Topic/Matter Intersection

Topic:"Demand Side Management" in M06733

Matter: E-ENS-R-15 - EfficiencyOne Application for approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between Efficiency One and Nova Scotia Power Inc.- NSPI - 2016-2019 DSM Plan IN THE MATTER OF AN APPLICATION for Approval of a Supply Agreement for electricity efficiency and conservation activities between EfficiencyOne and Nova Scotia Power Incorporated, the establishment of a final agreement between the parties, and approval of a 2016-2018 Demand Side Management Resource Plan
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Demand Side Management across all matters →

E-1EfficiencyOne Application - Revised Application see Exhibit E-43 153 passages
NOTICE OF APPLICATION p. p. 2
NOTICE OF APPLICATION TO: The Nova Scotia Utility and Review Board ("UARB" or "the Board") - 1. The Electricity Efficiency and Conservation Restructuring (201 4) Act, S.N.S. 2014, c. 5 effected a new regime for the delivery of electricity...

AI summary EfficiencyOne seeks a Board decision to finalize a three-year Supply Agreement with NSPI under the Public Utilities Act, following failed negotiations. The application references a prior franchise granted in 2014 under the Electricity Efficiency and Conservation Restructuring Act, and cites Board Order M06247. EfficiencyOne asserts the agreement serves the public interest.

Preamble p. pp. 8-263
Revisions to The Public Utilities Act , proposed through the Electricity Efficiency and Conservation Restructuring (2014) Act , were proclaimed on May 1, 2014. Highlights of the legislation affecting this DSM Resource Plan include the foll...

AI summary This text discusses legislative changes to the Public Utilities Act through the Electricity Efficiency and Conservation Restructuring (2014) Act, effective from May 1, 2014. Key changes include the requirement for NS Power to implement cost-effective energy efficiency and conservation activities, the establishment of an ENS franchise, and the UARB's role in approving contracts and setting performance requirements.

1 2. 2014 DSM RESULTS p. pp. 8-12
1 2. 2014 DSM RESULTS 2

AI summary This section discusses the 2014 Demand Side Management (DSM) results, involving Nova Scotia Power Inc. (NSPI) and Efficiency Nova Scotia (ENS), under regulatory oversight by the Utility and Ratepayer Board (UARB). Key entities include KPMG and references to the Integrated Resource Plan (IRP).

3 2.1 2014 DSM Expenditures and Energy Savings Results p. p. 12
3 2.1 2014 DSM Expenditures and Energy Savings Results 4 On June 4, 2012, the UARB approved years 2013 and 2014 of ENSC's 2013-2015 DSM Plan application. The approved DSM Plan identified an overall 2014 energy-savings target of 137.8 GWh f...

AI summary The UARB approved ENSC's 2013-2015 DSM Plan in 2012, setting a 2014 energy-savings target of 137.8 GWh. The text provides unaudited expenditures and energy savings results for 2014, as outlined in Figure 2.1.

9 p. p. 12
9 10 Figure 2.1 - 2014 DSM Plan Actual Expenditures and Evaluated Energy Savings 2014 Plan Targets as Filed Mid-Course Adjustment Actual Expenditures1 $M Energy Savings GWh Expenditures1 $M Energy Savings GWh Expenditures1 $M Energy Saving...

AI summary Figure 2.1 presents a comparison of the 2014 DSM Plan's expenditures and energy savings targets versus actual outcomes. It shows that actual energy savings exceeded the original plan targets, with total energy savings reaching 151.9 GWh compared to the 137.8 GWh target. Expenditures were also lower than initially planned.

2.2 2014 DSM Programs p. pp. 12-13
2.2 2014 DSM Programs ENSC exceeded target in 2014, achieving 151.9 GWh of energy savings compared to the UARB-approved target of 137.8 GWh. These savings include results from both the Residential and Business, Non-profit, and Institutiona...

AI summary ENSC exceeded 2014 DSM energy savings targets by 14.1 GWh, driven by the Home Energy Report program. Customer satisfaction remained stable at 91.2, and results aligned with the UARB-approved 137.8 GWh target. The NSUARB (2012) DSM Settlement Agreement is referenced.

Existing Residential p. p. 14
Existing Residential The Existing Residential program, comprised of the Residential Direct Install, Rental Properties and Condos, Home Energy Assessment, Green Heat, Residential Solar components, and Low Income Homeowner services, achieved...

AI summary The Existing Residential program exceeded its 2014 energy savings target (37.0 GWh vs. 34.2 GWh), with ENSC agreeing to separately report low-income program results under the 2015 DSM Settlement Agreement. The RDI component increased installations by switching from CFLs to LEDs, reducing free ridership and boosting participation.

Education and Outreach p. p. 20
Education and Outreach In 2014, ENSC connected with Nova Scotians in a number of ways to continue its work in energy efficiency education and outreach. Such activities are critical in raising awareness of energy and the measures Nova Scoti...

AI summary In 2014, ENSC conducted energy efficiency education through initiatives like the LED Holiday Light Exchange, which collected 12,600 incandescent light sets and distributed 6,343 LED sets across 117 communities. The program aimed to raise awareness rather than focus solely on energy savings, contributing 0.2 GWh savings to the Efficient Product Rebates (Residential) program.

3. 2016-2018 DSM RESOURCE PLAN p. pp. 20-25
3. 2016-2018 DSM RESOURCE PLAN

AI summary The 2016-2018 DSM Resource Plan outlines Nova Scotia Power Inc.'s (NSPI) demand-side management initiatives, including Efficiency Nova Scotia (ENS) programs. The plan is subject to regulatory oversight by the Nova Scotia Utility and Ratepayer Board (UARB) and involves stakeholder input from entities like KPMG and the Canadian Advisory Council on Energy Efficiency (CACEE).

3.1 Summary p. p. 25
3.1 Summary The 2016-2018 DSM Resource Plan, as presented in Appendix A, is a three-year plan in accordance with the requirements of the Public Utilities Act. The Plan proposes a three- year energy savings target and a three-year system pe...

AI summary The 2016-2018 DSM Resource Plan aligns with the Public Utilities Act, setting energy and peak demand savings targets. ENS will adapt programs based on research, improve customer engagement, and implement Enabling Strategies like education, research, and market transformation initiatives to drive energy efficiency in Nova Scotia.

3.2 Energy Savings and Investment p. pp. 25-27
3.2 Energy Savings and Investment 9 Figure 3.1 provides a summary of the energy and demand savings and investment for the 2016-2018 DSM Plan. 1213 11

AI summary The section discusses energy savings and investment under the 2016-2018 DSM Plan, referencing a summary provided in Figure 3.1. It outlines the context and scope of energy savings initiatives during this period.

Section 41 p. p. 27
Annual avoided costs, calculated using ENSC's DSM Potential Study at the Base Level, were provided by NS Power. They include the cost of energy and capacity. Figures 3.2, 3.3, and 3.4 provide the program-level savings and investment for 20...

AI summary The text discusses annual avoided costs calculated by ENSC's DSM Potential Study, including energy and capacity costs. It references program-level savings and investment figures from 2016 to 2018 and explains terms like TRC and PAC, which are benefit/cost ratios used to evaluate the efficiency of demand-side management programs.

Figure 3.2 - 2016 DSM Resource Plan Investment and Savings p. pp. 27-28
Figure 3.2 - 2016 DSM Resource Plan Investment and Savings 2016 Investment ($ million) Lifetime Benefits ($ million) a Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total R...

AI summary Figure 3.2 presents the 2016 DSM Resource Plan investment and savings, detailing program investments, benefits, and energy and demand savings across residential, business, nonprofit, and institutional sectors, along with associated cost tests.

Figure 3.3- 2017 DSM Resource Plan Investment and Savings p. pp. 28-29
Figure 3.3- 2017 DSM Resource Plan Investment and Savings 2017 Investment ($ million) Lifetime Benefits ($ million) a Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total Re...

AI summary The 2017 DSM Resource Plan outlines investments and savings across various demand-side management programs in Nova Scotia, including residential and business initiatives, with figures detailing investment amounts, lifetime benefits, and energy and demand savings.

Figure 3.4 - 2018 DSM Resource Plan Investment and Savings p. p. 29
Figure 3.4 - 2018 DSM Resource Plan Investment and Savings 2018 Investment ($ million) Lifetime Benefits ($ million) a Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total R...

AI summary Figure 3.4 presents the 2018 DSM Resource Plan investment and savings, detailing program investments, lifetime benefits, and energy and demand savings across residential, business, nonprofit, and institutional programs, along with enabling strategies.

4. DEVELOPMENT OF THE 2016-2018 DSM RESOURCE PLAN p. pp. 30-31
4. DEVELOPMENT OF THE 2016-2018 DSM RESOURCE PLAN To aid in the preparation of the 2016-2018 DSM Resource Plan, ENS engaged Navigant and Dunsky Energy Consulting (Dunsky). ENS and NS Power also held ongoing discussions from fall 2014 until...

AI summary ENS engaged Navigant and Dunsky to develop the 2016-2018 DSM Resource Plan, adjusting costs after discussions with NS Power. The plan aimed to minimize program impacts while reducing expenses, with a preliminary overview presented to the DSM Advisory Group in February 2015.

4.1 Development of 2016-2018 DSM Program Targets and Investment p. p. 31
4.1 Development of 2016-2018 DSM Program Targets and Investment The 2016-2018 DSM Resource Plan has been developed based on ENS's growing experience and history in delivering successful DSM programs and services to Nova Scotians. As part o...

AI summary ENS developed the 2016-2018 DSM Resource Plan using Navigant Consulting's EL-RAM model, aligning with cost-effective targets and investment levels. The Plan's 405.9 GWh energy savings and 62.5 MW demand savings aim to balance affordability with long-term energy needs, referencing NS Power's 2014 IRP and updated assumptions. ENS emphasizes reduced rate pressures and capacity additions compared to prior scenarios.

4.1.1 Results of NS Power's 2014 Integrated Resource Plan (IRP) Process p. pp. 31-33
4.1.1 Results of NS Power's 2014 Integrated Resource Plan (IRP) Process The Preferred Resource Plan from NS Power's 2014 IRP specified that the Candidate Resource Plan modelled by Synapse Engineering Economics included a level of DSM consi...

AI summary NS Power's 2014 IRP identified a Candidate Resource Plan (CRP) with Mid-DSM levels from ENSC's study as yielding the lowest revenue requirement. High-DSM scenarios, when end-effects were considered, provided long-term benefits with lower ongoing costs. ENS opted against Mid-DSM due to legislative and structural changes, aligning instead with government policy and the Public Utilities Act's deferral/amortization provisions.

Additional Analysis by NS Power p. pp. 33-35
Additional Analysis by NS Power Throughout the fall of 2014 and into 2015, ENS worked with NS Power to incorporate additional NS Power-provided data into Navigant's model. Specifically, NS Power requested that ENS incorporate system load-s...

AI summary NS Power collaborated with ENS to integrate load-shape data into Navigant's model, resulting in lower demand savings than the Base-DSM Scenario. NS Power's analysis of the Low-DSM Scenario showed similar capacity additions avoided as the Mid-DSM Scenario until 2032, with results shared in February 2015.

2014 IRP No DSM Plan CRP01-01-FGD-R01 CRP2-17 FGD CRP Mid DSM/FGD p. p. 35
2014 IRP No DSM Plan CRP01-01-FGD-R01 CRP2-17 FGD CRP Mid DSM/FGD Half-Low DSM Low DSM Base DSM (Synapse Model) 2015 2016 2017 ML Oct 2017 ML Oct 2017 ML Oct 2017 ML Oct 2017 ML Oct 2017 Lin 2 retire Lin 2 retire Lin 2 retire Lin 2 retire...

AI summary The document outlines a timeline of energy projects and capacity additions up to 2039, along with net present value (NPV) figures and planning study values. It discusses how ENS can build a DSM Plan that balances long-term DSM requirements with avoiding short- to mid-term capacity additions, based on the 2014 IRP analysis.

4.1.2 Balance of Long-Term and Short-Term Considerations p. pp. 37-42
rm rate impacts, particularly with a legislated $100 million cap on amortization of DSM. ENS agrees the impacts would be inappropriate when considering the additional analysis undertaken by NS Power. While short-term rate impacts are impor...

AI summary The document discusses the importance of balancing short-term and long-term considerations in the development of a Demand Side Management (DSM) Resource Plan, emphasizing the negative impacts of pausing or reducing DSM investments. It highlights the long-term benefits of maintaining consistent DSM investment levels to avoid increased fuel costs and start-up expenses.

4.1.3 Affordability p. pp. 42-44
4.1.3 Affordability The Province of Nova Scotia issued an Electricity Review Report on February 18, 2015, which states that a "large part of Nova Scotia's electricity future relates to increasing energy efficiency. One of the best ways to...

AI summary The Province of Nova Scotia's 2015 Electricity Review Report emphasizes energy efficiency and affordability. ENS's 2016-2018 DSM plan reduces short-term costs compared to the Mid-DSM Scenario while preserving long-term benefits, balancing affordability and efficiency.

4.1.4 Cost Efficiency Opportunities p. pp. 44-45
4.1.4 Cost Efficiency Opportunities The 2016-2018 DSM Resource Plan is cost effective, per legislative and UARB requirements for DSM. Results from Navigant's EL-RAM show that all programs are cost-effective in each year of the Plan, using...

AI summary The 2016-2018 DSM Resource Plan is deemed cost-effective using TRC and PAC tests. ENS aims to reduce unit costs through program adjustments like removing the Home Energy Report and reducing Enabling Strategies investment. Navigant's 2015 report is cited for affordability considerations.

4.1.5 Balanced Portfolio p. pp. 45-48
4.1.5 Balanced Portfolio The overall DSM Resource Plan portfolio, as in past DSM Plans, has been based on a balanced portfolio approach. A balance has been sought between short- and long-term cost considerations, an ability to ensure acces...

AI summary The DSM Resource Plan employs a balanced portfolio approach, balancing short- and long-term costs, ensuring service access for Nova Scotians, and meeting ENS's energy savings targets within UARB-approved investment levels, with detailed explanations in Appendix F and recommendations from Dunsky Energy Consulting.

Consistent with the DSM Settlement Agreement for 2013-2014, approved by the UARB on June 4, 2012, ENS proposes to undertake the following regular reporting to the UARB p. pp. 49-50
Consistent with the DSM Settlement Agreement for 2013-2014, approved by the UARB on June 4, 2012, ENS proposes to undertake the following regular reporting to the UARB 1 and DSM Advisory Group for the 2016-2018 DSM Resource Plan: 2 • Annua...

AI summary ENS proposes to submit regular reports to the UARB in accordance with the DSM Settlement Agreement for 2013-2014. These reports include an Annual Progress Report (APR), which will cover activities, performance indicators, cost and savings summaries, and corrective actions if energy savings targets are not met. ENS also plans to notify the UARB of significant changes to the DSM Resource Plan.

4.3.2 Quarterly Meetings and Reports p. pp. 50-51
4.3.2 Quarterly Meetings and Reports ENS proposes to continue filing quarterly reports with the UARB for quarters one through three of each year, and meet with the DSM Advisory Group no less than three times per year. The meetings and repo...

AI summary ENS proposes quarterly reporting to UARB and three annual meetings with the DSM Advisory Group to update the 2016-2018 DSM Resource Plan.

4.4 Performance Requirements p. p. 51
4.4 Performance Requirements Efficiency Nova Scotia retained Dunsky Energy Consulting to provide advice on a set of performance requirements that ENS should propose for the UARB's consideration in this Application. Dunsky was asked to cond...

AI summary Efficiency Nova Scotia (ENS) engaged Dunsky Energy Consulting to advise on performance requirements for Demand Side Management (DSM) programs, with a focus on metrics and targets for the Nova Scotia Utility and Ratepayer Board (UARB). Dunsky's report, attached as Appendix G, includes a jurisdictional scan showing over 80% of North American regions use energy savings and peak demand savings as primary performance metrics. Definitions for performance-related terms are provided.

1 The figure below provides ENS's proposed Performance Indicators and Targets: p. pp. 51-54
1 The figure below provides ENS's proposed Performance Indicators and Targets: 2 Figure 4.2 - Proposed Performance Indicators and Targets Performance Metrics Units (Portfolio Level) Annual Reporting Performance Indicators Approved 2016-201...

AI summary The text presents ENS's proposed Performance Indicators and Targets, including metrics for energy savings, peak demand savings, and other indicators such as total ratepayer benefits, total spending, and customer satisfaction.

Section 81 p. p. 54
ENS Performance Thresholds: Dunsky's paper points out that, in almost all of these regions, the achievement of Performance Targets is the basis for awarding a financial bonus to the DSM Administrator. As an example, in its response to NSPI...

AI summary ENS seeks approval from the UARB to define success as achieving minimum Performance Thresholds of 90% of UARB-approved Performance Targets, rather than requiring precise achievement of targets. This is due to the challenges of aligning a three-year DSM plan with a four-year development cycle, and the recognition that hitting targets exactly may not be realistic.

4.5.2 HST p. pp. 55-57
4.5.2 HST ENSC filed a ruling request with the Canada Revenue Agency (CRA) in October 2010 on the following two issues: 1) is the corporation making a taxable supply to NS Power and, as a result, whether the corporation is required to char...

AI summary ENSC requested CRA rulings on HST applicability for DSM programs and ITC eligibility, both denied in 2012. A 2015 CRA Appeals Division confirmation upheld the denial, but ENSTC may appeal to Canada's Tax Court. The 2014 Electricity Efficiency and Conservation Restructuring Act allows ENS to claim ITCs starting in 2015.

4.5.3 Establishment of an ENS Reserve Fund for DSM Expenses p. pp. 57-58
4.5.3 Establishment of an ENS Reserve Fund for DSM Expenses As a result of the recent legislative changes, EfficiencyOne, as the ENS franchise holder, assumes all financial risk associated with the delivery of DSM in Nova Scotia. As a stan...

AI summary EfficiencyOne, as the ENS franchise holder, assumes financial risk for DSM in Nova Scotia. A reserve fund is proposed to ensure financial stability, using operating surplus balances and governed by a reserve fund policy, without shifting responsibility for monitoring UARB-approved investment levels.

Grant Thornton, Maintaining sufficient reserves to protect your not-for-profit organization, Spring 2010 p. 7. p. p. 58
Grant Thornton, Maintaining sufficient reserves to protect your not-for-profit organization, Spring 2010 p. 7. 1 ENS has identified the following risk factors: 2 • Termination or expiration of the franchise; 3 • Reduction in other funding...

AI summary Efficiency Nova Scotia (ENS) identifies risks related to the termination of its franchise, changes in funding sources, and external factors. These risks include financial liabilities from franchise wind-up, potential absorption of non-discretionary costs if provincial funding is reduced, and external impacts on program delivery.

Calculation of the Reserve Fund: p. pp. 58-61
Calculation of the Reserve Fund: The reserve fund balance has been calculated using assumptions regarding the three risks identified which include DSM portion only of wind up costs, loss of cost synergies and the impact of external factors...

AI summary The reserve fund balance is calculated based on assumptions regarding three identified risks, including DSM portion of wind-up costs, loss of cost synergies, and external factors. Collins Barrow was engaged to review these assumptions and the reasonableness of the reserve calculation.

5.1 Cost-Effectiveness Testing p. p. 62
5.1 Cost-Effectiveness Testing The Total Resource Cost (TRC) test has been the primary cost-effectiveness test for demand-side management in Nova Scotia since the commencement of DSM-related activities in the province. In the early years,...

AI summary Nova Scotia's DSM program shifted from measure-level TRC testing to program-level screening in 2011, allowing strategic measures with TRC ratios below one. ENS now seeks UARB approval to replace TRC with PAC as the primary cost-effectiveness test for future DSM plans, citing the 2012 plan and Dunsky analysis.

5.2 Rate and Bill p. pp. 63-64
5.2 Rate and Bill As part of the 2016-2018 DSM Resource Plan, ENS is filing a forward-looking Rate and Bill analysis. This is in accordance with requests from Synapse Energy Economics. This is the first time ENS has filed a forward-looking...

AI summary ENS is filing a forward-looking Rate and Bill Impact Analysis as part of the 2016-2018 DSM Resource Plan, the first without historical data. Stakeholder feedback from meetings and submissions was incorporated, with the analysis detailed in Appendix D.

5.3 Cost Allocation Method p. pp. 64-66
5.3 Cost Allocation Method The new legislative structure, under which NS Power is required to purchase cost- effective, reasonably available DSM, NS Power is able to recover UARB-approved DSM investments from ratepayers. For this reason, i...

AI summary NS Power must recover DSM costs from ratepayers under UARB approval. ENS and NS Power agree on NS Power's responsibility for cost allocation, but ENS awaits NS Power's proposal. ENSC monitors rate class expenditures to inform UARB and stakeholders, with 2014 data referenced in Figure 5.1.

Section 97 p. p. 66
ENSC did not require the level of investment forecast in each rate class except for the Municipal and Large Industrial rate classes. In the Q1 Demand Side Management Report submitted to the UARB on May 14, 2014, ENSC anticipated overspendi...

AI summary ENSC did not require the level of investment forecast in each rate class except for the Municipal and Large Industrial rate classes. In the Q1 Demand Side Management Report submitted to the UARB on May 14, 2014, ENSC anticipated overspending in the Municipal rate class and brought this to the attention of the class's DSM representative. During 2014 ENSC managed participation, to the extent possible, in the Municipal rate class to limit additional expenditures where possible. Approximately 38 percent of the investment in the Large Industrial rate class occurred in the last month of the year.

Section 98 p. pp. 66-67
ming from. If customers in a particular rate class are willing to participate in ENS's programs, ENS should be able to allow those willing customers to contribute to its achievement of energy savings. If an individual rate class is close t...

AI summary The text discusses challenges faced by Efficiency Nova Scotia (ENS) in managing program participation across different rate classes. It highlights the difficulty in limiting participation in certain programs when forecasted investment is exceeded, particularly for programs like Efficient Product Rebates (BNI) and Green Heat. It also notes internal reporting delays and the challenges of meeting energy-savings targets at year-end.

Mitigation Strategy Potential Impact and/or Uncertainty p. p. 67
2 As described above, ENS will be pleased to provide input into NS Power's proposed cost 3 allocation methodology once available. Mitigation Strategy Potential Impact and/or Uncertainty Cancelling programs once the full • ENSC's ability to...

AI summary The text discusses the potential impact of cancelling demand-side management (DSM) programs once the full investment amount has been reached. Concerns include ENSC's ability to meet 2014 targets and confusion among customers, delivery agents, and consultants familiar with current program terms.

6. CONCLUSION p. pp. 67-70
6. CONCLUSION The 2016-2018 DSM Resource Plan provides an evidence-based approach that enables Nova Scotians to achieve reasonably-available, cost-effective electricity energy and demand savings. The plan was developed with emphasis on aff...

AI summary The 2016-2018 DSM Resource Plan aims to achieve cost-effective electricity savings in Nova Scotia through affordability-focused strategies. ENS seeks UARB approval for the plan, supply agreements, performance metrics, a shift from TRC to PAC cost-effectiveness testing, and a reserve fund establishment.

Appendix A p. pp. 70-72
Appendix A 2016-2018 DSM Resource Plan

AI summary Appendix A outlines the 2016-2018 Demand Side Management (DSM) Resource Plan, a component of Nova Scotia Power Inc.'s (NSPI) Integrated Resource Plan (IRP). The plan focuses on energy efficiency initiatives and programs managed by Efficiency Nova Scotia (ENS).

1. INTRODUCTION p. pp. 75-76
1. INTRODUCTION The 2016-2018 DSM Resource Plan has been developed based on ENS's growing experience and history in delivering successful DSM programs and services to Nova Scotians. As part of the process, ENS engaged Navigant Consulting a...

AI summary The 2016-2018 DSM Resource Plan by Efficiency Nova Scotia (ENS) outlines energy efficiency programs, emphasizing flexibility for mid-course adjustments based on market conditions and evaluations. It balances affordability, avoids electrical system capacity additions, and includes residential, business, and enabling strategy programs. The Plan is for planning and cost-effectiveness testing, not direct implementation.

Section 110 p. pp. 77-78
Currency is expressed in 2016 dollars. Columns may not add correctly, due to rounding. Annual avoided costs, calculated using ENSC's DSM Potential Study at the Base Level, were provided by NS Power. They include the cost of energy and capa...

AI summary The text discusses annual avoided costs calculated using ENSC's DSM Potential Study, including energy and capacity costs. It also introduces TRC and PAC as benefit/cost ratios comparing lifetime benefits to program costs. Figures 1.2, 1.3, and 1.4 provide investment and savings data for 2016, 2017, and 2018, respectively.

Figure 1.2 - 2016 DSM Resource Plan Investment and Savings p. p. 78
Figure 1.2 - 2016 DSM Resource Plan Investment and Savings 2016 Investment ($ million) Lifetime Benefits ($ million) a Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total R...

AI summary Figure 1.2 presents the 2016 DSM Resource Plan Investment and Savings, detailing the investment amounts, lifetime benefits, and energy and demand savings for various residential and business programs. It includes data on program administrator costs and total resource costs.

Section 112 p. p. 78
Annual avoided costs, calculated using ENSC's DSM Potential Study at the Base Level, were provided by NS Power. They include the cost of energy and capacity. & lt;sup>a Lifetime benefits are expressed as the net present value of the avoide...

AI summary The text discusses annual avoided costs calculated by NS Power using ENSC's DSM Potential Study, including energy and capacity costs. It also defines lifetime benefits as the net present value of these avoided costs and introduces TRC and PAC as benefit/cost ratios used to evaluate program measures.

& lt;sup>d Reflects ENS's planned participation by low income customers, per the 2015 DSM Resource Settlement Agreement. p. pp. 78-79
& lt;sup>d Reflects ENS's planned participation by low income customers, per the 2015 DSM Resource Settlement Agreement. Figure 1.3 - 2017 DSM Resource Plan Investment and Savings 2017 Investment (S Lifetime Benefits ($ million) a Incremen...

AI summary The 2017 DSM Resource Plan outlines investments and savings for residential and non-residential programs, including efficient product rebates, custom incentives, and education initiatives, with a focus on low-income participation and overall energy savings metrics.

Section 114 p. p. 79
Annual avoided costs, calculated using ENSC's DSM Potential Study at the Base Level, were provided by NS Power. They include the cost of energy and capacity. DATE FILED: February 27, 2015 & lt;sup>a Lifetime benefits are expressed as the n...

AI summary The text discusses annual avoided costs calculated by NS Power using ENSC's DSM Potential Study, including energy and capacity costs. It also references lifetime benefits, TRC, PAC, and ENS's planned participation by low-income customers as outlined in the 2015 DSM Resource Settlement Agreement.

Figure 1.4 - 2018 DSM Resource Plan Savings and Investment p. p. 79
Figure 1.4 - 2018 DSM Resource Plan Savings and Investment 2018 Investment (S million) Lifetime Benefits ($ million) a Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total R...

AI summary Figure 1.4 presents the 2018 DSM Resource Plan Savings and Investment, detailing the investment amounts, lifetime benefits, energy and demand savings, and cost tests for various residential and non-residential DSM programs in Nova Scotia.

2. RESIDENTIAL PROGRAMS AND SERVICES p. pp. 80-82
2. RESIDENTIAL PROGRAMS AND SERVICES Efficiency Nova Scotia's Residential sector offerings include a variety of initiatives to help homeowners, renters and landlords become more efficient in their use of electricity. Educating potential pa...

AI summary Efficiency Nova Scotia (ENS) offers residential energy efficiency programs, including rebates, education, and home assessments. Programs are categorized into Efficient Product Rebates, Existing Residential, and New Residential. ENS aims to maximize energy savings through multiple participant actions and will adapt services based on market and client needs.

2.4 Update on Energy Saving Actions p. pp. 85-86
2.4 Update on Energy Saving Actions Efficiency Nova Scotia's 2016-2018 DSM Resource Plan does not include a target or investment for Energy Saving Actions. ENS piloted the Home Energy Report in 2013, and it will continue until early 2016....

AI summary Efficiency Nova Scotia (ENS) discontinued the Home Energy Report pilot due to affordability concerns, opting for a lower DSM Plan level. ENS will continue exploring behavior-based energy efficiency incentives and conduct R&D through Enabling Strategies. Future DSM plans may revisit the Home Energy Report if higher energy savings are required.

3.2 Custom Incentives p. pp. 87-88
3.2 Custom Incentives The Custom Incentives program provides financial incentives to help commercial, industrial, not-for-profit and institutional customers reduce their electrical energy consumption and peak demand. Incentives are provide...

AI summary The Custom Incentives program offers financial support to commercial, industrial, and institutional customers in Nova Scotia to reduce energy consumption and peak demand through energy audits, technical upgrades, and tailored measures. It accommodates diverse project phases and supports engineering studies, energy-efficient retrofits, and cogeneration projects outside the COMFIT program.

3.3 Direct Installation p. pp. 88-91
3.3 Direct Installation The Direct Installation program is designed to assist small to medium-sized businesses reduce their energy consumption with turnkey solutions identified through a no-charge assessment. Direct Installation is deliver...

AI summary The Direct Installation program, managed by Efficiency Nova Scotia (ENS), helps small to medium businesses reduce energy use via turnkey solutions. Delivery agents handle procurement and installation, with shared costs and interest-free financing. Target customers include retail shops, restaurants, and non-profits. From 2016-2018, ENS plans to expand contractor participation and product offerings to meet evolving market needs.

4. ENABLING STRATEGIES p. pp. 91-93
4. ENABLING STRATEGIES Enabling Strategies are essential to ensure that ENS is able to increase awareness about energy efficiency, evolve services, and provide information and tools needed by Nova Scotians to make informed energy choices....

AI summary Enabling Strategies are critical for ENS to enhance energy efficiency awareness, evolve services, and drive participation. Key objectives include education, innovation, and market transformation. Examples include PACE financing support, research for incentive optimization, and initiatives like the LED Holiday Light Exchange. ENS advocates for increased funding to achieve long-term DSM goals despite short-term affordability challenges.

4.1 Education and Outreach p. pp. 93-94
4.1 Education and Outreach The complexity of the electricity system means that many concepts and terms are not familiar or accessible to most Nova Scotians. The concept of energy efficiency is equally challenging to communicate effectively...

AI summary Education and outreach are critical for promoting energy efficiency in Nova Scotia, as complex concepts require clear communication to engage residents. Efficiency Nova Scotia (ENS) has increased public awareness, but challenges remain in communicating intangible benefits and adapting to new technologies. The Electricity Efficiency and Conservation Restructuring (2014) Act underscores energy efficiency's role in the electricity supply, emphasizing the need for ongoing outreach efforts.

• Educating customers on ways to conserve energy, reduce peak demand, achieve cost-effective energy savings and lower their electric utility bills; p. p. 94
• Educating customers on ways to conserve energy, reduce peak demand, achieve cost-effective energy savings and lower their electric utility bills; 1 • Increasing public awareness of the value of participating in DSM 2 programs; 3 • Enabli...

AI summary The text outlines a strategy focused on educating customers on energy conservation, reducing peak demand, and achieving cost-effective energy savings. It emphasizes increasing public awareness of demand-side management (DSM) programs, promoting energy efficiency as a social norm, and engaging Nova Scotians through various outreach methods such as social media, electronic newsletters, and educational initiatives like the Green Schools program.

4.2 Development and Research p. pp. 94-97
4.2 Development and Research - Efficiency Nova Scotia uses evidence-based decision-making to improve program design and delivery and to guide business strategy. This approach ensures ENS is making the best possible decisions for evolving b...

AI summary Efficiency Nova Scotia (ENS) employs evidence-based decision-making to enhance program design and business strategy. ENS will invest in two areas: research and development for Demand Side Management (DSM) Resource Plans and programs, and activities to improve service delivery to Nova Scotians, ensuring alignment with evolving business needs and reducing risks.

4.2.1 Primary and Secondary Research p. p. 97
4.2.1 Primary and Secondary Research - Innovation is critical to ensure ENS programs reflect current technologies and consumer behaviour patterns. As such, an important focus of research will be to explore new opportunities for DSM program...

AI summary Efficiency Nova Scotia (ENS) emphasizes innovation in Demand Side Management (DSM) programs through primary and secondary research, focusing on new technologies, consumer behavior, and barriers to participation. Initiatives include developing the 2019-2021 DSM Resource Plan, exploring demand-response measures, piloting programs, and testing marketing strategies to enhance DSM effectiveness.

4.2.2 Development of DSM Information Management and Program Execution Systems p. pp. 97-98
4.2.2 Development of DSM Information Management and Program Execution Systems - Changes to enhance the customer experience through Programs 2.0 will require an information management system that can easily track and provide insight into al...

AI summary The development of DSM Information Management and Program Execution Systems aims to enhance customer experience, streamline reporting, and improve data tracking for ENS. The system will reduce processing time, minimize external consulting, and boost program uptake via database marketing, with investments continuing through 2016-2018.

4.3.4 Regulatory Affairs p. pp. 100-101
4.3.4 Regulatory Affairs As approved in the 2015 DSM Resource Plan, Regulatory Affairs initiatives outside of specific research conducted for DSM Resource Plans or Potential Studies are categorized as Enabling Strategies. As with other Ena...

AI summary Regulatory Affairs initiatives, categorized as Enabling Strategies, are essential for future energy savings. These include UARB costs, DSM Advisory Group activities, stakeholder consultations, and legal work. Approvals for these activities are necessary to achieve ongoing and future energy savings.

2. Contracted Deliverables p. p. 101
2. Contracted Deliverables ENS is proposing a three-year contracted deliverable of cumulative energy and peak demand savings. A three-year deliverable is consistent with previous multi-year DSM Plans, other jurisdictions and the Public Uti...

AI summary ENS proposes a three-year contracted deliverable for cumulative energy and peak demand savings, aligning with previous multi-year DSM plans, other jurisdictions, and the Public Utilities Act.

Multi-Year Plans p. p. 101
Multi-Year Plans A Dunsky report, Regulatory Oversight – A Balanced Approach for Efficiency Nova Scotia, January 24, 2012, included in ENSC's 2013-2015 DSM Plan Application as Appendix B, points out that ENS operates in an extremely comple...

AI summary The Dunsky report (2012) highlights ENS's challenges in a competitive market, emphasizing the discretionary nature of energy efficiency and the need for flexibility. The 2016-2018 DSM Plan aims to ensure program accessibility through a balanced portfolio, adapting to market conditions and stakeholder needs.

Other Jurisdictions p. p. 101
Other Jurisdictions ENS retained Dunsky Energy Consulting to provide advice on a set of performance requirements that ENS should propose for the UARB's consideration in this Application. The Dunsky report, DSM Performance Indicators, is at...

AI summary Efficiency Nova Scotia (ENS) retained Dunsky Energy Consulting to advise on performance requirements for the Nova Scotia Utility and Ratepayer Board (UARB). The Dunsky report, 'DSM Performance Indicators' (Appendix G), recommends ENS propose UARB-approved performance targets including cumulative annual energy and peak demand savings over three years at the portfolio level.

3. Contract Price p. p. 101
3. Contract Price In the Supply Agreement, Section 4.2 states the Contract Price shall constitute full compensation for the Electricity Efficiency and Conservation Activities, and no additional compensation shall be payable to, arising out...

AI summary The Contract Price in the Supply Agreement covers full compensation for Electricity Efficiency and Conservation Activities without additional payments for losses or costs. ENS accepts cost risk and proposes a three-year term for deliverables. Surplus funds may be split between a reserve fund and NS Power. Flexibility in adjusting strategies is emphasized.

Update on Implementation of 2013 Verification and Evaluation Recommendations p. p. 101
Update on Implementation of 2013 Verification and Evaluation Recommendations B C E F G K 1 As Shared with DSM Advisory Group November 2015 Updated February 2015

AI summary This document provides an update on the implementation of 2013 verification and evaluation recommendations, shared with the DSM Advisory Group in November 2015 and updated in February 2015.

1. EXECUTIVE SUMMARY p. pp. 101-133
1. EXECUTIVE SUMMARY The rate and bill impact analysis completed by Efficiency Nova Scotia (ENS) provides an overall trend-based picture of the rate and bill impacts of DSM at a rate-class level to help inform stakeholders and the UARB of...

AI summary Efficiency Nova Scotia (ENS) conducted a rate and bill impact analysis for its 2016-2018 DSM Resource Plan, showing rate increases but overall bill savings across all rate classes. While residential rates rose 3.5%, average bills decreased by 4% due to DSM measures, highlighting affordability considerations for stakeholders and the UARB.

2. INTRODUCTION p. p. 133
2. INTRODUCTION Efficiency Nova Scotia's rate and bill impact analysis is intended to be a high-level estimate of the impacts of demand-side management (DSM) activities on rate classes' rates and bills. The analysis model, initially filed...

AI summary Efficiency Nova Scotia's rate impact analysis model for demand-side management (DSM) provides high-level estimates of rate and bill impacts, developed by ENS and Elenchus Research Associates with Synapse Energy Economics' framework. The model was reviewed by Synapse and the DSM Advisory Group, with revisions made based on their feedback. Results are not literal but illustrate DSM options' impacts.

Rates versus Bills (Affordability) p. pp. 133-136
Rates versus Bills (Affordability) ENS has taken an in-depth and focused view of affordability in its 2016-2018 DSM Resource Plan Application. This analysis provides information on which to analyze the impacts of DSM, providing additional...

AI summary ENS's 2016-2018 DSM Resource Plan analysis shows that while short-term rates increase with 100% expensing, long-term rates decrease due to avoided capacity costs. Residential customers see bill reductions despite higher rates, but model discrepancies from removing the Home Energy Report affect savings estimates. ENS plans to address these issues in future models.

Rate and Bill Impact Trends p. p. 136
Rate and Bill Impact Trends With NS Power's release of non-confidential annual avoided costs, annual, rather than levelized, avoided costs have been used in the 2016-2018 analysis. This change in inputs has affected the presentation of res...

AI summary NS Power's shift from levelized to annual avoided costs in 2016-2018 analysis altered rate impact timing, showing greater near-term increases and long-term decreases while maintaining overall DSM benefits. This methodological change affects presentation but not total benefits over the DSM timeframe.

Incorporation of Point-of-Sale Discount Programs p. pp. 136-137
Incorporation of Point-of-Sale Discount Programs ENS provided the following explanation in its 2014 rate and bill impact analysis report. However, stakeholders may have similar questions regarding participation rates, so the explanation of...

AI summary ENS explains its upstream point-of-sale discount programs (e.g., Instant Savings) and their impact on participation rates, noting alignment with Oregon's Energy Trust practices. Saturation in some rate classes does not preclude future DSM participation, as programs may adjust measures to influence purchases.

Balanced Portfolio Approach p. p. 137
Balanced Portfolio Approach ENS's Evidence highlights the importance of a balanced portfolio approach. A balanced approach is also supported in Appendix E, which consists of Dunsky Energy Consulting's Balanced Plan Principles memo. The bil...

AI summary ENS's Evidence emphasizes a balanced portfolio approach, supported by Dunsky Energy Consulting's memo in Appendix E. DSM activities across rate classes provide benefits to Nova Scotians, outweighing rate impacts. The broad DSM program offerings demonstrate value to customers.

Overall Assumptions p. pp. 137-139
Overall Assumptions Differing from previous years, this rate and bill impact analysis is forward-looking and does not present historical results from 2011-2014. There are some instances however, that historical data were utilized; their sp...

AI summary The analysis is forward-looking, using ENS's 2016-2018 DSM Resource Plan and Navigant Consulting's EL-RAM model. It incorporates the 2014 IRP's energy forecasts up to 2040 provided by NS Power, with benefits extending 16 years beyond the plan's timeframe. Historical data is selectively used where relevant.

Rate Impact Assumptions p. p. 139
Rate Impact Assumptions In addition to an illustrative assumption of potential amortization impact on rates and bills, as described in the results section of this report, rate impacts are presented as year- over-year impacts (i.e., how rat...

AI summary The analysis presents rate impacts as year-over-year changes rather than comparing to a no-DSM baseline, following Synapse's recommendation that a no-DSM scenario was not considered during 2016-2018. This approach focuses on incremental changes rather than absolute comparisons.

Alternative DSM Scenarios p. p. 139
Alternative DSM Scenarios Alternative Scenarios explore the effect of varying levels of DSM investment. DSM Potential Study data ($M and GWh) for the Low, Base, and Mid-DSM Scenarios over 2016-2018 were used to inform the model with respec...

AI summary The analysis evaluates alternative DSM investment scenarios (Low, Base, Mid, and NS Power's 50% Low IRP) to assess energy savings impacts. ENS's proposed Plan is compared against these scenarios, with the Base scenario omitted due to similarity. NS Power's 50% Low Scenario, not vetted by ENS, uses conservative avoided costs. The model assumes 75% of energy savings changes stem from participant numbers, with 25% from adoption depth, capped at 100% participation.

Output Potential p. p. 139
Output Potential Summary sheets for rate, bill, participation and alternative DSM scenario impacts for each applicable rate class are included in Attachment 3. Inclusions on the summary sheet have been selected based on representative outp...

AI summary Attachment 3 contains summary sheets analyzing rate, bill, participation, and alternative DSM scenario impacts for each applicable rate class. The inclusions are based on representative model outputs from the analysis.

6. ENS'S USE OF THE RESULTS p. p. 139
6. ENS'S USE OF THE RESULTS - There are several ways in which ENS expects to use the results of this analysis: - ENS expects the analysis to help to inform ongoing discussions with NS Power and stakeholders in regards to the 2016-2018 DSM...

AI summary ENS plans to use analysis results for discussions with NS Power and stakeholders on the 2016-2018 DSM Resource Plan. It will focus recruitment efforts in specific rate classes while maintaining support for high-participation classes. ENS seeks input on integrating rate/bill impact analysis into other studies.

8. CONCLUSION p. p. 139
8. CONCLUSION ENS's rate and bill impact analysis provides an overview of general trends in relation to a specific snapshot in time of DSM in Nova Scotia. It captures the rate, bill and participation impact trends of particular DSM scenari...

AI summary ENS's rate and bill impact analysis outlines general trends in DSM impacts for Nova Scotia, providing a trend-based view rather than exact yearly values. This informs discussions for the 2016-2018 DSM Resource Plan by highlighting overall rate class impacts.

Stakeholder Stakeholder Comment p. p. 139
Assumptions used in ENS's 2016-2018 Rate and Bill Impact Analysis Stakeholder Stakeholder Comment ENSC's Response Inclusion in the model Consumer Advocate The data did attempt to model changes in savings resulting from changes in investmen...

AI summary The Consumer Advocate challenges ENSC's assumption that a 50% reduction in DSM spending would result in a 50% reduction in savings, as this was not modeled. ENSC acknowledges that the 50% Low Case from the IRP was not tested and agrees that the assumption is not supported by modeling. However, ENSC included the scenario for comparison purposes in the rate and bill impact analysis.

These assumptions are for rate and bill impact analysis purposes only and do not impact ENS's calculation of energy savings. p. pp. 139-163
These assumptions are for rate and bill impact analysis purposes only and do not impact ENS's calculation of energy savings. Category Item Assumption Overall Assumption General approach ENS has used the "snapshot" approach recommended by S...

AI summary The analysis uses a 'snapshot' approach to assess the impacts of specific DSM plans over three years (2016-2018) and the benefits of energy savings from measures installed during that period. This method isolates the impacts of proposed or approved DSM Plans and does not incorporate long-term assessments of DSM.

Appendix D, Attachment 3 p. pp. 165-184
Appendix D, Attachment 3 Line# Rate and Bill Impacts of DSM on the Small General Class 1 Impacts of DSM on the Small General Rate Class 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 Units 2 Incremental DSM Savi...

AI summary This table outlines the rate and bill impacts of Demand Side Management (DSM) on the Small General Class from 2016 to 2030. It includes incremental and cumulative DSM savings, costs, and average savings per participant, highlighting a decline in savings and costs after 2018.

Appendix D, Attachment 3 p. pp. 168-171
Appendix D, Attachment 3 Rate and d Bill Impa acts of DS M on the General C lass Impacts of DSM on the General Rate Class 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 Units Incremental DSM Savings 33.1 32.4 31...

AI summary This table outlines the impacts of Demand Side Management (DSM) on the General Rate Class from 2016 to 2030, including incremental and cumulative DSM savings, DSM costs, number of participants, and cost per kWh saved. The data shows a decline in DSM savings after 2018 and a steady increase in cost efficiency over time.

p. pp. 177-178
Line# Rate and Bill Impacts of DSM on the Medium Industrial Class 1 Impacts of DSM on the Medium Industrial Rate Class 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 Units 2 Incremental DSM Savings 3.4 3.4 3.3 0...

AI summary The table presents the rate and bill impacts of Demand Side Management (DSM) on the Medium Industrial Class from 2016 to 2030. It includes incremental and cumulative DSM savings, DSM costs, and cost per kWh saved, showing a decline in savings and costs after 2018.

Investing in Demand-side Resources: Considering Affordability p. p. 187
Investing in Demand-side Resources: Considering Affordability

AI summary The document examines the integration of demand-side resources in Nova Scotia's energy strategy, emphasizing affordability. It discusses balancing cost-effective energy efficiency programs with consumer affordability, involving entities like Efficiency Nova Scotia (ENS) and Nova Scotia Power Inc. (NSPI), while considering regulatory frameworks and stakeholder input.

1.1 Report Purpose p. p. 190
1.1 Report Purpose This report contextualizes the proposed level of investment in demand-side resources for 2016 to 2018 in Efficiency Nova Scotia's (ENS) three-year Demand-Side Resource Plan. We consider levels of demandside resource inve...

AI summary This report evaluates the proposed investment in demand-side resources for 2016–2018 under Efficiency Nova Scotia's (ENS) three-year plan, assessing their value to Nova Scotians and compliance with the Public Utilities Act .

1.2 Summary of Findings p. pp. 190-191
1.2 Summary of Findings - 1. Since 2011, excluding 2015, Nova Scotia has invested in demand-side resources at or above the level (in real terms) proposed by ENS in the 2016-2018 Demand-Side Resource Plan. - 2. Demand-side resource investme...

AI summary Nova Scotia's demand-side resource investments since 2011 (excluding 2015) meet or exceed ENS's 2016-2018 plan. These investments yield over $200M in net benefits, enhance affordability, and reduce Nova Scotia Power's revenue requirements. DSM is highlighted as cost-effective, with the Province's plan emphasizing its role in improving electricity affordability and economic competitiveness.

2. Benefits of Demand-Side Resource Investments in Nova Scotia p. p. 193
2. Benefits of Demand-Side Resource Investments in Nova Scotia

AI summary The section discusses the benefits of demand-side resource investments in Nova Scotia but lacks specific details due to the absence of substantive text beyond the heading.

2.1 Investments in Demand-side Resources p. p. 193
2.1 Investments in Demand-side Resources Demand-side management (DSM) is recognized as a highly cost-effective electricity supply resource.[10](#page-193-3) For Nova Scotians, DSM has reduced customer electricity costs, provided substantia...

AI summary Demand-side management (DSM) is highlighted as a cost-effective electricity resource, reducing customer costs and providing economic and system benefits since 2008. ENS's proposed investments are projected to yield over $200 million in ratepayer benefits. Jurisdictions in Canada and the U.S. recognize DSM's value, with some requiring utilities to procure all cost-effective demand-side resources.

2.2 Demand-Side Management is an Investment, Not a Cost p. pp. 193-194
2.2 Demand-Side Management is an Investment, Not a Cost Since 2008, demand-side resource investments have provided significant benefits to Nova Scotian households and businesses. On behalf of Efficiency Nova Scotia, Navigant's Electricity...

AI summary Since 2008, demand-side management (DSM) investments in Nova Scotia have delivered benefits to households and businesses. Efficiency Nova Scotia, using Navigant's EL-RAM model, assessed cost-effectiveness. The 2016-2018 plan optimized DSM investment for cost-effectiveness and broad participation, with program participants benefiting from lower bills and improved affordability.

2.3 Relative Size of Demand-side Resource Investments in Nova Scotia p. pp. 194-195
2.3 Relative Size of Demand-side Resource Investments in Nova Scotia [Figure 1](#page-194-1) includes the investment level proposed by ENS over the 2016-2018 period and approved for 2015, and presents a comparison of both historical demand...

AI summary This section discusses the relative size of demand-side resource investments in Nova Scotia, comparing proposed and approved investment levels over specific periods and showing their proportion of residential revenue requirements. The data indicates that demand-side investments account for 2.4% of average household electricity costs, with a gross monthly cost share of less than $3.45.

Figure 1. Residential Sector Demand-side Investment vs. All Other Sector Electricity Spending – 2011 to 2018 p. p. 195
Figure 1. Residential Sector Demand-side Investment vs. All Other Sector Electricity Spending – 2011 to 2018 Year Residential Revenue Requirement (includes Customer Charge) ($ million) [ a ] Demand-side Plan Residential Investment with 50%...

AI summary Figure 1 compares residential sector demand-side investment with all other sector electricity spending from 2011 to 2018. It shows that demand-side investment constitutes a small percentage of residential revenue requirement, with the average cost share per customer remaining relatively stable over time.

2.3.1 Relative Size of Household Demand-side Resource Investments as Compared with Total Energy Costs p. p. 196
2.3.1 Relative Size of Household Demand-side Resource Investments as Compared with Total Energy Costs When compared with total stationary household energy expenditures (excluding transportation), demand-side resource investments are a very...

AI summary Demand-side resource investments constitute a minor portion of Nova Scotia households' energy expenditures. Reducing these investments, as proposed by ENS, would minimally affect short-term affordability but could compromise mid- and long-term affordability.

2.4 Macroeconomic Benefits p. pp. 196-197
2.4 Macroeconomic Benefits The current investment level proposed by ENS is estimated to yield more than $200 million in net total resource benefit to ratepayers over the period of 2016 to 2018.[18](#page-196-3) In addition to these benefit...

AI summary ENS's proposed investment is projected to generate over $200 million in net total resource benefits for Nova Scotia ratepayers (2016-2018). Energy efficiency benefits extend beyond traditional DSM cost-effectiveness tests. The analysis uses Navigant's EL-RAM model, with a note that NSUARB M06475 suggests potential underestimation of benefits if NSPI ratepayers have lower capital costs than the utility.

2.4.2 Economic Benefit of Demand-side Resource Investments for Nova Scotians p. p. 197
2.4.2 Economic Benefit of Demand-side Resource Investments for Nova Scotians Total economic impact analysis examines the direct, indirect, and induced impacts of a particular activity. The energy efficiency sector provides benefits to the...

AI summary The analysis highlights that demand-side resource investments in Nova Scotia generate economic benefits across direct, indirect, and induced impacts. The energy efficiency sector contributes to the provincial economy through these three categories, emphasizing broader economic advantages.

2.4.3 Electricity System Benefits p. p. 198
2.4.3 Electricity System Benefits Investments in demand-side resources also yield system benefits that support long and short-run cost savings and are included in benefit/cost calculations. - Reducing and delaying energy supply requirement...

AI summary Demand-side investments reduce energy supply needs, lower line losses, and decrease capacity reserves, enhancing long-term affordability. These benefits include delaying infrastructure costs, reducing transmission congestion, and improving efficiency during peak and off-peak periods. Generation and capacity savings are amplified by demand reduction multipliers during peak times.

2.5 Further Benefits of Demand-side Resource Investments p. p. 198
2.5 Further Benefits of Demand-side Resource Investments

AI summary This section discusses additional benefits of demand-side resource investments, emphasizing efficiency programs and regulatory considerations in Nova Scotia. Key entities include Nova Scotia Power Inc. (NSPI), Efficiency Nova Scotia (ENS), and the Nova Scotia Utility and Review Board (UARB), with a focus on cost savings, environmental impact, and program administration.

2.5.1 Overview p. pp. 198-199
2.5.1 Overview Demand-side resource investments provide additional benefits above and beyond the direct system benefits available to all customers and the electricity bill savings that accrue to Nova Scotian households and businesses that...

AI summary Demand-side investments provide non-energy benefits (NEBs) to participants, utilities, and society, enhancing affordability despite low costs. These benefits, beyond direct savings, are highlighted in Lazar and Colburn's 2013 report on energy efficiency's full value.

2.5.2 Emissions Reductions p. p. 199
2.5.2 Emissions Reductions Notwithstanding existing emissions caps and the expectation that the generation portfolio in Nova Scotia will be less reliant on coal and fossil fuels in the future, in 2014, Nova Scotia Power generated 61 percen...

AI summary In 2014, Nova Scotia Power generated 61% of its electricity from coal and 75% from fossil fuels, contributing to public health risks and greenhouse gas emissions. Demand-side resources can reduce these emissions, benefiting health and society.

2.5.3 Participant Non-energy Benefits p. p. 199
2.5.3 Participant Non-energy Benefits In addition to electricity energy savings that produce bill reductions, demand-side program participants may experience non-energy benefits, such as improved comfort, increased property values, improve...

AI summary Demand-side program participants in Nova Scotia may experience non-energy benefits such as improved comfort, increased property values, and enhanced productivity, in addition to energy savings and bill reductions. These indirect benefits are recognized alongside direct energy efficiency outcomes.

2.5.4 Utility Non-energy Benefits p. p. 199
2.5.4 Utility Non-energy Benefits In addition to avoided energy and capacity costs, demand-side resources often are considered a lower risk option compared with many supply-side alternatives. By contrast with major supply infrastructure, d...

AI summary Demand-side resources are highlighted as lower-risk investments compared to supply-side alternatives due to their dispersed nature and reliability. They reduce fuel supply needs for fossil generators, mitigating market price volatility. These benefits are not typically addressed in traditional cost-effectiveness analyses of demand-side resources.

2.5.6 Summary of Non-energy Benefits Issues p. pp. 199-200
2.5.6 Summary of Non-energy Benefits Issues Increasingly, non-energy benefits – especially those that accrue to participants – are viewed as significant benefit streams that the current demand-side resource benefit-cost analysis effectivel...

AI summary Non-energy benefits, particularly those to participants, are overlooked in the current demand-side resource benefit-cost analysis. This neglect is critical as the analysis should reflect total benefits and costs to both participants and non-participants, justifying affordable investments with net financial benefits for ratepayers.

2.6 Affordability of Demand-side Resource Investments in Nova Scotia p. pp. 200-201
2.6 Affordability of Demand-side Resource Investments in Nova Scotia Utility resource planning efforts face a long-term responsibility to deliver reliable service at least cost for ratepayers. In the context of this guiding principle, the...

AI summary The text argues that under-investing in demand-side resources (DSM) in Nova Scotia could lead to higher long-term costs and reduced benefits for ratepayers. While ENS reduced short-term DSM investments compared to Nova Scotia Power's Preferred Resource Plan, the analysis suggests that long-term benefits are still significant. Alternative rate mitigation strategies, like rate smoothing, are recommended over reducing DSM investments.

MEMO p. p. 201
MEMO To: EFFICIENCY NOVA SCOTIA From: Philippe Dunsky Date: February 26th, 2015 Re.: DSM Portfolio Design DSM Portfolio Principles and Principles Considerations Considerations

AI summary Memo from Philippe Dunsky to Efficiency Nova Scotia discussing DSM portfolio design principles and considerations for a regulatory proceeding in Nova Scotia.

Approach p. p. 201
Approach Few regions have adopted a formal and publically available set of principles to guide their DSM plans. This is partly the result of the complexity of DSM itself which, for reasons we will explain below, does not lend itself well t...

AI summary The document outlines the complexity of Demand Side Management (DSM) and identifies four guiding principles for DSM plans: maximizing energy savings, optimizing net benefits, minimizing risk, and ensuring equitable access. It emphasizes balancing these goals with trade-offs and the need for diverse portfolios and sustained market presence.

Consideration #1: MAXIMIZE SAVINGS SAVINGS p. p. 201
Consideration #1: MAXIMIZE SAVINGS SAVINGS A DSM Program Administrator exists first and foremost to produce DSM savings. Yet even this goal is not entirely straightforward, as it involves a tension between two related goals: short-term sav...

AI summary The text discusses the balance between short-term and long-term savings in DSM programs, emphasizing that short-term initiatives (like immediate energy-saving measures) are essential for building market familiarity and enabling long-term efficiency gains through education, training, and market transformation.

IMPLICATION: In building its three IMPLICATION MPLICATION: In its : three-year DSM plan, we encourage ENS to seek a balance year encourage ENS to seek a between short short-and long and longand long-term savings goals. term goals. To this end: p. p. 201
IMPLICATION: In building its three IMPLICATION MPLICATION: In its : three-year DSM plan, we encourage ENS to seek a balance year encourage ENS to seek a between short short-and long and longand long-term savings goals. term goals. To this...

AI summary The text advises ENS to balance short-term and long-term savings goals in its three-year DSM plan by investing in high-risk, long-term market transformation efforts, valuing full measure lifespans, and considering long-term impacts of short-term initiatives. It warns against focusing solely on quantifiable savings, which may neglect cost and variable benefits.

Consideration #2: MAXIMIZE NET BENEFITS ET NBENEFITS p. p. 201
Consideration #2: MAXIMIZE NET BENEFITS ET NBENEFITS One of the key drivers for DSM is its cost-effectiveness – the extent to which benefits exceed costs – when compared against supply-side energy resources. As such, most DSM PAs focus sig...

AI summary The document emphasizes that Demand Side Management (DSM) should prioritize maximizing net benefits over minimizing costs alone. It argues that energy savings from different measures (e.g., efficient heating vs. fridges) vary in value due to usage patterns and longevity. For example, savings from building envelopes outlast those from T8 lamps, affecting NSPI's avoided costs.

Consideration #3: MINIMIZE RISK p. p. 201
Consideration #3: MINIMIZE RISK As with any business designed for the long haul, minimizing risk is an important consideration. For DSM, we note at least two ways in which risk ought to be considered: (a) portfolio diversification, and (b)...

AI summary The text emphasizes minimizing risk in Demand Side Management (DSM) through portfolio diversification and market presence. Diversification adds value not captured by cost-benefit estimates, achievable via multiple methods, though the text is cut off mid-example.

Consideration #4: MAXIMIZE EQUITY ( QUITY E(SOCIAL LICENSE SOCIAL LICENSE LICENSE) p. p. 201
Consideration #4: MAXIMIZE EQUITY ( QUITY E(SOCIAL LICENSE SOCIAL LICENSE LICENSE) Businesses must generally obtain a "social license" – general acceptance of, and support from, the communities in which they operate. In the case of DSM, to...

AI summary Maximizing equity in DSM programs requires ensuring broad access, particularly for low-income customers, multifamily buildings, and small businesses facing barriers like split incentives. Special programs and higher Program Administrator costs may be needed, though this can reduce net benefits. Equity-focused design should balance access with rate impacts.

SUMMARY SUMMARY& CONCLUSION & CONCLUSION p. p. 201
SUMMARY SUMMARY& CONCLUSION & CONCLUSION The business of "selling" Demand-Side Management is not fundamentally different from most business ventures: when taking a long-term perspective, strategic planning involves balancing multiple objec...

AI summary Efficiency Nova Scotia (ENS) must balance multiple objectives in its Demand-Side Management (DSM) strategy, including maximizing short-term and long-term savings, minimizing costs, ensuring value, managing risks, preserving relationships, and ensuring broad access. A balanced approach is emphasized to achieve long-term success in DSM portfolio development.

DSM PERFORMANCE INDICATORS p. p. 201
DSM PERFORMANCE INDICATORS

AI summary The document outlines performance indicators for Demand Side Management (DSM) programs, likely related to regulatory proceedings in Nova Scotia. It may involve entities like Nova Scotia Power Inc. (NSPI) and Efficiency Nova Scotia (ENS), with focus on energy efficiency, program evaluation, and compliance with regulatory standards.

JURISDICTIONAL REVIEW & RECOMMENDATIONS FOR EFFICIENCY NOVA SCOTIA p. p. 201
JURISDICTIONAL REVIEW & RECOMMENDATIONS FOR EFFICIENCY NOVA SCOTIA PREPARED BY

AI summary This document outlines a jurisdictional review and efficiency recommendations for Efficiency Nova Scotia (ENS), focusing on regulatory oversight and program effectiveness. Key entities include Nova Scotia Power Inc. (NSPI) and the Nova Scotia Utility and Ratepayer Board (NSUARB). The review addresses DSM programs, HST implications, and TRC methodologies.

Section 639 p. p. 212
link to specific targets – on a set of additional indicators of success. Specifically: RECOMMENDATION #1: ENS adopt two Target Performance Indicators applied to the 2016-2018 Plan, namely: • Cumulative annual energy savings; and • Cumulati...

AI summary The recommendations focus on enhancing ENS's performance indicators by introducing cumulative annual energy and peak demand savings, developing a methodology for lifetime energy savings, and considering additional indicators such as total ratepayer benefits and customer satisfaction for annual reporting.

The table below summarizes our recommendations: p. p. 212
The table below summarizes our recommendations: Performance Indicator Target (TPI) Other (OPI) Note on metrics Cumulative Annual Electricity Savings GWh/yr (last year of plan) Cumulative Annual Peak Demand Savings MW (last year of plan) Cu...

AI summary The table outlines performance indicators and targets for energy efficiency programs, including cumulative electricity and peak demand savings, as well as considerations for value and other factors. The focus is on transitioning certain metrics from optional performance indicators to target performance indicators in the next three-year plan.

2. TARGET PERFORMANCE INDICATORS p. p. 212
2. TARGET PERFORMANCE INDICATORS

AI summary Section 2 outlines Target Performance Indicators (TPIs) for Nova Scotia's energy efficiency and demand-side management programs. It references regulatory bodies like the NSUARB, organizations such as NSPI and ENS, and programs including DSM and BER. Key themes involve performance metrics, program administration, and compliance with energy efficiency standards.

3.1. CHOICE OF CASE STUDIES p. p. 219
3.1. CHOICE OF CASE STUDIES For purposes of this study, we conducted a scan of target performance indicators used in ten jurisdictions across the U.S. and Canada. The selected regions were chosen using the following criteria: - Third-Party...

AI summary The study selected ten jurisdictions in the U.S. and Canada for case studies, focusing on regions with third-party DSM administrators and recognized DSM leaders. The criteria included regions using third-party PAs and those with performance incentive mechanisms, such as California and Ontario.

VERMONT p. p. 224
VERMONT Efficiency Vermont, the program administrator currently operated by Vermont Energy Investment Corporation (VEIC), is eligible to receive a performance incentive of up to $3.9M over the current 3-year Plan period. This represents ap...

AI summary Efficiency Vermont, administered by VEIC, can earn a performance incentive of up to $3.9M over three years if it meets 7 performance targets and 8 minimum requirements. Failure to meet minimum requirements may significantly reduce incentives, and annual verification of savings is required.

Table 3: Target performance indicators and Minimum Requirements in Vermont p. p. 224
Table 3: Target performance indicators and Minimum Requirements in Vermont Target performance indicators Metric Unit Electricity savings (Net annual cumulative) MWh Total Resource Benefits (electric, fossil, water) $ NPV Summer Peak Demand...

AI summary Table 3 outlines target performance indicators and minimum requirements in Vermont, including metrics like electricity savings, Total Resource Benefits (TRB), and participation thresholds. TRB is calculated based on avoided cost forecasts and adjusted for changes over time.

DISTRICT OF COLUMBIA p. p. 226
DISTRICT OF COLUMBIA Following the same structure as Vermont, the performance of the DC Sustainable Energy Utility (SEU), also operated by VEIC, is evaluated using six performance targets and three minimum requirements (Table 4). An annual...

AI summary The performance of the DC Sustainable Energy Utility (SEU) is evaluated using six performance targets and three minimum requirements, similar to Vermont. An annual incentive of up to $600,000 is available, which is about 4% of the SEU's annual DSM budget, and savings are subject to annual verification.

MASSACHUSETTS p. p. 227
MASSACHUSETTS In Massachusetts, utilities are responsible for delivering energy efficiency, and can earn performance incentives if they hit performance targets. In aggregate, Massachusetts's utilities can receive performance incentives of...

AI summary In Massachusetts, utilities are responsible for delivering energy efficiency and can earn performance incentives if they meet targets. The total possible incentives are up to $63M over three years, capped at 5% of the total DSM budget. Performance is measured using three indicators: savings, value, and 'performance', with the latter based on ten metrics focused on market transformation and depth of savings.

Table 6: Target performance indicators in Hawaii p. p. 229
Table 6: Target performance indicators in Hawaii Target performance indicators Metric Unit Energy Savings kWh/yr (cumul.ann.) Peak Demand Savings kW (cumul.ann.) Total Resource Benefit (TRB) $ NPV Market Transformation - Behavior Modificat...

AI summary Table 6 outlines target performance indicators in Hawaii, focusing on energy and peak demand savings, Total Resource Benefit (TRB), and market transformation metrics. TRB is defined as the net present value of savings, adjusted retroactively for changes in avoided cost forecasts, similar to practices in Massachusetts and Vermont. Lifetime savings are based on ex-ante estimates of energy measures' useful lives.

OREGON p. p. 230
OREGON Oregon does not have a performance incentive mechanism in place. Nevertheless, the Oregon Public Utilities Commission (OPUC) has set target performance indicators by which the program administrator, Energy Trust of Oregon, is to be...

AI summary Oregon lacks a performance incentive mechanism, but the Oregon Public Utilities Commission (OPUC) has established target performance indicators (TPIs) for the Energy Trust of Oregon (ETO). Failure to meet these TPIs could result in a review by OPUC and potentially the termination of ETO's contract.

4.2. DISCUSSION & RECOMMENDATIONS p. p. 235
4.2. DISCUSSION & RECOMMENDATIONS Two target performance indicators meet all of the above-noted five criteria, namely: Cumulative annual energy savings, and Cumulative annual peak demand savings. These indicators are clearly within the sco...

AI summary Two Target Performance Indicators (cumulative annual energy and peak demand savings) are recommended for ENS due to their alignment with its mandate, measurability, and controllability. A third indicator (cumulative lifetime energy savings) is noted as important but lacks reporting history in Nova Scotia. The UARB would set specific targets for the first two indicators to assess ENS performance and inform franchise renewal decisions.

DSM SCREENING IN NOVA SCOTIA TOWARD A BALANCED COST-EFFECTIVENESS FRAMEWORK p. pp. 244-245
DSM SCREENING IN NOVA SCOTIA TOWARD A BALANCED COST-EFFECTIVENESS FRAMEWORK PREPARED BY DUNSKY ENERGY CONSULTING Philippe Dunsky, President François Boulanger, Senior Consultant SUBMITTED TO EFFICIENCY NOVA SCOTIA February 23rd, 2015

AI summary A document prepared by Dunsky Energy Consulting and submitted to Efficiency Nova Scotia on February 23, 2015, discusses DSM screening in Nova Scotia toward a balanced cost-effectiveness framework. The report outlines the need for a structured approach to evaluating demand-side management programs, emphasizing cost-effectiveness and regulatory considerations.

EXECUTIVE SUMMARY p. p. 248
EXECUTIVE SUMMARY The Total Resource Cost (TRC) test was first defined, along with a series of other "standard" tests, in 1983, in the context of California's initial, utility-driven energy efficiency and demand-side management (DSM) progr...

AI summary The Total Resource Cost (TRC) test, introduced in 1983, has been widely used since the 1990s to evaluate demand-side management (DSM) cost-effectiveness. However, recent concerns question its continued use, citing four unresolved issues affecting decision-making in DSM programs.

RECOMMENDATIONS p. p. 248
RECOMMENDATIONS - 1. Nova Scotia adopts the Program Administrator Cost (PAC) as the primary test for purposes of screening DSM cost-effectiveness; - 2. The PAC test be applied for information purposes at the program and portfolio levels, a...

AI summary The recommendations focus on adopting the Program Administrator Cost (PAC) as the primary test for DSM cost-effectiveness, applying it at different levels, re-examining discount rates for consistency, and developing a transparent reporting template based on NESP's framework.

INTRODUCTION TO DSM SCREENING p. p. 248
INTRODUCTION TO DSM SCREENING

AI summary An introduction to Demand Side Management (DSM) screening in Nova Scotia, involving key organizations like Efficiency Nova Scotia (ENS) and Nova Scotia Power Inc. (NSPI), with references to regulatory frameworks and energy efficiency programs.

BRIEF HISTORY p. p. 248
BRIEF HISTORY In the early 1980s, following on the heels of the second energy crisis, California's utilities moved to encourage improved customer energy efficiency. In order to provide a framework for judging the appropriateness of utility...

AI summary In the early 1980s, California's utilities developed standardized tests for DSM spending following the second energy crisis, leading to the creation of the Standard Practice Manual (SPM) by the California Energy Commission and California Public Utilities Commission in 1983. Subsequent revisions have been largely cosmetic.

STANDARD COST-EFFECTIVENESS TESTS p. pp. 248-253
ration as a type of DSM, and expanding on the nature of externalities that should be included in the Societal Cost Test (California Public Utilities Commission and California Energy Commission, 2001). In addition to the three perspective p...

AI summary The text discusses the Societal Cost Test (SCT) and Program Administrator Cost (PAC) test within cost-effectiveness frameworks. The SCT includes broader societal benefits, particularly environmental factors, while the PAC test compares utility savings from DSM to supply costs. The Standard Practice Manual outlines these tests as guidance for judgment, not strict criteria.

CHOICE OF TESTS: THE RISE OF THE TRC AND MORE RECENT TRENDS p. p. 253
CHOICE OF TESTS: THE RISE OF THE TRC AND MORE RECENT TRENDS Through the vagaries of time and the shifting importance given to DSM, most states and provinces that gave it consideration have, in the end, landed on the use of the TRC test as...

AI summary The document discusses the evolution of cost-effectiveness testing in demand-side management (DSM), noting the initial dominance of the Total Resource Cost (TRC) test due to abundant low-cost opportunities. However, with diminishing low-hanging fruit and the recognition of non-energy benefits (NEBs), there's a growing shift towards alternative tests. Program administrators are reevaluating TRC's limitations, and many DSM leaders now use other methods.

REGULATORY DRIVERS p. p. 253
REGULATORY DRIVERS While the current effort at DSM in Nova Scotia is relatively new, the province's consideration of DSM dates back over fifteen years. Indeed, in the mid-1990s, in the context of an Integrated Resource Planning (IRP) proce...

AI summary Nova Scotia's DSM evolution spans 15+ years, with UARB using TRC thresholds (0.8 in 1990s, 1.0 in 2006) for DSM evaluation. The 2014 IRP prioritized cumulative revenue requirements over customer costs, while the 2014 Act linked energy efficiency to NSPI cost reduction via PAC. Synapse's analysis excluded customer costs in revenue assessments.

POLICY DRIVERS p. p. 253
POLICY DRIVERS Nova Scotia's DSM is arguably driven by imperatives outside of the strict regulatory arena as well. We note that in 2012, an equivalency agreement between the Province and the federal government was reached on climate change...

AI summary Nova Scotia's DSM is influenced by 2012 climate change agreements with the federal government, allowing carbon exemptions for power plants in exchange for sectoral reductions. The 2014 Electricity Efficiency and Conservation Plan formalized ENS's role in competing energy savings with supply options, aligning with PAC cost-effectiveness tests. Nova Scotia's approach reflects broader trends in reevaluating DSM strategies.

ISSUE #1: ACCURACY: IS THE TRC CALCULATED CORRECTLY? p. p. 257
ISSUE #1: ACCURACY: IS THE TRC CALCULATED CORRECTLY? The TRC is the most common test currently in use, and compares all direct benefits, expressed through avoided energy and capacity supply costs, to all direct costs, both for the DSM prog...

AI summary The TRC (Total Resource Cost) ratio compares avoided energy and capacity costs to program and participant costs. While the simplified formula is clear, the detailed algorithm in the Standard Practice Manual lacks clarity on key inputs and assumptions. Six components of the TRC calculation may use different methodological approaches, raising concerns about accuracy.

PARTICIPANT NON-ENERGY BENEFITS (NEBS) p. pp. 257-263
pically focus on the capital savings and reduced staff time associated with much longer equipment lives (i.e. reduced frequency of equipment replacement). Meanwhile, incorporating daylighting into new commercial office buildings is sold fa...

AI summary The text highlights that non-energy benefits (NEBs) are often undervalued by TRC despite their significance in demand-side management (DSM) programs. Literature from Massachusetts shows NEBs can account for up to 70% of total program benefits, emphasizing their impact on benefit-cost ratios. Studies demonstrate NEBs' value in residential and commercial sectors, though TRC currently assigns them zero value.

OTHER NON-ENERGY BENEFITS AND ISSUES p. p. 263
OTHER NON-ENERGY BENEFITS AND ISSUES Beyond Participant NEBs, DSM may offer additional non-energy benefits that accrue to the utility, and/or to society as a whole.

AI summary The text highlights that Demand Side Management (DSM) may provide additional non-energy benefits beyond Participant Non-Energy Benefits (NEBs), benefiting both the utility and society. These benefits are considered in the regulatory proceeding.

Utility NEBs p. p. 263
Utility NEBs Other than avoided energy and capacity costs, DSM is often considered a lower risk option than many of its supply-side alternatives. This lower risk is primarily related to four aspects of the DSM profile: - 1. Hedge against f...

AI summary Demand Side Management (DSM) is presented as a lower-risk alternative to supply-side energy options due to its fuel price hedging, reliability, and planning flexibility. DSM mitigates fuel price volatility, avoids construction risks, and offers load-matching reliability. Regions like the U.S. Northwest attribute risk benefits to DSM in cost-effectiveness analyses.

Societal NEBs p. p. 263
Societal NEBs While we have discussed participant and utility NEBs, DSM is also known to generate non-energy benefits for society as a whole, primarily through (1) environmental benefits (to the extent they are not already internalized in...

AI summary The text discusses societal non-energy benefits (NEBs) from demand-side management (DSM), including environmental and macroeconomic benefits. Environmental benefits include reduced emissions, while macroeconomic benefits involve increased GDP and job creation. It critiques the Total Resource Cost (TRC) method for being biased against energy efficiency and not fully capturing societal benefits. The document notes that in Nova Scotia, carbon emissions are already partially internalized due to legislation.

SUMMARY OF NEB ISSUES p. p. 263
SUMMARY OF NEB ISSUES Increasingly, non-energy benefits – especially those that accrue to participants – are viewed as significant benefit streams that the current TRC effectively neglects. This is critical to the extent that the TRC's pur...

AI summary The document critiques the Total Resource Cost (TRC) methodology for neglecting non-energy benefits (NEB), particularly for participants. It notes that some regions modify TRC to include NEB or adopt alternative tests. A study evaluated DSM scenarios with 1.0%-2.5% annual savings, referencing Nova Scotia's 2012 DSM achievement of 1.52% annual sales. The text also mentions deliberate low-rate choices to avoid discounting future generations' interests.

IMPLICATIONS FOR NOVA SCOTIA p. p. 263
IMPLICATIONS FOR NOVA SCOTIA Nova Scotia's current TRC does not account for non-energy benefits, whether they accrue to participants, the utility, or society at large. By failing to account for these benefits, while fully accounting for pa...

AI summary Nova Scotia's current Total Resource Cost (TRC) methodology excludes non-energy benefits (NEB), creating a bias against Demand Side Management (DSM) by fully accounting for participant costs while ignoring societal and utility-level NEB.

ISSUE #4: POLICY: WHAT IF THE TRC IS INCONSISTENT WITH PUBLIC POLICY? p. p. 263
ISSUE #4: POLICY: WHAT IF THE TRC IS INCONSISTENT WITH PUBLIC POLICY? Throughout the 1990s, when the TRC first took on prominence as the pre-eminent DSM screen, most program administrators were working against growing but still modest DSM...

AI summary The text discusses the evolution of DSM goals from the 1990s to today, noting increased targets (1.5-3% annual savings) and improved baselines due to factors like consumer awareness and new codes. This combination is increasing costs for DSM administrators, requiring more expensive measures like deep retrofits and solar hot water to meet targets.

RECENT CHANGES TO STANDARD PRACTICES p. p. 263
RECENT CHANGES TO STANDARD PRACTICES

AI summary The document outlines recent updates to standard practices in Nova Scotia's regulatory proceedings, involving entities like NSPI, ENS, and UARB. Key topics include energy efficiency programs, demand-side management, and regulatory frameworks. No specific arguments or cross-references are detailed in the provided text.

TRENDS IN LEADING REGIONS p. p. 263
TRENDS IN LEADING REGIONS The concerns noted previously – errors in applying the TRC, unintentional bias in TRC results, conflict with official energy policies, and neglect of bottom-line concerns – are increasingly shared across the energ...

AI summary The report discusses concerns with the Total Resource Cost (TRC) test, including errors, bias, and conflicts with energy policies, leading to its modification or replacement in several regions. Six regions use a Modified Total Resource Cost (MTRC) test, four use the Program Administrator Cost (PAC) test in combination with TRC or the Societal Cost Test (SCT), and one region uses PAC or SCT alone.

Figure 6. Case Studies: Select Regions that Use Alternatives to the Standard TRC p. p. 263
Figure 6. Case Studies: Select Regions that Use Alternatives to the Standard TRC STATE PRIMARY TEST COMPONENTS SCREENING (2014 SCORECARD POSITION) TEST Non-Energy Benefits (NEBs) Participant Utility Societal Disc. Rate (Societal) LEVEL Not...

AI summary Figure 6 presents case studies of various regions using alternatives to the Standard Total Resource Cost (TRC) method, including modified TRC (mTRC), Societal Cost Test (SCT), and Program Administrator Cost (PAC). These regions implement different approaches, such as incorporating non-energy benefits (NEBs) and using hybrid delivery models, to evaluate energy efficiency programs.

OPTIONS FOR NOVA SCOTIA p. p. 263
OPTIONS FOR NOVA SCOTIA

AI summary Nova Scotia's regulatory proceeding discusses energy options involving Demand Side Management (DSM), Harmonized Sales Tax (HST), and Integrated Resource Plan (IRP). Key entities include Nova Scotia Power Inc. (NSPI), Efficiency Nova Scotia (ENS), and the Nova Scotia Utility and Review Board (UARB), with KPMG involved in analysis. The proceeding evaluates programs, legislation, and utility regulations.

Fig. 7. Overview of Concerns & Implications for Nova Scotia p. p. 263
Fig. 7. Overview of Concerns & Implications for Nova Scotia OUR CONCERNS NESP & NEEP GUIDELINES CONSIDERATIONS FOR NOVA SCOTIA ACCURACY Key assumptions may not reflect deliberate or appropriate choices. Both guidelines insist on need for t...

AI summary The document discusses concerns with the Total Resource Cost (TRC) methodology, including potential bias, lack of transparency, and misalignment with policy goals. It suggests that Nova Scotia should consider alternative frameworks like the Program Administrator Cost (PAC) test for better alignment with best practices and ratepayer value.

OPTION A. FIX THE TRC (ASSESS NON-ENERGY BENEFITS + OTHER CHANGES) p. p. 263
OPTION A. FIX THE TRC (ASSESS NON-ENERGY BENEFITS + OTHER CHANGES) One solution to the above concerns is to directly address each – or as many as possible, within reason – of the missing benefits or other algorithmic concerns, namely: acco...

AI summary Option A proposes addressing missing benefits and algorithmic issues in the Total Resource Cost (TRC) by incorporating non-energy benefits (NEBs) and reevaluating the discount rate for Demand Side Management (DSM) future benefits. This aims to improve the accuracy of TRC calculations and ensure comprehensive consideration of all relevant factors.

1. ACCOUNT FOR PARTICIPANT NON-ENERGY BENEFITS (NEBS) p. p. 263
1. ACCOUNT FOR PARTICIPANT NON-ENERGY BENEFITS (NEBS) The exclusion of participant NEBs is arguably the most important factor in generating bias against DSM. On the other hand, the reason that NEBs have historically been excluded is that t...

AI summary The exclusion of participant non-energy benefits (NEBs) may bias against demand-side management (DSM). NEBs are hard to quantify, leading to varied valuation methods: specific valuations via market research, inferred valuations using cost-saving algorithms, or approximate adders. Each approach has trade-offs, balancing accuracy against over-conservatism or false precision.

2. ACCOUNT FOR UTILITY NEBS p. p. 263
2. ACCOUNT FOR UTILITY NEBS As discussed previously, DSM arguably brings additional non-energy benefits to the utility (and hence ratepayers), primarily through risk mitigation. While risk benefits are important, they are even more difficu...

AI summary The document discusses the challenges of quantifying non-energy benefits (NEBs) from Demand Side Management (DSM), noting that regions like Vermont and the U.S. northwest use proxy adjustment factors in their cost-effectiveness algorithms. Risk mitigation is highlighted as a key non-energy benefit, though it remains difficult to measure.

Figure 8. Participant NEBs: The Case of B.C. p. p. 263
Figure 8. Participant NEBs: The Case of B.C. In British Columbia, the ambitious DSM goals of BC Hydro and Fortis BC recently began to hit up against the limitations of the TRC. As a result, in December 2011, the province chose to redefine...

AI summary British Columbia redefined its Total Resource Cost (TRC) test to include non-energy benefits (NEBs) from demand-side management (DSM) programs. Three methods were introduced for NEB inclusion, with a 15% cap on portfolio-level impacts. Nova Scotia Power may benefit from reduced utility costs due to lower consumer electricity bills, though these are not quantified as utility NEBs.

3. ACCOUNT FOR ENVIRONMENTAL EXTERNALITIES? p. p. 263
3. ACCOUNT FOR ENVIRONMENTAL EXTERNALITIES? Environmental externalities are the most common DSM non-energy benefit included in costeffectiveness screening. A recent ACEEE study (Kushler, Nowak, & Witte, 2012) reports that 35% of the survey...

AI summary The text discusses the inclusion of environmental externalities in demand-side management (DSM) cost-effectiveness screening, citing a 2012 ACEEE study showing 35% of U.S. jurisdictions include such benefits. It notes that Nova Scotia's regulations may already internalize emissions through existing compliance measures, questioning the need for additional externalities accounting beyond societal perspectives.

4. REVISIT DISCOUNTING PRACTICE p. p. 263
4. REVISIT DISCOUNTING PRACTICE One last component that can be addressed relates to the treatment of future streams of energy savings. In the past, when utilities were by and large the sole administrators of DSM programs, the TRC typically...

AI summary The text argues that Nova Scotia should reconsider using the utility's weighted average cost of capital (WACC) as the discount rate for demand-side management (DSM) programs, given the shift to non-profit administration by Efficiency Nova Scotia (ENS) and societal policy influences. It highlights that DSM's risk profile is more favorable than supply options, and suggests adopting a societal discount rate, as seen in Efficiency Vermont's model.

OPTION B. MOVE FOCUS TO PAC TEST p. p. 263
OPTION B. MOVE FOCUS TO PAC TEST The other primary option for Nova Scotia is to focus instead on the narrower but more straightforward PAC test. Using the PAC test provides a clear measure of a program's (past or anticipated) performance,...

AI summary Option B advocates shifting to the PAC test for evaluating DSM programs, emphasizing its clarity, symmetry in cost-benefit analysis, and alignment with other jurisdictions like Connecticut and Michigan. It addresses concerns about equity and non-electric energy impacts through policy exceptions and dedicated funding. The PAC test is seen as more accurate and straightforward compared to TRC, with existing familiarity among stakeholders.

PRIMARY RECOMMENDATION p. p. 263
PRIMARY RECOMMENDATION Our review of the issues and options for Nova Scotia concludes with the need to change the current cost-effectiveness framework, to ensure internal consistency and best practices. In the absence of significant change...

AI summary The analysis recommends shifting from the Total Resource Cost (TRC) to the Program Administrator Cost (PAC) test for evaluating Demand Side Management (DSM) in Nova Scotia. This change is advocated for its simplicity, accuracy, relevance to ratepayer interests, and alignment with the 2014 Electricity Efficiency and Conservation Restructuring Act and Nova Scotia Power Inc.'s Integrated Resource Plan (IRP).

RECOMMENDATIONS p. p. 263
RECOMMENDATIONS - 1. Nova Scotia adopts the Program Administrator Cost (PAC) as the primary test for purposes of screening DSM cost-effectiveness; - 2. The PAC test be applied for information purposes at the program and portfolio levels, a...

AI summary The recommendations focus on adopting the Program Administrator Cost (PAC) as the primary test for DSM cost-effectiveness, applying it at different levels, re-examining discount rates for consistency, and developing a transparent reporting template based on NESP's framework.

Figure 9: Resource Value Framework - NS Qualitative Assessment p. pp. 263-290
Figure 9: Resource Value Framework - NS Qualitative Assessment Program Name: Electric DSM Date: December 2014 1. Key Assumptions, Parameters and S ummary of Resu its Analysis Level ✓ Program Alialysis Level □ Portfolio Measure Life n/a Dis...

AI summary Figure 9 presents a qualitative assessment of the Resource Value Framework for the Electric DSM program in Nova Scotia as of December 2014. It outlines key assumptions, monetized program administrator costs and benefits, participant costs and benefits, public costs and benefits, and non-monetized public benefits.

E-22014 Electricity Demand Side Management Plan Evaluation Reports 250 passages
2014 DSM EVALUATION REPORTS p. p. 0
2014 DSM EVALUATION REPORTS

AI summary The document titled '2014 DSM EVALUATION REPORTS' appears to reference an assessment of demand-side management (DSM) programs from 2014. However, no substantive content or analysis is provided in the text, leaving the scope, findings, or conclusions of the evaluation unspecified.

INTRODUCTION p. pp. 7-8
INTRODUCTION This document provides a summary of the 2014 evaluations conducted for the Efficiency Nova Scotia Corporation (ENSC) demand-side management (DSM) programs. Established in 2010, ENSC is an organization in charge of helping Nova...

AI summary This document summarizes the 2014 evaluations of Efficiency Nova Scotia Corporation's (ENSC) demand-side management (DSM) programs. The evaluations were conducted by Econoler, in collaboration with CRA and Equilibrium Engineering, and revealed significant energy and peak demand savings. The report also discusses the evaluation methods used for different program components.

Table 1: Types of Evaluation Conducted by Program Component or Initiative p. p. 8
Table 1: Types of Evaluation Conducted by Program Component or Initiative Type of Evaluation Program Component or Initiative Impact Process Market Full-scale Tracked Savings Validation Appliance Retirement - - - x Instant Savings x x x - H...

AI summary This report evaluates 17 program components and initiatives offered in 2014 by ENSC, summarizing evaluation methodology, DSM portfolio performance in terms of savings, and recommendations for improvement. It includes an in-depth analysis of individual program component performance.

1 EVALUATION OBJECTIVES AND METHODOLOGY p. p. 9
1 EVALUATION OBJECTIVES AND METHODOLOGY This section presents the objectives of the 2014 evaluation as well as the methodology used and the activities carried out to evaluate ENSC's DSM program components.

AI summary This section outlines the 2014 evaluation of ENSC's Demand-side Management (DSM) program components, detailing the objectives and methodologies employed to assess their effectiveness.

1.1 Evaluation Objectives p. p. 9
1.1 Evaluation Objectives The objectives of the 2014 evaluation of ENSC's DSM program components were to: - › Assess the effectiveness of program component design and delivery - › Determine the extent to which program component implementat...

AI summary The 2014 evaluation of ENSC's DSM program aimed to assess design effectiveness, implementation progress, energy savings, NTGR, and net savings. Key objectives included verifying technology performance, calculating gross and net energy savings, and analyzing the net-to-gross ratio.

2 DSM PORTFOLIO PERFORMANCE p. p. 15
2 DSM PORTFOLIO PERFORMANCE This section presents an analysis of the impact evaluation results for all the program components. Those results were also used for making a comparison to the targets, as well as to analyze the evolution of savi...

AI summary This section evaluates the impact of DSM program components, comparing results to targets and analyzing savings trends over recent years. It focuses on assessing portfolio performance through quantitative analysis of program outcomes.

2.1 Overall Targets and Results p. pp. 15-16
2.1 Overall Targets and Results ENSC programs encompass many components, which all share the same market. For instance, the Existing Residential program includes the Home Energy Assessment, Green Heat, Low Income Homeowner, Residential Dir...

AI summary ENSC programs, including the Existing Residential program, are evaluated against overall targets set by ENSC. The mid-course targets for program components were reviewed by the DSM Advisory Group, with overall energy and demand savings targets remaining consistent with those approved by the Nova Scotia Utility and Review Board (UARB) in 2014.

Table 5: 2014 Savings Targets and Evaluated Results p. p. 16
Table 5: 2014 Savings Targets and Evaluated Results DSM Program "As-Filed" Targets Mid-course Targets Evaluated Results GWh MW GWh MW GWh MW Residential Residential Efficient Products Rebatesa 19.3 3.1 17.5 2.8 13.493 2.520 Existing Reside...

AI summary Table 5 presents the 2014 savings targets and evaluated results for various demand-side management (DSM) programs in Nova Scotia, including residential and business, non-profit, and institutional programs. The table compares as-filed targets, mid-course targets, and actual evaluated results in terms of gigawatt-hours (GWh) and megawatts (MW).

Preamble p. pp. 9-173
The ENSC's portfolio of DSM program components achieved 151.888 GWh in total energy savings at the generator, which were 10 percent higher than the 2014 UARB-approved target. The total portfolio peak demand savings of 27.077 MW were howeve...

AI summary The ENSC's DSM program achieved 151.888 GWh in energy savings, exceeding the 2014 UARB target by 10 percent, but peak demand savings were slightly below the target. Custom Incentives and Energy Savings Actions compensated for shortfalls in other programs. Codes and Standards also contributed additional savings.

2.2 Individual Impact Evaluation Results p. pp. 17-18
2.2 Individual Impact Evaluation Results [Table 6](#page-18-0) and 7 summarize the evaluated savings, the net savings targets revised in June 2014 and the savings tracked internally by ENSC for each program component offered in 2014. Speci...

AI summary Table 6 and 7 summarize evaluated savings, revised net savings targets from June 2014, and internal savings tracking by ENSC for each program component offered in 2014. Observations regarding each program component and initiative are also provided.

Table 7: 2014 Evaluated Results, Targets and Tracked Demand Savings at the Generator p. p. 19
Table 7: 2014 Evaluated Results, Targets and Tracked Demand Savings at the Generator 2014 Demand Savings (MW) ENSC DSM Program DSM Component Initial Gross Savings Installed/ Adjusted Gross Savings Installed/Adjusted Gross Savings with Inte...

AI summary Table 7 presents the 2014 evaluated results, targets, and tracked demand savings at the generator for various DSM programs and components, including residential and business initiatives. It includes metrics such as initial gross savings, net savings, and targets for each program, with some notes on evaluation methods.

Residential Direct Install p. p. 21
Residential Direct Install Residential Direct Install had a total of 13,945 participants in 2014, and achieved net energy and peak demand savings of 24.552 GWh and 5.721 MW respectively. In addition to the regular Residential Direct Instal...

AI summary The Residential Direct Install program achieved significant energy and peak demand savings in 2014, with additional savings from a CBSM Pilot. Evaluated savings were slightly lower than tracked values due to adjustments in unitary savings, installation rates, and free-ridership levels, which were offset by increased internal spillover effects.

LED Holiday Light Exchange p. pp. 21-22
LED Holiday Light Exchange In 2014, a total of 117 events were held for LED Holiday Light Exchange. The evaluation demonstrated net energy savings of 0.192 GWh and net peak demand savings of 0.414 MW resulting from the distribution of 6,34...

AI summary The LED Holiday Light Exchange in 2014 resulted in energy and peak demand savings, but the evaluated savings were lower than those tracked by ENSC due to revised assumptions on unitary savings and the inclusion of an interactive effect factor. These changes reduced the estimated net demand savings by 66%.

2.5 Portfolio Analysis p. p. 29
2.5 Portfolio Analysis In addition to the performance of individual program components, it is worth taking a look at individual program components' contributions to the portfolio's overall savings over the years. [Table 10](#page-29-0) bel...

AI summary This section discusses the evaluation of individual demand-side management (DSM) program components' contributions to total portfolio savings since 2011, as presented in Table 10.

Table 10: Individual Program Components' Contributions to Total Portfolio Savings in % p. p. 29
Table 10: Individual Program Components' Contributions to Total Portfolio Savings in % Percentage of Portfolio Savings DSM Program 2011 2012 2013 2014 Energy Demand Energy Demand Energy Demand Energy Demand Residential Appliance Retirement...

AI summary The table highlights the contributions of various program components to total portfolio savings in the DSM program for residential and BNI categories from 2011 to 2014. Residential components contributed 53% of energy savings and 57% of peak demand savings in 2014, while BNI components accounted for the remaining percentages.

2.6 Overall Performance p. pp. 30-32
2.6 Overall Performance In 2014, ENSC's program component portfolio achieved a total of 151.888 GWh in net energy savings and 27.077 MW in net peak demand savings at the generator. In addition to the savings generated by ENSC's DSM program...

AI summary In 2014, ENSC achieved its overall energy savings targets through a combination of successful program components and new initiatives. While some program components did not meet their individual goals, others like Custom Incentives and Energy Savings Actions made up for the shortfalls. ENSC has made significant improvements in program tracking, partner relationships, and education efforts. However, some savings calculation parameters were not updated as recommended.

Section 75 p. p. 40
us years. This was found to be due in part to higher product removal rates by the participants, but also to entry errors made by the DAs. The Evaluator recommended that this situation be investigated. Survey results showed that word of mou...

AI summary The evaluation of the Residential Direct Install program found high participant satisfaction and effectiveness in promoting energy efficiency. Word of mouth was the main source of awareness, and participants reported positive changes in behavior, such as turning off lights and reducing water consumption. DAs noted the program's educational value but recommended improvements in marketing.

Table 14: Recommendations for Residential Direct Install p. pp. 41-42
Table 14: Recommendations for Residential Direct Install No. Recommendations RDI-R3. Under the logic model, the Evaluator recommended that activities meant to address each of the barriers in the program theory column be clearly identified....

AI summary The table provides recommendations for the Residential Direct Install program, emphasizing the need to clearly identify activities addressing barriers and ensuring all fields in the tracking system are systematically filled out, including specifying the absence of secondary heating sources.

p. pp. 48-49
No. Recommendations BER-R4. Collect additional information on the measures sold through BER Instant Rebate and continue improving the tracking system. BER Instant Rebate tracking report has seen some significant improvements since last yea...

AI summary The recommendation emphasizes improving the tracking system for BER Instant Rebate by enhancing the Masterlist tab and validating unitary savings equations to improve accuracy in calculating energy and demand savings from lighting products sold through the program.

Section 118 p. pp. 51-52
thoroughly and properly conducted. One element that explains why adjustments to peak demand savings were more significant is that the Evaluator changed some of the diversity factors estimated by ENSC. Moreover, when calculating the net ene...

AI summary The document discusses adjustments to peak demand savings, noting that changes in diversity factors by the Evaluator impacted the results. In 2014, Custom Retrofit achieved significant energy and peak demand savings, while EBC and EMIS contributed additional energy savings. Participant satisfaction with Custom Retrofit remained high, with most recommending it to others and expressing interest in future ENSC programs.

Table 18: Recommendations for Custom Retrofit p. p. 52
Table 18: Recommendations for Custom Retrofit No. Recommendations Custom-R2. Improve the information presented in the DSMDS reports. The Evaluator found that most of the important information for evaluation purposes could be obtained from...

AI summary The Evaluator recommends improving the DSMDS reports by adding details such as line loss factor, rate code, verified savings at the meter, and free-ridership screening results. It also suggests including both total and current-year savings for better sample selection and adding unique identifiers to distinguish between new and ongoing projects.

Table 19: Recommendations for Custom New Construction p. p. 55
Table 19: Recommendations for Custom New Construction No. Recommendations NC-R4. Adding the Nova Scotia Power's rate code to the DSMDS report: While the Nova Scotia Power's rate code is entered into the DSMDS, it does not appear in the Eva...

AI summary The document recommends adding Nova Scotia Power's rate code to the DSMDS report to facilitate the application of the correct line loss factor when evaluating energy and demand savings at the meter level. This would help in accurately comparing values from the DSMDS report with project feasibility studies and M&V reports.

4.2.5 Codes and Standards p. p. 59
4.2.5 Codes and Standards Based on international experience and our own, evaluating the energy impact of regulations or policies is usually more difficult than calculating the impact of a DSM program, which has a list of participants and a...

AI summary Evaluating the energy impact of codes and standards is more complex than assessing DSM programs due to the difficulty in characterizing the entire market of targeted products. Econoler recommends strategies to ensure successful impact evaluations of future codes and standards.

Evaluation of 2014 DSM Programs Efficiency Nova Scotia Corporation p. pp. 68-71
Evaluation of 2014 DSM Programs Efficiency Nova Scotia Corporation Overall Executive Summary Overall free-ridership level (%) for the program component $$FR_{total} = \frac{\sum_{i=1}^{n} (FR_i \times Gross_Savings_i)}{\sum_{i=1}^{n} Gross...

AI summary The document evaluates the free-ridership level of the 2014 DSM programs managed by the Energy Efficiency Nova Scotia Corporation. A formula is provided to calculate the overall free-ridership percentage based on participant data and gross savings.

Overall Executive Summary p. pp. 69-70
Overall Executive Summary Residential Direct Install l a fu ridorchi- Ujah fu ridorchi- Augrage for oo ridorshir Free-ridership algorithm -ridership cipant • -ridership cipant _ ee-ridership icipant Questions Calculation Algorithm Answer C...

AI summary The text presents a table analyzing free-ridership in a residential direct install program, including questions and calculations related to participant behavior, such as likelihood of installing energy-efficient products without the program and willingness to pay for them. It evaluates responses on a scale from 0 to 10 and calculates percentages based on answers.

2014 DSM Evaluation Report p. pp. 73-136
2014 DSM Evaluation Report 手 ECONOLER Random sampling error The error in measurement due to the fact that measures are taken from a subset of the population and not the entire population. Sample size The number of observations or replicate...

AI summary The 2014 DSM Evaluation Report defines key terms related to demand-side management (DSM) evaluation, including random sampling error, sample size, secondary market impacts, tracked savings, and unitary savings. These concepts are essential for accurately measuring program effectiveness and energy savings.

Section 207 p. pp. 86-87
5 From the ARet 2013 DSM Evaluation Report. The 2014 participant survey was used to establish which types of refrigerators were used to replace retired ones (new or used, high or standard efficiency). Answers from participants were used to...

AI summary The 2014 participant survey was used to determine the types of refrigerators used to replace retired ones, which helped establish the average annual energy consumption of replacement refrigerators at 450 kWh per year.

3.4 Demand-to-Energy Ratio p. p. 102
3.4 Demand-to-Energy Ratio Peak demand savings are calculated using an on-peak demand-to-energy ratio of 0.159 MW/GWh. This ratio was established based on a weighted-average ratio of modelled system-coincident peak demand savings and energ...

AI summary The demand-to-energy ratio of 0.159 MW/GWh is used to calculate peak demand savings in Nova Scotia. This ratio was developed by Navigant using a weighted average of modelled system-coincident peak demand and energy savings for measures supported by ARET in 2014, based on local data and technical literature.

3.10 Overall Net Savings p. p. 106
3.10 Overall Net Savings The net energy savings are estimated by multiplying the gross savings by the NTGR and the interactive effects, based on the equation below. Net Energy Savings = Gross Energy Savings × NTGRequiv × (1 - Interactive E...

AI summary The net energy savings are calculated by multiplying gross savings by NTGR and interactive effects. The overall net energy and peak demand savings for ARET are 3.492 GWh and 0.555 MW at the meter, increasing to 3.585 GWh and 0.570 MW at the meter when including appliance replacement pilot projects.

Table 30: Validated Net Energy and Peak Demand Savings p. pp. 106-107
Table 30: Validated Net Energy and Peak Demand Savings Refrigerators Freezers Room AC Units Appliance Replacement Pilot Total Energy Savings Total Gross Energy Savings – at meter (GWh) 3.739 2.093 0.034 0.094 5.960 NTGR 0.60 0.58 0.55 1.00...

AI summary Table 30 presents validated net energy and peak demand savings across various appliance categories, including refrigerators, freezers, and room air conditioners. It includes data on gross and net energy savings, interactive effects factors, line loss factors, and peak demand savings at both the meter and generator levels.

p. pp. 111-112
3. 4. 5. During certain months of the year only. Never plugged in or running. [SKIP TO U6] (DO NOT READ) Other (Please Specify): 98. 99. (Don't know) [SKIP TO U6] (Refused) [SKIP TO U6] U5. During the last year, how many total months do yo...

AI summary The text contains a series of survey questions related to energy usage, specifically focusing on the usage patterns of refrigerators and air conditioners. Questions ask about the frequency of use, location of appliances, and decision-making factors for turning on air conditioners.

Program Component Overview p. pp. 144-145
Program Component Overview In 2014, Instant Savings worked in collaboration with nine major retail chains and 34 independent retailers across Nova Scotia to offer customers in-store discounts on different energy-efficient products. Discoun...

AI summary In 2014, Instant Savings collaborated with retailers in Nova Scotia to provide in-store discounts on energy-efficient products. Discounts were offered on a range of products, including ENERGY STAR® CFLs, LED lamps, and CEE Tier III appliances. Advertising included in-store promotions, online platforms, and events aimed at educating customers about the program and other ENSC services. The goal was to achieve electricity savings of 13.4 GWh and peak demand savings of 2.1 MW.

Key Findings p. p. 145
Key Findings In 2014, Instant Savings generated 9.360 GWh in net electricity savings at the generator in comparison with 26.524 GWh in 2013 and 10.767 GWh in 2012. It also generated peak demand savings of 1.479 MW at the generator in 2014....

AI summary In 2014, the Instant Savings program achieved 9.360 GWh in net electricity savings and 1.479 MW in peak demand savings at the generator, showing a decrease from 2013 and 2012 figures. Key findings are detailed in subsequent subsections.

Partner Satisfaction and Barriers p. p. 145
Partner Satisfaction and Barriers The DA was asked to share its feedback about Instant Savings and ENSC in 2014. For the most part, the DA was pleased with the program's success, program marketing, outreach activities and the relationship...

AI summary The DA expressed overall satisfaction with Instant Savings and ENSC, though noted varying retailer engagement as a barrier. Retailers praised relationships and communication but were dissatisfied with delays in product approvals and rebate processing.

RECOMMENDATIONS p. pp. 80-147
RECOMMENDATIONS Overall, the Econoler team is of the opinion that though Instant Savings contributed to the market transformation in Nova Scotia, its net impact decreased significantly this year. In addition to the general recommendations...

AI summary The Econoler team acknowledges the contribution of Instant Savings to market transformation in Nova Scotia but notes a significant decrease in its net impact this year. Specific recommendations are made to optimize the program, alongside general recommendations for all ENSC program components from the 2014 evaluation report.

2014 Instant-R1. Continue monitoring the retailers' commitment to meeting POP requirements. p. pp. 147-148
2014 Instant-R1. Continue monitoring the retailers' commitment to meeting POP requirements. The DA mentioned that though its interactions with retailers improved over time, challenges remain in engaging some of the retailers. The DA pointe...

AI summary The DA noted ongoing challenges with retailer engagement and POP installation, recommending continued monitoring. There is a need for improved training for in-store event representatives, as they are not adequately informing customers about ENSC programs. Customer engagement events have been successful but require better training to enhance their effectiveness.

1 PROGRAM DESCRIPTION p. pp. 14-156
1 PROGRAM DESCRIPTION Efficiency Nova Scotia Corporation's (ENSC) Instant Savings offers customers instant cash discounts at participating retailers across Nova Scotia when they purchase eligible energy-efficient products. Instant Savings...

AI summary Efficiency Nova Scotia Corporation's (ENSC) Instant Savings program provides cash discounts on energy-efficient products through participating retailers. The program ran in 2014 with various campaigns and product discounts, with some products removed due to market saturation and regulatory changes.

2.2.2 Interview with Delivery Agent p. p. 152
2.2.2 Interview with Delivery Agent In October 2014, one interview was conducted with the DA in order to understand their involvement in the program, their participation process, as well as their perception of and satisfaction with the pro...

AI summary An interview was conducted in October 2014 with the Delivery Agent (DA) to understand their involvement in the program, their participation process, and their perception of and satisfaction with the program. The interview guide is referenced in Appendix II.

2.2.3 Interviews with Retailers p. p. 152
2.2.3 Interviews with Retailers In the fall of 2014, CRA conducted a total of 14 in-depth interviews with retailers (also known as "partners"). These interviews focused on two specific products: ENERGY STAR® CFLs and ENERGY STAR® LED lamps...

AI summary In the fall of 2014, CRA conducted 14 in-depth interviews with retailers to assess their experiences with ENERGY STAR® CFLs and LED lamps, focusing on market spillover effects and satisfaction with the Instant Savings program.

2.2.4 In-store Visits p. p. 152
2.2.4 In-store Visits In the spring (April) and fall (October) of 2014, a total of 20 visits and observations were conducted by Econoler in various stores to gather qualitative information to describe the in-store client experience. Nine m...

AI summary In 2014, Econoler conducted 20 in-store visits in April and October across nine major chain retailers to assess the efficiency of instant rebates, product displays, and employees' knowledge of energy efficiency programs.

Table 5: Implementation Status of Recommendations in the 2012 and 2013 Executive Summaries p. pp. 154-155
Table 5: Implementation Status of Recommendations in the 2012 and 2013 Executive Summaries Recommendation Status 2012 Recommendations 2012 Instant-R1. Document the AIR MILES® approach No longer applicable 2012 Instant-R2. Generate greater...

AI summary This table outlines the implementation status of recommendations from the 2012 and 2013 Executive Summaries, focusing on energy efficiency programs such as the promotion of LED products, retailer involvement, and adjustments to tracking sheets and savings calculations for lighting products.

2012 Executive Summary Recommendations p. pp. 20-161
2012 Executive Summary Recommendations The Evaluator noticed that four of the five recommendations were implemented by ENSC and allowed for overall program improvement. The only recommendation that was not implemented is the one requesting...

AI summary The Evaluator noted that four of five recommendations were implemented by ENSC, leading to program improvements. The unimplemented recommendation involved documenting the AIR MILES approach. The removal of CFLs and changes to refrigerator and washer eligibility were made based on recommendations to improve energy efficiency and market penetration.

2013 Executive Summary Recommendations p. pp. 156-162
2013 Executive Summary Recommendations Four of the five recommendations were implemented by ENSC. Acting on these recommendations, ENSC increased promotion of products other than CFLs and LED lamps, and continued conducting general populat...

AI summary In 2013, ENSC implemented four recommendations to promote energy-efficient products beyond CFLs and LED lamps. Findings from surveys showed low awareness and purchase intent for other discounted products. ENSC conducted a price study, held in-store events, and developed a new POP system to promote these products. Additionally, they launched the Instant Savings application to highlight savings from eligible products.

3.2 Program Documentation and Design p. pp. 157-158
3.2 Program Documentation and Design As part of the evaluation, the Evaluator analyzed the program documentation and worked together with the PM to improve and revise the content of the program manual, the evaluation plan and the logic mod...

AI summary The Evaluator analyzed program documentation and worked with the Program Manager to revise the program manual, evaluation plan, and logic model. Key issues included the need to document changes to eligible products and the lack of participant identification in the Instant Savings program, which complicates evaluation efforts.

3.3 Tracking System p. p. 158
3.3 Tracking System For 2014, the tracking information for Instant Savings is presented in the form of an Excel spreadsheet, which is subsequently uploaded into the demand-side management data system (DSMDS). Each participating retailer co...

AI summary The tracking system for Instant Savings in 2014 uses an Excel spreadsheet uploaded into the DSMDS. Retailers collect detailed product data, including measure codes, SKUs, pricing, and rebates, which are compiled by Summerhill and submitted to ENSC. The tracking sheet includes store identifiers, which help in error resolution and data collection planning. ENSC has improved the percentage of records with store identifiers by 9 percentage points since 2013.

Product Promotional Displays p. p. 160
Product Promotional Displays The majority of the stores visited used the point-of-purchase (POP) displays provided by ENSC and displayed them in each section where eligible products were found. Most of the proposed promotional tools were u...

AI summary The majority of stores used ENSC's POP displays for eligible products, though clotheslines were less visible. One retailer used in-house displays effectively. Two stores had successful in-store events promoting ENSC programs.

Employees' Knowledge of the Products and Program p. p. 160
Employees' Knowledge of the Products and Program Overall, the salespeople were aware of the Instant Savings campaign, though they were not always aware of the terms and conditions of the program, such as the end date of the campaign. Sales...

AI summary Salespeople had general awareness of the Instant Savings campaign but were unclear about its terms and conditions. Their knowledge of energy-efficient product characteristics was limited, and reliance on POP displays for discount information was noted.

3.4.3 In-store Visits Summary p. pp. 162-163
3.4.3 In-store Visits Summary In summary, the mystery shopper observed an improvement in the awarding of rebates at the cash between the spring and fall campaigns. Not only was there less confusion, but there were also fewer problems with...

AI summary The mystery shopper observed improvements in rebate processing and POP display variety during the fall campaign compared to spring. However, there were concerns about the proper installation of POP displays and the level of preparedness among fall representatives. Spring representatives were better at informing customers about ENSC programs.

4.1.1 Interview with Delivery Agent p. pp. 163-164
4.1.1 Interview with Delivery Agent The DA described its involvement in Instant Savings as complex, given its participation in multiple aspects of program delivery, including communication with all the retail partners, assigning and superv...

AI summary The Delivery Agent (DA) discussed challenges in delivering the Instant Savings program, including varying retailer engagement, difficulties with rebate processing, and delays in receiving rebated product lists from Efficiency Nova Scotia Corporation (ENSC). Minor adjustments were made to the DA's workflow to accommodate program changes.

4.1.2 Interviews with Retailers p. pp. 164-167
4.1.2 Interviews with Retailers As part of the Instant Savings evaluation, eight interviews were conducted with nationwide retailers and six interviews were conducted with independent retailers. It should be noted that the nationwide retai...

AI summary Eight interviews with nationwide retailers and six with independent retailers were conducted as part of the Instant Savings evaluation. Satisfaction with the program was moderately high, with independent retailers generally more satisfied than nationwide retailers. Support and communication were highly rated, though some concerns were raised regarding DA representatives and timely updates to rebated appliance lists.

Table 11: Importance of Discount in Influencing Installation p. p. 171
Table 11: Importance of Discount in Influencing Installation Importance of 2012 2013 2014 Discount in Influencing Decision to Install Energy efficient Products CFL Purchasers LED Lamp Purchasers CFL Purchasers LED Lamp Purchasers CFL Purch...

AI summary Table 11 presents data on the importance of discounts in influencing the purchase of energy-efficient products, specifically CFLs and LED lamps, across years 2012 to 2014. The mean scores indicate that discounts were perceived as somewhat influential, with higher scores for LED lamp purchasers compared to CFL purchasers in most years.

Revised Savings p. pp. 142-185
Revised Savings The Econoler team reviewed the content of the tracking sheet to validate the types of heavy duty timers that were sold in 2014. Online information about the four most popular models (more than 20 units sold during the sprin...

AI summary The Econoler team reviewed heavy duty timer sales in 2014, finding 60% were used for outdoor lighting control and 40% for water ponds or pool pumping systems. These findings align with the OPA's 2012 evaluation, which reported similar usage patterns and an average unitary savings of 122 kWh for such timers.

5.1.15 Demand-to-Energy Ratio p. pp. 192-193
5.1.15 Demand-to-Energy Ratio Peak demand savings are calculated using an on-peak demand-to-energy ratio of 0.158 MW/GWh. This ratio was established based on a weighted-average ratio of modelled system-coincident peak demand savings and en...

AI summary The demand-to-energy ratio of 0.158 MW/GWh is used to calculate peak demand savings. This ratio was established by Navigant using a weighted average of modelled system-coincident peak demand and energy savings for measures supported by Instant Savings in 2014.

5.1.16 Revised Gross Savings p. p. 193
5.1.16 Revised Gross Savings The annual energy and peak demand gross savings for each category of products installed through Instant Savings are presented in Table 27. They were calculated using the revised unitary savings values and the d...

AI summary The document presents revised gross savings for energy and peak demand from Instant Savings programs, calculated using updated unitary savings values and a demand-to-energy ratio. Total savings at the meter are 9.776 GWh and 1.545 MW, while generator-level savings are 10.754 GWh and 1.699 MW, factoring in a line loss of 1.100.

Table 27: Evaluation Results – Gross Energy and Peak Demand Savings by Product – Lighting Products p. pp. 193-194
Table 27: Evaluation Results – Gross Energy and Peak Demand Savings by Product – Lighting Products Product Category Regular CFL Specialty CFL LED Lamp LED Recessed Downlight Dimmer Switch Indoor Motion Sensor Motion Sensor with Dimmer Swit...

AI summary Table 27 presents evaluation results for gross energy and peak demand savings by product category for lighting products, including CFLs, LEDs, and motion sensors. The table includes data on the number of units installed, energy savings in kWh and GWh, and peak demand savings in MW across different seasons and product types.

Table 28: Evaluation Results – Gross Energy and Peak Demand Savings by Product – Other Products p. p. 194
Table 28: Evaluation Results – Gross Energy and Peak Demand Savings by Product – Other Products Product Category Power Bar with Timer Smart Power Bar Heavy Duty Timer Clothes lines Program mable Ther mostat CEE Tier III Refrige rator CEE T...

AI summary Table 28 presents evaluation results of energy and peak demand savings by product category for other products, including power bars, timers, clothes lines, and refrigerators. The data includes units installed during Spring and Fall, energy savings in GWh, and peak demand savings in MW, with line loss factors applied for both meter and generator levels.

5.3.2 Spillover p. p. 197
5.3.2 Spillover Instant Savings discounts were offered during two distinct periods: in the spring and in the fall. During and between these two periods, eligible product sales may have occurred due to program influence, even if participant...

AI summary The text discusses spillover effects from the Instant Savings program, analyzing how energy-efficient product sales (CFLs and LED lamps) were influenced by the program even when participants were unaware of the discount. Retailer interviews and market effects were used to estimate program attribution, which decreased for CFLs but remained stable for LED lamps.

CONCLUSION p. pp. 1-187
CONCLUSION The 2014 evaluation of Instant Savings demonstrated that most of the recommendations made specifically for Instant Savings in the previous evaluations were implemented. The Evaluator commends ENSC on the efforts it made to impro...

AI summary The 2014 evaluation of Instant Savings highlights improvements in the program, including the removal of CFLs and the promotion of LED lamps. However, challenges remain, such as retailer engagement and communication delays. Energy savings declined compared to previous years, partly due to budget cuts and lower unitary savings for certain products.

This Appendix summarizes all the recommendations made by the Evaluator throughout this report as well as the sections from which the recommendations originated. p. pp. 3-134
This Appendix summarizes all the recommendations made by the Evaluator throughout this report as well as the sections from which the recommendations originated. Sections Recommendations Executive Summary 1 Continue monitoring the retailers...

AI summary This section highlights the need to continue monitoring retailers' compliance with POP requirements. The DA noted that while interactions with retailers have improved, challenges remain. The Evaluator observed shortcomings in in-store signage, which could mislead salespeople and customers about discounted products.

Section 509 p. p. 11
C2a. By what percentage do you estimate the number of regular Energy Star CFL bulbs sold in your store would have been lower during the April-May campaign if the discount had not been available? RECORD PERCENTAGE ___% - C6. What influence...

AI summary The text asks about the impact of the Instant Savings program on CFL sales, including the percentage of sales outside the spring campaign that can be attributed to the program. It also inquires about the program's influence on salespeople's knowledge, product variety, and customer awareness.

Section 524 p. pp. 18-19
Table 36: In-Store Promotional Material - In the table below, please indicate by using Yes/No for each product category whether the promotional material was displayed in store as well as the quantity of each type of promotional material (s...

AI summary The text provides a table titled 'In-Store Promotional Material' asking retailers to indicate whether promotional materials were displayed in-store for each product category and the quantity used. Retailers may choose not to use POP (Point of Purchase) materials provided by ENSC. Additional comments can be added in the Comments section.

Section 531 p. p. 22
2014 DSM Evaluation Report

AI summary The 2014 DSM Evaluation Report provides an assessment of demand-side management initiatives undertaken in 2014, focusing on their performance, impact, and effectiveness in promoting energy efficiency.

Knowledge of Products p. pp. 25-26
Knowledge of Products 5. Could you tell me how these products (products eligible for the instant rebate) differ from other products sold in your store? 2014 DSM Evaluation Report

AI summary The question asks about the differences between eligible products for instant rebates and other products sold in the store, referencing a 2014 DSM Evaluation Report.

Section 544 p. p. 27
Table 39: In-Store Promotional Material - In the table below, please indicate by using Yes/No for each product category whether the promotional material was displayed in store as well as the quantity of each type of promotional material (s...

AI summary The document outlines requirements for in-store promotional material, specifying that stores must indicate with Yes/No whether promotional materials were displayed for each product category and the quantity used. Stores may not use all POP provided by ENSC, but products on rebate must be clearly marked with sticker talkers and hang tabs.

Do not ask the following questions directly to the representative. Simply show interest in the product/event. p. pp. 32-33
Do not ask the following questions directly to the representative. Simply show interest in the product/event. In-Store Event Section of the Store where the Event Takes Place Location of the event (which section in the store). Is it a high...

AI summary This table outlines an in-store event related to energy efficiency programs, focusing on the location of the event, the information provided by representatives, and the visibility of the event through promotional materials. It includes questions about product rebates, rebate amounts, and other programs promoted by ENSC.

CFL SEQUENCE p. pp. 38-39
CFL SEQUENCE [SKIP IF I1=2] FR0a. You bought CFLs today. Efficiency Nova Scotia offered a discount on packages of CFLs. Before paying at the cash register, were you aware that a discount was offered on the purchase of CFLs? [CODE ONE ONLY]...

AI summary The document outlines a survey process related to the purchase of Compact Fluorescent Lamps (CFLs) and includes a reference to the 2014 DSM Evaluation Report. It asks respondents about their awareness of discounts offered on CFL packages and how they learned about them.

Section 569 p. pp. 40-41
- FR4. If the discount had NOT been offered, when would you have purchased the CFLs that you purchased today? Would it have been…? [CODE ONE ONLY] - 1. Definitely today - 2. Probably today - 3. Probably at a later date - 4. Definitely at a...

AI summary The text contains survey questions related to consumer behavior regarding the purchase of energy-efficient lighting products, specifically CFLs and L-E-Ds, and the influence of discounts offered by Efficiency Nova Scotia on these purchases.

Section 571 p. p. 42
f L-E-Ds. Did knowing this play a part in your decision to buy L-E-Ds today? [CODE ONE ONLY] - 1. Yes - 2. No - 98. (Don't know) - 99. (Refused) [ASK IF AWARE OF THE DISCOUNT (FR0aa=1) OR (FR0bb=1)] FR31. How likely would you have been to...

AI summary The text includes survey questions about consumer behavior regarding LED purchases, specifically asking whether knowledge of discounts influenced the decision to buy LEDs and assessing the likelihood of purchase without the discount.

Section 573 p. pp. 42-43
FR41. If the discount had NOT been offered, when would you have purchased the L-E-Ds that you purchased today? Would it have been…? [CODE ONE ONLY] - 1. Definitely today - 2. Probably today - 3. Probably at a later date - 4. Definitely at...

AI summary The text contains survey questions aimed at assessing the impact of a discount offered by Efficiency Nova Scotia on customers' decisions to purchase L-E-Ds. Respondents are asked about their purchase timing and quantity without the discount, as well as the level of influence the discount had on their decision.

[ASK ALL RESPONDENTS] p. pp. 44-45
[ASK ALL RESPONDENTS] - D1. What type of residence do you live in? [READ FIRST SEVEN RESPONSES; SELECT ONE RESPONSE] - 1. Detached single-family house - 2. Semi-detached house - 3. Mobile home or house trailer 2014 DSM Evaluation Report

AI summary The text includes a survey question about residence type and references a 2014 DSM Evaluation Report. It does not provide detailed information about the report's content or any specific arguments or entities involved.

Free-Ridership (FR Series) p. pp. 49-51
Free-Ridership (FR Series) FR0aa. You bought L-E-Ds today. Efficiency Nova Scotia offered a discount on packages of L-E-Ds. Before paying at the cash register, were you aware that a discount was offered on the purchase of L-E-Ds? [CODE ONE...

AI summary This section of the Free-Ridership (FR Series) survey asks respondents about their awareness of a discount on LED purchases and how that awareness influenced their purchasing decisions. It explores the channels through which they learned about the discount and whether they would have made the purchase without it.

[ASK ALL RESPONDENTS] p. pp. 53-54
[ASK ALL RESPONDENTS] - D1. What type of residence do you live in? [READ FIRST SEVEN RESPONSES; SELECT ONE RESPONSE] - 1. Detached single-family house - 2. Semi-detached house - 3. Mobile home or house trailer - 4. Townhouse or duplex whic...

AI summary The document contains a survey question asking respondents about their type of residence and references a 2014 DSM Evaluation Report. It is part of a regulatory proceeding in Nova Scotia.

APPENDIX VIII INTERNAL SPILLOVER METHODOLOGY p. p. 67
APPENDIX VIII INTERNAL SPILLOVER METHODOLOGY The retailer interviews were used to estimate the level of spillover by measuring the market effects attributable to the program for two eligible products: CFLs and LED lamps. Instant Savings di...

AI summary This appendix discusses the methodology used to estimate internal spillover effects from the Instant Savings program by analyzing retailer interviews and market effects on sales of energy-efficient products like CFLs and LED lamps, even outside of campaign periods.

HOME ENERGY ASSESSMENT 2014 DSM EVALUATION p. p. 69
HOME ENERGY ASSESSMENT 2014 DSM EVALUATION 2014 DSM Evaluation Report

AI summary This document is the 2014 DSM Evaluation Report, focusing on the Home Energy Assessment program as part of the Demand Side Management (DSM) evaluation. It provides an analysis of program performance and outcomes.

3.1.2 Peak Demand Savings p. pp. 20-82
3.1.2 Peak Demand Savings Peak demand savings are calculated using an on-peak demand-to-energy ratio of 0.246 MW/GWh. This ratio was established based on a weighted-average ratio of modelled system-coincident peak 2 94 were from LIH and 32...

AI summary Peak demand savings are calculated using a 0.246 MW/GWh ratio, based on modelled system-coincident peak demand and energy savings from HEA-supported measures in 2014, as developed by Navigant in the 2013-2015 DSM Plan. The ratio was determined using local data and technical literature.

4 UNCONVERTED D STUDY SAVINGS p. pp. 85-86
4 UNCONVERTED D STUDY SAVINGS In 2013, many participants did not complete the E assessment. The partner's interviews from the 2013 process evaluation showed that the main reason for this was the length of time to complete the E assessment...

AI summary The document discusses the 2013 Unconverted D Study Savings, focusing on participants who did not complete the E assessment. It outlines the methodology used to calculate energy savings from unconverted participants, including survey results, the influence of energy assessments, and the calculation of net energy and peak demand savings.

Table 6: Unconverted D Study Electrical Savings p. pp. 86-87
Table 6: Unconverted D Study Electrical Savings Unconverted D Study Electrical Savings Total Number of Unconverted D Study Participants 3,088 Ratio of Unconverted D Study Participants Who Implemented at Least One Measure 73% Total Number o...

AI summary Table 6 presents data on electrical savings from the Unconverted D Study, including participant numbers, implementation rates, average savings per participant, and energy and peak demand savings at both the meter and generator levels.

Section 668 p. p. 96
2014 DSM Evaluation Report

AI summary The 2014 DSM Evaluation Report provides an assessment of demand-side management initiatives, focusing on their effectiveness and impact on energy efficiency and customer participation.

D1. What type of residence do you live in? p. pp. 106-107
D1. What type of residence do you live in? Type of Residence 2012 2013 2014 Sample Size 80 101 100 Single-family detached 88% 97% 91% Semi-detached 8% - 4% Townhouse or duplex - 3% 2% Mobile home or house trailer 3% - 1% Others - - 1% Don'...

AI summary The text presents data on residence types, bedroom counts, and home occupancy patterns across three years (2012-2014). It includes statistical breakdowns of single-family detached homes, semi-detached homes, and seasonal vs. year-round occupancy, along with sample sizes for each year.

Recommendations p. pp. 121-123
Recommendations Overall, the Econoler team believes that Green Heat is operating in a satisfactory manner. In addition to the general recommendations presented for all the ENSC program components in the overall evaluation executive summary...

AI summary The Econoler team recommends optimizing Green Heat's performance by adjusting initial system efficiency assumptions and improving pre-screening processes to ensure accurate information about the initial heating system type. These changes aim to enhance eligibility criteria and improve energy savings calculations.

2.2.4 Unitary Savings Review p. pp. 126-127
2.2.4 Unitary Savings Review To review the unitary savings values used in the tracking sheet, the Econoler team validated the parameters currently used in the tracked savings calculations by conducting a literature review of similar techni...

AI summary The Econoler team reviewed unitary savings values by validating parameters using technical references and public reports, and conducting engineering calculations when necessary. Due to a small population size, a census was used for the Green Heat survey rather than sampling.

3.3 Program Documentation and Design p. pp. 129-130
3.3 Program Documentation and Design As part of the evaluation, the Evaluator analyzed the program documentation and worked together with the PM to improve and revise the program manual, the evaluation plan and the logic model, where appli...

AI summary The Evaluator worked with the Program Manager to revise program documentation, including the program manual, evaluation plan, and logic model for Green Heat. A project workflow checklist was developed and integrated into the Data Management System to ensure proper application processing and prevent missing information.

3.4 Tracking System p. p. 130
3.4 Tracking System In 2014, ENSC began to track Green Heat data using the demand-side management data system (DSMDS) and generate tracking reports (extracted directly from the DSMDS) for evaluation purposes. The DSMDS and the tracking rep...

AI summary In 2014, ENSC started using the DSMDS to track Green Heat data and generate tracking reports, replacing the 2013 Excel-based tracking sheet. The 2014 tracking report is an Excel workbook with four tabs containing different types of information.

Project Details p. pp. 130-131
Project Details The project details tab contains the most information, and is similar in scope to the 2013 tracking sheet used by Green Heat. Information contained in this tab includes project ID, utility account number, rate code, project...

AI summary The project details tab includes information such as project ID, utility account number, rate code, project status, participant contact details, and equipment details. This information was used by the Evaluator to calculate savings, develop sampling plans, and adjust on-site visit protocols for 2014.

Installed Systems p. pp. 131-132
Installed Systems The final tab in the tracking report contains a summary table of the equipment installed to date. The quantity of each equipment type was recorded and categorized in two groups, namely those that received financing and th...

AI summary The tracking report for installed systems provides a detailed summary of equipment installed, categorized by financing and rebate. The report is well-organized, but issues were identified, such as inaccuracies in unitary savings for heat pump projects and missing data like utility account numbers and backup heating sources. The Evaluator recommends improvements to data collection for future analysis.

5.1 Gross Savings p. p. 139
5.1 Gross Savings The tracking report provided for 2014 shows a total of 235 participants (193 from the rebate option and 42 from the financing option), who had installed a total of 235 units. The following sections present the unitary sav...

AI summary The 2014 tracking report shows 235 participants who installed energy-efficient equipment through rebate and financing options. The report includes unitary savings values tracked by ENSC and a revision conducted by the Evaluator.

5.1.2 Revised Gross Savings p. p. 145
5.1.2 Revised Gross Savings The annual gross savings for each category of equipment installed through Green Heat are presented in [Table 16.](#page-145-1) These were calculated using the unitary savings values revised in this report. Overa...

AI summary The revised gross savings from Green Heat programs are detailed, showing 2.090 GWh in energy savings and 0.844 MW in peak demand savings at the meter. At the generator level, these figures increase to 2.299 GWh and 0.928 MW, factoring in Nova Scotia Power's residential line loss factor of 1.100.

Table 16: Evaluation Results – Revised Gross Energy and Peak Demand Savings p. pp. 145-146
Table 16: Evaluation Results – Revised Gross Energy and Peak Demand Savings Category of Product Wood Stove Pellet Stove Wood Furnace or Boiler Pellet Furnace or Boiler Central Ducted Heat Pump Geoth. Heat Pump Total Energy Savings Number o...

AI summary Table 16 presents evaluation results for revised gross energy and peak demand savings across various heating products, including wood and pellet stoves, furnaces, and heat pumps. It includes metrics such as number of units, unitary savings, adjustments for heat pump usage, and total energy and peak demand savings at both meter and generator levels.

Table 17: Evaluation Results – Revised Net Energy and Peak Demand Savings p. pp. 147-148
Table 17: Evaluation Results – Revised Net Energy and Peak Demand Savings Category of Product Wood Stove Pellet Stove Wood Furnace or Boiler Pellet Furnace or Boiler Central Ducted Heat Pump Geoth. Heat Pump Total Energy Savings Total Gros...

AI summary Table 17 presents the evaluation results for revised net energy and peak demand savings across various heating products, including wood and pellet stoves, furnaces, and heat pumps. The table includes metrics such as total gross and net energy savings, line loss factors, and peak demand savings at both the meter and generator levels.

On-site Visit Protocol p. pp. 178-179
On-site Visit Protocol Similar to the other program evaluations, the Evaluator prepared a standardized site visit protocol to aid in collecting relevant information. Validation of unitary savings is limited primarily to confirming that ope...

AI summary The document outlines the On-site Visit Protocol used to evaluate program effectiveness, focusing on verifying unitary savings by confirming that new equipment has displaced electrical heating systems. Information such as building type, occupants, and equipment location is collected to validate data and identify process improvements.

2.1.4 Peak Demand Savings p. pp. 1-2
2.1.4 Peak Demand Savings Peak demand savings are calculated using an on-peak demand-to-energy ratio of 0.233 MW/GWh. This ratio was established based on a weighted-average ratio of modelled system-coincident peak demand savings and energy...

AI summary Peak demand savings are calculated using an on-peak demand-to-energy ratio of 0.233 MW/GWh, based on a weighted-average ratio from modelled system-coincident peak demand savings and energy savings for measures supported by low-income homeowners in 2014, as developed by Navigant in the 2013-2015 DSM Plan.

ABBREVIATIONS p. pp. 7-8
ABBREVIATIONS CATI Computer-Assisted Telephone Interviewing CRA Corporate Research Associates DSM Demand-side Management ENSC Efficiency Nova Scotia Corporation HEA Home Energy Assessment LIH Low Income Homeowner NBC National Building Code...

AI summary This section provides a list of abbreviations used in the document, including terms related to research, energy efficiency, and regulatory processes. It includes definitions for terms like CRA, DSM, ENSC, and PRISM, which are relevant to the regulatory proceeding.

Section 939 p. p. 27
2014 DSM Evaluation Report

AI summary The 2014 DSM Evaluation Report provides an assessment of the demand-side management (DSM) initiatives implemented in 2014, focusing on their effectiveness and impact on energy efficiency and conservation efforts.

D11. What temperature do you normally set your thermostat to when you are at home? p. pp. 42-43
D11. What temperature do you normally set your thermostat to when you are at home? Thermostat Temperature 2014 Sample Size 48 20 or lower 44% 21-22 42% 23+ 15% Mean 20.5

AI summary The data shows that in 2014, 44% of respondents set their thermostat to 20 or lower, 42% set it to 21-22, and 15% set it to 23 or higher, with a mean temperature of 20.5.

APPENDIX VI INTERNAL SPILLOVER METHODOLOGY p. pp. 67-68
APPENDIX VI INTERNAL SPILLOVER METHODOLOGY The marketing of New Home Construction is primarily conducted through builders who receive promotion and awareness documents on various energy efficiency measures. Consequently, market effects, wh...

AI summary The appendix discusses the methodology for calculating internal spillover effects in the context of energy efficiency programs. It focuses on how builders may have implemented energy efficiency measures without formally participating in the New Home Construction or Performance Plus programs, using data from 2014 to estimate market effects.

RESIDENTIAL DIRECT INSTALL 2014 DSM EVALUATION p. p. 69
RESIDENTIAL DIRECT INSTALL 2014 DSM EVALUATION 2014 DSM Evaluation Report

AI summary This document is the 2014 DSM Evaluation Report for the Residential Direct Install program, which assesses the effectiveness and outcomes of the program in promoting energy efficiency in residential settings.

Table 1: Distortion Effects and Overall Net-to-Gross Ratio Calculation p. p. 79
Table 1: Distortion Effects and Overall Net-to-Gross Ratio Calculation Group of Participants Non-Low-Income Low-Income Free-ridership Level 15% - Spillover Level 6% - NTGR 0.91 1.00 Proportion1 77% 23% Overall NTGR 0.93 The evaluation reve...

AI summary Table 1 presents distortion effects and the overall net-to-gross ratio (NTGR) for non-low-income and low-income participants. The evaluation shows that the Residential Direct Install (RDI) program achieved net energy savings of 24.552 GWh and peak demand savings of 5.721 MW in 2014.

2.2.3 On-site Visits p. p. 84
2.2.3 On-site Visits In the fall of 2014, 50 on-site visits were conducted in households where energy-efficient products had been installed by the DAs. These visits were conducted by Equilibrium, Econoler's subcontractor. They aimed at val...

AI summary In 2014, 50 on-site visits were conducted by Equilibrium to validate the proper installation of energy-efficient products in Nova Scotia households. Additional visits were made during installation to ensure the process was correctly followed, including data verification and product selection.

Annual Participant Survey p. pp. 84-85
Annual Participant Survey The annual survey conducted for RDI in July 2014 targeted three different groups of participants: 2013 participants, 2014 participants and participants who took part in the CBSM Pilot in late 2013. The interviews...

AI summary The annual participant survey for RDI in July 2014 targeted three groups: 2013 and 2014 participants, and CBSM Pilot participants. The survey aimed to gather feedback on program aspects like spillover, awareness, motivations, and satisfaction, and included questions about clothes washing habits to compare CBSM Pilot participants with a control group.

Section 1058 p. pp. 85-86
For the quarterly surveys, four series of interviews with a total of 110 participants were conducted using CATI technology during four periods in April, July, October and December 2014. Such surveys were conducted to shorten the time gap b...

AI summary Quarterly surveys using CATI technology were conducted in April, July, October, and December 2014 with 110 participants to evaluate the RDI program's free-ridership and participant satisfaction with Efficiency Nova Scotia. The surveys were 9.5 minutes on average, and results are detailed in Appendices VII and VIII.

3.1 Participation in RDI p. p. 87
3.1 Participation in RDI RDI totalled 13,945 participants for the year 2014, compared to 23,587 participants for 2013 and 28,397 participants for 2012. Even though the number of participants per se has decreased in 2014, RDI has reached it...

AI summary In 2014, the RDI program had 13,945 participants, a decrease from previous years, but still met its energy savings targets. The reduction in the number of participants was offset by increased savings per home due to the introduction of LEDs and smart power controllers.

Table 5: Implementation Status of Recommendations in 2012 Executive Summary p. p. 88
Table 5: Implementation Status of Recommendations in 2012 Executive Summary Recommendation Status 2012 RDI-R1 Fine-tune the program marketing approach Implemented 2012 RDI-R2 Continue informing participants about energy-efficient products...

AI summary Table 5 outlines the implementation status of 2012 recommendations related to the Residential Direct Install (RDI) program. All recommendations were implemented by Efficiency Nova Scotia (ENSC), leading to program improvements, including a transition from CFL to LED installations due to market changes and free-ridership concerns.

3.3 Program Documentation and Design p. pp. 22-165
3.3 Program Documentation and Design As part of the evaluation, the Evaluator analyzed the program documentation and worked together with the PM to improve and revise the content of the program manual, evaluation plan and logic model, wher...

AI summary The Evaluator worked with the Program Manager to revise program documentation, focusing on defining barriers to RDI and clarifying key aspects such as the transition from CFLs to LEDs, procedures for identifying low-income participants, and differences between RDI and MURB to avoid overlap.

3.4 Tracking System p. pp. 89-90
3.4 Tracking System The Econoler team reviewed the 2014 RDI tracking sheet content. It was presented under the form of a spreadsheet, in which each of the DA's installations is compiled. At this point in time, ENSC does not use the DSMDS f...

AI summary The tracking system for the Residential Direct Install (RDI) program is reviewed, highlighting its use of spreadsheets to compile installation data. ENSC does not use the DSMDS for daily management, but the system tracks participant information, energy savings, and other relevant data for program evaluation. Some data collection challenges remain, such as missing rate codes.

3.5 On-site Visits during the Installation Process p. pp. 91-92
3.5 On-site Visits during the Installation Process For the 2014 impact evaluation, three site visits with both RDI DAs were performed during the installation process. At the beginning of the appointment, the DA collected general informatio...

AI summary This section discusses the on-site visits conducted during the installation process for the 2014 impact evaluation. It details the procedures followed by DAs, including product replacement, quality checks, and participant interactions, as well as challenges encountered such as incompatible fixtures and existing tank wraps.

4.1 Partner Perspectives p. pp. 26-93
4.1 Partner Perspectives Interviews with two DAs were conducted as part of the RDI evaluation. Overall, RDI is viewed as valuable, efficiently administered, and effective in promoting energy efficiency. Changes made to RDI over the past ye...

AI summary The RDI program is viewed as effective and efficiently administered by DAs, though marketing limitations and product selection issues are noted. DAs highlight the importance of referrals and word of mouth in program participation, while expressing concerns about short-term contracts and limited product variety. Suggestions for improving educational outreach and streamlining promotional materials are made.

4.2.3 RDI Impact p. p. 95
4.2.3 RDI Impact The majority of participants recalled receiving information about energy efficient products from the installer (70% in 2014). This information led to a change in behaviour for approximately one-half of those who received t...

AI summary Most participants remembered receiving information about energy-efficient products from installers in 2014, with about half reporting a change in behavior as a result. Table 9 details the behavioral changes mentioned by participants.

Table 11: Recommendations for Improvement p. pp. 97-98
Table 11: Recommendations for Improvement Suggestions 2012 2013 2014 Sample Size 181 159 164 Offer more products/measures to be installed 6% 9% 10% Better advertising/program awareness 13% 5% 4% Offer more information on the products/measu...

AI summary Table 11 presents recommendations for improvement across three years (2012–2014), with the majority of respondents indicating no other recommendations. The most common suggestions include offering more products, better advertising, and providing more information on installed measures.

5 IMPACT EVALUATION FOR RDI p. p. 98
5 IMPACT EVALUATION FOR RDI The objective of the 2014 RDI impact evaluation is to determine the gross and net energy savings generated by the energy-efficient products installed in participating households. Both electrical energy and peak...

AI summary The 2014 RDI impact evaluation aims to assess the gross and net energy savings from energy-efficient product installations in participating households, considering factors like unitary savings values, installation rates, and free-ridership.

Tracked Savings p. pp. 56-113
Tracked Savings Since the removal of CFLs, LED lamps are offered for free to the RDI participants. In the current tracking sheet, the amount of LED lamps installed is recorded under a different field for each combination of replaced lamp w...

AI summary The document discusses how LED lamps are tracked for installation by RDI participants, with different fields for each combination of replaced and new lamp wattages. ENSC uses a fixed daily usage value of 2.68 hours for LED lamps, derived from Hydro-Québec's metering study for indoor usage, unlike the approach used for CFLs.

5.1.10 Demand-to-Energy Ratio p. p. 115
5.1.10 Demand-to-Energy Ratio Peak demand savings are calculated using an on-peak demand-to-energy ratio of 0.233 MW/GWh. This ratio was established based on a weighted-average ratio of modelled system-coincident peak demand savings and en...

AI summary The demand-to-energy ratio of 0.233 MW/GWh is used to calculate peak demand savings, based on a weighted average from modelled data in the 2013-2015 DSM Plan. The ratio was determined using local data and technical literature, focusing on peak demand periods in Nova Scotia.

Table 22: Tracked Evaluation Results – Gross Energy and Peak Demand Savings by Product p. pp. 116-117
Table 22: Tracked Evaluation Results – Gross Energy and Peak Demand Savings by Product C F Ls Ca f Pr du te t g or y o o c 1 3 W Re la in p c g 4 0 W 1 3 W Re la in p c g 6 0 W 1 3 W Re la in p c g 1 0 0 W 2 3 W Re la in p c g 4 0 W 2 3 W...

AI summary Table 22 presents tracked evaluation results for energy and peak demand savings by product, including installation rates, total units, savings in kilowatt-hours, and peak demand savings in megawatts for various categories of products.

(Continued) p. pp. 117-125
(Continued) LED L _amps Category of Product 8W Replacing 40W 8W Replacing 60W 8W Replacing 100W 10.5W Replacing 40W 10.5W Replacing 60W 10.5W Replacing 100W 11W Replacing 40W 11W Replacing 60W 11W Replacing 100W 12W Replacing 40W Energy Sa...

AI summary The text presents a detailed table outlining energy savings data for various LED light products, including installation rates, energy savings values, and peak demand savings. The table includes metrics such as total number of units, installation rates, and gross energy and peak demand savings at both the meter and generator levels.

5.2 Interactive Effects p. p. 119
5.2 Interactive Effects In a home, interactive effects occur when the implementation of energy efficiency measures has an impact on the energy consumption of other elements such as heating and cooling. In the case of RDI, replacement of in...

AI summary Interactive effects in energy efficiency measures, such as replacing incandescent lighting with CFLs or LEDs, can influence heating and cooling loads in homes. This is based on a 1992 study by ADS for Hydro-Québec using DOE-2 simulations, which considered three interactive-effects scenarios. The low-impact scenario was selected for calculations, reflecting home evolution since 1992.

5.3 Net-to-Gross Ratio p. p. 121
5.3 Net-to-Gross Ratio The net-to-gross ratio (NTGR) evaluation is based on a self-report approach which relies on a series of questions designed to measure the impact of RDI on the participants' decision to implement eligible energy effic...

AI summary The net-to-gross ratio (NTGR) evaluation uses a self-report approach to assess the impact of the Residential Demand Response Initiative (RDI) on participants' decisions to implement energy efficiency upgrades. The methodology includes assessing distortion effects such as free-ridership and internal spillover.

Table 27: Evaluated Net Energy and Peak Demand Savings by Product p. pp. 123-124
Table 27: Evaluated Net Energy and Peak Demand Savings by Product C F Ls In ive E f fe Fa te t t to ra c c c r -2 0. 6 % -2 0. 6 % -2 0. 6 % -2 0. 6 % -2 0. 6 % -2 0. 6 % -2 0. 6 % N T G R 0. 9 3 0. 9 3 0. 9 3 0. 9 3 0. 9 3 0. 9 3 0. 9 3 T...

AI summary Table 27 presents evaluated net energy and peak demand savings by product, including metrics such as net-to-gross ratio (NTGR), total net peak demand savings, and line loss factors. The data indicates a consistent -20.6% efficiency factor and a constant NTGR of 0.93 across all product categories.

6.1 Unitary Savings Analysis p. p. 127
6.1 Unitary Savings Analysis To obtain an average annual savings value per pilot participant, the following method was used: - › Establishing the number of laundry loads done per week and the number of loads done in warm water for both the...

AI summary The Unitary Savings Analysis calculates average annual savings per participant by comparing laundry habits between control and treatment groups. The analysis uses data from an annual phone survey, which included questions on cold water washing habits. Outliers were removed to ensure more reliable averages.

6.1.1 Demand-to-Energy Ratio p. p. 130
6.1.1 Demand-to-Energy Ratio The same demand-to-energy ratio as the one used for all products installed under the regular RDI program component was used to establish peak demand savings, which amounts to 0.233 MW/GWh.

AI summary The demand-to-energy ratio of 0.233 MW/GWh, used in the RDI program, was applied to calculate peak demand savings for products installed under the regular RDI program component.

6.4 Net Savings p. p. 130
6.4 Net Savings In total, the CBSM Pilot generated net energy savings of 0.050 GWh at the meter and 0.055 GWh at the generator, and net demand savings of 0.012 MW at the meter and 0.013 MW at the generator, as shown in the table below.

AI summary The CBSM Pilot generated net energy savings of 0.050 GWh at the meter and 0.055 GWh at the generator, along with net demand savings of 0.012 MW at the meter and 0.013 MW at the generator.

Table 31: CBSM Pilot Net Evaluated Energy Savings p. pp. 130-131
Table 31: CBSM Pilot Net Evaluated Energy Savings Parameter Value Energy Savings Total Number of Participants 438 Net Unitary Savings Value (kWh) 114 Interactive Effect Factor 0% Total Net Energy Savings – at meter (GWh) 0.050 Line Loss Fa...

AI summary Table 31 presents the net evaluated energy savings from the CBSM Pilot, including total participants, unitary savings, and both energy and peak demand savings at the meter and generator levels, with adjustments for line loss factors.

p. pp. 137-138
QD1b. If you answered "No", what else can Efficiency Nova Scotia do to involve delivery agents? Very knowledgeable Somewhat knowledgeable Not very knowledgeable Not at all knowledgeable QD4a. How knowledgeable are you/your staff regarding...

AI summary This document contains survey questions related to program performance and stakeholder engagement, focusing on Efficiency Nova Scotia's Residential Direct Installation program and the involvement of delivery agents.

Sampling Methodology p. p. 138
Sampling Methodology For the 2014 RDI impact evaluation, 50 on-site visits were conducted with participants. The sampling plan was developed in September 2014 on the basis of the most up-to-date tracking data available. The sample selected...

AI summary The 2014 RDI impact evaluation involved 50 on-site visits, with a sample split between participants with CFLs and LEDs. The sampling plan aimed to balance participants across Delivery Agents but faced challenges due to differing territory sizes. The evaluation also focused on participants with additional RDI measures installed, such as hot water and Embertec devices, due to prior complaints.

On-site Visit Protocol p. pp. 24-139
On-site Visit Protocol On-site visits were conducted to validate the quantity of installed products documented in the tracking system against the actual situations observed on site. This process served two main purposes: 1) to establish th...

AI summary On-site visits were conducted to verify the installation of energy efficiency products and assess their savings values. Evaluators collected data on lamp types, locations, hot water heating sources, and other parameters to determine installation rates and product removal reasons.

Residential Direct Install Efficiency Nova Scotia Corporation p. p. 141
Residential Direct Install Efficiency Nova Scotia Corporation 2014 DSM Evaluation Report

AI summary This document refers to a 2014 DSM Evaluation Report related to the Residential Direct Install Efficiency Nova Scotia Corporation. It highlights the evaluation of demand-side management programs, focusing on efficiency initiatives in residential settings.

p. p. 145
E3b. [ASK IF E3a = 1, 2 or 3] You indicated that you were not satisfied with the Embertec smart power controller that was installed under the program. What was the SINGLE most important reason you were not satisfied with this device? [PROB...

AI summary The respondent expressed dissatisfaction with the Embertec smart power controller installed under a program, citing that it did not function as expected as the primary reason for their dissatisfaction.

Behaviour Changes and Washing Habits [B Series] p. pp. 149-150
Behaviour Changes and Washing Habits [B Series] [ASK ALL PARTICIPANTS] - B1. Did your household receive information during the visit from the installer about energy-efficient products? DO NOT READ, CODE ONE ONLY - 1 Yes - 2 No - 98. (Don't...

AI summary The document includes survey questions about whether households received information on energy-efficient products during an installer visit and whether that information influenced their energy usage behavior.

[ASK ALL RESPONDENTS] p. pp. 153-154
[ASK ALL RESPONDENTS] 98 None These final questions are asked for statistical purposes only. The information collected is strictly confidential. - D1. What type of residence do you live in? [READ RESPONSES 1-7, THEN 96; SELECT ONE RESPONSE...

AI summary This section of the document includes a survey question asking respondents about the type of residence they live in, followed by a reference to the 2014 DSM Evaluation Report. The information collected is for statistical purposes and is strictly confidential.

- B2. Did the information your household received during the visit from the installer change your behavior in terms of how you use energy at home? p. pp. 163-179
- B2. Did the information your household received during the visit from the installer change your behavior in terms of how you use energy at home? Information Received 2012 2013 2014 Sample Size 181 159 164 Yes 75% 77% 70% No 18% 11% 21% D...

AI summary The data shows that a majority of households (ranging from 49% to 53%) reported that information received during an installer visit led to behavioral changes in energy use at home, with slight variations across the years 2012 to 2014.

APPENDIX VI CBSM PILOT PARTICIPANT SURVEY RESULTS p. p. 170
APPENDIX VI CBSM PILOT PARTICIPANT SURVEY RESULTS E1a. You just mentioned that an Embertec smart power controller for audio-visual equipment was installed in your household as part of the program. Do you still have this device installed in...

AI summary The survey question asks whether a participant still has an Embertec smart power controller installed in their household as part of the CBSM pilot program.

B3. How did your behavior change? p. p. 179
B3. How did your behavior change? Behavioral Changes 2014 Pilot Participants Sample Size 85 I turn off my lights now 52% I use cold water to wash my clothes 35% Reduce water consumption/Not wasting water 18% I turn off appliances 12% More...

AI summary The text discusses behavioral changes among 2014 pilot participants, showing that 52% now turn off lights, 35% use cold water for laundry, and 18% reduce water consumption. Satisfaction with washing clothes in cold water is reported as 75% satisfied.

Satisfaction [S Series] p. pp. 186-187
Satisfaction [S Series] S2. BUT DO NOT PROBE FOR MULTIPLE] How did you find out about this program? [DON'T READ; ALLOW MULTIPLE RESPONSE 1. 2. 3. 4. 5. 6. Media advertising Contacted directly by Efficiency Nova Scotia Through a third party...

AI summary This section of the document contains a survey related to customer satisfaction with Efficiency Nova Scotia's programs, focusing on how participants learned about the program, their experience with the Direct Install program, and their level of satisfaction with various factors related to Efficiency Nova Scotia's performance.

FR2a. If you had not participated in RDI, what is the likelihood that you would have installed the same energy-efficient products that you installed through RDI? (Scale 0 to 10) p. pp. 3-4
FR2a. If you had not participated in RDI, what is the likelihood that you would have installed the same energy-efficient products that you installed through RDI? (Scale 0 to 10) FR2a = Answer x 10% PA1 Score: FR2a FR1. Did you or anyone in...

AI summary This section of the document asks participants about their likelihood of installing energy-efficient products without the RDI program, their prior plans, and the influence of the program on their decisions. It also includes scoring mechanisms to assess free-ridership based on responses.

RENTAL PROPERTIES AND CONDOS SERVICE p. pp. 5-7
RENTAL PROPERTIES AND CONDOS SERVICE 2014 DSM EVALUATION EFFICIENCY NOVA SCOTIA CORPORATION 2014 DSM Evaluation Report Final Report February 26, 2015

AI summary This document presents the 2014 Demand Side Management (DSM) Evaluation Report by Efficiency Nova Scotia Corporation, submitted in February 2015. It provides an analysis of the DSM program's performance and outcomes.

Program Component Overview p. p. 11
Program Component Overview Formerly known as Multi-Unit Residential Buildings (MURB), RP&C offers landlords, tenants and condominium owners direct free-of-charge installation of energy-efficient products in both common-space areas and rent...

AI summary The RP&C program, formerly MURB, provides free installation of energy-efficient products in common areas and rental units. The program is managed by a delivery agent, the Summerhill Group, and is part of Business Energy Solutions.

Table 10: Validated Gross Energy and Peak Demand Savings by Product p. p. 25
Table 10: Validated Gross Energy and Peak Demand Savings by Product Ty f Pr du t p e o o c 1 3- W t C t a F L 1 3- W t C t a L O F do t u or 1 4- W t C t a F L 1 4- W t C t a L O F do t u or 2 3- W t C t a F L 2 3- W t C t a L O F do t u o...

AI summary Table 10 presents validated gross energy and peak demand savings by product type, including metrics such as number of units installed, unit savings, and total savings in kilowatt-hours. The table includes various products like CFLs, LEDs, and heat pumps, and provides data on energy efficiency programs.

3.2 Interactive Effects p. p. 27
3.2 Interactive Effects Interactive effects occur on a building's space conditioning systems after the implementation of energy efficiency measures, such as lighting upgrades. These upgrades impact the energy consumption of the heating and...

AI summary This section discusses interactive effects on building space conditioning systems following energy efficiency measures, such as lighting upgrades. The analysis focuses on how replacing incandescent lighting with CFLs or LEDs affects heating and cooling loads and references a 1992 study by ADS for Hydro-Québec using DOE-2 software to simulate scenarios of interactive effects.

[ASK ALL RESPONDENTS] p. pp. 34-35
[ASK ALL RESPONDENTS] - CS1. How did your company first learn of the programs offered by Efficiency Nova Scotia? [DON'T READ; ALLOW MULTIPLE RESPONSE BUT DO NOT PROBE FOR MULTIPLE] - 1 Media advertising - 2 Someone at Efficiency Nova Scoti...

AI summary The document includes a question about how companies learned of Efficiency Nova Scotia's programs and references a 2014 DSM Evaluation Report. It also contains a placeholder for a picture related to the report.

Factor (READ AND RANDOMIZE) Responses p. p. 42
Factor (READ AND RANDOMIZE) Responses a. The free installation of energy-efficient products offered by the program Response 98 Don't Know 99 Refused b. Information or advice provided by program staff throughout the upgrade process Response...

AI summary The text presents responses to questions about customer experiences with energy efficiency programs, including free installation of products, information provided by program staff, and previous experience with similar programs. The data includes responses such as 'Don't Know' and 'Refused'.

SOLAR p. p. 49
SOLAR 2014 DSM EVALUATION

AI summary The document references a 2014 Demand Side Management (DSM) evaluation, indicating a review or assessment of energy efficiency programs or initiatives undertaken during that year.

Table 1: Validated Gross and Net Savings at the Generator p. p. 55
Table 1: Validated Gross and Net Savings at the Generator Tracked Gross Savings Gross Savings with Adjustment Ratio NTGR Net Savings Energy Savings 0.0925 GWh 0.0950 GWh 0.65 0.0617 GWh 2014 DSM Evaluation Report

AI summary Table 1 presents validated gross and net savings at the generator, including energy savings of 0.0925 GWh and a net savings of 0.0617 GWh after applying an adjustment ratio of 0.65. The data is referenced from the 2014 DSM Evaluation Report.

LED HOLIDAY LIGHT EXCHANGE 2014 DSM EVALUATION p. p. 62
LED HOLIDAY LIGHT EXCHANGE 2014 DSM EVALUATION 2014 DSM Evaluation Report

AI summary This document is the 2014 DSM Evaluation Report for the LED Holiday Light Exchange program. It assesses the effectiveness of the program in promoting energy efficiency and reducing electricity consumption.

2.1 Gross Savings p. pp. 72-73
2.1 Gross Savings The quantity of LED sets exchanged during LHLE events was captured in a tracking sheet. A total of 6,343 sets were distributed at 117 events in 2014. ENSC then used an average unitary savings value to estimate the total e...

AI summary The document discusses the distribution of LED sets during LHLE events in 2014, with a total of 6,343 sets distributed across 117 events. ENSC used an average unitary savings value to estimate the energy and peak demand savings from the program.

Number of Sets Replaced p. p. 74
Number of Sets Replaced Through LHLE, ENSC offers one set of LED lights in exchange for two sets of traditional incandescent lights—there is a limit of one set of LED holiday lights per person. Consequently, ENSC calculates the unitary sav...

AI summary ENSC's LHLE program exchanges one set of LED lights for two sets of traditional incandescent lights, with a limit of one LED set per person. ENSC assumes customers will replace returned incandescent sets with new LED sets, but this assumption is considered conservative as customers often return more than two sets and may use only the new LED set provided.

2.2 Interactive Effects p. pp. 80-81
2.2 Interactive Effects Interactive effects occur in a home when implemented energy efficiency measures have an impact on the energy consumption of other elements, such as heating and cooling. In the case of LHLE, replacement of old tradit...

AI summary Interactive effects occur when energy efficiency measures, such as LED holiday lights, impact other home energy consumption, like heating. LED lights used indoors during winter can increase heating loads. Hydro-Québec previously disregarded energy savings from indoor LED lights in electrically heated homes. Surveys and calculations show that only external LED lights contribute significantly to energy savings.

Influence of HER on Behavioural Changes p. pp. 90-91
Influence of HER on Behavioural Changes Participants in the web-based component of HER were first asked a number of survey questions about energy efficiency behaviours to find out whether they had adopted one or more of them in the 12 mont...

AI summary Participants in the web-based HER program reported low influence ratings (1.6 to 4.3 on a 10-point scale) regarding energy efficiency behaviors. However, analysis showed that some behaviors, such as hanging laundry to dry and reducing shower time, increased after participation in the program, indicating some behavioral changes.

Recommendations p. pp. 11-152
Recommendations Overall, the Econoler team finds that the paper-based component of HER has succeeded in achieving the expected results in terms of changing participants' electricity consumption behaviour. The impact of the web-based compon...

AI summary The Econoler team found that the paper-based component of the Home Energy Report (HER) successfully changed participants' electricity consumption behavior, while the web-based component's impact was harder to evaluate. Specific recommendations are made to optimize HER, in addition to general recommendations for ENSC program components from the 2014 DSM programs.

3.1 Program Design p. p. 97
3.1 Program Design Participants in the paper-based component are provided with paper reports that illustrate their energy usage patterns, compare their energy usage to an anonymous group of similar neighbouring homes and offer tips on how...

AI summary The program provides participants with paper reports and a web portal to compare energy usage with similar homes and offer energy efficiency tips. The objective is to encourage behavioural changes and reduce energy consumption. While initial changes are common, they may erode over time, whereas actions like purchasing energy-efficient products lead to more sustainable savings.

Section 1531 p. p. 102
The majority of respondents reported it would have been likely for them to adopt the specific energy-efficient behaviour without HER, as highlighted in the table below.

AI summary Most respondents indicated they would likely adopt energy-efficient behaviors even without the Home Energy Report, as shown in the provided table.

Selection of Participants p. pp. 105-106
Selection of Participants First, Econoler reviewed the process used to build the two groups. A smaller group was selected by Opower to represent a random sample of the Nova Scotian population, while the other bigger group represented high...

AI summary The document describes the selection process for two participant groups in a program aimed at achieving energy savings. A random sample of 20,000 households was selected, with half in a treatment group and half in a control group. Additionally, 110,000 high electricity users were selected, with 88,000 in a treatment group and 23,000 in a control group. Both groups were analyzed to ensure similarity in attributes such as usage, demographics, and home characteristics.

Section 1547 p. p. 108
The information provided by Opower's billing analysis did not allow calculating the peak demand savings associated with the paper-based participants. However, the paper-based component report's observations regarding the measures taken and...

AI summary The analysis of Opower's billing data could not determine peak demand savings for paper-based participants. However, secondary research identified a similar program in Ohio that estimated peak demand savings by dividing annual energy savings by 8,760. Using this method, net peak demand savings were calculated as 3.580 MW at the meter and 3.938 MW at the generator.

Gross Peak Demand Savings p. p. 123
Gross Peak Demand Savings Some of the tips selected to calculate energy savings might have also achieved a certain level of peak demand savings. However, additional information is required to estimate the demand savings attributable to eac...

AI summary The document discusses the calculation of gross peak demand savings, noting that while some energy-saving tips may have reduced peak demand, specific data is lacking for the HER component. The Evaluator has decided not to attribute peak demand savings to the HER component for 2014 due to its minimal impact.

99. Refused [THANK AND TERMINATE] p. p. 130
99. Refused [THANK AND TERMINATE] [IF REFUSED, ASK "Can we schedule a more convenient time for you to conduct this survey?" [SCHEDULED, IF NECESSARY, FOR:] Behaviour Changes (Series B)

AI summary This section of the document outlines a refusal to participate in a survey and provides an option to reschedule. It also introduces a section on Behaviour Changes (Series B), which likely relates to customer behavior in energy efficiency programs.

p. pp. 139-140
BV7. [ASK IF ANSWER TO BL6 OR BV5 ˃ 0] Thinking of the [ANSWER TO BL7 OR BV6] loads of clothes washing your household does in a typical week, approximately how many are washed in cold water, now that you have signed up online for your Home...

AI summary This section of the document includes survey questions related to household energy usage behaviors, focusing on the impact of the Home Energy Report on participants' decisions to turn off their computers at night and the frequency of such actions before and after signing up for the report.

Demographic Characteristics (Series D) p. pp. 144-145
Demographic Characteristics (Series D) [ASK ALL RESPONDENTS] These final questions are asked for statistical purposes only. The information collected is strictly confidential. - D1. What type of residence do you live in? [READ RESPONSES 1-...

AI summary This section of the document collects demographic information about respondents for statistical purposes. It asks about the type of residence and whether the home is owned or rented. A reference to the 2014 DSM Evaluation Report is included.

- B5. I am going to read you a list of energy-efficient behaviours that your household may have adopted. For each one, can you please tell me if your household has adopted it in the last 12 months? p. p. 148
- B5. I am going to read you a list of energy-efficient behaviours that your household may have adopted. For each one, can you please tell me if your household has adopted it in the last 12 months? Taken Steps to Reduce Home Energy Use 201...

AI summary The survey indicates that 80% of respondents have adopted at least one energy-efficient behaviour in the past year, with common practices including turning off lights and washing clothes in cold water. A smaller percentage have taken more advanced steps, such as using a home power monitor or insulating windows.

Importance of HER in Decision to Wash Clothes in Cold Water 2014 p. p. 158
Importance of HER in Decision to Wash Clothes in Cold Water 2014 Sample Size Mean Score Average rating: 10= "Extremely influential", 0= "No influence at all" HER influence on decision to wash in cold water 118 1.6 Base: Respondents who was...

AI summary The Home Energy Report (HER) had a modest influence on respondents' decision to wash clothes in cold water, with an average score of 1.6 on a scale from 0 to 10. Most respondents (70%) indicated they would have washed clothes in cold water regardless of the HER.

Section 1752 p. p. 193
2014 DSM Evaluation Report

AI summary This document is the 2014 DSM Evaluation Report, which assesses the effectiveness of demand-side management programs in Nova Scotia. It provides an analysis of program performance, outcomes, and impacts on energy efficiency and customer participation.

p. pp. 2-3
Non-sampling error Errors arising during the course of all survey activities other than sampling. Non-sampling errors tend to lead to bias in measurements and are very difficult to quantify. Peak demand savings The demand savings that coin...

AI summary The text defines several key terms related to survey errors, energy savings, and statistical measurements. It outlines non-sampling errors, peak demand savings, precision, random sampling error, sample size, tracked savings, and unitary savings, providing context for their application in energy efficiency and demand-side management programs.

BER Instant Rebates Product Types p. pp. 13-14
BER Instant Rebates Product Types - › CEE T8 lamps › LED troffer - › Wall pack induction lamp fixtures › LED strip lighting - › LED decorative walkways › T5 high bay fixtures - › CEE electronic ballasts › LED high bay fixtures - › High bay...

AI summary The BER Instant Rebates Product Types include various lighting products such as LED troffers, LED strip lighting, and T5 high bay fixtures. These products are now submitted under BER, which aimed for 27.0 GWh of electricity savings and 4.8 MW of peak demand savings in 2014. Energy savings are accounted for under the BNI Efficient Products Rebates.

Table 5: Implementation Status of Recommendations in 2012 and 2013 Executive Summaries p. pp. 19-20
Table 5: Implementation Status of Recommendations in 2012 and 2013 Executive Summaries Recommendation Status 2012 Recommendations 2012 BER-R1 Analyze product offering to reduce duplicate rebates and program overlapping in the market Implem...

AI summary This table outlines the implementation status of recommendations made in 2012 and 2013 executive summaries, focusing on energy efficiency programs. Most recommendations have been implemented, though some remain partially implemented or are yet to be addressed.

BER Mail-in p. pp. 23-24
BER Mail-in The review of the BER Mail-in tracking system included both the Excel sheet containing data exported from the DSMDS and the documentation stored in the DSMDS. In 2014, ENSC used only the DSMDS to manage the application process...

AI summary The BER Mail-in tracking system was reviewed, highlighting improvements in the Excel report's structure, including consolidated project information and automated savings calculations. The DSMDS was used in 2014, with savings equations stored in the Screening Tool and copied into the Project Summary tab. The Evaluator recommends using formulas to link total savings to individual measure savings to prevent errors.

BER Instant Rebates p. pp. 24-25
BER Instant Rebates BER Instant Rebates is currently not managed through the DSMDS on a day-to-day basis, which means the Evaluator reviewed the compilation of all the products sold at each participating distributor in the Excel sheet prov...

AI summary The BER Instant Rebates program is not managed through the DSMDS, leading to manual review of Excel data provided by ENSC. The Masterlist and Reporting tabs in the Excel sheet contain product details and savings equations, allowing accurate calculation of discrepancies in savings. However, manual verification remains necessary due to a lack of automated validation tools.

5 IMPACT EVALUATION FOR BER MAIL-IN p. p. 32
5 IMPACT EVALUATION FOR BER MAIL-IN The objective of the 2014 impact evaluation for BER Mail-in was to determine the gross and net energy savings. Both electrical energy and peak demand savings were estimated by analyzing the following par...

AI summary The 2014 impact evaluation for BER Mail-in aimed to assess gross and net energy savings by analyzing parameters such as installation rates, equipment features, and load factors. Interactive effects were considered for lighting measures but not for others. Adjustments and diversity factors were established based on documentation and on-site visits.

5.1 Gross Savings p. pp. 33-173
ated savings should be removed from the 2014 evaluation. A total of 22 projects were removed for this reason, including 7 projects from the sample and 15 other projects from the final tracking system. The algorithms in the BER – Measure Eq...

AI summary The document discusses the removal of 22 projects from the 2014 evaluation due to inaccurate savings calculations in the BER – Measure Equations Tool. Issues were identified in the algorithms for zero-energy doors, water heating measures, and HVAC hotel occupancy sensors, including incorrect parameter definitions and missing variables.

5.1.1 HVAC Measures p. p. 34
5.1.1 HVAC Measures A total of 15 on-site visits were conducted for the HVAC measure category this year, but only 13 projects were included in the final analysis because two incomplete projects were removed from the sample. All the complet...

AI summary The document discusses the evaluation of HVAC measures, specifically heat pump installations, based on 13 completed projects out of 15 on-site visits. Adjustments were made to energy and demand savings based on factors like full-load hours and heating capacity, referencing AHRI Standard 210/240.

5.1.4 Motor and VSD Measures p. pp. 38-39
llect the efficiency of the motor controlled; since this is a variable in the Massachusetts methodology, it will have to be added to the information required in the application package and worksheets. While the calculations presented in th...

AI summary The document discusses the need to collect motor efficiency data for the Massachusetts methodology, which is used for energy efficiency measures. It notes that the current methodologies are limited to HVAC applications and suggests using a tool developed by ENSC for calculating energy and demand savings for VSDs used in other applications. Adjustments were made to the savings calculations for five remaining projects.

5.1.7 Commercial Kitchen Measures p. p. 40
5.1.7 Commercial Kitchen Measures Commercial kitchen measures were evaluated by conducting five on-site visits. Only one project validated had its tracked savings values matching the revised values. The most prevalent problem was errors in...

AI summary An evaluation of commercial kitchen measures found issues with tracked savings calculations, including incorrect equations and missing elements. Adjustments were made to the savings of visited projects, increasing energy and demand savings by 15.4% and 45.6%, respectively.

5.1.12 Revised Gross Savings p. p. 43
5.1.12 Revised Gross Savings The savings achieved by every category of BER Mail-in measure are presented in Table 13. Both the energy and demand savings were revised by incorporating the adjustments discussed in the previous sections. Usin...

AI summary This section presents revised gross energy and demand savings for the BER Mail-in program, incorporating adjustments from prior sections. The savings are calculated using a line loss factor of 1.068 and a diversity factor, resulting in 12.902 GWh of energy savings and 1.988 MW of peak demand savings at the meter, with higher values at the generator.

Table 13: Evaluation Results – Revised Gross Savings – BER Mail-in p. pp. 43-44
Table 13: Evaluation Results – Revised Gross Savings – BER Mail-in Category of Measure HVAC Lighting Refrige ration Motors and VSDs Compressed Air Agricultural Tracking System Savings Tracked Energy Savings (GWh) 2.837 4.588 0.097 1.269 0....

AI summary Table 13 presents evaluation results for revised gross savings from the BER Mail-in program, detailing energy and demand savings across various categories of measures such as HVAC, lighting, and compressed air. It includes metrics like tracked energy savings, adjustment ratios, and line loss factors for both energy and peak demand savings.

(Continued) p. p. 47
(Continued) Category of Measure Kitchen Water Heating Laundry Solar LED Promotion Total Energy Savings Total Gross Energy Savings – at Meter (GWh) 0.376 0.057 0.003 0.005 2.765 12.902 NTGR 0.75 0.75 0.75 0.75 1.00 - Total Net Energy Saving...

AI summary Table 15 compares energy and peak demand savings from the mail-in rebate approach with those calculated in the 2014 tracking system, presenting data across categories like kitchen, water heating, and solar, along with metrics such as gross and net energy savings and peak demand savings.

6.1.10 Revised Gross Savings p. pp. 58-59
6.1.10 Revised Gross Savings Energy and demand savings associated with the instant rebate approach were calculated using the unitary savings values revised under this evaluation. Savings at the generator were also calculated using a line l...

AI summary The instant rebate approach's energy and demand savings were calculated using revised unitary savings values. Total energy savings were 18.002 GWh at the meter and 19.209 GWh at the generator, with peak demand savings of 4.260 MW and 4.545 MW respectively.

Table 20: Evaluation Results – Gross Energy and Peak Demand Savings for Instant Rebates Products with Unitary Savings Values p. pp. 59-60
Table 20: Evaluation Results – Gross Energy and Peak Demand Savings for Instant Rebates Products with Unitary Savings Values Ca Pr du t te o c g or y H P- T 8- 3 2 W La m p s R W -T 8- 2 8 W La m p s R W -T 8- 2 5 W La m p s 1- La m p H P...

AI summary Table 20 presents evaluation results for gross energy and peak demand savings from instant rebate products with unitary savings values, including data on various lamp and ballast products and their associated energy savings.

Table 21: Evaluation Results – Gross Energy and Peak Demand Savings for All Other Instant Rebates Products p. pp. 60-61
Table 21: Evaluation Results – Gross Energy and Peak Demand Savings for All Other Instant Rebates Products Pr du Ca t te o c g or y T 5 d T 8 an H ig h Ba s y D Do L E l ig h ts n w O t he r In do D La L E or m p s O t do u or L D W E l lp...

AI summary Table 21 presents evaluation results for gross energy and peak demand savings from all other instant rebates products. It includes various categories and totals, such as the number of units in the program, with figures ranging from 3,087 to 23,115,7.

Table 25: Evaluation Results – Net Energy and Peak Demand Savings for Instant Rebates Products with Unitary Savings Values p. p. 65
Table 25: Evaluation Results – Net Energy and Peak Demand Savings for Instant Rebates Products with Unitary Savings Values Ca f Pr du te t g or o o c y H P- T 8- 3 2 W la m p s R W -T 8- 2 8 W la m p s R W -T 8- 2 W 5 la m p s 1- La m p H...

AI summary Table 25 presents the evaluation results of net energy and peak demand savings for instant rebate products with unitary savings values, including various lamp and ballast products, lighting occupancy sensors, and motors. The table provides data on gross energy savings and efficiency factors for each product category.

Table 26: Evaluation Results – Net Energy and Peak Demand Savings for Other Instant Rebates Products p. p. 66
Table 26: Evaluation Results – Net Energy and Peak Demand Savings for Other Instant Rebates Products Ca f te Pr du t g or y o o c T 5 d T 8 an H ig h Ba y s D Do L E l ig h ts w n O t he r In do D La L E or m p s O t do u or L D W E l lp k...

AI summary Table 26 presents evaluation results for net energy and peak demand savings from Other Instant Rebates Products. It includes metrics such as total gross energy savings, high bay savings, and other categories, with numerical values provided for each category.

Section 1978 p. pp. 76-77
› your staff's overall knowledge of these products? 2014 DSM Evaluation Report

AI summary The document references a 2014 DSM Evaluation Report and asks about the staff's knowledge of specific products. It appears to be related to the evaluation of demand-side management programs.

Section 1983 p. pp. 79-80
› the number of LED downlights sold in your store? › your staff's overall knowledge of these products? 2014 DSM Evaluation Report

AI summary The text references a 2014 DSM Evaluation Report and includes questions about the number of LED downlights sold and staff knowledge of products. It does not provide specific details or discussion on the themes of the proceeding.

p. pp. 80-81
Yes S4. Finally, do you have any suggestions to improve the program? No S2. The program support and communications S3. The rebate processing, tracking and reporting S1. The overall program Aspects of the program a. Score b. Reason Please s...

AI summary The text presents a series of questions related to the Business Energy Rebates (BER) program, focusing on customer satisfaction, program effectiveness, and the influence of incentives on product choices. Respondents are asked about their satisfaction with various aspects of the program, the adequacy of incentives, and the impact of the program on customer behavior.

Firmographics [F Series] p. pp. 88-90
Firmographics [F Series] These final questions are asked for statistical purposes only. The information collected is strictly confidential. - F1. What is the main activity of your company? [DO NOT READ—BUT CONFIRM WITH RESPONDENT THAT THE...

AI summary The text outlines a series of statistical questions for a regulatory proceeding in Nova Scotia, focusing on company activities, employment numbers, and organizational structure. It includes a reference to the 2014 DSM Evaluation Report and mentions some acronyms related to the process.

Section 2060 p. p. 115
2014 DSM Evaluation Report Normal week/holidays lighting operation schedule (hours per day): Please fill the table below for each lighting schedule reported by the site contact as usage could vary for each section of the facility. Use addi...

AI summary The text provides a template for reporting lighting operation schedules in a 2014 DSM Evaluation Report, requesting detailed information on usage patterns across different sections of a facility.

Section 2064 p. p. 117
2014 DSM Evaluation Report

AI summary The 2014 DSM Evaluation Report provides an assessment of demand-side management programs in Nova Scotia, focusing on their effectiveness, implementation, and impact on energy efficiency and customer participation.

Section 2066 p. pp. 118-119
Motors and Drives: Collect the information in the table below if motors and drives measures were installed. Use on-site observation and contact declaration. Use additional sheets if required. The information collected will then be compared...

AI summary The text provides instructions for collecting information on motors and drives measures, including the use of on-site observation and contact declaration. It mentions that this information will be compared with data in a tracking sheet by Econoler, and it requests the recording of manufacturer and model numbers along with technical details.

Section 2072 p. pp. 122-123
Refrigeration: Collect the information in the table below if refrigeration measures were installed. Use on-site observation and contact declaration. Use additional sheets if required. The information collected will then be compared with th...

AI summary The document provides instructions for collecting information on refrigeration measures installed, including manufacturer and model numbers, to be compared with tracking sheet data by Econoler.

Section 2087 p. p. 136
Laundry: Collect the information in the table below if commercial laundry measures were installed. Use on-site observation and contact declaration. Use additional sheets if required. The information collected will then be compared with the...

AI summary The text provides instructions for collecting information on commercial laundry measures, including manufacturer and model numbers, technical data, and details to be compared with a tracking sheet by Econoler.

2.2.3 Project File Review, On-site Visits and Interviews p. p. 158
2.2.3 Project File Review, On-site Visits and Interviews By the end of 2014, 25 on-site visits and a full technical review of project documentation was carried out for a sample of the 2014 Custom Retrofit participants. However, since some...

AI summary By the end of 2014, 25 on-site visits were conducted for a sample of Custom Retrofit participants to validate technical specifications and assess spillover effects. Due to errors in the tracking sheet, only 22 visits were used. The visits were carried out by Equilibrium Engineering and included interviews and facility assessments.

3.1 Participation in Custom Retrofit p. p. 159
3.1 Participation in Custom Retrofit In 2014, Custom Retrofit saw a total of 100 projects implemented, compared to 134 projects in 2013, 155 projects in 2012 and 159 projects in 2011. Figure 2 illustrates that the number of projects implem...

AI summary In 2014, Custom Retrofit implemented 100 projects, a decline from previous years. This decrease is partly due to the offloading of lighting-only projects to other programs like Business Energy Rebates (BER), and may also be attributed to lower targets set by ENSC.

Table 4: Implementation Status of Recommendations in 2012 and 2013 Executive Summaries p. p. 160
Table 4: Implementation Status of Recommendations in 2012 and 2013 Executive Summaries Recommendation Status 2012 Recommendation 2012 Custom-R1 Consider diverting or assigning a proportion of the simple lighting retrofit projects to other...

AI summary Table 4 outlines the implementation status of recommendations from 2012 and 2013 executive summaries, focusing on improvements in energy efficiency programs, such as retrofit projects, diversity factor calculations, and the use of measurement and verification (M&V) procedures. Many recommendations have been fully or partially implemented, with ongoing efforts in some areas.

3.4.1 DSMDS Report p. p. 165
3.4.1 DSMDS Report In 2014, the DSMDS was used to generate the preliminary tracking report for sampling purposes, which contained three tabs: (1) Evaluation Report; (2) Measures by Project; and (3) Measures by Category. However, when gener...

AI summary In 2014, the DSMDS was used to generate a preliminary tracking report with three tabs, but encountered a technical issue when generating the final report. It is assumed that once resolved, the final report will resemble the 2014 version, which was reviewed by the Evaluator.

3.4.2 Online DSMDS p. p. 166
3.4.2 Online DSMDS In addition to the tracking report provided, the Evaluator reviewed the contents and structure of ENSC's DSMDS. Since all current Custom Retrofit projects are now being tracked online through this tool, the Evaluator fel...

AI summary The Evaluator reviewed ENSC's Demand-Side Management Data System (DSMDS), focusing on the Project Summary and Measures and Documents tabs, to assess accuracy and identify areas for improvement, as all current Custom Retrofit projects are now tracked online through this tool.

Project Summary p. pp. 166-167
Project Summary The Project Summary tab of the DSMDS contains all the relevant information required for a quick overview of any Customer Retrofit project. Information within this tab includes the project information, notes, milestone dates...

AI summary The Project Summary tab in the DSMDS includes key information for Customer Retrofit projects, such as project details, budget, savings summaries, and client contact data. ENSC added a section to document free-ridership screening and facility details, improving data management and enabling future program adjustments.

4.1.1 Awareness and Participation p. p. 169
4.1.1 Awareness and Participation The ENSC website or the Internet was the main means by which participants found out about Custom Retrofit. Other sources of awareness were energy managers, ENSC staff, word of mouth, trade magazines, Nova...

AI summary The ENSC website and the Internet were the primary sources of awareness for the Custom Retrofit program. Additional awareness came from energy managers, ENSC staff, word of mouth, trade magazines, Nova Scotia Power, and the provincial government.

Table 6: Factors Influencing Participants' Decisions p. pp. 170-171
Table 6: Factors Influencing Participants' Decisions Importance of Factors in Influencing Decision 20 12 2013 2014 to Implement Energy Efficiency Measures Sample Size Mean Sample Size Mean Sample Size Mean Mean (0=Not at all important, 10=...

AI summary Table 6 outlines the importance of various factors influencing participants' decisions to implement energy efficiency measures. Financial incentives and on-bill financing are highly valued, while previous experience with programs and technical assistance are also significant considerations.

4.1.3 Satisfaction with Custom Retrofit p. p. 171
4.1.3 Satisfaction with Custom Retrofit Nearly all participants were satisfied with Custom Retrofit overall. Several other program aspects generally received good ratings, with the majority of participants offering good ratings for the ini...

AI summary Nearly all participants were satisfied with the Custom Retrofit program, with positive feedback on eligibility confirmation, project implementation, incentive amounts, and savings verification. However, satisfaction was lower regarding rebate delays and the paperwork required, with an average of 11 weeks to receive the rebate or incentive.

5.1.1 Adjustment Methodology for Custom Retrofit p. p. 173
5.1.1 Adjustment Methodology for Custom Retrofit The following sub-sections describe the verification procedure used by the Econoler team when evaluating the gross savings for each Custom Retrofit project. For the 2014 Evaluation, projects...

AI summary The document outlines the adjustment methodology used by the Econoler team to verify gross savings for Custom Retrofit projects, particularly during the 2014 Evaluation. Projects were split into lighting and others to create individual adjustment factors and minimize the impact of one measure type on total tracked savings.

Lighting Retrofit Projects p. pp. 173-174
Lighting Retrofit Projects In 2014, 36 of the 100 projects included lighting retrofit measures, which accounted for approximately 24 percent of the verified energy savings. In order to paint an accurate picture of Custom 2014, 11 of the 25...

AI summary This section discusses the verification process for lighting retrofit projects in 2014, highlighting factors such as unitary wattage, installation rates, hours of operation, diversity factors, and M&V procedures. These factors were used to calculate energy savings and ensure accuracy in the verification process.

Other Energy Efficiency Projects p. pp. 174-175
Other Energy Efficiency Projects The remaining 2014 Custom projects were grouped into a second category simply named "Other Energy Efficiency Projects", and it included a variety of measures, such as HVAC upgrades, motor replacements, cont...

AI summary The 'Other Energy Efficiency Projects' category includes diverse energy conservation measures, such as HVAC upgrades and motor replacements. The weighted adjustment ratio was calculated based on a detailed review of project documentation and on-site verification of equipment installation and operation parameters.

5.1.2 Adjusted Gross Savings p. p. 175
5.1.2 Adjusted Gross Savings The final tracked gross energy and peak demand savings results for Custom 2014 were reviewed and adjusted by the Evaluator. All adjustments were made following a comparison of the claimed project savings with t...

AI summary The final tracked gross energy and peak demand savings results for Custom 2014 were reviewed and adjusted by the Evaluator based on a sample of 22 projects, following the exclusion of three projects from the original sampling plan.

Adjustments to Lighting Retrofit Projects p. pp. 175-176
Adjustments to Lighting Retrofit Projects The adjustment factors for lighting retrofits were determined through the analysis of the information obtained during the 10 on-site visits for lighting retrofit measures. The overall energy and pe...

AI summary Adjustments to lighting retrofit projects were determined based on 10 on-site visits, identifying discrepancies in operation hours, fixture counts, and interactive effects. Energy savings adjustment factor was set at 1.009, and peak demand ratio at 1.142. Recommendations include standardizing M&V plans and focusing verification on larger projects.

Adjustments to Other Custom Retrofit Projects p. pp. 176-177
Adjustments to Other Custom Retrofit Projects The remaining Custom projects in the sample are classified as "other" Custom Retrofit projects for this report. The tracked savings for each project were adjusted using a similar methodology as...

AI summary The report discusses adjustments to energy and peak demand savings for 'other' Custom Retrofit projects, noting minor discrepancies in energy savings calculations and significant errors in documentation. An overall energy savings adjustment factor of 0.991 was applied, while a peak demand adjustment factor of 0.686 was used, influenced by differences in methods for estimating peak coincidence factors.

Section 2177 p. pp. 177-178
Continued success in the delivery of non-lighting Custom projects will require continued improvement to the application of M&V practices. In a number of cases, M&V activities were not summarized or documented in the DSMDS. More specificall...

AI summary The document highlights the need for improved M&V practices in non-lighting Custom projects, noting that only 13 out of 22 sampled projects included measurements. Savings for the 2014 Custom Retrofit are estimated at 21.279 GWh at the meter and 22.547 GWh at the generator, with peak demand savings of 1.619 MW and 1.716 MW respectively.

Table 11: Net Energy and Peak Demand Savings for Custom Retrofit p. pp. 180-181
Table 11: Net Energy and Peak Demand Savings for Custom Retrofit Custom Retrofit Energy Savings Total Gross Energy Savings – at Meter (GWh) 21.279 NTGR 0.90 Total Net Energy Savings – at Meter (GWh) 19.151 Line Loss Factor 1.060 Total Net...

AI summary Table 11 presents the net energy and peak demand savings for a custom retrofit, including total gross and net energy savings at both the meter and generator levels, along with line loss factors and peak demand savings figures.

6.1 EMIS Review p. p. 181
6.1 EMIS Review A newly introduced Custom Retrofit sub-component, EMIS was first undertaken in 2013 as a pilot. The main goal of EMIS is to assist industrial clients in making real-time decisions about their process using energy consumptio...

AI summary The EMIS program, introduced in 2013, helps industrial clients make real-time energy decisions using metered system data. A review found that only two of four 2014 projects were generating savings, while others were still in implementation. The program manual and supporting documentation are well-defined, providing clear guidance for participants and consultants.

6.2 Existing Building Commissioning Review p. pp. 182-183
6.2 Existing Building Commissioning Review As mentioned previously, EBC was one of the Custom Retrofit components newly introduced in 2014. The goal of this component is to achieve energy and peak demand savings through the appropriate and...

AI summary The Existing Building Commissioning (EBC) program, introduced in 2014, focuses on achieving energy and peak demand savings through low-cost and no-cost measures. An evaluator found that EBC is cost-effective, generating approximately 850 MWh in savings, though project documentation quality varied significantly.

6.4 Overall Savings for Custom Retrofit p. p. 185
6.4 Overall Savings for Custom Retrofit The following table presents the total tracked and evaluated savings for Custom Retrofit as well as its two sub-components, EBC and EMIS.

AI summary This section introduces a table that outlines the total tracked and evaluated savings for the Custom Retrofit program, along with its sub-components, EBC and EMIS.

This Appendix presents all recommendations made by the Evaluator throughout the report as well as the sections from which the recommendations originated. p. pp. 55-188
This Appendix presents all recommendations made by the Evaluator throughout the report as well as the sections from which the recommendations originated. Sections Recommendations 5 Require EMIS service providers to track and present saving...

AI summary This section recommends that EMIS service providers use the IPVMP protocol to track and present savings, ensuring detailed M&V plans and verification by ENSC to address weaknesses in project implementation and ensure accurate savings tracking.

Free-Ridership [FR Series] p. p. 193
Free-Ridership [FR Series] According to our information, through its participation in the Custom Program, your business or organization received incentives to implement electrical energy-saving projects in one or several facilities or buil...

AI summary This section of the Free-Ridership survey asks participants whether they had plans to implement energy efficiency measures before joining the Custom Program and assesses the likelihood they would have taken those actions without the program's incentives.

p. p. 194
FR2b. installed standard equipment instead of energy-efficient equipment? Response 98 Don't Know 99 Refused FR2c. implemented the energy efficiency measures that you implemented through the program, but at a later date? Response 98 Don't K...

AI summary The text discusses survey questions related to energy efficiency programs, specifically focusing on whether respondents would have implemented energy efficiency measures without the program and the timing of such implementation. It includes response options and follow-up questions for detailed answers.

Barriers to Actions and Recommendations [B Series] p. p. 0
Barriers to Actions and Recommendations [B Series] - B1. Did you face any challenges or barriers when implementing energy efficiency measures through the Custom Program? - 1. Yes - 2. No (SKIP TO B7) - 98. (Don't know) (SKIP TO B7) - 99. (...

AI summary This section of the proceeding asks respondents about challenges faced in implementing energy efficiency measures through the Custom Program, including approval delays, measurement and verification requirements, and payback time frames. It also seeks suggestions for improving the program's various components and processes.

Section 2233 p. p. 3
- P4. What was the SINGLE most important reason your company or organization chose to participate in the Custom Program?

AI summary The question asks for the most important reason a company or organization chose to participate in the Custom Program, indicating a focus on motivations for program participation.

Section 2235 p. p. 4
P6. Some companies work with a design professional, project architect, engineer, equipment contractor, or a utility account manager as part of the project design phase. Who do you feel was more responsible for specifying the measures to in...

AI summary The text inquires about responsibility for specifying measures to install through the Custom Program, involving various professionals such as design professionals, project architects, engineers, equipment contractors, or utility account managers.

MEAN VALUE OF: (FR2a ; FR2b) IF PRE-SCREENING: 0% p. p. 16
MEAN VALUE OF: (FR2a ; FR2b) IF PRE-SCREENING: 0% FR1. Before participating in Custom, did your company have plans to implement the specific energy efficiency measures that were implemented through the program? IF 1. Yes: Use FR1a IF 2. No...

AI summary The text outlines a series of questions related to energy efficiency program participation, focusing on whether companies had pre-existing plans for energy efficiency measures and how financial incentives influenced their decision to implement them.

CUSTOM NEW CONSTRUCTION 2014 DSM EVALUATION p. p. 29
CUSTOM NEW CONSTRUCTION 2014 DSM EVALUATION 2014 DSM Evaluation Report

AI summary This document is titled 'CUSTOM NEW CONSTRUCTION 2014 DSM EVALUATION' and refers to a 2014 Demand Side Management (DSM) Evaluation Report. It appears to be a regulatory proceeding document related to energy efficiency programs.

3.2 Tracking System p. pp. 41-85
3.2 Tracking System In 2014, ENSC tracked Custom NC projects through the demand-side management data system (DSMDS) and generated tracking reports in the form of an Excel workbook for evaluation purposes. The following two sections present...

AI summary In 2014, ENSC used the DSMDS to track Custom NC projects and generated Excel-based tracking reports for evaluation. The section discusses the Evaluator's review of these reports and the DSMDS system.

3.2.2 Demand-side Management Data System p. p. 43
3.2.2 Demand-side Management Data System Beyond the review of the tracking report provided, the Evaluator reviewed the contents, and structure of ENSC's Demand-Side Management Data System. Since all current Custom NC projects are now being...

AI summary The Evaluator reviewed the Demand-Side Management Data System (DSMDS) used by ENSC to track Custom NC projects. The system contains eleven tabs, three of which were found to contain the necessary information for on-site evaluations and verifying tracked savings.

Project Summary p. p. 43
Project Summary The Project Summary tab of the DSMDS contains all of the relevant information required for a quick overview of any Customer NC project. Information within this tab includes the project information, notes, milestone dates, p...

AI summary The Project Summary tab in the DSMDS provides an overview of Customer NC projects, including budget, savings, and contact information. ENSC added sections for free-ridership screening and facility details to improve data collection and program offerings.

4.1 Gross Savings p. p. 45
4.1 Gross Savings Under the 2014 impact evaluation, the Evaluator calculated the gross energy and peak demand savings for all the nine sampled projects in accordance with the specifics of each project. These results were then compared to t...

AI summary The 2014 impact evaluation calculated gross energy and peak demand savings for nine sampled projects, compared results with tracking sheets, and applied adjustment factors. Weighted averages were used to determine overall adjustment factors for Custom NC projects, which were then used to adjust gross savings.

4.1.1 Adjustment Methodology p. pp. 45-46
4.1.1 Adjustment Methodology Nine on-site visits were conducted with the intent of confirming that the tracked savings recorded in the DSMDS were appropriate and accurate using a similar approach than the one used in 2013. The on-site visi...

AI summary The document outlines the adjustment methodology used to verify the accuracy of energy savings recorded in the DSMDS through on-site visits. Key factors considered include baseline assumptions, equipment specifications, installation rates, hours of operation, diversity factors, and M&V procedures for NCEM projects.

4.1.3 Adjusted Gross Savings p. pp. 49-50
4.1.3 Adjusted Gross Savings The 2014 gross energy savings presented in the ENSC tracking sheet for each project visited were individually revised according to the adjustments identified by the Evaluator. Adjustment calculations were perfo...

AI summary The 2014 gross energy savings for the Custom NC program were adjusted based on on-site evaluations. Adjustments were made to nine of thirteen projects, including a significant adjustment for a LEED® NC certified building and another for incorrect lighting installation. Peak demand savings were difficult to evaluate due to limited information in simulation reports.

Calculation of Adjusted Gross Savings p. pp. 50-51
Calculation of Adjusted Gross Savings To calculate the adjustment ratio, the Evaluator used eight of the nine projects reviewed. The LEED project savings that had not been adjusted to take into account the LEED energy performance requireme...

AI summary The document discusses the calculation of an adjustment ratio for gross energy and peak demand savings, excluding a LEED project due to its unique certification requirements. The adjustment ratios calculated were 0.982 for energy savings and 0.976 for peak demand savings, based on eight projects. The savings at the meter and generator levels are also detailed, with specific values provided for Custom NC.

Sampling Methodology p. p. 58
Sampling Methodology The Evaluator received the first Custom NC tracking sheet in October 2014. At that point in time the tracking sheet contained only six projects, and therefore comprised the entire available sample. In November a second...

AI summary The Evaluator received tracking sheets for Custom NC projects in October and November 2014. Initially containing six projects, the sample was expanded to nine projects by November. Since the mandated sample size of ten was not met, all nine projects were used as the sample population without applying decision criteria.

Table 5: Final Sample for Custom NC 5 p. p. 58
Table 5: Final Sample for Custom NC 5 Description Number of Projects Expected Gross Energy Savings at the Meter (GWh/yr) Expected Gross Demand Savings at the Meter (MW) Sample 9 3.977 1.343 Final Tracked Projects 13 6.696 2.462 On-site Vis...

AI summary Table 5 provides a comparison between a sample and final tracked projects under the Custom NC5 initiative, showing energy and demand savings. The On-site Visit Protocol section outlines procedures for site visits.

Section 2359 p. pp. 58-59
The Evaluator reviewed the protocol used in 2013 and deemed it appropriate for the 2014 impact evaluation, with the exception of minor adjustments. These adjustments included a space allocated for a list of the project's key variables, and...

AI summary The Evaluator reviewed and adjusted the 2013 protocol for the 2014 impact evaluation, incorporating a space for key variables and a free-ridership questionnaire checkbox. The protocol included tools like the on-site form, DSMDS files, and the free-ridership questionnaire to collect project details, building systems data, and utility bill information for evaluation.

On-Site Visit Protocol p. pp. 60-63
On-Site Visit Protocol 1. General Information Site Visit Date: Project ID: Project Type: Project Status: Project Name: Address: Contact Name: Contact Title: Contact Phone: Email: List of people met during the visit: Type of building: Comme...

AI summary This document outlines the On-Site Visit Protocol, providing a structured format for gathering information during facility visits. It includes sections for general information, key project variables, and facility operation schedules, allowing for detailed data collection on building types, occupancy patterns, and operational schedules.

EXECUTIVE SUMMARY p. p. 73
EXECUTIVE SUMMARY This report presents the results of the 2014 evaluation of Business Energy Solutions (BES), which is the sole component of the Direct Installation program. The 2014 evaluation was based on 55 on-site visits, including fiv...

AI summary The 2014 evaluation of Business Energy Solutions (BES), the sole component of the Direct Installation program, involved 55 on-site visits, surveys of participants, and a unitary savings review to assess program effectiveness.

2.2.1 On-site Visits p. p. 82
2.2.1 On-site Visits In October and November 2014, Equilibrium Engineering conducted 50 on-site visits after project implementation. These visits were meant to verify the implementation status of the measures against the data found in the...

AI summary Equilibrium Engineering conducted 50 on-site visits in 2014 to verify the implementation of energy efficiency measures and calculate installation rates. Five additional visits were conducted with Delivery Agents to validate the turnkey implementation process, using a different protocol.

3.1 Participation in BES p. pp. 84-85
3.1 Participation in BES As Figure 2 illustrates, the participation in BES has declined since 2012, but has remained rather stable compared to 2013, all BES initiatives considered. This decrease after 2012 can be partially explained by the...

AI summary Participation in the Building Efficiency Program (BES) has declined since 2012, with a significant drop after the removal of the Commercial Direct Install (CDI) component. The number of participants remained relatively stable from 2012 to 2014, with varying numbers implementing lighting and non-lighting measures, MURB Common Area measures, and participating in the LED Blitz pilot.

Lighting Measures Tracking Report p. pp. 85-87
Lighting Measures Tracking Report The lighting measures tracking report presents information regarding the participants and their calculated gross energy savings. It includes each participant's detailed contact information and the details...

AI summary The Lighting Measures Tracking Report details participant information, project tracking, and energy savings data. It includes contact details, measure identification numbers, and key parameters for validating energy savings. The report also highlights improvements in data collection, such as increased documentation of heating energy sources.

3.3 On-site Visit during the Installation Process p. pp. 88-90
3.3 On-site Visit during the Installation Process Similar to 2013, five visits were conducted with DAs as part of the evaluation process. Two visits with two different DAs were conducted during the initial on-site assessment of a facility....

AI summary The document details on-site visits conducted by DAs during the installation process of energy efficiency measures. Initial assessments evaluated energy savings opportunities and lighting measures, while installation visits identified products used and encountered issues. Recommendations include adding a lighting analysis and providing clearer information on replacement lamps.

Table 7: Specific Barriers to Participation p. pp. 92-93
Table 7: Specific Barriers to Participation 2012 2013 2014 Specific Barrier Most Important Barrier (#) Second Most Important Barrier (#) Most Important Barrier (#) Second Most Important Barrier (#) Most Important Barrier (#) Second Most Im...

AI summary Table 7 outlines specific barriers to participation in the Building Efficiency Program (BES) from 2012 to 2014. Key barriers include problems with contractors, lack of financing, and delays in project approval, among others, with varying frequencies across years.

Unitary Savings for LED Lamp Replacements p. pp. 97-98
Unitary Savings for LED Lamp Replacements As for the relamping measures, the savings in the 2014 tracking system are solely based on the wattage differences between the existing and the new lamp types, which is similar to the procedure use...

AI summary The document discusses the calculation of unitary savings for LED lamp replacements, emphasizing the importance of considering the ballast factor and ballast efficacy factor (BEF) in determining system wattage. It notes that existing databases are not sufficient for LED systems and proposes an equation to estimate system wattage when LED tubes are used.

Custom Measures p. p. 100
Custom Measures Implementing one of last year's recommendations made by the Evaluator, ENSC stopped approving projects involving custom measures. These measures are now claimed in a regular category which allows disclosing more information...

AI summary ENSC has stopped approving projects involving custom measures following a recommendation from the Evaluator. Previously approved custom measure projects from 2013 were implemented in 2014 and documented in the tracking system. Savings from this category are claimed without adjustment due to the small number of measures this year.

Hours of Operation p. p. 100
Hours of Operation No light metering study was conducted for the 2014 impact evaluation. Therefore, the self-declaration ratio of 0.98, established by the Evaluator in 2012 by conducting a metering study, is used to adjust the hours of ope...

AI summary No light metering study was conducted for the 2014 impact evaluation, so the 2012 self-declaration ratio of 0.98 is used to adjust hours of operation. This ratio remains valid as the methodology for reporting hours has not changed, except for exit signs, which are lit 24/7.

Diversity Factor p. pp. 113-114
Diversity Factor Based on information provided by ENSC, the peak period for electricity demand in Nova Scotia occurs weekdays from 7 a.m. to 12 p.m. and 4 p.m. to 11 p.m. in December, January and February. Similar to evaluations completed...

AI summary The document discusses the determination of diversity factors for energy efficiency measures in Nova Scotia, including lighting and heat pump installations. It outlines how peak demand periods are identified and how diversity factors are calculated based on operational schedules and building types.

Peak Demand-to-Energy Ratio p. p. 114
Peak Demand-to-Energy Ratio Peak demand savings are calculated using an on-peak demand-to-energy ratio of 0.177 MW/GWh. This ratio was established based on a weighted-average ratio of modelled system-coincident peak demand savings and ener...

AI summary Peak demand savings are calculated using a ratio of 0.177 MW/GWh, established by Navigant in the 2013-2015 DSM Plan. This ratio is based on a weighted average of modelled system-coincident peak demand and energy savings for measures supported by the Building Efficiency Program in 2014.

Table 16: Evaluation of Gross Energy and Peak Demand Savings Associated with BES Lighting Measures p. pp. 116-117
Table 16: Evaluation of Gross Energy and Peak Demand Savings Associated with BES Lighting Measures LEC )s Fluoresc ent T8 F N4 - 4 - 1 Category of Product Reballast (linear) Other Reballast Other CFLs Custom Т5 Exit Signs Metal Halide Othe...

AI summary Table 16 evaluates the gross energy and peak demand savings associated with BES lighting measures, including various product categories and their corresponding savings metrics. The table includes initial and calculated tracked savings, demand savings, and adjustments based on factors like ballast, installation rates, and line loss.

Table 18: Evaluation of Gross Energy and Peak Demand Savings Associated with RP&C Common Areas (CFLs) p. pp. 120-121
Table 18: Evaluation of Gross Energy and Peak Demand Savings Associated with RP&C Common Areas (CFLs) Category of Product 13-Watt CFL 14-Watt CFL 23-Watt CFL 14-Watt Dim. CFL 16-Watt Dim. CFL 3-Watt LED Chandelier 10-Watt LED A lamp 9-Watt...

AI summary Table 18 evaluates the gross energy and peak demand savings associated with the installation of various lighting products in RP&C common areas, including CFLs and LEDs. The table provides data on the number of units installed, energy savings, peak demand savings, and factors such as line loss and diversity.

5.3.4 Revised Gross Savings for LED Blitz p. pp. 122-123
5.3.4 Revised Gross Savings for LED Blitz The annual gross savings calculated for each category of product installed through LED Blitz are presented in [Table 20](#page-123-0) for lighting measures and in [Table 21](#page-124-0) for non-li...

AI summary The document discusses revised gross savings for the LED Blitz program, presenting energy and peak demand savings at both the meter and generator levels. Calculations were based on unitary savings values and a line loss factor provided by Nova Scotia Power.

Table 20: Evaluation of Gross Energy and Peak Demand Savings Associated with LED Blitz Lighting Measures p. pp. 123-124
Table 20: Evaluation of Gross Energy and Peak Demand Savings Associated with LED Blitz Lighting Measures Category of Product LED A Lamp 8W LED A Lamp 12W LED MR16 7W LED GU10 5W LED BR30 11W LED BR30 13W LED BR40 11W LED BR40 18W LED PAR20...

AI summary Table 20 evaluates the gross energy and peak demand savings from LED Blitz Lighting Measures across various product categories. It details the number of units installed, energy savings in GWh, line loss factors, and peak demand savings in MW for different LED lighting products.

Table 21: Evaluation of Gross Energy and Peak Demand Savings Associated with LED Blitz Non-lighting Measures p. p. 124
Table 21: Evaluation of Gross Energy and Peak Demand Savings Associated with LED Blitz Non-lighting Measures Category of Product Vending Machine Misers Faucet Aerators Pre-Spray Valves Total for All LED Blitz Measures Number of Units 60 1...

AI summary Table 21 evaluates the energy and peak demand savings from non-lighting measures under the LED Blitz program. It details the number of units installed, energy savings, and peak demand savings across categories like vending machine misers, faucet aerators, and pre-spray valves. The total gross energy savings at the generator level is 0.653 GWh, with peak demand savings of 0.135 MW.

5.4.1 Interactive Effects for BES Lighting Measures p. pp. 124-125
5.4.1 Interactive Effects for BES Lighting Measures Installing new efficient lighting products to replace old lighting fixtures inside a conditioned space brings out an increase in the heating load during winter, as less waste heat from li...

AI summary Replacing old lighting fixtures with efficient ones increases winter heating loads but decreases summer cooling loads. The weighted interactive effect coefficient of -5.4% was calculated based on an ADS study from 1992 and data from 44 on-site visits for the 2014 BES lighting evaluation.

Section 2528 p. p. 133
The following table compares the energy and peak demand savings established by this evaluation and those calculated in the 2014 tracking system.

AI summary The text presents a table comparing energy and peak demand savings from this evaluation with those from the 2014 tracking system, indicating a focus on energy efficiency and demand-side management metrics.

The figure below illustrates the methodology used to calculate the internal spillover level. p. pp. 184-185
The figure below illustrates the methodology used to calculate the internal spillover level. SO1. Since the time that you participated in BES, has your company purchased and installed any additional energy-efficient products on its own for...

AI summary The text outlines a methodology for calculating internal spillover levels by assessing whether companies installed additional energy-efficient products after participating in the BES program and whether their experience influenced these decisions.

Table 36: Number of On-Site Visits Performed for Lighting and Non-Lighting Measures p. p. 189
Table 36: Number of On-Site Visits Performed for Lighting and Non-Lighting Measures Measure Type Tracked Gross Savings (MWh) % of Total Tracked Savings Square Root of Tracked Savings % of Total of Square Root of Tracked Savings Actual Samp...

AI summary Table 36 presents the number of on-site visits performed for lighting and non-lighting measures, highlighting that lighting measures account for the majority of tracked energy savings and sample size compared to non-lighting measures.

3.1.5 At-meter Peak Demand Savings p. p. 31
3.1.5 At-meter Peak Demand Savings Finally, the Evaluator estimated peak demand savings at the meter by using the data collected on demand savings, the market size of electric motors in Nova Scotia, the noncompliance rate and a diversity f...

AI summary The Evaluator estimated peak demand savings at the meter using data on demand savings, market size of electric motors, noncompliance rate, and a diversity factor of 85 percent. The average of 30 HP and 75 HP electric motors was used for calculations, leading to an estimated total peak demand savings of 0.145 MW.

3.3.5 At-meter Peak Demand Savings p. p. 38
3.3.5 At-meter Peak Demand Savings The Evaluator estimates that the introduced regulation on three-phase dry-type transformers generated 0.072 MW in peak demand savings in Nova Scotia in 2014.

AI summary The Evaluator estimates that the introduced regulation on three-phase dry-type transformers generated 0.072 MW in peak demand savings in Nova Scotia in 2014.

Section 2750 p. pp. 44-45
The Econoler team estimates that 0.160 MW was saved at the meter in Nova Scotia in 2014 as a result of introducing the regulation on large air conditioners and heat pumps. A diversity factor of 0 percent was applied to air conditioners sin...

AI summary The Econoler team estimates that 0.160 MW was saved in Nova Scotia in 2014 due to regulations on large air conditioners and heat pumps. Diversity factors of 0% and 98% were applied to air conditioners and heat pumps, respectively, based on evaluations and on-site visits.

3.9.6 At-meter Peak Demand Savings p. p. 58
3.9.6 At-meter Peak Demand Savings Peak demand savings are calculated using a demand-to-energy ratio of 0.158 MW/GWh. This ratio was established based on a weighted-average ratio of modelled system-coincident peak demand savings and energy...

AI summary Peak demand savings are calculated using a demand-to-energy ratio of 0.158 MW/GWh, established based on a weighted-average ratio from modelled system-coincident peak demand savings and energy savings for a projected deployment of measures supported by Instant Savings in 2014, as developed by Navigant in the 2013-2015 DSM Plan.

Table 49: Peak Demand Savings Associated with the Introduction of Incandescent Bulbs Standards in the Nova Scotia Market p. p. 58
Table 49: Peak Demand Savings Associated with the Introduction of Incandescent Bulbs Standards in the Nova Scotia Market Product Class Demand-to Diversity Total Peak Demand Savings Energy Ratio Factor at Meter for 2014 (MW) (%) (MW) Incand...

AI summary Table 49 presents peak demand savings from incandescent bulb standards in Nova Scotia. The data shows a total peak demand savings of 2.611 MW for incandescent bulbs (75 - 100W). Section 3.10 discusses LED street lighting, indicating a shift towards more energy-efficient lighting solutions.

Table 53: Demand Savings Associated with the Introduction of the LED Street Lightings in the Nova Scotia Market p. p. 61
Table 53: Demand Savings Associated with the Introduction of the LED Street Lightings in the Nova Scotia Market Product Class Number of Lighting units Replaced in 2014 Demand Savings (W/unit) Diversity Factor (%) Total Peak Demand Savings...

AI summary Table 53 presents demand savings from the introduction of LED street lighting in Nova Scotia in 2014, showing 12,052 units replaced, with a demand savings of 57 W/unit and total peak demand savings of 0.689 MW.

Section 2819 p. p. 65
Peak demand savings are calculated using an on-peak demand-to-energy ratio of 0.257 MW/GWh. This ratio was established based on a weighted-average ratio of modelled system-coincident peak demand savings and energy savings for a projected d...

AI summary Peak demand savings are calculated using a ratio of 0.257 MW/GWh, based on a weighted average from modelled system-coincident peak demand and energy savings projections in Nova Scotia. The Evaluator estimates that the introduced regulation generated 0.202 MW in energy savings in 2014.

E-3NTGR Example Calculations - Excel Spreadsheet 1 passage
Custom NTGR
Custom NTGR Custom Retrofit Unnamed: 1 Unnamed: 2 Unnamed: 3 Unnamed: 4 Unnamed: 5 Unnamed: 6 Unnamed: 7 Unnamed: 8 FR1a. I just want to make sure I understand - Before you decided to participate in RDI, you had already made the decision t...

AI summary The text outlines a survey related to the Custom Net Grant Recovery (NTGR) program, focusing on participant responses regarding their decision to participate in the Residential Direct Install (RDI) program, their willingness to pay for energy-efficient products, and the influence of the program on their decisions.

E-4REVISED Econoler Home Energy Report - March 18-2015 22 passages
HOME ENERGY REPORT 2014 DSM EVALUATION p. p. 0
HOME ENERGY REPORT 2014 DSM EVALUATION

AI summary The document is a Home Energy Report from 2014 evaluating Demand Side Management (DSM) programs. It is part of a regulatory proceeding in Nova Scotia, focusing on energy efficiency initiatives and their impact.

EFFICIENCY NOVA SCOTIA CORPORATION p. pp. 0-1
EFFICIENCY NOVA SCOTIA CORPORATION 2014 DSM Evaluation Report Final Report March 18, 2015

AI summary The document presents Efficiency Nova Scotia Corporation's 2014 Demand Side Management (DSM) Evaluation Report, finalized on March 18, 2015. It assesses the effectiveness of DSM programs in Nova Scotia, focusing on energy efficiency initiatives and their impact on electricity demand.

ABBREVIATIONS p. pp. 1-2
ABBREVIATIONS CATI Computer-assisted Telephone Interviewing CBSM Community-based Social Marketing CSA Canadian Standard Association CRA Corporate Research Associates DA Delivery Agent DSM Demand-side Management EER Energy Efficiency Ratio...

AI summary The document lists abbreviations relevant to energy efficiency, demand-side management, and regulatory proceedings in Nova Scotia. Key terms include DSM (Demand-side Management), ENSC (Efficiency Nova Scotia Corporation), and OPA (Ontario Power Authority), reflecting programmatic, methodological, and organizational elements central to the proceeding.

Recommendations p. p. 7
Recommendations Overall, the Econoler team finds that the paper-based component of HER has succeeded in achieving the expected results in terms of changing participants' electricity consumption behaviour. The impact of the web-based compon...

AI summary The Econoler team found the paper-based HER component effective in changing electricity consumption behavior, while the web-based component's impact remains unclear. Recommendations focus on optimizing HER, building on 2014 DSM program evaluations. Key emphasis is on improving the web-based component's effectiveness.

Preamble p. pp. 12-20
Econoler reviewed the methodology used by Opower to establish the energy savings of the paper-based participants by making an analysis of the billing data of the treatment group and the control group. First, Econoler reviewed the selection...

AI summary Econoler evaluated Opower's methodology for assessing energy savings from paper-based participants by analyzing billing data from treatment and control groups through regression analysis.

Selection of Participants p. pp. 22-23
Selection of Participants First, Econoler reviewed the process used to build the two groups. A smaller group was selected by Opower to represent a random sample of the Nova Scotian population, while the other bigger group Project No. 5870...

AI summary Econoler reviewed the process used by Opower to select participants for a residential energy efficiency program. A random sample of 20,000 households was selected, with 10,000 in a treatment group and 10,000 in a control group. Additionally, 110,000 high electricity users were selected, with 88,000 in a treatment group and 23,000 in a control group. Both groups were analyzed for similarity in attributes such as electricity usage, demographics, and home characteristics.

Table 9: Comparison of the Treatment Group and the Control Group p. pp. 23-24
Table 9: Comparison of the Treatment Group and the Control Group High-user Group Results Random Group Results Parameter Mean Mean Treatment Control T-statistic Treatment Control T-statistic Avg. Daily kWh 38.73 38.79 -0.55 28.30 28.15 0.62...

AI summary Table 9 compares the treatment group and control group in terms of average daily kWh usage, tenure, and dwelling type. The results show minimal differences between the groups, with most t-statistics indicating no significant variation. Chi-squared values for dwelling type and heat type are also low, suggesting no major differences in these categories.

Peak Demand Savings p. p. 27
Peak Demand Savings The information provided by Opower's billing analysis did not allow calculating the peak demand savings associated with the paper-based participants. However, the paper-based component report's observations regarding th...

AI summary The evaluation of peak demand savings from paper-based participants was not possible using Opower's billing analysis. However, secondary research identified a similar program in Ohio, which assumed a flat hourly profile for demand reductions. Using this method, net peak demand savings were calculated as 3.580 MW at the meter and 3.938 MW at the generator.

Table 12: Paper-based Component Evaluation Results – Total Net Peak Demand Savings p. p. 27
Table 12: Paper-based Component Evaluation Results – Total Net Peak Demand Savings Peak Demand Savings 2013 2014 Total Number of Participants 93,119 93,119 Total Net Peak Demand Savings – at meter (MW) 0.951 2.629 3.580 Line Loss Factor 1....

AI summary Table 12 presents the results of a paper-based component evaluation focusing on total net peak demand savings from 2013 to 2014. It includes data on the number of participants, peak demand savings at the meter and generator levels, and the line loss factor. The total net peak demand savings increased from 0.951 MW in 2013 to 2.629 MW in 2014.

Table 16: Revised Unitary Savings Value for Low-flow Showerheads 16 p. p. 34
Table 16: Revised Unitary Savings Value for Low-flow Showerheads 16 Parameter Unitary Savings (kWh/year) Source Number of People Whose Behavioural Change is Accounted for 1 Flow Rate of the Showerhead (F) 2.4 gpm 2014 RDI Database Average...

AI summary Table 16 provides the revised unitary savings value for low-flow showerheads, calculated based on parameters such as flow rate, shower time, and water heater efficiency. The unitary savings value is determined to be 433X kWh/year, derived from behavioral change data and technical specifications.

Tip Application Total Loads per Week Cold water Loads per Week Proportion of Loads Done in Warm Water p. p. 36
Tip Application Total Loads per Week Cold water Loads per Week Proportion of Loads Done in Warm Water Before 4.4 3.3 1.1 After 4.4 3.7 0.7 Table 18: Average Number of Laundry Loads per Week

AI summary Table 18 shows the average number of laundry loads per week before and after a tip application, with a decrease in the proportion of loads done in warm water from 1.1 to 0.7.

Behaviour Changes (Series B) p. pp. 49-51
Behaviour Changes (Series B) [ASK ALL PARTICIPANTS] - B1. In the last 12 months, did you or someone else in your household purchase one or more energy-efficient appliances for your home? - 1. Yes - 2. No [GO TO B5] - 8. (Don't Know) [GO TO...

AI summary This survey questionnaire, part of a Nova Scotia regulatory proceeding, assesses household adoption of energy-efficient appliances and behaviors over the past year. It includes questions about appliance purchases, energy-saving actions, and specific behavioral changes like insulation, cold water washing, and reducing electricity use through monitoring.

Home Energy Report (Series H) p. p. 51
Home Energy Report (Series H)

AI summary The Home Energy Report (Series H) is part of a Nova Scotia regulatory proceeding, focusing on energy efficiency initiatives and program evaluations. It likely involves analysis of residential energy use and demand-side management strategies.

Questions on Tips: Buy Energy-efficient Appliances p. pp. 52-53
Questions on Tips: Buy Energy-efficient Appliances [ASK BF1 TO BF4 SERIES IF PURCHASED ENERGY-EFFICIENT DISHWASHER (B2c=YES) OR ENERGY-EFFICIENT ROOM AIR CONDITIONER (B2e=YES); ASK TWICE IF PURCHASED BOTH; OTHERWISE SKIP TO BW1.] We now ha...

AI summary The document contains survey questions aimed at understanding consumer perceptions and decision-making regarding the purchase of energy-efficient appliances, such as dishwashers and room air conditioners, over the past 12 months. It also references a 2014 DSM Evaluation Report.

Section 118 p. pp. 54-55
- 1. Definitely - 2. Probably - 3. Probably not - 4. Definitely not - 8. (Don't know) - 9. (Refused) 2014 DSM Evaluation Report

AI summary The text presents a scale for responses (Definitely, Probably, Probably not, Definitely not, Don't know, Refused) and references a 2014 DSM Evaluation Report, likely related to a regulatory proceeding involving demand-side management.

p. pp. 58-59
BV7. [ASK IF ANSWER TO BL6 OR BV5 ˃ 0] Thinking of the [ANSWER TO BL7 OR BV6] loads of clothes washing your household does in a typical week, approximately how many are washed in cold water, now that you have signed up online for your Home...

AI summary The text contains survey questions related to customer behavior and the impact of the Home Energy Report on energy-saving practices, such as washing clothes in cold water and turning off computers at night. It includes response options and instructions for recording answers.

Demographic Characteristics (Series D) p. p. 63
Demographic Characteristics (Series D)

AI summary The document outlines demographic characteristics from Series D, including acronyms related to energy efficiency programs, research methodologies, and regulatory entities. Key terms involve demand-side management, energy efficiency metrics, and organizations involved in energy conservation initiatives.

[ASK ALL RESPONDENTS] p. pp. 63-64
[ASK ALL RESPONDENTS] These final questions are asked for statistical purposes only. The information collected is strictly confidential. - D1. What type of residence do you live in? [READ RESPONSES 1-7, THEN 96; SELECT ONE RESPONSE] - 1. A...

AI summary The text contains a survey question about residence type and ownership, along with a reference to the 2014 DSM Evaluation Report. The survey is for statistical purposes only and collects confidential information.

- B5. I am going to read you a list of energy-efficient behaviours that your household may have adopted. For each one, can you please tell me if your household has adopted it in the last 12 months? p. p. 67
- B5. I am going to read you a list of energy-efficient behaviours that your household may have adopted. For each one, can you please tell me if your household has adopted it in the last 12 months? Taken Steps to Reduce Home Energy Use 201...

AI summary The text presents survey data from 2014 on energy-efficient behaviors adopted by households. It shows that 80% of respondents reported taking at least one energy-efficient action in the past year, with common behaviors including turning off lights and washing clothes in cold water.

Section 157 p. pp. 74-75
- BL7a. Thinking of those [ANSWER TO BL6] loads, approximately how many were hung to dry in a typical week in the spring and summer period prior to you signing up online for your Home Energy Report? - BL7b. Thinking of those [A NSWER TO BL...

AI summary The text contains questions related to the number of loads hung to dry during different seasons before and after signing up for a Home Energy Report. It focuses on residential energy usage patterns and behavior.

- BC4. Now that you have signed up online for your Home Energy Report, how many times a week do you turn off your computer at night? p. p. 79
- BC4. Now that you have signed up online for your Home Energy Report, how many times a week do you turn off your computer at night? 2014 (%) Times per Week Computer was Turned Off at Night Times per week turned off computer before HER Tim...

AI summary The question asks respondents how often they turn off their computer at night after signing up for the Home Energy Report (HER). A table shows a shift in behavior, with more respondents turning off their computers 7+ times per week after receiving the HER, and an increase in the average number of times per week.

BC5. What types of computers do you turn off at night? p. pp. 80-81
BC5. What types of computers do you turn off at night? Types of Computers Turned off at Night 2014 (%) Sample Size 121 Laptop computer 67% Desktop computer 66% Tablet/iPad 8% Others 4% Base: Respondents who turned off computer at night Mul...

AI summary The text presents survey data from 2014 regarding computer usage habits at night, including the types of computers turned off, the activation of power-saving modes, and the time it takes for computers to enter power-saving mode.

E-5REDLINE Version of Revised Econoler Home Energy Report - March 18-2015 23 passages
HOME ENERGY REPORT 2014 DSM EVALUATION p. p. 0
HOME ENERGY REPORT 2014 DSM EVALUATION

AI summary Evaluation of Demand Side Management (DSM) programs in Nova Scotia's Home Energy Report for 2014, part of a regulatory proceeding assessing energy efficiency initiatives and their impact on electricity demand.

EFFICIENCY NOVA SCOTIA CORPORATION p. pp. 0-1
EFFICIENCY NOVA SCOTIA CORPORATION Final Report February 26March 18, 2015 2014 DSM Evaluation Report

AI summary Efficiency Nova Scotia Corporation submitted a final report dated February 26–March 18, 2015, including a 2014 Demand Side Management (DSM) Evaluation Report as part of a regulatory proceeding.

ABBREVIATIONS p. pp. 1-2
ABBREVIATIONS CATI Computer-assisted Telephone Interviewing Formatted: Eco text CBSM Community-based Social Marketing Formatted: Eco text Formatted: Font: Not Bold CSA Canadian Standard Association Formatted: Eco text Formatted: Font: Not...

AI summary This section lists abbreviations and acronyms relevant to energy efficiency, regulation, and research methodologies. Key terms include DSM (Demand-side Management) and others like CATI, CBSM, and ENSC, which are defined for clarity in regulatory proceedings.

Recommendations p. pp. 7-9
Recommendations Overall, the Econoler team finds that the paper-based component of HER has succeeded in achieving the expected results in terms of changing participants' electricity consumption behaviour. The impact of the web-based compon...

AI summary The Econoler team found the paper-based component of HER successful in changing electricity consumption behavior, but the web-based component's impact was unclear. Key recommendations include detailing HER's characteristics in documentation, reviewing Opower's databases, and conducting a billing analysis comparing treatment and control groups. These steps aim to improve evaluation accuracy and program effectiveness.

Selection of Participants p. pp. 22-23
Selection of Participants First, Econoler reviewed the process used to build the two groups. A smaller group was selected by Opower to represent a random sample of the Nova Scotian population, while the other bigger group 4 SEE Action, Eva...

AI summary The document describes the selection process for participants in a residential energy efficiency program. Opower used a randomized controlled trial (RCT) to select 20,000 households randomly and 110,000 high electricity users, ensuring both groups were comparable in terms of usage, demographics, and other attributes to measure the program's effectiveness.

Preamble p. pp. 24-60
As shown in [Table](#page-23-0) 89, the t-statistic was never above 2 or below -2, which means that the treatment group and the control group were not significantly different from each other, although small differences (statistically insig...

AI summary The analysis found no significant differences between the treatment and control groups, as the t-statistic remained within -2 and 2. Adjustments were made to the data, including removing estimated readings, prorating readings, and eliminating outliers. However, due to confidentiality issues, the Evaluator could not access the full databases. The Evaluator believes participants were properly selected but recommends further analysis in 2015 once data was fully available.

Billing Analysis p. pp. 24-25
Billing Analysis Opower estimated the savings using a panel data regression model, which involved following and comparing the same individuals over time, as well as comparing different individuals at a given point in time through regressio...

AI summary Opower used a panel data regression model and a 'post-only' panel data estimator to estimate savings from energy efficiency programs, improving accuracy by comparing participants over time and using pre-treatment data. Econoler validated these results using regression modeling on Opower's database, analyzing consumption patterns across seasons and treatment variables.

Where for each customer "i" and calendar month "t": p. p. 25
Where for each customer "i" and calendar month "t": ADCit = Average daily kWh consumption for customer "i" in period "t" Cit = Constant representing the baseload electricity consumption for customer "i" in period "t", occurring without the...

AI summary The document compares savings values from Opower's regression model with Econoler's simple regression model for six months. Econoler found no statistically significant difference between the two models and concluded that Opower's approach is acceptable for calculating total annual net savings.

Peak Demand Savings p. p. 27
Peak Demand Savings The information provided by Opower's billing analysis did not allow calculating the peak demand savings associated with the paper-based participants. However, the paper-based component report's observations regarding th...

AI summary The evaluation of peak demand savings from paper-based participants was not possible due to insufficient data from Opower's billing analysis. However, based on a similar program in Ohio, peak demand savings were estimated by dividing annual energy savings by 8,760, resulting in 3.580 MW at the meter and 3.938 MW at the generator.

Table 12: Paper-based Component Evaluation Results – Total Net Peak Demand Savings p. p. 27
Table 12: Paper-based Component Evaluation Results – Total Net Peak Demand Savings Peak Demand Savings 2013 2014 Total Number of Participants 93,119 93,119 Total Net Peak Demand Savings – at meter (MW) 0.951 2.629 3.580 Line Loss Factor 1....

AI summary Table 12 presents the results of a paper-based component evaluation focusing on total net peak demand savings from 2013 to 2014. It includes metrics such as the number of participants, peak demand savings at the meter and generator, and the line loss factor. The data indicates an increase in demand savings over the two-year period.

6.1.7 Hang Laundry to Dry p. pp. 39-40
6.1.7 Hang Laundry to Dry To calculate the unitary savings value associated with this behaviour, the energy consumption of the clothes dryer was estimated for each laundry load. Using the results of the 2014 annual survey for RDI, the aver...

AI summary The document calculates energy savings from hanging laundry to dry instead of using electric dryers, using 2014 RDI survey data and Natural Resources Canada's 2009 appliance energy consumption report. The unitary savings value was calculated as 46.5 kWh/year per household, with 46.2% implementation rate among 157 participants. The analysis assumes all savings are in electricity due to negligible gas dryer usage in Nova Scotia.

6.3.2 NTGR Calculation p. p. 42
6.3.2 NTGR Calculation The NTGR value of each product category has been established by applying its free-ridership level established and the following equation: NTGR = (1 – % free-ridership) 2014 DSM Evaluation Report The table below summa...

AI summary The NTGR value for each product category is calculated using the formula NTGR = (1 – % free-ridership), based on the 2014 DSM Evaluation Report. This calculation helps assess the impact of free-ridership on program effectiveness.

Section 98 p. p. 42
The net energy savings were estimated by applying the NTGR to the gross energy savings value in the following equation. Net Energy Savings = Gross Energy Savings × NTGR Since each product category's NTGR was different, the net energy savin...

AI summary The document discusses the calculation of net energy savings using the Net-to-Gross Ratio (NTGR) applied to gross energy savings for different product categories. The total net energy savings were estimated at 0.194 GWh at the meter and 0.213 GWh at the generator. The 2014 DSM Evaluation Report is referenced.

2014 DSM Evaluation Report p. pp. 48-65
2014 DSM Evaluation Report Sections Recommendations Program Documentation 4 The program manual mentions that Opower follows a set of criteria when creating both the treatment and the control groups. The Evaluator recommends that ENSC consi...

AI summary The 2014 DSM Evaluation Report provides recommendations for improving the documentation and structure of the program manual and tip library. It suggests including home age to better define building codes and adding an index to the tip library for easier navigation and categorization of tips.

Tips (Series B) p. p. 52
Tips (Series B)

AI summary The document is a regulatory proceeding titled 'Tips (Series B)' related to energy efficiency programs in Nova Scotia. It includes context on acronyms and terms relevant to demand-side management, energy efficiency, and regulatory processes.

We now have a few questions about your decision to hang laundry to dry in the last 12 months. p. pp. 54-55
We now have a few questions about your decision to hang laundry to dry in the last 12 months. BL1. How influential was your Home Energy Report on your decision to hang your laundry to dry? Please give your answer on a scale of 0 to 10, whe...

AI summary The text presents survey questions regarding the influence of the Home Energy Report on customers' decisions to hang laundry to dry over the past 12 months, assessing the report's impact on behavior.

Questions on Tip: Wash Clothes in Cold Water [ASK IF B5c=YES] p. pp. 57-58
Questions on Tip: Wash Clothes in Cold Water [ASK IF B5c=YES] BV1. In the last 12 months, did you participate in Efficiency Nova Scotia's Residential Direct Install program? As part of this program, someone would have come to your house an...

AI summary The document includes survey questions assessing participation in Efficiency Nova Scotia's Residential Direct Install (RDI) program and the influence of Home Energy Reports (HER) on cold water laundry habits. It probes respondents' prior behavior, program engagement, and the role of energy efficiency initiatives in altering household practices.

We now have a few questions about your decision to reduce your shower time in the last 12 months. p. p. 59
We now have a few questions about your decision to reduce your shower time in the last 12 months. BS1. How influential was your Home Energy Report on your decision to reduce your shower time? Please give your answer on a scale of 0 to 10,...

AI summary The text presents survey questions about the influence of the Home Energy Report (HER) on individuals' decisions to reduce shower time over the past 12 months. It includes a scale to measure the report's influence and asks respondents to consider their behavior without the report.

- B5. I am going to read you a list of energy-efficient behaviours that your household may have adopted. For each one, can you please tell me if your household has adopted it in the last 12 months? p. p. 67
- B5. I am going to read you a list of energy-efficient behaviours that your household may have adopted. For each one, can you please tell me if your household has adopted it in the last 12 months? Taken Steps to Reduce Home Energy Use 201...

AI summary The text presents a survey from 2014 asking respondents about energy-efficient behaviors adopted in the past 12 months. It includes statistics showing that 80% of respondents reported taking at least one energy-efficient action, while 8% did not, and 12% were already undertaking energy-reducing activities.

Section 153 p. pp. 74-75
- BL7a. Thinking of those [ANSWER TO BL6] loads, approximately how many were hung to dry in a typical week in the spring and summer period prior to you signing up online for your Home Energy Report? - BL7b. Thinking of those [A NSWER TO BL...

AI summary The text contains a series of questions asking about the number of laundry loads hung to dry during different seasons before and after signing up for a Home Energy Report. The questions focus on behavioral patterns related to energy use in residential settings.

BC5. What types of computers do you turn off at night? p. pp. 80-81
BC5. What types of computers do you turn off at night? Types of Computers Turned off at Night 2014 (%) Sample Size 121 Laptop computer 67% Desktop computer 66% Tablet/iPad 8% Others 4% Base: Respondents who turned off computer at night Mul...

AI summary The text presents survey data from 2014 regarding computer usage habits, specifically focusing on the types of computers turned off at night, the use of power-saving modes, and the time it takes for computers to enter power-saving mode. The data shows that most respondents turned off laptops and desktops, with a significant portion using power-saving mode.

- BS4. Now that you have signed up online for your Home Energy Report, what is your current typical shower time in minutes, approximately? p. pp. 81-82
- BS4. Now that you have signed up online for your Home Energy Report, what is your current typical shower time in minutes, approximately? 2014 (%) Typical Shower Time Shower Time before HER Shower Time after HER Sample Size 100 100 Less t...

AI summary The Home Energy Report (HER) has influenced shower time habits, with a shift from an average of 10.0 minutes to 6.6 minutes. More respondents reported shorter showers after receiving the HER, indicating a positive impact on energy conservation behaviors.

Section 179 p. p. 88
2014 DSM Evaluation Report

AI summary The 2014 DSM Evaluation Report provides an assessment of the demand-side management program in Nova Scotia, focusing on its effectiveness, implementation, and outcomes.

E-6Verification Review of Program Year 2014 Evaluation Results 26 passages
Preamble p. pp. 6-44
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 electricity energy savings and demand reduction estimated by Econo...

AI summary This report by H. Gil Peach & Associates, LLC, commissioned by the Nova Scotia Utility and Review Board, verifies the electricity energy savings and demand reduction estimates from Efficiency Nova Scotia's 2014 programs. It reviews evaluation methods, data tracking systems, and conducts site visits to ensure accuracy and recommends adjustments if necessary.

II. Demand-Side Management p. pp. 6-8
II. Demand-Side Management It can be useful to understand DSM measurement and evaluation in context by reviewing how DSM works. Probably the most important thing is to see DSM measurement and evaluation as a single activity, but as a cycle...

AI summary The document describes Demand-Side Management (DSM) as a cyclical process involving planning, implementation, evaluation, and continuous improvement. It emphasizes bidirectional knowledge exchange between evaluators and program managers, with feedback loops enhancing program effectiveness and evaluation quality over time.

A. First Year Results by Component or Initiative p. p. 9
A. First Year Results by Component or Initiative First year energy savings are reported in Table 1. First year demand reductions are shown in Table 2. [6](#page-9-3) - First Year Energy Savings . As can be seen in Table 1, component perfor...

AI summary The first year results of energy savings and demand reductions are presented, showing that seven program components exceeded their targets while seven underperformed. Three components had no targets. The data is sourced from the Econoler Evaluation of 2014 DSM Programs Executive Summary.

Table 1: First Year Net Energy Savings at the Generator. p. pp. 9-10
Table 1: First Year Net Energy Savings at the Generator. FIRST YEAR EVALUATED PLANNING TARGETS TRACKING SYSTEM DSM COMPONENT Net Savings (GWh) Target GWh Net Energy Savings Net as % of Target Tracked GWh Net Energy Savings Net as % of Trac...

AI summary Table 1 presents the first year net energy savings at the generator for various DSM components, including residential and BNI programs, and compares them against planning targets and tracking system data. The table highlights achievements and variances for different energy efficiency initiatives.

Table 2: First Year Net Demand Reduction at Generator. p. pp. 10-11
Table 2: First Year Net Demand Reduction at Generator. FIRST YEAR EVALUATED PLANNING TARGETS TRACKING SYSTEM DSM COMPONENT Net Savings (MW) Target MW Net Reduction Net as % of Target Tracked MW Net Reduction Net as % of Tracked Residential...

AI summary Table 2 presents the first year net demand reduction at the generator for various demand-side management (DSM) components, including residential and business programs, as well as codes and standards. The table shows the net savings, targets, and tracking system performance for each component, with some components not tracked or having no targets set.

B. A Better Analysis p. pp. 13-20
B. A Better Analysis Currently, evaluations are required to produce the level of informational results shown above in Tables 1 & 2 and in Figures 2&3. Impact evaluations are to produce first year energy savings and first year demand reduct...

AI summary The document argues for a more comprehensive evaluation of DSM programs beyond first-year savings, considering long-term benefits. It references Figure 4 from a 2012 guide by the State and Local Energy Efficiency Action Network, highlighting the balance between evaluation cost and benefit.

Energy Savings Values p. p. 20
Energy Savings Values Component First Year GWh SWML2015 (Years) Full GWh Home Energy Report 25.437 1.90 48 Business Energy Rebates 26.61 11.74 312 Codes & Standards 31.433 25.00 786 Residential Direct Install 24.607 22.50 554 The values fo...

AI summary The table presents energy savings values for various programs, including Home Energy Reports and Business Energy Rebates. The values are estimates based on 2014 evaluation data and are used to illustrate the relative value of these programs. The data is noted as approximations and references a study on long-run savings and cost-effectiveness of Home Energy Report programs.

A. Evaluation Standards p. p. 22
A. Evaluation Standards The primary standard in Demand Side Management evaluation is that evaluation must be conducted by an independent evaluator to guarantee the integrity of reported savings and to prevent conflict of interest. There ha...

AI summary The document outlines the importance of independent evaluators in Demand-Side Management (DSM) to ensure savings integrity and avoid conflicts of interest. Historically, utilities conducted evaluations, but separation became critical after issues with performance contractors led to inflated savings claims. By 1992, regulators mandated independent evaluations for DSM programs.

B. Transparency p. pp. 22-23
B. Transparency Beyond this, DSM evaluation plans and reports are made public and are open to inspection by any party. Third party review of evaluations helps insure objectivity and promotes credibility, and, when necessary, revision of ev...

AI summary The text emphasizes transparency in Demand-Side Management (DSM) by making evaluation plans and reports publicly accessible for inspection. Third-party reviews are highlighted as critical for ensuring objectivity, credibility, and the potential revision of evaluation outcomes when necessary.

C. Technical Resource Manual & Evaluation Guidelines p. p. 23
C. Technical Resource Manual & Evaluation Guidelines Most jurisdictions eventually develop a Technical Resource Manual (TRM) in which calculation methods, assumptions and (in some cases) default unitary values for energy savings and/or com...

AI summary Jurisdictions develop Technical Resource Manuals (TRMs) to standardize energy savings calculations, maintained by consultants and reviewed by committees. TRMs include methods and assumptions, updated via evaluations. Evaluation guidelines are also commonly established.

D. The 2014 Evaluations p. pp. 23-24
D. The 2014 Evaluations The evaluator carried out several evaluations for 2014 (Table 4). [18](#page-24-3) As noted in the table, these evaluations are classified by type: process, market and impact. All seventeen program components or ini...

AI summary The 2014 evaluations conducted by the independent evaluator focused on program impacts, particularly in terms of energy savings measured in GWh and MW. The evaluations were categorized into process, market, and impact types, with all seventeen program components or initiatives receiving one or more types of evaluation.

VII. General Recommendations p. p. 28
ese protocols include the Uniform Methods Project evaluation protocols for typical DSM program types (UMP), the International Performance Measurement and Verification Protocols (IPMVP), 23 Page 20 New York State Department of Public Servic...

AI summary The text emphasizes the use of standardized evaluation protocols for Demand-Side Management (DSM) programs, including UMP, IPMVP, ASHRAE Guideline 14, and SEE Action. These protocols are widely adopted and require evaluators to follow industry standards, with deviations needing justification. The recommendation applies to both evaluators and the DSM Administrator, promoting consistency in tracking systems and calculations.

VIII. Individual Program Component Review p. pp. 28-30
VIII. Individual Program Component Review Econoler conducted evaluations of seventeen DSM Administrator program components or initiatives (Table 4, Page 20). For the Savings Verification examination, we focus primarily on impact evaluation...

AI summary Econoler evaluated 17 DSM Administrator program components, focusing on impact evaluation through full-scale evaluations and tracked savings validations. Tracked validations rely on prior evaluations and checks for consistency, sometimes supplemented by file reviews and data integration.

D. Green Heat (Full-Scale) p. pp. 32-33
D. Green Heat (Full-Scale) The Green Heat Program focuses on replacement and supplementation of heating systems by installation of equipment that uses fuel derived from renewable resources. Participants can choose between a rebate and a ze...

AI summary The Green Heat Program offers rebates and financing for renewable heating systems. Evaluation included interviews, site visits, and savings analysis. Five recommendations address efficiency calculations, data accuracy, and verification methods. ENSC is advised to update savings values and improve pre-screening processes. Discrepancies in program records triggered recommendations for enhanced verification.

J. LED Holiday Light Exchange (Full-Scale) p. pp. 37-38
J. LED Holiday Light Exchange (Full-Scale) There were one-hundred and seventeen events for LED Holiday Light Exchange in 2014. The LED Holiday Light Exchange provides the opportunity to trade two sets of old inefficient holiday lights for...

AI summary The LED Holiday Light Exchange program conducted 117 events in 2014, offering residents to exchange inefficient holiday lights for LED ones as a community outreach initiative. The evaluation used program records, in-field surveys, and literature reviews, considering interaction effects and diversity. The evaluation's methods and assumptions are deemed reasonable and appropriate for this program type.

K. Home Energy Report (Full-Scale) p. p. 38
K. Home Energy Report (Full-Scale) The Home Energy Report analysis includes 2013 and 2014 since savings were not claimed in 2013. This program differs from all other of the DSM Administrator's programs in that it is a standalone behavioral...

AI summary The Home Energy Report (Full-Scale) is a standalone behavioral program differing from technology-focused DSM programs. It uses repetitive mailings and a web-based component to motivate energy-efficient behaviors. Savings are attributed to aggregated behavioral changes rather than specific equipment. Econoler evaluates it as two components: paper-based mailings and web-based engagement.

1. The Paper-Based Component p. pp. 38-39
1. The Paper-Based Component In theory, evaluation of a Home Energy Report type program is conducted using a method of true experiment in which a group of homes is randomly allocated to either a participant group (the members of which will...

AI summary The text discusses evaluating Home Energy Report programs using true experiments with participant and control groups. It notes that the program's causation of energy savings is unclear compared to other programs, citing a 2012 report on behavior-based energy efficiency.

Section 60 p. p. 43
Econoler then applied the line loss factor determined total net savings at the generator as 34.498 (GWh) with 9.162 GWh of that in 2013 and 25.336 GWh in 2014.[31](#page-43-3) Opower did not compute a demand reduction; however, Econoler in...

AI summary Econoler calculated energy savings and demand reductions for a DSM program, but the evaluation was conducted by the program vendor, raising concerns about independence and integrity. The report highlights a conflict of interest and questions the methodology used, as no explanation was provided for combining datasets or lack of independent evaluation.

3. Summary p. p. 48
3. Summary Home Energy Report programs, introduced in 2008, have attracted participation by many utilities. Though initially pilots, some utilities now consider them DSM programs. The Home Energy Reports program type of evaluation has the...

AI summary Home Energy Report programs, initiated in 2008, are now considered DSM programs by some utilities. While their evaluation uses scientific methods like random household allocation, reliance on the program vendor's self-conducted evaluation creates a conflict of interest, violating procurement standards. Standalone behavioral programs show lower savings than initial analyses suggest.

Verification Review of Program Year 2014 Evaluation Results p. p. 48
Verification Review of Program Year 2014 Evaluation Results situation that requires civic cooperation to yield immediate energy savings. But, under normal conditions, they are not valuable as DSM programs because they have little value in...

AI summary The review recommends declassifying behavioral approaches as standalone DSM programs due to their lack of resource planning value under normal conditions, except during emergencies. Instead, they should be classified as enabling strategies supporting technical DSM programs.

L. Residential Financing (No Impact Evaluation) p. pp. 48-50
L. Residential Financing (No Impact Evaluation) This is a zero interest buy-down program with sixty-six participants in 2014. Program savings are allocated to other programs (HEA, Solar and Green Heat). The financing enables all necessary...

AI summary A zero-interest residential financing program with 66 participants in 2014 was evaluated as pivotal in enabling energy improvements. Savings were allocated to other programs (HEA, Solar, Green Heat). Process evaluation via interviews confirmed participants would have postponed work without financing. Questions remain about cost-effectiveness and reliance on behavioral savings for resource planning.

M. Business Energy Rebates (Full-Scale) p. pp. 50-51
M. Business Energy Rebates (Full-Scale) This program provides prescriptive rebates to business, non-profit and institutional organizations (abbreviated "BNI"). Originally, Business Energy Rebates (BER) was a mail-in rebate program. It now...

AI summary The Business Energy Rebates (BER) program offers prescriptive rebates for BNI organizations via mail-in and instant rebates through distributors. The evaluation involved interviews, surveys, and site visits, leading to 17 recommendations for the DSM Administrator to address impact accounting issues and include free ridership considerations. The evaluation is praised for its thoroughness and reasonableness.

Savings Verification Recommendation No. 16: Address Electrical p. p. 52
Savings Verification Recommendation No. 16: Address Electrical Measurement. For future evaluations of this program, the evaluator should provide a table to explain the frequency and type of direct electrical measurement involved in the pro...

AI summary The recommendation mandates that future evaluations of the program include a table detailing direct electrical measurement frequency, type, execution methods, and responsible entities. It also requires partitioning energy savings and demand reduction by measurement type. The evaluation must be conducted by an experienced independent evaluator.

Q. Codes and Standards (Full-Scale) p. p. 56
luded due to lack of data. For 2014, the primary sources of information for analysis were NRCan and industry 44 Econoler Business Energy Solutions, Page 12-14. trade associations. Each analysis requires data and understanding of the workin...

AI summary The evaluation of energy efficiency programs in Nova Scotia relies on data from Natural Resources Canada (NRCan) and industry associations, considering market characterization and non-compliance rates. The DSM Administrator does not claim credit for savings from federal/provincial standards but supports their implementation through staff involvement and ongoing evaluations.

IX. Summary of Findings & Recommendations p. pp. 57-58
IX. Summary of Findings & Recommendations Savings Verification Finding No. 1: All but one of the 2014 Evaluations conducted by Econoler are within accepted industry frameworks. Except for the Home Energy Reports evaluation, each evaluation...

AI summary The 2014 evaluations by Econoler are largely valid except for Home Energy Reports, which lacks independent verification. Recommendations include accepting evaluation results, establishing a Nova Scotia TRM, and developing evaluation guidelines based on New York standards. Efficiency Nova Scotia is urged to improve program planning and evaluation frameworks.

X. References p. pp. 58-62
X. References Donaldson, Stewart L., Christina A. Christie & Melvin M. Mark, eds., What Counts as Credible Evidence in Applied Research and Evaluation Practice? Los Angeles, London, New Delhi, Singapore: Sage Publications, 2009. Dunsky Ene...

AI summary The references section lists academic publications, industry reports, and white papers related to energy efficiency, demand-side management, and evaluation methodologies. Key documents include DSM evaluations, cost-effectiveness analyses, and savings estimation methods, with contributions from organizations like Efficiency Nova Scotia Corporation and Dunsky Energy Consulting.

E-7E1 (NSPI) RIR-1 to RIR-47 95 passages
Section 1
2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-1: 2 3 Reference: EfficiencyOne, Appendix A – 2016-2018 DSM Resource Plan - Page 21, Line 17: 4 5 Please provid...

AI summary EfficiencyOne (E1) responds to NSPI's request for advertising expenditure data from 2012-2014 and 2015-2018 budgets, stating that 2016-2018 DSM budgets depend on the UARB's decision on the DSM Resource Plan. The response includes a table of historical and projected advertising costs.

Section 4
NON-CONFIDENTIAL 1 2 b) The media strategy is developed using research to identify target audiences and 3 understand their media consumption habits. ENS is not able to provide the specific 4 studies as they are subscription-based. Sources...

AI summary The text outlines ENS's media strategy, emphasizing research-driven audience targeting and the dominance of television in influencing Atlantic Canadians. Television is prioritized due to high recall and time spent, with annual budgets adjusted based on program performance relative to energy savings targets. Three criteria guide media weight allocation: sector appropriateness, marketing goals, and reach consistency.

Section 5
versa. 23 24 ENS’s marketing strategy is working to achieve three goals: 25 1. Increase awareness of ENS: 26 Increasing awareness was a priority in 2012 and 2013, which is a standard practice 27 for new brands. To that end, more weight was...

AI summary ENS's marketing strategy focuses on increasing brand awareness, driving program uptake, and educating the public to change energy behavior. TV advertising boosted awareness from 16% to 37% between 2012-2014. Reduced Appliance Retirement ad spending in 2013 led to a 15% drop in program uptake, which was reversed by increasing radio/print ads. Surveys showed 20% of Nova Scotians reported behavior change due to ENSC in 2013.

Section 7
e Filed: March 27, 2015 E1 (NSPI) IR-2 Page 1 of 7 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Enabling Strategies - DSM Portion 2012 2013 2014 ($k) ($k) ($k) Develop...

AI summary E1 (EfficiencyOne) submitted a non-confidential response to NSPI's information requests regarding the 2016-2018 EECA supply agreement (M06733), detailing Enabling Strategies expenses for DSM from 2012-2014, including development, education, outreach, and innovative financing costs.

Section 19
NON-CONFIDENTIAL 1 2 ENS’s involvement in Codes and Standards (described in the 2016-2018 DSM Resource 3 Plan as Working with Governments) helps to improve the efficiency of electricity- 4 consuming devices and equipment, through either vo...

AI summary ENS contributes to energy efficiency through codes and standards, research informing DSM plans, and education/outreach initiatives. Research on rebates and program participation barriers guides policy, while events like the Bright Business Conference enhance industry collaboration. Advertising efforts aim to increase energy efficiency awareness.

Section 20
icipation, 25 networking and collaboration. 26 27 In regards to the qualitative benefits of advertising, ad recall measures illustrate that 28 ENSC and ENS messages are reaching the public, which means a strong likelihood that 29 ENS will...

AI summary The text highlights the effectiveness of ENSC and ENS advertising in raising public awareness of energy efficiency programs, leading to increased program uptake. It references a 2016-2018 EECA supply agreement (M06733) and E1's responses to NSPI information requests.

Section 23
o expects to continue partnering with the 25 Nova Scotia Home Builders’ Association to support energy efficiency practices within 26 their member base. 27 28 Qualitative benefits of Regulatory Affairs include providing a fair and transpare...

AI summary EfficiencyOne (E1) plans to continue collaborating with the Nova Scotia Home Builders’ Association to promote energy efficiency. The text highlights qualitative benefits of Regulatory Affairs, such as enabling stakeholder input into DSM Resource Plans and programs.

Section 24
iled: March 27, 2015 E1 (NSPI) IR-2 Page 7 of 7 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-3: 2 3 Reference: EfficiencyOne, Evidence - Page 46, Lines 18-2...

AI summary E1 (EfficiencyOne) responds to NSPI's IR-3 request regarding DSM providers' multi-year approval periods and performance requirements. E1 cites the Edison Foundation's report, noting it does not specify approval periods but provides a table evaluating ten jurisdictions' annual vs. multi-year performance metrics.

Section 26
Date Filed: March 27, 2015 E1 (NSPI) IR-3 Page 2 of 2 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-4: 2 3 Reference: EfficiencyOne, Appendix A – 2016-2018 D...

AI summary E1 (EfficiencyOne) responds to NSPI's request regarding its definition of 'market transformation' for the 2016-2018 DSM Resource Plan, citing the American Council for an Energy Efficient Economy (ACEEE) definition. E1 asserts that market transformation involves removing barriers to accelerate cost-effective energy efficiency adoption as standard practice.

Section 28
e Filed: March 27, 2015 E1 (NSPI) IR-4 Page 2 of 2 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-5: 2 3 Reference: EfficiencyOne, Evidence – Page 39, Lines 1...

AI summary E1 (EfficiencyOne) responds to NSPI's inquiry about the 2016-2018 DSM Resource Plan's cost-effectiveness, stating that UARB requires a Total Resource Cost test ratio of 1.0 or greater. E1 clarifies that the RIM test is not part of their analysis but notes Navigant's model can calculate RIM ratios.

Section 29
S-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Figure 1 - 2016-2018 DSM Resource Plan Investment and Savings Incremental Incremental Annual Net Annual Net Program Ratepayer Impact Investment Lifetime Benefits Total Re...

AI summary The figure presents data on investment and savings for the 2016-2018 DSM Resource Plan, including metrics like annual net energy savings, demand savings, and cost tests (TRC and PAC). It highlights the financial and energy efficiency aspects of the program.

Section 30
at Generator at Generator Cost Test (PAC)c (RIM)d (GWh) (MW) 2016 38.5 127.3 133.1 20.4 1.9 3.6 0.5 2017 40.3 139.8 136.5 21.0 2.0 3.8 0.5 2018 42.6 150.5 136.3 21.0 2.1 3.9 0.5 Total 121.5 417.5 405.9 62.5 2.0 3.8 0.5 Currency is expresse...

AI summary The text presents data on demand-side management (DSM) resource plan investments and savings from 2016 to 2018, including metrics like RIM and PAC. Annual avoided costs, calculated using ENSC’s DSM Potential Study, are highlighted as including energy and capacity costs. Terms like TRC, PAC, and RIM are defined as benefit/cost ratios.

Section 31
g lifetime benefits to ENS’s costs. d RIM is a benefit/cost ratio comparing lifetime benefits to ENS’s costs and NSPI lost revenues. 2 3 Figure 2 - 2016 DSM Resource Plan Investment and Savings Incremental Incremental Annual Net Annual Net...

AI summary The text discusses metrics used in evaluating the 2016 DSM Resource Plan, including RIM, TRC, and PAC. These metrics compare lifetime benefits to ENS’s costs and NSPI’s lost revenues, focusing on energy and demand savings.

Section 32
at Generator at Generator Cost Test (PAC)c (RIM)d (GWh) (MW) Residential DSM Programs Efficient Product Rebates 2.5 6.6 11.0 1.1 1.6 2.7 0.4 Existing Residential 12.0 50.9 41.0 7.5 1.8 4.3 0.5 Low Income Participation e 2.0 7.8 1.0 New Res...

AI summary The table presents metrics for residential and business energy efficiency programs, including Program Assessment Cost (PAC), Resource Investment Metric (RIM), and output in GWh and MW. It details participation rates, costs, and program-specific data across categories like rebates, direct installation, and enabling strategies.

Section 33
Other Enabling Strategies 0.6 Total 38.5 127.3 133.1 20.4 1.9 3.6 0.5 Currency is expressed in 2016 dollars. Columns may not add correctly, due to rounding. Annual avoided costs, calculated using ENSC’s DSM Potential Study at the Base Leve...

AI summary The text discusses avoided costs from ENSC's DSM Potential Study, including energy and capacity costs, and defines TRC, PAC, and RIM as benefit/cost ratios. It references the 2015 DSM Resource Plan Settlement Agreement and a 2016-2018 EECA supply agreement. Metrics include lifetime net present value of benefits and participation by low-income customers.

Section 34
pation by low income customers, per the 2015 DSM Resource Plan Settlement Agreement. Numbers are a subset of Existing Residential. 1 2 Figure 3 - 2017 DSM Resource Plan Investment and Savings Incremental Incremental Annual Net Annual Net P...

AI summary The text references the 2015 DSM Resource Plan Settlement Agreement and highlights data on low-income customer participation in energy efficiency programs. Figure 3 outlines 2017 DSM investment and savings metrics, including energy and demand savings, total resource costs, and program administrator evaluations.

Section 35
at Generator at Generator Cost Test (PAC)c (RIM)d (GWh) (MW) Residential DSM Programs Efficient Product Rebates 2.7 7.3 12.0 1.1 1.7 2.8 0.4 Existing Residential 13.6 58.3 44.2 8.0 1.9 4.3 0.5 Low Income Participation e 2.3 8.2 1.1 New Res...

AI summary The table presents cost and performance metrics for Nova Scotia's demand-side management (DSM) programs, including residential and business initiatives. It details program expenditures, energy savings (GWh), capacity (MW), and associated metrics like Program Assessment Cost (PAC) and Resource Investment Metric (RIM). Totals for program categories and enabling strategies are summarized.

Section 36
Other Enabling Strategies 0.7 Total 40.3 139.8 136.5 21.0 2.0 3.8 0.5 Currency is expressed in 2016 dollars. Columns may not add correctly, due to rounding. Annual avoided costs, calculated using ENSC’s DSM Potential Study at the Base Leve...

AI summary The text presents data on avoided costs, lifetime benefits, and cost-benefit ratios (TRC, PAC, RIM) for demand-side management (DSM) programs. It references the 2015 DSM Resource Plan Settlement Agreement and the 2016-2018 EECA Supply Agreement (M06733), highlighting low-income participation and energy efficiency metrics.

Section 37
(E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 2 Figure 4 - 2018 DSM Resource Plan Investment and Saving Incremental Incremental Annual Net Annual Net Program Ratepayer Impact Investment Lifetime Benefits Total R...

AI summary Figure 4 from E1's response to NSPI outlines the 2018 DSM Resource Plan's investment and savings, including incremental energy/demand savings, total resource costs (TRC), program assessment costs (PAC), and ratepayer impact metrics. The data evaluates efficiency program economics.

Section 38
at Generator at Generator Cost Test (PAC)c (RIM)d (GWh) (MW) Residential DSM Programs Efficient Product Rebates 2.7 7.9 12.2 1.1 1.8 2.9 0.4 Existing Residential 14.8 61.8 43.6 8.0 1.9 4.2 0.5 Low Income Participation e 2.6 7.7 1.0 New Res...

AI summary The document presents a table detailing metrics for various demand-side management (DSM) programs, including cost tests, resource investment metrics, and energy output figures. It categorizes programs into residential, business, nonprofit, and institutional segments, with data on participation, costs, and performance indicators.

Section 39
Other Enabling Strategies 0.9 3 Total 42.6 150.5 136.3 21.0 2.1 3.9 0.5 Currency is expressed in 2016 dollars. Columns may not add correctly, due to rounding. Annual avoided costs, calculated using ENSC’s DSM Potential Study at the Base Le...

AI summary The text outlines avoided costs, TRC, PAC, and RIM metrics for energy efficiency programs, referencing ENS's 2015 DSM Resource Plan Settlement Agreement and NSPI's data. It includes a 2016-2018 EECA supply agreement and E1's responses to NSPI information requests.

Section 40
E1 (NSPI) IR-5 Page 4 of 4 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-6: 2 3 Reference: EfficiencyOne, Appendix A – 2016-2018 DSM Resource Plan – Page 14,...

AI summary EfficiencyOne (E1) explains its Custom Program's approach to free-ridership screening by assessing financial barriers and allowing participation at any project phase. The program accommodates diverse customer needs without directly comparing its breadth to other Canadian jurisdictions.

Section 43
NON-CONFIDENTIAL 1 participants provide responses to a series of questions designed to screen for free- 2 ridership. These questions focus on topics such as: 3 • Impact of potential incentives on the decision-making process, by identifying...

AI summary The document outlines a screening process for free-ridership in energy efficiency programs, including questions on incentives, financial support, project timelines, and technical support. It also describes the Custom program, which supports a wide range of non-prescriptive measures and complex projects, with examples from other Canadian jurisdictions.

Section 44
m 23 (http://takechargenl.ca/business/custom/) 24 • Ontario: SaveonEnergy Custom Incentives 25 (https://www.saveonenergy.ca/Business/Program-Overviews/Retrofit-for- 26 Commercial/Available-Incentives/Custom.aspx) 27 • Manitoba: Manitoba Hy...

AI summary The text provides links to various provincial commercial custom incentive programs across Canada, including those in Alberta, Ontario, Manitoba, British Columbia, and the Northwest Territories. It also references a 2016-2018 Supply Agreement for EECA under matter number M06733.

Section 45
ate Filed: March 27, 2015 E1 (NSPI) IR-6 Page 3 of 3 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-7: 2 3 Reference: EfficiencyOne, Appendix A – 2016-2018 DS...

AI summary E1 responds to NSPI's information request regarding income verification and participation statistics in residential programs. E1 states it does not collect income levels for most programs, relying instead on independent evaluations to assess program effectiveness and cost efficiency.

Section 46
e Filed: March 27, 2015 E1 (NSPI) IR-7 Page 1 of 1 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-8: 2 3 Reference: EfficiencyOne, Evidence - Page 39, Line 19...

AI summary E1 (EfficiencyOne) responds to an information request regarding the reasons for lower unit costs in its proposed DSM Plan compared to prior plans. A table is provided showing the first-year unit costs for each plan from 2012 to 2018.

Section 47
2013 2014 2015 2016 2017 2018 Average Proposed $0.35 $0.34 $0.35 $0.32 $0.29 $0.30 $0.31 $0.30 14 Unit Cost 15 16 The 2016-2018 DSM Resource Plan has lower unit costs for the following reasons: 17 • Short-Term Affordability: The proposed 2...

AI summary The 2016-2018 DSM Resource Plan has lower unit costs due to the removal of the Home Energy Report, reduced Enabling Strategies investment, and a shift towards lower-cost programs like Existing Residential, Efficient Products (BNI), and Custom Incentives.

Section 50
nent: Column V 28 29 b) Please refer to Attachment 1. Measure counts are outputs from 2016-2018 DSM 30 Resource Plan modelling; they are not “anticipated” counts of measure uptake. ENS Date Filed: March 27, 2015 E1 (NSPI) IR-9 Page 1 of 2...

AI summary The text discusses the 2016-2018 DSM Resource Plan modelling, noting that measure counts are outputs from the model and not anticipated uptake. It also provides data on daylighting controls as part of the Efficient Product Rebates (BNI) program.

Section 51
. As Nova Scotia installers gain Efficient Product Rebates (BNI) 2,320 experience with installation, installation costs are expected to decrease. ENERGY STAR® appliances, such as self-contained ice makers, for restaurants and commercial fo...

AI summary The text discusses the impact of installation experience on Efficient Product Rebates (BNI) for ENERGY STAR® appliances and LED Low Bay fixtures, noting cost reductions over time. It highlights the strategic importance of ENERGY STAR® branding and the role of DSM jurisdictions in promoting energy-efficient products.

Section 61
te Filed: March 27, 2015 E1 (NSPI) IR-11 Page 1 of 7 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 b) As shown in ENS’s rate and bill impact analysis, for total custome...

AI summary The document discusses the impact of different Demand Side Management (DSM) scenarios on average customer bills, showing that increased investment in DSM reduces bills, while reduced investment increases them. It references ENS’s rate and bill impact analysis and provides examples from the Small General rate class.

Section 62
nt for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Mid-DSM Scenario 2 3 4 For clarification, the reason that participants’ (the blue lines) bills are reduced in all 5 scenarios is because of the as...

AI summary The text explains how the ENS rate and bill impact model assumes that 75% of changes in energy savings are due to changes in the number of participants, while 25% are due to changes in energy savings per participant. It also notes that the UARB-approved cost allocation methodology was used due to NSPI not filing its own proposed methodology.

Section 64
Filed: March 27, 2015 E1 (NSPI) IR-11 Page 3 of 7 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 general trends would be expected to remain the same but specific values...

AI summary The document discusses the impact of varying levels of Demand Side Management (DSM) investment on rates and bills, showing that increased DSM investment leads to higher rates in the short term but lower rates over the lifetime of the program for most rate classes.

Section 66
EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Mid-DSM Scenario 2 3 4 These results are dependent on the cost-allocation methodology approved for the 2016- 5 2018 years. Rate impacts by class are affe...

AI summary The document discusses the impact of the cost-allocation methodology approved for the 2016-2018 period on rate and bill impacts, noting that rate impacts are more significantly affected than bill impacts. It also references the use of the existing UARB-approved methodology and directs to specific appendices for detailed rate-class specific results.

Section 75
NON-CONFIDENTIAL Measure Analysis Part of Demand Response Program. Please refer Heat & Power Load Control to part c). Home Energy Report Program removed. Please refer to part c). Removed due to current expectations of 2016- Nest Thermostat...

AI summary The document discusses the removal of several energy efficiency measures due to low uptake and strategic rationale, and outlines the development of a revised DSM Resource Plan by ENS in collaboration with NSPI, considering system requirements and short-term affordability.

Section 78
NON-CONFIDENTIAL 1 a lower investment level, ENS removed the program from the Plan, as, based on a one- 2 year measure life, it has the highest lifetime unit cost in ENS’s portfolio. Removing this 3 program did not affect local industry ca...

AI summary Efficiency Nova Scotia (ENS) removed a program from its DSM Plan due to high lifetime unit costs and lack of data on assumptions for demand response measures. ENS also removed demand response from consideration due to its inability to provide energy savings or avoid capacity costs during the Plan period. Future research and pilot programs are expected.

Section 79
Existing Residential or New 22 Residential programs as applicable (Application, Appendix A, page 23, lines 5-7). Any 23 piloted measures would be subject to cost-effectiveness screening. 24 25 Business Demand Response: The Business Demand...

AI summary The document discusses the removal of the Business Demand Response program due to cost-effectiveness concerns and lower priority from NSPI. It also references the 2016-2018 Supply Agreement for EECA under matter number M06733.

Section 81
NON-CONFIDENTIAL 1 Enabling Strategies: Enabling strategies build demand for, and support the long-term 2 sustainability of, energy savings. When ENS reduced its proposed investment level from 3 the $50 million plan to the current proposed...

AI summary The document discusses Enabling Strategies and their role in supporting long-term energy savings, noting reductions in investment levels by ENS. It also mentions the use of the EL-RAM model to determine program-level investments and highlights considerations for the overall DSM portfolio, including cost-effectiveness, affordability, and industry capacity.

Section 82
iveness screening requirements. This analysis is provided in 23 EfficiencyOne’s Application Evidence, page 42, lines 17-23 and was informed by 24 Dunsky Energy Consulting’s memo, “DSM Portfolio Design Principles and 25 Considerations”, pro...

AI summary The text references EfficiencyOne's application evidence and Dunsky Energy Consulting’s memo on DSM portfolio design principles, which informed ESN's approach to portfolio offerings. It also mentions a 2016-2018 supply agreement for EECA under matter number M06733.

Section 84
NON-CONFIDENTIAL 1 f) Yes. As provided in Appendix F, Dunsky Energy Consulting’s memo “DSM Portfolio 2 Design Principles and Considerations,” which informed ENS’s approach to overall 3 portfolio offerings, maximizing equity, or social lice...

AI summary The document discusses the importance of social license in Demand Side Management (DSM) programs, emphasizing equitable access and customer participation. It references Dunsky Energy Consulting's principles and Tim Woolf's recommendations for promoting participation and addressing equity concerns. The EL-RAM model is mentioned in relation to energy savings calculations.

Section 87
NON-CONFIDENTIAL 1 filed electronically, for the energy savings values, which can be found in column 2 E (column 5 in the printed version). 3 4 (ii) ENS does not have estimated measure-level participation rates, and the EL-RAM, 5 which has...

AI summary The document discusses the absence of estimated measure-level participation rates in the EL-RAM model, the importance of TRC, PAC, and RIM ratios in evaluating demand-side management programs, and references to EfficiencyOne's responses to NSPI IR-10 and IR-9 for detailed data on incentives and net-to-gross ratios.

Section 106
y: Rates, Bills and Participation Impacts Slide 16 Date Filed: March 27, 2015 NSPI IR-12 Attachment 1 Page 17 of 26 Program Designs to Increase Participation • EE programs should address all end-uses. • EE programs should address all custo...

AI summary The document outlines program designs and policy options aimed at increasing participation in energy efficiency programs. It emphasizes addressing all customer types and end-uses, tailoring incentives, and improving data collection and analysis. It also suggests increasing budgets, setting explicit participation goals, and linking utility incentives to participation rates.

Section 108
ncy: Rates, Bills and Participation Impacts Slide 21 Date Filed: March 27, 2015 NSPI IR-12 Attachment 1 Page 22 of 26 Benefits of EE that Flow to All Customers - III • Energy efficiency will avoid costs of transmission and distribution lin...

AI summary The text discusses the benefits of energy efficiency (EE), including avoided transmission and distribution costs, with estimates of $423 million in savings from MA Three-Year Plans. It also highlights the impact of EE on New England's peak and energy demand, as well as large commercial and industrial rate impacts.

Section 150
NSPI IR-13 Attachment 1 Page 6 of 8 Achievable Potential and Associated Investment for the 2016-2018 Period

AI summary This section discusses the achievable potential and associated investment for the 2016-2018 period, likely related to energy efficiency or demand-side management programs.

Section 170
approach is also not 29 consistent with DSM portfolio design principles and considerations, as outlined by 30 Dunsky Energy Consulting in Appendix F of EfficiencyOne’s Application. Date Filed: March 27, 2015 E1 (NSPI) IR-14 Page 1 of 2 201...

AI summary The document discusses E1's response to NSPI's information request regarding performance targets for the 2016-2018 Supply Agreement for EECA. E1 explains that it does not include a performance target for total spending or unit cost ($/kWh) due to the lack of recourse for additional revenue in case of over-expenditure.

Section 173
Filed: March 27, 2015 E1 (NSPI) IR-16 Page 2 of 2 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-17: 2 3 Reference: EfficiencyOne, Evidence - Page 28, Lines 1...

AI summary The document outlines information requests related to changes in the methodology for estimating demand savings under the DSM plan, including the use of 8760 hourly savings profiles and a comparison of demand savings estimates between the current filing and prior studies.

Section 175
NON-CONFIDENTIAL 1 Response IR-17: 2 3 a) This difference is a result of different modelling techniques used for ENSC’s DSM 4 Potential Study and its proposed 2016-2018 DSM Resource Plan. As a result of this 5 change in modelling technique...

AI summary The difference in demand savings values between ENSC’s DSM Potential Study and its 2016-2018 DSM Resource Plan is due to changes in modelling techniques. The new methodology, developed in collaboration with NSPI and Navigant, focuses more on capacity avoidance and uses building simulation software with detailed load profile data.

Section 176
nymous, one-year load profile data, in 8760 25 hourly format, for typical BNI customers, as well as customer class data for the 26 Commercial and Industrial classes. For Residential data, NSPI provided customer class 27 data, as well as da...

AI summary The document discusses the provision of load profile data for BNI customers and Residential classes by NSPI, which was used by Navigant to calibrate simulation models. It also references a 2016-2018 Supply Agreement for EECA under matter number M06733.

Section 178
NON-CONFIDENTIAL 1 The building simulations were used to develop DSM Resource shapes in 8760 format. 2 This was made possible by running the simulation models using historical Nova Scotia 3 weather data. The results of these simulation mod...

AI summary The document discusses the use of building simulations to develop DSM resource shapes in 8760 format using historical Nova Scotia weather data. It also outlines evaluation methods for energy and demand savings, including the use of demand-to-energy ratios and system coincident peak diversity ratios. The verification process is determined by the UARB.

Section 700
NON-CONFIDENTIAL 1 Request IR-18: 2 3 Reference: EfficiencyOne, Evidence - Page 30, Lines 23-25: 4 5 E1 states that the DSM savings “are of benefit to Nova Scotians in the short term due to 6 fuel savings resulting in lower bills for DSM p...

AI summary The document addresses a request for data on energy savings from demand-side management (DSM) programs in Nova Scotia. ENS notes that while it has not analyzed energy savings by sector, it has compared the Base and Low DSM scenarios, showing that the Base scenario provides greater fuel-related savings to Nova Scotians.

Section 701
fuel-related savings of a Base DSM scenario over Year a Low DSM scenario1 2016 $3.7 million additional savings Date Filed: March 27, 2015 E1 (NSPI) IR-18 Page 1 of 2 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to N...

AI summary The document shows additional fuel-related savings from a Base DSM scenario compared to a Low DSM scenario for the years 2016, 2017, and 2018, with figures of $3.7 million, $5.9 million, and $7.1 million respectively. These savings are calculated using NSPI’s annual avoided costs and ENSC’s DSM Potential Study.

Section 702
e Filed: March 27, 2015 E1 (NSPI) IR-18 Page 2 of 2 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-19: 2 3 Please provide in electronic format the following d...

AI summary The document outlines an information request (IR-19) made by NSPI to EECA, seeking detailed data on customers participating in DSM programs from 2012 to 2014, including customer identifiers, location, energy consumption, installed measures, and financial details.

Section 705
ling of its initial rate and bill 24 impact analysis in 2013, from March until October, and its subsequent request to file historical 25 rate and bill impact analyses in October of each year). ENS has already consolidated it on a rate- 26...

AI summary The document discusses the consolidation of rate and bill impact analyses by ENS on a rate-class and per-program basis, which has already been provided to NSPI and stakeholders. Repeating the work on a per-customer basis is not feasible within the timeframe of the proceeding. ENS is planning system enhancements to better track data.

Section 708
ed electronically. 24 i) Total incentive dollars: please refer to Attachment 1, filed electronically. 25 j) Total project costs: please refer to Attachment 1, filed electronically, for program 26 administrator costs (by program/program com...

AI summary The document discusses responses to information requests regarding incentive dollars, project costs, and potential changes to building codes and standards affecting DSM benefits by 2018. ENS states no changes to energy-related building codes are anticipated by 2018.

Section 709
Filed: March 27, 2015 E1 (NSPI) IR-20 Page 1 of 1 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-21: 2 3 Reference: EfficiencyOne, Appendix A – 2016-2018 DSM...

AI summary The document contains an information request (IR-21) from NSPI to E1, seeking a list of custom projects from 2012 to 2014 with detailed information including customer names, rate classes, programs, energy and demand savings, project costs, incentives, and payback periods.

Section 710
e Filed: March 27, 2015 E1 (NSPI) IR-21 Page 1 of 3 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 2 (m) Customer’s payback period with incentives 3 4 Response IR-21: 5...

AI summary The document outlines E1's response to NSPI's information request (IR-21), referring to EfficiencyOne's prior response to IR-19 for details on customer payback periods, program components, and energy savings data, all provided in an aggregate format.

Section 712
Filed: March 27, 2015 E1 (NSPI) IR-21 Page 3 of 3 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-22: 2 3 Reference: EfficiencyOne, Evidence - Page 9: 4 5 Plea...

AI summary EfficiencyOne provides an estimate of direct installation savings for 2016-2018, including the number of customers served, energy and demand savings, and associated costs. The data is derived from the EL-RAM and references prior responses for detailed measure-level information.

Section 714
E1 (NSPI) IR-22 Page 1 of 1 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-23: 2 3 Reference: EfficiencyOne, Appendix G – DSM Performance Indicators (Dunsky E...

AI summary The document outlines ENS's response to an information request regarding the measurement and verification of performance indicators in the 2016-2018 DSM Resource Plan. ENS proposes eight performance indicators, with cumulative energy and peak demand savings as targets assessed once at the end of the contract, while annual progress reports would be provided.

Section 716
NON-CONFIDENTIAL 1 Request IR-24: 2 3 Reference: EfficiencyOne, Evidence - Page 7: 4 5 Please provide anticipated energy savings, demand reductions and program administrator 6 costs for all sub-components in the approved 2015 DSM Resource...

AI summary The response to Request IR-24 provides detailed information on anticipated energy savings, demand reductions, and program administrator costs for sub-components of the approved 2015 DSM Resource Plan, including various residential programs and components.

Section 717
0.5 1.3 0.6 New Residential 1.3 3.0 0.8 Energy Savings Actions 1.2 15.4 0.0 Residential Subtotal 17.6 60.8 9.3 BUSINESS, NON-PROFIT AND INSTITUTIONAL PROGRAMS AND Direct Installation 6.0 13.0 2.8 Custom Incentives 5.8 20.5 2.1 Custom Retro...

AI summary The text presents a table with figures related to energy savings actions, residential and business programs, and enabling strategies. It includes data on various initiatives such as direct installation, custom incentives, and education & outreach, with corresponding numerical values.

Section 720
Date Filed: March 27, 2015 E1 (NSPI) IR-25 Page 1 of 2 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL Investment 2016-2018 Total ($ million)a Residential DSM Programs Effi...

AI summary The document outlines the investment amounts allocated to various energy efficiency programs by EECA from 2016 to 2018, including residential and business programs, with a total investment of $121.5 million.

Section 722
March 27, 2015 E1 (NSPI) IR-25 Page 2 of 2 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-26: 2 3 Reference: EfficiencyOne, Evidence - Page 33, Lines 23-24: 4...

AI summary E1 argues that reducing program capacity now may not be cost-effective if it leads to future rebuilding. E1 refers to its Application Evidence for analysis and discusses a reduced investment plan to address affordability while preserving industry capacity. No further mitigation measures were considered beyond the proposed plan.

Section 723
its 2016- 27 2018 DSM Resource Plan development process so did not consider additional mitigation 28 measures. 29 30 c) Please refer to the Application Evidence, pages 32-33. Date Filed: March 27, 2015 E1 (NSPI) IR-26 Page 1 of 1 2016-2018...

AI summary The document refers to the 2016-2018 Demand Side Management (DSM) Resource Plan development process, noting that it did not consider additional mitigation measures. It also references the Application Evidence, pages 32-33, and mentions the 2016-2018 Supply Agreement for EECA under matter number M06733.

Section 725
NON-CONFIDENTIAL 1 Request IR-27: 2 3 Reference: EfficiencyOne, Evidence - Page 34, Lines 4-5: 4 5 E1 states that “maintaining current DSM levels has the additional benefit of providing 6 DSM-related rate stability over time.” 7 8 Please r...

AI summary The response to Request IR-27 explains that maintaining current DSM levels helps avoid future rate increases by reducing the need for costly capital expenditures. It references the UARB’s 2014 decision on the DSM Cost Recovery Rider and changes to the Public Utilities Act that embedded DSM costs into the overall energy charge.

Section 726
The amendments to the Public 28 Utilities Act also resulted in payments which would have been collected from NSPI customers 29 for DSM in 2015 being deferred, with payment beginning in 2016. 30 Date Filed: March 27, 2015 E1 (NSPI) IR-27 Pa...

AI summary Amendments to the Public Utilities Act caused payments for DSM in 2015 to be deferred until 2016. The document includes a 2016-2018 Supply Agreement for EECA and responses to NSPI information requests.

Section 727
Filed: March 27, 2015 E1 (NSPI) IR-27 Page 1 of 2 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 All else being equal, these amendments would have caused a reduction in...

AI summary The document discusses the financial implications of the 2015 DSM deferral and its impact on the FAM under-recovery balance. It notes a $53 million offset from the deferral, along with other contributions, which are expected to largely repay the FAM under-recovery in 2015. The 2015 DSM level of activity is $39 million, with $35 million to be recovered over 8 years starting in 2016.

Section 728
stment for 2016, 2017, and 2018 together 20 with the annual amortized cost of 2015 DSM for these years. This investment can be made 21 without DSM putting pressure on overall electricity rates. Date Filed: March 27, 2015 E1 (NSPI) IR-27 Pa...

AI summary The document discusses the 2016-2018 Supply Agreement for EECA M06733 and responses to information requests regarding IT system enhancements. The response indicates that the changes will improve reporting efficiency but no additional information will be available.

Section 729
ast, as 28 evidenced by the evaluation and verification of tracked energy savings results. 29 Enhancements will provide more automation and make participation data more easily Date Filed: March 27, 2015 E1 (NSPI) IR-28 Page 1 of 2 2016-201...

AI summary The document outlines a 2016-2018 Supply Agreement for EECA under matter M06733, with E1 responding to NSPI information requests. It mentions improvements in database architecture and reporting functionality to make participation data more accessible and automated.

Section 730
ate Filed: March 27, 2015 E1 (NSPI) IR-28 Page 2 of 2 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-29: 2 3 Reference: EfficiencyOne, Evidence – Appendix D 2...

AI summary E1 responds to NSPI's request regarding the exclusion of lost revenue recovery in its rate and bill impact model. E1 explains that it was unable to incorporate NSPI's feedback due to timing issues and plans to address it in future model versions.

Section 731
Filed: March 27, 2015 E1 (NSPI) IR-29 Page 1 of 1 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-30: 2 3 Reference: EfficiencyOne, Appendix I – DSM Screening...

AI summary The response to Request IR-30 explains that the non-participant test (RIM test) is not considered appropriate for screening energy efficiency or demand-side management initiatives, as it only reflects the perspective of non-participants and does not provide a comprehensive evaluation.

Section 732
efficiency or demand-side management initiatives. This is largely because the 30 RIM test reflects a very partial perspective – that of non-participants alone. For Date Filed: March 27, 2015 E1 (NSPI) IR-30 Page 1 of 2 2016-2018 Supply Agr...

AI summary The text discusses the RIM test's limited perspective, focusing only on non-participants, and notes that the Participant Cost Test was not considered a reasonable screening option. It also includes responses to information requests related to a supply agreement and a filing date.

Section 733
Filed: March 27, 2015 E1 (NSPI) IR-30 Page 2 of 2 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests

AI summary This document, filed on March 27, 2015, includes E1's responses to NSPI information requests related to the 2016-2018 Supply Agreement for EECA, matter number M06733 (E-ENS-R-15).

Section 734
NON-CONFIDENTIAL 1 Request IR-31: 2 3 Reference: EfficiencyOne – Evidence – Page 41, Lines 28-29: 4 5 E1 states that it has “worked with Navigant to refine the assumptions of the EL-RAM 6 model to put a greater emphasis on lower first-year...

AI summary EfficiencyOne explains modifications to the EL-RAM model to reduce first-year unit costs in the 2016-2018 DSM Resource Plan. Changes included reducing New Home Construction opportunities, removing the Demand Response program, and adjusting Existing Residential program assumptions to prioritize lower-cost measures. These adjustments led to significant cost and energy savings changes.

Section 735
n a 26 decrease in unit cost for the program of $0.18 per kWh. Energy savings for the 2016- 27 2018 period for this program increased by 33.3 GWh. 28 • BNI programs were prioritized in plan development via changes in assumptions relating 2...

AI summary The text discusses a decrease in unit cost for a program by $0.18 per kWh and an increase in energy savings for the 2016-2018 period. BNI programs were prioritized in plan development, leading to an increase in BNI energy savings as a percentage of total energy savings from 50 percent to 57 percent.

Section 736
Date Filed: March 27, 2015 E1 (NSPI) IR-31 Page 2 of 2 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests

AI summary This document outlines E1's responses to NSPI's information requests related to the 2016-2018 Supply Agreement for EECA, referenced in matter M06733 (E-ENS-R-15).

Section 737
NON-CONFIDENTIAL 1 Request IR-32: 2 3 (a) Please explain in detail how new codes and standards are included in, or affect, E1’s 4 long term planning. 5 6 (b) Have past energy/demand savings figures been amended for subsequently adopted 7 c...

AI summary The response explains that ENS incorporates new energy codes and standards into NSPI’s Integrated Resource Planning process. It highlights that DSM potential studies account for these codes, and their effects are modeled as percent changes in savings over time.

Section 738
26 year savings for each year before 2015. Starting in 2015, the program administrator’s 27 share of the measure savings would be reduced by 50 percent over the remainder of the 28 measure life, with the other 50 percent being attributed t...

AI summary The text discusses a reduction in the program administrator’s share of measure savings starting in 2015, with 50% attributed to the code or standard. It references a study by Navigant Consulting and a supply agreement for EECA.

Section 739
27, 2015 E1 (NSPI) IR-32 Page 1 of 2 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 2 b) Yes, in ENSC’s DSM Potential Study. By utilizing the codes and standards time ve...

AI summary The document discusses how energy savings calculations are affected by the adoption of new energy codes and standards, particularly in the context of the DSM Potential Study. Savings from past DSM programs and codes are not revised even when new standards are implemented.

Section 740
iled: March 27, 2015 E1 (NSPI) IR-32 Page 2 of 2 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests

AI summary This document outlines E1's responses to information requests from NSPI under the 2016-2018 Supply Agreement for EECA, referencing matter number M06733 (E-ENS-R-15).

Section 741
NON-CONFIDENTIAL 1 Request IR-33: 2 3 Reference: EfficiencyOne, Appendix F - Balanced Plan Principles (Dunsky Energy 4 Consulting) – Pages 3 and 6: 5 6 Mr. Dunsky states that E1 “devote(s) resources to some higher risk long term efforts.”...

AI summary The response to Request IR-33 explains that EfficiencyOne balances risk minimization and strategic risk-taking in its 2016-2018 DSM Resource Plan, emphasizing diversification across sectors and investing in enabling strategies to reduce long-term costs.

Section 743
te Filed: March 27, 2015 E1 (NSPI) IR-33 Page 2 of 2 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-34: 2 3 Reference: EfficiencyOne, Appendix I – DSM Screeni...

AI summary E1 responds to NSPI's information request regarding DSM potential in Nova Scotia, stating that there are still significant energy efficiency opportunities available at a lower cost than new supply, refuting the claim that most low-hanging fruit has been picked.

Section 746
that these coming changes were fully accounted for in ENSC’s DSM 21 potential study, i.e. the potential and associated costs are net of anticipated new 22 standards. Date Filed: March 27, 2015 E1 (NSPI) IR-34 Page 2 of 2 2016-2018 Supply A...

AI summary The text references a demand-side management (DSM) potential study by ENSC, which accounts for new standards and their associated costs. It also includes a table related to program spending, energy savings, and demand reductions under a supply agreement for EECA, with notes on currency and verification status.

Section 747
: March 27, 2015 E1 (NSPI) IR-35 Page 1 of 2 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 2 3 Notes: 4 Per Balance Adjustment filings. 5 2014 energy savings and demand...

AI summary This document outlines E1's responses to NSPI's information requests regarding the 2016-2018 Supply Agreement for EECA, referencing a matter number (M06733) and including notes about energy savings, spending estimates, and currency in 2016 dollars.

Section 748
h 27, 2015 E1 (NSPI) IR-35 Page 2 of 2 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-36: 2 3 Reference: EfficiencyOne, Appendix G – DSM Performance Indicator...

AI summary The document contains a request (IR-36) from E1 to NSPI, asking for responses related to performance metrics used in demand side management (DSM) programs in various states and jurisdictions. The request includes questions about performance indicators, cost effectiveness, and the exclusion of Delaware and New Jersey from the study.

Section 749
e Filed: March 27, 2015 E1 (NSPI) IR-36 Page 1 of 4 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests

AI summary This document pertains to E1's responses to information requests from NSPI under the 2016-2018 Supply Agreement for EECA, referenced in matter M06733 (E-ENS-R-15).

Section 751
hich cumulative lifetime energy 29 savings are a critical input. As a result, half of our 10 case studies use cumulative lifetime 30 energy savings either implicitly or explicitly in their Performance targets. Date Filed: March 27, 2015 E1...

AI summary The document discusses the importance of cumulative lifetime energy savings in performance targets, noting that half of 10 case studies use this metric. It references a 2016-2018 supply agreement for EECA and E1 responses to NSPI information requests.

Section 752
iled: March 27, 2015 E1 (NSPI) IR-36 Page 2 of 4 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests

AI summary The document references a 2016-2018 Supply Agreement for EECA under matter number M06733 (E-ENS-R-15) and includes E1 responses to NSPI Information Requests. It appears to be part of a regulatory proceeding involving energy efficiency programs and agreements.

Section 753
NON-CONFIDENTIAL 1 2 d) As explained in our report (page 8), the choice of the 10 case studies aimed to strike a 3 balance between jurisdictions with a third party DSM administrator and those commonly 4 considered as leaders, even though t...

AI summary The text discusses the selection criteria for 10 case studies in energy efficiency programs, emphasizing the balance between third-party program administrators and recognized leaders, and the inclusion of performance targets based on complexity. Ohio is noted as a hybrid state with both investor-owned and municipal utility programs, while some jurisdictions use program expenditures as performance indicators.

Section 754
rio and Vermont use program expenditures as a 24 performance target. In all cases, they are used to determine performance incentives paid 25 out to the Program Administrators. 26 27 g) As indicated in our report (page 8), Ontario is the on...

AI summary The text discusses the use of program expenditures as performance targets in energy efficiency programs, noting that Ontario and Nova Scotia are the only Canadian provinces using performance mechanisms. It references a 2016-2018 Supply Agreement for EECA and mentions E1 responses to NSPI information requests.

Section 756
NON-CONFIDENTIAL 1 performance incentives. Elsewhere across the country, energy savings targets are used for 2 reporting purposes only, not as part of a performance contract mechanism. 3 4 h) For clarity, our report recommended that the cu...

AI summary The document discusses performance indicators for energy efficiency programs, including the inclusion of cumulative energy and peak demand savings as Target Performance Indicators. It references practices in Vermont and Oregon, such as Service Quality and Customer Satisfaction metrics, and notes that Nova Scotia considered similar metrics in its report.

Section 758
led: March 27, 2015 E1 (NSPI) IR-36 Page 4 of 4 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-37: 2 3 Please provide a breakdown of employees by full-time, p...

AI summary The document provides a breakdown of employees by full-time, part-time, and temporary for E1 and ENS from 2011 to 2015, with 2016-2018 data pending the UARB’s decision on the DSM Resource Plan.

Section 759
.6% 86.6 88 86 1 1 2015 59.2 70.1% 84.5 85 84 1 0 Budgeted 13 The table above does not include EfficiencyOne’s On-Site Energy Managers (OEMs), as these 14 positions are not included in compensation expenses. The cost of OEMs is covered thr...

AI summary The text discusses the exclusion of EfficiencyOne’s On-Site Energy Managers (OEMs) from compensation expenses, as their costs are covered through incentives and reimbursements. It also references a 2016-2018 supply agreement for EECA and E1 responses to NSPI information requests.

Section 764
NON-CONFIDENTIAL 1 Request IR-40: 2 3 (a) Please provide the following information on the breakdown of labour costs (actual 4 and forecasted/budgeted) of E1 and ENS (as applicable) for each of the years from 5 2011 to 2018, inclusive: 6 7...

AI summary The request asks for a breakdown of labour costs, including wages, overtime, benefits, and pension costs, for E1 and ENS from 2011 to 2018. The response indicates that data is provided for 2011-2015 and that 2016-2018 data will be available after the UARB’s decision on the DSM Resource Plan.

Section 766
E1 (NSPI) IR-40 Page 1 of 2 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 2 b) Please refer to the table below for 2011-2015 information. 2016-2018 consultant 3 require...

AI summary The document outlines consultant costs for the Demand Side Management (DSM) portion from 2011 to 2015 and indicates that 2016-2018 consultant requirements will be determined after the UARB’s decision on the 2016-2018 DSM Resource Plan.

Section 845
is filed Confidentially and must be accessed through the UARB Confidential 2 Repository. 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-44: 2 3 Please provide...

AI summary The document provides aggregate senior management compensation data for EfficiencyOne and ENS from 2011 to 2015, with 2016-2018 data pending the UARB’s decision on the DSM Resource Plan. The information is withheld on individual employee basis to protect confidentiality.

Section 850
NON-CONFIDENTIAL 1 Request IR-46: 2 3 (a) Please provide, as applicable, total annual cost (historical and forecasted/budgeted) 4 for benefits offered by E1 and ENS (as applicable) for each of the years 2011 to 2018 5 inclusive. 6 7 (b) Pl...

AI summary The response to Request IR-46 provides historical benefit costs for the years 2011 to 2015, including statutory, dental, and pension costs, as well as their percentage of total payroll. It also notes that 2016-2018 data will be available after the UARB’s decision on the DSM Resource Plan.

E-8Evidence of Nova Scotia Power Inc. 111 passages
Nova Scotia Utility and Review Board p. p. 16
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 EfficiencyOne for Approval of a Supply Agreement for Electricity Efficiency and Co...

AI summary The Nova Scotia Utility and Review Board is considering EfficiencyOne's application for approval of a supply agreement with Nova Scotia Power Inc., establishment of a final agreement, and approval of a 2016-2018 Demand Side Management (DSM) Plan under the Public Utilities Act. The proceeding is referenced as M06733.

2016-2018 DSM Plan p. p. 16
2016-2018 DSM Plan Nova Scotia Power Evidence

AI summary The document outlines the 2016-2018 Demand Side Management (DSM) Plan submitted by Nova Scotia Power as evidence in a regulatory proceeding.

April 10, 2015 p. p. 16
April 10, 2015 1 TABLE OF CONTENTS 2 3 1.0 EXECUTIVE SUMMARY 3 4 2.0 INTRODUCTION 7 5 2.1 Transparency and Accountability 9 6 3.0 AFFORDABILITY 14 7 3.1 DSM Spending Levels 15 8 3.2 Lowering the Cost of DSM 24 9 3.3 Affordability from a Sy...

AI summary NS Power supports acquiring affordable and cost-effective demand side management (DSM) to ensure stable electricity prices. However, it believes the E1 DSM Plan is not sufficiently affordable or cost-effective for customers.

Section 4 p. p. 16
17 E1 DSM Plan recommends DSM spending that is among the highest in Canada on 18 both a per-capita basis and a per-customer basis; 19 20 the level of DSM proposed by E1 is significantly more than required to avoid 21 capacity investments b...

AI summary The E1 DSM Plan recommends high levels of DSM spending in Nova Scotia, but NS Power argues that such spending is not necessary during the current contract period for compliance with renewable electricity standards or to meet power demand. NS Power suggests a lower DSM spending level of approximately $22 million per year.

DATE FILED: April 10, 2015 Page 3 of 51 p. p. 16
DATE FILED: April 10, 2015 Page 3 of 51 1 rate pressure for customers and avoids resource additions for capacity planning purposes 2 until 2032. 3 4 During the course of contract negotiations, NS Power had requested E1 to model a $10 5 mil...

AI summary NS Power requested E1 to model a DSM plan with a lower investment level, but E1 refused and instead proposed a higher spending plan. NS Power is concerned about E1's autonomy, flexibility, and the structure of deliverables and compensation.

Section 6 p. p. 16
1 E1 (NSPI) IR-14, March 27, 2015, page 1, lines 3-6. E1 (NSPI) IR-26(b), March 27, 2015, page 1, lines 26-28. the creation of a "reserve fund" financed by NS Power customers with 50 percent of any surplus balance being placed in a reserve...

AI summary NS Power requests E1 to redesign its DSM plan with a more appropriate portfolio of programs and spending level, suggesting a funding level of approximately $22 million per year over the Contract Period to achieve energy savings of about 100 GWh annually and avoid adding generation capacity until 2032.

Section 7 p. p. 16
5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 amount owing in the following. 3 EfficiencyOne Evidence, February 27, 2015, page 55. agreement. 3 DATE FILED: April 10, 2015

AI summary The document references an agreement and includes a citation to EfficiencyOne evidence from February 27, 2015, page 55, and notes the date filed as April 10, 2015.

& lt;sup>4 Please refer to Figure 4.1 on page 34 herein. p. p. 16
& lt;sup>4 Please refer to Figure 4.1 on page 34 herein. 1  A decision on the allocation and recovery of costs of any approved DSM Plan 2 from NS Power be deferred until an application is made by NS Power. 3 4  E1's request for the estab...

AI summary The text outlines several decisions related to the Demand Side Management (DSM) Plan, including deferring cost allocation until an application is made, rejecting requests for a reserve fund and a change in cost-effectiveness testing methodology, and establishing standardized filings for future DSM applications.

1 2.0 INTRODUCTION p. p. 16
1 2.0 INTRODUCTION 2 3 As a result of recent amendments to the Public Utilities Act (Nova Scotia) ("Act"), the 4 Province of Nova Scotia has created a franchise system for the supply of cost-effective 5 energy efficiency and conservation a...

AI summary Nova Scotia amended the Public Utilities Act to create a franchise system for energy efficiency (DSM) programs. NS Power and E1 could not finalize a 3-year Supply Agreement due to disagreements over DSM quantity, cost, and E1's autonomy. NS Power supports DSM for stable prices but opposes E1's flexibility in altering plans, citing testimony from David Pickles.

7 Navigant, 2014 IRP, Nova Scotia 2015 ‐ 2040 Demand Side Management (DSM) Potential Study , Presented to Efficiency Nova Scotia Corporation, NSUARB M05522/P-884.14, January 7, 2014. p. p. 16
7 Navigant, 2014 IRP, Nova Scotia 2015 ‐ 2040 Demand Side Management (DSM) Potential Study , Presented to Efficiency Nova Scotia Corporation, NSUARB M05522/P-884.14, January 7, 2014. 1 period, customer impacts can be mitigated by implement...

AI summary NS Power is seeking approval for a Supply Agreement for the provision of Energy Efficiency Conservation Agreements (EECAs) and emphasizes the need for transparency and accountability from E1, now a regulated public utility, in justifying its DSM Plan. The Act requires that the Board ensure the agreement is in the best interests of customers.

9 Please refer to Appendix A, Direct Testimony of David Pickles, April 10, 2015, page 27, lines 16-19. p. p. 16
9 Please refer to Appendix A, Direct Testimony of David Pickles, April 10, 2015, page 27, lines 16-19. 1 insufficient details to allow a robust review nor meaningful consideration of 2 alternatives. E1 did not provide these plans. 3 4 • NS...

AI summary NS Power submitted an Information Request (IR) to E1, requesting a DSM plan within an annual $20 million investment level. E1 refused to provide such a plan, citing lack of development during the 2016-18 DSM Resource Plan process and the time required for modeling. David Pickles testified that it is common for energy efficiency planners to evaluate various program scenarios and expenditure levels.

Section 18 p. p. 16
& lt;sup>10 E1 (NSPI) IR-14(a), March 27, 2015, page 1, lines 22-25. 11 Please refer to Appendix A, Direct Testimony of David Pickles, April 10, 2015, page 19, lines 13-20. assess the impacts, if any, which result if E1 is not able to clai...

AI summary E1 refused to provide data on the impact of not claiming ITCs and failed to compare DSM plans as requested by NS Power. NS Power criticized E1's use of flat load profiles instead of hourly 8760-hour DSM profiles, which contradicted the ELRAM model and the Final 8760 profile.

Section 19 p. p. 16
onth). NS Power also questions whether the information is correct since it does not correspond to the Final 8760 profile provided in conjunction with E1's Electric Resource Assessment Model ("ELRAM"). NS Power had requested E1 provide cert...

AI summary NS Power disputes the accuracy of information provided by E1, citing discrepancies with the Final 8760 profile in ELRAM. NS Power requested historical data on customer participation and custom projects to assess the cost-effectiveness of DSM programs, but E1 refused, claiming the data was not relevant and too difficult to consolidate.

& lt;sup>14 E1 (NSPI) IR-19 and IR-21, March 27, 2015. p. p. 16
& lt;sup>14 E1 (NSPI) IR-19 and IR-21, March 27, 2015. 1 provided to NS Power in the aggregate, making it extremely difficult for NS 2 Power to perform any type of substantive analysis on it. 3 4  E1 provides minimum detail on which to as...

AI summary The document highlights concerns raised by NS Power regarding the insufficient detail provided in E1's DSM plan application, making it difficult to assess the program's merits and reasonableness of costs. NS Power suggests the need for a standardized filing process for future DSM applications.

Preamble p. pp. 16-120
3 Affordability of electricity service is of paramount concern to NS Power customers. This 4 is evident through NS Power engagements with our customers and stakeholders, both in 5 regulatory forums such as General Rate Applications and the...

AI summary NS Power emphasizes the affordability of electricity service for customers and highlights the impact of demand-side management (DSM) on rate pressure. The company notes that removing the energy efficiency charge from bills has left no dedicated funding for DSM, and additional DSM spending increases revenue requirements, thereby raising rates. NS Power seeks to balance DSM efforts with cost-effectiveness to avoid economic impacts on the province.

16 3.1 DSM Spending Levels p. p. 16
16 3.1 DSM Spending Levels 17 18 NS Power understands and agrees cost-effective and affordable DSM can provide long 19 term value to customers. Through our partner, Clean Nova Scotia, NS Power will 20 finance efficiency upgrades for an est...

AI summary NS Power agrees that cost-effective and affordable DSM can provide long-term value to customers. They plan to finance efficiency upgrades for 6,600 low-income homeowners through Clean Nova Scotia, using up to $37 million over 10 years, funded by shareholders. This initiative aims to address affordability concerns without passing costs to customers.

DATE FILED: April 10, 2015 Page 15 of 51 p. p. 16
DATE FILED: April 10, 2015 Page 15 of 51 $2032.^{17}$ Any proposal which would obligate NS Power to p ay for addit ional DSM I in the near-ter m requires careful scr utiny and consider ation. 1 2

AI summary The text discusses the need for careful scrutiny of proposals that would obligate NS Power to pay for additional DSM (Demand Side Management) initiatives in the near term.

Section 25 p. p. 16
Included with the direct evidence of David Pickles (Appendix A, Attachment A) is a copy of a report prepared by ICF International ("ICFI") for NS Power (Review of Nova Scotia Energy Savings Portfolio). The Report reviews E1's energy saving...

AI summary The ICF International report reviews Nova Scotia's energy savings portfolio, noting that DSM spending in Nova Scotia is higher than any other Canadian jurisdiction on a per capita basis and among the highest on a per customer basis. The report compares Nova Scotia's spending with other provinces and highlights the proposed spending levels by NS Power during the Contract Period.

p. p. 16
2015 PLAN DSM SPEND PROVINCE YEAR $DSM/CAPITA $DSM/CUSTOMER $DSM/CAPITA $DSM/CUSTOMER NOVA SCOTIA 2014 41.05 77.21 41.37 77.81 BRITISH COLUMBIA 2014 25.97 62.82 31.96 77.29 MANITOBA 2012 22.39 51.02 20.44 47 14 NEW BRUNSWICK 2013 22.07 47....

AI summary The table compares the 2015 DSM spend per capita and per customer across various provinces in Canada, including Nova Scotia, British Columbia, Manitoba, New Brunswick, Ontario, Quebec, Saskatchewan, and Newfoundland and Labrador, with data from different years.

Section 27 p. pp. 16-17
3 In addition to Nova Scotia having the highest spending level on DSM, the ICFI Report 4 also reveals the unit cost of DSM is comparatively expensive relative to other 19 Please refer to Appendix A, Attachment B, Review of NS Energy Saving...

AI summary The document discusses the high unit cost of Demand Side Management (DSM) in Nova Scotia compared to other Canadian jurisdictions. It references figures showing the 2015 budgeted DSM first year unit cost per kWh for E1 and highlights that Nova Scotia's installed DSM costs have consistently been higher than those in other provinces.

Section 28 p. pp. 17-19
Savings Portfolio , April 8, 2015, page 6. 22 E1 (NSPI) IR-35, March 27, 2015. 1 2 In each year, Nova Scotia's cost of installed DSM has been higher than that in other Canadian jurisdictions.23 3 4 23 ENS has filed for approval of its cost...

AI summary Nova Scotia's cost of installed Demand Side Management (DSM) has been higher than in other Canadian jurisdictions. ENS collected $8.8 million in excess DSM costs in 2014, which raises concerns about recovery and whether these costs should have been collected in the first place.

24 Please refer to Appendix A, Attachment B, Review of NS Energy Savings Portfolio , April 8, 2015, page 15. p. p. 19
24 Please refer to Appendix A, Attachment B, Review of NS Energy Savings Portfolio , April 8, 2015, page 15. • In the E1 DSM Plan, E1 is now requesting $0.29 to $0.31/kWh, although they were able to achieve an actual delivered cost of $0.2...

AI summary E1 is requesting a higher DSM Plan cost of $0.29 to $0.31/kWh, despite achieving $0.26/kWh in 2014. The increase is attributed to high unit costs from low-income homeowner programs and full HST costs, which are expected to be reduced in 2016 through ITCs.

Section 30 p. p. 19
10 11 12 13 14 8 1 2 3 4 5 6 7 In its initial evidence for the 2013-2015 DSM Plan Evidence, E1 proposed an increase in installed DSM costs. 25 Actual results to-date show that E1 actually achieved significantly lower costs than proposed. T...

AI summary The document discusses the performance of E1's 2013-2015 DSM Plan, noting that actual costs were significantly lower than initially proposed. It compares E1's costs to Manitoba Hydro's programs and highlights that E1's 2015 DSM programs are among the highest-cost in Canada, while the Canadian average is around $0.25/kWh. NS Power argues that a robust program can align with this average.

Section 31 p. p. 19
BC, MB, and NB. Alberta is not included as it does not provide DSM. & lt;sup>29 Please refer to Appendix A, Attachment B, Review of NS Energy Savings Portfolio, April 8, 2015, page 6. those of other DSM providers30 1 and that there may als...

AI summary The text discusses Nova Scotia's Demand Side Management (DSM) investment levels compared to other Canadian provinces, noting that Nova Scotia has the highest investment. It references a report showing that the 2015 DSM plan proposes 1.1% savings of electricity sales and highlights the cost and payback period for DSM programs.

Section 32 p. pp. 19-22
is, and accounting for the time value of money, the 22 collective payback period for recovering these up-front DSM costs is approximately 7 23 years. 24 DATE FILED: April 10, 2015 Page 22 of 51 30 Please refer to Appendix A, Attachment B,...

AI summary The text discusses the payback period for DSM costs, noting a 7-year mid-term realization of benefits but near-term rate pressures. It highlights concerns about intergenerational inequity and cost recovery limits under Section 79M(6) of the Act, and notes that not all customers benefit from DSM in the short-term, raising affordability concerns.

33 DSM measure effects are assumed to be realized on average midway through the year. As a result, recognized first year savings are 50% of the annual thereafter. p. p. 22
33 DSM measure effects are assumed to be realized on average midway through the year. As a result, recognized first year savings are 50% of the annual thereafter. 1 products and services that they do not personally use, but which may benef...

AI summary The text discusses the assumption that DSM measure effects are realized midway through the year, leading to first-year savings being 50% of annual savings. It also raises concerns about indirect benefits to lower-income customers from products and services they do not personally use.

5 3.2 Lowering the Cost of DSM p. p. 22
5 3.2 Lowering the Cost of DSM 6 7 NS Power submits that the level of investment proposed in the E1 DSM Plan is not 8 required in the near-term and only adds unnecessary upward pressure on rates in the near 9 term. Energy efficiency improv...

AI summary NS Power argues that the E1 DSM Plan's proposed investment is unnecessary in the near term, risking increased rates. They suggest lower-cost alternatives like selecting cost-effective measures, promoting energy efficiency codes, and leveraging market adoption of efficient technologies to reduce long-term program costs.

20 (a) Selection of Lower Unit Cost Options (Measures and Programs) p. p. 22
20 (a) Selection of Lower Unit Cost Options (Measures and Programs) 21 22 E1's primary DSM planning tool in the development of the E1 DSM Plan was the 23 ELRAM. This is a proprietary spreadsheet-based model developed by Navigant 24 which u...

AI summary NS Power analyzed E1's DSM Plan using ELRAM and found that selecting lower unit cost measures could reduce costs significantly. E1's consultants argue that only choosing the lowest cost measures is not viable, but other Canadian utilities achieve lower unit costs. NS Power urges E1 to explore lower-cost options, noting E1's refusal to prepare such plans for analysis.

(b) Codes and Standards p. p. 22
(b) Codes and Standards Energy efficiency improvements can also be achieved in ways other than through rate-payer-funded DSM, such as through the enhancement of codes and standards and financing. E1 has indicated its support for, and parti...

AI summary NS Power and E1 (NSPI) advocate for enhancing energy efficiency through codes and standards, reducing reliance on DSM incentives. Strengthening appliance and building codes can improve efficiency and address cross-subsidization issues without direct incentives.

7 (c) Eliminate Adoption of Emerging Technologies at High Costs p. pp. 22-27
7 (c) Eliminate Adoption of Emerging Technologies at High Costs 8 9 With continual improvements in appliance efficiency standards and building 10 codes, the market increasingly adopts more efficient technologies and the cost of 11 these te...

AI summary The document argues that emerging technologies, like LED lighting and solar PV, become more affordable over time due to market trends and economies of scale. NS Power contends that subsidizing early adoption in Nova Scotia is costly, as the province's small market cannot influence technology maturation. Waiting until costs decrease through larger market adoption is more economically efficient.

4 (d) Elimination of Market Dampening Subsidies p. p. 27
4 (d) Elimination of Market Dampening Subsidies 5 6 Enabling market penetration of energy efficient products is a key function of 7 DSM. Emerging products and market transforming industries can benefit from 8 subsidies. However, the effici...

AI summary The text discusses the potential negative impacts of subsidies on market efficiency, noting that while subsidies can support emerging energy-efficient technologies, they may stifle competition and economic growth. It references NS Power's acknowledgment of intervenors in the proceeding and suggests that past ENS programs may have created inefficiencies in the local lighting market.

17 3.3 Affordability from a System Planning Perspective p. p. 27
17 3.3 Affordability from a System Planning Perspective 18 19 Through the course of the 2014 IRP, the Company analyzed revenue requirements 20 resulting from a variety of different DSM profiles. NS Power has further considered the 21 affor...

AI summary NS Power analyzed the affordability of DSM profiles via NPV of revenue requirements over time horizons. The $22M annual DSM plan (Contract Period) yields the lowest long-term NPV beyond 2030, while the $25M plan (CRP 1-1) is more affordable in the short term. NS Power argues this balances cost-effectiveness and rate stability.

Figure 3.6: Ranking of CRPs p. pp. 27-32
Figure 3.6: Ranking of CRPs low and low to a mid-investment level. In terms of a revenue requirement analysis, the Low DSM energy and capacity savings for the $22 million expenditure plan again demonstrates superior near term affordability...

AI summary The text discusses the affordability and cost-effectiveness of different Demand Side Management (DSM) expenditure levels in the context of the 2014 Integrated Resource Plan (IRP). It highlights that the 'Low' DSM energy and capacity savings plan offers superior near-term affordability while remaining cost-effective beyond 2030.

p. p. 32
1 4.0 ANALYSIS OF NS POWER'S DSM REQUIREMENTS 2 3 4.1 NS Power System Requirements 4 5 The 2014 IRP tested 3 alternative levels of DSM expenditure with capacity and energy 6 savings based on ENS's DSM potential study with 25 year spending...

AI summary The 2014 Integrated Resource Plan (IRP) tested three levels of Demand Side Management (DSM) expenditure, with capacity and energy savings based on ENS's DSM potential study. It did not aim to optimize annual DSM spending but indicated that a more detailed examination of DSM would follow to prepare a near-term plan. Figure 4.1 shows that DSM savings of about 100 GWh per year could allow NS Power to avoid adding generation capacity until 2032.

Figure 4.1: NS Power System Requirements Based on 2014 IRP Assumptions 44 1 p. p. 32
Figure 4.1: NS Power System Requirements Based on 2014 IRP Assumptions 44 1 2014 IRP No DSM Plan CRP01-01-FGD-R01 Low DSM CRP2-17 FGD CRP Mid DSM/FGD Half-Low DSM Base DSM (Synapse Model) 2015 2016 2017 ML Oct 2017 ML Oct 2017 ML Oct 2017...

AI summary This table outlines NS Power's system requirements based on the 2014 Integrated Resource Plan (IRP) assumptions, comparing different scenarios including the implementation of a Demand Side Management (DSM) plan. It includes details on power generation, infrastructure projects, and net present value (NPV) figures for various years.

5.0 ALTERNATIVE DSM PLAN p. p. 32
5.0 ALTERNATIVE DSM PLAN

AI summary The section outlines an alternative Demand Side Management (DSM) plan, referencing regulatory entities and prior planning documents. Key entities include the Nova Scotia Utility and Review Board (NSUARB) and ICF International, with acronyms like IRP and DSM central to the discussion.

5.1 NS Power's Alternative DSM Plan p. p. 32
5.1 NS Power's Alternative DSM Plan E1 did not develop or model any DSM investment scenarios lower than that contained in the proposed E1 DSM Plan. NS Power had requested E1 develop different plan scenarios, including one within an annual...

AI summary NS Power requested E1 (NSPI) to model lower DSM investment scenarios but was declined. E1's analysis lacks quantitative evaluation of lower expenditure options, limiting informed decision-making. NS Power proposes an alternative DSM plan aligned with Canadian benchmarks, emphasizing affordability and cost-effectiveness.

1 From a planning perspective, the difference between the alternative DSM scenario which p. p. 32
1 From a planning perspective, the difference between the alternative DSM scenario which 2 NS Power produced and the E1 DSM Plan is approximately 35 GWh a year on average. 3 This represents only approximately 0.3 percent of NS Power's tota...

AI summary The difference between the alternative DSM scenario produced by NS Power and the E1 DSM Plan is approximately 35 GWh per year, representing 0.3% of NS Power's total load. However, the cost difference is nearly $20 million annually, which is 1.5 to 2% of customer rates.

Section 49 p. p. 32
7 NS Power acknowledges that there could be enhancements to this approach that would 8 benefit from further modeling and input from E1, especially if program costs can be 9 achieved at similar levels to 2014 actuals, as opposed to the high...

AI summary NS Power suggests that a $22 million DSM plan over the Contract Period would be more affordable than E1's plan and deliver significant long-term benefits. It recommends E1 design such a plan with savings of approximately 100 GWh per year and present it for consideration. NS Power also references David Pickles' testimony for alternate assumptions and modeling.

DATE FILED: April 10, 2015 Page 39 of 51 p. p. 32
DATE FILED: April 10, 2015 Page 39 of 51 1 6.0 FORM OF AGREEMENT 2 3 Since September 2014, NS Power worked to negotiate a Supply Agreement with E1 that 4 served the best interests of NS Power's customers taking into account the issues of b...

AI summary NS Power negotiated a Supply Agreement with E1 but could not agree on key terms, including the quantity and cost of DSM deliverables. NS Power does not support the proposed level of DSM or its associated contract price, finding it inconsistent with Canadian standards and unaffordable for ratepayers.

30 acceptable to NS Power. In order for NS Power to forecast its load requirements and p. p. 32
30 acceptable to NS Power. In order for NS Power to forecast its load requirements and 1 effectively manage the provision of capacity and energy, the Company requires annual 2 DSM performance, measurement and reporting. 3

AI summary NS Power requires annual Demand Side Management (DSM) performance, measurement, and reporting to effectively forecast load requirements and manage the provision of capacity and energy.

18 6.2 Schedule B – Compensation p. p. 32
18 6.2 Schedule B – Compensation 19 20 E1 takes the position that the Supply Agreement should effectively be a fixed price 21 contract based on the total deliverable at the end of the Contract Period. E1 is paid 22 monthly and this would e...

AI summary E1 argues that the Supply Agreement should be a fixed price contract based on total deliverables at the end of the Contract Period, while NS Power believes the contract price should be allocated annually with adjustments for unspent funds.

49 EfficiencyOne Evidence, February 27, 2015, page 44. p. p. 32
49 EfficiencyOne Evidence, February 27, 2015, page 44. 1 discretion to make significant adjustments to the approved E1 DSM Program without any 2 further input from NS Power, the Board, or other stakeholders. Such changes could 3 include la...

AI summary The text discusses concerns about the potential for significant adjustments to the approved DSM Program by EfficiencyOne without input from NS Power, the Board, or stakeholders, which could affect implementation and cost distribution among customers. Appendix C includes draft forms of Schedules 'A' and 'B' based on an alternate DSM plan proposed by NS Power.

1 8.0 RATE IMPACT, BILL IMPACT AND PARTICIPATION RATES p. p. 32
1 8.0 RATE IMPACT, BILL IMPACT AND PARTICIPATION RATES 2 3 As part of the E1 DSM Plan, E1 filed a Rate and Bill Impact analysis as Appendix C to 4 its Application. NS Power and other stakeholders had provided feedback on the Rate and Bill...

AI summary E1's Rate and Bill Impact Model (RBIM) does not account for the recovery of fixed costs lost due to reduced energy consumption from DSM programs, leading to an incomplete and understated analysis of rate and bill impacts. NS Power has pointed out this critical issue and supports future improvements to the model.

51 EfficiencyOne Evidence, February 27, 2015, Appendix D, page 2. p. p. 32
51 EfficiencyOne Evidence, February 27, 2015, Appendix D, page 2. 1 9.0 RESERVE FUND 4 program delivery. In terms of termination or expiration of the franchise, the Act 5 is clear. The term of the franchise is 9 years. This gives the franc...

AI summary EfficiencyOne (E1) discusses risk factors related to the termination of its franchise and potential reduction in funding sources for its Demand Side Management (DSM) programs. E1 proposes ratepayer funding to mitigate these risks, but NS Power argues that such a proposal lacks evidence and is premature.

DATE FILED: April 10, 2015 Page 48 of 51 p. p. 32
DATE FILED: April 10, 2015 Page 48 of 51 1 11.0 ICFI EVIDENCE 2 3 To assist in its analysis of the E1 DSM Plan, NS Power engaged ICFI to carry out a 4 separate review and provide testimony. Attached hereto as Appendix A is a copy of the 5...

AI summary NS Power argues that the proposed E1 DSM Plan is not cost-effective or affordable for Nova Scotians. While recognizing the long-term benefits of DSM, NS Power suggests a reduced investment level during the Contract Period, estimating annual spending of approximately $22 million would achieve energy savings of 100 GWh per year and avoid the need for additional generation capacity until 2032.

1 I. INTRODUCTION p. p. 32
1 I. INTRODUCTION - 2 Q. PLEASE STATE YOUR NAME. - 3 A. My name is David K. Pickles. My business address is 7160 North Dallas - 4 Parkway, Suite 340, Plano, Texas 75024. I am employed by ICF - 5 International ("ICF"), as Senior Vice Presid...

AI summary David K. Pickles, Senior Vice President of ICF International, testifies on behalf of Nova Scotia Power Inc. before the Nova Scotia Utility and Review Board. He outlines his 25-year experience in Demand Side Management (DSM) programs, energy efficiency initiatives, and integrated resource planning across multiple U.S. states.

13 A. I find that: p. p. 32
13 A. I find that: - 14 The program information provided by EfficiencyOne is insufficient for 15 regulatory approval and contract development, and I recommend that 16 EfficiencyOne be directed to provide additional information; - 17 The re...

AI summary The findings indicate that EfficiencyOne's program data lacks sufficiency, cost justification, and breadth. The board recommends enhanced data submission, broader program evaluation, alternative DSM portfolio analysis, improved reporting standards, and expanded performance targets. These issues require corrective action for regulatory approval.

15 Appropriateness of the Proposed DSM Program Portfolio p. p. 32
15 Appropriateness of the Proposed DSM Program Portfolio - 17 Q. HAVE YOU REVIEWED EFFICIENCYONE'S APPLICATION AND 18 PROPOSED PORTFOLIO OF DSM PROGRAMS? - 19 A. Yes, I have reviewed the Application and proposed programs and find 20 three...

AI summary The reviewer identifies three issues with EfficiencyOne's DSM program proposal: incomplete information, potential excessive budgets, and insufficient alternate scenarios. Recommends rejecting the plan and evaluating alternatives.

1 Reasonableness of the Proposed Costs p. p. 32
1 Reasonableness of the Proposed Costs 2 - 3 Q. WHY DO YOU BELIEVE THAT THE COSTS OF CERTAIN PROGRAMS - 4 MAY BE EXCESSIVE? - 5 A. Given the limited information provided with respect to each program 6 discussed above, it is difficult to ma...

AI summary The witness questions the reasonableness of EfficiencyOne's proposed program costs, suggesting they may be higher than those of other DSM providers. Benchmarks from 2013 and adjusted for inflation are referenced to compare costs between 2013 and 2016-2018.

1 Table 1. Residential DSM Portfolio Cost Benchmarks p. p. 32
1 Table 1. Residential DSM Portfolio Cost Benchmarks Rank State/ Province Program Administrator Data Type Year 2016 CAD/ kWh 1 WI Wisconsin Focus on Energy Actual 2013 $0.12 2 ON PowerStream Actual 2013 $0.16 3 ME Efficiency Maine Actual 2...

AI summary Table 1 presents residential DSM portfolio cost benchmarks from 2013 to 2018, comparing programs across various provinces and territories. EfficiencyOne's planned costs for 2016-2018 are modeled by Navigant, while other programs use actual data from 2013. The data highlights cost variations among different program administrators.

3 Table 2. Non-Residential DSM Portfolio Cost Benchmarks p. p. 32
3 Table 2. Non-Residential DSM Portfolio Cost Benchmarks Rank State/ Province Program Administrator Data Type Year 2016 CAD/ kWh 1 MB Manitoba Hydro Actual 2013 $0.07 2 WI Wisconsin Focus on Energy Actual 2013 $0.14 3 BC BC Hydro Actual 20...

AI summary Table 2 presents non-residential DSM portfolio cost benchmarks from various provinces and states, including EfficiencyOne's planned costs for 2016-2018. The data shows the cost per kilowatt-hour for different program administrators, with EfficiencyOne's modeled cost being higher than other provinces' actual costs in 2013.

Table 3. Residential DSM Program Cost Benchmarks1 1 p. p. 32
Table 3. Residential DSM Program Cost Benchmarks1 1 Rank State/ Province Program Administrator Data Type Program Name Year 2016 CAD/ kWh 1 BC BC Hydro Actual Residential Rate Structures 2013 $0.01 2 ON Toronto Hydro Actual HVAC Incentives...

AI summary Table 3 presents cost benchmarks for residential demand-side management (DSM) programs across various provinces and states, including Nova Scotia's EfficiencyOne programs. The table lists programs, administrators, data types, years, and associated costs per kWh.

1 Table 4. Non-Residential DSM Program Cost Benchmarks p. p. 32
1 Table 4. Non-Residential DSM Program Cost Benchmarks Rank State/ Province Program Administrator Data Type Program Name Year 2016 CAD/ kWh 1 BC BC Hydro Actual C&I Distribution Rate Structures 2013 $0.00 2 MB Manitoba Hydro Actual Bioener...

AI summary Table 4 presents non-residential DSM program cost benchmarks from various provinces, including Nova Scotia's EfficiencyOne programs, highlighting cost per kWh for different initiatives from 2013 to 2018.

1 This review finds that: p. p. 32
1 This review finds that: - 2 The EfficiencyOne portfolio ranks among the highest in DSM 3 spending per capita and spending per customer - 4 EfficiencyOne has the most expensive programs in $ per first year 5 kWh - 6 EfficiencyOne's actual...

AI summary This review highlights that EfficiencyOne's Demand Side Management (DSM) programs have high per capita and per customer spending, with the most expensive programs in terms of cost per kWh. Actual spending and energy savings have deviated significantly from planned values, as illustrated in Table 5.

10 Table 5. Comparison of DSM Program Costs in Canada p. p. 32
10 Table 5. Comparison of DSM Program Costs in Canada ACTUAL 2015 PLAN DSM SPEND PROVINCE YEAR $DSM/CAPITA $DSM/CUSTOMER $DSM/CAPITA $DSM/CUSTOMER NOVA SCOTIA 2014 41.05 77.21 41.37 77.81 RITISH COLUMBIA 2014 25.97 62.82 31.96 77.29 MANITO...

AI summary Table 5 compares DSM program costs in Canada across provinces, showing Nova Scotia's 2014 DSM costs per capita and per customer, along with the 2015 plan's projected costs. Other provinces like British Columbia, Manitoba, and Quebec are also included with their respective years and cost metrics.

16 Range of Scenarios Considered p. p. 32
16 Range of Scenarios Considered - 18 Q. WHAT RANGE OF DSM PROGRAM TYPES DID EFFICIENCYONE 19 CONSIDER? - 20 A. According to Company IR-12(b) the only programs considered by 21 EfficiencyOne were the six included in the final proposal, alo...

AI summary EfficiencyOne considered only a limited range of DSM program types and expenditure levels in its proposal, excluding many low-cost programs and not conducting quantitative analysis on demand response programs. The expert testimony suggests that a broader range of programs and expenditures should have been considered for a more cost-effective and balanced portfolio.

1 Q. COULD YOU PLEASE ILLUSTRATE THE CONSIDERATION OF p. p. 32
1 Q. COULD YOU PLEASE ILLUSTRATE THE CONSIDERATION OF 2 ALTERNATE PROGRAM ASSUMPTIONS AND EXPENDITURE 3 LEVELS? 4 A. Yes. In order to illustrate the potential impact of considering alternate 5 policy and program assumptions, ICF and NSP de...

AI summary The witness explains that ICF and NSP developed alternate scenarios using EfficiencyOne's ELRAM model to assess the impact of different program assumptions, including the exclusion of non-cost-effective measures. The witness argues that including a large number of non-cost-effective measures is not justified.

Section 89 p. p. 32
1 Scenario B: Which is the same as Scenario A and produces similar 2 energy savings, with the exception that program 3 implementation costs are allowed to vary plus or minus 20% 4 relative to the EfficiencyOne assumptions. In addition 5 in...

AI summary Scenario B allows program implementation costs and incentive costs to vary within a +/-20% range relative to EfficiencyOne assumptions, with specific exceptions for solar and fridge/freezer recycling incentives. This leads to a range of participation rates and costs, from which the least expensive option is selected as the preferred portfolio.

Section 90 p. p. 32
hodology and a 21 distribution of potential outcomes is developed. The optimum 22 value from this distribution (i.e., the least expensive) is 23 chosen as the preferred portfolio for this scenario. 1 2 Scenario C: The "NS Power Alternate S...

AI summary The document outlines four scenarios for energy efficiency planning, including the 'NS Power Alternate Scenario' and modifications to target energy savings and participation floors. These scenarios are analyzed using the ELRAM model, with results summarized in Table 6.

Table 6. Summary of Alternate DSM Scenarios p. p. 32
Table 6. Summary of Alternate DSM Scenarios Scenario Assumption Changes Three Ye ar Impacts Name Assumption Changes GWH MW $M TRC E1 None 405.9 62.5 $ 121.5 2.0 Α Eliminate TRC's < 1.0 387.0 59.8 $ 110.0 2.2 Eliminate TRC's < 1.0 В Allow i...

AI summary Table 6 outlines various Demand Side Management (DSM) scenarios with different assumptions and their impacts on energy savings, costs, and TRC. Scenario A, which eliminates non-cost-effective measures, reduces portfolio costs by ~10% with a small reduction in energy savings.

Section 92 p. p. 32
The TRC benefit cost ratio also improves from 2.0 to 2.2. The impact of permitting reasonable variations in program costs and incentives (Scenario B) is to permit slightly lower energy savings and program costs relative to Scenario A. The...

AI summary The TRC benefit cost ratio improves from 2.0 to 2.2. Scenario B allows for slightly lower energy savings and program costs compared to Scenario A. Scenario C provides 279 GWh and 33.0 MW of savings at a cost of $65.4 million. The analysis relies on ELRAM's participation forecasting algorithms to predict customer response to different program offerings and incentive levels.

1 Table 7. Summary of Scenario C (Company's Alternate Scenario) Impacts p. p. 32
1 Table 7. Summary of Scenario C (Company's Alternate Scenario) Impacts Cumulative Cost ($Millions) Peak Demand (MW) Cumulative (GWh) TRC Ratio Program Name E1 Case C % Diff. E1 Case C % Diff. E1 Case C % Diff. E1 Case C % Diff. RES‐Applia...

AI summary Table 7 presents the impacts of Scenario C, the company's alternate scenario, on various programs and enabling strategies. It shows cumulative costs, peak demand, and cumulative energy usage for different program categories, highlighting significant differences in cost and demand reductions compared to the baseline (E1). The TRC ratio also shows an increase in some cases.

1 Table 8. Summary of Scenario D Impacts p. p. 32
1 Table 8. Summary of Scenario D Impacts Cumulative Cost ($Millions) Peak Demand (MW) Cumulative (GWh) TRC Ratio Program Name E1 Case D % Diff. E1 Case D % Diff. E1 Case D % Diff. E1 Case D % Diff. Efficient Products (Res) $ 7.83 $ ‐ 4.47...

AI summary Table 8 summarizes the impacts of Scenario D on various programs, showing reductions in cumulative costs, peak demand, and energy consumption compared to the baseline (E1). The table highlights the percentage differences in cost, demand, and energy usage across different programs, with overall reductions of up to 51% in cumulative costs and 25% in energy consumption.

11 Q. HOW DO YOU RECOMMEND THE UARB PROCEED? p. p. 32
11 Q. HOW DO YOU RECOMMEND THE UARB PROCEED? 12 A. I recommend that EfficiencyOne be directed to engage with NSP to 13 consider a broad range of program types and program expenditures, that 14 consider trade-offs between various policy obj...

AI summary The expert recommends that EfficiencyOne collaborate with NSP to evaluate diverse program types and expenditures, balancing policy objectives like rate impact, equity, and long-term resource needs. This process aims to ensure the UARB's approval of DSM portfolios reflects balanced, substantiated decisions.

13 Adequacy of the Description of the Scope of Services p. p. 32
13 Adequacy of the Description of the Scope of Services 14 15 Q. WHAT DESCRIPTION OF THE PROPOSED PROGRAMS AND SCOPE 16 OF WORK IS PROVIDED BY THE APPLICATION? 17 A. The most detailed description of the proposed programs is provided in 18...

AI summary The description of proposed programs in the application is criticized for being too brief and lacking necessary details to assess appropriateness, track implementation, or ensure delivery of promised activities. The response highlights the need for more detailed program descriptions and budget information to support prudence evaluation and contract development.

- 20 A description of the measures to be included in the program, including 21 specification of the qualifying efficiency level(s) and assumed baseline 22 technology p. p. 32
- 20 A description of the measures to be included in the program, including 21 specification of the qualifying efficiency level(s) and assumed baseline 22 technology 1  A description of the incentive to be provided, including the dollar 2...

AI summary The text outlines the requirements for describing the measures included in a program, focusing on the specification of efficiency levels, baseline technologies, and the structure of incentives, including their amounts, recipients, and conditions.

Section 101 p. p. 32
- 10 A description of the target market, including size and key 11 characteristics - 12 A description of any activities to recruit, support, monitor, and perform 13 QA/QC on trade allies or other market participants - 14 A count of all maj...

AI summary The text outlines requirements for describing the target market, activities for recruiting and supporting market participants, program achievements, marketing budgets, staffing plans, and metrics for energy savings and participation by measure.

- 22 Annual budget detail, including at least the following categories: 23 incentives (cash), incentives (free/discounted services), administration, p. p. 32
- 22 Annual budget detail, including at least the following categories: 23 incentives (cash), incentives (free/discounted services), administration, 1 marketing, EM&V, QA/QC, application/incentive processing, IT, and 8  Expenditure by cat...

AI summary The text discusses the need for detailed annual budget reporting, including categories like incentives and administration, and recommends quarterly filings for certain data to monitor the development of the DSM resource effectively.

1 Appropriateness of the Requested Flexibility p. p. 32
1 Appropriateness of the Requested Flexibility 2 3 Q. EFFICIENCYONE REQUESTS THE FLEXIBILITY TO MAKE 4 SIGNIFICANT CHANGES TO THE APPROVED PLAN (INCLUDING 5 ACTIONS SUCH AS ADDING A NEW PROGRAM, TERMINATING A 6 PROGRAM, AND INCREASING/DECR...

AI summary EfficiencyOne requests flexibility to make significant changes to the approved DSM plan without requiring approval from NSP and the UARB. The response argues this would give EfficiencyOne too much discretionary control, risking the effectiveness of the DSM resources and potentially affecting equity, rates, and costs. Most jurisdictions require UARB review for such changes.

18 change program designs, budget, or goals – and many provide no p. p. 32
18 change program designs, budget, or goals – and many provide no 1 terms of the Agreement. Further, I recommend against attaching the 2 "program change" process to the APR process, since this may 3 unnecessarily delay important revisions....

AI summary The text discusses the need for flexibility in program designs, budgets, and goals, suggesting a mechanism to address this. It outlines specific triggers for flexibility, such as changes exceeding 5% in energy savings or budget, and proposes a process involving the UARB and NSP for approval.

5 Performance Standards, Annual vs. 3-year Goals, and Remedies p. p. 32
5 Performance Standards, Annual vs. 3-year Goals, and Remedies - 7 Q. WHAT PERFORMANCE TARGETS DOES EFFICIENCYONE PROPOSE 8 TO ESTABLISH FOR THE PROPOSED PROGRAMS? - 9 A. EfficiencyOne proposes two "Performance Targets": 1) cumulative annu...

AI summary EfficiencyOne proposes performance targets for its programs, including cumulative annual energy and demand savings measured over a three-year period (2016-2018), with a 90% threshold for meeting targets. It also plans to report on additional program indicators such as incremental savings, lifetime savings, ratepayer benefits, spending, and customer satisfaction annually.

1 Table 9. Comparison of Performance Targets and Indicators p. p. 32
1 Table 9. Comparison of Performance Targets and Indicators Reporting Level Performance Metric Unit E1 ICF Energy Savings Annual Incremental (each year) GWh ○ ● Cumulative Annual (over 3 years) GWh ● ● Lifetime Savings GWh ○ ○ Peak Demand...

AI summary Table 9 compares performance targets and indicators for Energy Savings, Peak Demand Savings, and other metrics across different reporting levels (Portfolio and Program) for E1 and ICF. It outlines which metrics are used as annual performance indicators and whether they have targets.

ENERGY EFFICIENCY PROGRAMS, POLICY, AND IMPLEMENTATION p. p. 32
ENERGY EFFICIENCY PROGRAMS, POLICY, AND IMPLEMENTATION For a confidential Southwestern electric utility, provided a detailed assessment of DSM cost recovery mechanisms including financial modeling of alternative DSM cost recovery, lost mar...

AI summary ICF International provided energy efficiency and DSM program analysis, cost recovery modeling, regulatory filings, and stakeholder engagement for multiple utilities and states, including Entergy, Maryland Energy Administration, Hawaii Electric Light Company, and others. Services included DSM potential studies, rate design assessments, and shareholder incentive mechanisms.

Attachment A Page 2 of 6 2016-2018 DSM NS Power Evidence Appendix A Page 45 of 100 p. p. 32
Attachment A Page 2 of 6 2016-2018 DSM NS Power Evidence Appendix A Page 45 of 100 Developed DSM program filings (including DSM potential, detailed program designs, regulatory filing and benchmarking documents, and full implementation serv...

AI summary The text details Mr. Pickles' work on demand-side management (DSM) programs for multiple utilities, including regulatory filings, energy efficiency initiatives, and financing programs. Projects span program design, cost-effectiveness analysis, and evaluations for utilities like Exelon, Delmarva Power, and Maui Electric, with a focus on compliance, implementation, and regulatory engagement.

Attachment A Page 3 of 6 2016-2018 DSM NS Power Evidence Appendix A Page 46 of 100 p. p. 32
Attachment A Page 3 of 6 2016-2018 DSM NS Power Evidence Appendix A Page 46 of 100 For multiple clients, prepared an analysis of innovative DSM in a competitive environment. Mr. Pickles provided a summary and analysis of innovative approac...

AI summary Mr. Pickles conducted analyses of demand-side management (DSM) programs for multiple clients, including assessments of rate impacts, rebate/loan program comparisons, and design of energy efficiency rate structures (e.g., time-of-use, interruptible rates). Work involved evaluating effectiveness, equity, and regulatory compliance across utilities in Wisconsin, Indiana, Hawaii, and Guam.

Review of Nova Scotia's Energy Savings Portfolio p. pp. 100-101
Review of Nova Scotia's Energy Savings Portfolio April 8, 2015 Submitted to: Nova Scotia Power Submitted by: ICF International 300-1090 Homer Street Vancouver, British Columbia V6B 2W9 Tel: +1 778.375.2347 Fax: +1 778.375.2301 canada@icfi....

AI summary A 2015 review of Nova Scotia's Energy Savings Portfolio, submitted by ICF International to Nova Scotia Power, evaluates energy efficiency programs under the 2014 Integrated Resource Plan (IRP) and Energy Efficiency Conservation Agreement (EECA). The analysis focuses on Demand Side Management (DSM) and regulatory frameworks involving the Nova Scotia Utility and Review Board (NSUARB).

Purpose p. p. 101
Purpose The following report reviews Efficiency Nova Scotia's energy savings portfolio in the context of other electricity demand side management (DSM) portfolios in the region with a focus on Canada. The report is intended to assist Nova...

AI summary This report evaluates Efficiency Nova Scotia's energy savings portfolio alongside regional DSM initiatives, aiming to support Nova Scotia Power Incorporated's (NSPI) DSM efforts. It focuses on Canada's electricity demand management context and NSPI's pursuit of DSM strategies.

Background p. p. 101
Background Through the "Electricity Efficiency and Conservation Restructuring (2014) Act", which amended the Public Utilities Act (Nova Scotia) ("Act"), the design and implementation of DSM programs have now become the responsibility of a...

AI summary The 2014 Electricity Efficiency and Conservation Restructuring Act amended Nova Scotia's Public Utilities Act, transferring DSM program responsibility to franchise holders effective 2015. Efficiency Nova Scotia Corporation (ENSC) assumed this role during the 2015 transition year, as outlined in Section 79C(2) of the Act.

Context and Limitations p. p. 101
Context and Limitations The unique nature of DSM programs (given utilities and program administrators with differing objectives, between individual programs within a single program administrator, between outwardly similar programs at diffe...

AI summary The text discusses challenges in evaluating Demand Side Management (DSM) programs due to differences in design, objectives, and metrics across utilities and program administrators. Variations in program structure, customer demographics, and regulatory environments complicate peer group analysis. Metrics remain unadjusted for factors like accounting practices and weather zones, limiting comprehensive comparisons.

Organization of this Report p. p. 101
Organization of this Report Following the outline of Scope (Section 2) and Approach (Section 3), this report presents the summary Results of the Research (Section 4) and closes with a Discussion of Efficiency Nova Scotia's Energy savings P...

AI summary This report outlines its structure, including sections on Scope, Approach, Research Results, and a discussion of Efficiency Nova Scotia's energy savings portfolio. It emphasizes the organization of findings and analysis related to energy efficiency initiatives.

Summary of Insights p. p. 101
Summary of Insights - The ENSC portfolio ranks highest on the list of jurisdictions reviewed for DSM spend per capita and per customer. - ENSC has the highest first year cost per kWh of energy savings of the jurisdictions reviewed. - Withi...

AI summary ENSC leads Canada in DSM energy savings and per capita spend but has high first-year costs per kWh. Nova Scotia plans the highest electrical DSM investment relative to energy sales. Despite industrial sector's cost-effectiveness, ENSC lacks targeted programs. ENSC's diverse DSM portfolio includes costly elements, and performance variances may impact system planning.

2 Scope p. p. 101
2 Scope The following DSM program administrators were chosen for research. While mostly Canadian administrators were chosen, Efficiency Maine was added due to proximity to NS. A cross section of sizes, maturities, regulatory environments a...

AI summary The scope section outlines the selection of DSM program administrators across Canada, including Efficiency Maine for proximity to Nova Scotia. Key data points researched include utility sales, DSM savings, and program performance. A complete dataset was not found due to limited public information availability.

4 Results of the Research p. p. 101
4 Results of the Research The following exhibits present a consolidated view of the research findings: - Exhibit 1: DSM Program Administrator Actual and Planned $DSM/capita and $DSM/customer - Exhibit 2: 2015 First Year Cost Comparison ($/...

AI summary The research findings show that Nova Scotia's DSM program expenditure per capita and per customer in 2015 was higher than other jurisdictions reviewed. Exhibits provide data on DSM program administrator costs, energy savings, and cost-effectiveness. Nova Scotia's DSM portfolio is discussed in detail in Section 5 of the research.

Exhibit 1: DSM Program Administrator Actual and Planned $DSM/capita and $DSM/customer5,6,7 p. p. 101
Exhibit 1: DSM Program Administrator Actual and Planned $DSM/capita and $DSM/customer5,6,7 ACTUAL DSM SPEND 2015 PLAN DSM SPEND PROVINCE YEAR $DSM/CAPITA $DSM/CUSTOMER $DSM/CAPITA $DSM/CUSTOMER NOVA SCOTIA 2014 41 .05 77.21 41 .37 77.81 BR...

AI summary Exhibit 1 provides a comparison of actual and planned demand-side management (DSM) spending per capita and per customer across various provinces in Canada, including Nova Scotia, British Columbia, Manitoba, and others. The exhibit highlights spending figures for 2014 and earlier years, with Exhibit 2 detailing first-year costs for 2015.

Section 143 p. p. 101
Exhibit 2: 2015 First Year Cost Comparison ($/kWh of Planned Savings)8,9, 10 A better representation of the cost per kWh would factor in the program administrator's discount rate and consider the average measure life of the various measure...

AI summary The exhibit compares the 2015 first-year costs per kWh of planned energy savings across different provinces. It notes that ENSC, BC Hydro, and Efficiency Maine use different metrics to calculate cost per kWh, with ENSC having some of the highest costs. The exhibit also includes weighted averages and upper and lower cost limits based on planned savings.

Section 144 p. pp. 101-110
anies is presented for a six year period (2015 – 2020). 9 The DSM Plan for Manitoba Hydro includes electricity and gas savings. Only the electricity DSM has been considered in this report. 10 EfficiencyOne and Efficiency Maine have not bee...

AI summary The text discusses the evaluation of demand-side management (DSM) programs across various jurisdictions, highlighting Nova Scotia's leadership in DSM energy savings as a portion of energy sales. It also notes the exclusion of certain programs and data sources from the analysis and provides context on factors influencing energy savings and spending variations.

Section 145 p. pp. 110-111
being offered, the policy and legislation in effect, the avoided cost and the conservation culture of the region. 15 This exhibit uses electricity sales from the most recent year reported. 16 DSM Plan for Efficiency New Brunswick presents...

AI summary This text discusses the allocation of DSM costs in Nova Scotia, highlighting that industrial customers, despite contributing significantly to sales, only account for a small portion of DSM program participation and cost recovery. It suggests that a combined BNI and industrial program may be influencing participation rates.

Section 146 p. pp. 111-112
6/17). Similarly, the DSM Plan for Ontario is presented for a six year period (2015 – 2020). 20 EfficiencyOne and Efficiency Maine have not been included in the calculation of the average. Exhibit 7: 2015 Sector Breakdown of the Program Im...

AI summary The text discusses the structure and scope of Demand Side Management (DSM) plans in various jurisdictions, noting that Efficiency Nova Scotia's BNI programs serve both commercial and industrial customers and that ENSC offers one of the most comprehensive DSM portfolios in Canada, which may influence higher initial program costs.

Exhibit 8: A Categorization of DSM Program Offerings across Jurisdictions 21,22 p. p. 112
Exhibit 8: A Categorization of DSM Program Offerings across Jurisdictions 21,22 cotiv stal dr o SaskP ,48 , O .ec ' th maine percentage of rotal ٥,, wer Pak. CIES Quebec vet 'exl ! th Maine Perentage of Total 14 lo. The o' arii o, va in 94...

AI summary Exhibit 8 categorizes Demand Side Management (DSM) program offerings across various jurisdictions, highlighting the prevalence of different types of programs such as prescriptive, existing home, new home, low income, appliance retirement, and demand response programs. It also includes statistics on the percentage of total programs offered in different regions.

5 Discussion of Efficiency Nova Scotia's Energy Savings Portfolio p. p. 112
5 Discussion of Efficiency Nova Scotia's Energy Savings Portfolio RatepayerͲfunded DSM programs have been delivered to Nova Scotia's electricity customers since 2008. The first three years of programming were administered by NSPI and, in l...

AI summary Nova Scotia's electricity customers have had ratepayer-funded DSM programs since 2008, initially administered by NSPI and later transferred to ENSC (now EfficiencyOne). ENSC, a government-created third-party entity, ensures cost-effective electricity savings for customers.

History of Results p. pp. 112-118
History of Results Nova Scotia began increasing its investment in DSM program delivery in 2008. In the first year of program activity the reported annual savings were 42 GWh, and by 201324, when program activities had fully ramped up, cumu...

AI summary Nova Scotia began increasing its investment in DSM programs in 2008, resulting in energy savings that grew from 42 GWh in 2008 to 611 GWh by 2013. Exhibits show cumulative energy and demand savings, as well as increasing utility costs of saved energy and higher DSM installation costs compared to other Canadian jurisdictions.

Programs and Pricing p. p. 118
Programs and Pricing The proposed mix or DSM activities in 2015 leverages a diverse mix of approaches, channels and partners and includes "enabling strategies".

AI summary The proposed 2015 DSM activities include a diverse mix of approaches, channels, and partners, with an emphasis on enabling strategies to support program implementation.

ENSC's DSM portfolio includes residential and business, nonͲprofit, and institutional (BNI) programs: p. p. 118
ENSC's DSM portfolio includes residential and business, nonͲprofit, and institutional (BNI) programs: Residential34 BNI35 Efficient Product Rebates (includes components ƒ marketed as Instant Savings and Appliance Retirement); Existing Resi...

AI summary ENSC's DSM portfolio includes residential and BNI programs, with a focus on efficient product rebates and direct installation. The portfolio is 31% residential and 69% commercial, though no targeted industrial programs exist despite the 2015Ͳ2040 DSM Potential Study indicating industrial savings as the most cost-effective.

Section 156 p. pp. 118-120
The ENSC portfolio ranks highest on the list of jurisdictions reviewed for DSM spend per capita and per customer and also appears to have the highest DSM expenditure relative to savings. Exhibit 15 shows the verified cost per kilowattͲhour...

AI summary The ENSC portfolio has the highest DSM spend per capita and per customer, with Exhibit 15 showing verified cost per kilowatt-hour of ENSC's programs over the past three years. More detailed cost effectiveness tests are required to evaluate individual measures and programs within the portfolio.

Appendix A DSM Program Implementer Profiles p. p. 120
Appendix A DSM Program Implementer Profiles Efficiency Nova Scotia Business Structure Franchise DSM Funding Mechanism DSM Cost Recovery Rate, Rate Smoothing Adjustment Population Served Number of Customers Planned DSM Savings C, 31% 942,70...

AI summary This appendix outlines the DSM Program Implementer Profiles for Efficiency Nova Scotia, detailing its business structure, funding mechanisms, customer base, and DSM savings targets. It includes financial data such as planned and actual DSM costs, savings, and energy usage metrics.

Section 158 p. p. 120
40 Nova Scotia Power email from Nicole Cadek, FW: Most recent publically available sales actuals, February 5, 2015 41 Efficiency Nova Scotia Corporation, Evidence of ENSC As DSM Administrator – Revised July 3, 2014

AI summary This document references an email from Nova Scotia Power and evidence submitted by Efficiency Nova Scotia Corporation regarding their role as a Demand Side Management (DSM) administrator. The documents are part of a regulatory proceeding.

42 Nova Scotia 2015 DSM Plan M06247 Decision p. p. 120
42 Nova Scotia 2015 DSM Plan M06247 Decision BC Hydro Business Structure Crown Corporation DSM Funding Mechanism Deferred for future rate recovery Planned DSM Savings R, 16% I, 52% Population Served 4,631,302 Year DSM Started 1989, 200844...

AI summary The 2015 DSM Plan by BC Hydro outlines funding mechanisms, savings goals, and customer participation across residential, commercial, and industrial sectors. It includes deferred rate recovery, savings targets, and various programs such as refrigerators buy-back, lighting incentives, and smart meter infrastructure.

Section 160 p. p. 120
44 Following the 2007 Long Term Acquisition Plan (LTAP), BC Hydro reset the reporting of energy savings. 45 BC Hydro Quick Facts, https://www.bchydro.com/content/dam/BCHydro/customerͲ portal/documents/corporate/accountabilityͲreports/finan...

AI summary The text references BC Hydro's 2007 Long Term Acquisition Plan (LTAP), which led to a reset in the reporting of energy savings. It also cites various documents, including Quick Facts, Revenue Requirements Rate Applications, and Service Plans, related to BC Hydro's operations and regulatory filings.

SaskPower Business Structure Crown Corporation p. p. 120
SaskPower Business Structure Crown Corporation DSM Funding Mechanism Rate Recovery Population Served Number of Customers 1,106,200 500,922 Year DSM Started Last year of IRP 2008 Internal Process Planned DSM Savings I, 26% R, 33% C, 41% Res...

AI summary The document discusses SaskPower's demand-side management (DSM) funding mechanism and related metrics, including population served, planned DSM savings by sector, utility sales, DSM plan costs, and savings ratios. It provides data from 2013 to 2015, showing the cost per capita and customer, as well as savings percentages.

51 Final Independent Report for the Saskatchewan Rate Review Panelon SaskPower's 2014Ͳ2016 Rate Plan, Forkast Consulting, 2014 p. p. 120
51 Final Independent Report for the Saskatchewan Rate Review Panelon SaskPower's 2014Ͳ2016 Rate Plan, Forkast Consulting, 2014 Manitoba Hydro Business Structure Crown Corporation DSM Funding Mechanism Profits on export, rates targeted at c...

AI summary This document provides a summary of Manitoba Hydro's business structure, DSM funding mechanism, and energy efficiency programs. It includes data on customer numbers, DSM savings, utility sales, and DSM plan costs and savings. The document references a 2014 annual report and provides financial and operational metrics related to energy efficiency initiatives.

57 Manitoba Power 2013Ͳ2016 Power Smart Plan, p. p. 120
57 Manitoba Power 2013Ͳ2016 Power Smart Plan, OntarioͲIndependent Electricity System Operator (IESO) Business Structure "IESO works collaboratively with local distribution companies and other partners to deliver conservation programs throu...

AI summary The document outlines the Ontario Independent Electricity System Operator (IESO) and its role in delivering conservation programs through a systems benefit charge. It details the IESO's business structure, DSM funding mechanisms, customer numbers, and energy efficiency programs. The 2015-2020 DSM plan is outlined with financial figures and savings targets.

65 Ibid. p. p. 120
65 Ibid. Hydro Quebec Business Structure Crown Corporation DSM Funding Mechanism Rate Recovery Population Served Number of Customers 8,154,000 4,142,000 Planned DSM Savings Year DSM Started Last year of IRP 2013 Not Available R, 34% I, 34%...

AI summary This table presents information about Hydro Quebec's business structure, demand-side management (DSM) funding mechanism, and key DSM metrics including planned savings, customer numbers, and cost per capita and per customer. It also references annual reports and other data sources for further details.

69 Plan Gobal En Efficacity Energetique Budget 2015, http://publicsde.regieͲenergie.qc.ca/projets/282/DocPrj/RͲ3905Ͳ2014ͲBͲ 0038ͲDemandeͲPieceͲ2014_08_01.pdf, Accessed January 30, 2015 p. p. 120
69 Plan Gobal En Efficacity Energetique Budget 2015, http://publicsde.regieͲenergie.qc.ca/projets/282/DocPrj/RͲ3905Ͳ2014ͲBͲ 0038ͲDemandeͲPieceͲ2014_08_01.pdf, Accessed January 30, 2015 Efficiency New Brunswick Business Structure Crown Corp...

AI summary The document compares energy efficiency programs in New Brunswick and Nova Scotia, focusing on the DSM funding mechanism, customer numbers, and efficiency targets. It highlights differences in program structures, funding, and performance metrics between the two regions.

73 The 2014/15Ͳ2016/17 Energy Efficient Plan prepared for the New Brunswick Department of p. p. 120
73 The 2014/15Ͳ2016/17 Energy Efficient Plan prepared for the New Brunswick Department of Business Structure Private DSM Funding Mechanism Rate Recovery Population Served 510,000 Number of Customers 256,000 Cumulative DSM Savings Year DSM...

AI summary The document outlines the 2014/15Ͳ2016/17 Energy Efficient Plan for New Brunswick, including funding mechanisms, customer statistics, and DSM savings. It provides data on population served, customer numbers, and cumulative savings, as well as financial figures related to DSM plans and energy sales.

77 Ibid. p. p. 120
77 Ibid. Efficiency Maine Business Structure Independent Administrator governed by a stakeholder Board of Trustees with oversight from the Maine Public Utilities Commission. DSM Funding Mechanism System Benefits Charge Population Served 1,...

AI summary The text provides a table with details about Efficiency Maine's business structure, DSM funding mechanism, and key metrics such as population served, customer numbers, and DSM savings. It also includes data on utility sales and DSM plan costs and savings.

Appendix B References p. p. 120
orts/bcͲhydroͲannualͲ reportͲ2013.pdf, accessed January 28, 2015. BC Hydro Conservation Potential Review 2007ͲCombined Potential Report BC Hydro F2015 to F2016 Revenue Requirements Rate Application, https://www.bchydro.com/content/dam/BCHy...

AI summary The document lists regulatory filings, reports, and evaluations related to energy efficiency, resource planning, and revenue requirements by BC Hydro and Efficiency Nova Scotia Corporation. Key topics include demand-side management (DSM), integrated resource planning (IRP), and regulatory proceedings. Entities involved include BC Hydro, Efficiency Nova Scotia Corporation, and Econoler.

MeasureLevel Results for Baseline E1 and Optimized Case D Scenarios p. p. 120
MeasureLevel Results for Baseline E1 and Optimized Case D Scenarios Pro m T gra ype Sub ͲPro gra m Me asu re Mo del Bui ldin g T ype End Use Cat ego ry Sto ck T tme nt rea Dem and (kW ) Ene rgy (M Wh ) Tot l. Cos al I mp t ($ ) usin eba 1...

AI summary The document presents MeasureLevel results comparing baseline E1 and optimized Case D scenarios for energy efficiency programs, including demand-side management rebates and lighting controls in commercial office buildings. The data includes metrics such as demand (kW), energy (MWh), and total cost impact ($).

(Tables to be populated by E1, based on the final 2016‐2018 DSM Plan as approved by the UARB.) p. p. 120
(Tables to be populated by E1, based on the final 2016‐2018 DSM Plan as approved by the UARB.) Total 2016-2018 Program and Sub‐Component Cumulative Annual Net Energy Savings at Generator Cumulative Annual Net Demand Savings at Generator Un...

AI summary The document outlines tables for energy efficiency programs under the 2016–2018 DSM Plan approved by the UARB, including residential, business, and enabling strategies sectors, with metrics such as energy savings and unit costs. These tables are to be populated by E1.

Schedule B p. p. 120
Schedule B

AI summary Schedule B from the Nova Scotia regulatory proceeding document lists acronyms and their expansions relevant to energy efficiency, utility regulation, and resource planning. It includes organizations, programs, and regulatory frameworks involved in Nova Scotia's electricity sector.

The figure below identifies the Contract Price allocated for each year of the Term. p. p. 120
The figure below identifies the Contract Price allocated for each year of the Term. Year $M 2016 2017 2018 Total The schedule below provides the current projection of the cash requirement profile of EfficiencyOne over the term of the 2016‐...

AI summary This text outlines the allocation of the Contract Price for each year of the 2016-2018 Agreement and provides a projected cash requirement profile for EfficiencyOne. It also specifies that any unspent funds from previous years are retained by EfficiencyOne, with the surplus deducted from the current year's cash requirements.

E-8-(i)Appendix B - NSPI Alternate DSM Plan - Excel Spreadsheet 1 passage
Sheet1
Sheet1 Unnamed: 0 Unnamed: 1 2016 Unnamed: 3 Unnamed: 4 Unnamed: 5 Unnamed: 6 Unnamed: 7 Unnamed: 8 Unnamed: 9 2017 Unnamed: 11 Unnamed: 12 Unnamed: 13 Unnamed: 14 Unnamed: 15 Unnamed: 16 Unnamed: 17 2018 Unnamed: 19 Unnamed: 20 Unnamed: 2...

AI summary The table presents data related to the EfficiencyOne Plan and NSPI Alternative Plan, including metrics such as average TRC, unit cost, MWh, cost, and percentage of total DSM cost for the RES-Appliance category from 2016 to 2018.

E-9Revised Response by E1 to NSPI IR-17, Attachment 2- Excel Spreadsheet 1 passage
Deltas
Deltas Comparison of 8760 Resource Savings Profile Between Initial and Final 8760 Models (kW/ Annual kWh Savings) Unnamed: 1 Unnamed: 2 Unnamed: 3 Unnamed: 4 Comparison of 8760 Resource Savings Profile Between Initial and Final 8760 Models...

AI summary The document presents a comparison of 8760 Resource Savings Profile between initial and final 8760 models, focusing on RES-Lighting. The data shows minimal differences in kW/Annual kWh savings across various dates and times, indicating slight changes in the models.

E-10NSPI (AEC) RIRs to IR-1 to IR-5 1 passage
NON-CONFIDENTIAL
NON-CONFIDENTIAL 1 Request IR-5: 2 3 With reference to the significant reduction in NS Power's proposed overall budget for 4 efficiency programming and its concern with affordability, 5 6 How does NS Power expect low income programming act...

AI summary NS Power's proposed budget reduction for efficiency programming raises concerns about impacts on low-income renters and affordability. NS Power argues that lower costs can achieve comparable energy savings, balancing short-term affordability with long-term cost-effectiveness under the Public Utilities Act.

E-11NSPI (CA) RIRs to IR-1 to IR-41 - Redacted 46 passages
Request IR-1: p. p. 11
Request IR-1: 2 1 3 Reference: 2016-2018 DSM Plan NS Power Evidence Appendix B 4 - 5 NSPI has proposed a DSM spending of approximately $22 per year for the years 2016- - 6 2018. How was an annual DSM budget of $22 million determined to be...

AI summary NS Power justifies a $22 million annual DSM budget for 2016-2018 by aligning with the 2014 IRP and Public Utilities Act, using ELRAM scenarios, and citing consistency with Canadian jurisdictions' per-customer spending.

Revised Table 6. Summary of Alternate DSM Scenarios p. p. 11
Revised Table 6. Summary of Alternate DSM Scenarios Scenario Assumption Changes Three Year Impacts Name Assumption Changes GWH MW $M TRC E1 None 405.9 62.5 $ 121.5 2.0 Α Eliminate TRC's < 1.0 387.0 59.8 $ 110.0 2.2 В Eliminate TRC's < 1.0...

AI summary Revised Table 6 presents alternate DSM scenarios with varying assumptions, showing impacts on energy usage, capacity, costs, and TRC. Scenario C, based on an alternate proposal by NS Power, results in significantly lower energy usage and costs compared to other scenarios.

NON-CONFIDENTIAL p. pp. 11-95
NON-CONFIDENTIAL - 1 Please note, the Company has not put forward a DSM plan for the Board's approval. Rather, NS - 2 Power has requested the Board consider our Evidence and direct E1 to design a plan that would - 3 provide DSM spending of...

AI summary The Company has not submitted a DSM plan for approval but has requested the Board to consider its evidence and direct E1 to design a plan with approximately $22 million in spending, aiming for 100 GWh/year in energy savings over the 2016-18 contract period.

NON-CONFIDENTIAL p. pp. 11-95
NON-CONFIDENTIAL 1 Request IR-3: 2 3 Reference: 2016-2018 DSM Plan NS Power Evidence Appendix B 4 5 Does NSPI see any negative consequences for the longer term in focusing solely on low unit 6 costs as a determinant of where DSM investment...

AI summary NSPI is asked about potential negative consequences of focusing solely on low unit costs for DSM investment. NSPI refers to SBA IR-5 for a detailed response.

2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to Consumer Advocate Information Requests p. pp. 11-95
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to Consumer Advocate Information Requests 1 Request IR-6: 2 3 Reference: 2016-2018 DSM Plan NS Power Evidence Appendix B 4 5 Has NSPI an estimate of the net present value of energy savings...

AI summary NSPI is responding to information requests regarding its 2016-2018 DSM Plan. It estimates the net present value of energy savings at approximately $1.5 billion over 25 years. Spending is primarily focused on the BNI sector, and residential lighting with a TRC of 3.8 was not included in the plan.

Preamble p. pp. 11-89
3 Reference: 2016-2018 DSM Plan NS Power Evidence Appendix A, Attachment B 4 (a) Did NSPI carry out any other comparisons of Canadian jurisdictions with respect to electricity pricing and/or expenditures and specifically did it compare the...

AI summary The document references the 2016-2018 DSM Plan and asks NSPI whether it conducted comparisons of Canadian jurisdictions regarding electricity pricing and expenditures, specifically focusing on the cost of electricity at the margin, avoided cost, or percentage generated from domestic energy resources. It also inquires why such analysis was not conducted if it was not performed.

12 Response IR-11: p. p. 11
12 Response IR-11: 13 14 (a) Yes. NS Power compared the average monthly residential household bill as a percentage 15 of gross income per household. 16 17 18 19 Marginal electricity costs, avoided costs and domestic generation were not exp...

AI summary NSPI responded to IR-11 by comparing residential electricity bills to household income. They noted marginal costs and domestic generation were not analyzed, citing Multeese IR-5. The 2016-2018 DSM Plan (NSUARB M06733) is referenced, with no applicability for part (b).

Section 20 p. p. 11
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to Consumer Advocate Information Requests

AI summary The document refers to the 2016-2018 DSM Plan and NSPI's responses to information requests from the Consumer Advocate under NSUARB matter M06733.

Section 22 p. p. 11
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to Consumer Advocate Information Requests

AI summary This document contains NSPI's responses to the Consumer Advocate's information requests related to the 2016-2018 DSM Plan, as part of the NSUARB M06733 proceeding.

Section 28 p. p. 11
Date Filed: May 19, 2015 2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to Consumer Advocate Information Requests

AI summary The document contains NSPI's responses to the Consumer Advocate's information requests regarding the 2016-2018 DSM Plan, as part of the NSUARB M06733 proceeding.

Section 30 p. p. 11
Date Filed: May 19, 2015 1 2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to Consumer Advocate Information Requests

AI summary This document contains NSPI's responses to the Consumer Advocate's information requests related to the 2016-2018 DSM Plan, which was filed under NSUARB matter M06733.

Section 32 p. p. 11
4 5 1 2 (b) NS Power does not have a complete record of projects that were cancelled or delayed due to insufficient load growth. From a project development perspective, planning studies may identify the need for projects based on predicted...

AI summary NS Power does not have a complete record of cancelled or delayed projects due to insufficient load growth. Projects are planned based on predicted load growth but are not submitted for approval until actual load growth occurs. This information is from NSPI's response to the Consumer Advocate's information request in the 2016-2018 DSM Plan proceeding.

Section 39 p. p. 11
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to Consumer Advocate Information Requests

AI summary This document outlines NSPI's responses to information requests from the Consumer Advocate regarding the 2016-2018 DSM Plan, as part of the NSUARB M06733 proceeding.

Section 41 p. p. 11
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to Consumer Advocate Information Requests

AI summary This document outlines Nova Scotia Power Inc.'s responses to information requests from the Consumer Advocate regarding the 2016-2018 Demand Side Management Plan, as part of the NSUARB M06733 proceeding.

CONFIDENTIAL (Attachments Only) p. p. 11
CONFIDENTIAL (Attachments Only) 1 Request IR-20: 2 3 Regarding the NSPI presentation "Review of DSM Scenarios, Avoided Costs and 4 Associated Planning Analysis," February 2015, slide 5. 5 6 (a) Please provide an annual comparison of load a...

AI summary The document requests an annual comparison of load and capacity for five DSM plans, including energy savings and forecasted energy requirements, and identifies which plan aligns with the proposals of Efficiency One and NS Power in the proceeding.

Section 43 p. p. 11
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to Consumer Advocate Information Requests

AI summary This document outlines Nova Scotia Power Inc.'s responses to information requests from the Consumer Advocate regarding the 2016-2018 Demand Side Management Plan, as part of the NSUARB M06733 proceeding.

Section 46 p. p. 11
Date Filed: May 19, 2015 NSPI (CA) IR-20 Page 3 of 4 2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to Consumer Advocate Information Requests

AI summary This document outlines NSPI's responses to the Consumer Advocate's information requests regarding the 2016-2018 DSM Plan, which was subject to regulatory review under NSUARB M06733.

Section 48 p. p. 11
2 NPV values include DSM Program Administrator costs and do not include DSM Participant costs or sustaining capital.

AI summary The NPV values include the costs of the DSM Program Administrator but exclude DSM Participant costs and sustaining capital.

ELECTRONIC 2016-2018 DSM Plan CA IR-20 Attachment 1 Page 1 of 1 p. p. 11
ELECTRONIC 2016-2018 DSM Plan CA IR-20 Attachment 1 Page 1 of 1 No D SM Half-Lo w DSM Low DSM Base DSM Synapse I Mid DSM 2034 12146 0 _ 992 10174 1972 9555 2590 3251 2035 0 11203 1049 10166 2087 9523 2729 8846 3407 2036 0 1105 10161 2199 2...

AI summary The document presents a table with data related to the 2016-2018 DSM Plan, showing various metrics under different scenarios (e.g., No D, SM, Half-Lo, Low, Base, Synapse I, Mid DSM) for years 2034 to 2039. It includes percentages and numerical values across multiple categories, likely related to demand-side management programs and their impacts.

ELECTRONIC 2016-2018 DSM Plan CA IR-20 Attachment 2 Page 5 of 5 p. p. 11
ELECTRONIC 2016-2018 DSM Plan CA IR-20 Attachment 2 Page 5 of 5 Syn aps id D e M SM 5 201 201 6 201 7 201 8 201 9 202 0 202 1 202 2 202 3 202 4 5 202 202 6 202 7 202 8 202 9 203 0 203 1 203 2 203 3 203 4 5 203 203 6 203 7 203 8 203 9 TUC 1...

AI summary The document presents a table with percentages related to the 2016-2018 DSM Plan, showing varying participation rates across different categories and years. The data reflects performance metrics for various entities and programs during the specified period.

ELECTRONIC 2016-2018 DSM Plan CA IR-20 Attachment 3 Page 9 of 10 p. p. 11
ELECTRONIC 2016-2018 DSM Plan CA IR-20 Attachment 3 Page 9 of 10 Syn aps id D e M SM 201 5 201 6 201 7 201 8 201 9 202 0 202 1 202 2 202 3 202 4 202 5 202 6 202 7 TU 1 C $ $ 64. 86 $ 74. 41 $ 114 .96 $ 133 .91 $ 132 .25 $ 123 .52 $ 121 .72...

AI summary This document presents a table with financial data related to the 2016-2018 DSM Plan, including various cost figures for different categories from 2015 to 2027. The data includes monetary values for different entities and years, indicating trends over time.

ELECTRONIC 2016-2018 DSM Plan CA IR-20 Attachment 6 Page 1 of 1 p. p. 11
ELECTRONIC 2016-2018 DSM Plan CA IR-20 Attachment 6 Page 1 of 1

AI summary Attachment 6 of the 2016-2018 DSM Plan submitted by NSPI under IR-20, reviewed by the NSUARB. Involves the Consumer Advocate (CA) and focuses on demand-side management initiatives in Nova Scotia.

$111 p. p. 11
$111 REDACTED (CONFIDENTIAL INFORMATION REMOVED) CA IR-20 Attachments 9-12 have been removed due to confidentiality. ELECTRONIC 2016-2018 DSM Plan CA IR-20 Attachment 13 Page 1 of 1

AI summary The document contains a redacted section of the 2016-2018 DSM Plan, with attachments 9-12 removed due to confidentiality. Attachment 13 is included but contains no visible content beyond the heading and page reference.

Avoided Cost of DSM - No FGD Cases (Future (Nominal) Dollars) p. p. 11
Avoided Cost of DSM - No FGD Cases (Future (Nominal) Dollars) 2 0 1 4 I R P C R P M i d / N o - F G D ( Sy M de l ) na p se o 2 0 1 4 I R P B D S as e - M N F G D ( C R P 2 1 ) o - Y ea r A l A i de d nn ua vo C i C ty t ap ac os A l A i d...

AI summary The table presents the avoided cost of demand-side management (DSM) for various years under different scenarios, showing costs per kilowatt and megawatt-hour. It includes data from the 2016-2018 DSM Plan (NSUARB M06733) and NSPI responses to consumer advocate information requests.

2 Annual Partial Revenue Requirements - With FGD p. p. 11
2 Annual Partial Revenue Requirements - With FGD No DSM Plan ($K) CRP01-01-FGD-R01 Half-Low DSM ($K) Low DSM w Low DSM PA ($K) CRP2-17 FGD Base DSM ($K) CRP Mid DSM/FGD (Synapse Model) ($K) 2025 965,077 925,959 856,963 843,928 848,436 2026...

AI summary The table presents annual partial revenue requirements for Nova Scotia Power Inc. (NSPI) under various demand-side management (DSM) scenarios from 2025 to 2039, showing decreasing costs with increased DSM participation. The data is part of a regulatory proceeding involving the Nova Scotia Utility and Regulatory Board (NSUARB) and the Consumer Advocate (CA).

4 Annual Partial Revenue Requirements - Without FGD p. p. 11
4 Annual Partial Revenue Requirements - Without FGD CRP01-01-FGD-R01 Half-Low DSM ($K) Low DSM w Low DSM PA ($K) CRP2-17 FGD Base DSM ($K) CRP Mid DSM/FGD (Synapse Model) ($K) 2025 923,226 849,095 832,926 835,201 2026 953,822 874,449 855,0...

AI summary The document presents annual partial revenue requirements for Nova Scotia Power Inc. (NSPI) under various Demand Side Management (DSM) scenarios without FGD. Revenue figures are compared across 2025–2035 for different programs, with references to the 2016–2018 DSM Plan (NSUARB M06733) and NSPI's responses to the Consumer Advocate's information requests.

Revised Table 6. Summary of Alternate DSM Scenarios p. p. 11
Revised Table 6. Summary of Alternate DSM Scenarios Scenario Assumption Changes Three Year Impacts Name Assumption Changes GWH MW $M TRC E1 None 405.9 62.5 $ 121.5 2.0 Α Eliminate TRC's < 1.0 387.0 59.8 $ 110.0 2.2 Eliminate TRC's < 1.0 В...

AI summary Revised Table 6 outlines alternate DSM scenarios with varying assumptions, including the elimination of TRC's below 1.0, variations in implementation and incentive costs, and alternate proposals from NS Power. The scenarios show impacts on GWH, MW, and costs, with some scenarios significantly reducing energy savings and costs.

8 p. p. 11
8 Figures Attachment Figure 3.1: Recent and Projected DSM Spending by Canadian Province Attachment 1, also filed electronically Revised Figure 3.2: 2015 First Year Cost Comparison ($/kWh of Planned Please refer to SBA IR Savings) 14 Attach...

AI summary The document includes various figures and attachments related to demand-side management (DSM) spending, cost comparisons, and system requirements based on the 2014 Integrated Resource Plan (IRP). These materials are used to support the analysis and discussion of energy efficiency and demand-side management strategies in Nova Scotia.

ELECTRONIC 2016-2018 DSM Plan CA IR-30 Attachment 1 Page 1 of 1 p. p. 11
ELECTRONIC 2016-2018 DSM Plan CA IR-30 Attachment 1 Page 1 of 1 2013 2013

AI summary The document is an attachment related to the 2016-2018 Demand Side Management (DSM) Plan, submitted in a regulatory proceeding. It includes the year 2013 repeated twice, likely indicating a formatting or data entry issue.

Combined customers for NLPower and Nalcor p. p. 11
Combined customers for NLPower and Nalcor Number of 2015 Planned Population in Customers in Exhibit Actual DSM Colum Population Colum Customers Colum Actual DSM Spend Colu 2014 Colu Colum Plan ram Administrator Order Year Spend ($Million)...

AI summary The table presents data on demand-side management (DSM) spending and customer statistics for Nova Scotia, British Columbia, and Manitoba in various years. It includes details such as population, number of customers, and DSM spending per capita and per customer.

ELECTRONIC 2016-2018 DSM Plan CA IR-30 Attachment 3 Page 1 of 3 p. p. 75
ELECTRONIC 2016-2018 DSM Plan CA IR-30 Attachment 3 Page 1 of 3 $/kWh I $/KWh \ can no if ITCs t be HST a adjusted claime d 2011 As Filed by NSP 2011 Actuals $ 0.26 0.29 $ 0.29 $ 0.03 $ $ 0.26 0.26 2012 As Filed 2012 Actuals $ $ 0.35 0.30...

AI summary The document presents a table detailing various financial figures related to the 2016-2018 DSM Plan, including proposed and actual costs per kWh, adjustments based on ITC eligibility, and HST considerations. It also notes that actuals do not reflect real transfers from NS Power to ENS and highlights the impact of ITC approval on unit costs.

E1 Responses to NSPI Information Request (IR 35) p. p. 76
E1 Responses to NSPI Information Request (IR 35) Act ual Pro gra m Spe ndi ng inc lud ing ST Ful l H Act ual Pr ogr am Spe ndi wit h H ST ng Ad jus ted for IT Cs An l nua En erg y Sav ing s An l nua Dem and Red ion uct s Full HS T HS T a d...

AI summary This document provides a detailed table of actual program spending, energy savings, and demand savings from 2010 to 2018, including adjustments for HST and ITCs. The data reflects spending by Nova Scotia Power Inc. (NSPI) for demand-side management (DSM) programs and their impact on energy efficiency and demand reduction.

Cost per installed DSM ($/kWh) p. p. 76
Cost per installed DSM ($/kWh) $/k Wh Yea r Fir st $M GW So e fo r S h din urc pen g So e fo r S avi urc ngs 201 1 a s F iled by NS P $ 6 90$ 0.2 41. 158 .5 N SP Ev ide for 20 11 DS M P lan , Pa 10, Fig 3.2 nce ge ure NS P E vid e fo r 20...

AI summary The document presents a table detailing the cost per installed DSM ($ per kWh) from 2011 to 2018, including submitted values, funding, and supporting evidence for each year's DSM Plan. It also references various evidence documents and figures from the 2016-2018 DSM Plan.

Illustrative Model of One-time DSM investment p. pp. 76-79
Illustrative Model of One-time DSM investment DSM Investment Savings After tax WACC discount rate -40 $M 135 Gwh 1 Year DSM Investment made at end of 2015 0 2015 1 2 2016 2017 3 2018 4 2019 2 5 6 2020 2021 7 2022 8 9 2023 2024 10 2025 11 2...

AI summary The document presents a financial model evaluating a one-time Demand Side Management (DSM) investment by Nova Scotia Power Inc. (NSPI), showing energy and capacity savings, present value (PV) calculations, and economic balance over 12 years. Key metrics indicate breakeven in 2022 for energy-related savings and positive economic balance by 2022 for combined energy-capacity savings.

ELECTRONIC 2016-2018 DSM Plan CA IR-30 Attachment 6 Page 1 of 2 p. p. 80
ELECTRONIC 2016-2018 DSM Plan CA IR-30 Attachment 6 Page 1 of 2 Derivation of Figure 3.7 Partial Revenue Requirements: Fuel and Purchased Power, Thermal and Hydro O&M, Capital for new resources in the plan, DSM program administrator costs,...

AI summary The text discusses the derivation of partial revenue requirements for the 2016-2018 DSM Plan, including costs related to fuel, purchased power, thermal and hydro operations and maintenance, capital for new resources, DSM program administration, and sustaining capital.

CRP Mid/FGD p. p. 80
CRP Mid/FGD Hall LOW Dase CRF WIIU/FGD CRP CRP1-1-FGD CRP2-17-FGD No DSM Plan (Synapse) Low DSM Plan 2015 651,665 673,694 630,259 678,476 649,093 2016 667,940 685,619 650,149 689,420 662,626 2017 701,354 714,414 687,222 718,278 693,524 201...

AI summary The document presents a table with various CRP (Capacity Resource Plan) scenarios, including different DSM (Demand Side Management) plans, and their associated load values over multiple years. The data shows varying levels of energy demand and capacity requirements, with different scenarios (e.g., 'Hall LOW', 'Dase', 'Low DSM Plan') and associated figures for each year from 2015 to 2039.

Section 156 p. pp. 80-81
Base ELECTRONIC 2016-2018 DSM Plan CA IR-30 Attachment 6 Page 2 of 2 Derivation of Figure 3.7 Partial Revenue Requirements:

AI summary The document refers to the derivation of Figure 3.7, which is related to the 2016-2018 DSM Plan, and discusses partial revenue requirements in the context of the CA IR-30 Attachment 6.

Fuel and Purchased Power, Thermal and Hydro O&M, Capital for new resources in the plan, DSM program administrator costs, sustaining capital (k$) p. pp. 81-83
Fuel and Purchased Power, Thermal and Hydro O&M, Capital for new resources in the plan, DSM program administrator costs, sustaining capital (k$) Half Low Base CRP Mid/FGD cents/kWh CRP1-1-FGD CRP2-17-FGD No DSM Plan CRP Mid/FGD Low DSM Pla...

AI summary The text presents a table of fuel and purchased power costs, capital expenditures, and DSM program administrator costs over multiple years, showing variations between different scenarios such as 'No DSM Plan' and 'Low DSM Plan'. The data includes cents per kWh and percent changes compared to the 'No DSM Plan' scenario, highlighting the impact of demand-side management on costs.

ELECTRONIC 2016-2018 DSM Plan CA IR-30 Attachment 7 Page 1 of 2 p. p. 81
ELECTRONIC 2016-2018 DSM Plan CA IR-30 Attachment 7 Page 1 of 2 Derivation of Figure 3.8 Partial Revenue Requirements: Fuel and Purchased Power, Thermal and Hydro O&M, Capital for new resources in the plan, DSM program administrator costs,...

AI summary This section outlines the derivation of partial revenue requirements for the 2016-2018 DSM Plan, including fuel and purchased power, thermal and hydro operations and maintenance, capital for new resources, DSM program administrator costs, and sustaining capital.

Half Low Base Base CRP Mid/FGD p. pp. 81-83
Half Low Base Base CRP Mid/FGD CRP CRP1-1-FGD CRP2-1 CRP2-17-FGD No DSM Plan (Synance) Low DSM 2015 651,665 673,700 673,694 630,259 678,476 649,093 2016 667,940 685,665 685,619 650,149 689,420 662,626 2017 701,354 714,536 714,414 687,222 7...

AI summary The table presents various cost and load data across different scenarios including CRP, DSM Plan, and Low DSM from 2015 to 2039. The data includes financial figures and load measurements in GWh for each year, indicating variations in costs and energy consumption under different planning scenarios.

Section 160 p. p. 83
ELECTRONIC 2016-2018 DSM Plan CA IR-30 Attachment 7 Page 2 of 2 Derivation of Figure 3.8 Partial Revenue Requirements:

AI summary This text refers to the derivation of Figure 3.8, which is related to partial revenue requirements in the context of the 2016-2018 DSM Plan. It is part of an attachment submitted by the Consumer Advocate (CA) to the Nova Scotia Utility and Review Board (NSUARB).

Section 170 p. p. 89
- 3 What is the present expectation of NSPI as to what its revenue requirements will be over - 4 the next five years including 2015 (being the years 2015 through 2019)? Provide all - 5 evidence, studies or analysis relevant to NSPI's expec...

AI summary NSPI outlines its revenue requirements expectations from 2015 to 2019, referencing the 2014 IRP and suggesting that a no DSM scenario is the lowest cost option through 2020, while a DSM plan with lower costs offers better affordability and cost effectiveness beyond 2030. The company requests E1 to examine various program combinations for better DSM affordability during 2016–2018.

NON-CONFIDENTIAL p. p. 89
NON-CONFIDENTIAL 1 Request IR-35: 2 3 Identify the categories of NSPI costs which NSPI expects to increase over the period 2015 4 through 2019 and by how much NSPI expects each to increase. Provide all evidence, 5 studies or analysis relev...

AI summary The response to Request IR-35 discusses NSPI's expectation of cost increases from 2015 to 2019, emphasizing the Integrated Resource Plan (IRP) framework. It highlights that demand-side management (DSM) spending is the primary driver of increased customer costs, with the 'No DSM' profile having the lowest NPV compared to other scenarios.

Section 172 p. p. 89
& lt;sup>1 NS Power 2014 Final IRP Report, Matter Number M05522, October 15, 2014, page 8, lines 16-18. 2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to Consumer Advocate Information Requests

AI summary The text references the 2014 Final IRP Report by NS Power and the 2016-2018 DSM Plan, along with NSPI's responses to information requests from the Consumer Advocate. These documents are part of regulatory proceedings under Matter Numbers M05522 and M06733.

Section 174 p. p. 89
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to Consumer Advocate Information Requests

AI summary This document outlines NSPI's responses to information requests from the Consumer Advocate regarding the 2016-2018 DSM Plan, as part of the NSUARB M06733 proceeding.

Section 176 p. p. 89
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to Consumer Advocate Information Requests

AI summary This document outlines NSPI's responses to information requests from the Consumer Advocate regarding the 2016-2018 DSM Plan, as part of the NSUARB M06733 proceeding.

E-12NSPI (EAC) RIRs to IR-1 to IR-8 2 passages
NON-CONFIDENTIAL
NON-CONFIDENTIAL 1 • 3% Other 2 3 Per ENSC's 2015 DSM Plan Evidence – Amended July 3, 2014, Appendix C, Table 9:3 4 5 • 65% Residential 6 • 24% Commercial 7 • 9% Industrial 8 • 2% Other 3 ENSC 2015 DSM Plan Evidence - Amended July 3, 2014,...

AI summary ENSC's 2015 DSM Plan Evidence (amended July 3, 2014) allocates 65% residential, 24% commercial, 9% industrial, and 2% other energy efficiency initiatives. The data is sourced from Appendix C, Table 9:3 and Column D of the plan.

Section 5
Page 9 of the (2002) California Standard Practice Manual: Economic Analysis of Demand-Side Management Programs and Projects, defines the b/c ratio as: "The benefit-cost ratio (BCR) is the ratio of the total benefits of a program to the tot...

AI summary The document defines the benefit-cost ratio (BCR) as a measure of a demand-side management program's total benefits to its total costs over a specified time period, indicating the program's rate of return and risk level. A BCR above one suggests the program is beneficial.

E-13NSPI (E1) RIRs to IR-1 to IR-50 - Redacted 32 passages
17 p. p. 15
17 (a) (b) (b) (c) (d) Revenue Return on Regulated Net Approved Regulated Requirement Equity Earnings Range of Common ($M) (%) ($M) Return (%) Equity (%) 2005 999.9 8.70% 100.3 9.3% - 9.8% 38.1% 2006 1,106.6 9.60% 107.4 9.3% - 9.8% 39.4% 2...

AI summary The table presents revenue requirements, return on equity, regulated net earnings, and approved range of return percentages for various years from 2005 to 2014. It also references the 2016-2018 DSM Plan (NSUARB M06733) and NSPI's responses to EfficiencyOne Information Requests.

Section 4 p. p. 15
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to EfficiencyOne Information Requests

AI summary This document outlines NSPI's responses to EfficiencyOne's information requests regarding the 2016-2018 DSM Plan, which was reviewed by the NSUARB under matter number M06733.

2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to EfficiencyOne Information Requests p. pp. 15-67
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to EfficiencyOne Information Requests 1 Request IR-3: 2 3 Reference: On page 14 of its Evidence, lines 16-17, NS Power mentions "the objective of 4 lowering costs for customers" 5 6 Please...

AI summary NS Power explains that in its evidence, the term 'costs' refers to increased rates customers may face if more DSM is procured than needed or is affordable. It clarifies that this does not include long-term cost reductions from efficiency measures. NS Power also notes that DSM spending adds to rate pressure, especially with the amortization of past DSM expenditures.

NON-CONFIDENTIAL p. pp. 15-67
NON-CONFIDENTIAL 1 As shown in ENS's rate and bill impact analysis, in general, rates increase in the 2 near term when DSM investment is increased and decrease in the near term when 3 DSM investment is decreased. 1 1 ENSC response to NS Po...

AI summary The text discusses how increasing DSM investment leads to higher rates in the short term, while decreasing DSM investment results in lower rates. This is based on ENS's rate and bill impact analysis.

Section 8 p. p. 15
Date Filed: May 19, 2015 NSPI (E1) IR-3 Page 2 of 2 2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to EfficiencyOne Information Requests

AI summary The document references the 2016-2018 DSM Plan and NSPI's responses to EfficiencyOne Information Requests, as part of a regulatory proceeding under NSUARB M06733.

Section 13 p. p. 15
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to EfficiencyOne Information Requests

AI summary This document details NSPI's responses to EfficiencyOne's information requests regarding the 2016-2018 DSM Plan, as part of the NSUARB M06733 proceeding.

Section 20 p. pp. 15-17
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to EfficiencyOne Information Requests 2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to EfficiencyOne Information Requests

AI summary This document pertains to the 2016-2018 DSM Plan (NSUARB M06733) and includes NSPI's responses to EfficiencyOne's information requests. It is part of a regulatory proceeding related to demand-side management in Nova Scotia.

p. p. 17
REDACTED (CONFIDENTIAL INFORMATION REMOVED) CONFIDENTIAL E1 IR-12 Attachments 1-4 have been removed due to confidentiality and have been filed electronically. 2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to EfficiencyOne Information R...

AI summary The document references the 2016-2018 DSM Plan and NSPI's responses to EfficiencyOne information requests, with confidential attachments removed. It pertains to a regulatory proceeding involving demand-side management and Nova Scotia Power Inc.

1 Response IR-20: p. p. 17
1 Response IR-20: 2 3 (a) The DSM plan which NS Power discusses in its evidence and included as Appendix B is 4 not intended to be a detailed alternative for approval. However, for the current contract 5 period, the Company's evidence show...

AI summary NS Power discusses a DSM plan in its evidence, noting that it is not intended as a detailed alternative for approval. The plan aligns with energy and demand savings from the 'Low' DSM case, with costs between $20 and $25 million. The NPV difference between the Low DSM and Mid DSM cases is analyzed, showing $151M in savings for the Mid DSM over 25 years.

19 Comparison of Planning NPV Low DSM and Mid DSM Cases p. p. 17
19 Comparison of Planning NPV Low DSM and Mid DSM Cases Low DSM CRP Mid DSM/FGD Difference (with Half-Low PA Costs) (Synapse Model) Planning NPV $M 10,774 10,623 151 20

AI summary This section compares the Planning Net Present Value (NPV) of Low DSM and Mid DSM cases, showing a difference of $151 million. The Low DSM case includes half-low PA costs, while the Mid DSM case uses the Synapse Model.

NON-CONFIDENTIAL p. pp. 17-34
NON-CONFIDENTIAL 1 2 3 (b-c) Please refer to Attachment 1, also filed electronically. NS Power has not conducted the 4 analysis for the Low DSM case to evaluate the value of only three years of DSM (2016- 5 2018 term) over the life of the...

AI summary NS Power did not analyze the Low DSM case's value of three years (2016-2018) of DSM over measures' lifetimes. Data exists for Base and Mid DSM cases, comparing avoided generation/emissions to the No DSM case.

ELECTRONIC 2016-2018 DSM Plan EOne IR-20 Attachment 1 Page 1 of 3 p. p. 29
ELECTRONIC 2016-2018 DSM Plan EOne IR-20 Attachment 1 Page 1 of 3

AI summary The document is the first page of Attachment 1 to the 2016-2018 DSM Plan by EOne IR-20, submitted as part of a regulatory proceeding under the jurisdiction of the NSUARB. It outlines a demand-side management program involving NSPI and EfficiencyOne.

Generation Avoided for DSM Scenarios p. p. 29
Generation Avoided for DSM Scenarios Mid DSM compared to No DSM Plan Avoided Generation (GWh) 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 Solid Fuel 253 396 228 13 535 464 -34 501 505 588 547 54 -41 25 Natural Gas...

AI summary The document presents data on avoided generation for different Demand Side Management (DSM) scenarios compared to a No DSM Plan, including Mid DSM, Base DSM, and Low DSM scenarios, with detailed breakdowns of generation sources such as Solid Fuel, Natural Gas/Oil, and Net Imports across various years.

Cost of Fuel Avoided for DSM Scenarios p. p. 29
Cost of Fuel Avoided for DSM Scenarios Avoided Fuel Cost ($000) 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 Solid Fuel $ 12,216 $ 20,103 $ 11,317 $ 1,383 $ 30,238 $ 27,516 $ (2,261) $ 31,007 $ 31,911 $ 36,137 $ 35...

AI summary The table presents the avoided fuel costs ($000) for various fuel types and overall totals from 2016 to 2029. It shows fluctuations in costs for solid fuel, natural gas/oil, and net imports, with renewables contributing significantly in 2022. This data is used to evaluate the cost of fuel avoided under different Demand Side Management (DSM) scenarios.

Emissions Avoided for DSM Scenarios p. p. 29
Emissions Avoided for DSM Scenarios Mid DSM compared to No DSM Pla n Avoided Emissions 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 CO2 (kT) 262.2 400.6 254.4 21.8 523.1 462.0 -37.6 486.2 486.4 564.6 529.5 62.9 -47...

AI summary The document presents data on emissions avoided under different Demand Side Management (DSM) scenarios compared to no DSM scenarios, including CO2, SO2, and Nox emissions from 2016 to 2029. It also references a 2016-2018 DSM Plan (NSUARB M06733) and includes information requests from EfficiencyOne to NSPI regarding the Low DSM Scenario and its alignment with previous studies and models.

Section 43 p. p. 34
Avoided Cost of DSM - 2014 IRP Candidate Resource Plans

AI summary The document discusses the avoided cost of demand-side management (DSM) in the context of the 2014 Integrated Resource Plan (IRP) candidate resource plans, highlighting the role of DSM in reducing energy costs and improving efficiency.

2016-2018 DSM Plan EOne IR-21 Attachment 1 Page 1 of 1 p. p. 34
2016-2018 DSM Plan EOne IR-21 Attachment 1 Page 1 of 1 No DSM Plan CRP01-01-FGD-R01 Low DSM CRP2-17 FGD CRP Mid DSM/FGD Low DSM Half-Low DSM With Half-Low DSM Program Administrator Costs Base DSM (Synapse Model) With Low DSM Program Admini...

AI summary The document presents a comparison of different scenarios for the 2016-2018 Demand Side Management (DSM) Plan, including variations in program administrator costs and other factors. It includes a table with various projects, retirements, and capacity additions over time, along with NPV values and planning and study PV figures.

Notes: p. p. 34
Notes: These resource plans are based on 2014 IRP assumptions. Plans could be further optimized based on more recent assumptions for the near term. Half-Low DSM - Mersey Expansion not required for capacity. Added for economics. No capacity...

AI summary Resource plans based on 2014 IRP assumptions suggest no capacity additions until 2024 under Half-Low DSM, with Mersey Expansion not required. A PPA for RES is needed in 2023 but is oversized. Lingan unit retirement may free transmission for PH Biomass. Plans may be optimized with updated assumptions.

Breakout of Dollars by Energy, Capacity, and DSM Program Administrator Costs p. p. 34
Breakout of Dollars by Energy, Capacity, and DSM Program Administrator Costs 2014 IRP No DSN 4 Dian CRP-01-F GD-R01 Low DCM CRP2-1 7 FGD CRP Mid DSM/FGD NO DSI VI PIAII Half-Low DSM Low DSM Base DSM (Synapse Model) Total Cost Capacity Ener...

AI summary The document provides a breakout of costs associated with energy, capacity, and Demand Side Management (DSM) Program Administrator costs under various Integrated Resource Plan (IRP) scenarios. It includes Net Present Value (NPV) and Planning PV figures for different years and scenarios, highlighting the allocation of costs across capacity, energy, and DSM PA.

Section 50 p. p. 34
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to EfficiencyOne Information Requests

AI summary This document outlines NSPI's responses to EfficiencyOne's information requests regarding the 2016-2018 DSM Plan, as part of the NSUARB M06733 proceeding.

ELECTRONIC 2016-2018 DSM Plan EOne IR-25 Attachment 1 Page 2 of 3 REDACTED (CONFIDENTIAL INFORMATION REMOVED) p. p. 34
ELECTRONIC 2016-2018 DSM Plan EOne IR-25 Attachment 1 Page 2 of 3 REDACTED (CONFIDENTIAL INFORMATION REMOVED)

AI summary The document outlines a redacted section of Nova Scotia Power Inc.'s (NSPI) 2016-2018 Demand Side Management (DSM) Plan, submitted by EfficiencyOne (E1) under IR-25. The NSUARB is reviewing the plan, which includes program details and cost-benefit analyses, though confidential information has been removed.

Section 67 p. p. 34
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to EfficiencyOne Information Requests

AI summary This document outlines NSPI's responses to EfficiencyOne's information requests regarding the 2016-2018 DSM Plan, which was reviewed by the NSUARB under matter number M06733.

Section 72 p. p. 34
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to EfficiencyOne Information Requests

AI summary This document references the 2016-2018 Demand Side Management (DSM) Plan and Nova Scotia Power Inc.'s (NSPI) responses to EfficiencyOne's information requests, as part of the NSUARB M06733 proceeding.

Section 74 p. p. 34
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to EfficiencyOne Information Requests

AI summary The document refers to the 2016-2018 DSM Plan and NSPI's responses to EfficiencyOne's information requests, likely related to demand-side management initiatives and regulatory proceedings under the Nova Scotia Utility and Review Board.

Section 76 p. p. 34
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to EfficiencyOne Information Requests

AI summary This document discusses the 2016-2018 Demand Side Management (DSM) Plan and Nova Scotia Power Inc.'s (NSPI) responses to information requests from EfficiencyOne, as part of a regulatory proceeding under the Nova Scotia Utility and Review Board (NSUARB) matter M06733.

REDACTED p. p. 34
REDACTED 1 Request IR-38: 2 3 Reference: Appendix A, Page 7 of 100, lines 17-18. 4 5 (a) Please provide a listing of the DSM plans (not IRP submissions) developed by Mr. 6 Pickles that include a range of program options and spending levels...

AI summary The document references a request (IR-38) for a listing of DSM plans developed by Mr. Pickles, distinguishing between those that include a range of program options and spending levels and those that do not. The response notes that Mr. Pickles has not maintained a comprehensive list but provides some examples of plans that considered a range of options.

Section 82 p. pp. 34-67
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to EfficiencyOne Information Requests 2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to EfficiencyOne Information Requests

AI summary This chunk refers to the 2016-2018 DSM Plan (NSUARB M06733) and NSPI's responses to EfficiencyOne information requests, highlighting a regulatory proceeding related to demand-side management initiatives.

Section 84 p. p. 67
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to EfficiencyOne Information Requests

AI summary The document outlines NSPI's responses to EfficiencyOne's information requests regarding the 2016-2018 DSM Plan, as part of the NSUARB M06733 proceeding.

Section 88 p. p. 67
10 Response IR-40: 11 - 12 It should be noted that, although not necessarily required by the Canadian jurisdictions identified - 13 in the table, quarterly or semi-annual filings are common in U.S. jurisdictions with significant - 14 spend...

AI summary The text references the 2016-2018 DSM Plan and mentions filings related to energy efficiency programs in U.S. jurisdictions, noting that quarterly or semi-annual filings are common despite not being required in all Canadian jurisdictions.

NON-CONFIDENTIAL p. p. 67
NON-CONFIDENTIAL Jurisdiction Participation (measure count) by measure and comparison to plan Participation (individual customer count) by customer type and by program Project/ participant pipeline Energy (annual and lifetime) and demand s...

AI summary The document presents a table outlining the participation, performance metrics, and program details for various energy efficiency programs across different jurisdictions in Canada. It includes data on measure counts, customer participation, energy savings, expenditures, and complaint resolutions. The table also includes notes and references to specific entities and programs.

Section 94 p. p. 67
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to EfficiencyOne Information Requests

AI summary This document refers to the 2016-2018 Demand Side Management (DSM) Plan and Nova Scotia Power Inc.'s (NSPI) responses to EfficiencyOne's information requests, as part of the NSUARB M06733 proceeding.

ELECTRONIC 2016-2018 DSM Plan EOne IR-50 Attachment 1 Page 1 of 1 p. p. 67
ELECTRONIC 2016-2018 DSM Plan EOne IR-50 Attachment 1 Page 1 of 1 Rate Code Description Total Lights In Asset Pool pre Sale Total Lights In Asset Pool Post Sale LED L ig hts lac ed rep ‐ ‐ ‐ ‐ ‐ ‐ ‐ 2 11 726 1,3 54 1,1 83 3,2 76 1.0 Jan ‐1...

AI summary The document presents data on the number of LED lights installed and energy savings from the 2016-2018 DSM Plan by EfficiencyOne. It includes metrics such as total lights in the asset pool before and after sales, and estimated energy savings in gigawatt-hours for various months and years.

E-14NSPI (IG) RIRs to IR-1 to IR-4 2 passages
NON-CONFIDENTIAL
NON-CONFIDENTIAL 1 Request IR-1: 2 3 Does Nova Scotia Power Inc. ("NSPI") consider that interruptible rates are a form of DSM 4 in that they can be used to reduce peak demand and energy use at peak times? If no, why 5 not? 6 7 Response IR-...

AI summary Nova Scotia Power Inc. (NSPI) is asked whether interruptible rates qualify as Demand Side Management (DSM) for reducing peak demand. NSPI affirms that interruptible rates can be used to achieve this objective.

Section 4
1 NS Power 2010 DSM Application, UARB Decision, NSUARB-NSPI-P-884(2), August 4, 2009, paragraph 66.

AI summary The text references a 2010 DSM Application by NS Power and the UARB Decision dated August 4, 2009, with a specific citation to paragraph 66 of the decision.

E-15NSPI (Multeese) RIRs to IR-1 to IR-19 - Redacted 22 passages
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to Multeese Information Requests p. pp. 2-26
2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to Multeese Information Requests 1 Request IR-1: 2 3 In Section 3 beginning on page 14, NSPI discusses affordability. That discussion does not 4 appear to include any reference to customer...

AI summary NSPI responds to an information request regarding affordability in their 2016-2018 DSM Plan. They state customer bills are part of affordability, noting non-participants may face bill increases. They reference Synapse IR-21 for further analysis on rate and bill impact comparisons.

CONFIDENTIAL (Attachment Only) p. p. 2
CONFIDENTIAL (Attachment Only) 1 Request IR-2: 2 3 At page 15, Lines 18-25, NSPI discusses the $37 million it is committing over ten years, in 4 partnership with Clean Nova Scotia, to assist 6600 low income homeowners, and in its 5 conclus...

AI summary The document discusses a request for information regarding a partnership between NSPI and Clean Nova Scotia to assist low-income homeowners, including a contract and the status of negotiations. The response refers to a confidential attachment.

REDACTED p. p. 2
REDACTED 1 Request IR-4: 2 3 At page 15, Lines 18-25 NSPI discusses the $37 million it is committing over ten years to 4 assist 6600 low income homeowners. Please provide for each of 2016, 2017 and 2018, 5 6 (a) the number of customers to...

AI summary The document details a request (IR-4) for specifics on NSPI's $37 million low-income homeowner assistance program over 2016-2018, including customer numbers, spending, energy savings, and revenue impacts. The response states the Clean Foundation's program serves 660 customers annually and clarifies the $37 million is a donation not affecting revenue requirements.

Illustrative Model of One-time DSM investment p. pp. 2-8
Illustrative Model of One-time DSM investment DSM Investment Savings After tax WACC discount rate -40 $M 135 Gwh 1 Year DSM Investment made at end of 2015 0 2015 1 2 2016 2017 3 2018 4 2019 2 5 6 2020 2021 7 2022 8 9 2023 2024 10 2025 11 2...

AI summary This table presents an illustrative model of one-time demand-side management (DSM) investment, showing energy-related and energy & capacity savings, their present values, and economic balances over time from 2015 to 2027. The model highlights the financial impact of DSM investments, including net savings and cumulative benefits.

NON-CONFIDENTIAL p. pp. 8-26
NON-CONFIDENTIAL 1 Request IR-7: 2 - 3 Does the net present value of revenue requirements of any of the Candidate Resource Plans - 4 presented in Figure 3.6 on page 31 include customer costs of DSM? If so, please provide a - 5 version of F...

AI summary The response confirms that customer costs of DSM are included in the net present value of revenue requirements for Candidate Resource Plans (CRP) in Figure 3.6. A revised version of the figure excluding DSM customer costs is provided.

13 Ranking of Candidate Resource Plans Excluding Customer Costs of DSM p. pp. 8-9
13 Ranking of Candidate Resource Plans Excluding Customer Costs of DSM 14 2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to Multeese Information Requests

AI summary The document discusses the ranking of candidate resource plans excluding customer costs of Demand Side Management (DSM) under a Nova Scotia regulatory proceeding. It references the 2016-2018 DSM Plan (NSUARB M06733) and NSPI's responses to Multeese Information Requests, highlighting procedural aspects of the regulatory review.

NON-CONFIDENTIAL p. pp. 9-26
NON-CONFIDENTIAL 1 Response IR-10: 2 3 (a) Confirmed. 4 5 (b) The Company analyzed the franchise holder's 2016-2018 ELRAM and determined that 6 DSM energy and capacity savings costs could be significantly reduced such that the 7 "Low" DSM...

AI summary The Company confirmed its analysis of the franchise holder's ELRAM data, indicating that DSM energy and capacity savings costs could be reduced, allowing the 'Low' DSM levels from the Navigant study to be achievable at a lower cost. The 'low' scenario was chosen for its balance of cost effectiveness and affordability, and the Company requested alternate DSM plans but did not receive them.

1 Annual Revenue Requirements for each of the Resource Plans shown in Figure 4.1 p. p. 9
1 Annual Revenue Requirements for each of the Resource Plans shown in Figure 4.1 No DSM Plan CRP01-01-FGD-R01 Half-Low DSM Low DSM CRP2-17 FGD Base DSM CRP Mid DSM/FGD (Synapse Model) ($K) ($K) ($K) ($K) ($K) 2015 629,462 650,868 648,296 6...

AI summary The document presents annual revenue requirements for various demand-side management (DSM) plans from 2015 to 2039, including Net Present Value (NPV) and Planning and Study Present Values (PV). The data compares different DSM scenarios, such as 'No DSM Plan,' 'Half-Low DSM,' and 'Base DSM,' showing revenue requirements in thousands of dollars for each year.

2014 IRP Draft Analysis Results\ LOW DSM p. p. 16
2014 IRP Draft Analysis Results\ LOW DSM \ These are indicative results from a high level planning perspective. Can only be used to provide guidance and direction. This is not a prescriptive solution.

AI summary The 2014 IRP Draft Analysis Results present non-binding, high-level guidance for energy planning with low Demand Side Management (DSM) focus. The analysis emphasizes that these results are indicative and not a prescriptive solution for regulatory decisions.

Low DSM Input Assumptions p. p. 16
Low DSM Input Assumptions

AI summary The document section titled 'Low DSM Input Assumptions' addresses conservative estimates used in demand-side management (DSM) programs. It involves Nova Scotia Power Inc. (NSPI) and the Nova Scotia Utility and Review Board (NSUARB), focusing on DSM input assumptions within a regulatory proceeding.

Low DSM Case: p. pp. 16-17
Low DSM Case: - Base Load Forecast - Low DSM - Emissions Scenario A - Planned and committed resources are fixed in the plan (REA wind, COMFIT, Maritime Link/ Retire Lin #2) - Maximum Coal Use - Constraints - Planning reserve margin min = 2...

AI summary The Low DSM Case outlines a scenario with fixed planned resources (REA wind, COMFIT, Maritime Link/Retire Lin #2), constraints on planning reserve margins (minimum 20%), and renewable energy standards (RES) targets (25% for 2015-2019, 40% for 2020-2039). It includes emissions scenario analysis and maximum coal use considerations.

Low DSM Preliminary Results p. pp. 17-18
Low DSM Preliminary Results Low DSM at Half-Low Costs 2015 2016 2017 ML Oct 2017 Lin 2 retire 2018 2019 Mersey Redevelopment 2020 2021 2022 2023 2024 2025 TUC 1 Retire FGD (Lin 3/4 300 MW) 2026 2027 2028 2029 2030 2031 2032 TUC 2 Retire CT...

AI summary The document outlines preliminary results for Low DSM, including key events such as the retirement of various lines and turbines, the Mersey Redevelopment in 2019, and the installation of new capacity such as CT units and PHBM. It also includes planning and study PV costs.

Low DSM Preliminary Results p. p. 19
Low DSM Preliminary Results

AI summary Preliminary results of a low-demand-side-management (DSM) analysis in a Nova Scotia regulatory proceeding involving Nova Scotia Power Inc. (NSPI) and the Nova Scotia Utility and Review Board (NSUARB). The document outlines initial findings related to DSM program performance and regulatory considerations.

Low DSM Preliminary Load and Resources p. pp. 19-20
Low DSM Preliminary Load and Resources 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2030 2035 2036 2037 2038 2039 Firm Peak 1,963 1,986 2,000 2,020 2,041 2,066 2,077 2,097 2,118 2,147 2,159 2,251 2,345 2,364 2,383 2,403 2,422 DSM...

AI summary The document presents a table analyzing low DSM (Demand Side Management) preliminary load and resources over multiple years, showing trends in firm peak demand, DSM contributions, required and existing MWs, resource additions, and surplus/deficit MWs above RM (Required Margin). It also includes data on reserve margins and capacity additions.

Low DSM Preliminary Demand and DSM p. pp. 20-21
Low DSM Preliminary Demand and DSM

AI summary The document pertains to a regulatory proceeding involving Nova Scotia Power Inc. (NSPI) and the Nova Scotia Utility and Review Board (NSUARB), focusing on Low Demand Side Management (DSM) preliminary demand assessments. Key entities include NSPI, NSUARB, and DSM, with discussions centered on energy management and regulatory compliance.

Low DSM Preliminary CO 2 Emissions p. pp. 23-24
Low DSM Preliminary CO 2 Emissions

AI summary Nova Scotia Power Inc. (NSPI) is analyzing preliminary CO2 emissions under the Low Demand Side Management (DSM) program, as part of a regulatory proceeding by the Nova Scotia Utility and Review Board (NSUARB). The analysis likely addresses the environmental impact of DSM initiatives on carbon emissions.

Low DSM Preliminary SO 2 Emissions p. pp. 24-25
Low DSM Preliminary SO 2 Emissions

AI summary The document section titled 'Low DSM Preliminary SO₂ Emissions' contains no textual content, only image references. Contextual acronyms include NSPI (Nova Scotia Power Inc.), NSUARB (Nova Scotia Utility and Review Board), and DSM (Demand Side Management). No arguments, entities, or cross-references are explicitly stated in the provided text.

Low DSM Preliminary Hg Emissions p. pp. 25-26
Low DSM Preliminary Hg Emissions 2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to Multeese Information Requests

AI summary The document references the 2016-2018 DSM Plan under NSUARB matter M06733 and NSPI's responses to Multeese Information Requests. It pertains to a regulatory proceeding involving preliminary mercury emissions assessments linked to demand-side management programs in Nova Scotia.

NON-CONFIDENTIAL p. p. 26
NON-CONFIDENTIAL 1 Request IR-11: 2 3 With respect to the No DSM Plan in Figure 4.1 4 5 (a) Please provide the annual forecast of total system energy requirement and system 6 peak load assumed in this plan. 7 8 (b) Please confirm that "No...

AI summary The request (IR-11) asks for details on the 'No DSM' plan, including assumptions about energy requirements, peak load, and whether it includes efficiency improvements from code changes. The response refers to a table for information.

17 p. p. 26
17 Total System Energy Requirement Total System Peak Load Year (GWh) (MW) 2015 11,242 2,095 2016 11,351 2,112 2017 11,430 2,127 2018 11,532 2,147 2019 11,651 2,168 2020 10,704 2,127 2021 10,768 2,137 2022 10,884 2,158 2023 11,002 2,178 202...

AI summary The document presents a table showing the total system energy requirement and peak load from 2015 to 2024. It also references the 2016-2018 DSM Plan and NSPI responses to Multeese Information Requests under matter number M06733.

Section 32 p. p. 26
2 (b) Confirmed. The "No DSM" forecast is based on the load forecast provided in the 2014 3 IRP Assumptions and as such does not include any new DSM spending beyond and 4 including 2015. Energy efficiency improvements due to factors such a...

AI summary The 'No DSM' forecast assumes no new demand-side management spending beyond 2015 and incorporates energy efficiency improvements from code and standard changes. It reflects the absence of DSM savings by the administrator and includes non-administrator DSM as reflected in the IRP load forecast.

3 (ii) Annual peak demand p. p. 26
3 (ii) Annual peak demand 4

AI summary Section 3 (ii) addresses annual peak demand in the context of a Nova Scotia regulatory proceeding. Key entities involved include Nova Scotia Power Inc. (NSPI), the Nova Scotia Utility and Review Board (NSUARB), and Demand Side Management (DSM) programs. The text lacks detailed content, but the structure suggests analysis of demand management strategies and regulatory considerations.

E-16NSPI (NSUARB) RIRs to IR-1 to IR-15 8 passages
- 17 classes. p. p. 4
- 17 classes. 1 Request IR-2: 2 3 Under current legislation, the 2015 DSM program costs cannot be expensed during 2015 4 but must be recovered by NSPI over an 8-year period beginning in 2016. 5 6 (a) Please estimate the additional cost to...

AI summary The document discusses the cost recovery approach for the 2015 DSM program, which requires an 8-year recovery period starting in 2016, and the lack of a recommended approach for the 2016-18 DSM Plan. It also addresses whether NSPI has analyzed the cost of DSM programs compared to fuel and other costs, referencing a 'ceteris paribus' analysis in the IRP final report.

1 NS Power 2014 Integrated Resource Plan Final Report, NSUARB M05522, October 15, 2014, page 62. p. p. 4
1 NS Power 2014 Integrated Resource Plan Final Report, NSUARB M05522, October 15, 2014, page 62. 1 The analysis of partial revenue requirements analyzes fuel and purchased power as well 2 as the associated variable O&M. It assumes other OM...

AI summary The analysis of partial revenue requirements considers fuel, purchased power, and variable O&M costs, assuming other OM&G costs are common across plans. The proposed DSM savings and spend profile is deemed to provide the best balance between short-term affordability and long-term cost effectiveness, with the economic crossover point for higher DSM options not occurring until 2034.

NS Power, DSM Evidence, April 10, 2015, page 31, line 12 to page 32, line 12. p. p. 4
NS Power, DSM Evidence, April 10, 2015, page 31, line 12 to page 32, line 12. 1 Request IR-4: 2 3 NSPI is proposing a significantly reduced level of DSM energy savings during the 2016 to 4 2018 period. 5 6 (a) Please prepare a table estima...

AI summary NSPI is proposing a reduced level of DSM energy savings from 2016 to 2018 and has provided alternative DSM scenarios for comparison. The response includes reference to tables estimating the cost of additional generation and potential revenue from higher energy sales, as well as explanations of the calculation methodology.

Section 7 p. pp. 4-6
1 DSM Plan has an estimated cumulative NPV savings of $5.7 million more than the 2 Scenario D DSM plan over the life of the programs; however, the crossover point is 2029 3 as shown on the graph below. For the first 13 years of the period...

AI summary The Scenario D DSM plan shows higher cumulative NPV savings after 2029 compared to the existing DSM plan, but initial years show lower revenue due to reduced investment costs. The analysis uses avoided costs from long-term IRP model runs and NS Power has adopted hourly dispatch models for fuel forecasting.

13 p. p. 6
13 1 (c) Attachment 1 uses the avoided energy costs on a $/MWh, to determine the energy 2 savings over the lifetime of the 2016 to 2018 DSM programs. The annual incremental 3 energy savings for each plan are assumed to have an average meas...

AI summary The text discusses the calculation of net costs or savings for the Scenario D DSM plan and the E1 DSM plan, using avoided energy costs and assumptions about the lifespan and distribution of energy savings over time.

Section 9 p. p. 6
Ε G В F C Low DSM Plan Scenario D DSM Plan Scenario D DSM Plan Net Cost (-) or Avoided Cost Incremental Annual Cumulative Energy Savings Scenario D Net Savings (+) Energy Savings Energy Savings \ (B \ D) (E + F)of Energy DSM Investment $/M...

AI summary The document presents two scenarios (Scenario D and E1 DSM Plan) for the Demand Side Management (DSM) Plan, detailing annual net savings or costs, energy savings, and DSM investments from 2015 to 2031. The data highlights the financial implications and energy savings associated with each plan over time.

Section 10 p. p. 6
36,038 $93 2027 0 406 $37,620 $0 $37,620 2028 $98 0 406 $39,974 $0 $39,974 $0 $102 2029 0 339.5 $34,701 $34,701 2030 0 $22,113 $0 $22,113 $108 204.5 2031 $113 0 68 $7,680 $0 $7,680 \ Assumes average life of DSM measures is 12.96 years, rou...

AI summary The text presents a table showing the estimated difference in cumulative NPV between Scenario D DSM Plan and E1 DSM Plan over several years, including net costs, net savings, and revenue changes. It also includes notes about inflation adjustments and the average life of DSM measures.

1 Request IR-5: p. p. 6
1 Request IR-5: 2 3 Please explain the methodology NSPI would use to determine avoided distribution and 4 avoided transmission costs associated with DSM programs. 5 6 Response IR-5: 7 8 To estimate avoided T&D costs of DSM programming, NS...

AI summary NSPI explains that to determine avoided distribution and transmission costs from DSM programs, it would need information on peak demand reduction and other load modifications, such as customer self-generation and weather adjustments. It would then net these factors from observed peak load data to estimate DSM program contributions and assess avoided costs.

E-17NSPI (Peach) RIRs to IR-1 to IR-24 6 passages
NON-CONFIDENTIAL
NON-CONFIDENTIAL 1 Request IR-2: 2 3 Did EfficiencyOne request that the customer database be supplied to the independent 4 evaluator (Econoler), either directly by NSPI or through EfficiencyOne? 5 6 (a) If so, did NSPI provide an exact cop...

AI summary The text includes questions and responses related to data sharing practices involving EfficiencyOne, NSPI, and Econoler. It addresses whether data was provided to an independent evaluator and whether NSPI would share customer datasets with EfficiencyOne and Econoler, emphasizing privacy obligations.

Section 31
(2) These rates do not include DSM

AI summary The text indicates that the rates being discussed do not include Demand Side Management (DSM). This exclusion may have implications for how DSM programs are accounted for in the overall rate structure.

40 or as may be prescribed.
40 or as may be prescribed. 1 2 3 4 5 6 7 E1 acknowledges there may be an impact to the rates paid by NS Power customers as a result of the E1 DSM Plan. 2 As a result, NS Power believes this is all the more reason why the Board should be c...

AI summary NS Power acknowledges that the E1 DSM Plan may impact rates paid by its customers and emphasizes the need for transparency in E1's application. NS Power argues that the current level of detail provided by E1 is insufficient for proper oversight and aligns with standard industry practices. The company does not seek to remove E1's autonomy but rather to ensure a transparent regulatory framework consistent with Nova Scotia utility practices.

4 NS Power DSM Evidence, pages 9-10, April 10, 2015.
4 NS Power DSM Evidence, pages 9-10, April 10, 2015. 1 Request IR-19: 2 3 NSPI notes that it is concerned with the "description and understanding" of the scope of 4 DSM services and suggests that other jurisdictions commonly require variou...

AI summary NSPI is concerned with the scope of DSM services and suggests that other jurisdictions require detailed information. E1, despite being a new organization, has been running DSM programs and achieving targets. NS Power argues that more detailed information is needed to ensure cost-effective and affordable DSM programs as required by legislation.

Section 44
3 (c) NS Power is not opposed to the three year term of the agreement, but is concerned with 4 performance targets that are based on a three-year cumulative target rather than annual 5 deliverables. Please refer to Multese IR-13.

AI summary NS Power is not opposed to a three-year term for the agreement but is concerned about performance targets based on cumulative three-year targets rather than annual deliverables, as referenced in Multese IR-13.

1 Request IR-21:
NON-CONFIDENTIAL 1 Request IR-21: 2 3 NSPI is concerned with "providing E1 with broad decision-making authority for the 4 potential shifting of budgets among programs or altering the design of the portfolio." 5 (Reference 2016-2018 DSM Pla...

AI summary NSPI is concerned about E1's proposed authority to shift budgets and alter program designs, as well as the compensation structure tied to energy savings over a three-year period. NSPI also suggests that unused funds should be deducted from future payments or refunded to customers.

60725Notice of Hearing 1 passage
NOTICE OF HEARING
NOTICE OF HEARING EfficiencyOne has made Application to the Nova Scotia Utility and Review Board ("Board") for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between EfficiencyOne and Nova Scotia Powe...

AI summary EfficiencyOne seeks approval from the Nova Scotia Utility and Review Board for a supply agreement with Nova Scotia Power Inc. and a 2016-2018 Demand Side Management Resource Plan. The hearing details, deadlines for participation, and access to the application are outlined, with Matter No. M06733 referenced.

60726Hearing Order 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 EfficiencyOne for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between EfficiencyOne and Nova Scotia Power Inc., th...

AI summary EfficiencyOne seeks approval of a supply agreement with Nova Scotia Power Inc. for electricity efficiency activities and establishment of a final agreement, along with approval of a 2016-2018 Demand Side Management Resource Plan under the Public Utilities Act. The proceeding is before a regulatory board chaired by Peter W. Gurnham, Q.C., with members Kulvinder S. Dhillon and Roberta J. Clarke.

ORDER
ORDER WHEREAS EfficiencyOne ("E 1 ") filed an Application with the Nova Scotia Utility and Review Board ("Board") on February 27, 2015 for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between E1 and...

AI summary EfficiencyOne (E1) applied for approval of a supply agreement and a 2016-2018 Demand Side Management Resource Plan with Nova Scotia Power Inc. (NSPI). The Nova Scotia Utility and Review Board ordered a hearing on May 20, 2015, with specific procedural timelines outlined.

60881Amended Hearing Order 1 passage
IN THE MATTER OF THE PUBLIC UTILITIES ACT
IN THE MATTER OF THE PUBLIC UTILITIES ACT -and- IN THE MATTER OF AN APPLICATION by EfficiencyOne for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between EfficiencyOne and Nova Scotia Power Inc., th...

AI summary The document outlines an application by EfficiencyOne for approval of a supply agreement with Nova Scotia Power Inc. for electricity efficiency activities, along with approval of a 2016-2018 Demand Side Management Resource Plan under the Public Utilities Act.

62510Board Decision Letter re ICF International Memorandum 1 passage
To Interested Parties p. p. 0
To Interested Parties M06733 - EfficiencyOne Application for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between EfficiencyOne and Nova Scotia Power Inc., the establishment of a final agreement bet...

AI summary EfficiencyOne's application for a supply agreement with Nova Scotia Power Inc. (NSPI) involves a dispute over the admissibility of a Memorandum by David Pickles (ICF International) commenting on E1's Undertaking U-4. E1 objected to the Memorandum as new evidence, while NSPI argued it was admissible due to E1's prior failure to address incentive levels, E1's use of U-4 documentation, and the Memorandum's reliance on existing evidence rather than new expert testimony.

62745Board Decision 32 passages
R IN THE MATTER OF THE PUBLIC UTILITIES ACT p. p. 0
R IN THE MATTER OF THE PUBLIC UTILITIES ACT -and- IN THE MATTER OF AN APPLICATION for Approval of a Supply Agreement for electricity efficiency and conservation activities between EfficiencyOne and Nova Scotia Power Incorporated, the estab...

AI summary The document outlines an application for approval of a supply agreement between EfficiencyOne and Nova Scotia Power Incorporated, establishment of a final agreement, and approval of a 2016-2018 Demand Side Management Resource Plan. Key parties include applicants, counsel, and advocates involved in the regulatory proceeding under the Public Utilities Act.

Preamble p. p. 0
- [1] It is generally acknowledged that using less energy, and using energy more efficiently, is a public good, as it can result in environmental benefits, such as less reliance on fossil fuels (and thus lowering emissions), and financial...

AI summary The document outlines a regulatory proceeding regarding demand-side management (DSM) in Nova Scotia, initiated by EfficiencyOne and Nova Scotia Power Incorporated. The proceeding involved a hearing before the Nova Scotia Utility and Review Board, with various stakeholders submitting comments and participating as intervenors.

2.0 BACKGROUND p. p. 0
2.0 BACKGROUND - [6] The Board considers it useful to set out some of the background of DSM in Nova Scotia to provide some context for this Decision. - [7] For a number of years prior to 2010, NSPI included requests for approval of spendin...

AI summary The document outlines the transition of demand-side management (DSM) in Nova Scotia from NSPI to Efficiency Nova Scotia Corporation (ENSC) under the Efficiency Nova Scotia Corporation Act. The Board oversaw this transition, requiring approval for ENSC's programs and cost allocations. The 2014 EECR Act amended the PUA and repealed the ENSC Act, redefining electricity efficiency and conservation activities.

3.1 Evaluation Report of 2014 DSM Programs (Econoler) p. p. 0
3.1 Evaluation Report of 2014 DSM Programs (Econoler) [28] As in the previous year, El engaged the services of Econoler Inc. ('Econoler") to conduct independent evaluations of the 2014 DSM programs. The Econoler team collaborated with two...

AI summary Econoler evaluated Nova Scotia's 2014 DSM programs under a rolling schedule from a 2012 Settlement Agreement, collaborating with Corporate Research and Equilibrium Engineering. The evaluation focused on validating ENSC's tracked savings and covered seven programs with 16 components, with reports filed in February 2015.

3.2 Verification Report of 2014 OSM Programs (Peach) p. p. 0
3.2 Verification Report of 2014 OSM Programs (Peach) [38] As in previous years, the Board engaged the services of H. Gil Peach & Associates to conduct an independent verification of the 2014 evaluated DSM savings results. Dr. Peach filed h...

AI summary The Board commissioned H. Gil Peach & Associates to verify the 2014 DSM savings results. The report reviewed evaluation methods, program performance, and identified 20 recommendations, with seven programs exceeding targets and seven underperforming. This follows the 2013 report, which had 30 recommendations.

3.5 Proposed 2016-18 DSM Resource Plan p. p. 0
3.5 Proposed 2016-18 DSM Resource Plan

AI summary The section outlines the proposed 2016-18 Demand-Side Management (DSM) Resource Plan, focusing on energy efficiency initiatives under Nova Scotia regulatory frameworks. Key entities include Nova Scotia Power Inc. (NSPI) and legislation such as the Electricity Efficiency and Conservation Restructuring (2014) Act (EECR Act).

3.5.1 Program Development p. p. 0
3.5.1 Program Development [56] El's 2016-2018 DSM Resource Plan, as modified by the Quantum Agreement, recommends DSM investments for the three year period of: - (1) $36.9 million in 2016, - (2) $37.8 million in 2017, - (3) $38.8 million i...

AI summary El's 2016-2018 DSM Resource Plan, modified by the Quantum Agreement, recommends a total of $113.5 million in DSM investments over three years. El justifies this plan by comparing it to the Mid-DSM level plan and notes that it is consistent with past expenditures and within the $53 million allocated for DSM in 2014, which was repurposed for 2015 fuel expenses.

3.5.2 Incentives p. p. 0
3.5.2 Incentives [66] The Board, in its questioning of El's witnesses, and NSPI and the Industrial Group in their submissions, expressed significant concerns over the manner in which incentives are determined by El. It would appear from th...

AI summary The Board raised concerns about El's incentive structure for DSM programs, noting over 60% of the budget is allocated to participant incentives. Testimonies highlighted issues with justification, reasonableness, and lack of quantitative criteria. NSPI and the Industrial Group argued incentives may be excessive or poorly justified, while El's expert provided contrasting insights. The Board acknowledged concerns but found Mr. Dunsky's testimony more credible.

3.5.2.1 Findings p. p. 0
3.5.2.1 Findings [71] The CA summarized his view of the purpose of a DSM program: The basic purpose is to reduce the level of energy required by Nova Scotia in the future, both short and long term. DSM programs are an integral component in...

AI summary The Consumer Advocate emphasizes the importance of DSM programs in reducing energy demand and supporting Nova Scotia's energy strategy. The Board expresses concerns with NSPI's plan, noting reduced residential spending and a disconnect with the IRP, while favoring El's plan for better alignment with the PUA and long-term cost savings.

demand savings in most years as noted in the following chart which was prepared by Board Staff based on historical information: p. p. 0
demand savings in most years as noted in the following chart which was prepared by Board Staff based on historical information: Program Year Expenditures (S million) Savings Energy (GWh) Demand Savings (MW) Plan Actual Plan Actual Plan Act...

AI summary The document presents a table showing demand-side management program expenditures and savings from 2008 to 2015. The data includes planned and actual figures for expenditures, energy savings in gigawatt-hours, and demand savings in megawatts. The chart was prepared by Board Staff based on historical information.

3.5.3 Affordability p. p. 0
3.5.3 Affordability - [76] Having determined the parameters of a preferred plan, the Board is specifically directed by the 2014 amendments to the PUA to address the issue of affordability. The most relevant sections are Section 79L(8) and...

AI summary The Board must assess affordability of electricity efficiency programs under PUA amendments (Sections 79L(8)-(9)), shifting from traditional lowest long-term cost criteria. Affordability has long been relevant in rate shock discussions and capital expenditure reviews, with Section 79L(9) explicitly requiring affordability evaluation. The Industrial Group emphasizes affordability in its post-hearing submission.

3.5.3.1 Findings p. p. 0
3.5.3.1 Findings [88] The Board notes that the DSM amount of $33,210,000, as set by the Board for 2016, is below DSM spending in each of the last four years. It is also an amount significantly below that recommended in the IRP, and the Boa...

AI summary The Board acknowledges that the 2016 DSM amount of $33,210,000 is below recent spending levels and the IRP recommendation. It considers the amount affordable under the PUA while aligning with ratepayer interests.

Program NSPI's DSM • $22.0 million p. p. 0
Program NSPI's DSM • $22.0 million Plus 2014 ENSC surplus $8.4 million • $8.4 million still in rates 2008-09 amortization Plus • DSM $1.1 million based evidence absorbed the can be Total of NSPI, (which, on • increase in 2016) rate without...

AI summary The Board evaluates the affordability of NSPI's demand-side management (DSM) program, noting a potential revenue shortfall of approximately $2 million. It believes NSPI should be able to find offsetting savings to avoid a rate increase and would consider deferral if necessary.

3.5.4 Relationship of the Proposed 201 6-18 DSM Plan to the 2014 Integrated Resource Plan p. p. 0
3.5.4 Relationship of the Proposed 201 6-18 DSM Plan to the 2014 Integrated Resource Plan [94] During a 10-month period in 2014, NSPI developed a new IRP in collaboration with Board Staff and consultants, and in consultation with intereste...

AI summary NSPI's 2014 Integrated Resource Plan (IRP) emphasized demand-side management (DSM) to achieve cost-effective energy savings. The proposed 2016-18 DSM Plan aligns with the IRP's 'mid-DSM' scenario, which projects higher savings (519 GWh over 3 years) compared to prior DSM plans (397 GWh). The IRP process aims to balance supply-side and demand-side resources for long-term ratepayer savings.

3.5.6 Avoided Cost Analysis p. p. 0
3.5.6 Avoided Cost Analysis [101] Synapse, in its evidence, indicated that rate impact analysis should account for all factors that impact rates either positively or negatively, which would include avoided costs that might exert downward p...

AI summary The text discusses avoided cost analysis in Nova Scotia's regulatory context, emphasizing Synapse's view on rate impact analysis, E1's recognition of DSM benefits, NSPI's interest in locational avoided costs, and the Board's encouragement of collaboration. Key considerations include environmental compliance, transmission deferral, and stakeholder coordination.

3.6 Performance Targets, Indicators, and Thresholds p. p. 0
3.6 Performance Targets, Indicators, and Thresholds [108] El proposed that the performance targets be cumulative annual energy and peak demand savings at the end of the three year period at the portfolio level and the performance indicator...

AI summary El proposes cumulative energy and demand savings targets with annual reporting, a 90% threshold, and 405.9 GWh/62.5 MW targets. The Board's reduced DSM spending may affect these targets.

3.9.1 Findings p. p. 0
3.9.1 Findings [119] The Board understands that El is pursuing the input tax credits for past HST which it paid while delivering DSM services. The matter is currently before the Courts and the Board will await the decision before issuing d...

AI summary The Board acknowledges El's pursuit of input tax credits for past HST paid during DSM service delivery, noting the matter is under court review. The Board will await the court's decision before issuing directions and requires El to provide full information once the matter is resolved.

3.11 Compliance with Electricity Efficiency and Conservation Restructuring (2014) Act p. p. 0
3.11 Compliance with Electricity Efficiency and Conservation Restructuring (2014) Act [122] Section 79J of the PUA contemplates that El and NSPI will enter into an agreement for electricity efficiency and conservation. That implies to the...

AI summary The Board notes the litigious nature of the proceeding between El and NSPI over the DSM budget, emphasizing the need for good faith negotiations. Despite significant costs, a Consensus Agreement was reached post-hearing. The Board criticizes the lack of early agreement on non-budget issues and highlights the budget dispute's negative impact on negotiations, funded by ratepayers.

3.12 Establishment of a Standardized Filing for Future Applications to approve a DSM Supply Agreement p. p. 0
3.12 Establishment of a Standardized Filing for Future Applications to approve a DSM Supply Agreement [124] The Consensus Agreement proposed to establish a standardized filing for future applications by El. The parties to the Consensus Agr...

AI summary The Consensus Agreement proposes a standardized filing for future DSM Supply Agreement applications, including energy savings, cost-effectiveness analysis, and rate impact details. The DSM Advisory Group will discuss and report back to the Board. El agrees to provide technical data in future plans.

4.0 LETTERS OF COMMENT AND PUBLIC SPEAKERS p. p. 0
4.0 LETTERS OF COMMENT AND PUBLIC SPEAKERS [129] The Board received 37 letters of comment from various persons, who wrote individually or on behalf of organizations. With only two exceptions, all were supportive of El and maintaining the a...

AI summary The Board received 37 letters supporting El's DSM plan, emphasizing environmental, economic, and low-income benefits. Most advocated maintaining or increasing efficiency spending. A critique of Dr. Peach's evidence was an exception. Public speakers, including industry stakeholders and students, emphasized DSM's benefits and risks of reduced programs.

5.0 SUMMARY OF BOARD FINDINGS p. p. 0
5.0 SUMMARY OF BOARD FINDINGS [138] E1 applied to the Board for approval of its 2016-2018 DSM Plan, pursuant to s. 79J(3) of the PUA , as it was unable to reach agreement with NSPI on the terms of the Supply Agreement. E1 sought approval f...

AI summary The Board rejected the Quantum Agreement and approved a reduced DSM spending of $102.15 million over three years, a 10% reduction, due to concerns about underspending and overachievement of savings targets, aiming to improve incentive calculations.

2) DSM INVESTMENT LEVEL p. p. 0
2) DSM INVESTMENT LEVEL - a) The parties support a reduction in investment level for DSM activities over the 2016-2018 contract period from the proposed 5121.5 million to $113.5 million as follows: - I) $36.9 million in 2016 - ii) $37.8 mi...

AI summary The parties agree to reduce the investment level for Demand-Side Management (DSM) activities during the 2016-2018 contract period from 5121.5 million to 113.5 million, with specific allocations for each year.

3) EFFICIENCYONE PERFORMANCE TARGETS p. p. 0
3) EFFICIENCYONE PERFORMANCE TARGETS al EfficiencyOnes cumulative energy and demand savings targets shall be 405.9 GWh and 62.5 MW respectively, as set out in Efficiencyflne's 2016-2018 DSM Resource Plan filing.

AI summary EfficiencyOne's energy and demand savings targets are set at 405.9 GWh and 62.5 MW, as outlined in their 2016-2018 DSM Resource Plan filing under the EECR Act.

4)2016-2018 PROGRAMS p. p. 0
4)2016-2018 PROGRAMS a) The DSM programs in 2016-2018 will be as proposed in EfficiencyOne's 2016-2018 DSM Resource Plan filing.

AI summary The 2016-2018 Demand-Side Management (DSM) programs will follow EfficiencyOne's proposed DSM Resource Plan. This outlines the initiatives for energy efficiency and conservation during this period, as part of Nova Scotia's regulatory proceedings under the Electricity Efficiency and Conservation Restructuring (2014) Act.

7) COST-EFFEcTIVENESS TESTING p. p. 0
7) COST-EFFEcTIVENESS TESTING a) Through collaboration withIn the DSM Advisory Group, the parties agree to work to achieve consensus as to the methodology and assumptions of the cost-effectiveness screening test to be applied to future DSM...

AI summary The parties agree to collaborate with the DSM Advisory Group to develop a consensus on the methodology and assumptions for cost-effectiveness screening tests for future DSM Resource Plans.

9) PRINCIPLES OF EQUITY p. p. 0
9) PRINCIPLES OF EQUITY a) ALL ratepayers are entitled to an equitable opportunity to partIcipate in DSM programs. Lowincome tenants and homeowners as well as marginally viable commercial and industrial customers are some of the most diffi...

AI summary The section emphasizes that all ratepayers, including low-income and marginally viable customers, must have equitable access to DSM programs. It highlights the need for services that address barriers faced by these groups and for cost-effectiveness screening to consider additional costs.

10) NS POWER'S CHARITABLE CONTRIBUTION p. p. 0
10) NS POWER'S CHARITABLE CONTRIBUTION - a) The parties encourage Nova Scotia Power to provide the evaluated results or its low income program to the Board and to stakehotders an an annual basis and to coordinate administration and evaluat...

AI summary The parties encourage NS Power to annually report on its low-income program's results to the Board and stakeholders, coordinating with EfficiencyOne. They also agree that NS Power's charitable contribution-related DSM activities will not affect EfficiencyOne's performance targets.

Consensus Agreement p. p. 0
Consensus Agreement M06733 IN THE MATtER OF: THE PUBLIC UTILITIES ACT And IN THE MATtER OF: An application by EfficiencyOneforApprovat of a Supply Agreementfor Electricity Efficiency and Conservation Activities between EfficiencyOne and No...

AI summary EfficiencyOne and Nova Scotia Power Inc. (NSPI) reached a consensus agreement regarding the approval of a 2016-2018 Demand Side Management (DSM) Resource Plan and a Supply Agreement for electricity efficiency activities. The agreement was reached under the Public Utilities Act, with the Nova Scotia Utility and Review Board's oversight. The Terms of Consensus are attached as Appendix A, with the right to amend based on further evidence.

1) ESTABLISHMENT OF A STANDARDIZED FILING FOR FUTURE APPLICAT IONS To APPROVE A DSM SUPPLY AGREEMENT p. p. 0
1) ESTABLISHMENT OF A STANDARDIZED FILING FOR FUTURE APPLICAT IONS To APPROVE A DSM SUPPLY AGREEMENT - a) The Parties agree to the establishment of a standardized filing for future applications, the substance of which will be vetted throug...

AI summary Parties agree to establish a standardized filing for future DSM supply agreements, including program descriptions, energy savings, cost-effectiveness analysis, and bill impact details. The template is based on Efficiency Maine's model, with input from the DSM Advisory Group. EfficiencyOne retains flexibility to add relevant information.

3) PERFORMANCE TARGETS, INDICATORS AND THRESHOLDS p. p. 0
3) PERFORMANCE TARGETS, INDICATORS AND THRESHOLDS - a) The parties agree to the following Performance Targets and Performance Indicators: - Performance Targets are set over the three-year contract period, rather than annually. - ) Efficien...

AI summary Parties agree to three-year performance targets for energy and peak demand savings, requiring 90% achievement for compliance. Indicators include annual savings, customer satisfaction, and rate impacts. EfficiencyOne must report by program and rate class, with specific methodologies for lifetime savings and ratepayer benefits.

7) RESoLuTIoN PROCESS p. p. 0
7) RESoLuTIoN PROCESS 2370004 a) If consensus is not achieved on any of the above items to be addressed within the DSM Advisory Group, such items will be presented to the UARB for determination not later than June 30', 2016.

AI summary If consensus is not achieved on DSM Advisory Group items by June 30, 2016, they will be submitted to the UARB for determination.

Lagend: p. p. 0
Lagend: Filing has not historically triggered an automatic regulatory Filing has historically tr riggered a regulatory process 2019-2021 DSM Plan Filing End of February Based on standardized (ling agreed to/ordered by the CARB Rate and bil...

AI summary The document outlines various filings and reports related to energy efficiency and demand-side management in Nova Scotia. It includes timelines for submissions such as the DSM Plan, evaluation reports, financial statements, and progress reports. It also mentions regular meetings with the Demand-Side Management Advisory Group (DSMAG).

63307Board Order 24 passages
IN THE MATTER OF THE PUBLIC UTILITIES ACT p. p. 3
IN THE MATTER OF THE PUBLIC UTILITIES ACT - and - IN THE MATTER OF AN APPLICATION for Approval of a Supply Agreement for electricity efficiency and conservation activities between EfficiencyOne and Nova Scotia Power Incorporated, the estab...

AI summary EfficiencyOne (E1) applied for approval of a supply agreement with Nova Scotia Power Incorporated (NSPI) and a 2016-2018 Demand Side Management Resource Plan under the Public Utilities Act. The Nova Scotia Utility and Review Board conducted hearings and issued a decision in August 2015. Intervenors included advocacy groups, industry representatives, and government agencies.

IT IS HEREBY ORDERED that: p. p. 3
IT IS HEREBY ORDERED that: - 1. The Board approves a DSM Plan for 2016-2018 in the aggregate amount of $102,150,000 with a target of total cumulative energy savings of 405.9 GWh and demand savings of 62.5 MW. Approved spending is $33,210,0...

AI summary The Board has approved a DSM Plan for 2016-2018 with a total budget of $102,150,000, setting energy and demand savings targets. It also approved a supply agreement between E1 and NSPI, and directed E1 and NSPI to file various reports and analyses, including on financing deferrals, accounting treatments, and locational DSM efforts.

Preamble p. pp. 26-44
1 The term "Balance Adjustment" refers to the 2014 surplus of DSM funds in the amount of $8,518,030 that is to be returned by EfficiencyOne in accordance with the UARB-approved cost-allocation methodology. The return of the Balance Adjustm...

AI summary The text discusses the return of a 2014 surplus of DSM funds in the amount of $8,518,030 by EfficiencyOne, which is to be accounted for through a reduction in the 2016 portion of the Contract Price. The total payment by NSPI to EfficiencyOne over the Term shall not exceed $93,631,970.

Schedule E p. p. 36
Schedule E EECA Plan (2016-2018 DSM Resource Plan) This page has been intentionally left blank

AI summary The document is a placeholder for the EECA Plan (2016-2018 DSM Resource Plan) under Schedule E of a Nova Scotia regulatory proceeding, indicating the page was intentionally left blank.

This Plan has been modified to comply with the Utility and Review Board (UARB)'s August 12, 2015 Decision, which set annual DSM investment amounts of $33.21 million, p. p. 44
This Plan has been modified to comply with the Utility and Review Board (UARB)'s August 12, 2015 Decision, which set annual DSM investment amounts of $33.21 million, 1 million million $34.02 and $34.92 for 2016, 2017, and 2018 respectively...

AI summary This document outlines modifications to a DSM Plan in compliance with the UARB's 2015 decision, setting annual investment amounts of $33.21 million, $34.02 million, and $34.92 million for 2016, 2017, and 2018, respectively. It details ENS's proposed programs and strategies for achieving energy and demand savings targets.

4 Figure 1.2 - 2016 DSM Resource Plan Investment and Savings p. p. 44
4 Figure 1.2 - 2016 DSM Resource Plan Investment and Savings 2016 Investment ($ million) Lifetime Benefits ($ million)" Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total...

AI summary Figure 1.2 presents the 2016 DSM Resource Plan investment and savings, detailing program investments, lifetime benefits, and energy and demand savings across residential and non-residential sectors. It includes data on program costs, benefits, and savings metrics such as Total Resource Cost (TRC) and Program Administrator Cost (PAC).

Section 100 p. p. 44
a Lifetime benefits are expressed as the net present value of the avoided costs, including energy and capacity, over the life ofthe program measures. b TRC is a benefit/cost ratio comparing lifetime benefits to the sum ofENS's and particip...

AI summary The text discusses the calculation of lifetime benefits as the net present value of avoided energy and capacity costs over the life of program measures. It introduces TRC and PAC as benefit/cost ratios, with TRC comparing benefits to the sum of ENS's and participants' costs, and PAC comparing benefits to ENS's costs. It also references ENS's planned participation by low income customers under the 2015 DSM Resource Settlement Agreement.

Figure 1.3 - 2017 DSM Resource Plan Investment and Savings p. p. 44
Figure 1.3 - 2017 DSM Resource Plan Investment and Savings 2017 Investment ($ million) Lifetime Benefits ($ million)8 Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total Re...

AI summary Figure 1.3 outlines the 2017 DSM Resource Plan investment and savings, detailing program-specific investments, lifetime benefits, and energy and demand savings across residential and non-residential categories. It highlights the total investment and associated savings across various demand-side management initiatives.

Section 102 p. p. 44
a Lifetime benefits are expressed as the net present value of the avoided costs, including energy and capacity, over the life ofthe program measures. b TRC is a benefit/cost ratio comparing lifetime benefits to the sum ofENS's and particip...

AI summary The text defines key metrics used in evaluating energy efficiency programs, including net present value of avoided costs, benefit/cost ratios (TRC and PAC), and references ENS's planned participation by low-income customers as outlined in the 2015 DSM Resource Settlement Agreement.

Figure 1.4 - 2018 DSM Resource Plan Savings and Investment p. p. 44
Figure 1.4 - 2018 DSM Resource Plan Savings and Investment 2018 Investment ($ million) Lifetime Benefits ($ million)" Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total Re...

AI summary Figure 1.4 outlines the 2018 DSM Resource Plan Savings and Investment, showing the investment amounts, lifetime benefits, and energy and demand savings for various programs. The table includes data on residential and non-residential programs, as well as enabling strategies, with figures expressed in 2018 dollars.

2.4 Update on Energy Saving Actions p. p. 44
2.4 Update on Energy Saving Actions 1 2 3 4 5 6 7 8 9 Efficiency Nova Scotia's 2016-2018 DSM Resource Plan does not include a target or investment for Energy Saving Actions. ENS piloted the Home Energy Report in 2013, and it will continue...

AI summary Efficiency Nova Scotia's 2016-2018 DSM Resource Plan excludes Energy Saving Actions targets. The Home Energy Report pilot, though successful, is ending due to affordability concerns, with ENS prioritizing a balanced portfolio. ENS may explore alternative services for energy efficiency.

3. BUSINESS, NON-PROFIT AND INSTITUTIONAL (BNI) PROGRAMS AND SERVICES p. p. 44
3. BUSINESS, NON-PROFIT AND INSTITUTIONAL (BNI) PROGRAMS AND SERVICES 2 3 4 5 6 7 8 9 10 1 Efficiency Nova Scotia's Business, Non-Profit and Institutional (BNI) programs are designed to provide customers with easy access to energy efficien...

AI summary Efficiency Nova Scotia's BNI programs aim to provide businesses, non-profits, and institutions with energy efficiency solutions through technical and financial support. The programs are being adapted to improve customer experience and maximize energy savings, with a focus on a simplified, one-window service approach.

3.2 Custom Incentives p. p. 44
3.2 Custom Incentives 1 2 3 4 5 6 The Custom Incentives program provides financial incentives to help commercial, industrial, not-for-profit and institutional customers reduce their electrical energy consumption and peak demand. Incentives...

AI summary The Custom Incentives program by EfficiencyOne (ENS) provides financial incentives to commercial, industrial, and institutional customers in Nova Scotia to reduce energy consumption and peak demand through energy audits and technical upgrades. It supports measures like efficiency upgrades, cogeneration projects, and feasibility studies, with eligibility based on custom applications.

30 p. p. 44
30 1 will through Custom Efficient Rebates incentives the Incentives and Products programs 2 New be for measures but by available that qualify that are not supported the 3 Construction Program. 4 5 market The Custom Incentives program will...

AI summary The document outlines the continuation of the Custom Incentives program, which offers tailored energy efficiency solutions for various market segments. It includes retro-commissioning, compressed air optimization, energy management systems, onsite energy manager services, and employee engagement initiatives.

- Educating customers on ways to conserve energy, reduce peak demand, achieve cost-effective energy savings and lower their electric utility bills; p. p. 44
- Educating customers on ways to conserve energy, reduce peak demand, achieve cost-effective energy savings and lower their electric utility bills; 1 • of of DSM awareness the value participating in Increasing public 2 programs; 3 • of soc...

AI summary The document outlines strategies to educate customers on energy conservation, reduce peak demand, and achieve cost-effective energy savings through various programs and initiatives. It emphasizes public awareness, community engagement, and the use of digital tools and media to promote energy efficiency.

Section 131 p. p. 44
- Examining motivations and barriers to participation; - Examining trends and preferences in energy consumption behaviour; include: • 25 26 27

AI summary The text outlines the examination of motivations and barriers to participation, as well as trends and preferences in energy consumption behaviour. It appears to be part of a broader analysis related to customer engagement and energy usage patterns.

28 p. p. 44
28 1 • Researching opportunities from otherjurisdictions; 2 of • Researching new measures, which demand-response and/or demand-control 3 be measures are expected to included; 4 of • from Piloting new programs and changes to existing progra...

AI summary The text discusses research into demand-response and demand-control measures, piloting new programs, and enhancing customer experience through improved information management systems. These initiatives aim to improve program delivery, marketing, and customer engagement, as well as increase efficiency and program uptake.

4.3.1 Property-Assessed Clean Energy (PACE) Financing p. p. 44
4.3.1 Property-Assessed Clean Energy (PACE) Financing 8 9 10 ENS recognizes a lack of upfront capital can be a barrier to customers adopting energy efficiency measures. For this reason, financing DSM activities is a complementary incentive...

AI summary ENS acknowledges upfront capital barriers to energy efficiency and supports financing DSM initiatives as complementary to rebates. Despite historically low participation rates (median <0.5% in 2011), ENS continues to enable municipal PACE programs, which use property taxes for energy upgrades. ENS provides tools for municipalities but does not directly administer PACE programs.

SCHEDULE B Consensus Agreement p. p. 73
SCHEDULE B Consensus Agreement WEPUBUC UTILITIESACT An application by EfficiencyOneforApproval ofaSupply Agreementfor Electricity Efficiency and Conservation Activities between EfficiencyOne and Nova Scotia PowerInc., the establishment ofo...

AI summary EfficiencyOne and Nova Scotia Power Inc. (NSPI) seek approval for a 2016-2018 Demand Side Management (DSM) Resource Plan and Supply Agreement under the Public Utilities Act. The Consensus Agreement outlines terms agreed upon by both parties, with the right to amend based on further evidence. The Nova Scotia Utility and Review Board (UARB) is involved in the proceeding.

1) ESTABLISHMENT OF A STANDARDIZED FILING FOR FUTURE APPLICATIONS TO APPROVE A DSM SUPPLY AGREEMENT p. p. 73
1) ESTABLISHMENT OF A STANDARDIZED FILING FOR FUTURE APPLICATIONS TO APPROVE A DSM SUPPLY AGREEMENT - a) The Parties agree to the establishment of a standardized filing for future applications, the substance of which will be vetted through...

AI summary Parties agree to establish a standardized filing for future DSM supply agreement applications, including templates and data points like energy savings, cost-effectiveness analysis, and rate impact assessments. The DSM Advisory Group will vet the filing, and EfficiencyOne may add relevant information.

4) COST ALLOCATION p. p. 73
4) COST ALLOCATION 1111 - a) The Parties agree to collaboratively work to develop new DSM cost allocation and DSM cost recovery models to be submitted by October 31, 2015 for approval or Decision by the Board, or within a reasonable period...

AI summary Parties agree to develop DSM cost allocation models by October 31, 2015, for the Board's approval, including 2015 and 2016-2018 allocations, a 2014 rate-smoothing adjustment, and mid-course adjustments. It clarifies that NSPI's discretion regarding DSM cost applications to UARB is not restricted.

5) EVALUATION AND REPORTING p. p. 73
5) EVALUATION AND REPORTING - Advisory in 2016 for discussion. - b) EffidencyOne will explore methodologies of demand savings evaluations with its evaluator. - c) EffidencyOne agrees to provide a full report on its 2016-2018 Performance Re...

AI summary EfficiencyOne must report on demand savings evaluations, provide annual performance reports, explain substantial changes in energy savings, and avoid rate class impacts. Reporting timelines and contents are governed by Schedule 1, with Board input. EfficiencyOne may not provide advance notice for mid-course adjustments based on third-party evaluations.

6) RATE AND BILL IMPACT ANALYSIS p. p. 73
6) RATE AND BILL IMPACT ANALYSIS - a) As with prior filings of its rate and bill impact analysis, EffidencyOne agrees to develop, in consultation with the DSM Advisory Group, assumptions to its rate and bill impact analysis. This will incl...

AI summary EfficiencyOne agrees to collaborate with the DSM Advisory Group on developing rate and bill impact analysis, including fixed cost contributions, and to submit historical analyses annually by October 31. This aligns with prior filings and regulatory requirements.

7) Resolution Process p. p. 73
7) Resolution Process a) if consensus is not achieved on any of the above items to be addressed within the DSM Advisory Group, such items will be presented to the UARB for determination not later than June 30th, 2016.

AI summary If consensus is not achieved on DSM Advisory Group items by June 30, 2016, unresolved issues will be escalated to the UARB for determination, outlining the procedural pathway for regulatory resolution.

61805Letter from EfficiencyOne re Board Only Confidential and confidential responses to the IRs 1 passage
Section 1 p. p. 0
James R. Gogan Direct Dial: (902) 563-5920 E-Mail: [email protected] File No. 41736-18 May 19, 2015 Nova Scotia Utility & Review Board PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 Attention: Doreen Friis, Regulatory Affairs Offi...

AI summary EfficiencyOne seeks approval of a supply agreement with Nova Scotia Power Inc. and a 2016-2018 Demand Side Management (DSM) plan. They respond to information requests, requesting confidentiality for attachments containing proprietary third-party information, arguing disclosure would harm competitive positions and future procurements. A redacted version of one attachment is already filed non-confidentially.

61806Board letter re approval of print exemptions requested by EfficiencyOne 1 passage
Section 1 p. p. 0
Nova Scotia Utility and Review Board Mailing address PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 [email protected] http://nsuarb.novascotia.ca Office 3rd Floor, 1601 Lower Water Street Halifax, Nova Scotia B3J 3P6 1 855 442-4448 (...

AI summary The Nova Scotia Utility and Review Board approved electronic filing for specific documents in matter M06733 related to EfficiencyOne's application for a supply agreement with Nova Scotia Power Inc. and the 2016-2018 Demand Side Management Plan. The approval applies to several attachments due to page length or formatting issues.

61807Letter from NSPI requesting IR responses and/or attachments described herein to be held in confidence 1 passage
Section 1 p. p. 0
May 19, 2015 Doreen Friis Regulatory Affairs Officer/Clerk Nova Scotia Utility and Review Board 1601 Lower Water Street, 3rd Floor P.O. Box 1692, Unit "M" Halifax, NS B3J 3S3 Re: M06733 ‐ EfficiencyOne ‐ Application for Approval of a Suppl...

AI summary NS Power submits responses to information requests in the M06733 proceeding, requesting confidentiality for attachments containing commercially sensitive information and proprietary models, including the ELRAM developed by Navigant.

61809Letter from NSPI requesting print exemptions 1 passage
Section 1 p. p. 0
May 15, 2015 Doreen Friis Regulatory Affairs Officer/Clerk Nova Scotia Utility and Review Board 1601 Lower Water Street, 3rd Floor P.O. Box 1692, Unit "M" Halifax, NS B3J 3S3 Re: Nova Scotia Power Inc. – 2016-2018 Demand Side Management Re...

AI summary Nova Scotia Power Inc. (NS Power) requests approval to provide electronic Excel files for Attachments 1-4 of IR-12 in its 2016-2018 Demand Side Management Resource Plan (M06733), arguing that converting them to PDF/print format would render the numeric modeling data unusable.

61810Board Letter approving NSPI's print exemption requests 1 passage
Section 1 p. p. 0
Nova Scotia Utility and Review Board Mailing address PO Box 1692, Unit 'M' Halifax, Nova Scotia B3J 3S3 [email protected] htto:/lnsuarb.novascotia.ca Office 3rd Floor, 1601 lower water Street Halifax. Nova Scotia B3J 3P6 1 855 442-4448 (...

AI summary The Nova Scotia Utility and Review Board approved electronic filing for specific Excel documents in matter M06733 related to Nova Scotia Power Inc.'s 2016-2018 Demand Side Management Resource Plan. The decision pertains to print exemption requests and allows electronic submission for designated attachments.

61829Board Acknowledgment of E1 and NSPI responses to IRs 1 passage
By Email: [email protected] p. p. 0
By Email: [email protected] James R Gogan Counsel for EfficiencyOne The Breton Law Group 292 Charlotte Street Sydney NS B1P 1C7 Dear Mr. Curry & Mr. Gogan: M06733 - EfficiencyOne - Application for Approval of a Supply Agreement for El...

AI summary EfficiencyOne and Nova Scotia Power Inc. seek approval for a supply agreement and a 2016-2018 Demand Side Management (DSM) Plan. The Board received responses to information requests on May 19, 2015, which have been posted publicly and confidentially.

61830Board letter approving confidentiality undertaking 1 passage
By Email: [email protected] p. p. 0
By Email: [email protected] Brian Curry Regulatory Counsel Nova Scotia Power Inc. PO Box 910 Halifax NS B3J 2W5 Dear Mr. Curry: M06733 - EfficiencyOne - Application for Approval of a Supply Agreement for Electricity Efficiency and Con...

AI summary The Board approved the Confidentiality Undertaking for Nova Scotia Power Inc. (NSPI) related to an application for a supply agreement with EfficiencyOne and the 2016-2018 Demand Side Management (DSM) Plan. The assigned Panel includes Peter W. Gurnham, Kulvinder S. Dhillon, and Roberta J. Clarke, though not all confidential information has been reviewed yet. The matter number is M06733.

61938Letter from NSPI re outlining the revisions in the Revised DSM Plan Evidence and the Appendix B filed June 1, 2015 1 passage
Section 1 p. p. 0
June 1, 2015 Doreen Friis Regulatory Affairs Officer/Clerk Nova Scotia Utility and Review Board 1601 Lower Water Street, 3rd Floor P.O. Box 1692, Unit "M" Halifax, NS B3J 3S3 Re: M06733 – EfficiencyOne – 2016‐2018 Demand Side Management ("...

AI summary NS Power submits a revised version of its Evidence for M06733 – EfficiencyOne's 2016-2018 DSM Plan, incorporating corrections to address Information Requests (IRs) from EAC, Multeese, and SBA. Revisions include updated appendices, tables, and figures, with specific changes outlined in responses to IRs.

61992Letter from E1 setting out revisions in application re-filed on June 4/15 1 passage
Section 1 p. p. 0
James R. Gogan Direct Dial: (902) 563-5920 E-Mail: [email protected] File No. 41736-18 June 3, 2015 Nova Scotia Utility & Review Board PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 Attention: Doreen Friis, Regulatory Affairs Offi...

AI summary EfficiencyOne revised its evidence submission for M06733, correcting cell reference errors in its response to Synapse IR-17. The revisions address inaccuracies in the 50% Low Alternate Scenario's avoided costs and Municipal Class rate impacts, leading to updated average rate impact figures. Page numbers were added for reference clarity.

62036MEUNSC Request to Intervene 2 passages
NOVA SCOTIA UTILITY AND REVIEW BOARD
NOVA SCOTIA UTILITY AND REVIEW BOARD IN THE MATTER OF: EfficiencyOne (E1) application for approval of a 2016-2018 Demand Side Management Resource Plan

AI summary The Nova Scotia Utility and Review Board is considering EfficiencyOne's (E1) application for approval of its 2016-2018 Demand Side Management Resource Plan, which outlines strategies to manage energy demand and improve efficiency in the province.

To: Nova Scotia Utility and Review Board
To: Nova Scotia Utility and Review Board - 1. MEUNSC as a significant purchaser of power from NSPI having been charged a DSM rider under the municipal rate intends to participate in this proceeding. - 2. MEUNSC asks that all further notice...

AI summary MEUNSC participates in the proceeding due to being charged a DSM rider under the municipal rate and requests all notices and information be provided to specified contacts, including representatives from MEUNSC, Berwick Electric, and others.

62037Comments on MEUNSC Request by E1 1 passage
Preamble p. p. 0
James R. Gogan Direct Dial: (902) 563-5920 E-Mail: [email protected] File No. 41736-18 June 9, 2015 Nova Scotia Utility & Review Board PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 Attention: Doreen Friis, Regulatory Affairs Offi...

AI summary EfficiencyOne seeks approval for a supply agreement with Nova Scotia Power Inc. and the 2016-2018 Demand Side Management (DSM) Plan. The application is addressed to the Nova Scotia Utility & Review Board.

62038Board Letter - MEUNSC Request to Intervene Declined 1 passage
Nova Scotia Utility and Review Board p. p. 0
Nova Scotia Utility and Review Board Mailing address PO Box 1692, Unit "M" Halifax, Nova Scotia 83J 3S3 [email protected] Web www.nsuarb.novascotia.ca Office 3rd Floor, 1601 Lower Water Street Halifax, Nova Scotia B3J 3P6 1 855 442·4448 (tol...

AI summary MEUNSC submitted a late Notice of Intervention in M06733 regarding EfficiencyOne's DSM Plan with NSPI. The Board denied the intervention due to lateness and potential prejudice to EfficiencyOne, despite MEUNSC's experience and media coverage. The Panel includes Gurnham, Dhillon, and Clarke. MEUNSC may speak at the June 15 hearing.

62204Board letter enclosing Undertaking List 1 passage
Section 1 p. p. 0
Nova Scotia Utility and Review Board Mailing address PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 353 [email protected] Web www.nsuarb.novascotia.ca Office 3rd Floor, 1601 lower Water Street Halifax, Nova Scotia 83J 3P6 1 855 442-4448 (tol...

AI summary The Nova Scotia Utility and Review Board notifies parties of deadlines for responses, final submissions, and rebuttal submissions related to EfficiencyOne's application for a supply agreement with Nova Scotia Power Inc. and approval of a 2016-2018 Demand Side Management (DSM) Plan. Attachments include a list of undertakings and an updated exhibit list.

62210Letter from EI enclosing non-confidential version of U4 1 passage
Section 1 p. p. 0
James R. Gogan Direct Dial: (902) 563-5920 E-Mail: [email protected] File No. 41736-18 June 24, 2015 Nova Scotia Utility & Review Board PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 Attention: Doreen Friis, Regulatory Affairs Off...

AI summary EfficiencyOne submits a non-confidential response to Undertaking #4 in regulatory proceeding M06733, requesting a print exemption due to page volume. Confidential attachments (2,3,5,6,7,8) containing commercially sensitive information will be filed separately. The response relates to a supply agreement with Nova Scotia Power Inc. and approval of a 2016-2018 Demand Side Management (DSM) Plan.

62213Board Letter to EOne re print exemption & confidentiality request 1 passage
Section 1 p. p. 0
Nova Scotia Utility and Review Board Mailing address PO Box 1692, Unit "M" Halifax. Nova Scotia 83J 353 [email protected] http://nsuarb.nova5<otia.ea Office 3rd Floor, 1601 lower Water Street Halifax. Nova Scotia 831 3P6 1 855 442-4448 (...

AI summary The Nova Scotia Utility and Review Board acknowledges receipt of EfficiencyOne's response to Undertaking U-4, approves a print exemption for specific attachments, and is reviewing the request for confidential treatment. The application involves a supply agreement with Nova Scotia Power Inc. and approval of a 2016-2018 Demand Side Management (DSM) Plan.

62257Letter to E1 re the Board requests detailed explanation for request of confidential treatment of U-4 1 passage
Nova Scotia Utility and Review Board p. p. 0
Nova Scotia Utility and Review Board Mailing address PO Box 1692, Unit "M" Halifax. Nova Scotia B3J 353 board@novaS<:otia.ca http://nsuarb.novascotia.ca Office 3rd floor, 1601lowerWater Street Halifax. Nova Scotia 831 3P6 1 855 442-4448 (t...

AI summary The Nova Scotia Utility and Review Board requests EfficiencyOne to clarify whether documents in their application (M06733) require full confidentiality or if redaction suffices. The Board seeks detailed justification for confidential treatment under Regulatory Rule 12, with a deadline of June 29, 2015.

62258Letter from E1 in response to Board's letter of June 25 re detailed explanation for confidential treatment of U-4 1 passage
Preamble p. p. 0
James R. Gogan Direct Dial: (902) 563-5920 E-Mail: [email protected] File No. 41736-18 June 29, 2015 Nova Scotia Utility & Review Board PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 Attention: Doreen Friis, Regulatory Affairs Off...

AI summary James R. Gogan, representing EfficiencyOne and Nova Scotia Power Inc., submits an application to the Nova Scotia Utility & Review Board for approval of a supply agreement for electricity efficiency and conservation activities, establishment of a final agreement, and approval of a 2016-2018 Demand Side Management (DSM) Plan under matter M06733.

62282Board Letter re confidential filings 1 passage
Section 1 p. p. 0
Nova Scotia Utility and Review Board Mailing address PO Box 1692, Unit "M" Halifax. Nova Scotia B3J 353 [email protected] http:/lnsuarb.novas<otia.ca Office 3rd Floor, 1601 Lower Water Street Halifax. Nova Scotia 83J 3P6 I 855 442·4448 (...

AI summary EfficiencyOne seeks approval for a supply agreement with Nova Scotia Power Inc. and a 2016-2018 DSM Plan. The Board allows public disclosure of Attachments 5 and 8 but maintains confidentiality for Attachments 2, 3, 6, and 7, citing concerns over revealing pricing methodologies and potential cost manipulation by suppliers.

62291Letter from E1 enclosing non-confidential portions of U-4 as directed by the Board 1 passage
Section 1 p. p. 0
James R. Gogan Direct Dial: (902) 563‐5920 E‐Mail: [email protected] File No. 41736‐18 June 30, 2015 Nova Scotia Utility & Review Board PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 Attention: Doreen Friis, Regulatory Affairs Off...

AI summary EfficiencyOne seeks approval for a supply agreement with Nova Scotia Power Inc. and a 2016-2018 Demand Side Management (DSM) Plan. The submission includes non-confidential attachments to Undertaking U-4, following the Board's direction. The matter is referenced as M06733.

62375Closing Submission - Affordable Energy Coalition 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 : Application by EfficiencyOne for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between Effic...

AI summary The Nova Scotia Utility and Review Board is considering EfficiencyOne's application for approval of a supply agreement with Nova Scotia Power Inc., focusing on electricity efficiency and conservation activities. The application includes establishing a final agreement and approving a 2016-2018 Demand Side Management (DSM) Plan under the Public Utilities Act.

AFFORDABLE ENERGY COALITION FINAL STATEMENT p. p. 7
AFFORDABLE ENERGY COALITION FINAL STATEMENT

AI summary The Affordable Energy Coalition submits its final statement in a Nova Scotia regulatory proceeding, emphasizing the importance of Demand Side Management (DSM) programs to ensure affordable energy solutions for consumers.

Introduction p. p. 7
Introduction The Affordable Energy Coalition urges the Board to support the Settlement Agreement signed by the Affordable Energy Coalition, EfficiencyOne, the Consumer Advocate, the Small Business Advocate and the Ecology Action Centre (Ex...

AI summary The Affordable Energy Coalition advocates for the Board's support of a Settlement Agreement, emphasizing clauses 9 ('Principles of Equity') and 2 ('DSM Investment Levels') to ensure low-income renters access efficiency services. Expert testimony from George Foote, Paul Chernick, Tim Woolf, and Elizabeth Chant supports the equity principles.

Context: Energy burden and efficiency p. p. 7
Context: Energy burden and efficiency As noted in our Opening Statement, we are strong supporters of efficiency programming and funding for expanded programs for low income rental accommodations within the E1 proposal. Low income household...

AI summary The text emphasizes support for efficiency programs, particularly for low-income rental accommodations in the E1 proposal. Low-income households face a high energy burden (11.8% of income on energy vs. 3.8% average), with half of costs attributed to electricity. Efficiency is highlighted as a key solution to reduce energy use and bills. References include the 2016-2018 DSM Plan (NSUARB M06733) and Affordable Energy Coalition (AEC) information requests.

Settlement Agreement signed by 5 intervenors/applicants: p. p. 7
Settlement Agreement signed by 5 intervenors/applicants:

AI summary A Settlement Agreement involving five intervenors/applicants in a Nova Scotia regulatory proceeding. Key entities include the Nova Scotia Utility and Review Board (NSUARB), Nova Scotia Power Inc. (NSPI), and the Affordable Energy Coalition (AEC). The agreement addresses Demand Side Management (DSM) and other regulatory matters, reflecting stakeholder collaboration.

a. Principles of Equity – Clause 9 p. p. 7
a. Principles of Equity – Clause 9 Clause 9 of the Settlement Agreement reads: "All ratepayers are entitled to an equitable opportunity to participate in DSM programs. Low income tenants and homeowners as well as marginally viable commerci...

AI summary Clause 9 of the Settlement Agreement emphasizes equitable access to Demand Side Management (DSM) programs for low-income and marginalized customers, requiring cost-effectiveness screening to account for their unique challenges. It addresses affordability, cost-effectiveness screening, evaluation, and compliance with the 2014 Electricity Efficiency and Conservation Restructuring Act. This 3-year contract under the 2014 Act will establish principles influencing regulatory decisions.

Equity and Low Income Households p. p. 7
Equity and Low Income Households For reasons very well explained in Alice Napoleon's July 14, 2014 testimony for the Utility and Review Board hearing on Efficiency Nova Scotia's 2015 DSM Plan, low income programming is more expensive becau...

AI summary Alice Napoleon testified that low-income energy programs are more costly due to 100% financing but have greater impact. Statistics Canada data shows lower electricity usage in lower income quintiles. The argument emphasizes equitable access to efficiency services despite higher costs, citing Case M06247.

Issue 5a – Affordability and Issue 5-c – Cost effectiveness screening: p. p. 7
Issue 5a – Affordability and Issue 5-c – Cost effectiveness screening: Four expert witnesses in this year's hearing for the 2016-18 Electrical Efficiency Supply Agreement argued that equity of access must be recognized as an important elem...

AI summary Expert witnesses and the Affordable Energy Coalition argue that equity of access must be central to affordability and cost-effectiveness screening, emphasizing the challenges of serving low-income households. They urge the DSM Advisory Group to incorporate Clause 9 of the Settlement Agreement to prevent exclusion of hard-to-serve customers. Clause 7 mandates collaborative methodology development for cost-effectiveness screening.

b. DSM Investment Level – Clause 2 of the Settlement Agreement p. p. 7
b. DSM Investment Level – Clause 2 of the Settlement Agreement Clause 2 of the Settlement Agreement reads: "a) The parties support a reduction in investment level for DSM activities over the 2016- 2018 contract period from the proposed $12...

AI summary Clause 2 of the Settlement Agreement proposes reducing DSM investment from $121.5 million to $113.5 million over 2016–2018. The discussion highlights the need for a new program targeting low-income renters with high electricity bills, noting that current services for renters are underdeveloped due to complexity. Research on efficiency upgrades for low-income rental housing is ongoing but not yet completed.

i. NS Power's Charitable Contribution p. p. 7
i. NS Power's Charitable Contribution The Affordable Energy Coalition is represented on the advisory group for the HomeWarming program that uses NS Power's charitable contribution to fund substantial efficiency retrofits in electrically he...

AI summary The Affordable Energy Coalition highlights NS Power's charitable contribution to the HomeWarming program, which funds efficiency retrofits for low-income households. They recommend reporting program results to the NSUARB for DSM oversight per clause 10 of the Settlement Agreement. Separately, intervenors advocate for 3-year performance targets over annual ones to enable flexibility and a new low-income rental program under clause 3 of the Settlement Agreement.

Page 12: p. p. 7
Page 12: In its response to Consumer Advocate IR-29, Efficiency One estimates that NS Power's alternate DSM scenario reduces total DSM funding by approximately 46 percent, including a reduction in lighting and domestic water heating measur...

AI summary Efficiency One argues that NSPI's alternate DSM scenario reduces funding by 46%, disproportionately affecting low-income participants. Affordability concerns are highlighted, though the HomeWarming Program (funded by NSPI) may offset some impacts. The program targets homeowners, excluding renters.

Page 34: p. p. 7
Page 34: VI. Affordability Issues Q: How should the Board deal with affordability of the DSM portfolio? 8 A: The concern with affordability requires a two-step process. First, the Board (or 9 parties working under the Board's guidance) mus...

AI summary The NSUARB must address DSM affordability through a two-step process: assessing rate impacts on customer groups and adjusting via cost allocation, enhancing cost-effective DSM services for underserved groups, and managing spending without lost revenues.

Page 38: p. p. 7
Page 38: B. Improving Affordability and Equity of a DSM Portfolio Q: How can concerns about affordability be addressed in DSM portfolio development? - A: One of the best solutions is to have a well-balanced portfolio of DSM programs that g...

AI summary The discussion focuses on how to address affordability concerns in DSM portfolio development. NS Power's proposed DSM budget is criticized for disproportionately allocating funds to commercial and industrial sectors, while EfficiencyOne's plan is seen as more balanced. Suggestions include removing market barriers and targeting vulnerable customers to reduce bill inequities.

Page 39: p. p. 7
Page 39: - 1 residentials, marginally viable commercial and industrial firms) to - 2 participate and reduce their bills. - 3 In some situations, careful program design may be able to overcome market - 4 barriers while charging participants...

AI summary The text discusses DSM program design challenges, including balancing cost recovery for participants and avoiding excessive early-rate impacts. It advises caution in delaying retrofit programs to align with higher avoided costs. A testimony by Tim Woolf on the EfficiencyOne 2016-2018 DSM Plan is referenced, highlighting program design risks and cost implications.

Page 28: p. p. 7
Page 28: - 19 Affordability - 20 Q. Do you agree that NSPI's alternative DSM plan will be more affordable than E1's - 21 DSM plan? - 22 A. No. There are several different aspects of affordability, with regard to electricity services. - 23...

AI summary The discussion on affordability focuses on whether NSPI's alternative DSM plan is more affordable than E1's, with the respondent arguing that affordability depends on factors like electricity rates and bills, not just the plan itself.

Page 30 p. p. 7
Page 30 - 16 Q. What are the likely rate impacts of E1's and NSPI's DSM plans? - 17 A. To answer this question properly, it is important to consider the rate and bill impacts over - 18 both the short-term and long-term future. In general,...

AI summary The testimony discusses the rate and bill impacts of E1's and NSPI's DSM plans, noting short-term rate increases but lower average bills over time due to cost-effective programs.

Page 31: p. p. 7
Page 31: - 17 Please summarize your points regarding the affordability of the E1 DSM Plan and 18 the NSPI alternative DSM plan. - 19 A. NSPI's discussion of affordability is incomplete, because it focuses only on the short - 20 term rate i...

AI summary The response argues that NSPI's affordability analysis of its DSM plan is incomplete, focusing only on short-term rate impacts while ignoring bill impacts and long-term effects. A complete analysis shows E1's DSM Plan has lower net costs and similar long-term rates, making it more affordable. Affordability is important but not the sole factor in evaluating DSM plans.

Page 32: p. p. 7
Page 32: - 1 necessary to consider issues that are more difficult to quantify but are important 2 nonetheless. For example, it is important to consider customer equity impacts and best 3 practices in program design. - 4 Q. How should custo...

AI summary The text emphasizes the importance of customer equity in DSM program design, arguing that NSPI's alternative plan excludes cost-effective measures, disproportionately affecting low-income and small business customers. Broader participation is advocated to ensure equitable access to efficiency programs, while NSPI's cost-focused approach is criticized as inequitable.

62377Closing Submission - Small Business Advocate 3 passages
DSM Investment Level p. p. 0
DSM Investment Level As outlined in the SBA's Opening Statement, Nova Scotia small businesses are primarily concerned with affordability. While the SBA understands the value of Demand Side Management ("DSM") programs in Nova Scotia, the be...

AI summary The SBA supports the $113.5M DSM investment level, balancing program benefits with ratepayer costs. EOne commits to maintaining this budget, and the SBA aligns with BOne's proposal to credit over-recovery to reduce costs. The Monetary Consensus is cited as a key reference.

Reserve Fund p. p. 0
referred to the DSM Advisory Group. MR. MAHODY: ...You're familiar with what the testimony was for Mr. Athas regarding the expenditure justification criteria? MS. CURTIS: Yes, I'm familiar with it. MR. MAHODY: Okay. Do you have any objecti...

AI summary The SBA recommends developing DEJC (Demand Expenditure Justification Criteria) for DSM, similar to the CEJC model used in the Annual Capital Expenditure proceeding. The SBA's consultant, John Athas, supports this approach, requesting the Board's approval for the DSM Advisory Group to evaluate and manage DSM programs. The Board is asked to approve potential DEJC development.

Small Business Energy Study p. p. 0
Small Business Energy Study The SBA is encouraged by EOne's commitment in the Monetary Consensus to undertake a Small Business Energy Study in 2016. The scope of the study will be developed in consultation with the SBA. 14 In his evidence,...

AI summary The SBA supports EOne's commitment to a 2016 Small Business Energy Study, emphasizing its potential to analyze small business energy habits and improve DSM program participation. John Athas highlights the study's benefits for class-specific design and expenditure tracking. NSP acknowledges the value of market research for DSM but lacks details on the study's scope or funding.

62378Closing Statement - Nova Scotia Department of Energy 9 passages
NOVA SCOTIA UTILITY AND REVIEW BOARD p. p. 2
NOVA SCOTIA UTILITY AND REVIEW BOARD IN THE MATTER OF: The Public Utilities Act - and - IN THE MATTER OF: EfficiencyOne's Application pursuant to Subsection 79J(3) of the Public Utilities Act for Approval of the 2016-2018 Supply Agreement...

AI summary The Nova Scotia Utility and Review Board is considering EfficiencyOne's application under the Public Utilities Act for approval of a 2016-2018 supply agreement focused on electricity efficiency and conservation activities. The proceeding involves regulatory review of the proposed agreement under Subsection 79J(3) of the Act.

Preamble p. p. 2
- 1. Please accept these closing submissions on behalf of the Department of Energy 1 , in relation to an application to the Nova Scotia Utility and Review Board 2 by EfficiencyOne 3 for the approval of a Supply Agreement for electricity ef...

AI summary The Department of Energy submits closing arguments on behalf of EfficiencyOne's application to the Nova Scotia Utility and Review Board for a Supply Agreement with Nova Scotia Power Incorporated for electricity efficiency and conservation activities under the Public Utilities Act. The proceeding focuses on determining the affordability of demand-side management (DSM) in current rates as a long-term investment for Nova Scotia's electricity system.

The Public Utilities Act Focus on Affordability p. pp. 2-3
The Public Utilities Act Focus on Affordability - 4. Amendments to the PUA in 2014 added new provisions relating to Electricity Efficiency and Conservation. These amendments place an explicit obligation on NSPI to "undertake cost-effective...

AI summary The 2014 amendments to the Public Utilities Act (PUA) require NSPI to implement cost-effective electricity efficiency programs via a franchise agreement. The Board must approve such agreements, ensuring they benefit customers and consider affordability. E1 holds the first efficiency franchise under the PUA, with obligations similar to public utilities.

The Affordability of DSM in the Context of other Rate Pressures p. pp. 3-7
The Affordability of DSM in the Context of other Rate Pressures - 16. The Province's Electricity System Review engaged the general public and stakeholders about their views on key elements of our future electricity system and more than 130...

AI summary The Province's Electricity System Review gathered feedback from over 1300 Nova Scotians, highlighting ratepayer pressure. Evidence shows Nova Scotia has some of Canada's highest electricity rates. NSPI projects significant under-recovery from its fuel adjustment mechanism and expects higher base fuel costs. Additional costs from the Maritime Link and DSM amortization are also expected to impact rates.

Short on Options p. pp. 7-9
Short on Options 24. The IRP was an important starting point in the development of the E1 2016-2018 DSM Resource Plan. 36 The Province agrees that this is an important consideration, but one must be mindful of 33 NSPI has noted that energy...

AI summary The Province critiques E1's DSM plan for relying too heavily on the IRP without adequately addressing affordability and long-term capacity needs. E1's plan avoids significant generation capacity additions until 2032 but may not align with the IRP's broader goals. The Province argues E1 could have provided alternative scenarios for affordability discussions, while E1 cites resource constraints.

The Inherent Flexibility of DSM p. pp. 9-12
The Inherent Flexibility of DSM 29. The adjustability of DSM was noted by several witnesses in the proceeding, including Mr. Sampson who commented: MR. SAMPSON: I'd say for a resource like DSM, which has flexibility where there are numerou...

AI summary The document highlights DSM's flexibility compared to traditional resources, citing witnesses like Mr. Sampson and Philippe Dunsky. E1's track record of meeting targets under budget is noted, with arguments that adjusting DSM budgets may not compromise savings. Affordability and capacity requirements are emphasized as key considerations.

Deferral and Amortization p. pp. 12-16
Deferral and Amortization - 41. The Province submits that a decision on how DSM costs should be recovered (i.e. whether they are deferred or expensed) should generally be made at the same time as the DSM budget is set. The Province submits...

AI summary The Province argues that decisions on deferring or expensing DSM costs should align with DSM budget approvals, balancing affordability and iterative processes. It acknowledges discussions with the Consensus Settlement Agreement parties on cost allocation and suggests deferring DSM expenses due to both short-term and long-term benefits. The Province clarifies that s.79M(6) may apply to NSPI, not E1, and proposes that E1's financing outside NSPI's rate base should be discussed within the Consensus Settlement Agreement framework.

Consensus Settlement Agreement and Terms of Consensus Agreement p. pp. 16-17
Consensus Settlement Agreement and Terms of Consensus Agreement 47. The Province supports some aspects of the terms of Consensus Agreement but does not agree with the DSM investment level and performance targets. The Province notes that in...

AI summary The Province supports aspects of the Consensus Agreement but disagrees with DSM investment levels and performance targets. Other topics for discussion include standardized filing, rate impact analysis, DSM expenditure criteria, and cost-effectiveness testing. The Province supports mid-course adjustments, flexibility for E1, and the Principles of Equity and Performance Targets.

Conclusions p. pp. 17-18
Conclusions - 51. The amendments to the PUA in 2014 bring a new focus to the affordability of DSM in Nova Scotia. In the context of current and anticipated rate pressures, and in light of the fact that DSM is not required to address near t...

AI summary The Province argues that E1's DSM plan is overly expensive and unnecessary given current rate pressures and lack of near-term capacity needs. It requests a more modest plan, affordability-focused alternatives, and NSPI to address rate pressures. The Province also emphasizes assessing DSM effectiveness and proper handling of Supply Agreement costs.

62379Closing Submission - Nova Scotia Power Inc. 51 passages
Nova Scotia Utility and Review Board p. p. 51
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 EfficiencyOne for Approval of a Supply Agreement for Electricity Efficiency and Cons...

AI summary The Nova Scotia Utility and Review Board considers EfficiencyOne's application for approval of a supply agreement with Nova Scotia Power Inc. and a 2016-2018 Demand Side Management (DSM) Plan under the Public Utilities Act. The proceeding involves establishing a final agreement between the parties.

2016-2018 DSM Plan p. p. 51
2016-2018 DSM Plan Nova Scotia Power Closing Submission

AI summary Nova Scotia Power submitted its closing submission for the 2016-2018 Demand Side Management Plan, which outlines energy efficiency and demand-side management initiatives.

1 1.0 OVERVIEW p. p. 51
1 1.0 OVERVIEW 2 3 Nova Scotia Power Inc. (NS Power or Company) is required under the Public Utilities 4 Act (Act) to enter into a supply agreement with EfficiencyOne (E1) for the supply of 5 cost-effective and affordable demand side manag...

AI summary Nova Scotia Power Inc. (NS Power) is required to enter into a supply agreement with EfficiencyOne (E1) for demand side management (DSM) from 2016 to 2018. E1 applied for approval of its DSM Resource Plan, proposing 405.9 GWh of energy savings over three years at a cost of $121.5 million. The Act mandates that the DSM plan must be affordable and in the best interests of NS Power's customers.

DATE FILED: July 8, 2015 Page 4 of 50 p. p. 51
DATE FILED: July 8, 2015 Page 4 of 50 1 2.0 DSM IN NOVA SCOTIA 2 3 NS Power's Evidence demonstrates DSM spending in Nova Scotia is higher than any 4 other jurisdiction in Canada on a per capita basis and among the highest on a per 5 custom...

AI summary NS Power's evidence shows Nova Scotia has the highest per capita and per customer DSM spending in Canada. The document notes that Nova Scotia's leadership in environmental emissions, renewable energy, and COMFIT has contributed to high electricity rates. This leadership was driven by aggressive government policies to control emissions and develop renewable energy.

Section 8 p. p. 51
DATE FILED: July 8, 2015 Page 5 of 50 3 Exhibit E-33, NS Power Revised Evidence, June 1, 2015, page 17, Figure 3.1. 4 Please refer to Exhibit E-46, EfficiencyOne Rebuttal Evidence, Appendix B, page 12, Table 1 which, as E1's expert Mr. Dun...

AI summary The document references two exhibits discussing DSM sales percentages in Canadian jurisdictions, noting that all three jurisdictions have lower DSM sales than EfficiencyOne. The exhibits are part of evidence submitted in a regulatory proceeding.

1 Nevertheless, these policies have and continue to come at a cost to ratepayers and are part p. p. 51
24 In the face of these challenges to affordability, NS Power has, amongst other things, 25 significantly reduced its workforce and its capital expenditure program. These efforts 26 have been very challenging for NS Power and for those Nov...

AI summary The text discusses the financial challenges faced by NS Power due to aggressive policies such as renewable energy standards, demand-side management, and emission reductions, which have increased costs for ratepayers. Efforts to control costs, including workforce reductions and capital expenditure cuts, have been made with the goal of maintaining affordability for Nova Scotians.

Section 12 p. p. 51
5 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 19, 2015, pages 976-977, lines 1-22 and lines 1-18. 6 Public Utilities Act , R.S.N.S. 1989, c.380, s. 79L(9). 1 representatives. Nova Scotians expect such cost red...

AI summary The document highlights concerns with E1's 2016-2018 DSM Plan, noting that it proposed higher costs per kWh and excessive energy savings compared to what is needed. It also points out flaws in E1's rate and bill impact model, suggesting that lower savings and costs would be more economically beneficial for NS Power's customers.

DATE FILED: July 8, 2015 Page 8 of 50 p. p. 51
DATE FILED: July 8, 2015 Page 8 of 50 1 3.0 LEGISLATIVE REQUIREMENTS 2 3 Unlike the Company's environmental and renewable generation requirements, the 4 expenditure level of DSM has not been legislatively mandated. There is nothing in the...

AI summary The document discusses the legislative requirements for Demand Side Management (DSM) in Nova Scotia, noting that DSM expenditure levels are not mandated by law. It outlines the responsibilities of EfficiencyOne (E1) and Nova Scotia Power Inc. (NS Power) under the Public Utilities Act, emphasizing the need for DSM programs to be affordable and in the best interests of customers.

Section 14 p. p. 51
33 Power's customers. Subsection 79L(6) states: DATE FILED: July 8, 2015 Page 9 of 50 Q _ (6) Notwithstanding subsection (5), in the application, the franchise holder is primarily responsible to provide information and evidence to the Boar...

AI summary The document discusses the lack of sufficient evidence provided by E1 to justify the affordability of its DSM programs. E1 did not present a lower-cost plan or alternative options to the Board, despite requests from NS Power. E1's preliminary scenario was not introduced as evidence and thus could not be used to assess affordability.

& lt;sup>10 Ibid, page 169, lines 8-10. p. p. 51
& lt;sup>10 Ibid, page 169, lines 8-10. 1 2 3 MR. CRANDLEMIRE: I'm not clear what data you're referring to. 4 MR. CLARKE: All of the analysis respecting whatever it is you 5 described the $35 million initial plan or however you describe it...

AI summary The discussion revolves around the submission of a single Demand Side Management (DSM) Plan by E1 to the Board, which is criticized as inconsistent with the Board's consultant's recommendation to consider multiple scenarios. The Board's need for comprehensive data and alternative scenarios is emphasized.

Preamble p. p. 51
17 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 16, 2015, page 538, lines 5-6. 18 Ibid, page 538, lines 12-13. Mr. Faulkner, on behalf of E1, also acknowledged on cross-examination by the IG that it would be ap...

AI summary NS Power acknowledges the benefits of DSM but emphasizes the need to balance short-term affordability with long-term savings. It recommends a DSM plan that provides 100 GWh of annual energy savings at a cost of $22 million per year, avoiding additional capacity requirements until 2032. E1 acknowledges that NS Power's proposal aligns with compliance requirements and could be more affordable for customers over the long term.

5.0 RATE PRESSURE p. p. 51
5.0 RATE PRESSURE Electricity rates are a critical consideration in assessing the affordability of DSM expenditures and an issue which the Board must take into account. Indeed, as noted above, the DOE in its comments on the balancing of sh...

AI summary The DOE opposes DSM spending that increases electricity rates, while NS Power argues DSM costs are incremental and not currently in customer rates. NS Power highlights DSM's flexibility and three-year review under the Public Utilities Act. The removal of the DSM rate rider in 2015 and use of fuel charges to address FAM deferrals are also discussed.

& lt;sup>24 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 19, 2015, pages 780-781. p. p. 51
& lt;sup>24 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 19, 2015, pages 780-781. 1 Although NS Power is confident E1 can deliver a program in the range of $22 million 2 that would produce the required demand a...

AI summary NS Power is confident that E1 can deliver a demand side management program worth $22 million, which would produce required demand and energy savings to avoid additional capacity requirements until 2032. However, the savings needed for the next 10 years are less than the average annual demand reduction required until 2032. E1 acknowledges that non-participants in the DSM Plan will see increased bills over the three-year contract period.

Section 26 p. p. 51
25 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 15, 2015, pages 141-142, lines 10-22 and lines 1-12. 26 Exhibit E-40, Evidence of Drazen Consulting Group on Behalf of the Industrial Group, June 2, 2015, pages 1...

AI summary The text discusses the uneven participation levels in demand-side management programs, noting that participants who undertake home renovations benefit more than those who only purchase discounted lightbulbs, leading to significant variations in payback.

DATE FILED: July 8, 2015 Page 20 of 50 p. p. 51
DATE FILED: July 8, 2015 Page 20 of 50 1 7.0 NS POWER'S PROPOSED SPENDING LEVEL 2 3 E1 has asserted that a reduction in DSM spending levels to $22 million per year would be 4 too drastic a change to implement and would require it "going al...

AI summary E1 argues that reducing DSM spending to $22 million per year would be too drastic, but NS Power claims there is no evidence this would impact DSM stability. NS Power's proposed 100 GWh of energy savings is slightly higher than E1's 2015 plan without the Home Energy Report. The Home Energy Report is provided by a non-Nova Scotian entity and its removal does not affect DSM capacity.

Section 28 p. p. 51
29 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 18, page 653, lines 9-17. The evidence presented was clear that E1 is capable of producing more energy savings for less cost. NS Power's analysis demonstrates the...

AI summary The text discusses the efficiency and cost-effectiveness of energy savings programs, particularly the Demand Side Management (DSM) plan. E1 is shown to be capable of producing more energy savings at a lower cost than previously modeled. NS Power's proposed DSM first year unit cost of $0.22/kWh is compared to averages in other Canadian jurisdictions. The text highlights the potential for cost reductions in energy efficiency programs.

Section 29 p. p. 51
average (per customer) DSM spending in such jurisdictions. 33 It is clear that the average Canadian contributes far less than what E1 is recommending Nova Scotians contribute. 25 26 27 28 Of note is that E1's response was to argue they can...

AI summary The text discusses E1's argument that eliminating a low-cost program and replacing it with higher-cost items has increased DSM spending, but there is no evidence that E1 attempted to replace it with another low-cost plan or reduce costs elsewhere. It also notes that E1 could achieve significant energy savings at a lower cost if it maintained its 2014 cost per kWh level.

Section 30 p. p. 51
asures (LED lights). It is also worthy to note that even if E1 maintained its 2014 level of cost per kWh of savings, it could produce 100 GWh of energy savings for approximately $25 to $26 million. • Achieving 100 GWh for $22 million is es...

AI summary The text discusses the cost-effectiveness of E1's Demand Side Management (DSM) Plan, noting that E1 could achieve 100 GWh of savings for around $25 to $26 million. It highlights that E1's proposed incentive budget is significantly lower than its original budget and that concerns were raised about the lack of evidence supporting the proposed incentive levels.

Section 32 p. p. 51
igawatt hours at 62.5 37 megawatt hours of demand savings over the three-year period is 38 informed by very specific market research, you would have no 39 reason to disagree with that; would you, sir? 41 MR. PICKLES: You know, I would thin...

AI summary The Industrial Group (IG) asserts that 37 megawatt hours of demand savings over three years are supported by market research. MR. PICKLES challenges this, arguing there is no evidence in the record justifying the incentive levels proposed.

1 2 3 been informed by that since some of them are so far outside the range of reasonableness. 37 p. p. 51
1 2 3 been informed by that since some of them are so far outside the range of reasonableness. 37 4 NS Power provides further submissions below with respect to its concerns 5 regarding the incentive levels proposed by E1 in the E1 DSM Plan...

AI summary NS Power argues that the proposed incentive levels in E1's DSM Plan are too high and not cost-effective compared to its own proposal, citing evidence showing similar savings at half the cost and expert testimony affirming the achievability of lower unit costs.

Section 34 p. p. 51
& lt;sup>37 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 18, 2015, pages 743-745, lines 3-22; lines 1-10; lines 14-22 and lines 1-5. 38 Exhibit E-33, NS Power Revised Evidence, June 1, 2015, Figure 4.1, page 35...

AI summary Nova Scotia's energy efficiency programs are described as relatively immature compared to other jurisdictions, with shorter program longevity. The discussion highlights that achieving cost targets requires focusing on cost-effective measures and implementing supportive policies.

Section 35 p. p. 51
of the 15 other adjustments that I've outlined, but and it requires a set of policies 16 that support those those activities. And but with that caveat, yes, it's achievable. 40 18 20 Finally, E1 has tried to argue that a reduction to a pla...

AI summary The text discusses E1's argument that reducing the DSM plan to an annual 100 GWh energy savings could lead to a loss of expertise and infrastructure, potentially resulting in future costs. The CA noted the difficulty in evaluating whether budget reductions would affect DSM operations. No evidence was provided to support the claim that NS Power's proposal would require a future ramp-up of DSM levels.

41 Exhibit 56, Opening Statement of the Consumer Advocate, June 11, 2015, page 4, line 4. p. p. 51
41 Exhibit 56, Opening Statement of the Consumer Advocate, June 11, 2015, page 4, line 4. 1 2 MR. CRANDLEMIRE: That's generally accepted, but certainly there 3 are implications to ramping up and ramping down. 4 5 MR. CLARKE: Would you agre...

AI summary The Consumer Advocate questions EfficiencyOne about the costs associated with pausing or restarting DSM programs, noting a lack of evidence provided. EfficiencyOne acknowledges experiencing such costs historically but has not quantified them.

8.0 NS POWER SYSTEM REQUIREMENTS p. p. 51
8.0 NS POWER SYSTEM REQUIREMENTS As noted above, the evidence before the Board is that no additional DSM is required by NS Power during the 2016-18 Contract Period for compliance with Nova Scotia's Renewable Electricity Standards or to mee...

AI summary NS Power states that no additional DSM is required during the 2016-18 Contract Period but proposes a DSM plan with 100 GWh annual savings. E1 challenges this, but the evidence supports Scenario D, which aligns with NS Power's proposal. A discussion between MR. CLARKE and MR. AGUINAGA clarifies that Scenario D is not included in the chart.

& lt;sup>44 Exhibit E-46, EfficiencyOne Reply Evidence, pages 8-9. p. p. 51
& lt;sup>44 Exhibit E-46, EfficiencyOne Reply Evidence, pages 8-9. 1 2 MR. AGUINAGA: That's the that's for the alternate scenario that Nova Scotia Power put forward, yes. 3 4 5 MR. CLARKE: No, sir, there are four scenarios that were put fo...

AI summary The discussion revolves around four scenarios presented by Nova Scotia Power, with EfficiencyOne's plan based on the base case. The dialogue explores the percentage differences between various demand savings figures and acknowledges that Nova Scotia Power's evidence indicates low risk of needing additional capacity until 2032, considering renewable energy investments and COMFIT build-out.

45 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 15, 2015, pages 112-114, lines 12-22; lines 1-22; and lines 1-3. p. p. 51
45 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 15, 2015, pages 112-114, lines 12-22; lines 1-22; and lines 1-3. 1 system an additional 500 GWh and more than supplements any potential shortfalls in 2 energy or...

AI summary The transcript discusses Nova Scotia Power's 2016-2018 Demand Side Management (DSM) Resource Plan, focusing on energy savings, capital investment avoidance, and compliance with Renewable Electricity Regulations. The plan aims to prevent new capacity or renewable investments up to 2032 and addresses potential RES compliance risks.

DATE FILED: July 8, 2015 Page 31 of 50 p. p. 51
DATE FILED: July 8, 2015 Page 31 of 50 1 9.0 INCENTIVES 2 3 As noted above, the amount of incentive funding in E1's originally proposed $121.5 4 million DSM expenditure represents approximately 67 percent of its costs. 47 However, 5 there...

AI summary The document discusses concerns raised by the Board regarding the incentive levels in E1's DSM Plan, noting that they are not substantiated and may be excessive. Testimony from Mr. Pickles and Mr. Drazen highlights the lack of justification for these incentives and questions their reasonableness and consistency.

lines 10-22 and lines 1-3. p. p. 51
lines 10-22 and lines 1-3. 1 2 NS Power submits E1's incentives are artificially high as E1 is biased to providing high 3 incentives in order to achieve their energy savings targets. NS Power refers to the 4 comments of the IG in its Openi...

AI summary NS Power argues that E1's incentives are artificially high, as E1 is motivated to achieve energy savings targets. NS Power references the Industrial Group's comments, suggesting that many DSM programs are cost-effective for customers without the need for incentives, especially given current higher rates. An example is provided where a dishwasher upgrade would recoup its cost in 3.5 months due to energy savings.

Section 45 p. p. 51
Given that the benefit-to-cost ratio given that benefit-to-cost ratio for the customer, why does EOne consider it necessary to provide a $200 incentive to the customer? That incentive becomes a cost that must be borne by all other customer...

AI summary The proceeding discusses concerns about the cost-effectiveness and justification of a $200 incentive provided by EOne for a DSM measure. NS Power argues that EOne's response to the incentive process was unresponsive and lacks evidence of a documented process or comparison to alternative incentives.

Section 46 p. p. 51
and strategies, which it did not do. It should have compared alternate incentives to E1's proposed amounts. Further, there was no comprehensive comparison to incentives in non-high cost jurisdictions. & lt;sup>51 Exhibit E-54, Opening Stat...

AI summary The document criticizes E1's process for not adequately considering the cost-effectiveness and affordability of incentives for NS Power customers. It highlights the lack of comprehensive comparison to non-high cost jurisdictions and the overemphasis on customer and trade ally input, potentially leading to inflated incentive requests.

Section 47 p. p. 51
ns to other jurisdictions, it appears the E1 process looks externally only very occasionally, and even then solely to other high cost jurisdictions (E1 cites Rhode Island, Vermont, and Massachusetts). NS Power submits that had the process...

AI summary NS Power argues that E1's incentive structure contains unreasonably high incentives, citing examples such as LED and variable frequency drive incentives. It recommends reducing E1's proposed incentive budget and adopting a protocol for setting incentives in future DSM plans. E1's process is criticized for not sufficiently referencing external jurisdictions.

& lt;sup>55 Exhibit E-68, EfficiencyOne Response to Undertaking 7, June 24, 2015, (PDF) page 116. p. p. 51
& lt;sup>55 Exhibit E-68, EfficiencyOne Response to Undertaking 7, June 24, 2015, (PDF) page 116. 1 10.0 E1'S POSITION 2 3 E1 ra sises a number of other arguments in support of its position which are addressed 4 below v. 5 6 10.1 2014 IRP...

AI summary EfficiencyOne (E1) argues that the 2014 Integrated Resource Plan (IRP) should guide the energy savings and expenditure levels for the DSM Plan. However, NS Power's rebuttal evidence challenges the use of a 25-year time horizon from the 2014 IRP, citing that it is not appropriate for the Contract Period due to uncertainty in long-term resource additions and the adequacy of near-term DSM measures.

1 asset with a useful life of 25 years or more, it does not optimize DSM levels. A similar p. p. 51
1 asset with a useful life of 25 years or more, it does not optimize DSM levels. A similar 2 view with respect to the use of the IRP for DSM planning purposes was expressed by the 3 IG, which stated in its Opening Statement as follows: 4 5...

AI summary The document discusses the Integrated Resource Plan (IRP) and its applicability to Demand Side Management (DSM) planning, highlighting the IRP's long-term nature and its limitations in addressing short-term DSM needs. The Industrial Group (IG) argues that the IRP is not suited for DSM due to its lack of flexibility and affordability considerations, while NS Power cites examples from other jurisdictions using shorter IRP periods.

Section 51 p. p. 51
32 forward about the growth of the "DSM industry" under E1 and its predecessor, Efficiency Nova Scotia, and the jobs it provides in Nova Scotia. Ms. Vincent stated on cross- DATE FILED: July 8, 2015 Page 37 of 50 Exhibit E-53, Industrial G...

AI summary The text discusses the growth of the DSM industry under E1 and its predecessor, Efficiency Nova Scotia, and the jobs it provides in Nova Scotia. Ms. Vincent made this statement during a cross-examination, referencing an exhibit from the Industrial Group's opening statement.

Exhibit E-60, Best Practices in Electric Utility Integrated Resource Planning Examples of State Regulations and Recent Utility Plans (Synapse), filed by NS Power, June 15, 2015. p. p. 51
Exhibit E-60, Best Practices in Electric Utility Integrated Resource Planning Examples of State Regulations and Recent Utility Plans (Synapse), filed by NS Power, June 15, 2015. 1 examination from the Board that industry capacity was one o...

AI summary NS Power argues that the impact of DSM infrastructure on industry capacity should not be considered when determining DSM spending levels, citing the Public Utilities Act's focus on customer affordability and best interests. NS Power's expert testified that DSM capacity should fluctuate based on demand, similar to generation capacity.

Section 53 p. p. 51
I generally disagree with much of EfficiencyOne's evidence about the 1 2 need to support excessive industry capacity for an extended period of time 3 under the assertion that it's difficult or more costly to ramp-up in the 4 That has certa...

AI summary The speaker disagrees with EfficiencyOne's argument that supporting excessive industry capacity is necessary due to the high cost of ramping up. They argue that examples in the U.S. show rapid increases in savings can be achieved. NS Power contends that the proposed 100 GWh DSM target does not require a major reduction in DSM activities, citing the removal of the Home Energy Report and other ongoing efficiency efforts outside of E1.

Section 54 p. p. 51
29 customers.63 NS Power also refers to the evidence of Mark Drazen on this issue: 32 31 who heat their homes electrically and is paid for by NS Power's shareholders at no cost to Page 39 of 50 & lt;sup>61 2016-2018 Demand Side Management...

AI summary The text refers to evidence from Mark Drazen regarding customers who heat their homes electrically, with costs being borne by NS Power's shareholders. It also cites a Demand Side Management Resource Plan from 2016-2018 (M06733) and mentions transcripts from June 2015.

& lt;sup>63 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 19, 2015, page 969, Lines 9-20. p. p. 51
& lt;sup>63 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 19, 2015, page 969, Lines 9-20. 1 2 While it is a hypothetical possibility, it is not a reason to incur more cost than necessary now. I have two observat...

AI summary The testimony discusses the impact of increasing DSM spending on rates, emphasizing that higher costs could negatively affect the provincial economy. It also suggests that adding rigor to the DSM incentive process and right-sizing incentives could reduce disparities between participants and non-participants without harming industry capacity significantly.

64 Exhibit E-40, Evidence of the Drazen Consulting Group, on behalf of the Industrial Group, June 2, 2015, page 19, lines 7-14. p. p. 51
64 Exhibit E-40, Evidence of the Drazen Consulting Group, on behalf of the Industrial Group, June 2, 2015, page 19, lines 7-14. 1 when sort of that stable level of activity and I believe in the Province's 2 energy report that one of the th...

AI summary The document discusses the changing supply and demand balance in Nova Scotia's electricity system, noting a significant decrease in demand due to the loss of major industrial customers and energy efficiency programs, as well as an increase in supply from new wind farms and COMFIT projects. It argues that affordability is more important than maintaining stable spending levels on demand-side management (DSM) programs.

& lt;sup>67 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 19, 2015, page 1007, lines 8-11. p. p. 51
& lt;sup>67 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 19, 2015, page 1007, lines 8-11. 1 whole until 2034. 68 This evidence was not challenged by E1 during its cross-examination 2 of either NS Power or Mr. D...

AI summary The transcript discusses E1's justification for not providing detailed information in its Application, arguing that its plan is comparable to prior DSM Plans that received Board approval. E1's position was not challenged during cross-examination.

Section 59 p. p. 51
22. E1's reliance on past practices, however, fails to account for the legislative changes to the DSM system in Nova Scotia. First, the Act now creates a new franchise system and deems the franchise holder to be a public utility for the pu...

AI summary E1's reliance on past practices is criticized for not accounting for legislative changes to the DSM system in Nova Scotia, which now require the Board to ensure affordability and customer interests. NS Power argues that E1 is unwilling to consider lower annual expenditure amounts, potentially increasing DSM costs in the future.

& lt;sup>69 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 18, 2015, page 470, lines 4-8. p. p. 51
& lt;sup>69 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 18, 2015, page 470, lines 4-8. 1 2 3 4 5 6 7 8 9 The Board's decisions regarding the 2016-2018 program will most likely set—or at least strongly influenc...

AI summary The 2016-2018 Demand Side Management (DSM) Resource Plan is discussed, with E1 arguing that cutting back on DSM programs would lead to higher costs and loss of momentum. E1 claims that DSM is more economical than fuel costs, citing a 50% return on investment. NS Power disagrees, stating E1's arguments are misleading.

72 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 18, 2015, page 635. p. p. 51
72 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 18, 2015, page 635. 1 DSM spending is not immediately offset by reduced fuel costs within the year the funds 2 are spent on DSM activities. The funds are spent bu...

AI summary The text discusses the delayed financial benefits of DSM spending, highlighting that while DSM activities reduce fuel costs over time, the initial costs are borne by customers in the short term. It notes that customers may face increased rates in the near term, with financial benefits only becoming apparent after 19 years if energy savings are achieved as forecasted.

DATE FILED: July 8, 2015 Page 44 of 50 p. p. 51
DATE FILED: July 8, 2015 Page 44 of 50 1 2 3 4 5 6 7 8 MR. BLUNDEN: It would be if it's realized but it's not a guaranteed return by any stretch because you're talking about savings and, you know, a certain set of assumptions have to actua...

AI summary The testimony highlights the uncertainty and long-term nature of benefits from demand-side management programs, noting that while some participants may see immediate savings, non-participants may not benefit for up to 20 years. The testimony references the 2016-2018 DSM Resource Plan and a prior hearing transcript.

19 11.2 Financial Settlement p. p. 51
19 11.2 Financial Settlement 20 21 E1, CA, SBA, AEC and EAC entered into a Terms of Consensus dated as of June 16, 2015 (Financial Settlement Agreement).77 22 NS Power does not support either the DSM 23 spending level or the energy and dem...

AI summary NS Power opposes the 2015 Financial Settlement Agreement (FSA) between E1, CA, SBA, AEC, and EAC, rejecting its DSM spending levels, energy savings targets, and proposed programs. It recommends revising the DSM plan to achieve 100 GWh/year savings at $22M spending. NS Power supports non-financial aspects referred to the DSM Advisory Group but objects to the FSA's approval. It also raises concerns about the Small Business Energy Study and Clean Nova Scotia program evaluations.

1 12.0 CONCLUSION p. p. 51
1 12.0 CONCLUSION 2 3 E1 has failed to discharge the burden placed on it under the Act. E1 has not provided the 4 evidence necessary to justify the DSM programs and level of expenditure put forward in 5 the E1 DSM Plan as being affordable...

AI summary E1 has not met its burden of proof to justify the DSM programs and expenditure levels in its plan as affordable or in customers' best interests. The proposed energy savings and costs are not necessary for regulatory compliance or system demand, and many incentives are deemed unreasonable. NS Power recommends a reduced DSM plan to support affordability and avoid additional capacity needs until 2032.

DATE FILED: July 8, 2015 Page 49 of 50 p. p. 51
DATE FILED: July 8, 2015 Page 49 of 50 1 that it would lead to an erosion of industry capacity (which is not a consideration under 2 the Act). In any event, the Act requires the matter to be reviewed every three years and, 3 if the situati...

AI summary NS Power requests the Board to approve a Non-Financial Settlement Agreement, reject a Financial Settlement Agreement and the 2016-2018 DSM Plan, and direct the creation of a revised DSM Plan with specific energy savings and investment targets. It also requests that E1 and NS Power finalize a Form of Agreement based on the revised plan and opposes changing the cost-effectiveness testing methodology.

MEMORANDUM p. p. 51
MEMORANDUM To: Nova Scotia Power From: David Pickles Date: July 6, 2015 Re: Review of EOne Undertaking U-4 This memorandum presents the findings of a review of EOne's Undertaking U‐4 in M06733 ‐ EfficiencyOne – Application for Approval of...

AI summary This memorandum from David Pickles reviews EOne's Undertaking U-4 in proceeding M06733, addressing the approval of a supply agreement between EfficiencyOne and Nova Scotia Power for electricity efficiency activities and the establishment of a 2016-2018 Demand Side Management (DSM) Plan.

2016-2018 DSM Plan NS Power Closing Submission Appendix A Page 2 of 3 p. p. 51
2016-2018 DSM Plan NS Power Closing Submission Appendix A Page 2 of 3 Memo to Nova Scotia Power July 6, 2015 Page 2 in this proceeding. Further, it is not clear that the process as described existed previously as a formal documented and ad...

AI summary E1 challenges the clarity and prior documentation of NSP's process for determining incentives under the 2016-2018 DSM Plan. The response to IR-12(g)(iv) highlights concerns about the lack of formalized procedures and references for incentive levels, emphasizing gaps in transparency and consistency.

Response: p. p. 51
Response: Please refer to EfficiencyOne's response to NSPI IR‐10 Attachment 1, filed electronically, for measure‐level incentives modelled in the EL‐RAM, which are provided in column BK. The modelled incentive dollars provided reflect actu...

AI summary The response critiques EfficiencyOne's (E1) use of the ELRAM model for incentive calculations, citing lack of rationale, excessive incentives compared to other jurisdictions, and failure to consider cost-effectiveness or affordability. It highlights flaws in E1's process, including reliance on customer input without quantitative criteria and benchmarking against high-cost states, leading to potentially inappropriate incentive levels.

2016-2018 DSM Plan NS Power Closing Submission Appendix A Page 3 of 3 p. p. 51
2016-2018 DSM Plan NS Power Closing Submission Appendix A Page 3 of 3 Memo to Nova Scotia Power July 6, 2015 Page 3 Finally, the research cited by E1 as supporting its process does not always appear to be sufficiently comprehensive (i.e.,...

AI summary NS Power criticizes the research provided by E1 as insufficient, outdated, and not comprehensive enough to support the incentive setting process for the 2016-2018 DSM Plan. The cited materials lack detailed analysis, particularly regarding non-residential incentive levels, and are not sufficient to justify the proposed E1 budget.

62380Closing Submission - Efficiency One 33 passages
EfficiencyOne p. p. 0
EfficiencyOne IN THE MATTER OF The Public Utilities Act , R.S.N.S. 1989, c. 380, as amended. - and - IN THE MATTER OF An Application pursuant to Subsection 79J(3) of the Public Utilities Act for Approval of the 2016-2018 Supply Agreement f...

AI summary The document pertains to a regulatory proceeding under the Public Utilities Act, R.S.N.S. 1989, c. 380, concerning an application for approval of a 2016-2018 supply agreement focused on electricity efficiency and conservation activities.

Preamble p. pp. 2-51
the $53 million currently embedded in rates, the level of 25 DSM in the Quantum Agreement - on its own - will not impact rates. This is an important short- 26 term affordability consideration. 27 28 In addition, the level of energy savings...

AI summary The document discusses the affordability impact of the Quantum Agreement and EfficiencyOne's proposed Plan, noting that while the agreement does not impact current rates, it will save over $400 million in electricity costs over time. EfficiencyOne argues that efficiency is the lowest-cost supply option, while NS Power claims the proposed plan is not affordable and suggests a lower investment level.

4 Evaluation and Verification Reports and Additional Reporting p. p. 6
4 Evaluation and Verification Reports and Additional Reporting - 5 The Consensus Agreement addressed evaluation and reporting 1 , by which there would be annual - 6 program impact evaluations, as well as process evaluations at the organiza...

AI summary The Consensus Agreement outlines EfficiencyOne's obligations for annual program impact evaluations, process evaluations, and reporting on performance requirements. It addresses handling 'substantial changes' (≥25% variance), mid-course adjustments requiring advance notice, and avoiding annual rate-class impacts. EfficiencyOne seeks Board approval for the agreed evaluation reporting procedure.

2 Program Cost Allocation p. pp. 6-7
2 Program Cost Allocation 3 - In the Consensus Agreement, the Parties agreed to discuss further the issue of cost allocation.[3](#page-7-1) 4 - 5 Accordingly, EfficiencyOne respectfully asks the Board to approve the terms and conditions se...

AI summary EfficiencyOne requests the Board to approve the Consensus Agreement's DSM cost allocation terms, noting the omission of the 2014 Balance Adjustment and advocating for its inclusion in future discussions.

13 Rate and Bill Impact Analysis p. pp. 7-8
13 Rate and Bill Impact Analysis 14 - 15 In the Consensus Agreement, the Parties agreed to a process regarding rate and bill impact - analysis[4](#page-7-2) 16 . 17 - 18 Under this agreement, EfficiencyOne has agreed to develop, in consult...

AI summary EfficiencyOne agrees to revise its rate and bill impact analysis with DSM Advisory Group input, including fixed cost contributions, and to file annual historical analyses. It argues against dismissing its current analysis, emphasizing its intent to show long-term DSM benefits rather than detailed projections, and cites Synapse consultant Tim Woolf's recommendations.

16 Performance Targets, Indicators, and Thresholds p. pp. 8-9
16 Performance Targets, Indicators, and Thresholds 17 18 In the Consensus Agreement, the Parties came to an agreement with respect to Performance Targets, Indicators, and Thresholds.[6](#page-8-2) 19 The Parties agreed that Performance Tar...

AI summary The Parties agreed on three-year performance targets, 90% compliance thresholds, and specific energy and demand savings targets (405.9 GWh and 62.5 MW). EfficiencyOne seeks Board approval for these terms in the Consensus and Quantum Agreements.

19 Establishment of a Standardized filing for future applications to approve DSM p. p. 10
19 Establishment of a Standardized filing for future applications to approve DSM

AI summary The proposal aims to establish a standardized filing process for future Demand Side Management (DSM) applications, ensuring consistency and efficiency in approvals under the Nova Scotia Utility and Review Board. This aligns with Integrated Resource Plan (IRP) requirements, streamlining regulatory procedures for DSM initiatives.

20 Supply Agreement p. p. 10
20 Supply Agreement 21 - 22 The Consensus Agreement addresses the establishment of a standardized filing for future - applications[15](#page-10-4) 23 . Accordingly, EfficiencyOne asks that the Board approve the terms and conditions - 24 of...

AI summary The Consensus Agreement seeks to establish a standardized filing process for future DSM Supply Agreement applications, as requested by EfficiencyOne. The standardized filing, vetted by the DSM Advisory Group, includes program templates and specific metrics. EfficiencyOne may add relevant information and must provide technical data in its Plan filing.

24 OTHER PROCUREMENT ISSUES p. pp. 11-12
24 OTHER PROCUREMENT ISSUES 25 26 The status of the KPMG procurement recommendations was not raised during the course of the 27 hearing before the Board. 16 Exhibit 1. EfficiencyOne Evidence, Filed February 27, 2015, Appendix "C". - 1 As s...

AI summary EfficiencyOne relies on KPMG's 2014 internal audit findings for procurement practices, despite KPMG recommendations not being addressed during the hearing. Additional audits were filed in April 2015, with plans to develop a cost containment audit scope with the DSM Advisory Group under the 2015 DSM Resource Plan Settlement Agreement.

11 HST p. pp. 12-14
11 HST 12 - 13 Under the former DSM administration structure, following the advice of experts, Efficiency - 14 Nova Scotia Corporation ("ENSC") (as it then was) sought a ruling from the Canada Revenue - 15 Agency. Specifically, ENSC sought...

AI summary EfficiencyOne discusses the historical HST issues related to DSM programs and asserts that its new Supply Agreement with NS Power ensures HST is only collected once, avoiding double payment by customers. It also claims compliance with the Public Utilities Act for its proposed DSM Resource Plan.

1 (2) Each agreement must p. p. 14
1 (2) Each agreement must 2 3 (a) be for a term of 3 years, ending on December 31st of the third year of the 4 agreement; 5 (b) not be terminable or terminated unless the franchise holder's franchise is 6 terminated or the termination is a...

AI summary The text outlines requirements for agreements related to electricity efficiency and conservation activities, including term length, termination conditions, and payment terms. It references the Public Utilities Act and proposes the approval of a 2016-2018 DSM Resource Plan with specific investment amounts for each year.

15 OUTSTANDING ISSUES OF DSM SUPPLY AGREEMENT p. pp. 15-16
15 OUTSTANDING ISSUES OF DSM SUPPLY AGREEMENT 16

AI summary The document outlines outstanding issues related to the Demand Side Management (DSM) supply agreement, potentially involving the Integrated Resource Plan (IRP). Key topics include demand-side management and supply agreements, with no specific claims or cross-references provided.

17 Position of EfficiencyOne p. p. 16
17 Position of EfficiencyOne 18 - 19 Appendix J to the EfficiencyOne 2016-2018 DSM Filing set out the form of DSM Supply - 20 Agreement negotiated between EfficiencyOne and Nova Scotia Power Incorporated ("NS - 21 Power") prior to the fili...

AI summary EfficiencyOne outlines its position regarding the 2016-2018 DSM Filing, noting an agreement with Nova Scotia Power that was not finalized at the time of the Application. Outstanding issues include the quantity of DSM activities, contract deliverables, and contract price.

- 31 cumulative energy and peak demand savings. EfficiencyOne's evidence supported by the p. pp. 16-17
- 31 cumulative energy and peak demand savings. EfficiencyOne's evidence supported by the 1 Dunsky Report – DSM Performance Indicators25 , recommended that the approved Performance 2 Target include a cumulative annual energy and peak deman...

AI summary The document discusses the resolution of a performance target issue related to cumulative energy and peak demand savings under the DSM Plan. The Consensus Agreement sets a 90% achievement threshold for these targets, with a regulatory process triggered if this threshold is not met. The remaining outstanding items include the quantity of DSM and contract price.

Position of Nova Scotia Power p. pp. 17-18
Position of Nova Scotia Power 12 - NS Power indicated in its evidence that the EfficiencyOne DSM Plan (at the original investment - level of $121.5 million for the 3-year contract) was neither cost-effective nor affordable on the - 15 grou...

AI summary Nova Scotia Power argues that the EfficiencyOne DSM Plan's investment level is too high and not cost-effective, citing comparisons with Canadian jurisdictions. EfficiencyOne counters that NS Power's analysis is flawed and based on inaccurate data, with Mr. Dunsky reviewing the analysis and finding issues.

& lt;sup>27 Exhibit 1, EfficiencyOne Evidence, Appendix B, page 1, lines 24-25. p. pp. 18-19
& lt;sup>27 Exhibit 1, EfficiencyOne Evidence, Appendix B, page 1, lines 24-25. 1 I have reviewed Mr. Pickles' benchmarking exercise, and find no support 2 whatsoever for his conclusions. To the contrary, a more careful examination of the...

AI summary The reviewer found no support for Mr. Pickles' conclusions regarding Efficiency Nova Scotia's performance, noting that it aligns with Canadian peers and may be lower cost than U.S. counterparts. The Board also heard testimony about irregularities in Mr. Pickles' benchmarking methodology, including issues with jurisdiction selection and data application.

1 NS Power Alternate Scenarios p. pp. 23-26
1 NS Power Alternate Scenarios 2 3 In its evidence, NS Power has advanced four "alternate scenarios" and suggests the ones in the 4 range of $22 million per year would be "best aligned with the near and mid-term needs of Nova Scotia Power'...

AI summary NS Power proposed four alternate scenarios for electricity efficiency and conservation activities, suggesting those costing around $22 million per year are best aligned with system and customer needs. EfficiencyOne rejects this approach, emphasizing its role as franchise holder and the Board's responsibility to determine cost-effective measures under the Public Utilities Act.

DATE FILED: July 8, 2015 Page 25 of 59 p. p. 26
DATE FILED: July 8, 2015 Page 25 of 59 Transcript, June 18, 2015, Page 724, lines 5-8. 44 Transcript, June 18, 2015, Page 726, lines 1-5. Transcript, June 18, 2015, Page 747, lines 5-11. 1 During cross-examination of scenario (c): 2 3 Mr....

AI summary The text discusses NS Power's proposed DSM investment scenarios, highlighting inconsistencies in their positions. NS Power suggests a $22 million annual investment for a DSM Plan but presents scenarios ranging from $21.7 million to $36.7 million annually. During cross-examination, NS Power acknowledges that only two of the scenarios align with the proposed investment.

[emphasis added] p. pp. 27-28
[emphasis added] Transcript, June 18, 2015, Page 724, line 17 to Page 725, line 22. 2 Under cross-examination, Mr. Pickles testified as to the manipulation of inputs to the EL-RAM 3 model for the various scenarios presented. His testimony...

AI summary EfficiencyOne argues that Nova Scotia Power (NSP) manipulated the EL-RAM model's logic to influence outcomes, rendering scenarios unreliable. They assert the Board should disregard these scenarios, emphasizing the model's sophistication and regulatory history.

50 Public Utilities Act , RSNS 1989, c 380, ss 79L (8) & (9). p. pp. 30-31
50 Public Utilities Act , RSNS 1989, c 380, ss 79L (8) & (9). 1 In developing its DSM Resource Plan Application for 2016-2018, EfficiencyOne considered 2 affordability. The CEO of EfficiencyOne stated in his opening statement: 3 4 The 2016...

AI summary EfficiencyOne's 2016-2018 DSM Resource Plan Application emphasizes affordability, highlighting cost-effectiveness, long-term savings, and alignment with Nova Scotia Power's Integrated Resource Plan. The plan aims to ensure long-term affordability for Nova Scotians by incorporating energy efficiency as a key supply strategy.

Section 46 p. p. 31
1 EfficiencyOne has factored in affordability to its Quantum Agreement investment level of 2 $113.5 million: 3 4 • It is $69 million, or 38 percent, less (over the three-year term) than the Mid-DSM level of 5 the IRP's Preferred Resource P...

AI summary EfficiencyOne's Quantum Agreement investment level of $113.5 million is significantly lower than previous DSM investment levels and aims to balance short and long-term affordability. It avoids new capacity additions until 2032 and ensures a balanced participation across sectors.

Section 47 p. pp. 31-33
ordability 28 while ensuring that DSM can be gradually "ramped up" in future years, as needed. 29 30 • It addresses long-term affordability through avoidance of new capacity additions until 31 2032. 2 None of the above factors were success...

AI summary The text discusses the affordability and balance of NS Power's DSM budget, highlighting that NS Power's proposal allocates only 25% of the DSM budget to residential customers, despite their significant share of energy load and revenues. This is contrasted with EfficiencyOne's more balanced approach, which allocates 48% of the DSM budget to residential customers.

Exhibit 42. Direct Evidence of Paul Chernick. Page 38, lines 6-20. p. pp. 33-34
Exhibit 42. Direct Evidence of Paul Chernick. Page 38, lines 6-20. 1 customer inequities, and is not consistent with best practices in DSM program 2 design.54 3 4 … 5 6 NSPI discusses affordability almost entirely in terms of the amount of...

AI summary The text discusses concerns about the affordability of DSM programs, emphasizing that NSP's approach focuses on budget reduction rather than broader affordability indicators. It argues that the most important affordability indicator is the impact on electricity system costs, measured by the net present value of revenue requirements (PVRR), and supports using the PAC test to evaluate DSM resources.

15 [emphasis added] p. pp. 34-38
15 [emphasis added] 16 - 17 The uncontradicted evidence presented in the hearing established an estimated average - 18 generation cost of 12 cents per kWh while the corresponding cost of avoiding this kWh of - 19 generation through DSM equ...

AI summary The document highlights that DSM investments cost 3 cents per kWh, significantly lower than the 12 cents per kWh generation cost, making them affordable for Nova Scotia ratepayers. EfficiencyOne's plan, under the Quantum Agreement, achieves savings at 1.7 cents per kWh. The Consumer Advocate emphasizes DSM's focus on bill savings, not just generation avoidance, countering NSP's framing.

10 DSM Included in Rate Impacts p. p. 38
10 DSM Included in Rate Impacts 11 12 During the hearing, NS Power vigorously rejected the concept that any monies were "in rates" 13 for DSM on the basis that the DSM rate rider was to be effectively removed from bills effective 14 Januar...

AI summary NS Power claims that DSM investments are not in rates, arguing that removing the DSM rate rider would not increase rates. However, the document highlights that DSM has historically been funded by ratepayers, with investments ranging from 2011 to 2014. The Board Chair challenges this claim, noting that funds were not reduced but merely diverted.

61 Transcript, June 18, 2015, Page 778, line 14 to Page 786, line 3. p. pp. 38-41
61 Transcript, June 18, 2015, Page 778, line 14 to Page 786, line 3. 1 2 On the non-fuel rates, the charge came off of the bills and the costs then, beginning 3 on January 1 of 2015, were now deferred as opposed to being collected from 4 c...

AI summary The discussion revolves around the deferral of non-fuel costs and the handling of demand-side management (DSM) funding. The Chair notes that $53 million in rates was allocated for DSM, and Efficiency Nova Scotia is requesting approval for a $37 million program. Mr. Blunden clarifies that there was no money in rates for DSM in 2014, as it was covered by a rider, and that non-fuel costs in 2015 effectively resulted in a rate reduction.

1 COST-EFFECTIVENESS SCREENING p. pp. 42-45
1 COST-EFFECTIVENESS SCREENING 3 In its Application, EfficiencyOne requested approval to change the primary cost-effectiveness testing methodology from the TRC to the PAC for subsequent DSM Resource Plans.[65](#page-44-1) 4 In support of t...

AI summary EfficiencyOne requested approval to switch from the TRC to the PAC test for DSM Resource Plans, citing benefits like fairness and alignment with the Public Utilities Act. NS Power opposed the change, arguing that PAC lowers the cost-effectiveness standard, potentially leading to suboptimal choices. EfficiencyOne defends the shift as necessary to ensure unbiased screening and align with industry best practices.

Exhibit 33. NS Power Revised Evidence, Page 43, Lines 17-19. 70 Exhibit 1. EfficiencyOne Evidence filed February 27, 2015, Appendix "I", Pages 1 and 2. p. pp. 45-46
Exhibit 33. NS Power Revised Evidence, Page 43, Lines 17-19. 70 Exhibit 1. EfficiencyOne Evidence filed February 27, 2015, Appendix "I", Pages 1 and 2. 1 EfficiencyOne submits that there is no evidence before the Board to demonstrate that...

AI summary EfficiencyOne argues that there is no evidence that shifting from TRC screening to PAC screening would relax standards and requests the Board to refer the issue to the DSM Advisory Group for further consideration. EfficiencyOne also refutes claims that incentives are necessary for all energy-saving measures.

Section 62 p. pp. 46-48
uggested to them from the measure are true? 27 Mr. Drazen: Yeah I think that's correct[73](#page-48-1) 28 . 29 [emphasis added] 72 Transcript, June 15, 2015, Page 174, line 12 to Page 175, line 20. 73 Transcript, June 19, 2015, Page 1017,...

AI summary Mr. Drazen acknowledges that incentives cannot be purely formulaic and must incorporate market behavioral research. Mr. Dunsky explains that market research is conducted to understand cost differentials and barriers, citing an example related to energy-efficient commercial dishwashers.

[emphasis added] p. pp. 51-54
int, Mr. Dunsky stated: Transcript, June 16, 2015 Page 340, line 17 to Page 341, line 16. 80 Transcript, June 16, 2015, Page 342, Lines 2-3. Mr. Dunsky: …And so one of things that we'll do is a barrier analysis. And this is really critical...

AI summary Mr. Dunsky emphasizes the importance of barrier analysis in determining appropriate incentive levels for efficiency programs. He highlights the flexibility of the current framework, allowing EfficiencyOne to adjust incentives and reallocate funds to high-performing areas. EfficiencyOne submits that evidence supports the framework's effectiveness in minimizing incentives and optimizing savings opportunities.

18 LEGISLATIVE FRAMEWORK p. pp. 55-57
18 LEGISLATIVE FRAMEWORK 19 20 The introduction of the Electricity Efficiency and Conservation Restructuring (2014) Act in 2014 21 brought with it a revised legislative framework for the delivery of demand side management 22 activities in...

AI summary The 2014 Electricity Efficiency and Conservation Restructuring Act revised Nova Scotia's legislative framework for demand-side management (DSM), requiring NS Power to negotiate with EfficiencyOne. The legislation assigns the Board authority to determine DSM investment levels, considering 'affordability' (undefined). EfficiencyOne argues undefined affordability hinders negotiations but cites the Quantum Agreement as evidence of balancing short-term and long-term DSM benefits.

CONCLUSION p. pp. 57-58
CONCLUSION 2 1 - 3 EfficiencyOne respectfully requests an Order from the Board approving: - 4 (1) The 2016-2018 DSM Resource Plan 88 , as modified by the terms of the Quantum - 5 Agreement and the Consensus Agreement as applicable; and - 6...

AI summary EfficiencyOne requests the Board to approve the modified 2016-2018 DSM Resource Plan and related agreements, including the Supply Agreement and its schedules.

Compensation p. p. 60
Compensation The schedule below identifies the monthly payments (not including HST) by Nova Scotia Power Inc. (NSPI) to EfficiencyOne for the Contract Price of $116 million (in nominal dollars) over the term of the 2016-2018 Agreement for...

AI summary The text outlines the monthly payment schedule by Nova Scotia Power Inc. (NSPI) to EfficiencyOne under the 2016-2018 Agreement, which includes a Contract Price of $116 million for energy and demand savings. Payments are made monthly, excluding HST, and are due on the first day of each month.

62381Closing Submission - Industrial Group 12 passages
NOVA SCOTIA UTILITY AND REVIEW BOARD p. p. 2
NOVA SCOTIA UTILITY AND REVIEW BOARD IN THE MATTER OF: The Public Utilities Act , R.S.N.S. 1989, c.380 as amended IN THE MATTER OF: An Application by EfficiencyOne for Approval of a Supply Agreement for Electricity Efficiency and Conservat...

AI summary The Nova Scotia Utility and Review Board is considering EfficiencyOne's application for approval of a supply agreement with Nova Scotia Power Inc. The matter involves establishing a final agreement and approving a 2016-2018 Demand Side Management Resource Plan under the Public Utilities Act.

(II) DOLLAR BUDGET AND PROGRAM SAVINGS p. p. 2
(II) DOLLAR BUDGET AND PROGRAM SAVINGS 7. The Industrial Group was not a signatory to Exhibit E-61, the Agreement among E1 and two customer class stakeholder groups (residential and small business) (the "Budget Agreement"). For the reasons...

AI summary The Industrial Group opposes the proposed DSM investment level of $113.5 million for 2016–2018, arguing that the energy savings targets are unnecessary for NSPI's system needs and that non-participants will bear the cost for over 20 years. They also claim that energy savings can be achieved at a lower cost.

(a) Proposed Target Energy and Demand Savings Are Not Needed p. pp. 2-3
(a) Proposed Target Energy and Demand Savings Are Not Needed - 10. There is no dispute that, from the perspective of NSPI's system, E1's targeted energy and demand savings are not needed during the contract period. As shown in figure 4.1 (...

AI summary NSPI argues that E1's proposed energy and demand savings targets are unnecessary during the contract period, as existing DSM measures can avoid additional generation capacity until 2032. E1 did not dispute this for 2016–2018, and both low and base DSM scenarios require similar capacity additions until 2032.

(b) No System Risks by Not Undertaking Higher Levels of DSM p. pp. 3-4
(b) No System Risks by Not Undertaking Higher Levels of DSM 13. The Industrial Group explored with the NSPI panel what the risks would be if the DSM energy savings were set at the low level. In response to questions, NSPI indicated that th...

AI summary The Industrial Group and NSPI argue that setting DSM energy savings at low levels poses no system requirement or RES compliance risks between 2016-2018. NSPI claims capital investments for new capacity or renewables can be avoided until 2032 with a 100 GWh/year DSM plan. The Industrial Group opposes higher DSM investment, citing lack of risks.

(c) Vague and Unquantified Risks to "Efficiency Industry" p. pp. 5-6
from 22 percent to 35 percent (average quarterly results)." In fact, in recognition of the increased awareness of E1, E1 plans that this aspect of its advertising budget will be decreased in 2015. 15 - 23. In terms of the other potential i...

AI summary The text argues that scaling back DSM funding won't cause steep rate increases, citing the IRP's findings. E1 plans to reduce advertising spending, while Mr. Drazen emphasizes Nova Scotia's 'efficiency culture' and past cost management strategies. The IRP also shows no system need for higher DSM levels.

28. And later: p. pp. 6-8
28. And later: Mr. Gogan: Mr. Pickles, you would agree it takes time to build up the infrastructure necessary to deliver a successful DSM portfolio? Is that correct? 18 Transcript, June 16, 2015, cross-examination of Mr. Crandlemire, pp.55...

AI summary Mr. Pickles testified that DSM program timelines vary depending on program type, with some programs able to be implemented quickly while others take longer. He emphasized the need to balance timing with carrying costs, contrasting with Mr. Gogan's challenge on EfficiencyOne's ability to dispatch programs as needed. Reference is made to a 2009 South Carolina Docket where Mr. Pickles faced prior challenges.

(d) Incentives Are Too High p. p. 12
- 44. With respect to the Instant Saving Pricing Research (Attachment 6 to Undertaking U-4), it finds that the rebate offered by EfficiencyNS at the time for an Energy Star light bulb brought the cost within a consumer's acceptable price r...

AI summary The document criticizes E1's proposed 100% rebate incentives for energy efficiency measures, arguing they are excessive despite retail prices already being within acceptable ranges. The Industrial Group expresses concerns that E1's service framework disincentivizes reducing incentives, as performance targets prioritize measurable outcomes over enabling strategies like education. E1's inability to count non-incentive-based strategies toward targets is highlighted as a flaw.

(e) Alternative Proposal p. pp. 13-14
(e) Alternative Proposal - 51. The Industrial Group presented one simple approach used in Florida in designing DSM Plans. There, the Florida Public Service Commission screens out efficiency measures with a payback of two (2) years or less...

AI summary The Industrial Group proposed Florida's approach to exclude efficiency measures with paybacks under two years. Mr. Drazen suggested using TRC thresholds (1.1) to adjust incentives, estimating an $81M budget. Florida's method could further reduce annual costs by $8M. Mr. Pickles' methodology aligns with Drazen's, focusing on right-sizing incentives based on TRC ratios.

(III) AFFORDABILITY p. pp. 14-15
(III) AFFORDABILITY - 59. All participants have spoken about affordability and what it means. The Industrial Group wishes to make it clear that it does not favour short-term affordability at the expense of long-term risks. The Industrial G...

AI summary The Industrial Group emphasizes balancing short-term and long-term affordability, advocating for a 10-20 year IRP horizon and regular reviews of DSM spending. They note NSPI's existing rate capacity for DSM and recommend future transparency and scenario modeling by E1 and NSPI.

(IV) OPERATIONAL FLEXIBILITY SOUGHT IMPACTS CUSTOMER RATES p. pp. 15-17
(IV) OPERATIONAL FLEXIBILITY SOUGHT IMPACTS CUSTOMER RATES - 66. E1 delivers programs to two sectors: the Residential Sector and the BNI Sector (Business, Non-Profit and Institutional). Over the three year contract period, the budget for e...

AI summary E1 proposes operational flexibility in managing DSM budgets for Residential and BNI sectors, allowing up to 25% budget shifts without advance notice. This flexibility may cause instability in customer rates, as DSM costs are based on forecasts and could lead to unpredictable rate class variations despite overall budget stability.

[short pause] p. p. 17
[short pause] Mr. Faulkner: Certainly we recognize that the customer classes don't – would prefer that we don't over spend under the current model, and we do our level best to manage that. It's worth pointing that that's to the detriment o...

AI summary Mr. Faulkner acknowledges challenges in managing rate classes under the current model, which may hinder customer energy-saving participation. The Industrial Group opposes E1's proposed 25% sector-level funding flexibility, arguing it could disproportionately impact customer classes and requests regulatory guidance to ensure equitable ratepayer management.

(V) CONCLUSION AND RECOMMENDATIONS p. pp. 17-19
(V) CONCLUSION AND RECOMMENDATIONS - 76. This was the first contract to be negotiated between E1 and NSPI. It is unfortunate that the parties were not able to reach agreement however, the silver lining is that the process provided more inf...

AI summary The Industrial Group recommends the Board approve a Non-Budgetary Consensus Agreement, reject E1's proposed DSM investment level, and direct E1 to implement a lower spending plan with specific energy and demand savings targets. They also request additional time for settlement discussions and emphasize the need for transparency and appropriate incentive levels in E1's programs.

62382Closing Submission - Consumer Advocate 9 passages
VIA EMAIL p. p. 0
VIA EMAIL 27235 Ms. Doreen Friis Regulatory Affairs Officer/Clerk Nova Scotia Utility and Review Board 1601 Lower Water Street, 3rd Floor Halifax, NS B3J 3S3 Dear Ms. Friis: Re: M06733 – EfficiencyOne – Application for Approval of a Supply...

AI summary The Consumer Advocate submits a closing statement regarding M06733, involving EfficiencyOne and Nova Scotia Power Inc.'s application for a supply agreement and approval of a 2016-2018 Demand Side Management (DSM) Plan.

THE IMPORTANCE OF DSM TO NOVA SCOTIA p. p. 0
THE IMPORTANCE OF DSM TO NOVA SCOTIA It is the view of the Consumer Advocate that an effective and robust DSM program is an important component in meeting the energy requirements of Nova Scotians. We continue to rely heavily on fossil fuel...

AI summary The Consumer Advocate emphasizes that DSM is crucial for Nova Scotia's energy needs due to reliance on fossil fuels and limited alternative sources. While renewable options like wind and hydro exist, they face cost, supply, or capacity challenges. DSM is highlighted as cost-effective, reducing demand cheaper than generation, though upfront costs concern ratepayers, particularly small businesses.

AFFORDABILITY p. p. 0
AFFORDABILITY The Board has the mandate to ensure rates that recover the cost of a DSM program are just and reasonable. The Province has recently added the terminology of "affordability". It is the submission of the Consumer Advocate that...

AI summary The Board must ensure that DSM program rates are just and reasonable. The Consumer Advocate argues that the proposed DSM program by EfficiencyOne is affordable, citing consistency with past spending, adherence to a provincial cap, and no rate increases. The Province’s cap of $35 million is presumed to be within the range of affordability.

APPROPRIATE INCENTIVE LEVELS p. p. 0
APPROPRIATE INCENTIVE LEVELS It is essential the incentives offered through DSM programming strike an appropriate balance. Incentive levels should only be set to the level needed to incent participation. At several times throughout the hea...

AI summary The document emphasizes the need for balanced incentives in Demand Side Management (DSM) programs, with the Board expressing concerns about overpayment. The Consumer Advocate supports rigorous evaluation processes, suggesting the DSM Advisory Group as a platform for submissions, leading to EfficiencyOne developing a protocol for implementation.

LET EFFICIENCYONE DO ITS JOB p. p. 0
LET EFFICIENCYONE DO ITS JOB While the Consumer Advocate shares the view that DSM programs must be both efficient and effective, we agree that performance of DSM programs must be monitored by the Board. But at the same time, it is to be pr...

AI summary The Consumer Advocate agrees that DSM programs must be monitored by the Board but argues that EfficiencyOne, as a capable DSM supplier, should be given 'elbow room' to perform its role effectively.

THE NSPI POSITION IN THIS PROCEEDING p. p. 0
THE NSPI POSITION IN THIS PROCEEDING The Consumer Advocate makes the following comments in relation to the position adopted by NSPI in this proceeding. NSPI does not demonstrate that it is possible to design a reasonable DSM plan at a $22...

AI summary The Consumer Advocate criticizes NSPI's position in the proceeding, arguing that NSPI's proposed DSM plan at a $22 million per year spending level is not reasonable and that its 'Alternative Plan' is not a viable portfolio as it is only an illustration.

The Alternative Plan: p. p. 0
The Alternative Plan: - (i) Removes end-use categories not based on the TRC but on the first-year cost per kWh saved. - (ii) Eliminates most residential programs, resulting in an inequitable portfolio that violates a primary requirement of...

AI summary The Alternative Plan is criticized for removing end-use categories based on cost per kWh, eliminating residential programs, and understating DSM value. NSPI's explanation is challenged, with claims that it misrepresents new construction measures and ignores benefits like steam plant layups and RES credits. Arguments highlight inequitable portfolios, load shape assumptions, and missed opportunities in energy retrofits.

CONSENSUS AGREEMENTS p. p. 0
CONSENSUS AGREEMENTS The Board has been presented with two Consensus Agreements in this matter. The first, E-61, represents an agreement among EfficiencyOne, Consumer Advocate, Small Business Advocate, Affordable Energy Coalition and the E...

AI summary The Board considers two Consensus Agreements (E-61 and E-62) involving multiple stakeholders, including EfficiencyOne, NSPI, and advocacy groups. The agreements reference DSM spending and align with the Board's view that settlement agreements, when supported by all customer classes, serve the public interest. The Board emphasizes transparency in the settlement process, citing prior rulings in Nova Scotia Power Inc. , 2008 NSUARB 140 (CanLII).

NSPI'S CONFLICT OF INTEREST p. p. 0
NSPI'S CONFLICT OF INTEREST The Consumer Advocate has on previous occasions expressed concern that NSPI is in a position of conflict of interest when it is involved in the establishment and implementation of DSM programming. In the view of...

AI summary The Consumer Advocate argues that NSPI has a conflict of interest in DSM programming, citing lower expenditure proposals and suggesting that NSPI's position should be discounted due to potential bias. The Advocate highlights increased spending under Efficiency Nova Scotia and validates the programs' effectiveness.

62386Final Submission - Ecology Action Centre 9 passages
NOVA SCOTIA UTILITY AND REVIEW BOARD p. p. 0
NOVA SCOTIA UTILITY AND REVIEW BOARD IN THE MATTER OF: THE PUBLIC UTILITIES ACT - and - IN THE MATTER OF: Application by EfficiencyOne for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between Effici...

AI summary EfficiencyOne seeks approval for a supply agreement with Nova Scotia Power Inc., focusing on energy efficiency and conservation. The proceeding also addresses the approval of a 2016-2018 Demand Side Management (DSM) Plan, aiming to establish a final agreement between the parties under the Public Utilities Act.

SUMMARY p. p. 0
SUMMARY The Ecology Action Centre wishes to: - (1) express support for the stakeholder settlement agreement presented to the Board; - (2) articulate that the proposed settlement agreement represents a significant concession in the interest...

AI summary The Ecology Action Centre supports a stakeholder settlement agreement but highlights its deviation from the Integrated Resource Plan's activity levels, emphasizing short-term affordability concessions. They advocate linking avoided costs to program benefits, reaffirming mid-course adjustments, proposing a revised discount rate for DSM programming, and requesting cost-recovery.

DSM Investment Level p. pp. 0-1
DSM Investment Level At $113.5 million, the Settlement Agreement proposes a level of investment $8 million lower than the level of investment initially proposed by E1 ($121.5 million) and $69.1 million lower than the mid-level DSM investme...

AI summary The Settlement Agreement proposes a DSM investment level of $113.5 million, which is $8 million lower than E1's initial proposal and $69.1 million lower than the mid-level investment from the Navigant study. E1 plans to absorb the budget reduction while maintaining savings targets. EAC argues that the investment level ensures affordability and highlights the importance of DSM as the lowest cost option for ratepayers.

Small Business Energy Study p. pp. 1-2
Small Business Energy Study As outlined in the Evidence provided by John Athas (Exhibit 41) on behalf of the Small Business Advocate (SBA), some constituents of the small business sector fail to participate in and benefit from DSM programs...

AI summary The document highlights that small businesses in Nova Scotia face operational challenges preventing participation in DSM programs, as noted by John Athas on behalf of the Small Business Advocate. The EAC supports a study to improve alignment between efficiency programs and sector needs, emphasizing that DSM program shortcomings should prompt recalibration, not elimination.

THE LIMIT OF ACCEPTABLE COMPROMISE p. p. 2
THE LIMIT OF ACCEPTABLE COMPROMISE The initial proposed investment levels offered by each of the parties to the Supply Agreement are too low to maximize benefits of DSM to the Province. Even E1's starting proposal would mean a huge diverge...

AI summary The initial investment levels in the Supply Agreement are deemed insufficient for maximizing DSM benefits. EAC supports a Settlement Agreement as a minimum investment to balance affordability and long-term savings, though it diverges from IRP guidance. Nova Scotia Power's alternate plan is criticized for disproportionately cutting efficiency programs, harming underserved communities.

AVOIDED COSTS AND BENEFIT p. pp. 2-3
AVOIDED COSTS AND BENEFIT Tim Woolf's evidence (Exhibit 37) on behalf of Synapse and as the Board's consultant suggests it would be appropriate for the Board to consider avoided costs beyond avoided capacity costs for DSM. Specifically, Mr...

AI summary Tim Woolf's evidence suggests the Board should consider avoided costs beyond capacity costs for DSM, including energy, transmission, and distribution costs, as well as environmental benefits. A 2015 ACEEE report by Brendon Baatz highlights that energy efficiency programs benefit both participants and non-participants through avoided costs.

Preamble p. pp. 3-4
Concerns over the relative benefit to program participants and nonparticipants have arisen again and again throughout this hearing. EAC suggests those concerns are in part due to a failure to consider a broader range of avoided costs. When...

AI summary The hearing has repeatedly addressed concerns about the benefits of DSM programming for participants versus nonparticipants. EAC argues that these concerns may stem from not considering a broader range of avoided costs, which could help better demonstrate the benefits of DSM initiatives.

DISCOUNT RATES p. pp. 4-5
DISCOUNT RATES EAC argues that too much attention has been paid in the current hearings to the issue of "unit cost" as a decision criteria among programs and measures. Cost per megawatt hour is a poor focus because of its lens on first-yea...

AI summary EAC argues that focusing on unit cost (e.g., cost per megawatt hour) in DSM program evaluations is flawed as it prioritizes first-year savings over lifetime benefits. They advocate using net present value with a societal discount rate (e.g., 3% as used by Vermont’s PSB in 2012) rather than utility-specific rates for broader societal cost-effectiveness screening.

CONCLUSION p. pp. 5-6
CONCLUSION Nova Scotia's model of energy efficiency program provision has been a leader in Canada. At this time, when more efficiency, not less, is needed to reduce effects on climate, that leadership needs to be encouraged rather than hin...

AI summary Nova Scotia's energy efficiency leadership should be supported to combat climate change. The EAC acknowledges stakeholder consensus and encourages collaborative negotiation ahead of the 2019-2021 DSM Plan hearing. Key stakeholders include EAC members and VEIC representative Elizabeth Chant.

62420Board Letter to NSPI re does NSPI have any objection to Gogan's letter of July 9 1 passage
Via Email: [email protected] p. p. 0
Via Email: [email protected] David Landrigan General Manager, Regulatory Nova Scotia Power Inc. 1223 Lower Water Street P. 0. Box 910 Halifax, NS B3J 2W5 Dear Mr. Landrigan: M06733 EfficiencyOne Application for Approval of a Suppl...

AI summary Nova Scotia Power Inc. (NSPI) seeks approval for a supply agreement and DSM plan with EfficiencyOne. The objection by Mr. Gogan to ICF International's memorandum is noted, with a deadline for NSPI's response by July 16, 2015. The matter is referenced as M06733.

62458Rebuttal Submission - EfficiencyOne 8 passages
Preamble p. pp. 2-22
Please accept the following as EfficiencyOne's rebuttal submission following the hearing on its - Application for Approval of the 2016-2018 Supply Agreement for Electricity Efficiency and - Conservation Activities and the filing of closing...

AI summary EfficiencyOne submits its rebuttal to the Board, arguing that it has fulfilled its obligations under the Public Utilities Act by providing an affordable DSM plan for Nova Scotia. It responds to claims by NS Power and the Industrial Group that it failed in its obligations, asserting that there is no evidence or argument to deter approval of its modified DSM Resource Plan.

COMPLIANCE WITH THE PUBLIC UTILITIES ACT p. pp. 2-4
COMPLIANCE WITH THE PUBLIC UTILITIES ACT - NS Power has stated that EfficiencyOne has failed to discharge its burden under the Public - Utilities Act : - E1 has failed to discharge the burden placed on it under the Act. E1 has not - provid...

AI summary NS Power argues EfficiencyOne failed to justify its DSM programs and expenditure under the Public Utilities Act, citing insufficient evidence to prove affordability and customer benefit. The claim references NS Power's closing submission, page 49.

100 GWH PLAN p. pp. 4-6
100 GWH PLAN - NS Power recommends the Board direct EfficiencyOne to develop a DSM plan that would deliver 100 GWh per year in energy savings over the contract period at a cost of $22 Million per year[6](#page-5-2) . NS Power suggests its...

AI summary NS Power proposes a 100 GWh DSM plan at a cost of $22 million per year, arguing it supports affordability and avoids capacity additions until 2032. The Department of Energy supports this plan but emphasizes equitable program design. EfficiencyOne disputes this, arguing that the plan underestimates demand savings and may compromise overall benefits.

PLANNING HORIZONS p. pp. 7-13
Exhibit E-1, EfficiencyOne Evidence, Page 21, Figure 3.1. 13 Transcript, June 19, Page 925, Lines 16-19. IRP periods in other jurisdictions is largely due to the increasing level of uncertainty the further out in time one tries to predict/...

AI summary The text discusses planning horizons for Integrated Resource Planning (IRP), critiquing NS Power's approach and referencing Synapse's report. It highlights Oregon's 20-year planning period with an end effects period, contrasting with Arizona's 15-year and Colorado's variable periods. Fuel costs and financial benefits for customers under the E1 DSM Plan are also addressed, noting a 19-year timeline for financial improvement.

RISKS TO THE EFFICIENCY INDUSTRY IN NOVA SCOTIA p. p. 13
RISKS TO THE EFFICIENCY INDUSTRY IN NOVA SCOTIA Both NS Power and the Industrial Group have argued that loss of industry capacity should not be taken into account by the Board in determining the appropriate level of DSM spending for the Co...

AI summary NS Power and the Industrial Group argue that industry capacity loss should not influence DSM spending decisions. EfficiencyOne and Mr. Dunsky counter that sustained market presence is critical for long-term credibility, supplier trust, and resilience against future DSM needs. They emphasize that short-term fluctuations should not undermine long-term investment in market transformation.

INCENTIVES p. pp. 15-16
vided by EfficiencyOne and its delivery agents), and through information activities such as the Home Energy Report and the strategic energy management component of the Custom program[27](#page-16-1) . MS. RUBIN: … The Chair asked a questio...

AI summary EfficiencyOne's approach to energy savings reporting is discussed, emphasizing that savings from codes and standards are excluded from DSM performance targets to avoid double-counting. The dialogue clarifies that savings directly attributable to EfficiencyOne's efforts (e.g., Home Energy Assessments) are counted, while education-based savings are not. The organization argues its reporting methods are appropriate for system planning.

REASONABLY AVAILABLE ENERGY EFFICIENCY p. p. 22
REASONABLY AVAILABLE ENERGY EFFICIENCY electricity efficiency and conservation activities that are reasonably available in an effort to reduce costs for its customers", not to "undertake all cost-effective electricity efficiency and conser...

AI summary EfficiencyOne's DSM Plan proposes Base-DSM energy savings at Low-DSM investment levels, not all cost-effective measures. The text distinguishes between 'reasonably available' and 'all cost-effective' DSM activities, citing a footnote.

CONCLUSION p. pp. 23-24
CONCLUSION For the reasons set out herein, along with its earlier submissions and evidence, EfficiencyOne continues to respectfully request an Order from the Board approving: (1) The 2016-2018 DSM Resource Plan[44](#page-24-1) , as modifie...

AI summary EfficiencyOne requests the Board approve the 2016-2018 DSM Resource Plan modified by the Quantum and Consensus Agreements, the Supply Agreement, and its schedules. The request is based on prior submissions and evidence.

62459Reply Submission - Consumer Advocate 6 passages
VIA EMAIL p. p. 0
VIA EMAIL 27235 Ms. Doreen Friis Regulatory Affairs Officer/Clerk Nova Scotia Utility and Review Board 1601 Lower Water Street, 3rd Floor Halifax, NS B3J 3S3 Dear Ms. Friis: Re: M06733 – EfficiencyOne – Application for Approval of a Supply...

AI summary The Consumer Advocate responds to NSPI and the Province's request to reject EfficiencyOne's proposed program and submit a new one. The proceeding involves approval of a supply agreement and a 2016-2018 Demand Side Management (DSM) Plan between EfficiencyOne and Nova Scotia Power Inc.

1 Distinction between regulatory perspective and political perspective p. p. 0
1 Distinction between regulatory perspective and political perspective The Province refers to the recent public consultation process during which it heard from the public that ratepayers were concerned about rates and that supported the co...

AI summary The Province highlights public concerns about ratepayer affordability of the EfficiencyOne DSM program, while the Board emphasizes regulatory criteria (affordability, reasonableness, ratepayer interests) for assessing the program. The political perspective may prioritize avoiding rate increases regardless of regulatory standards.

2 Affordability p. p. 0
2 Affordability Adding the provision of "affordability" does not significantly alter the existing legislative regime. If the cost of a DSM program is not affordable it would be considered unreasonable. While the terminology of reasonablene...

AI summary The text argues that adding 'affordability' to the legislative regime does not significantly change existing criteria, as unaffordable DSM programs would already be deemed unreasonable. The EfficiencyOne program's cost is lower than previous DSM budgets, and no evidence links its approval to future rate increases. Ratepayer affordability perceptions depend on total rates, not individual charges, with COMFIT and biomass boilers also influencing perceptions.

3 Ramping DSM up and down has consequences p. p. 0
3 Ramping DSM up and down has consequences It is suggested that one of the advantages of DSM programs is their flexibility. When facing the need for generation capacity additions, DSM can be "ramped up" and when there is no need in the rea...

AI summary The text discusses the flexibility of Demand Side Management (DSM) programs but highlights the long-term costs and challenges of ramping them up and down. It references the Office of Energy Efficiency's experience with home retrofit programs, where past incentive removals caused contractor reluctance. The Consumer Advocate warns that reducing the DSM budget could harm existing infrastructure and programs.

4 Avoiding Capacity Additions is not the Sole Objective of DSM Programs. p. p. 0
4 Avoiding Capacity Additions is not the Sole Objective of DSM Programs. DSM programs are designed for more than the avoidance of capacity additions in the distant future. The basic purpose is to reduce the level of energy required by Nova...

AI summary DSM programs aim to reduce future energy needs in Nova Scotia, both short and long term, and are integral to the province's energy strategy beyond just avoiding capacity additions.

5 The need for effective control of incentives p. p. 0
5 The need for effective control of incentives The Consumer Advocate agrees it is necessary to ensure a cost effective DSM program. That includes ensuring incentives are appropriate. The issue of what level of incentive is appropriate for...

AI summary The Consumer Advocate emphasizes the need for cost-effective DSM programs with appropriate incentives. EfficiencyOne's proposed incentive levels face scrutiny, though no evidence shows they are excessive in Nova Scotia's context. Concerns include determining fair levels, addressing income disparities, and evaluating participation rates. Recommendations include rigorous incentive evaluation, tracking free ridership, and referring programs to a Working Group.

62460Reply Submission - NSPI 31 passages
Nova Scotia Utility and Review Board
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 EfficiencyOne for Approval of a Supply Agreement for Electricity Efficiency and Cons...

AI summary The Nova Scotia Utility and Review Board is considering an application by EfficiencyOne for approval of a supply agreement with Nova Scotia Power Inc., along with establishing a final agreement and approving a 2016-2018 Demand Side Management (DSM) Plan under the Public Utilities Act.

DATE FILED: July 15, 2015 Page 3 of 32
DATE FILED: July 15, 2015 Page 3 of 32 1 2.0 CONFLICT OF INTEREST 2 3 Both the CA and E1 have asserted that NS Power is in a conflict of interest position. 4 However, while both have made generalized statements of this nature, neither has...

AI summary The document discusses claims of a conflict of interest by NS Power in its DSM programming, with the CA and E1 asserting such a conflict without providing evidence. NS Power refutes these claims, explaining that its earnings are based on invested capital and allowed return on equity, not sales levels.

Section 6
DATE FILED: July 15, 2015 Page 4 of 32 1 CA Closing Submission, July 8, 2015, page 7. 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 15, 2015, page 5-15. 1 It is noteworthy that this statement was not questioned...

AI summary The document discusses NS Power's recommendation for a Demand Side Management (DSM) plan that avoids capacity additions until 2032, arguing it is in customers' best interests. It also raises concerns about E1's potential self-interest in obtaining DSM funding, despite affordability concerns, and references a conflict of interest based on E1's incentive process.

Section 7
is the evidence of the inherent 17 bias in E1's incentive process which was brought forward during the IG's crossexamination of the E1 panel.3 18 As summarized by the IG in its Closing Submission: 19 20 In addition, the Industrial Group is...

AI summary The text discusses concerns raised by the Industrial Group regarding inherent bias in E1's incentive process, as highlighted during the IG's cross-examination. It notes that E1's performance is tied to energy savings targets, which discourage the elimination of incentives. The evaluation process does not allow E1 to count non-incentive measures like education and advertising toward its targets, potentially affecting customer affordability.

DATE FILED: July 15, 2015 Page 6 of 32
DATE FILED: July 15, 2015 Page 6 of 32 1 3.0 CONSUMER ADVOCATE'S CLOSING SUBMISSION 2 3 Although the Company disagrees with a number of contentions in the CA's Closing 4 Submission, NS Power was appreciative of the CA's acknowledgement of...

AI summary The Consumer Advocate's closing submission highlights concerns about incentive levels in DSM programming, acknowledging the risk of overpayment and the need for discipline in the evaluation process. NS Power opposes the Financial Settlement Agreement due to its lack of mechanisms to address these risks. The CA also criticizes NSPI's Alternative Plan for being illustrative rather than a viable portfolio.

Section 9
5 CA Closing Submission, July 8, 2015, page 4. 6 CA Closing Submission, July 8, 2015, page 4. 1 2 In the absence of E1 providing any alternate DSM scenarios with its Application, NS Power used E1's ELRAM model to produce alternate scenario...

AI summary NS Power used E1's ELRAM model to produce alternate DSM scenarios, including Scenario D, which meets energy savings targets at a lower cost. NS Power argues that E1's proposed DSM Plan is only a high-level proposal and not a detailed implementation plan. The CA incorrectly references Scenario C and criticizes NS Power for eliminating residential programs, which NS Power denies.

& lt;sup>10 CA Closing Submission, July 8, 2015, p. 4.
& lt;sup>10 CA Closing Submission, July 8, 2015, p. 4. 1 accurate reflection of the evidence. NS Power refers the Board to Table 1 of NS 2 Power's Rebuttal Evidence, which shows that Scenario D provides more DSM at 3 the residential level...

AI summary NS Power addresses the CA's claims regarding the DSM Plan, clarifying that Scenario D provides more DSM at the residential level than the proposed E1 DSM Plan. NS Power also explains that they did not use a constant load shape and considered the benefits of reduced energy load in their analysis.

Barborous Plan (M06733), Transcript, June 18, 2015, page 750-751.
Barborous Plan (M06733), Transcript, June 18, 2015, page 750-751. 2 3 The CA states that even though no additional DSM is needed over the Contract Period for 4 compliance with Renewable Electricity Standards (RES), "DSM should be given RES...

AI summary The Commissioner of the Inquiry (CA) argues that even though no additional Demand Side Management (DSM) is required for compliance with Renewable Electricity Standards (RES) during the Contract Period, DSM should still be credited with RES because energy reduction can create opportunities to sell excess renewable energy to New England.

1 5.0 E1'S CLOSING SUBMISSION
1 5.0 E1'S CLOSING SUBMISSION 2 3 NS Power submits this proceeding has suffered from an overly aggressive interpretation 4 of the enabling legislation by E1. This has resulted in a departure from the typical 5 regulatory construct under wh...

AI summary NS Power argues that E1 has misinterpreted the enabling legislation, leading to a regulatory process that deviates from standard practices. E1 claims expertise in DSM and affordability, asserting that it should not be required to justify its incentive levels. NS Power counters that E1 failed to provide alternative scenarios and did not substantiate its assumptions.

DATE FILED: July 15, 2015 Page 13 of 32
DATE FILED: July 15, 2015 Page 13 of 32 1 The following are some of the key evidentiary issues contained in E1's Closing 2 Submission. 3 4 5.1 Benchmarking 5 6 E1 states as follows: 7 8 9 10 11 During the course of the hearing, the Board h...

AI summary The document discusses key evidentiary issues from E1's closing submission in a regulatory proceeding, including benchmarking methodology and the choice of jurisdictions. NS Power responds to claims that the selection of jurisdictions was biased to achieve a specific result.

Section 19
E1 Closing Submission, July 8, 2015, page 18, lines 8-10. 192016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 18, 2015, pages 662-663. 1 2 Mr. Blunden testified that the Company was only using jurisdictional benchma...

AI summary The document discusses the 2016-2018 Demand Side Management (DSM) Resource Plan (M06733) and the use of benchmarking by NS Power. Mr. Blunden testified that NS Power used benchmarking for guidance on DSM costs in Canada, noting that their spending was higher than other jurisdictions. NS Power also pointed out that the proposed E1 DSM Plan's impact on load was double the average of three Canadian jurisdictions. Mr. Pickles criticized the benchmarking methodology used by Mr. Dunsky, stating it lacked quantitative support.

& lt;sup>23 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 18, 2015, pages 663-664.
& lt;sup>23 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 18, 2015, pages 663-664. 1 Rhode Island, Vermont, and Connecticut), he did not include many other 2 low cost states, including: Pennsylvania, Illinois, I...

AI summary NS Power argues that excluding certain low-cost states from the comparison made E1 programs appear less expensive. They also defend the use of forward projecting data and secondary data sources, emphasizing that program design choices can influence future costs.

Preamble
However, Toronto Hydro is the most expensive of five Ontario local distribution & lt;sup>25 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 18, 2015, pages 705, lines 16-22 and page 708 Lines 1-7. & lt;sup>26 2016...

AI summary The text discusses the higher costs of Toronto Hydro compared to other Ontario LDCs and critiques Mr. Dunsky's methodology for calculating average costs by excluding certain cost-effective measures, which may have led to higher average cost figures.

5.2 Cost Pressure
5.2 Cost Pressure E1 states that, "the level of DSM in the Quantum Agreement – on its own – will not impact rates. This is an important short-term affordability consideration." NS Power submits that this statement is a misrepresentation of...

AI summary E1 claims that DSM in the Quantum Agreement won't impact rates, but NS Power argues this is a misrepresentation, stating that all costs, including DSM, affect rates. NS Power also provided evidence on additional cost pressures over the next three years.

& lt;sup>30 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 19, 2015, pages. 901-903.
& lt;sup>30 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 19, 2015, pages. 901-903. 1  Estimated increase of $50 million in the base cost of fuel in 2016, primarily as a 2 result of the increase in COMFIT proje...

AI summary The document discusses the estimated increase in the base cost of fuel in 2016 due to COMFIT projects, a forecasted under-recovery under the FAM in 2015, and the amortization of 2015 DSM costs. It highlights the flexibility of DSM to adjust expenditure and avoid short-term rate impacts, with input from Mr. Blunden and Mr. Outhouse.

5.3 NS Power Alternate Scenarios
5.3 NS Power Alternate Scenarios (a) E1 submits that it "rejects the proposition that it is appropriate to file and defend multiple scenarios in a DSM Plan Application filing." What E1 fails to recognize is that the franchise holder has an...

AI summary NS Power argues that E1 incorrectly claims there are flaws in the methodology of alternate DSM scenarios and that E1 failed to justify the affordability of its proposed plan. NS Power provided alternate scenarios to demonstrate that lower-cost alternatives were available and to meet regulatory obligations.

5.4 Incentives
5.4 Incentives 17 18 19 20 21 22 23 24 25 E1 states that "there has been no evidence placed before this Board that would show that incentives provided by EfficiencyOne with respect to specific measures are excessive." 35 As noted above, th...

AI summary EfficiencyOne (E1) argues that its incentive levels for energy efficiency measures are not excessive, but expert testimony from Mr. Drazen and Mr. Pickles highlights a lack of transparency in E1's methodology. E1 did not provide sufficient quantitative or qualitative analysis to support its application, according to the experts.

1 also testified that some of E1's incentives were "far outside the range of
1 also testified that some of E1's incentives were "far outside the range of 2 reasonableness." 37 3 4 Moreover, Mr. Pickles provided several examples of what he identified as "unusually 5 high" incentives, such as the incentive level for...

AI summary Testimony indicated that some of E1's incentives were 'far outside the range of reasonableness.' Examples included high incentives for LED lamps and commercial dishwashers. E1 claimed its methodology for setting incentives was industry-standard and verified, but no evidence was presented to support this claim.

Section 29
_ 23 24 25 26 & lt;sup>37 2016-2018 Demand Side Management Resource Plan, Transcript, June 18, 2015, page745, lines 4-5. & lt;sup>38 Ibid, pages 743-744. & lt;sup>39 Exhibit E-54, Opening Statement of Mark Drazen on behalf of the Industria...

AI summary The text references the 2016-2018 Demand Side Management Resource Plan, citing a transcript and exhibit from a proceeding in June 2015, which discusses issues related to demand-side management and energy efficiency.

& lt;sup>40 E1 Closing Submission, July 8, 2015, page 55, lines 26-27.
& lt;sup>40 E1 Closing Submission, July 8, 2015, page 55, lines 26-27. 1 incentives modelled in the EL-RAM but offered no rationale or supporting analysis and 2 did not refer to any E1 processes. 41 3 4 NS Power provides the following addi...

AI summary NS Power criticizes E1's DSM Plan for lacking comprehensive evidence and rationale for its incentive levels and strategies, noting that Mr. Dunsky did not develop the plan and did not review E1's process for determining incentives. E1 is also questioned for suggesting that DSM is more economic than fuel in the short term.

Section 31
Exhibit E-13, NS Power (E1) IR 12(g)(iv). 42 2016-2018 Demand Side Management Resource Plan (M06733), Transcript, June 16, 2015, page 339, lines 7-22. 43 Ibid, page 485, lines 20-22. Note: The transcript incorrectly attributes this testimo...

AI summary The document discusses the cost-effectiveness of Demand Side Management (DSM) programs, highlighting that DSM investment at a cost of 3 cents per kWh is affordable compared to generation costs of 12 cents per kWh. NS Power disputes this, arguing that the 12 cents/kWh figure includes all utility revenue requirements, and that first-year DSM costs are significantly higher at 29 to 31 cents per kWh.

Section 32
nly realized after expressing the upfront costs over the energy saved for the 15 year life of the measures. First year costs of DSM programming as proposed by E1 are 29 cents/kWh to 31 cents/kWh. 22. DSM above the levels required to avoid...

AI summary The text discusses the long-term benefits of Demand Side Management (DSM) programs, noting that while upfront costs are significant, energy savings and cost benefits may not be realized for many years. NS Power highlights that customers may not see fuel savings until 2034, if savings are achieved as forecasted.

& lt;sup>46 Exhibit E-33, NS Power Revised Evidence, June 1, 2015, Figure 3.8, page 33
& lt;sup>46 Exhibit E-33, NS Power Revised Evidence, June 1, 2015, Figure 3.8, page 33 1 2 3 the application's accepted, $38.5 million on DSM to save 6 to $8 million on fuel. So it'll be an incremental cost to customers in that year of app...

AI summary The document discusses the financial implications of a DSM (Demand Side Management) plan, including a proposed investment of $38.5 million, expected savings on fuel costs, and potential incremental costs to customers. It also highlights the debate over the optimal level of DSM investment and the importance of consistency in funding.

1 was the expert testimony of Mr. Pickles that "the level of industry capacity should rise
1 was the expert testimony of Mr. Pickles that "the level of industry capacity should rise 2 and fall with the level of need for the DSM resource itself."49 3 4 The IG provides a succinct summary in its Closing Submission of the inherent p...

AI summary The document discusses expert testimony regarding the need for flexibility in demand-side management (DSM) resource planning, particularly in response to changing product prices. It also highlights concerns raised by the Independent Governor (IG) about the lack of evidence supporting E1's claims regarding the costs and impacts of scaling back the DSM budget.

5.8 Affordability
5.8 Affordability E1 states that the Board should "fundamentally reject a definition of affordability grounded largely on the "here and now" as espoused by NS Power." NS Power submits that this statement is a mischaracterization of Company...

AI summary E1 argues against NS Power's affordability definition, emphasizing short-term focus. NS Power claims E1 mischaracterizes its evidence, advocating for balancing short and long-term affordability through a 100 GWh DSM plan costing $22 million. This plan aligns with the Province's interpretation of affordability as avoiding unnecessary spending, per the DOE's Closing Submission.

5.9 Inflation Rate
5.9 Inflation Rate In addition to proposing that the level of DSM spending increase each year over the Contract Period, E1 has also requested that its DSM expenditures for 2017 and 2018 include an inflation rate of 2.21 per cent for 2017 a...

AI summary E1 requested inflation adjustments for DSM spending in 2017-2018 but provided no evidence. NS Power opposed, citing deflation factors and lower LED prices, arguing for reduced spending. The Board questioned E1's actual dollar figures.

10 5.10 Form of Agreement
10 5.10 Form of Agreement 11 12 NS Power does not support the approval of the proposed Schedule A (Scope of Services) 13 and Schedule B (Compensation) to the Supply Agreement attached as Attachments 1 and 14 2 to E1's Closing Submission. T...

AI summary NS Power opposes the approval of Schedule A and B in E1's submission, arguing that the final form of these schedules must be agreed upon after the Board determines DSM savings and expenditure levels. NS Power requests time to finalize the agreement post-Board decision.

1 6.0 2014 BALANCE ADJUSTMENT
1 6.0 2014 BALANCE ADJUSTMENT 2 3 NS Power, E1, the IG, the CA, the SBA, the AEC and the EAC entered into a Consensus 4 Settlement Agreement dated as of June 16, 2015 (Non-Financial Settlement Agreement).56 5 As noted by the Company in its...

AI summary The 2014 Balance Adjustment, amounting to $8.4 million, was omitted from the Non-Financial Settlement Agreement and should be included in DSM cost allocation and recovery models. NS Power supports its inclusion but suggests it should be applied over the Contract Period to alleviate rate pressure.

56 Exhibit E-62, Consensus Settlement Agreement – E1, NS Power, CA, SBA, IG, AEC & EAC, June 16, 2015. 57 E1 Closing Submission, July 8, 2015, page 6, lines 8-11.
56 Exhibit E-62, Consensus Settlement Agreement – E1, NS Power, CA, SBA, IG, AEC & EAC, June 16, 2015. 57 E1 Closing Submission, July 8, 2015, page 6, lines 8-11. 1 In order to avoid any ambiguity with respect to the 2014 Balance Adjustmen...

AI summary NS Power requests the Board's decision to reflect a consensus that the 2014 Balance Adjustment should be applied to DSM costs and recommends similar treatment for the 2015 balance adjustment to benefit customers. NS Power also seeks approval of the Non-Financial Settlement Agreement.

7.0 UNDERTAKING U-9
7.0 UNDERTAKING U-9 In his response to U-9, Mr. Whalen identified the type of information which he thought should be required from NS Power in future DSM applications to assess rate impact factors during the three year contract period. 58...

AI summary The document discusses the need for NS Power to provide more detailed information in future DSM applications, particularly regarding rate impact factors. The Independent Governor and DOE have requested this, and a similar issue was raised in the 2015 ACE Plan proceeding. The Board agreed with NS Power that a five-year projection is sufficient for the revenue requirement model, emphasizing the need for simplification.

& lt;sup>61 NSPI ACE 2015, Decision, 2015-NSUARB-92 (M06514), pages 22-23, paras 87-89.
& lt;sup>61 NSPI ACE 2015, Decision, 2015-NSUARB-92 (M06514), pages 22-23, paras 87-89. 1 NS Power has no objection to providing information to assist the Board and stakeholders 2 in future DSM applications in the same manner as informatio...

AI summary NS Power opposes the adoption of Mr. Whalen's response to U-9, arguing that the level of detail requested would unnecessarily complicate the DSM application process. NS Power also requests the Board to approve a Non-Financial Settlement Agreement and reject the 2016-2018 DSM Plan filed by E1, proposing instead a revised plan with specific energy savings and investment targets.

62510Board Decision Letter re ICF International Memorandum 1 passage
To Interested Parties p. p. 0
To Interested Parties M06733 - EfficiencyOne Application for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between EfficiencyOne and Nova Scotia Power Inc., the establishment of a final agreement bet...

AI summary EfficiencyOne applied for approval of a supply agreement with Nova Scotia Power Inc. (NSPI), including a 2016-2018 DSM Plan. NSPI submitted a memorandum by David Pickles critiquing EfficiencyOne's (E1) incentive levels, which E1 objected to as new evidence. NSPI argued the memorandum was admissible due to E1's prior failure to address incentive rationale, E1's use of U-4 documents, and the memorandum's reliance on E1's own evidence.

62745Board Decision 32 passages
R IN THE MATTER OF THE PUBLIC UTILITIES ACT p. p. 0
R IN THE MATTER OF THE PUBLIC UTILITIES ACT -and- IN THE MATTER OF AN APPLICATION for Approval of a Supply Agreement for electricity efficiency and conservation activities between EfficiencyOne and Nova Scotia Power Incorporated, the estab...

AI summary The document outlines a regulatory proceeding under the Public Utilities Act regarding an application by EfficiencyOne and Nova Scotia Power Incorporated for approval of a supply agreement for electricity efficiency and conservation activities, and the establishment of a final agreement and a 2016-2018 Demand Side Management Resource Plan.

Preamble p. p. 0
- [1] It is generally acknowledged that using less energy, and using energy more efficiently, is a public good, as it can result in environmental benefits, such as less reliance on fossil fuels (and thus lowering emissions), and financial...

AI summary The document outlines a regulatory proceeding concerning demand-side management (DSM) in Nova Scotia, including a hearing held in 2015 before the Nova Scotia Utility and Review Board. EfficiencyOne applied for approval of a Supply Agreement and a DSM Plan, with multiple stakeholders submitting comments and participating in the process.

2.0 BACKGROUND p. p. 0
2.0 BACKGROUND - [6] The Board considers it useful to set out some of the background of DSM in Nova Scotia to provide some context for this Decision. - [7] For a number of years prior to 2010, NSPI included requests for approval of spendin...

AI summary The document outlines the transition of DSM administration in Nova Scotia from NSPI to ENSC, established under the ENSC Act. The Board required approval for ENSC's programs and cost allocations, with oversight mandated by the EECR Act (2014), which amended the PUA and repealed the ENSC Act, reshaping DSM governance.

3.1 Evaluation Report of 2014 DSM Programs (Econoler) p. p. 0
3.1 Evaluation Report of 2014 DSM Programs (Econoler) [28] As in the previous year, El engaged the services of Econoler Inc. ('Econoler") to conduct independent evaluations of the 2014 DSM programs. The Econoler team collaborated with two...

AI summary Econoler Inc. evaluated Nova Scotia's 2014 DSM programs, collaborating with Corporate Research Associates and Equilibrium Engineering. The evaluation followed a 2012 Settlement Agreement's rolling schedule, focusing on validating tracked savings rather than full-scale impact evaluations for mature programs. The 2014 portfolio included seven programs with 16 components, with reports filed in February 2015.

3.2 Verification Report of 2014 OSM Programs (Peach) p. p. 0
3.2 Verification Report of 2014 OSM Programs (Peach) [38] As in previous years, the Board engaged the services of H. Gil Peach & Associates to conduct an independent verification of the 2014 evaluated DSM savings results. Dr. Peach filed h...

AI summary The Board engaged H. Gil Peach & Associates to verify 2014 OSM DSM program savings. The report reviewed evaluation methods, program data systems, and conducted site visits. Seven programs exceeded energy savings targets, seven underperformed, and three had no targets. Twenty recommendations were identified, fewer than the 30 from the 2013 report.

3.5 Proposed 2016-18 DSM Resource Plan p. p. 0
3.5 Proposed 2016-18 DSM Resource Plan

AI summary The document outlines the proposed 2016-18 Demand Side Management (DSM) Resource Plan, focusing on energy efficiency initiatives under the Electricity Efficiency and Conservation Restructuring (2014) Act (EECR) and Nova Scotia Power Inc.'s (NSPI) compliance with regulatory frameworks.

3.5.1 Program Development p. p. 0
3.5.1 Program Development [56] El's 2016-2018 DSM Resource Plan, as modified by the Quantum Agreement, recommends DSM investments for the three year period of: - (1) $36.9 million in 2016, - (2) $37.8 million in 2017, - (3) $38.8 million i...

AI summary El's 2016-2018 DSM Resource Plan, modified by the Quantum Agreement, allocates $113.5 million over three years. El argues that this plan is 38% less than NSPI's Mid-DSM plan and aligns with past expenditures, including the $53 million from 2014 repurposed for 2015 fuel expenses by the Board.

3.5.2 Incentives p. p. 0
3.5.2 Incentives [66] The Board, in its questioning of El's witnesses, and NSPI and the Industrial Group in their submissions, expressed significant concerns over the manner in which incentives are determined by El. It would appear from th...

AI summary The Board raised concerns about El's incentive design for DSM programs, noting over 60% of the budget is allocated to participants. Experts like Mr. Pickles and Mr. Drazen criticized the lack of justification and reasonableness in incentives, while NSPI argued El's plan lacks quantitative criteria and affordability analysis. Mr. Dunsky's testimony was favored, but concerns about incentive structure were acknowledged.

3.5.2.1 Findings p. p. 0
3.5.2.1 Findings [71] The CA summarized his view of the purpose of a DSM program: The basic purpose is to reduce the level of energy required by Nova Scotia in the future, both short and long term. DSM programs are an integral component in...

AI summary The CA emphasizes the importance of DSM programs in reducing energy demand and supporting Nova Scotia's energy strategy. The Board criticizes the NSPI Plan for significantly reducing residential DSM spending and disconnecting from the IRP's long-term cost-saving goals. The El Plan is viewed as more aligned with the PUA and IRP, though concerns remain about past underspending and overachievement of energy savings targets by El.

demand savings in most years as noted in the following chart which was prepared by Board Staff based on historical information: p. p. 0
demand savings in most years as noted in the following chart which was prepared by Board Staff based on historical information: Program Year Expenditures (S million) Savings Energy (GWh) Demand Savings (MW) Plan Actual Plan Actual Plan Act...

AI summary The text presents a chart showing expenditures and savings related to demand-side management programs from 2008 to 2015. The data includes planned and actual figures for expenditures, energy savings, and demand savings, highlighting the performance of these programs over time.

3.5.3 Affordability p. p. 0
3.5.3 Affordability - [76] Having determined the parameters of a preferred plan, the Board is specifically directed by the 2014 amendments to the PUA to address the issue of affordability. The most relevant sections are Section 79L(8) and...

AI summary The Board is directed by 2014 PUA amendments to assess affordability in DSM programs under Section 79L(9). Affordability, previously considered in rate shock discussions and Annual Capital Expenditure Plans, now requires explicit evaluation. The Industrial Group highlights affordability's importance in its posthearing submission, while the Board must determine if Section 79L(9) alters its assessment of DSM expenditures.

3.5.3.1 Findings p. p. 0
3.5.3.1 Findings [88] The Board notes that the DSM amount of $33,210,000, as set by the Board for 2016, is below DSM spending in each of the last four years. It is also an amount significantly below that recommended in the IRP, and the Boa...

AI summary The Board observes that the 2016 DSM amount of $33,210,000 is below recent spending levels and the IRP recommendation. It considers this amount affordable under Section 79L of the PUA while aligning with ratepayer interests.

3.5.4 Relationship of the Proposed 201 6-18 DSM Plan to the 2014 Integrated Resource Plan p. p. 0
3.5.4 Relationship of the Proposed 201 6-18 DSM Plan to the 2014 Integrated Resource Plan [94] During a 10-month period in 2014, NSPI developed a new IRP in collaboration with Board Staff and consultants, and in consultation with intereste...

AI summary The document discusses the development of the 2016-18 DSM Plan in relation to the 2014 Integrated Resource Plan (IRP), noting that the mid-DSM scenario in the 2014 IRP aimed for higher energy savings than previous DSM plans. The IRP process seeks to balance supply-side and demand-side resources to serve electrical needs at the lowest long-term cost to ratepayers.

3.5.6 Avoided Cost Analysis p. p. 0
3.5.6 Avoided Cost Analysis [101] Synapse, in its evidence, indicated that rate impact analysis should account for all factors that impact rates either positively or negatively, which would include avoided costs that might exert downward p...

AI summary The section discusses avoided cost analysis in regulatory proceedings, emphasizing the inclusion of avoided costs in rate impact analysis. Synapse highlights the need to consider factors like environmental compliance and transmission/distribution savings. E1 notes that locational DSM efforts can reduce capital investments, while NSPI expresses interest in exploring locational avoided costs. The Board encourages collaboration between parties on these issues.

3.6 Performance Targets, Indicators, and Thresholds p. p. 0
3.6 Performance Targets, Indicators, and Thresholds [108] El proposed that the performance targets be cumulative annual energy and peak demand savings at the end of the three year period at the portfolio level and the performance indicator...

AI summary El proposes cumulative energy and peak demand savings targets over three years, with annual reporting on incremental and lifetime savings. The threshold is 90% of targets, confirmed at 405.9 GWh and 62.5 MW. The Board reduced DSM expenditures, potentially impacting targets. El will also report on ratepayer benefits and customer satisfaction, though not as performance indicators.

3.9.1 Findings p. p. 0
3.9.1 Findings [119] The Board understands that El is pursuing the input tax credits for past HST which it paid while delivering DSM services. The matter is currently before the Courts and the Board will await the decision before issuing d...

AI summary The Board acknowledges El's pursuit of input tax credits for past HST paid during DSM service delivery. The matter is under court review, and the Board will await the court's decision before proceeding. El must provide updated information to the Board once the court resolves the issue.

3.11 Compliance with Electricity Efficiency and Conservation Restructuring (2014) Act p. p. 0
3.11 Compliance with Electricity Efficiency and Conservation Restructuring (2014) Act [122] Section 79J of the PUA contemplates that El and NSPI will enter into an agreement for electricity efficiency and conservation. That implies to the...

AI summary The Board emphasizes the need for good faith negotiations between El and NSPI under the PUA regarding DSM budgets. Despite significant litigation and costs, the parties eventually reached a Consensus Agreement. The Board criticizes the unnecessary litigation and highlights that ratepayers fund both parties' activities.

3.12 Establishment of a Standardized Filing for Future Applications to approve a DSM Supply Agreement p. p. 0
3.12 Establishment of a Standardized Filing for Future Applications to approve a DSM Supply Agreement [124] The Consensus Agreement proposed to establish a standardized filing for future applications by El. The parties to the Consensus Agr...

AI summary The Consensus Agreement proposes a standardized filing for future DSM Supply Agreement applications, including energy savings, cost-effectiveness analysis, and rate impact details. The matter is referred to the DSM Advisory Group for recommendations. El agrees to provide technical data in future plans.

4.0 LETTERS OF COMMENT AND PUBLIC SPEAKERS p. p. 0
4.0 LETTERS OF COMMENT AND PUBLIC SPEAKERS [129] The Board received 37 letters of comment from various persons, who wrote individually or on behalf of organizations. With only two exceptions, all were supportive of El and maintaining the a...

AI summary The Board received 37 letters of comment, mostly supporting El's DSM plan and advocating for increased efficiency spending. Environmental, economic, and low-income benefits were cited. At a public session, 21 speakers, including industry stakeholders and students, emphasized DSM's importance, warning of industry capacity loss if funding decreases. Most supported maintaining energy efficiency initiatives.

5.0 SUMMARY OF BOARD FINDINGS p. p. 0
5.0 SUMMARY OF BOARD FINDINGS [138] E1 applied to the Board for approval of its 2016-2018 DSM Plan, pursuant to s. 79J(3) of the PUA , as it was unable to reach agreement with NSPI on the terms of the Supply Agreement. E1 sought approval f...

AI summary E1 applied for approval of its 2016-2018 DSM Plan, seeking funding of $121.5 million. NSPI proposed a lower amount of $66 million. A Quantum Agreement was presented, but the Board rejected it, approving instead $102.15 million, a 10% reduction, based on past spending patterns and to encourage more rigorous incentive calculations.

2) DSM INVESTMENT LEVEL p. p. 0
2) DSM INVESTMENT LEVEL - a) The parties support a reduction in investment level for DSM activities over the 2016-2018 contract period from the proposed 5121.5 million to $113.5 million as follows: - I) $36.9 million in 2016 - ii) $37.8 mi...

AI summary The parties support reducing DSM investment from 5121.5 million to 113.5 million over 2016-2018, with allocations of 36.9 million in 2016, 37.8 million in 2017, and 538,8 million in 2018.

3) EFFICIENCYONE PERFORMANCE TARGETS p. p. 0
3) EFFICIENCYONE PERFORMANCE TARGETS al EfficiencyOnes cumulative energy and demand savings targets shall be 405.9 GWh and 62.5 MW respectively, as set out in Efficiencyflne's 2016-2018 DSM Resource Plan filing.

AI summary EfficiencyOne's cumulative energy and demand savings targets are set at 405.9 GWh and 62.5 MW respectively, as outlined in its 2016-2018 DSM Resource Plan filing. These targets form part of Nova Scotia's regulatory proceedings under the EECR Act.

4)2016-2018 PROGRAMS p. p. 0
4)2016-2018 PROGRAMS a) The DSM programs in 2016-2018 will be as proposed in EfficiencyOne's 2016-2018 DSM Resource Plan filing.

AI summary The 2016-2018 Demand Side Management (DSM) programs are outlined in EfficiencyOne's 2016-2018 DSM Resource Plan filing, which forms the basis for proposed initiatives during this period.

5) DSM EXPENDITURE JUSTIFICATION CRITERIA p. p. 0
5) DSM EXPENDITURE JUSTIFICATION CRITERIA a) The parties agree to discuss the potenttal development of DSM Expenditure Justification Criteria (DSMEJC) within the DSM Advisory Group.

AI summary The parties agree to discuss the potential development of DSM Expenditure Justification Criteria (DSMEJC) within the DSM Advisory Group.

7) COST-EFFEcTIVENESS TESTING p. p. 0
7) COST-EFFEcTIVENESS TESTING a) Through collaboration withIn the DSM Advisory Group, the parties agree to work to achieve consensus as to the methodology and assumptions of the cost-effectiveness screening test to be applied to future DSM...

AI summary Parties agree to collaborate with the DSM Advisory Group to establish methodology and assumptions for cost-effectiveness screening tests for future DSM Resource Plans, aiming for consensus on testing criteria.

10) NS POWER'S CHARITABLE CONTRIBUTION p. p. 0
10) NS POWER'S CHARITABLE CONTRIBUTION - a) The parties encourage Nova Scotia Power to provide the evaluated results or its low income program to the Board and to stakehotders an an annual basis and to coordinate administration and evaluat...

AI summary Parties urge NS Power to annually report on its low-income program results to the Board and stakeholders, coordinating with EfficiencyOne. They agree that NS Power's charitable contribution-driven DSM activities will not affect EfficiencyOne's performance targets.

Consensus Agreement p. p. 0
Consensus Agreement M06733 IN THE MATtER OF: THE PUBLIC UTILITIES ACT And IN THE MATtER OF: An application by EfficiencyOneforApprovat of a Supply Agreementfor Electricity Efficiency and Conservation Activities between EfficiencyOne and No...

AI summary EfficiencyOne and Nova Scotia Power Inc. (NSPI) reached a consensus agreement on the approval of a 2016-2018 Demand Side Management (DSM) Resource Plan and Supply Agreement under the Public Utilities Act. The agreement outlines terms for electricity efficiency and conservation activities, with parties reserving the right to amend positions based on further evidence. Key stakeholders, including intervenors and advocates, are acknowledged.

1) ESTABLISHMENT OF A STANDARDIZED FILING FOR FUTURE APPLICAT IONS To APPROVE A DSM SUPPLY AGREEMENT p. p. 0
1) ESTABLISHMENT OF A STANDARDIZED FILING FOR FUTURE APPLICAT IONS To APPROVE A DSM SUPPLY AGREEMENT - a) The Parties agree to the establishment of a standardized filing for future applications, the substance of which will be vetted throug...

AI summary Parties agree to establish a standardized filing for future DSM supply agreement applications, vetted by the DSM Advisory Group. The filing includes program descriptions, energy savings metrics, cost-effectiveness analysis, and bill impact details, with EfficiencyOne allowed to add relevant information.

3) PERFORMANCE TARGETS, INDICATORS AND THRESHOLDS p. p. 0
3) PERFORMANCE TARGETS, INDICATORS AND THRESHOLDS - a) The parties agree to the following Performance Targets and Performance Indicators: - Performance Targets are set over the three-year contract period, rather than annually. - ) Efficien...

AI summary Parties agree to three-year performance targets for energy savings and peak demand, with 90% achievement required for compliance. Indicators include annual and cumulative savings, customer satisfaction, and rate impact analysis. Reporting by program and rate class is mandated.

4) COST ALLOCATION p. p. 0
4) COST ALLOCATION - a) The Parties agree to collaboratively work to develop new OSM cost allocation and p5Mcost recovery models to be submitted by October 31) 2015 for approval or Decision by the Board, or within a reasonable period of ti...

AI summary Parties agree to develop OSM cost allocation and p5M cost recovery models by October 31, 2015, for Board approval. Key items include 2015 and 2016-2018 allocations, 2014 RSA, and mid-course adjustments. Nova Scotia Power retains discretion in DSM cost treatment.

7) RESoLuTIoN PROCESS p. p. 0
7) RESoLuTIoN PROCESS 2370004 a) If consensus is not achieved on any of the above items to be addressed within the DSM Advisory Group, such items will be presented to the UARB for determination not later than June 30', 2016.

AI summary If the DSM Advisory Group fails to reach consensus on items by June 30, 2016, unresolved issues will be submitted to the UARB for determination, ensuring regulatory oversight in the resolution process.

Lagend: p. p. 0
Lagend: Filing has not historically triggered an automatic regulatory Filing has historically tr riggered a regulatory process 2019-2021 DSM Plan Filing End of February Based on standardized (ling agreed to/ordered by the CARB Rate and bil...

AI summary The document outlines a timeline and requirements for various filings and reports related to the 2019-2021 DSM Plan, including the submission of financial statements, impact evaluations, and meetings with the DSMAG. It emphasizes the need for standardized filings and periodic reporting.

63104Cover letter enclosing compliance filing 1 passage
Section 1 p. p. 0
James R. Gogan Direct Dial: (902) 563-5920 E-Mail: [email protected] File No. 41736-18 September 15, 2015 Nova Scotia Utility & Review Board PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 Attention: Doreen Friis, Regulatory Affair...

AI summary EfficiencyOne files compliance documents related to a supply agreement with Nova Scotia Power Inc. and the approval of a 2016-2018 Demand Side Management (DSM) Plan under matter M06733. The filing includes the compliance submission, supply agreement with schedules, and a tracked change version of the DSM Plan.

63105Compliance Filing 13 passages
DSM INVESTMENT p. p. 2
DSM INVESTMENT - In its August 12, 2015 Decision, the Board adjusted the proposed DSM investment, approving

AI summary The Board adjusted the proposed DSM investment in its August 12, 2015 Decision, indicating a modification to the initial proposal for demand-side management investments.

- the following: p. p. 2
- the following: 2016 $33,210,000 2017 $34,020,000 2018 $34,920,000 - The summary tables of EfficiencyOne's revised 2016-2018 DSM Resource Plan are provided

AI summary The text provides a summary table showing EfficiencyOne's revised 2016-2018 DSM Resource Plan with funding amounts for each year. The data highlights the financial allocation for demand-side management initiatives during this period.

Section 11 p. p. 2
Annual avoided costs, calculated using ENSC's DSM Potential Study at the Base Level, were provided by NS Power. They include the cost of energy and capacity.

AI summary Annual avoided costs, calculated using ENSC's DSM Potential Study at the Base Level, were provided by NS Power. They include the cost of energy and capacity.

Figure 2. 2016 DSM Resource Plan Investment and Savings p. p. 2
Figure 2. 2016 DSM Resource Plan Investment and Savings 2016 Investment ($ million) Lifetime Benefits ($ million) a Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total Reso...

AI summary Figure 2 outlines the 2016 DSM Resource Plan investment and savings, detailing program investments, lifetime benefits, and energy and demand savings across residential and non-residential categories. It includes various programs such as efficient product rebates, custom incentives, and education and outreach.

Section 13 p. p. 2
15 Annual avoided costs, calculated using ENSC's DSM Potential Study at the Base Level, were provided by NS 16 Power. They include the cost of energy and capacity. 22 23 21 13 14 17 18 2 3 4 5 10 11 12 & lt;sup>a Lifetime benefits are expr...

AI summary The document discusses annual avoided costs calculated using ENSC's DSM Potential Study, including energy and capacity costs provided by NS Power. It also references benefit/cost ratios (TRC and PAC) and mentions ENS's planned participation by low-income customers based on the 2015 DSM Resource Settlement Agreement.

1 Figure 3. 2017 DSM Resource Plan Investment and Savings p. p. 2
1 Figure 3. 2017 DSM Resource Plan Investment and Savings 2017 Investment ($ million) Lifetime Benefits ($ million) a Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total Re...

AI summary Figure 3 presents the 2017 DSM Resource Plan investment and savings, detailing program investments, lifetime benefits, and energy and demand savings across residential, business, nonprofit, and institutional programs in Nova Scotia.

Section 15 p. p. 2
Annual avoided costs, calculated using ENSC's DSM Potential Study at the Base Level, were provided by NS Power. They include the cost of energy and capacity. a Lifetime benefits are expressed as the net present value of the avoided costs,...

AI summary The text discusses annual avoided costs calculated using ENSC's DSM Potential Study, including energy and capacity costs. It also introduces TRC and PAC as benefit/cost ratios and references ENS's planned participation by low-income customers under the 2015 DSM Resource Settlement Agreement.

Figure 4. 2018 DSM Resource Plan Investment and Savings p. p. 2
Figure 4. 2018 DSM Resource Plan Investment and Savings 2018 Investment ($ million) Lifetime Benefits ($ million) a Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total Reso...

AI summary Figure 4 presents the 2018 DSM Resource Plan Investment and Savings, detailing the investment amounts, lifetime benefits, and energy and demand savings for various residential and non-residential DSM programs, along with their associated costs and savings metrics.

Preamble p. pp. 2-5
Annual avoided costs, calculated using ENSC's DSM Potential Study at the Base Level, were provided by NS Power. They include the cost of energy and capacity. 19 c PAC is a benefit/cost ratio comparing lifetime benefits to ENS's costs. d Re...

AI summary The text discusses annual avoided costs calculated using ENSC's DSM Potential Study, including energy and capacity costs. It also references the PAC and TRC benefit/cost ratios, developed by EfficiencyOne and Navigant's ELRAM model, in relation to program-level investments and savings.

ENERGY AND DEMAND SAVINGS TARGETS p. pp. 2-5
ENERGY AND DEMAND SAVINGS TARGETS 7 - 8 In the course of the proceedings, EfficiencyOne reached a Settlement Agreement with the Nova - 9 Scotia Consumer Advocate, the Nova Scotia Small Business Advocate, the Affordable Energy - 10 Coalitio...

AI summary EfficiencyOne reached a Settlement Agreement with several stakeholders, known as the 'Quantum Agreement', which included maintaining energy and demand savings targets at a reduced investment level. However, the Board did not approve the agreement, and a table is provided to compare the original planned expenditure with the proposed Quantum Agreement and Board-approved expenditures.

2014 EVALUATION AND VERIFICATION RECOMMENDATIONS p. p. 7
2014 EVALUATION AND VERIFICATION RECOMMENDATIONS The Board directed EfficiencyOne to file an update on the status of the 2014 evaluation and verification recommendations in its next 2015 report. EfficiencyOne notes that its second-quarter...

AI summary The Board directed EfficiencyOne to update the 2014 evaluation and verification recommendations in its 2015 report. EfficiencyOne included this update in its August 2015 DSM report to the UARB, detailing progress on the 2014 recommendations.

FINANCING DEFERRALS p. p. 8
FINANCING DEFERRALS - The Board directed EfficiencyOne to enter into discussions with the Department of Energy and - commercial lenders to determine if there is a less expensive method to finance deferrals, and, if - so, whether that metho...

AI summary The Nova Scotia Utility and Review Board directed EfficiencyOne to explore cheaper financing methods for deferrals with the Department of Energy and commercial lenders, authorized under the Public Utilities Act. In 2015, EfficiencyOne commissioned Grant Thornton to assess financing options for Demand Side Management, leveraging a UARB-approved supply contract with Nova Scotia Power.

COLLABORATION WITH NS POWER ON GEOTARGETING OF DSM p. p. 9
COLLABORATION WITH NS POWER ON GEOTARGETING OF DSM The Board encouraged collaboration between EfficiencyOne and NS Power with respect to avoided cost analysis and locational DSM efforts. EfficiencyOne and NS Power are in agreement to colla...

AI summary The UARB encourages collaboration between EfficiencyOne and NS Power on locational DSM efforts and avoided cost analysis. Both parties agree to explore reasonable locational DSM initiatives and develop locational avoided cost methodologies.

63106Supply Agreement 16 passages
1 SCHEDULE A 2 3 ELECTRICITY EFFICIENCY AND CONSERVATION ACTIVITIES 4 Schedule A 5 Electricity Efficiency and Conservation Activities 6 7 The figure below identifies the scope of savings (3-year Cumulative Annual Net Energy and Net 8 Peak Demand Savings) associated with carrying out EECAs over the Term. 9 10 Cumulative Annual Net Energy Savings at Generator over the Term (GWh) Cumulative Annual Net Peak Demand Savings at Generator over the Term (MW) p. pp. 21-24
1 SCHEDULE A 2 3 ELECTRICITY EFFICIENCY AND CONSERVATION ACTIVITIES 4 Schedule A 5 Electricity Efficiency and Conservation Activities 6 7 The figure below identifies the scope of savings (3-year Cumulative Annual Net Energy and Net 8 Peak...

AI summary The document outlines performance targets for Electricity Efficiency and Conservation Activities (EECAs) under Schedule A, requiring 90% achievement of cumulative energy and peak demand savings over three years. Non-compliance triggers a regulatory process, referencing Schedule E's EECA Plan and the Consensus Agreement adopted by the Board.

Preamble p. pp. 24-60
28 The Parties acknowledge that any surplus realized by EfficiencyOne in delivering the 29 Performance Targets at the end of the Term shall be reported to the UARB and refunded to 30 NSPI unless EfficiencyOne is directed otherwise by the U...

AI summary The document outlines the handling of surplus funds from EfficiencyOne's delivery of Performance Targets, including the return of a 2014 surplus of DSM funds to NSPI, and adjustments to the Contract Price for 2016 and the overall Term.

This Plan has been modified to comply with the Utility and Review Board (UARB)'s August 12, 2015 Decision, which set annual DSM investment amounts of $33.21 million, p. pp. 42-43
This Plan has been modified to comply with the Utility and Review Board (UARB)'s August 12, 2015 Decision, which set annual DSM investment amounts of $33.21 million, 1 $34.02 million and $34.92 million for 2016, 2017, and 2018 respectively...

AI summary This Plan has been updated to meet the Utility and Review Board's 2015 decision, setting annual DSM investment amounts of $33.21 million, $34.02 million, and $34.92 million for 2016, 2017, and 2018 respectively. It outlines ENS's proposed programs and strategies for achieving energy and demand savings targets.

1 Figure 1.3 - 2017 DSM Resource Plan Investment and Savings p. pp. 45-46
1 Figure 1.3 - 2017 DSM Resource Plan Investment and Savings 2017 Investment ($ million) Lifetime Benefits ($ million)a Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total...

AI summary Figure 1.3 presents the 2017 DSM Resource Plan investment and savings, including program-specific investments, lifetime benefits, and energy and demand savings. The table includes various residential and business programs, along with enabling strategies.

Section 71 p. p. 46
Annual avoided costs, calculated using ENSC's DSM Potential Study at the Base Level, were provided by NS Power. They include the cost of energy and capacity. a Lifetime benefits are expressed as the net present value of the avoided costs,...

AI summary Annual avoided costs, calculated using ENSC's DSM Potential Study, were provided by NS Power and include energy and capacity costs. The text discusses lifetime benefits, TRC and PAC ratios, and ENS's planned participation by low-income customers under the 2015 DSM Resource Settlement Agreement.

Figure 1.4 - 2018 DSM Resource Plan Savings and Investment p. p. 46
Figure 1.4 - 2018 DSM Resource Plan Savings and Investment 2018 Investment ($ million) Lifetime Benefits ($ million) a Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total R...

AI summary Figure 1.4 presents the 2018 DSM Resource Plan Savings and Investment, including details on investment amounts, lifetime benefits, energy and demand savings, and cost tests for various residential and business programs. The table highlights the financial and efficiency outcomes of different demand-side management initiatives.

1.2 Programs and Services Overview p. p. 47
1.2 Programs and Services Overview 5 7 8 4 The 2016-2018 Residential and Business, Non-profit and Institutional (BNI) programs are expected to include ongoing gradual evolution in order to address the following objectives: 9 10 11 12 13 -...

AI summary The 2016-2018 Residential and BNI programs aim to evolve by addressing market changes, research findings, and ensuring access across ratepayers. ENS plans 'Programs 2.0' to enhance customer experience through streamlined services, flexible support, and IT improvements, with implementation expected in 2016. The initiative seeks to maintain industry capacity stability and balance investments between sectors.

2.4 Update on Energy Saving Actions p. p. 52
2.4 Update on Energy Saving Actions Efficiency Nova Scotia's 2016-2018 DSM Resource Plan does not include a target or investment for Energy Saving Actions. ENS piloted the Home Energy Report in 2013, and it will continue until early 2016....

AI summary Energy Nova Scotia's 2016-2018 DSM Resource Plan lacks energy-saving targets. The Home Energy Report pilot (2013-2016) will end early due to affordability concerns, despite its energy savings success. ENS prioritizes balancing program portfolios and industry capacity, while exploring alternative behavior-based energy efficiency options through research.

3.2 Custom Incentives p. pp. 54-56
3.2 Custom Incentives The Custom Incentives program provides financial incentives to help commercial, industrial, not-for-profit and institutional customers reduce their electrical energy consumption and peak demand. Incentives are provide...

AI summary The Custom Incentives program by Energy Nova Scotia (ENS) offers financial incentives to commercial, industrial, and institutional customers to reduce energy consumption and peak demand through energy audits and technical changes. It supports energy-efficient upgrades, cogeneration projects not in COMFIT, and flexible participation at any project phase.

1 incentives through the Custom Incentives and Efficient Products Rebates programs will p. pp. 58-60
1 incentives through the Custom Incentives and Efficient Products Rebates programs will 2 be available for measures that qualify but that are not supported by the New 3 Construction Program. 4 5 The Custom Incentives program will continue...

AI summary The document outlines the continuation of the Custom Incentives and Efficient Products Rebates programs, which provide financial incentives for energy efficiency measures not supported by the New Construction Program. These programs include retro-commissioning, compressed air system optimization, EMIS, SEM, OEM services, and employee engagement initiatives.

4.1 Education and Outreach p. pp. 60-61
4.1 Education and Outreach The complexity of the electricity system means that many concepts and terms are not familiar or accessible to most Nova Scotians. The concept of energy efficiency is equally challenging to communicate effectively...

AI summary Education and Outreach is vital for DSM in Nova Scotia, as energy efficiency concepts are complex and require public understanding to drive participation. The Electricity Efficiency and Conservation Restructuring (2014) Act underscores energy efficiency's role in the electricity supply. While ENS's efforts have increased public awareness (35% unaided awareness in 2014), challenges remain in communicating intangible benefits and reaching more Nova Scotians.

• Educating customers on ways to conserve energy, reduce peak demand, achieve cost-effective energy savings and lower their electric utility bills; p. p. 61
• Educating customers on ways to conserve energy, reduce peak demand, achieve cost-effective energy savings and lower their electric utility bills; 1 • Increasing public awareness of the value of participating in DSM 2 programs; 3 • Enabli...

AI summary The document outlines strategies for educating customers on energy conservation, reducing peak demand, and achieving cost-effective energy savings. It emphasizes increasing public awareness of DSM programs, promoting energy efficiency as a social norm, and connecting customers to relevant services. Outreach methods include online engagement, social media, newsletters, and educational initiatives in schools and post-secondary institutions.

4.2 Development and Research p. pp. 61-64
4.2 Development and Research - Efficiency Nova Scotia uses evidence-based decision-making to improve program design and delivery and to guide business strategy. This approach ensures ENS is making the best possible decisions for evolving b...

AI summary Efficiency Nova Scotia employs evidence-based strategies to enhance program design and business strategy, focusing on two areas: research and development for DSM Resource Plans and improving service delivery to Nova Scotians. This approach minimizes risk and cost while aligning with evolving business needs.

4.2.1 Primary and Secondary Research p. pp. 64-65
4.2.1 Primary and Secondary Research - Innovation is critical to ensure ENS programs reflect current technologies and consumer behaviour patterns. As such, an important focus of research will be to explore new opportunities for DSM program...

AI summary ENS aims to enhance DSM programs through primary and secondary research, focusing on innovation, consumer behavior, and new opportunities like demand-response. Research initiatives include analyzing participation barriers, energy trends, and testing marketing approaches. A new information management system is proposed to improve customer experience, streamline reporting, and increase program efficiency.

4.3.1 Property-Assessed Clean Energy (PACE) Financing p. p. 66
4.3.1 Property-Assessed Clean Energy (PACE) Financing ENS recognizes a lack of upfront capital can be a barrier to customers adopting energy efficiency measures. For this reason, financing DSM activities is a complementary incentive struct...

AI summary ENS acknowledges upfront capital barriers hinder energy efficiency adoption and supports financing DSM activities as complementary incentives. Despite low historical participation rates in financing programs (median <0.5% in 2011), ENS will provide tools for municipalities to develop PACE programs, which allow property tax add-ons for energy upgrades. ENS's role is an Enabling Strategy, not direct program delivery.

4.3.4 Regulatory Affairs p. pp. 67-68
4.3.4 Regulatory Affairs As approved in the 2015 DSM Resource Plan, Regulatory Affairs initiatives outside of specific research conducted for DSM Resource Plans or Potential Studies are categorized as Enabling Strategies. As with other Ena...

AI summary Regulatory Affairs initiatives under NSPI's 2015 DSM Resource Plan are categorized as Enabling Strategies, critical for future energy savings. These include UARB costs, DSM Advisory Group activities, stakeholder consultations, and legal work for regulatory changes, emphasizing their foundational role in sustaining ongoing energy efficiency efforts.

631072016-2018 DSM Supply Agreement - Schedule E - Final with Track Changes 24 passages
Section 1 p. p. 1
Appendix A Schedule E EECA Plan (2016-2018 DSM Resource Plan)

AI summary This document presents the Energy Efficiency Conservation Agency (EECA) Plan for the 2016-2018 Demand Side Management (DSM) Resource Plan, which outlines strategies and initiatives aimed at improving energy efficiency and managing demand for electricity in Nova Scotia.

1. INTRODUCTION p. pp. 4-5
1. INTRODUCTION The 2016-2018 DSMDemand-Side Management (DSM) Resource Plan has been developed based on ENS's growing experience and history in delivering successful DSM programs and services to Nova Scotians. As part of the process, ENS e...

AI summary The 2016-2018 DSM Resource Plan by ENS outlines programs and services for Nova Scotia electricity users, developed with consulting firms and aligned with the UARB's 2015 decision. The plan emphasizes flexibility for mid-course adjustments, affordability, and compliance with NS Power's IRP. It includes residential, BNI, and enabling strategies sections, with revised investment targets to meet annual DSM funding requirements.

1.1 2016-2018 DSM Resource Plan Savings and Investment p. pp. 5-6
1.1 2016-2018 DSM Resource Plan Savings and Investment Figure 1.1.1 provides a summary of the energy savings and investment for the 2016-2018 DSM Resource Plan.

AI summary The text references Figure 1.1.1, which summarizes energy savings and investment data for the 2016-2018 Demand-Side Management (DSM) Resource Plan. The figure provides an overview of savings and investment metrics under the DSM program during this period.

2 Figure 1.1 - 2016-2018 DSM Resource Plan Investment and Savings p. p. 6
2 Figure 1.1 - 2016-2018 DSM Resource Plan Investment and Savings Year Investment ($ million) Lifetime Benefits ($ million)a Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) T...

AI summary Figure 1.1 presents the investment and savings data from the 2016-2018 DSM Resource Plan, showing yearly investments, lifetime benefits, energy and demand savings, and cost tests. The data highlights the financial and operational performance of the Demand-Side Management program over the period.

Section 6 p. p. 6
Currency Investment is expressed in 2016nominal dollars. Columns may not add correctly, due to rounding. Annual avoided costs, calculated using ENSC's DSM Potential Study at the Base Level, were provided by NS Power. They include the cost...

AI summary The text discusses annual avoided costs from NS Power's DSM Potential Study, expressed in 2016 nominal dollars. It highlights lifetime benefits as the net present value of avoided energy and capacity costs, and introduces TRC and PAC as benefit/cost ratios comparing these benefits to total and ENS-specific costs, respectively.

3 p. pp. 6-8
3 4 Figure 1.2 - 2016 DSM Resource Plan Investment and Savings 2016 Investment ($ million) Lifetime Benefits ($ million)a Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Tota...

AI summary The document presents a comparison of investment and savings data from the 2016 DSM Resource Plan, detailing various residential and business programs, their investments, benefits, and cost tests. It includes metrics such as lifetime benefits, energy and demand savings, and cost tests like TRC and PAC.

c PAC is a benefit/cost ratio comparing lifetime benefits to ENS's costs. d Reflects ENS's planned participation by low income customers, per the 2015 DSM Resource Settlement Agreement. p. pp. 8-10
c PAC is a benefit/cost ratio comparing lifetime benefits to ENS's costs. d Reflects ENS's planned participation by low income customers, per the 2015 DSM Resource Settlement Agreement. Figure 1.3 - 2017 DSM Resource Plan Investment and Sa...

AI summary The document presents a 2017 DSM Resource Plan Investment and Savings table, highlighting various programs and their associated investments, benefits, and cost tests. It includes specific figures for residential and business programs, as well as enabling strategies, with data expressed in 2016-2017 dollars.

Section 10 p. p. 10
& lt;sup>a Lifetime benefits are expressed as the net present value of the avoided costs, including energy and capacity, over the life of the program measures. & lt;sup>b TRC is a benefit/cost ratio comparing lifetime benefits to the sum o...

AI summary The text discusses the calculation of lifetime benefits for energy efficiency programs, expressed as the net present value of avoided costs. It defines TRC and PAC as benefit/cost ratios and references ENS's planned participation by low-income customers as outlined in the 2015 DSM Resource Settlement Agreement.

1 Figure 1.4 - 2018 DSM Resource Plan Savings and Investment p. pp. 10-11
1 Figure 1.4 - 2018 DSM Resource Plan Savings and Investment 2018 Investment ($ million) Lifetime Benefits ($ million)a Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total...

AI summary The document presents data on the 2018 DSM Resource Plan Savings and Investment, including details on investment amounts, lifetime benefits, energy and demand savings, and cost tests for various residential and business programs. The data is split into two currency tables, with differences in figures likely due to rounding and currency conversion.

1.2 Programs and Services Overview p. pp. 11-12
1.2 Programs and Services Overview 45 6 7 The 2016-2018 Residential and Business, Non-profit and Institutional (BNI) programs are expected to include ongoing gradual evolution in order to address the following objectives: 8 9 10 11 12 13 1...

AI summary The 2016-2018 Residential and BNI programs are expected to evolve gradually to address market changes, research findings, and ensure program accessibility. ENS aims to improve customer experience through initiatives like Programs 2.0, which includes a one-window approach, enhanced IT systems, and flexible support options. These changes are being piloted in Q1-Q3 2015.

2.2.1. Low-Income Initiatives p. pp. 15-17
2.2.1. Low-Income Initiatives Beginning in 2015, NS Power shareholders are committing up to $37 million dollars over 10 years to support the HomeWarming program. The program, in partnership with the Clean Foundation, will offer free energy...

AI summary NS Power is committing up to $37 million over 10 years to support the HomeWarming program, which provides free energy efficiency improvements to low-income homeowners. ENS is also conducting research on low-income rental accommodations with electric heating, as part of the 2015 DSM Resource Plan Settlement Agreement approved by the UARB in 2014.

2.4 Update on Energy Saving Actions p. p. 17
2.4 Update on Energy Saving Actions Efficiency Nova Scotia's 2016-2018 DSM Resource Plan does not include a target or investment for Energy Saving Actions. ENS piloted the Home Energy Report in 2013, and it will continue until early 2016....

AI summary Efficiency Nova Scotia's 2016-2018 DSM plan lacks energy-saving targets. The Home Energy Report pilot ends in 2016 due to affordability concerns, with ENS opting to discontinue it to minimize impact on portfolio balance and industry capacity. Future plans may revisit the program if higher savings are needed. Behavior-based efficiency remains a priority, with ENS exploring alternative incentives through research.

3.1 Efficient Product Rebates (BNI) p. pp. 19-20
3.1 Efficient Product Rebates (BNI) The BNI Efficient Product Rebates program provides financial incentives, through prescriptive rebates, on a wide variety of products to encourage BNI end-users to reduce electrical energy consumption and...

AI summary The BNI Efficient Product Rebates program offers prescriptive rebates for energy-efficient products to reduce electrical consumption and peak demand. Eligible BNI customers can choose from predefined measures, with rebates administered via mail-in applications or point-of-purchase discounts. The program aims to raise awareness, promote efficient technologies, and transform market practices through expanding rebate offerings and streamlined processes.

3.2 Custom Incentives p. p. 20
3.2 Custom Incentives The Custom Incentives program provides financial incentives to help commercial, industrial, not-for-profit and institutional customers reduce their electrical energy consumption and peak demand. Incentives are provide...

AI summary The Custom Incentives program offers financial support to commercial, industrial, and non-profit customers for energy audits and efficiency upgrades, including measures not covered by other ENS programs. It accommodates various project phases and supports discretionary retrofits and new equipment replacements. ENS also plans to assist cogeneration projects outside the COMFIT program.

1 incentives through the Custom Incentives and Efficient Products Rebates programs will p. p. 23
1 incentives through the Custom Incentives and Efficient Products Rebates programs will 2 be available for measures that qualify but that are not supported by the New 3 Construction Program. 4 5 The Custom Incentives program will continue...

AI summary The Custom Incentives and Efficient Products Rebates programs will provide incentives for energy efficiency measures not supported by the New Construction Program. The Custom Incentives program will focus on tailored offerings such as retro-commissioning, EMIS, and SEM. The Direct Installation program allows small to medium businesses to access no-charge energy audits and financial incentives for energy-efficient upgrades, with options for interest-free financing.

Preamble p. p. 23
Typical customers of the program are small offices, retail shops, convenience and grocery stores, service stations, restaurants, lodgings, non-profit and community organizations, churches, cafeterias, pharmacies, bakeries and farms. Becaus...

AI summary The program targets small businesses and non-profits, offering energy efficiency support through initial assessments and direct installation. Measures include lighting, HVAC, and insulation. From 2016-2018, the Direct Installation program will expand to include more contractors and products to meet market needs and develop industry capacity.

4. ENABLING STRATEGIES p. pp. 23-26
4. ENABLING STRATEGIES Enabling Strategies are essential to ensure that ENS is able to increase awareness about energy efficiency, evolve services, and provide information and tools needed by Nova Scotians to make informed energy choices....

AI summary Enabling Strategies aim to increase energy efficiency awareness, evolve DSM services, and drive market transformation through education, innovation, and outreach. ENS highlights cost efficiencies from activities like LED Holiday Light Exchange and Appliance Retirement, while committing to long-term DSM goals despite short-term affordability concerns. Investments in initiatives like Passive House and PACE financing are emphasized.

4.1 Education and Outreach p. pp. 26-27
4.1 Education and Outreach The complexity of the electricity system means that many concepts and terms are not familiar or accessible to most Nova Scotians. The concept of energy efficiency is equally challenging to communicate effectively...

AI summary Education and outreach are critical to DSM efforts in Nova Scotia, as energy efficiency concepts are complex and require tailored communication to engage Nova Scotians. The 2014 Electricity Efficiency and Conservation Restructuring Act mandates energy efficiency as part of the electricity supply. Outreach strategies aim to increase participation in DSM programs by highlighting individual and collective benefits, despite challenges in communicating intangible benefits.

• Educating customers on ways to conserve energy, reduce peak demand, achieve cost-effective energy savings and lower their electric utility bills; p. p. 27
• Educating customers on ways to conserve energy, reduce peak demand, achieve cost-effective energy savings and lower their electric utility bills; 1 • Increasing public awareness of the value of participating in DSM 2 programs; 3 • Enabli...

AI summary The document outlines a strategy to educate customers on energy conservation, reduce peak demand, and lower utility bills through Demand-Side Management (DSM) programs. It emphasizes public awareness, community engagement, and integration of energy efficiency into education systems.

4.2 Development and Research p. pp. 27-30
4.2 Development and Research - Efficiency Nova Scotia uses evidence-based decision-making to improve program design and delivery and to guide business strategy. This approach ensures ENS is making the best possible decisions for evolving b...

AI summary Efficiency Nova Scotia (ENS) employs evidence-based decision-making to enhance program design, business strategy, and reduce risks. ENS will invest in two areas: research and development for Demand-Side Management (DSM) Resource Plans and initiatives to improve service delivery to Nova Scotians.

4.2.1 Primary and Secondary Research p. pp. 30-31
4.2.1 Primary and Secondary Research - Innovation is critical to ensure ENS programs reflect current technologies and consumer behaviour patterns. As such, an important focus of research will be to explore new opportunities for DSM program...

AI summary Energy Nova Scotia (ENS) emphasizes innovation in Demand-Side Management (DSM) programs through primary/secondary research, focusing on new technologies, consumer behavior, and opportunities like demand-response. ENS will develop an information management system to enhance customer experience, streamline reporting, and improve program efficiency, aligning with Synapse's recommendations for rate impact analysis.

4.3 Other Enabling Strategies p. pp. 31-32
4.3 Other Enabling Strategies

AI summary Section 4.3 discusses 'Other Enabling Strategies' in a Nova Scotia regulatory proceeding, referencing various programs, regulatory bodies, and acronyms related to energy management and resource planning.

4.3.1 Property-Assessed Clean Energy (PACE) Financing p. p. 32
4.3.1 Property-Assessed Clean Energy (PACE) Financing ENS recognizes a lack of upfront capital can be a barrier to customers adopting energy efficiency measures. For this reason, financing DSM activities is a complementary incentive struct...

AI summary ENS acknowledges that upfront capital barriers hinder energy efficiency adoption, so it supports financing DSM initiatives as complementary to rebates. Despite low historical participation (median <0.5% in 2011), ENS aids municipalities in developing PACE programs, enabling property tax-based financing for energy upgrades. ENS's role is an enabling strategy, not direct program delivery, with participants eligible for ENS programs.

4.3.4 Regulatory Affairs p. pp. 33-34
4.3.4 Regulatory Affairs As approved in the 2015 DSM Resource Plan, Regulatory Affairs initiatives outside of specific research conducted for DSM Resource Plans or Potential Studies are categorized as Enabling Strategies. As with other Ena...

AI summary Regulatory Affairs initiatives outside DSM research are classified as Enabling Strategies, crucial for future energy savings. Activities include UARB costs, DSM Advisory Group work, stakeholder consultations, and legal efforts. Approvals for these activities are necessary to sustain ongoing savings.

63134Board letter re black-line version required to be filed, if there were changes 1 passage
Section 1 p. p. 0
Nova Scotia Utility and Review Board Mailing address PO Box 1692, Unit "M" Halifax, Nova Scotia 83J 3S3 [email protected] httD://nsuarb.novascotia.ca Office 3rd Floor, 1601 Lower Water Stree1 Halifax, Nova Scotia 83J 3P6 1 855 442-4448 (...

AI summary The Nova Scotia Utility and Review Board requests EfficiencyOne to confirm if changes were made to the supply agreement text since the original application filing, asking for a black-lined version if so. The proceeding involves approval of a 2016-2018 Demand Side Management (DSM) Plan between EfficiencyOne and Nova Scotia Power Inc.

63151Supply Agreement Blackline Feb Application v. Sep Compliance Filing 8 passages
- (c) to its knowledge, there is no matter, thing or event, including without limitation, any litigation, proceeding, breach, default or financial circumstance that would p. pp. 10-11
- (c) to its knowledge, there is no matter, thing or event, including without limitation, any litigation, proceeding, breach, default or financial circumstance that would ENS 2016-2018 DSM FILING (E-ENS-R-15) Appendix JSupply Agreement for...

AI summary The text discusses a compliance filing related to the ENS 2016-2018 DSM Filing and includes a supply agreement. It also mentions the responsibility of Subcontractors and their employees for acts and omissions as if they were acts of EfficiencyOne employees.

February 27September 15, 2015 p. p. 21
February 27September 15, 2015 ENS 2016-2018 DSM FILING (E-ENS-R-15) JSupply Agreement for Compliance Filing Appendix IN WITNESS THEREOF, the Parties have duly executed this Agreement, in duplicate, as of the date set forth above. NOVA SCOT...

AI summary This document is a compliance filing related to the ENS 2016-2018 DSM (Demand Side Management) plan, involving Nova Scotia Power Incorporated and EfficiencyOne. It includes a supply agreement and Schedule A, which outlines Electricity Efficiency and Conservation Activities, though no agreement was reached on this schedule.

31 32 p. p. 21
31 32 Cumulative Annual Net Cumulative Annual Net Peak Energy Savings at Generator Demand Savings at Generator over the Term over the Term (GWh) (MW) Performance Targets 405.9 62.5 33 34

AI summary The text provides cumulative annual net energy and demand savings targets over the term, with values of 405.9 GWh for energy savings and 62.5 MW for demand savings. These figures represent performance targets related to energy efficiency and demand-side management initiatives.

Preamble p. pp. 25-28
52 The Parties acknowledge that any surplus realized by EfficiencyOne in delivering the 53 Performance Targets at the end of the Term shall be reported to the UARB and refunded to 54 NSPI unless EfficiencyOne is directed otherwise by the U...

AI summary The Parties agree that any surplus from EfficiencyOne meeting Performance Targets will be reported to the UARB and refunded to NSPI unless directed otherwise. A Balance Adjustment of $8,518,030 from 2014 is to be returned by EfficiencyOne, reducing the 2016 Contract Price payment to NSPI, with total payments over the Term capped at $93,631,970.

Section 46 p. pp. 26-27
66 67 3 The 2017 payments owing by NSPI will be reduced to reflect any 2015 under-spending by EfficiencyOne, if any, against the 2015 UARB-approved DSM Resource Plan, together with any 2014 Balance Adjustment interest earned in 2015. 4 The...

AI summary The text outlines adjustments to payments owed by Nova Scotia Power Incorporated (NSPI) for 2017 and 2018, based on under-spending by EfficiencyOne in 2015 and interest earned from the 2014 Balance Adjustment in 2015 and 2016, respectively.

JSupply Agreement for Compliance Filing p. p. 27
JSupply Agreement for Compliance Filing 68 SCHEDULE C 69 70 SCHEDULE C (PAGE 1 OF 2) 71 Performance Requirements 72 I. UARB-APPROVED PERFORMANCE STANDARDSTARGETS, THRESHOLDS, AND 73 INDICATORS5 74 [As approved by the UARB] 75 76 a) Perform...

AI summary The document outlines performance requirements set by the UARB for EfficiencyOne under a supply agreement. It specifies that performance targets are set over a three-year period, with substantial compliance defined as achieving 90% or more on two key targets: cumulative annual energy savings and cumulative annual peak demand savings. Failure to meet these targets may trigger a regulatory process.

ENS 2016-2018 DSM FILING (E-ENS-R-15) Appendix JSupply Agreement for Compliance Filing viii. Customer satisfaction Schedule C (Page 2 of 2) Performance Requirements ix. An analysis of the impact on rates through the implementation of the 2016-2018 programs will be included as part of EfficiencyOne's historical-looking rate and bill impact analysis, filed by October 31st of each year. x. Reporting on low income program participation, expenditures, and savings through a variety of methods, including estimation based on geographic census information. d) For the Performance Indicators reported by program, EfficiencyOne will also report on them by rate class, as soon as available, but not later than within its Q3 report to the UARB. p. p. 28
ENS 2016-2018 DSM FILING (E-ENS-R-15) Appendix JSupply Agreement for Compliance Filing viii. Customer satisfaction Schedule C (Page 2 of 2) Performance Requirements ix. An analysis of the impact on rates through the implementation of the 2...

AI summary The document outlines performance requirements for the ENS 2016-2018 DSM Filing, including the analysis of rate and bill impacts, reporting on low-income program participation, and reporting performance indicators by rate class to the Utility and Review Board.

15. This Agreement is binding on the Parties, their administrators, successors, executors and assigns. p. p. 28
15. This Agreement is binding on the Parties, their administrators, successors, executors and assigns. 20 Executed and delivered this day of, 2015. EfficiencyOne Nova Scotia Power Incorporated By: By: Name: Name: Title: Title: ENS 2016-201...

AI summary This document contains a confidentiality agreement between EfficiencyOne and Nova Scotia Power Incorporated, including an undertaking to abide by its terms. It also references an approved EECA plan as part of the ENS 2016-2018 DSM Filing.

63232Compliance Comments - Industrial Group 2 passages
Delivered by E-mail p. p. 0
Delivered by E-mail Doreen Friis 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. Friis: Re: M06733 – 2016-2018 DSM Plan On September 1...

AI summary EfficiencyOne submitted a Compliance Filing on September 15, 2015, following the Board's decision. The Industrial Group is providing comments on the 2016-2018 DSM Plan under matter M06733. The filing relates to regulatory compliance and stakeholder input.

INCENTIVES REPORT p. p. 0
INCENTIVES REPORT With respect to incentives, the Board directed E1 to undertake research and make recommendations on a more rigorous program, to be filed with the Board by March 31, 2016. E1 requested an extension to June 30, 2016, to all...

AI summary The Board directed E1 to propose a more rigorous incentive program by March 31, 2016. E1 requested an extension to June 30, 2016, with the Industrial Group supporting the extension if revisions can be implemented promptly. The Industrial Group also recommends preserving flexibility to adjust incentives in long-term contracts.

63292Supply Agreement EfficiencyOne and NSPI Form of Agreement Final Executed in Counterparts 20 passages
The figure below identifies the net Contract Price to be paid by NSPI allocated for each year of the Term. p. pp. 25-26
The figure below identifies the net Contract Price to be paid by NSPI allocated for each year of the Term. 2016 2017 2018 Total UARB Approved $33,210,000 $34,020,000 $34,920,000 $102,150,000 Balance Adjustment1 ($8,518,030) nil nil ($8,518...

AI summary The document outlines the net Contract Price to be paid by NSPI for each year of the Term, including adjustments and refunds. The UARB-approved amounts are detailed, along with a balance adjustment from 2014 that reduces the 2016 payment. Any surplus from EfficiencyOne's Performance Targets will be reported and refunded to NSPI unless directed otherwise.

Schedule E p. pp. 28-40
Schedule E EECA Plan (2016-2018 DSM Resource Plan)

AI summary Schedule E presents the EECA Plan (2016-2018 DSM Resource Plan), outlining demand-side management initiatives under Nova Scotia's regulatory proceeding. The plan focuses on electricity efficiency and conservation programs managed by EECA.

This Plan has been modified to comply with the Utility and Review Board (UARB)'s August 12, 2015 Decision, which set annual DSM investment amounts of $33.21 million, p. pp. 44-45
This Plan has been modified to comply with the Utility and Review Board (UARB)'s August 12, 2015 Decision, which set annual DSM investment amounts of $33.21 million, 1 $34.02 million and $34.92 million for 2016, 2017, and 2018 respectively...

AI summary This Plan has been updated to align with the Utility and Review Board's 2015 decision, setting annual DSM investment amounts for 2016, 2017, and 2018. It outlines ENS's proposed programs and strategies for achieving energy and demand savings targets while revising program-level investments to meet the approved investment level.

- 2 2017, and 2018, respectively. p. pp. 45-47
- 2 2017, and 2018, respectively. 4 Figure 1.2 - 2016 DSM Resource Plan Investment and Savings 2016 Investment ($ million) Lifetime Benefits ($ million)a Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Deman...

AI summary The document presents a table summarizing the 2016 DSM Resource Plan investment and savings, including program-specific investments, lifetime benefits, energy and demand savings, and cost tests. The data covers residential and non-residential programs, as well as enabling strategies.

1 Figure 1.3 - 2017 DSM Resource Plan Investment and Savings p. pp. 47-48
1 Figure 1.3 - 2017 DSM Resource Plan Investment and Savings 2017 Investment ($ million) Lifetime Benefits ($ million)a Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total...

AI summary Figure 1.3 outlines the 2017 DSM Resource Plan investment and savings, including details on residential and non-residential programs, their respective investments, benefits, energy and demand savings, and cost tests such as TRC and PAC.

Section 97 p. p. 48
Annual avoided costs, calculated using ENSC's DSM Potential Study at the Base Level, were provided by NS Power. They include the cost of energy and capacity. a Lifetime benefits are expressed as the net present value of the avoided costs,...

AI summary Annual avoided costs, calculated using ENSC's DSM Potential Study, were provided by NS Power and include energy and capacity costs. Lifetime benefits are expressed as the net present value of these avoided costs. TRC and PAC are benefit/cost ratios comparing lifetime benefits to combined and individual costs, respectively. The data reflects ENS's planned participation by low-income customers under the 2015 DSM Resource Settlement Agreement.

Figure 1.4 - 2018 DSM Resource Plan Savings and Investment p. p. 48
Figure 1.4 - 2018 DSM Resource Plan Savings and Investment 2018 Investment ($ million) Lifetime Benefits ($ million) a Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total R...

AI summary Figure 1.4 from the 2018 DSM Resource Plan outlines investments and benefits for various energy efficiency programs, including residential and business initiatives. It highlights the financial and energy savings associated with these programs, along with metrics like the Total Resource Cost Test (TRC) and Program Administrator Cost Test (PAC).

1.2 Programs and Services Overview p. p. 49
1.2 Programs and Services Overview 5 7 8 4 The 2016-2018 Residential and Business, Non-profit and Institutional (BNI) programs are expected to include ongoing gradual evolution in order to address the following objectives: 9 10 11 12 13 14...

AI summary The 2016-2018 Residential and BNI programs aim to evolve by adapting to market changes, incorporating research, and ensuring accessibility. ENSC will implement Program 2.0 to enhance customer experience through streamlined access, IT improvements, and flexible support, with rollout expected in 2016. The initiative seeks to maintain industry capacity and balance investments between sectors.

2.4 Update on Energy Saving Actions p. p. 54
2.4 Update on Energy Saving Actions Efficiency Nova Scotia's 2016-2018 DSM Resource Plan does not include a target or investment for Energy Saving Actions. ENS piloted the Home Energy Report in 2013, and it will continue until early 2016....

AI summary Efficiency Nova Scotia's 2016-2018 DSM Resource Plan lacks Energy Saving Actions targets. The Home Energy Report pilot (2013-2016) will end due to affordability concerns, despite its energy-saving success. ENS prioritizes minimizing impact on portfolio balance and industry capacity. Behavior-based programs remain important, with ENS exploring alternatives via Enabling Strategies.

3.1 Efficient Product Rebates (BNI) p. p. 56
3.1 Efficient Product Rebates (BNI) The BNI Efficient Product Rebates program provides financial incentives, through prescriptive rebates, on a wide variety of products to encourage BNI end-users to reduce electrical energy consumption and...

AI summary The BNI Efficient Product Rebates program offers prescriptive rebates for energy-efficient products to reduce energy consumption and peak demand. Eligible customers can choose from a predefined list of measures, with rebates delivered via mail or distribution partners. The program aims to raise awareness, encourage efficient product use, and transform markets by increasing adoption of efficient technologies. It will expand rebate offerings and streamline processes as markets evolve.

3.2 Custom Incentives p. pp. 56-60
3.2 Custom Incentives The Custom Incentives program provides financial incentives to help commercial, industrial, not-for-profit and institutional customers reduce their electrical energy consumption and peak demand. Incentives are provide...

AI summary The Custom Incentives program offers financial support to commercial, industrial, and institutional customers in Nova Scotia to reduce energy consumption and peak demand through energy audits and efficiency upgrades. It accommodates diverse customer needs, supports engineering studies, and includes measures like retrofitting systems and cogeneration projects outside the COMFIT program.

1 incentives through the Custom Incentives and Efficient Products Rebates programs will p. pp. 60-62
1 incentives through the Custom Incentives and Efficient Products Rebates programs will 2 be available for measures that qualify but that are not supported by the New 3 Construction Program. 4 5 The Custom Incentives program will continue...

AI summary The Custom Incentives and Efficient Products Rebates programs will provide incentives for energy efficiency measures not covered by the New Construction Program. These programs target specific market segments and include offerings like retro-commissioning, compressed air system optimization, and energy management systems. ENS plans to expand services and recruit additional trade partners.

Preamble p. p. 62
- Education and Outreach; - Development and Research; and - Other Enabling Strategies: - o Property-Assessed Clean Energy (PACE) Financing Support; - o Working with Governments; - o Capacity Building; and - o Regulatory Affairs. Enabling S...

AI summary The document outlines Enabling Strategies under Efficiency Nova Scotia (ENS), focusing on education, innovation, and market transformation to enhance Demand Side Management (DSM) programs. These strategies aim to increase participation, improve service delivery, and achieve long-term energy efficiency goals, while balancing short-term affordability concerns.

4.1 Education and Outreach p. pp. 62-63
4.1 Education and Outreach The complexity of the electricity system means that many concepts and terms are not familiar or accessible to most Nova Scotians. The concept of energy efficiency is equally challenging to communicate effectively...

AI summary Education and Outreach is critical to DSM efforts in Nova Scotia, as energy efficiency concepts are complex and require public understanding to drive adoption. The 2014 Electricity Efficiency and Conservation Restructuring Act emphasizes energy efficiency as part of the electricity supply. While Enabling Strategies have improved public awareness (35% unaided awareness in 2014), further outreach is needed to increase participation in DSM programs. Strategies will build on feedback from Nova Scotians and past initiatives.

• Educating customers on ways to conserve energy, reduce peak demand, achieve cost-effective energy savings and lower their electric utility bills; p. p. 63
• Educating customers on ways to conserve energy, reduce peak demand, achieve cost-effective energy savings and lower their electric utility bills; 1 • Increasing public awareness of the value of participating in DSM 2 programs; 3 • Enabli...

AI summary The text outlines a strategy to educate customers on energy conservation, reduce peak demand, and promote cost-effective energy savings. It emphasizes increasing public awareness of Demand Side Management (DSM) programs, fostering energy efficiency as a social norm, and connecting customers to relevant services. The strategy includes digital engagement, social media, education initiatives, and outreach through various channels.

4.2 Development and Research p. pp. 63-66
4.2 Development and Research - Efficiency Nova Scotia uses evidence-based decision-making to improve program design and delivery and to guide business strategy. This approach ensures ENS is making the best possible decisions for evolving b...

AI summary Efficiency Nova Scotia (ENS) employs evidence-based decision-making to enhance program design, delivery, and business strategy. ENS will invest in two areas: research and development for Demand Side Management (DSM) Resource Plans and improving service delivery to Nova Scotians.

4.2.1 Primary and Secondary Research p. pp. 66-67
4.2.1 Primary and Secondary Research - Innovation is critical to ensure ENS programs reflect current technologies and consumer behaviour patterns. As such, an important focus of research will be to explore new opportunities for DSM program...

AI summary Efficiency Nova Scotia (ENS) emphasizes innovation in Demand Side Management (DSM) programs through primary/secondary research, focusing on consumer behavior, new technologies, and opportunities like demand-response. ENS will develop information management systems to improve customer experience, streamline reporting, and enhance program delivery, building on Synapse's 2013-2015 DSM Plan recommendations and the UARB's Decision.

4.3 Other Enabling Strategies p. pp. 67-68
4.3 Other Enabling Strategies

AI summary Section 4.3 discusses 'Other Enabling Strategies' in the context of Nova Scotia's energy regulatory proceedings. It references various programs, organizations, and acronyms related to electricity efficiency, demand-side management, and regulatory frameworks, including Nova Scotia Power Incorporated and the Nova Scotia Utility and Review Board.

4.3.1 Property-Assessed Clean Energy (PACE) Financing p. p. 68
4.3.1 Property-Assessed Clean Energy (PACE) Financing ENS recognizes a lack of upfront capital can be a barrier to customers adopting energy efficiency measures. For this reason, financing DSM activities is a complementary incentive struct...

AI summary ENS acknowledges upfront capital barriers to energy efficiency and supports financing DSM activities as complementary incentives. Despite historically low participation rates in financing programs (median <0.5% in 2011), ENS continues to enable PACE programs via municipal partnerships, allowing tax-based repayment for energy upgrades. ENS's role is facilitative, not direct service provision, with PACE participants eligible for ENS programs.

4.3.4 Regulatory Affairs p. pp. 69-70
4.3.4 Regulatory Affairs As approved in the 2015 DSM Resource Plan, Regulatory Affairs initiatives outside of specific research conducted for DSM Resource Plans or Potential Studies are categorized as Enabling Strategies. As with other Ena...

AI summary Regulatory Affairs initiatives, categorized as Enabling Strategies under the 2015 DSM Resource Plan, are essential for future energy savings. These include UARB costs, DSM Advisory Group work, stakeholder consultations, and legal efforts. Approvals for these activities are necessary to maintain ongoing energy savings.

63307Board Order 27 passages
IN THE MATTER OF THE PUBLIC UTILITIES ACT p. p. 3
IN THE MATTER OF THE PUBLIC UTILITIES ACT - and - IN THE MATTER OF AN APPLICATION for Approval of a Supply Agreement for electricity efficiency and conservation activities between EfficiencyOne and Nova Scotia Power Incorporated, the estab...

AI summary The Nova Scotia Utility and Review Board considered an application by EfficiencyOne and Nova Scotia Power Incorporated for approval of a supply agreement, final agreement establishment, and a 2016-2018 Demand Side Management Resource Plan. Intervenors included consumer advocates, industry groups, and environmental organizations. A public hearing was held, and a decision was issued on August 12, 2015.

IT IS HEREBY ORDERED that: p. p. 3
IT IS HEREBY ORDERED that: - 1. The Board approves a DSM Plan for 2016-2018 in the aggregate amount of $102,150,000 with a target of total cumulative energy savings of 405.9 GWh and demand savings of 62.5 MW. Approved spending is $33,210,0...

AI summary The Board approves a DSM Plan for 2016-2018 with a budget of $102.15 million and sets targets for energy and demand savings. It also approves a supply agreement, consensus agreement, and various filing requirements. The TRC test is maintained, and E1 is directed to explore alternate DSM budget scenarios and improve incentive determination processes.

Preamble p. pp. 26-44
1 The term "Balance Adjustment" refers to the 2014 surplus of DSM funds in the amount of $8,518,030 that is to be returned by EfficiencyOne in accordance with the UARB-approved cost-allocation methodology. The return of the Balance Adjustm...

AI summary The document discusses the 'Balance Adjustment' of $8,518,030, which is a surplus from the 2014 DSM funds to be returned by EfficiencyOne. This adjustment reduces the 2016 portion of the Contract Price paid by NSPI to EfficiencyOne, limiting the 2016 payment to $24,691,970 and the total payment over the Term to $93,631,970.

Schedule E p. p. 36
Schedule E EECA Plan (2016-2018 DSM Resource Plan) This page has been intentionally left blank

AI summary Schedule E references the EECA's 2016-2018 Demand Side Management (DSM) Resource Plan. The page is intentionally left blank, indicating no further details or content provided in this section of the regulatory proceeding document.

This Plan has been modified to comply with the Utility and Review Board (UARB)'s August 12, 2015 Decision, which set annual DSM investment amounts of $33.21 million, p. p. 44
This Plan has been modified to comply with the Utility and Review Board (UARB)'s August 12, 2015 Decision, which set annual DSM investment amounts of $33.21 million, 1 million million $34.02 and $34.92 for 2016, 2017, and 2018 respectively...

AI summary This document outlines modifications to a DSM Plan to comply with the UARB's August 12, 2015 Decision, which set annual investment amounts of $33.21 million for 2016, $34.02 million for 2017, and $34.92 million for 2018. It describes ENS's proposed programs and strategies for achieving energy and demand savings targets.

4 Figure 1.2 - 2016 DSM Resource Plan Investment and Savings p. p. 44
4 Figure 1.2 - 2016 DSM Resource Plan Investment and Savings 2016 Investment ($ million) Lifetime Benefits ($ million)" Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total...

AI summary Figure 1.2 outlines the 2016 DSM Resource Plan investment and savings, including program investments, lifetime benefits, and energy and demand savings. The data shows various residential and business programs, their associated investments, and their impact on energy efficiency and cost savings.

Section 100 p. p. 44
a Lifetime benefits are expressed as the net present value of the avoided costs, including energy and capacity, over the life ofthe program measures. b TRC is a benefit/cost ratio comparing lifetime benefits to the sum ofENS's and particip...

AI summary The text discusses the calculation of lifetime benefits using net present value and introduces TRC and PAC as benefit/cost ratios. It references ENS's planned participation by low-income customers based on a 2015 DSM Resource Settlement Agreement.

Figure 1.3 - 2017 DSM Resource Plan Investment and Savings p. p. 44
Figure 1.3 - 2017 DSM Resource Plan Investment and Savings 2017 Investment ($ million) Lifetime Benefits ($ million)8 Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total Re...

AI summary Figure 1.3 presents the 2017 DSM Resource Plan Investment and Savings, outlining investments, lifetime benefits, and energy and demand savings for various residential and business programs. The table includes program-specific data such as investment amounts, benefits, and cost tests.

Section 102 p. p. 44
a Lifetime benefits are expressed as the net present value of the avoided costs, including energy and capacity, over the life ofthe program measures. b TRC is a benefit/cost ratio comparing lifetime benefits to the sum ofENS's and particip...

AI summary The text discusses metrics used to evaluate the benefits of energy efficiency programs, including net present value of avoided costs, benefit/cost ratios (TRC and PAC), and references a 2015 DSM Resource Settlement Agreement regarding low-income customer participation.

Figure 1.4 - 2018 DSM Resource Plan Savings and Investment p. p. 44
Figure 1.4 - 2018 DSM Resource Plan Savings and Investment 2018 Investment ($ million) Lifetime Benefits ($ million)" Incremental Annual Net Energy Savings at Generator (GWh) Incremental Annual Net Demand Savings at Generator (MW) Total Re...

AI summary Figure 1.4 presents the 2018 DSM Resource Plan Savings and Investment, detailing investment amounts, lifetime benefits, energy and demand savings, and cost tests for various programs. The data includes residential and non-residential programs and their respective financial and efficiency metrics.

1.2 Programs and Services Overview p. p. 44
1.2 Programs and Services Overview 5 6 7 4 The 2016-2018 Residential and Business, Non-profit and Institutional (BNI) programs are expected to include ongoing gradual evolution in order to address the following objectives: • 8 9 10 - Respo...

AI summary The 2016-2018 programs aim to evolve residential and BNI initiatives by addressing market changes, incorporating research, and ensuring access across sectors. Efficiency Nova Scotia (ENS) plans Programs 2.0 to improve customer experience through streamlined services, IT enhancements, and flexible incentives, with rollout in 2016. The 2015 DSM Resource Settlement Agreement influences low-income participation. Objectives include stability, sector investment balance, and expanded energy efficiency offerings.

2.2.1. Low-Income Initiatives p. p. 44
2.2.1. Low-Income Initiatives 15 16 17 18 19 Beginning in 2015, NS Power shareholders are committing up to $37 million dollars over 10 years to support the HomeWarming program. The program, in partnership with the Clean Foundation, will of...

AI summary NS Power is committing up to $37 million over 10 years to support the HomeWarming program, which provides free energy efficiency improvements to low-income homeowners heating with electricity. ENS is also researching low-income rental accommodations with electric heating and collaborating on building-envelope initiatives for multi-unit residential buildings.

2.4 Update on Energy Saving Actions p. p. 44
2.4 Update on Energy Saving Actions 1 2 3 4 5 6 7 8 9 Efficiency Nova Scotia's 2016-2018 DSM Resource Plan does not include a target or investment for Energy Saving Actions. ENS piloted the Home Energy Report in 2013, and it will continue...

AI summary Efficiency Nova Scotia's 2016-2018 DSM plan lacks energy-saving action targets. The Home Energy Report pilot, successful in energy savings, will end by early 2016 due to affordability concerns, leading to reduced DSM investment. ENS plans to explore alternative strategies while emphasizing the importance of behavior-based energy efficiency.

3. BUSINESS, NON-PROFIT AND INSTITUTIONAL (BNI) PROGRAMS AND SERVICES p. p. 44
3. BUSINESS, NON-PROFIT AND INSTITUTIONAL (BNI) PROGRAMS AND SERVICES 2 3 4 5 6 7 8 9 10 1 Efficiency Nova Scotia's Business, Non-Profit and Institutional (BNI) programs are designed to provide customers with easy access to energy efficien...

AI summary Efficiency Nova Scotia's Business, Non-Profit and Institutional (BNI) programs aim to provide energy efficiency solutions through technical and financial support. The programs are being adapted to improve customer experience and increase energy savings, with a focus on a simplified, one-window approach. Key services include Efficient Product Rebates, Custom Incentives, and Direct Installation.

3.2 Custom Incentives p. p. 44
3.2 Custom Incentives 1 2 3 4 5 6 The Custom Incentives program provides financial incentives to help commercial, industrial, not-for-profit and institutional customers reduce their electrical energy consumption and peak demand. Incentives...

AI summary The Custom Incentives program offers financial support to commercial, industrial, and institutional customers in Nova Scotia to reduce energy consumption and peak demand through energy audits and technical upgrades. It accommodates diverse needs, supports engineering studies, and includes measures like efficiency upgrades for compressed air systems and feasibility studies for cogeneration projects, excluding those under the COMFIT program.

30 p. p. 44
30 1 will through Custom Efficient Rebates incentives the Incentives and Products programs 2 New be for measures but by available that qualify that are not supported the 3 Construction Program. 4 5 market The Custom Incentives program will...

AI summary The document outlines the continuation of the Custom Incentives program, which provides tailored offerings for specific market segments and targeted uses, including retro-commissioning, compressed air optimization, energy management systems, strategic energy management, onsite energy manager services, and employee engagement.

- Educating customers on ways to conserve energy, reduce peak demand, achieve cost-effective energy savings and lower their electric utility bills; p. p. 44
- Educating customers on ways to conserve energy, reduce peak demand, achieve cost-effective energy savings and lower their electric utility bills; 1 • of of DSM awareness the value participating in Increasing public 2 programs; 3 • of soc...

AI summary The text outlines strategies for educating customers on energy conservation, reducing peak demand, and achieving cost-effective energy savings. It highlights methods such as increasing public awareness of DSM programs, using social media and electronic newsletters, and building the Green Schools program to foster an energy-efficient culture.

Section 131 p. p. 44
- Examining motivations and barriers to participation; - Examining trends and preferences in energy consumption behaviour; include: • 25 26 27

AI summary The text outlines the examination of motivations and barriers to participation, as well as trends and preferences in energy consumption behaviour. It includes numbered items, though the content is limited and lacks detailed discussion.

28 p. p. 44
28 1 • Researching opportunities from otherjurisdictions; 2 of • Researching new measures, which demand-response and/or demand-control 3 be measures are expected to included; 4 of • from Piloting new programs and changes to existing progra...

AI summary The text discusses research into new demand-response and demand-control measures, piloting new programs, and enhancing customer experience through improved information management systems. It also mentions the development of DSM (Demand-Side Management) systems and the need for better customer interaction and marketing strategies.

4.3.1 Property-Assessed Clean Energy (PACE) Financing p. p. 44
4.3.1 Property-Assessed Clean Energy (PACE) Financing 8 9 10 ENS recognizes a lack of upfront capital can be a barrier to customers adopting energy efficiency measures. For this reason, financing DSM activities is a complementary incentive...

AI summary ENS acknowledges upfront capital barriers to energy efficiency and supports financing DSM activities as a complement to rebates. Despite historically low participation in financing programs (median <0.5% in 2011), ENS continues supporting PACE programs administered by municipalities, acting as an Enabling Strategy rather than a direct service provider.

SCHEDULE B Consensus Agreement p. p. 73
SCHEDULE B Consensus Agreement WEPUBUC UTILITIESACT An application by EfficiencyOneforApproval ofaSupply Agreementfor Electricity Efficiency and Conservation Activities between EfficiencyOne and Nova Scotia PowerInc., the establishment ofo...

AI summary EfficiencyOne and Nova Scotia Power Inc. (NSPI) seek approval for a Supply Agreement and the 2016-2018 Demand Side Management (DSM) Resource Plan. The Consensus Agreement outlines terms approved by the Nova Scotia Utility and Review Board (UARB), with parties reserving the right to amend positions based on further evidence. Key stakeholders include the Consumer Advocate, Small Business Advocate, and Ecology Action Centre.

1) ESTABLISHMENT OF A STANDARDIZED FILING FOR FUTURE APPLICATIONS TO APPROVE A DSM SUPPLY AGREEMENT p. p. 73
1) ESTABLISHMENT OF A STANDARDIZED FILING FOR FUTURE APPLICATIONS TO APPROVE A DSM SUPPLY AGREEMENT - a) The Parties agree to the establishment of a standardized filing for future applications, the substance of which will be vetted through...

AI summary Parties agree to establish a standardized filing for future DSM supply agreements, including energy savings metrics, cost-effectiveness analysis, and rate impact details. The DSM Advisory Group will vet the template, modeled on Efficiency Maine. EffidencyOne may add relevant information and provide technical data in its filings.

3) PERFORMANCE TARGETS, INDICATORS AND THRESHOLDS p. p. 73
3) PERFORMANCE TARGETS, INDICATORS AND THRESHOLDS - a) The parties agree to the following Performance Targets and Performance Indicators: - i) Performance Targets are set over the three-year contract period, rather than annually. - ii) Eff...

AI summary Parties agree to three-year performance targets (cumulative energy and peak demand savings) with 90% achievement thresholds. Non-compliance triggers regulatory review. Indicators include annual savings, lifetime benefits, and customer satisfaction. EffidencyOne must report by rate class and analyze rate impacts from 2016-2018 programs, including low-income participation via census data.

4) COST ALLOCATION p. p. 73
4) COST ALLOCATION 1111 - a) The Parties agree to collaboratively work to develop new DSM cost allocation and DSM cost recovery models to be submitted by October 31, 2015 for approval or Decision by the Board, or within a reasonable period...

AI summary Parties agree to collaboratively develop DSM cost allocation and recovery models by October 31, 2015, covering 2015, 2016-2018, a 2014 rate-smoothing adjustment, and mid-course adjustments. The agreement clarifies that Nova Scotia Power retains discretion to apply to the UARB regarding DSM cost accounting and recovery.

5) EVALUATION AND REPORTING p. p. 73
5) EVALUATION AND REPORTING - Advisory in 2016 for discussion. - b) EffidencyOne will explore methodologies of demand savings evaluations with its evaluator. - c) EffidencyOne agrees to provide a full report on its 2016-2018 Performance Re...

AI summary EfficiencyOne must report on 2016-2018 performance, explain substantial changes (≥25% variance), avoid rate-class impacts via cost allocation, and provide advance notice for mid-course adjustments. The Board may revise report contents based on DSM Advisory Group discussions. EfficiencyOne claims inability to notify for third-party evaluation adjustments.

6) RATE AND BILL IMPACT ANALYSIS p. p. 73
6) RATE AND BILL IMPACT ANALYSIS - a) As with prior filings of its rate and bill impact analysis, EffidencyOne agrees to develop, in consultation with the DSM Advisory Group, assumptions to its rate and bill impact analysis. This will incl...

AI summary EffidencyOne agrees to collaborate with the DSM Advisory Group to develop assumptions for rate and bill impact analysis, including fixed costs contributions, and to file historical analyses annually by October 31.

7) Resolution Process p. p. 73
7) Resolution Process a) if consensus is not achieved on any of the above items to be addressed within the DSM Advisory Group, such items will be presented to the UARB for determination not later than June 30th, 2016.

AI summary If the DSM Advisory Group fails to reach consensus on items by June 30, 2016, those items will be submitted to the UARB for determination.

63791Grant Thornton Report - Financing Demand Side Management 33 passages
Preamble p. pp. 0-11
Financing Demand Side Management EfficiencyOne November 2015 November 8, 2015 Mr. Stephen MacDonald, CPA, CA, Chief Executive Officer EfficiencyOne 230 Brownlow Avenue, Suite 300 Dartmouth, NS B3B 0G5 Dear Mr. MacDonald: Grant Thornton LLP...

AI summary A letter dated November 8, 2015, from Grant Thornton LLP to EfficiencyOne's CEO, Stephen MacDonald, addresses financing related to demand side management. The document outlines a regulatory proceeding context involving EfficiencyOne and Grant Thornton LLP, focusing on program financing and management.

Potential financing alternatives and cost p. p. 5
mmitments associated with EfficiencyOne's debt service obligations in the event the - franchise agreement is revoked with EfficiencyOne or the future period's DSM Plans are not - approved by the UARB.

AI summary The text outlines potential financial risks related to EfficiencyOne's debt service obligations if the franchise agreement is revoked or future Demand Side Management (DSM) Plans are not approved by the UARB.

Section 16 p. p. 9
- October 1, 2010 – December 31, 2014 - The responsibility and accountability for DSM administration was transferred from NSPI to ENSC - effective October 1, 2010. ENSC was an independent non-profit company that received funding both - fro...

AI summary The responsibility for DSM administration was transferred from NSPI to ENSC in 2010. ENSC was funded by ratepayers and the Nova Scotia government. In 2015, ENSC ceased to provide DSM, and the Efficiency Nova Scotia franchise was created and awarded to a new provider for a 9-year term from 2016 to 2024.

Section 18 p. p. 9
ivities that are reasonably available in an effort to reduce costs for its customers. Public Utilities Act, section 79A to 79V, and Electricity Efficiency and Conservation Restructuring (2014) Act.

AI summary Nova Scotia Power Inc. (NSPI) is implementing demand-side management (DSM) initiatives to reduce customer costs through available efficiency activities. The proceeding references the Public Utilities Act (sections 79A-79V) and the Electricity Efficiency and Conservation Restructuring (2014) Act as legal frameworks governing these efforts.

Section 19 p. p. 9
- As the franchise holder, EfficiencyOne is considered to be a public utility in relation to these activities. - The supply of electricity efficiency and conservation activities will be administered by the Efficiency Nova Scotia franchise...

AI summary EfficiencyOne, as the franchise holder, administers electricity efficiency and conservation services with NSPI under a UARB-approved contract. The 2015 transition year had a $35M spending cap plus ENSC over-recovery. Amortization for 2015 costs was 8 years, but 2016+ periods remain undetermined. UARB sets performance requirements, and EfficiencyOne bears financial risks for DSM programs.

Section 20 p. pp. 9-11
and NSPI have reached agreement on certain elements of the Supply Agreement. - EfficiencyOne, as the franchise holder, assumes all financial risk associated with the delivery of DSM in Nova Scotia. That is, EfficiencyOne is solely responsi...

AI summary EfficiencyOne has agreed with NSPI on the Supply Agreement, assuming full financial responsibility for delivering DSM in Nova Scotia. If the franchise agreement is terminated or not renewed, all assets and liabilities would transfer to the new franchise holder.

Summary of NSPI's proposed DSM plan 2016-2018[3](#page-11-3) p. p. 11
Summary of NSPI's proposed DSM plan 2016-2018[3](#page-11-3) - NSPI recommends a DSM plan with a spending level of approximately $22 million per year or $66 - million over the three year period. NSPI also made, among others, the following...

AI summary NSPI proposes a DSM plan with a spending level of approximately $22 million per year over three years. It requests annual allocation of the contract price, deferral of cost allocation decisions, rejection of a reserve fund and a change in cost effectiveness testing methodology, and the establishment of a standardized filing for future DSM applications.

Summary of Quantum Agreement[4](#page-12-2) p. pp. 11-12
Summary of Quantum Agreement[4](#page-12-2) - On June 16, 2015, EfficiencyOne entered into an agreement ("Quantum Agreement") with the - Consumer Advocate, Small Business Advocate, Affordable Energy Coalition, and Ecology Action - Centre....

AI summary EfficiencyOne agreed with advocacy groups to reduce DSM investment from $121.5M to $113.5M (2016-2018), set energy/demand savings targets (405.9 GWh, 62.5 MW), and commit to consensus on cost-effectiveness screening methodology for future DSM plans.

Summary of Consensus Agreement[5](#page-12-3) p. pp. 12-13
Summary of Consensus Agreement[5](#page-12-3) - On June 16, 2015, EfficiencyOne entered into an agreement ("Consensus Agreement") with Nova - Scotia Power Incorporated, Consumer Advocate, Small Business Advocate, Industrial Group, - Afford...

AI summary The Consensus Agreement (June 16, 2015) between EfficiencyOne, Nova Scotia Power Inc., and stakeholders establishes standardized filings, expedited recovery of funds for extraordinary circumstances, surplus returns to NSPI, multi-year performance targets, and collaboration on DSM cost models. UARB approval is required for key provisions.

Efficiency Nova Scotia programs – summary overview p. pp. 13-14
Efficiency Nova Scotia programs – summary overview - EfficiencyOne operates Canada's first electricity efficiency utility as the franchise holder of Efficiency - Nova Scotia. Efficiency Nova Scotia provides the following DSM services[7](#p...

AI summary EfficiencyOne operates Canada's first electricity efficiency utility as the franchise holder for Nova Scotia. Efficiency Nova Scotia provides Demand Side Management (DSM) services, as referenced in the document.

Business, non-profit and institutional programs p. p. 14
Business, non-profit and institutional programs - Efficient Product Rebates consists of both mail-in and point-of-purchase incentives. The Efficient Product Rebates program provides financial incentives through prescriptive rebates on a wi...

AI summary The document describes two key programs under business, non-profit, and institutional initiatives: Efficient Product Rebates and Custom Incentives. The Efficient Product Rebates program offers financial incentives for energy-efficient products, while the Custom Incentives program supports energy audits and technical changes in existing or new facilities to reduce energy consumption and peak demand.

Evidence of EfficiencyOne 2016-2018 DSM Plan, filed February 27, 2015 with the Nova Scotia Utility and Review Board. p. pp. 14-15
Evidence of EfficiencyOne 2016-2018 DSM Plan, filed February 27, 2015 with the Nova Scotia Utility and Review Board. 334 • consists of the Business Energy Solutions and the Rental Properties and Condos Direct Installation – 335 Common Area...

AI summary The document outlines the Direct Installation program under the EfficiencyOne 2016-2018 DSM Plan, which helps small-to-medium businesses reduce energy consumption through no-charge assessments and turnkey solutions. The program is delivered by contracted agents and offers financing options for customers.

Financing structures – comparable entities p. pp. 15-16
Financing structures – comparable entities 348 349 We performed an industry scan to determine financing structures currently utilized by comparable entities (i.e., other independent energy efficiency entities) across Canada and the United...

AI summary The document discusses an industry scan of financing structures used by comparable energy efficiency entities in Canada and the United States, noting that no third-party debt was found in the identified organizations. EfficiencyOne in Canada and Energy Trust of Oregon, Inc., among others, are highlighted as examples of independent entities managing energy efficiency programs.

Report on 2013 Energy Efficiency Utility Program Revenues and Expenditures, by the Vermont Public Service Board, dated January 22, 2015. p. pp. 16-17
Report on 2013 Energy Efficiency Utility Program Revenues and Expenditures, by the Vermont Public Service Board, dated January 22, 2015. 371 372 373 374 375 The Vermont Public Service Board appoints energy efficiency utilities to deliver e...

AI summary The document discusses the structure and funding of energy efficiency programs in Vermont and the District of Columbia. It outlines the roles of the Vermont Public Service Board, the Vermont Department of Public Service, and the Sustainable Energy Trust Fund (SETF) in managing energy efficiency initiatives. The report also mentions the absence of external financial statements for SETF.

Section 38 p. pp. 17-18
- Engineering, LLC, to administer Hawaii Energy. Hawaii Energy is a public benefits fund financed by a - surcharge on utility bills. The surcharge is based on a percentage of total utility revenue and funds a - number of clean energy incen...

AI summary The document discusses Hawaii Energy and Focus on Energy, both public benefits funds supporting clean energy programs. Hawaii Energy is funded by a surcharge on utility bills, while Focus on Energy is supported by Wisconsin utilities. However, external financial statements for both programs could not be located.

513 The main advantages and disadvantages of each are further summarized below: p. pp. 20-22
513 The main advantages and disadvantages of each are further summarized below: Term loan Revolving funding Advantages Lower (or no) stand-by fees Lower arrangement and Reduced refinancing risk - upfront approval for entire 3 year DSM Plan...

AI summary This section compares the advantages and disadvantages of term loans and revolving funding, focusing on fees and risks associated with each. It highlights factors such as stand-by fees, arrangement fees, refinancing risks, and the impact of the DSM Plan on these financial instruments.

522 Summary of key observations p. p. 22
- rating and demonstrated capacity to fund the annual required payments to EfficiencyOne should an external debt structure be pursued. - Key risk areas identified by the lending community included (i) the risk of investment overspending by...

AI summary The text outlines risks identified by lenders regarding EfficiencyOne's DSM Plan, including overspending, unmet energy efficiency targets, and NSPI's potential non-payment. Concerns include acrimonious negotiations between EfficiencyOne and NSPI, challenges in securing full financing, and reliance on UARB oversight for future DSM Plan approvals.

Proposed financing process and timeline p. pp. 26-27
Proposed financing process and timeline 608 609 financing. We propose the following next steps and associated timeline in support of securing long term 647 information or data contained in this Report. 648 We certify that we have no active...

AI summary The document outlines a proposed financing process and timeline, referencing legal acts, efficiency plans, and agreements related to energy efficiency in Nova Scotia. It includes certifications, appendices, and evidence submitted to the Nova Scotia Utility and Review Board.

EfficiencyOne - potential lenders listing p. p. 30
EfficiencyOne - potential lenders listing Pension funds Short description Stonebridge Merchant Capital (as an agent) StoneBridge Merchant Capital Corp. is a private equity firm specializing in growth capital, strategic acquisitions or expa...

AI summary The document outlines potential lenders for EfficiencyOne, including Stonebridge Merchant Capital, a private equity firm specializing in growth capital and strategic acquisitions, and domestic and international banks. The focus is on identifying financial institutions that may provide funding for the initiative.

Introduction p. p. 34
Introduction EfficiencyOne ("E1" or the "Organization") has requested that Grant Thornton identify the following in regards to Financing Demand Side Management ("DSM") investments: Estimate the cost of financing investments in electricity...

AI summary EfficiencyOne requests Grant Thornton to estimate the cost of financing Demand Side Management (DSM) investments, backed by payments from Nova Scotia Power (NSPI) under a UARB-approved multi-year supply contract.

DSM in Nova Scotia – summary overview p. p. 34
DSM in Nova Scotia – summary overview

AI summary The document provides a summary overview of Demand Side Management (DSM) in Nova Scotia, involving entities such as Nova Scotia Power Inc. (NSPI), the Nova Scotia Utility and Review Board (UARB), and Efficiency Nova Scotia Corporation (ENSC). It references programs like the Vermont Energy Efficiency Utility Fund (VEEF) and the Sustainable Energy Trust Fund (SETF), alongside other regulatory bodies and organizations.

October 1, 2010 – December 31, 2014 p. p. 34
October 1, 2010 – December 31, 2014 The responsibility and accountability for DSM administration was transferred from NSPI to Efficiency Nova Scotia Corporation ("ENSC") effective October 1, 2010. ENSC was an independent non-profit company...

AI summary Responsibility for DSM administration shifted from NSPI to ENSC in 2010. ENSC, a non-profit, funded electricity programs via ratepayer DSM Cost Recovery Rider and non-electricity programs through government funding. UARB determined efficiency targets and funding levels for electricity programs.

January 1, 2015 and onwards p. p. 34
Supply Agreement. In support of their respective applications, both E1 and NSPI filed evidence with the UARB. To the extent possible, E1 and NSPI have reached agreement on certain elements of the Supply Agreement. - E1, as the franchise ho...

AI summary The document outlines a Supply Agreement between E1 and NSPI, with E1 assuming full financial risk for DSM delivery in Nova Scotia. E1's obligations include meeting UARB-approved energy savings targets without seeking additional funds from NSPI, relying on internal controls and potential UARB funding for extraordinary events. Termination or non-renewal of E1's franchise would transfer all assets/liabilities to a new holder.

Summary of E1's proposed DSM plan 2016-2018 2 p. p. 34
Summary of E1's proposed DSM plan 2016-2018 2 E1's proposed plan calls for an investment of $121.5 million over a three year period – specifically, $38.5 million in 2016; $40.3 million in 2017; and $42.6 million in 2018. As well, E1 is pro...

AI summary E1's proposed DSM plan for 2016-2018 includes a three-year investment of $121.5 million, with regular reporting to the UARB and DSM Advisory Group. E1 is requesting a reserve fund to cover financial risks and a change in cost-effectiveness testing methodology from TRC to PAC.

Summary of NSPI's proposed DSM plan 2016-2018 3 p. p. 34
Summary of NSPI's proposed DSM plan 2016-2018 3 NSPI recommends a DSM plan with a spending level of approximately $22 million per year or $66 million over the three year period. NSPI also made, among others, the following requests: - The c...

AI summary NSPI proposed a DSM plan with a spending level of approximately $22 million annually over three years. Key requests included annual allocation of contract prices, deferring cost allocation decisions, rejecting a reserve fund and a change in cost effectiveness methodology, and establishing standardized filings for future DSM applications.

Summary of Quantum Agreement 4 p. p. 34
Summary of Quantum Agreement 4 On June 16, 2015, E1 entered into an agreement ("Quantum Agreement") with the Consumer Advocate, Small Business Advocate, Affordable Energy Coalition, and Ecology Action Centre. Some of the highlights are as...

AI summary In June 2015, E1 entered into a Quantum Agreement with several stakeholders, including the Consumer Advocate and Ecology Action Centre, to reduce investment in DSM activities from $121.5 million to $113.5 million over 2016-2018. The agreement outlines energy and demand savings targets and a commitment to develop a cost-effectiveness screening test methodology for future DSM plans.

Summary of Consensus Agreement 5 p. p. 34
Summary of Consensus Agreement 5 On June 16, 2015, E1 entered into an agreement ("Consensus Agreement") with Nova Scotia Power Incorporated, Consumer Advocate, Small Business Advocate, Industrial Group, Affordable Energy Coalition, and Eco...

AI summary On June 16, 2015, EfficiencyOne (E1) and Nova Scotia Power Inc. (NSPI) entered a Consensus Agreement with stakeholders, establishing standardized DSM filings, performance targets, and collaborative cost model development. The agreement allows E1 to seek expedited UARB approval for unforeseen costs if mitigated, with surplus funds returned to NSPI. UARB's approval of both the Quantum and Consensus Agreements is pending, focusing on DSM investment levels and terms.

Efficiency Nova Scotia programs – summary overview p. p. 34
Efficiency Nova Scotia programs – summary overview E1 operates Canada's first electricity efficiency utility as the franchise holder of Efficiency Nova Scotia. Efficiency Nova Scotia provides the following DSM services6:

AI summary E1 operates Canada's first electricity efficiency utility as Efficiency Nova Scotia's franchise holder, delivering Demand Side Management (DSM) services. The overview outlines key programs and services provided by Efficiency Nova Scotia Corporation (ENSC) under its regulatory mandate.

Business, non-profit and institutional programs p. p. 34
Business, non-profit and institutional programs - Efficient Product Rebates consists of both mail-in and point-of-purchase incentives. The Efficient Product Rebates program provides financial incentives through prescriptive rebates on a wi...

AI summary The document outlines three programs under Business, non-profit, and institutional energy efficiency initiatives: Efficient Product Rebates (mail-in and point-of-purchase incentives), Custom Incentives (retrofit and construction programs), and Direct Installation (turnkey solutions for businesses). A footnote references EfficiencyOne's 2016-2018 DSM Plan filed with the Nova Scotia Utility and Review Board (UARB).

Financing structures - comparable entities p. p. 34
Financing structures - comparable entities We performed an industry scan to determine financing structures currently being utilized by comparable entities (i.e., other independent energy efficiency entities) across Canada and the United St...

AI summary The analysis examines financing structures of energy efficiency entities in Canada and the U.S. E1 is Canada's sole independent electricity efficiency utility, while Manitoba considers adopting a similar model. In the U.S., states like Oregon and Vermont use third-party DSM programs, but none have comparable financing structures with third-party debt.

DSM Fund projected results – (2016 – 2018) p. p. 34
DSM Fund projected results – (2016 – 2018) E1 management has prepared projections for E1's Demand Side Management Fund (current state) for the fiscal years ending December 31, 2016 - 2018. The main assumptions underlying these projections...

AI summary E1 has prepared projections for its Demand Side Management Fund for the years 2016 to 2018. The projections assume annual funding per the Quantum Agreement and that E1 will fully spend the allocated amounts each year.

EfficiencyOne Statement of Operations and Changes in Fund Balance - Demand Side Management Fund For 2016, 2017 & 2018 p. p. 34
EfficiencyOne Statement of Operations and Changes in Fund Balance - Demand Side Management Fund For 2016, 2017 & 2018 Estimates Only. 2016 2017 2018 Revenue 36,900,000 37,800,000 38,800,000 Expenses Direct Costs Incentives 25,547,000 26,18...

AI summary The document presents the financial operations and fund balance changes for the EfficiencyOne Demand Side Management Fund from 2016 to 2018. It outlines revenue, direct costs, and other program and administrative expenses over the three-year period, with projected figures provided for each year.

Statement of Financial Position - Demand Side Management Fund For 2016, 2017 & 2018 p. p. 34
Statement of Financial Position - Demand Side Management Fund For 2016, 2017 & 2018 Estimates Only. 2016 2017 2018 Assets Cash 3,075,000 3,150,000 3,233,000 Liabilities Accounts Payable & Accrued Liabilities (approx. 1 month of expense) 3,...

AI summary The Statement of Financial Position for the Demand Side Management Fund for the years 2016, 2017, and 2018 shows cash balances and liabilities for each year. The cash and liabilities remain consistent across the years, with no fund balance reported.

63792E1 Covering Letter from E1 (Gogan) 3 passages
Section 1 p. p. 0
James R. Gogan Direct Dial: (902) 563-5920 E-Mail: [email protected] File No. 41736-18 November 13, 2015 Nova Scotia Utility & Review Board PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 Attention: Doreen Friis, Regulatory Affairs...

AI summary EfficiencyOne submitted a Grant Thornton report on financing Demand Side Management (DSM) to the Nova Scotia Utility and Review Board. The Board had previously raised concerns about DSM financing during hearings, including impacts of commercial lending and deferral costs. The Board directed EfficiencyOne to explore cost-effective financing options outside NSPI's rate base following stakeholder input.

Section 2 p. p. 0
ember 13, 2015 In its decision in this matter, the Board recognized the concerns raised by various stakeholders and directed EfficiencyOne to explore more cost effective avenues to finance deferrals: [91] The DOE raised the issue of deferr...

AI summary The Board directed EfficiencyOne to explore cheaper financing options for DSM deferrals, noting the high cost of NSPI's rate base (7.78%) compared to bank financing (3%). EfficiencyOne engaged Grant Thornton to research financing methods, with results due by November 16, 2015. The Board emphasized the need for cost-effective solutions, while EfficiencyOne highlighted potential external financing with NS Power's backstopping.

Section 3 p. p. 0
terest rate with the possibility of a lower upfront cost. The timing of financing 2015 DSM activities may be completed as early as the end of Q1 2016, dependent on the timing of the Board's directive. In summary, this report indicates that...

AI summary The text discusses financing options for 2015 and 2016-2018 Demand Side Management (DSM) investments, contingent on Board approval and coordination with NS Power. EfficiencyOne seeks further direction from the Board on commercial terms for external financing.

64047Board letter re Financing DSM Grant Thornton Report 1 passage
M06733 - EfficiencyOne - Financing DSM Grant Thornton Report (E-ENSC-R-15) p. p. 0
M06733 - EfficiencyOne - Financing DSM Grant Thornton Report (E-ENSC-R-15) This is further to the Board's letter of November 23, 2015. Mr. Outhouse advises that he has consulted with you and with NSPI. The Board now understands that Effici...

AI summary The Board acknowledges that EfficiencyOne is pursuing a more modest financing proposal equivalent to the current DSM deferral, rather than the $102 million mentioned in the Grant Thornton report, following consultations with NSPI and Board Counsel S. Bruce Outhouse.

64860Letter from EfficiencyOne re an update of efforts 1 passage
Section 1 p. p. 0
James R. Gogan Direct Dial: (902) 563-5920 E-Mail: [email protected] File No. 41736-28 February 16, 2016 Nova Scotia Utility and Review Board PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 Attention: Doreen Friis, Regulatory Affai...

AI summary This document provides an update to the Nova Scotia Utility and Review Board regarding EfficiencyOne's efforts to secure long-term financing for its 2015 electricity efficiency and conservation activities. Grant Thornton has been engaged to assist with this process, and drafts of the 2015 Supply Agreement between EfficiencyOne and NSPI have been exchanged, though the agreement has not yet been executed.

64861Grant Thornton Summary Update 1 passage
Section 1 p. p. 0
PRIVATE AND CONFIDENTIAL EfficiencyOne 230 Brownlow Avenue, Suite 300 Dartmouth, NS B3B 0G5 Attention: Stephen MacDonald, CPA, CA Chief Executive Officer February 12, 2016 Re: Financing 2015 Demand Side Management Dear Mr. MacDonald: Pleas...

AI summary EfficiencyOne seeks $35 million in eight-year amortized financing for 2015 demand-side management (DSM) activities, secured through Nova Scotia Power Inc. (NSPI). A financing package was submitted to seven lenders, with non-binding interest rate offers ranging from 2.19% to 2.73% as of February 11, 2016, subject to market conditions and pending conditions precedent.

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 →