E-1Consensus Agreement
48 passages
M06733 JUNE 30, 2016 CONSENSUS AGREEMENT IN THE MATTER OF: THE PUBLIC UTILITIES ACT, RSNS 1989, c. 380 AND IN THE MATTER OF: THE ORDER OF THE NOVA SCOTIA UTILITY AND REVIEW BOARD IN MATTER M06733 DIRECTING THE PARTIES TO PURSUE RESOLUTION...
AI summary This document outlines a consensus agreement in a Nova Scotia regulatory proceeding under the Public Utilities Act. EfficiencyOne and NS Power sought approval for a supply agreement, with unresolved issues deferred to the DSM Advisory Group. The Board approved the consensus agreement but rejected the quantum agreement, requiring unresolved matters to be resolved by June 30, 2016.
THE PARTIES HERETO AGREE AS FOLLOWS: - 1. Subject to Item 2 below, The Parties agree that the items enumerated in Schedule "A" are in response to the Order of the Nova Scotia Utility and Review Board, and the Consensus Agreement and non-fi...
AI summary The parties agree to the items in Schedule 'A' in response to the Nova Scotia Utility and Review Board's order and the Consensus Agreement in Matter M06733. The agreement does not prejudice the pending Small Business Energy Study, and adjustments may be made to Schedule 'A' based on the study's findings. Disagreements will be brought before the Board for litigation.
1) ESTABLISHMENT OF A STANDARDIZED FILING FOR FUTURE APPLICATIONS TO APPROVE A DSM SUPPLY AGREEMENT a) The Parties agree that the format and contents of the DSM Resource Plan Template, included as Appendix 1, fulfill the requirement to sta...
AI summary The Parties agree that the DSM Resource Plan Template in Appendix 1 standardizes future DSM Plans for approving supply agreements, fulfilling regulatory requirements for consistent filings.
3) COST-EFFECTIVENESS TESTING METHODOLOGY FOR FUTURE APPLICATIONS TO APPROVE A DSM SUPPLY AGREEMENT - a) The Parties agree to work collaboratively with the DSM Advisory Group to pursue the nature and quantification of estimates associated...
AI summary Parties agree to collaborate with the DSM Advisory Group to enhance the TRC test by quantifying non-energy benefits. EfficiencyOne must update the UARB by December 31, 2016, on progress. Low-income targeted programs are exempt from cost-effectiveness testing.
4) RATE AND BILL IMPACT ANALYSIS - a) The Parties agree that the enhancements to EfficiencyOne's Rate and Bill Impact Analysis model, as described in Appendix 2, fulfill the UARB requirement to include the lost contribution to fixed costs....
AI summary Parties agree on enhancements to EfficiencyOne's Rate and Bill Impact Analysis model, including lost fixed cost contributions. EfficiencyOne provides long-term DSM effects, while NS Power offers short-term annual impacts. The DSM Advisory Group will assist in developing assumptions for future DSM plans, ensuring common assumptions where feasible.
APPENDIX 1 – DSM RESOURCE PLAN TEMPLATE Demand Side Management Advisory Group Standardized Filing: Demand Side Management Resource Plan Template Prepared by EfficiencyOne Dartmouth, NS 24 May 2016 This page is intentionally left blank.
AI summary This document provides a standardized template for a Demand Side Management (DSM) Resource Plan, prepared by EfficiencyOne for the Nova Scotia Power regulatory proceeding. The template is part of a filing by the Demand Side Management Advisory Group, dated 24 May 2016, and includes a placeholder for an image.
1. OBJECTIVE To standardize the content of future DSM Resource Plan filings.
AI summary The objective of the proceeding is to standardize the content of future Demand Side Management (DSM) Resource Plan filings, ensuring consistency and clarity in regulatory submissions related to energy management programs.
2. BACKGROUND On June 16, 2015, EfficiencyOne, Nova Scotia Power Incorporated (NS Power), the Consumer Advocate, the Small Business Advocate, the Ecology Action Centre, the Affordable Energy Coalition, and the Industrial Group signed a Con...
AI summary In 2015, EfficiencyOne and Nova Scotia Power (NSP) signed a Consensus Agreement with stakeholders to standardize DSM applications. The Utility and Review Board approved the agreement, requiring submission to the Board by June 2016. The DSM Resource Plan Template, based on Efficiency Maine's model, includes standard DSM items and evaluation processes.
Table 1: DSM RESOURCE PLAN TEMPLATE ITEM DESCRIPTION 1. INTRODUCTION A brief introduction to the DSM filing and a brief overview of any agreements reached between EfficiencyOne and NSPI. 1.1 Background Relevant history that is pertinent to...
AI summary This document outlines a template for a Demand Side Management (DSM) Resource Plan, including sections on introduction, background, previous plan results, and program discussions. It details metrics such as investment, energy savings, and cost-effectiveness testing for the most recently completed DSM plan.
Table 2: PROGRAM DESCRIPTION TEMPLATE ITEM DESCRIPTION 1. OVERVIEW A brief description of the program intent, target market, and type of service or rebate. 2. OBJECTIVES Long-term objectives for the program. 3. OPPORTUNITY A summary of the...
AI summary This document provides a template for describing a program, including its overview, objectives, market opportunity, design, and performance indicators, with a focus on demand-side management (DSM). It outlines the structure for detailing program elements, implementation strategies, and performance metrics, particularly for low-income households.
DEMAND SIDE MANAGEMENT STANDARDS
AI summary The document outlines Demand Side Management (DSM) standards in Nova Scotia, involving Nova Scotia Power (NSP) and the Utility and Regulatory Board (UARB). It focuses on regulatory frameworks for managing energy demand.
1. OBJECTIVES The objectives of this document are as follows: - To ensure consistency in the overall Demand Side Management (DSM) planning and evaluation process in Nova Scotia; - To consolidate important decisions made by the NS Utility a...
AI summary The document outlines three objectives: ensuring consistency in Nova Scotia's Demand Side Management (DSM) planning, consolidating key decisions by the Utility and Regulatory Board (UARB) on DSM regulation, and balancing DSM Resource Plans' multiple objectives.
2. DSM RESOURCE PLAN RESEARCH
AI summary The section titled '2. DSM RESOURCE PLAN RESEARCH' outlines the scope of research related to Demand Side Management (DSM) resource planning. No detailed content or arguments are provided in the text.
2.1 DSM BASELINE STUDY EfficiencyOne will commission a DSM baseline study in advance of each DSM Potential Study. The DSM Baseline Study will identify current stocks of electricity consuming devices in all market sectors.
AI summary EfficiencyOne will commission a DSM baseline study prior to each DSM Potential Study to identify current stocks of electricity-consuming devices across all market sectors, establishing a reference point for demand-side management initiatives.
2.2 DSM POTENTIAL STUDY EfficiencyOne will commission a DSM potential study in advance of each Integrated Resource Plan (IRP). The DSM Potential study will identify DSM resources that are achievable over the planning horizon, and will info...
AI summary EfficiencyOne will commission a Demand Side Management (DSM) potential study prior to each Integrated Resource Plan (IRP). The study aims to identify achievable DSM resources over the planning horizon and inform the development of Candidate Resource Plans for the IRP.
2.3 INTEGRATED RESOURCE PLAN Nova Scotia Power's IRP develops a long-term Preferred Resource Plan that establishes directional information for DSM that assists NS Power in meeting customer demand and energy requirements, and environmental...
AI summary Nova Scotia Power's Integrated Resource Plan (IRP) outlines a long-term strategy to meet customer demand, energy needs, and environmental obligations through cost-effective, safe, and reliable methods. The plan provides directional guidance for Demand Side Management (DSM) and is supported by a 2016 reference document.
2.3.1 AVOIDED COSTS Nova Scotia Power will provide estimates of annual avoided costs of fuel on a per-MWh basis, and annual avoided costs of generation, transmission, and distribution on a per-kW basis to EfficiencyOne for use in the cost-...
AI summary Nova Scotia Power (NSP) will provide EfficiencyOne with annual avoided cost estimates for fuel (per-MWh) and generation, transmission, and distribution (per-kW) to support DSM planning. Estimates are to be submitted before each DSM Potential Study and updated as needed by NSP and EfficiencyOne.
3. DSM RESOURCE PLAN DEVELOPMENT The Preferred Resource Plan identified in the IRP will inform the development of a preferred DSM Resource Plan by EfficiencyOne, including analysis of alternate scenarios of DSM activity, in accordance with...
AI summary EfficiencyOne is developing a preferred DSM Resource Plan based on the IRP's Preferred Resource Plan, analyzing alternate scenarios using the DSM Resource Plan Template.
3.1 BALANCED PLAN APPROACH EfficiencyOne will produce DSM Resource Plans that balance multiple objectives of DSM, including: - Maximize short-term and long-term energy and capacity avoidance; - Minimize program administration costs; - Maxi...
AI summary EfficiencyOne will develop DSM Resource Plans balancing objectives such as maximizing energy and capacity avoidance, minimizing costs, enhancing non-electric benefits, ensuring program diversity, preserving business relationships, and promoting broad program access across market sectors and rate classes.
Performance Targets consist of: 4 24 May 2016 3 EfficiencyOne, Evidence, In the Matter of the Public Utilities Act and in the Matter of an Application for Approval of the 2016-2018 Supply Agreement for EE&CA , (27 Feb. 2016), at p 46. 3 M0...
AI summary The document outlines performance targets under a regulatory proceeding, including cumulative annual energy and peak demand savings. It references a 2016-2018 supply agreement between EfficiencyOne and Nova Scotia Power (NSP), approved by the Utility and Regulatory Board (UARB) via Order M06733. Key topics include demand-side management and energy efficiency programs.
Performance Indicators consist of: 5 - i. Annual incremental energy savings (reported by program and rate class); - ii. Cumulative annual energy savings (reported by program and rate class); - iii. Lifetime savings (reported by program and...
AI summary The document outlines ten performance indicators for evaluating program effectiveness, including energy and peak demand savings, ratepayer benefits, spending, customer satisfaction, rate impact analysis, and low-income program metrics. Reporting requirements include annual and cumulative data, geographic census-based estimates, and annual filings by EfficiencyOne.
3.4 DSM PROGRAMS Investments in DSM programs reduce energy consumption through technology replacements and behaviour change. DSM programs are offered to the Residential and the Business, Not-for-Profit and Institutional (BNI) sectors as fo...
AI summary Nova Scotia Power (NSP) implements Demand Side Management (DSM) programs to reduce energy consumption via technology upgrades and behavioral changes. Programs target residential and Business, Not-for-Profit, and Institutional (BNI) sectors, including rebates, custom incentives, and direct installations.
3.4.1 LOW INCOME CONSIDERATIONS
AI summary The section addresses low-income considerations within the regulatory proceeding, focusing on how utility policies and programs may impact low-income households. Key entities involved include Nova Scotia Power (NSP), the Utility and Regulatory Board (UARB), and Demand Side Management (DSM) initiatives.
NS Power Shareholder Charitable Contribution NS Power shareholders have indicated that they will provide up to $37 million dollars over ten years (2015-2024) to upgrade all electrically-heated homes owned by lowincome Nova Scotians. In the...
AI summary NS Power shareholders plan to contribute up to $37 million over ten years (2015-2024) to upgrade electrically-heated homes for low-income Nova Scotians. EfficiencyOne will not use DSM funds for these upgrades if they are already covered by shareholder contributions.
Other Low Income Programming DSM programs can be an efficient means of providing significant energy and non-energy benefits to low income Nova Scotians, thereby supporting access to energy services and reducing energy poverty. In accordanc...
AI summary DSM programs are efficient for providing energy and non-energy benefits to low-income Nova Scotians, reducing energy poverty. EfficiencyOne will design programs under the Balanced Plan Approach (Section 3.1), excluding those affected by NS Power's charitable donation, acknowledging higher unit costs.
3.5 ENABLING STRATEGIES Investments in Enabling Strategies are essential in order for efficiency services and programs to continue achieving energy savings. In addition to driving increased participation in ENS programs and services throug...
AI summary Enabling Strategies are essential for achieving energy savings through education, market transformation, and standard advancement. Investments over $100,000 benefit specific rate classes with 75% of the participant benefit allocated accordingly, while the 25% system benefit is based on energy and demand requirements. The classification includes Education and Outreach, Development and Research, and Other Enabling Strategies.
4. DSM TRACKING, EVALUATION AND VERIFICATION
AI summary This section addresses the tracking, evaluation, and verification of Demand Side Management (DSM) programs under Nova Scotia Power's regulatory proceedings, overseen by the Utility and Regulatory Board (UARB).
4.3 VERIFICATION The UARB's savings verification consultant provides a verification review of the evaluated savings. The verification consultant will produce a report that states the net energy and peak demand savings for the programs, and...
AI summary The UARB's savings verification consultant reviews program savings, producing reports on net energy and peak demand savings while outlining adjustments to evaluation reports. This process ensures accuracy in assessing program effectiveness.
5.3 QUARTERLY REPORTS ENS will file quarterly reports with the UARB for quarters one through three of each year. The reports will provide quarterly status updates and service highlights, as well as communicate course adjustments within the...
AI summary ENS is required to submit quarterly reports to the UARB, detailing updates, service highlights, and adjustments to the approved DSM Resource Plan for the first three quarters of each year.
5.5 IMPACT EVALUATION ENS will file impact evaluations for each program annually, produced by an independent third party DSM program evaluator.
AI summary ENS will submit annual impact evaluations for each program, conducted by an independent third-party DSM program evaluator.
5.6 PROCESS EVALUATION ENS will file process evaluations for individual programs, produced by an independent third party DSM program evaluator as necessary. Examples of instances in which a program-level evaluation would occur include newl...
AI summary ENS will submit process evaluations for individual programs, conducted by an independent third-party DSM program evaluator, when new components are created, major changes occur, numerous recommendations are received, or energy savings variance exceeds 25% of planned.
5.7 RATE AND BILL IMPACT ANALYSIS ENS will file its historical Rate and Bill Impact Analysis (RBIA) by October 31st of each year. 10 The historical RBIA estimates the high-level, long-term impact to rates and bills of all DSM activities up...
AI summary ENS is required to file historical and forward-looking Rate and Bill Impact Analyses (RBIA) annually and as part of DSM Resource Plans, respectively. Historical RBIA covers DSM activities up to the previous year, while forward-looking RBIA estimates future rate and bill impacts of proposed DSM initiatives.
6. DEMAND SIDE MANAGEMENT ADVISORY GROUP The DSM Advisory Group is a forum to provide strategic or directional advice and stakeholder perspectives on current or emerging DSM issues including, but not limited to, issues identified in UARB O...
AI summary The DSM Advisory Group serves as a forum to provide strategic and directional advice on demand side management issues, including those identified in UARB Orders related to DSM.
M06733 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 I...
AI summary EfficiencyOne and Nova Scotia Power Inc. (NSPI) seek approval for a supply agreement and 2016-2018 Demand Side Management (DSM) Resource Plan. The Nova Scotia Utility and Review Board (UARB) is involved, with parties agreeing on terms but reserving rights to amend positions based on further evidence.
1) EST ABLI SHM ENT OF A STANDARDIZE D FILING FOR FUTU RE APPLICATIONS T O A PPROV E A DSM SUPPLY A GREEMENT - a) The Parties agree to the establishment of a standardized filing for future applications, the substance of which will be vette...
AI summary Parties agree to establish a standardized filing process for future DSM supply agreements, subject to DSM Advisory Group approval. The filing will include program descriptions, energy savings metrics, cost-effectiveness analyses, and rate impact details, with EfficiencyOne retaining flexibility to add relevant information and provide technical data.
2) ESTA BLISHMENT OF A RESE RVE FUND - a) In lieu of development of a DSM reserve fund, the Parties agree they will not challenge EfficiencyOne's ability to apply on an expedited basis to the Board for recovery of funds to address extraord...
AI summary Parties agree not to challenge EfficiencyOne's expedited recovery of funds for extraordinary circumstances if mitigation efforts are made. Surplus from a three-year contract is returned to NS Power for ratepayers, with the Board's determination. Rights to participate in applications remain intact.
3) PERFORMAN CE TARG ETS , 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)...
AI summary Parties agree to three-year performance targets for cumulative energy and peak demand savings, with 90% compliance required to avoid regulatory action. Indicators include annual savings, lifetime benefits, and customer satisfaction. EfficiencyOne must report by program and rate class, with specific rate impact analyses and low-income participation metrics.
4) COST ALLOCATION - 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 of t...
AI summary Parties agree to collaboratively develop DSM cost allocation and recovery models by October 31, 2015, for UARB approval. Key items include 2015 and 2016-2018 DSM allocations, 2014 RSA, and mid-course adjustments. NSP retains discretion to apply to UARB regarding DSM cost accounting and recovery mechanisms.
6) RATE AND BILL IMPACT ANALYSIS - a) As with prior filings of its rate and bill impact analysis, EfficiencyOne agrees to develop, in consultation with the DSM Advisory Group, assumptions to its rate and bill impact analysis. This will inc...
AI summary EfficiencyOne agrees to collaborate with the DSM Advisory Group to develop rate and bill impact analysis assumptions, including fixed cost contributions, and to submit historical analyses annually by October 31. These commitments aim to enhance transparency and consistency in future filings.
7) R ES OLUTION 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 any items, they will be submitted to the UARB for determination by June 30, 2016. This outlines the procedural step for unresolved issues within the regulatory process.
Filing has historically triggered a regulatory process. Year Report/ Process Filing Timeframe Inclusions 2015 2015 Q2 Report July/Aug • Quarterly and YTD Highlights: Comparison of targets, mid-course adjustments, and results (by program) 0...
AI summary The text outlines a historical regulatory process triggered by filings, including quarterly and YTD reports, sector highlights, and meetings with the Demand Side Management Advisory Group (DSMAG). These reports include comparisons of targets, results, investments, and other activities related to energy efficiency programs.
IN THE MATIER OF: THE PUBLIC UTILITIES ACT And IN THE MATIER OF: An application by EfficiencyOne far Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between EfftciencyOne ("El ")and Nova Scotia Power I...
AI summary The document outlines an application by EfficiencyOne for approval of a Supply Agreement with Nova Scotia Power Inc. (NSPI) for electricity efficiency and conservation activities from 2016 to 2018, along with the establishment of a final agreement and approval of the 2016-2018 Demand Side Management (DSM) Resource Plan. The Co-Applicants have filed evidence and responded to information requests, and the parties have approved the Terms of Consensus.
3) EFFICIENCY0NE PERFORMANCE TARGETS a) EfficiencyOne's cumulative energy and demand savings targets shall be 405.9 GWh and 62.5 MW respectively, as set out in EfficiencyOne's 2016-2018 DSM Resource Plan filing.
AI summary EfficiencyOne's energy and demand savings targets for 2016-2018 are set at 405.9 GWh and 62.5 MW, respectively, as outlined in their DSM Resource Plan filing. These targets form part of Nova Scotia's regulatory proceedings under the UARB.
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 DSM programs will follow EfficiencyOne's proposed 2016-2018 DSM Resource Plan filing, as outlined in the regulatory proceeding document.
5) DSM EXPENDITURE JUSTIFICATION CRITERIA a) The parties agree to discuss the potential development of DSM Expenditure Justification Criteria (DSMEJC) within the DSM Advisory Group.
AI summary Parties agree to develop DSM Expenditure Justification Criteria (DSMEJC) through the DSM Advisory Group. Key entities include DSM, NSP, UARB, APR, RSA, and the DSM Advisory Group. Focus is on regulatory criteria for DSM expenditures.
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 through the DSM Advisory Group to achieve consensus on the methodology and assumptions for cost-effectiveness screening tests for future DSM Resource Plans.
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 text emphasizes that all ratepayers, including low-income and marginally viable customers, should 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.
1 0) NS POWER'S CHARlTABLE CONTRIBUTION - a) The parties encourage Nova Scotia Power to provide the evaluated results of its low income program to the Board and to stakeholders on an annual basis and to coordinate administration and evalua...
AI summary The parties request NS Power to annually report on its low-income program's results and coordinate with EfficiencyOne. They also agree that DSM activities from NS Power's charitable contribution will not impact EfficiencyOne's performance targets.
E-2Revised Consensus Agreement
40 passages
M06733 JUNE 30, 2016 CONSENSUS AGREEMENT IN THE MATTER OF: THE PUBLIC UTILITIES ACT, RSNS 1989, c. 380 AND IN THE MATTER OF: THE ORDER OF THE NOVA SCOTIA UTILITY AND REVIEW BOARD IN MATTER M06733 DIRECTING THE PARTIES TO PURSUE RESOLUTION...
AI summary The document outlines a Consensus Agreement in Matter M06733 between EfficiencyOne and Nova Scotia Power Inc. (NS Power) under the Public Utilities Act. It references prior proceedings, including a Quantum Agreement not approved by the Nova Scotia Utility and Review Board, and unresolved issues deferred to the Demand Side Management (DSM) Advisory Group for resolution by June 30, 2016.
THE PARTIES HERETO AGREE AS FOLLOWS: - 1. Subject to Item 2 below, The Parties agree that the items enumerated in paragraphs 5-8 below are in response to the Order of the Nova Scotia Utility and Review Board. - 2. The Parties agree that ag...
AI summary Parties agree to a standardized filing process for DSM supply agreements, subject to the Small Business Energy Study's findings. They reserve rights to challenge DSM measures and amend the agreement based on the study. The agreement is governed by the Nova Scotia Utility and Review Board's order.
7. COST-EFFECTIVENESS TESTING METHODOLOGY FOR FUTURE APPLICATIONS TO APPROVE A DSM SUPPLY AGREEMENT - a) The Parties agree to work collaboratively with the DSM Advisory Group to pursue the nature and quantification of estimates associated...
AI summary The Parties agree to collaborate with the DSM Advisory Group to enhance the TRC test by quantifying non-energy benefits. EfficiencyOne must update the UARB by December 2016 on progress. The Parties acknowledge that low-income targeted DSM programs may fail cost-effectiveness tests under DEJC criteria.
8. RATE AND BILL IMPACT ANALYSIS - a) Subject to review of the actual Rate and Bill Impact Analysis model, the Parties agree with the proposed enhancements described generally in Appendix 2, including the lost contribution to fixed cost. -...
AI summary The Parties agree on enhancements to the Rate and Bill Impact Analysis model, including the inclusion of lost contribution to fixed cost. EfficiencyOne and NS Power will provide different analyses (long-term and short-term effects of DSM), with the DSM Advisory Group assisting in defining key terms and assumptions. Both models will be presented to the UARB and Intervenors.
Standardized Filing Framework Prepared by EfficiencyOne Dartmouth, NS 20 July 2016
AI summary The document outlines a Standardized Filing Framework prepared by EfficiencyOne for Nova Scotia's regulatory proceedings, incorporating Demand Side Management (DSM) and DSM Expenditure Justification Criteria (DEJC). The framework aims to streamline regulatory filings and ensure compliance with expenditure justification standards.
2. BACKGROUND On June 16, 2015, EfficiencyOne, Nova Scotia Power Incorporated (NS Power), the Consumer Advocate, the Small Business Advocate, the Ecology Action Centre, the Affordable Energy Coalition, and the Industrial Group signed a Con...
AI summary In 2015, EfficiencyOne, NS Power, and other stakeholders signed a Consensus Agreement proposing a standardized DSM filing framework. The Utility and Review Board approved this agreement in 2015, requiring submission to the Board by June 30, 2016. The framework includes standard DSM items, alternate scenarios, and evaluation processes outlined in the DSM Standards.
Table 1: STANDARDIZED FILING FRAMEWORK ITEM DESCRIPTION 1. INTRODUCTION A brief introduction to the DSM filing and a brief overview of any agreements reached between EfficiencyOne and NSPI. All agreements between EfficiencyOne and NSPI wil...
AI summary This section outlines the standardized filing framework for Demand Side Management (DSM) plans, including the introduction, background, and results from previous DSM plans. It requires details on expenditures, energy savings, and program results as part of the regulatory approval process.
Appendix 1 Standardized Filing Framework ITEM DESCRIPTION 4.2 Program Level Energy Savings and Investment A summary of program-level savings and investment for the upcoming period. Reference to benchmarks of plans from other jurisdictions...
AI summary This section outlines the standardized filing framework for program-level energy savings and investment, program descriptions, and the development of the upcoming period's DSM Resource Plan, including program targets, evaluation, and reporting requirements to the UARB and DSMAG.
Table 2: PROGRAM DESCRIPTION TEMPLATE ITEM DESCRIPTION 1. OVERVIEW A brief description of the program intent, target market, and type of service or rebate. 2. OBJECTIVES Long-term objectives for the program. 3. OPPORTUNITY A summary of the...
AI summary The document provides a template for describing demand-side management (DSM) programs, including program objectives, design, implementation strategies, and performance indicators. It outlines key elements such as measures promoted, target markets, and performance metrics, including those specific to low-income households.
4.1 OBJECTIVES The objectives of this document are as follows: - To ensure consistency in the overall Demand Side Management (DSM) planning and evaluation process in Nova Scotia; - To consolidate important decisions made by the NS Utility...
AI summary The document outlines three objectives: ensuring consistency in Nova Scotia's Demand Side Management (DSM) planning, consolidating NS Utility and Review Board (UARB) DSM-related decisions, and balancing DSM Resource Plans' multiple objectives.
4.2 DSM RESOURCE PLAN RESEARCH
AI summary The section addresses research related to the Demand Side Management (DSM) Resource Plan, including criteria for expenditure justification and advisory group involvement, though no detailed content is provided in the text.
4.2.1 DSM BASELINE STUDY EfficiencyOne will commission a DSM baseline study in advance of each DSM Potential Study. The DSM Baseline Study will identify current stocks of electricity consuming devices in all market sectors.
AI summary EfficiencyOne will commission a DSM baseline study prior to each DSM Potential Study to identify current stocks of electricity-consuming devices across all market sectors, forming the foundation for assessing demand-side management opportunities.
4.2.2 DSM POTENTIAL STUDY EfficiencyOne will commission a DSM potential study in advance of each Integrated Resource Plan (IRP). The DSM Potential study will identify DSM resources that are achievable over the planning horizon, and will in...
AI summary EfficiencyOne will commission a DSM potential study prior to each Integrated Resource Plan (IRP) to identify achievable Demand Side Management resources and inform the development of Candidate Resource Plans for the IRP.
4.2.3 INTEGRATED RESOURCE PLAN Nova Scotia Power's IRP develops a long-term Preferred Resource Plan that establishes directional information for DSM that assists NS Power in meeting customer demand and energy requirements, and environmenta...
AI summary Nova Scotia Power's Integrated Resource Plan (IRP) outlines a long-term strategy for Demand Side Management (DSM) to meet customer energy needs, environmental obligations, and ensure cost-effective, reliable service across various future scenarios.
4.2.3.1 AVOIDED COSTS Nova Scotia Power will provide estimates of annual avoided costs of fuel on a per-MWh basis, and annual avoided costs of generation, transmission, and distribution on a per-kW 8 NSPI, Nova Scotia Power Integrated Reso...
AI summary Nova Scotia Power will provide estimates of annual avoided costs of fuel on a per-MWh basis and annual avoided costs of generation, transmission, and distribution on a per-kW basis to EfficiencyOne for use in DSM planning. Estimates are provided before each DSM Potential Study and when changes are required.
4.3 DSM RESOURCE PLAN DEVELOPMENT The Preferred Resource Plan identified in the IRP will inform the development of a preferred DSM Resource Plan by EfficiencyOne, including analysis of alternate scenarios of DSM activity, in accordance wit...
AI summary The Preferred Resource Plan from the IRP will guide EfficiencyOne in developing a DSM Resource Plan, including alternate scenarios analysis under the Standardized Filing Framework.
4.3.1 BALANCED PLAN APPROACH EfficiencyOne will produce DSM Resource Plans that balance multiple aspects of DSM for the benefit of customers, including: - Short-term and long-term energy and capacity avoidance; - Program delivery costs; -...
AI summary EfficiencyOne will develop DSM Resource Plans balancing energy and capacity avoidance, program costs, non-electric benefits, market diversity, accessibility, and rate impacts to optimize customer outcomes. The approach emphasizes equitable access, long-term planning, and minimizing investment needs through comprehensive DSM strategies.
4.3.4 DSM PROGRAMS Investments in DSM programs reduce energy consumption through technology replacements and behaviour change. DSM programs are offered to the Residential and the Business, Not-for-Profit and Institutional (BNI) sectors as...
AI summary Investments in DSM programs reduce energy consumption through technology and behavior changes, targeting residential and BNI sectors with rebates, incentives, and installations. Programs include efficient product rebates, energy savings actions, and custom incentives for different sectors.
4.3.4.1 LOW INCOME CONSIDERATIONS
AI summary This section addresses low-income considerations within a Nova Scotia regulatory proceeding, focusing on demand-side management and utility ratepayer board processes. Key entities include DSM programs, expenditure criteria, and advisory groups involved in resource planning and regulatory decisions.
NS Power Shareholder Charitable Contribution NS Power shareholders have indicated that they will provide up to $37 million dollars over ten years (2015-2024) to upgrade all electrically-heated homes owned by low-income Nova Scotians. In th...
AI summary NS Power shareholders will contribute up to $37 million over ten years (2015-2024) to upgrade electrically-heated homes for low-income Nova Scotians. EfficiencyOne will avoid using DSM funds for such upgrades if shareholder funding is already allocated, aiming to minimize rate impacts.
4.4 DSM TRACKING, EVALUATION AND VERIFICATION
AI summary Section 4.4 discusses requirements for tracking, evaluating, and verifying Demand Side Management (DSM) programs under Nova Scotia regulatory oversight. It references the DSM Expenditure Justification Criteria (DEJC), the Demand Side Management Advisory Group (DSMAG), and alignment with the Integrated Resource Plan (IRP). The Nova Scotia Utility and Ratepayer Board (NSUARB) is involved in oversight.
4.5 REPORTING REQUIREMENTS
AI summary Section 4.5 outlines reporting requirements under Nova Scotia's regulatory framework, involving entities like NSUARB and DSMAG. It references criteria for DSM expenditures and integrated resource planning, emphasizing transparency and compliance with regulatory standards.
4.5.3 QUARTERLY REPORTS ENS will file quarterly reports with the UARB for quarters one through three of each year. The reports will provide quarterly status updates and service highlights, as well as communicate course adjustments within t...
AI summary ENS is required to submit quarterly reports to the UARB, detailing updates and adjustments related to the approved DSM Resource Plan.
4.5.5 IMPACT EVALUATION ENS will file impact evaluations for each program annually, produced by an independent third party DSM program evaluator.
AI summary ENS will submit annual impact evaluations for each program, conducted by an independent third-party DSM program evaluator.
4.5.6 PROCESS EVALUATION ENS will file process evaluations for individual programs, produced by an independent third party DSM program evaluator as necessary. Examples of instances in which a program-level evaluation would occur include ne...
AI summary ENS will submit process evaluations for DSM programs by an independent third-party evaluator when certain conditions are met, such as new programs, major changes, high recommendations, or energy savings variance exceeding 25%.
4.5.7 RATE AND BILL IMPACT ANALYSIS ENS will file its historical Rate and Bill Impact Analysis (RBIA) by October 31st of each year.[17](#page-27-2) The historical RBIA estimates the high-level, long-term impact to rates and bills of all DS...
AI summary ENS is required to submit historical and forward-looking Rate and Bill Impact Analyses (RBIA) annually and as part of each DSM Resource Plan, respectively, to estimate the long-term impacts on rates and bills from DSM activities.
4.6 DEMAND SIDE MANAGEMENT ADVISORY GROUP The DSM Advisory Group is a forum to provide strategic or directional advice and stakeholder perspectives on current or emerging DSM issues including, but not limited to, issues identified in UARB...
AI summary The Demand Side Management Advisory Group serves as a forum to provide strategic advice and stakeholder perspectives on current and emerging DSM issues, including those outlined in UARB Orders related to Demand Side Management.
M06733 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 I...
AI summary EfficiencyOne and Nova Scotia Power Inc. (NSPI) seek approval for a supply agreement and 2016-2018 Demand Side Management (DSM) Resource Plan. The Nova Scotia Utility and Ratepayer Board (NSUARB) is involved, with parties reaching consensus on terms. The Public Utilities Act is referenced in the proceeding.
1) EST ABLI SHM ENT OF A STANDARDIZE D FILING FOR FUTU RE APPLICATIONS T O A PPROV E A DSM SUPPLY A GREEMENT - a) The Parties agree to the establishment of a standardized filing for future applications, the substance of which will be vette...
AI summary Parties agree to establish a standardized filing process for future DSM supply agreements, vetted by the DSM Advisory Group. The filing includes program descriptions, energy savings data, cost-effectiveness analysis, and rate impact details. EfficiencyOne may add relevant information and provide technical data.
4) COST ALLOCATION - 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 of t...
AI summary Parties agree to develop new DSM cost allocation models by October 31, 2015, for Board approval, covering 2015, 2016-2018 allocations, 2014 RSA, and mid-course adjustments. Nova Scotia Power retains discretion to apply to UARB regarding DSM cost accounting and recovery.
6) RATE AND BILL IMPACT ANALYSIS - a) As with prior filings of its rate and bill impact analysis, EfficiencyOne agrees to develop, in consultation with the DSM Advisory Group, assumptions to its rate and bill impact analysis. This will inc...
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.
"Schedule 1"
AI summary Schedule 1 of a Nova Scotia regulatory proceeding document outlines key acronyms and entities involved in demand-side management and utility regulation. It references programs, criteria, and boards central to energy planning and ratepayer oversight.
Filing has historically triggered a regulatory process. Year Report/ Process Filing Timeframe Inclusions 2015 2015 Q2 Report July/Aug • Quarterly and YTD Highlights: Comparison of targets, mid-course adjustments, and results (by program) 0...
AI summary The document outlines a historical regulatory process triggered by filings, including quarterly reports and meetings with the DSMAG. It details the inclusions of these reports, such as quarterly highlights, investment comparisons, sector results, and other activities.
IN THE MATIER OF: THE PUBLIC UTILITIES ACT And IN THE MATIER OF: An application by EfficiencyOne far Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between EfftciencyOne ("El ")and Nova Scotia Power I...
AI summary This document outlines an application by EfficiencyOne for the approval of a Supply Agreement with Nova Scotia Power Inc. for electricity efficiency and conservation activities from 2016 to 2018, along with the establishment of a final agreement and approval of the 2016-2018 Demand Side Management Resource Plan.
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 $121.5 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, decreasing from the proposed $121.5 million to $113.5 million, with specific allocations for each year.
3) EFFICIENCY0NE PERFORMANCE TARGETS a) EfficiencyOne's cumulative energy and demand savings targets shall be 405.9 GWh and 62.5 MW respectively, as set out in EfficiencyOne'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 their 2016-2018 DSM Resource Plan filing. These targets form part of the regulatory proceeding related to performance metrics.
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 DSM programs will follow EfficiencyOne's 2016-2018 DSM Resource Plan filing, as outlined in the regulatory proceeding document.
5) DSM EXPENDITURE JUSTIFICATION CRITERIA a) The parties agree to discuss the potential 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 (DSMAG). This involves collaboration among stakeholders to establish criteria for justifying DSM expenditures, ensuring alignment with regulatory objectives and program effectiveness.
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 through the DSM Advisory Group to achieve consensus on methodology and assumptions for cost-effectiveness screening tests applied to future DSM Resource Plans.
1 0) NS POWER'S CHARlTABLE CONTRIBUTION - a) The parties encourage Nova Scotia Power to provide the evaluated results of its low income program to the Board and to stakeholders on an annual basis and to coordinate administration and evalua...
AI summary The parties urge NS Power to annually report on its low-income program results and coordinate with EfficiencyOne. They also agree that DSM activities from NS Power's charitable contributions won't affect EfficiencyOne's performance targets.
E-3Executed Consensus Agreement
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M06733 JUNE 30, 2016 CONSENSUS AGREEMENT IN THE MATTER OF: THE PUBLIC UTILITIES ACT, RSNS 1989, c. 380 AND IN THE MATTER OF: THE ORDER OF THE NOVA SCOTIA UTILITY AND REVIEW BOARD IN MATTER M06733 DIRECTING THE PARTIES TO PURSUE RESOLUTION...
AI summary This consensus agreement under Matter M06733 involves EfficiencyOne and NS Power, addressing a supply agreement for 2016–2018 and unresolved issues deferred to the DSM Advisory Group. The Nova Scotia Utility and Review Board approved the Consensus Agreement but not the Quantum Agreement, directing non-financial provisions to the DSM Advisory Group. Unresolved matters were to be submitted by June 30, 2016.
THE PARTIES HERETO AGREE AS FOLLOWS: - 1. Subject to Item 2 below, The Parties agree that the items enumerated in paragraphs 5-8 below are in response to the Order of the Nova Scotia Utility and Review Board. - 2. The Parties agree that ag...
AI summary Parties agree to standardized DSM filing frameworks in response to the Nova Scotia Utility and Review Board's order, while reserving rights related to the pending Small Business Energy Study. They retain the right to challenge specific DSM measures and may amend agreements based on study findings, with disputes to be litigated if unresolved.
8. RATE AND BILL IMPACT ANALYSIS - a) Subject to review of the actual Rate and Bill Impact Analysis model, the Parties agree with the proposed enhancements described generally in Appendix 2, including the lost contribution to fixed cost. -...
AI summary The Parties agree on enhancements to the Rate and Bill Impact Analysis model, including the inclusion of lost contribution to fixed cost. They also agree on the collaboration between EfficiencyOne and NS Power in defining assumptions for DSM analyses, ensuring consistency and alignment with the DSM Advisory Group and future filings.
APPENDIX 1 – STANDARDIZED FILING FRAMEWORK Demand Side Management Advisory Group
AI summary This appendix outlines a standardized filing framework for a Nova Scotia regulatory proceeding. It mentions the Demand Side Management Advisory Group, indicating involvement in energy management initiatives. The document is part of a process involving Nova Scotia Power Inc. (NSP), though specific details of the framework are not provided in this excerpt.
2. BACKGROUND On June 16, 2015, EfficiencyOne, Nova Scotia Power Incorporated (NS Power), the Consumer Advocate, the Small Business Advocate, the Ecology Action Centre, the Affordable Energy Coalition, and the Industrial Group signed a Con...
AI summary In 2015, EfficiencyOne and Nova Scotia Power Inc. (NSP) signed a Consensus Agreement establishing a standardized DSM filing framework, approved by the Utility and Review Board in 2015. The framework, based on Efficiency Maine's model, includes DSM program standards and evaluation processes, with a deadline for Board approval by June 30, 2016.
Table 1: STANDARDIZED FILING FRAMEWORK ITEM DESCRIPTION 1. INTRODUCTION A brief introduction to the DSM filing and a brief overview of any agreements reached between EfficiencyOne and NSPI. All agreements between EfficiencyOne and NSPI wil...
AI summary The document outlines the standardized filing framework for the DSM (Demand Side Management) plan, including an introduction, background, and a summary of previous DSM expenditures and energy savings results. It also discusses the results of each program in the most recently completed DSM Resource Plan.
Standardized Filing Framework ITEM DESCRIPTION 3. ALTERNATE SCENARIOS TO THE PROPOSED DSM PLAN 3.1 Various Scenarios Based on the UARB's October 7, 2015 Order, EfficiencyOne will "provide one or more alternate scenarios of DSM budgets for...
AI summary The document outlines the requirements for submitting alternate scenarios to the proposed DSM Plan and the proposed DSM Resource Plan. EfficiencyOne is required to provide alternate scenarios with specific portfolio-level metrics, while NSPI must provide rate impact analyses for both scenarios and the proposed DSM Resource Plan.
Table 2: PROGRAM DESCRIPTION TEMPLATE ITEM DESCRIPTION 1. OVERVIEW A brief description of the program intent, target market, and type of service or rebate. 2. OBJECTIVES Long-term objectives for the program. 3. OPPORTUNITY A summary of the...
AI summary This document outlines a program description template for demand-side management (DSM) initiatives, including program objectives, market opportunities, design elements, performance indicators, and comparisons to alternative scenarios. It is part of a regulatory proceeding in Nova Scotia.
4.1 OBJECTIVES The objectives of this document are as follows: - To ensure consistency in the overall Demand Side Management (DSM) planning and evaluation process in Nova Scotia; - To consolidate important decisions made by the NS Utility...
AI summary The document outlines three objectives: ensuring consistency in Nova Scotia's Demand Side Management (DSM) planning, consolidating decisions by the NS Utility and Review Board (UARB) on DSM regulation, and balancing DSM Resource Plans' multiple objectives.
4.2 DSM RESOURCE PLAN RESEARCH
AI summary The section titled '4.2 DSM RESOURCE PLAN RESEARCH' is referenced, though no specific content or details about the research are provided in the given text.
4.2.1 DSM BASELINE STUDY EfficiencyOne will commission a DSM baseline study in advance of each DSM Potential Study. The DSM Baseline Study will identify current stocks of electricity consuming devices in all market sectors.
AI summary EfficiencyOne will commission a DSM baseline study prior to each DSM Potential Study to identify current electricity-consuming devices in all market sectors, as part of Nova Scotia's regulatory process.
4.2.2 DSM POTENTIAL STUDY EfficiencyOne will commission a DSM potential study in advance of each Integrated Resource Plan (IRP). The DSM Potential study will identify DSM resources that are achievable over the planning horizon, and will in...
AI summary EfficiencyOne will commission a Demand Side Management (DSM) potential study prior to each Integrated Resource Plan (IRP). The study aims to identify achievable DSM resources over the planning horizon and inform the development of Candidate Resource Plans for the IRP.
4.2.3 INTEGRATED RESOURCE PLAN Nova Scotia Power's IRP develops a long-term Preferred Resource Plan that establishes directional information for DSM that assists NS Power in meeting customer demand and energy requirements, and environmenta...
AI summary Nova Scotia Power's Integrated Resource Plan (IRP) provides directional guidance for Demand Side Management (DSM) to help meet customer demand, energy needs, and environmental obligations in a cost-effective manner across a reasonable range of foreseeable futures.
4.2.3.1 AVOIDED COSTS Nova Scotia Power will provide estimates of annual avoided costs of fuel on a per-MWh basis, and annual avoided costs of generation, transmission, and distribution on a per-kW 20 July 2016 9 8 NSPI, Nova Scotia Power...
AI summary Nova Scotia Power Inc. (NSP) will provide annual avoided cost estimates (fuel, generation, transmission, distribution) to EfficiencyOne for DSM cost-effectiveness screening. Estimates will be updated before each DSM study and when changes are needed, referencing the 2014 Integrated Resource Plan Terms of Reference.
4.3 DSM RESOURCE PLAN DEVELOPMENT The Preferred Resource Plan identified in the IRP will inform the development of a preferred DSM Resource Plan by EfficiencyOne, including analysis of alternate scenarios of DSM activity, in accordance wit...
AI summary The Preferred Resource Plan from the Integrated Resource Plan (IRP) will guide EfficiencyOne in developing a preferred Demand Side Management (DSM) Resource Plan, including analysis of alternate scenarios, under the Standardized Filing Framework.
4.3.1 BALANCED PLAN APPROACH EfficiencyOne will produce DSM Resource Plans that balance multiple aspects of DSM for the benefit of customers, including: - Short-term and long-term energy and capacity avoidance; - Program delivery costs; -...
AI summary EfficiencyOne will develop DSM Resource Plans balancing energy avoidance, program costs, avoided investments, non-electric benefits, program diversity, market access, and rate impacts to benefit customers.
Performance Targets and Thresholds[10](#page-22-1) - i. Performance Targets apply to the period of the UARB-approved Supply Agreement with NS Power, rather than annually; - ii. EfficiencyOne is deemed to be in substantial compliance with t...
AI summary Performance Targets under the UARB-approved Supply Agreement with NSP apply over the agreement's term, not annually. EfficiencyOne achieves compliance if 90% or more of targets are met; otherwise, a regulatory process is triggered. References include M06733 (NSUARB Order) and a 2016 supply agreement application.
Performance Targets consist of:[11](#page-23-0) - i. Cumulative annual energy savings; - ii. Cumulative annual peak demand savings.
AI summary The document outlines two performance targets: cumulative annual energy savings and cumulative annual peak demand savings, part of a regulatory proceeding in Nova Scotia. These targets are likely related to utility regulation and energy management initiatives.
Performance Indicators consist of:[12](#page-23-1) - i. Annual incremental energy savings (reported by program and rate class); - ii. Cumulative annual energy savings (reported by program and rate class); - iii. Lifetime savings (reported...
AI summary Nova Scotia Power Inc. (NSP) is required to report ten performance indicators related to energy savings, demand reduction, ratepayer benefits, and program effectiveness. These include annual and cumulative energy/peak demand savings, lifetime savings, spending, customer satisfaction, rate impact analysis, and low-income program metrics, with specific reporting deadlines and methodologies.
4.3.4 DSM PROGRAMS Investments in DSM programs reduce energy consumption through technology replacements and behaviour change. DSM programs are offered to the Residential and the Business, Not-for-Profit and Institutional (BNI) sectors as...
AI summary Investments in DSM programs reduce energy consumption via technology replacements and behavior change, targeting residential and BNI sectors with rebates and incentives. Programs include efficient product rebates, custom incentives, and direct installations.
NS Power Shareholder Charitable Contribution NS Power shareholders have indicated that they will provide up to $37 million dollars over ten years (2015-2024) to upgrade all electrically-heated homes owned by low-income Nova Scotians. In th...
AI summary NS Power shareholders will contribute up to $37 million over ten years (2015-2024) to upgrade electrically-heated homes for low-income Nova Scotians. EfficiencyOne will avoid using DSM funds for these upgrades if they are already covered by shareholder contributions, aiming to minimize rate impacts.
4.3.5 ENABLING STRATEGIES Specific Enabling Strategies activities requiring an annual investment of $100,000 or more that benefit a specific rate class or classes will have the participant benefit portion (75%) of their investment allocate...
AI summary The document outlines allocation rules for Enabling Strategies investments, distinguishing between investments over and under $100,000 and their distribution to specific or all rate classes. The system benefit portion is allocated based on energy and demand requirements. Expenditures are categorized into Education and Outreach, Development and Research, and Other Enabling Strategies. The rules are referenced in NSUARB Decision Letter M07151.
4.4 DSM TRACKING, EVALUATION AND VERIFICATION
AI summary This section outlines requirements for Demand Side Management (DSM) tracking, evaluation, and verification processes under Nova Scotia regulatory proceedings, involving Nova Scotia Power Inc. (NSP) and the Utility and Ratepayer Board (UARB). It references DSM programs and Integrated Resource Plan (IRP) frameworks.
4.4.2 EVALUATION EfficiencyOne will retain the services of an independent DSM evaluation firm to conduct annual evaluations for each DSM program, as described in Sections [5.5](#page-27-0) and [5.6.](#page-27-1)
AI summary EfficiencyOne will retain an independent DSM evaluation firm to conduct annual evaluations for each DSM program, as outlined in Sections 5.5 and 5.6 of the document. This ensures ongoing assessment of program effectiveness and compliance with regulatory requirements.
4.4.3 VERIFICATION The UARB's savings verification consultant provides a verification review of the evaluated savings. The verification consultant will produce a report that states the net energy and peak demand savings for the programs, a...
AI summary The UARB's savings verification consultant reviews program savings, producing a report on net energy and peak demand savings, and outlines adjustments to evaluation reports as part of the verification process.
4.5.3 QUARTERLY REPORTS ENS will file quarterly reports with the UARB for quarters one through three of each year. The reports will provide quarterly status updates and service highlights, as well as communicate course adjustments within t...
AI summary ENS is required to submit quarterly reports to the UARB, detailing updates and adjustments to the approved DSM Resource Plan. Reports cover service highlights and course corrections within the current DSM plan.
4.5.5 IMPACT EVALUATION ENS will file impact evaluations for each program annually, produced by an independent third party DSM program evaluator.
AI summary ENS will file annual impact evaluations for each program, conducted by an independent third-party DSM program evaluator. This ensures objective assessment of program effectiveness.
4.5.6 PROCESS EVALUATION ENS will file process evaluations for individual programs, produced by an independent third party DSM program evaluator as necessary. Examples of instances in which a program-level evaluation would occur include ne...
AI summary ENS will file process evaluations for individual programs, conducted by an independent third-party DSM evaluator, when programs are newly created, have major changes, receive many recommendations, or show energy savings variance exceeding 25% of planned.
4.5.7 RATE AND BILL IMPACT ANALYSIS ENS will file its historical Rate and Bill Impact Analysis (RBIA) by October 31st of each year.[17](#page-27-2) The historical RBIA estimates the high-level, long-term impact to rates and bills of all DS...
AI summary ENS will file historical Rate and Bill Impact Analysis (RBIA) reports annually by October 31st, covering DSM activities up to the previous year. Forward-looking RBIA reports will also be submitted with each DSM Resource Plan to estimate long-term rate and bill impacts of proposed DSM initiatives.
4.6 DEMAND SIDE MANAGEMENT ADVISORY GROUP The DSM Advisory Group is a forum to provide strategic or directional advice and stakeholder perspectives on current or emerging DSM issues including, but not limited to, issues identified in UARB...
AI summary The Demand Side Management (DSM) Advisory Group serves as a forum to provide strategic and directional advice on DSM issues, including those identified in UARB Orders related to Demand Side Management.
M06733 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 I...
AI summary EfficiencyOne seeks approval for a supply agreement with Nova Scotia Power Inc. (NSP) and the 2016-2018 Demand Side Management (DSM) Plan. Co-applicants EfficiencyOne and NSP have reached consensus on key terms, reserving the right to amend positions based on further evidence. The application is governed by the Public Utilities Act and reviewed by the Utility and Ratepayer Board (UARB).
1) EST ABLI SHM ENT OF A STANDARDIZE D FILING FOR FUTU RE APPLICATIONS T O A PPROV E A DSM SUPPLY A GREEMENT - a) The Parties agree to the establishment of a standardized filing for future applications, the substance of which will be vette...
AI summary Parties agree to establish a standardized filing for future DSM supply agreement applications, including program descriptions, energy savings data, cost-effectiveness analysis, and rate impact details. The template will be reviewed by the DSM Advisory Group, with EfficiencyOne allowed to add relevant information.
4) COST ALLOCATION - 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 of t...
AI summary Parties agree to collaboratively develop DSM cost allocation models by October 31, 2015, covering 2015, 2016-2018 allocations, 2014 RSA, and mid-course adjustments. This does not restrict NSP's discretion to apply to UARB regarding DSM cost accounting and recovery mechanisms.
6) RATE AND BILL IMPACT ANALYSIS - a) As with prior filings of its rate and bill impact analysis, EfficiencyOne agrees to develop, in consultation with the DSM Advisory Group, assumptions to its rate and bill impact analysis. This will inc...
AI summary EfficiencyOne agrees to collaborate with the DSM Advisory Group to develop rate and bill impact analysis assumptions, including fixed cost contributions, and to file historical analyses annually by October 31. These commitments aim to ensure transparency and consistency in future filings.
7) R ES OLUTION 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 items will be escalated to the UARB for determination.
Filing has historically triggered a regulatory process. Year Report/ Process Filing Timeframe Inclusions 2015 Annual Progress Report End of March • Summary of 2015 context, activities and milestones achieved • 2015 investment by rate class...
AI summary The document outlines historical regulatory processes triggered by filings, including annual progress reports, evaluation reports, and financial statements. These filings include details on program performance, investments, and updates to DSM plans.
IN THE MATIER OF: THE PUBLIC UTILITIES ACT And IN THE MATIER OF: An application by EfficiencyOne far Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between EfftciencyOne ("El ")and Nova Scotia Power I...
AI summary This document outlines an application by EfficiencyOne for the approval of a Supply Agreement with Nova Scotia Power Inc. for electricity efficiency and conservation activities from 2016 to 2018. EfficiencyOne is the franchise holder under the Public Utilities Act, and both parties have filed evidence and responded to information requests. The parties have reached a consensus on the terms of the agreement, with the right to amend based on further evidence.
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 $121.5 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 DSM activities from the proposed $121.5 million to $113.5 million over the 2016-2018 contract period, with specific allocations for each year.
3) EFFICIENCY0NE PERFORMANCE TARGETS a) EfficiencyOne's cumulative energy and demand savings targets shall be 405.9 GWh and 62.5 MW respectively, as set out in EfficiencyOne'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, based on its 2016-2018 DSM Resource Plan filing. These targets are established as part of the regulatory proceeding.
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 DSM programs will follow EfficiencyOne's 2016-2018 DSM Resource Plan filing.
5) DSM EXPENDITURE JUSTIFICATION CRITERIA a) The parties agree to discuss the potential development of DSM Expenditure Justification Criteria (DSMEJC) within the DSM Advisory Group.
AI summary Parties agree to discuss developing DSM Expenditure Justification Criteria (DSMEJC) within the DSM Advisory Group (DSMAG) as part of regulatory proceedings.
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 through the DSM Advisory Group to achieve consensus on methodology and assumptions for cost-effectiveness screening tests applied to future DSM Resource Plans.
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 text emphasizes equitable access to Demand Side Management (DSM) programs for low-income and marginally viable customers, noting their higher service costs. It mandates cost-effectiveness screening to account for these additional expenses, ensuring fair participation opportunities.
1 0) NS POWER'S CHARlTABLE CONTRIBUTION - a) The parties encourage Nova Scotia Power to provide the evaluated results of its low income program to the Board and to stakeholders on an annual basis and to coordinate administration and evalua...
AI summary Parties urge NS Power to annually report low-income program results to the Board and stakeholders, coordinating with EfficiencyOne. They agree DSM activities from NS Power's charitable contribution will not affect EfficiencyOne's performance targets.