Topic:"Demand Side Management" in M09096

s they are in the nature of Excel Models: - Appendix A, Technical Tables; - Appendix B, rate impact models for both Preferred Plan and Alternate Scenario - Appendix F, HST refund by rate class values EfficiencyOne's Annual Progress Report...

AI summary The document outlines EfficiencyOne's Annual Progress Report and Evaluation Reports, to be filed by March 31, 2019. It also discusses the DSM Supply Agreement between EfficiencyOne and NS Power, governed by the Public Utilities Act and the Electricity Efficiency and Conservation Restructuring (2014) Act, with updated terms for the 2020-2022 term.

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 Supply Agreement for Electricity Efficiency and Con...

AI summary EfficiencyOne seeks approval for a supply agreement with Nova Scotia Power Inc. (NSP) involving Electricity Efficiency and Conservation Activities (EECA) and a 2020-2022 Demand Side Management (DSM) Resource Plan. The proceeding is under the Public Utilities Act, R.S.N.S. 1989, c. 380, as amended.

NOTICE OF APPLICATION TO: The Nova Scotia Utility and Review Board ("UARB" or "the Board") - 1. EfficiencyOne is the holder of the Franchise issued by the Minister of Energy on November 28, 2014 effective January 1, 2015, to provide electr...

AI summary EfficiencyOne seeks approval from the Nova Scotia Utility and Review Board for a three-year Supply Agreement with NS Power (2020–2022), including a Demand Side Management plan and a Lifetime Energy Savings Performance Target. The application references the Public Utilities Act and asserts the Order is in the public interest.

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 by EfficiencyOne for Approval of the 2020-2022 Supply Agreement for Electricity Efficiency and Conservation...

AI summary EfficiencyOne seeks approval for a 2020-2022 supply agreement with Nova Scotia Power Inc. (NSP) under the Public Utilities Act, including establishment of a final agreement and approval of a Demand Side Management (DSM) Resource Plan for electricity efficiency and conservation activities.

3 Approval of Preferred Plan 4 5 EfficiencyOne requests approval by the Nova Scotia Utility and Review Board (the 6 "Board"), of its Preferred DSM Plan for the term 2020 through 2022 (the "Preferred 7 Plan"), which is attached hereto as Ap...

AI summary EfficiencyOne seeks approval from the Nova Scotia Utility and Review Board for its 2020-2022 Preferred DSM Plan, aiming to deliver 141 GWh of energy savings annually through cost-effective initiatives. The plan emphasizes affordability and a balanced portfolio of energy efficiency programs.

19 Approval of Supply Agreement with NS Power 20 21 EfficiencyOne also requests the Board's approval of its form of Supply Agreement with 22 Nova Scotia Power Inc. ("NS Power"). The operating terms and conditions of the 23 Supply Agreement...

AI summary EfficiencyOne seeks Board approval for a revised Supply Agreement with Nova Scotia Power Inc. (NSP), aligning with prior 2016–2018 and 2019 DSM Plans but adding a 'lifetime energy savings' performance target and updated reporting requirements under the Standardized Filing Framework.

1 Approval of Lifetime Energy Savings Performance Target 2 3 EfficiencyOne further requests the Board's approval to implement a new Performance 4 Target: Lifetime Energy Savings. 5 6 EfficiencyOne proposes this target be included as a meas...

AI summary EfficiencyOne requests the Board's approval to implement a new DSM performance target: Lifetime Energy Savings. This metric evaluates energy savings over a measure's lifetime, complementing existing annual targets. It aims to ensure long-term savings considerations in future DSM planning.

19 Good Faith Negotiations 20 21 EfficiencyOne and NS Power have engaged in negotiations aimed at reaching general 22 agreement with respect to the level of energy savings and investment for the 2020-2022 23 DSM Plan. Despite these good fa...

AI summary EfficiencyOne and NS Power engaged in good faith negotiations to agree on energy savings and investment levels for the 2020-2022 DSM Plan. Despite efforts, no agreement was reached, prompting EfficiencyOne to submit evidence supporting their Preferred Plan as the best value for Nova Scotians over the next three years.

city-Future.pdf>](https://energy.novascotia.ca/sites/default/files/Our-Electricity-Future.pdf) at p 18. 10 Corporate Research Associates, "Autumn 2018 Atlantic Quarterly" 1 Approval of the Preferred Plan is key to ensuring Nova Scotia's go...

AI summary Nova Scotia's approval of the Preferred Plan is critical for achieving electricity efficiency goals, aligning with the Standardized Filing Framework developed by EfficiencyOne, NS Power, and stakeholders. The framework ensures consistent DSM Plan filings, balances multiple DSM aspects, and integrates with Nova Scotia Power's Integrated Resource Plan (IRP) to guide EfficiencyOne's preferred DSM plan.

3. PREFERRED DSM PLAN

AI summary The section titled 'Preferred DSM Plan' outlines considerations for demand-side management strategies within Nova Scotia's regulatory framework. Key acronyms include DSM, EECA, HST, NSP, and IRP, though no detailed arguments or specific proposals are present in the provided text.

3.1 Summary The Preferred Plan sets out the level of energy and demand savings which will provide the best value for Nova Scotians at an affordable investment level while delivering a carefully balanced portfolio that has been developed th...

AI summary The Preferred Plan aims to provide affordable energy and demand savings through enhanced programs and new initiatives, targeting underserved markets and increasing energy savings from non-lighting measures. It is projected to achieve 141 GWh of annual energy savings over three years with an investment of approximately $43 million per year.

Table 1: 2020-2022 Preferred Plan Performance Metrics Year Investment ($ million) Lifetime Benefits ($ million) a First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Weighted- Average Measure Life (years) Peak Demand Savings (MW)...

AI summary Table 1 presents performance metrics for the 2020-2022 Preferred Plan, including investment, energy savings, and cost tests. The data shows increasing investment and energy savings over the years, with metrics such as lifetime benefits, peak demand savings, and TRC/PAC tests.

11 Key Considerations that informed the Preferred Plan 12 - 13 EfficiencyOne was guided by three key considerations in developing the Preferred 14 Plan: - 15 Maximizing Energy Savings (customer value); - 16 Ensuring a Balanced Portfolio (c...

AI summary EfficiencyOne developed the Preferred Plan based on three key considerations: maximizing energy savings, ensuring a balanced portfolio, and establishing an appropriate investment level. The plan aims to increase energy savings from 1.2% to 1.3% annually, resulting in approximately 141 GWh of savings per year, with an average annual cost of $43 million.

1 Each of these considerations is discussed in further detail below. 2 3 4. DETERMINING THE APPROPRIATE LEVEL OF ENERGY SAVINGS 4 5 Energy savings of approximately 141 GWh per year, over the 3-year DSM Plan period 6 is the appropriate leve...

AI summary The document discusses determining the appropriate level of energy savings for the 2020–2022 DSM Plan, citing the 2014 Integrated Resource Plan, industry trends, and other factors such as DSM Supply Sector capacity and the 2018 Load Forecast as key considerations.

6 4.1.2 What Role did the 2014 IRP Play in establishing the appropriate level of energy 7 savings in the Preferred Plan? 8 9 The level of energy savings identified in the IRP Preferred Resource Plan establishes 10 an objective DSM target w...

AI summary The 2014 IRP established a long-term DSM target of 141 GWh/year in the Preferred Plan, aligning with Mid-Level DSM to maximize ratepayer benefits. Flat or declining targets risk uneconomic decisions, as noted by the Board during the 2014 IRP process. The Preferred Plan's energy savings are deemed optimal for Nova Scotians.

3 4.2.1 Lost DSM Savings Opportunities to Nova Scotians 4 5 For the period 2015 through 2019, the average annual Board-approved energy savings 6 target from DSM was 130.9 GWh/year. The approved level of energy savings is below 7 the averag...

AI summary From 2015 to 2019, the average annual Board-approved energy savings target from DSM was 130.9 GWh/year, which is below the Mid-Level DSM savings of 170.0 GWh/year. This shortfall has caused Nova Scotia to fall behind in realizing the benefits of optimal energy savings through DSM as identified in the 2014 IRP.

12 13 Table 2: Comparison of mid-level and Board-approved levels of DSM energy 14 savings First-Year Energy Savings (GWh) Year Mid-Level DSM Board Approved Variance - GWh Variance % 2015 164.0 121.2 42.8 26% 2016 171.0 133.1 37.9 22% 2017...

AI summary Table 2 compares mid-level and Board-approved levels of DSM energy savings from 2015 to 2019. The mid-level savings consistently exceed the Board-approved levels, with variances ranging from 20% to 26% over the five-year period.

16 For each year that DSM investment falls short of the Mid-Level DSM, Nova Scotia 17 ratepayers are left with lost energy saving opportunities, and it becomes less and less 18 likely they will ever realize the full benefits of Mid-Level D...

AI summary The text highlights the importance of achieving energy savings targets outlined in the Mid-Level DSM to avoid lost opportunities for ratepayers. It emphasizes the need for Nova Scotia to align the next 3-year DSM Plan with the 2014 IRP levels to realize long-term benefits.

the IRP levels before 23 additional energy savings benefits are lost to Nova Scotians. Unless the energy savings 24 targets in the next 3-year DSM Plan begin to move toward the 2014 IRP levels, there 1 is little opportunity for Nova Scotia...

AI summary The text highlights that failing to adjust DSM Plan targets toward 2014 IRP levels will result in lost energy savings for Nova Scotians. It emphasizes industry trends, including diversification beyond lighting savings and increasing energy savings as a percentage of electricity generation, which support the Preferred Plan's approach despite higher costs.

"> 23 David Hill Direct Evidence February 27, 2019, page 17, lines 3-5. 24 David Hill Direct Evidence February 27, 2019, page 25, lines 22-25. 25 David Hill Direct Evidence February 27, 2019, page 8, lines 19- 21. 26 supra 27 supra Scoreca...

AI summary Nova Scotia's approved annual DSM energy savings (1.2% of generation) lag behind the national average (2%), leading to missed cost savings from the IRP. The Board's approved levels are declining, denying Nova Scotians opportunities for long-term savings.

Year Board Approved (GWh) % of Electricity Generation 2015 121.2 1.1 2016 133.1 1.2 2017 136.5 1.3 2018 136.3 1.2 2019 127.2 1.1 Five-year average 130.9 1.2 The Preferred Plan makes a correction to this trend with a modest move from 1.2 pe...

AI summary The Preferred Plan adjusts the DSM targets from 1.2 percent to 1.3 percent of total annual electricity generation over a three-year period, resetting the direction of the targets to align with current trends.

11 Other Considerations 12 13 In addition to the above factors, EfficiencyOne considered DSM supply sector capacity 14 and NS Power's 2018 Load Forecast in determining the appropriate level of energy 15 savings. 16

AI summary EfficiencyOne evaluated DSM supply sector capacity and NS Power's 2018 Load Forecast to determine appropriate energy savings levels. This consideration is part of broader analyses in the regulatory proceeding.

17 4.4.1 DSM Supply Sector Capacity 18 19 Determining the appropriate level of energy savings necessitates a consideration of how 20 much DSM capacity is available in Nova Scotia. 21 22 Nova Scotians have benefited from a robust developmen...

AI summary Nova Scotia's DSM sector is deemed robust, with EfficiencyOne asserting current capacity can handle increased DSM from 1.2% to 1.3% of electricity generation. Reducing investment risks harming the DSM supply community, which operates on mid-to-long term planning horizons.

1 4.4.2 2018 Load Forecast 2 3 NS Power's 2018 load forecast provided an outlook on the energy and peak demand requirements of in-province customers for the 2019 through 2028 period. [30](#page-28-1) 4 The load 5 forecast forms the basis f...

AI summary NS Power's 2018 load forecast outlines energy and peak demand needs for 2019–2028, relying on IRP Base-Level DSM rather than the optimal Mid-Level DSM. EfficiencyOne's Preferred Plan identifies the minimal required energy savings (130.5 GWh annually) as insufficient compared to Mid-Level DSM. The forecast underpins NS Power's fuel supply and investment planning.

1 5. BALANCED PLAN APPROACH 2 3 After determining that 141 GWh/year for 2020 to 2022 provided the best value to Nova 4 Scotians, EfficiencyOne considered how to deliver this level of energy savings in a 5 manner that would best meet the ne...

AI summary EfficiencyOne developed a Preferred Plan with a balanced portfolio design to deliver 141 GWh/year of energy savings from 2020 to 2022, aligning with the 'Balanced Plan Approach' in the Standardized Filing Framework. This approach ensures responsiveness to customer needs, regulatory requirements, and equitable delivery of energy and demand savings.

31 M06733, June 20, 2016 Settlement agreement, s. 4.3.1 1 The application of these principles has resulted in some particularly focused initiatives 2 which are prominent in the Preferred Plan including: - 4 diversifying beyond savings from...

AI summary The text refers to a settlement agreement from June 20, 2016, and discusses initiatives resulting from the application of certain principles, particularly focused on diversifying beyond savings from lighting in the Preferred Plan.

15 5.1.1 How has the lighting transition impacted energy savings in Nova Scotia? 16 17 The energy market in Nova Scotia has evolved since initial DSM efforts began in the 18 Province. Efficient lighting initiatives in the Residential secto...

AI summary The lighting transition in Nova Scotia has led to a significant decline in energy savings from lighting measures. Efficient lighting technologies have become more widespread, reducing the potential for future savings. This trend is consistent with industry projections and has led to changes in rebate programs, such as the discontinuation of rebates for A-series lamps in 2019.

Percent of Savings from Lighting Program Program Component 2015 2016 2017 Business Energy Rebates 84% 84% 86% Small Business Energy Solutions 87% 73% 80% BNI Custom 20% 9% 14% Energy Management Information Systems 0% 0% 0% Strategic Energy...

AI summary The table outlines the percentage of savings from lighting across various energy efficiency programs in Nova Scotia from 2015 to 2017. It shows that programs like Business Energy Rebates and Instant Savings achieved high savings rates, while others such as Strategic Energy Management and Green Heat had zero savings. The text also references evidence from David Hill's testimony in a regulatory proceeding.

2016-2018 (2018 not finalized) First Year Energy Savings (GWh) First Year Energy Savings (GWh) Lighting Removed Fully Allocated Spend ($M) Fully Allocated Spend ($M) Lighting Removed Fully Allocated Unit Cost ($/kWh) Fully Allocated Unit C...

AI summary The table presents energy savings and costs associated with various programs from 2016 to 2018, including residential, BNI, and Enabling Strategies initiatives. It outlines energy savings in gigawatt-hours, fully allocated spend in millions of dollars, and unit costs per kilowatt-hour.

13 This increase in unit cost is consistent with the lighting transformation experienced 14 across the industry. Implementing lighting measures is relatively inexpensive. 15 Accordingly, as lighting measures decrease as a percentage of the...

AI summary The increase in unit cost is attributed to the decreasing role of lighting measures in the DSM portfolio and the need for higher investment in more complex non-lighting measures. This trend requires increased customer engagement and information sharing to stimulate the market for these measures.

3 5.2.1 What barriers to accessibility are addressed by the Preferred Plan and how? 4 5 EfficiencyOne has identified underserved markets and barriers to accessing DSM 6 activities in both the Residential and BNI sectors. The Preferred Plan...

AI summary EfficiencyOne identified underserved markets and barriers to accessing Demand Side Management (DSM) activities in Residential and BNI sectors. The Preferred Plan addresses these by establishing initiatives and enhancing program design to reach previously underserved markets and remove accessibility barriers.

1 Table 6: Residential barriers to participation and mitigating strategies Program Program Component Brief Description of Program Component Target Market Segment Barriers Addressed in Preferred Plan and How EFFICIENT PRODUCT REBATES Applia...

AI summary Table 6 outlines residential barriers to participation in the Efficient Product Rebates program and strategies to mitigate them. Key barriers include affordability, awareness, short decision periods, and lack of trust. Mitigation strategies include financial incentives, marketing across Nova Scotia, and delivery agent support for appliance replacement.

1 Table 7: BNI barriers to participation and mitigating strategies Program Program Component Brief Description of Program Component Target Market Segment Barriers Addressed in Preferred Plan and How CUSTOM Custom Customized incentives for...

AI summary Table 7 outlines barriers to participation in the BNI program and strategies to mitigate them. Key barriers include upfront costs, internal competition for capital, payback periods, time and capacity constraints, and lack of internal commitment and technical expertise. Mitigating strategies include financial incentives, rebates, financing, and technical assistance.

16 Maintaining Business Relationships and Maintenance of Market Presence 17 18 Maintaining the business relationships and market presence that EfficiencyOne has 19 developed over the years is critical to the continued success of DSM in Nov...

AI summary Maintaining EfficiencyOne's business relationships and market presence is critical for Nova Scotia's DSM success. The Preferred Plan balances existing programs with new initiatives, ensuring stable market conditions and partnerships with distributors, retailers, and contractors through programs like Residential Efficient Product Rebates and BNI Efficient Products Rebate. Marketing and training initiatives further strengthen these relationships.

24 Avoided Capacity Investments 25 26 2019 is the first year in which avoided cost of capacity from the 2014 IRP is greater 27 than zero. There is now an opportunity to derive value from investing in capacity 28 avoidance. The Preferred Pl...

AI summary The Preferred Plan emphasizes demand reduction initiatives over demand response to avoid capacity investments. These initiatives reduce peak demand, deferring or avoiding capacity investments and mitigating long-term rate impacts. The plan increases investment in demand reduction from $1 million in 2019 to $3.3 million annually, aiming to reduce demand by 20.7 MW over the 2020-2022 DSM Plan term.

9 Residential 10 11 Demand reduction in the Residential sector focuses on installing electric thermal 12 storage (ETS) units and electric storage domestic water heater timers in the Green Heat 13 and Home Energy Assessment program componen...

AI summary The Residential and BNI sectors focus on demand reduction via electric thermal storage (ETS) and water heater timers. These technologies enable passive peak demand savings, reduce customer inconvenience, and align with the Preferred Plan's goal of achieving 120.1 MW demand reduction by 2022 through increased investment in DSM initiatives.

25 5.4.1 Why does the Preferred Plan invest in Enabling Strategies? 26 27 Enabling Strategies improve DSM programs and services through innovation, increase 28 education and awareness about DSM programs and services that increase participa...

AI summary The Preferred Plan invests in Enabling Strategies to enhance Demand Side Management (DSM) programs through innovation, increase education and awareness, boost participation, and drive market transformation, providing tools for energy and cost savings in Nova Scotia.

30 o Determine potential for costs reduction (e.g., test effectiveness of remote 1 strategies in order for Nova Scotians to meet energy and demand savings targets now 2 and in the future. The Enabling Strategies set out in the Preferred Pl...

AI summary The document outlines strategies to help Nova Scotians meet energy and demand savings targets, emphasizing enabling strategies such as education, research, and pilot programs. Initiatives include testing new service delivery approaches, using AMI data, and exploring net-zero options for residential properties.

2 Table 8: DSM investment as a percentage of annual electric revenues Total Electric Revenues (NS Power Audited Financial Statements) $ million 2015 $ 1,389 2016 1,327 2017 1,309 2018 1,412 Total $ 5,437 Approved DSM Investment 2015 $ 39 2...

AI summary Table 8 shows NSP's DSM investment as a percentage of annual electric revenues from 2015-2018 (2.6%) and projects 3.0% for 2020-2022. The Preferred Plan's negligible impact on residential rates is noted, referencing Table 9.

2 Impact of $43 million vs. $35 million on a Residential Customer 2018 Residential Rate per kWh $ 0.15331 Amount % of total Amount of DSM included in 2018 - $35 million - per kWh $ 0.00383 2.5%a If DSM level was $43 million - per kWh $ 0.0...

AI summary The table compares the impact of different demand-side management (DSM) funding levels on residential electricity rates in 2018. A higher DSM level of $43 million results in a slightly higher rate per kWh compared to the $35 million level, with the difference attributed to the increased cost of DSM programs.

12 Is the Preferred Plan Affordable? 13 14 Affordability is recognized as a key factor in DSM planning. In its decision on the 15 2016-2018 DSM Plan, the Board stated it is "specifically directed by the 2014 amendments to the PUA to addres...

AI summary The document discusses the affordability of the Preferred Plan under Nova Scotia's DSM framework. The Board emphasized balancing short-term and long-term affordability, citing its 2015 decision (M06733) that exclusive focus on short-term costs harms ratepayers. The Preferred Plan is deemed affordable as it aligns with the Board's guidance on long-term benefits.

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

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

1 58 increase. 2 3 Further, the Preferred Plan's increase in unit cost compared to historical performance 4 as a result of diversification away from lighting is consistent with industry trends;59 5 therefore, this should not be used as a b...

AI summary The Preferred Plan's increased unit cost is attributed to diversification away from lighting, aligning with industry trends and not indicating a lack of cost-effectiveness. The plan's higher investment is justified by the evolving DSM market and is consistent with past expenditures. Utilizing HST savings to subsidize DSM investment is recommended, as it provides significant returns to ratepayers.

4 Other relevant considerations affecting the affordability of the proposed DSM Plan 5

AI summary The section discusses affordability considerations for the proposed DSM Plan, though no detailed content is provided in the text. Key acronyms include DSM, EECA, HST, NSP, IRP, TRC, PAC, PUA, ACEEE, HEA, SBES, and AMI.

6 6.3.1.1 How does the level of DSM investment in the Preferred Plan compare to other 7 expenditures by NS Power? 8 9 The proposed level of DSM investment in the Preferred Plan equates to only 3 percent 10 of NS Power's total revenue, yet...

AI summary The proposed level of DSM investment in the Preferred Plan is only 3% of NS Power's total revenue, but it provides significant returns for ratepayers. Between 2015 and 2018, NS Power collected $5 billion from ratepayers while investing an average of 2.6% of that amount in DSM programs.

7 6.3.1.2 How does the Preferred Plan balance short term and long-term affordability? 8 9 A balanced and properly implemented DSM Plan resulting in real, long term cost 10 savings must be weighed against the rate impact of the plan in the...

AI summary The Preferred Plan balances short-term and long-term affordability by emphasizing energy efficiency as the lowest-cost fuel. While short-term rate impacts are considered, the plan focuses on long-term cost savings. Energy efficiency reduces fuel costs and lowers the fuel adjustment mechanism, benefiting all ratepayers.

63 2020-2022 Preferred DSM Plan at page 10. 64 ICF International, 30 May, 2014, Market Trends for the Supply & Demand of Electricity in Nova Scotia 65 NS Power Financial Statements MDA Page 9 Fuel Generation and Purchased Power 1 7. PERFOR...

AI summary The document references the 2020-2022 Preferred DSM Plan and discusses performance targets used to evaluate the success of EfficiencyOne in implementing the approved DSM Plan.

15 Established Performance Targets 16 17 The Standardized Filing Framework establishes the performance targets and thresholds 18 that EfficiencyOne is to meet in executing the approved DSM Plan. These Established 19 Performance Targets are...

AI summary The Standardized Filing Framework sets performance targets for EfficiencyOne under the approved DSM Plan, requiring cumulative annual energy and peak demand savings. Compliance is evaluated over the Board-approved Supply Agreement period, with 90% achievement on each target deemed substantial compliance.

3 7.2.1 The Benefit of a Lifetime Energy Savings Target 4 5 The impact of a DSM Plan on ratepayers should be clear. Lifetime Energy Savings, as 6 a Performance Target, provides a direct link to the long-term ratepayer benefits 7 ultimately...

AI summary EfficiencyOne proposes adding Lifetime Energy Savings as a Performance Target for the 2020-2022 DSM Plan to better measure its long-term benefits to ratepayers. This would provide a clearer link between the plan's outcomes and ratepayer impacts.

15 16 While annual energy and demand savings provide useful information on the annual 17 level of DSM resources acquired (e.g. energy and capacity savings), Lifetime Energy 18 Savings provides additional useful information which is more cl...

AI summary The text discusses the importance of Lifetime Energy Savings as a more accurate measure of the long-term benefits of Demand Side Management (DSM) programs compared to annual energy savings. It highlights how different lifetimes of DSM measures can significantly impact lifetime energy savings and, consequently, the total ratepayer benefits.

1 8. ALTERNATE SCENARIO 2 3 EfficiencyOne has been directed by the Board to provide one or more alternate 4 scenarios of DSM budgets for the Board to consider. NS Power has been directed to 5 provide rate impact analysis on those scenarios...

AI summary EfficiencyOne is required to provide alternate DSM budget scenarios for the Board's consideration, while NS Power must analyze their rate impacts. The alternate scenario aims to offer a lower-cost plan.

23 Table 12: Alternate Scenario performance metrics Year Investment ($ million) Lifetime Benefits ($ million) a First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Weighted-Average Measure Life (years) Peak Demand Savings (MW) To...

AI summary Table 12 presents performance metrics for alternate scenarios, showing investment, energy savings, and cost tests from 2020 to 2022. It highlights increasing investments and benefits over time, with consistent energy savings and improvements in cost tests.

25 Currency is expressed in nominal dollars. Columns may not add correctly, due to rounding. Annual avoided costs of energy and 26 capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmis...

AI summary The text discusses currency expressed in nominal dollars and mentions annual avoided costs of energy and capacity provided by NS Power from the 2014 IRP using the Base level of DSM. It notes that columns may not add correctly due to rounding.

1 2 3 4 5 6 distribution were provided by NS Power in 2018. a Lifetime benefits are expressed as the net present value of the avoided costs, including energy, capacity, transmission and distribution, over the life of the program measures,...

AI summary The text discusses the distribution data provided by NS Power in 2018, including lifetime benefits and cost calculations for energy efficiency programs. It also references a successful appeal by ENS regarding HST refunds related to investment tax credits for the period 2010 to 2015.

16 Assets acquired on or after Implementation Date 17 8. Any assets of the Corporation acquired on or after the Implementation Date 18 must be transferred to Nova Scotia Power Incorporated for the benefit of the 19 customers of Nova Scotia...

AI summary The text discusses the transfer of assets acquired by the Corporation on or after the Implementation Date to Nova Scotia Power Incorporated for customer benefit. It also outlines a proposal by EfficiencyOne to apply an HST refund across the 2020–2022 DSM Plan to reduce required investment and enhance affordability.

14 15 Figure 3: Proposed allocation of HST refund to rate classes y Total HST By Rate Class Present Value of Reinvestment of HST in 2020-2022 DSM Resource Plan1 Net Present Benefit of Reinvestment ($) Relative Share ($) Relative Share ($)...

AI summary The document presents a proposed allocation of the HST refund across different rate classes, showing the total HST by rate class, the present value of reinvestment in the 2020-2022 DSM Resource Plan, and the net present benefit of reinvestment for each rate class.

1 10. ADDITIONAL CONSIDERATIONS IN PLANNING AND DEVELOPMENT 2 3 Improve the Accuracy of the Avoided GHG Estimates 4 In approving the 2019 DSM Plan[68](#page-68-3) 5 , EfficiencyOne was directed to improve the 6 accuracy of the avoided GHG...

AI summary EfficiencyOne is directed to improve avoided GHG estimates in the 2019 DSM Plan by refining methodologies. Two approaches are proposed: short-term use of average emissions rates and long-term development of load shapes with time-based emissions factors. Collaboration with Nova Scotia Power is ongoing to refine these methods.

22 Incorporate the Value of Avoiding C02 Emissions in its DSM Cost Effectiveness 23 24 In its Reply Submissions, filed in support of the 2019 Demand Side Management 25 (DSM) Resource Plan, EfficiencyOne agreed to study opportunities to inc...

AI summary EfficiencyOne agrees to study incorporating the value of avoided CO2 emissions into its DSM cost effectiveness screening. It also explains that its eTRM is an operationalized system integrated with IT infrastructure, which cannot be printed or shared like a traditional TRM, but stakeholders were provided with a detailed overview and demonstration.

69 M08604 EfficiencyOne 2019 DSM Plan and Supply Agreement, Board Order 1 Appendix H includes the full presentation. 2 3 Develop an Improved Rate and Bill Impact Analysis 4 5 As agreed in the (Non-Quantum) Settlement Agreement to the 2016-...

AI summary EfficiencyOne is filing a forward-looking Rate and Bill analysis for the 2020-2022 DSM Resource Plan, showing that expected rate and bill effects are in line with previously approved DSM from 2011-2019. The plan relies on avoided utility costs from the 2014 IRP and includes an estimate of Transmission and Distribution avoided costs.

1 11. CONCLUSION 2 3 EfficiencyOne submits that the Preferred Plan is the DSM plan which best serves the 4 interests of Nova Scotians. The Preferred Plan has been built around three primary 5 considerations affecting customers: (1) need; (...

AI summary EfficiencyOne argues that the Preferred Plan, a Demand Side Management (DSM) plan, best serves Nova Scotians by addressing need, value, and affordability.

7 Need 8 The 2014 IRP is the appropriate evidence-based utility planning tool to identify the 9 level of DSM that is in the best interest of Nova Scotians. The Preferred Resource Plan 10 establishes the optimal level of DSM that results in...

AI summary The 2014 IRP is highlighted as the appropriate tool for determining optimal DSM levels in Nova Scotia, with EfficiencyOne's 2020-2022 plan correcting a trend away from this. The increase from 1.2% to 1.3% of total annual electricity generation is deemed a responsible step toward achieving optimal DSM, reducing long-term costs for ratepayers.

17 Value - 18 Consistent with the Standardized Filing Framework, the Preferred Plan adopts a 19 Balanced Plan Approach which incorporates multiple factors of DSM for the benefit of 20 customers. The application of these principles has resu...

AI summary The Preferred Plan adopts a Balanced Plan Approach incorporating multiple factors of Demand Side Management (DSM) to benefit customers. It includes initiatives such as diversifying beyond lighting savings, improving accessibility, avoiding capacity investments, and managing rate and bill impacts.

Appendix A 2020-2022 DSM Resource Plan

AI summary The document outlines the 2020-2022 Demand Side Management (DSM) Resource Plan, focusing on energy efficiency initiatives and regulatory considerations under Nova Scotia Power Inc.'s (NSP) oversight.

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

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

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

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

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

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

2.1 Key Considerations - An evidence-based approach was used to develop the Preferred Plan and was informed by the following three key considerations: - Customer Value: determine the appropriate level of energy savings; - Customer Need: de...

AI summary The Preferred Plan is developed using evidence-based approaches focusing on customer value, need, and affordability. It leverages data from NS Power's 2014 IRP, NSUARB decisions, DSM plans, and stakeholder input. The plan aims to reduce utility costs by aligning with mid-level DSM investments from Navigant's study, ensuring balanced short-term and long-term cost efficiency.

4 Modelling 5 6 The "Model" is a DSM portfolio design tool used to inform EfficiencyOne's DSM 7 Resource Plans. EfficiencyOne engaged Navigant Consulting to provide its ProCESS 8 short-term DSM planning tool for these purposes. 9 10 Naviga...

AI summary EfficiencyOne transitioned from the ELRAM model to Navigant's ProCESS tool for short-term DSM planning. ProCESS offers improved modeling structure, portfolio optimization, and faster output generation compared to ELRAM. The model uses input data like line loss factors, customer rates, and measure technical details to optimize DSM portfolios for the 2020-2022 Preferred Plan.

22 Model Constraints 23 24 As mentioned above, the model contains an optimization tool that assists in building a 25 DSM Resource Plan. The optimization tool requires an objective function and can be 26 bound by defined constraint paramete...

AI summary The model uses an optimization tool to build a Demand Side Management (DSM) Resource Plan, prioritizing utility and ratepayer benefits. A key constraint in the 2020-2022 Preferred Plan modelling process was ensuring no program had a Total Resource Cost (TRC) below 1.0.

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

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

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

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

2 3 The 2020-2022 Preferred Plan represents a comprehensive suite of programs and 4 service offerings for Nova Scotia electricity customers. The main goal of each program 5 is to help reduce electricity costs for consumers. Further objecti...

AI summary The 2020-2022 Preferred Plan aims to reduce electricity costs for consumers, increase awareness of energy efficiency, and promote the adoption of energy-efficient technologies. It outlines energy savings, CO2 reductions, and net system benefits over the plan period.

Table 2: 2020-2022 Preferred DSM Resource Plan Investment and Savings Yea ar Investment ($ million) Lifetime Benefits ($ million) a First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Weighted- Average Measure Life (years) Peak D...

AI summary Table 2 outlines the investment and savings from the 2020-2022 Preferred DSM Resource Plan, including annual investments, lifetime benefits, energy savings, and cost tests. The data highlights consistent growth in investments and savings over the three-year period.

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

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

Table 3: 2020 Preferred DSM Resource Plan Investment and Savings 2020 Investment ($ million) Lifetime Benefits ($ million) a First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Total Resource Cost Test (T...

AI summary Table 3 outlines the 2020 Preferred DSM Resource Plan investment and savings, detailing program investments, energy savings, and cost tests for residential and business programs in Nova Scotia. It highlights investments in efficient product rebates, custom incentives, and enabling strategies, along with their associated lifetime benefits and energy savings.

Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2018. & lt;sup>a Lifetime benefits are expres...

AI summary Annual avoided costs of energy and capacity from the 2014 IRP using the Base level of DSM were provided by NS Power, along with avoided costs of transmission and distribution from 2018. The text describes metrics like TRC and PAC, which are benefit/cost ratios, and highlights EfficiencyOne's planned participation by low-income customers.

Table 4: 2021 Preferred DSM Resource Plan Investment and Savings 2021 Investment ($ million) Lifetime Benefits ($ million) a First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Total Resource Cost Test (T...

AI summary Table 4 outlines the 2021 Preferred DSM Resource Plan investment and savings, detailing program investments, lifetime benefits, energy savings, and cost tests for residential and non-residential DSM programs in Nova Scotia.

Annual avoided costs of energy and capacity were provided by NS Power, from the 2014 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2018. & lt;sup>a Lifetime benefits are expres...

AI summary The text discusses annual avoided costs of energy and capacity from the 2014 IRP using the Base level of DSM, as well as avoided costs of transmission and distribution from 2018. It also references metrics such as TRC and PAC, which are benefit/cost ratios used to evaluate program effectiveness.

Table 5: 2022 Preferred DSM Resource Plan Investment and Savings 2022 Investment ($ million) Lifetime Benefits ($ million) a First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Total Resource Cost Test (T...

AI summary Table 5 outlines the 2022 Preferred DSM Resource Plan Investment and Savings, detailing investments, benefits, and energy savings across residential and non-residential programs. It includes metrics like TRC and PAC, and highlights the total investment and savings for various initiatives.

6 Table 6: Preferred Plan: Residential Sector Offerings Program Program Target Delivery Enhancements Component Market Approach in 2020-2022 Segment Plan Residential Appliance Residential Turn-key New Appliance • Efficient Retirement (rente...

AI summary Table 6 outlines residential sector offerings under the Preferred Plan, including appliance retirement, instant savings, home energy assessments, and new programs for multifamily housing and non-profit organizations. The table highlights delivery approaches, target markets, and enhancements planned for 2020-2022.

6 4.1.1 Overview 7 The Residential Efficient Product Rebates program provides residential customers 3 access to financial incentives for consumer products through retail channels and to retire and/or replace old inefficient appliances. The...

AI summary The Residential Efficient Product Rebates program includes Appliance Retirement (retiring inefficient appliances with financial incentives) and Instant Savings (point-of-sale rebates for energy-efficient products). Appliance Retirement also offers free replacements for low-income customers via the HomeWarming program, while Instant Savings collaborates with retailers for in-store engagement.

• outdoor heavy-duty timer; 1 clotheslines; • 2 room air purifier; • 3 clothes washers; • 4 clothes dryers; • 5 refrigerators; • 6 smart thermostats for electric heating; • 7 dehumidifiers; • 8 energy efficient showerheads; • 9 variable sp...

AI summary The document outlines the implementation strategy for the Residential Efficient Product Rebates and Appliance Retirement programs, detailing delivery approaches such as self-serve, turn-key, and agent-based methods. It also describes the Instant Savings program's engagement with retailers and delivery agents to promote energy-efficient products.

5 4.1.9 Program Alternatives 6 EfficiencyOne considered the same key principles in both the development of the 2020- 2022 Preferred DSM Resource Plan and alternate scenario. The significant difference between the Alternate scenario and Eff...

AI summary EfficiencyOne compared its 2020-2022 Preferred DSM Resource Plan with an alternate scenario, noting reduced participation levels and energy savings in the alternate scenario. Table 9 highlights differences in the Residential Efficient Product Rebates program between the two scenarios.

Table 9: 2020-2022 Residential Efficient Product Rebates Performance Indicators - Comparison of Preferred and Alternate Plans Scenario Year Investment ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Sa...

AI summary Table 9 compares the performance indicators of the Preferred and Alternate plans for residential efficient product rebates from 2020 to 2022, showing metrics like investment, energy savings, and cost tests. The Alternate plan shows slightly lower investment and savings compared to the Preferred plan across all years, with consistent -11% variance in most metrics.

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

AI summary The Existing Residential program offers residential customers energy efficiency and demand reduction upgrades through five components, including Affordable Multi-Family Housing, Efficient Product Installation, and Home Energy Assessments. The program targets low-income renters and non-profits, providing technical and financial support. TRC and PAC are defined as benefit/cost ratios for evaluating program effectiveness.

Demand Reduction Measures Demand reduction initiatives are being introduced as part of the broader DSM portfolio in the Preferred Plan. These initiatives are meant to build on the demand reduction pilot beginning in 2019. Demand reduction...

AI summary Nova Scotia Power Inc. (NSP) is introducing demand reduction measures as part of the Demand Side Management (DSM) portfolio in the Preferred Plan, building on a 2019 pilot. Measures include ETS units and electric storage hot water heater timers under the Green Heat and Home Energy Assessment programs.

4.2.3 Objectives - Objectives of the Existing Residential program include: - increase customer awareness of cost-effective energy efficient options; - improve the energy performance of residential dwellings within Nova Scotia; - improve ho...

AI summary The Existing Residential program aims to increase energy efficiency awareness, improve residential energy performance, reduce energy poverty, and lower energy use in First Nations communities. It seeks long-term savings, customer engagement, and adoption of peak-demand-reducing equipment across Nova Scotia.

Program History The Existing Residential program has been operating in various forms since Efficiency Nova Scotia Corporation became Nova Scotia's DSM Administrator. The oldest component, Home Energy Assessment, was inherited from Conserve...

AI summary The Existing Residential program has evolved over time, with changes to its name, eligible measures, and financing options. Key components like Home Energy Assessment, Green Heat, and Efficient Product Installation have undergone multiple revisions to improve energy efficiency and accessibility. The program has incorporated federal and provincial support and adapted to customer feedback and market changes.

incandescent lights), thermostatic shower valves, and clotheslines. 1 In 2018, EfficiencyOne launched the First Nations Home Energy Efficiency pilot with funding from both the Province of Nova Scotia and DSM, supporting non-electric and el...

AI summary In 2018, EfficiencyOne initiated a pilot program to support energy efficiency upgrades in First Nations homes in Nova Scotia, with funding from the Province and DSM. The first phase of the pilot, ending in spring 2019, aimed to reach 100 participants across 13 communities, with a second phase expected to continue through 2019.

4.2.5 Program Design

AI summary The section discusses program design within a Nova Scotia regulatory proceeding, involving entities like Nova Scotia Power Inc. (NSP) and Efficiency Nova Scotia (ENS), with focus on demand-side management (DSM), cost tests (TRC, PAC), and energy efficiency initiatives. Key topics include program administration, resource cost analysis, and regulatory compliance.

Measures Promoted - The Existing Residential program offers financial and technical assistance in the following areas: - installation of low-cost energy efficiency products at no cost to customer; - direct engagement and education; - home...

AI summary The Existing Residential program provides financial and technical assistance for energy efficiency upgrades, including home assessments, rebates, and project management. It targets residential and multi-family housing, offering incentives for building envelope improvements, heating equipment, and demand reduction measures. Details are referenced in Attachment 1 of the 2020-2022 Preferred DSM Resource Plan.

4.2.9 Program Alternatives 2 4 5 6 7 1 EfficiencyOne considered the same key principles in both the development of the 2020-2022 Preferred DSM Resource Plan and alternate scenario. The significant difference between the Alternate scenario...

AI summary EfficiencyOne developed both a 2020-2022 Preferred DSM Resource Plan and an alternate scenario with reduced participation levels, leading to lower energy savings and investment. Table 12 illustrates these differences for the Existing Residential program.

1 4.3.4 Program Design Measures Promoted

AI summary The section discusses program design measures promoted in the proceeding, focusing on the structure and implementation of energy efficiency and demand-side management initiatives.

4.3.5 Implementation Strategy

AI summary The section outlines the implementation strategy for demand-side management and efficiency programs in Nova Scotia, involving key stakeholders and regulatory considerations. It references acronyms related to energy efficiency, utility regulation, and cost analysis frameworks.

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

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

Table 14: New Residential Performance Indicators - Comparison of Preferred and Alternate Plans Scenario Year Investment ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Total Resource Cost...

AI summary Table 14 compares the performance indicators of preferred and alternate plans for new residential energy efficiency initiatives. It includes metrics such as investment, energy savings, peak demand savings, and cost indicators for both scenarios over the years 2020 to 2022. The alternate plan shows slightly lower investment and energy savings compared to the preferred plan.

5. BUSINESS, NON-PROFIT AND INSTITUTIONAL PROGRAMS AND The Preferred Plan maintains a focus on delivering energy savings benefits to Nova Scotia business customers through a variety of effective programs. Over the 2016-2018 period, market...

AI summary The Preferred Plan focuses on expanding energy savings for Nova Scotia businesses by reducing reliance on lighting upgrades, increasing program accessibility, and promoting system-peak demand reduction. It addresses barriers like cost and complexity through enhanced support and expertise, building on 2019 changes that phased out lighting incentives.

3 Table 15: Preferred Plan: BNI Sector Offerings Program Program Target Market Delivery Enhancements Component Segment Approach in 2020-2022 Custom Custom Existing and new Facilitated and New system • Incentives construction BNI financial...

AI summary Table 15 outlines the BNI Sector Offerings under the Preferred Plan, detailing various energy efficiency programs, their target markets, delivery methods, and enhancements for the period 2020-2022. These include custom incentives, energy management systems, direct installation solutions, and product rebates aimed at reducing peak demand and promoting energy efficiency.

7 Efficient Product Rebates: Program Description 8

AI summary The document outlines the Efficient Product Rebates program, a component of Nova Scotia's energy efficiency initiatives. It likely details rebate structures, eligibility criteria, and administrative processes, though specific content is not provided in the excerpt.

9 5.1.1 Overview 10 The Efficient Product Rebates program provides BNI customers with financial 11 incentives for the installation of energy efficient and system-peak demand-reducing - equipment. The program focuses primarily on equipment...

AI summary The Efficient Product Rebates program offers BNI customers two rebate pathways for energy-efficient equipment: instant rebates through distribution partners and mail-in rebates, which may be adjusted based on project specifics. The program targets commercial, industrial, and institutional customers with predictable energy savings.

5.1.2 Enhancements in 2020-2022

AI summary This section outlines enhancements implemented between 2020-2022, focusing on regulatory and programmatic developments in Nova Scotia's energy sector, including updates to demand-side management, efficiency programs, and regulatory frameworks.

Demand Reduction Demand reduction initiatives are being introduced as part of the broader DSM portfolio in the Preferred Plan. These initiatives are meant to build on the 2019 demand reduction pilot. Demand reduction focused measures are i...

AI summary Demand reduction initiatives are part of the Preferred Plan's DSM portfolio, building on the 2019 pilot. The BNI Efficient Product Rebates program offers rebates for ETS options targeting business customers, aligning with broader demand reduction goals.

5.1.3 Objectives - Objectives of the BNI Efficient Product Rebates program include: - encourage the use of efficient products in a variety of facilities; - increase the market penetration of the supported technologies; and

AI summary The BNI Efficient Product Rebates program aims to encourage the use of efficient products across various facilities and increase the market penetration of supported technologies.

Market Barriers - Barriers to the BNI Efficient Product Rebates program include: - Upfront costs: the higher priced energy efficient equipment is a barrier for many customers. - Project Return: Competing priorities for capital investments....

AI summary The BNI Efficient Product Rebates program faces barriers including high upfront costs of energy-efficient equipment, competing capital priorities, lack of customer knowledge about efficiency options, and insufficient internal capacity to evaluate energy efficiency during purchasing decisions.

1 lighting products from its Efficient Product Rebates program in 2019 and adjusted the 2 available rebates on others. This has allowed the program to place greater focus on 3 other areas of energy efficient technology. 4 5 5.1.5 Program D...

AI summary The text discusses the Efficient Product Rebates program under BNI, highlighting adjustments to lighting product rebates in 2019 and the program's focus on expanding energy-efficient technology. It also outlines the prescriptive measures promoted by the program, including categories like agriculture, heating, IT, and water heating.

Program Delivery BNI Efficient Product Rebates uses a self-directed approach for both the instant savings and mail-in incentive pathway. Through instant savings, point-of-purchase discounts are available on a variety of high efficiency equ...

AI summary The BNI Efficient Product Rebates program employs self-directed approaches, including instant savings and mail-in incentives, with electrical and pumping distributors playing a key role in promoting rebates and assisting customers. Distributors are also part of the Efficiency Trade Network (ETN), which provides marketing and training support.

6 Table 17: 2020-2022 BNI Efficient Product Rebates Low-Income Performance 7 Indicators Year First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Participation (products)a 2020 3.3 47.8 1.10 31,262 2021 3....

AI summary Table 17 presents the performance indicators for the BNI Efficient Product Rebates Low-Income program from 2020 to 2022, showing energy savings, peak demand savings, and participation numbers for each year.

10 5.1.9 Program Alternatives 11 EfficiencyOne considered the same key principles in both the development of the 2020- 2022 Preferred DSM Resource Plan and alternate scenario. The significant difference between the Alternative scenario and...

AI summary EfficiencyOne developed both a preferred DSM resource plan and an alternate scenario for 2020-2022, with the latter showing reduced participation due to lower energy savings and investment. Table 18 highlights differences in the BNI Efficient Product Rebates program between scenarios.

Table 18: Efficient Product Rebates (BNI) Performance Indicators - Comparison of Preferred and Alternate Plans Scenario Year Investment ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Tota...

AI summary Table 18 compares the performance indicators of the Efficient Product Rebates (BNI) program under preferred and alternate plans from 2020 to 2022. It includes metrics such as investment, energy savings, peak demand savings, and cost indicators. The data shows the preferred plan outperforms the alternate plan in several areas, including energy savings and participation.

5.2 Custom Incentives: Program Description

AI summary The section outlines the Custom Incentives program under Demand Side Management (DSM), managed by Efficiency Nova Scotia (ENS) and Nova Scotia Power Inc. (NSP). Key entities include regulatory bodies, programs, and legislation relevant to energy efficiency and utility regulation in Nova Scotia.

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

AI summary The Custom Incentives program offers financial and technical support to non-profit, institutional, commercial, and industrial customers to reduce electrical energy consumption and system-peak demand. It is tailored to project-specific needs and focuses on energy efficiency and demand reduction initiatives not covered by other ENS programs.

5.2.3 Objectives - Objectives of the Custom Incentives program include:

AI summary The objectives of the Custom Incentives program are outlined, focusing on its role in promoting energy efficiency and supporting specific customer needs through tailored incentive structures.

- influence electrical energy efficiency and system-peak demand reduction 1 projects within Nova Scotia; 2 • build awareness around the benefits of energy efficiency to program participants; 3 • increase awareness of cost-effective energy...

AI summary The document outlines goals for influencing electrical energy efficiency and reducing system-peak demand through various initiatives, including increasing awareness of energy efficiency options, helping customers overcome barriers to implementing complex projects, and diversifying program offerings. It also highlights market barriers such as financial constraints and upfront costs for feasibility studies.

9 5.2.9 Program Alternatives 10 EfficiencyOne considered the same key principles in both the development of the 2020- 2022 Preferred DSM Resource Plan and alternate scenario. The significant difference between the Alternate scenario and Ef...

AI summary EfficiencyOne compared its 2020-2022 Preferred DSM Resource Plan with an alternate scenario, noting reduced participation levels in the latter due to lower energy savings and investment. Table 21 illustrates this difference for the Custom Incentives program.

Table 21: Custom Incentives Performance Indicators - Comparison of Preferred and Alternate Plans Scenario Year Investment ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Total Resource Cos...

AI summary Table 21 compares the performance indicators of custom incentives under preferred and alternate plans from 2020 to 2022. It includes metrics like investment, energy savings, peak demand savings, and costs. The preferred plan shows higher investment and savings compared to the alternate plan, though the levelized and nominal costs of saved energy remain consistent across both scenarios.

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

AI summary The Direct Installation program (SBES) offers small businesses technical assistance and financial incentives for energy-efficient upgrades via self-directed or facilitated pathways. Self-directed allows customer-chosen contractors, while facilitated includes energy audits. Financial support covers prescriptive products and customized incentives based on audited savings.

5.3.3 Objectives - Objectives of the Direct Installation program include: - increase customer awareness of cost-effective energy efficiency and system-peak demand reduction options; - help small business make smart energy upgrades; - help...

AI summary The Direct Installation program aims to increase customer awareness of energy efficiency and demand reduction options, assist small businesses with energy upgrades, enhance profitability and comfort, and eliminate barriers to adopting energy-efficient technologies in Nova Scotia.

1 5.3.5 Program Design Measures Promoted

AI summary The section discusses program design measures promoted in the regulatory proceeding, focusing on energy efficiency and demand-side management initiatives. It outlines key strategies and considerations for implementing these programs effectively.

5.3.6 Implementation Strategy

AI summary The document outlines an implementation strategy for demand-side management (DSM) and electricity efficiency programs in Nova Scotia. It references regulatory entities like NSUARB and NSP, along with acronyms related to energy policies, cost tests, and utility regulations. The strategy likely involves coordination between program administrators, utilities, and regulatory bodies.

Table 22: 2020-2022 Direct Installation Performance Indicators Y 'ear Investment ($ million) First-Year Energy Savings (GWh) vings Savings Peak Demand Savings (MW) Total Resource Cost Test (TRC) a Participation (products) c Levelized Cost...

AI summary Table 22 presents performance indicators for direct installation programs from 2020 to 2022, including investment, energy savings, peak demand savings, participation, and cost metrics. The data shows consistent trends in energy savings and participation over the three-year period.

4 5.3.9 Program Alternatives 5 EfficiencyOne considered the same key principles in both the development of the 2020- 2022 Preferred DSM Resource Plan and Alternate scenario. The significant difference between the Alternate scenario and Eff...

AI summary EfficiencyOne developed both a Preferred DSM Resource Plan and an Alternate scenario for 2020-2022. The Alternate scenario features reduced participation due to lower energy savings and investment levels. Table 24 illustrates these differences in the Direct Installation program.

Table 24: Direct Installation Performance Indicators - Comparison of Preferred and Alternate Plans Scenario Year Investment ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Total Resource C...

AI summary Table 24 compares the performance indicators of preferred and alternate plans for direct installation, including investment, energy savings, peak demand savings, and cost metrics. The preferred plan shows higher investment and energy savings compared to the alternate plan, with the alternate plan having lower costs but lower overall savings.

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

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

& lt;sup>e The nominal cost of saved energy is the quotient of lifetime energy savings and investment. 6. ENABLING STRATEGIES 1 2 Enabling Strategies are an essential component of this DSM Plan and are required for EfficiencyOne to meet en...

AI summary Enabling Strategies are a crucial part of the DSM Plan, allowing EfficiencyOne to invest in research and development to help Nova Scotians achieve energy and cost savings. These strategies will be used to meet current and future energy and system-peak demand savings targets.

Education and Outreach The objective of Education and Outreach activities is to increase program participation by effectively communicating what energy efficiency is and how it positively affects the lives of Nova Scotians. Education and O...

AI summary The objective of Education and Outreach activities is to increase participation in energy efficiency programs by effectively communicating their benefits. While public perception of energy efficiency is positive, opportunities remain to turn this into action. Strategies include branding, digital improvements, removing barriers, and engaging stakeholders.

- gaining a better understanding of residential customer segments through research and profiling to increase engagement and grow participation in our residential 1 programs; 2 • continuing to enhance the Green Schools program to engage and...

AI summary The text discusses initiatives to improve residential customer engagement and participation in energy efficiency programs, including research, education, and strategic partnerships. It emphasizes the importance of evidence-based approaches and evolving programs with technological advancements.

6.3.2 Codes & Standards In 2020-2022, EfficiencyOne will continue to work with government colleagues to promote and advance the development of evidence-based and meaningful changes to energy efficiency related codes and standards in collab...

AI summary EfficiencyOne plans to collaborate with provincial and federal governments, stakeholders, and the Canadian Standards Association to advance energy efficiency codes and standards. They will support strategic electrification, demand response, and DSM through technical and policy assistance, while participating in relevant committees and task forces.

Impact Evaluations Annual impact evaluations will provide EfficiencyOne, stakeholders, and the NSUARB with up-to-date impacts on net electrical energy and net system-peak demand savings as progress indicators towards the overall approved 2...

AI summary Annual impact evaluations will track progress towards the 2020-2022 DSM Resource Plan targets, providing updates on energy and system-peak demand savings. EfficiencyOne will determine whether a full or condensed evaluation is needed, with condensed reports referencing prior evaluations and including program changes.

8. REPORTING EfficiencyOne proposes to report on the implementation of the 2020-2022 DSM Resource Plan through Quarterly Reports and Annual Progress Reports (APR) and other reporting requirements as outlined in the Standardized Filing Fram...

AI summary EfficiencyOne proposes to report on the implementation of the 2020-2022 DSM Resource Plan through Quarterly Reports, Annual Progress Reports (APR), and other requirements under the Standardized Filing Framework.

Annual Progress Reports In the first quarter of each calendar year, EfficiencyOne will file an APR with the NSUARB, which will include the following information: - a summary of the context, activities and milestones achieved in the prior y...

AI summary EfficiencyOne must submit Annual Progress Reports (APR) to NSUARB annually, detailing prior-year activities, discrepancies, expenditures, and energy savings. If results fall below 75% of targets, a Corrective Action Plan is required. The Standardized Filing Framework for DSM Supply Agreements was approved by NSUARB (M07543).

1 terminating an existing Program; • 2 increasing the 3-year plan budget for the total Residential sector by more than 25 • 3 percent; 4 decreasing the 3-year plan budget for the total Residential sector by more than • 5 25 percent; 6 incr...

AI summary The text outlines proposed changes to the 3-year plan budget and savings targets for the Residential and BNI sectors, including potential increases or decreases by more than 25 percent. It also details the requirement for EfficiencyOne to file quarterly reports with the NSUARB and outlines the process for making mid-course adjustments to the DSM Resource Plan.

Rate and Bill Impact Analyses EfficiencyOne will file its historical Rate and Bill Impact Analysis (RBIA) by October 31st of each year. The historical RBIA estimates the high-level, long-term impact to rates and bills of all DSM activities...

AI summary EfficiencyOne is required to file historical and forward-looking Rate and Bill Impact Analyses (RBIA) annually and as part of each DSM Resource Plan. The DSM Advisory Group provides strategic input on DSM issues, and a Standardized Filing Framework for DSM Supply Agreements was approved by the NSUARB in 2016.

Performance Indicators consist of: - i. Annual incremental energy savings (reported by program and rate class); - ii. Cumulative annual energy savings (reported by program and rate class); - iii. Annual lifetime energy savings (reported by...

AI summary The text outlines performance indicators for energy programs, focusing on annual and cumulative energy and demand savings, reported by program and rate class.

Filed Electronically Appendix A - Attachment 1: 2020-2022 Preferred DSM Resource Plan Measure Level Technical Tables

AI summary This document presents the 2020-2022 Preferred Demand Side Management (DSM) Resource Plan, including measure-level technical tables that detail specific energy efficiency initiatives and their associated technical data.

EXECUTIVE SUMMARY EfficiencyOne's 2020-2022 Demand-Side Management (DSM) Resource Plan Rate and Bill Impact Analysis provides a broad trend-based picture of the rate and bill impacts of proposed DSM activities to be carried out during the...

AI summary EfficiencyOne's 2020-2022 DSM Resource Plan analysis compares rate and bill impacts of proposed DSM activities under Preferred and Alternate scenarios, modeling effects until 2035. It evaluates DSM vs. no-DSM scenarios, excluding utility-specific factors, to assess long-term average impacts on rates and bills.

1. INTRODUCTION This rate and bill impact analysis (RBIA) provides a high-level estimate of the impact of DSM activities proposed within EfficiencyOne's 2020-2022 DSM Resource Plan ("the Plan") on customer rates and bills, within each part...

AI summary This Rate and Bill Impact Analysis (RBIA) estimates the impact of Demand Side Management (DSM) activities in EfficiencyOne's 2020-2022 DSM Resource Plan on customer rates and bills across participating rate classes. The analysis covers the period from 2020 to 2035 and was developed using a model reviewed and revised over time with input from the DSMAG and Synapse Energy Economics.

Weighted-average bill impact graphs EfficiencyOne adopted a recommendation to change the averaging method used to generate average bill impacts in [Figure 1](#page-185-0) and [Figure 6](#page-205-0) from an arithmetic average to a weighted...

AI summary EfficiencyOne changed the averaging method for generating average bill impacts from an arithmetic average to a weighted average in the figures referenced.

1 Line losses EfficiencyOne adopted a recommendation to include line losses in the analysis. The model now uses savings "at meter" to calculate lost revenues and bill impacts, and savings "at generator" to calculate avoided system costs.

AI summary EfficiencyOne incorporated line losses into their analysis by using savings 'at meter' for calculating lost revenues and bill impacts, and savings 'at generator' for calculating avoided system costs.

Addition of "Rates with and without DSM" graph in Attachments 1 and 2 This analysis previously included a graph for each class showing year-over-year percentage changes in rates with and without DSM (the bottom-left graph of odd- numbered...

AI summary The analysis replaces a graph showing erratic year-over-year rate changes with and without DSM with a new graph depicting full projected rates over the study period, providing clearer context on DSM's impact relative to total rates.

4 3.1 PREFERRED AND ALTERNATE 2020-2022 DSM RESOURCE PLANS 5 The 2020-2022 DSM Plan includes both a Preferred Plan and an Alternate scenario, 6 which contain different investment levels and savings over the three years of DSM 7 delivery. A...

AI summary The 2020-2022 DSM Plan includes a Preferred Plan and an Alternate scenario with differing investment levels and savings. A full RBIA was conducted using identical Excel models for both plans, with differences limited to DSM costs, savings, and participation estimates for 2020-2022.

12 3.2 SCENARIOS 13 The models each compare two scenarios: a DSM scenario and a no-DSM scenario. 14 The DSM scenario includes the estimated administrative costs and resulting energy 15 and system-peak demand reductions of DSM programs that...

AI summary The analysis compares DSM and no-DSM scenarios (2020-2022), evaluating administrative costs, energy reductions, and system-peak demand. Rate and bill impacts are presented as differences between scenarios to isolate DSM effects. Results are detailed in Sections 4 (Preferred Plan) and 5 (Preferred vs. Alternate Plans).

- 28 Small General (rate code 10); 1 • General (rate code 11); 2 • Large General (rate code 12); 3 • Small Industrial (rate code 21); 4 • Medium Industrial (rate code 22;) 5 • Large Industrial (rate codes 23 and 25, and customers under the...

AI summary The document outlines different rate codes and discusses the definitions related to the time periods for Demand Side Management (DSM) programs. It specifies the DSM delivery period as 2020-2022, the cost recovery period as 2020-2022, and the avoided costs and lost revenues periods as 2020-2035. The analysis considers the average measure life of DSM measures installed in 2022 for the Residential class as approximately 14 years.

Avoided Cost Category Unit Value Source Capacity $/MW 195,990 2014 IRP, Base DSM scenario (levelized over 2020-2035) Transmission $/MW Starts at 10,521 in 2018 Provided by NS Power in 2018; assumed to escalate at 2% per year Distribution $...

AI summary The table presents avoided costs for various categories such as capacity, transmission, distribution, and energy, with values and sources provided. The section titled '3.6 PROGRAMS' indicates the start of a discussion on programs, likely related to energy efficiency or demand-side management.

6 3.7 CALCULATING RATE IMPACTS 7 This section describes key elements of the rate impact calculations. The model does 8 not forecast the timing of general rate applications, or the occurrence of any future 9 rate adjustments; it instead ass...

AI summary This section outlines a model for calculating rate impacts, assuming annual rate changes and isolating DSM effects from other utility factors. Results are presented as annual 'rate pressure' from DSM by comparing DSM and no-DSM scenarios.

1 3.7.2 DSM SCENARIO RATES 2 The DSM rates are calculated by taking the average no-DSM rates, adding a program 3 cost recovery component (upward rate pressure), adding a lost revenue component 4 (upward rate pressure), and subtracting an a...

AI summary DSM rates are calculated by adjusting average no-DSM rates with program cost recovery, lost revenue, and avoided costs components. Key assumptions include recovering all lost revenues and not recovering avoided costs, leading to upward rate pressure.

1 Lost revenues 2 Similar to the development of DSM costs by rate class, EfficiencyOne allocated the 3 2020-2022 energy and system-peak demand savings modelled by Navigant at the 4 program component level to rate classes according to the d...

AI summary EfficiencyOne allocated 2020-2022 DSM savings by rate class using 2017 distribution data. Lost NS Power revenues are calculated by multiplying annual DSM savings by no-DSM rates, aggregated at the portfolio level.

1 3.8 CALCULATING BILL IMPACTS 2 This section describes key elements of the bill impact calculations. 3

AI summary The section outlines the key elements involved in calculating bill impacts, which is part of the regulatory proceeding related to energy efficiency and utility management in Nova Scotia.

12 Non-participant consumption and bill impacts 13 In the DSM scenario, non-participants in DSM programs are assumed to use the same 14 amount of energy as they do in the no-DSM scenario. Their bill impacts are therefore 15 driven only by...

AI summary In the DSM scenario, non-participants use the same energy as in the no-DSM scenario, so their bill impacts are driven only by rate changes. Fixed customer charges cause percentage bill impacts to differ from rate impacts.

20 Participant consumption and bill impacts 21 For the DSM scenario, within each rate class, in each year, total annual savings (i.e. 22 current-year savings plus persistent savings from past years) are divided equally 23 amongst the numbe...

AI summary The DSM scenario assumes equal distribution of total annual savings (current and past) among all participants in each rate class, ignoring variations in participation depth. This approach assumes uniform energy and system-peak demand savings per participant, despite real-world disparities.

1 Total customer consumption and bill impacts 2 The output graphs include a third category of participants, called Total Customers. 3 Impacts for this category are determined by allocating DSM savings for the class 4 equally among all cust...

AI summary The analysis describes a method for estimating bill impacts by allocating Demand-Side Management (DSM) savings equally among all customers in a class, without differentiating between participants and non-participants. This approach provides a simplified estimate of total customer consumption and bill impacts.

12 Forecasted 2020-2022 participation 13 For the current analysis, which looks only at DSM delivered over 2020-2022, 14 estimates of both annual and new participants are required for each program, within 15 each rate class, for each year o...

AI summary This section discusses the methodology used to forecast participation in demand-side management (DSM) programs from 2020 to 2022. EfficiencyOne estimated participation based on 2017 data, scaled by factors related to program magnitude and product mix. Exceptions include New Home Construction and Custom Incentives, which were handled differently.

1 that which occurred over 2011-2013, and so the ratio of new to annual participants in 2 the 2011-2013 period was applied to 2020-2022 annual participants. A cumulative 3 sum of these figures within each class, starting in 2020, is consid...

AI summary This text discusses the method used to calculate cumulative DSM participants from 2011-2013 and apply that ratio to 2020-2022 annual participants. It explains how total annual energy and system-peak demand savings are divided by participation figures to determine average DSM participant consumption and calculate bill savings, noting that this does not affect non-participant bill calculations.

9 4.1 OVERALL RATE IMPACTS 10 The general trend in rates, visible in all classes, is that the avoided costs and lost 11 revenues are approximately in balance throughout the life of DSM measures; this 12 means that DSM program cost recovery...

AI summary DSM program cost recovery drives rate impacts, with small (<1.7%) average rate increases across classes from 2020-2022. Avoided costs and lost revenues balance over DSM measures' lifetimes, but annual rate effects peak during 2020-2022 before nearing zero post-2022. Figures 2-4 illustrate average impacts, annual trends, and expenditure comparisons.

1 Figure 4: DSM Expenditures and Investments per kWh 2 3 Note: 2016 and 2017 energy savings use evaluated results while 2018 are estimated. 4 5 [Table 2](#page-203-0) presents the average rate impacts over the study period (the same values...

AI summary Figure 4 and Table 2 compare DSM expenditures and investments per kWh over different time periods, highlighting changes in rate impacts from 2018 to the current analysis. The current analysis covers 2020-2035 with impacts averaged over 16 years, while the 2018 RBIA covered 2011-2019 with impacts averaged over 21 years. Differences in calculation methods, such as avoided energy costs and line losses, are noted.

13 14 Table 2: Average Rate Impact compared to No-DSM Scenario, 2018 Historical to 2020-2022 Preferred Plan 15 Results Comparison 2018 Historical RBIA Result (Average Impact over 2011-2032) 2020-2022 Preferred Plan RBIA Result (Average Imp...

AI summary The table compares the average rate impact of the 2018 historical DSM plan and the 2020-2022 preferred DSM plan across various rate classes. The preferred plan shows higher rate impacts, particularly in the first three years when program costs are being recovered. Figure 5 illustrates that rate increases due to factors other than DSM will be significant over the study period, with DSM and no-DSM rates shown for three representative classes.

12 4.2 OVERALL BILL IMPACTS 13 The analysis shows that between 2020 and 2035, participants in 2020-2022 DSM 14 programs under the Preferred Plan will see average bill reductions between 1 percent 15 (Medium and Large Industrial) and 11 per...

AI summary The analysis indicates that participants in DSM programs from 2020-2022 will see average bill reductions ranging from 1% to 11% between 2020 and 2035, while non-participants may experience slight bill increases. NS Power customers will save over $475 million due to these programs, with variations in savings depending on customer class and consumption levels.

Figure 9: Annual Participation Rates by Rate Class (tracked only) (Preferred Plan) Figure 10: Annual Participation Rates by Rate Class (tracked + untracked) (Preferred Plan)

AI summary The document presents two figures (Figure 9 and Figure 10) showing annual participation rates by rate class for the Preferred Plan, tracking both tracked and untracked participants. These figures are part of a regulatory proceeding involving Nova Scotia Power Inc. (NSP) and the Nova Scotia Utility and Regulatory Board (NSUARB), likely related to demand-side management (DSM) program performance metrics.

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

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

1 6. FUTURE CONSIDERATIONS 2 Through collaboration with the DSMAG, EfficiencyOne's RBIA has evolved 3 considerably since the last application for a three-year DSM Resource Plan; between 4 that application and the current one, it has been f...

AI summary EfficiencyOne has improved its Rate and Bill Impact Analysis (RBIA) for the DSM Plan with input from stakeholders and Synapse. The model has been reviewed multiple times and will continue to evolve. Future considerations include refining avoided cost estimates and exploring NS Power's breakdown of lost revenues and avoided costs.

1 7. CONCLUSION 2 This analysis captures the impacts of 2020-2022 DSM programs to customer rates 3 and bills throughout the full lifetime of the DSM impacts. Over the lifetime of 4 measures installed in 2020-2022, NS Power customers will s...

AI summary This conclusion discusses the long-term benefits of DSM programs from 2020-2022, including customer savings of over $475 million. It highlights the Total Resource Cost and Program Administrator Cost ratios, rate increases, and bill savings. The analysis also acknowledges the limitations of the evaluation and mentions future improvements to the model.

Appendix B – Attachment 1: Results by Rate Class (Preferred Plan) Long-Term Rate and Bill Impact Analysis of the 2020-2022 DSM Plan This graph shows estimated rate impacts of DSM, relative to the no-DSM scenario. Blue bars show the impact...

AI summary This section presents a long-term rate and bill impact analysis of the 2020-2022 DSM Plan. It includes visual representations showing the estimated rate impacts of DSM, including program cost recovery, lost revenues, and avoided utility costs, as well as bill impacts for participants, non-participants, and total customers relative to a no-DSM scenario.

DATE FILED: 28 February 2019 Page 1 of 16 e# Rate and Bil I Impacts of DSM on the R esidenti al Class - PREFE RRED P LAN Impacts of DSM on the Residential Rate Class 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 202...

AI summary The document presents a table detailing the impacts of Demand Side Management (DSM) on the residential rate class from 2011 to 2035, including incremental and cumulative DSM savings, costs, participant numbers, and the levelized cost of saved energy. The data shows increasing savings and costs starting in 2020, with a peak in 2022, followed by stabilization.

This graph shows cumulative program participation for the class, as a percentage of eligible participants for each program. Each participant is counted once for each program, in the first year that they participate in the program. Darker b...

AI summary The text discusses visual representations of program participation rates, differentiating between tracked and untracked participants, and the estimated rate impacts of Demand Side Management (DSM) programs. It highlights the effect of DSM on cost recovery, lost revenues, and avoided utility costs.

f positive and negative rate pressures), which accounts for recovery of fixed costs that are not avoided due to DSM. The dotted red line shows the average net rate impact of DSM over the study period. This graph shows bill impacts of DSM a...

AI summary The text discusses the financial and billing impacts of Demand Side Management (DSM) programs, showing how they affect customer bills and participation rates. Graphs illustrate the average net rate impact, monthly bill differences, and cumulative program participation for tracked and untracked programs.

n for the class, as a percentage of total customers in the class. Each participant is counted once, in the first that year they participate. This graph shows annual program participation for the class, as a percentage of eligible participa...

AI summary The text discusses program participation metrics and the rate and bill impacts of Demand Side Management (DSM). Graphs show participation rates as a percentage of eligible customers and estimated impacts on rates and bills, comparing scenarios with and without DSM. The analysis includes tracked and untracked participants, as well as the net rate effect and bill differences for participants, non-participants, and total customers.

otal customers in the class. Each customer is counted once for each year that they participate in any program. This graph shows estimated rate impacts of DSM, relative to the no-DSM scenario. Blue bars show the impact of program cost recov...

AI summary The text discusses the estimated rate and bill impacts of Demand Side Management (DSM) programs, comparing scenarios with and without DSM. It highlights program cost recovery, lost revenues, and avoided utility costs, while also showing cumulative participation rates across eligible customers.

This graph shows annual program participation for the class, as a percentage of total customers in the class. Each customer is counted once for each year that they participate in any program. # Rate a nd Bill Ir npacts o f DSM or the Sm al...

AI summary This table and graph analyze the impact of demand-side management (DSM) programs on the small industrial rate class in Nova Scotia. It shows participation rates, incremental and cumulative savings, costs, and the levelized cost of saved energy from 2011 to 2035.

This graph shows estimated rate impacts of DSM, relative to the no-DSM scenario. Blue bars show the impact of program cost recovery. Red bars show the impact of lost revenues due to reduced sales. Purple bars show the impact of avoided uti...

AI summary The text presents visual data on the estimated rate and bill impacts of Demand Side Management (DSM) programs, comparing scenarios with and without DSM. Graphs illustrate the net rate effect, participation rates, and cumulative participation over time, highlighting the financial and usage impacts of DSM on customers and the utility.

participant is counted once in each year that they participate. Darker bars show "tracked" participants (i.e. programs that do not collect participation info, where participant figures are estimated). This graph shows annual program partic...

AI summary The text discusses visual representations of program participation rates and their impact on utility rates and bills. It includes graphs showing annual participation percentages, estimated rate impacts, and bill impacts of Demand Side Management (DSM) relative to a no-DSM scenario. The analysis considers participants, non-participants, and total customers.

to the no-DSM scenario in absolute terms, for the same groups of customers as the graph shown above it. Line# This graph shows cumulative program participation for the class, as a percentage of eligible participants for each program. Each...

AI summary The text describes graphs depicting cumulative and annual program participation rates for different customer classes, distinguishing between tracked and untracked programs. It outlines how participation is measured and visualized, with emphasis on the percentage of eligible participants and total customers in the class.

otal customers in the class. Each customer is counted once for each year that they participate in any program. This graph shows estimated rate impacts of DSM, relative to the no-DSM scenario. Blue bars show the impact of program cost recov...

AI summary The text discusses the estimated rate and bill impacts of demand-side management (DSM) programs, comparing scenarios with and without DSM participation. It highlights cost recovery, lost revenues, and avoided utility costs, and illustrates how these factors influence rate and bill impacts for participants, non-participants, and total customers.

Rate a nd Bill I mpacts o f DSM on the Lar ge Indust rial Clas s - PREF ERRED F PLAN Impacts of DSM on the Large Industrial Rate Class 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031...

AI summary The table presents the impacts of demand-side management (DSM) on the large industrial rate class from 2011 to 2035, including incremental and cumulative DSM savings, DSM costs, number of participants, and levelized cost of saved energy. DSM savings begin in 2020 and plateau by 2023, with costs and participant numbers remaining stable after 2020.

Appendix B – Attachment 2: Results by Rate Class (Alternate Scenario) Long-Term Rate and Bill Impact Analysis of the 2020-2022 DSM Plan This graph shows estimated rate impacts of DSM, relative to the no-DSM scenario. Blue bars show the imp...

AI summary This document presents a long-term rate and bill impact analysis of Nova Scotia's 2020-2022 DSM Plan. Graphs compare rate impacts (cost recovery, lost revenues, avoided costs) and bill impacts for participants vs. non-participants. Visuals also show cumulative program participation rates across customer classes, distinguishing tracked vs. untracked programs.

This graph shows estimated rate impacts of DSM, relative to the no-DSM scenario. Blue bars show the impact of program cost recovery. Red bars show the impact of lost revenues due to reduced sales. Purple bars show the impact of avoided uti...

AI summary The text includes graphs analyzing the rate and bill impacts of Demand-Side Management (DSM) programs, comparing scenarios with and without DSM. It also discusses program participation rates, distinguishing between tracked and non-tracked participants, and shows participation trends over time.

al program participation for the class, as a percentage of total customers in the class. Each customer is counted once for each year that they participate in any program. This graph shows estimated rate impacts of DSM, relative to the no-D...

AI summary The text discusses the rate and bill impacts of Demand-Side Management (DSM) programs, showing estimated effects on utility rates and customer bills. Graphs illustrate the impact of program cost recovery, lost revenues, and avoided utility costs, as well as differences between participants, non-participants, and total customers in the context of DSM.

to the no-DSM scenario in absolute terms, for the same groups of customers as the graph shown above it. Line# This graph shows cumulative program participation for the class, as a percentage of eligible participants for each program. Each...

AI summary The text discusses visual representations of program participation metrics, including cumulative and annual participation rates for customer classes. It distinguishes between 'tracked' (data-collecting) and 'untracked' (estimated) programs, highlighting participation percentages relative to eligible customers and total class members.

otal customers in the class. Each customer is counted once for each year that they participate in any program. This graph shows estimated rate impacts of DSM, relative to the no-DSM scenario. Blue bars show the impact of program cost recov...

AI summary The text discusses the estimated rate and bill impacts of Demand-Side Management (DSM) programs, comparing scenarios with and without DSM. It highlights the effects of program cost recovery, lost revenues, and avoided utility costs, with visual representations of the net rate and bill impacts for participants, non-participants, and total customers.

Page 13 of 16 Rate a nd Bill I mpacts of of DSM or า the Lar ge Indus trial Clas s - ALTE RNATE F PLAN Impacts of DSM on the Large Industrial Rate Class 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2...

AI summary This table presents the impacts of the Large Industrial Class Demand-Side Management (DSM) Plan from 2011 to 2035, including incremental and cumulative DSM savings, DSM costs, participant numbers, and the levelized cost of saved energy. Savings and costs are shown over time, with notable data starting in 2020.

This graph shows cumulative program participation for the class, as a percentage of eligible participants for each program. Each participant is counted once for each program, in the first year that they participate in the program. Darker b...

AI summary The text discusses graphs showing program participation rates for different classes of customers and the estimated rate impacts of Demand-Side Management (DSM). The graphs illustrate participation as a percentage of eligible participants and total customers, with tracked and non-tracked participants differentiated. Rate impacts are broken down into cost recovery, lost revenues, and avoided utility costs, with a net rate effect calculated.

f positive and negative rate pressures), which accounts for recovery of fixed costs that are not avoided due to DSM. The dotted red line shows the average net rate impact of DSM over the study period. This graph shows bill impacts of DSM a...

AI summary The graph illustrates the bill impacts of Demand-Side Management (DSM) as a percentage difference relative to a no-DSM scenario. It differentiates between participants, non-participants, and total customers, showing how DSM affects average energy use and cost recovery.

Rat e and Bi II Impact s of DSN on the Municipa l Class - ALTERN IATE PL AN Impacts of DSM on the Municipal Utility Rate Class 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 20...

AI summary The document presents a table outlining the impacts of Demand-Side Management (DSM) on the municipal utility rate class from 2011 to 2035. It details incremental and cumulative DSM savings, DSM costs, and the levelized cost of saved energy over time, with significant data beginning in 2020.

Appendix B – Attachment 3: Assumptions Long-Term Rate and Bill Impact Analysis of the 2020-2022 DSM Plan

AI summary The document presents a long-term analysis of the rate and bill impacts of Nova Scotia Power Inc.'s 2020-2022 Demand-Side Management (DSM) Plan, likely part of a regulatory proceeding involving the Nova Scotia Utility and Regulatory Board (NSUARB).

- 6 construction of the Plan or calculation of energy savings. Item Description General EfficiencyOne has used the "snapshot" approach recommended by approach Synapse, in which the impacts of specific program years are analyzed (in this ca...

AI summary The document discusses the construction of the Plan and the calculation of energy savings, using a 'snapshot' approach for specific program years (2020-2022) rather than long-term DSM analysis. Two models (Preferred and Alternate) compare DSM and no-DSM scenarios, with results provided for multiple rate classes.

NS Power provided estimates for 2019 by class, including block 1, block 2, Fuel Adjustment Mechanism, and demand charges where applicable. base charges are assumed to remain flat after 2019. Transformer credits are not included in rates. C...

AI summary NS Power provided 2019 estimates for block 1, block 2, Fuel Adjustment Mechanism, and demand charges. Base charges are assumed flat after 2019, and transformer credits are excluded from rates. Historical and forecasted energy sales data, including DSM assumptions from the 2014 IRP, are used to estimate no-DSM rates and sales scenarios.

Appendix B – Attachment 4: Equations Long-Term Rate and Bill Impact Analysis of the 2020-2022 DSM Plan

AI summary This document presents the Long-Term Rate and Bill Impact Analysis of the 2020-2022 Demand-Side Management (DSM) Plan, focusing on equations used to evaluate financial impacts. It is part of a regulatory proceeding involving Nova Scotia's energy efficiency initiatives.

Table 1: 2020-2022 Alternate DSM Resource Scenario Investment and Savings Year Investment ($ million) Lifetime Benefits ($ million) a First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Weighted-Average Measure Life (years) Peak...

AI summary Table 1 outlines the investment and savings from 2020 to 2022 under an alternate DSM resource scenario. It shows increasing investments and savings in energy and peak demand, along with metrics like the Total Resource Cost Test (TRC) and Program Administrator Cost Test (PAC). The data comes from NS Power and includes avoided costs from the 2014 IRP and 2018 updates.

Table 2: Alternate DSM Resource Scenario Investment and Savings 2020 Investment ($ million) Lifetime Benefits ($ million) a First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Total Resource Cost Test (TR...

AI summary Table 2 outlines investment and savings for alternate Demand-Side Management (DSM) resource scenarios in 2020, including residential and business programs, with details on energy savings, peak demand reductions, and cost tests. The data reflects avoided costs provided by NS Power from the 2014 Integrated Resource Plan (IRP) and 2018 transmission and distribution costs.

Table 3: 2021 Alternate DSM Resource Scenario Investment and Savings 2021 Investment ($ million) Lifetime Benefits ($ million) a First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Total Resource Cost Tes...

AI summary Table 3 presents the 2021 investment and savings data for alternate Demand-Side Management (DSM) resource scenarios, including program-specific investments, lifetime benefits, energy savings, and cost tests. The data is provided by Nova Scotia Power and includes information from the 2014 Integrated Resource Plan (IRP) and 2018 transmission and distribution avoided costs.

Table 4: 2022 Alternate DSM Resource Scenario Investment and Savings 2022 Investment ($ million) Lifetime Benefits ($ million) a First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Total Resource Cost Tes...

AI summary Table 4 outlines the 2022 Alternate DSM Resource Scenario Investment and Savings, showing various programs and their associated investments, benefits, and savings. This data includes residential and non-residential programs, with details on energy savings, peak demand savings, and cost tests such as TRC and PAC.

Q: On whose behalf are you testifying? - A: I am testifying on behalf of EfficiencyOne. EfficiencyOne has the exclusive right to supply [Nova](http://www.nspower.ca/en/home/about-us/how-we-operate/ens.aspx) - [Scotia](http://www.nspower.ca...

AI summary The witness testifies on behalf of EfficiencyOne, which holds a 10-year exclusive agreement with NS Power to provide efficiency and conservation activities. The agreement is regulated by the Nova Scotia Utility and Regulatory Board (NSUARB), which approves DSM activity levels.

ons, including the World Bank. I have also recently created and led the launch of Sun Shares, a subsidiary of VEIC that develops and provides community solar services to employers and their employees. - Q: Please summarize your experience...

AI summary The individual highlights their extensive experience in energy efficiency and renewable energy initiatives, including advising Maryland's EmPOWER program, leading DC's Solar for All initiative, and authoring papers on utility business models. They emphasize work with distributed resources, AMI, and community solar programs.

22 II. Introduction and Summary

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

III. The Lighting Transition - Q: Please start by commenting on changes in the lighting technologies. - A: Over the past decade, the lighting market has experienced a dramatic transformation away from the long-standing incandescent, CFL, a...

AI summary The lighting market has transitioned from traditional technologies like incandescent and CFL to LED over the past decade, driven by cost reductions, improved quality, and variety. This shift offers significant energy and cost savings for customers.

- 5 customer classes, 2015 2017 % o f Savings from Lighting 2015 2016 2017 Business Energy Rebates 84% 84% 86% Small Business Energy Solutions 87% 73% 80% BNI Program Custom 20% 9% 14% Components Energy Management Information Systems 0% 0%...

AI summary The table presents savings percentages from lighting technologies across different customer classes in Nova Scotia from 2015 to 2017, highlighting the performance of various programs such as Business Energy Rebates, Small Business Energy Solutions, and the BNI Program. It also includes data on other components like Energy Management Information Systems and Strategic Energy Management.

1 Table 2. EfficiencyOne first-year unit costs of lighting and non-lighting measures, for 2016 to 2018. 2016-2018 Results Sector First Year Energy Savings (GWh) First Year Energy Savings (GWh) Lighting Removed Fully Allocated Spend (SM) Fu...

AI summary Table 2 presents EfficiencyOne's first-year unit costs of lighting and non-lighting measures from 2016 to 2018, including energy savings and spending across different sectors such as residential and BNI. It details both fully allocated spend and unit costs, highlighting differences between lighting and non-lighting measures.

V . Diversifying Energy Efficiency Portfolios - What can you say about the response of program design and implementation to the trends and shifts you have described above? - 6 A: Over time, programs will ramp down spending for lighting, wh...

AI summary The response outlines a strategic shift in energy efficiency programs from lighting to diverse technologies like appliances, HVAC, and industrial processes. Efficiency Vermont's forecasts (Figures 24-25) show declining lighting savings but growing potential in non-lighting areas, emphasizing portfolio diversification to maintain overall savings despite budget constraints.

8 Q: Are there any other brief examples you can provide about approaches to mature or saturated

AI summary The document poses a question about examples of approaches to mature or saturated markets in regulatory proceedings but does not provide specific examples or detailed analysis in the text provided.

Q: Are there specific concerns around the items that you have discussed in this testimony that the Board should watch for? A: I would say that if EfficiencyOne were not to proactively address the lighting transition in their program planni...

AI summary The testifier emphasizes that failure to address the lighting transition in EfficiencyOne's program planning would be a major concern. However, EfficiencyOne's plans are proactive, diversifying savings beyond lighting to ensure cost-effectiveness and benefits for ratepayers and Nova Scotia's economy.

, EmPOWER Maryland. Written comments on 2012 Q3-Q4 Semi-Annual Report. Presentation and testimony, October 2-3, 2013. - 2011 Maryland Office of People's Counsel. Utility-Specific Comments on the 2012-2014 EmPOWER Maryland Program Plans . C...

AI summary The text lists multiple testimonies and written comments from organizations and individuals regarding energy efficiency, demand response, and utility regulation programs. Key entities include EmPOWER Maryland, Maryland Office of People's Counsel, and Pennsylvania Public Utility Commission, with references to regulatory cases and docket numbers from 2005 to 2013.

the United Nations Industrial Development Organization, presented at the 1997 ACEEE Summer Study on Energy Efficiency in Industry. - 1997 E2/FINANCE: A Software System for Evaluating Industrial Eco-Efficiency Opportunities , sponsored by t...

AI summary The text references presentations and studies on energy efficiency, including a 1997 software system sponsored by the U.S. Department of Energy, a 1995 process evaluation for Colonial Gas Company, and a 1997 presentation by the United Nations Industrial Development Organization at the ACEEE Summer Study.

1994 Review of Pennsylvania Electric Company's 1995 Demand Side Management Filing. Prepared for: Pennsylvania Office of Consumer Advocate. Tellus Study No. 94-071. 1994 Review of Union Electric Company's Electric Utility Resource Planning...

AI summary The text references several studies and reports from 1994, including reviews of demand side management filings and a guide on incorporating environmental externalities in energy decisions. These documents were prepared for various regulatory and advocacy organizations.

, and content alignment with testimony objectives. - o Expertise and projects. Frances is a career editor / writer, and a member of VEIC's Strategy, Policy, and Public Affairs department. She leads or contributes to large proposals, policy...

AI summary This section provides background on Frances, a member of VEIC's Strategy, Policy, and Public Affairs department, highlighting her expertise in editing, writing, and contributing to policy documents and proposals. It also mentions her role in supporting Dr. Hill and her involvement in significant projects like the Vermont Solar Market Pathways reports and a 5-year contract with the District of Columbia.

IN THE MATTER OF THE PUBLIC UTILITIES ACT - and - IN THE MATTER OF AN APPLICATION BY EFFICIENCYONE Direct Testimony of Glenn Reed Energy Futures Group On Behalf of EFFICIENCYONE February 27, 2019

AI summary The document outlines a regulatory proceeding under the Public Utilities Act involving EfficiencyOne's application. Glenn Reed of Energy Futures Group provides testimony on behalf of EfficiencyOne during the hearing on February 27, 2019, related to energy efficiency initiatives.

Q: Please state your name - 3 A: My name is Glenn Reed. I am a Partner at Energy Futures Group (EFG), an energy efficiency - 4 and renewable energy consulting firm which is headquartered in Hinesburg, Vermont USA. - Q: On whose behalf are...

AI summary Glenn Reed, testifying on behalf of EfficiencyOne (operator of Efficiency Nova Scotia), provides his background in energy efficiency consulting. He highlights his experience with DSM programs, regulatory roles, and advisory work in multiple states, emphasizing his expertise in residential and commercial energy efficiency initiatives.

Q: Why did you use forward-looking savings and budget projections, and not historic data, for

AI summary The use of forward-looking savings and budget projections over historic data allows for more accurate alignment with current and future program goals, market conditions, and regulatory requirements, ensuring better planning and resource allocation for demand-side management initiatives.

this benchmarking? - 3 A: We believe that is important to use comparable data that overlaps with EfficiencyOne's - 4 2020-2022 Plan timeframe in comparing metrics across PAs. As Dr. David Hill of Vermont Energy - 5 Investment Corporation d...

AI summary The text discusses benchmarking EfficiencyOne's 2020-2022 Plan against other Program Administrators (PAs), noting challenges due to evolving lighting efficiency trends and limited data availability. It emphasizes using comparable 2020-2022 timeframe data, acknowledges the need for portfolio diversification, and explains the use of 2017 sales/revenue data as a denominator due to limited projections.

filed EfficiencyOne 2020-2022 Plan? Direct Testimony of Dr. David Hill, Vermont Energy Investment Corporation. In the Matter of the Public Utilities Act and in the Matter of an Application by EfficiencyOne. February 28, 2019.

AI summary Testimony by Dr. David Hill of Vermont Energy Investment Corporation (VEIC) regarding EfficiencyOne's 2020-2022 Plan under the Public Utilities Act. The proceeding involves an application by EfficiencyOne, with testimony dated February 28, 2019.

10 Q: Can you summarize your benchmarking findings? - 1 A: Based on the available 2020 and 2021 data, EfficiencyOne's DSM savings and budget - 2 expenditures are projected to largely be at or below its North American peer group. In - 3 par...

AI summary EfficiencyOne's demand-side management (DSM) savings and budget expenditures are projected to be at or below its North American peer group, with significantly lower cost of saved energy values, both annual and lifetime, compared to leading North American program administrators.

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

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

V. Portfolio and Program Cost Effectiveness - Q: From a total resource cost (TRC) and program administrator cost (PAC) perspective, are the proposed programs cost effective? - A: Yes, from both perspectives the proposed 2020-2022 Preferred...

AI summary The proposed 2020-2022 Preferred Plan is deemed cost-effective from both total resource cost (TRC) and program administrator cost (PAC) perspectives. The TRC benefit-cost ratio (BCR) is 2.0, while the PAC BCR is 4.8. Ratepayer net benefits are estimated at $494 million over the 2020-2035 timeframe.

VI. Summary and Conclusion Q: Given the analyses presented above, do you conclude that EfficiencyOne's proposed

AI summary The document presents a pending conclusion regarding EfficiencyOne's proposed plan, with the NSUARB seeking input on its analyses. Key considerations include the program's alignment with regulatory goals and potential impacts on energy efficiency initiatives.

5 Benchmarking References - 6 2019-2021 Conservation & Load Management Plan. Connecticut's Energy Efficiency and - 7 Demand Management Plan. November 1, 2018. - 8 Baltimore Gas and Electric (BGE) 2018-2020 EmPOWER MD Program Filing. Septem...

AI summary The section lists benchmarking references including energy efficiency and demand management plans from Connecticut, Baltimore Gas and Electric (BGE), Commonwealth Edison, Massachusetts, National Grid (Rhode Island), and Public Service Company of Colorado, spanning 2017–2021. These references highlight regulatory filings and initiatives related to conservation, load management, and system reliability.

PROFESSIONALSUMMARY Glenn Reed has more than 30 years of experience in demand-side management (DSM) program planning and evaluation; energy-efficiency policy development and implementation; building codes and appliance standards developmen...

AI summary Glenn Reed, with over 30 years of experience in demand-side management and energy efficiency, has led residential energy programs for Connecticut, Massachusetts, and Rhode Island. He previously worked at NEEP, DNV GL, and MA EEOER, contributing to initiatives like upstream lighting. His expertise spans policy development, building codes, and program implementation.

Appendix G 2020-2022 DSM Supply Agreement

AI summary This document references a 2020-2022 Demand-Side Management (DSM) Supply Agreement, indicating a focus on energy efficiency programs and customer participation in demand-side management initiatives during this period.

5. NOTIFICATION OF SIGNIFICANT CHANGES 5.1 EfficiencyOne shall provide notice of Significant Changes to NSPI at the same time as EfficiencyOne makes application to the UARB for the approval of the Significant Changes. Subject to the terms...

AI summary EfficiencyOne must notify NSPI when applying to the UARB for approval of significant changes to the EECA Plan. NSPI may submit written comments to the UARB regarding these changes, subject to the Public Utilities Act and UARB's discretion.

43 45 SCHEDULE C 74 ii. Cumulative annual net peak demand savings at generator 75 iii. Lifetime Energy Savings 76 77 c) Performance Indicators (for UARB reporting) consist of: 78 i.Annual incremental energy savings (reported by program and...

AI summary The text outlines performance indicators and reporting requirements for the UARB, including energy savings, demand savings, ratepayer benefits, customer satisfaction, and low-income program participation. EfficiencyOne is responsible for submitting a historical rate and bill impact analysis annually.

Electronic TRM Review Presentation to DSMAG October 24, 2018 Traditional (print) TRM Appendix H

AI summary The document is a presentation to the DSMAG on October 24, 2018, discussing the transition from traditional print TRMs to electronic formats, focusing on Appendix H.

Description An ENERGY STAR Integrated Screw Based SSL (LED) Lamp (specification effective August 2010) is purchased in place of an incandescent lamp. This measure is broken down in to Omnidirectional (e.g. A-Type lamps), Decorative (e.g. G...

AI summary The document describes replacing incandescent lamps with ENERGY STAR-certified LED lamps, categorized by type (Omnidirectional, Decorative, Directional) and wattage ranges. The specification details are linked to an ENERGY STAR resource.

Algorithms Demand Savings $\Delta kW = ((Watts_{BASE} - Watts_{EE})/1000) \times ISR \times WHF_d$ Energy Savings $\Delta kWh$ = $((Watts_{BASE} - Watts_{EE})/1000) \times ISR \times HOURS \times WHF_e$ Where: $\begin{array}{ll} \Delta kW...

AI summary The text presents mathematical formulas to calculate energy savings from efficiency measures, including demand and annual kWh savings. It also includes waste heat factors for commercial and residential lighting and references external documents and assumptions used in the calculations.

DDSM

AI summary The document discusses Demand-Side Management (DDSM) in Nova Scotia, involving regulatory considerations, program evaluations, and stakeholder input. Key entities include Nova Scotia Power, the Nova Scotia Utility and Regulatory Board (NSUARB), and various efficiency programs. Topics focus on energy conservation, cost-benefit analysis, and compliance with regulatory frameworks.

DDSM

AI summary The document discusses Demand-Side Management (DDSM) in Nova Scotia, involving regulatory considerations, program evaluations, and stakeholder input. Key entities include Nova Scotia Power, the Nova Scotia Utility and Regulatory Board (NSUARB), and various efficiency programs. Topics focus on energy conservation, cost-benefit analysis, and compliance with regulatory frameworks.

Calculator - ARET - General v6 Effective Interactive Effects Factor 1.0000 teractive Effects Factor - Demand

AI summary The text presents a table titled 'Calculator - ARET - General v6' with a column labeled 'Effective Interactive Effects Factor' set to 1.0000. The table includes a note about the 'Interactive Effects Factor - Demand', suggesting it is related to demand-side management calculations.

Tracked Unitary Savings (kWh/yr) Revised Unitary Savings (kWh/yr) Gross Net Gross Net Refrigerator (ARet) 745 406 751 410 Freezer (ARet) 756 398 863 465 Room Air Conditioner (ARet) 251 77 215 66 Small Refrigerator (ARet) 194 95 209 103 Sma...

AI summary The document presents data on appliance energy savings and peak-demand-to-energy ratios for various types of appliances, including refrigerators, freezers, air conditioners, and dehumidifiers, under different programs such as ARet, Pilot, and HomeWarming.

ERRATA ____________________________________________________________________________________ to EfficiencyOne 2020-2022 DSM Resource Plan Application and Evidence filed with the Nova Scotia Utility and Review Board on February 28, 2019 - 1....

AI summary An errata notice corrects numerical errors in EfficiencyOne's 2020-2022 DSM Resource Plan Application submitted to the Nova Scotia Utility and Review Board. Corrections include unit formatting (MT to kT) and updated investment figures for 2020-2022. The errata was filed on March 14, 2019.

EFFICIENCYONE 2020-2022 DSM RESOURCE PLAN FILING EVIDENCE

AI summary EfficiencyOne submitted its 2020-2022 Demand Side Management (DSM) Resource Plan filing evidence to Nova Scotia regulators, outlining energy efficiency initiatives and program performance metrics.

Highlights of the Preferred Plan Highlights of the Preferred Plan include: - First-Year energy savings = 1.3 percent of electricity generation; - Cumulative net lifetime CO2 reductions = 3.180 M[T12;](#page-1-0) - Lifetime unit cost = $0.0...

AI summary The Preferred Plan highlights energy savings, CO2 reductions, unit costs, measure life, system benefits, and non-lighting energy savings improvements. These metrics demonstrate the plan's effectiveness in reducing emissions and improving efficiency over time.

Key Considerations that informed the Preferred Plan - EfficiencyOne was guided by three key considerations in developing the Preferred Plan: - Maximizing Energy Savings (customer value); - Ensuring a Balanced Portfolio (customer need); and...

AI summary EfficiencyOne's Preferred Plan focuses on maximizing energy savings, ensuring a balanced portfolio, and maintaining customer affordability. It aims to increase annual energy savings from 1.2% to 1.3% of generation, resulting in approximately 141 GWh per year. The plan incurs an average annual cost of $43 million for 2020 to 2022.

EFFICIENCYONE 2020-2022 DSM RESOURCE PLAN FILING EVIDENCE 1 Plan move towards the levels set out in the IRP, but still do not achieve the optimal 2 level. 3 4 Accordingly, the gap between customer benefits contemplated by the IRP and benef...

AI summary EfficiencyOne's 2020-2022 DSM plan underinvests compared to the IRP's optimal levels, creating a widening gap between customer benefits and approved DSM outcomes. The text argues that insufficient funding for energy efficiency harms ratepayers and emphasizes the need for investment aligned with the IRP's targets, referencing a chart comparing UARB-approved expenditures to IRP plans.

EFFICIENCYONE 2020-2022 DSM RESOURCE PLAN FILING Appendix A 1 3. 2020-2022 PREFERRED PLAN 2

AI summary This document is an appendix to the EfficiencyOne 2020-2022 DSM Resource Plan Filing, which outlines the preferred plan for demand-side management during the specified period. The table indicates the structure of the filing but does not provide detailed information.

11 20 22 - 3 The 2020-2022 Preferred Plan represents a comprehensive suite of programs and 4 service offerings for Nova Scotia electricity customers. The main goal of each program 5 is to help reduce electricity costs for consumers. Furthe...

AI summary The 2020-2022 Preferred Plan aims to reduce electricity costs for consumers in Nova Scotia through a suite of programs and service offerings. Key highlights include incremental annual energy savings, CO2 reductions, and net system benefits, with a focus on long-term cost reduction and increased adoption of energy-efficient technologies.

21 2020-2022 Preferred Plan Savings and Investment 23 In 2020-2022, EfficiencyOne will invest $129.1 million (in nominal dollars) to achieve 24 421.7 GWh of incremental cumulative net energy savings, 120.1 MW of cumulative 25 system-peak d...

AI summary EfficiencyOne plans to invest $129.1 million from 2020-2022 to achieve energy savings, including 421.7 GWh of incremental cumulative net energy savings and $493.6 million in net benefits. The estimates align with Nova Scotia Greenhouse Gas Emissions Regulations.

EFFICIENCYONE 2020-2022 DSM RESOURCE PLAN FILING Appendix A 1 savings at the generator. 2 4 5 Table 2 presents program investment budgets and targets for the planned 2020-2022 portfolio.

AI summary This section of the document provides an overview of the EfficiencyOne 2020-2022 DSM Resource Plan Filing, with Appendix A presenting program investment budgets and targets for the planned 2020-2022 portfolio.

Table 1: 2020-2022 Preferred DSM Resource Plan Investment and Savings Year Investment ($ million) Lifetime Benefits ($ million) a First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Weighted- Average Measure Life (years) Peak Dem...

AI summary Table 1 presents investment and savings data for the 2020-2022 Preferred DSM Resource Plan, including annual investments, lifetime benefits, energy savings, and cost tests. The data shows consistent investment and increasing lifetime benefits over the period, with total investments reaching $129.1 million and lifetime benefits totaling $622.7 million.

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

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

EfficiencyOne – EfficiencyOne Application for approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Powe...

AI summary EfficiencyOne responds to Nova Scotia Power Inc. (NS Power) by referring to a table detailing anticipated energy savings, demand reductions, and program administrator costs for sub-components in the approved 2019 DSM Resource Plan. The proceeding involves a supply agreement application (M09096) for energy efficiency and conservation activities from 2020–2022.

1.6 New Home Construction 2.2 5.3 1.6 RESIDENTIAL TOTAL 14.2 51.2 10.0 BUSINESS, NONPROFIT AND INSTITUTIONAL PROGRAMS (BNI) EFFICIENT PRODUCT REBATES 5.2 32.5 5.1 Business Energy Rebates 5.2 32.5 5.1 CUSTOM INCENTIVES 6.1 34.3 3.6 Custom 5...

AI summary The document outlines EfficiencyOne's (E1) application for approval of a supply agreement with Nova Scotia Power Inc. (NS Power) for electricity efficiency and conservation activities (DSM 2020-2022). It includes program participation data for residential, business, and enabling strategies initiatives, along with E1's responses to NS Power.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-02: 2 3 For the 2019 DS...

AI summary EfficiencyOne (E1) states that all DSM programs for 2019 and 2020-2022 are funded by NS Power customers and the Province of Nova Scotia for non-electric residential components. Shared costs are allocated using the Nova Scotia Utility and Review Board's approved methodology. Funding breakdowns and cost allocations are detailed, with references to prior responses for specific figures.

25 26 b) For the 2019 DSM Resource Plan funding by NS Power customers for electric programs 27 and program components, please refer to EfficiencyOne’s response to NS Power IR-01. 28 Date Filed: March 29, 2019 E1 (NS Power) IR-02 Page 1 of...

AI summary EfficiencyOne (E1) responds to Nova Scotia Power Inc. (NS Power) regarding the 2019 DSM Resource Plan funding. The text references E1's application (M09096) for a supply agreement involving electricity efficiency and conservation activities from 2020–2022, highlighting program funding and regulatory approval processes.

greement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 For the 2020-2022 DSM Resource...

AI summary The document outlines NS Power's proposed 2020-2022 DSM Resource Plan, detailing budget allocations ($M), energy savings (GWh), and capacity (MW) for residential programs including efficient product rebates, appliance retirement, home energy assessments, and green heat initiatives. E1 is responding to NS Power's proposal.

.8 New Home Construction 9.0 17.0 4.8 RESIDENTIAL TOTAL 53.4 163.2 58.7 BUSINESS, NONPROFIT AND INSTITUTIONAL PROGRAMS (BNI) EFFICIENT PRODUCT REBATES 22.6 125.7 26.2 Business Energy Rebates 22.6 125.7 26.2 CUSTOM INCENTIVES 27.8 102.6 27....

AI summary The table presents program participation and expenditure data for residential and business energy efficiency initiatives in Nova Scotia, including Efficient Product Rebates, Custom Incentives, and Direct Installation programs, with totals indicating program costs and participant contributions across multiple years.

5.8 - - DSM TOTAL 129.1 421.7 120.0 4 Columns may not add correctly, due to rounding. Date Filed: March 29, 2019 E1 (NS Power) IR-02 Page 2 of 3 EfficiencyOne – EfficiencyOne Application for approval of a Supply Agreement for Electricity E...

AI summary E1 (EfficiencyOne) responds to Nova Scotia Power Inc. (NS Power) regarding the approval of a supply agreement for electricity efficiency and conservation activities (DSM 2020-2022). E1 asserts all program funding comes from customer sources, not non-customer funds, and provides details on program spending, energy savings, and demand reductions.

Energy Demand including Full HST Adjusted Savings Reductions HST for ICTs ($M) ($M) (GWH) (MW) 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 (Approved) 2020 (Proposed by E1) 2021 (Proposed by E1) 2022 (Proposed by E1) 4 5 Response IR-0...

AI summary EfficiencyOne (E1) submitted a response to Nova Scotia Power Inc. (NS Power) regarding a supply agreement application for electricity efficiency and conservation activities (DSM 2020-2022). The response includes a table with financial and energy data, including program expenses, HST ITCs, annual energy savings, and demand reductions.

C] acquired on or after the Implementation Date must be transferred to Nova Scotia Power Incorporated for the benefit of customer so Nova Scotia Power Incorporated as directed by the [Review] Board." 2015 spending was reduced by $2.3M to c...

AI summary EfficiencyOne (E1) and Nova Scotia Power Inc. (NSP) discuss a supply agreement for energy efficiency activities under the DSM 2020-2022 plan (M09096). E1 states no affiliates will execute the Preferred Plan. A $2.3M credit was applied to NSP in 2017 to offset ITC-related spending reductions from 2015.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-05: 2 3 Please describe...

AI summary EfficiencyOne (E1) engaged stakeholders from fall 2018 through the DSMAG meeting (Dec 2018), technical conferences (Feb 2019), and written feedback to refine the 2020-2022 DSM Plan. Changes were made based on stakeholder input regarding savings, investment levels, and missing considerations.

comments on the following two questions: 22 • What are you hearing from your clients? 23 • Is there anything we are missing? 24 EfficiencyOne received the following general comments: 25 • general support for increasing the emphasis on dema...

AI summary EfficiencyOne received general support for increasing demand reduction emphasis and helping underserved markets benefit from energy efficiency. EfficiencyOne addressed stakeholder comments by considering alternate scenarios with lower investment levels ($34M and $27M annually).

pply Agreement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL Stakeholder Comment How com...

AI summary The document outlines responses to stakeholder comments on the DSM 2020-2022 agreement between E1 and NS Power. It includes comparisons of the Preferred Plan and Alternate Scenario, data on end-use shifts (e.g., lighting, heat pumps), and explanations of E1's focus on demand savings. References to appendices and expert testimony are provided.

nts. savings would be achieved, on demand reduction now and how and at what cost. EfficiencyOne plans to achieve this is included in the Evidence. Date Filed: March 29, 2019 E1 (NS Power) IR-05 Page 3 of 3 EfficiencyOne – EfficiencyOne App...

AI summary EfficiencyOne (E1) seeks approval for a supply agreement with Nova Scotia Power Inc. (NSP) to implement electricity efficiency and conservation activities under the DSM 2020-2022 plan. The application includes evidence on demand reduction strategies and associated costs.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-06: 2 3 (a) Please conf...

AI summary EfficiencyOne (E1) reported achieving 151.4 GWh of first-year energy savings and 25.5 MW of peak demand savings in 2018, with cumulative totals of 419.0 GWh and 75.2 MW over 2016–2018. The response references evaluation reports and annual progress reports for these figures.

ive 1 2018 DSM Evaluation Reports: Efficiency Nova Scotia, Final Report, 27 March 2019, p 15-16. 2 2018 DSM Annual Progress Report: EfficiencyOne, 29 March 2019, p 2. Date Filed: March 29, 2019 E1 (NS Power) IR-06 Page 1 of 2 EfficiencyOne...

AI summary EfficiencyOne (E1) responds to Nova Scotia Power Inc. (NSP) regarding a supply agreement for electricity efficiency and conservation activities (2020–2022). It references 2018 evaluation reports and annual progress reports, noting a cumulative underspend of $7.1 million during the 2016–2018 DSM Plan period.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-07: 2 3 In the UARB’s O...

AI summary The UARB directed E1 to provide alternate DSM budget scenarios and NSPI to conduct rate impact analysis. E1's application includes one scenario with 125 GWh savings and $37M investment. Questions ask why only one scenario was provided, if others exist, and about stakeholder consultations.

on, if any, did EfficiencyOne engage in when creating the 26 details of the alternate scenario(s), including but not limited to, spend level and 27 energy and capacity savings? 28 Date Filed: March 29, 2019 E1 (NS Power) IR-07 Page 1 of 4...

AI summary EfficiencyOne (E1) seeks approval for a supply agreement with Nova Scotia Power Inc. (NSP) for electricity efficiency and conservation activities under the DSM 2020-2022 plan (M09096). The proceeding addresses E1's role in developing alternate scenarios, including spend levels and energy/capacity savings.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 (e) How were the investment level and savings determined for the Alternate scenario? 2 Provide any data, reports or other evidence used to create the Alternate scenario? 3 Was the ProCESS model run separately for the Pre...

AI summary EfficiencyOne developed one alternate scenario for its 2020-2022 DSM Resource Plan, arguing it was intended to be a viable, deliverable plan with the same rigor as the Preferred Plan. The Board ordered EfficiencyOne to provide alternate scenarios, but EfficiencyOne focused on one scenario due to cost and time constraints, emphasizing considerations like affordability and deliverability over mathematical exercises.

ting various investment levels without regard to considerations such as 25 deliverability, balanced portfolio, short and long term affordability, and related factors 26 considered in the development of an appropriate and deliverable DSM Pl...

AI summary EfficiencyOne (E1) developed three investment scenarios for the DSM 2020-2022 Plan, considering affordability, balanced portfolios, and deliverability. The scenarios included $34M and $27M annual investments, with alignment to the 2020-2022 DSM Resource Plan's key considerations: maximizing energy savings, balanced portfolios, and appropriate investment levels.

imizing Energy Savings (customer value); 9 • Ensuring a Balanced Portfolio (customer need); and 10 • Establishing an Appropriate Investment Level (customer affordability). 11 The $27M annual investment tables show this level of investment...

AI summary The text evaluates the impact of $27M and $34M annual investments on Energy Savings, highlighting that both fall short of 2019 targets and the 2014 IRP Preferred Resource Plan. A $27M investment yields less than 100 GWh savings annually, while $34M achieves ~118 GWh, still below 2019 goals. Lower investments hinder barrier mitigation and program effectiveness.

may not be at the same level 27 as 2019 and without the ability to increase the level of enhancements, progress to 28 overcome barriers may become more challenging into the future. Date Filed: March 29, 2019 E1 (NS Power) IR-07 Page 3 of 4...

AI summary EfficiencyOne (E1) submitted an Alternate Scenario with a $37M annual investment for its DSM 2020-2022 plan, citing prior responses to NS Power's IR-05, IR-30, and IR-67. The process model was used to evaluate both the Preferred Plan and Alternate Scenario, with measure-level outputs and quantity determinations referenced in prior filings.

rnate Scenario. 10 11 f) Please refer to EfficiencyOne’s response to NS Power IR-67 for a description of how 12 measure quantities were determined to generate the Alternate Scenario. Date Filed: March 29, 2019 E1 (NS Power) IR-07 Page 4 of...

AI summary The document references EfficiencyOne's Alternate Scenario based on their response to NS Power's IR-67, detailing how measure quantities were determined. It includes a table from NS Power's 2020-2022 DSM Resource Plan requesting a $34M investment, outlining incremental investments, energy savings, and cost-test metrics.

Residential DSM Programs Efficient Product Rebates 3.3 7.7 13.9 99.6 1.5 1.2 2.3 Existing Residential 8.0 64.5 31.6 497.8 16.3 2.1 8.1 New Residential 2.6 12.5 5.4 162.5 1.5 1.6 4.9 Business, Nonprofit and Institutional Programs Efficient...

AI summary The table outlines participation figures for residential and business demand-side management (DSM) programs, including efficient product rebates, custom incentives, and direct installation initiatives. It categorizes data by program type and includes totals, highlighting the scale of energy efficiency efforts across residential, commercial, and institutional sectors.

Residential DSM Programs Efficient Product Rebates 3.2 6.6 12.3 82.4 1.3 1.1 2.1 Existing Residential 8.0 67.7 31.6 515.3 16.5 2.2 8.4 New Residential 2.7 13.4 5.6 168.2 1.6 1.6 4.9 Business, Nonprofit and Institutional Programs Efficient...

AI summary The table outlines participation and cost data for residential and non-residential demand-side management (DSM) programs, including efficient product rebates, custom incentives, and direct installation initiatives. It categorizes programs into residential, business/nonprofit, and enabling strategies, with totals summarizing overall participation and expenditures.

Residential DSM Programs Efficient Product Rebates 3.0 5.9 10.5 71.9 1.0 1.0 1.9 Existing Residential 7.6 66.5 29.8 479.9 16.1 2.2 8.8 New Residential 2.9 14.3 5.7 173.8 1.6 1.7 5.0 Business, Nonprofit and Institutional Programs Efficient...

AI summary The text presents a table summarizing participation metrics for residential and business demand-side management (DSM) programs, including efficient product rebates, direct installation, and enabling strategies. It highlights program categories, subcategories, and associated numerical data, likely reflecting participation rates or expenditure allocations.

bTRC is a benefit/cost ratio of comparing lifetime benefits to the sum of EfficiencyOne's and participants' costs. cPAC is a benefit/cost ratio comparing lifetime benefits to EfficiencyOne's costs. Note: These results have not subject to t...

AI summary The document defines TRC (Total Resource Cost Test) and PAC (Program Cost Test) as benefit/cost ratios comparing lifetime benefits to combined or individual costs. It references a 2020-2022 DSM Resource Plan requesting $27M investment from NSP. The note clarifies these results are unvetted and not official E1 deliverables.

Residential DSM Programs Efficient Product Rebates 2.9 7.0 12.6 90.9 1.4 1.4 2.5 Existing Residential 6.4 40.2 23.8 378.0 8.6 2.4 6.3 New Residential 2.3 11.4 4.9 147.1 1.4 1.6 4.9 Business, Nonprofit and Institutional Programs Efficient P...

AI summary The text presents data on residential and business energy efficiency programs, including Efficient Product Rebates, Custom Incentives, and Direct Installation, with figures indicating participation and program costs across different categories.

Residential DSM Programs Efficient Product Rebates 2.6 6.0 10.6 75.4 1.1 1.3 2.3 Existing Residential 6.3 41.5 23.8 379.3 8.6 2.5 6.6 New Residential 2.4 11.7 4.9 147.3 1.4 1.6 4.9 Business, Nonprofit and Institutional Programs Efficient P...

AI summary The document presents data on residential and business energy efficiency programs, including efficient product rebates, custom incentives, and direct installation initiatives. The data includes metrics such as program participation, costs, and other enabling strategies across various years.

N/A N/A Total 27.1 132.4 97.8 1421.9 22.2 2.1 4.9 Incremental Incremental Lifetime Energy Annual Net Program Investment Lifetime Benefits Annual Net Total Resource 2022 a Savings at Demand Savings b Administrator ($ million) ($ million) En...

AI summary The text presents a table with financial and energy data, including investment, benefits, energy savings, and cost tests related to programs. It includes metrics such as lifetime energy savings, annual net demand savings, and program administrator details.

Residential DSM Programs Efficient Product Rebates 2.1 4.5 7.0 56.0 0.6 1.1 2.1 Existing Residential 6.3 42.2 23.8 372.7 8.5 2.5 6.7 New Residential 2.6 13.0 5.2 158.1 1.5 1.7 5.0 Business, Nonprofit and Institutional Programs Efficient Pr...

AI summary The text presents a table detailing various residential and business DSM programs, including efficient product rebates, custom incentives, and direct installation, along with their associated costs and participation metrics. It highlights the distribution of program costs and participation across different categories.

Residential DSM Programs Efficient Product Rebates 3.2 7.3 13.3 95.1 1.4 1.2 2.3 Existing Residential 8.5 63.4 30.6 484.6 16.1 2.1 7.5 New Residential 2.5 12.0 5.1 155.1 1.5 1.6 4.9 Business, Nonprofit and Institutional Programs Efficient...

AI summary The text presents data on residential and business DSM programs, including efficient product rebates, custom incentives, and direct installation, along with enabling strategies such as education and outreach. The data includes metrics such as program participation and costs.

Residential DSM Programs Efficient Product Rebates 3.0 6.3 11.7 78.9 1.2 1.1 2.1 Existing Residential 8.6 66.8 30.5 501.3 16.5 2.2 7.8 New Residential 2.6 12.8 5.3 160.5 1.5 1.6 4.9 Business, Nonprofit and Institutional Programs Efficient...

AI summary The table outlines participation and program metrics for residential and business energy efficiency programs, including efficient product rebates, custom incentives, and direct installation initiatives. It provides data across various categories, such as participation numbers and program costs, highlighting the scale and distribution of energy efficiency efforts.

Residential DSM Programs Efficient Product Rebates 2.9 5.6 10.0 68.8 1.0 1.0 1.9 Existing Residential 8.4 66.5 28.8 467.5 16.4 2.2 7.9 New Residential 2.8 13.7 5.5 165.8 1.6 1.7 5.0 Business, Nonprofit and Institutional Programs Efficient...

AI summary The text presents a table detailing various residential and business energy efficiency programs, including efficient product rebates, custom incentives, and direct installation, along with their associated metrics. It also includes enabling strategies such as education and outreach, and development and research.

35.7 2.1 5.4 aLifetime benefits are expressed as the net present value of the avoided costs, including energy, capacity, transmission and distribution, over the life of the program measures, using utility WACC. bTRC is a benefit/cost ratio...

AI summary The document discusses the EfficiencyOne application for a supply agreement with Nova Scotia Power Inc. for electricity efficiency and conservation activities from 2020 to 2022. It references the Total Resource Cost Test (TRC) and Program Cost Test (PAC) as benefit/cost ratios used in the evaluation of the program.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-08: 2 3 Reference: Appe...

AI summary EfficiencyOne explains that the 2020-2022 DSM Plan includes a Preferred Plan and an Alternate Scenario, with the latter initially referred to as a Plan due to the same level of rigor applied during development. However, EfficiencyOne now refers to it as a scenario rather than a plan.

udes a section “Program Alternative” for each program 26 outlining the details of the Alternate Scenario. EfficiencyOne now refers to the Alternate 27 as a scenario not a plan. 28 Date Filed: March 29, 2019 E1 (NS Power) IR-08 Page 1 of 2...

AI summary EfficiencyOne submitted an application for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period. The application includes an 'Alternate Scenario' as required by the NSUARB's 2015 Order, with details provided in appendices.

by the Standardized Filing Framework for the Alternate has 17 been included in Appendix A – 2020-2022 DSM Resource Plan Sections 4 and 5 and in 18 Appendix C – Alternate Scenario. Date Filed: March 29, 2019 E1 (NS Power) IR-08 Page 2 of 2...

AI summary This document outlines EfficiencyOne's application for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the 2020-2022 DSM plan, referencing the Standardized Filing Framework and Appendix sections.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-09: 2 3 At NS Power’s r...

AI summary NS Power requested EfficiencyOne to provide scenarios and supporting documents for $27 million and $34 million DSM budgets. EfficiencyOne coordinated a meeting to review model inputs and shared tables with these investment levels, though they had not been fully vetted for deliverable DSM plans.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

ther proprietary notices, legends, 20 symbols, or labels in the Model; or (viii) use any related documentation provided for use 21 with the Model except in connection with the Model. 22 In addition to the “static model” EfficiencyOne also...

AI summary EfficiencyOne provided a static model and facilitated model runs for NS Power with Navigant. NS Power did not involve EfficiencyOne in reviewing or providing input into these model runs, meaning none of the model runs were subject to EfficiencyOne’s full vetting process for developing deliverable DSM plans.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 a) In response to this IR, Efficie...

AI summary EfficiencyOne has responded to Nova Scotia Power Inc. (NS Power) regarding the model outputs used for the $27M and $34M investment levels in the DSM 2020-2022 plan. The ProCESS model was used, and EfficiencyOne has not fully vetted these outputs as deliverable DSM plans.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-10: 2 3 Reference: Evid...

AI summary EfficiencyOne explains that affordability of its DSM plan is determined by balancing short-term and long-term rate and bill impacts. It highlights that the three-year investment of $129.1M yields $622.7M in energy savings, resulting in a 4.8 return on every $1 invested. Bill increases are projected to be between 0.8% and 1.7%.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 between 1 percent and 4 percent, t...

AI summary The document discusses the affordability of the DSM 2020-2022 plan, referencing historical investment levels approved by the UARB and noting that these plans were determined to be in the best interest of ratepayers and therefore affordable.

ment levels, was subject to 13 rigorous stakeholder and regulatory review and ultimately determined to be in the best 14 interest of NS Power ratepayers; and therefore affordable. 15 At an average annual investment of $43.0M, the Efficienc...

AI summary The text discusses the approval of EfficiencyOne’s Preferred DSM Plan, which was subject to stakeholder and regulatory review and determined to be in the best interest of NS Power ratepayers. The plan involves an average annual investment of $43.0M over a 9-year period.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 history and is closer to the avera...

AI summary EfficiencyOne argues that its proposed DSM Plan for 2020-2022 is affordable and requires lower ratepayer contributions than historical averages, citing amortization of HST settlement recovery and underspend from previous plans.

.5M, will result in the Preferred DSM 17 Plan being delivered to ratepayers at a level below the average historical approved 18 investment levels as presented in Table 2 below. 19 Date Filed: March 29, 2019 E1 (NS Power) IR-10 Page 3 of 4...

AI summary The Preferred DSM Plan is expected to be delivered at a level below the average historical approved investment levels, as shown in Table 2, which outlines the investment amounts for 2020, 2021, and 2022.

(2.5) (2.5) Underspend / Interest Earned HST recovery (5.0) (5.0) (5.0) Net Ratepayer 34.4 35.8 36.4 Contribution 3 4 The required investment, net of cumulative underspend and HST recovery, amounts to an 5 annual average of $35.53M over th...

AI summary The document discusses the affordability of EfficiencyOne's 2020-2022 Preferred DSM Plan, noting that the required investment is $35.53M annually over three years, representing a 1.4% increase from the 5-year average and a 10.1% decrease from the 9-year average. EfficiencyOne affirms the plan is affordable based on historical investment levels and expert testimony, though no specific affordability surveys were conducted with Nova Scotians.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 Request IR-11: 2 3 Reference: Evidence, page 7, lines 19-21. 4 5 EfficiencyOne states that the level of energy savings in the preferred plan was informed by 6 the 2014 IRP and “re-inforced by trends in leading jurisdicti...

AI summary EfficiencyOne references the 2014 IRP and trends in leading jurisdictions to support the level of energy savings in the preferred plan. The response includes tables comparing energy savings trends in various jurisdictions from 2011 to 2017.

.7% 1.5% 2014 1.9% 3.5% 2.5% 1.6% 1.3% 1.4% 1.5% 1.0% 1.1% 1.6% 1.7% 2015 2.0% 2.9% 2.7% 2.0% 1.5% 1.2% 1.5% 1.4% 1.1% 1.2% 1.8% 2016 2.5% 2.9% 3.0% 1.5% 1.5% 1.2% 1.3% 1.5% 1.2% 1.4% 1.8% 2017 3.3% 3.1% 2.6% 2.0% 1.6% 1.5% 1.5% 1.4% 1.3%...

AI summary The text presents data on energy efficiency savings percentages from 2014 to 2017, sourced from ACEEE State Energy Efficiency Scorecards. It also references a filing by EfficiencyOne (E1) for approval of a supply agreement with Nova Scotia Power Inc. (NS Power) for energy efficiency and conservation activities between 2020 and 2022, under matter number M09096.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-12: 2 3 Reference: Evid...

AI summary The document outlines a request for updated data and market price information related to EfficiencyOne's lighting measures and energy savings tracking from 2011 to 2014 and 2018. EfficiencyOne explains that energy savings by end use were not tracked during 2011-2014, and provides an updated table with unverified 2018 forecast data.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

One does not have the projected market price for A-Series LED lamps over the 7 next five years. The incentives in retail stores for this measure have been discontinued as 8 of 2019. Date Filed: March 29, 2019 E1 (NS Power) IR-12 Page 3 of...

AI summary The document discusses the discontinuation of incentives for A-Series LED lamps in retail stores as of 2019, along with the lack of projected market prices for these lamps over the next five years. It is part of an application by EfficiencyOne for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-13: 2 3 Reference: Evid...

AI summary The document outlines a request for EfficiencyOne to describe the process used to identify underserved markets and barriers to participation in the Residential and BNI sectors during the 2016-2018 and 2019 DSM Plans. It also asks for a comparison of mitigation strategies used in those plans with those in the Preferred Plan.

se provide a table similar to Table 6 showing the mitigation strategies used by 26 EfficiencyOne in its 2019 DSM Plan to barriers to participation in the Residential 27 sector. 28 Date Filed: March 29, 2019 E1 (NS Power) IR-13 Page 1 of 5...

AI summary The document references a request for a table showing mitigation strategies used by EfficiencyOne in its 2019 DSM Plan for the Residential sector. It also mentions an application by EfficiencyOne for approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020-2022) under matter number M09096.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 (g) Please provide a table similar to Table 7 showing the mitigation strategies used by 2 EfficiencyOne in its 2016-2018 DSM Plan to barriers to participation in the BNI 3 sector. 4 5 (h) Please provide a table similar t...

AI summary EfficiencyOne has addressed barriers to participation in the BNI sector through programs like HomeWarming and collaboration with the Affordable Energy Coalition. They expanded services for low-income renters and First Nation communities, including deep energy retrofits. Barriers identified in recent DSM plans are similar to those from earlier periods, indicating ongoing challenges.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

al home heating distributors. 3 4 In addition to the enhancements listed above, EfficiencyOne will build upon the 5 successful strategies used in 2016 through 2019. These include: 6 • New activities to cross-promote ENS programs and progra...

AI summary EfficiencyOne plans to expand and improve its energy efficiency programs by building on past strategies, increasing collaboration, enhancing outreach, and utilizing data analytics to better reach target markets and improve program delivery across Nova Scotia.

and reach target markets; 26 • New partner recognition activities; 27 • New enhancements to the ENS website; and 28 • Additional activities as opportunities arise. 29 Date Filed: March 29, 2019 E1 (NS Power) IR-13 Page 4 of 5 EfficiencyOne...

AI summary EfficiencyOne provides information on participation barriers and mitigation strategies from 2016-2018, which are included in reports filed with the Nova Scotia Utility and Review Board and will continue to be included in reports on the 2019 DSM Plan activity.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-14: 2 3 Reference: Evid...

AI summary The document outlines a request for details on changes to financial and technical assistance under the Preferred Plan compared to previous DSM Plans. The response indicates that the 2019 DSM Plan is largely similar to the 2016-2018 plan, with the Preferred Plan introducing specific enhancements detailed in appendices.

enhancements are 28 detailed in Appendix A – Section 4 on a program by program basis and BNI Sector 29 enhancements detailed in Appendix A – Section 5 on a program by program basis. Date Filed: March 29, 2019 E1 (NS Power) IR-14 Page 1 of...

AI summary The document outlines program cost breakdowns for EfficiencyOne's energy efficiency initiatives, including Efficient Product Rebates, Residential programs, and BNI Sector enhancements, with details provided for 2016-2018, 2019, and 2020-2022.

11.0 4.1 13.9 BNI Total 48.0 15.4 64.2 5 6 c) Please refer to part b). Date Filed: March 29, 2019 E1 (NS Power) IR-14 Page 2 of 2 EfficiencyOne – EfficiencyOne Application for approval of a Supply Agreement for Electricity Efficiency and C...

AI summary EfficiencyOne responds to questions about its cost management strategies, confirming the implementation of benchmarking since 2011 and competitive procurement since 2010, as part of its application for a supply agreement with Nova Scotia Power Inc.

25 comparison have been in place since 2011. 26 • Competitive Procurement – The Board of Directors approved EfficiencyOne’s first 27 Procurement Policy in 2010. Date Filed: March 29, 2019 E1 (NS Power) IR-15 Page 1 of 3 EfficiencyOne – Eff...

AI summary The document discusses EfficiencyOne's application for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. (DSM 2020-2022) under matter number M09096. It references past procurement policies approved by the Board of Directors, including one from 2010.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 • Independent Reviews – The evaluation of energy savings and the audit of financial 2 statements have been conducted since 2010. The internal audit function was 3 introduced in 2013. 4 • Process Improvement – The introdu...

AI summary EfficiencyOne has implemented several cost management strategies, including independent reviews and process improvement initiatives like LEAN. It also uses benchmarking and market research to ensure its costs align with industry standards, referencing CLEAResult and other market research reports.

9 NS Power IR-15 Attachment 1 Page 4 of 206 EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16)

AI summary This document outlines EfficiencyOne's incentive setting methodology filing, which is part of a regulatory proceeding related to energy efficiency programs and customer incentives.

1 1. INTRODUCTION 2 The purpose of this Implementation Plan (the “Plan”) is to provide 3 EfficiencyOne’s response to the three main recommendations contained within 4 CLEAResult’s Incentive Setting Methodology Report (the “Report”, attache...

AI summary This Implementation Plan outlines EfficiencyOne's response to recommendations from CLEAResult’s Incentive Setting Methodology Report and proposes integrating these recommendations into business practices. The plan includes background on the report's development, a summary of its key recommendations, and EfficiencyOne’s commitment to ongoing updates. EfficiencyOne requests the Nova Scotia Utility and Review Board to accept the report and its implementation plan.

1 2 The Board directs E1 to undertake research and make 3 recommendations on a more rigorous program for determining 4 incentives, which is to be filed by June 30, 2016, provided that 5 any revisions can be implemented shortly thereafter a...

AI summary The Board directed EfficiencyOne to develop a more rigorous program for determining incentives, with a report due by June 30, 2016. EfficiencyOne developed a Scope of Work, shared it with the DSM Advisory Group, and initiated an RFP process. CLEAResult was selected to conduct the research, which included a jurisdictional review and analysis of Nova Scotia’s electricity market.

19 NS Power IR-15 Attachment 1 Page 6 of 206 EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) 1 2 EfficiencyOne shared a preliminary draft report with the DSMAG on April 11, 3 2016. This draft report provided CLEAResult’s de...

AI summary EfficiencyOne submitted a draft report on its incentive setting methodology to the DSMAG in April 2016, with subsequent revisions based on feedback from stakeholders including the Affordable Energy Coalition and Nova Scotia Power Inc. The final report was filed on June 30, 2016.

1 3. EFFICIENCYONE’S IMPLEMENTATION PLAN 2 EfficiencyOne agrees with CLEAResult’s three recommendations. 3 4 The five general principles CLEAResult suggests for incentive setting are: 5 1. Customer motivations and barriers for participatio...

AI summary EfficiencyOne agrees with CLEAResult’s recommendations and outlines a plan to implement them by December 31, 2016, and June 30, 2017. The plan includes developing an incentive manual, completing market research, and creating a consolidated calculator for incentive setting.

, 2019 NS Power IR-15 Attachment 1 Page 10 of 206 EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16)

AI summary This document is an incentive setting methodology filing by EfficiencyOne, submitted in 2019 as part of a regulatory proceeding related to demand-side management programs.

entation of all practices and process 24 will occur prior to June 30th, 2017. 25 26 EfficiencyOne suggests that the Evaluation and Verification process is the 27 appropriate vehicle to ensure external oversight of EfficiencyOne’s complianc...

AI summary EfficiencyOne suggests that the Evaluation and Verification process is the appropriate vehicle to ensure external oversight of its compliance with the practices and processes developed as part of implementation.

29, 2019 NS Power IR-15 Attachment 1 Page 11 of 206 EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16)

AI summary The document outlines the EfficiencyOne incentive setting methodology filing (E-ENS-R-16), submitted by NS Power in 2019. It details the approach for setting incentives under the EfficiencyOne program, a key aspect of demand-side management in Nova Scotia.

EfficiencyOne commits to developing a market research plan for 2017-2018 27 prior to the end of the 2016 calendar year to address CLEAResult’s 28 recommendations. 29 30 EfficiencyOne is currently determining the best approach for conductin...

AI summary EfficiencyOne is committed to developing a market research plan for 2017-2018 to address CLEAResult’s recommendations. The plan is to be finalized by the end of 2016, with options for technology and market penetration research under consideration.

1 • Frequent research conducted by market research agencies; or 2 • More frequent baseline studies (i.e. biannual studies) similar to those 3 conducted within the development of DSM Potential Studies. 4 5 3.2.2 Recommendation 2 b) 6 Effici...

AI summary EfficiencyOne agrees with the value of a TRM and is developing both electronic and print versions to be completed by mid-2017. They also plan to develop a consolidated calculator for incentive design, leveraging an existing tool, to be completed by the end of 2016.

51 Figure 11: Existing Incentive Development Process 52 Figure 12: New Incentive Development Process 53 Figure 13: Excel-Based Tool for Review Protocol 70 6 We change the way people use energy™ Date Filed: March 29, 2019 NS Power IR-15 Att...

AI summary The text references figures related to incentive development processes and an Excel-based tool for review protocols, with a focus on energy use and efficiency. It includes a date filed and page reference from a regulatory document.

Executive Summary As a result of the regulatory process for the 2016-2018 Demand Side Management (DSM) Resource Plan, EfficiencyOne was asked to review its current incentive level setting methodology. The Nova Scotia Utility and Review Boa...

AI summary EfficiencyOne was asked to review its incentive level setting methodology following the 2016-2018 DSM Resource Plan regulatory process. The UARB requested a quantitative analysis to assess whether incentive levels are set appropriately. CLEAResult was retained to examine methodologies from other jurisdictions and develop a comprehensive approach for Efficiency Nova Scotia’s programs.

could be identified that were employed by all jurisdictions in their incentive level setting processes. These principles include: 1. Assess and account for customer motivations and barriers to participation; 2. Determine technology savings...

AI summary The document outlines principles used by jurisdictions in setting incentive levels, including assessing customer motivations, technology savings, financial impacts, and benchmarking. EfficiencyOne's approach to incentive setting in Nova Scotia was reviewed, considering market-specific factors and four programs: Instant Savings, Custom, Business Energy Rebates, and Home Energy Assessment.

EfficiencyOne would benefit as a peer leader by having a documented framework to ensure consistency in delivery and continuous refinement of the incentive setting process. 2. Conduct ongoing customer and technology research for identified...

AI summary EfficiencyOne is advised to develop a documented framework for consistency in incentive setting, conduct ongoing research on energy technologies, and ensure that energy savings and cost-effectiveness metrics are used to determine appropriate incentive levels.

wed consistently and at the required intervals. If EfficiencyOne pursues these recommendations, the implemented incentive setting process will be a market leader in North America. 9 We change the way people use energy™ Date Filed: March 29...

AI summary EfficiencyOne is directed by the UARB to present recommendations for the 2016-2018 DSM Resource Plan, following a budget adjustment in the Quantum Agreement. The energy and demand savings targets remain unchanged at 405.9 GWh and 62.5 MW, with the budget reduced from $121.5 million to $102.15 million.

n order to address these barriers, programs use three main types of incentives: 1. Financial 2. Convenience 3. Educational/Technical Assistance

AI summary The text outlines three main types of incentives used by programs to address barriers: financial, convenience, and educational/technical assistance.

These incentives can be used in isolation, or in combination with each other, depending on the specific barriers present. All three types of incentives should aim to alleviate barriers to participation. Often, the main component of utility...

AI summary The text discusses the use of financial and convenience incentives in energy conservation programs to overcome cost and time barriers for participants. Financial incentives are a major component of program budgets, with some jurisdictions requiring that program administration costs be minimized to ensure participants receive the majority of benefits.

d technical assistance incentives. These incentives address the lack of knowledge barrier. From posting energy savings tips and a home energy assessment tool on a public website to providing residential and commercial on-site energy assess...

AI summary Educational and technical assistance incentives are crucial for overcoming knowledge barriers in energy efficiency programs. These incentives range from online tools to on-site assessments and are tied to energy savings in some cases. They support market transformation by encouraging participation in energy conservation initiatives.

hich can help shape the incentive-setting analysis. For optimal program delivery, the supply chain and stakeholders should also review potential incentive changes and be provided notice to prepare for those changes. Additionally, if the su...

AI summary The text discusses the importance of engaging the supply chain and stakeholders in energy efficiency programs, including considerations for incentive-setting, barriers to participation, and the presence of other market incentives. It also highlights the need for benchmarking incentive rates against similar programs in other jurisdictions when local data is unavailable.

structure, supply chain, environmental and demographic factors. To address these issues, incentives in one jurisdiction can be established by referring to the incentives in another comparable jurisdiction (direct benchmarking). A second op...

AI summary The text discusses methods for addressing challenges in incentive design by using benchmarking across jurisdictions and considering program evaluation reports and historical experience. It emphasizes the importance of dialogue with other regions and using past data to improve incentive effectiveness and budget alignment.

rocess. For technologies that are either more mature, do not naturally have a high uptake due to niche application or both, there is less risk in having an annual incentive review process. 20 We change the way people use energy™ Date Filed...

AI summary The document outlines a review protocol for incentive programs, emphasizing factors such as customer pricing, technology penetration, savings forecasts, and financial impacts. It highlights the need for annual reviews for certain technologies and the importance of understanding tolerance levels for various factors in the analysis.

While there are many detailed nuances which differ from jurisdiction to jurisdiction (e.g., how they conduct supply chain research), our research has shown that the general framework and best 23 We change the way people use energy™ Date Fi...

AI summary The text outlines a general framework for setting incentive rates, emphasizing that while jurisdictions may differ in execution, the overall process involves research, data analysis, modeling, and implementation. EfficiencyOne is noted as performing similar steps, with the document focusing on detailed nuances.

tomer Participation Forecasts Findings reporting Incentive Customer and Supply Chain Technology Financial Impact & Risks Thresholds Engagement Other Supply Chain Cost-Effectiveness Testing Monitor and Manage Considerations Periodic Updatin...

AI summary The text outlines a methodology for identifying best practices in incentive setting, focusing on customer participation forecasts, financial impact, cost-effectiveness testing, and periodic updating. It highlights the importance of research and engagement in the process.

incentives. efficiency technology in market from comparable jurisdictions. Technology Multiple jurisdictions create documents similar to TRMs. For example: Research Efficiency Maine’s Residential and Commercial TRM provides documentation f...

AI summary The text discusses the use of technical reference manuals (TRMs) in multiple jurisdictions, such as Efficiency Maine and the Commission of Con Ed New York, to standardize the calculation of energy and demand savings from efficiency measures. These documents serve as common points of reference for methods, formulas, and assumptions used in energy efficiency programs.

Surveying the supply chain and service PG&E will hold on-camera interviews with distributors and Program administrators perform providers is extremely valuable during the manufacturers to determine measure price points and research in supp...

AI summary The text discusses the importance of supply chain and service research in setting incentive levels for energy efficiency programs. It highlights the role of program administrators in gathering insights from distributors, manufacturers, and customers to determine measure costs, performance, and barriers to participation.

is involves testing the product  Provide feedback on program prototype with customers and key stakeholders before delivery strategies launch.  Determine how incentive rates in market will alter their business strategies Table 3: Research...

AI summary The text discusses engaging customers and key stakeholders in testing a product prototype and gathering feedback before launch. It also mentions analyzing how incentive rates in the market may affect business strategies.

Data Analysis Phase General Principle Definition Examples Identified Best Practice Once the research and engagement Program administrators include in their phase is completed, findings must be The Energy Trust of Oregon undertakes this exe...

AI summary This section outlines the data analysis phase, emphasizing the consolidation of findings after the research and engagement phase. It highlights the importance of analyzing findings to set incentive rates and mentions the Energy Trust of Oregon as an example. Best practices include documenting barriers and solutions in TRMs or separate documentation.

To determine the impact of the measure In Ontario, the IESO requires that any new program or A measure forecast should be created on the total savings target and budget, it measure be approved through a formal business case in order to det...

AI summary The text discusses the importance of creating participation forecasts for new programs, emphasizing the need to estimate market size and potential uptake. It references practices in Ontario and Efficiency Vermont, highlighting the use of historical data and market size as indicators for forecasting.

ivery strategies to overcome customer barriers

AI summary The text discusses strategies aimed at overcoming customer barriers in the implementation of energy efficiency and other related programs.

494,927 This does not include the customer accounts from the six municipal electric utilities. Table 6: NS Power Customer Accounts by Rate Class The following information was obtained from the Nova Scotia 2015-2040 DSM Potential Study, aut...

AI summary The text provides the number of customer accounts managed by NS Power, excluding those from six municipal electric utilities, and references the Nova Scotia 2015-2040 DSM Potential Study by Navigant Consulting, which includes data from EfficiencyOne, Stats Canada, and ElectroFed.

. This leads to an estimate of 225,000 electric heating systems in Nova Scotia, of which 140,000 are primary and 85,000 are secondary. EfficiencyOne assumes that primary heating systems have 2,750 operating hours, while secondary heating s...

AI summary The text estimates there are 225,000 electric heating systems in Nova Scotia, with 140,000 primary and 85,000 secondary systems. EfficiencyOne assumes primary systems operate for 2,750 hours, while secondary systems operate less. This presents an opportunity for electricity savings in residential heating due to lower heating requirements and more efficient options.

$0.25/kWh 2017 136.5 $34.02 $0.25/kWh 2018 136.3 $34.92 $0.26/kWh Total 405.9 $102.15 $0.25/kWh Table 9: ENS’s Targets and Budgets From a total consumption perspective, ENS’s annual target for 2015 is 1.3 percent of electricity sales for t...

AI summary The document discusses ENS’s energy efficiency targets and budgets, referencing a 2014 study on achievable potential for DSM in Nova Scotia, including annual savings and expenditure figures for 2016–2018.

Total 417.8 $152.9 $0.37/kWh Table 10: Nova Scotia Achievable Potential Summary The numbers presented are for the base scenario, where the incentives do not change over time. This suggests that ENS’s current savings targets are almost 100...

AI summary The text discusses ENS's current savings targets being nearly 100% of achievable potential, though the approved budget is only 50-70% of the forecasted required budget. ENS is running its portfolio efficiently and optimizing savings for expenditure. Historical performance is also strong compared to other jurisdictions.

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

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

r TRC screening, the only cost parameter that ENS controls is the program administration costs 20 Nova Scotia 2015-2040 Demand Side Management (DSM) Potential Study – Navigant Consulting 34 We change the way people use energy™ Date Filed:...

AI summary The document discusses the TRC screening process and highlights that ENS only controls program administration costs. It references a DSM potential study and includes a date and page reference from a filing.

Commercial, institutional and industrial customers are eligible to apply to the Custom Program for measures or projects that do not fit under a prescriptive project stream. Scoping and/or Feasibility studies have to be conducted before the...

AI summary The Custom Program allows commercial, institutional, and industrial customers to apply for energy efficiency measures not covered by standard project streams. Projects require scoping or feasibility studies, and incentives are calculated based on various factors. Interest-free financing is available, and there are specialized components for compressed air and recommissioning services.

facilitating energy mapping, monitoring and reporting, employee training, and support for employee engagement activities. Table 11: ENS Program Overview Low Income Program Plans ENS’s DSM portfolio currently does not feature an electricity...

AI summary The document discusses ENS's plans for a low-income energy efficiency pilot program, including building-wide upgrades, rebates for energy-saving measures, and modeling after the SBES delivery approach. The program aims to address the 350,000 kWh cap and include funding caps at the owner and project levels.

3) Through the midstream application, in addition to the contractor education benefit that will pass down to the customers, the distributors are encouraged to stock more efficient products, forcing the market to change in terms of the opti...

AI summary The text discusses the midstream application's impact on encouraging distributors to stock more efficient products and the inclusion of commercial and industrial customers' measures in the Custom Program. It also references a table on barriers and incentive strategies for EfficiencyOne Programs.

t you would have to give some thought to buying it? (Expensive) 4. At what price would you consider the product to be a bargain – a great buy for the money? (Cheap) Since consumers are not a homogenous group, the distributions are needed w...

AI summary The text discusses the use of price sensitivity metering to determine acceptable pricing levels for consumers, using cumulative distribution curves to identify price ranges. It references a study by Roll et al. and mentions Van Westerndorp’s Price Sensitivity Meter as a method for analyzing consumer price perceptions.

al expensiveness, and can set the upper boundary of an acceptable price range for consumers. Figure 7: Van Westerndorp’s Price Sensitivity Meter23 While this analysis is not exact, it provides a useful reference point for setting incentive...

AI summary The text discusses methods for determining acceptable pricing ranges for consumer incentives, specifically using Van Westerndorp’s Price Sensitivity Meter and Conjoint Analysis. These tools help evaluate how different attributes influence consumer value and identify appropriate incentive levels.

process, so that the two exercises can be collaborative and leverage research. EfficiencyOne interacts with the supply chain  EfficiencyOne should maintain the current manner that it uses to engage the through three different avenues: dif...

AI summary EfficiencyOne engages with the supply chain through active program management, annual surveys, and specialized research engagements. It is recommended that EfficiencyOne maintain its current engagement methods and consider developing program-specific advisory panels as a value-add activity.

ntive Development Process (for existing incentives that are being reviewed); and 3. New Incentive Development Process (for new incentives that are being considered for implementation). The flow charts do not explicitly list the need to doc...

AI summary The text outlines processes for reviewing and developing new incentives, emphasizing the importance of considering existing market incentives in customer research, technology research, and financial impact analysis. It also describes an initial process for incentive setting exercises.

For Instant Savings, EfficiencyOne gains an understanding of the supply chain and service  The current activities should be continued. EfficiencyOne, both provider considerations through the following activities: through active program ma...

AI summary EfficiencyOne is advised to continue ongoing program management and evaluation to gain insights into the supply chain and service provider considerations. Annual meetings with retailers and manufacturers are recommended to understand stocking plans and product strategies. It is also suggested that EfficiencyOne explore whether retailers or manufacturers may offer their own incentives for products during upcoming campaigns.

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

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

For the Custom Program, EfficiencyOne gains an  Market research should continue to be conducted, especially for understanding of customer motivations and barriers through: areas that are underperforming in terms of participation.  From t...

AI summary The document discusses the need for continued market research, program management, benchmarking, and evaluation for EfficiencyOne's Custom Program, particularly focusing on understanding customer motivations and barriers in underperforming areas and the large commercial and industrial sector.

barriers for the large commercial and industrial sector. If In 2014, EfficiencyOne conducted research into the existing possible, ENS should attempt to aggregate this research, and market barriers and consequentially the required support t...

AI summary The text discusses market barriers for energy efficiency in the large commercial and industrial sector, highlighting the importance of financial and educational incentives. Research by EfficiencyOne in 2014 emphasized the need for financial support to drive participation, while customer surveys indicated that educational incentives and energy modeling expertise were more influential than financial incentives alone.

centives in Custom and through another program, the Business Energy Rebates. Ongoing Program Management Through general program management, EfficiencyOne has business development managers who are responsible for major customers. The busine...

AI summary EfficiencyOne manages incentive programs for large customers through business development managers who engage directly with customers to gather data on payback and motivation barriers, which informs incentive level setting.

NS Power IR-15 Attachment 1 Page 75 of 206 for incentive level setting and understanding customer motivation barriers. Through ongoing program management efforts, the limited uptake in the low cost financing offer indicates that direct fin...

AI summary The document discusses the limited uptake in low-cost financing offers for energy efficiency programs, suggesting that direct financial incentives are more effective than financing solutions. Larger Custom Retrofit projects show a 10% uptake in financing, whereas smaller projects and residential sectors do not show similar results. The small business sector has seen significant financing uptake in the past.

Savings, Price and Market Below are two examples for large savings opportunities Penetration provided with Nova Scotia’s market characteristics in mind: 1. Space cooling systems that feature direct expansion technology, either through ince...

AI summary The text outlines two examples of large savings opportunities in Nova Scotia, focusing on space cooling systems with direct expansion technology and electric baseboard heating systems, particularly for controls installation and major renovations, to assist in setting incentive levels.

For the Custom Program, EfficiencyOne gains an  The current activities should be continued. understanding of the supply chain and service provider  EfficiencyOne’s should use its active program management and considerations through: prog...

AI summary The document outlines the need for EfficiencyOne to continue its engagement with the supply chain through ongoing program management and evaluation. This includes understanding market penetration of technologies and validating customer motivations and barriers.

red for new In 2014, EfficiencyOne conducted research into the existing market barriers and, programs) and program evaluation activities to consequentially, the required support that businesses need to pursue energy efficiency develop a cl...

AI summary EfficiencyOne conducted research in 2014 to identify market barriers for businesses adopting energy efficiency programs and found that financial support is crucial for participation. Ongoing program management includes dedicated roles such as Business Development Managers and Application Coordinators to support distributors and customers.

program. They work with both the distributors in the midstream program and customers who access the downstream application process. Through these efforts, as well as the need for project invoices to be submitted, reference points are provi...

AI summary The text discusses program benchmarking and evaluation, including the use of incentives based on a similar program from Efficiency Vermont and the annual evaluation process to determine free ridership and spillover savings through participant surveys.

for new measures) and program Barriers for EfficiencyOne conducted demographic research to understand the characteristics of the general population, program evaluation. Participation participants and non-participants. Ongoing Program Manag...

AI summary EfficiencyOne conducts demographic research and program evaluation to understand participation barriers and motivations. The program benchmarks incentives against a federal program that was discontinued in 2012, leading to reduced participation. Annual evaluations assess free ridership and spillover savings.

am Management Considerations Through the delivery of the program, EfficiencyOne interacts with the supply chain regularly through the discussions with the service organizations. Program Evaluation Through the annual program evaluation proc...

AI summary The document discusses EfficiencyOne's program management and evaluation processes, including interactions with supply chain partners and annual evaluations to gather feedback and identify areas for improvement.

o Medium (between $100,000 - $400,000 in annual measure incentive expenditure) o Large (greater than $400,000 in annual measure incentive expenditure) Once these parameters are selected, a set of considerations are provided that should be...

AI summary The text outlines parameters for categorizing incentive expenditures as medium or large, and mentions the need for frequent review of incentive levels for prescriptive LED measures. It also references an Excel-based tool for review protocols and a financial simulation analysis for the Instant Savings Program.

all of the measures maintain their current incentive levels, except for programmable thermostats, heavy duty timers and outdoor clotheslines. These measures warrant further analysis. Even though programmable thermostats have an incentive o...

AI summary The analysis suggests maintaining current incentive levels for most measures, except for programmable thermostats, heavy-duty timers, and outdoor clotheslines. These require further review due to low market penetration, high energy savings potential, and high usage in Nova Scotia. Incentives for heavy-duty timers and outdoor clotheslines may be reduced based on comparisons with other provinces and market adoption stages.

vernment - Ministry of Energy  Ontario Energy Board (OEB)  Independent Electricity System Operator (IESO)  72 Local Distribution Companies (LDCs) The Ministry of Energy sets policy for the electricity sector, and is able to provide the...

AI summary The Ministry of Energy sets electricity policy in Ontario and provides direction to the IESO and OEB through ministerial directives. The IESO operates electricity markets, contracts with generators, coordinates system planning, and oversees conservation efforts. The OEB regulates LDCs and natural gas utilities, reviewing their rate applications. Conservation activities are funded separately and managed by the IESO.

y generators for long-term supply 3. Coordinates the long-term electricity system planning process 4. Provides oversight for Ontario’s electricity conservation efforts With regards to the oversight of electricity conservation efforts, the...

AI summary The IESO oversees Ontario's electricity conservation efforts by setting savings targets, approving conservation plans, and managing reporting and financial settlements with LDCs. Ontario has 72 electric utilities, including large LDCs like Toronto Hydro and Hydro One, and smaller ones like Atikokan Hydro.

range in size. The two largest LDCs are Toronto Hydro and Hydro One, both with over 500,000 customers. In comparison, Atikokan Hydro, one of the smallest LDCs, has just over 1,600 customers. Electricity Generation Ontario is a summer peaki...

AI summary The text discusses the size of LDCs in Ontario, highlighting Toronto Hydro and Hydro One as the largest with over 500,000 customers, and Atikokan Hydro as one of the smallest with just over 1,600 customers. It also outlines Ontario's electricity generation, consumption by sector, and the history of energy efficiency programs in the province.

76 Not available Process & Systems Upgrade 81 Not available High Performance New Construction 47 Not available Energy Managers 117 Not available Industrial Accelerator Program 69 Not available Other Business Programs 540 Not available Tota...

AI summary The document presents a summary of various programs with associated TRC and PAC values, highlighting participation levels across different categories such as consumer, low income, Aboriginal, business, and industrial programs. The data indicates varying levels of participation and funding across these categories.

1.6 1.1 Non-LDC Industrial 0.6 0.5 3 2011-2014 Conservation Results: http://www.ieso.ca/Documents/2011-2014_Conservation_Results_Report.pdf 87 We change the way people use energy Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page...

AI summary The text highlights energy conservation results from 2011-2014, including retrofit programs and product incentives. It outlines future targets for 2015-2020 under the Conservation First Framework, with a total Ontario target of 8.7 TWh and LDCs having a combined target of 7 TWh. Each LDC is required to complete a CDM plan aligned with cost effectiveness and budget.

he baseline for efficiency. Recently, Ontario just released a pay-for-performance framework for LDC funding of Conservation Program delivery, the first of its kind in North America.

AI summary The text discusses Ontario's recent release of a pay-for-performance framework for LDC funding of Conservation Program delivery, highlighting it as the first of its kind in North America.

commercial and industrial sector, and to capture any projects that might not fall into the Retrofit prescriptive track.

AI summary The text discusses efforts to include commercial and industrial sector projects that may not fit into the Retrofit prescriptive track, indicating a focus on broader energy efficiency initiatives.

Incentives were set based on kW or kWh savings https://saveonen realized, with lighting savings receiving a lower ergy.ca/Busines incentive rate than non-lighting savings to s/Program- encourage greater penetration of the latter Overviews/...

AI summary Incentive rates for energy efficiency programs in Nova Scotia have been updated, removing the $/kW rate and introducing cost sharing for more expensive measures. Lighting efficiency incentives are lower than non-lighting to encourage broader adoption. An M&V Plan is required for approval, ensuring cost-effectiveness from the program administrator's perspective.

Managers.aspx Energy Managers are provided annual savings targets which help with program cost effectiveness. https://saveonen ergy.ca/Busines s/Program- This program is targeted towards large customers, Overviews/Proc Process & including...

AI summary The Energy Managers program sets annual savings targets for large customers, including transmission-connected ones, with incentive funding based on the lower of three options: a prescribed incentive rate, a 40% project cost cap, or an incentive to achieve a one-year payback. The program is part of the Industrial Accelerator Program and includes process and system upgrades.

Figure 15: Historical Canadian Natural Gas Demand by Sector 2 Figure 16: Ontario Monthly Natural Gas Demand by Sector 2 MARKET STRUCTURE OVERVIEW DSM is a core part of the conservation first policy in Ontario as per the 2013 Long-Term Ener...

AI summary The document discusses the role of Demand Side Management (DSM) in Ontario's conservation-first policy, as outlined in the 2013 Long-Term Energy Plan. It highlights the Ontario Energy Board's (OEB) responsibility in developing a DSM framework for natural gas, completed in December 2014, to reduce consumption and align with electricity conservation efforts.

and for assessing the appropriateness DSM plans for 2015-2020. The framework can also be used in gas utilities’ proposal reviews/approvals for their DSM plans by the OEB. Guiding principles include: 1. Invest in DSM where the cost is equal...

AI summary The document outlines guiding principles for assessing DSM plans, emphasizing cost-effectiveness, customer participation, and integration with other energy efficiency efforts. It also mentions the submission of annual budgets, eligibility criteria, and studies for OEB approval, including a mid-term review in 2018 to assess performance and impact on customer rates and shareholder incentives.

 Infrastructure Resource Planning study  Natural Gas Conservation Potential study  Report on free rider reduction efforts and results across all programs  On-bill presentment status report  Joint studies and initiatives with electric...

AI summary The text outlines the various studies and reports related to gas utilities in Ontario, including infrastructure resource planning, natural gas conservation potential, and program evaluation. The OEB is leading program evaluation starting in 2016, with the Evaluation Contractor and Evaluation Advisory Committee. The historical performance of DSM programs for natural gas utilities is also detailed, including savings and costs from 2012 to 2014.

nergy Board, Multiple documents from: “Natural Gas Demand Side Management,” http://www.ontarioenergyboard.ca/oeb/_Documents/EB-2014-0289/2014_Natural_Gas_Market_Review_Final_Report.pdf (2016) 96 We change the way people use energy Date Fil...

AI summary The document references a Natural Gas Demand Side Management report from the Ontario Energy Board and includes a table showing TRC ratios for various programs in 2012-2013. It also mentions that gas utilities have submitted annual DSM program budgets for 2015-2020, which were approved by the OEB with modifications.

luding financial, marketing and communications, administration and staffing requirements and program evaluation. The OEB has approved annual DSM budgets for the 2015-2020 with modifications: Figure 19: Gas Program Budgets 4 Figure 20: Gas...

AI summary The document discusses the approval of annual DSM budgets by the OEB for 2015-2020, including financial and program evaluation aspects. Gas utilities have set targets and performance metrics, using a weighted scorecard approach that emphasizes lifetime natural gas savings. Union Gas also proposed specific metrics targeting various programs and participant categories.

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

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

rmation and education. related to energy conservation Program provides smaller commercial https://www.uni and industrial customers with a free on- - Education, Healthcare, Office, Multi-Unit ongas.com/busi Performance site building assessm...

AI summary The RunSmart program provides free on-site building assessments and energy efficiency recommendations to smaller commercial and industrial customers, with financial incentives ranging from $0.10/m3 to a maximum of $20,000.

MARKET STRUCTURE OVERVIEW BC Hydro is a provincial Crown corporation. Their mandate is to generate, distribute, purchase and sell electricity. The sole shareholder of BC Hydro is the Province of British Columbia. BC Hydro reports to the Mi...

AI summary BC Hydro, a provincial Crown corporation, is responsible for generating, distributing, and selling electricity in British Columbia. It operates under the oversight of the Ministry of Energy and Mines and the British Columbia Utilities Commission (BCUC). The Integrated Resource Plan and Clean Energy Act guide BC Hydro's long-term strategy, emphasizing demand side management (DSM) and renewable energy investments. The Ministry monitors DSM progress and may direct BCUC on regulatory matters.

regulatory directions to BCUC as required. The Ministry is also involved with assessing if appropriate incentives are available for utilities to identify and pursue cost-effective programs. PORTFOLIO MATURITY AND HISTORICAL PERFORMANCE Fig...

AI summary The document discusses the assessment of incentives for utilities to pursue cost-effective energy efficiency programs, referencing historical electricity savings from 2003 to 2007 and a forecast of 10,610 GWh of savings in 2020. It also mentions the 2007 Energy Plan's conservation target and the Conservation Potential Review (CPR) conducted in 2006 and 2007.

08/BCH_LTAP_B-1- 1_APPENDICES/Appendix%20K.pdf 106 We change the way people use energy Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 123 of 206 Figure 26: Planned Energy Savings in F2020 (GWh/yr)4 Codes and Rate Programs Tota...

AI summary The document outlines planned energy and capacity savings for F2020, detailing contributions from residential, commercial, and industrial sectors through codes and standards, rate structures, and programs, with total energy savings expected to reach 10,610 GWh/yr and capacity savings of 5,150 MW.

Programs Total Standards Structures Residential 584 217 202 1,003 Commercial 65 63 194 322 Industrial 14 95 321 430 Total 662 375 719 1,756 Below is the cumulative rate of annual electricity savings resulting from DSM activities. This incl...

AI summary The document presents data on electricity savings from DSM activities, including residential, commercial, and industrial programs. It references the 2008 BC Energy Plan and outlines support initiatives in the DSM Plan, such as codes and standards, public awareness, and rate structures.

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

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

BC HYDRO PROGRAMS Program Type Programs Details This program intends to inform and educate residential customers about their electricity consumption and motivate customers to reduce that Behaviour Program5 consumption through behavioural c...

AI summary The BC Hydro Programs document outlines several initiatives aimed at reducing residential electricity consumption and promoting energy efficiency. These include a behavior program, a lighting program, and a renovation rebate program, each with specific goals and incentives for participants.

 Business Management: Access tools to help you get started by BC Hydro Leaders in identifying energy efficiency opportunities in your organization Commercial Energy Management  Asset Management: Apply for funding to support energy effici...

AI summary The document outlines BC Hydro's approach to business management and energy efficiency, including tools for identifying opportunities, funding for implementation, education and training, and recognition programs. It also references two milestone evaluation reports related to demand side management.

potential of more than 300 megawatt-hours per year  Industrial Energy Manager: Customers with more than 10 gigawatt- hours of electricity consumption per year, must hire an energy manager as a full-time employee o 100 percent funding of:...

AI summary The text outlines energy management requirements for large industrial customers in Nova Scotia, including mandatory hiring of energy managers and funding for energy management consulting and assessments. It also mentions the Strategic Energy Management Program and employee energy awareness initiatives.

deliver on Workplace Conservation Awareness 111 We change the way people use energy Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 128 of 206

AI summary The document discusses initiatives related to workplace conservation awareness, highlighting efforts to change energy usage behaviors in the workplace. It is part of a larger regulatory proceeding document filed by NS Power on March 29, 2019.

 Community Energy & Emissions Plan (CEEP): Intended for improved energy management and it can be used to foster green economic development in the community  Community Energy Manager (CEM): Funding for a dedicated staff resource within lo...

AI summary The text outlines several initiatives under the Sustainable Communities Program, including the Community Energy & Emissions Plan, Community Energy Manager, Local Area Plan, and Project Implementation Pilot. These initiatives aim to improve energy management, reduce emissions, and promote sustainable development. A Business Energy Advisor will also engage with businesses to identify energy-saving opportunities.

ies Commission  Load Serving Entities, specifically the Investor Owned and Publically Owned Utilities  California Energy Commission  California ISO 1 Enchantedlearning.com, http://www.enchantedlearning.com/usa/states/population.shtml 2...

AI summary The document discusses load serving entities in California, categorizing them into investor-owned utilities, electricity service providers, publicly owned utilities, rural cooperatives, and community choice aggregators. It also lists the five largest utilities by electricity consumption in 2014.

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

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

sting incentive rate (change in incentive greater than 50 percent). Please note that PG&E uses a streamlined version of the E3 Cost Effectiveness model at each stage in order to calculate preliminary measure level incentives and cost effec...

AI summary PG&E uses a streamlined version of the E3 Cost Effectiveness model to set incentives for energy efficiency measures, ensuring market transformation goals are met while maintaining portfolio-level cost effectiveness. Market research and work papers are used to determine measure performance metrics, costs, and savings calculations, with work papers approved by the Commission before measures are offered with a Public Agency.

&V protocols as well as the measure costs. Once completed, the Work Papers are approved by the Commission and the measure is now available to be offered with a PAs program portfolio. It is important to note that the Work Papers do not incl...

AI summary The document outlines the process for developing and finalizing incentive rates for energy efficiency measures. Once work papers are approved by the Commission, incentive rates are determined based on the incremental cost of the measure, with PG&E aiming to incentivize 75-100% of this cost. Third-party programs can offer additional incentives to increase market participation.

through an agreement with NW Natural and the Washington Utilities and Transportation Commission, Energy Trust began serving NW Natural's customers in Washington. The last piece of Energy Trust funding is separate legislation passed in 2007...

AI summary Energy Trust expanded its energy-efficiency programs after 2008, particularly following the passage of SB 838, which allowed utilities to fund more cost-effective energy efficiency. Savings doubled from 2009 to 2013, and natural gas savings also increased significantly during this period.

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

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

g measure  Market availability and maturity  Market acceptance  Market timing  Energy Trust previous experience with the measure

AI summary The text outlines criteria for evaluating measures, focusing on market factors such as availability, maturity, acceptance, timing, and the Energy Trust's prior experience with the measure.

4. Market Analysis 5. Prototyping 6. Market Testing 7. Product Development 8. Product Launch 9. Post Launch Review 161 We change the way people use energy Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 178 of 206 Figure 47: Ef...

AI summary The text outlines a new product development (NPD) process used by Efficiency Vermont for designing and implementing incentive offers or programs. The process includes market analysis, prototyping, market testing, product development, launch, and post-launch review. It emphasizes data tracking and regular reporting by program managers.

for developing, planning, coordinating and implementing energy efficiency and alternative energy resource programs in the entire state; this includes electric and gas fuel programs. LOAD AND CONSUMPTION INFORMATION (ELECTRIC) Electricity i...

AI summary The text discusses energy efficiency and alternative energy programs in Maine, including electricity distribution by ISO New England and Northern Maine Independent System Operator, along with customer account numbers and electricity rates for residential, commercial, and industrial sectors.

of buildings in the state According to the act7, Efficiency Maine, in consultation with entities and agencies engaged in delivering efficiency and weatherization programs in the state, is to develop a triennial plan. The triennial plans ha...

AI summary Efficiency Maine is required by law to develop triennial plans in consultation with relevant entities, identifying achievable energy efficiency savings and associated costs and benefits. The Maine Public Utilities Commission (MPUC) is responsible for reviewing and approving or denying these plans.

ts/kWh. The cost of saving heating fuels (heating oil, propane, natural gas, wood, and kerosene) through weatherization and high-efficiency heating equipment averaged $12.96/MMBtu. PORTFOLIO MATURITY AND HISTORICAL PERFORMANCE DSM programs...

AI summary The text discusses the cost savings from energy efficiency programs, focusing on the cost of saving heating fuels through weatherization and high-efficiency heating equipment. It also outlines the history and performance of Efficiency Maine, including its triennial plans and annual performance reports from 2011 to 2015.

Commercial Heat Pump For businesses that are looking to Ductless heat pumps: $500 to $1,250 Program upgrade their heating and cooling system with highly efficient products. http://www.efficiencymaine.com/at- work/commercial-heat-pump-progr...

AI summary The document outlines energy efficiency programs in Maine, including the Commercial Heat Pump Program, Large Customer Program, and Advanced Building Program, each offering financial incentives for businesses and property owners to upgrade to efficient heating and cooling systems and achieve significant energy savings.

feedback mechanism works well; requested changes and updates are promptly addressed; high overall user satisfaction; system facilitates cross-marketing efforts • Understand, enthusiastic, motivated by branding; report it is effective • Und...

AI summary The feedback mechanism in the marketing process is effective, with changes and updates being promptly addressed. Users report high satisfaction, and the system supports cross-marketing efforts. Marketing staff have good communication and appropriate workloads, and the marketing plan is implemented smoothly with clear target markets.

ed adjustments; feedback mechanism works well; requested changes and updates are promptly addressed; high overall user satisfaction; system facilitates marketing across multiple programs (if/when appropriate) Date Filed: March 29, 2019 NS...

AI summary The feedback mechanism for adjustments is functioning well, with changes and updates being promptly addressed, leading to high user satisfaction. The system supports marketing across multiple programs when appropriate.

Management adjusts • Marketing plan updated with rationale for the changes • Document review of updated marketing marketing plan based on plan with changes noted feedback • IDIs with marketing managers and staff Target populations are • Ta...

AI summary The document outlines updates to a marketing plan, including feedback review, identification of target populations, and alignment between marketing and program staff. It also mentions internal discussions and database tracking to ensure underserved populations are addressed.

reporting capabilities • IDIs with program staff Outputs Basecamp enables • All relevant staff regularly use Basecamp • IDIs with marketing managers and communication and • Staff agree Basecamp is an appropriate and effective tool for staf...

AI summary The text discusses the use of Basecamp for communication and campaign management, as well as the tracking of digital metrics such as website traffic, social media engagement, media analytics, and conversion rates. It highlights that staff find these tools effective and appropriate for their work.

Relevant staff find tracking • Tracking systems continue to allow easy data entry • IDIs with marketing managers and Short-term Outcomes systems and processes user- • Tracking systems continues to provide complete and reliable staff friend...

AI summary The text discusses the use of tracking systems and processes by staff, highlighting their ease of use, reliability, and high satisfaction levels. Marketing and program staff regularly use these systems, and there is no indication of bypassing them in favor of alternative systems.

IDIs with program staff reporting needs (e.g., identifying previous participants for Short-term Outcomes potential reconnections) • Gaps identified in system capabilities • Users’ "wish list" of system capabilities to enhance decision- mak...

AI summary The text outlines short-term and medium-term outcomes related to feedback mechanisms and system capabilities, focusing on identifying gaps, enhancing decision-making, and ensuring system updates are promptly addressed by marketing and program staff.

Tracking systems updated • Users continue to report system is always "current" • IDIs with marketing staff Medium-term Outcomes regularly in response to • IDIs with program staff feedback and strategic organization/program shifts Cross-pro...

AI summary The document discusses updates to tracking systems and medium-term outcomes, focusing on user feedback, stakeholder engagement, and cross-program collaboration. It outlines marketing campaign objectives and evaluation methods, including the use of program databases and informal check-ins with staff.

print) ‒ Direct mail Outputs ‒ Digital and social media ‒ Other Regular reports on customer • Regular reporting schedule established, schedule understood by • Document review: policies and response to campaigns (e.g., marketing and program...

AI summary The document outlines the methods used for customer outreach and communication, including direct mail, digital and social media, and other channels. Regular reporting on customer response to campaigns is emphasized, with marketing and program staff using these reports to assess effectiveness and make adjustments.

materials across channels and platforms • IDIs with marketing managers and staff • Focus groups with residential and BNI customers Customers aware of ENS and • Percent of customers aware of ENS; changes from prior years • Surveys of reside...

AI summary The text discusses customer awareness and engagement with Energy Nova Scotia (ENS) programs, including metrics such as customer awareness, web page views, click-through rates, and customer self-reported likelihood of pursuing programs based on marketing messaging.

• Customer self-reported likelihood of pursuing programs based on response to marketing campaigns messaging; changes over time • Focus groups with residential and BNI customers Date Filed: March 29, 2019 NS Power IR-15 Attachment 2 Page 27...

AI summary The text outlines evaluation indicators and data collection approaches, focusing on customer self-reported likelihood of program participation based on marketing messaging and insights from focus groups with residential and BNI customers.

Indicators / Evaluation Questions Data Sources & Collection Approaches (Desired Output/ Outcome) Marketing connects • Web page views initiated from emailed links; changes over time • Google Analytics customers to ENS programs; • Click-thro...

AI summary The text outlines evaluation questions and data sources for assessing the effectiveness of marketing efforts in connecting customers to Energy Nova Scotia (ENS) programs. Metrics include web analytics, customer engagement, and program participation data.

• Program staff report campaigns continue to support program • Focus groups with residential and BNI Short-term Outcomes goals customers • IDIs with program staff

AI summary The text discusses ongoing program staff reports and campaigns aimed at supporting program goals, including focus groups with residential and BNI customers and IDIs with program staff.

DIs with program staff • Short-answer interviews with BDMs Customers more aware of • Number and percent of participants reporting they are aware and • Surveys of participants and knowledgeable about knowledgeable about energy and programs;...

AI summary The text outlines medium-term outcomes related to customer awareness and participation in energy programs. It highlights metrics such as the number of participants and nonparticipants who are aware of energy use and ENS programs, as well as participation in multiple programs over time.

Stakeholders increasingly • Number and percent of regional trade allies participating in • Program databases (participant trade Medium-term Outcomes engaged in ENS programs programs; changes over time ally counts; counts of projects per tr...

AI summary The document outlines stakeholder engagement in ENS programs, focusing on participation metrics, training attendance, and awareness among trade allies. It also references a logic model for marketing efforts as of November 2017.

efforts as of November 2017. Please note that this is a “living document” that is subject to change as marketing efforts and priorities evolve over time. Marketing Goals:  Increase program participation (fill the funnel + gain deeper savi...

AI summary The document outlines marketing goals for a program as of November 2017, including increasing participation, enhancing customer experience through digital assets, and improving marketing effectiveness through internal processes and tools.

ns (e.g., program leads, enrollment, review, approval processes and facilitate campaign management etc.) by target audience and geography

AI summary The text discusses the management of programs and processes related to energy efficiency, including lead roles, enrollment, review, approval, and campaign management, with a focus on target audiences and geography.

ACTIVITIES Internal Infrastructure Enhance/Develop Infrastructure Enhance/Develop Marketing Deliver Marketing Campaigns Integrated Marketing Communications Communications Tracking Systems and Tools and Processes Processes Medium-term 1. St...

AI summary The text outlines activities related to internal infrastructure and marketing efforts by ENS, including updating tracking systems, adjusting marketing plans based on feedback, and enhancing customer awareness and engagement with ENS programs.

dible, trustworthy, informative) systems/processes 4. Staff find marketing plan clear; staff are 5. Customers share experiences and refer successfully implementing plan friends and family to ENS programs 5. Staff continue to effectively 6....

AI summary The document outlines the effectiveness of ENS's marketing plan, customer engagement, and stakeholder involvement. It highlights successful internal communication, customer trust, and the alignment of marketing activities with organizational goals.

measure). Similarly, another wondered whether “Base Case Energy Consumption (gross @ meter)” on the “Inputs & Calcs” tab referred to measure- or building-level consumption. 2.2.2. Difficulty Finding Information All respondents reported the...

AI summary Respondents found it difficult to locate specific information required by the Workbook, particularly on the 'Existing Measures' and 'Inputs & Calcs' tabs. Issues included lack of measure-level data in ENS evaluation reports and difficulty accessing broader market information.

: a central reference source for information common across multiple measures, greater prioritization of the fields in the Workbook, and additional support from the ENS regulatory staff. 2.3.1. Common Reference Sources Respondents noted tha...

AI summary Respondents highlighted the need for a central reference source to streamline the Workbook completion process by providing consistent data across multiple measures. Program staff found it challenging to find market-level and base case pricing information, leading to reliance on assumptions that reduced confidence in the Workbook’s outputs.

ket actors, staff noted that coordination could help to avoid placing too great a burden on market actors involved in evaluation, measurement, and verification activities. 2.3.2. Prioritization of Workbook Inputs The program staff suggeste...

AI summary The text discusses the need for coordination to reduce burdens on market actors involved in evaluation, measurement, and verification. It also highlights the importance of prioritizing Workbook inputs based on the technological and market stability of different measures and the need for increased regulatory staff support in completing the Workbook.

f 94 4.3. Complete an Electronic Technical Reference Manual Objective Verify that ENS has completed its electronic TRM. ENS completed its eTRM on September 30, 2017. The purpose of the eTRM is to “centrally organize and administer characte...

AI summary ENS has completed its electronic Technical Reference Manual (eTRM) and integrated it into the Dynamic Demand Side Management System. Additionally, ENS developed a Consolidated Calculator to assist in setting incentive levels, though some program staff found it challenging to locate required inputs.

past incentive setting process and voiced concerns about where staff would find the extra time to complete the Workbooks, given already busy schedules.  Beyond the time needed, the program staff reported they did not feel prepared to cond...

AI summary Program staff expressed concerns about the time required to complete the Workbooks, their preparedness to conduct necessary research, and the clarity of data requirements. They noted challenges in providing reliable market-level and pricing assumptions and found the Workbook less accommodating for complex incentive structures.

oduct pricing and other factors are changing over time. Date Filed: March 29, 2019 NS Power IR-15 Attachment 3 Page 21 of 94 Recommendation 1-3: Providing market specialists to work with program staff to take on specific aspects of researc...

AI summary The text outlines recommendations for improving market research and program efficiency, including the use of market specialists, creating a repository of common information, and enhancing the Incentive Setting Manual with clearer instructions and role definitions.

may differ between programs within a single market sector  Unmerged Cells: One user reported that cells that should be merged were not, specifically noting cells for ’Measure Name’, ‘Program Offerings and Incentive’ and ‘Incentive Offerin...

AI summary The text discusses user-reported issues with a program's spreadsheet tool, including unmerged cells, problems with the 'Inputs & Calcs' tab when used for multiple programs, limited drop-down options for delivery models, unfamiliar terminology, and rounding errors in the 'Summary & Decision' tab.

e ENS marketing team, and the ENS Efficiency Trade Network (ETN) manager, as well as external consultants, service providers, and specialists (referred to in this report as consultants). As shown in Figure 1 below, ENS’s BD team consists o...

AI summary The document discusses the structure of ENS's Business Development (BD) team, which includes five full-time equivalents, and outlines research conducted by Research Into Action to evaluate internal collaboration and communication effectiveness within ENS, particularly between BDMs and other teams.

ing as the process evaluator for ENS program components. Date Filed: March 29, 2019 NS Power IR-15 Attachment 3 Page 30 of 94  Outreach. How effectively are outreach efforts and projects prioritized for BDMs? How could the outreach priori...

AI summary The document outlines an evaluation of ENS program components, focusing on outreach efforts and the sales process for BDMs. It describes the methodology used, including interviews with ENS BD staff, other ENS staff, consultants, and BNI program participants.

2. Other key ENS staff who interact with the BD team 3. Consultants who have worked on projects in the Retrofit service3 4. BNI program participants We developed a separate interview guide for each group in order to: gain insight into how...

AI summary The document outlines an interview process with ENS staff, consultants, and BNI program participants to assess the effectiveness of the Business Development Team. The goal was to evaluate internal collaboration, outreach, and sales processes, and identify areas for improvement in BDM practices.

erspectives on the team’s successes, challenges, and opportunities for improvement. The document we used to guide our discussions with the BDMs is presented in Appendix A. 2.2. Other Key ENS Staff Interviews As with the BDM interviews, we...

AI summary The document outlines interviews conducted with ENS staff, including program managers and technical specialists, to gather perspectives on collaboration with BDMs and identify opportunities for improvement. Topics included interactions, collaboration depth, satisfaction, and suggestions for better teamwork.

NS Power IR-15 Attachment 3 Page 33 of 94 their efficiency efforts. The interview guide we used for our discussions with consultants is presented in Appendix C. 2.4. Participant Interviews To further enhance our understanding of BDMs’ role...

AI summary The document discusses participant interviews conducted to understand the role of BDMs in BNI energy-efficiency projects, including interviews with Retrofit service participants and BER program component participants.

eligible contacts remained. We completed interviews with 15 of these Retrofit service participant contacts. Table 2: Retrofit Service Participant Disposition Summary Disposition Count Complete 15 Refusal 1 Unsuccessful attempt 11 Unavailab...

AI summary The document summarizes the results of interviews conducted with Retrofit service participants, highlighting that 15 out of 29 eligible contacts were successfully interviewed. The sample provides an 80% confidence level with a +/- 10% margin of error, and participants represented a significant portion of the Retrofit service projects and incentives paid during the first nine months of 2017.

ly for the BD evaluation. Date Filed: March 29, 2019 NS Power IR-15 Attachment 3 Page 35 of 94 3. Findings This chapter is based upon the results of our interviews with BDMs, other key ENS staff, consultants, and participants in BNI progra...

AI summary The chapter evaluates the effectiveness of internal collaboration at ENS, particularly between BDMs and program staff. BDMs are instrumental in identifying appropriate energy-efficiency programs and connecting customers with ENS staff, facilitating the approval and implementation of energy-saving projects.

with their BDMs. For example, a commercial property owner may receive an ENS rebate for lighting equipment and simply have their staff install it without help from their BDM. 5 Under the OEM initiative, ENS places energy managers within la...

AI summary The text discusses ENS's Business, Non-Profit, and Institutional (BNI) program, including how rebates are provided for energy efficiency projects, the role of Business Development Managers (BDMs), and the OEM initiative where energy managers are placed in large organizations to identify and support energy efficiency projects. Savings from these initiatives are tracked within the BNI program.

is generally most appropriate for large facilities. Date Filed: March 29, 2019 NS Power IR-15 Attachment 3 Page 36 of 94 On the other hand, in the case of national accounts, which are common in the retail, hospitality and tourism markets,...

AI summary The text discusses the role of Business Development Managers (BDMs) in promoting energy efficiency programs like the Building Efficiency Rebate (BER) for small businesses in the retail, hospitality, and tourism sectors. It also mentions the implementation of new software, ENS’s Dynamic DSM (DDSM), to improve project tracking and collaboration.

will incorporate customer relationship management and project management—to address this need. The DDSM is discussed in more detail later in this chapter (Section 3.1.3). 3.1.2. Collaboration between BDMs and Other ENS Staff ESA Staff. Bot...

AI summary The document discusses collaboration between BDMs and ESA staff at ENS, focusing on how they work together to address customer needs, particularly with BNI customers. It mentions the DDSM and plans for improved collaboration through joint training sessions.

s for the client organization. Date Filed: March 29, 2019 NS Power IR-15 Attachment 3 Page 37 of 94 Marketing Team. Collaboration between the marketing team and BDMs tends to be concentrated in the fall when the two groups discuss their ou...

AI summary The document discusses the collaboration between the marketing team and BDMs, which is most active in the fall. It also highlights the need for improved project management systems and mentions the new DDSM system introduced in 2018, which is expected to enhance communication and project tracking.

is happening with one customer’s project… rather than searching eight different locations to see if forms have been signed or what the last correspondence was.” Four BDMs and three program staff noted the existing system does not regularly...

AI summary The document discusses challenges with the current project management system, noting that it lacks regular alerts and centralized tracking, making it difficult for staff to monitor project progress. BDMs spend significant time on outreach efforts, focusing on maintaining relationships with participants and identifying new project opportunities.

ke national accounts and chains.  Presentations to business and civic groups to increase awareness of ENS’s program and opportunities for energy savings. Outreach can range from working with a production manager at a single industrial fac...

AI summary The document discusses outreach strategies used by Business Development Managers (BDMs) to promote ENS programs. BDMs engage with a range of stakeholders, from individual industrial facilities to national chains and government departments. They balance outreach with other responsibilities, such as project management, which can be challenging.

borated on events and presentations. 4. Marketing staff supported BDMs by providing collateral materials for BDMs to use with current and prospective clients.

AI summary Marketing staff supported Business Development Managers (BDMs) by providing collateral materials for use with current and prospective clients.

Overall, our interviews also indicate greater alignment is occurring between the marketing team and BDM efforts in the marketplace. Respondents noted these recent or upcoming activities across four market segments:  According to a BDM and...

AI summary The text discusses improved alignment between ENS's marketing team and BDMs, with initiatives aimed at promoting energy efficiency in new construction, municipalities, and the agriculture sector. Marketing efforts include signage, advertising, and outreach strategies.

cation.  To improve outreach to the agriculture sector, ENS created an OEM position and marketing is working with the agriculture BDM to identify groups who would benefit from presentations, to identify the typical customer journey, and t...

AI summary ENS has created an OEM position and is collaborating with the agriculture BDM to improve outreach to the agriculture sector. However, alignment between the BD team and marketing efforts is needed, with a focus on BNI customer insights. Market research is suggested to better understand BNI markets and improve participation.

ween BDMs and the marketing team via meetings, and specific actions like those described above should result in a stronger marketing and outreach strategy for the BD team.

AI summary The text discusses improving collaboration between Business Development Managers (BDMs) and the marketing team through meetings and specific actions to enhance marketing and outreach strategies for the BD team.

3.2.3. Effectiveness of Response to Specific Market Segments Interview findings suggest the BD team has identified the correct vertical markets to serve given the resources they have. In addition, respondents noted the team proactively ide...

AI summary Interview findings suggest that the BD team has effectively targeted specific market segments by reorganizing and adjusting their services. Examples include increased new construction projects in Halifax, improved outreach to the fisheries sector, and a BDM focusing on national accounts such as retail and hospitality businesses.

an interest in future projects stated that they had a small facility and their recent completed Retrofit service project addressed their one major energy using piece of equipment. As further evidence that ENS is responding to the market, C...

AI summary The document discusses ENS's efforts to expand its Custom program component by targeting specific market niches and developing specialists in areas like refrigeration and industrial applications. It also highlights the need for better participation pathways for businesses that are too large for SBES but too small for Custom programs due to the cost of feasibility studies.

feasibility study. According to these respondents, any financial advantage of participating in the Custom program component is eroded by the cost of completing this study. 3.3. Effectiveness of the Sales Process To understand if improvemen...

AI summary Respondents indicate that the cost of conducting a feasibility study erodes the financial benefits of the Custom program component. The sales process effectiveness is discussed, with BDMs and consultants working closely on program projects, including feasibility studies and M&V plans.

 Ensure participant satisfaction with the program. BDMs work to ensure consultants understand program component expectations, especially around the feasibility studies and the M&V reports. BDMs communicate with consultants to ensure the c...

AI summary BDMs ensure participant satisfaction by guiding consultants through program processes and resolving client issues. They also aim to build relationships with consultants to promote ENS programs and recruit more contractors to the Efficiency Trade Network (ETN), though consultants show limited interest in joining ETN due to lack of awareness and need for better education and training.

encourage consultants to join. Currently, consultants receive information about program requirements and services on an ad hoc basis which the BDMs report is time consuming.

AI summary The text highlights that consultants receive program requirements and services information on an ad hoc basis, which BDMs report as time-consuming, suggesting a need for more structured communication.

Working with Customers. The process of BDMs and customers working together varies based on the size of the organization and the responsibilities of the individual the BDM works with. All sites require individualized attention from the BDM...

AI summary The process of Business Development Managers (BDMs) working with customers varies depending on the size of the organization and the responsibilities of the individuals they interact with. Large organizations may require BDMs to engage with multiple representatives across different departments or sites to effectively drive energy efficiency projects.

veloping a specific project while simultaneously working with a different person on strategies for implementing future efficiency projects and working with a third person to present the financial case for completing a project.  Representa...

AI summary The text discusses the varying levels of interaction required between Business Development Managers (BDMs) and organizations of different sizes and structures. Larger organizations with multiple sites may require coordination with key decision-makers outside Nova Scotia, while smaller organizations with single sites and small staffs can implement projects more quickly with direct support from BDMs.

tion and the BDM. For example, a BDM working with a site owned and managed by one person can help that site implement a Custom program component project in a relatively short time frame.

AI summary The text discusses how a Business Development Manager (BDM) can assist a site managed by a single person in implementing a Custom program component project quickly.

The BDMs reported using a variety of strategies to find and appeal to the decision makers most appropriate to their respective verticals, including:  Working with key staff to drive influence. Several BDMs reported they often leverage one...

AI summary BDMs employ strategies such as leveraging key contacts, persistence, and Insight Selling to engage decision-makers and drive participation in ENS programs. These methods focus on understanding organizational decision-making processes and providing tailored insights to address customer needs.

ols after it reorganized to better serve these markets. Date Filed: March 29, 2019 NS Power IR-15 Attachment 3 Page 45 of 94 Recommendation 2-1: BDMs should continue to assess their outreach efforts and work with the marketing team to incr...

AI summary The document recommends that BDMs continue to assess outreach efforts and collaborate with the marketing team to better serve underserved markets, particularly businesses that fall between the SBES and Retrofit programs. It also highlights the potential benefits of the ETN for BNI consultants and the need for ENS to dedicate staff to these segments.

n and understood by BNI consultants. BDMs can benefit from a larger pool of high-quality partners who help promote ENS’s program components and collaborate on energy-efficiency projects. Recommendation 3-1: The BD team should use any marke...

AI summary The BD team collaborates with consultants to improve energy-efficiency programs and training strategies. The implementation of the new DDSM system in 2018 is expected to enhance project tracking and BDM outreach.

initial leads through the implementation phase. In addition to improvements in project tracking noted by respondents, this system has the potential to hone BDM’s outreach. Recommendation 4-1: Embrace the new DDSM and think creatively about...

AI summary The text discusses the implementation of the new DDSM system and its potential to improve outreach efforts by Business Development Managers (BDMs) through better tracking of customer relationship management data. It also includes an interview guide for BDMs conducted by Research Into Action on behalf of Efficiency Nova Scotia.

curacy of my notes. We will use the recording internally at Research Into Action; we will not provide it to Efficiency Nova Scotia. Is it OK for me to record the interview? If you want to refer me to specific documents to answer any of my...

AI summary The text outlines an interview process with a representative from Electricity Nova Scotia (ENS), focusing on roles, responsibilities, and changes in the Business Development team over the past year. It includes questions about staffing, structure, and responsibilities across different programs.

basis, and/or coordinate in another manner)? c) Who at ENS serves as the customer’s primary contact? Does that change during the course of the project?] Q8. What could improve collaboration between BDMs and program staff? [Probes: a) Is th...

AI summary The text outlines questions and probes related to collaboration between BDMs (Business Development Managers) and various ENS (Electricity Nova Scotia) teams, including program staff and the BNI (Business, Non-Profit, and Institutional) marketing team, focusing on improving customer engagement and project support.

r for you to reach and convince customers to do efficient projects? Is there anything you could do to provide additional support to the marketing team?] Q11. How do you collaborate with Energy Solutions Advisors, or ESAs? [Probes: How you...

AI summary The text outlines a series of questions regarding collaboration between different teams and roles within the energy efficiency programs, including Energy Solutions Advisors (ESAs), Onsite Energy Managers (OEMs), and Business Development Managers (BDMs). It explores how information is shared and how collaboration could be improved.

d project opportunities? Q16. Is there any difference in how you work with Efficiency Trade Network (ETN) partners and partners who are not part of the ETN? Q17. What, if anything, could improve the collaboration between BDMs and these pro...

AI summary The text includes a series of questions about customer outreach, project collaboration, and program engagement, focusing on how Efficiency Trade Network (ETN) partners are treated differently from non-ETN partners, outreach strategies, customer segmentation, and the prioritization of outreach efforts.

u prioritize your outreach efforts and project management? [If needed: Do you think this approach is effective in reaching all customer segments? Are any segments underserved?] Q24. How do you think your outreach priorities compare to the...

AI summary The text outlines a series of questions focused on customer outreach strategies, collaboration with the BNI marketing team, key contact identification, and customer satisfaction with ENS programs. It explores how outreach priorities are managed and how customer experience can be improved.

sibilities changed in the last year? If so, how? [PROGRAM STAFF ONLY] Program Staff Collaboration with BDMs Q3. What role do BDMs play in outreach for your program? Q4. Please describe how you work with Business Development Managers (BDMs)...

AI summary The text outlines a series of questions related to the collaboration between Program Staff and Business Development Managers (BDMs) in outreach and project management. It asks about the role of BDMs, the nature of collaboration, communication methods, and project phases, including internal reviews, approvals, inspections, and rebate processing.

ience  Reporting turn-around times to improve customers’ experiences?] Q5. [If not already answered] What customer segments does your program aim to reach? Q6. Are there particular customer segments that you have found especially challeng...

AI summary The text outlines a series of questions aimed at understanding how programs collaborate with Business Development Managers (BDMs) to improve customer engagement, program promotion, and overall collaboration. It focuses on customer interaction methods, challenges in reaching specific segments, and support needed from BDMs to enhance program effectiveness.

oration with BDMs Q11. Can you please provide a general description of how you and the other BNI marketing staff work with BDMs? Q12. How would you define your marketing priorities for the BNI sector? Overall, how well do you think the BD...

AI summary The text contains a series of questions directed at marketing staff regarding their collaboration with BDMs in promoting BNI programs across various sectors such as properties/transportation, government/institutions, hospitality/tourism, and industrial/natural resources. The questions explore marketing priorities, alignment with BD team priorities, and areas where BDMs could provide more support.

the BDMs are not currently focused on them? Q16. What additional support from BDMs could help you more effectively market BNI programs to customers? Q17. Is there anything else you think could help improve your collaboration and communicat...

AI summary The document contains a series of questions aimed at assessing the effectiveness of BDMs (Business Development Managers) in supporting BNI (Business, Non-Profit, and Institutional) programs and their collaboration with ESAs (Energy Solutions Advisors). It explores areas for improvement in communication, support, and customer interactions.

Roles and Responsibilities Q1. Let’s start with a bit about you. Can you please tell me your title and briefly describe your role with your company? Q2. What is the principal type of work your firm does? [PROBE: Lighting, HVAC, motors, etc...

AI summary The text outlines a series of questions aimed at understanding the roles and responsibilities of individuals involved in ENS’s Custom program, including how they identify retrofit projects, their outreach methods, and customer interest in the program.

What information or benefits about the Custom program do you emphasize in your sales process? [PROBES: Do you discuss savings, non-energy benefits of participating, etc.? Q9. What materials, if any, does your firm use to reach out or infor...

AI summary The text outlines a series of questions directed at consultants involved in the Custom program, focusing on their sales process, materials used for customer outreach, handling of customer requests, and their involvement in the five phases of a Custom project, including challenges and successes encountered.

Q21. [If they said they get referrals from BDMs] You mentioned you sometimes get referrals or leads to Custom projects from ENS Business Development Managers (BDMs). 1) How does the referral process from BDMs work? Would you suggest any im...

AI summary The questions focus on the referral and collaboration processes between Business Development Managers (BDMs) and Custom project providers, as well as the support received from ENS during project installation and the potential for additional services to improve Custom project completion.

pproximately how many square feet is your facility? [If needed: I am just looking for a rough way to understand the size of facilities that participate in the custom program]. D.3. Program Outreach Q4. How did you learn about the Custom pr...

AI summary This text includes survey questions about facility size, how participants learned about a Custom program, their motivations, and challenges faced during the five phases of a Custom project, including eligibility, scoping, feasibility, implementation, and approval.

of savings) and receiving your incentive Q8. What problems or issues, if any did you or your firm face with each phase? Let’s start with the first phase… 1) Confirming eligibility 2) Scoping study 3) Feasibility study 4) Implementation 5)...

AI summary This section of the regulatory proceeding document outlines a series of questions aimed at gathering feedback on the Custom program, focusing on challenges faced, successes, and suggestions for improvement during various phases of the program, as well as the level of support and communication with consultants.

nd helps the client navigate the process with ENS programs, services and rebates] Q19. [IF they work with BDMS] What do you typically work on with the BDMs? Q20. [IF they work with BDMS] Do you ever work with BDMs and consultant to discuss...

AI summary The text outlines a series of questions aimed at assessing customer experiences with Efficiency Nova Scotia (ENS) programs, services, and support, particularly in relation to interactions with Business Development Managers (BDMs) and the level of satisfaction with the services provided.

25% 13% Employees (n=8) (n=0) (n=5) (n=2) (n=1) 7 ENS had 95 active employees when we conducted this research in October, 2017. The 95 active employees include 73 employees engaged in demand-side management activities, 16 employees engaged...

AI summary The document discusses the employee structure of ENS, noting that 95 employees were active in October 2017, with 73 involved in demand-side management activities and 16 in Province of Nova Scotia activities. However, due to small sample sizes, the interview responses may not be statistically representative.

• ► ➢ ➢ ➢ ► • • 3 Date Filed: March 29, 2019 NS Power IR-15 Attachment 4 Page 5 of 6 • • • • • o o o o o ► ► ► 4 Date Filed: March 29, 2019 NS Power IR-15 Attachment 4 Page 6 of 6 ► o o ► 5 EfficiencyOne – EfficiencyOne Application for app...

AI summary This document includes a filing related to EfficiencyOne's application for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the period 2020-2022, identified as matter M09096 (E-ENS-R-19), along with E1's responses to NS Power.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-16: 2 3 Reference: Appe...

AI summary EfficiencyOne provided details on its engagement with Navigant Consulting for the 2020-2022 DSM Resource Plan, stating that the engagement began on July 6, 2018, in response to a request for information regarding stakeholder comments and the development timeline of the Preferred Plan.

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

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

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

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

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-19: 2 3 Reference: Appe...

AI summary The document contains two responses from EfficiencyOne to requests made by Nova Scotia Power Inc. (NS Power) regarding the 2020-2022 DSM Plan. The first response refers to another response for supporting evidence on household energy use perceptions, while the second response identifies the source of data used in Figure 2 as a survey conducted by Corporate Research Associates.

incentives provided by energy efficiency product type. 25 26 (g) Are the enhancements to the Residential Efficient Product Rebates Program 27 accounted for in the Alternate Scenario? Date Filed: March 29, 2019 E1 (NS Power) IR-21 Page 1 of...

AI summary The text discusses the Residential Efficient Product Rebates Program and its enhancements in the context of a supply agreement application for electricity efficiency and conservation activities between EfficiencyOne and Nova Scotia Power Inc. The document refers to a specific proceeding (M09096) and includes a response from E1 to NS Power.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Response IR-21: 2 3 a) Please refe...

AI summary EfficiencyOne provides responses to Nova Scotia Power Inc. regarding the 2020-2022 DSM Resource Plan, including details on appliance retirement and instant savings programs. It references specific appendices and tables for cost data and notes that participation in these programs is voluntary.

nstallation program include: 27 • Affordability: the cost of equipment/upgrades and lack of access to 28 affordable capital can be a barrier to program participation. 29 Date Filed: March 29, 2019 E1 (NS Power) IR-22 Page 1 of 2 Efficiency...

AI summary EfficiencyOne does not require income level reporting for its DSM programs, relying instead on independent evaluations to assess program effectiveness and cost efficiency. The only exception is the Low-Income Homeowner Service, which was offered before 2015.

administered by EfficiencyOne, knowledge of participants’ income levels is not required 20 in order to confirm cost effectiveness and impact. 21 22 c) No. Please refer to part b). Date Filed: March 29, 2019 E1 (NS Power) IR-22 Page 2 of 2...

AI summary EfficiencyOne is responding to a request for information regarding advertising spend and analysis for the 2020-2022 DSM Plan. The response indicates that the advertising budget for 2020-2022 will be developed after the Utility and Review Board’s decision on the DSM Resource Plan.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL Advertising Spend - DSM Portion ($00...

AI summary The text refers to a proceeding regarding Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020-2022) M09096 (E-ENS-R-19), with E1 responding to NS Power. It includes a table showing advertising spend for the DSM portion from 2016 to 2019.

TIAL Advertising Spend - DSM Portion ($000s) 2016 Actual 2017 Actual 2018 Actual 2019 Budget

AI summary The text presents a table showing advertising spend related to the Demand Side Management (DSM) portion in Nova Scotia for the years 2016 to 2019. It lists actual figures for 2016, 2017, and 2018, along with a 2019 budget.

TV $ 142 $ 147 $ 148 $ 113 Print 13 13 19 15 Online 122 217 281 216 Radio 57 93 88 68 Out of Home 29 31 72 55 Promotional Materials 308 179 162 133 Total $ 671 $ 680 $ 770 $ 600 Note: Advertising Spend does not include production costs or...

AI summary The text discusses EfficiencyOne's approach to developing annual media plans to effectively reach target audiences with minimum expenditure, using research and insights to determine media consumption habits and allocate advertising budgets across various media types.

ights from Google and Facebook. 12 13 In addition, EfficiencyOne uses the following strategies to maximize the impact of the 14 overall media buy budget: 15 • Conduct regular conversations with media vendors, Google, and Facebook to ensure...

AI summary EfficiencyOne outlines strategies to maximize the impact of its media buy budget, including regular communication with media vendors, negotiation of competitive rates, and ongoing monitoring of media campaigns. The document is part of an application for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-24: 2 3 Reference: Appe...

AI summary The document is a response from E1 to Nova Scotia Power Inc. regarding a request for information on custom incentive projects under the 2020-2022 DSM Plan. The request includes detailed information about customers, programs, energy savings, and project costs.

ng requests would allow for the identification of individual 27 customers which may, in certain circumstances, violate EfficiencyOne’s privacy policy. 28 29 b) Please refer to part a). Date Filed: March 29, 2019 E1 (NS Power) IR-24 Page 2...

AI summary The document contains responses from EfficiencyOne to Nova Scotia Power Inc. regarding a supply agreement for electricity efficiency and conservation activities. The responses are brief, with most answers referring back to part a) of the request, which concerns privacy policy implications of identifying individual customers.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-25: 2 3 Reference: Appe...

AI summary The response to Request IR-25 refers to Appendix A of the 2020-2022 DSM Resource Plan, providing details on direct installation savings, including energy and demand savings, and cost estimates. The data is organized in specific columns for each year, though customer counts are not available at the measure-level.

vely. Estimates of participant counts were required for the Rate and Bill 22 Impact Analysis, and those values and their derivation are provided in EfficiencyOne’s response 23 to NS Power IR-64 Date Filed: March 29, 2019 E1 (NS Power) IR-2...

AI summary The document outlines a request for expenditure, energy savings, and quantifiable benefits for various enabling strategies in the 2020-2022 DSM Plan. EfficiencyOne is required to provide data for Education and Outreach, Development and Research, and other strategies like the Efficiency Trade Network, Codes & Standards, and Regulatory Affairs.

er 950 910 1,087 2 Total Enabling Strategies 3,049 2,765 3,272 3 4 b) Although there are no energy and demand savings attributable to the Enabling Strategies 5 during the 2016-2018 period that count towards the achievement of EfficiencyOne...

AI summary The text discusses the importance of Enabling Strategies in the DSM Plan, even though they did not contribute to energy and demand savings during 2016-2018. Education and Outreach efforts maintained public awareness and improved public opinion of Efficiency Nova Scotia during that period.

greement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The text refers to a proceeding involving an agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc., identified as DSM 2020-2022 with matter number M09096. E1 has responded to Nova Scotia Power Inc. (NS Power).

ilding owners the Discovery Centre Library (free public • Hosted Passive event) House display at • Hosted Passive Energize House display at the Bridgewater Centre Hants County for summer Exhibition Date Filed: March 29, 2019 E1 (NS Power)...

AI summary The document outlines EfficiencyOne's application for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the period 2020-2022, referenced as M09096 (E-ENS-R-19).

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL • 36 workshops and • 37 workshops and energy management energy management plans delivered to plans delivered to non-profit non-profit organizations organizations 1 2 Efficiency Trade Network 3 EfficiencyOne supports growth...

AI summary EfficiencyOne supports Nova Scotia’s energy efficiency industry through the Efficiency Trade Network (ETN), which helps increase participation in programs by connecting residents with skilled professionals. Membership in the ETN grew significantly from 2016 to 2018, and training and networking events increased substantially during this period. A 2018 survey highlighted benefits such as gaining new customers and industry networking.

• Small Business Energy Study; 20 • Residential Socket Study; 21 • DSM data tracking system implementation; 22 • electronic Technical Reference Manual (eTRM) development; 23 • tracking quality assurance and participant satisfaction; 24 • t...

AI summary The document outlines various studies and initiatives related to energy efficiency, including a Small Business Energy Study, Residential Socket Study, and the implementation of a DSM data tracking system. It also mentions the development of an electronic Technical Reference Manual (eTRM) and efforts to track participant satisfaction and attitudinal metrics among Nova Scotian households.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

chnical support and 26 market insights in an effort to support the continued development of energy efficiency- 27 related standards, products, and codes and regulations. 28 Date Filed: March 29, 2019 E1 (NS Power) IR-26 Page 5 of 6 Efficie...

AI summary The document references EfficiencyOne's application for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the period 2020-2022, under matter number M09096.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-27: 2 3 Reference: Appe...

AI summary The document addresses a request regarding EfficiencyOne's controls and policies to prevent subsidizing its affiliate's unregulated activities through Enabling Strategies. EfficiencyOne refers to the Inter-Affiliate Code of Conduct approved by the NSUARB in 2017, which mandates annual compliance reporting and record-keeping to ensure no cross-subsidization occurs.

records 22 that may be required to allow for a third-party audit of the state of compliance with the Code 3. 23 24 EfficiencyOne is required to file its initial Compliance Report by May 31, 2019. 1 M07390, Inter-Affiliate Code of Conduct,...

AI summary The document outlines the requirement for EfficiencyOne to file a compliance report by May 31, 2019, and references an amended order related to the Inter-Affiliate Code of Conduct. It also mentions an application for approval of a supply agreement between EfficiencyOne and Nova Scotia Power Inc. for energy efficiency and conservation activities.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-28: 2 3 Reference: Appe...

AI summary EfficiencyOne responds to a request regarding potential changes to building codes and standards that may result in DSM benefits by 2030. It highlights federal, provincial, and territorial efforts to develop more stringent model building codes and a code for existing buildings, aiming for net-zero energy readiness by 2030.

air compressors commercial warm air furnaces computer room air conditioners double duct air cooled air conditioners liquid filled transformers variable refrigerant flow multi-split air conditioners and heat pumps Date Filed: March 29, 2019...

AI summary The document includes a list of equipment and discusses EfficiencyOne's 2020-2022 DSM Resource Plan, which accounts for future regulatory amendments, particularly LED lighting regulations. EfficiencyOne evaluates impacts of code and standard changes annually.

hemes/advancement­advancement­en.html? utm_source=CanCa&utm_medium=Activities_e&utm_content=Advancement&utm_campaign=CAbdgt18) Advancing our shared values #YourBudget2018 – Reconciliation (https://www.budget.gc.ca/2018/docs/themes/reconcil...

AI summary The document references a proceeding involving EfficiencyOne's application for approval of a supply agreement for electricity efficiency and conservation activities with Nova Scotia Power Inc. for the period 2020-2022, identified as matter M09096 (E-ENS-R-19).

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 Request IR-29: 2 3 Reference: Appendix A, 2020-2022 DSM Plan, pages 86-87. 4 5 (a) Please describe any proposed changes made to EfficiencyOne’s evaluation 6 methodology/activities compared to 2016-2018. 7 8 (b) Please pr...

AI summary The response to Request IR-29 outlines proposed changes to EfficiencyOne’s evaluation methodology for the 2020-2022 DSM Plan compared to the 2016-2018 plan. Key changes include determining evaluation scopes collaboratively with evaluators and introducing new criteria for process evaluations.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-30: 2 3 Appendix A, Att...

AI summary The document discusses a request for detailed cost and savings information for the Preferred Plan and Alternate scenario in the Efficiency and Conservation Activities agreement between E1 and Nova Scotia Power Inc. E1 responds by explaining that technical tables are generated using the ProCESS model and provides updated Excel files with formulas and percentage-based cost calculations.

ly. 26 27 c) Columns AN, BA, and BN provide the costs expressed as a percentage of total annual 28 investment. Please refer to Attachment 2 of this IR response, filed electronically. Date Filed: March 29, 2019 E1 (NS Power) IR-30 Page 1 of...

AI summary The document outlines a request and response related to EfficiencyOne's application for a supply agreement with Nova Scotia Power Inc. for energy efficiency and conservation activities from 2020 to 2022. The response includes references to attachments containing model outputs, constraints, and input variables.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 b) Please refer to EfficiencyOne’s response to NS Power IR-52, Attachment 1 for the nominal 2 constraint parameters used in early development of the Preferred Plan. There were no 3 further optimizer constraints applied s...

AI summary EfficiencyOne explains the development of the 2020-2022 DSM Plan, noting that the optimizer tool was initially used to create a model structure focused on maximizing utility and ratepayer benefits. No further constraints were applied, and the ProCESS model equations were not modified. Comprehensive measure profiles were built for the model.

ngs, measure 25 life, multiple baseline considerations (if applicable), incremental costs, rebate costs, direct 26 install cost, administrative costs, etc. This information is contained in the model input file 27 (Attachment 1 of this IR r...

AI summary The document discusses the characterization of efficiency measures, including considerations such as life, baseline, incremental costs, rebate costs, and administrative costs, which are detailed in a model input file. This information is used to inform measure characterization based on program evaluation results and historical cost data.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

ints are added, finding a solution with the optimizer tool becomes 22 increasingly difficult (i.e., the model becomes over-constrained). As more constraints are 23 added, tolerances must be loosened to achieve a solution. This diminishes i...

AI summary The text discusses the challenges of using an optimizer tool when adding multiple constraints, leading to over-constrained models and the need to loosen tolerances. EfficiencyOne opted for a detailed review after finding a solution that broadly aligns with their objectives, rather than adding every design decision as a new constraint.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 • Some lighting measures in the Instant Savings program component (e.g., R, BR and 2 Decorative LEDs) are anticipated to be phased out over time. Machine-generated 3 solutions maintained relatively constant uptake of the...

AI summary The text discusses adjustments to various energy efficiency programs, including the phase-out of certain lighting measures, changes in heat pump incentives, and adjustments to anticipated participation levels. It also mentions corrections to assumptions for new programs such as the First Nations Home Energy Efficiency program.

rst Nations Home Energy Efficiency program component is new and no 22 projects have been completed to date in the pilot, there are no historical program costs 23 that can help form assumptions for this program’s costs. Instead, program cos...

AI summary The First Nations Home Energy Efficiency program is a new initiative with no completed projects to date, making it difficult to estimate costs. Historical costs from the HomeWarming program were used, but the program manager noted these were too low due to additional upgrades offered in the First Nations Pilot. The measure characterization was revised to a more accurate cost estimate.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

note, this 22 process excludes development of demand reduction initiatives, the Affordable 23 Multifamily Housing program component, and the First Nations program component, 24 which were already accounted for at this stage. 25 26 Integrat...

AI summary The document discusses the integration of review feedback and new initiatives into the model for the EfficiencyOne application. It notes that some components were excluded, and quality assurance processes were conducted before finalizing the Preferred Plan.

s were reviewed before finalizing the Preferred Plan. This process 11 served to verify measure-level assumptions were free of methodological or 12 typographical/data entry errors. Date Filed: March 29, 2019 E1 (NS Power) IR-31 Page 7 of 7...

AI summary E1 responded to a request for full year hourly load shapes and explained that savings calculations were based on per-unit savings from the 2017 program evaluation, using the ProCESS Model rather than Excel, with replication in Excel for demonstration purposes.

lease refer to Attachment 1 of this IR response, which has been filed electronically), 15 which includes participation values for the 2020-2022 Preferred DSM Plan for demonstration 16 purposes. Date Filed: March 29, 2019 E1 (NS Power) IR-3...

AI summary The response outlines that free ridership is not separately broken out in the ProCESS model but is reflected in net-to-gross ratios (NTG) in the 2020-2022 DSM Resource Plan. These ratios account for free-ridership and spillover effects, based on 2017 program results. Free ridership impacts are factored into net savings and unit-cost calculations for energy savings.

or example, the three-year 18 average unit-cost of $0.31/kWh reflects net savings at the generator, i.e. after adjustments for NTG 19 (free-ridership and spillover) and line losses are applied. 1 M08604, EfficiencyOne – 2019 Demand Side Ma...

AI summary The document discusses data requests related to EfficiencyOne's DSM programs from 2016 to 2018, including customer identifiers, energy consumption, installed measures, savings, and incentive amounts. It references a specific proceeding and includes a request for information from the DSM Data Tracking System.

mounts of incentive provided (or financing, if applicable) 24 25 (j) $ amounts of total project costs (Program administrator and customer costs 26 separately) 27 28 Response IR-34: 29 Date Filed: March 29, 2019 E1 (NS Power) IR-34 Page 1 o...

AI summary EfficiencyOne argues that the individualized customer information requested by NS Power is not relevant to the approval of a DSM supply agreement and could violate customer privacy. They assert that aggregate data has already been provided through their Rate and Bill Impact Analysis Model and annual financial statements.

fying number, the combination 15 of remaining requests would allow for the identification of individual customers which may, in 16 certain circumstances, violate EfficiencyOne’s privacy policy. Date Filed: March 29, 2019 E1 (NS Power) IR-3...

AI summary EfficiencyOne has submitted an application for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the period 2020-2022. The document mentions concerns about the potential violation of EfficiencyOne’s privacy policy if individual customer information is disclosed.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-35: 2 3 Reference: Evid...

AI summary EfficiencyOne responds to a request regarding how the Preferred Plan addresses changes in energy markets, research on DSM program efficacy, and access to DSM programs for residential and BNI customers. It emphasizes monitoring product prices and considering new energy-efficient products.

products to add 26 to its portfolio. These may be identified by potential customers, jurisdictional scans, 27 general research, distributors / retailers, or from other avenues. 28 Date Filed: March 29, 2019 E1 (NS Power) IR-35 Page 1 of 2...

AI summary The text discusses the process of identifying products to add to a portfolio, potentially through customer input, research, and other channels. It also references an application by EfficiencyOne for a supply agreement with Nova Scotia Power Inc. for energy efficiency and conservation activities from 2020 to 2022, identified as matter M09096.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 b) The Preferred Plan continues to rely on an evidence-based approach to monitor and respond 2 to program efficacy and performance, and changes in technology. Sections 5.1 and 5.2 in 3 the Evidence Section describes how...

AI summary The Preferred Plan uses an evidence-based approach to monitor and adjust programs based on technology trends and customer behavior. It expands access to energy efficiency programs for rental housing and First Nations communities and includes demand-reduction incentives. Barriers to energy efficiency and mitigation strategies are outlined in tables within the Evidence section.

21 of EfficiencyOne. Examples of barriers and mitigation strategies for Residential and BNI 22 customers can be found in Table 6 and Table 7, in the Evidence section of the 2020-2022 23 DSM Plan. Date Filed: March 29, 2019 E1 (NS Power) IR...

AI summary The text references EfficiencyOne's application for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. under the 2020-2022 DSM Plan. It also mentions barriers and mitigation strategies discussed in Tables 6 and 7 of the Evidence section.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-36: 2 3 Reference: Appe...

AI summary EfficiencyOne did not perform sensitivity analyses for the uncertainties in the Preferred Plan's benefits, as this is not standard practice for short-term DSM planning according to their response. They rely on the approach used in DSM Resource Plan modelling since 2008.

fficiencyOne has confirmed that application of such sensitivity analysis as 27 suggested in this IR is not an industry standard practice performed for short-term DSM 28 planning. 29 Date Filed: March 29, 2019 E1 (NS Power) IR-36 Page 1 of...

AI summary EfficiencyOne states that sensitivity analysis for short-term DSM planning is not standard industry practice. They highlight their consistent achievement of NSUARB-approved energy savings targets and the use of expert modeling and planning in their DSM Resource Plan, supported by over a decade of experience and verified results.

Programs, Efficiency Nova Scotia has achieved independently-verified annual energy 14 savings of 1,171.9 GWh against its NSUARB-Approved Target of 1,082.8 GWh (or 15 108.2%). Date Filed: March 29, 2019 E1 (NS Power) IR-36 Page 2 of 2 Effic...

AI summary EfficiencyOne has achieved independently-verified annual energy savings of 1,171.9 GWh, exceeding its NSUARB-approved target of 1,082.8 GWh by 108.2%. The document relates to an application for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the period 2020-2022.

vings. This 26 strategy is consistent with industry trends and is discussed in section 4.3 of Evidence and 27 in David Hill’s Direct Testimony in Appendix D of the Application. 28 Date Filed: March 29, 2019 E1 (NS Power) IR-37 Page 1 of 2...

AI summary EfficiencyOne's 2020-2022 Preferred DSM Plan includes only achievable energy savings directly attributable to its actions. Free-ridership and savings from codes and standards are not included in the achievement of EfficiencyOne’s Performance Targets. The response also notes that other forms of load reduction or increase are not addressed.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-38: 2 3 Reference: Evid...

AI summary EfficiencyOne did not model the additional cost of the 'catch up' scenario to achieve Mid-Level DSM savings by 2040, but NS Power's 2014 IRP analysis showed that the Mid-Level DSM scenario leads to lower long-term customer costs. EfficiencyOne acknowledges that moving away from Mid-Level targets may lead to short-term cost increases that could hinder long-term benefits.

ver short-term step increases in cost to catch up will prevent Nova 25 Scotians from having a reasonable opportunity to realize the long-term benefits afforded by the 26 Mid-Level DSM scenario. Date Filed: March 29, 2019 E1 (NS Power) IR-3...

AI summary The text discusses concerns that short-term cost increases may hinder Nova Scotians from benefiting from the long-term advantages of the Mid-Level DSM scenario. It references a filing by EfficiencyOne (E1) related to a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. (DSM 2020-2022) under matter number M09096.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-39: 2 3 Reference: Evid...

AI summary EfficiencyOne explains that demand reduction provides long-term benefits to ratepayers by avoiding mid and long-term capacity issues, even though it does not yield direct energy savings. The response outlines incremental demand reductions for 2020, 2021, and 2022 and addresses the calculation of capacity savings and avoided costs.

and savings? 23 24 Response IR-39: 25 26 a) Incremental demand reductions attributable to demand reduction activities in each of the 27 plan years are shown in the table below. 28 29 Date Filed: March 29, 2019 E1 (NS Power) IR-39 Page 1 of...

AI summary The document contains a response from EfficiencyOne (E1) to Nova Scotia Power Inc. (NS Power) regarding demand reduction activities under the DSM 2020-2022 plan, with incremental demand reductions outlined in a table.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 Year 2020 2021 2022 Incremental Demand Reduction (MW) 5.9 6.9 7.9 2 3 b) Please note that EfficiencyOne has inadvertently underestimated capacity-related avoided 4 costs in its modelling for the Business, Not-for-Profit...

AI summary EfficiencyOne underestimated capacity-related avoided costs in the BNI sector, using outdated values for transmission and distribution. This underestimate is immaterial and conservative, underreporting total benefits by less than 0.6%. Correct values and their differences from the model are detailed in an attachment.

component was modelled as one discrete measure having both energy and capacity related 21 avoided costs with a NPV of $140, 663,694. 22 23 d) No such conversion was necessary – the demand focused measures and activities proposed 24 to be i...

AI summary The text discusses the modelling of a component with energy and capacity-related avoided costs, valued at $140,663,694 in NPV. It highlights that demand-focused measures will provide capacity savings starting in 2020 and continuing until the end of their Effective Useful Lives, offering both short-term and mid-to-long term demand savings.

29.00 216.22 212.68 209.26 209.81 BNI Deviation From Correct - % - Coinc. Demand Savings (kW) -1.3% -1.5% -1.4% -1.4% -1.4% -1.4% -1.5% -1.6% -1.7% -1.7% Sector Avoided Cost Savings Types 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 R...

AI summary The document presents data on demand savings for BNI, comparing modelled and correct values for residential coincident demand savings from 2030 to 2049, highlighting deviations in percentages over time.

93.09 196.95 200.89 204.91 209.00 BNI Deviation From Correct - % - Coinc. Demand Savings (kW) -4.3% -6.0% -7.7% -6.1% -4.4% -2.8% -1.1% 0.6% 2.4% 4.1% Sector Avoided Cost Savings Types 2050 2051 2052 2053 2054 2055 2056 2057 2058 2059 Resi...

AI summary The text presents data on BNI's deviation from correct coincident demand savings percentages over several years, showing increasing discrepancies. It also references an EfficiencyOne application for approval of a supply agreement for electricity and efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, with matter number M09096.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-40: 2 3 Reference: Evid...

AI summary EfficiencyOne responds to a request regarding the calculation of $3.3 million annual investment in demand reduction initiatives and the expected 20.7 MW demand reduction under the 2020-2022 DSM Plan. The response outlines the design of demand reduction initiatives, including prescriptive and custom program components.

ssment, Green Heat, Business Energy Rebates and Small Business Energy Solutions 28 program components. The second established parameters relating to the Custom program 29 component. Date Filed: March 29, 2019 E1 (NS Power) IR-40 Page 1 of...

AI summary The document references EfficiencyOne's application for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the period 2020-2022, under matter M09096.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 2 Prescriptive demand reduction activities were conceptualized early in the development 3 process of the 2020-2022 DSM Resource Plan as a continuation of planned 2019 Pilot 4 activities. These activities are highly cost-...

AI summary Prescriptive demand reduction activities were introduced as part of the 2020-2022 DSM Resource Plan, with considerations of cost-effectiveness and potential risks. A ramped investment approach and annual investment limits were determined to manage these risks, with proposed investment amounts of $1.2M, $1.6M, and $2.0M for 2020, 2021, and 2022 respectively.

rization. This characterization is unique in that it consists of one modelled 25 “measure” within Navigant’s ProCESS modelling tool, consistent with past treatment 26 within the ELRAM modelling tool. The source characterization for the Cus...

AI summary This text discusses the characterization of a demand reduction measure within EfficiencyOne's Custom program component, referencing past modeling tools and an attachment detailing the planned focus on demand reduction projects. It is part of a response to Nova Scotia Power Inc. regarding the approval of a supply agreement for electricity efficiency and conservation activities.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 development process, the final amount of Custom activity (e.g., investment and savings), 2 inclusive of demand response activity, was determined. 3 4 Note that the actual calculation of total investment for a measure occ...

AI summary The text discusses the calculation of total investment and demand savings for prescriptive demand reduction measures using Navigant’s ProCESS model. It references EfficiencyOne’s analysis and the source characterizations detailed in their IR response to NS Power IR-41 and NS Power IR-42.

rization 24 to produce the demand savings attributable to the demand reduction portion of Custom. 25 That analysis is provided in Attachment 1 to this IR response. 26 27 Date Filed: March 29, 2019 E1 (NS Power) IR-40 Page 3 of 4 Efficiency...

AI summary EfficiencyOne considers affordability at the DSM Plan investment level, using cost-effective programs and providing Total Resource Cost screening tests for demand reduction measures. The analysis assumes 25% of Custom Retrofit investment is repurposed for demand-related projects and 50% first-year demand unit cost for demand-focused projects.

ear demand unit cost for demand-focused projects, relative to energy-focused projects All other cost information identical in both cases Incremental Energy Demand Savings Incremental Cost Savings (kWh) (kW) ($) Admin Cost ($) Incentives ($...

AI summary The text presents a comparison of cost and savings for demand-focused and energy-focused projects, including incremental energy savings, demand savings, and associated costs and incentives. It details the impact of removing demand-focused efforts from a custom retrofit base characterization and revising it with demand-focused efforts.

e Quantity - Demand Focused Efforts 0 111.18 153,221.67 $24,480.00 $30,644.00 2020 2021 2022 Total ProCESS measure quantity (Preferred Plan) 30.16 31.16 32.17 93.49 Custom Demand from Demand Focused Efforts (Preferred Plan) (MW) 3.36 3.47...

AI summary The text presents data on demand-focused efforts and associated investments under the EfficiencyOne application for a supply agreement between E1 and Nova Scotia Power Inc. for the period 2020-2022. It includes metrics on process measures, custom demand, and investment amounts.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-41: 2 3 Attachment 1 to...

AI summary E1 provides responses to Nova Scotia Power Inc. regarding data sources and supporting documentation for measure life data, Gross Peak Demand Savings, abbreviations, and Present Value Avoided Cost Benefits related to Residential Demand Reduction measures in the DSM 2020-2022 proceeding.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 For domestic hot water (DHW) Timer...

AI summary The document discusses the selection of an EUL value for domestic hot water timers and the technical review of ETS products available in Nova Scotia. It highlights the range of ETS systems and their power outputs, as well as the dependency of heat rate outputs on charge and discharge hours.

ought to define 19 representative power outputs for consideration in the Plan. 20 21 These power outputs were designated as provided in the Table below: 22 23 24 25 26 27 28 Date Filed: March 29, 2019 E1 (NS Power) IR-41 Page 2 of 7 Effici...

AI summary The document outlines the need to define representative power outputs for consideration in a Plan, with specific outputs provided in a table. It references an application by EfficiencyOne for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. (DSM 2020-2022) under matter number M09096.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL System Description of Heat Source Heat Load Moved Replaced Off-Peak (kW) Residential ETS System (Room) 1 x 2.5 kW Electric Baseboard 2.5 kW Residential ETS System Small home – Electric Furnace – 5 5.0 kW (Central) kW Small...

AI summary The document outlines various electric thermal storage (ETS) systems and their heat load capacities, including residential, small, medium, and large commercial systems. It also discusses demand savings estimates for ETS and DHW timers, citing a conservative coincidence factor of 100% for ETS and 0.50 kW for DHW timers, with reference to NS Power's 2018 Load Forecast.

consistent with estimates from NS Power of 0.57 kW for total 10 electric DHW coincident unit load, from the 2018 Load Forecast. 1 11 12 All of the values estimated by EfficiencyOne are expected to be updated through independent 13 evaluati...

AI summary The text defines various acronyms and terms used in the efficiency and conservation activities between EfficiencyOne and Nova Scotia Power Inc. It references a load forecast and mentions the need for independent evaluation of EfficiencyOne's estimated demand savings.

allons per Minute. 23 24 GSHP – Refers to a ground-source heat pump. 25 26 HID – Refers to a High-Intensity Discharge [Lamp]. 27 28 LED – Refers to Light-Emitting Diode. 29 Date Filed: March 29, 2019 E1 (NS Power) IR-41 Page 4 of 7 Efficie...

AI summary The document outlines EfficiencyOne's application for approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. for the period 2020-2022, referenced as M09096 (E-ENS-R-19).

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

its Remaining 26 Useful Life (RUL) (i.e. the replacement of a 20-year old electric furnace once it has stopped 27 functioning). Typically, market-based baselines are used for the calculation of energy and 28 demand savings in this scenario...

AI summary The text discusses the replacement of a 20-year-old electric furnace at the end of its useful life and the use of market-based baselines for calculating energy and demand savings. It references an application by EfficiencyOne for a supply agreement with Nova Scotia Power Inc. for efficiency and conservation activities from 2020 to 2022.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

Incentives were informed by actual incentive levels offered by Efficiency PEI, as provided 29 in Attachment 8. Incentive levels for Business Energy Rebates ETS systems were linearly Date Filed: March 29, 2019 E1 (NS Power) IR-41 Page 6 of...

AI summary The text outlines how incentive levels for energy efficiency programs were determined, referencing Efficiency PEI and extrapolating data for Business Energy Rebates and Small Business Energy Solutions. It also mentions the use of Navigant’s ProCESS model for calculating other information in the appendix.

B. Data Review and Analysis, and Propose Draft and Final Default Measure Life Values .................................................................................. II-2 APPENDIX A – Background Detail Considered in Development of Common...

AI summary The document outlines the process for reviewing and analyzing data to propose draft and final default measure life values. It acknowledges contributions from key individuals and organizations involved in the development of the report, including members of the New England State Program Working Group (SPWG) and energy efficiency program administrators.

NS Power IR-41 Attachment 1 Page 8 of 36 B. Data Review and Analysis, and Propose Draft and Final Default Measure Life Values GDS reviewed all secondary data collected and developed a preliminary list of potentially applicable residential...

AI summary GDS reviewed secondary data and developed preliminary measure life values for residential and C&I measures. The SPWG provided feedback through written and verbal input, leading to the preparation of final default measure lives by sector and end use, with notes for further research.

EL(=10 [5] [8]) & MP(persistence value not specified, however sources referenced included CALMAC Plug Load Sensor 10 numerous persistence and retention studies) Bi-level Switching VT TPS 10 EL&MP, manufacturer data, studies [9] More Effici...

AI summary The text lists various energy efficiency measures with their associated energy savings, persistence values, and sources, including references to studies and programs like DEER and VTTPS. It includes data from organizations such as CALMAC and GDS Associates, Inc.

10 [48] VT TPS - 25 EL&MP, manufacturer data, studies [9] DEER - 20 EL(=20) [32] CT-07 10 15 [48] VEIC 14 VT TPS 7 EL(=10 without MP, 7 with MP) &MP(=0.7), manufacturer data, studies [9] Enthalpy Economizer DEER 15 EL(=15) [30] [31] EL(=9....

AI summary The text presents data on energy efficiency measures, including Enthalpy Economizers, Custom HVAC Equipment, and Unitary systems, with associated energy savings and measure persistence. It references various programs and studies, such as DEER and VT TPS, and includes data from manufacturers and studies.

Water Heater (heat pump) DEER - 10 EL(=10) [32] Low Flow Aerators DEER 9 - EL(=9) [29] Low Flow Showerheads DEER 10 - EL(=10) [32] Pipe Wrap DEER 15 EL(=15) [32] VAV Variable Speed Drive CT-07 13 15 [48] VAV System Components Ventilation o...

AI summary The text lists various energy efficiency measures and their associated programs, including heat pump water heaters, low flow aerators, insulation, and window upgrades. Each entry includes program names, efficiency levels, and references to studies or data sources.

le pane low-e) VT TPS 30 EL&MP, manufacturer data, studies [12] Chilled or Hot Water Loop Pump DEER (variable flow or w/VSD 10 EL(=10) [23] Indirect Evap Cooling (central or DEER packaged system) 15 EL(=15) [32] Heat Exchanger (air to air)...

AI summary The text outlines various energy efficiency measures and their associated energy savings, including low-e windows, chilled or hot water loop pumps, indirect evaporation cooling systems, and heat exchangers. Each measure is linked to a program (DEER, VT TRM, EL&MP) and includes details on energy savings and sources.

EL(=10 [5] [8]) & MP(persistence value not specified, however sources referenced included CALMAC Energy Reduction 10 numerous persistence and retention studies) EL(=15 [7] [8]) & MP(persistence value not specified, however sources referenc...

AI summary The document outlines various energy efficiency measures, including energy reduction, water heater controls, EMS optimization, retrocommissioning, and variable speed drive control, along with their associated persistence values and sources such as CALMAC and EL&MP. It also references studies and data from manufacturers.

Current Value (in Years, or Basis and Documentation Source(s) C&I Measures Hours if indicated) Basis = Equipment Life Only or EL and Measure Persistence Sources: Manufacturer's data, studies, stipulated values, etc. Utility/Study Retrofit...

AI summary The text presents a table of energy efficiency measures for commercial and industrial (C&I) applications, including details on equipment life, documentation sources, and associated programs such as DEER and CT-07. It outlines specific measures like timeclocks, chilled water reset, and motor controls, with their respective lifespans and documentation sources.

gy Efficient Packaged Terminal CT-07 Units 13 15 [48] Dehumidifiers CT-07 13 15 [48] Induced Draft Cooling Towers CT-07 13 15 [48] Cooling Tower Fan Pony Motor CT-07 13 15 [48] Variable Frequency Pump Drive (Solid CT-07 13 15 State) [48] Z...

AI summary The document lists various energy-efficient equipment and systems under the Conservation Technology 07 (CT-07) program, including quantities and associated costs. It includes items such as packaged terminal units, dehumidifiers, cooling towers, and energy management controls.

EL(=9 [36]; 11 [17]) & MP(persistence value not specified, however sources referenced Pump Repair Sku 9;11 - included numerous persistence and retention studies) EL(=12; each project's expected life is 4 yrs but VFD's will be used for mult...

AI summary The text discusses various energy efficiency and management programs, including persistence and retention studies, variable time periods systems, and specific projects like VFD for environmental remediation and heat pump VSD. It references multiple studies and footnotes related to project lifespans and efficiency factors.

Inventory Group, May 1994 [26] "Consortium for Energy Efficiency Residential Clothes W asher Initiative, 1996", revised 2002 by the DEER Consortium for Energy Efficiency DEER [27] US DOE Technical Brief: "Dem and (Tankless or Instantaneous...

AI summary The text lists various technical references and studies related to energy efficiency and demand-side management programs, including appliance recycling, energy savings algorithms, and useful life reports. These documents are cited in the context of energy management and efficiency initiatives.

Sku [37] CFL_EUL.xls from Gary Cullen, Itron, 5/12/05 VT TRM [38] Verm ont State Screening Tool VT TRM [39] BPA Measure Life Study II, Skum atz VT TRM [40] E Source Technology Atlas Series Volum e IV, Drivepower, p.32 VT TRM [41] Persisten...

AI summary The document includes references to various studies and agreements related to energy efficiency programs, such as the Demand-side Management Program (DEER) and the Variable Time Periods System (VT TRM). It also includes a section on high-efficiency water heaters and their benefits.

e room heat requirements where it is installed. An ECOMBI installation does not require external charging control units or additional timers. It is all included in each ECOMBI heater. POSSIBILITY OF MANAGING DIFFERENT CHARGING PERIODS ECOM...

AI summary The ECOMBI system allows for flexible programming of charging periods, delayed charging, and temperature settings to optimize energy use and cost. It supports off-peak tariff periods and can be integrated with digital meters for direct management by the electricity company.

p temperature can be programmed in a daily or weekly basis. The user can decide which periods of the day should be in COMFORT MODE and in ECO MODE (↓ 3 0C). On weekends this program can be override. “With the ECOMBI System, everything is u...

AI summary The ECOMBI system is a heating solution that can be programmed to operate in comfort or eco modes, reducing energy usage. It can be integrated with air-sourced heat pumps and qualifies for special off-peak electrical rates, helping users save money by shifting energy use to off-peak hours.

, North Dakota 58601-9413 701-483-5400 Rev 3 Date Filed: March 29, 2019 NS Power IR-41 Attachment 4 Page 4 of 4 Peak Control Options • Low Voltage Control (See Diagram) • Power Line Carrier (PLC) Control • Recommended for multiple heater i...

AI summary The document outlines various peak control options for heating systems, including Low Voltage Control, Power Line Carrier (PLC) Control, Time Clock Control, and Line Voltage Control, each with specific installation requirements and recommendations.

Control • Requires an external switching device such as a relay panel to directly control the element circuits. • Blower/controls circuit must be powered with an uninterrupted circuit. Specifications (For Standard 240VAC Systems) 2102 Mode...

AI summary The text provides technical specifications for charging systems, including required external switching devices, voltage requirements, and details on model-specific charging inputs, weight, storage capacity, and blower wattage. It outlines the necessary electrical configurations for proper operation.

son, North Dakota 58601-9413 701-483-5400 Rev 3 Date Filed: March 29, 2019 NS Power IR-41 Attachment 5 Page 3 of 4 Low Voltage Wall Thermostat, Sensor, and Compressor Connections • 24 VAC wall thermostat must be used. Honeywell brands show...

AI summary The document outlines technical specifications for low voltage wall thermostats, sensors, and compressor connections, including recommendations for thermostat types and load resistor requirements. It also includes diagrams for furnace and heat pump applications with variable speed supply blowers.

Low Voltage Connections - Wall Thermostat, Sensor, and Compressor  24 VAC wall thermostat must be used. Honeywell brands shown in schematics and recommended.  A digital wall thermostat is recommended for use with Comfort Plus systems. If...

AI summary The document outlines technical specifications for low voltage connections in heating systems, including the use of specific thermostats, sensors, and compressors. It recommends Honeywell thermostats and discusses the need for a load resistor when using mechanical thermostats with Comfort Plus systems. It also mentions the inclusion of an outdoor sensor for automatic charge control.

- - Aux Duct While the furnace continuously monitors the signal and sheds its load as + + needed in relation to this input, restoration of all or some of its load will occur in 15 minute increments. - - + + 3. Pulse Monitoring: Comfort Plu...

AI summary The text describes technical aspects of furnace load shedding and restoration based on signals from the power company's electric meter, with a focus on 15-minute increments and pulse monitoring in Comfort Plus Commercial units.

G E Utility On-Peak/Off-Peak Connections Y Y

AI summary The text references 'Utility On-Peak/Off-Peak Connections,' indicating a discussion around utility connections during peak and off-peak periods, which may relate to grid management or demand-side management practices.

returned without a signature will not be processed) Printed Name (For Businesses Only) Date Sign Here X Section D: Additional Information Section E: For Office Use Only BUSINESS UNIT: FIS MEPS LMDA ISM PSB FLSB See Instruction page for for...

AI summary The document outlines a request (IR-42) for data related to demand reduction measures in a supply agreement between EfficiencyOne and Nova Scotia Power Inc. EfficiencyOne responds by referring to their previous response to IR-41 for the required information.

information. 21 b) Please refer to EfficiencyOne’s response to NS Power IR-41 for this information. 22 c) Please refer to EfficiencyOne’s response to NS Power IR-41 for this information. 23 d) Please refer to EfficiencyOne’s response to NS...

AI summary The document contains references to EfficiencyOne's response to NS Power IR-41 and mentions an application for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. (DSM 2020-2022) under matter M09096.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-43: 2 3 Reference: Evid...

AI summary EfficiencyOne assumes that all residential customers with ETS systems use Time-of-Use (TOU) rates, but the benefits of ETS systems are based on avoided costs, not TOU rates. If TOU rates are discontinued, participation in ETS programs may decrease due to the perceived lack of key benefits.

(f) Please describe the process EfficiencyOne intends to implement for verifying LES. 24 25 Response IR-44: 26 27 a) As noted in Section 7.2.1 of EfficiencyOne’s evidence (page 48): 28 Date Filed: March 29, 2019 E1 (NS Power) IR-44 Page 1...

AI summary EfficiencyOne proposes adding Lifetime Energy Savings as a Performance Target for the 2020-2022 DSM Plan to better measure its long-term impact on ratepayers and demonstrate cost-effectiveness and benefits.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

ify the 27 methodology employed by the Evaluator. Of note, the 2017 Savings Verification report, 1 M08604, E-11, E1 (Synapse) RIRs 1-22, filed May 30, 2018, at RIR-03(c). Date Filed: March 29, 2019 E1 (NS Power) IR-44 Page 3 of 4 Efficienc...

AI summary The text references a supply agreement application by EfficiencyOne for electricity efficiency and conservation activities with Nova Scotia Power Inc. for the period 2020-2022, citing a proceeding (M09096) and related documents.

to current practice as referred to in part d) of this response. 2 M08604, E-5, Report of H. Gil Peach, Filed May 3, 2018, at page 26. 3 Ibid, at Pages 26-27. Date Filed: March 29, 2019 E1 (NS Power) IR-44 Page 4 of 4 Date Filed: March 29,...

AI summary The document outlines a report prepared by Dunsky Energy Consulting for Efficiency Nova Scotia, focusing on DSM screening and a balanced cost-effectiveness framework. The report was submitted in February 2015 and discusses energy efficiency programs and policies.

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

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

ticed produces a systemic bias against DSM as compared with supply-side options. As a result, the test often fails to fairly reflect its intended “total” cost and benefit perspective. 3. Ratepayer Value: The TRC perspective itself is focus...

AI summary The text discusses limitations of the Total Resource Cost (TRC) methodology in evaluating Demand-Side Management (DSM) programs, highlighting biases against DSM compared to supply-side options, lack of consideration for ratepayer value, and potential conflicts with policy objectives. It notes that many leading DSM regions have moved toward alternative tests like the Program Administrator Cost (PAC) test.

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

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

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

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

ency and Conservation Restructuring (2014) Act in that it requires the utility to procure DSM services. As a result of our review, we make the following recommendations: 2 The National Efficiency Screening Project (NESP) is comprised of or...

AI summary The document outlines recommendations for adopting the Program Administrator Cost (PAC) as a primary test for evaluating the cost-effectiveness of Demand-Side Management (DSM) programs in Nova Scotia. It also suggests re-examining key inputs like the discount rate and developing a transparent reporting template based on the National Efficiency Screening Project (NESP) framework.

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

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

ded results it can produce. As a result, a number of regions have established Modified Total Resource Cost (MTRC) tests, primarily to integrate non-energy benefits into the equation. • The Societal Cost Test (SCT) is treated as a variant t...

AI summary The document discusses the evolution of cost tests used in energy efficiency programs, particularly the Modified Total Resource Cost (MTRC) and Societal Cost Test (SCT). It highlights changes made to the California Standard Practice Manual, including renaming of tests and the integration of non-energy benefits into evaluations.

While providing useful information for program design, notably to determine incentive levels, these are not used as screening tests since they each address only one group of customers. WWW.DUNSKY.CA 4 Date Filed: March 29, 2019 NS Power IR...

AI summary The text discusses the use of different tests, such as the Societal Cost Test (SCT) and Program Administrator Cost (PAC), in program design for determining incentive levels. It highlights that these tests provide useful information but are not used as screening tests and should be viewed in relation to each other for a holistic perspective.

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

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

ce given to DSM, most states and provinces that gave it consideration have, in the end, landed on the use of the TRC test as either the primary or sole indicator of cost-effectiveness. One of the reasons this was deemed acceptable to even...

AI summary The text discusses the use of the Total Resource Cost (TRC) test as a primary or sole indicator of cost-effectiveness for Demand-Side Management (DSM) programs. It explains that in the 1990s, the TRC test was widely accepted because many low-cost DSM measures were available, leading to high benefit/cost ratios. The limitations of the TRC were largely theoretical and not seriously considered at the time.

we will address later in this paper, were to a large extent considered theoretical, and serious consideration of them was, notwithstanding the odd paper or report7, largely non-existent.8 Today, however, with much of the low-hanging fruit...

AI summary The text discusses the evolving importance of assessing the costs and benefits of Demand-Side Management (DSM) programs, particularly as low-hanging fruit has been exhausted and stricter codes and standards are being adopted. It highlights that some Program Administrators are re-evaluating their use of the Total Resource Cost (TRC) methodology and its assumptions, noting potential oversights in capturing DSM's full value.

ations); or neglected it altogether (e.g. ignoring the lower risk profile offered by DSM as compared to supply options). Similarly, some are taking a second look at key assumptions. 6 For much of the first decade of this century, CFLs alon...

AI summary The text discusses early challenges and limitations in demand-side management (DSM) programs, such as the underestimation of DSM's lower risk profile compared to supply options and limitations in planning tools that restricted the consideration of long-term energy efficiency measures like envelope improvements.

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

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

ted on page 24 and beyond, the vast majority of DSM leaders now apply something other than the traditional TRC test. COST-EFFECTIVENESS IN NOVA SCOTIA REGULATORY DRIVERS While the current effort at DSM in Nova Scotia is relatively new, the...

AI summary The text discusses the evolution of demand-side management (DSM) in Nova Scotia, highlighting the shift from using the Total Resource Cost (TRC) test as a screening tool to alternative methods. It references past regulatory decisions and thresholds applied by the Utility and Review Board (UARB) in the context of Integrated Resource Planning (IRP).

pass the TRC, so long as the program as a whole passes (NSUARB - Decision In The Matter of an Application by ENSC for Approval of its Electricity Demand Side Management Plan for 2012, 2011). The Terms of Reference of NSPI’s 2014 IRP specif...

AI summary The text discusses the Total Resource Cost (TRC) approach and how the Program Administrator Cost (PAC) test is used in evaluating Demand-Side Management (DSM) programs. It references the Integrated Resource Planning (IRP) process and legislation, including the Electricity Efficiency and Conservation Restructuring Act (2014), which aims to reduce costs for NSPI customers through energy efficiency initiatives.

7 Date Filed: March 29, 2019 NS Power IR-44 Attachment 1 Page 12 of 46 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 betwee...

AI summary Nova Scotia's DSM is influenced by broader policy drivers, including a 2012 equivalency agreement on climate change and the 2014 Electricity Efficiency and Conservation Plan. The plan introduces a new franchise (ENS) that promotes energy savings through competition with energy supply options, aligning with least-cost procurement principles.

8 Date Filed: March 29, 2019 NS Power IR-44 Attachment 1 Page 13 of 46 CONCERNS WITH THE CONVENTIONAL TRC INTRODUCTION The Total Resource Cost test is meant to measure cost-effectiveness from the perspective of consumers, writ large, i.e....

AI summary The document discusses concerns with the conventional Total Resource Cost (TRC) test, highlighting four key issues: accuracy of calculation, potential bias in neglecting benefits, lack of ratepayer value perspective, and possible policy conflicts. It also mentions innovative practices elsewhere.

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

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

program costs in year t PCNt = Net participant costs in year t UICt = Utility increased supply costs in year t Specifically, at least six key components of the TRC calculation may be subject to entirely different methodological approaches...

AI summary The document discusses the Total Resource Cost (TRC) calculation, emphasizing how different regions approach the inclusion of costs and benefits associated with free riders in DSM measures. It highlights varying methodologies used in regions like Ontario, California, and Quebec.

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

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

the avoided cost of twenty (not one) incandescent bulbs or of four (not one) CFLs. Yet some regions have not adjusted their models and continue to assume matched lifespans, thereby 11 This is meant to account for the different load shapes...

AI summary The text discusses discrepancies in the calculation of avoided costs for lighting measures, noting that some regions incorrectly assume matched lifespans for incandescent and CFL bulbs, leading to potential inaccuracies. It also mentions the use of '8760' hourly cost models and variations in O&M profiles that may affect cost calculations.

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

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

analysis they can account for, and the benefits of measures with longer lifespans (e.g. new construction, envelope retrofits, ground source heat pumps) may literally be cut short as a result. WWW.DUNSKY.CA 12 Date Filed: March 29, 2019 NS...

AI summary The text discusses concerns about the Total Resource Cost (TRC) test's potential bias in neglecting non-energy benefits (NEBs) from demand-side management (DSM) measures. It highlights that while TRC accounts for costs, it may not fully capture benefits to participants, utilities, and society, especially from long-term measures like ground source heat pumps.

a) Program Marketers: While theoreticians may argue amongst themselves as to the importance of “non-energy benefits” and the theoretical basis for valuing them, they need look no further than DSM Program Administrators themselves. Indeed,...

AI summary The text discusses the importance of non-energy benefits (NEBs) in demand-side management (DSM) programs, emphasizing that they are often more persuasive in marketing than energy-related economics. It argues that ignoring NEBs can lead to underinvestment in energy efficiency programs and higher costs for utility customers, citing a statement from Tim Woolf et al.

present up to 70% of a program’s total benefits. Other studies conducted in the past 10 years also provide evidence of significant and material non-enegy benefits of DSM programs. For WWW.DUNSKY.CA 14 Date Filed: March 29, 2019 NS Power IR...

AI summary The text discusses the significant non-energy benefits of Demand-Side Management (DSM) programs, citing studies from the past decade. These benefits are highlighted as being substantial and material, contributing up to 70% of a program’s total benefits.

state markets could value efficiency at $20,000 per home, but if 15 This is notably, though not solely, the case where strong energy performance labeling policies are in place. WWW.DUNSKY.CA 15 Date Filed: March 29, 2019 NS Power IR-44 Att...

AI summary The text discusses the Total Resource Cost (TRC) methodology and its potential bias against energy efficiency investments by not fully accounting for non-energy benefits (NEBs). It highlights that while TRC considers all participant costs, it only accounts for a portion of benefits, leading to regulatory decisions that may undervalue efficiency measures. This bias is becoming more significant as DSM goals increase and baselines improve.

e DSM goals and improving baselines (whether by codes and standards or market interest) is turning a largely theoretical bias into a practical – and increasingly significant – problem. In fact, in the past two years alone, clients of ours...

AI summary The Total Resource Cost (TRC) test is criticized for not fully accounting for non-energy benefits (NEBs), leading to a potential bias against conservation programs. This issue has become more significant as NEBs have grown in prevalence due to the very programs the TRC previously allowed.

alance to which many have begun to give greater consideration. As we will see, a growing number of regions that use the TRC are moving toward accounting for these participant NEBs. 16 To the extent that the very term Total Resource Cost te...

AI summary The text discusses non-energy benefits of Demand-Side Management (DSM), highlighting its role as a lower-risk alternative to supply-side options due to its ability to hedge against fuel price fluctuations. It emphasizes that DSM avoids the risks associated with fuel price changes, similar to renewable energy.

ized cost of power). The value of DSM as a fuel price hedge depends on the extent to which it avoids power generation options that require substantial fuel purchases.17 2. Power Planning / Reliability: From a power planning perspective, DS...

AI summary The text discusses the value of Demand-Side Management (DSM) as a fuel price hedge and its reliability compared to new power plants. It highlights DSM's reliability due to reduced risks from permitting and construction delays, and its planning flexibility, which can offset savings shortfalls through diverse program levers and opportunities.

e DSM is not as fully dispatchable, as noted above, its savings are inherently likely to match loads, providing a significant value-add over intermittent renewables. 17 In a power pool context (not Nova Scotia’s), DSM acts as a hedge again...

AI summary The text discusses the dispatchability of Demand-Side Management (DSM) and its value in reducing load compared to intermittent renewables. It highlights how DSM can act as a hedge against power prices in power pool contexts and notes risks to program-related savings during economic downturns or tighter regulations. It also mentions that some regions, like the northwest U.S., attribute risk benefits to DSM in cost-effectiveness analysis.

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

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

. Indeed, in a recent ACEEE survey (Kushler, Nowak, & Witte, 2012), nearly one-third of all regions surveyed reported accounting for environmental NEBs in their cost-effectiveness screening.21 In some regions, DSM is also considered to gen...

AI summary The text discusses the inclusion of environmental non-energy benefits (NEBs) in cost-effectiveness screening by some regions and highlights the macroeconomic benefits of demand-side management (DSM), particularly in Nova Scotia, where energy efficiency efforts can lead to higher domestic spending and productivity improvements.

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

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

18 Date Filed: March 29, 2019 NS Power IR-44 Attachment 1 Page 23 of 46 generate, for every million dollars in DSM program spending, a net increase in provincial GDP of between $2.7 and $4.1M, and from 22 to 33 job-years of net employment....

AI summary The text discusses the economic benefits of DSM programs, noting that they generate GDP and employment. It also addresses the use of discount rates in TRC calculations, questioning whether utility WACC is appropriate or if a societal discount rate should be used instead, as seen in regions like New York and New England.

ate, which is commonly viewed as the government’s cost of borrowing?23 New York and many New England states use a societal discount rate within their own TRCs. SUMMARY OF NEB ISSUES Increasingly, non-energy benefits – especially those that...

AI summary Nova Scotia's current Total Resource Cost (TRC) does not account for non-energy benefits, creating a bias against Demand-Side Management (DSM). Other regions have modified their TRC to include non-energy benefits or adopted different tests, such as the Modified TRC. This omission affects the evaluation of DSM programs and their overall impact on participants and society.

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

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

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

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

osts and not just program costs, it may arguably be an unfair measure by which to compare options. This is noted in the California Standard Practice Manual’s own discussion of the TRC: “In addition, the costs of the DSM ‘resource’ in the T...

AI summary The text discusses the limitations of the Total Resource Cost (TRC) in evaluating Demand-Side Management (DSM) programs, noting that it may unfairly compare options by including participant costs, unlike supply-side resources. It also highlights that TRC may distort savings opportunities due to varying consumer value. Nova Scotia uses TRC for DSM screening, but the Program Administrator Cost (PAC) test is the only one reflecting utility least-cost procurement.

tition with procurement of supply. Only the Program Administrator Cost (PAC) test reflects the costs and benefits of DSM from a utility least-cost procurement perspective. 25 For example, if consumers value solar hot water (SHW) systems mo...

AI summary The text discusses the Program Administrator Cost (PAC) test as a method to evaluate Demand-Side Management (DSM) programs from a utility's least-cost procurement perspective. It also raises concerns about the Total Resource Cost (TRC) test potentially conflicting with public policy by not reflecting consumer preferences, which could lead to less effective energy savings.

remental annual energy savings during that period tended to be in the range of 0.25-0.75% for the reasonably aggressive regions, with a small handful of outlier regions aiming slightly higher. Today, DSM goals (and in some cases, legislate...

AI summary The text discusses the evolution of Demand-Side Management (DSM) goals and baselines over time, noting that while targets have increased significantly, improvements in baseline efficiency have also occurred due to factors like consumer awareness and new regulations. This has led to higher incremental costs for DSM administrators, particularly in the residential sector, where measures like deep envelope retrofits and solar hot water are increasingly necessary.

e a recurring focus on such measures as deep envelope retrofits, solar hot water, and advanced construction techniques, among others, needed to secure deeper, long-term energy savings. This is not a theoretical issue. In fact, we are incre...

AI summary The text discusses the need for deep energy-saving measures such as envelope retrofits and solar hot water to achieve long-term savings. It highlights the tension between policy goals and cost-effectiveness tests in determining which demand-side management (DSM) measures to prioritize. An example from British Columbia is provided, where a legislated savings target exceeded TRC cost-effectiveness benchmarks.

22 Date Filed: March 29, 2019 NS Power IR-44 Attachment 1 Page 27 of 46 In Nova Scotia, this is not yet an important concern in that specific electric DSM goals are based on an assessment of the potential for cost-effective DSM, and not on...

AI summary Nova Scotia's DSM goals are based on cost-effective assessments rather than legislated targets. The Electricity Efficiency and Conservation Restructuring (2014) Act emphasizes least-cost procurement, aligning with the PAC test rather than the TRC. The use of the TRC for screening DSM was inconsistent with this policy, and the framework was modified in December 2011.

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

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

Measures, Non-profit DSM OREGON (#3) SCT+PAC administrator similar Programs to ENS Project, Non-profit DSM VERMONT (#3) SCT Program, administrator similar Portfolio to ENS Utility delivery. CT Program, CONNECTICUT (#6) PAC n/a Portfolio no...

AI summary The text lists various demand-side management (DSM) programs and initiatives across different regions, including measures and programs in Oregon, Vermont, Connecticut, and New York, with references to entities such as SCT, PAC, and ENS, and mentions of utility delivery and hybrid delivery models.

f move to the PAC test with its fully vetted inputs and while accounting for all costs. non-energy benefits in particular. inherent symmetry. RATEPAYER NESP silent on whether ratepayer Give strong consideration to value of the PAC test, VA...

AI summary The text discusses the TRC's potential misalignment with policy goals and the need to consider ratepayer dollar efficiency over societal efficiency. It also highlights the importance of the PAC test in evaluating DSM programs and mentions the Nova Scotia Electricity Efficiency and Conservation Restructuring (2014) Act.

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

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

29 Date Filed: March 29, 2019 NS Power IR-44 Attachment 1 Page 34 of 46 Should Nova Scotia choose the route of integrating participant NEBs, it may want to Figure 8. Participant NEBs: The Case of B.C. consider these options. Each has its s...

AI summary The text discusses the integration of non-energy benefits (NEBs) in Nova Scotia's regulatory process, referencing British Columbia's experience with the Test Rate Case (TRC) and how it redefined parameters to integrate NEBs. It highlights the need to balance inaccuracies in value estimation against the inaccuracy of no value.

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

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

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

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

30 Date Filed: March 29, 2019 NS Power IR-44 Attachment 1 Page 35 of 46 We note that accounting for environmental externalities goes beyond what is needed to more accurately reflect the TRC’s stated “all consumers” perspective (it is in fa...

AI summary The text discusses the importance of accounting for environmental externalities and revisiting discounting practices in the context of energy efficiency programs. It notes that environmental costs already internalized, such as compliance with regulations, should not be double-counted. It also highlights the need to reassess the use of the weighted average cost of capital (WACC) for discounting future energy savings, especially in regions with shareholder-owned utilities.

served by a shareholder-owned utility, than for many other Canadian provinces, served by Crown Corporations, where the cost of borrowing is much lower due to provincially-backed debt. For purposes of the TRC (or of the PAC), Nova Scotia sh...

AI summary The document discusses the appropriateness of using the Weighted Average Cost of Capital (WACC) as a discount rate in the Test Rate Case (TRC) and Program Assessment Criteria (PAC) in Nova Scotia, considering the unique administration of DSM by non-profit ENS and the societal policy drivers of DSM. It suggests that a societal discount rate may be more appropriate and highlights the challenges of quantifying DSM benefits accurately.

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

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

Connecticut is not only among the historical DSM leaders in North America, but has recently adopted an unofficial goal of becoming the top U.S. state in future ACEEE scorecard results. In the past five years, other jurisdictions have also...

AI summary The text discusses the adoption of the Program Assessment Criteria (PAC) in various jurisdictions, noting concerns about its impact on equity and non-electric energy sources. It highlights Nova Scotia's approach to addressing these concerns and reaffirms the value of transitioning to the PAC for evaluating energy efficiency programs.

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

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

benefits (NEBs), the accuracy of such assessments may raise concerns, leading to lengthy discussions, ongoing debate, and more contentious hearings than otherwise necessary. • Relevance: While the TRC (once corrected) arguably would provid...

AI summary The text discusses concerns about the accuracy of Non-Energy Benefits (NEBs) assessments, which can lead to contentious hearings. It argues that the Program Administrator Cost (PAC) test is more aligned with Nova Scotia's regulatory framework and Integrated Resource Plan (IRP), and recommends using the PAC test for screening Demand Side Management (DSM) programs.

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

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

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

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

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

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

ed for each dollar provided to ENS. In addition, stakeholders and the UARB are already familiar with the workings of the PAC, which has been reported on in DSM Plans for several years. Finally, the PAC perspective is strongly aligned with...

AI summary The text discusses the adoption of the Program Administrator Cost (PAC) as a primary test for evaluating the cost-effectiveness of Demand Side Management (DSM) programs in Nova Scotia. It aligns with the objectives of Nova Scotia’s Electricity Efficiency and Conservation plan, emphasizing least-cost procurement and market transformation. Recommendations include applying the PAC test at different levels and developing a transparent reporting template.

NS Power IR-44 Attachment 1 Page 41 of 46 REFERENCES Acadia Center. (2014). Energy Efficiency: Engine of Economic Growth in Canada . Amann, J. (2006). “Valuation of Non-Energy Benefits to Determine Cost-Effectiveness. ACEEE Report Number A...

AI summary The text lists various references to energy efficiency and demand-side management (DSM) literature, policies, and case studies, including reports from organizations like the Acadia Center, ACEEE, and Efficiency Vermont, as well as regulatory decisions and policy manuals from different states and provinces.

Review White Paper. New York Public Service Commission. (2011). Order Authorizing Efficiency Programs, Revising Incentive Mechanism, and Establishing a Surcharge Schedule . WWW.DUNSKY.CA 38 Date Filed: March 29, 2019 NS Power IR-44 Attachm...

AI summary The text lists various regulatory and program-related documents, including efficiency programs, energy strategies, and legal acts, primarily related to Nova Scotia's energy sector and regulatory proceedings. These references highlight the development and evaluation of energy efficiency initiatives and regulatory decisions.

Qualitative Resource Value Framework – Nova Scotia Legacy TRC Program Name: Electric DSM Date: December 2014 1. Key Assumptions, Parameters and Summary of Results Program Analysis Level □ Portfolio Measure Life n/a Discount Rate WACC 2. Mo...

AI summary This document outlines the Key Assumptions, Parameters, and Summary of Results for the Electric DSM Program under the Qualitative Resource Value Framework – Nova Scotia Legacy TRC. It details monetized program administrator costs and benefits, including avoided energy and capacity costs, as well as participant costs and benefits such as fuel savings and non-energy benefits.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-46: 2 3 Reference: Evid...

AI summary EfficiencyOne proposes a 75% threshold for Lifetime Energy Savings (LES) performance targets, as opposed to the 90% threshold for shorter-term savings. The proposal is partially based on future volatility in LES evaluations and the declining LED lighting measure component in the DSM portfolio.

d 28 accepted as Performance Targets. Incremental Energy and Demand savings were 29 first proposed and accepted as Performance Targets for the purposes of the 2015 Date Filed: March 29, 2019 E1 (NS Power) IR-46 Page 1 of 2 EfficiencyOne –...

AI summary The document discusses the use of Performance Targets in DSM planning, referencing the 2015 DSM Resource Plan and the tracking of Lifetime Energy Savings (LES). It highlights the importance of metrics in planning and implementation and notes the potential impact of future regulatory changes on LES thresholds and evaluation treatment.

anada’s Energy Efficiency Regulations), this 13 affect is also relevant for other technologies, which may have similar volatility in 14 future regulatory amendments. Date Filed: March 29, 2019 E1 (NS Power) IR-46 Page 2 of 2 EfficiencyOne...

AI summary The document addresses a discrepancy in the Total Cost Ratio between the 2020-2022 Preferred DSM Resource Plan and the Test Rate Case (TRC) value, attributing the difference to a typographical error in the former.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-48: 2 3 Please explain...

AI summary EfficiencyOne explains that its Preferred Plan for the 2020-2022 DSM Plan balances long-term energy and system-peak demand savings by introducing demand-focused DSM activities, such as demand reduction programs. This approach differs from past DSM plans, which primarily focused on energy savings due to lower near-term avoided capacity costs.

e 1 below displays the “Base-DSM” avoided costs from the 2014 Integrated Resource Plan 28 (IRP) which illustrates this trend and shows markedly higher avoided capacity costs beginning in 29 2019. Date Filed: March 29, 2019 E1 (NS Power) IR...

AI summary The text references the 'Base-DSM' avoided costs from the 2014 Integrated Resource Plan (IRP) and highlights increasing avoided capacity costs starting in 2019. It also mentions a filing by EfficiencyOne related to a Supply Agreement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020-2022) under matter number M09096.

greement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The text references a proceeding related to an agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc., specifically the DSM 2020-2022 agreement under matter number M09096 (E-ENS-R-19). It also mentions E1's responses to Nova Scotia Power Inc.

NON-CONFIDENTIAL 1 2 Table 1: Base-DSM Avoided Costs - 2014 IRP Avoided Avoided Capacity Base- Energy Costs Costs DSM $/MWh $/kW 2015 0 64 2016 0 60 2017 0 58 2018 0 55 2019 418 57 2020 196 60 2021 179 62 2022 190 84 2023 207 85 2024 201 8...

AI summary The table presents the base-Demand Side Management (DSM) avoided costs for capacity and energy from 2015 to 2036 as outlined in the 2014 Integrated Resource Plan (IRP). Capacity costs start at $0 and increase over time, while energy costs begin at $64/MWh and steadily rise through 2036.

93 113 2034 192 130 2035 196 143 2036 192 150 2037 196 155 2038 197 163 2039 173 169 3 4 It is this increased emphasis on demand savings, through the introduction of specific demand- 5 focused activities which balances long-term needs for...

AI summary The text discusses the increased emphasis on demand savings in the 2020-2022 DSM Resource Plan, highlighting efforts to balance long-term energy needs with system peak demand savings. It references a supply agreement application for electricity efficiency and conservation activities between EfficiencyOne and Nova Scotia Power Inc.

greement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 from energy and capacity (inclu...

AI summary The document discusses the comparison between the 2016-2018 and 2020-2022 DSM Resource Plans, highlighting a shift in the proportion of NPV avoided costs from energy to capacity. The 2020-2022 plan shows a more balanced mix of short and long-term energy and system peak demand avoided costs.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 Request IR-49: 2 3 Reference: Appendix A, 2020-2022 DSM Plan, sections 2.2 and 2.3. 4 5 Please explain why EfficiencyOne did not provide NS Power with a working (other than the 6 Lumina-licensed Analytica software platfo...

AI summary EfficiencyOne did not provide a working copy of the Navigant ProCESS model to NS Power, as it is proprietary to Navigant. However, a read-only version was offered. NS Power had access to the model through direct input and communication with Navigant. The response also references the requirement under the Public Utilities Act for a three-year Supply Agreement between NS Power and EfficiencyOne.

hree 27 years, specified termination provisions, a description of the electricity efficiency and 28 conservation services EfficiencyOne will provide to NS Power and identification of the amount Date Filed: March 29, 2019 E1 (NS Power) IR-4...

AI summary The document outlines EfficiencyOne's application for approval of a supply agreement with Nova Scotia Power Inc. for electricity efficiency and conservation activities from 2020 to 2022. It includes provisions related to termination and the services EfficiencyOne will provide.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 NS Power will pay to EfficiencyOne...

AI summary EfficiencyOne argues that Nova Scotia Power Inc. (NS Power) should rely on their expertise in developing the DSM Plan, and that NS Power does not need access to EfficiencyOne’s proprietary model for plan development, as the process is subject to regulatory review.

legal purview of the DSM utility and is subject to rigorous stakeholder and regulatory review 20 through this Plan approval process. 1 PUA s. 79J 2 PUA s 79L (6) Date Filed: March 29, 2019 E1 (NS Power) IR-49 Page 2 of 2 EfficiencyOne – Ef...

AI summary The document outlines the legal framework for the Demand Side Management (DSM) utility plan, emphasizing stakeholder and regulatory review. It references sections of the Public Utilities Act (PUA) and includes a filing related to EfficiencyOne's application for a supply agreement with Nova Scotia Power Inc. for the years 2020-2022.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-50: 2 3 Reference: Appe...

AI summary The response to Request IR-50 explains the transition from the ELRAM model to the ProCESS model in the 2020-2022 DSM Plan, highlighting the advantages of the ProCESS model, including increased computational efficiency, reporting flexibility, and transparency, while emphasizing that EfficiencyOne is responsible for portfolio design decisions.

hms); and 22 • inline documentation. 23 24 EfficiencyOne makes portfolio design decisions which include program design, choosing 25 which measures to offer, the cost, and quantity. Date Filed: March 29, 2019 E1 (NS Power) IR-50 Page 1 of 1...

AI summary EfficiencyOne is applying for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the period 2020-2022. The application is part of the DSM 2020-2022 proceeding and is referenced as M09096 (E-ENS-R-19).

le ELRAM and ProCESS are both able to calculate the desired outputs, ProCESS is more 24 feature-rich, transparent, and efficient, as described in EfficiencyOne’s response to NS Power IR- 25 50. Date Filed: March 29, 2019 E1 (NS Power) IR-5...

AI summary EfficiencyOne used the ProCESS optimization model for the development of the Preferred Plan in the DSM 2020-2022 plan. The Alternate Scenario did not use the optimizer tool as it only reduced participation levels from the Preferred Plan.

e creation of the Alternate Scenario. Participation levels in the Preferred 16 Plan were reduced to produce the Alternate Scenario as described in EfficiencyOne’s response to 17 NS Power IR-67. Date Filed: March 29, 2019 E1 (NS Power) IR-5...

AI summary The document discusses the creation of an Alternate Scenario by reducing participation levels in the Preferred Plan, as outlined in EfficiencyOne’s response to NS Power IR-67. It also references a supply agreement application for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-53: 2 3 Specify the Pro...

AI summary EfficiencyOne explains that the ProCESS optimization model was used initially to develop a starting point for the 2020-2022 DSM Plan, but no constraints were applied to the final Preferred Plan and Alternate Scenario. The optimizer tool was not used to generate final results, and the final plan was shaped by internal expertise and program delivery experience.

nate 21 Scenario is based on the Preferred Plan, and no additional optimization was used in its creation 22 (i.e., constraints were only applied in the early development of the Preferred Plan). Date Filed: March 29, 2019 E1 (NS Power) IR-5...

AI summary EfficiencyOne used the LP/Quadratic Engine within Lumina’s Analytica Optimizer Software for the last time in the planning process before internal vetting began. The Preferred DSM Plan and Alternate scenario were developed using optimization methods, though specific solver methods and objective functions were not detailed in this response.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 Request IR-55: 2 3 (a) Explain whether the example of a constraint “to ensure that no program has TRC 4 less than 1.0” (Appendix A, 2020-2022 DSM Plan, page 9, lines 1-2) was included in 5 the portfolio optimization mode...

AI summary The response to Request IR-55 explains that a TRC constraint of at least 1.0 was included in the portfolio optimization model for the 2020-2022 DSM Plan. EfficiencyOne argues that optimizing at the measure level would not be more cost-effective for customers due to considerations like equitability and income-eligible populations, and that the Preferred Plan was guided by internal expertise and program delivery experience.

was instead used as a constraint. The measure and program 25 mix in the Preferred Plan and Alternate scenario was guided by internal expertise and 26 program delivery experience. Date Filed: March 29, 2019 E1 (NS Power) IR-55 Page 1 of 1 E...

AI summary The document discusses assumptions made in the 2020-2022 DSM Plan, specifically the assumption of 100% participation in certain rate classes. This assumption is embedded in the Long-Term Rate and Bill Impact Analysis and is referenced in the EfficiencyOne DSM Resource Plan Application.

at 18 these classes show 100 percent participation in each year…” 19 20 EfficiencyOne responds to the justification of this assumption in its response to NS Power IR-66 21 part a). Date Filed: March 29, 2019 E1 (NS Power) IR-56 Page 1 of 1...

AI summary EfficiencyOne responds to NS Power IR-66, part a), regarding the assumption of 100 percent participation in certain classes. The document is related to EfficiencyOne's application for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. (DSM 2020-2022) M09096 (E-ENS-R-19).

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-57: 2 3 Reference: Appe...

AI summary The document discusses a request for clarification regarding the definition of 'leading North American efficiency program administrator' and whether EfficiencyOne is considered one. It references a study by Glenn Reed that benchmarks EfficiencyOne against other North American efficiency program administrators, including those identified by the American Council for an Energy Efficiency Economy (ACEEE).

27 • It appeared among the top 10 utilities in ACEEE’s 2017 Utility Energy Efficiency 28 Scorecard Report (available at: https://aceee.org/research-report/u1707). Date Filed: March 29, 2019 E1 (NS Power) IR-57 Page 1 of 2 EfficiencyOne – E...

AI summary The document references EfficiencyOne's application for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the period 2020-2022, under matter number M09096.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 • It was a program administrator o...

AI summary The document discusses EfficiencyOne's performance in energy efficiency programs compared to peer groups, noting a decline in savings from 2014 to 2017. EfficiencyOne references the ACEEE Scorecard methodology and explains that no comparable Canadian studies exist for benchmarking. A trend adjustment is proposed based on these findings.

alyses we thought that the selection and inclusion 18 of any particular Canadian program administrators or provinces in the benchmarking would 19 possibly be considered arbitrary. Date Filed: March 29, 2019 E1 (NS Power) IR-57 Page 2 of 2...

AI summary The text discusses concerns regarding the potential arbitrariness of selecting Canadian program administrators or provinces for benchmarking purposes. It references an efficiency application by EfficiencyOne and a related proceeding involving Nova Scotia Power Inc.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-58: 2 3 Reference: Appe...

AI summary The document outlines a request (IR-58) related to benchmarking metrics used in electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. It asks for evidence supporting the use of specific metrics and references the American Council for an Energy Efficient Economy’s (ACEEE) report.

two broader 27 benchmarking reports. The table below summarizes whether any of the metrics used in Mr. 28 Reed’s Direct Testimony are included in each of the referenced documents. Date Filed: March 29, 2019 E1 (NS Power) IR-58 Page 1 of 3...

AI summary The document outlines a summary of benchmarking reports and includes a table that compares metrics from Mr. Reed’s Direct Testimony with those in referenced documents. The table includes data on incentives, savings, budget percentages, and cost per kilowatt-hour.

8/2018-2020-3-year- plan-puc-8-30-17.pdf 2019-2021 Conservation & Load Management Plan. https://www.energizect.com/sites/default/files/ Eversource CT X X X Connecticut’s Energy Efficiency and Demand Management FINAL%20EEB%202019- Plan. Nov...

AI summary The document lists energy efficiency and demand management plans from various regions, including Connecticut's 2019-2021 plan and Nova Scotia's 2018-2020 3-year plan. These plans outline strategies for energy conservation and load management.

Baltimore Gas and Electric (BGE) 2018-2020 EmPOWER MD https://webapp.psc.state.md.us/newIntranet/Ca Baltimore Gas and X X X Program Filing. September 1, 2017. senum/NewIndex3_VOpenFile.cfm?FilePath= Electric C:\Casenum\9100-9199\9154\\824....

AI summary The text lists several energy efficiency and demand-side management programs from various utility companies, including Baltimore Gas and Electric's EmPOWER MD program, Public Service Company of Colorado's Demand-Side Management Plan, and Commonwealth Edison's Energy Efficiency and Demand Response Plan. Links to these filings are provided for further reference.

ps://aceee.org/research-report/u1707 X X Scorecard Benchmarking 2011 and 2012 Demand Side Management https://publicservice.vermont.gov/sites/dps/file Results for Efficiency Vermont and Burlington Electric s/documents/Energy_Efficiency/EVT_...

AI summary This document includes benchmarking reports on demand side management (DSM) programs from Vermont, as well as an application by EfficiencyOne to Nova Scotia Power Inc. for approval of a supply agreement for electricity efficiency and conservation activities between 2020 and 2022.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

lities that have a few very large customers. An 26 alternative metric, statewide electric energy efficiency spending per 27 capita, is presented in ACEEE Appendix B. ” Date Filed: March 29, 2019 E1 (NS Power) IR-58 Page 3 of 3 EfficiencyOn...

AI summary The document discusses an alternative metric for evaluating electric energy efficiency spending per capita, referencing ACEEE Appendix B. It also mentions EfficiencyOne's application for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. (DSM 2020-2022) under matter M09096.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-59: 2 3 Reference: Appe...

AI summary The response to Request IR-59 explains that Glenn Reed selected top 10 ACEEE ranked utilities for benchmarking in six states with multiple program administrators, ensuring each state had at least one leading energy efficiency program administrator. Rhode Island was the only state with a single program administrator, excluding small municipal utilities.

e multiple program administrators there was also at 27 least one top 10 ACEEE ranked utility, consistent with our definition of leading energy 28 efficiency program administrator. Date Filed: March 29, 2019 E1 (NS Power) IR-59 Page 1 of 1...

AI summary The document references EfficiencyOne's application for a supply agreement with Nova Scotia Power Inc. for energy efficiency activities from 2020 to 2022, identified as matter M09096. It also notes the presence of multiple program administrators, including at least one top 10 ACEEE ranked utility.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

o systematic bias 27 against the inclusion of non-utility PAs in the benchmarking group. 28 29 b) As noted above, there was no systematic bias against the inclusion of non-utility PAs. Date Filed: March 29, 2019 E1 (NS Power) IR-60 Page 1...

AI summary The text discusses the absence of a systematic bias against the inclusion of non-utility Program Administrators (PAs) in the benchmarking group. It references a proceeding related to EfficiencyOne's application for a supply agreement with Nova Scotia Power Inc. for energy efficiency and conservation activities from 2020 to 2022.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 Request IR-61: 2 3 Reference: Appendix E, Direct Testimony of Glenn Reed, page 4, lines 24-25 state that, “this 4 benchmarking was done to assess where EfficiencyOne falls compared to its North American 5 peers on common...

AI summary This document references a benchmarking analysis conducted by Glenn Reed to evaluate EfficiencyOne against North American peers. It raises questions about the selection criteria for the peer group, specifically whether it should include Canadian PAs or those not in the ACEEE Top 10 lists.

ark EfficiencyOne’s plan against should not 28 contain any Canadian PAs or PAs that are not in the ACEEE Top 10 lists, and provide 29 any supporting data, reports or other evidence. Date Filed: March 29, 2019 E1 (NS Power) IR-61 Page 1 of...

AI summary The document outlines a requirement for EfficiencyOne’s plan to exclude Canadian PAs and PAs not in the ACEEE Top 10 lists, with a request for supporting evidence. It references an application by EfficiencyOne for a supply agreement with Nova Scotia Power Inc. for energy efficiency activities from 2020 to 2022.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 2 (g) Does Mr. Reed believe that his benchmarking analysis accomplished its goal of 3 assessing “where EfficiencyOne falls compared to [all of] its North American peers”? 4 5 Response IR-61: 6 7 The following response ha...

AI summary Glenn Reed confirms that his benchmarking analysis compared EfficiencyOne to leading North American Program Administrators (PAs), focusing on those with significant investment in demand-side management (DSM). He excluded PAs with minimal commitment to DSM to ensure a more representative comparison.

those less representative, benchmarking group. 27 28 e) No, as noted above and in the Direct Evidence, the intent was to benchmark EfficiencyOne 29 against leading North American PAs. Date Filed: March 29, 2019 E1 (NS Power) IR-61 Page 2 o...

AI summary EfficiencyOne responds to Nova Scotia Power Inc. regarding the benchmarking of its efficiency program against leading North American Program Administrators (PAs), citing direct evidence and referencing prior responses to IR-57.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 Request IR-62: 2 3 Reference: Appendix E, Direct Testimony of Glenn Reed, page 8, lines 1-4 state that, “these 4 caveats do not significantly diminish the value of undertaking such a benchmarking exercise, 5 particularly...

AI summary The response to Request IR-62 addresses concerns about the value of benchmarking exercises in comparing DSM plans across program administrators. It acknowledges the caveats but argues that such comparisons are still useful for initial evaluations of program performance, citing examples from Energy Futures Group.

27 28 b) No comparison of two or more different PAs’ DSM program performance will ever be an 29 exact apples-to-apples comparison, nor should it be expected given the caveats noted and Date Filed: March 29, 2019 E1 (NS Power) IR-62 Page 1...

AI summary The text discusses the challenges of comparing different Program Administrators' (PA) DSM program performance, noting that exact comparisons are not feasible due to differences in programs. However, it highlights that valuable lessons can be learned from past approaches, such as the shift from rebate forms to upstream lighting incentive programs in the Northeast U.S., which influenced similar programs in Canada and the U.S.

upstream lighting incentive programs. These efforts then informed nearly ever 10 residential upstream lighting program that was subsequently implemented in Canada and 11 the U.S. Date Filed: March 29, 2019 E1 (NS Power) IR-62 Page 2 of 2 E...

AI summary The document discusses a request (IR-63) related to the EfficiencyOne application for a supply agreement with Nova Scotia Power Inc., focusing on the suggestion that avoided transmission and distribution (T&D) values may be 30-100 times higher than those provided by NS Power. The comment was made by Paul Chernick, a consultant to the Consumer Advocate.

in its possession 23 that it is relying upon. The full text of Mr. Chernick’s comment is provided below: 1 24 25 “New Issue 2: Avoided costs for 2020-2022 DSM Plan RBIA 1 Resource Insight Inc., Memorandum Re: Comments on RBIA Enhancements,...

AI summary The document references a comment by Mr. Chernick regarding the avoided costs for the 2020-2022 DSM Plan Rate and Bill Impact Analysis (RBIA), and includes a filing by EfficiencyOne related to a supply agreement for electricity efficiency and conservation activities with Nova Scotia Power Inc.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 Using the 2014 IRP avoided generation costs in 2019 analyses for the 2020–2022 2 DSM Plan is regrettable, but it is not clear that NS Power can be induced to address 3 the many outstanding problems in the avoided costs p...

AI summary The document critiques the use of avoided generation costs from the 2014 IRP in 2019 analyses for the 2020–2022 DSM Plan, noting that NS Power has not adequately addressed outstanding issues. It also questions the methodology used by NS Power to calculate avoided T&D values, suggesting that the approach may be flawed.

s estimate.” 22 23 c) EfficiencyOne has not performed a detailed review of the calculations that would allow it 24 to either support or disclaim the comment. In the event the observation is correct, at even 25 the lower end, (i.e., avoided...

AI summary EfficiencyOne acknowledges that it has not performed a detailed review of calculations related to avoided T&D costs, which could significantly affect the RBIA results. If the observation is correct, it could lead to a net rate decrease due to DSM.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-64: 2 3 Reference: Appe...

AI summary The document outlines a request (IR-64) for detailed calculations and evidence related to scaling factors used in the 2020-2022 DSM Plan. EfficiencyOne provides an Excel file and references a Synapse Energy Economics memo as evidence for the methodology used.

forecasts are made (2020-2022). 1 1 Synapse Energy Economics, Inc., Memo Re: M08946 – EfficiencyOne – 2018 Rate and Bill Impact Analysis and Model (E-ENSC-R-18), 3 December 2018 Date Filed: March 29, 2019 E1 (NS Power) IR-64 Page 1 of 1 Ef...

AI summary The document outlines EfficiencyOne's application for approval of a supply agreement with Nova Scotia Power Inc. for electricity efficiency and conservation activities from 2020 to 2022. It includes responses to NS Power and references a prior rate and bill impact analysis conducted by Synapse Energy Economics, Inc.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 Request IR-65: 2 3 Reference: Appendix B, Forward Looking Rate & Bill Impact Analysis, page 16, lines 29-30 4 and page 17, lines 1-2 state, “it was assumed that, within each class, the decay rate 5 of new participants ov...

AI summary Request IR-65 asks EfficiencyOne to justify its assumption about participant decay rates and whether sensitivity analysis was conducted. EfficiencyOne responded that the assumption was based on historical data from 2011-2013 and that the scaling factor calculations were included in its filed models.

nual participants 27 over these three years would overstate the total number of actual participants, and result in 28 understating the participant bill impacts for 2021 and 2022. 29 Date Filed: March 29, 2019 E1 (NS Power) IR-65 Page 1 of...

AI summary EfficiencyOne explains that its historical database does not support extracting new participants for recent periods, only relative to 2011. It now uses a more sophisticated method to track participation through NS Power's customer information system. EfficiencyOne also states it did not conduct a sensitivity analysis.

wer’s customer information system, 12 which will enable more sophisticated participation reporting in the future. 13 14 b) No. EfficiencyOne did not conduct any sensitivity analysis. Date Filed: March 29, 2019 E1 (NS Power) IR-65 Page 2 of...

AI summary EfficiencyOne did not conduct any sensitivity analysis in response to the application for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. (DSM 2020-2022). The document also mentions the implementation of a customer information system to improve participation reporting.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-66: 2 3 Reference: Appe...

AI summary The document discusses EfficiencyOne's assumption that all customers in specific classes participate in BER-IR annually, citing Synapse's recommendation and historical use in filings since 2016. It also outlines the reasoning behind this assumption, including the availability of high-efficiency equipment replacements.

Industrial, and 25 Large Industrial use common equipment for which high-efficiency 26 replacements are available (e.g., linear fluorescent tube lighting); 1 EfficiencyOne, 2016 Rate and Bill Impact Analysis Background and Proposed Enhancem...

AI summary The document discusses EfficiencyOne's application for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the period 2020-2022. It references prior analyses and memoranda related to EfficiencyOne's proposed enhancements to its 2016 RBIA.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 ii) That EfficiencyOne offers in-store rebates on those high-efficiency versions 2 through electrical distributors; 3 iii) That these facilities are of a sufficient size so that within each facility, some of 4 this equip...

AI summary EfficiencyOne provides in-store rebates for high-efficiency equipment through electrical distributors. The text outlines conditions for participation in the BER-IR program, including facility size, maintenance practices, and the role of maintenance staff. The Municipal class is also addressed, with MEUs treated as participants if their customers participate. No sensitivity analysis was conducted.

as a customer of NS Power. It is therefore assumed that if any customer of a MEU 21 participates, the MEU is counted as a participant. 22 23 b) No sensitivity analysis was conducted. Date Filed: March 29, 2019 E1 (NS Power) IR-66 Page 2 of...

AI summary The document discusses the assumption that participation by a customer in a MEU (Multi-Energy Unit) implies the MEU is counted as a participant. It also notes that no sensitivity analysis was conducted. The context involves EfficiencyOne's application for a supply agreement with NS Power for energy efficiency activities between 2020 and 2022.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power)

AI summary The document outlines a regulatory proceeding (M09096) concerning efficiency and conservation activities between E1 and Nova Scotia Power Inc. for the DSM 2020-2022 period, including E1's responses to NS Power. The matter is referenced as E-ENS-R-19.

NON-CONFIDENTIAL 1 Request IR-67: 2 3 Reference: Appendix B, Forward Looking Rate & Bill Impact Analysis, page 32, lines 5-7 4 state that “program components were not all scaled down in proportion to one another to 5 produce the Alternate...

AI summary The response explains that program components in the Alternate Plan were not scaled down proportionally due to higher unit costs and different investment levels compared to the Preferred Plan. EfficiencyOne increased investment in some components slightly but not to the same level as the Preferred Plan.

markets, EfficiencyOne has also included in the alternate, demand 26 reduction specifically for Electric Thermal Storage at a similar level of investment as the 27 2019 pilot. 28 Date Filed: March 29, 2019 E1 (NS Power) IR-67 Page 1 of 2 E...

AI summary EfficiencyOne has scaled down the quantities of measures in its existing programs by a factor of 0.89 to develop an alternate scenario, maintaining a balanced approach. The scaling applies to most measures, including administrator costs and resulting savings.

ement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) NON-CONFIDENTIAL 1 Request IR-68: 2 3 Please provide...

AI summary The document is a response to a request for Appendix B files related to the 2020-2022 DSM Resource Plan Application by EfficiencyOne. The response indicates that the files are available on the NSUARB website under Matter number M09096.

5 in Section III of Dr. Hill’s Direct Testimony. The following five slides summarize the 26 findings for the historic efficiency spending and savings as cited in the testimony. 27 Date Filed: March 29, 2019 E1 (NS Power) IR-69 Page 1 of 9...

AI summary The text references EfficiencyOne's application for approval of a supply agreement for electricity efficiency and conservation activities between E1 and Nova Scotia Power Inc. (DSM 2020-2022), identified as matter M09096. It also mentions Dr. Hill’s Direct Testimony, which includes sections on historic efficiency spending and projected net benefits through 2030.

Section VI of Dr. Hill’s Direct Testimony. The following eight slides summarize the 4 findings for the forecasted net benefits from efficiency in 2030, as cited in the testimony. Date Filed: March 29, 2019 E1 (NS Power) IR-69 Page 4 of 9 E...

AI summary This section of Dr. Hill’s testimony outlines the forecasted net benefits from efficiency initiatives in 2030. It includes references to EfficiencyOne’s application for a supply agreement with Nova Scotia Power Inc. and related regulatory matter M09096.

ectricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (DSM 2020- 2022) M09096 (E-ENS-R-19) E1 Responses to Nova Scotia Power Inc. (NS Power) 1 2 Date Filed: March 29, 2019 E1 (NS Power) IR-69 Page 8 of 9 Ef...

AI summary The document outlines EfficiencyOne's (E1) application for approval of a supply agreement for electricity efficiency and conservation activities with Nova Scotia Power Inc. (NS Power) between 2020 and 2022. It includes responses from E1 to NS Power and lists Synapse Energy Economics Inc. staff members involved in the research.

GHG Estimate Total Emissions Unnamed: 1 Unnamed: 2 Emissions intensity Unnamed: 4 Avoided GHGs from DSM Unnamed: 6 Unnamed: 7 Unnamed: 8 Unnamed: 9 Unnamed: 10 Savings Streams Unnamed: 12 Unnamed: 13 Unnamed: 14 Unnamed: 15 Unnamed: 16 Emi...

AI summary The document presents a GHG estimate table with data spanning 2021 to 2023, including total emissions, emissions intensity, avoided GHGs from DSM, and emissions caps. It includes figures related to electricity production, forecasted energy demand, and cumulative totals.

EfficiencyOne 2018 DSM Annual Progress Report Date Filed: March 29, 2019

AI summary The document is the EfficiencyOne 2018 DSM Annual Progress Report, filed on March 29, 2019. It outlines the progress made in the Demand Side Management (DSM) program for the year 2018.

1 Ta able of Contents 21 Table 19: 2016 Planned and Actual DSM Expenditures by Rate Class 70 22 Table 20: 2017 Planned and Actual DSM Expenditures by Rate Class 70 23 Table 21: 2018 Planned and Actual DSM Expenditures by Rate Class 71 24 T...

AI summary The document contains tables and figures related to Demand Side Management (DSM) expenditures and results from 2016 to 2018, including planned and actual expenditures by rate class and DSM resource plan savings and investment details.

1 2018 DSM RESULTS In its Order dated October 7, 2015, the Nova Scotia Utility and Review Board (NSUARB) approved the 2016-2018 DSM Resource Plan and the corresponding 2016-2018 DSM Plan Consensus Agreement. 1 The NSUARB Order approved a 2...

AI summary The Nova Scotia Utility and Review Board (NSUARB) approved a 2016-2018 DSM Resource Plan in 2015, setting 2018 investment and savings targets. Mid-course adjustments in 2018 revised energy and demand savings goals based on cumulative 2016-2017 results, aiming to meet three-year performance targets of 405.9 GWh energy and 62.5 MW peak demand savings. Tables detail expenditures, program participation, and unit costs.

Table 1: 2018 Planned Savings, Mid-Course Adjustments, and Results 2018 Plan as Filed 20 018 Mid-Cou ırse Adjustm nent 2018 Results First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) 1 Peak Demand Savings (MW) Budget ($ million)...

AI summary Table 1 outlines the planned savings, mid-course adjustments, and results for various energy efficiency programs in 2018. It includes metrics such as first-year and lifetime energy savings, peak demand savings, and budgetary figures for each program. The data provides an overview of program performance and adjustments made during the year.

& lt;sup>1 As agreed to in the NSUARB-approved 2016-2018 DSM Plan Consensus Agreement, EfficiencyOne is now reporting on lifetime energy savings. See M06733, NSUARB Decision, The Public Utilities Act and An Application for Approval of a Su...

AI summary EfficiencyOne is now reporting on lifetime energy savings as agreed in the NSUARB-approved 2016-2018 DSM Plan. The methodology for estimating lifetime energy savings has become more sophisticated. Variance categories (green, yellow, red) are used to denote performance against planned energy savings. The Efficient Product Installation (EPI) program was formed in 2017 by merging two previous programs.

Table 2: 2018 Participation Rates Participa tion Rates 2018 Participation Unit Efficient Product Rebates Instant Savings 669,550 Units rebated Appliance Retirement 5,595 Units rebated Existing Residential ent Home Energy Assessment 1 791 H...

AI summary Table 2 presents 2018 participation rates for various energy efficiency and incentive programs in Nova Scotia, including units rebated, housing units involved, and participants across residential and business sectors. Some programs had no participation, such as the First Nations Home Energy Efficiency Pilot.

& lt;sup>1 "Participation Unit" refers to completed projects/homes. & lt;sup>2 "Participation Unit" refers to Custom projects where savings have been claimed in 2018, including partial projects. & lt;sup>3 Each participating EMIS and SEM p...

AI summary The text defines 'Participation Unit' in the context of energy efficiency programs, clarifying that it refers to completed projects or homes, custom projects with claimed savings, and ongoing participation in program components that generate monthly savings.

First-Year Unit Cost ($/kWh) 2018 Plan as Filed 2018 Mid-Course Adjustment 2018 Actual Efficient Product Rebates 0.27 0.22 0.17 Instant Savings Appliance Retirement Existing Residential 0.26 0.26 0.28 tial Home Energy Assessment en Green H...

AI summary The table presents the first-year unit costs (in $/kWh) for various energy efficiency programs under the 2018 DSM Plan, including adjustments and actual figures. It covers residential, low-income, and business/non-profit programs, providing a breakdown of costs across different initiatives.

Table 4: Residential EPR Rate Class Results Re sidential Effic ient Produc ct Rebates - 2018 First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Expenditures ($ thousand) Units Rebated (#) Residential/Cha...

AI summary Table 4 presents the results of the Residential Efficient Product Rebates (EPR) program in 2018, showing energy and demand savings across various rate classes. The table includes metrics such as first-year and lifetime energy savings, peak demand savings, expenditures, and the number of units rebated. The data highlights the impact of the program, which includes components like Appliance Retirement and Instant Savings, targeting BNI participants.

Table 5: Existing Residential Rate Class Results Existing Residential - 2018 First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Expenditures ($ thousand) Housing Units (#) Residential/Charitable (2,3,4)...

AI summary Table 5 provides a summary of existing residential rate class results for 2018, including energy and demand savings, expenditures, and the number of housing units. The data includes components such as Home Energy Assessment, Green Heat, and Efficient Product Installation programs.

The Home Energy Assessment program component is mainly comprised of homes heated by electricity. However, some participation includes homes heated primarily by non-electric fuels. As participating homes heated primarily by non-electric fue...

AI summary The Home Energy Assessment (HEA) program includes homes heated by electricity and some non-electric fuels, contributing to DSM funding. Lower-than-expected participation in EPI and HEA led to reduced annual expenditures compared to 2018 plans, due to fewer installations and assessments.

• BNI Efficient Product Rebates - 2018 First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Expenditures ($ thousand) Units Rebated (#) Residential/Charitable (2,3,4) 4.2 49.2 0.7 507 31,090 Small General...

AI summary The table presents energy savings and expenditures for the BNI Efficient Product Rebates program in 2018, categorized by different participant types, including residential, small general, general demand, industrial, and municipal sectors.

- • BNI Direct Installation - 2018 First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Expenditures ($ thousand) Projects (#) Residential/Charitable (2,3,4) 1.0 10.8 0.2 483 59 Small General (10) 1.6 19.8...

AI summary The table presents energy savings and expenditures for the BNI Direct Installation program in 2018, categorized by different customer segments. It includes first-year and lifetime energy savings, peak demand savings, expenditures, and the number of projects for each category.

• • 1 engaging with regulatory stakeholders, the DSM Advisory Group and 2 consultants, as appropriate, on topics including: 3 the development of EfficiencyOne's 2019 DSM Resource Plan, and the 4 associated regulatory process; 5 the develop...

AI summary The document outlines various activities related to the regulatory process, including engagement with stakeholders, development of DSM Resource Plans, implementation of incentive methodologies, and participation in regulatory processes such as the AMI Application. It also mentions the filing of reports and financial statements, as well as coordination with consultants for evaluation and verification.

2 4 5 1 In its Order dated October 7, 2015, the Nova Scotia Utility and Review Board (NSUARB) approved the 2016-2018 DSM Resource Plan and the corresponding 2016-2018 DSM Plan Consensus Agreement. 22 The NSUARB Order approved a 2016-2018 D...

AI summary The Nova Scotia Utility and Review Board (NSUARB) approved the 2016-2018 DSM Resource Plan and Consensus Agreement in its October 7, 2015 Order, allocating $102.15 million for energy savings initiatives, resulting in 405.9 GWh of net incremental energy savings and 62.5 MW of net peak demand savings over the three-year period.

Table 11: 2016-2018 DSM Plan Results - Portfolio Level Year Investment ($ million) Lifetime Benefits ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Weighted- Average Measure Life (years) Peak Demand Savings (MW)...

AI summary Table 11 presents the results of the 2016-2018 DSM Plan, showing investment amounts, energy savings, and cost metrics for both approved and reported outcomes. The data includes metrics such as lifetime benefits, energy savings, and program cost tests, with notes on rounding, unaudited figures, and pending verification for 2018 results.

Table 12: 2016-2018 Savings and Investment by Rate Class Rate Class First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Investment ($ million) Residential/Charitable (2,3,4) 181.8 2,506.9 38.1 46.9 Small...

AI summary Table 12 presents energy and demand savings along with investments by rate class from 2016 to 2018. The data includes first-year and lifetime energy savings, peak demand savings, and investment amounts in millions of dollars, with notes on rounding and verification status.

Table 13: 2008-2018 Cumulative Approved and Actual Energy and Demand Savings, and Investment 2008-2018 Approved Results Cumulative Incremental First-Year Energy Savings a (GWh) 1,230.2 1,340.1 Cumulative Incremental Peak Demand Savings b (...

AI summary Table 13 presents cumulative approved and actual energy and demand savings, along with investment from 2008 to 2018. The data shows that actual energy savings exceeded approved targets, while actual peak demand savings also surpassed expectations. Investment was slightly lower than approved amounts.

8 10 11 12 13 14 6 Table 14 provides a breakdown of the cumulative 2016-2018 expenditures and the evaluated net incremental energy and net peak demand savings results by program, for comparison with the 2016-2018 DSM Plan Compliance Filing...

AI summary The text references tables that provide information on cumulative expenditures, energy savings, peak demand savings, and program participation data for the 2016-2018 DSM Plan period. It also mentions the evaluation of net incremental energy and peak demand savings results.

Table 14: 2016-2018 Approved and Actual DSM Results 2016 5-2018 (Appr oved) 20 16-2018 (Resu ults) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Weighted- Average Measure Life (years) Peak Demand Savings (MW) Investment ($...

AI summary Table 14 presents the approved and actual Demand Side Management (DSM) results from 2016 to 2018, including energy savings, investment, and peak demand reductions. The data covers various programs such as Efficient Product Rebates, residential initiatives, and BNI programs. Results are noted as pending verification and include unaudited expenditure amounts for 2018.

Table 15: 2016-2018 Participation 2016-20 018 Participation Total Participation Unit Efficient Product Rebates Instant Savings 2,389,139 Units rebated Appliance Retirement 17,777 Units rebated tial Existing Residential Residential Home Ene...

AI summary Table 15 outlines participation in various energy efficiency programs from 2016 to 2018, including units rebated, housing units impacted, and participants in initiatives like the Efficient Product Rebates, Home Energy Assessment, and Strategic Energy Management.

1 Table 16: 2016- 2018 Unit Cost Firs st-Year Unit C ($/kWh) Cost 2016-2018 (Approved) 2016-2018 (MCA) 2016-2018 (Results) Efficient Product Rebates 0.26 0.23 0.17 Instant Savings Appliance Retirement Existing Residential 0.25 0.26 0.27 ti...

AI summary Table 16 presents unit costs for various energy efficiency programs from 2016 to 2018, showing differences between approved, MCA, and results figures. EfficiencyOne will comment on variances of 10% or more. Unit costs are calculated using energy and demand savings at the generator, accounting for free-ridership and spillover effects, with 2018 energy savings evaluated but not verified.

Expenditure amounts used to calculate unit costs for the 2016-2018 Plan period are unaudited for 2018. \ Reflects tracked and estimated participation by low income customers; numbers are included in the overall Efficient Product Rebates (R...

AI summary The expenditure amounts for the 2016-2018 Plan period are noted as unaudited for 2018. The text mentions tracked and estimated participation by low-income customers in various programs, including Efficient Product Rebates, Existing Residential, Custom Incentives, and Direct Installation.

2.1 2016-2018 DSM Programs For the 2016-2018 DSM Plan period, EfficiencyOne achieved total net incremental energy savings at the generator, for all DSM programs, of 419.0 GWh, within 3.2 percent of the Compliance Filing planned savings amo...

AI summary EfficiencyOne achieved significant energy and demand savings during the 2016-2018 DSM Plan period, with total net incremental energy savings of 419.0 GWh and total net peak demand savings of 75.2 MW. Expenditures were lower than approved investment amounts, and ratepayer benefits reached $385.1 million. The results are compared to the Compliance Filing and NSUARB-approved targets.

Figure 2: 2016-2018 DSM Results as Compared to 2016-2018 Targets Energy and demand savings are calculated at the generator and net of free-ridership and spillover. 2016-2017 results are evaluated and verified. 2018 results are evaluated an...

AI summary Figure 2 compares 2016-2018 Demand Side Management (DSM) results against targets, noting energy and demand savings calculations account for free-ridership and spillover. 2016-2017 results are verified, while 2018 results are evaluated but pending verification.

3 UPDATES ON ITEMS ARISING FROM THE 2016-2018 REGULATORY PROCESS 2 3 4 5 6 7 1 Throughout the 2016-2018 DSM Resource Plan regulatory process, various items arose from or were deferred under the NSUARB Order, 31 the NSUARB-approved 2016-201...

AI summary The text outlines updates on unresolved items from the 2016-2018 DSM Resource Plan regulatory process, referencing the NSUARB Order, Consensus Agreement, and Quantum Agreement. It highlights deferred matters under these documents and their status as of 2018.

3.1 Locational DSM Efforts 10 11 12 13 14 In accordance with the NSUARB's direction in its Order dated October 17, 2015, EfficiencyOne and NS Power filed a collaborative report on locational DSM efforts (i.e., geotargeting), on 23 December...

AI summary EfficiencyOne and NS Power filed collaborative reports on locational DSM efforts in response to NSUARB orders and letters. The Quantum Agreement, though not approved by NSUARB, has non-financial provisions being pursued via the DSM Advisory Group. References include M06733 and M07815, along with the 2016-2018 DSM Resource Plan.

4 PLANNED AND ACTUAL DSM EXPENDITURES 2345 The October 7, 2015 NSUARB Order directed NS Power to file its proposed accounting treatment and cost recovery for the 2015 DSM programs and the 2016-2018 programs. 42 To aid in such cost recovery...

AI summary The NSUARB Order from October 7, 2015 directed NS Power to file its proposed accounting treatment and cost recovery for DSM programs from 2015 and 2016-2018. EfficiencyOne will report on planned and actual DSM expenditures by rate class, with data presented in multiple tables.

Table 18: 2015 Planned and Actual DSM Expenditures by Rate Class Rate Code Planned 2015 Expenditures ($ million) Actual 2015 Expenditures ($ million) Residential/Charitable (2,3,4) 21.0 16.6 Small General (10) 2.4 1.1 General Demand (11) 1...

AI summary Table 18 presents a comparison of planned and actual 2015 Demand Side Management (DSM) expenditures by rate class in Nova Scotia. The table shows that actual expenditures were lower than planned for most rate classes, with the exception of some industrial and municipal categories.

& lt;sup>43 2018 expenditures are unaudited. Rate Code Planned 2016 Expenditures ($ million) Actual 2016 Expenditures ($ million) Residential/Charitable (2,3,4) 16.6 16.8 Small General (10) 1.3 1.0 General Demand (11) 8.7 8.2 Large General...

AI summary The text provides a comparison of planned and actual expenditures for various rate classes in 2016, 2017, and 2018, with a focus on Demand Side Management (DSM) programs. The data shows variations between planned and actual spending, and notes that 2018 expenditures are unaudited.

\ & quot;Planned 2018 Expenditures" refers to the planned annual mid-course adjusted amount. 2019 Investment ($ million) Incremental Annual Net Energy Savings at the Generator (GWh) Lifetime Net Energy Savings at the Generator (GWh) a Incr...

AI summary The table outlines planned expenditures and energy savings for various residential and business demand-side management (DSM) programs in 2019. It includes details on investment amounts, incremental and lifetime energy savings, and unit costs for each program category.

7 CONCLUSION 2 5 7 9 1 EfficiencyOne is pleased to submit this Annual Progress Report on its 2018 DSM performance, as well as its 2016-2018 DSM Plan performance. As of this writing, EfficiencyOne expects to meet its 2019 planned savings, w...

AI summary EfficiencyOne submits its Annual Progress Report on DSM performance for 2018 and the 2016-2018 DSM Plan. They expect to meet 2019 savings targets and continue DSM programs, updating NSUARB and stakeholders.

Table 1 Update on Implementation of 2013-2016 Evaluation Recommendations Year Evaluation/ Verification Recommendation Text Source Status Comments Expected Period of Completion 2013 Evaluation Continue to work on including as much informati...

AI summary In 2013, a recommendation was made to improve the inclusion of information in the DSMDS using a standardized database format. E1 has been working on implementing this recommendation, including addressing vendor delays and improving tracking and reporting processes. The expected completion period was 2020.

Attachment 1, Page 15 of 30 Recommendation Text Source Status Comments Expected Period of Completion Continue to monitor the market evolution of LED lamps and adapt the BER offer when needed. The 2017 evaluation served to confirm solid mar...

AI summary The 2017 evaluation confirmed the market evolution of LED lamps, with decreasing barriers and increased adoption. The Evaluator recommends continuing to monitor the LED market and removing certain product categories from rebates as market transformation progresses. E1 implemented this recommendation by removing several LED products from BER rebates as of 2019.

2018 DSM EVALUATION REPORTS

AI summary The 2018 DSM Evaluation Reports assess the effectiveness of demand-side management programs, focusing on energy efficiency, cost recovery, and regulatory compliance, providing insights for future program improvements.

EFFICIENCY NOVA SCOTIA Final Report March 27, 2019

AI summary Final report from Efficiency Nova Scotia dated March 27, 2019. The document contains only the title, date, and placeholder images, with no substantive content or analysis provided in the text.

2018 DSM PROGRAMS EVALUATION EXECUTIVE SUMMARY EFFICIENCY NOVA SCOTIA Final Report March 18, 2019

AI summary The 2018 Demand Side Management (DSM) Programs Evaluation Executive Summary by Efficiency Nova Scotia provides an overview of program performance and outcomes. The report assesses the effectiveness of energy efficiency initiatives in Nova Scotia, focusing on key metrics and stakeholder feedback.

ABBREVIATIONS BNI Business, non-profit and institutional CRA Corporate Research Associates DA Delivery agent DIY Do-it-yourself DSM Demand-side management DHW Domestic hot water ENS Efficiency Nova Scotia EUL Effective useful life GHG Gree...

AI summary The document provides a list of abbreviations and their full forms relevant to the regulatory proceeding, including terms like DSM (Demand-side management), NSP (Nova Scotia Power), and ENS (Efficiency Nova Scotia).

INTRODUCTION Efficiency Nova Scotia (ENS) is operated by EfficiencyOne, an independent, non-profit organization. ENS is responsible for helping Nova Scotians improve the energy efficiency of their homes and workplaces by designing, marketi...

AI summary Efficiency Nova Scotia (ENS), operated by EfficiencyOne, delivers energy efficiency programs funded by Nova Scotia Power (NSP) and the Province. An evaluation by Econoler and partners found ENS's 2018 DSM programs achieved 151.393 GWh in net energy savings and 25.542 MW in peak demand savings, reducing GHG emissions by 92,659 tonnes annually. Codes and Standards also contributed savings, though not attributed to ENS.

1 EVALUATION OBJECTIVES AND SCOPE The objectives of the 2018 evaluation of ENS DSM program components were to: - › Assess the effectiveness of program component design and delivery - › Determine the extent to which program component implem...

AI summary The 2018 evaluation of ENS DSM program components aimed to assess the effectiveness of program design and delivery, determine implementation progress, calculate energy and peak demand savings, and analyze market evolution of LED lamps and mini-split heat pumps. Table 1 outlines evaluated programs, their components, and evaluation types.

Table 1: Types of Evaluations Conducted for Each Program Component B D 2017 2018 Program Program Component Process Market Impact Process Market Impact Residential Residential Efficient Appliance Retirement R С С Product Rebates Program Ins...

AI summary Table 1 outlines the types of evaluations conducted for various program components in residential and business energy efficiency initiatives. It includes details on process, market, and impact evaluations for different programs such as appliance retirement, product rebates, and energy management systems.

Table 2: 2018 Interviews Completed 2018 Interviews Completed Program Component or Service Program Manager Distributors/ Contractors Participants Retailers Energy Advisors/ Service Providers Associations Appliance Retirement 1 - - - - - Ins...

AI summary Table 2 summarizes the number of interviews completed in 2018 across various program components and services, including appliance retirement, instant savings, home energy assessments, and others. The table lists the number of interviews conducted with different stakeholders such as program managers, distributors, participants, and associations.

2.3 On-site Visits For the 2018 evaluation, the Evaluator visited a total of 211 participant sites in the summer and fall of 2018. For all BNI program components, the objective of the on-site visits was to collect data to establish or vali...

AI summary In 2018, an evaluator conducted on-site visits to 211 participant sites to collect data for validating parameters in savings calculations for BNI program components. These visits were used to review project files, assess the completeness of simulation files, validate equipment functionality, and ensure proper metering processes at recycling facilities.

Table 5: 2018 Evaluated Results and Tracked Energy Savings at the Generator Sa ( ) 2 0 1 8 En in G W h er g g s y v Ev lu d te a a E N S S D M Pr og ra m S Co D M Pr t og ra m m p on en An l nu a In i ia l G t ro ss Sa in v g s An l nu a j...

AI summary Table 5 presents the 2018 evaluated results and tracked energy savings at the generator, showing data related to demand-side management programs and their impact on energy savings, including gross savings, net-to-gross ratio, and tracked energy savings.

Table 6: 2018 Evaluated Results and Tracked Peak Demand Savings at the Generator 2 0 1 8 Pe k De d Sa in ( M W ) a m an v g s Ev lu d te a a E N S D S M Pr og ra m D S M Pr Co t og ra m m p on en An l In i ia l t nu a G Sa in ro ss v g s A...

AI summary Table 6 presents the 2018 evaluated results and tracked peak demand savings at the generator for various demand-side management programs. It includes data on initial savings, adjusted savings, net-to-gross ratio, and tracked net actual savings for different initiatives such as appliance retirement and home energy assessments.

Custom Incentives In 2018, Custom Incentives achieved 14.674 GWh in net energy savings and 1.440 MW in net peak demand savings at the generator through its three components, namely Custom, Energy Management Information Systems, and Strateg...

AI summary In 2018, Custom Incentives achieved significant energy and demand savings through its three components: Custom, Energy Management Information Systems, and Strategic Energy Management, contributing 14.674 GWh in net energy savings and 1.440 MW in net peak demand savings.

Direct Installation Direct Installation comprises one program component, Small Business Energy Solutions. In 2018, Small Business Energy Solutions achieved 9.589 GWh in net energy savings and 1.441 MW in net peak demand savings at the gene...

AI summary The Direct Installation program includes Small Business Energy Solutions, which achieved significant energy and peak demand savings in 2018. This highlights the program's effectiveness in reducing energy consumption for small businesses.

3.3 Lifetime Energy Savings The Evaluator reviewed the effective useful life values for measures offered by ENS and their associated lifetime energy savings. The Evaluator found that the DSM portfolio generated 1,778.605 GWh in lifetime en...

AI summary The Evaluator analyzed the effective useful life (EUL) of energy efficiency measures in ENS's DSM portfolio, finding that the portfolio generated 1,778.605 GWh in lifetime energy savings. Building envelope measures, such as insulation, had longer EULs and contributed more to lifetime savings, while lighting measures had shorter EULs and contributed less.

Table 8: 2018 Evaluated Net Lifetime Energy Savings at the Generator DSM Program Program Component Annual Net Energy Savings (GWh) Lifetime Net Energy Savings (GWh) Weighted Average EUL (years) Residential Residential Efficient Appliance R...

AI summary Table 8 presents the 2018 evaluated net lifetime energy savings at the generator for various DSM programs, including Residential Efficient Appliance Retirement, Products Rebates, and BNI programs. The data includes annual and lifetime energy savings in GWh and weighted average EUL in years.

3.4 Greenhouse Gas Emission Reductions The Evaluator established the reduced GHG emissions due to the DSM portfolio at 92,659 tonnes of CO2 eq in terms of annual avoided GHG emissions. Table 9 presents the GHG emission reductions of each p...

AI summary The Evaluator calculated that the DSM portfolio led to a reduction of 92,659 tonnes of CO2 eq in annual avoided GHG emissions. Table 9 breaks down the GHG emission reductions by program component in 2018.

Table 9: 2018 Evaluated Avoided GHG Emissions DSM Program Program Component Avoided GHG Emissions (CO2 eq Tonnes) Residential Residential Efficient Products Appliance Retirement 1,628 Rebates Instant Savings 13,434 Home Energy Assessment 3...

AI summary Table 9 presents the 2018 evaluated avoided greenhouse gas emissions from various demand-side management (DSM) programs in Nova Scotia. The table includes contributions from residential, BNI, and codes & standards programs, with a total of 107,244 CO2 equivalent tonnes of avoided emissions.

4 DSM PORTFOLIO PERFORMANCE This section presents an analysis of how evaluated savings compare to ENS planned savings at both the portfolio and program component levels. Satisfaction results, annual savings performance, savings performance...

AI summary This section evaluates the performance of the demand-side management (DSM) portfolio, comparing actual savings to planned savings by ENS. It outlines satisfaction results, annual savings performance, and the contribution of individual program components to overall portfolio savings, particularly for the 2016-2018 DSM Plan.

Table 10: 2018 Satisfaction Results DSM Program Program Component Participant Satisfaction Partner Satisfaction Residential Residential Efficient Appliance Retirement 9.6 - Products Rebates Instant Savings - 8.6 Green Heat 9.0 - Existing R...

AI summary Table 10 presents 2018 satisfaction results for various DSM program components, with average ratings above 8.0 on a 10-point scale. Most components saw improved ratings, except Strategic Energy Management and Energy Management Information Systems, which had low participant numbers.

Partner satisfaction with both Instant Savings and Business Energy Rebates Instant Rebates increased in 2018. Satisfaction with Instant Savings, after decreasing in 2017 due to the addition of a product price floor that caused frustration...

AI summary Partner satisfaction with Instant Savings and Business Energy Rebates increased in 2018, though Business Energy Rebates faced challenges related to administration and eligibility. Evaluations highlighted process inefficiencies and difficulties in explaining services to customers, with some dissatisfaction noted in the Custom New Construction service.

Table 11: 2018 Planned Savings and Evaluated Results DSM Program Program Component Mid-course Planned Savings Evaluated Results Variance GWh MW GWh MW GWh (%) MW (%) Residential Residential Appliance Retirement 3.1 0.4 2.657 0.378 -13% -5%...

AI summary The ENS portfolio of DSM program components achieved 151.393 GWh in total net energy savings in 2018, 9% higher than planned. However, the total portfolio net peak demand savings of 25.542 MW fell short of the planned demand savings by 1%.

4.3 Savings Performance for the 2016-2018 DSM Plan The ENS portfolio of DSM program components met the three-year net energy and peak demand targets established in the 2016-2018 DSM plan by achieving 419.005 GWh in net energy savings and 7...

AI summary The ENS portfolio of DSM program components achieved the 2016-2018 DSM plan targets, meeting both net energy and peak demand savings goals. The results include 419.005 GWh in net energy savings and 75.190 MW in net peak demand savings at the generator.

Table 12: 2016-2018 DSM Net Savings Targets and Evaluated Results DSM Program As Approved Target Savings Evaluated Results Variance GWh MW MW GWh (%) MW (%) Residential Residential Efficient Products Rebates 37.6 3.3 84.540 13.085 125% 295...

AI summary Residential demand-side management (DSM) programs in Nova Scotia achieved 174.788 GWh in net energy savings between 2016 and 2018. The Residential Efficient Products Rebates program exceeded its target by 125%, while the Existing Residential program missed its target by 38%. The New Residential program slightly exceeded its target by 1%.

4.4 Historical Portfolio Analysis This section presents year-over-year program performance and the contribution of individual program components to portfolio savings, as presented in Table 13 and Table 14provide a historical overview of co...

AI summary This section provides a historical overview of demand-side management (DSM) program performance and changes in portfolio composition from 2014 to 2018, as presented in Table 13 and Table 14.

Table 13: Evaluated Net Energy Savings at the Generator, 2014-2018 DCM Drawers DOM Drowner Company Eı nergy (GW h) Energy (% of Total Portfolio) DSM Program DSM Program Component 2014 2015 2016 2017 2018 2014 2015 2016 2017 2018 Residentia...

AI summary Table 13 presents evaluated net energy savings at the generator from 2014 to 2018, detailing energy savings and percentages of the total portfolio for various DSM programs, including appliance retirement, product rebates, home energy assessments, and business energy rebates. The data highlights the contribution of residential and BNI programs to overall energy savings.

Table 14: Evaluated Net Peak Demand Savings at the Generator, 2014-2018 DOM Due succes DCM Program Commonant Peak Demand (MW) Peak Demand (% of Total Portfolio) DSM Program DSM Program Component 2014 2015 2016 2017 2018 2014 2015 2016 2017...

AI summary Table 14 presents evaluated net peak demand savings at the generator from 2014 to 2018, showing data for residential, BNI, and portfolio totals. The table breaks down savings by program and year, highlighting the impact of various energy efficiency initiatives on peak demand.

5 MARKET EVOLUTION Since the 2017 evaluation, market indicators were analyzed and monitored for three distinct measures in three distinct program components to identify when various program component offerings should be adapted or removed....

AI summary Since 2017, market indicators for three program components—Instant Savings, Business Energy Rebates, and Green Heat—have been analyzed to assess market evolution and determine when program offerings should be adapted or removed based on trends in free-ridership, market share, and prices.

Table 17: Recommendations on Business, Non-profit and Institutional Program Components No. Recommendation BER-R3. Investigate ways to liaise more clients with non-lighting contractors. Contractors are key players in achieving the goal of i...

AI summary The recommendation suggests investigating ways to connect more clients with non-lighting contractors to promote non-lighting energy efficiency projects, as fewer participants have go-to non-lighting contractors compared to lighting contractors.

Program Components Bibliographic References Strategic Energy Management CADMUS. Perspectives on SEM Evaluation Northeast SEM Collaborative Workshop, November 8, 2017. CONSORTIUM FOR ENERGY EFFICIENCY. 2017 Strategic Energy Management Progr...

AI summary The document lists bibliographic references for the Strategic Energy Management (SEM) program, including reports and analyses from organizations such as EMERA INC. and Nova Scotia Power, along with a workshop summary from the Consortium for Energy Efficiency.

Executive Summary – Appendix Report Efficient Product R ebates - LED Bulbs, Owners Free-ridership algorithm Low Free-ridership Participant High Free-ridership Participant Average Free-ridership Participant Questions Calculation Algorithm A...

AI summary The document presents a table analyzing free-ridership in an efficient product rebate program for LED bulbs and low flow showerheads. It includes questions and calculations to determine the likelihood of participants having purchased these items independently of the program.

Custom Retrofit Free-ridership algorithm Low Free-ridership Participant High Free-ridership Participant Average Free-ridership Participant Questions Calculation Algorithm Answer Calc. Result Answer Calc. Result Answer Calc. Result likeliho...

AI summary The text presents a table related to the Custom Retrofit program, focusing on free-ridership algorithm calculations. It includes questions and corresponding calculation algorithms to assess the likelihood of participants implementing energy efficiency measures without financial incentives, along with scores derived from their responses.

Evaluation of 2018 DSM Programs Efficiency Nova Scotia Executive Summary – Appendix Report Overall free-ridership level (%) for the program component $$FR_{category} = \frac{\sum_{i=1}^{n} (FR_i \times Gross_Savings_i)}{\sum_{i=1}^{n} Gros...

AI summary The document presents a formula to calculate the overall free-ridership level for the 2018 DSM programs in Efficiency Nova Scotia. It defines free-ridership as the percentage of energy savings that are not captured due to participant behavior, calculated across three categories: Audit, DIY-Lighting, and DIY-HVAC.

RESIDENTIAL EFFICIENT PRODUCT REBATES PROGRAM 2018 DSM EVALUATION EFFICIENCY NOVA SCOTIA Final Report March 15, 2019

AI summary This document is the final report from Efficiency Nova Scotia evaluating the 2018 Residential Efficient Product Rebates Program, part of the Demand Side Management (DSM) initiative. It provides an analysis of the program's performance and outcomes.

2018 DSM Evaluation Report Evaluated savings Gross and net energy or peak demand savings calculated by the Evaluator using the parameters (unitary savings values, installation rates, interactive effects, net-to-gross ratio, etc.) validated...

AI summary The 2018 DSM Evaluation Report defines key terms related to demand-side management (DSM) programs, including evaluated savings, free-ridership, gross savings, and installation rates. It outlines how energy efficiency measures impact energy consumption, participant behavior, and market dynamics.

EXECUTIVE SUMMARY This report presents the results of the 2018 demand-side management (DSM) evaluation of the Residential Efficient Product Rebates program comprised of two components: (1) Appliance Retirement (ARet); and (2) Instant Savin...

AI summary This report evaluates the 2018 demand-side management (DSM) program, specifically the Residential Efficient Product Rebates program, which includes Appliance Retirement and Instant Savings. It provides participant numbers and savings data for each component and the overall program.

Residential Efficient Product Rebates Program Efficiency Nova Scotia 2018 DSM Evaluation Report In addition, the replacement of inefficient dehumidifiers, refrigerators and freezers paid by DSM funds through HomeWarming are claimed under A...

AI summary The 2018 DSM Evaluation Report discusses the Residential Efficient Product Rebates Program, including the replacement of inefficient appliances in schools through ARet and the evaluation methods used, such as documentation reviews, interviews, and participant surveys.

Residential Efficient Product Rebates Program Efficiency Nova Scotia 2018 DSM Evaluation Report Similar to previous years, the participant intercept survey indicated that ENS marketing was the most common way for participants to find out a...

AI summary The 2018 DSM Evaluation Report highlights that ENS marketing, particularly in-store promotions, was the primary way participants learned about the Instant Savings program. Retailers noted that Instant Savings had a moderate influence on consumer choices for LED lighting fixtures, with energy consumption being the most important factor in purchase decisions.

Instant Savings Energy Savings Using a combination of program data, engineering algorithms, and values from the technical literature, the Evaluator validated the unitary savings values used by ENS for each product category rebated through...

AI summary The Evaluator updated unitary savings values for Instant Savings program products, particularly ENERGY STAR certified LED lamps, and measured the Net Total Gross Savings (NTGR) for these products. The evaluation found higher free-ridership and spillover rates than in 2017, indicating that more participants would have purchased LED lamps without the program discount. Future evaluations will need to assess free-ridership for other product categories.

1.1 Description Through ARet, ENS promotes the retirement of old, inefficient household appliances such as refrigerators, freezers, room air conditioners, and small refrigerators or freezers. ARet educates Nova Scotians about the cost of m...

AI summary ARet is a program by Energy Efficiency Nova Scotia (ENS) that promotes the retirement of old, inefficient household appliances. It offers financial incentives and free pick-up services, managed by a delivery agent. The program also includes appliance recycling and collaborates with other initiatives like HomeWarming and DSM funds. In 2018, it aimed for 3.1 GWh in electricity savings and 0.4 MW in peak demand savings.

Participant Survey In October 2018, CRA conducted a telephone survey with a total of 200 participants. The average length of the survey was nine minutes. All five types of appliances covered by ARet (refrigerators, freezers, air conditione...

AI summary In October 2018, CRA conducted a telephone survey with 200 participants to gather feedback on the Appliance Retirement (ARet) program. The survey covered appliance usage, replacement, satisfaction, and demographics. The margin of error was 5.7% at a 90% confidence level. The report also notes that the 2018 metering results were not used for this evaluation.

4.9 Peak Demand Savings Peak demand savings correspond to the demand savings that coincide in time with the peak demand of the electricity system. The projected electricity-demand peak period in Nova Scotia is between 5 p.m. and 7 p.m. in...

AI summary Peak demand savings are calculated based on the timing of demand savings relative to the peak electricity demand period in Nova Scotia, which occurs between 5 p.m. and 7 p.m. during December to February on non-holiday weekdays. The Evaluator validated the method used by Navigant to calculate on-peak demand-to-energy ratios for appliance retirement (ARET) and assumed a zero ratio for air conditioners due to their unlikely operation during peak times.

Table 21 presents the on-peak demand-to-energy ratios established for each appliance type. Type of Appliance Retired Peak-demand-to energy Ratio Source Refrigerator 0.138 RES-Appliance-Fridge, Navigant 2016-2018 DSM Plan Freezer 0.138 RES-...

AI summary Table 21 provides on-peak demand-to-energy ratios for various retired appliances, including refrigerators, freezers, air conditioners, and dehumidifiers, with sources cited for each ratio.

Table 23: Revised Gross Energy and Peak Demand Savings by Appliance Type Ap l ia Re ire t t p nc e m en Ho En to -d d Ra t io er g y- em an 0. 1 3 8 0. 1 3 8 0. 0 0 0 0. 1 3 8 0. 1 3 8 0. 1 3 8 0. 1 3 8 0. 3 3 5 - G Pe k De d Sa in ro ss a...

AI summary Table 23 presents revised gross energy and peak demand savings by appliance type, including data on energy efficiency ratios, peak demand savings, and line loss factors. The table includes various metrics such as energy savings, demand savings, and line loss factors for different appliance categories.

4.14 NTGR Calculation Given the methodology used to obtain net savings, the NTGR could not be calculated as a sum of the percentages of all the effects values. As required by the UMP calculation methodology, the savings associated with eac...

AI summary The document explains the methodology for calculating the equivalent NTGR (Net Total Gross Savings) by using a weighted average of savings from scenarios with and without appliance retirement. It also presents a table with appliance-specific data and notes that HomeWarming replacements assume a NTGR of 1 due to their direct replacement nature.

Residential Efficient Product Rebates Program Efficiency Nova Scotia 2018 DSM Evaluation Report Net Energy Savings = Gross Energy Savings × NTGRequiv Overall, the total net energy and net peak demand savings for ARet amounted to 2.657 GWh...

AI summary The 2018 DSM Evaluation Report discusses the Residential Efficient Product Rebates Program and Appliance Retirement (ARET) results, showing net energy savings of 2.657 GWh and 0.378 MW, leading to 1,628 tonnes of avoided CO2 eq annually. The report uses Nova Scotia Power's 2017 emissions data to calculate GHG savings.

Table 25: Evaluated Net Energy and Peak Demand Savings by Appliance Type Appliance Retirement н Refrigerators Freezers Room Air Conditioners Small Refrigerators Small Freezers Refrigerators Freezers Dehumidifiers Total Energy Savings Revis...

AI summary Table 25 presents evaluated net energy and peak demand savings by appliance type, including energy savings at the meter and generator, line loss factors, and net lifetime energy savings. The table highlights energy savings from appliance retirement programs, such as refrigerators, freezers, and dehumidifiers.

5 ARET RECOMMENDATIONS Despite operating in the market for several years, ARet continues to achieve considerable levels of participation and savings by encouraging the retirement of inefficient appliances. In addition to the general recomm...

AI summary The Evaluator recommends continuing metering activities and improving the heat gun usage protocol for the ARet program to ensure accurate data collection and proper identification of non-working appliances.

6.2 Follow-up on 2017 Evaluation Report Recommendations Instant Savings was evaluated in 2017 and improvement recommendations were made by the Evaluator. Table 28 below provides a brief summary of the implementation status of each recommen...

AI summary This section discusses the follow-up on recommendations from the 2017 Evaluation Report regarding the Instant Savings program. It references the 2018 DSM Evaluation Report and provides a summary of the implementation status of the recommendations.

7 INSTANT SAVINGS EVALUATION OBJECTIVES AND METHODOLOGY The main objectives of the Instant Savings evaluation are as follows: - › Reporting on participant and partner perspectives - › Calculating program results, namely electrical first-ye...

AI summary The Instant Savings evaluation aims to report on participant and partner perspectives, calculate program results such as energy savings and GHG emissions, and analyze the market evolution of LED lamps. The methodology involved reviewing documentation, meeting with the program manager, and preparing data-collection instruments.

Residential Efficient Product Rebates Program Efficiency Nova Scotia 2018 DSM Evaluation Report For evaluation activities that yield quantitative results based on a sample, the Evaluator aimed to achieve a maximum margin of error of 10 per...

AI summary The 2018 DSM Evaluation Report discusses the methodology used to calculate margins of error for survey samples and free-ridership rates in the Residential Efficient Product Rebates Program. The Evaluator aimed for a maximum margin of error of 10 percent at a 90 percent confidence level, with examples provided in Appendix II.

Relationship with the DA Retailers are very pleased with their overall relationship with the DA. The satisfaction score across retailers averages 8.6. \ Different wording in 2016: Discount amounts \ \ Different wording in 2016: Discount pr...

AI summary Retailers expressed overall satisfaction with their relationship with the DA, with an average score of 8.6. However, satisfaction with the timeliness of program component information was lower, averaging 6.9. Some retailers felt the notice period for product inventory and flyer advertisement was too short, and delays in the approval process also caused dissatisfaction.

8.2 Participant Perspectives An intercept participant survey was conducted as part of the Instant Savings evaluation. A total of 194 interviews were completed with LED purchasers during the 2018 fall campaign. In contrast to previous campa...

AI summary An intercept survey of 194 LED purchasers during the 2018 fall campaign found that 63% were aware of the Instant Savings program, with in-store promotions being the main awareness source. Most respondents already had LED lamps at home, and the average number of lamps purchased increased compared to the previous year. Rebate awareness was high, with in-store signage being the primary way purchasers learned about the program.

9.1.2 Peak Demand Savings Peak demand savings correspond to the demand savings that coincide in time with the peak demand of the electricity system. The projected electricity peak demand period in Nova Scotia is between 5 p.m. and 7 p.m. f...

AI summary The document discusses methods for calculating peak demand savings for various energy efficiency products in Nova Scotia. It references the Navigant ratios from the 2016-2018 DSM Plan, with exceptions for certain products like lighting, outdoor motion sensors, clotheslines, and room air purifiers, each with specific assumptions and ratios applied.

Table 34: Peak Demand-to-energy Ratios by Product Category Product Category Peak Demand to-energy Ratio Source Lighting Products (ENERGY STAR Certified LED Lamps, ENERGY STAR Certified LED Recessed Downlight Fixtures, ENERGY STAR Certified...

AI summary Table 34 presents peak demand-to-energy ratios for various product categories, including lighting products, motion sensors, power bars, thermostats, and appliances. The data is sourced from studies and evaluations, with some values calculated directly by the evaluator. The ratios range from negative to positive values, indicating varying impacts on demand and energy use.

Table 35: Interactive Effects Calculations for Lighting Products Installed Indoors Parameter % of Homes25,26 Energy Interactive Effects Factor27 Peak Demand Interactive Effects Factor Electrical Heating with Air Conditioning 33% x 32% = 11...

AI summary Table 35 presents interactive effects calculations for indoor lighting products, considering different home heating and air conditioning configurations. It shows energy and peak demand interactive effects factors for various scenarios, such as homes with and without electrical heating and air conditioning.

Table 36: Interactive Effects Factors for LED Lamps, Fixtures and Other Indoor Devices Category of Product Indoor % Outdoor % Energy Interactive Effects Factor Peak Demand Interactive Effects Factor ENERGY STAR Certified LED Lamps 92% 8% 9...

AI summary Table 36 presents interactive effects factors for LED lamps, fixtures, and other indoor devices, showing the impact on energy and peak demand based on indoor and outdoor usage percentages. These factors are integrated into peak demand-to-energy ratios for lighting products in Table 37.

Table 37: Adjusted Peak Demand-to-energy Ratios by Lighting Product Category Product Category Peak Demand to-energy Ratio Interactive Effects Factor for Energy Savings Interactive Effects Factor for Peak Demand Savings Adjusted Peak Demand...

AI summary Table 37 presents adjusted peak demand-to-energy ratios for various lighting product categories, including ENERGY STAR certified LED lamps, fixtures, and dimmer switches. The table shows the impact of interactive effects on energy and peak demand savings, with adjusted ratios reflecting these changes.

The Evaluator calculated the annual gross savings based on the revised unitary savings values established for each product sold in 2018. The results are presented in Table 39 further below. Table 39 also presents the gross savings at the g...

AI summary The Evaluator calculated annual gross savings based on revised unitary savings values for products sold in 2018. Table 39 presents these results, including gross energy savings at the generator, estimated using a line loss factor of 1.100 provided by NSP. The gross energy savings at the generator were 24.262 GWh, translating into 208.193 GWh in lifetime savings with a weighted average EUL of 8.6 years.

Table 39: Revised Gross Energy and Peak Demand Savings by Product Category for Instant Savings LED A- LED Non-A-t ype Lamp LED LED ENER Fixt Dimmer Indoor Motion Sensor with Outdoor Power Bar Product Category type Lamp R, BR and Decorative...

AI summary Table 39 presents revised gross energy and peak demand savings by product category for the Instant Savings program, detailing the number of units installed, energy savings, interactive effects, and lifetime energy savings across various lighting and control products.

Revised Gross Energy and Peak Demand Savings by Product Category for Instant Savings (Continued) Product Category Smart Power Bar Heavy-duty Outdoor Timer Programmable Thermostat Clothesline Efficient Refrigerator Efficient Clothes Washer...

AI summary The table provides revised gross energy and peak demand savings by product category for the Instant Savings program, including data on number of units, energy savings, and peak demand savings across various product categories such as smart power bars, programmable thermostats, and efficient refrigerators.

9.2.1 Free-ridership In the case of Instant Savings, the Evaluator assessed the free-ridership level by determining which LED lamps would still have been bought by participants in the absence of the program component. The free-ridership le...

AI summary The free-ridership level for LED lamps sold through Instant Savings in 2018 was 39%, higher than 32% in 2017. The assessment used a self-reporting approach and an algorithm that considers variables like awareness of discounts and purchase intent. Free-ridership for other products rebated through Instant Savings was considered nil, though future assessments may need to include these products.

Residential Efficient Product Rebates Program Efficiency Nova Scotia 2018 DSM Evaluation Report The retailer interviews were used to estimate the level of spillover by measuring the market effects attributable to the program component for...

AI summary The 2018 DSM Evaluation Report discusses the spillover effect of the Residential Efficient Product Rebates Program, particularly the Instant Savings campaign. It found that 81% of LED lamp sales occurred without receiving a rebate, leading to a 25% spillover level, an increase from 16% in 2017. This is attributed to reduced market barriers and broader availability of LED lamps.

Table 40: Evaluated Net Energy and Peak Demand Savings by Product Category for Instant Savings LED A- LED Non-A-t ype Lamp LED LED ENER Dimmer Indoor Motion Sensor Outdoor Power Product Category type Lamp R, BR and Decorative Other Recesse...

AI summary Table 40 presents evaluated net energy and peak demand savings by product category for the Instant Savings program. It includes metrics such as energy savings, net-to-gross ratio (NTGR), line loss factor, and net lifetime energy savings for various lighting and control products.

Evaluated Net Energy and Peak Demand Savings by Product Category for Instant Savings (Continued) Product Category Smart Power Bar Heavy-duty Outdoor Timer Programmable Thermostat Clothesline Efficient Refrigerator Efficient Clothes Washer...

AI summary The table presents evaluated net energy and peak demand savings by product category for the Instant Savings program, including energy savings at the meter and generator, net lifetime energy savings, and peak demand savings. The data includes various product categories and their corresponding savings metrics.

Table 41 compares the energy and peak demand savings established by this evaluation with the savings calculated in the 2018 tracking sheet.

AI summary Table 41 compares energy and peak demand savings from the current evaluation with those from the 2018 tracking sheet, highlighting changes and differences in the savings calculations.

Table 41: Comparison of Instant Savings Tracked and Evaluated Savings at the Generator Initial Gross Savings Revised Gross Savings NTGR Net Savings Energy Savings ENS Tracked Savings 23.653 GWh 23.653 GWh 0.84 19.967 GWh Evaluation Results...

AI summary Table 41 compares instant savings tracked by ENS and evaluated savings at the generator, showing differences in energy and peak demand savings. The table includes initial and revised gross savings, NTGR, and net savings for both energy and peak demand categories.

10 INSTANT SAVINGS MARKET EVOLUTION ENS has been active in the LED lamp market since 2011 through Instant Savings. The 2016 evaluation revealed indicators that market barriers to LED lamps had been reduced, especially for A-type LED lamps....

AI summary ENS has been promoting LED lamps in Nova Scotia through Instant Savings since 2011. Market barriers were reduced by 2016, and a 2017 evaluation provided insights into market adoption. This section updates that data to reflect ongoing market transformation.

Table 42: ENS Rebated LED Lamp Replacement Intention Replacement Intention 2015 2016 2017 2018 Early Replacement 81% 77% 70% 59% Replace on Burn-out 19% 23% 30% 41% 10.1.4 LED Prices

AI summary Table 42 presents data on the intention of customers to replace rebated LED lamps, showing a decline in early replacement and an increase in replacement on burn-out from 2015 to 2018. Section 10.1.4 discusses LED prices.

11 INSTANT SAVINGS RECOMMENDATIONS The evaluation revealed that Instant Savings again succeeded to achieve high levels of participation and savings in 2018. Some indicators such as low LED prices and a slight decrease in A-type LED lamp sa...

AI summary The evaluation of Instant Savings in 2018 showed high participation and savings. A-type LED lamps have matured, leading to the removal of rebates in 2019. The Evaluator recommends a socket study to assess remaining lighting savings potential and continued monitoring of LED market indicators to stay informed about market changes.

Residential Efficient Product Rebates Program Efficiency Nova Scotia 2018 DSM Evaluation Report In 2018, 669,550 products were sold through Instant Savings. This represents fewer sales than in 2017, but the overall savings achieved by Inst...

AI summary The 2018 DSM Evaluation Report highlights that 669,550 products were sold through Instant Savings, with LED A-type lamps being the most popular. Despite lower sales compared to 2017, higher average savings were achieved. The market for LED lamps is nearing maturity, leading to the decision to remove rebates on A-type lamps starting in 2019. Retailers expressed high satisfaction with the program.

RESIDENTIAL EFFICIENT PRODUCT REBATES PROGRAM 2018 DSM EVALUATION EFFICIENCY NOVA SCOTIA Appendix Report March 15, 2019 Residential Efficient Product Rebates Program 2018 DSM Evaluation – Appendix Report

AI summary This document is an appendix report from the 2018 Demand Side Management (DSM) Evaluation conducted by Efficiency Nova Scotia, providing details on the Residential Efficient Product Rebates Program. It includes supporting information and visual data related to the program's performance and outcomes.

Appliance Section APPLIANCE QUOTA FULL-SIZED FRIDGE (RF) n=75 FULL-SIZED FREEZER (FZ) n=75 SMALL FRIDGE (SMF) OR FREEZER (SMZ) n=201 AIR CONDITIONER (AC) n=302 TOTAL n=200 [PROGRAMMER: EACH RESPONDENT WILL BE ASKED ABOUT ONLY ONE APPLIANCE...

AI summary The Appliance Section outlines quotas for different appliance types, with specific numbers assigned to each category. Respondents will be asked about only one appliance type, with priority given to air conditioners, small fridges, or small freezers.

[ASK QUESTION U5 FOR AIR CONDITIONERS (AC) ONLY] - U5. [ASK IF U4 =1-11] You told me that you used to turn on your air conditioner for [INSERT U4] months. On what basis did you decide to turn on your air conditioner? [DO NOT READ - ALLOW M...

AI summary The text presents a survey question asking respondents about the basis for turning on their air conditioner, with options including temperature, nighttime, weekends, and other unspecified reasons. The question is part of a larger data collection effort focused on air conditioner usage patterns.

Replacement Section (RE Series) - RE1. Did you replace the [full-sized fridge/full-sized stand-alone freezer/small fridge/small stand-alone freezer/air conditioner] that you removed through the program in 2018? - 1. Yes - 2. No [GO TO SPIL...

AI summary This section of the regulatory proceeding document contains a series of questions related to the replacement of appliances such as fridges, freezers, and air conditioners. It inquires whether the replacement appliance was new or used, how it was obtained, and whether it was an ENERGY STAR® or high-efficiency model.

2018 DSM Evaluation – Appendix Report D3. Do you own or rent this home? 1. Own/buying 2. Rent/lease 3. Other (Describe) D4. Do you pay the electric bills for your home? 1. Yes 2. No (Don't Know) 98. 99. (Refused) D6. Including yourself, ho...

AI summary The text includes a series of survey questions related to household demographics, including ownership status, electricity bill payment, household size, age, education level, and income. It is part of an evaluation of demand-side management (DSM) programs in 2018.

U5. You told me that you used to turn on your air conditioner for [INSERT U4] months. On what basis did you decide to turn on your air conditioner? Decision to Turn on Air Conditioner 2018 Sample Size 10 According to the temperature/When i...

AI summary The text discusses a respondent's decision to turn on their air conditioner and their prior plans to dispose of an appliance before learning about Efficiency Nova Scotia's Appliance Retirement program. It includes survey data on the basis for turning on air conditioners and appliance disposal intentions.

D4. Do you pay the electric bills for your home? You Pay Electricity Bills 2015 2016 2018 Sample Size 200 198 200 Yes 98% 94% 97% No 2% 3% 3% Don't know/Refused 1% 3% 1% Responses sum to more than 100% due to rounding D6. Including yoursel...

AI summary The text presents survey data on electricity bill payment, household size, and respondent age across three years (2015, 2016, and 2018). It shows that the majority of respondents pay their electricity bills, with slight variations across years, and provides demographic insights such as household size distribution and age group percentages.

Residential Efficient Product Rebates Program Efficiency Nova Scotia 2018 DSM Evaluation – Appendix Report SO1. When the ENS representative came to pick up your appliance, did he also pick up any other appliances that were not eligible for...

AI summary This section of the 2018 DSM Evaluation – Appendix Report outlines a survey process conducted by Efficiency Nova Scotia (ENS) regarding the Residential Efficient Product Rebates Program. It includes questions about whether ENS representatives collected ineligible appliances and what participants would have done with the appliances if not collected.

OPTION C [ASK IF DIFFICULTY TO ANSWER OPTION B AND IF REBATE ELIGIBLE NON A-TYPE TOTAL SALES =YES]

AI summary The text references an option (Option C) and mentions rebate eligibility for non-A-type total sales, indicating a discussion related to customer programs and eligibility criteria for rebates.

C. According to the data you provided to Efficiency Nova Scotia, you sold approximately [REBATE ELIGIBLE NON A-TYPE TOTAL SALES] rebate eligible Non A-type LED bulbs for the first half of the year. i. What percentage of all your sales of N...

AI summary The text asks about the percentage of Non A-type LED bulb sales that are rebate eligible, whether these sales represent 50% of annual sales, and how rebate eligible models were selected for the 2018 Instant Savings campaigns. It also inquires about anticipated sales trends for 2019.

Residential Efficient Product Rebates Program Efficiency Nova Scotia 2018 DSM Evaluation – Appendix Report FR2a. If the discount on L-E-Ds had NOT been offered, what would you have bought today? Would you have… [READ, CODE ONE ONLY] - 1. B...

AI summary This section from the 2018 DSM Evaluation – Appendix Report asks respondents about their purchasing behavior for L-E-Ds if the discount had not been offered, with options including buying L-E-Ds anyway, buying other types of bulbs, or not buying any bulbs.

FR0d. Did you postpone your purchase of L-E-Ds to take advantage of the rebate? Postponed Purchase of LEDs to Take Advantage of Rebate 2016 (#) 2017 (#) 2018 (#) Sample Size 17 14 15 Yes 12 5 10 No 5 9 5 Base: Respondents who were aware of...

AI summary The table shows the number of respondents who postponed purchasing LEDs to take advantage of a rebate in 2016, 2017, and 2018. The data indicates that a majority of respondents in each year postponed their purchase, with the highest percentage in 2016.

FR3. How likely would you have been to buy the L-E-Ds that you purchased today if you had to pay the full price? Please answer on a scale of 0 to 10, with a 0 indicating that you "Definitely Would Not Have Bought these L-E-Ds" and a 10 ind...

AI summary The question asks respondents to rate how likely they would have been to purchase the LEDs they bought if they had to pay the full price, using a scale from 0 to 10.

Likelihood of Buying 20 15 2016 2017 20 18 LEDs without Discount Sample Size Mean Sample Size Mean Sample Size Mean Sample Size Mean Likelihood of buying LEDs if discount had not been offered 201 3.1 221 3.5 94 4.2 152 4.5 Base: Respondent...

AI summary The table shows the likelihood of purchasing LEDs without a discount, based on sample sizes and mean scores across different years. The data indicates a slight increase in likelihood over time, with mean scores rising from 3.1 in 2016 to 4.5 in 2017.

In-service Rate For upstream programs like Instant Savings, the UMP makes the following recommendation: "In-service rates should be calculated through an in-home audit. Since program bulbs cannot be easily identified, the in-service rate c...

AI summary The document discusses the calculation of in-service rates for LED lamps under the Instant Savings program. It highlights that in-service rates should be calculated using in-home audits and considers factors like deeply discounted prices and consumer behavior. The Evaluator concludes that applying an in-service rate may not be necessary due to high participation rates and the likelihood of eventual installation.

Residential Efficient Product Rebates Program Efficiency Nova Scotia 2018 DSM Evaluation – Appendix Report

AI summary This document is an appendix to the 2018 DSM Evaluation, focusing on the Residential Efficient Product Rebates Program by Efficiency Nova Scotia. It outlines the evaluation of the program's effectiveness in promoting energy efficiency among residential consumers.

Section 2 - Free-ridership level for those who postponed their purchase because of the program FR0c. Before the beginning of the campaign on September 28 th , were you already aware that discounts on L-E-Ds would be offered this fall? IF Y...

AI summary This section of the proceeding explores the free-ridership level among individuals who postponed LED purchases due to a discount program. It includes questions to determine if respondents were aware of the discount and whether they delayed their purchase as a result.

PA2 Score: FR4 - FR5. Without the discount, would you have definitely purchased the same number of L-E-Ds? - 1. Definitely the same number - 2. Probably the same number - Probably fewer - 4. Definitely fewer - 99. (Don't know / Refused) IF...

AI summary The text outlines a PA2 Score calculation based on a question regarding the purchase of L-E-Ds without a discount. Respondents are asked whether they would purchase the same number of L-E-Ds, with different response options and corresponding percentage allocations for FR5.

Residential Efficient Product Rebates Program Efficiency Nova Scotia 2018 DSM Evaluation - Appendix Report

AI summary This document is an appendix to the 2018 DSM Evaluation, focusing on the Residential Efficient Product Rebates Program in Nova Scotia. It provides an analysis of the program's effectiveness in promoting energy efficiency among residential customers.

PA4 Score: FR4. If you had to pay the full price, when would you have purchased the L-E-Ds that you purchased today? - Definitely today - 3. Probably today - 4. Probably at a later date - 5. Definitely at a later date - 6. (Would not have...

AI summary The question asks respondents about their willingness to purchase LED products at full price, with options ranging from immediate purchase to deferring or not purchasing at all. It is part of a survey assessing consumer behavior related to energy-efficient products.

Residential Efficient Product Rebates Program Efficiency Nova Scotia 2018 DSM Evaluation – Appendix Report

AI summary This document is an appendix report from the 2018 DSM Evaluation, focusing on the Residential Efficient Product Rebates Program in Efficiency Nova Scotia. It provides an analysis of the program's performance and outcomes.

Green Heat Performance Green Heat aimed to achieve 3.7 GWh in net electrical energy savings and 3.8 MW in net peak demand savings at the generator in 2018. The Evaluator determined that Green Heat achieved 4.227 GWh in net electrical energ...

AI summary Green Heat achieved significant energy and peak demand savings in 2018, with 4.227 GWh in net electrical energy savings and 4.042 MW in net peak demand savings. Participation increased due to factors like removal of pre-approval processes and marketing efforts. Most installations were MSHPs, and participants were satisfied with the program and equipment quality.

Green Heat Energy Savings To calculate Green Heat gross energy savings, the Evaluator reviewed the unitary savings values used for each type of equipment category based on the information in the tracking sheet, site visit results, literatu...

AI summary The Evaluator calculated Green Heat energy savings by reviewing unitary savings values, site visits, and billing analysis. Discrepancies were found in tracked data, particularly for MSHPs and ASHPs, leading to adjustments in savings estimates. Free-ridership levels increased significantly in 2018 due to a new delivery mechanism, with 54% of MSHP participants already deciding to install equipment before the program.

Green Heat Recommendations The Evaluator noted that Green Heat participation increased significantly in 2018 (by 67%), likely due to changes to the application process and ENS promotional efforts. Changes in free-ridership levels and the M...

AI summary The Evaluator noted a 67% increase in Green Heat participation in 2018, likely due to process changes and promotional efforts. Issues with tracking sheet data accuracy and the need to monitor barriers to high-efficiency MSHP adoption were identified. Recommendations include improving data quality and adapting program strategies based on market trends.

EPI Energy Savings To calculate EPI gross energy savings, the Evaluator performed a literature review of the unitary savings values of each category of product tracked and installed through EPI. The Evaluator found that the values used to...

AI summary The Evaluator calculated EPI gross energy savings by reviewing unitary savings values for various products and updating them based on new data. Installation rates for certain products were adjusted, and the NTGR was determined to estimate net energy savings, with different values for low-income and non-low-income participants.

Where: - › Electrical space heating energy consumption (ESHEC) is obtained from HOT2000 (for the D and E assessments) - › OR is used to adjust the modelled energy consumption (according to the space heating system in place during the D and...

AI summary The document outlines the methodology for calculating energy savings using the Electrical Space Heating Energy Consumption (ESHEC) metric derived from HOT2000 software. It discusses the use of an Overestimation Ratio (OR) to adjust modelled energy consumption and the transition from a single OR in 2017 to distinct ORs based on heating systems in the 2018 evaluation. The calculation also accounts for fuel switching and the distribution of savings between DSM and PNS funded programs.

3.3.1 Free-ridership Free-ridership occurs when participants would have still implemented energy efficiency measures in the absence of the program component. Free-ridership was assessed in 2017 through a participant survey with HEA partici...

AI summary Free-ridership refers to participants who would have implemented energy efficiency measures without the program. In 2017, a survey of HEA participants assessed this, and the same level was used in 2018 due to recent changes in HEA not being observable in that year's evaluation.

Biomass Measures The two site visits served to determine that the biomass measures were installed correctly, operating as intended and tracked correctly in the Green Heat tracking sheet. In each case, the new biomass equipment offset elect...

AI summary Site visits confirmed that biomass measures were installed correctly and functioned as intended, offsetting electrical consumption previously handled by MSHPs. Installations were performed by certified professionals under the Green Heat Program, with no reported issues from participants.

8.1.2 Summary of Savings Values To review Green Heat unitary savings, the Evaluator conducted on-site visits for biomass, heat pump, and solar measures, performed a billing analysis for ASHPs and a literature review for all other measures,...

AI summary The Evaluator reviewed Green Heat unitary savings through on-site visits, billing analysis, and literature reviews, with detailed results in Appendix VIII. Tables 26 and 27 show revised savings values for various measures, excluding solar DHW and solar air heating, which rely on simulations. Peak demand savings were calculated based on the coldest days between December and February.

Table 29: Revised Gross Energy and Peak Demand Savings for Green Heat Me Ca te as ur e g or y W d S to oo ve Pe l le S t to ve W d Fu / oo rn ac e Bo i le r Pe l le Fu / t rn ac e Bo i le r So la D H W r H P W H En Sa in er g y v g s Nu be...

AI summary Table 29 presents revised gross energy and peak demand savings for the Green Heat Program, including data on units, energy savings, and adjustment ratios for different categories such as Wood Stove, Fuel/Boiler, and Solar DHW.

Revised Gross Energy and Peak Demand Savings for Green Heat (Continued) Ca Me te as ur e g or y M S H P – Fu l ly E le ic l tr c a M S H P – in M ly a E le ic l tr c a M S H P No n – le ica l tr e c A d A S H P an W H P – E le ic l tr c a...

AI summary The table presents revised gross energy and peak demand savings for the Green Heat Program, including data for different technologies such as fully electric, partially electric, and non-electric systems. The data includes energy savings in gigawatt-hours and fuel efficiency in useful liters per year.

Fuel-switching Measure For biomass or solar heating systems, the questionnaire assessed the likelihood of participants replacing their electrical system with a non-electrical system in the absence of the program component. Additional quest...

AI summary The free-ridership level for biomass and solar heating systems increased significantly from 36% in 2017 to 58% in 2018, attributed to a new delivery mechanism that allows rebate claims after purchase, reducing reliance on ENS approval. This change impacted the influence of rebates and information provided by ENS on participant decisions.

Evaluated Net Energy and Peak Demand Savings for Green Heat (Continued) Measure Category MSHP – Fully Electrical MSHP – Mainly Electrical MSHP – Non- electrical ASHP and AWHP – Electrical ASHP and AWHP – Non- electrical GSHP Total Energy S...

AI summary The document presents a detailed evaluation of net energy and peak demand savings for the Green Heat Program, including various measures such as MSHP and ASHP, with data on energy savings, net energy savings, and peak demand savings at both the meter and generator levels over the effective useful life of the measures.

Table 32 compares the energy and peak demand savings established through this evaluation to those calculated in the tracking sheet.

AI summary Table 32 compares the energy and peak demand savings from the evaluation to those in the tracking sheet, highlighting discrepancies or confirmations between the two sets of data.

Table 32: Comparison of Tracked and Evaluated Green Heat Savings at the Generator Initial Gross Savings Adjusted Gross Savings NTGR Net Savings Energy Savings ENS Tracked Savings 8.826 GWh 8.826 GWh 0.60 5.294 GWh Evaluation Results 8.826...

AI summary Table 32 compares tracked and evaluated green heat savings by Energy Nova Scotia (ENS) and evaluation results, showing gross and net savings for energy and peak demand. Adjusted gross savings and NTGR (Net-to-Gross Ratio) values are provided, with different NTGRs for various measures like MSHP and biomass.

Table 34: HEA Incented High-efficiency Mini-split Heat Pump Systems 2015 2016 2017 2018 Number of MSHP systems 16 220 516 402 Figure 14 further below presents the number of MSHP systems incented through Green Heat and HEA compared to an es...

AI summary Table 34 shows the number of HEA-incented mini-split heat pump systems installed from 2015 to 2018. In 2017, 25% of total MSHPs installed in existing homes were incented by ENS, with 19% from Green Heat. In 2018, the percentage incented by ENS was estimated at 26%.

9.2.5 Mini-split Heat Pump Market Outlook and Trends MSHP sales increased from 2017 to 2018. All interviewed distributors, except one, reported an increase in MSHP sales over the period, with an average increase of 28 percent. The growth r...

AI summary Mini-split heat pump (MSHP) sales in Nova Scotia increased significantly from 2017 to 2018, driven by factors such as hot summers, product improvements, and consumer awareness. Distributors expect continued growth through 2019, though some note potential market saturation. The market is viewed as nearing maturity, with future growth expected from new construction and replacements.

9.4 Green Heat Recommendations The Evaluator noted that Green Heat participation increased significantly in 2018 (by 67%), likely due to changes to the application process and ENS promotional efforts. Changes in free-ridership levels and t...

AI summary The Evaluator highlights that Green Heat participation increased in 2018 due to process changes and promotional efforts. However, data reliability issues were found in the tracking sheet, and the program's influence on MSHP adoption is diminishing. Recommendations include improving data accuracy and continuing to monitor market barriers for high-efficiency MSHPs.

raps, smart power controllers, or showerheads. The main reason cited for not having installed the recommended products is that they did not need it, or it would not provide many benefits (6 mentions). Two in 10 participants (20%) reported...

AI summary The EPI program faced challenges with product installation and user satisfaction, with participants citing lack of need and product usability issues. Suggestions for improvement included greater product diversity and better information. High interest was shown in door sweeps and lighting controls.

13.1.3 Peak Demand Savings Peak demand savings correspond to the demand savings that coincide in time with the peak demand of the electricity system. The projected electricity demand peak period in Nova Scotia is between 5 p.m. and 7 p.m....

AI summary Peak demand savings are calculated based on the timing of electricity demand during peak periods in Nova Scotia, specifically between 5 p.m. and 7 p.m. in December to February. The Evaluator used various studies and ratios, including those from the 2016-2018 DSM Plan and the Residential Lighting Metering Study, to determine peak demand-to-energy ratios for different product categories such as DHW products, lighting, and LED holiday lights.

Type of Product Peak Demand to-energy Ratio Source Lighting Products (LEDs and LED Nightlights) 0.162 Northeast Residential Lighting Hours-of-Use Study LED Holiday Lights 1.509 Calculated by the Evaluator Faucet Aerators 0.162 RES-Water He...

AI summary The document presents a table of various energy efficiency products with their peak demand to energy ratio and sources, followed by a section titled 'Interactive Effects' which likely discusses the combined impact of these products on energy usage and demand.

Table 43: EPI Adjusted Peak Demand-to-energy Ratios by Lighting Product Type Type of Product Peak Demand-to energy Ratio Interactive Effects Factor for Energy Savings Interactive Effects Factor for Peak Demand Savings Adjusted Peak Demand-...

AI summary Table 43 presents EPI adjusted peak demand-to-energy ratios for different lighting product types, including A19 and A21 LED lamps, reflector and decorative LED lamps, LED nightlights, and LED holiday lights. The table includes peak demand-to-energy ratios, interactive effects factors for energy and peak demand savings, and adjusted peak demand-to-energy ratios.

Table 47: Revised Gross Energy and Peak Demand Savings by Product Category for EPI Apartments LED Lamps Category of Product 9 W Replacing 40 W 9 W Replacing 60 W 9 W Replacing 100 W 9.5 W Replacing 40 W 9.5 W Replacing 60 W 9.5 W Replacing...

AI summary Table 47 presents revised gross energy and peak demand savings by product category for EPI Apartments, detailing energy savings, installation rates, and lifetime energy savings for different LED lamp replacements. The data includes metrics like unitary savings value, interactive effects factor, and line loss factor.

Table 50: Evaluated Net Energy and Peak Demand Savings by Product Category for EPI L E D La m p s Pe k De d Sa in a m an v g s Sa ( ) To l G Pe k De d in he Me M W ta t t te ro ss a m an g s a r v – 0. 0 4 0 0. 0 3 4 0. 1 1 9 0. 0 0 2 0. 0...

AI summary Table 50 evaluates the net energy and peak demand savings by product category for the Efficient Product Installation (EPI) program, showing data for LED and lamps, including net-to-gross ratios and total net peak demand savings in megawatts.

Table 51 compares the energy and peak demand savings established through this evaluation to those tracked in the 2018 tracking sheet.

AI summary Table 51 compares energy and peak demand savings from the current evaluation with those from the 2018 tracking sheet, highlighting changes or updates in savings metrics over time.

Green Heat Green Heat achieved 4.227 GWh in net electrical energy savings and 4.042 MW in net peak demand savings in 2018, thus surpassing both the planned 3.7 GWh in electrical energy savings and the planned 3.8 MW in peak demand savings....

AI summary Green Heat achieved significant energy savings in 2018, surpassing planned targets. Factors like the removal of pre-approval and increased marketing contributed to higher participation. The program's evaluation highlighted the importance of contractor awareness and participant satisfaction, while also noting challenges with data accuracy in billing analyses.

EXISTING RESIDENTIAL PROGRAM 2018 DSM EVALUATION EFFICIENCY NOVA SCOTIA Appendix Report March 15, 2019 2018 DSM Evaluation – Appendix Report

AI summary This document is an appendix report from the 2018 Demand Side Management (DSM) Evaluation, focusing on residential programs managed by Efficiency Nova Scotia. It includes supporting data and analysis related to energy efficiency initiatives.

2018 DSM Evaluation – Appendix Report

AI summary This document is an appendix report from the 2018 Demand Side Management (DSM) Evaluation, providing detailed analysis and findings related to energy efficiency programs and their performance.

2018 DSM Evaluation – Appendix Report

AI summary This document is an appendix report from the 2018 DSM Evaluation, likely providing supporting information or detailed analysis related to demand-side management programs. It may include data, findings, or technical details relevant to the evaluation.

READ AND ROTATE (CI1 + CI2a-c) AND (CI3 + CI4a-c) SEQUENCES - CI1. Before participating in the Green Heat program in 2018, had you at any time in the past already participated in another Efficiency Nova Scotia program? - 1. Yes - 2. No - 9...

AI summary This section of the regulatory proceeding document includes survey questions related to the Green Heat program in 2018, assessing participants' prior involvement in Efficiency Nova Scotia programs and their exposure to promotional materials. The questions aim to understand the influence of previous participation and promotional materials on participants' decisions to install energy-efficient heating systems.

Revised Savings To review the new unitary savings calculations, the Evaluator first assessed the reasonableness of each variable. - › QDHW: This value is drawn from Efficiency Vermont, but the source of the calculation is not publicly avai...

AI summary The Evaluator reviewed and revised savings calculations for water heating and heat pump systems. Key variables like QDHW, EFBase, EFHPWH, WHHF, and COP were reassessed using data from Efficiency Vermont, literature reviews, and performance studies. Revised savings values were set at 790 kWh and 1,312 kWh for homes with different heating systems, with recommendations for using updated metrics like COP and demand-to-energy ratios for peak demand savings.

Peak Demand Savings kW = $$\left(\frac{HC_{min}}{3.412}\right) \left[\frac{1}{COP_{base\ min}} - \frac{1}{COP_{ee\ min}}\right]$$

AI summary The document presents a formula for calculating Peak Demand Savings in kilowatts, which involves the Heating Seasonal Performance Factor (HSPF), Coefficient of Performance (COP), and other energy efficiency metrics.

Table 9: Definition of Parameters – Peak Demand Savings for MSHPs in Non-electrically Heated Households Acronym Unit Variable Value/Source $HC_{min}$ kBTU/h Rated heating capacity of the new heat pump at outdoor air temperature of -15 °C S...

AI summary Table 9 defines key parameters for calculating peak demand savings for mini-split heat pumps (MSHPs) in non-electrically heated households, including rated heating capacity, coefficient of performance (COP) for base and new systems, and their respective units and sources.

Electrically Heated Households For each ASHP installed in electrically heated households, ENS uses an average annual savings value of 0.101 kWh per BTU/h of nominal installed heating capacity. This value is the result of a billing analysis...

AI summary The document discusses the calculation of energy and peak demand savings for air source heat pumps (ASHPs) installed in electrically heated households. It provides formulas and values used in these calculations, referencing past evaluations from 2015 and 2017.

Non-electrically Heated Households Since ASHPs installed in non-electrically heated households are no longer eligible for the DSM portion of Green Heat and only 19 participants claimed savings in 2018, the Evaluator relied on the unitary s...

AI summary The Evaluator used unitary savings values from the 2017 evaluation for non-electrically heated households, as ASHPs installed in these households are no longer eligible for the DSM portion of Green Heat and few participants claimed savings in 2018. The values are based on three replacement scenarios.

Algorithm – Stoves and Solar FRS2. If you had not received the rebate from ENS, would you have paid the entire cost of your [EQUIPMENT]? (Scale 0 to 10) FRS2 = Answer x 10% IF DK OR REF. FRS2 = EMPTY FRS3a. If the program rebate had not be...

AI summary The text outlines a set of questions (FRS2, FRS3a, FRS3b, FRS1, FRS1a) used to assess the impact of a rebate program on the installation of heating equipment. The questions aim to determine whether the rebate influenced the decision to install a new heating system or switch from an old one.

FR - LED Bulbs [ASK IF YES IN V1a] The next questions will be about the LED bulbs , excluding night lights, that you had installed through the service. - FR1. Did you or anyone in your household have specific plans to purchase and install...

AI summary The text outlines a series of questions related to the installation of LED bulbs through the Efficient Product Installation Service. It seeks to determine whether participants had prior plans to install LED bulbs and whether they would have paid for them if the service was not available.

NEW RESIDENTIAL PROGRAM 2018 DSM EVALUATION EFFICIENCY NOVA SCOTIA Final Report March 15, 2019

AI summary This document presents the final report of the New Residential Program 2018 DSM Evaluation by Efficiency Nova Scotia, providing an assessment of the program's performance and outcomes.

Project Registration Most programs require applications, and they require these be submitted and approved before construction. Respondents reported that having a DA register projects with the program takes the burden off builders and leads...

AI summary Most programs require project registration before construction, with delivery agents handling the process to reduce builder burden and increase satisfaction. However, some jurisdictions do not require registration within 30 days of a building permit, and this requirement is seen as problematic by custom builders.

NHC Recommendations One of the main goals of the 2018 evaluation was to identify ways of improving NHC since past evaluations revealed dissatisfaction with the process and a decrease in both participation levels and savings. From a partici...

AI summary The 2018 evaluation of NHC identified the need for increased collaboration between builders and DAs/EAs to improve participation, builder satisfaction, and savings accuracy. While participation increased and energy savings improved, targets were not met. Recommendations include enhancing support for builders through greater involvement of DAs and EAs in the NHC process.

1.1 Description NHC is meant to encourage homeowners and builders to exceed energy efficiency building code requirements in new homes, thus increasing the number of energy efficient dwellings in the province. Since October 2015, NHC has be...

AI summary The New Home Construction (NHC) program aims to encourage energy efficiency in new homes by exceeding building code requirements. Since 2015, it has been funded through DSM funds, and only electrically heated homes are eligible. Energy advisors evaluate house plans and conduct assessments after construction to ensure compliance with energy efficiency standards.

Lessons Learned by Respondents The DAs of these programs play an important role in educating and guiding builders through the programs . Specifically, the DAs offer builders: Program-approved service organizations 3 - › Technical assistanc...

AI summary The document highlights the role of Delivery agents (DAs) in educating and guiding builders through energy efficiency programs, offering technical assistance, training, marketing support, and help with program paperwork.

Comparison Most programs require applications be submitted before construction and the application be approved by the program, although not all programs require this. All except one of the reviewed programs require some form of initial app...

AI summary Most programs require applications before construction, with some allowing mid-construction reporting. Builders typically pay fees to HERS raters or energy advisors, though a few programs do not require this. Registration methods vary, including online applications and paper forms.

Lessons Learned by Respondents Having builders work with DAs to register projects with the program can alleviate some dissatisfaction among builders. As noted in [Table](#page-10-1) 9, three jurisdictions reported having DAs complete and s...

AI summary Respondents highlight that having delivery agents (DAs) register projects on behalf of builders can reduce dissatisfaction. However, requiring project registration within 30 days of obtaining a building permit is problematic for some builders, particularly custom home builders, as noted by ENS and NB Power.

Comparison NB Power and ENS differ in their approach to the project construction and inspection phases compared to their peers. NB Power and ENS programs both include preparing a preliminary energy model and conducting a final inspection o...

AI summary NB Power and ENS differ from other programs in their approach to project construction and inspection, as they do not conduct multiple site visits or offer on-site technical assistance during construction. Instead, they rely on preparing a preliminary energy model and conducting a final inspection to verify savings.

Lessons Learned by Respondents Partnering with other agencies to pool funds and deliver training to builders throughout the state or province helps develop relationships between programs, builders, and other market actors. For example, For...

AI summary Respondents emphasize the importance of inter-agency partnerships to pool funds and deliver training to builders, enhancing collaboration between programs, builders, and market actors. Examples include Fortis BC and Energize Connecticut partnering with utilities, housing organizations, and trade associations for training on high-performance homes and code updates.

4.2.4 Peak Demand Savings Peak demand savings correspond to the demand savings that coincide in time with the peak demand of the electricity system. The projected electricity demand peak period in Nova Scotia is between 5 p.m. and 7 p.m. f...

AI summary Peak demand savings are calculated based on the on-peak demand-to-energy ratio of 0.283 MW/GWh, established by Navigant in the 2016-2018 DSM Plan. This method was used to estimate peak demand savings for NHC and the Passive House pilot, and the Evaluator confirmed its validity.

4.3.2 Spillover (Market Effects) Spillover occurs when participants decide to implement energy efficiency measures in new construction projects without participating in the program component. For NHC, this is measured in the form of market...

AI summary This section discusses the calculation of spillover in the context of energy efficiency measures implemented by non-participating builders in new construction projects. The spillover level is calculated using data from the 2018 tracking sheet, builder surveys, and housing market information. The spillover level was measured at 24% in 2018, down from 35% in 2017. The Passive House pilot in 2017 had no measurable spillover due to its novelty in the market.

5 NHC RECOMMENDATIONS One of the main goals of the 2018 evaluation was to identify ways of improving NHC since past evaluations revealed dissatisfaction with the process and a decrease in both participation levels and savings. From a parti...

AI summary The 2018 evaluation of the NHC program identified ways to improve participation and savings, noting increased project completions and higher net energy savings compared to 2017. The Evaluator recommends increasing support and guidance to builders by involving DAs and EAs more in the NHC process to enhance collaboration, builder satisfaction, and project success.

Outreach and Recruitment Let's switch gears and talk about how builders and homeowners are recruited into your program.

AI summary The discussion shifts to the methods used to recruit builders and homeowners into the program, focusing on outreach and recruitment strategies.

Interrelations Between the BER Services One of the objectives of the process and market evaluation was to draw a picture of the BER services and what differentiates them to verify whether using different sets of assumptions and calculation...

AI summary The evaluation compared Business Energy Rebates (BER) services, noting similarities and differences between Mail-in and Instant Rebates. It found that both services serve retrofit and new construction projects but differ in eligibility and participant preferences, with Instant Rebates being preferred for its immediate rebates and less paperwork.

Interest and Participation in Non-lighting Measures ENS developed a long-term diversification strategy to encourage the implementation of non-lighting measures. The Evaluator assessed participants' interest in and intentions to implement n...

AI summary ENS developed a strategy to promote non-lighting energy efficiency measures. Survey results show that about half of participants plan to implement such measures, with HVAC being the most common category. Contractors suggest adding specific measures and increasing incentives for heating and refrigeration. Many participants use payback thresholds, with most requiring payback periods of five years or less, which may be a barrier for some non-lighting measures.

2 BER EVALUATION OBJECTIVES AND METHODOLOGY The main objectives of the BER evaluation are as follows: - › Assessing the effectiveness of BER design and delivery - › Reporting on participant and partner perspectives - › Calculating program...

AI summary The BER evaluation objectives include assessing the program's effectiveness, reporting on stakeholder perspectives, calculating energy and GHG savings, and analyzing LED lamp market evolution. The methodology involved document reviews, meetings with program managers, and statistical sampling with a 10% margin of error at a 90% confidence level.

Participant Survey In October and November 2018, CRA conducted a telephone survey with a total of 70 BER Mail-in participants. The average length of the survey was 17 minutes. The questionnaire and complete survey results are presented in...

AI summary In October and November 2018, CRA conducted a telephone survey with 70 BER Mail-in participants to gather feedback on various aspects of the program, including awareness, participation reasons, experience, free-ridership, and satisfaction. The survey had an 8.5% margin of error at a 90% confidence level.

Interviews with Contractors As part of the process evaluation, Research Into Action conducted 15 interviews with Mail-in participating contractors in October and November 2018. These interviews mainly served to inform the Evaluator on thre...

AI summary Research Into Action conducted 15 interviews with Mail-in participating contractors in 2018 to evaluate the service, focusing on increasing interest in non-lighting measures, the relationship between Mail-in and Instant Rebates, and the need for rebate adjustments. The interview guide is detailed in Appendix III.

On-site Visits In the fall of 2018, Equilibrium Engineering conducted 78 on-site visits at the facilities of participants who received a rebate through Mail-in. The main purpose of the on-site visits was to validate whether the measures im...

AI summary In 2018, Equilibrium Engineering conducted 78 on-site visits to validate rebate claims and assess energy efficiency measures. The visits aimed to verify implemented measures, collect data on equipment and usage, and assess potential spillover effects and future interest in non-lighting efficiency measures.

Interviews with Distributors In November 2018, CRA conducted 11 interviews with Instant Rebates participating distributors. These interviews mainly served to establish free-ridership levels for the highest-selling lighting measure categori...

AI summary In November 2018, CRA conducted interviews with Instant Rebates participating distributors to assess free-ridership levels, distributor satisfaction, and ways to improve the service. Distributors also provided feedback on incentive levels and the relationship between Mail-in and Instant Rebates programs.

Early vs. End of Life Replacement Those Instant Rebates participants who mentioned purchasing their measures for retrofit projects were asked about the state of their existing equipment at the time of replacement. About one-third of partic...

AI summary The analysis shows that Instant Rebates and Mail-in programs are used for both early and end-of-life equipment replacement, with early replacement being more common in Mail-in programs. Most lighting measures were purchased for early replacement, while end-of-life replacements were more frequent in Instant Rebates.

Instant Rebates According to the Instant Rebates survey, distributors are the primary source of information about the rebate for end users (57%), followed by ENS through direct contact (10%). Of the 20 contractors interviewed during the In...

AI summary The Instant Rebates survey highlights that distributors are the main source of information about rebates for end users, with ENS also playing a role through direct contact. Contractors are key decision-makers in purchasing energy-efficient measures, though some also buy standard measures due to cost or compatibility reasons. Quality is the primary reason for choosing energy-efficient options over standard ones.

Barriers to Mail-in Participation and Non-lighting Measures One-third of surveyed Mail-in participants implemented a building upgrade in the last two years without ENS support. Lighting and HVAC were the most popular upgrades reported by M...

AI summary The text discusses barriers to mail-in participation in energy efficiency programs, noting that many participants upgrade without ENS support due to lack of awareness, perceived hassle, or project size. Payback thresholds and the burden of application completion are also identified as barriers, particularly for non-lighting measures.

Suggestions to Generate Interest in Non-lighting Measures According to non-lighting Mail-in contractors, there are no measures that they avoid promoting, and they already promote a range of measure types. Typically, contractors that use th...

AI summary Non-lighting Mail-in contractors promote a range of measures, with HVAC contractors emphasizing heat pumps despite low incentives. Contractors suggest promoting roof-top units and improving control sequencing for better participation. Most participants are satisfied with the current list of BER Mail-in measures, and past participation in ENS programs influences continued engagement.

Satisfaction with the Mail-in Participation Process Figure 10 below indicates that participants were very satisfied with BER staff and slightly less satisfied with service processes. No statistically significant differences in satisfaction...

AI summary Participants were very satisfied with BER staff but slightly less satisfied with service processes. Contractors reported challenges with the Mail-in process, including it being too time-consuming and difficulties explaining it to customers.

Improvement Suggestions In addition to the abovementioned recommendations aimed at generating more interest in non-lighting measures, Mail-in participants and contractors who were surveyed and/or interviewed provided the recommendations in...

AI summary The document outlines improvement suggestions from Mail-in participants and contractors, focusing on generating more interest in non-lighting measures, as detailed in Table 9.

Summary of Adjustments to Gross Savings Since lighting measures represent 75 percent of Mail-in savings, applying an adjustment factor to this measure category had the largest impact on gross savings. The most common adjustment was revisin...

AI summary Lighting measures account for 75% of Mail-in savings, and adjustments to this category had the largest impact on gross savings. Adjustments included revising HOUs and efficient wattage values, with 23% of measures requiring over 5% adjustment. Other categories like motors, HVAC, and refrigeration also saw significant adjustments, while some agricultural and kitchen measures were not extrapolated due to high margins of error.

Interactive Effects When a measure implemented as part of BER Mail-in is affected by interactive effects, this is taken into account by the gross savings standard equation presented in the CIRx Screening Tool. For BER, interactive effects...

AI summary The document discusses how interactive effects are considered in the Business Energy Rebates (BER) program, particularly for lighting projects, using the CIRx Screening Tool to adjust factors based on site visits and observations by the Evaluator.

Revised Gross Energy and Peak Demand Savings for BER Mail-in (Continued) Ca Me te as ur e g or y K i he tc n W He in te t a r a g Pu in m p g So la r To l fo A l l ta r Ca ies te g or Sa En in er g g s y v Tr ke d G En Sa ing ( G W h ) ac...

AI summary The document presents revised gross energy and peak demand savings for the Business Energy Rebates (BER) mail-in program. It includes various metrics such as adjusted ratios, energy savings, and peak demand savings across different categories and types of energy usage.

Table 14 compares the energy and peak demand savings established through the 2018 BER Mail-in evaluation to those calculated in the 2018 tracking sheet.

AI summary Table 14 compares energy and peak demand savings from the 2018 BER Mail-in evaluation with those from the 2018 tracking sheet, highlighting discrepancies or updates in the data.

5.1 Gross Savings Gross savings refer to changes in energy consumption resulting from actions taken by participants regardless of their reasons for participating.9 Since eligible measures are tracked at the point of sale, ENS estimates sav...

AI summary Gross savings are calculated based on changes in energy consumption from participant actions, using assumptions rather than real project conditions. In 2018, the Evaluator did not update savings values from 2016 but ensured correct application of existing values. Adjustments to rebated measures, ISRs, PCFs, and EULs are detailed in subsections.

Effective Useful Life The EUL values attributed to each measure are used to calculate energy savings over the lifetime of measures. For Instant Rebates, the revised EUL values of all the measures eligible for the service were obtained base...

AI summary The Effective Useful Life (EUL) values for energy efficiency measures are revised based on the 2017 DSM Evaluation Report. Adjustments to the rated lives of LED fixtures are made, which affect the calculation of lifetime energy savings for Instant Rebates. These changes impact both gross and net lifetime energy savings calculations.

Table 17: Revised Gross Energy and Peak Demand Savings for BER Instant Rebates Ca Me te as ur e g or y L in D F L E ea r ix tu re s L in D La L E ea r m p s Ge l-u d ne ra se a n ive De t L E D co ra La m p s Re f le L E D to c r La m p s...

AI summary Table 17 outlines the revised gross energy and peak demand savings for BER Instant Rebates, showing various metrics such as Netting and Transfer Guidance Ratio, Peak Cost Factor, and Effective Useful Life across different categories and line items.

Revised Gross Energy and Peak Demand Savings for BER Instant Rebates (Continued) Me Ca te as ur e g or y D ire io l a d t c na n Ar h i l L E D F ix te tu tu c c ra re s Oc cu p an cy Se ns or s Pu m p s fo To l A l l ta r Me as ur es Tr k...

AI summary The table presents revised gross energy and peak demand savings for BER instant rebates, including metrics such as number of units, energy savings in gigawatt-hours, and adjustment ratios for energy savings across different categories.

Free-ridership For Instant Rebates, free-ridership corresponds to the proportion of savings that is due to natural market trends. Thus, the free-ridership assessment aims to estimate what the sales of energy efficient measures would have b...

AI summary The free-ridership assessment for Instant Rebates evaluates the proportion of energy savings due to natural market trends rather than the program. The Evaluator used surveys and interviews with participants and distributors to estimate this, focusing on LED lighting measures. The approach incorporates multiple methods to improve accuracy and defensibility of the NTGR estimate.

Table 19: NTGR for BER Instant Rebates Measure NTGR LED Linear Fixtures 0.71 LED Downlight Fixtures 0.66 LED Linear Lamps 0.63 LED General-use and Decorative Lamps 0.68 Other Measures 1.00 Overall Energy Savings 0.72 Peak Demand Savings 0....

AI summary Table 19 presents the Netting and Transfer Guidance Ratio (NTGR) for Bill-Entry Rebates (BER) Instant Rebates across various energy efficiency measures, including LED fixtures and lamps, as well as overall energy and peak demand savings.

Table 20: Evaluated Net Energy and Peak Demand Savings for BER Instant Rebates Ca Me te as ur e g or y L E D L in ea r F ix tu re s L E D L in r La ea m p s L E D Ge l-u d ne ra se a n De ive La t co ra m p s D Re L E f le to r La c m p s...

AI summary Table 20 presents evaluated net energy and peak demand savings for BER Instant Rebates, including metrics such as energy savings, peak cost factors, and various rebate categories. The data includes numerical values for different LED lighting and fixture types, as well as their corresponding energy and demand savings.

Table 23 summarizes the participation level as well as gross and net savings for Mail-in and Instant Rebates.

AI summary Table 23 provides an overview of participation levels and the associated gross and net savings for Mail-in and Instant Rebates programs.

7 BER MARKET EVOLUTION ENS has been active in the LED market of the BNI sector through BER since 2010. The 2016 BER evaluation found that market barriers to LED adoption, such as the price of LEDs in the BNI sector, were declining. A marke...

AI summary ENS has been active in the LED market in the BNI sector through the BER program since 2010. The 2016 BER evaluation found that market barriers, such as LED prices, were declining. A 2017 market evolution assessment analyzed key indicators and presented a technology diffusion curve showing LED adoption trends in the Nova Scotia BNI sector. This section updates that data to provide current insights into market transformation.

BER Instant Rebates Rebated Units The total number of LED lamps and fixtures incented by BER Instant Rebates since 2012 is presented in Figure 14 below, along with the proportion of each LED measure type. The increase that occurred in 2013...

AI summary The text discusses the distribution of LED lamps and fixtures incented by BER Instant Rebates from 2012 to 2018, noting a significant increase in 2013 due to rebate and pricing changes by two distributors, followed by continued growth in 2018, with LED downlight fixtures comprising nearly half of all rebated units.

BER Participating Distributor Outlook BER Instant Rebates collaborates with distributors to provide rebates on lighting measures to BNI participants. The overall number of distributors reporting LED sales has varied slightly throughout the...

AI summary The BER Participating Distributor Outlook discusses the adoption of LED lighting technologies across Nova Scotia. Distributors report that LED downlight fixtures are growing but nearing maturity, while LED linear fixtures are in sustained growth. LED linear lamps and general-use decorative LEDs are nearing maturity, with decreasing costs and increased customer awareness.

Retail LED Prices As prices vary greatly among LED lighting types, the evolution of LED prices was examined for the most popular lighting categories offered under Instant Rebates. Figure 15 further below illustrates the evolution of averag...

AI summary The document discusses the decreasing trend in retail prices for LED lighting categories from 2015 to 2018, including downlight fixtures, linear fixtures, general-use and decorative lamps, and linear lamps. It also notes the corresponding decline in rebate amounts offered by ENS under the Instant Rebates program.

8 BER RECOMMENDATIONS The 2018 impact evaluation revealed that the accuracy of reported savings had improved, especially for Mail-in. In addition, ENS has been proactive in adapting their Instant Rebates offerings to the evolving market by...

AI summary The 2018 impact evaluation highlights improvements in reported savings accuracy for Mail-in and Instant Rebates, but identifies process issues, including overlapping eligibility and limited data tracking. Recommendations focus on aligning BER logic models, improving data systems, connecting participants with non-lighting contractors, and adjusting incentive levels for non-lighting measures with longer payback periods.

ms that serve to collect more precise information on HOU. Lighting measures were the most popular measures implemented by Mail-in participants, representing 75 percent of Mail-in gross energy savings. One of the objectives of the process e...

AI summary The process evaluation identified that lighting measures were the most popular among Mail-in participants, contributing to 75% of energy savings. However, barriers to implementing non-lighting measures were noted, such as participants relying on specific contractors for equipment maintenance rather than diversifying into other energy efficiency measures. Establishing stronger relationships with contractors who can recommend non-lighting measures was identified as an improvement area.

Program Awareness and Participation (P Series) - P1. Prior to your most recent Business Energy Rebates Program incented project, have you participated in projects that received Efficiency Nova Scotia incentives before? [CODE ONLY ONE] - 1....

AI summary The text outlines a series of questions related to program awareness and participation, specifically focusing on prior involvement in Efficiency Nova Scotia programs and the influence of past participation on recent Business Energy Rebates projects. It includes options for responses and details about various incentive programs.

Free-Ridership (FR Series) - FR1. Had your organization already decided to implement energy-efficient [MEASURE CATEGORY] measures before you heard about the Business Energy Rebates Program? - 1. Yes - 2. No - 98. (Don't know) - 99. (Refuse...

AI summary The document includes a survey question about whether an organization had already decided to implement energy-efficient measures before participating in the Business Energy Rebates Program, along with a follow-up question. It also references a 2018 DSM Evaluation Report.

FR3c. [IF FR2≥5] If the program rebate had not been offered, what is the likelihood that you would have postponed implementing the [MEASURE CATEGORY] measures by at least one year? Response 98 Don't Know 99 Refused FR4. Using a scale from...

AI summary The text presents a series of questions related to energy-efficient measure implementation, including the influence of program rebates and information from program representatives, as well as the use of payback period thresholds in decision-making.

READ AND ROTATE (CI1 + CI2a-c) AND (CI3 + CI4a-c) SEQUENCES - CI1. Before participating in the Business Energy Rebates program in [DATE], had your organization at any time in the past already participated in any other Efficiency Nova Scoti...

AI summary This section of the regulatory proceeding document contains a series of questions aimed at understanding the factors influencing participation in the Business Energy Rebates program. It explores prior participation in Efficiency Nova Scotia programs, the influence of promotional materials, and the use of contractors from the Efficiency Trade Network.

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 organization? [DO NOT READ—BUT CONFIRM WITH RESPONDENT THAT...

AI summary The text outlines a series of statistical questions related to firmographics, including the main activity of an organization and the number of full-time equivalent workers employed. It also references a 2018 DSM Evaluation Report, indicating a connection to demand-side management programs.

[ASK IF RESPONDENT IDs UNDER REPRESENTED MARKET SEGMENTS] Q13. What can be done to encourage these market segments to participate in the program?

AI summary The question asks what can be done to encourage underrepresented market segments to participate in the program, highlighting a need for strategies to increase participation in energy efficiency initiatives.

2018 DSM Evaluation Report

AI summary The 2018 DSM Evaluation Report provides an assessment of the demand-side management initiatives implemented in 2018, focusing on program performance, participant engagement, and overall effectiveness in promoting energy efficiency.

Refrigeration: Tracking Sheet Validation On-site ECM Measure Location: kW of Evap fan: Quantity: Explanation if quantity is different: Is fan inside low, med or high temp cooler?: Any issues with fans? Strip-curtains, Cooler night covers,...

AI summary The document presents a refrigeration tracking sheet and validation form used to collect detailed information on energy efficiency measures related to refrigeration systems, including fan specifications, cooler types, control measures, and equipment details.

2018 DSM Evaluation Report Compressed Air: Collect the information in the table below if compressed air measures were installed. Use on-site observation and contact declaration. Use additional sheets if required. The information collected...

AI summary The 2018 DSM Evaluation Report provides instructions for collecting data on compressed air measures, including manufacturer and model details, technical specifications, and tracking information for comparison by Econoler.

Notes: 2018 DSM Evaluation Report 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 collec...

AI summary The 2018 DSM Evaluation Report includes instructions for collecting information on commercial laundry measures, including manufacturer and model numbers, technical data, and on-site observations, which will be compared with tracking sheet information by Econoler.

- P1. [ASK IF CONTRACTOR (I3=2)] Who usually makes the decision to buy [PRODUCT] rather than standard [STANDARD PRODUCT]? Is it… [READ, CODE ONLY ONE] - 1. You (or your organization) (Go to P3a) - 2. Your client - 98. Don't know - 99. Refu...

AI summary This text includes a survey questionnaire about purchasing decisions and a reference to a 2018 DSM Evaluation Report. It explores who makes purchasing decisions and whether clients seek advice before making such decisions.

2018 DSM Evaluation Report

AI summary The 2018 DSM Evaluation Report provides an assessment of demand-side management programs in Nova Scotia, evaluating their effectiveness and impact on energy efficiency and customer participation.

FR3b. [ASK IF TOTAL MEASURE CATEGORY QTY>1] If the rebate had not been offered, what is the likelihood that you would have purchased exactly the same quantity of lighting products that you bought? Response 98 Don't Know 99 Refused FR3c. [A...

AI summary This section of the document includes survey questions related to the influence of rebate programs and information received on purchasing decisions for lighting products. The questions focus on the impact of rebate programs and information from program representatives and distributors on customer behavior.

ASK ALL - READ AND ROTATE (CI1 + CI2a-c) AND (CI3 + CI4a-c) SEQUENCES - CI1. Before buying the rebated lighting products in [DATE], had your organization at any time in the past already participated in any other Efficiency Nova Scotia prog...

AI summary The document contains a series of survey questions aimed at assessing the impact of Efficiency Nova Scotia programs on business decisions regarding energy-efficient lighting products. It explores prior participation in programs and the influence of promotional materials on purchasing decisions.

decision to purchase clients usually ask respondent for advice Bought Standard Products in Past Year 2018 Sample Size 49 Yes 33% No 63% Don't know 4% Base: Respondents who purchased products for their organization or who make the decision...

AI summary The text discusses the purchasing behavior of clients, focusing on the decision-making process for buying standard products. A majority (63%) did not buy standard products in the past year, while 33% did. The primary reason for purchasing standard products was cost-effectiveness (44%).

P12. How did you first become aware of the rebates available under Efficiency Nova Scotia's Business Energy Rebates Program? Source of Awareness of Rebates 2018 Sample Size 30 Through my distributor 57% ENS staff contacted me about the pro...

AI summary The text discusses how respondents became aware of Efficiency Nova Scotia's Business Energy Rebates Program and their preferences between the Instant Rebates service and the mail-in service. Most respondents learned about the program through their distributor, and a majority were unaware of the mail-in service. Those who chose the Instant Rebates service cited convenience and speed as key factors.