued high levels of customer service.

AI summary The DSM Administrator's role in monitoring Delivery Agents' performance is emphasized to meet 2011 targets and maintain high customer service standards.

Section 1962
Findings and Recommendations Finding Recommendation SBLS-F1. SBLS-R1. In 2010, the SBLS program formally added a Recycling Contractor The SBLS program should continue to require that all responsible for collecting and recycling lamps and b...

AI summary The SBLS program improved its recycling process in 2010 by introducing a Recycling Contractor for province-wide lamp and ballast collection. However, despite expansion, recruitment still relied heavily on word-of-mouth and trade allies, with 55% of participants citing these methods as their primary source of awareness.

Section 1963
%) cited word of mouth (23%) the contact information for the Delivery Agent in their or trade allies (22%)—electricians, contractors or vendors. region. SBLS-F3. SBLS-R3. The DSM Administrator should continue to Customers were motivated to...

AI summary The 2010 Small Business Lighting Solutions Program was motivated primarily by energy cost savings, with 71% of participants citing this as their main reason for joining and 18% as their secondary motivation. The DSM Administrator is advised to continue promoting the financial benefits of the program to small businesses.

Section 1965
Findings and Recommendations Finding Recommendation SBLS-F4. SBLS-R4. As in 2008, the 2010 SBLS program encountered materials delivery NMR recommends that the DSM Administrator carefully issues. Delivery Agents estimated that anywhere betw...

AI summary The 2010 SBLS program faced materials delivery issues, with 60-80% of deliveries being late or incorrect. Despite a quality action plan by the Materials Vendor, issues persisted. NMR recommends monitoring the new program design and setting reliability and quality criteria for Materials Vendors.

Section 1966
uirements. SBLS-F5. SBLS-R5. Some respondents cited barriers to implementing additional energy At the time of participant contact, the DSM Administrator efficiency measures (beyond those covered by the program) including should continue to...

AI summary Respondents identified barriers to implementing additional energy efficiency measures, including lack of financing and information. The SBLS program was found to be a crucial source of assistance for small businesses, with low free-ridership indicating its effectiveness in encouraging energy efficiency improvements.

Section 1967
NMR Evaluation of 2010 Small Business Lighting Solutions Program Page IV Findings and Recommendations Finding Recommendation SBLS-F7. SBLS-R7. While nearly all of the 2010 respondents (63 out of 65) said they would Despite the importance o...

AI summary The evaluation of the 2010 Small Business Lighting Solutions Program found that while most respondents were likely to purchase energy-efficient equipment in the future, few took additional energy efficiency actions after participating in the program. The report recommends expanding program offerings to help small businesses identify and pursue other energy efficiency measures.

Section 1968
NMR Evaluation of 2010 Small Business Lighting Solutions Program Page 1 1 Program Description 1.1 Program Description The DSM Administrator‘s 2010 Small Business Lighting Solutions Program (SBLS) was designed to achieve annual energy savin...

AI summary The 2010 Small Business Lighting Solutions Program aimed to achieve energy savings by offering lighting retrofits to small businesses at 20% of the installed cost. The program was expanded in 2010 to cover the entire province and included a recycling component that was improved and expanded.

Section 1969
ved in 2010. In 2009, Delivery Agents were required to box and ship lamps from outlying regions. In 2010, the Recycling Contractor coordinated the pickup of lamps and ballasts throughout the province. 1.1.1 Program Theory Program Backgroun...

AI summary The SBLS program aims to assist small businesses with lighting retrofits by reducing installation costs by 80% and offering interest-free financing. The program involves customer screening, outreach, material arrangement, and on-site lighting audits conducted by Delivery Agents and the DSM Administrator.

Section 1971
 Audit review and recommendations. The DSM Administrator reviews and approves audit reports and recommendations before they are presented to the participants.  Obtain customer authorization. Delivery Agents review audit recommendations w...

AI summary The document outlines the process for a demand-side management (DSM) program, including audit review, customer authorization, material delivery, installation, recycling, and billing. It also discusses program assumptions and potential barriers, such as concerns about lighting quality and labor shortages.

Section 1972
Nova Scotia. A lack of interested electrical contractors could lead to inadequate resources to perform installations. Short-Term Outcomes  Generate customer interest. Customers are made aware of the program by Delivery Agents.  Lighting...

AI summary The 2010 Small Business Lighting Solutions Program aims to increase customer awareness, conduct lighting audits, and implement energy-efficient retrofits. Short-term outcomes include generating interest and contracts, while mid-term outcomes focus on energy savings, increased knowledge, and cost reductions for small businesses.

Section 1976
is approach will provide the most confident estimate of impacts available at this time. We recommend that the evaluation of the 2011 program year be based upon on-sites with time of use metering. NMR Evaluation of 2010 Small Business Light...

AI summary The document discusses the evaluation of the 2010 Small Business Lighting Solutions Program, highlighting energy and demand savings tracked by the DSM Administrator. It notes a total of 12,876 MWh in energy savings and 3,928.8 kW in demand savings, with peak activity in July. A line loss factor of 1.074 is applied to estimate tracked savings at the generator.

Section 1977
e use of a line loss factor of 1.074, consistent with that used by NSPI for the small business sector, provides an overall 2010 tracking estimate of 13,829 MWh of tracked savings at the generator. Table 2-1: Summary of SBLS 2010 Program Tr...

AI summary The text discusses the use of a line loss factor of 1.074 for the small business sector, resulting in 13,829 MWh of tracked savings in 2010. Tables 2-1 and 2-2 provide details on monthly demand and energy savings, as well as lighting technology installations in 2008 and 2010.

Section 1984
To more fully assess the transferability of the 2008 SBLS results to the 2010 program year, the NMR Team spoke with program implementers to assess differences in program operations between the two program years. The SBLS program was confir...

AI summary The document discusses the transferability of the 2008 SBLS results to the 2010 program year, noting that program operations have remained largely consistent, with the exception of the program now being available province-wide. It also highlights differences in wattage assumptions between the tracking system and actual measurements, which affected savings estimates.

Section 1987
12,876 13,829 12,052 12,944 Peak Demand (kW) 3,928.8 4,219.5 1,637.3 1,758.5 2.5 Spillover This study quantified participant-like7 spillover, which is a situation in which a customer installed additional equipment of the same type as was i...

AI summary The study evaluated participant-like spillover from the 2010 Small Business Lighting Solutions Program, finding that 12% of 65 respondents installed additional energy-efficient lighting due to program influences. This type of spillover refers to customers installing similar equipment outside the program, influenced by the program's impact.

Section 1988
ce from another DSM program. NMR Evaluation of 2010 Small Business Lighting Solutions Program Page 10 participating in the SBLS program, and only four of these respondents said the equipment was of the same efficiency or higher than had be...

AI summary The evaluation of the 2010 Small Business Lighting Solutions Program found that spillover effects were extremely low (<1%), with some non-like spillover reported by 29% of participants. However, without follow-up inspections, the efficiency level of the additional equipment and potential savings could not be determined.

Section 1993
lled through the program Don‘t know 25% Stated Intent Score = average of FR2a, FR2b, FR2c+ci, and FR2d. Table 2-8: CFL Free-ridership Program Influence Questions Free- Question Question Responses Rider Number Score How influential were the...

AI summary The text presents data on the influence of various program elements on participation in the Small Business Lighting Solutions program, with responses measured on a scale from 1 to 5. The NSPI Incentive and initial contact by the program representative were the most influential factors, while the NSPI-funded lighting audit had no influence according to respondents.

Section 1994
5 0% Don‘t know 25% Program Influence Score = maximum of FR4a, FR4b, or FR4c. NMR Evaluation of 2010 Small Business Lighting Solutions Program Page 12 Table 2-9: CFL Free-ridership Screening and Cross-check Questions Free- Question Questio...

AI summary The document evaluates the 2010 Small Business Lighting Solutions Program, focusing on free-ridership screening through a series of questions. It assesses whether businesses would have pursued lighting improvements without the program's incentives and considers the financial impact of the program on participants.

Section 2003
.10 The interviews covered a variety of topics including interaction with program staff, roles within the program, program process, satisfaction, data tracking, participant perceptions, and spillover. 3.1.2 Telephone Survey and Sample Desi...

AI summary The interviews and telephone surveys conducted by NMR in 2010 assessed participant experiences with the Small Business Lighting Solutions Program, covering topics such as program interaction, satisfaction, and data tracking. A total of 65 participants were surveyed across six regions, representing 14% of committed savings.

Section 2004
Agent and Recycling Contractor. NMR Evaluation of 2010 Small Business Lighting Solutions Program Page 17 Table 3-1: Final Sample Population Sample Region N = 418 n= 65 Cape Breton 8% 8% Central 28% 32% Dartmouth 30% 25% Halifax 8% 6% South...

AI summary The document evaluates the 2010 Small Business Lighting Solutions (SBLS) program through a participant survey, focusing on spillover effects, free-ridership, participant motivations, and energy attitudes. It also discusses sampling error in the telephone surveys conducted as part of the evaluation.

Section 2005
iors  Participant firmographics 3.1.3 Sampling Error Table 3-2 shows the estimated population, sample size and associated sampling error at the 90% confidence level for the telephone surveys. Table 3-2: Sample Size and Sampling Error Samp...

AI summary The document discusses the 2010 SBLS program, which was sponsored by the DSM Administrator and managed by Delivery Agents across six regions in Nova Scotia. The program involved electrical contractors for lighting retrofits and a Materials Vendor and Recycling Contractor for supply and recycling.

Section 2006
with a single ―Materials Vendor‖ and ―Recycling Contractor,‖ who was responsible for supplying lighting materials to the Delivery Agents, and collecting materials (lamps and fixtures) for recycling. 3.3 Program Responsibility and Communica...

AI summary The SBLS program's responsibilities are divided among the DSM Administrator, Delivery Agents, Materials Vendor, and Recycling Contractor, with each entity having specific roles in customer engagement, project management, and material handling.

Section 2008
 Obtaining customer sign-off and acceptance  Delivering project reports to the DSM Administrator  Administering subcontractor payments The Materials Vendor was responsible for the following:  Maintaining adequate stock of an agreed-upo...

AI summary This text outlines the roles of various entities involved in a Demand Side Management (DSM) program, highlighting issues with material acquisition and delivery. Problems such as incorrect materials, incorrect quantities, and late deliveries were noted in 2008 and again in 2010 despite improvements in 2009.

Section 2009
SBLS program. Despite this, during the 2010 evaluation, it was revealed that the materials issues first discovered during the 2008 evaluation, and resolved in 2009 had returned to the program in 2010. 3.3.1 Materials Purchasing and Deliver...

AI summary The 2010 evaluation of the SBLS program identified recurring materials purchasing and delivery issues, including receiving incorrect quantities, wrong materials, and late deliveries. These problems resurfaced after the program expanded to serve the entire province and the Materials Vendor began using a different warehouse. Disagreement exists between the Delivery Agents and the Materials Vendor regarding the scale of the issues.

Section 2010
June 24 th and August 23rd NMR Evaluation of 2010 Small Business Lighting Solutions Program Page 20 2010.11,12 Despite requests made to the Delivery Agents and Materials Vendor for additional information, NMR was unable to determine the tr...

AI summary NMR was unable to determine the full extent of materials delivery issues in the 2010 SBLS program. In response, the DSM Administrator shifted to an alternate program design in 2011, allowing Delivery Agents to source their own materials while adhering to price constraints. This change aims to improve program performance and customer service.

Section 2011
ition, the DSM Administrator should consider requiring that Materials Vendors chosen by Delivery Agents in 2011, and future program years, meet minimum criteria for reliability and materials quality. 3.4 Outreach and Marketing Direct marke...

AI summary The document discusses outreach and marketing efforts for the SBLS program, noting that Delivery Agents increased active outreach, including phone calls and in-person visits, to meet program goals. Awareness sources included NSPI, SBLS, word of mouth, and electricians. The document also mentions a quality improvement plan by the Materials Vendor starting June 24, 2010.

Section 2012
ondents cited word of mouth and more than one-fifth (22%) cited electricians, contractors or vendors. (Table 3-3) These sources were consistent with the marketing methods utilized by the SBLS program.

AI summary The document highlights that over one-fifth of respondents cited electricians, contractors, or vendors as sources of information, aligning with the marketing methods used by the SBLS program.

Section 2013
Table 3-3: Source of First Awareness of SBLS Program13 Source 2008 2009 2010 Sample size 50 50 65 †ϐ Friend or business associate 42% 22%σ 23% † NSPI staff/presentation 2 16σ 18 ϐ Contractor or vendor 12 32σ 14 ϐ NSPI website 4 2 9 †ϐ Elec...

AI summary The table provides data on the sources of first awareness of the SBLS program across different years, showing varying percentages of participants who became aware through different channels such as friends, NSPI staff, contractors, and others.

Section 2021
- 11 Additional energy efficient lighting 10 5 Technical assessments/audit 6 20 5 Windows 5 Air Compression 5 Continue program at another facility 12 10 Awareness of energy consumption 10 Refrigeration 6 Changed lights at home 6 Fuel switc...

AI summary The evaluation of the 2010 Small Business Lighting Solutions (SBLS) program indicates that behavioral changes among participants did not significantly affect energy savings. Most respondents reported using new lighting similarly to their previous lighting, with no major shifts in usage patterns.

Section 2022
of other less efficient lighting. As in 2008 and 2009, these results indicate that energy savings were not impacted by behavioral changes as a result of the influence of the SBLS program. (Table 3-8) Table 3-8: Use of New Lighting Relative...

AI summary The evaluation of the 2010 Small Business Lighting Solutions (SBLS) program indicates that energy savings were not significantly influenced by behavioral changes, similar to findings in 2008 and 2009. The primary motivation for participation was saving on energy costs, with over 70% of respondents citing this as their main reason.

Section 2025
2 2 2 Already changing 2 out lights Reduce carbon 4 4 8 footprint Get experts to do 2 audit and installation Replace non-working 2 3 equipment To increase resale 2 value † Don‘t Know 6 18 17 NMR Evaluation of 2010 Small Business Lighting S...

AI summary The evaluation of the 2010 Small Business Lighting Solutions (SBLS) program found that 88% of respondents faced no barriers to participation, similar to 2008 and 2009. A small percentage of respondents reported barriers, with 12% indicating they faced some challenges.

Section 2026
88% Yes 10 10 12 Don‘t know 2 NMR Evaluation of 2010 Small Business Lighting Solutions Program Page 28

AI summary The document evaluates the 2010 Small Business Lighting Solutions (SBLS) Program, with 88% of respondents affirming its effectiveness, while 2% are unsure. The evaluation is conducted by NMR.

Section 2028
Table 3-11: Barriers Faced During Program Participation 2008 2009 2010 Most Second Most Most Second Most Most Second Most Specific Barriers Important Important Important Important Important Important Sample size 5 5 5 5 8 8 Concern that sa...

AI summary The table outlines barriers faced during program participation from 2008 to 2010, including concerns about savings, program limitations, payback requirements, and delivery issues. These barriers are identified based on responses from participants.

Section 2031
significant barrier. Among the two respondents who said obtaining permission from the builder owner had been a significant barrier, one said that it had been a ‗very significant barrier.‘ (Table 3-12) Table 3-12: Building Ownership Status...

AI summary The text discusses barriers related to obtaining permission from building owners for energy efficiency programs, highlighting that the need for owner permission was a significant barrier, especially in 2010, with 38% of respondents indicating it was a significant barrier. Data is presented in tables showing changes in ownership status and the extent of the barrier over the years.

Section 2033
orted that they were ‗satisfied‘ with all aspects of the program. (Table 3-14) Note, however, that in an in-depth interview, one SBLS participant expressed dissatisfaction with the program contractor.

AI summary The majority of SBLS participants reported satisfaction with the program, but one participant expressed dissatisfaction with the program contractor, as noted in an in-depth interview.

Section 2038
information, and 9% reported a lack of time. Another two-fifths of respondents (38%) reported that they did not need additional measures or were not aware of any other available measures. (Table 3-17)

AI summary The survey found that 9% of respondents lacked time for additional measures, while 38% did not need or were unaware of other available measures, as shown in Table 3-17.

Section 2040
† SBLS program still in progress 15 5 Have not considered other measures 6 5 Switched to another utility 3 Installed other measures before program 3 Not aware of rebates for other measures 6 3 ϐ Other 7 †ϐ Don‘t know 3 18 NMR Evaluation of...

AI summary The 2010 Small Business Lighting Solutions (SBLS) program is still in progress, with some respondents not considering other measures or being unaware of rebates. Energy costs accounted for an average of 12.1% of annual operating budgets in 2010, slightly higher than 2009 but not significantly so.

Section 2046
ucation 2 Construction 2 Public Library 2 Public order and safety 4 2 Wholesaler 2 Animal shelter 2 Equipment rental 2 Publishing 2 Transportation 2 Other 4 NMR Evaluation of 2010 Small Business Lighting Solutions Program Page 35 Eight out...

AI summary The 2010 Small Business Lighting Solutions Program evaluation found that 80% of respondents had facilities with less than 50,000 square feet, and nearly half had facilities with less than 10,000 square feet.

Section 2051
Scotia Power energy efficiency programs before participating in the Small Business Lighting Solutions Program? 1. Yes 2. No (Go to Q7) 9. Don‘t know (Go to Q7) 5. Which programs did your company / organization participate in prior to the S...

AI summary The text contains a series of questions related to participation in energy efficiency programs, specifically the Small Business Lighting Solutions Program, and asks respondents to identify other programs they participated in prior to this program and the years of participation.

Section 2052
003 6. 2004 7. 2005 8. 2006 9. 2007 10. 2008 11. 2009 12. 2010 99. (Don‘t Know) 7. How did you first learn about the Small Business Lighting Solutions Program? [RANDOMIZE AND READ 1-8, THEN 9] (choose one) 1. From a phone call from a Small...

AI summary The text contains survey questions about participation in the Small Business Lighting Solutions Program, including how participants learned about the program and their reasons for joining. The questions are randomized and include multiple response options.

Section 2053
nded by contractor) 11. (Past participation in utility programs) 12. (Other (Please explain )) 99. (Don‘t know/Don‘t recall) NMR Evaluation of 2010 Small Business Lighting Solutions Program Page B3 9. What was the second most important rea...

AI summary The text presents survey questions related to participation in the Small Business Lighting Solutions (SBLS) program, asking about reasons for participation and prior purchases of energy-efficient lighting products. It includes response options and instructions for respondents.

Section 2054
program, had your company / organization purchased any energy efficient lighting products? 1. Yes 2. No (Go to Q12) 9. (Don‘t know/Don‘t recall (Go to FR1)) 11. What purchases of energy efficient lighting had your company / organization ma...

AI summary The text includes survey questions regarding energy efficient lighting purchases prior to participation in the Small Business Lighting Solutions (SBLS) program and asks about pre-existing plans for lighting improvements before engagement with the program.

Section 2055
sue lighting improvements prior to talking with anyone about the Small Business Lighting Solutions Program? 1. Yes 2. No 9. (Don‘t know/Don‘t recall) Now I would like to ask you to consider what actions you would have taken in the absence...

AI summary The text asks respondents about their actions in the absence of the Small Business Lighting Solutions Program, including whether they would have postponed installations, installed less lighting, or not installed any energy-efficient lighting. It also asks about the influence of the program on their decision to participate.

Section 2056
e energy efficient lighting ‖ and 5 indicates that the program was ―extremely influential to your decision to install the energy efficient lighting.‖ How influential was / were the: NMR Evaluation of 2010 Small Business Lighting Solutions...

AI summary The text evaluates the influence of various factors on the decision to install energy-efficient lighting through the Small Business Lighting Solutions (SBLS) Program. It includes a survey asking participants to rate the influence of incentives, information provided by program representatives, and NSPI-funded lighting audits.

Section 2057
aced 3. Use lights the same amount as the lights that were replaced 4. Use the lights more, but instead of other less efficient lights 9. (Don‘t know/Don‘t recall) SPILLOVER 21. Now I'd like you to think of the time since you participated...

AI summary The text includes survey questions about the usage and impact of the Small Business Lighting Solutions (SBLS) program, asking participants about their lighting usage, additional upgrades, and how the program influenced their decisions. It also includes a question about the percentage of lighting upgrades purchased independently after participating in the program.

Section 2064
_ Section V. Firmographics 42. What is the principal building activity where the energy efficiency improvements were implemented? [DO NOT READ—BUT CONFIRM WITH RESPONDENT THAT THE CATEGORY YOU CHOOSE IS CORRECT] 1. Education 2. Food Sales...

AI summary This section asks respondents to identify the principal building activity where energy efficiency improvements were implemented, with multiple categories provided. The text also references the Evaluation of the 2010 Small Business Lighting Solutions Program.

Section 2067
implementations, retrofits, etc] 3. What is your current job title? What roles and responsibilities do you have at [Company]? 4. How did you first become aware of the SBLS program? NMR Evaluation of 2010 Small Business Lighting Solutions P...

AI summary This document contains a series of questions aimed at evaluating the implementation and effectiveness of the Small Business Lighting Solutions (SBLS) program. It focuses on participant awareness, interactions with NSPI staff, marketing strategies, and the overall process from referral to audit and savings analysis.

Section 2068
What is the average length of an on-site lighting audit? 12. How much time typically passes between the on-site audit and the presentation of cost and savings analysis to the customer? 13. As a percent about how much of this time is spent:...

AI summary The document consists of a series of questions focused on the process of conducting on-site lighting audits, the time taken to prepare and present cost and savings analyses, and the time between customer authorization and project completion. It also inquires about procedures, rules, and follow-up activities related to retrofit work.

Section 2069
orms the post-installation inspections? If deficiencies are discovered what process is in place to correct these deficiencies and how much time is required before they are corrected?] 20. In what ways has participating in the SBLS program...

AI summary The text outlines a series of questions related to the SBLS program, including post-installation inspections, program benefits, challenges, and data tracking procedures. It also includes a request for evaluation of the program and asks for feedback on specific aspects of the program.

Section 2071
Since participating in the SBLS program, have you implemented any other energy efficiency measures for any of the SBLS participants that you worked with? [IF NO SKIP TO FIRMOGRAPHICS] 36. Did participation in the SBLS program influence the...

AI summary The text asks participants in the SBLS program if they implemented additional energy efficiency measures and how much energy those improvements are expected to save. It also seeks suggestions for improving the SBLS program and collects firmographic data about the participants.

Section 2073
? [PROBE: lighting, motors, etc] 3. What is your current job title? What roles and responsibilities do you have at [Company]? 4. How did you first become aware of the SBLS program? 5. How often do you interact with NSPI SBLS program staff?...

AI summary The text outlines a series of questions aimed at evaluating the SBLS program, focusing on participant awareness, interactions with NSPI staff, training effectiveness, and challenges related to product availability and delivery. It seeks to understand program engagement and areas for improvement.

Section 2074
ranty replacements? d. The agreed list of lighting products? [PROBE: Are there other products that should be on the list? Are there products that should not be on the list?] 11. Are there other incentives or rebates available, not provided...

AI summary The document contains a series of questions aimed at evaluating the Small Business Lighting Solutions (SBLS) program, including inquiries about product lists, incentives, program impact on sales, and customer satisfaction with NSPI staff.

Section 2075
f 17. Incentive level provided NMR Evaluation of 2010 Small Business Lighting Solutions Program Page B18 18. Program paperwork 19. Program delivery process and procedures 20. Availability of information about the program 21. The program ov...

AI summary The text discusses the evaluation of the 2010 Small Business Lighting Solutions (SBLS) program, focusing on data tracking, contractor perceptions, and firmographics. It includes questions on how data is tracked, contractor motivations and barriers, and suggestions for program improvement.

Section 2077
me aware of the SBLS program? [PROBE IF NOT MENTIONED: Were you recruited by the SBLS program staff? IF NO: Did you approach SBLS program staff about being their recycling contractor?] 45. What are your responsibilities with regards to the...

AI summary The text includes questions about the SBLS program, focusing on responsibilities, interactions with program staff and stakeholders, training received, and the recycling process. It also inquires about coordination challenges with Delivery Agents.

Section 2078
sites, need to be recycled?] NMR Evaluation of 2010 Small Business Lighting Solutions Program Page B21 a. Does the SBLI program require that all bulbs, replaced through the program, be recycled? IF NO: Why not? Are there additional incenti...

AI summary The text includes questions about the SBLI program's recycling requirements, incentives for bulb recycling, and the impact of the SBLS program on businesses. It also asks about data tracking and contractor perceptions.

Section 2079
In what format is this provided to NSPI and how frequently? b. IF THEY DO NOT TRACK: Why not? Contractor Perceptions Now I‘d like to ask you a few questions about contractor perceptions. 18. What do you think motivates contractors (electri...

AI summary The text includes survey questions directed at contractors regarding their participation in the SBLS program, including motivations, barriers, and suggestions for improvement. It also includes firmographic questions about company size and structure.

E-32010 Savings Verification Study 3/25/2011 42 passages
OF THE DSM ADMINISTRATOR'S 2010 DEMAND SIDE MANAGEMENT PROGRAMS p. p. 5
OF THE DSM ADMINISTRATOR'S 2010 DEMAND SIDE MANAGEMENT PROGRAMS MARCH 2011

AI summary The document heading references a 2011 proceeding related to the DSM Administrator's 2010 Demand Side Management Programs. No substantive content is visible in the provided text, which consists only of the heading and date.

Error Bands49 p. p. 5
Error Bands49 More Measurement 49 Problems of High-Performing Programs Importance of Housing Programs50 Directions for Lighting Lower Performing Programs Program Data Tracking Challenges Methods, Programs and Recommendations VI. References...

AI summary The document discusses error bands, measurement issues, and the importance of housing and lighting programs in demand-side management (DSM). It includes references to figures and tables related to DSM cycles, frameworks, and product diffusion curves, as well as a DSM savings verification report.

I. Executive Summary p. p. 5
I. Executive Summary This report is a savings verification review conducted by H Gil Peach & Associates LLC for the Nova Scotia Utility and Review Board (Board). It reports on verification of savings estimated by NMR Group, Inc. (NMR), the...

AI summary This report is a savings verification review conducted by H Gil Peach & Associates LLC for the Nova Scotia Utility and Review Board. It reviews the savings estimates from NMR Group, Inc. for the 2010 Demand Side Management (DSM) programs. The report examines evaluation methods, data tracking systems, and site visits to verify savings data and recommend adjustments if necessary.

Table 1: DSM Portfolio for Program Year 2010. p. p. 5
Table 1: DSM Portfolio for Program Year 2010. DSM Portfolio for Program Year 2010 Commercial & Industrial 1 Commerical & Industrial Custom Program (C&I) 2 Prescriptive Rebate Programs 2.1 Business Energy Rebates Program (BER) 2.2 Smart Lig...

AI summary Table 1 outlines the Demand Side Management (DSM) Portfolio for Program Year 2010, detailing various programs under commercial, industrial, and residential sectors, including rebate programs, lighting solutions, appliance replacement, and education initiatives.

Preamble p. p. 5
3 This Savings Verification study is focused on impact, so also addresses the first nine program areas. In preparing for this study, which includes review of the NMR impact evaluations, the savings verification team had initial meetings wi...

AI summary This Savings Verification study focuses on reviewing the impact evaluations of DSM programs conducted by NMR Group. The study involved meetings with the Board, DSM Administrator, and NMR, as well as on-site visits. It evaluated NMR's estimates of energy savings and demand reductions, including adjustments for free-ridership and spillover effects, and focused on the generator level for 2010.

Basic Findings and Recommendation p. p. 5
Basic Findings and Recommendation There are two basic findings in this 2010 savings verification study: - Finding 1: All of the 2010 DSM programs were competently administered by the DSM Administrator. This finding is based on the NMR eval...

AI summary The 2010 savings verification study found that DSM programs were competently administered, with NMR evaluations supporting the findings. The study recommends accepting NMR results for energy savings and demand reduction, except for a 10% adjustment for Efficient Products-Direct Install. Some areas for improvement were identified, including internal program control and electrical measurement.

Table 2: Comparison of Energy Savings & Demand Reduction. p. p. 5
Table 2: Comparison of Energy Savings & Demand Reduction. Overall Results: Evaluations vs. Savings Verification Study DSM Program NMR SVS NMR SVS (GWh) (GWh) (MW) (MW) RESIDENTIAL PROGRAMS Efficient Products Residential 12.65 12.65 2.71 2....

AI summary Table 2 compares energy savings and demand reduction results from the DSM Program evaluations and savings verification study, highlighting data for residential and C&I programs, as well as overall portfolio results. The table provides metrics in GWh and MW for various initiatives.

Specific Action Items p. p. 5
Specific Action Items Improvements in evaluation methods to improve validity (balanced by reasonable cost) as well as some improvements in related areas are listed below as action items. Response to each of the following recommendations sh...

AI summary The text outlines recommendations to enhance DSM program evaluation by prioritizing electrical measurement and passive monitoring over modeling and social science methods. It emphasizes using actual energy usage data from customer systems for validity, citing NMR's analysis of the Low Income Housing EnerGuide program as a successful example.

II. Frameworks for Understanding Demand Side Management p. pp. 5-16
II. Frameworks for Understanding Demand Side Management This section of the study sets up the framework for assessment of the programs and the evaluations which follow. There are three paradigms used for structuring Demand Side Management...

AI summary This section outlines three frameworks for assessing Demand Side Management (DSM): resource acquisition, market transformation, and climate change. The evaluation focuses on the first two, which use engineering, social science, and marketing perspectives, while the climate change framework is emerging but not yet integrated into current DSM regulations or industry terms.

The Resource Acquisition Framework p. p. 16
The Resource Acquisition Framework In the resource acquisition framework developed in the late 1970's through the 1980s by Amory Lovins, Roger Sant, and other pioneers of early Demand Side Management (DSM), the basic proposition is that it...

AI summary The Resource Acquisition Framework emphasizes that Demand Side Management (DSM) can be cheaper than generating energy, using CFLs as an example. DSM must pass strict cost tests to compete with new power plants. The Total Resource Cost Test (TRC Test) ensures DSM projects are cost-effective. Overcoming market barriers is crucial for customer participation in energy efficiency programs.

The Market Transformation Framework p. pp. 16-20
The Market Transformation Framework The market transformation framework originated independently in Canada and in Sweden and was later copied and adapted in the US and the EU. It has earlier roots in social science, marketing, and material...

AI summary The Market Transformation Framework, originating in Canada and Sweden, was adapted in the US and EU. BC Hydro's DSM programs aimed to promote energy efficiency and influence provincial energy standards through strategic adoption, moving beyond mere marketing to set new baselines for development.

The Climate Change Framework p. p. 20
The Climate Change Framework Climate Change provides a third framework for understanding the role of Demand Side Management. This framework is rooted in the second law of thermodynamics (heat energy) in its application on a human scale. In...

AI summary The Climate Change Framework discusses the impact of climate change on energy use, emphasizing the role of entropy and resource depletion. It highlights the effectiveness of the Smart Lighting Choices (SLC) program in promoting energy-efficient lighting and references the discontinuation of a similar program in New Brunswick.

Framework Summary p. p. 20
Framework Summary The three frameworks (resource acquisition, market transformation, and climate change) imply different optimal program portfolios and different approaches to assessing energy savings and demand reduction. For example, res...

AI summary The text discusses three energy efficiency frameworks—resource acquisition, market transformation, and climate change—each with distinct approaches to evaluating energy savings and demand reduction. The resource acquisition framework discounts the future, while the climate change framework emphasizes long-term policy goals and does not discount the future. The market transformation framework considers market tipping points and strategies for influencing law and building codes.

III. The Individual Program Evaluations p. p. 20
III. The Individual Program Evaluations The development of the NMR estimates of energy savings and demand reduction attributable to each DSM program was carefully reviewed. Our opinion is that the estimates are reasonable, and are good app...

AI summary The evaluation of energy savings and demand reduction estimates for each DSM program was reviewed, and found to be reasonable with the exception of the Efficient Products – Direct Install Program, where estimates differ by ten percent.

(1) 2010 Commercial & Industrial Custom Program (C&I) p. p. 20
(1) 2010 Commercial & Industrial Custom Program (C&I) The Commercial and Industrial (C&I) Custom Program was first implemented in the 2008 program year. The program provides financial incentives to large commercial and industrial customers...

AI summary The 2010 Commercial & Industrial Custom Program provides financial incentives to large commercial and industrial customers who complete energy studies and implement energy efficiency measures. The program includes data tracking, free-ridership screening, and monitoring processes. A centralized data system was implemented in 2010, though further refinement is needed.

Business Energy Rebates (BER) p. p. 20
Business Energy Rebates (BER) The Business Energy Rebates (BER) program was a new program in 2010, launched at the end of June 2010. The BER program provides financial incentives, through prescriptive rebates, to businesses throughout Nova...

AI summary The Business Energy Rebates (BER) program, launched in 2010, provides prescriptive rebates to Nova Scotia businesses for purchasing energy-efficient equipment. Modeled after Efficiency Vermont's DSM programs, it focuses on encouraging market transformation and typical applications of smaller energy-efficient technologies, with participants required to install equipment before applying for rebates.

Lighting p. p. 20
Lighting The lighting savings that were estimated are those realized from the replacement of older lighting units with new and more efficient units, thereby obtaining comparable or improved lighting levels using less power. In some situati...

AI summary The document discusses energy savings from lighting upgrades, including the replacement of older units with more efficient ones. It estimates total gross electric energy savings of 514.9 MWh and a peak demand reduction of 75.5 kW for the BER program in 2010, considering both direct and interactive effects such as reduced cooling loads.

Motors and Drives p. p. 20
Motors and Drives The only equipment installed under the 'motors and drives' category in the NMR sample of sites was variable frequency drives (VFDs). VFDs adjust a motor's speed to meet the load, thereby reducing the motor's input power....

AI summary The 'motors and drives' category in the NMR sample involved the installation of variable frequency drives (VFDs) under the BER program. Four projects were analyzed, with three having unique conditions and one using a methodology similar to the DSM Administrator's for calculating energy savings and peak demand reduction. Estimated energy savings were 345.2 MWh and peak demand reduction of 47.7 kW.

HVAC p. p. 20
HVAC Four of the projects in the BER program in 2010 involved installation of HVAC equipment. Each of the sites had a new high-efficiency air-source heat pump installed. In preparing an estimate of the savings for these four projects the N...

AI summary In 2010, four BER program projects involved the installation of high-efficiency air-source heat pumps. NMR reviewed and adjusted the DSM Administrator's methodology for estimating energy savings, resulting in an estimated 11.8 MWh of gross energy savings and a 2.9 kW peak demand reduction.

Overall Combined Energy Savings and Demand Reductions p. p. 20
Overall Combined Energy Savings and Demand Reductions Combining the estimates of gross savings for the three categories of equipment installed through the BER program in 2010, and using a factor of 1.069 to calculate the generator level sa...

AI summary The Business Energy Rebates (BER) program in 2010 achieved 932.0 MWh of gross energy savings and 134.8 kW peak demand reduction, but after accounting for a 46% free-ridership rate, net savings were 503.3 MWh and 72.8 kW. The program is recommended for continuation and expansion due to its success and potential, though measures to reduce free-ridership are advised.

2010 Smart Lighting Choices Program (SLC) p. p. 20
2010 Smart Lighting Choices Program (SLC) Smart Lighting Choices had been operated by Conserve Nova Scotia in prior years and in 2009 and 2010 by the DSM Administrator. The Smart Lighting Choices Program is an upstream lighting program tha...

AI summary The 2010 Smart Lighting Choices Program (SLC) was designed to promote market transformation in the non-residential lighting sector by offering financial incentives to distributors for selling energy-efficient lighting products. The program aimed to shift the market from traditional T12 fluorescent fixtures to high-performance T8 fixtures and was successfully implemented, potentially aligning with future legislative efforts for high-efficiency lighting.

(3) 2009 Direct Install (Small Business Lighting Solutions Program – SBLS) p. p. 20
(3) 2009 Direct Install (Small Business Lighting Solutions Program – SBLS) In 2010, the program was expanded to cover Nova Scotia, with six service areas. The program had relatively low levels of free-ridership (about 13% in 2010) which fi...

AI summary The 2009 Small Business Lighting Solutions Program (SBLS) was expanded in 2010 to cover Nova Scotia with six service areas. Free-ridership was low (13%), and customer satisfaction remained high. In 2011, the program switched to multiple materials vendors to address supply and timing constraints. The program offers lighting retrofits at 20% of installed cost, with the DSM Administrator covering the remaining 80%, and financing options available.

(4) 2010 Efficient Products Retail - Power Down Program (PD) p. p. 20
(4) 2010 Efficient Products Retail - Power Down Program (PD) The Power Down program provides in-store rebates and coupons for the purchase of CFLs, Energy Star appliances (refrigerators and clothes washers), indoor light fixtures and contr...

AI summary The Power Down program offers in-store rebates and coupons for energy-efficient products like CFLs and Energy Star appliances. Evaluated savings are consistent with well-designed programs, though free-ridership issues exist, suggesting potential modifications to reduce such effects.

CFLs p. p. 20
CFLs Absent lengthy and expensive market assessments of Nova Scotia CFL consumption patterns, it can be assumed that significant spillover benefits can be attributed to this successful program. In contrast, recent evidence from the US show...

AI summary The document discusses the success of Nova Scotia's CFL program, noting that without extensive market assessments, it can be assumed that significant spillover benefits have resulted from the program. It contrasts this with declining CFL consumption in US states without similar incentives and references an analysis by NMR using simplified engineering methods.

Fixtures and Controls p. p. 20
Fixtures and Controls Fixtures and controls included Energy Star indoor light fixtures, outdoor/heavey duty timers, programmable thermostats for electric baseboard heaters, hard-wired indoor light timers, dimmer switches, and power bars wi...

AI summary The document discusses fixtures and controls used in energy efficiency programs, including Energy Star indoor light fixtures and programmable thermostats. It references a 2010 Ontario Power Authority report to estimate savings rates, noting that savings in Nova Scotia may be higher due to climatic differences.

Specialty Bulbs p. p. 20
Specialty Bulbs The decline in specialty bulb sales from 2009 to 2010 indicates that these products are still underutilized in the market. To cite an extreme case, market analysis in California, where there has been many years of CFL promo...

AI summary The decline in specialty bulb sales from 2009 to 2010 suggests underutilization in the market. Despite promotional efforts by the Program Delivery Agent, such as in-store events and give-aways, consumer awareness of specialty CFL products, especially dimmable bulbs, remains low, as seen in California's experience.

Energy Star Appliances p. p. 20
Energy Star Appliances The Power Down appliance rebate opportunity ran from October 1, 2010 through the end of December 2010 and included two appliances: Energy Star refrigerators and Energy Star clothes washers. Recommendation: We recomme...

AI summary The document discusses the Power Down appliance rebate program, which ran in 2010 and included Energy Star refrigerators and clothes washers. It recommends accepting NMR's energy savings results for 2010, increasing in-store promotions for specialty CFLs, and implementing direct monitoring and spillover partitioning for future evaluations.

(5) 2010 Efficient Lighting - Direct Install (DI) p. p. 20
(5) 2010 Efficient Lighting - Direct Install (DI) The Efficient Lighting Products Direct Install Program has exceeded its aggressive target goals by substantial margins for each year since the program's inception in 2008 as a pilot program...

AI summary The 2010 Efficient Lighting - Direct Install Program exceeded its targets and boosted DSM awareness in Nova Scotia's small business and commercial sectors. However, the program faced challenges, including unrealized savings due to the lack of dimmable CFLs and an overstatement of work by an implementation team, leading to process changes in 2011.

(6) 2010 EnerGuide for Existing Houses (EEH) p. p. 20
(6) 2010 EnerGuide for Existing Houses (EEH) The Program Delivery Agent for EnerGuide for Existing Houses for 2010 was Conserve Nova Scotia. This program helps homeowners to improve the energy efficiency of their houses. Any existing resid...

AI summary The 2010 EnerGuide for Existing Houses (EEH) program, managed by Conserve Nova Scotia, aimed to improve residential energy efficiency. The DSM Administrator provided rebates for energy upgrades, with federal support ending in 2010. The program served 1,516 households, and joint funding between federal and provincial entities was noted as a leveraging tool, though it raised concerns about potential double counting.

(7) 2010 EnerGuide for New Houses & Performance Plus Program (NH) p. p. 20
(7) 2010 EnerGuide for New Houses & Performance Plus Program (NH) This program offers incentives to homeowners who are constructing new electrically heated homes. The change this year is that the new Nova Scotia building code began to requ...

AI summary The 2010 EnerGuide for New Houses & Performance Plus Program provides incentives for new electrically heated homes. The program's participation requirement was raised from an EnerGuide rating of 80 to 83 in 2010. NMR noted that the program has become popular, with high free rider rates among builders and homeowners who already plan to install heat pumps.

(8) 2010 Appliance Retirement & Replacement Pilot Program (ARR) p. p. 20
round use as the primary refrigerator for each apartment was assumed, so there was no need for a partial use adjustment. Page 42 27 The program is also referred to as the "Pull the Plug" program. 28 The degradation factor (an increase in e...

AI summary The 2010 Appliance Retirement & Replacement Pilot Program (ARR) assumes that each refrigerator in an apartment is used as the primary unit, with no need for partial use adjustments. The program is also known as 'Pull the Plug.' Energy consumption degradation factors and lab-to-site factors are based on studies from 1998 and CADMUS, respectively. Replacement rates for refrigerators and freezers are outlined, with most replacements being new units.

(9) 2010 Low Income Households Program (LIH) p. p. 20
(9) 2010 Low Income Households Program (LIH) The Low Income Households Program33 was administered for the DSM Administrator by Conserve Nova Scotia. Direct installation was carried out by three program delivery agents34 and twenty homes we...

AI summary The 2010 Low Income Households Program (LIH) was administered by Conserve Nova Scotia for the DSM Administrator, with energy-saving improvements divided into Scope I and Scope II. Scope I savings are based on building envelope measures assessed using HOT2000, while Scope II uses deemed savings. Funding was provided by multiple sources including Conserve Nova Scotia, ecoNova Scotia, NRCan, and the DSM Administrator.

IV. Discussion of Process Evaluation p. p. 20
IV. Discussion of Process Evaluation This Savings Verification study does not focus on the process evaluation. However, we provide the following definition (see text box): Process Evaluation – A systematic assessment of an energy efficienc...

AI summary The text discusses the scope and methodology of a process evaluation for an energy efficiency program, emphasizing the need for a comprehensive assessment of program operations, including design, administration, marketing, data tracking, and customer satisfaction. It notes that while NMR conducted a thorough evaluation in 2010, a full organizational study may be needed in the future.

V. NMR Executive Summary p. p. 20
V. NMR Executive Summary Overall Characterization of 2010 Programs The Executive Summary of the NMR evaluation summarizes the 2010 programs as "generally run well and efficiently."38 The savings verification study is in agreement with this...

AI summary The NMR evaluation summarizes the 2010 DSM programs as generally well-run and efficient, with the DSM Administrator exceeding the GWh target by 5% and nearly meeting the MW target. The savings verification study notes that targets were essentially met, though adjustments were made to the Efficient Products – Direct Install program, reducing its achievements by 10%.

More Measurement p. p. 20
More Measurement One way to narrow errors is to limit modeling steps, limit the number of auxiliary parameters employed and limit the number of assumptions in constructing results. That is why in the savings verification study we emphasize...

AI summary The text discusses the importance of direct electrical measurement and passive monitoring in evaluation studies to reduce modeling errors and improve accuracy in energy savings estimates. It highlights the limitations of current modeling software and administrative approaches, advocating for increased use of empirical measurement techniques.

Problems of High‐Performing Programs p. p. 20
Problems of High‐Performing Programs NMR then proceeds with a discussion of programs, primarily focused on how well they performed on evaluated energy savings and demand reduction in relation to their targets. Programs they identify as doi...

AI summary NMR evaluates the performance of several energy efficiency programs, noting that while some perform well in terms of energy savings and demand reduction, they may be impacted by the phase-out of inefficient lighting products and the withdrawal of federal rebates.

Importance of Housing Programs p. p. 20
Importance of Housing Programs We suggest, of course, that all of the residential housing programs (existing houses, new houses, and low-income) be continued. These components of the DSM portfolio are too important to drop in terms of the...

AI summary The text emphasizes the importance of continuing residential housing programs, including those for existing and new homes as well as low-income households, as part of the DSM portfolio. These programs are seen as essential for transforming energy use in Nova Scotia's housing stock and ensuring customers perceive value in their monthly payments for DSM.

Program Data Tracking p. p. 20
Program Data Tracking The NMR Executive Summary contains an excellent section on the program data tracking system and related data quality issues. We fully support this analysis and NMR's recommendations. For the Savings Verification study...

AI summary The document discusses the program data tracking system and its implementation status. While the system was completed and tested by 2010, it was not actively used that year. Programs had targets to transfer information into the system, with expectations of full use in 2011.

Challenges p. p. 20
Challenges The NMR Executive Summary notes the challenges faced by Efficiency Nova Scotia Corporation in moving forward to meet goals in a context in which some programs are being affected by new lighting standards and housing codes while...

AI summary Efficiency Nova Scotia Corporation faces challenges in meeting goals due to new lighting standards, housing codes, and the withdrawal of federal support for the Residential Existing Houses program. NMR proposes solutions to address these issues and free-ridership in some programs.

VI. References p. p. 20
VI. References Campbell, Donald T & Julian C. Stanley, Experimental and Quasi-Experimental Designs for Research. Chicago: Rand-McNally College Publishing Company, 1963. Gellings, Clark & John H. Chamberlin, Demand-Side Management Planning...

AI summary The section lists various academic and industry publications, reports, and books referenced in the proceeding, focusing on energy efficiency, demand-side management, climate change, and related topics. These references include works on research methodologies, energy policies, and environmental impacts.

Refrigerators p. p. 20
Refrigerators This section covers replacement of refrigerators with Energy Star models in single family and multi-family dwellings. High-efficiency refrigerators save energy and demand through improved compressor design, better case insula...

AI summary This section discusses the replacement of refrigerators with Energy Star models, highlighting energy savings from improved design and insulation. It outlines methods for estimating savings from early and normal replacements, including eligibility criteria and the impact of program implementation on savings outcomes.

Early Replacement Baseline Refrigerator Energy Consumption p. p. 20
Early Replacement Baseline Refrigerator Energy Consumption To estimate annual consumption of existing units under an early replacement scenario, the program administrators have the option of testing units one-by-one and making replacement...

AI summary The text outlines the process for estimating annual energy consumption of existing refrigerator units under an early replacement scenario. Program administrators can choose between testing each unit individually or sampling a representative group. If sampling is used, a minimum number of units must be tested based on the total number expected to be replaced in a facility.

E-4ENSC (Avon) IR-1 to IR-10 3/29/2011 6 passages
1 Request IR-1:
1 Request IR-1: 2 3 Reference: ENSC 2012 DSM Plan, Exhibit E-1, p.20, s.6.2 Guiding Principles. 4 5 a) ENSC has noted its primary goal is to meet IRP targets as a whole. Does ENSC 6 consider that the IRP DSM Assumptions are prescriptive? 7...

AI summary The document discusses ENSC's approach to meeting IRP targets and reconciling short-term and long-term DSM goals. ENSC considers the IRP's DSM profile as a guide, not a prescriptive set of assumptions, and explains that short-term and long-term targets are reconciled through cumulative savings data.

1 Request IR-2:
buildings' performance and, as such, may generate spillover savings that cannot easily be attributed. Residential Existing Houses: In this program, solar hot water heaters are being promoted, despite a TRC of 0.4. ENSC has chosen to promot...

AI summary The document discusses ENSC's rationale for promoting certain energy efficiency measures in residential existing houses, including solar hot water heaters, ENERGY STAR® freezers, and screw-in CFLs, despite their low TRC values. The promotion is based on long-term cost efficiencies, brand benefits, and customer value strategies.

Section 21
- 1. Forecast costs from Table 2, Column K in 2010 DSM Filing.

AI summary The text references forecast costs from Table 2, Column K in the 2010 DSM Filing, indicating a focus on cost forecasting within a demand-side management context.

- 2. Actual expenditures are subject to audit.
- 2. Actual expenditures are subject to audit. 1 Request IR-5: 2 3 Reference: 2012 DSM Plan (E-ENSC-R-10), Exhibit E-1, Appendix B, Table 2: 4 5 Provide a breakdown of new construction versus retrofit in the Prescriptive Rebate 6 program f...

AI summary The document requests a breakdown of expenditures related to the Prescriptive Rebate and C&I Custom programs for Large Industrial Customers, including distinctions between new construction and retrofit categories. It also asks for clarification on the meaning of 'Whole Building' and 'Core Performance' paths in the context of previous DSM plans.

Avon IR-7 Attachment 1
Avon IR-7 Attachment 1 Line # 1 2 COLUMN A B C D E F G H I J K 3 FORMULA J x 75% 4 5 Program Costs by Rate Class Program Costs Directly Assigned to Participating rate Low Income Energy Use Prescriptive Small Business Enabling classes (75%...

AI summary The table provides program costs by rate class for various years, including details on efficient products, existing and new houses, and rebate programs. It includes costs for low-income households, energy use, and other categories. The data is presented with actual and forecasted figures for 2010, 2011, and 2012.

10 1. 2010 expenditures are subject to audit.
10 1. 2010 expenditures are subject to audit. 1 Request IR-8: 2 3 (a) Please describe and explain how ENSC tracks expenditures by customer class so as 4 to reconcile the allocation of DSM costs between customer classes. 5 6 (b) What inform...

AI summary The text discusses audit-related requests regarding ENSC's expenditure tracking by customer class and the allocation of DSM program costs to the Large Industrial Class. It also references responses that direct to external documents for detailed explanations.

E-5-(i)ENSC (CA) IR-1 to IR-55 3/29/2011 20 passages
9
9 Enabling Strategy Budget ($ million) Education and Outreach 2.0 Development and Research 1.5 Innovative Financing 0.3 Codes and Standards 0.4 Building Energy Labelling 0.2 Training and Quality Assurance 0.2 Renewable Heating 0.2 Local Go...

AI summary The text outlines budget allocations for various enabling strategies, including education and outreach, development and research, and innovative financing. It also includes responses to requests about funding sectors and efforts to attract participants to low-income programs in the 2012 DSM Plan.

Date Filed: March 29, 2011 ENSC CA IR-13 Page 1 of 1
Date Filed: March 29, 2011 ENSC CA IR-13 Page 1 of 1 NON-CONFIDENTIAL 1 Request IR-14: 2 3 Are there any measures with a TRC approaching one included in any of the programs and, 4 if so, how was the inclusion of a measure approaching one j...

AI summary ENSC acknowledges that some measures in the 2012 DSM Plan have a TRC approaching one, justified by factors like unquantified value from reliability and comfort, and lower administrative costs. ENSC may include such measures in bundles when appropriate. ENSC refers to EAC IR-43 for details on net-to-gross ratios.

Section 10
Request IR-16: Did ENSC amend the manner in which it evaluates free ridership and spill over in the design of the 2012 DSM Plan Programs and, if so, how has this been done. Response IR-16: ENSC has not proposed an amendment to free ridersh...

AI summary ENSC has not proposed an amendment to free ridership and spillover evaluation methodology for the 2012 DSM Plan. However, ENSC plans to revisit these methodologies in 2011, and details are provided in EAC IR-43, which outlines the net-to-gross ratios used to determine energy savings.

Request IR-19:
Request IR-19: What barriers to participation in Commercial and Institutional Programs were identified and what steps were developed for the 2012 DSM Plan to increase participation by non participants? Response IR-19: Please refer to CA IR...

AI summary The document responds to a request about barriers to participation in Commercial and Institutional Programs under the 2012 DSM Plan and steps to increase participation by non-participants. The response refers to another document, CA IR-38, for detailed information.

Preamble
Request IR-20: What is the purpose of including savings from non-administrator programs in the application and how were these savings used in determining administrator based programs and budgets for 2012? Response IR-20: Including savings...

AI summary The response to Request IR-20 explains that including savings from non-administrator programs aligns with the 2009 IRP Update, ensuring that energy savings from sources outside of customer-funded DSM programs are accounted for. These savings contribute to cumulative energy and demand targets, and ENSC emphasizes the importance of codes and standards alongside DSM programs.

1 Request IR-21:
1 Request IR-21: 2 - 3 What is the estimated life span of the savings associated with each of the programs - 4 proposed for 2012? 5 6 Response IR-21: 7 - 8 The following table lists the average measure effective useful life for each progra...

AI summary The document addresses Request IR-21, which asks for the estimated life span of savings from programs proposed in the 2012 DSM Plan. A response is provided in the form of a table listing the average measure effective useful life for each program.

10
10 2012 DSM Program Average Measure Effective Useful Life Efficient Products 8.5 Existing Houses 16.5 New Houses 20.0 Home Energy Report 1.0 Prescriptive 11.4 Custom 14.0 Small Business Direct Install 12.6 1 Request IR-22: 2 3 In Section 5...

AI summary The text discusses the 2012 DSM Program, including the average measure useful life for various initiatives and responses to requests regarding DSM cost allocation, data formats, and free-rider tests. ENSC explains that preliminary DSM cost allocations are based on forecasts and are finalized after actual spending data is known.

Section 25
Request IR-30: Regarding Appendix C, the Dunsky report, given the Non-Energy Benefits discussed at pp. 15-16, please explain why the neither the report nor the ENSC filing propose to include Non- Energy Benefits in the TRC. Response IR-30:...

AI summary The response to Request IR-30 explains that Non-Energy Benefits (NEBs) are challenging to quantify, leading ENSC to adopt Dunsky's recommendations. These include raising the TRC test level from individual measures to the annual DSM Plan and incorporating PAC results, rather than directly including NEBs in the TRC. ENSC acknowledges NEBs but prioritized pragmatic adjustments for the first plan.

1 Request IR-31:
Date Filed: March 29, 2011 ENSC CA IR-31 Page 1 of 1 1 Request IR-31: 2 3 Should DSM measures satisfy the requirements of Pareto optimality (no customer in a 4 worse situation as a result of the expenditure, and at least one in a better si...

AI summary ENSC discusses its approach to balancing efficiency and equity in its DSM plan, stating that it does not aim for Pareto optimality due to the need to maintain economic, social, and environmental benefits. ENSC defines equity in terms of cost allocation and program accessibility.

- 7 assessment of performance-based models currently in use.
- 7 assessment of performance-based models currently in use. 1 Request IR-36: 2 3 In a performance-based approach, how would various "equity" concerns be defined and 4 resolved? 5 6 Response IR-36: 7 8 ENSC anticipates that equity will be...

AI summary The document discusses the assessment of performance-based models currently in use, focusing on equity concerns, standards for performance-based contracts, and market barriers for efficiency programs. ENSC anticipates addressing these issues in the development of a performance-based model in the coming year and refers to Multeese IR-14 for further details.

Commercial and Industrial (C&I) Programs
Commercial and Industrial (C&I) Programs - The targeting of C&I customers will be enhanced in two ways. First, key market segments will - be identified and the existing financial incentives from relevant programs will be packaged - togethe...

AI summary The C&I Programs section outlines plans to enhance targeting by identifying key market segments and offering bundled financial incentives, technical support, and tailored services to commercial and industrial customers.

Prescriptive Rebate
Prescriptive Rebate - program eligibility requirements - higher measure first-cost - lack of time to pursue comprehensive energy analysis - corporate purchase policies that emphasize first cost, rather than lifecycle cost - lack of immedia...

AI summary The text discusses barriers to implementing a prescriptive rebate program, including high first costs, lack of time for comprehensive energy analysis, corporate policies favoring first cost over lifecycle cost, limited availability of efficient products, and risk aversion to new technologies. It mentions the 2012 DSM Plan as addressing these issues.

a tendency to overdesign individual systems for worst-case conditions rather than leveraging the efficiency of an integrated system for expected conditions risk aversion to new designs and technologies higher first cost lack of awareness regarding energy and non-energy benefits corporate purchase policies that emphasize first cost, rather than lifecycle cost The 2012 DSM Plan, Appendix A, Section 3.2 addresses how the proposed program overcomes barriers and imperfections. Small Business Direct Install lack of additional recommended measures lack of financing lack of information perceptions of quality lack of funds and cash flow to invest in energy efficiency improvements lack of time to pursue energy analysis lack of awareness regarding energy and non-energy benefits risk aversion to new technologies The 2012 DSM Plan, Appendix A, Section 3.3 addresses how the proposed program overcomes
a tendency to overdesign individual systems for worst-case conditions rather than leveraging the efficiency of an integrated system for expected conditions risk aversion to new designs and technologies higher first cost lack of awareness r...

AI summary The text discusses challenges in energy efficiency programs, including overdesigning systems for worst-case scenarios, risk aversion to new technologies, higher first costs, and lack of awareness about energy and non-energy benefits. It references the 2012 DSM Plan, Appendix A, Sections 3.2 and 3.3, which address how the proposed program overcomes these barriers.

barriers and imperfections.
barriers and imperfections. Request IR-39: With regard to upcoming low-income programs, please explain why details "of owner contributions will be developed in 2012 or before." Appendix A, page 11. Why is the internal deadline for developm...

AI summary The document discusses a request regarding the timeline for developing low-income programs, specifically why the deadline for owner contributions is set for 2012 rather than 2011. The response indicates that program development will begin in 2011 following approval of the 2012 DSM Plan.

14 2012 DSM Plan Savings and Investment – Residential DSM Programs Only
14 2012 DSM Plan Savings and Investment – Residential DSM Programs Only 2012 Investment Lifetime Benefits ($ million) ($ million)a Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings Generator (MW...

AI summary This section outlines the 2012 DSM Plan savings and investment for residential demand-side management programs, providing details on investment amounts, lifetime benefits, energy savings, demand savings, and cost tests for various residential programs.

14 Please refer to CA IR-38.
14 Please refer to CA IR-38. 1 Request IR-42: 2 3 Please provide a breakout of the participants in the 2009 and 2010 programs by 4 5 a) at least three bands of income, 6 7 b) whether tenant or homeowner who pays the relevant energy bills,...

AI summary The text discusses requests and responses related to energy efficiency programs in Nova Scotia. It addresses the need for a breakdown of program participants by income, tenancy status, and debt capacity, and confirms that the innovative financing strategy aims to increase customer choice in energy efficiency measures.

Illustrative Alternative Funding Paths
Illustrative Alternative Funding Paths Year Incremental Achievable Potential Energy Savings (GWh) Total Demand (NSR GWh) Non-ELI Demand (GWh) Savings (% eligible demand) 20 This list indicates of the types of factors that may limit partici...

AI summary The text outlines a request for information on transferable financing programs considered by Dunsky in its report and asks whether furnace installation in electric-baseboard-heated homes could be a candidate for such financing. It also references other requests and responses within the proceeding.

Date Filed: March 29, 2011 ENSC CA IR-48 Page 1 of 1
Date Filed: March 29, 2011 ENSC CA IR-48 Page 1 of 1 1 Request IR-49: 2 3 With regard to the fuel substitution pilot, described at Appendix D, p. 21, please provide 4 the basis for the assumptions that 80% of those who responded that they...

AI summary The document contains a request and response regarding the fuel substitution pilot. The request asks for the basis of assumptions that 80% of respondents who said they would definitely convert their heating systems away from electricity would do so, and 20% of those who said they would probably convert would follow through. The response explains that these assumptions are based on industry estimates commonly used by market research firms.

Date Filed: March 29, 2011 ENSC CA IR-50 Page 1 of 1
Date Filed: March 29, 2011 ENSC CA IR-50 Page 1 of 1 1 Request IR-51: 2 3 What is the average maximum payback period for residential customers to invest in energy 4 efficiency measures? 5 6 Response IR-51: 7 8 ESNC has not determined the a...

AI summary The document contains responses from ENSC to various requests regarding energy efficiency measures, success criteria for DSM programming, and recommendations from Dunsky's report. ENSC has not determined the average maximum payback period for residential energy efficiency investments, defines success based on fulfilling its legislative mandate, and is considering some recommendations from Dunsky's report.

Section 54
1 Request IR-54: 2 - 3 Please provide the Non-participants' or Rate Impact Measure results for all programs - 4 proposed for the 2012 program year. 5 6 Response IR-54: 7 8 The following figure shows the Rate Impact Measure test for the 201...

AI summary The document requests the Rate Impact Measure results for all programs proposed in the 2012 DSM Plan. A response refers to a figure that shows the results of the Rate Impact Measure test for that year.

E-5-(ii)ENSC (CA) Attachment to IR-23 3/29/2011 2 passages
42
42 TABLE 2 Preliminary Allocation of 75% of DSM Program Costs associated with benefits realized by participating classes. COLUMN A B C D E F G H I J FORMULA r col A to H x75% I Program costs incurred participating rate classes. on Program...

AI summary The table provides a preliminary allocation of 75% of DSM program costs associated with benefits realized by participating rate classes. It includes various program costs and their distribution across different rate classes such as residential, small general, general demand, and industrial.

30 1 Enabling Strategies allocated based on Customer counts cass, 2009 Compliance Filing
30 1 Enabling Strategies allocated based on Customer counts cass, 2009 Compliance Filing Line # TABLE 2 a) Estimate of DSM Program participation by rate classes before accounting for the Municipal Class 1 2 COLUMN A 8 C D E F G 3 4 5 Relat...

AI summary This table from the 2009 Compliance Filing outlines the estimated participation rates of various demand-side management (DSM) programs by rate classes, showing the relative shares of program costs incurred by each class before accounting for the Municipal Class.

E-6ENSC (EAC) IR-1 to IR-43 (Revised April 6, 2011) 3/29/2011 86 passages
NON-CONFIDENTIAL p. p. 37
NON-CONFIDENTIAL 1 Request IR-1: 2 3 ELI customers completed efficiency projects in 2009 and 2010. The resulting energy and 4 demand savings contribute to the IRP targets and are reported in this filing because they are 5 incremental to cu...

AI summary The text discusses electricity savings by the Extra Large Industrial (ELI) class in Nova Scotia, which were not included in the 2009 IRP Update. These savings are estimated at 80 GWh and 20 MW and are being considered for inclusion in the 2012 DSM Plan after verification. ENSC was informed of these savings during a stakeholder meeting in January 2011.

- 7 2012 DSM Plan with the UARB. p. p. 37
- 7 2012 DSM Plan with the UARB. 1 Request IR-2: 2 3 Please explain how ENSC would have planned to achieve 80 GWh of energy savings in the 4 absence of the unexpected savings from ELI. 5 6 Response IR-2: 7 8 In the absence of 80 GWh and 12...

AI summary The document discusses the 2012 DSM Plan with the UARB, including requests and responses about achieving energy savings targets, the impact of unexpected savings from the ELI class, and the role of the PDWG in mid-course adjustments to DSM programs. ENSC outlines investment figures and discusses stakeholder engagement.

Date Filed: March 29, 2011 ENSC EAC IR-4 Page 2 of 2 p. p. 37
Date Filed: March 29, 2011 ENSC EAC IR-4 Page 2 of 2 1 Request IR-5: 2 3 Please provide detailed reasons about how and why ENSC has chosen to pursue a different 4 level of investment in the ENSC 2012 DSM Plan versus what was identified as...

AI summary The document discusses ENSC's 2012 DSM Plan and its investment level compared to the 2007 IRP and 2009 IRP Update, noting a difference of 17.3 million. ENSC argues that the DSM Plan meets the electricity savings targets from the 2009 IRP Update and that the IRP budget is not prescriptive for program planning.

Section 6 p. p. 37
Request IR-7: - Please provide the IRP load forecast with respect to DSM and the estimates for economic - and achievable energy savings from the IRP. Response IR-7: Please refer to NPB IR-1. - The figure below provides estimates of achieva...

AI summary The response to Request IR-7 refers to NPB IR-1 and provides a figure estimating achievable DSM energy savings from the 2009 Integrated Resource Plan.

- IRP Update. The 2009 IRP Update did not include forecasts of DSM economic potential. p. p. 37
- IRP Update. The 2009 IRP Update did not include forecasts of DSM economic potential. TOTAL Incremental Achievable Potential Demand Savings (MW) Cumulative Demand Savings (MW) Incremental Achievable Potential Energy Savings (GWh) Cumulati...

AI summary The 2009 IRP Update omitted forecasts of DSM economic potential. A table shows demand and energy savings from 2008 to 2032. ENSC responded to a question about 2012 start-up costs, stating they do not anticipate any but expect learning costs.

3 ENSC DSM Plan 2012 (p.14) p. p. 37
3 ENSC DSM Plan 2012 (p.14) 2012 Investment ($ Million) Lifetime Benefits ($ Million) Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total Resource Cost Test (TRC) Program A...

AI summary The 2012 ENSC DSM Plan outlines investments and benefits for various demand-side management programs, including residential and commercial initiatives, with details on annual energy savings, demand savings, and associated costs. The table includes figures for enabling strategies, residential and commercial programs, and savings outside the DSM plan.

Section 10 p. p. 37
5 Please confirm that 4 million will be spent on enabling strategies. Please explain why 6 enabling strategies are important to the future success of ENSC DSM programs in Nova 7 Scotia. 8 9 Response IR-9: - 1 ENSC's plan includes $2 millio...

AI summary The response explains that ENSC plans to spend $5 million on enabling strategies, including education, outreach, research, and other initiatives. These strategies are important for supporting DSM programs in the short term and achieving long-term goals, such as workforce training and innovative financing.

Energy Conservation "Nudges" and Environmentalist Ideology: Evidence from a Randomized Residential Electricity Field Experiment p. p. 37
Energy Conservation "Nudges" and Environmentalist Ideology: Evidence from a Randomized Residential Electricity Field Experiment Dora L. Costa UCLA and NBER [email protected] Matthew E. Kahn UCLA and NBER [email protected] July 2010 We t...

AI summary This study by Dora L. Costa and Matthew E. Kahn examines energy conservation 'nudges' through a randomized residential electricity field experiment. It explores how environmentalist ideology influences consumer behavior in energy efficiency initiatives, funded by the UCLA Ziman Real Estate Center.

Abstract p. p. 37
Abstract JEL Codes: Q41, D03, D72 Energy Conservation "Nudges" and Environmentalist Ideology: Evidence from a Randomized Residential Electricity Field Experiment "Nudges" are being widely promoted to encourage energy conservation. We show...

AI summary A study finds that energy conservation 'nudges' (e.g., providing electricity usage feedback) reduce consumption among liberals but may increase it among conservatives. Regression analysis shows a 3.1% reduction for liberals and a 0.7% increase for conservatives under specific conditions. The research highlights ideological differences in response to behavioral interventions in energy efficiency programs.

Economic Framework p. p. 37
conservation "nudge." In the United States, conservatives consistently oppose environmental regulation and energy policies intended to further environmental aims. This claim is based on evidence from polling on the belief in climate change...

AI summary The text discusses political polarization in environmental policy between U.S. Democrats and Republicans, citing studies on climate change beliefs and Congressional voting patterns. It highlights differences in energy policy preferences and introduces a 'nudge' strategy using a Home Electricity Report to reduce electricity consumption.

The HER Experiment p. p. 37
The HER Experiment Between March 14 and May 9 2008, the electric utility sent the first Home Electricity Reports to a treatment group of approximately 35,000 households. By April 1, 43% of all treatment households had received the report a...

AI summary The HER Experiment involved sending Home Electricity Reports to 35,000 treatment households and withholding them from 49,000 control households. Selection criteria included single-family homes, active utility accounts, and contiguous census block assignments to encourage community-based energy-saving behaviors.

Econometric Framework p. p. 37
Econometric Framework Previous studies have examined the HER report's average treatment effect and have also examined how its effect varies by standard characteristics such as attributes of the home and socio-economic characteristics of th...

AI summary The study examines the HER report's impact on household energy consumption, highlighting how environmental ideology and potential perverse effects, such as the boomerang effect, influence responses to energy-saving information.

Results p. p. 37
Results Table 2 shows the mean overall treatment effect and the treatment effect by own and neighborhood ideology, own and neighborhood education, and house characteristics using specifications 1-4. We obtain a mean overall treatment effec...

AI summary The analysis reveals a mean treatment effect of -0.021 on electricity consumption, with differential impacts based on political ideology and green energy engagement. Conservatives show smaller reductions (0.4%) compared to liberals (1.1%), while unregistered voters and green energy purchasers exhibit larger responses (2.9% and 1.5%, respectively). Environmental donors also show reduced consumption (1.0%).

Conclusion p. pp. 37-38
Conclusion "Nudge" based policy prescriptions seek to make us healthier, richer in our retirement (through opt out defaults), and better environmental citizens. In one consumer finance experiment, "nudges" that are inexpensive to implement...

AI summary The text discusses how 'nudge' policies in energy conservation may have differential effects on liberals and conservatives, with the latter potentially resisting or defying such measures. It highlights the role of Home Energy Reports (HER) in influencing behavior, the need for targeted messaging, and the potential effectiveness of combining nudges with stricter policies like building codes and higher electricity prices.

Table 4: Treatment Effects by Ideology, Education, and Structure among Heavy Users p. p. 38
Table 4: Treatment Effects by Ideology, Education, and Structure among Heavy Users Dependent Variable: Log(Mean Daily kWh) (1) (2) (3) (4) Treated -0.025 -0.005 0.063 -0.105 (0.002) (0.003) (0.009) (0.054) Treated x (Registered conservativ...

AI summary Table 4 presents treatment effects on heavy electricity users based on ideology, education, and household structure. The analysis shows statistically significant variations in energy consumption across different political affiliations, environmental donations, and household characteristics such as college graduation rates and house age.

Abstract p. p. 48
Abstract This paper evaluates a pilot program run by a company called Positive Energy to mail home energy reports that compare a household's energy use to that of its neighbors and provide energy conservation information. Using data from r...

AI summary This paper evaluates a pilot program by Positive Energy that mails home energy reports to households, comparing their energy use to neighbors. Using data from a randomized field experiment in Minnesota, the program is shown to reduce energy consumption by 1.9 percent, with effects decaying over time. The study suggests that profiling can improve cost effectiveness and highlights the impact of non-price nudges on consumer behavior.

1 Introduction p. p. 48
dia outlets. Other utilities are considering adopting the program, and credible documentation of the magnitude of it effects will affect the disposition of millions of dollars in potential investment. The success or failure of the Positive...

AI summary The text discusses the Positive Energy program's impact on electricity consumption, highlighting its potential influence on future energy efficiency programs and the effectiveness of non-price interventions. The program's success could shift energy efficiency spending from large rebates to behavioral strategies. The estimated Average Treatment Effect (ATE) from Home Energy Reports shows a 1.8 to 2.1 percent reduction in electricity consumption, with robust confidence intervals.

2.2 Experimental Design p. p. 48
2.2 Experimental Design As of summer 2009, Positive Energy has contracts to operate pilot projects for utilities in California, Minnesota, Washington, Illinois, Colorado, and Virginia. This paper evaluates their program at an electric util...

AI summary This section describes the experimental design of a demand-side management program by Positive Energy, which sends Home Energy Reports to households in Minnesota. The reports include social comparisons and action steps to encourage energy efficiency. Half of the eligible households received the reports (Treatment group), while the other half did not (Control group). The reports are sent monthly or quarterly, and the study is ongoing.

2.4 Attrition p. p. 48
2.4 Attrition The pilot program experienced two forms of attrition, account closure and opting out. Consumers close accounts when they move to a different house; 1.25 and 1.24 percent of Treatment and Control households, respectively, clos...

AI summary The pilot program experienced attrition through account closure and opting out. Account closure rates were similar between Treatment and Control groups, while opting out was more common among older, lower-income households. These households still had their electricity bills observed.

3.1 Average Treatment Effects p. p. 48
y a negligible amount. The treatment is also not "opening Home Energy Reports." It is difficult to measure letter open rates, and thus it would be difficult to estimate that second form of ITT Effect. From a policy perspective, the treatme...

AI summary The text discusses the measurement of treatment effects in a program aimed at electricity conservation, focusing on the challenges of estimating impact based on Home Energy Reports and the use of Average Treatment Effects (ATE) to assess program effectiveness across a population. It also outlines the timeline of meter readings and when post-treatment effects can be observed.

3.2 Quarterly Group Effects Over Time p. p. 48
3.2 Quarterly Group Effects Over Time After estimating the Average Treatment Effects, I move to an empirical test of whether these effects decay in the Quarterly group over the three bills observed in each quarter. Intuitively, we would li...

AI summary The analysis examines whether the effects of energy reports on conservation behavior in the Quarterly group decay over time, specifically comparing the first and second bills after receiving a report to the third bill of the quarter. The model controls for seasonal variations and bill-to-bill differences.

4.1 Treatment Effects p. p. 48
4.1 Treatment Effects Table 7.2 presents the estimates of the Average Treatment Effect in the eligible population. The top row is the ATE for the Monthly group, while the second row is the difference between that and the Quarterly group AT...

AI summary Table 7.2 provides average treatment effect (ATE) estimates for a pilot program, showing negative effects of -1.9% for the Monthly group and -1.1% for the Quarterly group. Table 7.3 compares alternative evaluation methods, showing that even without a control group, the ATE can be estimated with appropriate adjustments for weather and seasonality.

5.1 Variable Selection p. p. 48
5.1 Variable Selection Estimating $\tau_i(X_i)$ requires the selection of a vector of observables and interactions X to condition on. As discussed in Imai and Strauss (2009), this is a critical decision. Including a large set of controls c...

AI summary The selection of variables used to estimate treatment effects is discussed, emphasizing the balance between including enough controls to reduce residual variance and avoiding overfitting. Three covariate specifications are tested, with Baseline Usage and house characteristics like heating type and square footage influencing treatment effects.

6 Conclusion p. p. 48
fective relative to other energy efficiency programs even in the general population, but I similarly conclude that profiling could substantially increase the intervention's average cost effectiveness. A second important implication of this...

AI summary The analysis highlights the effectiveness of non-price interventions, such as letters, in influencing consumer behavior, even in the general population. It emphasizes that such interventions can be more cost-effective than traditional price-based methods and contribute to changing behaviors, such as turning off lights, which consumers already knew could save energy.

References p. p. 48
References - [1] Abrahamse, Wokje, Linda Steg, Charles Vlek, and Talib Rothengatter (2005). "A Review of Intervention Studies Aimed at Household Energy Conservation." Journal of Environmental Psychology, Vol. 25, No. 3 (September), pages 2...

AI summary The document provides a list of academic references related to energy conservation, behavioral economics, and public goods experiments. These references include studies on household energy conservation, learning dynamics, peak-load pricing, and social customs. The focus is on understanding consumer behavior and its implications for energy policy.

Evaluation Report: OPOWER SMUD Pilot Year2 p. pp. 79-80
Evaluation Report: OPOWER SMUD Pilot Year2 Presented to OPOWER , Inc. February 20, 2011 Presented by: Kevin Cooney Navigant Consulting 30 S. Wacker Drive, Suite 3100 Chicago, IL 60606 phone 312.583.5700 fax 312.583.5701 www.navigantconsult...

AI summary This document is an evaluation report for the OPOWER SMUD Pilot Year2, presented to OPOWER, Inc. by Kevin Cooney from Navigant Consulting on February 20, 2011. The report includes visual elements and is likely an analysis of energy efficiency or demand-side management initiatives.

Re: OPOWER 2 ½ Year Results at Sacramento Municipal Utility District p. pp. 81-82
Re: OPOWER 2 ½ Year Results at Sacramento Municipal Utility District To Whom it May Concern: OPOWER is pleased to share the latest analysis of the nation's longest running behavioral energy program, our 35,000 household Home Energy Report...

AI summary OPOWER shares results from a 2 ½ year analysis of its Home Energy Report program with Sacramento Municipal Utility District (SMUD), confirming sustained energy savings of 2.89% in Year 2 and no signs of impact deterioration over 30 months. The findings validate the effectiveness of the program and its M&V methodology used at other utilities.

Executive Summary p. pp. 83-84
Executive Summary Information technologies designed to assist and encourage customers to use less energy are increasing in the industry. OPOWER, Inc. offers an information program to help residential customers manage their electricity use...

AI summary This executive summary discusses a three-year pilot program by OPOWER, Inc. in SMUD to reduce residential electricity use through comparative energy reports. The first year of the program achieved 2.1% savings, and the report evaluates results over the first 29 months, focusing on the sustainability and trends of program savings.

B. Linear Fixed Effects Regression (LFER) model p. pp. 89-90
B. Linear Fixed Effects Regression (LFER) model The simplest version of a linear fixed effects regression (LFER) model convenient for exposition is one in which average daily consumption of kWh by customer k in bill t, denoted by , is a fu...

AI summary This section describes the Linear Fixed Effects Regression (LFER) model, focusing on its application in analyzing the impact of the OPOWER program on electricity consumption. The model uses a binary treatment variable and a post-treatment variable, along with their interaction, to estimate the difference-in-difference (DID) effect of the program on customer electricity use.

A. Results of DID estimation p. pp. 93-94
A. Results of DID estimation Results for the DID estimation are presented in Table 3.1. Results are graphically summarized in Figure 3.1-3.4. Relevant baseline consumption and heating and cooling degree days for the various periods of the...

AI summary The DID estimation results show that energy savings averaged 2.6% for high consumption households and 1.5% for low consumption households over 30 months. Savings increased in the second year for both groups, with HC households showing 2.85% and LC households 1.79%. The analysis used specific billing criteria and seasonal periods for evaluation.

Extension of DID results: Examination of the summer months July-August p. p. 94
Extension of DID results: Examination of the summer months July-August As requested we conducted a DID analysis of the two summer months July and August. Before presenting these results we use the illustration in Figure 3.5 to emphasize se...

AI summary The text discusses the extension of DID results to examine treatment effects in July and August, highlighting caveats about analyzing short-term billing data. The analysis shows that monthly billing data is heavily influenced by events around the first of the month, leading to greater volatility and potential correlated errors.

Preamble p. pp. 97-157
Figure 3.1. DID Estimates of Average Household Seasonal Savings (kWh) with 95% Confidence Intervals; HC households (monthly reports) Figure 3.2. DID Estimates of Percent Seasonal Savings with 95% Confidence Intervals; HC households (monthl...

AI summary The text presents a series of figures using DID (Difference-in-Difference) estimates to analyze average household seasonal energy savings and their confidence intervals, with separate data for high-consumption (HC) and low-consumption (LC) households. The figures also include visual representations of billing date probabilities and kWh savings.

B. Results of Linear Fixed Effects Regression (LFER) Analysis p. pp. 101-102
B. Results of Linear Fixed Effects Regression (LFER) Analysis The difference between the estimated savings for high consumption households in summer 2009 and summer 2010 presented in Figures 3.1-3.2 and 3.7 can lead one to conclude that th...

AI summary The text discusses the limitations of the DID analysis in evaluating program effectiveness, noting that it does not account for time-varying factors like weather. It highlights that the LFER analysis allows for conditioning on such variables, providing better insights into program savings trends and the impact of temperature fluctuations on savings.

Table B.5. LFER Analysis Results: Degree Day Model with Quartic Trend p. p. 122
Table B.5. LFER Analysis Results: Degree Day Model with Quartic Trend Table B.5. LFER Analysis Results: Degre ee Day Model with Qu artic Trend Variables Coefficier nt Estimates nsumption (HC) ouseholds onsumption (LC) Households Coefficien...

AI summary Table B.5 presents the results of a Linear Fixed Effects Regression (LFER) analysis, examining the impact of various variables, including heating and cooling degree days (HDDd and CDDd), treatment effects, and post-treatment trends, on household energy consumption. The findings highlight statistically significant relationships between these factors and energy usage patterns.

II. SMUD Experiment p. p. 122
e motivation for taking actions to reduce home electricity consumption. The batch approach did have a drawback, however, in that treatment and control groups differed on some pre-treatment attributes. All members of the treatment group rec...

AI summary The batch approach to reducing home electricity consumption involved providing periodic home energy reports to the treatment group. These reports included neighbor comparisons, historical usage data, and targeted energy efficiency advice. The approach had a drawback as treatment and control groups differed on pre-treatment attributes.

III. PSE Experiment p. p. 122
III. PSE Experiment Experimental design. In October 2008 Puget Sound Energy (PSE) and Positive Energy/oPower launched another energy feedback report experiment in King County, Washington. There were three major differences in program desig...

AI summary In October 2008, Puget Sound Energy (PSE) conducted an energy feedback report experiment in King County, Washington, involving 84,000 homes. The study differed from the SMUD experiment by including both electricity and natural gas, testing report frequency (monthly or quarterly), and using household-level randomization. Eligibility criteria included single-family homes with active accounts and historical energy data.

IV. Conclusion p. p. 122
t sent in a number 10 standard business size envelope. In the PSE experiment, perhaps surprisingly, sending the reports monthly did not have a significantly greater effect than sending them quarterly. The experiments also reveal interestin...

AI summary The experiments show that sending energy use reports monthly or quarterly had similar effects on energy savings. Lower house value and higher pre-treatment energy use households saved more. Initial energy reductions may be behavioral, but effects remained consistent over time, suggesting possible durable changes.

Section 228 p. p. 157
Table 1-3 shows that the high use customers receiving monthly reports achieved greater savings than low use customers receiving quarterly reports. However, both groups achieved savings in each season. Summer was the season showing the grea...

AI summary Table 1-3 indicates that high use customers receiving monthly reports achieved greater savings compared to low use customers receiving quarterly reports, with summer showing the highest savings for high use customers and consistent savings across seasons for low use customers.

Table 1-3. Comparison of Savings for Quarterly vs. Monthly Report Recipients p. p. 157
Table 1-3. Comparison of Savings for Quarterly vs. Monthly Report Recipients Method Summer Impact Winter Impact Shoulder Months Impact Annual Impact Monthly Reports (High Use Customers) -2.8% -2.3% -1.9% -2.3% Quarterly Reports (Low Use Cu...

AI summary Table 1-3 compares the energy savings impact of monthly and quarterly report recipients, showing higher savings for monthly reports, particularly during summer and shoulder months. The overall annual impact is -2.2% for all recipients.

Table 1-4. Second Year Savings based on Difference of Differences Method p. p. 164
Table 1-4. Second Year Savings based on Difference of Differences Method Period Group 2007 kWh per Cust 2008 kWh per Cust 2009 kWh per Cust 2007-2008 Difference Percent Savings 2007-2009 Difference Percent Savings May, June, July, and Augu...

AI summary Table 1-4 shows that energy savings increased during the second year of the pilot program compared to the first year, with participants reducing their energy use by 2.2% in 2008 and 2.8% in 2009. This suggests a cumulative effect, where participants find additional ways to reduce energy consumption over time.

2 BACKGROUND AND OBJECTIVES p. p. 164
2 BACKGROUND AND OBJECTIVES Information technologies designed to assist and encourage customers to use less energy are increasing in the industry. There are a wide variety of information technology options available for accomplishing this...

AI summary The document outlines a pilot program by OPower that uses comparative energy use reports to encourage residential customers to reduce energy consumption. The pilot was conducted in SMUD with two groups, and the results were evaluated by Summit Blue, with updates provided based on additional data collected.

3.2 Method 2: Linear Regression (LR) Models p. p. 164
ient $\alpha_2$ captures the change in average daily kwh use across the pre- and post-treatment for the control group, the sum $\alpha_2 + \alpha_3$ captures this change for the treatment group. Second, the coefficient $\alpha_1$ captures...

AI summary The text discusses the use of linear regression models to analyze the impact of a treatment on average daily kWh usage. It explains how coefficients capture changes in usage for control and treatment groups, the role of random assignment in minimizing bias, and the assumptions of OLS regression regarding error terms and their implications for parameter estimation.

3.4 Summary of Methods: Relative Strengths and Weaknesses p. p. 164
3.4 Summary of Methods: Relative Strengths and Weaknesses The difference-in-difference statistic (method 1) has the advantage of simplicity. However, if the assignment of households to the treatment and control groups is not random, or the...

AI summary This section compares three statistical methods used to evaluate program efficacy. The difference-in-difference method is simple but may be biased if group assignments are not random. LR models allow analysis of household characteristics but may also be biased. DLFE models eliminate bias from unobservable characteristics by using fixed effects, making them more reliable for statistical inference.

4.1 Estimates of Average Annual Savings p. p. 164
4.1 Estimates of Average Annual Savings As discussed in the previous section, three different methods were used to estimate average annual savings from the program. Results from each method will now be presented. Table 4-1 summarizes the e...

AI summary This section presents estimates of average annual savings from a program using three different methods. Table 4-1 shows the results from the difference in differences approach, indicating the highest savings during the summer, followed by winter and shoulder months, attributed to varying electricity usage patterns across seasons.

Table 4-1. Savings by Season from Difference in Differences Method p. p. 164
Table 4-1. Savings by Season from Difference in Differences Method Season Group 2007 KWH/Day 2008 KWH/Day Difference KWH/Day Percent Difference Participants 37.53 37.10 -0.43 Summer: July, Aug, Sept Billing Months Control Group 37.83 38.37...

AI summary The table shows energy savings by season using the Difference in Differences Method, with consistent savings observed across all seasons, particularly notable during summer when participants reduced usage while control group usage increased.

Section 250 p. pp. 164-173
Figure 4-1. Savings by Season from Difference in Differences Method The observed savings per day by season can be used to estimate the annual savings from the program based on the first full year of data. Table 4-2 shows that the estimated...

AI summary The document presents Figure 4-1, which displays savings by season using the difference in differences method. Table 4-2 estimates annual savings at 257 kWh per customer, representing a 2.2% reduction in usage for participants.

Table 4-2. Annual Savings from Difference in Difference Method p. p. 173
Table 4-2. Annual Savings from Difference in Difference Method Method KWH per Day per Customer Difference Days per Year Annual KWH Savings per Customer Percent Savings Summer -0.97 92 -89 Winter -0.74 151 -112 Shoulder Months -0.46 122 -56...

AI summary Table 4-2 presents annual savings calculated using the Difference in Difference Method, showing negative savings across different periods, with an overall annual savings of -257 KWH per customer, or -2.2%. The savings estimates are based on a baseline model that includes heating and cooling degree days.

Section 255 p. p. 173
This section presents updated savings results for the first four months of the second year of the pilot, May through August 2009. Two of these months, May and June, are Shoulder Months while July and August are part of the Summer season. T...

AI summary This section provides updated savings results for the first four months of the second year of the pilot, May through August 2009, using the difference of differences approach to estimate savings during these months, with a particular focus on the summer months of July and August.

Table 4-4. Second Year Savings based on Difference of Differences Method p. p. 173
Table 4-4. Second Year Savings based on Difference of Differences Method Period Group 2007 kWh per Cust 2008 kWh per Cust 2009 kWh per Cust 2007-2008 Difference Percent Savings 2007-2009 Difference Percent Savings May, June, July, and Augu...

AI summary Table 4-4 presents energy savings data from a pilot program, comparing energy use in different periods for participants and a control group. The data shows a 2.2% reduction in energy use by participants in 2008 during the four-month period of May to August, indicating improved savings in the second year of the pilot.

4.6 Energy Savings of Treatment Households Receiving Monthly Versus Quarterly Reports p. p. 182
4.6 Energy Savings of Treatment Households Receiving Monthly Versus Quarterly Reports A treatment variable not included in the above analysis was the frequency of reports (monthly vs. quarterly) sent to treatment households. This is becaus...

AI summary The analysis examines the energy savings of treatment households receiving monthly versus quarterly reports. The study used a seasonal difference in difference model to assess seasonal impacts by report frequency, with control households matched based on energy use levels.

Table 4-9. Comparison of Impacts by Season and Frequency of Reports p. p. 182
Table 4-9. Comparison of Impacts by Season and Frequency of Reports Method Summer Impact Winter Impact Shoulder Months Impact Annual Impact Monthly Reports (High Use Customers) -2.8% -2.3% -1.9% -2.3% Quarterly Reports (Low Use Customers)...

AI summary Table 4-9 compares the impacts of energy savings by season and frequency of reports. High use customers with monthly reports show greater savings in summer, while low use customers with quarterly reports have consistent savings across seasons, with slightly higher savings in winter.

5 AUTHOR BIOGRAPHIES p. p. 182
5 AUTHOR BIOGRAPHIES Daniel Violette, Ph. D. Dr. Violette is a Principal with Summit Blue Consulting who has over 20 years of experience in the energy industry. He is a founder and former CEO of Summit Blue and also served as a Vice Presid...

AI summary This section provides biographies of five individuals involved in energy and regulatory proceedings. It outlines their professional backgrounds, areas of expertise, and contributions to energy efficiency, demand response, and resource planning. The individuals include experts in energy consulting, academic research, and industry practice.

redefined. p. p. 182
redefined. Analysis of Variance Source DF Sum of Mean F Value Pr > F Squares Square Model 5 18214496 3642899 40555.2 <.0001 Error 586693 52700128 89.82573 Uncorrected Total 586698 70914624 Root MSE 9.47764 R-Square 0.2569 Dependent Mean 3....

AI summary The text includes statistical analysis results from an ANOVA and a request and response regarding the Home Energy Report pilot study's participant count. The response indicates the 2012 DSM Plan projects about 65,000 participants.

Section 284 p. p. 182
- 2 cumulative energy and demand savings targets vs. the savings results and/or projections from

AI summary The text references cumulative energy and demand savings targets compared to savings results and projections. It appears to be discussing performance metrics related to energy efficiency programs.

- 3 2008 to 2012. p. p. 182
- 3 2008 to 2012. 1 Request IR-18: 2 3 Should over achievement in a prior year reduce goals and investment in a current year. If 4 so, why? 5 6 Response IR-18: 7 8 Evaluated and verified over-achievement or, as the case may be, under-achie...

AI summary The text discusses requests and responses related to demand-side management (DSM) in Nova Scotia. It addresses whether over-achievement in prior years should affect current year goals, the importance of changes to DSM screening processes, and the potential for achieving more energy savings in residential and commercial sectors.

NON-CONFIDENTIAL p. p. 182
NON-CONFIDENTIAL 1 Request IR-21: 2 3 Please provide an estimate of the cost of procurement for additional energy savings from in 4 ENSC programs for the residential and commercial & industrial sectors, with respect to 5 the issue of unexp...

AI summary The document contains two requests related to ENSC's energy efficiency programs. Request IR-21 asks for an estimate of the cost of procurement for additional energy savings in residential and commercial & industrial sectors, considering unexpected savings from ELI and changes to the 2012 DSM plan. Request IR-22 requests the entire presentation given by Stu Slote from Navigant Consulting on January 7, 2011, regarding the ENSC 2012 DSM Plan.

Efficiency Nova Scotia 2012 DSM Plan: Programs Outline p. pp. 182-202
Efficiency Nova Scotia 2012 DSM Plan: Programs Outline Stu Slote Associate Director ENSC Stakeholder Conference January 7, 2011

AI summary This document outlines the Efficiency Nova Scotia 2012 Demand Side Management (DSM) Plan, presented by Stu Slote, Associate Director, during an ENSC Stakeholder Conference on January 7, 2011. It includes program details and stakeholder engagement activities.

Targets p. p. 203
Targets - Residential (and small commercial) customers - Consumer sector sale / installation of energy efficient ENERGY STAR® products

AI summary The targets of the proceeding include residential and small commercial customers, as well as the sale and installation of energy efficient ENERGY STAR® products in the consumer sector.

May employ third-party implementation contractor p. pp. 204-205
May employ third-party implementation contractor - Build partnerships with retailers - Work through upstream market channels - Consumer marketing and education - Work with regional or national alliances - Target midstream market actors - W...

AI summary The text discusses strategies for implementing a program, including forming partnerships with retailers, engaging upstream market channels, consumer education, collaborating with regional alliances, targeting midstream market actors, and working with bulk purchasers.

Approaches p. pp. 207-208
Approaches - Consider developing / maintaining list of qualified contractors - Explore opportunities to target market to high-use households - Pilot direct installation of additional measures by auditors, and standalone incentives for cert...

AI summary The document outlines several approaches for improving energy efficiency, including developing a list of qualified contractors, targeting high-use households, piloting direct installations by auditors, providing training for contractors, and exploring fuel substitution as a pilot initiative from 2011.

Funding p. pp. 211-212
Funding - For Scope I upgrades to electrically heated homes comes from electricity customers - If home has both electric and non-electric heating, funding is proportional to estimated use of electric space heating - For Scope II electric D...

AI summary Funding for Scope I and Scope II electric DSM upgrades comes from electricity customers. Scope I funding is proportional to electric space heating use, while Scope II applies to all homes. Safety and accessibility are required for contractors to perform upgrades, and additional work may be done on a case-by-case basis.

Approach p. pp. 219-220
Approach - Customers in targeted geographic locations receive feedback on energy bills and through direct mailers - Residences within a region included so average energy benchmarks can be provided, allowing participants to see how they com...

AI summary The approach involves providing targeted energy feedback to customers through mailers and in-home displays, allowing them to compare their energy usage with neighbors. A control group is used for comparison, and some households may have the option to enroll in real-time feedback programs.

May also provide p. pp. 220-221
May also provide - Recommendations for further action, including low-cost and investment-grade measures - Referrals and promotion of relevant ENSC programs - Additional analysis, for example based on usage disaggregation

AI summary The text outlines additional actions that may be taken, such as recommendations for low-cost and investment-grade measures, referrals to ENSC programs, and further analysis based on usage disaggregation.

Program naturally targets customer behavioural changes p. pp. 223-224
Program naturally targets customer behavioural changes - thermostat setback - cold water for clothes washing - use of clothes lines for drying - switch off lights in unoccupied rooms - can encourage deeper measures - community-based compon...

AI summary The program is designed to influence customer behavior through measures such as thermostat setbacks, using cold water for laundry, and switching off lights in unoccupied rooms. It may also include low-cost measures like CFLs as part of a community-based approach.

Next steps p. pp. 224-225
Next steps - Final program strategy determined during further design work in 2011, may pilot in 2011 - Delivery of core report component likely be contracted out to an existing third-party provider, and would require NSPI's collaboration f...

AI summary The next steps include finalizing a program strategy in 2011, potentially piloting it the same year. A third-party provider will likely deliver the core report component, requiring collaboration from NSPI for data collection. This approach is being adopted in other Canadian jurisdictions, with privacy concerns addressed under PIPEDA.

Two distinct elements p. pp. 225-226
Two distinct elements - Business Energy Rebate (BER) provides prescriptive rebates (launched in 2010) - -Cover 20-40% of equipment incremental costs - On-bill financing offered for remainder costs - Financing provided interest-free and rep...

AI summary The Business Energy Rebate (BER) and Smart Lighting Choices (SLC) programs aim to support energy efficiency through rebates and upstream initiatives. BER covers 20-40% of equipment costs with on-bill financing, while SLC focuses on high-performance lighting. Both programs target market-driven opportunities in natural replacement and new construction, with BER expanding in 2012 to better support specific segments.

Implementation p. pp. 226-228
Implementation - Incentive for qualifying equipment or services for discretionary retrofit and market driven / new construction applications - For key market segments, applicable technologies bundled together into single application packag...

AI summary The text outlines strategies for implementing energy efficiency programs, including incentives for high-efficiency equipment, bundled application packages for key market segments, and prescriptive measures for projects unable to follow full construction standards. It emphasizes leveraging existing market channels, training providers, and reducing administrative costs through streamlined processes.

Objectives p. p. 234
Objectives - secure cost-effective electrical energy savings from efficiency projects - promote fuel choice in new construction - fuel substitution in retrofits of existing non-residential facilities

AI summary The objectives focus on achieving cost-effective electrical energy savings through efficiency projects, promoting fuel choice in new construction, and encouraging fuel substitution in retrofits of existing non-residential facilities.

In 2012 introduce aggressive targeted segment-specific approach p. pp. 235-236
In 2012 introduce aggressive targeted segment-specific approach - Package program services and incentives, both custom and prescriptive, to market segments with homogenous end uses - Implementing targeted segment-specific approach involves...

AI summary In 2012, an aggressive targeted segment-specific approach was introduced, focusing on packaging program services and incentives to specific market segments with similar end uses. This approach does not involve substantive changes to incentive levels or structures but emphasizes tailoring measures, services, and expertise to each unique segment.

New construction and major renovation (launched mid-year 2010) p. pp. 237-238
New construction and major renovation (launched mid-year 2010) - Eligible for Custom program using one of two paths - Core Performance - most applicable to small and medium office, school, retail, warehouses - provides easy to follow stand...

AI summary The New construction and major renovation program, launched mid-year 2010, offers two paths for eligibility: Core Performance and Whole Building. Core Performance is suitable for small to medium buildings and provides standards for lighting, HVAC, and insulation, while Whole Building is for projects requiring energy modeling or not well suited to Core Performance. Technical assistance is available through building owners, their agents, and the design community.

Examples p. pp. 240-242
Examples - Compressed air audit initiative addressing entire delivery system and particularly operational opportunities - Combines feasibility study and technical assistance with prescriptive and custom rebates - Upgrades are often cost-ef...

AI summary The text outlines various energy efficiency initiatives, including compressed air audits, industrial productivity benchmarks, retro-commissioning services, and cohort-based support for continuous energy improvement in industrial processes. These programs aim to optimize energy usage, promote cost-effective upgrades, and foster collaboration among industry participants.

Strategies p. pp. 244-246
Strategies - Consider using billing data, market analysis and customer segmentation to target customers with highest potential for outreach and recruitment - Incentives negotiated based on amount determined to overcome incremental cost inv...

AI summary The document discusses strategies for targeting customers based on billing data and market analysis, with incentives tailored to overcome investment barriers. A program launched in 2008 targets non-residential customers with lighting and commercial refrigeration load, with specific eligibility thresholds based on energy use.

Implementation p. pp. 246-247
Implementation - Turnkey installation of comprehensive set of measures - Although program will target customers with lighting and refrigeration loads, all energy saving opportunities will either be addressed by current comprehensive suite...

AI summary The implementation plan includes turnkey installation of energy-saving measures, targeting small businesses with lighting and refrigeration loads. Contractors will identify eligible businesses, perform installations, and dispose of old materials, with future interventions for additional energy-saving opportunities.

Strategies p. pp. 249-251
Strategies - May authorize implementation contractor to work with third parties (local business associations or Chambers of Commerce) to further advance program participation - May provide targeted marketing support and either approves or...

AI summary The document outlines strategies for implementing energy efficiency programs, including collaboration with third parties, marketing support, incentive structures set by ENSC, and potential adjustments to program design features to achieve the goals of the DSM Plan within budget constraints.

Preliminary Budget / Energy Savings Projections p. pp. 251-252
Preliminary Budget / Energy Savings Projections dg Bu et Inc l A l ta rem en nn ua Ne Sa vin t E ne rgy gs Ge at rat ne or la 2 0 1 2 D S M P n $ ( ) M 20 11 ( h ) GW EN SC PR OG RA MS i de ia l Re nt s f fic du E ien t P cts ro 3.4 5 13 ....

AI summary The document presents preliminary budget and energy savings projections, including figures for various programs and initiatives, such as the 2012 DSM Plan, energy efficiency measures, and residential and commercial energy savings. It includes projected savings and costs for different categories, such as existing homes, new homes, and low-income households.

p. p. 253
1 Request IR-23: 2 3 Does ENSC consider the preliminary budget / energy savings projections on slide 51 of the 4 above mentioned presentation to have been a realistic estimate of achievable energy savings 5 for 2012 at the time? For each p...

AI summary ENSC confirms that the preliminary budget and energy savings projections on slide 51 were considered realistic at the time for most programs, except for those involving Extra-Large Industrials, Home Energy Report, and Existing Houses and Low Income Households, which had more aggressive targets. The response also refers to other documents for further details on savings and the Integrated Resource Plan (IRP).

Context for Responses p. p. 253
ill further investigate to better understand the referenced efficiency factor. 3 Stakeholder Avon Topic Plans Suggestions/Comments Consider a scenario where carbon caps are met through trading or offsets. Response A key focus of the 2009 I...

AI summary The text discusses stakeholder suggestions and responses related to carbon caps, NPV analysis, cost sensitivity, and DSM assumptions. The 2009 IRP Update focuses on meeting carbon reduction targets through hard caps rather than offsets, and responses address providing detailed cost analyses and sensitivity testing for delayed implementation.

23 Stakeholder NPB p. p. 253
rocess. 37 Stakeholder NSDOE Topic PPA – Renewables Suggestions/Comments Tidal capacity factor of 18% is too low. Response NSPI is using a conservative figure as tidal energy is an emerging technology with expectations not yet well underst...

AI summary Stakeholder NSDOE raised several concerns regarding the PPA for renewables, load forecast discrepancies, DSM cost increases, and the integration of CO2 and pollutants in planning. NSPI responded by revising the tidal capacity factor, explaining load forecast adjustments, confirming DSM cost accuracy, and addressing CO2 optimization in the Deep Green run.

Introduction p. p. 253
comments on the Draft IPR Update if warranted. Response The final comments of Board staff and consultants were sent to stakeholders on November 24. 3 Stakeholder NPB Topic Action Plan Suggestions/Comments Add second bullet on page 34 under...

AI summary The document discusses stakeholder suggestions for updating the Action Plan in the Draft IPR Update, including monitoring DSM energy savings, providing annual load forecasts, and tracking natural gas prices. NSPI agrees with these suggestions and outlines existing reporting mechanisms.

Final Report. p. p. 253
Final Report. 1 Request IR-27: 2 3 Low-cost Programs: Program costs will be minimized, where doing so does not hinder meeting 4 overall IRP targets in both the short and long term. 5 6 Long-term success: In planning DSM initiatives, it is...

AI summary The document contains responses to requests regarding Energy Nova Scotia's (ENSC) 2012 DSM Plan, renewable heating strategy, and biomass sustainability benchmarks. ENSC emphasizes alignment with Integrated Resource Plan (IRP) targets, plans to develop a renewable heating strategy, and intends to use certified wood pellets for biomass projects with sustainability considerations.

1 Request IR-31B: p. p. 253
Date Filed: March 29, 2011 ENSC EAC IR-32 Page 1 of 1 1 Request IR-31B: 2 3 ENSC is discussing a mandate for DSM programs for other fuel types with the Nova Scotia 4 Department of Energy. At the time of filing, the timeline, form and overs...

AI summary ENSC is discussing a mandate for DSM programs for other fuel types with the Nova Scotia Department of Energy. As of 2011, ENSC had taken over operational responsibility for several provincially-funded energy efficiency programs for other fuels, though the government continues to own and manage these programs. Negotiations are ongoing for ENSC to administer a suite of energy efficiency and conservation programs under a multi-year contract.

- 5 2013, are: packaged split system air conditioner / heat pumps and electronic thermostats. p. p. 253
- 5 2013, are: packaged split system air conditioner / heat pumps and electronic thermostats. 1 Request IR-37: 2 3 Custom C&I: Segments to be targeted in 2012 may include grocery stores, schools, large 4 multi-family buildings, military an...

AI summary The document discusses incentive levels for energy efficiency retrofits in grocery stores, including examples and strategic direction from ENSC. It references the C&I Custom program and Small Business Direct Install program, and mentions the SCOPEER Resource Task Force's focus on commercial refrigeration efficiency.

- 9 anticipation of a new standard being available for reference in regulation, by 2014. p. p. 253
- 9 anticipation of a new standard being available for reference in regulation, by 2014. 1 Request IR-38: 2 3 Development and Research: ENSC will focus on emerging energy-efficiency strategies and 4 technologies. (p.33 of 43) 5 6 Please pr...

AI summary The document outlines ENSC's approach to identifying and prioritizing emerging energy-efficiency strategies and technologies. ENSC plans to use its staff and consultants to stay informed about new developments and will rely on the 2012 DSM Plan's guiding principles for decision-making.

Section 408 p. p. 253
1 Request IR-40: 2 3 What level of engagement will ENSC have with stakeholders with respect to development 4 and research focus on strategies and technologies? 5 6 Response IR-40: 7 8 ENSC welcomes input from stakeholders. The Program Deve...

AI summary ENSC seeks stakeholder input on strategies and technologies for energy efficiency programs. The Program Development Working Group (PDWG) facilitates engagement, and ENSC is exploring additional mechanisms for broader stakeholder involvement, particularly those not previously active in the regulatory process for electricity DSM.

Date Filed: March 29, 2011 ENSC EAC IR-40 Page 1 of 1 p. p. 253
Date Filed: March 29, 2011 ENSC EAC IR-40 Page 1 of 1 1 Request IR-41: 2 3 Codes and Standards: A number of opportunities are emerging in the residential and 4 commercial sectors for ENSC to support and promote new energy codes and standar...

AI summary ENSC outlines its approach to identifying and assessing opportunities for new energy codes and standards in residential and commercial sectors, including collaboration with government and participation in committees. It also references prior work on evaluating free ridership and spillover in DSM programs and refers to Multeese IR-12c for further details.

- 9 net-to-gross ratios in determining the 2012 savings estimates: p. p. 253
- 9 net-to-gross ratios in determining the 2012 savings estimates: 2012 DSM Program Net-to-Gross Ratio Efficient Products 0.85 Existing Houses – non-Low Income 0.80 – Low Income 1.00 New Houses – EnerGuide 83 0.60 – EnerGuide 84 0.65 – Ene...

AI summary The text presents a table with net-to-gross ratios for various 2012 DSM programs, showing the efficiency of energy savings estimates for different categories of residential and commercial programs.

E-7ENSC (Multeese) IR-1 to IR-31 3/29/2011 90 passages
Supplier Debriefing p. p. 47
Supplier Debriefing Efficiency Nova Scotia Corporation will offer a supplier debriefing session to provide constructive feedback from the evaluation. Suppliers can find out how their proposal scored against published criteria, obtain comme...

AI summary Efficiency Nova Scotia Corporation is offering a supplier debriefing session to provide feedback on their proposals, allowing suppliers to understand their scores and receive comments from the evaluation team without comparing bids to each other.

An Act to Establish the Efficiency Nova Scotia Corporation p. p. 48
An Act to Establish the Efficiency Nova Scotia Corporation Be it enacted by the Governor and Assembly as follows: - 1 This Act may be cited as the Efficiency Nova Scotia Corporation Act. - 2 The purpose of this Act is to - (a) establish an...

AI summary This Act establishes the Efficiency Nova Scotia Corporation to manage electricity demand-side management programs, create a fund to support these programs, and provide regulatory oversight. It also defines key terms and outlines the Corporation's authority to engage in energy efficiency and conservation initiatives beyond demand-side management.

CORPORATION p. p. 48
CORPORATION - 6 There is hereby established a body corporate to be known as the Efficiency Nova Scotia Corporation. - 7 Notwithstanding Sections 70 and 71 of the Provincial Finance Act, the Corporation is not and may not be designated as a...

AI summary The Efficiency Nova Scotia Corporation is established as a body corporate with the primary objective of designing and administering electricity demand-side management and energy efficiency programs. The Corporation is governed by a Board of Directors, which includes both voting and non-voting members appointed by the Governor in Council.

ELECTRICITY DEMAND-SIDE MANAGEMENT FUND p. p. 48
ELECTRICITY DEMAND-SIDE MANAGEMENT FUND - 27 (1) There is hereby established the Electricity Demand-side Management Fund. - (2) The Fund consists of - (a) any electricity demand-side management transitional funds contributed from Nova Scot...

AI summary The Electricity Demand-side Management Fund is established with contributions from Nova Scotia Power, assessments on public utilities, and other contributions. It is managed by the Corporation, segregated from other assets, and used exclusively for demand-side management programs. Surpluses are retained for future use, and the Fund cannot be used for general provincial obligations.

PROGRAM AND EXPENDITURES p. p. 48
PROGRAM AND EXPENDITURES - 35 The Corporation shall submit to the Review Board for approval an electricity demand-side management program for one or more calendar years, at the time and in the manner required by the Review Board, commencin...

AI summary The document outlines the requirements for the Corporation to submit an electricity demand-side management program for approval by the Review Board, ensuring cost allocation is just and reasonable. It also details the Review Board's supervisory role over the Corporation and the application of the Public Utilities Act with specific exceptions.

MISCELLANEOUS p. pp. 48-55
MISCELLANEOUS - 40 The Corporation and Nova Scotia Power shall enter into a transition plan with respect to the manner in which the electricity demand-side management program will be undertaken by the Corporation and Nova Scotia Power. - 4...

AI summary The document outlines the requirement for the Corporation and Nova Scotia Power to develop a transition plan for the electricity demand-side management program, including the transfer of funding and contractual arrangements. The transition plan must be approved by the Review Board, and Nova Scotia Power must pay an assessment to the Corporation to cover start-up costs, recoverable from ratepayers.

1 NON-CONFIDENTIAL Request IR-2: p. p. 55
1 NON-CONFIDENTIAL Request IR-2: 2 3 With respect to page 8, lines 3-4, please provide the adjustments made to Appendix B of the 4 Board's August 4, 2009 Decision to arrive at the 88.13 Gwh and the $22.56 million. 5 6 Response IR-2: 7 8 Li...

AI summary The document discusses adjustments made to Appendix B of the Board's August 4, 2009 Decision regarding the 2010 DSM Plan. Two corrections were made: one related to a budget entry in the 'C & I' section, and another that reduced the C&I rate class expenditures for 2010 DSM to $800,000, affecting the energy savings targets and budget figures.

DSM Cost Recovery Rider Appendix B Page 1 of 1 p. p. 55
DSM Cost Recovery Rider Appendix B Page 1 of 1 Appendix B: 2010 DSM Plan 2010 DSM Plan Budget 1 ($ millions) Number of Participants / Units Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at G...

AI summary This appendix provides a summary of the 2010 DSM Plan, including budget allocations, number of participants, energy savings, and cost-benefit ratios for various residential, commercial and industrial, and multi-sector programs. The data is presented in millions of dollars and includes incremental annual net energy and demand savings.

- 3 programs and the ENSC startup costs. p. p. 55
- 3 programs and the ENSC startup costs. 1 Request IR-4: 2 With respect to Figure 5.1 on page 14, 3 a) Please confirm that if the overachievements from 2008-09, contributions from the Extra 4 Large Industrials, and Codes and Standards are...

AI summary The document discusses questions regarding the 2012 DSM Plan and ENSC startup costs, including energy savings, investment amounts, and cost comparisons with the 2011 DSM Plan. It also requests explanations for lower energy savings and higher costs in 2012, as well as options to reduce costs.

Preamble p. pp. 55-205
long-term IRP electricity savings objectives, within a budget that minimizes increased charges to ratepayers. Increased levels of program investment would make it necessary to reduce funding for Enabling Strategies or to further increase r...

AI summary The text discusses the challenges of maintaining long-term electricity savings objectives in DSM programs as they progress. It highlights two key factors: 'low-hanging fruit' diminishing over time and the concept of 'diminishing returns' as market conditions change and new efficiency standards are introduced.

NON-CONFIDENTIAL p. p. 55
NON-CONFIDENTIAL 1 DSM Plan of: 40 percent for all residential programs (except for New Houses); and 50 2 percent for all non-residential programs.

AI summary The document outlines the targets for the DSM Plan, setting a 40 percent goal for residential programs (excluding new houses) and a 50 percent goal for non-residential programs.

4 Revised Figure 5.1 with 158.5 GWh in Energy Savings from ENSC Programs p. p. 55
4 Revised Figure 5.1 with 158.5 GWh in Energy Savings from ENSC Programs In cremental Annual Net Energy Savings Incremental Annual Net Demand Savings Ben efit/ Cost Ratio Total Resource Ben efit/ Cost Ratio Program Administrator Cost Test...

AI summary Revised Figure 5.1 highlights energy savings from ENSC programs, showing 158.5 GWh in energy savings. The table includes data on various programs such as residential, commercial, and industrial DSM initiatives, along with metrics like incremental annual net energy savings, benefit/cost ratios, and program administrator cost tests.

1 Revised Figure 5.1 with 174.66 GWh in Energy Savings from ENSC Programs p. p. 55
1 Revised Figure 5.1 with 174.66 GWh in Energy Savings from ENSC Programs Budget Benefits Incremental Annual Net Energy Savings at Generator Incremental Annual Net Demand Savings at Generator Benefit/ Cost Ratio Total Resource Cost Test Be...

AI summary The document presents a revised figure showing 174.66 GWh in energy savings from ENSC programs, with detailed breakdowns of budget, benefits, and energy and demand savings across various programs. The table includes data on overachievements from 2008-2009 DSM plans, residential and commercial programs, and savings from outside ENSC-funded initiatives.

3. Includes participation by low-income households p. pp. 55-69
3. Includes participation by low-income households 1 Request IR-5: 2 3 With respect to Figure 5.1, 4 5 a) If the annual avoided energy and avoided capacity costs used in the development of the 6 TRC's and PAC's are different from those use...

AI summary The document discusses requests and responses related to the derivation of avoided costs for the 2012 DSM Plan and the calculation of historic savings from Codes and Standards. It confirms that the methodology for avoided costs has remained consistent since the 2011 DSM Plan and explains the basis for the 10 GWh historic savings figure.

Section-2: Efficiency gains and resultant demand reductions during winter NSPI system peaks p. pp. 89-92
Section-2: Efficiency gains and resultant demand reductions during winter NSPI system peaks At ENSC's request, we have examined plant demand around the time of the winter monthly NSPI system peak and compared post-project vs. pre-project c...

AI summary The analysis compares pre- and post-project demand patterns at NPPH during winter NSPI system peaks. It finds limited evidence of demand adjustments following the Line 1 refiner upgrade, with demand remaining above the CBL despite price spikes in some cases.

Efficiency New Brunswick p. p. 92
Efficiency New Brunswick EPS has been directly involved with the Efficiency NB large industry program for the last 3.5 years since initial design in the fall of 2007, through delivery starting January 2008 and continuing to present. Under...

AI summary EPS has been involved with Efficiency NB's large industry program since 2007, working with the largest 30 plants in the province to develop and implement energy efficiency projects, resulting in over $100 million in evaluated projects focused on electricity and fuel savings, particularly in the pulp & paper sector.

NON-CONFIDENTIAL p. p. 100
NON-CONFIDENTIAL 1 Request IR-10: 2 3 With respect to page 17, lines 23 – 25, 4 5 a) Please provide examples of measures which may fail the TRC test but potentially 6 provides strategic or long term benefits. 7 8 b) Please discuss why the...

AI summary The text discusses measures that may fail the TRC test but offer strategic or long-term benefits, such as market development for new technologies and building a conservation culture. These benefits are not easily quantified as energy savings and thus not included in TRC calculations.

$ ^2 $ NMR Group Inc., Impact and Process Evaluation: Small Business Direct Install Program, (2010) page 10 section 2.5 p. p. 100
$ ^2 $ NMR Group Inc., Impact and Process Evaluation: Small Business Direct Install Program, (2010) page 10 section 2.5 1 Request IR-13: 2 3 With respect to page 21, line 24, please provide a copy of the Affordable Energy Coalition 4 study...

AI summary The document includes a request for a study by the Affordable Energy Coalition and a response referring to Attachment 1. It also references a study on low-income-renter demand side management in Nova Scotia, focusing on aligning interests in energy conservation.

Stephen Penney and Leslie Bateman p. p. 100
Stephen Penney and Leslie Bateman Prepared in cooperation with the Affordable Energy Coalition, Nova Scotia Power Incorporated, and the Nova Scotia Program Development Working Group Low Income Subcommittee, supporting the Nova Scotia Deman...

AI summary The document, prepared by Stephen Penney and Leslie Bateman in collaboration with various organizations, supports the Nova Scotia Demand Side Management Plan. It was submitted in December 2010 and finalized in March 2011, though it does not include updates from the 2012 DSM Plan filing.

Table of Contents p. p. 111
Table of Contents Table of Contents i Recommendations for Increasing the Effectiveness of Demand Side Management among Low-income renters in Nova Scotia38 Efficiency Nova Scotia DSM Plan38 Short Term Low-income-renter DSM Program Strategie...

AI summary The document outlines recommendations to improve demand-side management (DSM) programs for low-income renters in Nova Scotia. It suggests modifying existing programs to provide no-cost or subsidized options, increasing funding, and implementing new initiatives such as the DSM Captain and Energy Leader Programs.

Introduction p. pp. 115-119
Introduction A convergence of recent trends including rising and unpredictable costs of energy, the increasing desire and need to mitigate environmental damage, and the focus on energy security has resulted in an expansion of Demand Side M...

AI summary The document discusses the need to expand Demand Side Management (DSM) programming in Nova Scotia to include low-income-renters, who are currently excluded and thus miss out on energy efficiency benefits. Energy poverty is defined as insufficient heating and ventilation due to economic hardship, disproportionately affecting low-income individuals. The report highlights the environmental and social benefits of addressing energy poverty and outlines a structure for identifying barriers, existing programs, and recommendations for expanding DSM programming.

Defining the Low-Income-Renter in Nova Scotia for Demand Side Management p. p. 121
Defining the Low-Income-Renter in Nova Scotia for Demand Side Management Identifying eligible candidates for low-income-renter DSM programming is an initial consideration in DSM Program design. This part of the paper begins with a discussi...

AI summary The text discusses the importance of identifying eligible low-income renters for Demand Side Management (DSM) programs in Nova Scotia. It highlights the need to address energy poverty and outlines various methods for determining eligibility, noting the varying circumstances of low-income renters across rural and urban areas.

Methods to Define Low-Income in Nova Scotia p. p. 121
mics, consumer choice and consumption behavior. In Nova Scotia, individuals aided by the Income Assistance Program receive calculated support, up to a maximum limit, based on eligibility requirements. The 2007 Food Costing Study provides a...

AI summary The text discusses methods to define low-income individuals in Nova Scotia, referencing the Income Assistance Program and a 2007 Food Costing Study that highlights the financial challenges faced by low-income individuals. It also mentions the potential of Demand-Side Management (DSM) programming to address energy poverty, with the suggestion that a Universal Service Program (USP) may be needed as a complementary measure.

Identifying Low-Income-Renters in Nova Scotia for Demand Side Management Programming p. pp. 121-124
Identifying Low-Income-Renters in Nova Scotia for Demand Side Management Programming In Nova Scotia, rental housing is a common form of housing, and includes a range of housing situations: single family homes and mobile homes, duplexes, fl...

AI summary This document discusses the challenges of implementing Demand Side Management (DSM) programming for low-income renters in Nova Scotia. It highlights the diversity of rental housing and energy contract situations, which create a principle-agent problem between landlords and tenants. Efficiency Nova Scotia is tasked with continuing DSM programming, including the development of low-income-renter initiatives, while NSPI plays a key role in customer engagement and data collection.

Next Steps to Identify Low-Income-Renters p. pp. 124-125
Next Steps to Identify Low-Income-Renters The purpose of this discussion has been to indicate the scope of considerations that should inform the eligibility of low-income-renters in Nova Scotia for specialized DSM programming. Determining...

AI summary This section outlines the importance of identifying low-income renters in Nova Scotia for specialized demand-side management (DSM) programming. It emphasizes the need for clear eligibility criteria and the use of existing data to streamline the process and conserve program resources for implementation. The discussion also references external programs and plans to provide a frame of reference for further analysis.

Low-Income-Renter Demand Side Management Models p. p. 127
Low-Income-Renter Demand Side Management Models In this paper, we have profiled several DSM programs that provide some benefit to low-incomerenters. Fact sheets that profile the nineteen programs examined in our research are included in th...

AI summary This section of the paper highlights various Demand Side Management (DSM) programs that benefit low-income renters, noting that while many are viable, some stand out for their innovative approaches or unique successes. Fact sheets on nineteen programs are included in the appendix.

Manitoba: Warm Up Winnipeg p. p. 127
Manitoba: Warm Up Winnipeg One of the more innovative Canadian DSM programs is Warm Up Winnipeg, which serves 16 of the poorest neighborhoods in Winnipeg, Manitoba. Established in 2006 the program receives funding from the major provincial...

AI summary The Warm Up Winnipeg program is an innovative DSM initiative targeting low-income neighborhoods in Winnipeg, providing energy efficiency measures and creating local employment opportunities. It has achieved significant energy savings and poverty reduction. The program's success is attributed to its focus on impoverished communities and effective communication strategies.

British Columbia: BC Hydro Energy Conservation Assistance Program p. pp. 127-128
British Columbia: BC Hydro Energy Conservation Assistance Program British Columbia Hydro's Energy Conservation Assistance Program delivers its DSM programming both to individuals and in bulk format. Benefits include pipe-wrapping, insulati...

AI summary British Columbia Hydro's Energy Conservation Assistance Program delivers demand-side management (DSM) initiatives, including energy efficiency measures like insulation and efficient bulbs. The program collaborates with housing providers to engage multiple tenants and emphasizes proactive education and personalized outreach to ensure participation.

Retrofit Program Models p. p. 128
Retrofit Program Models DSM programming often brings with it an increase in property value that can lead a landlord to increase rent or target a different segment of the rental market with the improved property. A landlord's motivation to...

AI summary DSM programming can increase property value, potentially leading landlords to raise rents, which conflicts with the needs of low-income renters. Two programs have attempted to address this issue by preventing energy savings from being used as a justification for rent increases.

California: Energy Management Assistance Program p. p. 129
California: Energy Management Assistance Program California's Energy Management Assistance Program cooperates with the Low-Income Home Energy Assistance Program to purchase energy efficiency devices and materials at bulk rates. Weather-dep...

AI summary California's Energy Management Assistance Program collaborates with the Low-Income Home Energy Assistance Program to purchase energy efficiency devices at bulk rates, reducing costs and administrative burdens. This collaboration highlights benefits of integrating DSM programs, offering a useful example for other jurisdictions.

New York: Assisted Multi-Family Loan Program p. p. 130
New York: Assisted Multi-Family Loan Program Although many DSM programs offer funding to carry out energy efficiency work, many rely on some investment of capital by property owners. Particularly where renters pay heating bills directly, l...

AI summary The Assisted Multi-Family Loan Program (AMFP) in New York provides low-interest loans and grants to landlords for energy efficiency upgrades, addressing the split incentive problem by aligning landlord and tenant interests. The program ensures that investments are proportional to energy savings, benefiting low-income consumers and providing predictability for utilities and sponsors.

Ontario: Peaksaver p. p. 130
Ontario: Peaksaver Smart grid technology has also been employed in various ways to bring the benefits of DSM programming to individual consumers. Ontario's Peaksaver Program is marketed to energy consumers who are motivated by the environm...

AI summary Ontario's Peaksaver Program uses smart grid technology to engage consumers in demand-side management by allowing utilities to adjust water heater or furnace settings during peak load times. The program is not targeted at low-income households and does not offer significant energy savings, but it is available to both homeowners and renters.

U.S.: Weatherization Assistance Program p. p. 131
U.S.: Weatherization Assistance Program Although many of the factors important in the design and delivery of DSM programming have been dealt with by the programs studied in our research, some consistent gaps remain: particularly reporting...

AI summary The U.S. Weatherization Assistance Program (WAP) provides accountability reports to Congress and the public, including 'In Progress Peer Reviews' and 'Process Assessments.' In contrast, programs like Peaksaver and Warm Up Winnipeg have limited reporting on program effectiveness. The paper highlights gaps in reporting and accountability in DSM programs and discusses barriers facing low-income renters in accessing energy savings.

Low-Income-Renter Demand Side Management Barriers p. p. 132
Low-Income-Renter Demand Side Management Barriers The term "efficiency gap" is used to describe the difference between actual energy consumption and a lower level of energy consumption that would make sense due to the savings that follow f...

AI summary The paper discusses the 'efficiency gap' and the barriers to energy-efficient behavior, particularly affecting low-income renters. It highlights the complex relationship between landlords and renters, and the need for coordinated policy approaches to address these barriers effectively.

The Efficiency Gap p. p. 132
The Efficiency Gap The goal of DSM programming is to narrow the efficiency gap. Through the use of education, information and technology, a DSM program communicates and assists energy consumers in making good choices and implementing measu...

AI summary The document discusses the concept of the efficiency gap in the context of Demand-Side Management (DSM) programming, emphasizing the need to address barriers to energy efficiency, particularly in low-income renter households. Effective DSM programs must be tailored to specific circumstances and informed by data analysis, with a strategic and flexible approach required for success.

Market Function p. p. 134
Market Function The concept of market function captures the elements of the marketplace in which energy consumption decisions are made. In a perfect market, a number of elements would be in place to support energy efficient choices because...

AI summary The text discusses the concept of market function in energy consumption, emphasizing the importance of true energy cost and the role of externalized greenhouse gas emissions. It highlights the need for a perfect market where energy efficiency and renewable energy sources are economically viable and accessible. Government intervention is noted as necessary for capturing external costs, with examples from the northeastern United States.

Principal-Agent Problem p. pp. 134-136
Principal-Agent Problem The principal-agent problem is widely recognized to be a key barrier to DSM in the rental context, and is particularly pertinent in the case of low-income-renter programming due to the bargaining power differential...

AI summary The principal-agent problem is a key barrier to demand-side management (DSM) in rental properties, particularly for low-income renters, due to differing incentives and information asymmetry between landlords and tenants. The issue arises when decisions made by one party (e.g., purchasing an inefficient appliance) conflict with the interests of the other. Solutions require technology-specific analysis and deconstruction of landlord-tenant contracts to address the efficiency gap.

Investment in Energy Efficient Technology p. p. 139
n jeopardy by increases in rent. Therefore, tenant protection from rent increases following landlord investment in energy efficiency technology has been incorporated into legislation in New Brunswick. Where the landlord is unable to quanti...

AI summary The text discusses the importance of reducing transaction costs for landlords investing in energy efficiency technology, suggesting solutions such as specialized services from the DSM Administrator and third-party energy service providers to make the process easier and more accessible.

Property Transfer p. pp. 139-142
Property Transfer Property transfer issues can become market barriers when ownership and leasehold property interests are transferred. In the rental context both of these must be considered: ownership transfer when the landlord sells the r...

AI summary Property transfer can create barriers to energy efficiency investments by introducing uncertainty for landlords and tenants. It can also affect program sustainability if new occupants lack knowledge about energy systems. However, property transfer can also be an opportunity for DSM programs, such as energy audits and labeling initiatives. The Residential Tenancy Act could be amended to support energy labeling rights for prospective tenants.

Informational Barriers p. pp. 142-144
Informational Barriers Informational barriers include lack of information, cost of information, accuracy of information and the ability to use or act on information. Issues related to these barriers include whether information is available...

AI summary The text discusses informational barriers that hinder decision-making in energy efficiency, particularly in the context of DSM programs. These barriers include lack of information, cost of information, accuracy, and the ability to use information. It highlights issues such as bounded rationality, information asymmetry, and the importance of outreach strategies to improve program uptake, especially among low-income renters.

Technological Barriers p. pp. 144-146
Technological Barriers Technological barriers include a range of technological issues associated with energy efficiency decision-making. These include the availability of technology, 92 the effectiveness of technology, and the implementati...

AI summary The text discusses technological barriers to energy efficiency, focusing on the availability and accessibility of energy-saving technologies for low-income renters in Nova Scotia. It highlights existing programs and potential solutions, such as the BC Hydro Energy Savings Kit and the Peaksaver Program, which use smart-grid technology to manage energy consumption.

Behavioral Barriers p. pp. 146-149
Behavioral Barriers Behavioral barriers 102 help to explain the decisions of energy consumers that reach beyond market forces and difficulties understanding information and technology. Distrust of Low-Income-Renter Demand Side Management i...

AI summary The document discusses behavioral barriers to low-income-renter participation in demand-side management (DSM) programming in Nova Scotia, focusing on distrust of information and privacy concerns. Examples include skepticism about DSM program benefits and concerns that upgrades may lead to increased property taxes.

Policy Barriers p. pp. 149-152
Policy Barriers Low-income-renter DSM programming in Nova Scotia takes place in a rich policy context. In many ways, government policy aligns with the objectives of DSM programming. For example, a range of federal, 110 provincial, 111 and...

AI summary The document discusses policy barriers to low-income-renter DSM programming in Nova Scotia, highlighting the lack of special programming for renters and landlords, as well as the requirement of homeownership for participation in DSM programs. It also notes the DSM cost recovery rider as a concern.

A Coordinated Approach p. p. 152
A Coordinated Approach There is not a single barrier that is responsible for the efficiency gap in the context of lowincome-renter DSM. A spectrum of barriers, including market, informational, technology, behavioral and policy barriers int...

AI summary The text discusses the complexity of addressing barriers to low-income-renter demand-side management (DSM) programming. It emphasizes that multiple barriers interact and that no single solution exists. A case-specific approach is necessary, comparing the challenge to untying a complex knot, requiring careful unraveling and tailored strategies.

Next Steps to Identify Low-Income-Renter Barriers p. pp. 152-154
Next Steps to Identify Low-Income-Renter Barriers The purpose of the discussion in this part of the paper has been to outline the scope of barriers and policy options that should be considered in the development of responsive and effective...

AI summary The text outlines the need to address barriers faced by low-income renters in energy efficiency programs. It emphasizes the importance of cooperative efforts among government departments and NGOs, and suggests policy approaches such as energy market reforms and third-party investment mechanisms like PAYS. The goal is to develop effective DSM programming that alleviates energy poverty.

Part IV: p. pp. 154-156
Part IV: Recommendations for Increasing the Effectiveness of Demand Side Management among Lowincome-renters in Nova Scotia The challenge of low-income-renter DSM programming is complicated by the challenges of identifying and providing res...

AI summary The text outlines recommendations to improve demand-side management (DSM) for low-income renters in Nova Scotia. It highlights the challenges in identifying and supporting this group and suggests short-term and long-term solutions, including policy and legislative changes. The recommendations emphasize the need for comprehensive strategies to address energy poverty beyond DSM.

Short Term Low-income-renter DSM Program Strategies p. p. 156
Short Term Low-income-renter DSM Program Strategies The 2012 DSM Plan is currently in its development stage. There are opportunities to begin building the foundation of long-term low-income-renter DSM programming by working to identify low...

AI summary The document discusses strategies for developing short-term low-income-renter DSM programs, emphasizing the need to identify low-income renters as a distinct demographic, expand outreach, and leverage existing relationships. It also suggests incorporating these opportunities into the 2012 DSM Plan.

1. Make a commitment to low-income-renter DSM programming in the 2012 DSM Plan p. p. 156
1. Make a commitment to low-income-renter DSM programming in the 2012 DSM Plan It is critical that Efficiency Nova Scotia commits to providing low-income-renter DSM programming in the 2012 DSM Plan, and begins working toward that goal. The...

AI summary The text emphasizes the need for Efficiency Nova Scotia to commit to low-income-renter DSM programming in the 2012 DSM Plan and take steps toward implementing it. The recommendations in the section are intended to support this initiative.

2. Establish a simple process to qualify and inform low-income-renters about DSM programming p. pp. 156-157
2. Establish a simple process to qualify and inform low-income-renters about DSM programming A number of methods were identified in Part I of the paper to identify low-income individuals. Determining eligibility requirements, identificatio...

AI summary The document discusses establishing a simple process to qualify and inform low-income renters about demand-side management (DSM) programming. It references existing programs like Warm Front and Enbridge Home Weatherization Retrofit Program, which use eligibility criteria based on government benefits or pension schemes.

3. Ensure that the cost recovery rider charges paid by low-income-renters and their landlords are invested in low-income-renter DSM programming p. p. 157
3. Ensure that the cost recovery rider charges paid by low-income-renters and their landlords are invested in low-income-renter DSM programming Initial approaches to qualification can also be used to estimate the Low-income-renter DSM Prog...

AI summary The text discusses ensuring that cost recovery rider charges from low-income renters and their landlords are invested in low-income-renter DSM programming. It outlines initial approaches to estimate the funding stream and refine the budget as the program develops.

5. Modify the Pull the Plug II Program to cover full replacement cost p. pp. 157-159
5. Modify the Pull the Plug II Program to cover full replacement cost The Pull the Plug II Program is nominally available to low-income-renters who own appliances. This program offers a cash rebate that can be applied to the cost of a new,...

AI summary The text proposes modifying the Pull the Plug II Program to cover full replacement costs for low-income renters, suggesting either free replacement or deferred payment arrangements. It also recommends bulk purchasing coordination with other jurisdictions and soliciting charitable contributions to reduce costs and improve access for low-income renters. Additionally, it suggests modifying the LED Holiday Lighting Exchange Program to provide a direct exchange for low-income renters.

10. Implement an Energy Leader Program to celebrate low-income-renter DSM success p. p. 159
10. Implement an Energy Leader Program to celebrate low-income-renter DSM success An Energy Leader Program could be designed to celebrate success stories in DSM implementation. This kind of a program brings recognition to the value of DSM...

AI summary An Energy Leader Program is proposed to celebrate successes in demand-side management (DSM) among low-income renters. The program aims to recognize and promote effective DSM implementation through real-life examples, fostering community culture change and encouraging proactive leadership.

Intermediate Term Low-income-renter DSM Program Strategies p. p. 159
Intermediate Term Low-income-renter DSM Program Strategies Many of the opportunities identified in our research must be implemented over a longer timeframe, yet are still within the powers of Efficiency Nova Scotia for inclusion in the DSM...

AI summary The document discusses strategies for implementing intermediate-term low-income-renter DSM programs, emphasizing the need for efficient use of resources, low administration costs, and leveraging existing relationships and infrastructure. These strategies are within the authority of Efficiency Nova Scotia for inclusion in the DSM Plan.

1. Identify low-income-renters and manage cost recovery rider contributions to support low-income-renter DSM programming p. pp. 159-160
1. Identify low-income-renters and manage cost recovery rider contributions to support low-income-renter DSM programming The work required to identify low-income-renters, and ensure that the DSM Program funding contributions of low-income-...

AI summary The text discusses the need to identify low-income renters and manage cost recovery rider contributions to support low-income-renter DSM programming. It suggests continuing from the 2012 DSM Plan and proposes exemptions or rebates for low-income Nova Scotians, similar to California's approach.

2. Provide no cost DSM programming to low-income-renters and attractive grants or financing terms to landlord property owners p. p. 160
2. Provide no cost DSM programming to low-income-renters and attractive grants or financing terms to landlord property owners Low-income-renters are not in a position to invest in energy efficient technology. Energy poverty can only be rel...

AI summary The text advocates for no-cost demand-side management (DSM) programming for low-income renters and attractive grants or financing terms for landlord property owners. It highlights examples from New York, Manitoba, and New Brunswick that use financing mechanisms to support energy efficiency improvements in rental properties.

4. Develop a rental housing efficiency labeling system p. pp. 160-161
4. Develop a rental housing efficiency labeling system Rental housing efficiency labeling is an effective way to address the information asymmetry aspect of the principal-agent problem, by ensuring prospective tenants have the efficiency i...

AI summary Rental housing efficiency labeling is proposed as a solution to information asymmetry in rental agreements, helping tenants make informed decisions about energy costs. Mandatory labeling, while requiring legislative or regulatory action, could be piloted before full implementation. EnerGuide is cited as an example of an existing labeling system used in other provinces and Nova Scotia's DSM Plan.

5. Continue to develop capacity to provide efficient assessment and program design services to minimize transaction costs p. p. 161
5. Continue to develop capacity to provide efficient assessment and program design services to minimize transaction costs Competent service providers, using systematic assessment methods, play a critical role in controlling transaction cos...

AI summary The text emphasizes the importance of competent service providers using systematic assessment methods, such as EnerGuide ratings, to control transaction costs of efficiency upgrades. It highlights the integration of EnerGuide ratings with existing programs and the need to build capacity for tailored programming in low-income housing contexts.

6. Continue to develop opportunities for education and promotion of DSM programming p. p. 161
6. Continue to develop opportunities for education and promotion of DSM programming The education and promotion activities of program outreach providers should continue to develop throughout DSM Program implementation. Using government, co...

AI summary The document emphasizes the importance of continuing education and promotion activities for Demand Side Management (DSM) programming through government, consumer, and community networks during the implementation of DSM programs.

7. Use innovative energy efficiency technology p. pp. 161-162
7. Use innovative energy efficiency technology Innovative technology shows promise for intermediate-term implementation. For example, the smart-grid technology of the Peaksaver Program offers interesting possibilities for DSM programming.

AI summary The document suggests that innovative energy efficiency technology, such as the smart-grid technology in the Peaksaver Program, holds promise for intermediate-term implementation in DSM programming.

8. Incorporate training requirements into low-income-renter DSM programming p. p. 162
8. Incorporate training requirements into low-income-renter DSM programming Low-income-renter DSM programming must plan for delivery of training to service providers, investors and users of technology. Service providers must understand exi...

AI summary Low-income-renter DSM programming should include training for service providers, investors, and users to ensure effective implementation of conservation measures. Trained individuals can assist energy consumers in becoming independent and proficient in using energy-saving technologies.

9. Use a community-based model to deploy low-income-renter DSM programming p. pp. 162-163
9. Use a community-based model to deploy low-income-renter DSM programming Strong relationships that already exist within a community can provide important support for low-income-renter DSM programming. Community-based DSM program models h...

AI summary The document advocates for a community-based model to deploy low-income-renter DSM programming in Nova Scotia, citing successful examples such as Warm Up Winnipeg and outreach through church communities. It emphasizes the need for flexible program design that can accommodate varying community needs, ranging from small-scale initiatives like BC Hydro's Energy Savings Kit to larger projects like Ontario's Social Housing Renovation and Retrofit Program.

Long Term Low-Income-Renter DSM Policy Strategies p. p. 164
Long Term Low-Income-Renter DSM Policy Strategies Low-income-renter DSM must be supported outside of the Efficiency Nova Scotia framework. Although the DSM Plan is an important policy vehicle, successful implementation of lowincome-renter...

AI summary The document outlines the need for comprehensive policy strategies to support low-income-renter demand-side management (DSM) outside the Efficiency Nova Scotia framework. It emphasizes the importance of intergovernmental cooperation, integrated policy development, and synergies between low-income-renter DSM and broader DSM initiatives.

4. Consider the use of other policy tools to enhance the low-income-renter DSM policy package p. pp. 164-166
4. Consider the use of other policy tools to enhance the low-income-renter DSM policy package The current DSM Plan takes a cooperative approach to DSM policy, using mainly economic incentive and voluntary educational and program policy too...

AI summary The document recommends expanding the low-income-renter DSM policy package by using a broader range of policy tools, analyzing deferred cost models like PAYS, developing long-term funding strategies, implementing building energy codes and efficiency labeling systems, and amending the Residential Tenancies Act to protect low-income renters.

10. Use the Employment and Income Assistance Act as a vehicle to support and implement low-income-renter DSM policy p. p. 166
10. Use the Employment and Income Assistance Act as a vehicle to support and implement low-income-renter DSM policy The Employment and Income Assistance Act should be used as a vehicle to support and implement low-income-renter DSM policy....

AI summary The Employment and Income Assistance Act is proposed as a vehicle to support low-income-renter DSM policy. Income Assistance recipients could be required to participate in DSM programming, with personalized delivery and support from caseworkers to facilitate access, especially for those with ability issues.

Short and Long Term Energy Poverty Reduction Strategies p. p. 166
Short and Long Term Energy Poverty Reduction Strategies Low-income-renter DSM programming and policy is an important part of addressing energy poverty in Nova Scotia, but it is not the whole solution. Low-income individuals may still exper...

AI summary The document discusses the importance of low-income-renter DSM programming and policy in addressing energy poverty in Nova Scotia, but emphasizes that it is not sufficient on its own. The Universal Service Program (USP) is proposed as a comprehensive solution, offering rate affordability, arrearage management, crisis intervention, and consumer protections.

Conclusion p. p. 166
Conclusion Energy Poverty is a reality in Nova Scotia, but it can be understood and addressed. Low-incomerenter DSM programming and policy is an important part of the solution, but there are a complex set of barriers that must be overcome...

AI summary The conclusion highlights the importance of addressing energy poverty in Nova Scotia through targeted low-income-renter DSM programming. It emphasizes the need for resource commitment, research, inter-organizational cooperation, and community support to overcome barriers and achieve positive outcomes in energy conservation and living conditions.

British Columbia: Energy Conservation Assistance Program p. pp. 168-205
British Columbia: Energy Conservation Assistance Program Program Name Energy Conservation Assistance Program BC Hydro Power Smart offers bulk delivery of the Energy Conservation Assistance Program for housing organizations with multiple un...

AI summary The Energy Conservation Assistance Program in British Columbia is offered through BC Hydro Power Smart for housing organizations with multiple units. Eligibility is based on average electric consumption and low-income criteria, and involves coordination with Program Delivery Agents to notify tenants and organize appointments.

Research Reports p. p. 205
Victoria Environmental Law Centre, 2010) Michael Janigan, Letting Everyone Help: Removing Barriers to Consumer Participation in Energy Conservation (Ottawa: Public Interest Advocacy Centre, 2006). Morgan Delaney and [Boris Safner, Split-In...

AI summary The text lists various research reports and publications related to energy conservation, affordability, and policy, including works by Michael Janigan, Dr. Patty Williams, and others, focusing on topics such as consumer participation, split-incentives, and energy efficiency in residential and multi-family housing.

Papers p. p. 205
Papers Andrew J. Hoffman and Rebecca Henn, Overcoming the Social and Psychological Barriers to Green Building , 21 Org[anization Environment 4 (2008).](http://dspace.mit.edu/bitstream/handle/1721.1/44348/276307447.pdf?sequence=1) Beth Will...

AI summary The document includes a collection of academic papers and reports focusing on barriers to energy efficiency in residential and rental housing, incentives for green building, and financial mechanisms to support energy-efficient investments. The papers discuss topics such as split incentives, landlord-tenant dynamics, and policy responses to financial barriers in the residential sector.

Telephone conversation with Colleen, OPA, November 8, 2010. p. p. 205
Telephone conversation with Colleen, OPA, November 8, 2010. 1 Request IR-14: 10 the same overall process of an initial home audit, efficiency upgrades to the home, followed by a 11 second audit. With the Low-Income program, all costs are c...

AI summary This text discusses the differences between the Low-Income program and the Existing Houses program, including how costs are managed and who arranges upgrades. It also mentions the expansion of low-income programs in 2011 and 2012, and the emphasis on combining programs to simplify delivery for participants.

- income clients. p. p. 205
- income clients. 1 Request IR-18: 2 3 With respect to Appendix A, page 6, line 20 4 a) Please comment on the appropriateness of including "small commercial, industrial 5 and institutional customers" in a Residential program. 6 7 b) Please...

AI summary The document contains requests and responses related to energy efficiency programs, including the inclusion of commercial and institutional customers in a residential program, tracking expenditures and savings by rate class, and the unique opportunity for low-income customers in the Efficient Products program. It also discusses the Home Energy Report as a stand-alone program and the evaluation of its energy savings.

1 Fixed Effects Regression Analysis Provides a Difference-in-Difference Estimator of 2 Program Savings p. pp. 205-229
1 Fixed Effects Regression Analysis Provides a Difference-in-Difference Estimator of 2 Program Savings 3 4 The experimental design of the HER program allows an examination of the effect of the program on participation in other DSM programs...

AI summary The HER program's experimental design allows for a difference-in-difference analysis to estimate its effect on participation in other DSM programs. Random assignment enables comparison of enrollment rates between program and control groups, with a 25% increase in participation observed in one example.

NON-CONFIDENTIAL p. p. 229
NON-CONFIDENTIAL increase in average household savings is completely arbitrary. 2 1 This is an issue of what economists call "joint production". On the one hand, the additional 25 percent of households in program X would not have been enro...

AI summary The text discusses the economic concept of joint production in the context of energy efficiency programs, specifically the Home Energy Report (HER) program and other Demand Side Management (DSM) programs. It highlights the interdependence between programs and the need for careful allocation of savings. The analysis also references the SMUD program's evaluation and the estimated useful life of energy savings.

1 Request IR-23: p. p. 229
1 Request IR-23: 2 3 With respect to Appendix C, page 3, Paragraph 2, please elaborate on why it is 4 recommended that the TRC be applied at the plan level rather than the program level. 5 6 Response IR-23: 7 8 Philosophically, the Dunsky...

AI summary The response to Request IR-23 explains that applying the Total Resource Cost (TRC) at the plan level rather than the program level allows for greater flexibility in designing and managing energy efficiency initiatives. This approach enables the inclusion of programs that may not meet TRC criteria individually but offer broader benefits, such as long-term market transformation or addressing hard-to-reach customer groups.

Section 607 p. p. 229
- 2 benefit/cost ratio requirement to the plan level, as suggested in Dunsky's report, or by seeking it - 3 at the program level but allowing exceptions where warranted. While semantically different, - 4 these two options are very similar....

AI summary The text discusses the consideration of a benefit/cost ratio requirement for a plan level, as suggested in Dunsky's report, or alternatively at the program level with exceptions. ENSC's proposal is noted as being substantially aligned with these options.

- 5 line with Dunsky's recommendation. p. p. 229
- 5 line with Dunsky's recommendation. 1 Request IR-24: 2 3 With respect to Figure 1 on page 4 of Appendix C 4 a) Please provide the derivation of the "current goals" line. 5 6 b) Please explain "eligible demand". 7 8 c) How does eligible...

AI summary The text includes a request and response related to the derivation of 'current goals' and the definition of 'eligible demand' in the context of the 2009 Integrated Resource Planning (IRP) Update. The response indicates that eligible demand excludes extra-large industrial consumption due to non-participation in DSM programs at the time of the report.

Section 609 p. pp. 229-237
c) For comparison purposes, were the ELI rate class to contribute to program savings (i.e. ELI customers partake in DSM programs and generate savings as a result of these programs), then the appropriate denominator would include all system...

AI summary The text discusses the contribution of the ELI rate class to program savings and how including ELI demand in the denominator affects the calculation. It presents a curve from Figure 1, both excluding and including ELI demand in the denominator for comparison purposes.

p. p. 237
1 Request IR-25: 2 3 With respect to Appendix C, page 14, paragraph 5 and the Energy Star example provided, 4 5 a) Is it possible to estimate the degree to which the brand may be promoted by the 6 appliance that does not of itself appear t...

AI summary The document contains regulatory requests and responses related to the Total Resource Cost (TRC) test and other screening methods in demand-side management (DSM) programs. The requests explore the use of TRC in assessing energy savings, its promotion through appliance branding, and its adoption in various jurisdictions. The responses indicate that TRC is widely used and that other tests are also included in the California Standard Practice Manual.

Section 611 p. p. 237
c) Regulators throughout North America have commonly evolved their application of tests based on the scope of savings that were deemed beneficial at the time. For example, many regions new to DSM have had a tendency to begin by applying th...

AI summary This text discusses the evolution of cost-effectiveness tests used in demand-side management (DSM) across North America, highlighting the shift from the Rate Incremental Method (RIM) to the Total Resource Cost (TRC) and variations thereof. It references a 2008 study showing the use of TRC and other tests by different DSM administrators, including utility and non-utility organizations.

1 e) The following presents the methods used in four Canadian jurisdictions: p. p. 237
1 e) The following presents the methods used in four Canadian jurisdictions: 2 3 4 5 6 7  British Columbia: BC Hydro applies a "modified TRC" as its primary guideline at the program level; in a number of cases it includes non-energy benef...

AI summary The text discusses the use and modification of the Total Resource Cost (TRC) method in four Canadian jurisdictions, highlighting variations in its application and reconsideration of its value. It also references a paper examining concerns with current benefit-cost analysis practices.

ABSTRACT p. p. 237
ABSTRACT For the past two decades, the Total Resource Cost Test (TRC) has been regulators' principal test for assessing energy efficiency program cost-effectiveness and approving utility funding. However, the TRC as commonly applied today...

AI summary The Total Resource Cost Test (TRC) has been the primary method for assessing energy efficiency program cost-effectiveness, but it has significant limitations, including the exclusion of non-energy benefits and inconsistent treatment of supply alternatives. The document argues that the TRC is impractical to improve and suggests emphasizing the program administrator cost test instead.

Introduction p. p. 237
Introduction Utility regulators and other policy-makers typically require that initiatives to promote energy efficiency and other demand-side investments are shown to be "cost-effective" before they are approved. In 1983, the California Pu...

AI summary This introduction discusses the evolution of cost-effectiveness screening for energy efficiency programs, referencing the California Standard Practice Manual (CSPM) and its five tests. It highlights the need to re-examine current methods, particularly the Total Resource Cost (TRC) test, due to changes in efficiency programs and growing climate concerns.

Program Administrator Cost Test p. p. 237
Program Administrator Cost Test The Program Administrator Cost Test (previously known as the Utility Cost Test) measures cost-effectiveness from a utility perspective. It compares the value of the utility's avoided costs with the cost to t...

AI summary The Program Administrator Cost Test evaluates the cost-effectiveness of efficiency programs from a utility perspective, comparing avoided costs with the cost of acquiring efficiency resources. It differs from other tests by excluding energy benefits for fuels not provided by the utility, other resource benefits like water savings, and customer contributions to efficiency investments.

Concerns about the TRC and Societal Tests as Currently Applied p. p. 237
Concerns about the TRC and Societal Tests as Currently Applied We have two fundamental concerns about the TRC and Societal Tests as they are currently applied: - 1. Most non-energy benefits are not factored into the tests. - 2. Supply inve...

AI summary The text raises two concerns regarding the application of the Total Resource Cost (TRC) and Societal Tests. First, non-energy benefits are not considered in the tests. Second, supply investments are not subject to the TRC, creating an uneven hurdle for demand-side investments compared to supply-side alternatives.

Inconsistency in Treatment of Demand and Supply Options p. p. 237
Inconsistency in Treatment of Demand and Supply Options As noted above, supply investments are not subjected to TRC or Societal costeffectiveness screening. For example, when a regulator approves a utility purchased power contract from a c...

AI summary The text discusses the inconsistency in how demand and supply options are treated in regulatory decisions. Supply investments are not subjected to TRC or societal cost-effectiveness screening, unlike energy efficiency programs. This creates an uneven regulatory standard where only the cost to the utility system is considered, not the broader societal or investment costs.

Why TRC Failings Matter p. p. 237
begin using our personal values rather than market values to determine what is cost-effective. The result will be efficiency programs with at least somewhat lower levels of participation and savings. Now consider Home Performance with ENER...

AI summary The text discusses the limitations of using the Total Resource Cost (TRC) test for evaluating energy efficiency programs, particularly Home Performance with ENERGY STAR. It argues that the TRC test fails to justify such programs due to the high costs involved, even though they provide significant energy savings. This is problematic in the current era, where pursuing all cost-effective efficiency is a key policy imperative.

Possible Solutions p. p. 237
Possible Solutions Conceptually, we see three potential solutions to this problem: - 1. Adjust the TRC so that only the "energy portion" of measure costs are included in the test; - 2. Fix the TRC and Societal Tests by quantifying even in...

AI summary The text outlines three potential solutions to a problem: adjusting the TRC to include only energy costs, fixing TRC and Societal Tests to include non-energy benefits, or changing the test to use PACT. Each option has its supporters and drawbacks.

Using Only the "Energy Portion" of Measure Costs in the TRC p. p. 237
ing) and 20 years for the gas savings. The high end of the range assumes significant cooling savings (with 15 year life) as well. 11 http://psb.vermont.gov/docketsandprojects/eeu/screening $1500 per home and the average energy benefits wer...

AI summary The text discusses the use of the 'Energy Portion' of Measure Costs in the Total Resource Cost (TRC) analysis for a program. It highlights that if only half of the participant cost is attributed to energy savings, the program becomes cost-effective, as the adjusted measure cost plus administration costs would be less than the energy benefits.

References p. p. 237
References - Amann, Jennifer. 2006. " Valuation of Non-Energy Benefits to Determine Cost-Effectiveness of Whole-House Retrofit Programs: A Literature Review ", ACEEE Report Number A061. - [CPUC/CEC] California Public Utilities Commission a...

AI summary The references section lists various academic and industry publications related to the evaluation of demand-side management (DSM) programs, cost-effectiveness analysis, and energy efficiency initiatives. These sources include studies on non-energy benefits, economic analysis, and program evaluation techniques.

17 ENSC does not have information on mercury emissions caps in the noted 18 jurisdictions. p. p. 237
17 ENSC does not have information on mercury emissions caps in the noted 18 jurisdictions. 1 Request IR-29: 2 3 With respect to the first sentence of Issue C on page 23 of Appendix C, please provide the 4 source of the $0.27 - $0.28 per Kw...

AI summary The document discusses responses to requests regarding cost calculations and program selection criteria. It explains the derivation of cost ranges, the methodology for program cost estimation, and the factors considered in selecting schools for a pilot program.

E-8ENSC (NPB) IR-1 to IR-11 3/29/2011 4 passages
a) The electrical load forecast used for the 2009 IRP update is provided below.
a) The electrical load forecast used for the 2009 IRP update is provided below. Cumulative 2025 13,748 3834.5 9,913 2026 13,814 4055.4 9,759 2027 13,879 4272.8 9,607 2028 13,944 4487.1 9,457 2029 14,008 4698.3 9,310 2030 14,072 4906.9 9,16...

AI summary The text provides an electrical load forecast used for the 2009 IRP update and includes a request for ENSC to estimate potential energy savings from converting street lights to LED. It also requests information on DSM screening tests and technical tables related to the 2011 Plan.

Program Results by Measure
Program Results by Measure Prescriptive 9 Custom 10 Small Business Direct Install 11

AI summary The document lists specific energy efficiency programs (Prescriptive 9, Custom 10, Small Business Direct Install 11) as examples of measures being evaluated in the regulatory proceeding, focusing on their implementation and outcomes.

Table 9: Commercial Prescriptive Retrofit (includes ROB and RET decisions) Program Results by Measure
Table 9: Commercial Prescriptive Retrofit (includes ROB and RET decisions) Program Results by Measure ( cludes ROB and RET decisions) Program Results by Measure For Plan Year 2012 Demand Energy One-Time Value of Total $/first Lifetime Meas...

AI summary Table 9 presents program results for the Commercial Prescriptive Retrofit program in 2012, including demand and energy savings, one-time incremental costs, value of avoided costs, and various financial metrics for different measures such as HID fixtures and CFLs.

1
1 Peak Annual Present Program Air Receiver / Tank for Screw Compressor 10 2,823 11,883 $96 $12,951 $1,515 6.9 $0.13 $0.018 Air-Entraining Air Nozzle 15 175 736 $14 $1,044 $94 9.5 $0.13 $0.014 Air Compressor Cycling Air Dryer 10 850 2,682 $...

AI summary The document contains a table outlining various equipment costs and a request for clarification on performance-based mechanisms for a non-profit entity. It also includes a response confirming the consideration of subsidy-free financing options. The discussion relates to regulatory processes and energy efficiency programs.

E-9ENSC (Synapse) IR-1 to IR-13 3/29/2011 10 passages
- 2 3. Includes participation by low-income households p. p. 21
- 2 3. Includes participation by low-income households 1 Request IR-2: 2 3 With respect to page 14, Figure 5.1, 4 5 a) Please provide the cent/kWh charge that will be applied to ratepayers to collect the 6 2012 total DSM budget of $43.7 mi...

AI summary The text requests information on the cent/kWh charge applied to ratepayers for collecting the DSM budget in 2010, 2011, and 2012, with a focus on low-income households. It also mentions that the 2012 charge will be determined through the UARB-approved cost allocation process.

Section 4 p. p. 21
1 b) The following figure provides the 2011 Demand Side Management Cost Recovery Rider 2 for each rate class. "NA" indicates no charge.

AI summary The text refers to a 2011 Demand Side Management Cost Recovery Rider 2, indicating that the figure provides the rider for each rate class, with 'NA' denoting no charge.

3 p. p. 21
3 2011 Demand Side Management Cost Customer Class Recovery Rider (cents per kWh) Domestic Service 0.466 Domestic Service Time-of-Day 0.466 Small General 0.721 General 0.484 Large General 0.501 Small Industrial 0.214 Medium Industrial 0.328...

AI summary The document presents a table showing the 2011 Demand Side Management Cost recovery rider rates in cents per kWh for various customer classes in Nova Scotia. The rates vary across different service categories, with some classes having no applicable rate (NA).

1 c) The following figure provides the 2010 Demand Side Management Cost Recovery Rider 2 for each rate class. "NA" indicates no charge. p. p. 21
1 c) The following figure provides the 2010 Demand Side Management Cost Recovery Rider 2 for each rate class. "NA" indicates no charge. 2010 Demand Side Management Cost Customer Class Recovery Rider (cents per kWh) Domestic Service 0.193 D...

AI summary The text provides the 2010 Demand Side Management Cost Recovery Rider 2 rates for various customer classes. It also includes a request and response regarding analyses of the 2012 DSM programs' rate and bill impacts, noting that no specific analyses were conducted beyond preliminary information in ENSC's Evidence.

NON-CONFIDENTIAL p. p. 21
NON-CONFIDENTIAL - DSM contributes to meeting hard caps on GHG emissions through electricity load reduction, as - identified in the IRP. Its effect depends on the type of generation that it displaces and is, - therefore, a function of the...

AI summary The document discusses how Demand Side Management (DSM) contributes to reducing greenhouse gas (GHG) emissions by displacing fossil fuel generation, with its effectiveness depending on the generation mix. An illustrative example estimates that 214 GWh savings from the 2012 DSM Plan would reduce emissions by 200,000 tonnes, assuming 2009 emission rates.

1 Request IR-6: p. p. 21
1 Request IR-6: 2 - 3 With respect to Appendix A, the 2012 DSM Plan, please provide customer participation - 4 rates for each of the residential and commercial & industrial programs. Please present in - 5 terms of (a) number of customers p...

AI summary Request IR-6 asks for customer participation rates in the 2012 DSM Plan, specifically for residential and commercial & industrial programs, including the number of participants and percentage of eligible customers. The response indicates that data is estimated and presented in a figure.

1 Request IR-7: p. p. 21
1 Request IR-7: 2 - 3 Please provide customer participation rates for each of the residential and commercial & - 4 industrial DSM programs, separately for each of the years 2008, 2009, 2010 and 2011. - 5 Please present in terms of (a) numb...

AI summary Request IR-7 seeks participation rates for residential and commercial/industrial DSM programs (2008–2011), specifying customer counts and percentages of eligible participants. The response notes verified data for 2008–2009, evaluated data for 2010, and estimated figures for 2011.

Section 20 p. p. 21
With respect to Appendix C, page 20, Figure 2, please provide all of the numbers underlying the chart, including eligible demand (GWh), program savings (GWh), and non- program savings (GWh), for each year. Response IR-9: All data points ar...

AI summary The request is for the underlying data of a chart in Appendix C, page 20, Figure 2, specifically for eligible demand, program savings, and non-program savings in GWh per year. The response indicates that data points are provided in a table and that the distribution of savings is illustrative, based on the most recent non-ELI market share of 81.2 percent.

Date Filed: March 29, 2011 ENSC Synapse IR-13 Page 1 of 5 p. p. 21
Date Filed: March 29, 2011 ENSC Synapse IR-13 Page 1 of 5 1 • Different learning curve opportunity: A significant number of the data points 2 from the referenced studies cover the early-to-mid 1990s, when North America 3 was just beginning...

AI summary The document discusses the differences in learning curves and technological opportunities in demand-side management (DSM) programs between North America and ENSC. It highlights that ENSC has benefited from past experiences and that the success of CFLs in the early 2000s is unlikely to be repeated in Nova Scotia.

28 primarily for three reasons: p. p. 21
28 primarily for three reasons: 1 • the high current saturation rate of CFLs (approximately 10 per household which, 2 when considering the presence of specialty bulbs, makes continued growth more 3 difficult) 4 • CFL costs have largely sta...

AI summary The text discusses the reasons for the saturation of CFLs in households, the stabilization of their costs, and the impact of new federal standards on energy use. It also references the anticipated increase in unit costs for DSM plans, citing Dunsky's report and analysis on the relationship between unit costs and the speed of savings ramp-up.

E-10Evidence of George Foote on behalf of CA 4/8/2011 10 passages
Before the
Before the Nova Scotia Utilities and Review Board In the Matter of an Application by Efficiency Nova Scotia Corporation for Approval of its Electricity Demand Side Management Plan for 2012 EVIDENCE OF GEORGE FOOTE ON BEHALF OF THE CONSUMER...

AI summary The Consumer Advocate, represented by George Foote, submitted evidence in April 2011 regarding Efficiency Nova Scotia Corporation's application for approval of its 2012 Electricity Demand Side Management Plan before the Nova Scotia Utilities and Review Board.

Q. Have you testified before this Board?
Q. Have you testified before this Board? - A. No. I have not. - Q. Have you testified before other utility regulatory Boards? - A. Yes. I testified on behalf of the Nova Scotia Department of Energy at the joint National - Energy Board/Cana...

AI summary The witness confirms no prior testimony before this Board but has testified before other regulatory bodies regarding the Deep Panuke Natural Gas Project. Their testimony covers DSM budgets, Enabling Strategies, low-income participation, free ridership, Total Resource Test, and data quality improvements.

2012 DSM PLAN TARGETS AND SPENDING
2012 DSM PLAN TARGETS AND SPENDING - Q. Please summarize your conclusions and recommendations with regard to the proposed - budget, energy savings targets and programs for DSM for the year 2012. - A. While somewhat ambitious, the proposed...

AI summary The 2012 DSM Plan's $43.7M budget is deemed ambitious but aligned with historical ratepayer benefits. Concerns include rising cost-per-MW savings ($352 vs. $264 in 2011) and the need for ENSC to justify increased targets due to capacity/emission constraints. The 2009 Integrated Resource Plan's targets are suggested as a guide, while challenges in integrating multi-fuel DSM programs are highlighted.

Q. Does the reporting of savings from outside 2012 DSM Programs raise any concerns?
Q. Does the reporting of savings from outside 2012 DSM Programs raise any concerns? - Previous DSM plans relied exclusively on customer-funded, incentive-based DSM programs to - meet IRP targets. In 2012, ENSC is recording incremental ener...

AI summary The reporting of savings from outside 2012 DSM programs is discussed, referencing the 2009 IRP Update Report which allows inclusion of non-program savings. Concerns include lack of criteria for verifying such savings, potential erosion from industrial efficiency projects, and ensuring ENSC's spending is justified. Savings from non-program sources may reduce new generation needs and aid environmental targets.

Q. At which sectors will activities under Enabling Strategies be targeted?
Q. At which sectors will activities under Enabling Strategies be targeted? - A. As described in ENSC evidence and ENSC's responses to Information requests, it is apparent - the Enabling Strategies are really multi- sector strategies. For e...

AI summary Enabling Strategies are multi-sector initiatives aimed at educating customers and promoting energy conservation through DSM programs. The strategies target all customers and programs, emphasizing broad participation and information dissemination.

Q. What is the basis for the preliminary allocation?
Q. What is the basis for the preliminary allocation? - A. In the 2012 Plan, Appendix B, the Corporation set forth a preliminary cost allocation. TABLE - 2: Preliminary Allocation of 75% of DSM Program Costs associated with benefits realize...

AI summary The preliminary allocation of 75% of DSM program costs is based on Appendix B of the 2012 Plan, which assigns $4.512 million (75% of a $5.004 million budget) to residential ratepayers. This allocation is detailed in a referenced table.

Q. Is the Company's allocation of the remaining multi-sector costs consistent with the
Q. Is the Company's allocation of the remaining multi-sector costs consistent with the - allocation of the other remaining program costs? - A. No. The remaining other program costs are allocated by the relative expenditures on programs - p...

AI summary The answer states the Company's allocation of multi-sector costs is inconsistent with other program costs, recommending revisions to Enabling Strategies' allocation based on ENSC's proposed efforts and tracking by rate class. It suggests using the 2012 DSM Plan's energy savings distribution as a surrogate for cost apportionment across rate classes.

PARTICIPATION BY LOW INCOME HOUSEHOLDS
PARTICIPATION BY LOW INCOME HOUSEHOLDS - Q. Please summarize your conclusions and recommendations with regard to the manner in - which Efficiency Nova Scotia proposes to address participation by low income households. - A. During review of...

AI summary Efficiency Nova Scotia (ENSC) proposes integrating low-income household (LIH) programs into the Existing Houses Program, expanding eligible measures like advanced drain water heat recovery and fuel substitution. The 2012 plan aims to improve eligibility for low-income renters and increase energy savings, though integration may reduce transparency. Concerns were raised about prior program performance and eligibility gaps.

Q. Do you have any concerns about the integration of programs for low income households
Q. Do you have any concerns about the integration of programs for low income households - being integrated with other residential programs? - A. The integration of the LIH Program into the Existing Houses Program may result in some - progr...

AI summary Integration of the Low-Income Household (LIH) Program with other residential programs may create efficiencies but risks losing transparency. ENSC projects 40% of 2012 Existing Houses Program funds will target low-income households, yet no specific benchmarks exist for programs like Efficient Products. The recommendation emphasizes tracking savings and setting targets for low-income participation in DSM evaluations.

USE OF TOTAL RESOURCE COST TEST BY PROGRAM
USE OF TOTAL RESOURCE COST TEST BY PROGRAM - Q. Please summarize your conclusions and recommendations with regard to the manner in - which Efficiency Nova Scotia proposes to use the Total Resource Test on a program basis. - A. ENSC has pro...

AI summary ENSC proposes using the Total Resource Cost (TRC) test on a program rather than measure basis, arguing it better captures non-cost benefits like reliability. While ENSC's case is reasonable and supported by precedents, concerns remain about measures with TRCs near or below 1.0, particularly in capital-intensive programs. Stakeholders recommend explicit criteria for including such measures in programs or pilots.

E-11Evidence of Glenn Reed of Energy Futures Group on behalf of EAC 4/8/2011 5 passages
NOVA SCOTIA UTILITY AND REVIEW BOARD p. p. 8
NOVA SCOTIA UTILITY AND REVIEW BOARD IN THE MATTER OF: THE PUBLIC UTILITIES ACT -and- IN THE MATTER OF: AN APPLICATION by Efficiency Nova Scotia Corporation ("ENSC") for approval of 2012 Electricity Demand Side Management ("DSM") Plan for...

AI summary This document pertains to an application by Efficiency Nova Scotia for approval of its 2012 Electricity Demand Side Management Plan under the Public Utilities Act. Key actors include Brennan Vogel and Glenn Reed, who are contacted for further information.

Preamble p. p. 8
- The Plan builds well on Nova Scotia Power's past efforts to include DSM as part of Nova - Scotia's energy resource mix. The savings goals, based on the 2009 Integrated Resource - Plan Update targets, appear to be fairly ambitious in term...

AI summary The Plan builds on Nova Scotia Power's past efforts to include Demand Side Management (DSM) in the energy resource mix. The savings goals are ambitious, but the Plan faces uncertainty in meeting residential sector goals and has significant unrealized efficiency potential. The Plan includes fuel substitution measures that are capital-intensive and may be a potential weakness.

PROFESSIONAL SUMMARY p. p. 8
PROFESSIONAL SUMMARY Glenn Reed has more than 25 years of expertise in demand-side management (DSM) program planning and evaluation; energy-efficiency policy development and implementation; building codes and appliance standards developmen...

AI summary Glenn Reed has over 25 years of experience in demand-side management (DSM) program planning, energy-efficiency policy, building codes, and appliance standards. He has worked with Massachusetts, Connecticut, Rhode Island, and other states, providing technical assistance and overseeing program design. He also developed training modules and held roles at various energy organizations.

SELECTED PROJECTS p. pp. 8-12
SELECTED PROJECTS - Massachusetts Energy Efficiency Advisory Council. Provides on-going technical and programmatic advice to, and oversight of, the Massachusetts gas and electric program administrators' residential efficient products (ligh...

AI summary The Massachusetts Energy Efficiency Advisory Council (EEAC) and Connecticut Energy Efficiency Board (EEB) oversee residential energy efficiency programs, providing technical advice, program design oversight, and collaboration with utilities and regulators. EEAC also supports development of Massachusetts' Technical Resource Manual, while EEB works on annual Conservation and Load Management Plans.

PUBLICATIONS p. p. 12
PUBLICATIONS - Do CFLs Still Pass the Test. Chris Granda and Glenn Reed. Home Energy. May/June 2010. - Comparative Performance of Electrical Energy Efficiency Portfolios in Seven Northeast States . Stuart Slote, Glenn Reed, and John Plunke...

AI summary A list of academic publications and studies on energy efficiency, demand-side management (DSM), and related topics by authors such as Glenn Reed, Chris Granda, and Stuart Slote. The works span 1991–2010, focusing on DSM program evaluation, market transformation, lighting quality, and new construction practices.

E-12Evidence of Mel Whalen, Multeese Consulting, Board Consultant 4/8/2011 16 passages
IN THE MATTER OF THE PUBLIC UTILITIES ACT, R.S.N.S 1989, c380, AS AMENDED
IN THE MATTER OF THE PUBLIC UTILITIES ACT, R.S.N.S 1989, c380, AS AMENDED And IN THE MATTER OF AN APPLICATION BY EFFICIENCY NOVA SCOTIA CORPORATION FOR APPROVAL OF ITS ELECTRICITY DEMAND SIDE MANAGEMENT PLAN FOR 2012

AI summary This document pertains to a regulatory proceeding under the Public Utilities Act, concerning Efficiency Nova Scotia Corporation's application for approval of its 2012 Electricity Demand Side Management Plan.

DIRECT EVIDENCE OF MEL WHALEN, P.ENG.
DIRECT EVIDENCE OF MEL WHALEN, P.ENG. 1 MR. WHALEN, WOULD YOU PLEASE INTRODUCE YOURSELF? 2 3 My name is Melvin E. Whalen. I am President of Multeese Consulting Incorporated. I am 4 a Professional Engineer, registered in the Province of Nov...

AI summary Mel Whalen, a Professional Engineer and President of Multeese Consulting, has extensive experience in planning, load forecasting, integrated resource planning, and rate design. He was engaged by Board counsel to review Efficiency Nova Scotia Corporation's 2012 DSM proposal. Tim Woolf from Synapse Energy Economics Inc. is also participating in the review.

5 WHAT ARE YOU CONCLUSIONS?
5 WHAT ARE YOU CONCLUSIONS? - 7 My conclusions are as follows: - 8 a) With the exception of one new program and the addition of new enabling 9 strategies, the DSM programs proposed for 2012 are expanded continuations of 10 programs previou...

AI summary The 2012 DSM programs are largely continuations of prior approved programs but require adjustments due to lower projected savings. Key approvals include program structure changes, stakeholder engagement, and alignment with IRP. Evaluations of past programs have been implemented to improve effectiveness.

1 h) ENSC has taken steps to ensure that costs of electric DSM programs are
1 h) ENSC has taken steps to ensure that costs of electric DSM programs are 2 segregated from the costs of non-electric DSM programs and that common costs 3 are appropriately shared. A methodology will be submitted to the Board for 4 appro...

AI summary ENSC has segregated costs of electric DSM programs from non-electric ones and plans to submit a methodology for approval. The 2012 DSM program package is similar to the 2011 approved programs, with minor changes including the integration of the Low Income Program, the addition of a Home Energy Report program, and reclassification of some programs as 'Enabling Strategies'.

Preamble
1 d) The names of some programs have changed slightly. 2 3 The DSM package proposed by the Corporation for 2012 contains the following 4 programs: 5 • Efficient Products 6 • Existing Houses 7 • New Houses 8 • Home Energy Report 9 • Prescri...

AI summary The DSM package proposed by the Corporation for 2012 includes several programs and changes aimed at improving effectiveness, such as new components for renters, financing options, and the inclusion of sector specialists. The Low Income program is integrated within other programs to improve marketing and delivery, while ENSC continues to track low-income participation.

6 DO YOU HAVE ANY CONCERNS WITH THE PROPOSED PACKAGE?
6 DO YOU HAVE ANY CONCERNS WITH THE PROPOSED PACKAGE? 7 8 Yes. The package, as proposed, is expected to deliver lower energy and demand savings 9 than those approved by the Board for 2011, as shown in the following Table 1.

AI summary The proposed package is expected to deliver lower energy and demand savings compared to those approved by the Board in 2011, as indicated in Table 1.

10
10 Table 1 – Comparison of DSM Program Results, 2008-09 to 20123 2008-09 2010 2011 2012 Expenditures ($M) 11.8 22.7 41.9 43.7 Energy Savings (Gwh) 85.8 82.5 158.5 124.1 Demand Savings (MW) 14.9 15.9 30.9 23.2 Kwh Saved Per $ Invested 7.27...

AI summary The table compares the results of the DSM Program from 2008-09 to 2012, showing increasing expenditures and energy savings over time, though the efficiency of kWh saved per dollar invested decreased.

27 ENERGY SAVINGS DROP IN 2012 RELATIVE TO 2011?
27 ENERGY SAVINGS DROP IN 2012 RELATIVE TO 2011? 28 4 ENSC (Multeese) IR-4(c). 5 173.2 Gwh - 80Gwh – 10 Gwh. 6 39.2MW – 12MW – 2.7MW. 7 Cumulative to 2011 from Table 1, plus ENSC plan excluding overachievements in 2008-09, since these are...

AI summary The document discusses a drop in energy savings in 2012 compared to 2011, referencing data from ENSC (Efficiency Nova Scotia Corporation) and various tables that compare energy savings, investments, and program performance across different plans.

- 6 saved per dollar invested.
- 6 saved per dollar invested. Table 2 – Comparison of Alternate DSM Plans Investment Levels ($M) ENSC Proposed Plan Matching Plan Providing Plan 2011 Energy 10% More Energy Savings Saving Than 2011 Enabling Strategies 5.0 5.0 5.0 Resident...

AI summary The text presents two tables comparing investment levels and energy savings under different Demand Side Management (DSM) plans proposed by ENSC. The tables show varying levels of investment and energy savings for enabling strategies, residential, and commercial and industrial (C & I) sectors under different plan scenarios.

Section 14
11 8 Prior to the inclusion of savings from large industrials, ENSC had prepared a similar preliminary plan, as provided in ENSC (EAC) IR-22. It included energy savings of approximately 175 Gwh at an investment of $56.1 million. 9 As prese...

AI summary The text references a preliminary energy efficiency plan prepared by ENSC, which included energy savings of approximately 175 GWh at an investment of $56.1 million. It also mentions the inclusion of savings from large industrial DSM and Codes in all plans, though these are not shown here.

Table 4 – Comparison of Alternate DSM Plans Demand Savings (MW)
Table 4 – Comparison of Alternate DSM Plans Demand Savings (MW) ENSC Proposed Plan Matching Plan Providing Plan 2011 Energy 10% More Energy Savings Saving Than 2011 Enabling Strategies N/A N/A N/A Residential 11.3 13.7 15.2 C & I 11.9 15.7...

AI summary The document presents two tables comparing alternate Demand Side Management (DSM) plans in terms of demand savings (MW) and kilowatt-hours saved per dollar. The ENSC Proposed Plan, Plan Matching 2011 Energy Savings, and Plan Providing 10% More Energy Saving Than 2011 are compared across residential and commercial/industrial sectors.

5 Three other points should be noted:
5 Three other points should be noted: 7 was done, however. It shows that in moving from the ENSC proposed plan to the 8 alternative plans, investment levels and savings are increased across all programs 9 except the New Houses program. 10...

AI summary The text highlights that investment levels and savings increased across all programs except the New Houses program when comparing the ENSC proposed plan to alternative plans. Average costs across three plans are within 6% of each other, with the lowest cost plan offering 10% more savings than the 2011 plan. All plans show TRC (Total Resource Cost) of ~2.0 and PAC (Program Assessment Criteria) of ~3.0.

15 WHAT ARE YOUR RECOMMENDATIONS FOR THE 2012 PACKAGE?
15 WHAT ARE YOUR RECOMMENDATIONS FOR THE 2012 PACKAGE? 1 I would recommend that ENSC adjust its plan to provide energy savings from its 2 programs that are at least equal to the 2011 plan. Such an approach sustains the 3 momentum of the 20...

AI summary The speaker recommends that ENSC adjust its 2012 energy savings plan to match or exceed the 2011 plan to maintain momentum and achieve 2013 targets. They note that savings from large industrials and codes are conservatively estimated at 80 Gwh, with plans for more formal M&V processes in 2011 to refine these estimates.

& lt;sup>12 The ELI and Code incremental contributions in 2013 could be 45Gwh and 25 Gwh respectively based on ENSC (Multeese) IR-8 and ENSC (Multeese) IR-6.
& lt;sup>12 The ELI and Code incremental contributions in 2013 could be 45Gwh and 25 Gwh respectively based on ENSC (Multeese) IR-8 and ENSC (Multeese) IR-6. 2 shown in that assessment, Code changes are expected to provide significant savi...

AI summary The text discusses ENSC's proposed changes to its assessment of DSM opportunities, including modifying the TRC test application and introducing the PAC. The TRC test evaluates DSM benefits relative to total costs, while the PAC focuses on costs to the DSM administrator. The discussion highlights the need for approval of these changes and acknowledges uncertainties in energy savings estimates.

13 NSUARB-NSPI-P-884(2), Paragraph 36.
13 NSUARB-NSPI-P-884(2), Paragraph 36. 1 • PAC = Present Worth of costs avoided by the DSM measure (or program) 2 divided by only ENSC's cost. 3 4 In each of these tests, the numerator is the avoided costs of the DSM. For 2012, ENSC 5 has...

AI summary The text discusses the evaluation of Demand Side Management (DSM) programs using various cost tests, including the Total Resource Cost (TRC) Test and the Program Administrator Cost (PAC) Test. It supports the application of the TRC at the program level starting in 2012, noting that no single test provides a complete answer and that judgment is required in their application.

17 Other examples are included in ENSC (NPB) IR-8. ENSC (Multeese) IR-12.
17 Other examples are included in ENSC (NPB) IR-8. ENSC (Multeese) IR-12. 1 issue, and anticipates submitting a proposal to the Board for review and approval later 2 this year. 3 4 WHAT ARE YOUR VIEWS ON THE FUTURE ROLE OF THE PROGRAM 5 DE...

AI summary The witness agrees with ENSC's position that the Program Development Working Group (PDWG) should continue for at least one more year to assist ENSC, and its ongoing role should be part of ENSC's broader stakeholder review process in 2011. The PDWG was formed under the 2008/09 DSM Settlement Agreement and was initially expected to exist only until the transition to a new administrator was complete.

E-13Evidence of Tim Woolf, Synapse Energy Economics Inc., Board Consultant 4/8/2011 22 passages
NOVA SCOTIA UTILITY AND REVIEW BOARD
NOVA SCOTIA UTILITY AND REVIEW BOARD In the Matter of Energy Efficiency Nova Scotia Corporation - Application for Approval of its Electricity Demand Side Management Plan for 2012 E-ENSC-R-10 / Matter No. MO3669

AI summary The Nova Scotia Utility and Review Board is considering Energy Efficiency Nova Scotia Corporation's application for approval of its 2012 Electricity Demand Side Management Plan, referenced as E-ENSC-R-10 and Matter No. MO3669.

Direct Testimony of Tim Woolf
Direct Testimony of Tim Woolf On Behalf of Nova Scotia Utility and Review Board Counsel On the Topic of Efficiency Nova Scotia Corporation's Electricity Demand Side Management Plan for 2012 April 8, 2011

AI summary Tim Woolf testifies on behalf of Nova Scotia Utility and Review Board Counsel regarding Efficiency Nova Scotia Corporation's 2012 Electricity Demand Side Management Plan. The testimony occurs in a regulatory proceeding, focusing on the plan's structure and implications.

Q. What is the purpose of your testimony?
Q. What is the purpose of your testimony? - A. The purpose of my testimony is to provide a general assessment of the pace at which Efficiency Nova Scotia Corporation (ENSC) is ramping up its efficiency programs over time. The efficiency pr...

AI summary The testimony assesses Efficiency Nova Scotia Corporation's (ENSC) pace of implementing efficiency programs, comparing 2012 DSM Plan budgets to recent IRP deviations. It also addresses how rate impacts influence program ramp-up timelines, as requested by Board counsel.

2. SUMMARY OF CONCLUSIONS AND RECOMMENDATIONS
2. SUMMARY OF CONCLUSIONS AND RECOMMENDATIONS - Q. Please summarize your primary recommendations regarding the pace at which efficiency programs are ramped up over time. - A. I offer the following recommendations with regard to program ram...

AI summary The primary recommendations focus on ensuring ENSC implements cost-effective energy efficiency resources, conducts thorough assessments for future DSM Plans, and includes three-year savings projections. Rate impact analysis should consider all costs and benefits, prioritize high participation, and avoid limiting DSM budgets without justification.

3. RAMP UP SCHEDULE OF EFFICIENCY PROGRAMS
3. RAMP UP SCHEDULE OF EFFICIENCY PROGRAMS 1 2 Please summarize the general conclusions from the 2007 IRP and the 2009 0. 3 IRP with regard to the implementation of energy efficiency programs. 4 A. The 2007 IRP identified a large potential...

AI summary The 2007 and 2009 Integrated Resource Plans (IRPs) emphasized cost-effective energy efficiency through Demand Side Management (DSM), with the 2007 IRP recommending 5% of NSPI revenues for efficiency programs. The 2009 IRP maintained DSM targets, aiming for 2% annual electricity use reduction. Nova Scotia Power Inc. (NSPI) exceeded 2008-2009 savings targets and met 2010 goals, demonstrating success in early DSM implementation.

7 Q. Please explain how ENSC expects to get energy savings from other sources.
7 Q. Please explain how ENSC expects to get energy savings from other sources. 8 A. The sources of the energy savings for the 2012 DSM Plan are presented in the Table 1 below. 6 9 The savings from the energy efficiency programs implemented...

AI summary ENSC expects to achieve energy savings of approximately 124 GWh in 2012 through the implementation of energy efficiency programs outlined in the 2012 DSM Plan.

11 Table 1. Energy Savings from the 2012 DSM Plan and Other Sources
11 Table 1. Energy Savings from the 2012 DSM Plan and Other Sources Source of Efficiency Savings Incremental Annual Energy Savings (GWh) ENSC 2012 Residential DSM Programs 50.1 ENSC 2012 Commercial/Industrial DSM Programs 74.1 ENSC 2012 Pr...

AI summary Table 1 presents energy savings achieved through the 2012 DSM Plan and other sources, including contributions from ENSC programs, overachievements from previous DSM initiatives, industrial projects, and code adoption, totaling 233.6 GWh, exceeding the 2009 IRP savings target of 205 GWh.

Section 11
In addition, there are three other sources of energy savings that ENSC is including as part of the 2012 DSM Plan Savings. First, it includes "overachievements from 2008-2009 DSM," which represents 19.5 GWh of energy savings that will persi...

AI summary The 2012 DSM Plan Savings include energy savings from overachievements in previous years, energy efficiency measures by ELI customers, and the adoption of energy codes and standards, totaling 109.5 GWh of energy savings in 2012.

6 Figure 5.1 of ENSC Evidence, page 14.
6 Figure 5.1 of ENSC Evidence, page 14. 1 The energy savings from the ENSC energy efficiency programs combined with 2 these three additional sources of efficiency savings results in a total of roughly 3 234 GWh of energy savings in 2012. T...

AI summary ENSC's 2012 DSM Plan includes energy savings from sources outside customer-funded programs, such as ELI and codes, to align with the 2009 IRP targets. This approach allows for a proper comparison between the 2012 DSM Plan and the 2009 IRP, achieving the same energy savings goals with a lower budget.

Section 13
Second, it is important that the savings and budget information for DSM Plans in general be presented in a way that is as comprehensive and transparent as possible. Providing estimates of energy savings from outside sources of 21 22 23 24...

AI summary The text emphasizes the importance of presenting comprehensive and transparent savings and budget information for DSM Plans. It references evidence from ENSC, highlighting the need for detailed energy savings estimates.

& lt;sup>9 2009 IRP Report, Appendix D, Attachment 1, page 50.
& lt;sup>9 2009 IRP Report, Appendix D, Attachment 1, page 50. 1 efficiency savings – explicitly identified and broken out from the savings from the 2 ENSC initiatives – provides the Board and other stakeholders a more complete 3 picture o...

AI summary The testimony discusses the need for the Board to ensure that future DSM plans meet the savings targets outlined in the 2009 IRP, particularly as targets increase in 2013. It also emphasizes the importance of evaluating efficiency savings from outside sources such as ELI projects and codes and standards, and explicitly documenting these in future plans.

Q. How do the 2012 DSM Plan energy savings goals fit in a long-term plan for ramping up energy efficiency programs in Nova Scotia?
Q. How do the 2012 DSM Plan energy savings goals fit in a long-term plan for ramping up energy efficiency programs in Nova Scotia? A. This issue was addressed in some detail in a report prepared for ENSC by Dunsky Energy Consulting. 4 The...

AI summary The 2012 DSM Plan's energy savings goals are discussed in the context of a long-term strategy, with a Dunsky Energy Consulting report for ENSC suggesting that the 2009 IRP's ambitious targets may be overly aggressive. The report proposes a phased approach with lower initial savings and higher later savings, though no specific future goals are outlined.

Q. What are your views on the concept of an alternative ramp-up schedule as proposed in the Dunsky report?
Q. What are your views on the concept of an alternative ramp-up schedule as proposed in the Dunsky report? A. There is no question that the energy savings goals for 2013 are ambitious. There is also no question that the pace at which Nova...

AI summary The response acknowledges the ambitious nature of the 2013 energy savings goals but emphasizes NSPI's past success in meeting earlier goals and the cost-effectiveness of ENSC's efficiency programs, citing a high benefit-cost ratio. ENSC has not claimed an inability to meet the IRP goals.

See the Dunsky report, page 22, Figure 4.
See the Dunsky report, page 22, Figure 4. 1 for 2013, nor has it presented any evidence as to why it might not be able to meet 2 14 those goals. 3 In my view it is premature to draw any firm conclusions about an alternative 4 ramp-up sched...

AI summary The text discusses the need for ENSC to implement all cost-effective energy efficiency resources and adhere to the targets set in the 2009 IRP unless evidence shows otherwise. It also recommends maintaining or exceeding the savings goals from the 2011 DSM Plan.

Section 18
I recommend that ENSC conduct a thorough assessment of the potential for all cost-effective energy efficiency opportunities, for the next DSM Plan. The 2009 IRP included energy efficiency assumptions that were taken almost entirely from th...

AI summary The text recommends that ENSC conduct a thorough assessment of energy efficiency opportunities for the next DSM Plan, noting that assumptions from previous IRPs may be outdated. It also suggests including three-year projections of energy efficiency savings and addressing any deviations from energy savings targets due to rate impacts.

Section 21
recommend that budgets be limited in order to mitigate against rate impacts that are perceived to be too high. I believe that this is an appropriate time for the Board to clarify that the Nova Scotia DSM budgets should not be limited for t...

AI summary The text discusses concerns about high energy efficiency budgets and their potential rate impacts, arguing against limiting DSM budgets without proper analysis. It emphasizes the need for the Board to establish principles for quantifying rate impacts to ensure decisions are based on evidence rather than abstract concerns.

Section 22
sed on abstract arguments and perceived, undocumented concerns. Second, there are many different ways to quantify and present rate impacts. With many energy efficiency programs there may be a trade-off between short-term increases in rates...

AI summary The text critiques the Dunsky report's alternative ramp-up schedule for relying on abstract arguments and undocumented concerns. It highlights challenges in quantifying rate impacts and notes trade-offs between short-term rate increases and long-term customer bill reductions through energy efficiency programs.

1 2 Q. Are there actions that the Board and ENSC can take to maximize customer participation in the energy efficiency programs?
1 2 Q. Are there actions that the Board and ENSC can take to maximize customer participation in the energy efficiency programs? 3 A. Yes. First, the energy efficiency program budgets can be set in a way to increase 4 customer participation...

AI summary The response outlines strategies for increasing customer participation in energy efficiency programs, such as increasing program budgets and designing programs to be inclusive and tailored to various customer types. It also clarifies that non-participants still benefit from energy efficiency programs through system-wide improvements and environmental and economic advantages.

Q. Has ENSC or NSPI conducted any analyses to quantify the rate impacts associated with the 2012 DSM Plan?
Q. Has ENSC or NSPI conducted any analyses to quantify the rate impacts associated with the 2012 DSM Plan? - A. Not to my knowledge. As noted above, I believe that this issue has not yet risen to that level. - I note that the 2009 IRP incl...

AI summary The respondent indicates that ENSC or NSPI has not conducted analyses to quantify the rate impacts of the 2012 DSM Plan. While the 2009 IRP included some information on rate impacts, it was not designed to answer the specific question about energy efficiency programs and did not consider bill impacts.

PROFESSIONAL EXPERIENCE
PROFESSIONAL EXPERIENCE Synapse Energy Economics Inc ., Cambridge, MA. Vice President, 2011 to present. Provides expert consulting on the economic, regulatory, consumer, environmental, and public policy implications of the electricity and...

AI summary The text outlines the professional experience of an individual with extensive expertise in energy economics, regulatory affairs, and public policy, including roles at Synapse Energy Economics Inc., the Massachusetts Department of Public Utilities, and other organizations, with a focus on energy efficiency, clean energy, and utility regulation.

TESTIMONY
TESTIMONY Rhode Island Public Utilities Commission (Docket No. 3790). Direct testimony regarding National Grid's Gas Energy Efficiency Programs. On behalf of the Division of Public Utilities and Carriers. April 2, 2007. Rhode Island Public...

AI summary The text lists various testimonies provided by regulatory bodies and advocacy groups in different states regarding energy efficiency and renewable energy programs. These testimonies relate to proceedings concerning gas energy efficiency, renewable energy procurement, and demand-side management.

REPORTS
There From Here? The Challenge of Restructuring the Electricity Industry So That All Can Benefit , prepared for the California Utility Consumers' Action Network, Tellus Study No. 95-208 February 1996. Promoting Environmental Quality in a R...

AI summary The text lists various studies and reports prepared by Tellus for different organizations and regulatory bodies, focusing on topics such as electricity industry restructuring, environmental quality, demand-side management, and electric resource planning. These studies were conducted between 1993 and 1996 and address issues related to energy efficiency, equity, and the impact of regulatory decisions on consumers and the environment.

E-14Reply Evidence of Efficiency Nova Scotia Corporation 4/13/2011 6 passages
Efficiency Nova Scotia Corporation
Efficiency Nova Scotia Corporation IN THE MATTER OF The Public Utilities Act , R.S.N.S. 1989, c.380, as amended. - and - IN THE MATTER OF An Application to Approve Efficiency Nova Scotia Corporation's Electricity Demand Side Management (DS...

AI summary The document pertains to an application by Efficiency Nova Scotia Corporation to approve its 2012 Electricity Demand Side Management (DSM) Plan under the Public Utilities Act. The proceeding involves regulatory review of the plan's alignment with legislative requirements and energy efficiency goals.

Section 4
3 On February 28, 2011, Efficiency Nova Scotia Corporation (ENSC or the Corporation) 4 filed Evidence in its role as the new administrator of electricity DSM programs for Nova 5 Scotia, in support of a conservation and energy efficiency pr...

AI summary Efficiency Nova Scotia Corporation (ENSC) filed evidence supporting the 2012 DSM Plan, acknowledging general support from intervenors and consultants. Concerns were raised about the budget amount being potentially regressive, though there is agreement on the overall energy savings targets.

Section 5
0 GWh for 2012), Mr. 27 Whalen has raised concerns that the lower budget amount for 2012 DSM-funded 28 programs from that forecast in the IRP may be regressive. DATE FILED: April 13, 2011 Page 1 of 4 1 Mr. Woolf, while leaving budget issue...

AI summary ENSC argues the 2012 DSM Plan meets and exceeds IRP energy savings targets while spending $17M less than the original budget. Concerns are raised about potential regressive impacts of reduced funding and insufficient evidence for rate impacts. ENSC highlights challenges in meeting aggressive savings targets and the transition from NSPI to ENSC as DSM Administrator.

Section 6
level of 24 program spending and energy savings in the development of the 2012 DSM Plan, 25 including expert opinion and experience from leading sources and advice and input from 26 stakeholders. 27 1 See paragraph 22 of the UARB's decisio...

AI summary ENSC challenges Mr. Reed's suggestion to front-load savings from the 2012 DSM Plan, citing NMR's evaluation that CFL program value would diminish by 2012. ENSC also disputes Mr. Woolf's stance on adhering strictly to IRP energy savings targets without rate impact analysis, emphasizing the need for flexibility in cost-effective DSM implementation.

Section 7
should not be permitted to 15 "deviate" from the energy savings targets contained in the IRP or consider mitigation of 16 rate impacts without providing some form of detailed rate impact analysis. 17 18 Nominal budgets contained in the IRP...

AI summary The text discusses the need for detailed rate impact analysis when deviating from energy savings targets in the Integrated Resource Plan (IRP). It also notes that nominal budgets in the IRP are not prescriptive and that ENSC must consider stakeholder concerns, including short-term rate impacts, while developing annual DSM Plans.

30
30 1 Keeping in mind that such additional savings from the ELI sector and Codes & Standards 2 are inherently conservative, ENSC contends that the proposed 2012 DSM Plan providing 3 overall cumulative energy savings of 233 GWh with a progra...

AI summary ENSC argues that the proposed 2012 DSM Plan, which provides 233 GWh of energy savings with a $43.7M investment, is a reasonable balance that respects stakeholder concerns and supports the success of cost-effective DSM programs for Nova Scotians.

E-15Revised Responses ENSC (AVON) (IR-4, IR-5, IR-7) 4/14/2011 3 passages
Section 1
Forecast versus Actual (Unaudited) DSM Spending by Rate Class

AI summary The text presents a comparison between forecasted and actual (unaudited) spending on Demand Side Management (DSM) by rate class, highlighting discrepancies between planned and actual expenditures.

Section 3
- 1. Forecast costs from Table 2, Column K in 2010 DSM Filing. - 2. Actual expenditures are subject to audit.

AI summary The text references forecast costs from a 2010 DSM Filing and mentions that actual expenditures are subject to audit. These points highlight the regulatory oversight of financial planning and accountability in energy efficiency programs.

NON-CONFIDENTIAL
NON-CONFIDENTIAL 1 Request IR-5: 2 3 Reference: 2012 DSM Plan (E-ENSC-R-10), Exhibit E-1, Appendix B, Table 2: 4 5 Provide a breakdown of new construction versus retrofit in the Prescriptive Rebate 6 program for Large Industrial Customers...

AI summary The document contains a request and response related to the 2012 DSM Plan, focusing on program breakdowns for Large Industrial Customers, including Prescriptive Rebate, C&I Custom program, and the distinction between 'Core Performance' and 'Whole Building' paths. The response indicates that the 2012 DSM Plan did not segregate new construction or retrofit data for these programs.

E-16Revised Application - Appendix B Preliminary Program Cost Allocation (April 13-11) 4/14/2011 2 passages
System Benefits Combined Class and Participant Benefits Total
29 Notes: System Benefits Combined Class and Participant Benefits Total Program Cost Recovery by Benefits 25.0% 75.0% 100.0% $10,936,664 $32,809,993 $43,746,657 Functionalization of System Benefit DSM Classification of System Benefit Costs...

AI summary The document presents a table detailing system benefits, combined class and participant benefits, and total program cost recovery by benefits. It includes figures such as 25.0%, 75.0%, and 100.0%, along with corresponding dollar amounts and classifications related to demand and energy-related costs.

30 1 Enabling Strategies allocated based on Customer counts COSS, 2009 Compliance Filing
30 1 Enabling Strategies allocated based on Customer counts COSS, 2009 Compliance Filing c Line # TABLE 2 a) Estimate of DSM Program participation by rate classes before accounting for the Municipal Class 1 2 COLUMN A B C D E F G 3 4 Relat...

AI summary The table provides an estimate of DSM program participation by rate classes before accounting for the Municipal Class, showing the relative shares of program costs incurred on participating rate classes.

E-17NPB Opening Statement 4/18/2011 3 passages
Section 1
OPENING STATEMENT OF NEWPAGE PORT HAWKESBURY CORP. AND BOWATER MERSEY PAPER COMPANY LTD. Mr. Chair, Board Members, as you are aware, NewPage Port Hawkesbury Corp. and Bowater Mersey Paper Company Limited (NPB) are NSPI's two largest custom...

AI summary NewPage Port Hawkesbury Corp. and Bowater Mersey Paper Company Ltd., NSPI's largest customers, support ENSC's 2012 DSM Plan, which exceeded 2009 IRP savings targets while minimizing rate increases. They commend the collaborative stakeholder process and Board's timetable for the proceeding.

Section 2
so understands that this proposed level of DSM investment is broadly supported by other ratepayer representatives including the Consumer Advocate, the Avon Group, and the Municipal Electric Utilities. As a result, following our review of t...

AI summary NPB initially planned to avoid participating in the hearing but changed course after intervenor evidence suggested increasing ENSC's 2012 DSM spending. NPB supports cost-effective DSM but notes the plan already exceeds 2009 IRP targets. Both Bowater and NewPage have conducted internal energy initiatives beyond ratepayer-funded programs.

Section 3
unded energy conservation and demand management initiatives outside of the ratepayer-funded DSM programs offered by NSPI and now ENSC, some of which is appropriately reflected in ENSC's 2012 DSM Plan. However, in order to ensure that DSM s...

AI summary NPB opposes increasing DSM spending in ENSC's 2012 Plan, citing concerns about cost-effectiveness, short-term rate impacts, and lack of experience with higher investment levels. ENSC's evaluation of past spending (2008-2010) showed cost-effectiveness, but NPB argues further increases are premature. NPB trusts ENSC's balance in the plan and rejects external consultants' recommendations for higher spending.

E-18HRM Opening Statement 4/18/2011 3 passages
Section 1
HALIFAX REGIONAL MUNICIPALITY - OPENING STATEMENT EFFICIENCY NOVA SCOTIA'S DEMAND SIDE MANAGEMENT PLAN Good morning Mr. Chair and board members. Before I begin with HRM's opening statement I would first like to pause for a moment to note t...

AI summary The Halifax Regional Municipality (HRM) honors Blair Hamilton of the Vermont Energy Investment Corporation (VEIC) for his pioneering work in energy efficiency and his role in advancing Nova Scotia's Demand Side Management (DSM) initiatives. Hamilton's leadership at VEIC, which achieved negative load growth, and his contributions to a key DSM settlement agreement are highlighted.

Section 2
instrumental in achieving a settlement agreement that set the course for all parties here today. On behalf of the Halifax Regional Municipality we would like to thank Blair, and tell him we miss him. Thank you Mr. Chair. Today marks anothe...

AI summary The Halifax Regional Municipality (HRM) emphasizes energy efficiency's economic, environmental, and long-term cost benefits, criticizing current regulatory models for undervaluing lifecycle benefits. HRM highlights the success of Efficiency Nova Scotia's DSM plan in exceeding efficiency targets and supports the Integrated Resource Plan (IRP) model, which prioritizes efficiency over renewables and fossil fuels.

Section 3
preferred option - more than renewables, and certainly more than more fossil powered generation. The only constraint on the effect of DSM in the IRP model was how much efficiency could be delivered. Without doubt, Efficiency NS has its wor...

AI summary The text emphasizes energy efficiency as a priority over renewables and fossil fuels, noting constraints on DSM in the IRP model. It highlights Efficiency NS's challenges in achieving deep efficiency gains and calls for aggressive targets and tools to combat rising energy costs. HRM supports these goals, stressing the need for systemic capacity building.

E-19Proof of Advertising 4/18/2011 7 passages
IN THE MATTER OF THE PUBLIC UTILITIES ACT p. p. 2
IN THE MATTER OF THE PUBLIC UTILITIES ACT - and- IN THE MATTER OF AN APPLICATION by EFFICIENCY NOVA SCOTIA CORPORATION for Approval of its Electricity Demand Side Management Plan for 2012 BEFORE: Peter W. Gurnham, Q.C., Chair

AI summary The document outlines an application by Efficiency Nova Scotia Corporation for approval of its 2012 Electricity Demand Side Management Plan under the Public Utilities Act. The proceeding is presided over by Peter W. Gurnham, Q.C., Chair.

ORDER p. p. 2
ORDER IT IS ORDERED that a hearing respecting an application by Efficiency Nova Scotia Corporation ("ENSC") for approval of its Electricity Demand Side Management Plan for 2012 be conducted by the Nova Scotia Utility and Review Board ("Boa...

AI summary The Nova Scotia Utility and Review Board has ordered a hearing for Efficiency Nova Scotia Corporation's 2012 Electricity Demand Side Management Plan. The hearing is scheduled to begin on April 18, 2011, with a detailed timetable outlining various procedural steps and deadlines.

BRIEFLY p. p. 3
er quality and improve water flow throughout the distribution system. The flushing program is conducted twice a year and also includes inspection and testing of hydrants. Water Utility thanks you for your patience NOVA SCOTIA'S ELECTRICITY...

AI summary The Nova Scotia Utility and Review Board is conducting a hearing for Efficiency Nova Scotia Corporation's 2012 Electricity Demand Side Management Plan. The proceeding includes dates, location, and mentions a separate water utility flushing program.

Nexen wants partners for developing shale lands p. p. 4
Nexen wants partners for developing shale lands CALGARY (CP) — Nexen Inc. is on the hunt for deals to cash in on its large shale gas holdings in northeastern British Columbia, executives sald Tuesday after the firm announced that output fr...

AI summary Nexen Inc. seeks partners for shale gas development in northeastern British Columbia. Separately, the Nova Scotia Utility and Review Board will hold a public hearing to consider Efficiency Nova Scotia Corporation's 2012 Electricity Demand Side Management Plan application.

NOTICE OF PUBLIC HEARING p. p. 5
NOTICE OF PUBLIC HEARING NOVA SCOTIA'S ELECTRICITY DEMAND SIDE MANAGEMENT PLAN FOR 2012 Notice is hereby given that the Novs Scotia Utifity and Review Board ("the Board") will conduct a hearing respecting an application by Efficiency Nov....

AI summary The Nova Scotia Utility and Review Board is conducting a public hearing to approve Efficiency Nova Scotia's 2012 Electricity Demand Side Management Plan. The hearing details include dates, locations, procedures for participation, and submission of comments. The matter is referenced as Matter No. M03669.

Fed chairman also issues warning to China p. p. 6
NOVA SCOTTA'S ELECTRICITY DEMAND SIDE MANAGEMENT PLAN FOR 2012 Notes in benefy gives that the lows Secta Utility and Revew Beary (The Board) yell product a heading producting a separation for a program for a program Bearing producting a se...

AI summary The text appears to be a corrupted or incomplete document related to Nova Scotia's 2012 Electricity Demand Side Management Plan, mentioning the Nova Scotia Utility and Review Board (The Board) and the production of a program section. However, the content is largely illegible and lacks coherent information.

NOTICE OF PUBLIC HEARING NOVA SCOTIA'S ELECTRICITY DEMAND SIDE MANAGEMENT PLAN FOR 2012 p. p. 7
NOTICE OF PUBLIC HEARING NOVA SCOTIA'S ELECTRICITY DEMAND SIDE MANAGEMENT PLAN FOR 2012 otice is hereby given that the Nova Scotta Utility and Review Board ("the is increasy givent that one nova occura uturity and newtew bit owition of a h...

AI summary This document is a notice of a public hearing for Nova Scotia's Electricity Demand Side Management Plan for 2012. The hearing will take place on April 15 and 18, 2011, with details provided on how individuals can participate, including filing notices, submitting evidence, and making written comments.

E-20Efficiency Nova Scotia Opening Statement 4/18/2011 5 passages
Section 1 p. p. 0
Monday, April 18, 2011 Electricity Conservation & Efficiency (DSM) Plan 2012 Hearing before N.S. Utility and Review Board Opening Remarks by Allan Crandlemire Interim CEO, Efficiency Nova Scotia Corporation CHECK AGAINST DELIVERY Good morn...

AI summary Efficiency Nova Scotia Corporation presents its first electricity conservation and efficiency plan to the N.S. Utility and Review Board, emphasizing a strong team, legacy programs from Nova Scotia Power, and youth-driven energy efficiency initiatives.

Section 2 p. p. 0
have inherited such a robust series of programs, previously led by Nova Scotia Power's energy efficiency team. We are standing on the shoulders of the tremendous work they did from 2008 through 2010. As interim administrator, they did a ve...

AI summary The text acknowledges Nova Scotia Power's prior work on energy efficiency programs (2008-2010) and credits Allan Richardson for facilitating the transition to Efficiency Nova Scotia. It also honors Blair Hamilton, a pioneer in energy efficiency, for his influence on the 2012 Demand Side Management (DSM) plan and his contributions to program development.

Section 3 p. p. 0
rd of him, that you'll see his fingerprints all over this Demand Side Management plan for 2012. It's nice to know that Blair's influence will continue to live on in Nova Scotia for many years to come. Efficiency Nova Scotia's 2012 Plan bui...

AI summary Efficiency Nova Scotia's 2012 Demand Side Management (DSM) plan emphasizes stakeholder collaboration, ambitious electricity savings targets (234 million kWh), and alignment with the Integrated Resource Plan (IRP). The plan aims to power 26,000 additional households through energy efficiency, with a budget of $43.7 million.

Section 4 p. p. 0
8‐million kiloWatt hours for 2011. The program budget for 2012 is $43.7‐million – up slightly from this year's $41.9‐million budget. And considerably less than the $61‐million forecast in the IRP. There is a focus on reaching low‐income No...

AI summary The 2012 DSM program budget increased to $43.7M, focusing on low-income Nova Scotians and broader energy efficiency initiatives. The plan highlights industrial contributions and new building codes toward efficiency targets, emphasizing energy efficiency as critical for addressing rising costs and environmental impacts from fossil fuels.

Section 6 p. p. 0
energy savings? About 400,000 kWh – more than $40‐thousand in savings every year . As branch manager Mathieu Levesque told me: "Wow! Why didn't we do this a couple of years ago?" Music to my ears. So whether it's Jamie in Glace Bay or Math...

AI summary Efficiency Nova Scotia highlights over 400,000 kWh annual energy savings ($40k+ yearly) through customer programs, citing positive feedback from branch manager Mathieu Levesque and others. The organization emphasizes grassroots outreach, accessible customer service (direct human interaction via phone), and the environmental and economic benefits of energy efficiency, including avoiding new power plant needs.

E-21CV Philippe Dunsky 4/18/2011 7 passages
1995-96 Independent Energy Consultant p. p. 0
1995-96 Independent Energy Consultant Consulting for various governmental and non-governmental bodies. Projects included design of large residential energy efficiency retrofit program and assessment of a variety of demand and supply-side o...

AI summary The 1995-96 Independent Energy Consultant provided consulting services to governmental and non-governmental bodies, designing a large residential energy efficiency retrofit program and assessing demand and supply-side options. The consultant also participated in multiple blue-ribbon panels.

Mr. Dunsky is currently responsible for several key projects including: p. p. 0
Mr. Dunsky is currently responsible for several key projects including: - Best practice assessment, analysis and design of a small-scale renewable energy incentive strategy for the Government of Saskatchewan 's Go Green fund. - Strategic r...

AI summary Mr. Dunsky oversees projects in renewable energy incentives, energy efficiency programs, and regulatory processes for various organizations, including Efficiency Nova Scotia Corp., BC Hydro, and Quebec Energy Efficiency Agency, focusing on residential, commercial, and low-income initiatives.

In 2010 p. p. 0
In 2010 - Development of the Efficiency Maine Trust 's first triennial energy efficiency plan addressing all fuels and sectors, including responsibility for all residential and enabling strategies. - Measure characterization, screening and...

AI summary In 2010, activities included developing energy efficiency plans for Efficiency Maine Trust, assisting Newfoundland and Labrador Hydro with rural programs, supporting Quebec's low-income initiatives, reviewing Conserve Nova Scotia's programs, advising Nova Scotia Power Inc. on demand-side management, and conducting assessments for Hydro-Québec and Canada's economic development agency. These efforts focused on program design, policy analysis, and market opportunities for energy efficiency.

In 2005 p. p. 0
In 2005 - Best practice study for Hydro-Québec of government and utility programs aimed at accelerating proper installation of ground-source heat pumps (GSHP). Included review of Canadian, U.S. and European practices. - Pre-feasibility stu...

AI summary In 2005, studies and reviews were conducted for Hydro-Québec, Quebec Metro Technology Park, Ecos Consulting, Gaz Metro's Energy Efficiency Fund, and a coalition of stakeholders. These included analyses of ground-source heat pumps, CO2 reduction technologies, energy-efficient transformers, DSM programs, and international energy efficiency service models.

Pre-2004 p. p. 0
- 1998-2002: Consulting and strategic counsel in the context of several Parliamentary Committee mandates to examine Hydro-Quebec's successive strategic plans (1997, 1999, 2002). Examined draft plans, provided support to MPPs, thematic trai...

AI summary The text outlines professional experience in energy efficiency, regulatory frameworks, and consulting from 1991-2002, including work with Hydro-Quebec, Gaz Metro, and Quebec's energy agencies. Focus areas include energy efficiency programs, market competition, integrated resource planning, and regulatory analysis for utilities and stakeholders.

Published Articles and Book Chapters (partial list) p. p. 0
- 2006 "Québec's Economic Energy Efficiency Potential: Results of a Utility-Stakeholders Working Group Process", ACEEE 2006 Summer Study – Proceedings, August 2006. With B. Gobeil and M. Parent. - 2004 "The Electricity Revolution Underway:...

AI summary A list of publications by an individual on energy efficiency, renewable energy, and policy topics, including analyses of Quebec's energy potential, California's energy crisis, and the Kyoto Protocol. Works are published in academic and industry journals, with collaborations from various organizations.

Section 30 p. p. 0
CGA) : "Convergence of Technology, Market and Societal Forces: Implications for the Gas Industry" - 2000 Canadian Institute of Energy : " Distributed Generation: Needs and Opportunities, Promise and Concern" - 1999 Canadian Electricity Ass...

AI summary The text lists various publications and reports from energy-related organizations and associations, focusing on topics such as distributed generation, renewable energy, market restructuring, and energy efficiency. These documents explore the implications of technological and market changes on the energy sector.

E-22ENSC Corrections to Evidence 4/18/2011 3 passages
The corrected figure is 1.9%.
The corrected figure is 1.9%. 1 Program New Components 2 of The 2012 DSM Plan introduces a number new program components. These include: 3 4 • program components for renters and multi-unit residential buildings 5 • a Home Energy Report pro...

AI summary The 2012 DSM Plan introduces new program components, including initiatives for renters and multi-unit buildings, a Home Energy Report program, and strategies to increase access for low-income households. The plan also proposes innovative financing options and enhanced outreach to commercial and industrial customers. ENSC requests the application of the Total Resource Cost (TRC) screening test at the program level to meet long-term goals.

Preamble
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 buildings' performance and, as such, may generate spillover savings that cannot easily be attributed. • Residential Existing Houses: In this program, solar hot w...

AI summary The text discusses ENSC's rationale for promoting certain energy efficiency measures in residential existing houses, even when they fail the TRC test, citing strategic and long-term benefits. It also references other documents for additional context on measures included or excluded from the 2012 DSM Plan.

Request IR-6:
Request IR-6: 2 1 With respect to Appendix A, the 2012 DSM Plan, please provide customer participation rates for each of the residential and commercial & industrial programs. Please present in terms of (a) number of customers participating...

AI summary The request asks for customer participation rates in the 2012 DSM Plan, specifically for residential and commercial & industrial programs, in terms of number of participants and percentage of eligible customers. The response indicates that data on units, participants, and facilities are estimated and presented in a figure.

E-23DSM Cost Recovery Rider for 2010 and 2011 4/18/2011 1 passage
Line # TABLE 2 Allocation of 75% of DSM Program Costs deemed to be associated with benefits realized by participating classes.
Line # TABLE 2 Allocation of 75% of DSM Program Costs deemed to be associated with benefits realized by participating classes. 2 COLUMN Α В С D E F G Н I J ĸ L 4 FORMULA Σ col A to J K x 75% 6 Program costs incurred on participating rate c...

AI summary The document presents a table allocating 75% of DSM program costs across various rate classes, showing the distribution of expenses associated with benefits realized by participating classes such as residential, small general, general demand, and industrial rate classes.

E-24SNPI Responses to UARB Undertakings (U-1 and U-2) from NSPI DSM Plan for 2011 Hearing 4/18/2011 4 passages
NSP! Application to Approve Nova Scotia's Electricity Demand Side Management Plan for 2011 (NSUARB P-884(3» NSPI Responses to UARB Undertakings
NSP! Application to Approve Nova Scotia's Electricity Demand Side Management Plan for 2011 (NSUARB P-884(3» NSPI Responses to UARB Undertakings

AI summary Nova Scotia Power (NSP) seeks approval for its 2011 Electricity Demand Side Management Plan, with NSPI responding to undertakings by the Utility and Review Board (UARB). The proceeding involves regulatory review of demand-side management initiatives and compliance with undertakings.

12
12 Allocation of of 75% DSM Budgeted Program Prescriptive Program Investment Component Costs (%) Retrofit 367,125 65 New Construction 201,538 35 Total 568,663 100 13

AI summary The text provides a table showing the allocation of 75% of the DSM budget across retrofit and new construction components, with retrofit accounting for 65% and new construction for 35% of the total investment of $568,663.

NSPI Application to Approve Nova Scotia's Electricity Demand Side Management Plan for 2011 (NSUARB P-884(3» NSPI Responses to UARB Undertakings
NSPI Application to Approve Nova Scotia's Electricity Demand Side Management Plan for 2011 (NSUARB P-884(3» NSPI Responses to UARB Undertakings

AI summary NSPI seeks regulatory approval for Nova Scotia's 2011 Electricity Demand Side Management Plan, responding to UARB undertakings. The proceeding involves the Utility and Review Board's oversight of energy efficiency initiatives.

11
11 Custom Program Component Allocation of 75% ofDSM Program Costs Budgeted Investment (%) Retrofit 786,256 88 New Construction 108,599 12 Total 894,855 100 12

AI summary The text presents a table showing the allocation of 75% of DSM program costs across Retrofit and New Construction components, with Retrofit accounting for 88% of the budgeted investment and New Construction for 12%.

E-25Opening Statement of Glenn Reed, Energy Futures Group, on behalf of Ecology Action Centre 4/19/2011 2 passages
Section 1
Opening Statement of Glenn Reed Energy Futures Group On behalf of the Ecology Action Centre Good Morning. My name is Glenn Reed. I am a Partner at Energy Futures Group, an energy efficiency consulting firm based in Hinesburg Vermont. I am...

AI summary Glenn Reed testifies on behalf of the Ecology Action Centre, recommending increased funding for Efficiency Nova Scotia Corporation's 2012 DSM Plan to achieve energy savings targets and mitigate program risks. He argues against constraining budgets by IRP targets, emphasizing that near-term efficiency efforts should not be reduced despite long-term goals being on track.

Section 2
rovide greater assurance that long term cumulative savings goals are met. These greater savings could be achieved by increased spending on technologies that appear to be under funded in the 2012 plan. The residential sector 2012 savings ar...

AI summary The 2012 plan's savings depend heavily on fuel substitution measures, which are capital-intensive and uncertain in consumer adoption. ENSC's pilot program may take time to assess effectiveness, and increasing investment in non-fuel substitution measures is recommended to mitigate risks to achieving savings targets.

E-26Excerpt from Summit Blue Consulting Report to Nova Scotia Power Inc. dated September 2006 4/19/2011 4 passages
NOVA SCOTIA POWER INC.: DSM REPORT SUMMER 2006 p. p. 0
NOVA SCOTIA POWER INC.: DSM REPORT SUMMER 2006

AI summary The document is a Demand Side Management (DSM) report submitted by Nova Scotia Power Inc. for the summer of 2006, likely detailing energy efficiency initiatives, customer programs, and related regulatory compliance measures.

FINAL REPORT p. p. 0
FINAL REPORT Preparedfor: John Aguinaga Manager, Conservation &Energy Efficiency Nova Scotia Power Inc P.O. Box 910 Halifax, NS B3J 2W5 902-428-6364 Prepared by: Summit Blue Consulting, LLC 1722 14th St., Ste. 230 Boulder, CO 80302 720-564...

AI summary The report estimates industrial demand response (DR) potential in Nova Scotia at 16 MW through interruptible rates and direct load control. It notes that expanding DR programs to smaller customers may require separate regulatory approvals, unlike energy efficiency programs. Summit Blue Consulting compared NSPI's approach to utilities like Xcel Energy, highlighting simpler interruptible rate structures.

4.2.4 Economic DSM Potential Results p. p. 0
4.2.4 Economic DSM Potential Results As discussed previously, economic potential is the amount oftechnical DSM potential that is "costeffective" as defined by the TRC test. However, economic potential does not consider market barriers, suc...

AI summary Economic DSM potential, determined by the TRC test, is a theoretical measure that ignores market and economic barriers. It highlights impractical implementation through forced installations and discusses limitations in demand response programs due to customer participation issues.

5.2.3 Discussion of Reasonable Level of DSM Spending p. p. 0
5.2.3 Discussion of Reasonable Level of DSM Spending Determining the appropriate level ofDSM is a challenging task for any utility,jurisdictional, or regional organization. There is no single or predominant approach but in many cases resul...

AI summary Determining appropriate DSM spending levels involves balancing program ramp-up time, infrastructure development, and minimum expenditure thresholds to maintain critical capacity. Vermont's example illustrates a 1.5% rate surcharge increasing to 3.0% by 2005. The CAMPUT study highlights varied methods used by utilities and regulators.

E-27CV of Hugh Gilbert Peach, Ph.D., H. Gil Peach & Associates/Scan America, Board Counsel Consultant 4/19/2011 5 passages
H1JGB GILBERT I>EACH, PH.D.
H1JGB GILBERT I>EACH, PH.D. President, H. Gil Peach & Associates/Scan America® 16232 NW Oak Hills Drive, Beaverton, OR 97006 Telephone: (503) 645-0716 E-mail: hgilpeach(q)scanamerica.net Fax: (503) 946-3064 URL: www.scanamerica.net - Manag...

AI summary Dr. Gilbert Each, President of H. Gil Peach & Associates/Scan America®, specializes in demand-side management, low-income energy programs, and evaluation research. With 30 years of experience in applied research and policy development, he provides expert testimony on measurement accuracy and socioeconomic studies.

Experience
Experience Principal, H. Gil Peach & Associates (HGPA). January 1988 to present. HGPA provides evaluation design, process and impact evaluation services, planning and program development services, management and organizational studies, pro...

AI summary The text details the professional experience of H. Gil Peach, focusing on roles in evaluation, demand-side management, and energy policy research. It highlights work with organizations like H. Gil Peach & Associates (HGPA), Pacific Power, and the Fund for the City of New York, emphasizing expertise in program evaluation, energy conservation, and statistical analysis.

Representative Consulting Engagements
Representative Consulting Engagements Beginning in 1988, H. Gil Peach & Associates began a series of engagements, primarily for utilities but also for government and sometimes for advocacy groups in the DSM area, primarily in energy effici...

AI summary H. Gil Peach & Associates has been providing consulting services since 1988, focusing on energy efficiency evaluation, policy development, and low-income program design for utilities, government, and advocacy groups. Their work includes litigation support and expert witness services related to measurement issues in the DSM area.

2009-2012 ofNevada Annual Low-Income Evaluations for State for legislative committees
Expert Witness and/or Litigation Support Engagements 2009-2012 ofNevada Annual Low-Income Evaluations for State for legislative committees and the governor 2009-2012 of NY Member Evaluation Advisory team supporting Commission Staff 2010-20...

AI summary The document outlines various expert witness and litigation support engagements from 2005 to 2012, including evaluations for low-income programs, DSM advisory roles, and work with multiple states and utilities across North America.

Section 19
Massachusetts, Connecticut and Rhode Island - Testimony on DSM potential and practice in Commission hearings. Massachusetts - Testimony in Commission hearing on DSM program measurement, litigation support for Com Electric and Boston Edison...

AI summary The text outlines various instances of expert testimony and evaluation support provided in different regions regarding demand-side management (DSM) programs, including verification evaluations and litigation support in commission hearings and federal court cases.

E-28Excerpt from the Evidence of Nancy Brockway, dated April 19, 2010, from NSUARB-P-884(3) Hearing 4/19/2011 2 passages
Section 1
Before the Utilities and Review Board ofNova Scotia In the Matter ofNSPI Application to Approve Nova Scotia's Electricity Demand Side Management Plan for 2011 P-884(3) Evidence of Nancy Brockway on behalfofthe ConsUlner Advocate April 9, 2...

AI summary This document is evidence submitted by Nancy Brockway on behalf of the ConsUlner Advocate in a proceeding before the Utilities and Review Board of Nova Scotia regarding the approval of Nova Scotia's Electricity Demand Side Management Plan for 2011.

23
23 if problem. Similarly, it were a priority that all customers in a class had an equivalent 2 opportunity to enjoy bill reductions, the split incentive (among other things) would n1ake 3 that difficult. 4 5 Q. ofthe of Please provide anot...

AI summary The text discusses challenges in implementing a demand-side management (DSM) plan, including the split incentive problem, budget constraints limiting investments, and the difficulty in achieving efficiency and demand response goals for all customers. It also highlights the scale of DSM investments and their limited reach.

05676Hearing Order 11/4/2010 2 passages
IN THE MATTER OF THE PUBLIC UTILITIES ACT
IN THE MATTER OF THE PUBLIC UTILITIES ACT - and- IN THE MATTER OF AN APPLICATION by EFFICIENCY NOVA SCOTIA CORPORATION for Approval of its Electricity Demand Side Management Plan for 2012 BEFORE: Peter W. Gurnham, Q.C., Chair

AI summary The document outlines a regulatory proceeding under the Public Utilities Act involving Efficiency Nova Scotia Corporation's application for approval of its 2012 Electricity Demand Side Management Plan. The proceeding is presided over by Peter W. Gurnham, Q.C., Chair.

ORDER
ORDER IT IS ORDERED that a hearing respecting an application by Efficiency Nova Scotia Corporation ("ENSC") for approval of its Electricity Demand Side Management Plan for 2012 be conducted by the Nova Scotia Utility and Review Board ("Boa...

AI summary The Nova Scotia Utility and Review Board has ordered a hearing for Efficiency Nova Scotia Corporation's 2012 Electricity Demand Side Management Plan. The hearing is scheduled to begin on April 18, 2011, with a detailed timetable provided for filing documents and stakeholder sessions.

07313Board Order 6/30/2011 4 passages
IN THE MATTER OF THE EFFICIENCY NOVA SCOTIA CORPORATION ACT
IN THE MATTER OF THE EFFICIENCY NOVA SCOTIA CORPORATION ACT - and- IN THE MATTER OF AN APPLICATION by EFFICIENCY NOVA SCOTIA CORPORATION for Approval of its Electricity Demand Side Management Plan for 2012 BEFORE: Peter W. Gurnham, a.c., C...

AI summary The document outlines an application by Efficiency Nova Scotia Corporation for approval of its 2012 Electricity Demand Side Management Plan, heard before a three-member board including Peter W. Gurnham, Kulvinder S. Dhillon, and Roberta J. Clarke.

ORDER
ORDER WHEREAS on February 28, 2011, Efficiency Nova Scotia Corporation ("ENSC") filed an application with the Nova Scotia Utility and Review Board (the "Board") for Approval of its Electricity Demand Side Management Plan for 2012; AND WHER...

AI summary The Nova Scotia Utility and Review Board accepted the 2010 DSM Plan evaluation with a 10% reduction for the Efficient Products-Direct Install program, as qualified in the Savings Verification Study. The Board's decision was rendered on June 30, 2011.

IT IS FURTHER ORDERED that:
IT IS FURTHER ORDERED that: - 1) The Board approves the proposed 2012 investment of $43.7 million for ratepayer funded DSM programs; - 2) The Board approves the proposed targets including non-program contributions from ELI customers and co...

AI summary The Board approves a $43.7 million 2012 investment in ratepayer-funded DSM programs, targets including non-program contributions from ELI customers, and ENSC's request to apply the TRC test at the program level starting January 1, 2012.

IT IS FURTHER ORDERED that:
IT IS FURTHER ORDERED that: - 1) With regard to the SVS, the Board is satisfied that ENSC is reviewing the recommendations and orders ENSC to file its response to the recommendations no later than July 31, 2011, for consideration by the Bo...

AI summary The Board orders ENSC to respond to recommendations, improve rate impact data, complete a free ridership study, develop policies for non-electricity programs, continue PDWG engagement, and meet quarterly to review program progress. These actions aim to enhance transparency, stakeholder involvement, and accountability in energy efficiency initiatives.

07314Board Decision 6/30/2011 48 passages
IN THE MATTER OF THE EFFICIENCY NOVA SCOTIA CORPORATION ACT p. p. 0
IN THE MATTER OF THE EFFICIENCY NOVA SCOTIA CORPORATION ACT - and- IN THE MATTER OF AN APPLICATION by EFFICIENCY NOVA SCOTIA CORPORATION for Approval of its Electricity Demand Side Management Plan for 2012 BEFORE: Peter W. Gurnham, a.c., C...

AI summary The document outlines a regulatory proceeding involving Efficiency Nova Scotia Corporation's application for approval of its 2012 Electricity Demand Side Management Plan. The proceeding includes counsel from the corporation, consumer advocates, the Ecology Action Centre, Nova Scotia Power Inc., and municipal representatives. The case is before a regulatory board chaired by Peter W. Gurnham.

Preamble p. p. 0
- [1] What initiatives should be taken to encourage electricity consumers in Nova Scotia to conserve and efficiently use electrical energy? How should such initiatives be paid for? Who should pay for them? How should the savings be measure...

AI summary The document discusses the importance of demand side management (DSM) in Nova Scotia, emphasizing its role in reducing electricity consumption, delaying infrastructure costs, and supporting environmental goals. It raises questions about funding, who should pay, and how savings should be measured.

2.0 BACKGROUND p. p. 0
2.0 BACKGROUND [10] Prior to January 26, 2010, the electricity DSM conservation and energy plan for Nova Scotia was administered by NSPI. ENSC was established under the Efficiency Nova Scotia Corporation Act, S.N.S. 2009, c. 3, as amended...

AI summary Prior to January 26, 2010, Nova Scotia Power Inc. (NSPI) administered the electricity DSM plan. ENSC was established under the Efficiency Nova Scotia Corporation Act, S.N.S. 2009, c. 3, as amended, succeeding NSPI in DSM administration.

[11 ] The relevant provisions of the ENSC Act are: p. p. 0
[11 ] The relevant provisions of the ENSC Act are: - 2 The purpose of this Act is to - (a) establish an administrator to manage electricity demand-side management programs in the Province; - (b) establish a fund to be used to defray the co...

AI summary The ENSC Act establishes an administrator for electricity demand-side management programs, creates a fund to cover program costs, and mandates regulatory oversight. It defines key terms like 'electricity demand-side management program' and designates the Nova Scotia Utility and Review Board as the oversight body. The Efficiency Nova Scotia Corporation (ENSC) must operate not-for-profit and focus on demand reduction and energy efficiency initiatives.

3.0 EVALUATION AND VERIFICATION OF 2010 DSM PLAN p. p. 0
3.0 EVALUATION AND VERIFICATION OF 2010 DSM PLAN

AI summary The section outlines the evaluation and verification process of the 2010 Demand Side Management (DSM) Plan, focusing on its implementation, effectiveness, and compliance with regulatory standards.

3.1 Evaluation Report and Savings Verification Study p. p. 0
3.1 Evaluation Report and Savings Verification Study - [17] ENSC reported in its Application (Exhibit E-1, pp. 8-9) that in 2010 the DSM energy savings results had exceeded the target (84.79 GWh v. 81.13 GWh). The demand savings results we...

AI summary ENSC's 2010 DSM program achieved energy savings exceeding targets (84.79 GWh vs. 81.13 GWh) but fell slightly short on demand savings. NMR's evaluation highlighted mixed results across programs, with some exceeding targets significantly while others underperformed. The Board commissioned an SVS to verify savings data, noting data quality and access challenges.

[25] The SVS contains two basic findings: p. p. 0
[25] The SVS contains two basic findings: Finding 1: All of the 2010 DSM programs were competently administered by the DSM Administrator. This finding is based on the NMR evaluations, our review of program documentation and tracking databa...

AI summary The SVS identifies two findings: (1) 2010 DSM programs were competently administered but require improvements in internal control and free-ridership management; (2) NMR's 2010 evaluations met industry standards but need more electrical measurement and support for a Nova Scotia socket study. Recommendations focus on evaluation accuracy and program oversight.

[26] The SVS recommended acceptance of: p. p. 0
[26] The SVS recommended acceptance of: ... the NMR evaluation results for ... 2010, except for a ten percent (10%) cut for Efficient Products-Direct Install. .. [Exhibit E-3, p. 6] [27] Additional recommendations were made in the SVS for...

AI summary The SVS recommended accepting NMR evaluation results for DSM programs, except for a 10% reduction for Efficient Products-Direct Install. Improvements in evaluation methods were suggested, with Dr. Peach emphasizing methodological concerns over NMR results and praising DSM program execution. Data tracking issues were acknowledged but deemed manageable.

3.1.1 Findings p. p. 0
3.1.1 Findings [38] As pointed out by the CA in examination of both the ENSC panel and Dr. Peach, the evaluation and verification of the DSM program and results are of critical importance to ratepayers. It is the means by which ratepayers...

AI summary The Board emphasizes the importance of evaluating DSM programs to ensure ratepayer investments are prudent. It accepts the 2010 DSM Plan evaluation with a 10% reduction for the Efficient Products-Direct Install program. The Province endorses SVS recommendations, and ENSC is ordered to respond by July 31, 2011. An audit is deferred until the 2013 DSM Plan review.

4.0 PROPOSED 2012 DSM PLAN p. p. 0
4.0 PROPOSED 2012 DSM PLAN

AI summary The document outlines the proposed 2012 Demand Side Management (DSM) Plan, which is part of a regulatory proceeding. It introduces the plan's framework for energy efficiency initiatives and cost recovery mechanisms, though detailed program specifics are not included in the provided text.

4.1 Proposed Plan p. p. 0
4.1 Proposed Plan [43] In its direct evidence, ENSC described the programs proposed for the 2012 DSM Plan: Programs for the proposed 2012 DSM Plan are separated into three categories: - Residential Programs, which include four components:...

AI summary The 2012 DSM Plan proposed by ENSC includes residential, commercial/industrial, and enabling strategy programs. It introduces new components such as home energy reports, support for renters and low-income households, innovative financing, and enhanced outreach. ENSC claims the plan meets energy-saving targets outlined in the 2007 and 2009 IRPs.

Figure 4.2 Cumulative Savings Targets and Results 2008-2012 p. p. 0
Figure 4.2 Cumulative Savings Targets and Results 2008-2012 Year IRP Target Result IRP Target Result (GWh) (GWh) (MW) (MW) 2008 16 21 a 2 5 a 2009 66 86ª 9 15 a 2010 149 171 b 26 31 b 2011 295 329 c 57 62 c 2012 500 543 a 101 100 a a verif...

AI summary Figure 4.2 presents cumulative savings targets and results from 2008 to 2012, showing that actual results exceeded targets in most years, with verified results noted by superscripts.

4.2 Level of Spending p. p. 0
4.2 Level of Spending [51 ] In section 6.2 of its evidence, ENSC identified the guiding principles observed in preparing the 2012 DSM Plan. The first two state: Meet IRP Targets: ENSC's primary goal is to meet IRP targets as a whole, both...

AI summary The document discusses ENSC's approach to meeting IRP targets through demand-side management programs, emphasizing the need to minimize program costs while achieving both short-term and long-term energy and demand savings goals.

Figure 4.1 DSM Targets 2008-2015 (from 2009 IRP Update)12 p. p. 0
Figure 4.1 DSM Targets 2008-2015 (from 2009 IRP Update)12 Year Incremental Demand Savings (MW) Cumulative Demand Savings (MW) Incremental Energy Savings (GWh) Cumulative Energy Savings (GWh) Incremental Program Cost (S millions) Cumulative...

AI summary Figure 4.1 provides a summary of DSM targets and results from 2008 to 2015, as outlined in the 2009 Integrated Resource Plan (IRP) Update. It shows incremental and cumulative demand and energy savings, along with program costs. The table indicates that actual results often exceeded the IRP targets, particularly in energy and demand savings.

[57] Further, Mr. Whalen recommends: p. p. 0
[57] Further, Mr. Whalen recommends: ... that ENSC adjust its plan to provide energy savings from its programs that are at least equal to the 2011 plan. Such an approach sustains the momentum of the 2011 plan and makes the achievement of t...

AI summary Mr. Whalen recommends ENSC adjust its plan to match the 2011 energy savings target, increasing 2012 spending to $53.4 million and achieving 158.6 GWh savings. He argues maintaining this target sustains momentum toward 2013 goals and aligns with TRC/PAC economics, emphasizing ENSC's feasibility claims.

[65] In its Closing Submission of May 13, 2011, ENSC stated: p. p. 0
[65] In its Closing Submission of May 13, 2011, ENSC stated: With respect to the proposed budget for the 2012 DSM Plan of $43.7M - a modest increase over the 2011 DSM Plan budget of $41.9M - ENSC submits that there is insufficient evidence...

AI summary ENSC argues against increasing the 2012 DSM Plan budget to $53.4M or $58M, stating the existing plan already exceeds 2009 IRP energy savings targets. It contends there is insufficient evidence to justify higher expenditures, citing concerns about front-loading savings, viewing IRP targets as a 'floor', and potential regressive impacts on contractors and future program scaling.

4.2.1 Findings p. p. 0
4.2.1 Findings - [71] The Board understands that the targets for energy and demand savings are considered to be aggressive when compared to other jurisdictions; however, these targets and associated investments were established early in th...

AI summary The Board acknowledges the aggressive DSM targets set in the IRP and notes that NSPI met them successfully. ENSC, as the new administrator, faces challenges in meeting these targets. The Board approves the 2012 DSM investment of $43.7 million, allowing ENSC flexibility and including savings from non-program initiatives.

4.3 Cost Allocation p. p. 0
4.3 Cost Allocation [76] Avon recommended the Board reduce the costs directly assigned to the large industrial class from $1.473 Million to $1.01 Million. In its Closing Submission Avon stated: The 2012 program costs that have been assigne...

AI summary Avon recommended reducing costs assigned to large industrial customers, citing a lack of evidence supporting their participation in energy efficiency programs. The CA argued that cost allocation for enabling strategies should be revised, as current methods are inequitable and fail to reflect the cross-class impact of benefits, with residential ratepayers disproportionately bearing the cost.

4.3.1 Findings p. p. 0
4.3.1 Findings [78] With respect to the submission of the CA, the current cost allocation was the subject matter of a Settlement Agreement in the 2010 DSM proceeding. That Settlement Agreement, approved by the Board, calls for a review of...

AI summary The Board found that the current cost allocation, as established in a 2010 Settlement Agreement, should remain unchanged for the 2012 DSM Plan. A full review of cost allocation is scheduled for 2013, and the Board does not support ad hoc changes. The Administrator's cost allocations are accepted, with a true-up mechanism in place to address any concerns.

4.4 Bill Impacts p. p. 0
4.4 Bill Impacts [79] In his direct evidence on behalf of Board Counsel, Mr. Woolf discussed the need to establish key principles regarding how to quantify bill and rate impacts due to increasing DSM budgets in order that these rate and bi...

AI summary The text discusses the principles for quantifying bill and rate impacts from increasing DSM budgets, emphasizing the need to evaluate these impacts on participants, non-participants, and all customers. The Province recommends ENSC consult with NSPI and the PWDG to develop principles for incorporating these impacts into DSM plan filings.

4.4.1 Findings p. p. 0
4.4.1 Findings [81] The Board is persuaded that there is a need to have better information on rate and bill impacts in future proceedings and directs ENSC to undertake the necessary consultation with a view to providing enhanced informatio...

AI summary The Board recognizes the need for better information on rate and bill impacts in future proceedings and directs ENSC to consult and provide enhanced information as suggested by Mr. Woolf in connection with the 2013 DSM Plan.

5.1 Total Resource Cost ("TRC") p. p. 0
5.1 Total Resource Cost ("TRC") [82] ENSC's application proposes to use the TRC test at the program level and not at the measure level starting in 2012: ENSC is proposing that the TRC test for the 2012 DSM Plan be applied at the program le...

AI summary ENSC proposes applying the Total Resource Cost (TRC) test at the program level rather than the measure level for the 2012 DSM Plan. This would allow consideration of strategic and long-term benefits beyond TRC. While some support this approach, concerns are raised about the TRC test's limitations, particularly in not fully quantifying non-energy benefits.

5.2 Free Ridership and Spillover p. p. 0
5.2 Free Ridership and Spillover [89] The Board in its Decision on the 2011 DSM Plan considered free ridership and spillover and directed that: [31] The Board has reviewed the recommendations of a number of the parties and agrees that furt...

AI summary The document discusses the Board's consideration of free ridership and spillover in the context of the 2011 DSM Plan. It notes that the Board directed ENS to develop an approach to address these factors, and that NMR evaluated free ridership and spillover using survey results and calculated net-to-gross ratios for each program.

Table>2-1:2010 Energy &Demand Net;.,to-Gross Ratios p. p. 0
Table>2-1:2010 Energy &Demand Net;.,to-Gross Ratios Program Net-to-Gross Ratio Efficient Products -RetaiL eFLs 133% EfficientProducts ~Retail 'ixtures, Controls & Appliances 44% Efficient Products -Retail: Appliance R.etirement&Replacement...

AI summary The table provides net-to-gross ratios for various energy efficiency programs in Nova Scotia, showing the effectiveness of each program in reducing energy demand relative to the total energy saved. Ratios range from 44% to 133%, with some programs having incomplete data.

5.3 Pilot Programs p. p. 0
5.3 Pilot Programs [97] ENSC's Application included three pilot projects: Residential Fuel Substitution; Clean Nova Scotia Green School; and Nova Scotia Home Builders Association Eco Home. [98] The Dunsky report explained the development a...

AI summary ENSC's Application includes three pilot programs: Residential Fuel Substitution, Clean Nova Scotia Green School, and Nova Scotia Home Builders Association Eco Home. Each pilot includes implementation approaches, expected results, and recommendations. The Green Schools program aims to reduce energy use by 10-15%, while the Eco Home Pilot offers incentives for energy-efficient construction.

5.3.1 Findings p. p. 0
5.3.1 Findings [101] The Board has considered the three pilot projects proposed by ENSC. There appears to be general support for these projects with which the Board agrees. [102] The Board expects ENSC to implement these projects in 2011 a...

AI summary The Board has reviewed and generally supported three pilot projects proposed by ENSC, expecting their implementation in 2011 and future updates from ENSC.

5.4 Reporting of Energy and Demand Savings p. p. 0
5.4 Reporting of Energy and Demand Savings [103] The Application notes that the proposed target for the 2012 DSM Plan includes savings for ELI projects of 80 GWh in energy and 12 MW in demand. The proposed savings from the adoption of ener...

AI summary The Application outlines the 2012 DSM Plan's proposed energy and demand savings targets, including 80 GWh in energy and 12 MW in demand from ELI projects, and 10 GWh in energy and 2.7 MW in demand from energy efficiency codes and standards. ENSC reports energy savings from ELI projects and code adoption, beyond traditional DSM programs.

5.1.1 Extra-Large Industrial Projects p. p. 0
5.1.1 Extra-Large Industrial Projects ELI customers completed efficiency projects in 2009 and 2010. The resulting energy and demand savings contribute to the IRP targets and are reported in this filing because they are incremental to custo...

AI summary ELI customers completed efficiency projects in 2009 and 2010, contributing to IRP targets. The estimated savings are 80 GWh and 12 MW, based on preliminary investigations by third-party specialists. These projects will be evaluated in 2011, and any variances will be reported in the 2013 DSM Plan filing.

5.1.2 Adoption of Energy-Efficiency Codes and Standards p. p. 0
5.1.2 Adoption of Energy-Efficiency Codes and Standards In this filing, ENSC has reported energy savings attributed to the adoption of codes and standards from two sources: a new residential energy code and a new federal standard for gener...

AI summary ENSC reports energy savings from new residential and federal lighting standards, and plans to include NSPI initiatives in future DSM Plans. ENSC also proposes supporting new energy codes and standards, including a high-performance T-8 lighting standard and a national commercial building energy code.

[107] Mr. Foote, in his direct evidence, stated that: p. p. 0
[107] Mr. Foote, in his direct evidence, stated that: Any discussion of whether to include non-program standards and at what level should not distract the UARB and stakeholders from the main purpose of this process which is to ensure spend...

AI summary The discussion centers on the inclusion of non-program energy savings in ENSC's planning. EAC opposes including non-program savings due to uncertainty in DSM planning, while others, including Mr. Whalen and Mr. Woolf, support their inclusion as they align with the IRP and help meet environmental targets.

[111] NPB in its Closing Submission stated that: p. p. 0
[111] NPB in its Closing Submission stated that: None of the various consultants who filed testimony in this proceeding were opposed to the inclusion of energy efficiency savings from codes and standards and ELI projects, and the Board's v...

AI summary NPB argues that energy efficiency savings from codes, standards, and ELI projects should be included in DSM plans, supported by the Board's verification consultant, Dr. Peach, who endorsed this approach. NPB requests the Board to confirm this inclusion in its decision for future clarity.

[112] ENSC, in its Reply Submission, further added: p. p. 0
[112] ENSC, in its Reply Submission, further added: Keeping in mind that such additional savings from the ELI sector and Codes & Standards are inherently conservative, ENSC contends that the proposed 2012 DSM Plan providing overall cumulat...

AI summary ENSC argues that the proposed 2012 DSM Plan provides reasonable energy savings with appropriate program investment, while Avon supports the current budget and suggests confirming the inclusion of non-program savings.

5.4.1 Findings p. p. 0
5.4.1 Findings [114] The Board has considered the issue of including non-program savings in the overall cumulative savings planned for 2012. ENSC is proposing to include savings from work already undertaken by the ELI customers and expecte...

AI summary The Board has considered and approved ENSC's proposed savings targets for 2012, including non-program contributions from ELI customers and codes and standards, despite concerns about potential delays in implementation.

5.5 Integrated Multi-Fuels Mandate p. p. 0
5.5 Integrated Multi-Fuels Mandate [117] ENSC noted that the Province is in the process of changing its mandate and future responsibilities: With the expectation that ENSC will obtain a multi-fuels mandate in time for integration with 2012...

AI summary The document discusses ENSC's transition to an integrated multi-fuels mandate, aiming to streamline processes and reduce costs while avoiding cross-subsidization. Concerns are raised about shared services, cost allocation, and the need for a robust method to separate costs per fuel. ENSC plans to submit its reorganization plan for the Board's approval in the fall of 2011.

[123] The Province, in its Closing Submission, noted that: p. p. 0
[123] The Province, in its Closing Submission, noted that: NSDOE recommends that the Board direct ENSC to develop a clear methodology for tracking costs associated with electricity DSM program and energy efficiency programs related to the...

AI summary The Province recommends that the Board direct ENSC to develop a methodology for tracking costs associated with electricity DSM and energy efficiency programs involving other fuels. It also suggests establishing a code of conduct to track time spent on these matters to prevent ratepayer subsidization.

[124] ENSC, in its Closing Submission, further added that: p. p. 0
[124] ENSC, in its Closing Submission, further added that: ENSC is fully committed to ensuring that no cross-subsidization occurs of non-electricity efficiency programs from approved DSM funds. In addition to confirmation of the segregated...

AI summary ENSC commits to preventing cross-subsidization of non-electricity efficiency programs from approved DSM funds and seeks expert assistance to develop a transparent allocation methodology for shared expenses.

5.6 Multi Year Performance Based Model ("PBM") p. p. 0
5.6 Multi Year Performance Based Model ("PBM") [127] ENSC seeks Board approval to engage stakeholders to assess the use of a Performance Based Model ("PBM") for future submissions to the Board. ENSC stated that: Under such a multi-year, pe...

AI summary ENSC seeks Board approval to engage stakeholders in assessing a multi-year, performance-based model (PBM) for future submissions. The model would shift regulatory oversight from preapproving annual DSM plans to approving overall investments and savings targets, followed by performance review and validation.

[128] The Dunsky report noted that: p. p. 0
[128] The Dunsky report noted that: The move to a performance-based model would provide ENSC with increased flexibility to adjust and adapt its plans as needed, as situations arise and as feedback comes in. Furthermore, an oversight model...

AI summary The Dunsky report supports moving to a performance-based model (PBM) for DSM programs, citing increased flexibility and reduced regulatory burden. ENSC seeks Board approval to consult stakeholders on this approach. The Province and EAC also support the PBM discussion, emphasizing benefits for low-income rate-payers and program outreach. Board Counsel questioned the need for Board approval before consultation.

5.6.1 Findings p. p. 0
5.6.1 Findings [134] ENSC suggests exploration of a PBM with stakeholders for future approval by the Board. The Board noted its concerns during the hearing and ENSC elaborated on the issue in its closing submission. [135] Based on this, th...

AI summary ENSC proposes exploring a Performance-Based Model (PBM) with stakeholders for future Board approval. The Board expressed concerns during the hearing, but has no objection to ENSC discussing the PBM with stakeholders.

6.0 ROLE OF PROGRAM DEVELOPMENT WORKING GROUP p. p. 0
6.0 ROLE OF PROGRAM DEVELOPMENT WORKING GROUP [136] On March 5, 2008, NSPI and most of the Intervenors in the 2009 DSM proceeding signed a Settlement Agreement ("SA") and filed that agreement with the Board as part of an amended DSM Plan....

AI summary The Program Development Working Group (PDWG) was established in 2008 under a Settlement Agreement to support the implementation of 2008 and 2009 Demand Side Management (DSM) programs. The PDWG included representatives from NSPI, Conserve Nova Scotia, the Board, and stakeholders. The group continued until the transition to the new administrator, ENSC, was complete in late 2010.

[138] In its Application, ENSC stated: p. p. 0
[138] In its Application, ENSC stated: The Program Development Working Group (PDWG), established during NSPl's tenure as interim DSM Administrator, has advised ENSC during the transition from NSPI to ENSC and during the preparation of the...

AI summary ENSC emphasizes the continued value of the Program Development Working Group (PDWG) in advising on DSM programs and stakeholder consultation. The PDWG has supported ENSC during the transition from NSPI and in preparing the 2012 DSM Plan. There was little discussion of the PDWG during the hearing, and no intervenor opposed ENSC's proposal to continue its role in 2011.

6.1 Findings p. p. 0
6.1 Findings [140] The Board recognizes the valuable contributions made by the PDWG while NSPI served as the interim DSM Administrator and also during the transition process from NSPI to ENSC as the new DSM Administrator. The Board accepts...

AI summary The Board acknowledges the contributions of the PDWG during NSPI's interim role as DSM Administrator and during the transition to ENSC. It accepts ENSC's proposal to continue PDWG's role while engaging broader stakeholders, and directs ENSC to file the results as part of its 2013 DSM Plan.

7.0 PROGRAM MONITORING p. p. 0
7.0 PROGRAM MONITORING [141] During the hearing, several comments were made regarding the aggressive DSM targets facing ENSC and its ability to meet these significant challenges. In his opening statement, Mr. Crandlemire said: Nova Scotian...

AI summary The hearing addressed the challenges faced by Efficiency Nova Scotia Corporation (ENSC) in meeting aggressive Demand Side Management (DSM) targets. ENSC has increased its staff to 45 to achieve significant electricity savings goals, including 234-million kilowatt hours of savings for Nova Scotians.

[142] In response to questions from EAC, Mr. Crandlemire stated: p. p. 0
[142] In response to questions from EAC, Mr. Crandlemire stated: In terms of level of effort on DSM, the 2011 targets are approximately double the 2010 targets. I can assure you that Efficiency Nova Scotia has got its foot on the gas pedal...

AI summary Mr. Crandlemire emphasized that Efficiency Nova Scotia is working aggressively to meet the 2011 DSM targets, which are approximately double the 2010 targets, and expressed no intention to slow down in the near future.

[143] Board Counsel questioned ENSC on whether the targets were achievable: p. p. 0
[143] Board Counsel questioned ENSC on whether the targets were achievable: MR. OUTHOUSE: I guess, Mr. Faulkner, going forward these numbers on the face of them give me some concern that you can achieve the targets that you have projected...

AI summary Board Counsel questioned ENSC on the achievability of its energy efficiency targets, with ENSC expressing confidence despite the challenges. The CA and NPB raised concerns about the significant increase in 2012 DSM spending and ENSC's early stage of development as a new entity.

7.1 Findings p. p. 0
7.1 Findings [147] The Board notes that while ENSC stated it has the "gas pedal hard to the floor going full out" in order to achieve targeted savings, Mr. Crandlemire has also indicated that the targets are achievable. He has not suggeste...

AI summary The Board acknowledges ENSC's commitment to achieving energy savings targets but notes concerns raised by parties. To address these concerns, the Board requires ENSC to meet quarterly with Board Staff and Consultants to review program implementation and progress toward energy savings.

8.0 ECOLOGY ACTION CENTRE REQUEST FOR COSTS p. p. 0
8.0 ECOLOGY ACTION CENTRE REQUEST FOR COSTS [149] In its Final Submission, EAC stated: - 1. It is submitted that the EAC acted responsibly and prudently as an intervener in these hearings. The interventions have been novel and brought a di...

AI summary The Ecology Action Centre (EAC) requested reimbursement for costs incurred during its participation in the hearings related to the 2012 DSM plan. EAC emphasized its responsible and prudent behavior as an intervener and highlighted the contribution of its arguments to the understanding of customer issues. ENSC requested a Bill of Costs after the hearing, and the Board reserved jurisdiction to determine costs if EAC and ENSC cannot agree.

9.0 SUMMARY OF BOARD FINDINGS p. p. 0
9.0 SUMMARY OF BOARD FINDINGS [153] The Board accepts the 2010 DSM Plan evaluation and verification, with the qualification made in the SVS for a 10% reduction for the Efficient Products-Direct Install program. [154] The Board understands...

AI summary The Board accepts the 2010 DSM Plan evaluation with modifications, approves the 2012 investment in DSM programs, and directs ENSC to address data systems, cost allocations, and stakeholder engagement. The Board also requires ENSC to complete a free ridership study and develop policy for tracking costs across mandates.

IR-1 to IR-10 issued by Avon Group06612 3/17/2011 3 passages
1 2010 NSUARB-E-ENSC-R-I0
1 2010 NSUARB-E-ENSC-R-I0 2 3 REVIEW NOVA SCOTIA UTILITY AND BOARD 4 THE IN MATTER Public Utilities Act, OF: The R.S.N.S. 1989, c.380 as amended 5 6 IN THE Electricity MATTER OF: An Application to Approve Efficiency Nova Scotia Corporation...

AI summary The document outlines information requests related to Efficiency Nova Scotia Corporation's 2012 Demand Side Management (DSM) Plan, including questions about the IRP DSM Assumptions, reconciliation of short-term and long-term targets, ranking of guiding principles, and program measures for commercial and industrial programs.

1207.vl
1207.vl 1 2 (b) Please have identify any measures for the Commercial and Industrial Programs which been added to or deleted from the measures filed in the 2011 Plan. 3 Request IR-3 4 5 Reference: TRC test be Exhibit applied at E-1, p.17, s...

AI summary The text outlines several requests related to the 2011 and 2012 Demand Side Management (DSM) Plans, including identifying changes to measures, elaborating on strategic benefits, and providing variance analyses for program expenditures. These requests are part of a regulatory proceeding involving Efficiency Nova Scotia Corporation (ENSC).

30 Reference: 2012 DSM Plan (E-ENSC-R-I0), Exhibit E-l, Appendix B, Table 2:
30 Reference: 2012 DSM Plan (E-ENSC-R-I0), Exhibit E-l, Appendix B, Table 2: 1 2 3 (a) of Provide a breakdown new construction versus retrofit in the Prescriptive Rebate program for Large Industrial Customers (if the new construction and r...

AI summary The text outlines requests for detailed breakdowns and clarifications regarding the 2012 DSM Plan, specifically concerning the Prescriptive Rebate and C&I Custom programs for Large Industrial Customers, including distinctions between new construction and retrofit categories, and the definitions of 'Whole Building' and 'Core Performance' paths.

IR-1 to IR-11 issued by NPB06611 3/17/2011 1 passage
INFORMATION REQUESTS to ENSC from NewPage and Bowater Mersey NON-CONFIDENTIAL
INFORMATION REQUESTS to ENSC from NewPage and Bowater Mersey NON-CONFIDENTIAL 1 Request IR-1 2 Reference: ENSC Evidence, page 16, lines 25-26. "Both of these changes are 3 incremental to the electrical load forecast in the 2009 IRP Update....

AI summary The document outlines three information requests from NewPage and Bowater Mersey to ENSC. It asks for load forecasts from the 2009 IRP Update, estimates of energy savings from LED street light conversions, and details on DSM screening tests and measures in the 2012 Plan that do not meet the TRC test.

IR-1 to IR-13 issued by Tim Woolf, Synapse Energy Economics, Inc. (Board Counsel Consultant)06609 3/17/2011 18 passages
NOVA SCOTIA UTILITY AND REVIEW BOARD p. p. 7
NOVA SCOTIA UTILITY AND REVIEW BOARD IN THE MATTER OF: THE PUBLIC UTILITIES ACT -and- IN THE MATTER OF: AN APPLICATION by Efficiency Nova Scotia Corporation ("ENSe") for approval of 2012 Electricity Demand Side Management ("DSM") Plan for...

AI summary Efficiency Nova Scotia Corporation (ENSe) seeks approval for its 2012 Electricity Demand Side Management (DSM) Plan under the Public Utilities Act. The application focuses on energy efficiency initiatives to manage electricity demand.

Request IR-3 p. p. 7
Request IR-3 - Please provide any analyses that ENSC or NSPI have performed to indicate the short- - medium- or long-term rate impacts of the 2012 DSM programs. Please provide any and all documentation of such analyses.

AI summary Request IR-3 seeks analyses from ENSC and NSPI on the short-, medium-, and long-term rate impacts of the 2012 DSM programs, asking for all relevant documentation to assess these impacts.

Request IR-4 p. p. 7
Request IR-4 - Please provide any analyses that ENSC or NSPI have performed to indicate the short- - medium- or long-term bill impacts of the 2012 DSM programs. Please provide any and all - documentation of such analyses.

AI summary The request asks ENSC and NSPI to provide analyses on the short-, medium-, and long-term bill impacts of the 2012 DSM programs, including all related documentation.

Request IR-5 p. p. 7
Request IR-5 - With respect to page 23, paragraph 2, please provide any assessment you have of the - extent to which the energy efficiency savings in the 2012 DSM Plan will help contribute to - the objective outlined in Nova Scotia's Envir...

AI summary The text outlines multiple requests (IR-5 to IR-11) directed at Efficiency Nova Scotia Corporation (ENSC), seeking data on energy efficiency savings, customer participation rates in the 2012 DSM Plan, analysis of IRP targets, chart data, and evaluation of an alternative ramp-up schedule. Requests focus on greenhouse gas emission reductions, program metrics, and feasibility assessments.

Request IR-12 p. p. 7
Request IR-12 - With respect to Appendix C, page 27, paragraph 2, please present a three-year projection of - IRP DSM savings targets as an illustration of likely future targets for ENSC, in the same way - that this was done for past DSM p...

AI summary Request IR-12 seeks a three-year projection of IRP DSM savings targets for ENSC, mirroring past DSM plan formats. This aims to illustrate potential future targets for Efficiency Nova Scotia Corporation.

ABSTRACT p. p. 7
ABSTRACT As interest in increasing the scale of electric energy efficiency programs grows, one question is whether such programs can achieve and sustain high levels of impact. Another question is how the unit cost of saved energy (eSE) for...

AI summary The analysis examines the scalability of electric energy efficiency programs, focusing on sustaining high savings and the unit cost of saved energy (eSE). Data show some utilities maintain high savings over years, while eSE may decrease with scale due to innovation and economies of scale. The study highlights factors influencing eSE fluctuations as programs expand.

Tahie 1 E . xampes I 0 fH·IgJhAnnualEIect·ric Energy SaVlngs ReaI·lZed throug:hDSM p. p. 7
Tahie 1 E . xampes I 0 fH·IgJhAnnualEIect·ric Energy SaVlngs ReaI·lZed throug:hDSM Jurisdiction or Entity Annual Savings (Percent) Year(s) Source Interstate Power & Light (MN) 3.0 2001 Garvey, E. 2007. "Minnesota's Demand Efficiency Progra...

AI summary The text presents a table of annual electric energy savings realized through demand-side management (DSM) programs in various jurisdictions and entities across the United States. The data shows the percentage of annual savings achieved and the years they were recorded, with sources cited for each entry. The text also mentions that seven cases of sustained energy savings over multiple years were identified and presented in subsequent tables.

2. Examples of Hi~h DSM Performance (Part 1) Table p. p. 7
2. Examples of Hi~h DSM Performance (Part 1) Table Mass. W. Mass. Electric SMUD Electric 1991 1.0% 0.7% 1.6% 1992 0.7% 1.3% 1.0% 1993 0.7% 1.1% 1.3% 1994 1.0% 1.9% 0.8% 1995 1.0% 1.6% 0.7% 1996 0.9% 0.9% 0.8% 1997 1.0% 0.4% 1.0% 1998 0.8%...

AI summary The table presents examples of high demand-side management (DSM) performance from 1991 to 2000, comparing percentages across Massachusetts, Western Massachusetts, and SMUD. The data highlights variations in DSM performance over time in these regions.

able 3. Examples of Hi~h DSM Performance (Part 2) T p. p. 7
able 3. Examples of Hi~h DSM Performance (Part 2) T Efficiency Interstate Power & CT IOUs Vermont Light SDG&E 2000 0.9% 0.4% 0.8% 2001 1.1% 0.7% 3.0% 1.2% 2002 0.9% 0.8% 2.5% 1.2% 2003 0.4% 1.0% 2.7% 0.7% 2004 1.0% 0.9% 2.6% 1.3% 2005 1.1%...

AI summary Table 3 presents examples of high DSM (Demand Side Management) performance from 2000 to 2007, comparing efficiency rates across different entities including CT IOUs, Vermont, Interstate Power & Light, and SDG&E. The data highlights varying performance levels over time, with some entities showing significant improvements in energy efficiency.

The Conservation Supply Curve p. p. 7
supply curve for saved energy" is theoretically appealing. It reflects a logical order of prioritization of opportunities. Why would someone implement a high cost measure but not a lower cost measure? There is no question that CSC analysis...

AI summary The Conservation Supply Curve (CSC) is a useful tool for comparing energy efficiency measures but has limitations. It excludes advanced technologies and implies a bias against demand-side resources in long-term modeling. Program costs may differ from technology-based CSE due to factors like administration and verification expenses.

Historical Trends in Program CSE p. pp. 7-10
Historical Trends in Program CSE We analyzed several comprehensive energy efficiency programs in varying regions in order to explore the empirical relationship between program CSE and program scale. In this investigation, we collected and...

AI summary The analysis examines historical trends in Program CSE by evaluating over 160 energy efficiency programs across regions, focusing on expenditures, costs, and savings. Data was sourced from utility reports and regulators, with emphasis on the uncertainty of savings estimates despite regular impact evaluations. The study includes programs beyond those achieving 1% sales savings.

References p. p. 10
- [CT ECMB] Connecticut Energy Conservation Management Board. 2007. Energy Efficiency Investing in Connecticut's Future: Report of the Energy Conservation Management Board Year 2006 Programs and Operations. - CT ECMB. 2006. Energy Efficien...

AI summary The document references energy efficiency programs and reports from Connecticut's Energy Conservation Management Board (CT ECMB), the U.S. Department of Energy (DOE), and Efficiency Vermont. It cites annual reports, the National Action Plan for Energy Efficiency (NAPEE), and data sources like EIA-861. These materials provide historical context on energy efficiency initiatives and resource assessments.

The Costs of Increasing Electricity Savings through Utility Efficiency Programs: Evidence from US Experience p. p. 10
The Costs of Increasing Electricity Savings through Utility Efficiency Programs: Evidence from US Experience Kenji Takahashi and David A. Nichols Synapse Energy Economics, Inc.

AI summary This paper examines the costs associated with increasing electricity savings through utility efficiency programs, drawing on evidence from U.S. experiences. It is authored by Kenji Takahashi and David A. Nichols of Synapse Energy Economics, Inc., and is relevant to Nova Scotia's regulatory proceedings on energy efficiency.

Abstract p. p. 10
Abstract Interest in increasing the scale of electric energy efficiency programs is growing in the US. Funded through utility surcharges or tariffs, these programs use information and financial incentives to induce adoption of energy effic...

AI summary The text discusses the sustainability of high savings in US energy efficiency programs and the decrease in unit cost of saved energy (CSE) with program scale. It references data showing sustained savings and statistical analysis indicating lower CSE as programs grow, updating prior findings from a 2008 study.

The Conservation Supply Curve p. p. 19
but routinely include hydrocarbon reserves that are described as "undiscovered," "possible," or "prospective."[5] This appears to be a bias against demand-side resources in long-term energy modeling. A recent study of CSCs that had been pr...

AI summary The text discusses limitations in the Conservation Supply Curve (CSC) approach, including the static assumptions about technology and the potential bias against demand-side resources in long-term energy modeling. It also highlights how energy efficiency program costs can differ from the CSC curve due to various factors.

Table 1. Slope of Regression of Utility Cost of Saved Energy vs. Incremental Annual Savings as Percentage of Sales. p. p. 22
Table 1. Slope of Regression of Utility Cost of Saved Energy vs. Incremental Annual Savings as Percentage of Sales. Data Coefficient R-square CT IOUs 2000-2005 -1073 0.462 MA IOUs 2003-2006 -1798 0.834 Efficiency Vermont 2000-2007 -659 0.5...

AI summary The text discusses the slope of regression of utility cost of saved energy versus incremental annual savings and projected lifetime savings, presenting data from various utilities and regions. It highlights analysis conducted on residential energy efficiency programs and includes coefficients and R-square values for multiple datasets.

Conclusion p. p. 24
he amount of efficiency savings increases. We also observed that every case. This is a preliminary analysis that we expect to extend in several directions. Possibilities for further research include: - Adding data for additional utilities...

AI summary The text discusses a preliminary analysis of efficiency savings and outlines several directions for further research, including expanding data sets, investigating program costs, and analyzing synergistic effects. It emphasizes the importance of verifying data accuracy and exploring administrative and marketing cost impacts.

References used for Figure 2 and 3 and Table 1 • 4. p. p. 24
References used for Figure 2 and 3 and Table 1 • 4. - [9] [CEC] California Energy Commission. 2008. Data File for Energy Savings and Program Expenditures for Three Investor Owned Utilities for 2000 to 2005. (Unpublished raw data obtained f...

AI summary The document lists references used for figures, tables, and data related to energy efficiency and demand-side management programs. It includes data from various organizations such as the California Energy Commission, Connecticut Energy Conservation Management Board, and others, covering reports and energy efficiency program portfolios.

IR-1 to IR-31 issued by Mel Whalen, Multeese Consulting Inc. (Board Counsel Consultant)06607 3/17/2011 7 passages
NOVA SCOTIA UTILITY AND REVIEW BOARD
NOVA SCOTIA UTILITY AND REVIEW BOARD IN THE MATTER OF: THE PUBLIC UTILITIES ACT -and- IN THE MATTER OF: AN APPLICATION by Efficiency Nova Scotia Corporation ("ENSC") for approval of 2012 Electricity Demand Side Management ("DSM") Plan for...

AI summary Efficiency Nova Scotia Corporation (ENSC) seeks approval for its 2012 Electricity Demand Side Management (DSM) Plan under the Public Utilities Act. The proceeding involves regulatory review of ENSC's proposed energy efficiency initiatives.

Request IR-1: With respect to page 1, lines 25 - 26, please provide a copy of ENSC's "comprehensive policy framework". Request IR-2 With respect to page 8, lines 3-4, please provide the adjustments made to Appendix B of the Board's August 4, 2009 Decision to arrive at the 88.13 Gwh and the $22.56 million. Request IR-3 With respect to Figure 2.4 on page 9, please add a column to show the amounts approved by the Board in its August 4, 2009 Decision and comment on any significant differences between the amounts approved and the amounts actually spent. Request IR-4 With respect to Figure 5.1 on page 14, a) Please confirm that if the overachievements from 2008-09, contributions from the Extra Large Industrials, and Codes and Standards are excluded, the incremental savings for 2012 are 124.1 Gwh, with an associated investment of $43.7 million, for an average first year cost of $352/Mwh. b) Please confirm that the 2011 DSM Plan as approved by the Board has savings of 158.5 Gwh with an associated investment of $41.9 million, for an average first year cost of $264/Mwh. c) If a) and b) are confirmed, please explain why ENSC feels it is appropriate to plan 2012 to have energy savings from ENSC investments that are lower than in 2011. d) If a) and b) are confirmed, please comment on why the cost of the 2012 DSM is expected to be so much higher on a $/Mwh basis. e) Assuming energy savings from ENSC investment to be 124.1 Gwh, as proposed, please discuss options to lower the 2012 DSM $/Mwh costs and the implications of each strategy. f) If a) and b) are confirmed, please provide Figure 5.1 where energy savings from ENSC investments are equal to the 2011 energy savings energy savings from ENSC investments are 10% greater than the 2011
Request IR-1: With respect to page 1, lines 25 - 26, please provide a copy of ENSC's "comprehensive policy framework". Request IR-2 With respect to page 8, lines 3-4, please provide the adjustments made to Appendix B of the Board's August...

AI summary The document outlines four regulatory requests related to ENSC's policy framework, adjustments to past decisions, data comparisons in figures, and cost analysis of DSM plans. It seeks clarification on energy savings, investment costs, and rationale for 2012 planning differences compared to 2011.

Request IR-5 With respect to Figure 5.1, a) If the annual avoided energy and avoided capacity costs used in the development of the TRC's and PAC's are different from those used to assess the 2011 DSM Plan, Please provide them. Please provide the date of the most recent update. Please confirm that the avoided costs currently being used were derived using the same methodology as was used to develop the avoided costs for the 2011 DSM programs. If not, please provide the new derivation. b) Please confirm that avoided costs are being applied in the same manner as in 2011. c) Please provide the derivation of the TRC and PAC results for two of the measures in the Efficient Products program that have different life expectancies. Request IR-6 With respect to Figure 5.1, Note e, please provide the derivation of the "historic savings" of 10 Gwh associated with the adoption of Codes and Standards. Request IR-7 With respect to page 15, line 17, please provide the basis for concluding that the industrial projects "were not included in the 2009 IRP Update" and reconcile it to the statement in Note 13 that "All DSM is assumed to be included in the projection used in the 2009 IRP". Request IR-8 With respect to page 15, lines 19 - 23, a) Please provide the "preliminary investigation" provided to ENSC by a third-party specialist. b) Please provide the qualifications of the third-party specialist to complete this work. Request IR-9 With respect to page 16, line 25, please provide the basis on which ENSC concludes that
Request IR-5 With respect to Figure 5.1, a) If the annual avoided energy and avoided capacity costs used in the development of the TRC's and PAC's are different from those used to assess the 2011 DSM Plan, Please provide them. Please provi...

AI summary The document contains regulatory requests (IR-5 to IR-10) seeking clarifications on avoided costs methodology, historical savings derivation, IRP inclusion of industrial projects, third-party investigations, and load forecast assumptions. Key topics include demand-side management (DSM), integrated resource planning (IRP), forecasting methodologies, and evidence requirements.

Request IR-20
Request IR-20 - With respect to Appendix A, page 14, line 23 - a) Please explain why the Home Energy Report is proposed as a stand-alone program, as opposed to being included as a measure in other programs such as the Existing Houses progr...

AI summary The request seeks clarification on the Home Energy Report's standalone status, evaluation of its savings, and sustainability of behavior-based energy savings. It questions why the report isn't integrated into other programs, how savings are verified, and the long-term effectiveness of behavior-focused measures.

Request IR-21
Request IR-21 - With respect to Appendix A, page 17, lines 5 7, - a) Please provide examples of "new program titles" that are currently being considered. - b) If transition to the new titles begins in 2011, why are they not being adopted c...

AI summary Request IR-21 seeks clarification on proposed 'new program titles' under Appendix A, page 17, lines 5-7. It questions why transition to these titles began in 2011 but full adoption was delayed until 2013, and why they are absent from the 2012 plan.

Request IR-24
Request IR-24 - With respect to Figure 1 on page 4 of Appendix C - a) Please provide the derivation of the "current goals" line. - b) Please explain "eligible demand", - c) How does eligible demand change if DSM savings from sources other...

AI summary The request seeks clarification on Figure 1 in Appendix C, focusing on the derivation of 'current goals,' the definition of 'eligible demand,' and the impact of including non-ENSC DSM savings on eligible demand calculations.

Request IR-25
Request IR-25 With respect to Appendix C, page 14, paragraph 5 and the Energy Star example provided, a) Is it possible to estimate the degree to which the brand may be promoted by the appliance that does not of itself appear to pass the TR...

AI summary The text contains several requests related to energy efficiency programs, specifically concerning the Total Resource Cost (TRC) test, its application, and its usage in different jurisdictions. The requests also involve providing data on renewable energy standards and a referenced paper.

IR-1 to IR-43 issued by Ecology Action Centre06613 3/17/2011 9 passages
Section 1
2011 NSUARB-E- ENSC- R-10 NOVA SCOTIA UTILITY AND REVIEW BOARD IN THE MATTER OF: THE PUBLIC UTILITIES ACT -and- IN THE MATTER OF: AN APPLICATION by Efficiency Nova Scotia Corporation ("ENSC") for approval of 2012 Electricity Demand Side Ma...

AI summary Efficiency Nova Scotia Corporation (ENSC) seeks approval for its 2012 DSM Plan, highlighting 80 GWh and 20 MW energy savings from ELI customers (2009-2010) that contribute to IRP targets. The request asks about ELI savings inclusion, stakeholder notifications, and meetings between ENSC and ELI. Savings estimates are preliminary and subject to 2011 evaluation.

Section 3
e provide information and clarification with regards to how ENSC will pursue mid-course adjustments to DSM and how this relates to ENSC interests in performance-based accountability and regulation. IR 5: Please provide detailed reasons abo...

AI summary The document discusses ENSC's mid-course adjustments to its DSM Plan and the reasons for differences in investment levels compared to previous IRPs. It also asks about the energy savings achievable if the IRP budget for DSM is fully spent and whether ENSC anticipates start-up costs in 2012.

13
13 2012 Investment ($ Million) Lifetime Benefits ($ Million) Incremental Annual Net Energy Savings @ Generator (GWh) Incremental Annual Net Demand Savings @ Generator (MW) Total Resource Cost Test (TRC) Program Administrator Cost Test (PAC...

AI summary The table presents investment and benefits data for various demand-side management (DSM) programs in Nova Scotia from 2012, including residential, commercial, and industrial initiatives. It highlights energy savings, demand savings, and associated costs for each program category.

Section 5
15 IR 9: Please confirm that 4 million will be spent on enabling strategies. Please explain 16 why enabling strategies are important to the future success of ENSC DSM programs in 17 Nova Scotia. 18 19 IR 10: Please confirm that the Home En...

AI summary The text contains a series of inquiries regarding ENSC's DSM programs, including funding for enabling strategies, the effectiveness of the Home Energy Report, baseline assumptions for energy savings, and comparisons between residential and commercial/industrial program budgets and savings projections.

Section 6
his relates to annual DSM planning. Please also provide a comparison of under/over achievement of cumulative savings vs. planning for annual savings, specific to the 2012 annual savings projections. IR 18: Should over achievement in a prio...

AI summary The text discusses annual DSM planning, specifically focusing on the 2012 annual savings projections and the evaluation of over/under achievement. It also addresses changes to DSM screening and their impact on programming evaluation procedures at ENSC. Questions are raised about the achievability of energy savings, the cost of procurement, and the need for a presentation on the 2012 DSM Plan.

Section 7
2012. - IR 22: Please produce the entire presentation given to stakeholders on January 7, 2011 - by Stu Slote from Navigant Consulting entitled 'ENSC 2012 DSM Plan: Programs - Outline". - IR 23: Does ENSC consider the preliminary budget /...

AI summary The document contains a series of requests for information regarding ENSC's 2012 DSM Plan, including the presentation given to stakeholders, the realism of energy savings projections, alternative savings strategies if ELI savings were unavailable, and the role of the IRP in shaping DSM decisions. References to the IRP 2007 are included, emphasizing low-cost programs and long-term success in energy efficiency.

Section 9
pilot project relates to provincial government policy initiatives such as the Natural Resources Strategy and other planned utilization of biomass in the province (i.e. Renewable Electricity Plan). ENSC is discussing a mandate for DSM progr...

AI summary The document discusses ENSC's mandate expansion to manage DSM programs for other fuel types, including the need for harmonization with electricity programs. It references ongoing negotiations with the provincial government and the potential impact on the DSM 2012 plan. A multi-year performance framework is proposed, inspired by practices in Vermont.

Section 11
home heating (4.4). Custom C&I: Segments to be targeted in 2012 may include grocery stores, schools, large multi-family buildings, military and the high-tech industry, among others. (p.22 of 43) IR 37: Please explain what incentive levels...

AI summary The document discusses energy efficiency initiatives targeting custom commercial and industrial (C&I) segments, including grocery stores, and outlines plans for emerging technologies and codes. It includes questions from intervenors regarding incentive levels, strategic direction, and stakeholder engagement in energy efficiency efforts.

Section 12
elop and enforce new codes and standards in the residential and commercial/industrial sectors, and what opportunities (beside those already identified) ENSC foresees as potential areas of interest. On May 19, 2010, a one-day session was or...

AI summary The document discusses a session held in 2010 to evaluate free ridership and spillover effects in Nova Scotia's demand-side management (DSM) programs. ENSC aims to refine evaluation methods as programs evolve, and the UARB and other stakeholders were involved in the process. Questions are raised about ENSC's protocols and considerations for free-ridership in their 2012 savings estimates.

IR-1 to IR-55 issued by Consumer Advocate06610 3/17/2011 14 passages
Consumer Advocate Information Requests to ENSC
Consumer Advocate Information Requests to ENSC NON-CONFIDENTIAL 1 Request IR-7: 2 3 Please describe any new efforts planned to attract participants to the low-income programs in the 2012 DSM Plan. 4 5 Request IR-8: 6 7 8 9 Please provide a...

AI summary The document outlines several information requests from the Consumer Advocate to ENSC, focusing on low-income participation in the 2012 DSM Plan, energy savings estimates, barriers for renters, and studies on savings attributed to past Codes and Standards.

Preamble
Date Filed: March 17, 2011 CA (ENSC) Page 2 of 13 relevant code or standard. IN THE MATTER OF: Efficiency Nova Scotia Corporation Application for Approval of its Electricity Demand Side Management Plan for 2012 Consumer Advocate Informatio...

AI summary The document outlines an application by Efficiency Nova Scotia Corporation for approval of its 2012 Electricity Demand Side Management Plan, alongside consumer advocate information requests to ENSC.

1 Request IR-19:
1 Request IR-19: 2 3 4 What barriers to participation in Commercial and Institutional Programs were identified and what steps were developed for the 2012 DSM Plan to increase participation by non participants? 5 6 Request IR-20: 7 8 9 What...

AI summary The document outlines several requests related to the 2012 DSM Plan, including barriers to participation in Commercial and Institutional Programs, the use of savings from non-administrator programs, the lifespan of program savings, the preliminary allocation of DSM Program costs, and the provision of spreadsheets in operable format.

Request IR-25:
Request IR-25: At p. 14 of the Dunsky report, Appendix C, the consultant opines that "with any diversified business, different products can play different roles in a portfolio approach: some are 'profit centers', generating strong gains on...

AI summary Request IR-25 seeks definitions of 'profit center,' 'loss leader,' and 'game-changer' in the context of Demand Side Management (DSM), explores whether selling below short-run marginal cost aligns with neo-classical welfare, and asks about prioritizing spending on DSM program categories.

Request IR-33:
Request IR-33: How should ratepayer money be spent to achieve equity in DSM programming?

AI summary The proceeding seeks to determine how ratepayer funds should be allocated to ensure equity in Demand Side Management (DSM) programs, focusing on affordability and cost recovery mechanisms.

Request IR-34:
Request IR-34: - Please provide a copy of the contract between VEIC and the Vermont Public Service Board - for performance-based DSM services, as well as any Board order or other documents - establishing and applying the performance-based...

AI summary Request IR-34 seeks documents related to a performance-based DSM contract between VEIC and the Vermont Public Service Board, including any Board orders establishing the performance-based approach for demand-side management services.

Request IR-35:
Request IR-35: - Please identify all other North American jurisdictions besides Vermont in which DSM is - provided by a program administrator under a performance-based contract, describing the - performance requirements, and referencing so...

AI summary Request IR-35 seeks information on North American jurisdictions outside Vermont where demand-side management (DSM) is administered via performance-based contracts, including performance requirements and documentation sources.

Request IR-37:
Request IR-37: - Aside from overall cost-effectiveness of the contractor's DSM energy and demand results at - the end of a performance contract period, what if any other standards should a performance- - based contract contain as a conditi...

AI summary Request IR-37 inquires about additional standards beyond overall cost-effectiveness that should be included in performance-based contracts for DSM energy and demand results, specifically regarding conditions for full payment, incentives, or contract extensions.

Request IR-38:
Request IR-38: - For each program in the proposed suite of 2012 programs, please list the market barriers or - imperfections that impede customers from adopting the program's efficiency measures on - their own, and explain how the proposed...

AI summary Request IR-38 seeks detailed analysis of market barriers preventing customer adoption of 2012 efficiency programs and pilots, requiring explanations of how each program addresses these barriers. The request involves Efficiency Nova Scotia Corporation (ENSC) and Demand Side Management (DSM) initiatives.

Request IR-43:
Request IR-43: - With respect to Appendix A, Section 4.3, is it fair to say that objective of the innovative financing strategy is not merely to develop innovative financing that will increase participation in DSM programs, but also to dev...

AI summary Request IR-43 questions whether the innovative financing strategy's objective includes expanding customer choice in energy efficiency measures beyond current markets. Request IR-44 seeks spreadsheet data from the Dunsky report's Appendix C for illustrative funding paths. The proceeding involves ENSC's 2012 DSM plan approval.

Section 34
responded that they would probably convert their systems would in fact do so. Consumer Advocate Information Requests to ENSC

AI summary The text references a response regarding the conversion of systems and mentions consumer advocate information requests directed to Efficiency Nova Scotia Corporation (ENSC).

NON-CONFIDENTIAL
NON-CONFIDENTIAL 1 Request IR-50: 2 3 With respect to the fuel substitution pilot, described in Appendix D, charts 13 and 14 4 (incentive levels), the report appears to show that all but three of the measures are proposed 5 to have incenti...

AI summary The text includes several requests related to energy efficiency programs. It questions the impact of long payback periods on customer participation, asks about the average maximum payback period for residential customers, inquires about ENSC's definition of success in its DSM programming, and asks about recommendations from Dunsky's report that have not been adopted by ENSC.

Request IR-55:
Request IR-55: Please describe (in absolute or relevant terms) the different cost or savings impacts of DSM programming in the short term and in the long term on three types of residential customers: (a) those who can and do participate an...

AI summary The request asks for an analysis of the short-term and long-term cost and savings impacts of Demand Side Management (DSM) programming on three types of residential customers. It specifies timeframes before and after the simple payback period and requests detailed explanations and considerations for adjustments based on customer savings opportunities, copayments, and rates.

1
1 Impacts → Combined dollar impacts of program-participation savings and allocated charges for DSM generally, not counting customer contribution Combined dollar impacts of program-participation savings and allocated charges for DSM general...

AI summary The text includes a table discussing the combined dollar impacts of program-participation savings and allocated charges for DSM, as well as contact information for John Merrick, Q.C., a consumer advocate.

05676Hearing Order 11/4/2010 2 passages
IN THE MATTER OF THE PUBLIC UTILITIES ACT
IN THE MATTER OF THE PUBLIC UTILITIES ACT - and- IN THE MATTER OF AN APPLICATION by EFFICIENCY NOVA SCOTIA CORPORATION for Approval of its Electricity Demand Side Management Plan for 2012 BEFORE: Peter W. Gurnham, Q.C., Chair

AI summary The document outlines a regulatory proceeding under the Public Utilities Act involving Efficiency Nova Scotia Corporation's application for approval of its 2012 Electricity Demand Side Management Plan. The proceeding is before Peter W. Gurnham, Q.C., Chair, focusing on the corporation's proposal for energy efficiency initiatives.

ORDER
ORDER IT IS ORDERED that a hearing respecting an application by Efficiency Nova Scotia Corporation ("ENSC") for approval of its Electricity Demand Side Management Plan for 2012 be conducted by the Nova Scotia Utility and Review Board ("Boa...

AI summary The Nova Scotia Utility and Review Board has ordered a hearing for Efficiency Nova Scotia Corporation's 2012 Electricity Demand Side Management Plan. The hearing will take place in Halifax on April 18, 2011, with a detailed timetable provided for various procedural steps.

05677Notice of Hearing 11/4/2010 1 passage
NOVA SCOTIA'S ELECTRICITY DEMAND SIDE MANAGEMENT PLAN FOR 2012
NOVA SCOTIA'S ELECTRICITY DEMAND SIDE MANAGEMENT PLAN FOR 2012 Notice is hereby given that the Nova Scotia Utility and Review Board ("the Board") will conduct a hearing respecting an application by Efficiency Nova Scotia Corporation for ap...

AI summary The Nova Scotia Utility and Review Board will hold a hearing to approve Efficiency Nova Scotia Corporation's 2012 Electricity Demand Side Management Plan. The process includes a consultative phase, evidence filing deadlines, and opportunities for public participation through written comments or presentations. The hearing will occur on April 18, 2011, with specific procedures for formal standing and witness cross-examination.

05841Participants' List 1 passage
ELECTRICITY DEMAND SIDE MANAGEMENT PLAN FOR 2012
ELECTRICITY DEMAND SIDE MANAGEMENT PLAN FOR 2012

AI summary The document outlines Nova Scotia's 2012 Electricity Demand Side Management Plan, focusing on strategies to manage electricity demand through efficiency programs, cost recovery mechanisms, and stakeholder engagement. Key themes include program implementation, regulatory compliance, and performance metrics.

06563Preliminary Issues List 3/7/2011 2 passages
THE MATTER OF THE PUBLIC UTILITIES ACT p. p. 0
THE MATTER OF THE PUBLIC UTILITIES ACT - and - IN THE MATTER OF AN APPLICATION by EFFICIENCY NOVA SCOTIA CORPORATION for Approval of its Electricity Demand Side Management Plan for 2012

AI summary The document outlines a regulatory proceeding under the Public Utilities Act, involving Efficiency Nova Scotia Corporation's application for approval of its 2012 Electricity Demand Side Management Plan. The matter pertains to energy efficiency initiatives and regulatory oversight of utility programs.

PRELIMINARY ISSUES LIST p. p. 0
PRELIMINARY ISSUES LIST The following issues will be dealt with in the public hearing on Efficiency Nova Scotia's ("ENS") Application for approval of its electricity Demand Side Management ("DSM") Plan for 2012: - 1. Evaluation and verific...

AI summary The document outlines preliminary issues for a public hearing on Efficiency Nova Scotia's 2012 DSM Plan application, including evaluation of past programs, TRC test criteria, free ridership approaches, pilot programs (fuel substitution, green schools, advanced houses), reporting methods, and administrative models.

06564Final Issues List 3/21/2011 2 passages
Nova Scotia Utility and Review Board IN THE MATTER OF THE PUBLIC UTILITIES ACT p. p. 0
Nova Scotia Utility and Review Board IN THE MATTER OF THE PUBLIC UTILITIES ACT - and- IN THE MATTER OF AN APPLICATION by EFFICIENCY NOVA SCOTIA CORPORATION for Approval of its Electricity Demand Side Management Plan for 2012

AI summary The Nova Scotia Utility and Review Board is considering an application by Efficiency Nova Scotia Corporation for approval of its 2012 Electricity Demand Side Management Plan under the Public Utilities Act. The proceeding involves regulatory review of the plan's alignment with energy efficiency goals.

FINAL ISSUES LIST p. p. 0
FINAL ISSUES LIST The following issues will be dealt with in the public hearing on Efficiency Nova Scotia's ("ENS") Application for approval of its electricity Demand Side Management ("DSM") Plan for 2012: - 1. Evaluation and verification...

AI summary The Final Issues List outlines key topics for the public hearing on Efficiency Nova Scotia's 2012 DSM Plan, including evaluation of past programs, proposed plan details, TRC test effectiveness, free ridership, pilot programs, reporting methods, and administrative approaches.

06797Undertaking U-2 4/21/2011 1 passage
Undertaking U-2
Undertaking U-2 Provide the calculations supporting the rate impact of the 2012 DSM plan on Ell customers, assuming the plan is at the 158.5 Gwh level as proposed by Multeese. Response U-2: The calculation is as follows: From Table 1 of Ap...

AI summary The response calculates the rate impact of the 2012 DSM plan on ELI customers, showing a net cost of -$0.5 million after adjusting for fuel savings. It uses data from Appendix B (revised April 14) and Exhibit E-12, scaling program costs and applying a 20% allocation for ELI customers based on NSPI sales.

06798Undertaking U-3 4/21/2011 1 passage
Undertaking U-3
Undertaking U-3 Provide calculations similar to those in U-2 for other classes. Response U-3: The response to this Undertaking was initially filed on April 21 as Exhibit MCI-U3. This exhibit has been expanded to show the analysis on an inc...

AI summary Undertaking U-3 requests calculations similar to U-2 for other classes. The response includes an expanded exhibit (MCI-U3) analyzing energy savings from $53.4M spending ($158.5 GWh) and incremental analysis of an additional $9.7M for 34.4 GWh savings relative to ENSC's DSM Plan.

06934EAC Final Submission 5/13/2011 7 passages
An Application by Efficiency Nova Scotia Corporation for Approval of its Electricity Demand Side Management Plan for 2012 p. p. 1
An Application by Efficiency Nova Scotia Corporation for Approval of its Electricity Demand Side Management Plan for 2012 Submitted By: Brennan Vogel (BES, MA) Energy & Climate Change Coordinator Ecology Action Centre Halifax, NS May 13, 2...

AI summary Efficiency Nova Scotia Corporation seeks regulatory approval for its 2012 Electricity Demand Side Management Plan. The application, submitted by Brennan Vogel of the Ecology Action Centre, is addressed to the Nova Scotia Utility and Review Board.

Summary p. pp. 1-5
Summary - 1. The Ecology Action Centre (EAC) supports the move towards a performance based approach at Efficiency NS and the efforts to provide more versatile energy efficiency programs for Low-Income rate-payers in the 2012 DSM plan. As w...

AI summary The Ecology Action Centre (EAC) supports a performance-based approach for Efficiency NS, emphasizing low-income program versatility and outreach education. DSM is highlighted as critical for reducing electricity demand and meeting renewable/emissions goals. EAC argues that rate increases are driven by NSPI's depreciation, capital costs, and coal fuel prices, not DSM, which has a marginal impact (<2% of proposed 9% residential increases).

p. 316-318 p. pp. 6-14
p. 316-318 DR. PEACH : …The one area that I do have some concern, and this may be somewhat outside of what I"m supposed to say so if you I"ll be subject to direction here, is that I could wish that, as Mel Whalen has put in his testimony,...

AI summary Dr. Peach expresses concern about maintaining consistent in-house DSM efforts, warning that fluctuating contractor engagement could disrupt programs. He suggests spreading DSM activities over three cycles rather than consolidating them in one year, emphasizing the need for balance to ensure stakeholder satisfaction while supporting continued investment in DSM.

Rate Impacts p. pp. 14-19
Rate Impacts 1. There is no formal process to properly assess the rate and bill impacts of DSM in Nova Scotia. However as the analysis provided by Mel Whalen and Tim Woolf suggests, and as the IRP identified, DSM is the most cost-effective...

AI summary The text highlights the absence of a formal process to assess DSM rate impacts in Nova Scotia, despite DSM being identified as the most cost-effective resource. Experts like Mel Whalen and Tim Woolf emphasize the need for detailed, long-term analysis of rate impacts on both participants and non-participants, challenging the use of rate impacts to limit energy efficiency budgets.

The Inclusion of Reasonable Information in Board Regulatory Processes p. pp. 19-20
The Inclusion of Reasonable Information in Board Regulatory Processes - 1. The EAC takes special note of the objection raised by the Chair at the closing of hearing with respect to Mr. Outhouse"s question to Mel Whelan requesting a compari...

AI summary The EAC defends the inclusion of stakeholder session information in Board hearings, countering the Chair's objection that it could hinder future stakeholder discussions. The EAC argues that such transparency is legitimate, citing past practices and the need to address DSM budget changes, while noting the Chair excluded EAC from commenting on the matter.

Cost Recovery for Participation p. pp. 20-21
Cost Recovery for Participation - 1. It is submitted that the EAC acted responsibly and prudently as an intervener in these hearings. The interventions have been novel and brought a different perspective to the proceedings. As such, it is...

AI summary The Ecology Action Centre (EAC) requests cost recovery for its participation in hearings related to the 2012 DSM plan, arguing its intervention was responsible and constructive. The Board's precedent allows non-profit interveners to recover reasonable costs, emphasizing prudence and contribution to proceedings. The EAC cites this precedent to justify its application for reimbursement.

Ecology Action Centre p. p. 21
Ecology Action Centre The Ecology Action Centre (EAC) has acted as a leading voice for Nova Scotia's environment for over 40 years. The EAC was voted #1 Activist Organization by readers of The Coast magazine for six years running. Since 19...

AI summary The Ecology Action Centre (EAC) is a Nova Scotia environmental organization advocating for sustainability, energy equity, and low-income energy access. It references the 2011 UARB DSM Plan review process, emphasizing evidence-based submissions to support its positions on energy policy and affordability.

06935NPB Final Submission 5/13/2011 5 passages
BEFORE THE NOVA SCOTIA UTILITY AND REVIEW BOARD
BEFORE THE NOVA SCOTIA UTILITY AND REVIEW BOARD IN THE MATTER OF: ) The Public Utilities Act, R.S.N.S. 1989, ) c. ) 380, as amended ) – and – IN THE MATTER OF: An Application by Efficiency Nova Scotia Corporation for Approval of its Electr...

AI summary A written submission by NewPage Port Hawkesbury Corp. and Bowater Mersey Paper Company Ltd. relates to Efficiency Nova Scotia Corporation's application for approval of its 2012 Electricity Demand Side Management Plan under the Public Utilities Act.

Introduction
Introduction On February 28, 2011, Efficiency Nova Scotia Corporation ("ENSC") filed its 2012 DSM Evidence and Plan with the Nova Scotia Utility and Review Board (the "Board"). Please accept the following written submission on behalf of Ne...

AI summary ENSC submitted its 2012 DSM Plan with a $43.7M budget and 233.6 GWh savings target. NPB argues the Board should reject proposals to increase DSM spending, citing short-term rate impacts and issues with Mr. Whalen's responses to Undertakings 2 and 3, while acknowledging ENSC's balanced approach to DSM targets.

1. ENSC's PROPOSED 2012 DSM BUDGET SHOULD NOT BE INCREASED
revenues basis. As Mr. Whalen notes in his testimony, ENSC's proposed plan for 2012 will result in cumulative energy savings of 541 GWh, which is above the IRP target of 500 GWh for 2012. 5 ENSC's plan meets its savings targets in part by...

AI summary ENSC's 2012 DSM budget proposal aims to meet energy savings targets through conservative estimates and excludes certain projects. The plan projects 541 GWh savings, exceeding the IRP target, but uses lower estimates for code/standard savings and ELI customer projects. ENSC maintains the budget remains unchanged even if federal lamp standards are delayed.

2. ASSESSMENT OF RATE IMPACTS AND MR. WHALEN'S ANALYSIS
the regions energy needs, but at a somewhat higher price for each kilowatt hour. 26 Ex. E-17, page 1, 3 rd paragraph. _ & lt;sup>25 Ibid, page 2, lines 22-26. In putting forward recommendations to further increase the level of DSM spending...

AI summary The text critiques Mr. Whalen's analysis of DSM spending increases, noting he omitted detailed rate impact assessments for 2012. His 'back-of-the-envelope' calculations were deemed inadequate, with subsequent undertakings revealing flaws in his analysis. The lack of cross-examination on these responses is highlighted as a concern.

Conclusion
Conclusion For the reasons set out in this Submission, NPB respectfully submits that the Board should reject any recommendations that would require ENSC to further increase the proposed DSM spending levels as part of its 2012 DSM Plan. NPB...

AI summary NPB submits that the Board should reject recommendations to increase ENSC's 2012 DSM Plan spending, citing the plan's collaborative development and support for its budgeted expenditures. The submission emphasizes alignment with ENSC's approach and concludes with the filing date of May 13, 2011.

06951ENSC Closing Submission 5/13/2011 13 passages
Efficiency Nova Scotia Corporation
Efficiency Nova Scotia Corporation IN THE MATTER OF The Public Utilities Act , R.S.N.S. 1989, c.380, as amended. - and - IN THE MATTER OF An Application to Approve Efficiency Nova Scotia Corporation's Electricity Demand Side Management (DS...

AI summary The document outlines an application to approve Efficiency Nova Scotia Corporation's 2012 Electricity Demand Side Management (DSM) Plan under the Public Utilities Act.

Closing Submission of ENSC As DSM Administrator
Closing Submission of ENSC As DSM Administrator May 13, 2011

AI summary The document is the closing submission by ENSC as the Demand Side Management (DSM) Administrator in a regulatory proceeding dated May 13, 2011. No further details or arguments are provided in the text.

Section 4
2 In this proceeding, Efficiency Nova Scotia Corporation (ENSC) has filed detailed 3 Evidence and seeks UARB approval for the proposed Electricity Demand Side 4 Management Plan for 2012 (the 2012 DSM Plan). 5 The proposed 2012 DSM Plan – t...

AI summary Efficiency Nova Scotia Corporation (ENSC) has filed evidence seeking approval for the 2012 DSM Plan, emphasizing collaboration, stakeholder consultation, and the plan's goal of exceeding energy savings targets. The plan is the first submitted by ENSC as the new DSM Administrator and highlights continued success and innovation in energy efficiency.

1 Hearing Transcript, April 19, 2011, Page 401, Line 9.
1 Hearing Transcript, April 19, 2011, Page 401, Line 9. 1 Evaluation and verification of the success of the 2010 DSM Plan has been positively 2 received and is not being challenged by any stakeholder. As part of the recognized cycle 3 of c...

AI summary The 2010 DSM Plan evaluation and verification have been positively received and are not being challenged. ENSC is committed to implementing recommendations for improvement and requests Board approval of the 2012 DSM Plan and acceptance of the evaluation reports.

Preamble
DATE FILED: May 13, 2011 Page 2 of 14 Exhibit [E-2], 2010 DSM Evaluation Reports – Final Report, February 28, 2011 [NMR Group]. 3 Exhibit [E-3], 2010 Savings Verification Study, March 2011 [H. Gil Peach & Associates]. 4 Exhibit [E-3], Supr...

AI summary The 2010 DSM savings have been evaluated and verified, with no challenges from stakeholders. ENSC is committed to continuous improvement in DSM program design and requests the Board to confirm acceptance of the 2010 results.

1 3.1 The 2012 Plan Strikes the Right Balance of Energy Savings & Expenditures
1 3.1 The 2012 Plan Strikes the Right Balance of Energy Savings & Expenditures As noted in the Reply Evidence filed by ENSC on April 13, 2011, 6 2 ENSC has given 3 extensive consideration to various options regarding the appropriate level...

AI summary ENSC argues the 2012 DSM Plan meets IRP energy savings targets while reducing expenditures by $17M compared to the IRP's original $61M budget. The plan incorporates verified non-program savings from ELI projects and Codes/Standards, exceeding incremental and cumulative targets.

10 3.2 Enabling Strategies
10 3.2 Enabling Strategies 11 ENSC submits that there is broad support for the suite of new and expanded Enabling Strategies, as outlined in detail in Appendix A to the Evidence.13 12 The expert evidence 13 before the Board supports approv...

AI summary ENSC asserts broad support for new Enabling Strategies, citing stakeholder consultation and best practices. It claims cost allocation follows UARB's approved methodology. The text references energy savings estimates from NPPH and EPS/Canada, with ENSC adjusting figures in the 2012 DSM Plan.

1 3.3 Participation of Renters and Low Income Households
1 3.3 Participation of Renters and Low Income Households - 2 ENSC submits the record is clear that it is committed to improving the participation in - 3 DSM programs by renters and low income households. 14 - 4 ENSC is aware of the concern...

AI summary ENSC asserts its commitment to enhancing participation in DSM programs for renters and low-income households, acknowledging transparency concerns and pledging to track and report energy savings achieved by these groups.

15 4. TRC TEST SHOULD BE APPROVED AT PROGRAM LEVEL
15 4. TRC TEST SHOULD BE APPROVED AT PROGRAM LEVEL - ENSC submits that all experts before the Board agree with the Evidence and justification - filed by ENSC supporting the request to apply the TRC screening test at the program - level, an...

AI summary ENSC argues that all experts agree with their evidence supporting the TRC screening test at the program level and reporting PAC test results. No stakeholders opposed the change, and the 2012 DSM Plan is broadly supported for its cost-effectiveness and customer benefits.

15 6. PDWG AND STAKEHOLDER CONSULTATION
15 6. PDWG AND STAKEHOLDER CONSULTATION 16 ENSC is committed to broad, transparent and effective stakeholder consultation and 17 input. ENSC is pleased with the support noted by various stakeholders of its transparent and collaborative con...

AI summary ENSC emphasizes its commitment to transparent stakeholder consultation, supported by evidence from Synapse Energy Economics highlighting the cost-effectiveness of its efficiency programs. The 2012 DSM Plan is noted for its collaborative development with stakeholders.

1 ENSC sees continued value and support in having the PDWG continue throughout 2011,
19 See, for example, Exhibit [E-12], Supra Note 8, Page 3, Lines 5-6. 20 Exhibit [E-1], Supra Note 7, Page 29. 21 Exhibit [E-12], Supra Note 8, Page 2, Lines 26-28. 1 ENSC sees continued value and support in having the PDWG continue throug...

AI summary ENSC supports continuing the PDWG throughout 2011 and proposes a multi-year performance-driven regulatory model. ENSC seeks approval from the UARB and the Board to assess options for implementing this model. Board Counsel Mel Whalen shows tacit agreement, subject to legislative confirmation. The Board Chair raises questions about the Public Utilities Act's compatibility with performance-based regulation.

1 Rather, the intent and focus of ENSC to consider options for change to the existing
1 Rather, the intent and focus of ENSC to consider options for change to the existing 2 regulatory framework, which is focused on annual pre-approval of one-year DSM plans, 3 are the possible advantages and efficiencies available to all st...

AI summary ENSC is proposing a shift from the current annual pre-approval model for DSM plans to a multi-year, performance-driven regulatory framework. This change is supported by the ENSC Act, which allows the UARB to approve multi-year frameworks. ENSC argues that this approach would improve economic efficiencies and reduce administrative burdens.

9 8. CONCLUSION
9 8. CONCLUSION 10 The 2012 DSM Plan continues to build on Nova Scotia's achievements in energy 11 efficiency while setting a path for long-term success, and should be approved. 12 The 2012 DSM Plan addresses the directives and recommendat...

AI summary The 2012 DSM Plan is recommended for approval as it aligns with UARB directives, incorporates stakeholder feedback, and balances cost-effective energy savings. The Board is advised against increasing ENSC's budget for the plan at this time, emphasizing stakeholder support and financial responsibility.

06952Avon Group Closing Submission 5/13/2011 4 passages
Delivered by E-mail p. p. 0
Delivered by E-mail Nancy McNeil Regulatory Affairs Officer/Clerk Nova Scotia Utility and Review Board 3rd Floor 1601 Lower Water Street PO Box 1692 Unit "M" Halifax NS B3J 3S3 Dear Ms. McNeil: Re: Efficiency Nova Scotia DSM Plan 2012 - E-...

AI summary The Avon Group submits comments on Efficiency Nova Scotia's 2012 DSM Plan, acknowledging stakeholder consultations but raising concerns about program budget allocation and inclusion of non-program savings. The submission references Matter No. M03669 and emphasizes the need for transparency in resource distribution.

OVERALL BUDGET p. p. 0
OVERALL BUDGET The Avon Group is supportive of the overall program budget as filed with its recognition of non customer-funded program savings from Codes and Standards and the extra large industrial class. The overall program budget for 20...

AI summary The Avon Group supports the 2012 program budget, noting its marginal increase from 2011 and exceeding 2009 IRP savings targets. The 2012 DSM Plan achieves higher energy and demand savings than IRP targets, with savings from non-customer-funded sources like codes and standards.

" Large Industrial Customers p. p. 0
r programs (subject to audit) were approximately $528,000 in 2010 compared to the forecasted expenditures of $800,000 plus ENSC start-up and transition costs of $41,000 which had not been budgeted. The 2012 program costs that have been ass...

AI summary The text details program cost allocations for large industrial customers in Nova Scotia, highlighting discrepancies between 2010 actual costs ($528,000) and 2012 forecasts ($800,000). It outlines three program categories (Prescriptive Rebate, Custom, Enabling Strategies) and explains ENSC's method for estimating new construction costs (20% of total, ~$295,000) based on 2010 data. ENSC faced scrutiny over cost assignment justifications.

• Enabling Strategies p. p. 0
• Enabling Strategies The allocation of Enabling Strategies is a matter of concern for the Consumer Advocate which represents the residential class. The allocation of Enabling Strategies by ENSC was consistent with the Board's decision las...

AI summary The Consumer Advocate raises concerns about the allocation of Enabling Strategies by ENSC, arguing it should be revisited due to increased costs and program expansion. ENSC's allocation aligns with the Board's prior methodology for Education and Outreach costs. The Avon Group and Mr. Whalen suggest deferring reallocation discussions until the 2013 review or settlement negotiations.

06953NSDOE/NSE Closing Submission 5/13/2011 8 passages
Via Email p. p. 0
Via Email Nancy MacNeil Regulatory Affairs Officer/Clerk Nova Scotia Utility and Review Board 3rd Floor - 1601 Lower Water Street Summit Place Halifax, NS B3J 3P6 Dear Ms. MacNeil: Re: Efficiency Nova Scotia Corporation - Application for A...

AI summary Final submissions are made on behalf of the Nova Scotia Department of Energy (NSDOE) and Nova Scotia Environment (NSE) for the approval of the 2012 Electricity Demand Side Management Plan. Submissions reference testimony from a hearing held on April 19, 2011, and pre-filed evidence.

Proposed 2012 Programs and Expenditures p. p. 0
Proposed 2012 Programs and Expenditures The 2012 DSM plan is the first plan filed by the new administrator of electricity DSM programs for Nova Scotia, Efficiency Nova Scotia Corporation (ENSC). NSDOE echoes the comments of Dr. Peach given...

AI summary The 2012 DSM plan by Efficiency Nova Scotia Corporation (ENSC) expands prior programs approved from 2008–2011, with four key changes: integrating low-income programs, adding a Home Energy Report, reclassifying education/outreach as 'enabling strategies,' and minor name adjustments. NSDOE endorses the plan, citing ENSC's experience and alignment with previous program successes.

Program Energy Savings and Expenditures p. p. 0
Program Energy Savings and Expenditures In its evidence ENSC forecasted its annual energy and demand savings as 233.6GWh and 44MW, respectively. ENSC's proposed investment in its 2012 DSM programs is $43.7million. ENSC's proposed plan for...

AI summary ENSC forecasts 233.6GWh annual energy savings and 44MW demand savings, with a $43.7M investment in 2012 DSM programs. Cumulative savings would exceed IRP targets (541GWh energy, 99.6MW demand) but fall slightly below demand targets. ENSC includes savings from industrial codes and prior program overachievements, reducing 2012 savings to 124.1GWh (energy) and 23.2MW (demand) compared to 2011. ENSC claims this meets IRP targets with investment below the $61M program cost cap.

Savings Verification Study p. p. 0
Savings Verification Study A Savings Verification Study of the DSM's administrator's 2010 Demand Side Management Programs was prepared and filed by H. Jill Peach and Associates as Exhibit E-3. Dr. Peach's Savings Verification Study conclud...

AI summary A Savings Verification Study of the 2010 DSM programs, conducted by H. Jill Peach and Associates, confirms competent administration by the DSM administrator. The study relies on NMR Group Inc.'s evaluation and interviews, recommending acceptance of NMR's energy savings results except for a 10% reduction in efficient products direct install. NSDOE supports this recommendation.

Socket Study/Free Ridership Evaluation p. p. 0
Socket Study/Free Ridership Evaluation NSDOE specifically notes for ENSC's review the recommendation that a Nova Scotia socket study be conducted (Recommendation #5); and the recommendation that the DSM administrator or evaluator should co...

AI summary NSDOE recommends conducting a Nova Scotia socket study and refining free-ridership analysis for DSM programs, emphasizing stakeholder consultation. ENSC plans to evaluate free ridership and spillover effects as programs evolve, endorsed by NSDOE in alignment with the Savings Verification Study's recommendations.

Performance-Based Model p. p. 0
Performance-Based Model NSDOE supports ENSC's proposal to engage the DARB and stakeholders in 2011 to assess the possibility ofadopting a performance based model for the delivery and oversight ofDSM programs. As part of this process, NSDOE...

AI summary NSDOE supports ENSC's proposal to engage DARB and stakeholders in 2011 to assess a performance-based model for DSM programs. NSDOE agrees with the Board Chair to investigate whether the Public Utilities Act permits performance-based oversight of DSM, potentially requiring legislative changes.

Application of TRC test at Program Level p. p. 0
Application of TRC test at Program Level As part of its application, ENSC is proposing that the TRC test for the 2012 DSM Plan be applied at the program level, rather than at the measure level as previously required. The benefits ofsuch an...

AI summary ENSC proposes applying the TRC test to the 2012 DSM Plan at the program level, not the measure level, citing benefits outlined by Mel Whalen. NSDOE supports this approach, emphasizing its advantages over the previous method.

Rate Impacts/Bill Impact Analysis p. p. 0
Rate Impacts/Bill Impact Analysis In his evidence filed on behalf of Board Counsel, Tim Woolf points to the need to establish "key principles regarding how to quantify and assess rate impacts" due to increasing DSM budgets, in order that t...

AI summary The document discusses the need to establish principles for quantifying rate and bill impacts of energy efficiency programs. Tim Woolf emphasizes long-term considerations and program participation levels, while ENSC notes rate impacts from 2012 DSM programs. The Board requests detailed rate impact calculations, and NSDOE advocates for consultations with PDWG and NSPI to assess future DSM expenditures' effects on customers.

06954CA Closing Submission 5/13/2011 4 passages
Re: Electricity Demand Side Management Planfor 2012; NSUARB-ENSC-R-10
Re: Electricity Demand Side Management Planfor 2012; NSUARB-ENSC-R-10 These are the closing submissions of the Consumer Advocate. Although the initial issues list contained a number of elements, the application process has significantly na...

AI summary The Consumer Advocate's closing submissions focus on four key issues: adopting the 2012 DSM budget, fair cost allocation for Enabling Strategies, preventing cross-subsidization for non-electricity DSM activities, and ensuring low-income reporting. These points address budget justification, cost equity, and program accessibility.

REASONS TO ADOPT THE BUDGET AND ENERGY SAVING TARGETS AS FILED
REASONS TO ADOPT THE BUDGET AND ENERGY SAVING TARGETS AS FILED The Consumer Advocate's support for the budget and savings targets contained in the 2012 Plan is based on the following factors. - 1. Since 2008, electricity ratepayers in Nova...

AI summary The Consumer Advocate supports the 2012 DSM budget and energy targets, citing past success, Efficiency Nova Scotia's transitional operations, and the need for cautious spending. While recommending additional DSM spending, Board consultant Mel Whalen's analysis is acknowledged, but the Advocate favors the filed plan to ensure ratepayer confidence during the transition.

EFFICIENCYNOVA SCOTIA ROLE IN NON-ELECTRICITY DSM
EFFICIENCYNOVA SCOTIA ROLE IN NON-ELECTRICITY DSM According to Efficiency Nova Scotia, subsequent to the filing of this application, Efficiency Nova Scotia has been designated by the government as the main administrator for all DSM program...

AI summary Efficiency Nova Scotia (ENSC) has been designated as the administrator for both electricity and non-electricity Demand Side Management (DSM) programs. The Consumer Advocate requests ENSC develop a plan to prevent electricity ratepayers from subsidizing non-electricity DSM activities.

ABILITY OF Low-INCOME HOUSEHOLDS TO ACCESS DSMPROGRAMMING
ABILITY OF Low-INCOME HOUSEHOLDS TO ACCESS DSMPROGRAMMING Efficiency Nova Scotia has expressed a commitment to the principle of broad access to DSM programs. To date, DSM programming has not been successful in providing low-income househol...

AI summary Efficiency Nova Scotia (ENSC) committed to broad access to DSM programs, but past efforts failed to engage low-income households. The Consumer Advocate supported ENSC's plan to track energy savings and expenditures from low-income DSM participation, aligning with Mr. Foote's 2012 Plan benchmarks to build ratepayer confidence and guide future spending.

06957Quetta Closing Submission 5/13/2011 1 passage
Section 1
IN THE MATTER of the PUBLIC UTILITIES ACT RSNS.c380 as amended. IN THE MATTER of AN APPLICATION to Approve Efficiency Nova Scotia Corporation's Electricity Demand Side Management (DSM) Plans for 2012. Closing Submission by QUETTA INC. May...

AI summary The submission highlights the need for Efficiency Nova Scotia to develop a formal Communication Plan to publicize DSM benefits and improve transparency. It references past Commission Rulings and suggests ISO 9000 certification for evaluation processes to ensure consistency. Education and Communication expenses are emphasized as critical for stakeholder engagement.

07013EAC Reply Submission 5/20/2011 7 passages
Reply Submission p. pp. 0-1
Reply Submission In the past, Nova Scotian stakeholders have agreed that DSM is the better ratepayer option to pursue, not only because it offered the least cost procurement option, when compared to supply options, but also because stakeho...

AI summary The document argues that Demand Side Management (DSM) is a cost-effective strategy for Nova Scotia's electricity system, emphasizing its role in reducing fuel and capacity costs. It highlights overachievement of Integrated Resource Plan (IRP) targets, urging increased DSM budgets to capitalize on efficiency opportunities. The Efficiency Nova Scotia Corporation (ENSC) acknowledges potential for more savings with higher funding, while risks of inaction include lost momentum and public trust.

NSDOE & NSE p. pp. 1-2
NSDOE & NSE The EAC notes that the observation made by NSDOE and NSE is the primary matter of disagreement between stakeholders in this matter: After deducting energy and demand savings by others (ELI), and over-achievements from previous...

AI summary The EAC highlights a key disagreement over 2012 DSM program savings (124.IGWh energy, 23.2MW demand) falling short of the 2011 plan's targets (158.5GWh, 30.9MW).

NPB p. pp. 2-4
NPB EAC respectfully objects to the final submission made by NPB that the "Board should reject any recommendations that would require ENSC to further increase the proposed DSM spending levels as part of its 2012 DSM Plan". While the Board...

AI summary EAC objects to NPB's submission opposing increased DSM spending in the 2012 DSM Plan, arguing that DSM's rate impacts are negligible compared to NSPI's fuel costs and other factors. EAC advocates for aggressive DSM implementation as cost-effective and aligned with environmental goals, citing IRP and EGSPA support.

Undertakings of Mel Whalen p. pp. 4-5
Undertakings of Mel Whalen According to EAC's analysis and interpretation of Undertaking 2, the ELI class is actually in a position to benefit by $500,000 in fuel cost savings from a DSM budget of 53.4 million. ELI is expected to pay 2 mil...

AI summary The analysis argues that ELI (a rate class) benefits from DSM budget increases through fuel cost savings and should support expanded DSM programs. It criticizes ELI's opposition to increased DSM ambition, noting they stand to gain from avoided capacity costs and rate stabilization. The text highlights underestimation of benefits in Undertaking 2/3 and calls for equitable program provisions.

ENSC p. pp. 5-8
ENSC The EAC respectfully objects to ENSC's suggestion that 'there is a high level of agreement with respect to the elements of the 2012 DSM Plan' for which ENSC is seeking approval. While the EAC does support the marginal increase in the...

AI summary The EAC objects to ENSC's claim of broad agreement on the 2012 DSM Plan, emphasizing its exclusion from key proceedings and concerns over ENSC's reliance on past ELI savings. It supports increased DSM funding but stresses the need for equitable savings frameworks and proper evaluation of ENSC's program approaches.

CA p. p. 8
CA While EAC supports the CA in its reasonable cautiousness to DSM implementation and rampup, the EAC offers that the CA also may have lost sight of the bigger picture (and perhaps its raison d'être), if it does not support more aggressive...

AI summary EAC acknowledges the CA's cautious approach to DSM implementation but urges more aggressive adoption to counter non-DSM rate drivers affecting consumers. DSM is framed as critical for consumer affordability, environmental performance, and economic benefits across Nova Scotia's electricity sector.

Conclusion p. p. 8
Conclusion Given the context of new global energy and climate realities, the unsustainable structure of the Nova Scotia electricity market and system and the work and the success that has been achieved to date with respect to DSM in Nova S...

AI summary The conclusion advocates maintaining and increasing DSM program savings targets to 2011 levels, citing equity, cost-effectiveness, and environmental benefits. It emphasizes aligning with the IRP compass for rate-payer protection and reducing coal-burning at NSPI. The Board is urged to support DSM as the optimal strategy for the Nova Scotian electricity system.

07014ENSC Reply Submission 5/20/2011 4 passages
May 20, 2011
May 20, 2011 1 1. INTRODUCTION 2 3 In this proceeding, UARB approval is requested for the proposed Electricity Demand 4 Side Management Plan for 2012 (the 2012 DSM Plan). 5 6 ENSC, as DSM Administrator, filed its Closing Submission in this...

AI summary The document outlines the submission of a reply to the Closing Submissions in a proceeding requesting UARB approval for the 2012 DSM Plan. The Consumer Advocate requests a revision to the cost allocation methodology for Enabling Strategies, suggesting a more equitable method based on shared benefits across rate classes. ENSC acknowledges the argument but does not explicitly commit to revising the methodology.

Preamble
DATE FILED: May 20, 2011 Page 1 of 5 1 However, ENSC shares the concern raised by other parties as to the sufficiency of 2 reliable evidence at this time to revisit this issue of cost allocation for multi-sector costs; 3 particularly so wh...

AI summary ENSC acknowledges concerns about the sufficiency of evidence regarding cost allocation for multi-sector DSM programs. It suggests maintaining the existing methodology from the 2012 DSM Plan and deferring discussions on changes until stakeholder consultations for the 2013 DSM Plan.

11 Program Budget for Large Industrial Class
11 Program Budget for Large Industrial Class 12 13 The Avon Group has urged the Board to revisit the issue of proposed program costs for 14 the Large Industrial (LI) class in 2012, and is seeking a reduction in the program costs 15 directl...

AI summary The Avon Group is requesting a reduction in the 2012 DSM Plan program costs for the Large Industrial class from $1.473M to $1.01M. ENSC disagrees, stating that program expenditures and the 'true-up' mechanism are reliable and subject to continuous improvement. ENSC argues that projections must account for market conditions and customer participation, and that the 'true-up' process ensures adjustments based on actual spending.

12 Organizational Studies/ISO 9000
12 Organizational Studies/ISO 9000 13 14 NSDOE supports the recommendation of Dr. Peach for ENSC to consider moving more 15 fully to an "organizational study focus" for 2012, once it has been in operation for a year. 16 17 Quetta suggests...

AI summary The text discusses ENSC's response to recommendations for an 'organizational study focus' and ISO 9000 certification. NSDOE supports Dr. Peach's recommendation for ENSC to shift focus after its first year of DSM operations. Quetta suggests engaging an ISO 9000 specialist, but ENSC argues against immediate action, citing the need for operational experience and ongoing review of 2010 DSM program evaluations.

07015NPB Reply Submission 5/20/2011 2 passages
BEFORE THE NOVA SCOTIA UTILITY AND REVIEW BOARD
BEFORE THE NOVA SCOTIA UTILITY AND REVIEW BOARD IN THE MATTER OF: The Public Utilities Act, R.S.N.S. 1989, c. 380, as amended ) ) ) ) – and – IN THE MATTER OF: An Application by Efficiency Nova Scotia Corporation for Approval of its Electr...

AI summary The document is a reply submission by NewPage Port Hawkesbury Corp. and Bowater Mersey Paper Company Ltd. responding to points raised by the Consumer Advocate and Ecology Action Centre regarding Efficiency Nova Scotia's 2012 Electricity Demand Side Management Plan application.

Ecology Action Centre
Ecology Action Centre 1. The EAC's Final Submission refers at page 3 to the "…last-minute inclusion of 80GW/h of unforeseen savings in the 2012 DSM Plan from ELI" and at page 20 to the "…last minute changes due to unforeseen savings from E...

AI summary The EAC's submission challenges the inclusion of unforeseen savings from ELI in the 2012 DSM Plan and questions the decrease in DSM program budgets. ENSC defends the inclusion of these savings, citing stakeholder input and a conservative estimate. The NPB reiterates that the 2012 DSM Plan meets the IRP's savings targets and that no additional spending is needed for NSPI to meet its renewable or emission targets.

07313Board Order 6/30/2011 4 passages
IN THE MATTER OF THE EFFICIENCY NOVA SCOTIA CORPORATION ACT
IN THE MATTER OF THE EFFICIENCY NOVA SCOTIA CORPORATION ACT - and- IN THE MATTER OF AN APPLICATION by EFFICIENCY NOVA SCOTIA CORPORATION for Approval of its Electricity Demand Side Management Plan for 2012 BEFORE: Peter W. Gurnham, a.c., C...

AI summary The document outlines a regulatory proceeding involving Efficiency Nova Scotia Corporation's application for approval of its 2012 Electricity Demand Side Management Plan. The proceeding is before a panel including Peter W. Gurnham, Kulvinder S. Dhillon, and Roberta J. Clarke.

ORDER
ORDER WHEREAS on February 28, 2011, Efficiency Nova Scotia Corporation ("ENSC") filed an application with the Nova Scotia Utility and Review Board (the "Board") for Approval of its Electricity Demand Side Management Plan for 2012; AND WHER...

AI summary The Nova Scotia Utility and Review Board accepted the 2010 DSM Plan evaluation with a 10% reduction for the Efficient Products-Direct Install program, as qualified in the Savings Verification Study. The Board's decision followed a public hearing on April 18-19, 2011, regarding ENSC's 2012 DSM Plan application.

IT IS FURTHER ORDERED that:
IT IS FURTHER ORDERED that: - 1) The Board approves the proposed 2012 investment of $43.7 million for ratepayer funded DSM programs; - 2) The Board approves the proposed targets including non-program contributions from ELI customers and co...

AI summary The Board approves a 2012 $43.7 million investment for ratepayer-funded DSM programs, sets targets including non-program contributions from ELI customers, and permits ENSC to apply the TRC test at the program level starting January 1, 2012.

IT IS FURTHER ORDERED that:
IT IS FURTHER ORDERED that: - 1) With regard to the SVS, the Board is satisfied that ENSC is reviewing the recommendations and orders ENSC to file its response to the recommendations no later than July 31, 2011, for consideration by the Bo...

AI summary The Board orders ENSC to address SVS recommendations, conduct studies on free ridership and non-electricity programs, enhance rate impact information, and maintain stakeholder engagement. ENSC must also track program progress quarterly and align with the 2013 DSM Plan.

07314Board Decision 6/30/2011 48 passages
IN THE MATTER OF THE EFFICIENCY NOVA SCOTIA CORPORATION ACT p. p. 0
IN THE MATTER OF THE EFFICIENCY NOVA SCOTIA CORPORATION ACT - and- IN THE MATTER OF AN APPLICATION by EFFICIENCY NOVA SCOTIA CORPORATION for Approval of its Electricity Demand Side Management Plan for 2012 BEFORE: Peter W. Gurnham, a.c., C...

AI summary This document outlines a regulatory proceeding involving Efficiency Nova Scotia Corporation's application for approval of its 2012 Electricity Demand Side Management Plan. Key participants include the corporation, consumer advocate, Ecology Action Centre, Nova Scotia Power Inc., Avon Valley Etal., and Halifax Regional Municipality, each represented by legal counsel.

Preamble p. p. 0
- [1] What initiatives should be taken to encourage electricity consumers in Nova Scotia to conserve and efficiently use electrical energy? How should such initiatives be paid for? Who should pay for them? How should the savings be measure...

AI summary The text discusses the importance of demand side management (DSM) in Nova Scotia, outlining its role in conserving energy, reducing infrastructure costs, and meeting environmental goals. It highlights the need for careful planning and funding mechanisms for DSM initiatives and references the 2011 DSM Plan decision by the Nova Scotia Utility and Review Board.

2.0 BACKGROUND p. p. 0
2.0 BACKGROUND [10] Prior to January 26, 2010, the electricity DSM conservation and energy plan for Nova Scotia was administered by NSPI. ENSC was established under the Efficiency Nova Scotia Corporation Act, S.N.S. 2009, c. 3, as amended...

AI summary Prior to January 26, 2010, NSPI administered Nova Scotia's electricity DSM plan. ENS was established under the Efficiency Nova Scotia Corporation Act, S.N.S. 2009, c. 3, as amended, to manage energy conservation and efficiency initiatives.

[11 ] The relevant provisions of the ENSC Act are: p. p. 0
[11 ] The relevant provisions of the ENSC Act are: - 2 The purpose of this Act is to - (a) establish an administrator to manage electricity demand-side management programs in the Province; - (b) establish a fund to be used to defray the co...

AI summary The ENSC Act establishes an administrator for demand-side management (DSM) programs, creates a fund for DSM costs, provides regulatory oversight, and allows the Corporation to engage in energy efficiency initiatives. The Corporation operates not-for-profit, focusing on managing DSM programs and other conservation efforts.

3.0 EVALUATION AND VERIFICATION OF 2010 DSM PLAN p. p. 0
3.0 EVALUATION AND VERIFICATION OF 2010 DSM PLAN

AI summary This section focuses on evaluating and verifying the 2010 Demand Side Management (DSM) Plan, likely assessing its compliance, effectiveness, and alignment with regulatory goals. The analysis may involve reviewing program outcomes, cost recovery, and adherence to efficiency targets.

3.1 Evaluation Report and Savings Verification Study p. p. 0
3.1 Evaluation Report and Savings Verification Study - [17] ENSC reported in its Application (Exhibit E-1, pp. 8-9) that in 2010 the DSM energy savings results had exceeded the target (84.79 GWh v. 81.13 GWh). The demand savings results we...

AI summary ENSC's 2010 DSM program exceeded energy savings targets by 5% (3.84 GWh) but fell short on demand savings (98% of target). Key programs like Efficient Products-Retail and Direct Install exceeded targets significantly, while Low Income Households and New Houses underperformed. NMR's evaluation highlighted data quality challenges, and an SVS was commissioned to verify savings estimates.

[25] The SVS contains two basic findings: p. p. 0
[25] The SVS contains two basic findings: Finding 1: All of the 2010 DSM programs were competently administered by the DSM Administrator. This finding is based on the NMR evaluations, our review of program documentation and tracking databa...

AI summary The SVS identifies two key findings regarding Nova Scotia's 2010 DSM programs: (1) programs were competently administered but require improvements in internal control and free-ridership reduction, and (2) NMR evaluations met industry standards but recommend enhanced electrical measurement and a socket study for future cycles.

[26] The SVS recommended acceptance of: p. p. 0
[26] The SVS recommended acceptance of: ... the NMR evaluation results for ... 2010, except for a ten percent (10%) cut for Efficient Products-Direct Install. .. [Exhibit E-3, p. 6] [27] Additional recommendations were made in the SVS for...

AI summary The SVS recommended accepting NMR evaluation results except for a 10% cut for Efficient Products-Direct Install. It proposed method improvements, with Dr. Peach emphasizing methodology concerns over NMR results and praising DSM program execution. Data tracking issues were noted but deemed improving.

3.1.1 Findings p. p. 0
3.1.1 Findings [38] As pointed out by the CA in examination of both the ENSC panel and Dr. Peach, the evaluation and verification of the DSM program and results are of critical importance to ratepayers. It is the means by which ratepayers...

AI summary The Board emphasizes the importance of evaluating DSM programs to ensure ratepayer prudence. It accepts the 2010 DSM Plan evaluation with a 10% reduction for the Efficient Products-Direct Install program. The Province endorses SVS recommendations, and ENSC is ordered to file a response by July 31, 2011. An audit is deferred until the 2013 DSM Plan review.

4.0 PROPOSED 2012 DSM PLAN p. p. 0
4.0 PROPOSED 2012 DSM PLAN

AI summary The document outlines the proposed 2012 Demand Side Management (DSM) plan, which is part of a regulatory proceeding in Nova Scotia. Key entities involved include Nova Scotia Power Inc. (NSPI) and Efficiency Nova Scotia Corporation (ENS). The plan is subject to review by the Nova Scotia Utility and Review Board (Review Board).

4.1 Proposed Plan p. p. 0
4.1 Proposed Plan [43] In its direct evidence, ENSC described the programs proposed for the 2012 DSM Plan: Programs for the proposed 2012 DSM Plan are separated into three categories: - Residential Programs, which include four components:...

AI summary ENSC outlined the proposed 2012 DSM Plan, which includes residential, commercial/industrial, and enabling strategy programs. The plan includes new components such as programs for renters, multi-unit buildings, and low-income households, as well as innovative financing and enhanced outreach strategies. ENSC also stated that the plan aligns with energy saving targets set in the 2007 and 2009 IRPs.

Figure 4.2 Cumulative Savings Targets and Results 2008-2012 p. p. 0
Figure 4.2 Cumulative Savings Targets and Results 2008-2012 Year IRP Target Result IRP Target Result (GWh) (GWh) (MW) (MW) 2008 16 21 a 2 5 a 2009 66 86ª 9 15 a 2010 149 171 b 26 31 b 2011 295 329 c 57 62 c 2012 500 543 a 101 100 a a verif...

AI summary Figure 4.2 presents cumulative savings targets and results from 2008 to 2012, showing that actual results exceeded targets in most years, with verification notes indicated by superscripts.

4.2 Level of Spending p. p. 0
4.2 Level of Spending [51 ] In section 6.2 of its evidence, ENSC identified the guiding principles observed in preparing the 2012 DSM Plan. The first two state: Meet IRP Targets: ENSC's primary goal is to meet IRP targets as a whole, both...

AI summary ENSC outlines its guiding principles for the 2012 DSM Plan, emphasizing meeting IRP targets and minimizing program costs. Figures 4.1 and 4.2 illustrate DSM targets and cumulative savings results from 2008 to 2012.

Figure 4.1 DSM Targets 2008-2015 (from 2009 IRP Update)12 p. p. 0
Figure 4.1 DSM Targets 2008-2015 (from 2009 IRP Update)12 Year Incremental Demand Savings (MW) Cumulative Demand Savings (MW) Incremental Energy Savings (GWh) Cumulative Energy Savings (GWh) Incremental Program Cost (S millions) Cumulative...

AI summary Figure 4.1 shows DSM targets and achievements from 2008 to 2015, as outlined in the 2009 IRP Update. The table compares incremental and cumulative demand and energy savings, program costs, and IRP targets versus actual results, highlighting the performance of demand-side management programs during this period.

[57] Further, Mr. Whalen recommends: p. p. 0
[57] Further, Mr. Whalen recommends: ... that ENSC adjust its plan to provide energy savings from its programs that are at least equal to the 2011 plan. Such an approach sustains the momentum of the 2011 plan and makes the achievement of t...

AI summary Mr. Whalen recommends ENSC adjust its plan to achieve energy savings equal to the 2011 target, increasing 2012 spending to $53.4M. This would result in incremental savings of 158.6 GWh and 29.4 MW, with cumulative savings of 487.6 GWh and 86.4 MW. He argues maintaining the 2011 target sustains momentum and makes 2013 targets achievable, citing comparable economics and TRC/PAC metrics.

[65] In its Closing Submission of May 13, 2011, ENSC stated: p. p. 0
[65] In its Closing Submission of May 13, 2011, ENSC stated: With respect to the proposed budget for the 2012 DSM Plan of $43.7M - a modest increase over the 2011 DSM Plan budget of $41.9M - ENSC submits that there is insufficient evidence...

AI summary ENSC opposes increasing the 2012 DSM Plan budget to $53.4M-$58M, arguing existing plans already exceed 2009 IRP targets. Three concerns are raised: uncertainty in future savings, viewing IRP targets as a 'floor', and regressive impacts of scaling back DSM. ENSC acknowledges some concerns but questions the Board on appropriate budget justification.

4.2.1 Findings p. p. 0
4.2.1 Findings - [71] The Board understands that the targets for energy and demand savings are considered to be aggressive when compared to other jurisdictions; however, these targets and associated investments were established early in th...

AI summary The Board acknowledges the aggressive DSM targets set in the IRP and notes NSPI's success in meeting them. ENSC, as the new administrator, finds the 2012 targets challenging but achievable. The Board supports including non-program funded savings to meet IRP targets and approves the 2012 DSM investment of $43.7 million.

4.3 Cost Allocation p. p. 0
4.3 Cost Allocation [76] Avon recommended the Board reduce the costs directly assigned to the large industrial class from $1.473 Million to $1.01 Million. In its Closing Submission Avon stated: The 2012 program costs that have been assigne...

AI summary Avon recommended reducing costs assigned to large industrial customers from $1.473 million to $1.01 million, citing a lack of evidence for program participation. The Consumer Advocate argued that allocating enabling strategy costs by customer class is inequitable, as residential ratepayers bear most of the costs despite limited access to DSM spending.

4.3.1 Findings p. p. 0
4.3.1 Findings [78] With respect to the submission of the CA, the current cost allocation was the subject matter of a Settlement Agreement in the 2010 DSM proceeding. That Settlement Agreement, approved by the Board, calls for a review of...

AI summary The Board acknowledges the CA's submission regarding cost allocation but notes that the current allocation was settled in the 2010 DSM proceeding and should be reviewed in 2013. It also supports the Administrator's allocation decisions and acknowledges a true-up mechanism to address any concerns.

4.4 Bill Impacts p. p. 0
4.4 Bill Impacts [79] In his direct evidence on behalf of Board Counsel, Mr. Woolf discussed the need to establish key principles regarding how to quantify bill and rate impacts due to increasing DSM budgets in order that these rate and bi...

AI summary The text outlines principles for quantifying the bill and rate impacts of increasing Demand Side Management (DSM) budgets. It emphasizes the need to evaluate these impacts on program participants, non-participants, and all customers on average, as well as the importance of considering both long-term and comprehensive cost and benefit analyses. The Province recommends that ENSC collaborate with NSPI and the Program Development Working Group to develop these principles for DSM plan filings.

4.4.1 Findings p. p. 0
4.4.1 Findings [81] The Board is persuaded that there is a need to have better information on rate and bill impacts in future proceedings and directs ENSC to undertake the necessary consultation with a view to providing enhanced informatio...

AI summary The Board emphasizes the need for improved information on rate and bill impacts in future proceedings, directing ENSC to consult and provide enhanced information as suggested by Mr. Woolf in connection with the 2013 DSM Plan.

5.1 Total Resource Cost ("TRC") p. p. 0
5.1 Total Resource Cost ("TRC") [82] ENSC's application proposes to use the TRC test at the program level and not at the measure level starting in 2012: ENSC is proposing that the TRC test for the 2012 DSM Plan be applied at the program le...

AI summary ENSC proposes applying the Total Resource Cost (TRC) test at the program level for the 2012 DSM Plan instead of the measure level, allowing for consideration of strategic and long-term benefits. While supported by the CA and the Province, concerns were raised about the TRC test's limitations in capturing non-energy benefits.

5.2 Free Ridership and Spillover p. p. 0
5.2 Free Ridership and Spillover [89] The Board in its Decision on the 2011 DSM Plan considered free ridership and spillover and directed that: [31] The Board has reviewed the recommendations of a number of the parties and agrees that furt...

AI summary The document discusses free ridership and spillover in the context of the 2011 DSM Plan. The Board directed ENS to conduct further study and develop an approach to address these factors in Nova Scotia. NMR evaluated free ridership and spillover using survey results and calculated net-to-gross ratios for each program.

[91 ] The SVS made the following recommendation: p. p. 0
[91 ] The SVS made the following recommendation: Recommendation 11: The DSM Administrator should consider whether or not it may be useful to revisit approaches to assessing free-ridership. Currently, NMR is using an improved variant of the...

AI summary The SVS recommends revisiting methods for assessing free-ridership in DSM programs, noting potential overestimation by current approaches. EAC suggests determining net-to-gross ratios at the measure level, while ENSC agrees to refine free-ridership evaluation through stakeholder consultation and incorporates recommendations from intervenors and Board Counsel.

5.2.1 Findings p. p. 0
5.2.1 Findings [96] The Board has considered the evidence filed by the parties and agrees that a free ridership and spillover study, as ordered by the Board in its Decision on the 2011 DSM Plan, is required. In its Closing Submission, ENSC...

AI summary The Board has ordered a free ridership and spillover study as part of the 2011 DSM Plan, which ENSC agrees to complete and submit by December 15, 2011.

5.3 Pilot Programs p. p. 0
5.3 Pilot Programs [97] ENSC's Application included three pilot projects: Residential Fuel Substitution; Clean Nova Scotia Green School; and Nova Scotia Home Builders Association Eco Home. [98] The Dunsky report explained the development a...

AI summary ENSC's Application includes three pilot programs: Residential Fuel Substitution, Clean Nova Scotia Green School, and Nova Scotia Home Builders Association Eco Home. The Dunsky report outlines the implementation approach and expected results of the Residential Fuel Substitution Pilot. Clean Nova Scotia's report recommends starting the Green Schools Pilot in selected schools with high energy consumption. The Eco Home Pilot has two phases, with a monetary incentive of up to $100,000 for energy-efficient building materials.

5.3.1 Findings p. p. 0
5.3.1 Findings [101] The Board has considered the three pilot projects proposed by ENSC. There appears to be general support for these projects with which the Board agrees. [102] The Board expects ENSC to implement these projects in 2011 a...

AI summary The Board has reviewed and supported three pilot projects proposed by ENSC, expecting their implementation in 2011 and future updates to the Board.

5.4 Reporting of Energy and Demand Savings p. p. 0
5.4 Reporting of Energy and Demand Savings [103] The Application notes that the proposed target for the 2012 DSM Plan includes savings for ELI projects of 80 GWh in energy and 12 MW in demand. The proposed savings from the adoption of ener...

AI summary The Application outlines the 2012 DSM Plan's energy and demand savings targets, including 80 GWh and 12 MW from ELI projects and 10 GWh and 2.7 MW from energy efficiency codes. ENSC reports energy savings from ELI projects and code adoption, moving beyond customer-funded DSM programs.

5.1.1 Extra-Large Industrial Projects p. p. 0
5.1.1 Extra-Large Industrial Projects ELI customers completed efficiency projects in 2009 and 2010. The resulting energy and demand savings contribute to the IRP targets and are reported in this filing because they are incremental to custo...

AI summary ELI customers completed energy efficiency projects in 2009 and 2010, contributing to IRP targets. The estimated savings are 80 GWh and 12 MW, based on preliminary investigations. These projects will be evaluated in 2011, and any variances will be reported in the 2013 DSM Plan.

5.1.2 Adoption of Energy-Efficiency Codes and Standards p. p. 0
5.1.2 Adoption of Energy-Efficiency Codes and Standards In this filing, ENSC has reported energy savings attributed to the adoption of codes and standards from two sources: a new residential energy code and a new federal standard for gener...

AI summary ENSC reports energy savings from new residential and federal lighting standards, and plans to include NSPI initiatives in future DSM Plans. ENSC also proposes supporting new energy codes and standards for residential and commercial sectors, including T-8 lighting and a national commercial building energy code.

[107] Mr. Foote, in his direct evidence, stated that: p. p. 0
[107] Mr. Foote, in his direct evidence, stated that: Any discussion of whether to include non-program standards and at what level should not distract the UARB and stakeholders from the main purpose of this process which is to ensure spend...

AI summary Mr. Foote emphasized that non-program energy savings should not detract from ensuring ENSC's spending is justified and appropriate for future demand and environmental compliance. EAC opposes non-program savings due to uncertainty in DSM planning, while Mr. Whalen and Mr. Woolf support ENSC's estimates for energy savings.

[111] NPB in its Closing Submission stated that: p. p. 0
[111] NPB in its Closing Submission stated that: None of the various consultants who filed testimony in this proceeding were opposed to the inclusion of energy efficiency savings from codes and standards and ELI projects, and the Board's v...

AI summary NPB argues that energy efficiency savings from codes, standards, and ELI projects should be included in DSM plans, supported by verification from Dr. Peach and other consultants. NPB requests the Board to confirm this approach in its decision for future clarity.

[112] ENSC, in its Reply Submission, further added: p. p. 0
[112] ENSC, in its Reply Submission, further added: Keeping in mind that such additional savings from the ELI sector and Codes & Standards are inherently conservative, ENSC contends that the proposed 2012 DSM Plan providing overall cumulat...

AI summary ENSC argues that the 2012 DSM Plan provides reasonable energy savings with appropriate investment, while Avon supports the current budget and recommends confirming the inclusion of non-program savings.

5.5 Integrated Multi-Fuels Mandate p. p. 0
5.5 Integrated Multi-Fuels Mandate [117] ENSC noted that the Province is in the process of changing its mandate and future responsibilities: With the expectation that ENSC will obtain a multi-fuels mandate in time for integration with 2012...

AI summary ENSC is transitioning to an integrated multi-fuels mandate, aiming to streamline processes and reduce costs. Concerns were raised about cross-subsidization and the need for clear cost allocation. The CA urged ENSC to develop a plan to prevent electricity ratepayers from subsidizing non-electricity users. Avon recommended a public report on shared service cost allocations.

[123] The Province, in its Closing Submission, noted that: p. p. 0
[123] The Province, in its Closing Submission, noted that: NSDOE recommends that the Board direct ENSC to develop a clear methodology for tracking costs associated with electricity DSM program and energy efficiency programs related to the...

AI summary The Province recommends that the Board direct ENSC to develop a methodology for tracking costs associated with electricity DSM and energy efficiency programs involving other fuels. It also suggests creating a code of conduct to track time spent on these programs to prevent ratepayer subsidization.

[124] ENSC, in its Closing Submission, further added that: p. p. 0
[124] ENSC, in its Closing Submission, further added that: ENSC is fully committed to ensuring that no cross-subsidization occurs of non-electricity efficiency programs from approved DSM funds. In addition to confirmation of the segregated...

AI summary ENSC emphasizes its commitment to preventing cross-subsidization of non-electricity efficiency programs using DSM funds and plans to seek expert assistance for transparent expense allocation between electric DSM and non-electric efficiency programs.

5.6 Multi Year Performance Based Model ("PBM") p. p. 0
5.6 Multi Year Performance Based Model ("PBM") [127] ENSC seeks Board approval to engage stakeholders to assess the use of a Performance Based Model ("PBM") for future submissions to the Board. ENSC stated that: Under such a multi-year, pe...

AI summary ENSC requests the Board's approval to engage stakeholders to evaluate the implementation of a multi-year, performance-based model for future submissions. This model would shift the UARB's oversight from preapproving individual DSM measures to approving overall investments and savings targets, followed by performance validation.

[128] The Dunsky report noted that: p. p. 0
[128] The Dunsky report noted that: The move to a performance-based model would provide ENSC with increased flexibility to adjust and adapt its plans as needed, as situations arise and as feedback comes in. Furthermore, an oversight model...

AI summary The Dunsky report supports transitioning to a performance-based model for DSM programs, which would increase flexibility and reduce regulatory burdens. ENSC seeks Board approval for stakeholder consultation on this model, with support from the Province and EAC. The discussion highlights the need for regulatory alignment and stakeholder engagement.

5.6.1 Findings p. p. 0
5.6.1 Findings [134] ENSC suggests exploration of a PBM with stakeholders for future approval by the Board. The Board noted its concerns during the hearing and ENSC elaborated on the issue in its closing submission. [135] Based on this, th...

AI summary ENSC proposes exploring a Performance-Based Model (PBM) with stakeholders for future Board approval. The Board expressed concerns during the hearing, but has no objection to ENSC discussing the PBM with stakeholders.

6.0 ROLE OF PROGRAM DEVELOPMENT WORKING GROUP p. p. 0
6.0 ROLE OF PROGRAM DEVELOPMENT WORKING GROUP [136] On March 5, 2008, NSPI and most of the Intervenors in the 2009 DSM proceeding signed a Settlement Agreement ("SA") and filed that agreement with the Board as part of an amended DSM Plan....

AI summary A Program Development Working Group (PDWG) was established in 2008 as part of a Settlement Agreement to support the implementation of DSM programs. The PDWG included NSPI, Conserve Nova Scotia, stakeholders, and Board staff, and was intended to continue until the new Administrator, ENSC, became fully operational in late 2010.

[138] In its Application, ENSC stated: p. p. 0
[138] In its Application, ENSC stated: The Program Development Working Group (PDWG), established during NSPl's tenure as interim DSM Administrator, has advised ENSC during the transition from NSPI to ENSC and during the preparation of the...

AI summary ENSC emphasized the value of the Program Development Working Group (PDWG) in advising on DSM programs and the need for continued stakeholder consultation. The Board noted that no intervenors opposed the continuation of the PDWG in 2011, and ENSC requested approval for the PDWG to continue its role.

6.1 Findings p. p. 0
6.1 Findings [140] The Board recognizes the valuable contributions made by the PDWG while NSPI served as the interim DSM Administrator and also during the transition process from NSPI to ENSC as the new DSM Administrator. The Board accepts...

AI summary The Board acknowledges the contributions of the PDWG during NSPI's interim administration and transition to ENSC. ENSC is directed to continue PDWG's role and engage stakeholders on potential changes, with results to be included in the 2013 DSM Plan.

7.0 PROGRAM MONITORING p. p. 0
7.0 PROGRAM MONITORING [141] During the hearing, several comments were made regarding the aggressive DSM targets facing ENSC and its ability to meet these significant challenges. In his opening statement, Mr. Crandlemire said: Nova Scotian...

AI summary During the hearing, concerns were raised about the aggressive DSM targets set for ENSC and its ability to meet them. Mr. Crandlemire emphasized the ambitious electricity savings goals and the efforts being made by Efficiency Nova Scotia to achieve them.

[142] In response to questions from EAC, Mr. Crandlemire stated: p. p. 0
[142] In response to questions from EAC, Mr. Crandlemire stated: In terms of level of effort on DSM, the 2011 targets are approximately double the 2010 targets. I can assure you that Efficiency Nova Scotia has got its foot on the gas pedal...

AI summary Mr. Crandlemire emphasized that Efficiency Nova Scotia is working aggressively to meet the 2011 DSM targets, which are approximately double the 2010 targets, and expressed no intention to reduce efforts in the foreseeable future.

[143] Board Counsel questioned ENSC on whether the targets were achievable: p. p. 0
[143] Board Counsel questioned ENSC on whether the targets were achievable: MR. OUTHOUSE: I guess, Mr. Faulkner, going forward these numbers on the face of them give me some concern that you can achieve the targets that you have projected...

AI summary Board Counsel questioned ENSC on the achievability of its energy efficiency targets, with ENSC expressing confidence in meeting them despite challenges. Concerns were raised about the significant increase in 2012 spending and ENSC's early stage of development. ENSC's operational responsibilities for DSM were transferred in 2010, and 2011 marked its first full year of operation.

7.1 Findings p. p. 0
7.1 Findings [147] The Board notes that while ENSC stated it has the "gas pedal hard to the floor going full out" in order to achieve targeted savings, Mr. Crandlemire has also indicated that the targets are achievable. He has not suggeste...

AI summary The Board acknowledges ENSC's efforts to meet energy savings targets but notes lingering doubts among parties. To address concerns, the Board requires ENSC to meet quarterly with staff and consultants to review program progress and expenditures.

8.0 ECOLOGY ACTION CENTRE REQUEST FOR COSTS p. p. 0
8.0 ECOLOGY ACTION CENTRE REQUEST FOR COSTS [149] In its Final Submission, EAC stated: - 1. It is submitted that the EAC acted responsibly and prudently as an intervener in these hearings. The interventions have been novel and brought a di...

AI summary The Ecology Action Centre (EAC) requests reimbursement for costs incurred during its participation in the hearings related to the 2012 DSM plan. EAC argues it acted responsibly and prudently as an intervener, contributing to a better understanding of customer-related issues. ENSC has requested a proposed Bill of Costs, and the Board reserves jurisdiction to rule on costs if EAC and ENSC cannot agree.

9.0 SUMMARY OF BOARD FINDINGS p. p. 0
9.0 SUMMARY OF BOARD FINDINGS [153] The Board accepts the 2010 DSM Plan evaluation and verification, with the qualification made in the SVS for a 10% reduction for the Efficient Products-Direct Install program. [154] The Board understands...

AI summary The Board accepts the 2010 DSM Plan evaluation, approves the 2012 DSM investment, and sets conditions for ENSC, including quarterly meetings and a free ridership study. It also approves changes to the TRC test and allows exploration of a PBM. The Board reserves jurisdiction to rule on costs if EAC and ENSC cannot agree.

07662Status Report on 2010 Evaluation Recommendations and 2010 Savings Verification Study Action Items 7/29/2011 4 passages
1. Efficient Products – Retail Program (Power Down CFLs)
1. Efficient Products – Retail Program (Power Down CFLs) Efficient Products – Retail Program (Power Down - CFLs) Recommendation Status PD:CFL-R1. The DSM Administrator should start paring back on incentives for regular CFLs. Concomitantly,...

AI summary The document discusses recommendations for the Efficient Products – Retail Program (Power Down CFLs), suggesting a reduction in incentives for regular CFLs and an increased focus on specialty CFLs and consumer education. The DSM Administrator is advised to shift program emphasis accordingly.

ENSC.
ENSC. EnerGuide for Existing Houses Program Recommendation Status EEH-R10. EEH-S10. Promotions for the new program should emphasize to Agreed. customers the opportunities to save on energy bills and to learn about the energy efficiency (or...

AI summary The document outlines recommendations for the EnerGuide for Existing Houses Program, emphasizing the promotion of energy efficiency, inclusion of lifetime cost savings in marketing materials, and highlighting non-energy benefits. It also suggests focusing on effective measures such as electronic thermostats and high-efficiency heat pumps.

1. Specific Action Items
1. Specific Action Items Specific Action Items R2. … continue to recommend moving measurement more in the direction of electrical measurement and passive (instrumented) monitoring and less in the direction of modeling and social science, t...

AI summary The text outlines specific action items related to measurement and evaluation practices, including a shift towards electrical measurement and passive monitoring, and the implementation of two-hour monitoring for retired refrigerators in the Appliance Retirement and Replacement Program. ENSC is also mentioned as having selected an evaluator for the 2011 evaluation cycle.

Efficient Products Retail Recommendations
Efficient Products Retail Recommendations Efficient Products Retail Program Recommendation Status R1. S1. We recommend that the NMR energy savings and Agreed. demand reduction results for this program be accepted for 2010. Although the spi...

AI summary The document outlines recommendations for the Efficient Products Retail Program, including accepting energy savings results for 2010, increasing in-store promotions for specialty CFLs, direct monitoring of baseboard heater controls, and partitioning spillover effects in the next evaluation cycle.

08028NSPI proposed ENS DSM Cost Recovery Rider and DSM Cost Recovery Rider Balance Adjustment Charges by rate class effective from January 1 through December 31, 2012 9/30/2011 14 passages
Section 1 p. p. 0
September 30, 2011 Nancy McNeil Regulatory Affairs Officer/Clerk Nova Scotia Utility and Review Board 1601 Lower Water Street, 3 rd Floor P.O. Box 1692, Unit "M" Halifax, NS B3J 3S3 Re: DSM Cost Recovery Rider (E-ENSC-R-10) Dear Ms. McNeil...

AI summary Nova Scotia Power Inc. proposes the ENS DSM Cost Recovery Rider (DCRR) and Balance Adjustment (DCRR BA) for 2012, based on the Board's 2009 DSM Order and updated load determinants from the 2012 load forecast. The rider aims to recover DSM program costs across rate classes.

Section 2 p. p. 0
sup> The load shape class determinants from the 2012 FAM load forecasts have been applied by NSPI in its update to revenue requirement (section 11.1) filed in its reply evidence on September 13, 2011. - 2011 2 • The major difference betwee...

AI summary The document discusses NSPI's update to its revenue requirement, incorporating load shape class determinants from 2012 FAM forecasts and the shutdown of New Page Port Hawkesbury. It details DSM program costs approved by the UARB, allocation methods, and the use of DCRR and DCRR BA components to address discrepancies in DSM program cost recovery.

Section 3 p. p. 0
n details are presented in Appendix B. - 7. The individual DSM Cost Recovery Rider charges, both DCRR and DCRR BA, by class are presented for approval in Schedule A of the 2012 DSM Cost Recovery Rider 4 The GRLF load sales as used for the...

AI summary The document discusses the DSM Cost Recovery Rider (DCRR) and its balance adjustment (DCRR BA), including how charges are calculated and presented for approval. It refers to the 2012 DSM Cost Recovery Rider, the 2009 DSM Settlement Agreement, and the allocation of expenditures among rate classes. The approach will be reviewed after three years, with Nova Scotia Power anticipating a review of the cost allocation methodology beyond 2012.

Section 4 p. p. 0
dology should continue to be applied beyond 2012. The wording of the Settlement Agreement was reflected in the DSM Cost Recovery Rider that was approved as part of the 2010 DSM proceeding, and states: For the calendar years 2010, 2011 and...

AI summary The text discusses the DSM Cost Recovery Rider, which was approved in the 2010 DSM proceeding and outlines how the PCR is computed using Schedule B of the tariff. It also mentions the transition of DSM administrative responsibilities to ENS under the Efficiency Nova Scotia Corporation Act, and the role ENS should play in future rider filings.

Section 5 p. p. 0
ogy. As such, it is appropriate that on a go forward basis, ENS, as administrator with the responsibility for the amount of the rider charges, make the rider filing as an extension of its DSM process. Nova Scotia Power has discussed this p...

AI summary Nova Scotia Power Inc. (NSPI) agrees with Efficiency Nova Scotia (ENS) on adjusting the rider responsibilities, ensuring continued collaboration and information sharing as outlined in the DSM Transition Plan. NSPI will take the lead in revising the cost allocation methodology for approval by the UARB, aligning with the 2013 DSM Plan filing.

Section 6 p. p. 0
nsibility for reviewing and revIsing the methodology as appropriate, for approval by the UARB. It is anticipated that revisions for 2013 would be filed coincident with the filing of the 2013 DSM Plan. The above paragraph contemplates that...

AI summary Nova Scotia Power Inc. (NSPI) requests the UARB to confirm the 2012 ENS DSM Rider allocations and the 2010 DSM DCR BA, and asks for confirmation that ENS is best suited to lead any necessary stakeholder dialogue regarding the cost allocation methodology prior to the 2013 DSM filing.

Section 7 p. p. 0
ogue with stakeholders about the Board-approved cost allocation methodology in advance of its 2013 DSM filing. Yours truly, Eric F rguson, CMA Director, Regulatory Affairs Attach. c: Rene Gallant Bruce Outhouse, Q.c.

AI summary This document is a letter from Eric F. Ferguson, Director of Regulatory Affairs, regarding discussions with stakeholders about the Board-approved cost allocation methodology prior to the 2013 DSM filing.

All Intervenors - E-ENSC-R-10 p. p. 0
All Intervenors - E-ENSC-R-10 Line # TABLE 1 Allocation of 25% of program costs associated with system benefits. 1 2 3 COLUMN A B C D E F G H 4 Program Cost Recovery by Benefits 5 6 Combined Class and System Benefits 25.0% $10,936,664 7 8...

AI summary The document presents a table detailing the allocation of 25% of program costs associated with system benefits. It outlines the distribution of costs across different categories, including transmission, distribution, generation, and retail, with specific percentages and dollar amounts provided for each category.

(5) All residential rate classes will use the same unit fixed cost estimate. p. p. 0
(5) All residential rate classes will use the same unit fixed cost estimate. Line # TABLE 2 Allocation of 75% of DSM Program Costs associated with benefits realized by participating classes. 1 2 COLUMN A B C D E F G H I J 3 4 5 FORMULA Σ c...

AI summary The text discusses the allocation of 75% of DSM program costs across various rate classes, providing a detailed breakdown of program costs and their distribution. All residential rate classes will use the same unit fixed cost estimate.

(5) All residential rate classes will use the same unit fixed cost estimate. p. p. 0
(5) All residential rate classes will use the same unit fixed cost estimate. COLUMN A B C D E F G H I K L FORMULA Σ col A to J K x 75% Program costs incurred on participating rate classes. Efficient Existing Prescriptive New Business DI Sm...

AI summary The document outlines the allocation of program costs across different residential and non-residential rate classes, using a uniform unit fixed cost estimate for all residential classes and allocating 75% of program costs directly to participating rate classes.

RESPONSIBILITIES OF INDEPENDENT DSM ADMINISTRATOR p. p. 0
RESPONSIBILITIES OF INDEPENDENT DSM ADMINISTRATOR It shall be the responsibility of the independent Demand Side Management Administrator (Administrator) to apply to the Nova Scotia Utility and Review Board (UARB) to seek approval of all de...

AI summary The independent DSM Administrator must seek UARB approval for DSM programs and their costs, and apply annually for DSM Cost Recovery Rider amounts. NSPI is required to monthly fund approved program costs based on UARB approvals.

In addition to standard energy charges, the following Demand Side Management Cost Recovery Rider (DCRR) charges shall apply for the period January 1, 2012 to December 31, 2012. p. p. 0
In addition to standard energy charges, the following Demand Side Management Cost Recovery Rider (DCRR) charges shall apply for the period January 1, 2012 to December 31, 2012. DSM Rider Code Applicable Tariff DCRR DCRR BA Deleted: 1 (cent...

AI summary The document outlines the Demand Side Management Cost Recovery Rider (DCRR) charges applicable from January 1, 2012, to December 31, 2012, specifying different rates for various service categories and including a balance adjustment (DCRR BA) for each category.

Preamble p. p. 0
There are 3 kinds of cost benefits resulting from DSM: - 1. System Avoided future infrastructure and related costs, reduced fuel costs, and contribution to achieving environmental and emissions restrictions. All customers receive these ben...

AI summary The text outlines three types of cost benefits from Demand Side Management (DSM): system, class, and participation. It emphasizes that DSM costs should be recovered based on the level of benefit received by customer classes, with those receiving the most benefits bearing the greatest responsibility for cost contribution, even if they do not directly participate in programs.

Conditions: p. p. 0
Conditions: - The allocation of costs based on "benefits" in this approach does not create a precedent for future cost allocation methodologies. - This approach applies to classes as a whole (not to individual customers). As a contract rat...

AI summary The conditions outline a cost allocation methodology based on 'benefits' without setting a precedent for future methods. The Mersey System Rate remains unaffected by DSM energy savings, and the approach applies to total approved DSM program costs, with a three-year review period starting in 2010.

08030Efficiency Nova Scotia Corporation - Cost Allocation Methodology Report - Prepared by Elenchus Research Associates Inc. - September 2011 9/30/2011 3 passages
3 COST ALLOCATION METHODOLOGY p. pp. 4-5
3 COST ALLOCATION METHODOLOGY ENSC's cost allocation model relies on standard fully allocated costing concepts that are generally accepted by Canadian regulators for rate-setting purposes. In particular, ENSC's fully allocated costing meth...

AI summary ENSC's cost allocation model uses fully allocated costing concepts, dividing costs between taxpayer- and ratepayer-funded programs. It employs two tiers of customer classes, with direct allocation methods for specific accounts like the Small Business Energy Solutions (SBES) program. The Board's 2011 Order guides the first-tier allocation methodology.

EXAMPLE # 3 – IDENTIFIED AND INDIRECT p. p. 9
EXAMPLE # 3 – IDENTIFIED AND INDIRECT An invoice is received by the Accounts Payable Clerk from Vendor "C" in which the subject line reads: "ENS‐0039 BER Brochures". The subject line specifically identifies an ENSC program – Business Energ...

AI summary An invoice for ENSC's Business Energy Rebates (BER) brochures requires allocation between New Construction (EDSM) and Retrofit (EDSM) subcategories. The Accounts Payable Clerk consults the Program Manager, who determines a 20%/80% allocation based on internal financial analysis. The CAM (Cost Allocation Model) is used to allocate costs to General Fund and programs for internal reporting and separation from corporate costs.

SCHEDULE 1 - ACCOUNTING CODES p. p. 9
SCHEDULE 1 - ACCOUNTING CODES FUND DEPARTMENT PROGRAM 10 20 30 40 General Fund Capital Fund EDSM Fund PNS Fund 10 20 21 31 32 33 34 35 36 37 38 40 Direct Program Costs Program Support Sales Finance & Admin CEO Board of Directors HR Analyti...

AI summary This document outlines Schedule 1 - Accounting Codes, which categorizes funds, departments, and programs under various accounting codes. It includes details on different funds, departments, and programs related to energy efficiency and utility operations 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 →