Topic:"Demand Side Management" in M10473

1. INTRODUCTION Nova Scotia's energy and electricity future is at a decisive turning point as Nova Scotians face the global challenge of climate change. EfficiencyOne ("E1") has heard from Nova Scotians that climate change and the protecti...

AI summary Nova Scotia faces a critical energy transition driven by climate change. EfficiencyOne (E1) emphasizes energy efficiency's role in reducing consumption and costs, citing successful DSM program outcomes. The text highlights E1's achievements in exceeding efficiency targets and the need to contextualize DSM investments against annual electricity spending, referenced in Figure 1.

1.1 APPROVAL OF SETTLEMENT PLAN - E1 requests approval by the Nova Scotia Utility and Review Board (the "Board" or "NSUARB") of its - Settlement Plan for the term 2023 through 2025 which is attached hereto as Appendix "A." - The Settlement...

AI summary E1 seeks approval of its 2023–2025 Settlement Plan (DSM Plan) by the Nova Scotia Utility and Review Board. The plan aims to deliver cost-effective energy efficiency, reduce electricity costs, increase consumer awareness, and support climate initiatives through 412.7 GWh of energy savings and 96.7 MW of demand reductions, with a focus on underserved markets.

1.3 STAKEHOLDER ENGAGEMENT - In an effort to attempt to bring consensus among stakeholders with respect to the appropriate level of - DSM investment for 2023-2025, E1 adopted an earlier, more transparent and responsive level of - stakehold...

AI summary E1 engaged stakeholders through the Demand Side Management Advisory Group (DSMAG) and iterative modelling to develop its Settlement Plan, incorporating feedback on energy savings targets and low-income programs. The process aimed to align the Plan with stakeholder concerns and the evolving Nova Scotia energy landscape.

2.1 PUBLIC UTILITIES ACT - E1 is the current holder of Nova Scotia's electricity efficiency and conservation franchise, making it a - public utility in relation to franchise activities. - As the franchise holder, E1 has the exclusive right...

AI summary E1 holds Nova Scotia's electricity efficiency franchise, requiring it to supply NS Power with cost-effective conservation activities under the Public Utilities Act. The Act mandates a three-year agreement between E1 and NS Power, with the Board authorized to intervene if no agreement is reached, ensuring customer cost reduction.

2.2 RECENT CLIMATE CHANGE ACTION - Considerable change has taken place since the approval of E1's 2020-2022 DSM Plan. Advancement in the - efforts to combat global climate change has taken shape both provincially and federally. Aggressive...

AI summary Nova Scotia and Canada have set aggressive decarbonization targets, including net-zero by 2050 and electricity sector net-zero by 2035. E1 emphasizes energy efficiency as critical to achieving these goals, highlighting technologies like heat pumps and renewable electricity. The province's Environmental Goals and Climate Change Reduction Act reinforces energy efficiency's role in emissions reduction.

2.3 STANDARDIZED FILING FRAMEWORK - This Application adopts the Standardized Filing Framework ("Framework"), intended to ensure consistent - content in DSM Plan filings, which was developed in consultation among E1, NS Power, and stakehold...

AI summary The Application adopts the Standardized Filing Framework, developed by E1, NS Power, and stakeholders, requiring DSM Plan filings to include alternate scenarios and align with NS Power's IRP. E1 challenges the IRP scenario's suitability due to recent legislative changes on renewable energy standards and coal retirements.

3. SETTLEMENT DSM PLAN

AI summary The document section introduces a Settlement DSM Plan, indicating a regulatory proceeding related to demand-side management initiatives in Nova Scotia. No further details or arguments are explicitly outlined in the provided text.

3.1 SUMMARY - The Settlement Plan represents a comprehensive suite of programs and service offerings which will - deliver approximately 412.7 GWh of affordable, incremental net energy savings and 96.7 MW (78.8 MW - from energy efficiency a...

AI summary The Settlement Plan delivers 412.7 GWh of energy savings and 96.7 MW of demand reduction, aligning with the 2020 IRP's DSM spending levels. It proposes a $173M investment (vs. $188M in the IRP) over 2023-2025, with a lifetime unit cost of $0.035/kWh. Past DSM programs have already saved ratepayers $1.5B.

Figure 2: 2021-2025 Energy Efficiency Investment (Settlement Plan) compared to 2020 IRP Reference Plan - 2 2021 tracked results and 2022 planned targets and spending were used for E1 Planned Results. - With a DSM investment of approximatel...

AI summary Figure 2 compares the 2021-2025 Energy Efficiency Investment Settlement Plan to the 2020 IRP Reference Plan. The Settlement Plan, with $58 million annual DSM investment, projects $543 million in lifetime ratepayer benefits, emphasizing energy efficiency as a key strategy.

Table 1: 2023-2025 Settlement Plan Year Investment a Lifetime Benefits b First-Year Energy Savings Lifetime Energy Savings Weighted Average Measure Life Peak EE Demand Savings Capacity Available DR Capacity Total Ro Cost Tes esource st (TR...

AI summary Table 1 presents the 2023-2025 Settlement Plan, outlining annual investments, energy savings, and other metrics for demand-side management programs. It includes details such as lifetime benefits, first-year and lifetime energy savings, peak demand savings, and administrative costs.

Annual avoided costs of energy and capacity and annual avoided $CO_2e$ emissions were provided by NS Power, from the 2020 IRP using the Base level of DSM for Scenario 2.0C. Avoided costs of transmission and distribution were provided by NS...

AI summary The Settlement Plan, based on the 2020 IRP and updated with 2021 data, outlines energy and capacity savings, CO2e reductions, and cost-effectiveness ratios. It includes details on avoided costs, lifetime benefits, and a 10-year program life for Demand Response (DR) and Energy Efficiency (EE) initiatives.

4. BALANCED PLAN APPROACH - E1 has determined that 412.7 GWh in energy savings and 96.7 MW of demand savings (78.8 MW from - energy efficiency and 17.9 MW from demand response) for 2023-2025 provide the best value to Nova - Scotians. E1 ha...

AI summary E1 proposes a balanced DSM portfolio with 412.7 GWh energy savings and 96.7 MW demand savings through 2025, emphasizing low-income investment (17-22%), residential-to-BNI investment splits, and innovation. The approach aligns with the Standardized Filing Framework and prioritizes affordability, diversity, and accessibility in program delivery.

4.1 SHORT- AND LONG-TERM ENERGY AND CAPACITY AVOIDANCE - DSM investments provide value to ratepayers immediately (e.g. bill savings and avoided fuel costs) and - over the long term (e.g. avoided investments in capacity and generation asset...

AI summary DSM investments offer immediate benefits (e.g., bill savings) and long-term advantages (e.g., avoided capacity investments). Dunsky Energy Consulting emphasizes short-term measures like energy-saving products and long-term market transformation through education and standards. The Settlement Plan balances these approaches.

4.2 PROGRAM DELIVERY COSTS - In the development of its Settlement Plan, E1 has taken into consideration cost-efficiencies and a full - accounting of value to minimize the cost of delivering saved energy in the near-term and to maximize the...

AI summary E1 outlines cost-efficiency strategies in its Settlement Plan, including benchmarking, competitive procurement, independent reviews, and process improvement. It emphasizes ongoing cost management aligned with its 2020-2022 DSM Plan and references the 2016-2018 DSM Resource Plan (M06733) for methodology validation.

4.2.1 C OST-EFFECTIVENESS TESTING FRAMEWORK In Nova Scotia, the cost-effectiveness screening test for DSM is the Total Resource Cost ("TRC") test at the program level. Cost-effectiveness testing is used to assess the relative value of DSM...

AI summary Nova Scotia uses the Total Resource Cost (TRC) test for Demand Side Management (DSM) programs, requiring a benefit-to-cost ratio of at least 1. The test compares program costs with avoided energy and supply-side costs, including capacity, transmission, and carbon. References include EfficiencyOne studies and an NSUARB order from 2011.

4.2.2 AVOIDED COSTS - E1 includes the avoided costs of energy, capacity, transmission, distribution, and carbon as benefits of - energy efficiency in the TRC test, and capacity, transmission and distribution as benefits of demand - respons...

AI summary E1 and NS Power discuss avoided costs from energy efficiency and demand response, using the 2020 IRP Reference Plan 2.0C. They argue that Scenario 3.1C better reflects legislated goals like retiring coal plants and achieving 80% renewable energy by 2030, as Scenario 2.0C underestimates benefits and negatively impacts cost-effectiveness tests.

WHY IS THE TRC TEST CONDUCTED AT THE PROGRAM LEVEL? The Board has established that the TRC test be applied at the program level, rather than the measure level, in accordance with industry best practices. Screening at the measure level is t...

AI summary The TRC test is applied at the program level rather than the measure level to allow for a more comprehensive and equitable delivery of demand-side management services. While individual measures may fail the TRC test, combining them into programs can result in overall cost-effectiveness. This approach also allows for consideration of future market developments and benefits for income-eligible customers.

6 TRC RESULTS FOR THE SETTLEMENT PLAN - 7 The Settlement Plan has an overall Benefit Cost Ratio ("BCR") of 2.0 (2.0 for energy efficiency programs - 8 and 1.1 for demand response). All programs have a BCR greater than 1 and thus pass at th...

AI summary The Settlement Plan has a Benefit Cost Ratio (BCR) of 2.0 for energy efficiency programs and 1.1 for demand response, passing the NSUARB approved level. The TRC Test results are presented in Table 2, with PAC Test results also included for informational purposes.

13 Table 2: 2023-2025 Settlement Plan Cost-Effectiveness Results by Program 2023-2025 Settlement Plan Total Resource Cost (TRC) Testa Program Administrator Cost (PAC) Testb Residential Energy Efficiency (EE) Programs Efficient Product Reba...

AI summary Table 2 presents the cost-effectiveness results of various energy efficiency and demand response programs under the 2023-2025 Settlement Plan. The data includes Total Resource Cost (TRC) and Program Administrator Cost (PAC) tests for different sectors, such as residential, business, and non-profit, with overall results indicating varying levels of cost-effectiveness across programs.

4.4 NON-ELECTRIC AND NON-ENERGY BENEFITS - DSM measures produce both non-electric and non-energy benefits and costs. Non-electric benefits - impact customer fuel consumption from sources other than grid-supplied electricity. Non-energy ben...

AI summary The text discusses non-electric and non-energy benefits of DSM measures, including impacts on customer fuel consumption and non-fuel costs. It highlights the inclusion of these benefits in the Settlement Plan modelling, emphasizing the importance of considering non-electric fuel costs to avoid biased results. E1 will continue promoting these benefits through marketing and outreach.

4.5 DIVERSITY OF PROGRAM DELIVERY - Diversity in program delivery is a crucial way to minimize risk and involves the diversification of measures, - markets and strategies. - The Settlement Plan includes a full suite of programs and strateg...

AI summary The Settlement Plan emphasizes the importance of diversity in program delivery to minimize risk by diversifying measures, markets, and strategies. E1 has developed a diversified portfolio to address a broad range of opportunities across all sectors, even when some opportunities have higher unit costs or lower benefit/cost ratios.

4.5.1 DIVERSE MEASURES - The Settlement Plan continues to diversify E1's measure mix. The Plan features 356 measures and 14 - energy efficiency and 2 demand response program components. E1 continues to see decreased reliance - on savings f...

AI summary The Settlement Plan diversifies E1's measure mix, featuring 356 measures and 14 program components, with a shift from residential LED lighting savings to increased savings from smart thermostats and lighting controls.

4.5.2 DIVERSE MARKETS - The Settlement Plan also engages in a diverse range of markets. The investment in the Residential and - BNI sectors is a 55/45% split in energy efficiency, with a focus of reducing barriers to reach a wide, diverse...

AI summary The Settlement Plan includes a 55/45% split in energy efficiency investments between residential and BNI sectors, targeting diverse customer groups such as homeowners, renters, building owners, and small businesses. It also emphasizes support for low-income customers, with a 177% increase in funding compared to the 2020-2022 DSM Plan.

4.5.3 DIVERSE STRATEGIES - The Settlement Plan includes diverse strategies that focus on both market-driven programs (such as - appliance retirement) and discretionary programs (such as Efficient Product Installation). The scenarios - offe...

AI summary The Settlement Plan includes diverse strategies such as appliance retirement and Efficient Product Installation, along with technical support and rebate programs. Efforts to research and develop a market transformation approach to support E1's traditional resource acquisition model are a key priority for 2023-2025. The upward range accounts for inflation and the impacts of COVID-19 since 2016.

4.6 BUSINESS RELATIONSHIPS AND MAINTENANCE OF MARKET PRESENCE Maintaining business relationships and market presence are key to minimizing risk and ensuring ratepayers get the best value for their investment. Creating stable conditions enc...

AI summary Maintaining business relationships and market presence is crucial for minimizing risk and ensuring value for ratepayers. E1's Settlement Plan ensures consistent investment in residential and BNI sectors, maintaining existing programs and relationships with various stakeholders.

4.7 ACCESS TO PROGRAMS BY ALL MARKET SECTORS AND RATE CLASSES BY ADDRESSING BARRIERS TO PARTICIPATION Equitable access to program benefits across all customer groups is a primary consideration in both program and plan design. In particular...

AI summary The Settlement Plan emphasizes equitable access to energy efficiency programs for all customer groups, including low-income households, Mi'kmaw communities, rental housing, and small businesses. It builds on E1's existing programs and addresses barriers to participation in DSM programming, as outlined in Attachment 1.

4.8 TRANSFORMATION OF THE NOVA SCOTIA MARKET E1 is in an increasingly complex DSM planning environment as the Nova Scotia market matures and continues to experience increasing transformation, particularly in the residential sector. The res...

AI summary E1 faces a more complex DSM planning environment as the Nova Scotia market evolves, particularly in the residential sector. The Settlement Plan introduces new residential behavior and low-income program components to drive further energy efficiency transformation and diversify retrofit projects.

e, entitled the Environmental Goals and Climate Change Reduction Act . This Bill set out targets and goals for climate change mitigation and adaptation and the reduction of greenhouse gas emissions … [26] Moreover, the Federal Government i...

AI summary The document discusses the Environmental Goals and Climate Change Reduction Act, upcoming Clean Fuel Standards, and NS Power's collaboration on the Atlantic Loop. It highlights the importance of updated avoided costs in energy efficiency and demand response planning, citing the impact of outdated Reference Plans on E1's DSM Plan.

1 Table 3: Avoided Costs Used in Assessing the Settlement Plan Item Description of Avoided Costs Avoided Costs of Energy • DSM Plan & RBIA: Avoided costs of energy were based on NS Power's 2020 IRP Reference Plan (scenario 2.0C) for energy...

AI summary The text discusses the avoided costs used in assessing the Settlement Plan, including energy, capacity, transmission and distribution, and carbon. These costs are based on NS Power's 2020 Integrated Resource Plan (IRP) Reference Plan (scenario 2.0C) and the Federal Policy Position Document, with specific assumptions for demand response and energy efficiency.

6. DETERMINING THE APPROPRIATE LEVEL OF ENERGY SAVINGS - The Settlement Plan results in energy savings of 120.7 GWh in 2023, ramping up to 149.5 GWh in 2025. - This level of energy savings was determined based on the following factors: - 2...

AI summary The Settlement Plan aims to achieve energy savings of 120.7 GWh in 2023, increasing to 149.5 GWh in 2025. These savings are based on the 2020 Integrated Resource Plan, stakeholder consultation, industry capacity and trends, the Environmental Goals and Climate Change Reduction Act, and market transformation.

6.1 THE 2020 INTEGRATED RESOURCE PLAN - Integrated resource plans are employed as foundational instruments to shape system planning and - operations, which informs such decisions as optimal supply alternatives including DSM. The IRP is - i...

AI summary The 2020 Integrated Resource Plan (IRP) by NS Power is a foundational tool for system planning and operations, informing decisions on optimal supply alternatives including Demand Side Management (DSM). The IRP aims to identify the lowest revenue option over a 25-year horizon and is essential for developing the DSM Plan. The 2020 IRP was developed through a stakeholder process and includes Reference Plan 2.0C, which is considered a key indicator for DSM investment levels.

DSM ENERGY SAVINGS - NS Power modelled various reference scenarios in the development of the IRP and selected Reference - Plan 2.0C as the scenario which will deliver the lowest net revenue requirements to the NS Power - electricity system...

AI summary The document discusses the development of the Integrated Resource Plan (IRP) and its impact on energy savings targets and avoided costs. E1 argues that the Settlement Plan better reflects recent climate initiatives and legislation, providing a more accurate assessment of avoided costs and energy savings compared to the IRP Reference Plan 2.0C.

6.2.1 THE ROLE OF DSM IN THE CLIMATE CHANGE EMERGENCY NS Power's 2020 IRP reflected themes of decarbonization, with all scenarios adhering to the Province of Nova Scotia's Sustainable Development and Goals Act emissions targets, as well as...

AI summary NS Power's 2020 Integrated Resource Plan (IRP) emphasized decarbonization and included demand-side management (DSM) options. However, the 2030 coal phase-out and renewable energy targets have accelerated, requiring more aggressive DSM to meet emissions goals. E1 has contributed significantly to reducing emissions through energy efficiency programs.

7.1 AFFORDABILITY - Affordability is a critical factor in DSM planning. In its decision on the 2016-2018 DSM Plan, the Board - stated it is, " specifically directed by the 2014 amendments to the PUA to address the issue of - affordability....

AI summary Affordability is a critical factor in DSM planning, as highlighted by the Board's 2016-2018 DSM Plan decision. The Board is directed by the 2014 amendments to the PUA to address affordability, though the legislation does not provide specific parameters for determining affordability. E1 considers various factors, including the best interests of ratepayers, alignment with the 2020 IRP, and the Settlement Plan's affordability and risk profile.

7.1.1 THE BEST INTERESTS OF THE RATEPAYER - THE BEST INTERESTS OF RATEPAYERS INCLUDES BOTH SHORT- AND LONG- - TERM AFFORDABILITY - A Settlement Plan that balances short- and long-term affordability is in the best interests of ratepayers. -...

AI summary The best interests of ratepayers include both short- and long-term affordability. The NSUARB emphasizes that a balanced approach is necessary, as focusing solely on short-term costs may neglect long-term savings from well-implemented DSM programs. This is supported by past decisions and subsections of the Public Utilities Act.

BALANCING SHORT- AND LONG-TERM AFFORDABILITY The Settlement Plan seeks to maximize value for ratepayers by balancing short- and long-term affordability. This is accomplished through a DSM Plan that incorporates the needs and best interests...

AI summary The Settlement Plan aims to balance short- and long-term affordability for ratepayers by emphasizing the cost-effectiveness of Demand Side Management (DSM) over fuel alternatives. DSM is shown to be significantly cheaper than fuel, leading to substantial fuel savings. The plan aligns with legislative requirements and considers the best interests of customers.

Table 4: Cost Difference of DSM and Fuel Cost Difference of DSM & Fuel Year (Difference $ per kWh) (Difference as a % of DSM cost) 2015 0.031 171% 2016 0.029 183% 2017 0.024 129% 2018 0.037 196% 2019 0.040 212% 2020 0.046 219% 2021 0.052 2...

AI summary Table 4 shows the cost difference between Demand Side Management (DSM) and fuel from 2015 to 2021, highlighting increasing differences in both dollar and percentage terms. The Settlement Plan offers significant avoided costs to ratepayers with a total investment of $173 million, aiming for 4,681 GWh of energy savings over time.

PAYBACK PERIODS ARE REASONABLE DSM is a long-term investment with lasting benefits and considerable lifetime savings, yet the Settlement Plan also contributes to short-term and immediate ratepayer benefits. In the short-term, the Settlemen...

AI summary The Settlement Plan for DSM is a long-term investment with immediate and cumulative benefits, achieving 412.7 GWh of energy savings by 2025 and full payback by 2027. The investment of $173 million is expected to be offset by $114 million in avoided utility costs, with full payback no later than 2029 for any single rate class. This approach is in the best interest of ratepayers by leveraging lower current investment costs and mitigating long-term inflation impacts.

7.2 JURISDICTIONAL SCANS The Settlement Plan considered both utility-specific and statewide data made available in The 2020 Utility Energy Efficiency Scorecard and The 2020 State Energy Efficiency Scorecard , respectively. In doing so, it...

AI summary The Settlement Plan uses data from the 2020 Utility and State Energy Efficiency Scorecards to propose a reasonable investment in Demand Side Management (DSM) and energy efficiency, aligning with NS Power revenues and aiming toward investment levels seen in other jurisdictions.

7.3 DSM INVESTMENT SHOULD ECLIPSE A MINIMUM LEVEL OF NET INCREMENTAL SAVINGS AS A PERCENTAGE OF THE UTILITY'S RETAIL SALES Historically, E1 has used a metric of percentage of energy savings to electricity sales and/or load. As will be disc...

AI summary The document argues that DSM investment should exceed a minimum level of net incremental savings as a percentage of the utility's retail sales. It notes that E1 has historically used a metric of percentage of energy savings to electricity sales and load, but Nova Scotia continues to lag behind other jurisdictions despite E1's proven track record of affordability.

Forecast) Year Board-Approved GWh % of Electricity Load 2015 121.1 1.1 2016 133.1 1.2 2017 136.5 1.3 2018 136.3 1.2 2019 127.2 1.1 2020 119.2 1.1 2021 121.5 1.1 2022 127.1 1.2 Nova Scotia has remained stagnant at or near the 1.1% metric ov...

AI summary Nova Scotia's energy efficiency performance has remained stagnant at or near 1.1% over the last Plan period, missing cost-effective opportunities. The Settlement Plan proposes a modest increase to 1.2% of electricity load, aiming to address the widening gap and align with leading jurisdictions.

7.4 DSM SPENDING SHOULD ECLIPSE A MINIMUM PERCENTAGE OF UTILITY REVENUE This 2020 Utility Energy Efficiency Scorecard also provides data pertaining to the amount of energy efficiency spending relative to a given utility's total revenue[31]...

AI summary The document argues that Nova Scotia's Demand Side Management (DSM) spending should exceed a minimum percentage of utility revenue, referencing data from the 2020 Utility Energy Efficiency Scorecard. It highlights that leading U.S. states like Massachusetts, Vermont, and Maine spent significantly higher percentages of their revenue on energy efficiency programs compared to Nova Scotia.

7.5 DSM IN NOVA SCOTIA TRAILS INVESTMENT LEVELS OF LEADING AMERICAN JURISDICTIONS AS A PERCENTAGE OF REVENUE In 2020, Nova Scotia ratepayers spent approximately $1.5 billion on electricity. However, in contrast to leading American jurisdic...

AI summary In 2020 and 2021, Nova Scotia's investment in Demand Side Management (DSM) as a percentage of total electricity revenue was significantly lower than in leading American jurisdictions. The Settlement Plan proposes increasing this to 3.5% by 2023, which E1 considers reasonable, though still below the average of major U.S. utilities.

8.1 THE SETTLEMENT PLAN ALIGNS WITH THE NS POWER 2020 IRP The Settlement Plan will enhance DSM deliverables and effectiveness by increasing DSM spending to a level that ensures unity with Nova Scotia's current and future energy landscape,...

AI summary The Settlement Plan aligns with the 2020 Integrated Resource Plan (IRP) by enhancing Demand Side Management (DSM) spending and ensuring investment levels match the Reference Plan. The plan's investment trajectory is designed to align with the IRP by 2025, with cumulative investments of $173M compared to the Reference Plan's $188M.

8.1.1 THE SETTLEMENT PLAN IS TRANSITIONAL The Settlement Plan is intentionally transitional by providing enhanced programming that is responsive to recent legislative changes. It proposes an increase in DSM investment that is critical to c...

AI summary The Settlement Plan is a transitional framework aimed at increasing Demand Side Management (DSM) investment to align with Integrated Resource Plan (IRP) levels, addressing past underinvestment and incorporating stakeholder feedback. Part of the increase is due to inflation, while the rest targets specific areas identified through consultation.

2023-2025 DSM Plan Settlement Plan 2022 Investment Ramp up to 2023 Millions $ 2022 DSM Investment Approved 41.0 Re-introduction of Low-Income Homeowner Program 8.1 Expansion of Services to Mi'Kmaw Communities 1.1 Re-introduction of Behavio...

AI summary The 2023-2025 DSM Plan Settlement Plan outlines investments and program adjustments for demand-side management in Nova Scotia. Key items include a re-introduction of low-income homeowner programs, expansion of services to Mi'Kmaw communities, and inflationary increases. The plan also includes a wind-up of new home construction and a decrease in existing program investments, resulting in a total investment of $53 million for 2023.

Table 6: Federal Carbon Pollution Pricing Benchmark Values Used for This Analysis Year Federal Carbon Pollution Pricing Benchmark ($/tonne) 2020 $30 2021 $40 2022 $50 2023 $65 2024 $80 2025 $95 2026 $110 2027 $125 2028 $140 2029 $155 2030...

AI summary Table 6 outlines federal carbon pollution pricing benchmark values from 2020 to 2030 and beyond, used to calculate avoided costs of carbon from Demand Side Management (DSM). The DICE methodology compares carbon emissions between scenarios with and without DSM to determine savings intensity and avoided costs per MWh saved.

8.3.1 HISTORICAL RBIA E1's 2021 Historical RBIA indicates that ratepayers are already positioned to accrue aggregate bill savings in excess of $1.5 billion between 2011 and 2038 as a result of past DSM activities between 2011 and 2022. [Fi...

AI summary E1's 2021 Historical RBIA shows that ratepayers could save over $1.5 billion in aggregate bill savings between 2011 and 2038 due to past Demand Side Management (DSM) activities from 2011 to 2022. Figure 7 illustrates the average rate and bill impacts of DSM by rate class based on historical data.

8.3.2 2023-2025 RBIA Investment at the Settlement Plan level would result in average rate impacts that range between -0.1% and 1.0% by rate class, averaged over the lifetime of measures [(Figure 8)](#page-55-0). These figures are calculate...

AI summary The 2023-2025 RBIA discusses the impact of DSM activities on average rates and customer bills. Investment at the Settlement Plan level would lead to average rate impacts ranging from -0.1% to 1.0% by rate class, with average participants experiencing bill reductions between 1.2% and 7.9%.

BY INCREMENTAL DSM Using the 2021 Historical RBIA, DSM induced a rate pressure that ranged from 1.8 to 4.0% across all rate classes. As the 2022 DSM investment of $41 million has already been approved, this investment is already rate-embed...

AI summary The 2021 Historical RBIA showed rate pressure from DSM ranging between 1.8% to 4.0%. The 2022 DSM investment of $41M is already rate-embedded and should not be double-counted. The 2023-2025 DSM Plan will only induce rate pressure from the incremental investment above $41M annually, which is expected to be minimal. DSM is highlighted as a long-term investment and savings mechanism with significant customer benefits.

8.4 DSM AS THE LEAST COST OPTION Energy efficiency is affordable on the basis that it is the lowest cost fuel source available to NS Power and should for this reason be the first choice for ratepayers. However, a mere comparison of the cos...

AI summary Energy efficiency is presented as the lowest cost fuel source for NS Power and should be the first choice for ratepayers. Increased investment in DSM reduces collateral costs, which are otherwise passed on to ratepayers when investing in other fuel sources.

8.4.1 THE INCREASE IN ENERGY SAVINGS ACCOMPLISHED BY THE SETTLEMENT PLAN ALIGNS WITH THE TREND IN OTHER JURISDICTIONS The trend in most jurisdictions has been to increase investment levels in energy efficiency. The level of investment in e...

AI summary The Settlement Plan increases energy savings by 12%, aligning with trends in other jurisdictions that have raised energy efficiency investments. This increase is consistent with the Integrated Resource Plan (IRP) and aims to achieve optimal Demand Side Management (DSM) levels, providing long-term benefits to ratepayers.

8.5 THE COMPARATIVE COST OF DSM TO OTHER FUELS AND RESOURCE SOURCES Energy efficiency continues to be the lowest cost option as compared to any alternate fuel source used for the production of electricity in Nova Scotia. [Table 8](#page-59...

AI summary Energy efficiency is identified as the lowest-cost option compared to other fuel sources for electricity production in Nova Scotia. Table 8 compares the cost of Demand Side Management (DSM) to NS Power's average fuel costs.

1 Table 8: Comparison of the Cost of DSM to NS Power's Average Fuel Costs V DSM Cost NS Pow ver Avg. Cost Difference Between DSM & Fuel Year ($ per kWh) Change Change (%) ($ per kWh) Change Change (%) ($ per kWh) Fuel as % of DSM 2015 0.01...

AI summary Table 8 compares the cost of Demand Side Management (DSM) to Nova Scotia Power's average fuel costs from 2015 to 2021. It shows the cost per kWh for DSM and NS Power, changes in costs, and the difference between DSM and fuel costs, with fuel costs as a percentage of DSM costs.

8.6 ENERGY EFFICIENCY IS THE LEAST RISK OPTION - 18 Energy efficiency is a low-risk energy investment as there is: - Certainty with respect to the level in investment; - No unexpected costs associated with an investment in energy efficienc...

AI summary Energy efficiency is presented as the least risky investment option due to its predictable costs, capped spending, and consistent program performance. Unlike other fuel sources, it avoids unexpected costs and volatility, ensuring ratepayer stability. E1's consistent administration of efficiency programs further supports this claim.

8.7 LONG-TERM COST SAVINGS - Each year in which the approved investment level of DSM is below the level established in the IRP, Nova - Scotians forego the full short- and long-term benefits possible through energy efficiency. - The cumulat...

AI summary The text highlights the long-term cost savings lost due to underinvestment in Demand Side Management (DSM) by Nova Scotia Power (NSP). It states that consistent under-spending on energy efficiency has cost ratepayers approximately $328 million since 2015, as investment levels fell short of those outlined in the Integrated Resource Plan (IRP).

1 Table 9: Comparison of First-Year Energy Savings as compared to 2013 Potential Study EfficiencyOne Comparison of First-Year Energy Savings as compared to 2013 Potential Study Year 2015 2016 2017 2018 2019 2020 2021 2022 Total Potential S...

AI summary Table 9 compares first-year energy savings from the 2013 Potential Study with NSUARB-approved levels for EfficiencyOne, showing a consistent shortfall in energy savings across multiple years. The table also includes measure life and total shortfall over the lifetime of the measures.

3 Table 10: Total Fuel Costs Incurred due to savings shortfall as compared to 2013 Potential Study Year Total GWh Cost of Fuel per kWh Total Costs Incurred due to Shortfall ($ millions) 2015 (42.8) (42.8) 0.049 2.1 2016 (42.8) (37.9) (80.7...

AI summary Table 10 presents the total fuel costs incurred due to a savings shortfall compared to the 2013 Potential Study, showing the cumulative savings shortfall in gigawatt-hours (GWh) and the associated costs in millions of dollars from 2015 to 2036. The table highlights the increasing costs over time before stabilizing in later years.

9. UNDERSERVED MARKETS AND DIVERSE COMMUNITIES As a Guiding Principle under the Settlement Plan, E1's programs and initiatives must be accessible on an equitable and non-discriminatory basis to all ratepayers. To accomplish this, it is cri...

AI summary The Settlement Plan emphasizes equitable access to E1's programs, particularly for underserved and low-income communities. It includes initiatives to increase accessibility, remove barriers, and expand education and outreach. The plan aims to achieve 17-22% of total investment in low-income support, reflecting recent census data on low-income prevalence in Nova Scotia.

9.1 DSM ACCESSIBILITY AND PARTICIPATION BARRIERS - The 2020-2022 DSM Plan identified numerous ways in which certain markets and communities in Nova Scotia are impeded from accessing and participating in DSM programs, from both a Residentia...

AI summary The 2020-2022 DSM Plan identified barriers to DSM program participation in Nova Scotia, including affordability, lack of information, and resource constraints. These barriers affect both residential and BNI sectors, with specific challenges such as up-front costs, internal competition for capital, and payback periods.

9.2 THE SETTLEMENT PLAN WILL EXPAND PROGRAMMING FOR UNDERSERVED MARKETS AND DIVERSE COMMUNITIES Increased investment in DSM programming for low-income, Mi'kmaw and diverse communities is both urgent and in alignment with the requirement fo...

AI summary The Settlement Plan aims to expand DSM programming for underserved markets and diverse communities, including low-income and Mi'kmaw populations. E1 will invest $35.8 million, a 177% increase, with a focus on equity and non-discrimination. Initiatives include the Affordable Single-family Home program and support for Mi'kmaw and African Nova Scotian communities.

10. DEMAND RESPONSE $5.0 million in succession between 2023 and 2025. The 2020 IRP found that Demand Response (DR) was a long-term cost-effective and flexible grid resource for the utility and selected its inclusion. In an effort to align...

AI summary The 2020 Integrated Resource Plan (IRP) recognized Demand Response (DR) as a cost-effective and flexible grid resource. E1 has included a dedicated DR pilot portfolio under the Settlement Plan, with an investment of $10.0 million and increased annual spending from 2023 to 2025.

10.1 DEMAND RESPONSE IS A KEY UTILITY RESOURCE THAT BUILDS UPON EXISTING COLLABORATION Demand Response serves as a key resource for utilities in that it modifies and reduces system coincident peak demand by shifting the load demand from pe...

AI summary Demand Response (DR) is highlighted as a key utility resource that modifies and reduces peak demand. Collaborative efforts between E1 and NS Power have led to pilot programs, informed by the 2020 Integrated Resource Plan (IRP). While DR is seen as critical for reducing winter peak demand and capital expenditures, current assessments suggest that the utility costs for DR programming outweigh the benefits, requiring quantifiable evidence for inclusion in cost-effectiveness testing.

10.2 DEMAND RESPONSE SHOULD BE TREATED AS A PERFORMANCE INDICATOR As a new portfolio item that will introduce an additional 17.9 MW of capacity to the grid by the end of 2025, DR will become an important contributor toward the overall 96.7...

AI summary E1 argues that demand response (DR) should be treated as a performance indicator between 2023 and 2025, given its role in contributing to system-peak demand savings under the 2023-2025 DSM Plan and its complementarity with demand reduction activities under the Settlement Plan.

11. PERFORMANCE TARGETS - E1's success in implementing an approved DSM Plan is evaluated through Performance Targets. The - Standardized Filing Framework sets out the performance targets and thresholds which must be met - through the execu...

AI summary E1's performance in implementing the DSM Plan is evaluated through cumulative annual energy and peak demand savings targets. Substantial compliance is achieved with 90% attainment. E1 also proposes new Demand Response activities under the Settlement Plan, aiming for a 17.9 MW reduction over three years as a performance indicator.

12.1 HISTORICAL RATE AND BILL IMPACT ANALYSIS Currently, E1 files a historical RBIA on, or before, October 31 of each year. The historical RBIA estimates the high-level, long-term impact to rates and bills of all DSM activities up to and i...

AI summary E1 proposes to stop filing the historical RBIA annually except during DSM Plan Application years, citing limited utility and resource consumption. The change aims to reduce internal costs and has minimal impact on stakeholder assessments of DSM Plan performance.

12.2 PERFORMANCE ALIGNMENT STUDY IMPLEMENTATION The Board, in its decision in M09096, required E1 "to file terms of reference for the investigation of overestimation of costs by October 31, 2019, and to conclude the investigation and file...

AI summary The Nova Scotia Utility and Review Board directed E1 to conduct a Performance Alignment Study following its decision in M09096. Synapse Energy Economics Inc. provided feedback, recommending improvements to budget reconciliation, jurisdictional review, reporting, and internal vetting processes. E1 responded by enhancing reporting practices and conducting a jurisdictional scan to inform the 2023-2025 DSM Plan.

13. ALTERNATE SCENARIO - Pursuant to the Board directive, [43](#page-72-2) E1 is required to file one or more alternate scenarios (the "Alternate - Scenario") in addition to its Settlement Plan filing. - In the stakeholder engagement proce...

AI summary E1 is required to file an Alternate Scenario as part of its Settlement Plan filing, in compliance with the Board's directive. This scenario includes a fully costed DSM approach, influenced by stakeholder engagement and legislative changes that accelerated fossil fuel electricity production shutdowns.

13.1 OVERVIEW - The Alternate Scenario represents a total investment in energy efficiency and demand reduction of - $160.1 million over the 2023-2025 DSM Plan. The scenario projects 4,469 GWh of lifetime energy savings - utilizing a portfo...

AI summary The Alternate Scenario involves a total investment of $160.1 million in energy efficiency and demand reduction over the 2023-2025 DSM Plan, projecting 4,469 GWh of lifetime energy savings. It has a first-year energy savings of 377.3 GWh, which is 1.1% of NS Power's load and 12% less than the Settlement Plan. E1 notes that the scenario's benefits may be understated due to conservative avoided costs in the IRP Reference Plan 2.0C.

14. CONCLUSION - The Settlement Plan has been developed utilizing the historical knowledge and expertise of E1 in the best - interests of Nova Scotia ratepayers. The Plan incorporates the accumulated market knowledge and - intelligence col...

AI summary The Settlement Plan, developed by E1, aims to generate energy savings and system-peak demand reductions through a $173 million investment. It aligns with climate initiatives and provides affordable demand-side management measures for Nova Scotia ratepayers.

1 Table 1: Residential Sector Barriers to Participation & Mitigating Strategies Program Program Component Description Target Market Segment Market and/or Participant Barriers and How they are Addressed in the Settlement Plan Instant Saving...

AI summary The table outlines barriers to participation in the Instant Savings program, including affordability, awareness, and accessibility, along with mitigating strategies such as point-of-sale rebates, in-store education, and marketing efforts to increase participation in energy-efficient product purchases.

EXISTING RESIDENTIAL Residential Behaviour The Residential Behaviour program component plans to provide tools and insights that will encourage Nova Scotians to adopt more energy conscious behaviours and activities, leading to electricity s...

AI summary The Residential Behaviour program aims to provide tools and insights to encourage Nova Scotians to adopt more energy-conscious behaviours, leading to electricity savings and reduced utility bills. It targets all residential customers, including renters and owners, by addressing barriers such as lack of actionable energy insights and short decision periods through personalized feedback and cross-promotion of programs.

1. INTRODUCTION EfficiencyOne's (E1) 2023-2025 Demand Side Management (DSM) Resource Plan (Settlement Plan) represents a meaningful and ambitious level of energy efficiency and greenhouse gas (GHG) emission reductions at a time when the cl...

AI summary EfficiencyOne's 2023-2025 Demand Side Management (DSM) Resource Plan aims to deliver cost-effective energy efficiency and demand response initiatives to support the transition to a cleaner electricity system. The plan aligns with federal and provincial net zero goals and builds on E1's 12-year history of successful DSM programs, resulting in significant annual savings and emissions reductions.

1.1 TODAY'S PLANNING LANDSCAPE - The planning landscape for electricity demand side resources is changing quickly in Nova Scotia, driven by - factors such as progressing market transformation, emerging technologies, evolving customer expec...

AI summary The planning landscape for electricity demand side resources in Nova Scotia is evolving rapidly due to market transformation, emerging technologies, customer expectations, and climate change goals. Key influences include the 2020 Integrated Resource Plan, climate change goals, the global COVID-19 pandemic, and market transformation.

1.1.1 2020 INTEGRATED RESOURCE PLAN RESULTS Since E1's 2020-2022 DSM Plan was developed and approved, NS Power conducted a new IRP which was used to inform the development of the Settlement Plan. NS Power's 2020 IRP reflected themes of dec...

AI summary The 2020 Integrated Resource Plan (IRP) by NS Power included demand side management (DSM) and demand response (DR) strategies, with Scenario 2.0C selected as the reference plan. The plan outlines energy savings, capacity targets, and the need for an electrification strategy. E1 anticipates participating in future initiatives but notes uncertainty around funding and implications for DSM.

1.1.3 THE GLOBAL COVID-19 PANDEMIC The onset of the global COVID-19 pandemic presented challenges and opportunities for delivering DSM activities in Nova Scotia. The pandemic impacted elements of E1's business operations throughout 2020 an...

AI summary The global COVID-19 pandemic significantly impacted E1's ability to deliver DSM activities in Nova Scotia due to lockdowns, supply chain issues, and labor shortages. However, it also created opportunities for innovation in service delivery, such as virtual audits and addressing building air quality. E1 fell short of its 2020 and 2021 DSM Plan targets but used insights from the pandemic to inform its Settlement Plan and support economic recovery through energy efficiency.

1.1.4 TRANSFORMATION OF THE NOVA SCOTIA MARKET Within the changing energy industry, E1 faces an increasingly complex DSM planning environment as the Nova Scotia market matures and transforms, particularly in the residential sector. The res...

AI summary E1 is addressing the evolving DSM planning environment in Nova Scotia as the market matures, particularly in the residential sector. The 2023-2025 DSM portfolio includes new programs such as residential behavior initiatives, low-income programs, and expansion into more complex retrofit projects and new construction market transformation through Enabling Strategies.

1.2.1 OVERVIEW The Settlement Plan delivers demand side resources to Nova Scotia ratepayers in support of achieving NS Power's long-term electricity strategy as provided in the IRP. The Settlement Plan offers a portfolio of DSM services th...

AI summary The Settlement Plan provides demand side management (DSM) services to Nova Scotia ratepayers as part of NS Power's long-term electricity strategy. It focuses on cost-effectiveness, accessibility, and affordability, with a shift toward peak demand reduction and capacity-focused initiatives like demand response. The plan aims to lower energy costs, support the local economy, and improve grid flexibility.

1.2.2 OBJECTIVES OF THE 2023-2025 DSM RESOURCE PLAN - There are three main objectives of the Settlement Plan: - 1. deliver cost-effective demand side resources that support the successful implementation of a long- term electricity strategy...

AI summary The 2023-2025 DSM Resource Plan aims to deliver cost-effective demand side resources, ensure equitable access to services, and conduct transparent planning that incorporates stakeholder input and supports climate and affordability goals.

1.3 THE NEXT DECADE OF DSM Nova Scotians have been achieving considerable energy, cost, and emissions savings through energy efficiency over the past ten years. But the current climate outlook requires further transition to clean energy re...

AI summary Nova Scotians have made progress in energy efficiency over the past decade, but more action is needed to meet climate and energy goals. The 2020 Integrated Resource Plan (IRP) aims for 2,800 GWh of efficiency by 2045, but progress has lagged due to the pandemic. The Settlement Plan seeks to address this gap and support future energy efficiency efforts.

1.3.1 KEY ENHANCEMENTS & NEW DEVELOPMENTS IN 2023-2025 In the development of the Settlement Plan, E1 consulted external subject matter experts and leveraged internal expertise from having delivered energy efficiency programs since 2010 to...

AI summary The Settlement Plan was developed with input from external experts and internal energy efficiency program experience since 2010. DSM Planning Teams worked on new initiatives and enhancements to address market saturation, participation barriers, and gaps in existing programs, as outlined in Table 1 and referenced sections.

4 Table 1: New Initiatives and Key Enhancements in the 2023-2025 Settlement Plan Title Type of Initiative Section Reference Residential Affordable Single-family Homes New program component in the residential sector Section 4.2.2.6 Point-of...

AI summary The text outlines new initiatives and key enhancements in the 2023-2025 Settlement Plan, including new program components and enhancements in residential, BNI, and cross-sector initiatives, such as demand response programs, market transformation, and beneficial electrification.

2. DEVELOPMENT APPROACH & DETAILS The Settlement 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. E1 used a multi-ph...

AI summary The Settlement Plan was developed through a multi-phase process to deliver cost-effective energy and system-peak demand savings for Nova Scotia ratepayers. E1, with support from Guidehouse and Energy Futures Group, engaged stakeholders, modelled scenarios, refined assumptions, and aligned with NS Power to finalize the 2023-2025 DSM Plan.

2.1 STAKEHOLDER ENGAGEMENT IN THE DEVELOPMENT PROCESS In developing the Settlement Plan, E1 leveraged lessons learned from the 2020-2022 DSM Plan to enhance the development process and demonstrate responsiveness to stakeholder feedback. Wh...

AI summary E1, Electricity Efficiency Nova Scotia, improved stakeholder engagement in the Settlement Plan development by learning from the 2020-2022 DSM Plan process. Stakeholders requested earlier engagement, particularly regarding DSM scenarios and modelling. E1 implemented a comprehensive plan involving early materials, meetings, and feedback mechanisms to ensure transparency and responsiveness.

3 Table 2: DSMAG Stakeholder Engagement Timelines in the 2023-2025 Settlement Plan Development First Quarter of 2021 Kick-off meetings with stakeholders, including: • NS Power • Consumer Advocate March 24 to April 16 • Small Business Advoc...

AI summary The document outlines the timeline for stakeholder engagement in the development of the 2023-2025 Settlement Plan by the DSMAG, including meetings, circulation of reports, and submission of comments from various stakeholders such as NS Power, the Consumer Advocate, and Synapse Energy Economics.

5 6 Figure 4: Other Stakeholder Groups that E1 engaged in the DSM Plan Development

AI summary This section references Figure 4, which outlines other stakeholder groups that E1 engaged with during the development of the DSM Plan. The figure is referenced but not described in detail in the text.

8 2.1.3 CUSTOMER INSIGHTS - 9 As part of the development of its Settlement Plan, E1 commissioned Narrative Research to undertake a - 10 quantitative research study to assess perceptions on a variety of topics related to energy efficiency a...

AI summary E1 commissioned a survey to gather insights on energy efficiency perceptions in Nova Scotia. The survey found that while most Nova Scotians are aware of E1's brand, there is a need to improve awareness and uptake of its Energy Solutions Advisor services. Cost was identified as a major barrier to participation, and Nova Scotians recognized the importance of funding DSM initiatives for climate action and energy conservation.

2.1.4 INTERNAL SUBJECT MATTER EXPERTS - E1's internal subject matter experts (SMEs) have frequent communication with customers, partners and - other market actors and provide significant knowledge into current market conditions and trends....

AI summary E1's internal subject matter experts (SMEs) engage with customers, partners, and market actors to provide insights on market conditions and trends. Their involvement during the DSM Plan development process helped refine model inputs and ensure the Settlement Plan is deliverable and achievable.

STRATEGIC THEMES The 2020 IRP Reference Plan – demand side resources are planned in support of the successful implementation of a long-term electricity strategy for delivery of safe, reliable, affordable, and clean electricity that is in t...

AI summary The 2020 Integrated Resource Plan (IRP) emphasizes demand side management (DSM) as a key strategy for achieving safe, reliable, and clean electricity while supporting climate change mitigation. The Settlement Plan aims to increase utility avoided costs for customers, based on the lowest revenue requirement identified in the IRP Reference Plan.

2.2.2 PORTFOLIO-WIDE ASSUMPTIONS & DESIGN OBJECTIVES - E1's key global assumptions and design objectives for all modelled scenarios align with both the Plan's - Guiding Principles and the Standardized Filing Framework (SFF). Specifically,...

AI summary E1's assumptions and design objectives for the 2023-2025 DSM Plan align with the Standardized Filing Framework and Guiding Principles, emphasizing balance between energy and capacity avoidance, program delivery costs, and accessibility. The Balanced Portfolio section outlines how these principles are applied in the development of the DSM Plan scenarios.

1 2.2.2.1 BALANCED PORTFOLIO – THE FRAMEWORK - On 22 July 2016, E1 filed a Consensus Agreement with the NSUAR[B11](#page-120-1) 2 . The Consensus Agreement was - 3 executed by E1, NS Power, the CA, the SBA, the IG, the MEU, the AEC, and th...

AI summary E1 filed a Consensus Agreement on 22 July 2016, which includes Demand Side Management Standards aimed at ensuring consistency in DSM planning and evaluation, consolidating regulatory decisions, and balancing DSM objectives for customer benefit.

14 Table 3: Balanced Plan Aspects Addressed in the Settlement Plan Balanced Plan Aspects 2023-2025 Settlement Plan Short- and long-term energy and capacity avoidance • resource acquisition (measures with a diversity of short- and long-term...

AI summary Table 3 outlines aspects of the 2023-2025 Settlement Plan, including energy and capacity avoidance, program delivery costs, avoided investments, and non-electric benefits. It highlights strategies for managing costs, incentive setting, and incorporating customer perception into measure mix decisions.

- 3 objectives were applied to the Settlement Plan: - 4 investment in low-income (LI): 17% to 22% of total energy efficiency portfolio investment; - 5 investment split: 50% Residential (Res) and 50% BNI programs; and 1 • energy savings spl...

AI summary The Settlement Plan includes three objectives, with a focus on low-income investment, residential and BNI program splits, and energy savings distribution. Table 4 outlines key global assumptions for the plan, differentiating model inputs for EE, DR, and both.

7 Table 4: Key Global Assumptions in the 2023-2025 Settlement Plan Development Key Global Assumptions Model ITEM DESCRIPTION OF MODEL INPUTS & ASSUMPTIONS EE DR • Avoided costs of both energy and capacity were based on NS Power's 2020 IRP...

AI summary The document outlines key global assumptions used in the 2023-2025 Settlement Plan Development, including avoided costs based on NS Power's 2020 IRP Scenario 2.0C and the Federal Policy Position on carbon pricing. Transmission and distribution costs are adjusted for inflation, and carbon avoided costs are calculated using a federal backstop trajectory of $170 per tonne by 2030.

3 2.3.1 OBJECTIVES OF THE MODELLING PROCESS - 4 The modelling process, and its associated software tools, were used to support the quantitative - 5 development of the Settlement Plan for both EE and DR. Modelling and software tools support...

AI summary The modelling process supports the quantitative development of the Settlement Plan for Energy Efficiency (EE) and Demand Response (DR). It provides detailed cost effectiveness, energy and demand impacts, participation estimates, and investment views to aid in regulatory processes and performance measurement.

18 2.3.2.1 ENERGY EFFICIENCY MODEL - 19 The "Model" is a DSM portfolio design tool used to inform E1's DSM Resource Plans. E1 engaged - 20 Guidehouse, formerly Navigant Consulting, to provide its ProCESS™ short-term DSM planning tool for t...

AI summary The document describes the use of Guidehouse's ProCESS™ model, a short-term DSM planning tool, in the development of E1's 2020-2022 DSM Plan. The model is based on Analytica® software and uses input data such as line loss factors, customer rate information, and measure technical details to inform the Settlement Plan.

2.3.2.2 DEMAND RESPONSE MODEL Guidehouse completed DR modelling using its DRSim™ model, which was also used in E1's 2019 Potential Study. The steps to running the model are outlined i[n Table 5.](#page-125-0) These steps were updated for t...

AI summary Guidehouse used the DRSim™ model for demand response (DR) modelling, which was also used in E1's 2019 Potential Study. The model's steps were updated for the 2023-2025 DR model. A potential study framework is used for DR due to the lack of historical data, unlike energy efficiency (EE) modelling.

Table 5: DR Modelling Steps[14](#page-125-1) Step 1: Market Characterization • Characterize market for DR potential estimation: number of customers and coincident peak load estimates by customer class and building type. Step 2: Develop Bas...

AI summary Table 5 outlines the six steps involved in Demand Response (DR) modelling, including market characterization, baseline projections, defining DR options, developing assumptions, estimating capacity and costs, and conducting scenario analysis. The table is adapted from a 2019 study by Navigant Consulting and references Exhibit N-1 from EfficiencyOne.

8 2.3.3 THE MODELLING PROCESS - 9 The 2023-2025 Settlement Plan modelling process includes the following six phases: - 10 1. Model Configuration - 11 2. Measure Characterization - 12 3. Estimation of Participation - 13 4. Model Interactivi...

AI summary The 2023-2025 Settlement Plan modelling process consists of six phases: Model Configuration, Measure Characterization, Estimation of Participation, Model Interactivity of EE and DR, Review, Revision, and Vetting, and Quality Assurance. These phases are illustrated in Figure 9 and further described in subsequent sections.

2.3.3.1 PHASE 1 – MODEL CONFIGURATION - The model configuration process involves the initial configuration of the modelling tools associated with the Settlement Plan development: - 1. the DRSim™ model, which models DR activities within the...

AI summary Phase 1 of the model configuration process involves setting up the DRSim™ and ProCESS™ models for the Settlement Plan. This includes adjusting parameters such as cost effectiveness testing methodology and administrative cost build-out, as well as inputting initial assumptions like avoided cost information and electricity retail rates.

2.3.3.2 PHASE 2 – MEASURE CHARACTERIZATION This modelling phase includes the detailed characterization of E1's measures, and the mix of measures it incorporates in both programs and program components. Key variables associated with each me...

AI summary This section discusses Phase 2 of the measure characterization process for E1's energy efficiency and demand-side management programs. It includes the use of 2020 DSM evaluation results, adjustments for measures like heat pumps, and updates made during development and review phases.

2.3.3.3 PHASE 3 – ESTIMATION OF PARTICIPATION - Participation estimates for energy efficiency were initially informed by near-term forecasts of 2021 - participation expectations, as part of E1's current state analysis, which provided an in...

AI summary Phase 3 of the proceeding focuses on estimating participation in energy efficiency programs. Initial estimates were based on 2021 forecasts and E1's current state analysis, with new initiatives designed to meet Settlement Plan objectives. Participation was refined through stakeholder and internal reviews, with input from E1's internal SMEs.

2.3.3.4 PHASE 4 – EE & DR MODEL INTERACTIVITY - The Settlement Plan makes use of separate models for EE and DR. These separate models interact with one - another in three primary ways: - 1. EE savings levels change the baseline projection...

AI summary The Settlement Plan uses separate models for Energy Efficiency (EE) and Demand Response (DR), which interact in three ways: EE savings affect DR baseline projections, some measures are shared between models, and costs are allocated based on avoided costs for both EE and DR.

2.3.3.5 PHASE 5 – REVISION, REVIEW & VETTING - Following the production of draft model outputs, E1 performs model revisions, leveraging the feedback of - internal subject matter experts, Guidehouse, and DSMAG members to confirm and adjust...

AI summary Phase 5 of the process involves revising and vetting model outputs based on feedback from internal and external experts, as well as adjustments to the DSM Plan and key assumptions. This iterative process ensures alignment of E1's design efforts and improves the accuracy of the modeling.

2.3.3.6 PHASE 6 – QUALITY ASSURANCE - All assumptions used in final DSM Plan models undergo further quality assurance to ensure accuracy in all - assumptions and variables used in the DSM Plan modelling process.

AI summary Phase 6 of the process involves quality assurance for all assumptions and variables used in the final DSM Plan models to ensure accuracy in the modelling process.

2.4 COST-EFFECTIVENESS - Cost effectiveness testing is used to quantitatively assess and evaluate demand side resources through a - comparison of benefits and costs expressed as both the dollar value of the net benefit (or cost) and as a -...

AI summary The document discusses the use of cost-effectiveness testing to evaluate demand side management (DSM) resources, specifically the Total Resource Cost (TRC) and Program Administrator Cost (PAC) tests. Both tests incorporate avoided costs of carbon as per a 2011 directive, using NS Power's Weighted-Average Cost of Capital (WACC) as the discount rate.

8 2.4.1 TOTAL RESOURCE COST TEST - Best practice[16](#page-130-3) 9 recommends the use of one consistent cost-effectiveness test to screen both EE and DR. - The TRC was used as the primary test of E1's DSM investments, per the NSUARB decis...

AI summary The Total Resource Cost (TRC) test is recommended as a consistent cost-effectiveness screening tool for both Energy Efficiency (EE) and Demand Response (DR) programs. It was adopted by E1 for DSM investments based on a regulatory decision, though some components of the TRC calculation differ between EE and DR programs, as detailed in Table 6.

14 Table 6: Benefit and Cost Components in the Total Resource Cost Test Calculations for EE and DR Component Description Benefit or Cost Avoided Cost of Transmission & Distribution EE & DR – the avoided cost of transmission and distributio...

AI summary Table 6 outlines the benefit and cost components in the Total Resource Cost (TRC) test calculations for Energy Efficiency (EE) and Demand Response (DR). It details how EE and DR programs avoid costs related to transmission, distribution, capacity, energy, and carbon emissions, while DR is assumed to have no energy impacts.

9 2.4.2 PROGRAM ADMINISTRATOR COST TEST 7 testing. The PAC test is described in the next section. The PAC test provides an assessment of the cost effectiveness of DSM programs from the perspective of the utility and ratepayer. This is cont...

AI summary This section discusses the Program Administrator Cost (PAC) test, which evaluates the cost effectiveness of Demand Side Management (DSM) programs from the utility and ratepayer perspective. It contrasts the PAC test with the TRC test, which also considers the perspective of the program participant.

15 Table 7: Program Administrator Cost Test Components Component Description Benefit or Cost Avoided Cost of Transmission & Distribution EE & DR – the avoided cost of transmission and distribution represents the costs avoided, due to DSM,...

AI summary The document outlines the components of the Program Administrator Cost Test, including avoided costs related to transmission, distribution, capacity, energy, and carbon, as well as program administration costs and incentives. These components are evaluated as benefits or costs for EE and DR programs within the NS Power system.

1 3. 2023-2025 SETTLEMENT PLAN The 2023-2025 Settlement Plan represents a comprehensive suite of programs and service offerings for Nova Scotia electricity customers. The main goal of each energy efficiency program is to eliminate energy w...

AI summary The 2023-2025 Settlement Plan outlines a range of energy efficiency and demand response programs aimed at reducing energy waste, lowering energy costs for customers, and decreasing greenhouse gas emissions. These programs also aim to provide flexible capacity to the utility during peak times, potentially reducing the need for new generation and transmission infrastructure.

8 distribution infrastructure. [Figure 11,](#page-135-1) below, provides highlights of the Settlement Plan. Carbon Emissions Avoided First-Year CO2e Savings (kt) 326 Lifetime CO2e Savings (kt) 1,742 Portfolio Summary (2023-2025) First-Year...

AI summary The Settlement Plan outlines carbon emissions avoided and energy savings from a portfolio of initiatives between 2023-2025. It includes details on energy and demand savings, investment allocations, and cost-effectiveness metrics, with a focus on low-income participation and the split of energy efficiency and demand response investments between residential and business sectors.

3.1 SETTLEMENT PLAN - SAVINGS & INVESTMENT 10 In 2023-2025, E1 will invest $173.0 million (in nominal dollars) to achieve 412.7 GWh of incremental cumulative net energy savings, 96.7 MW of cumulative system-peak demand savings (inclusive o...

AI summary In 2023-2025, E1 plans to invest $173.0 million to achieve significant energy savings, including 412.7 GWh of incremental cumulative net energy savings and 96.7 MW of system-peak demand savings. Table 8 outlines the investment budgets and targets for the 14 planned programs in the portfolio.

Table 8: 2023-2025 Settlement Plan Investment and Savings Year Investment a Lifetime Benefits b First-Year Energy Savings Lifetime Energy Savings Average Dem Peak EE Demand Savings Capacity Total Resource Cost Test (TRC) c Prog Admini Cost...

AI summary Table 8 outlines the 2023-2025 Settlement Plan Investment and Savings, detailing annual investments, energy savings, and cost-effectiveness metrics. The data includes lifetime benefits, energy savings, demand reductions, and capacity figures across three years, providing a comprehensive overview of the plan's financial and operational impact.

Annual avoided costs of energy and capacity and annual avoided CO₂e emissions were provided by NS Power, from the 2020 IRP using the Base level of DSM for Scenario 2.0C. Avoided costs of transmission and distribution were provided by NS Po...

AI summary The document discusses annual avoided costs and CO₂e emissions from energy and capacity, as well as the cost-effectiveness ratios of demand response (DR) and energy efficiency (EE) programs. It highlights the investment required for DR and the calculation of benefit/cost ratios using net present values and utility WACC.

1 Table 9: 2023-2025 Settlement Plan Investment and Savings, by Program Component 2023-2025 Investment a ($ million) Lifetime Benefits b ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak EE Demand Savings (MW)...

AI summary Table 9 outlines the investment and savings from the 2023-2025 Settlement Plan, detailing energy efficiency and demand response programs. It includes program components such as residential and business energy efficiency, enabling strategies, and demand response, with metrics like investment amounts, energy savings, and cost-effectiveness.

Annual avoided costs of energy and capacity and annual avoided CO 2 e emissions were provided by NS Power, from the 2020 IRP using the Base level of DSM for Scenario 2.0C. Avoided costs of transmission and distribution were provided by NS...

AI summary The document provides data on annual avoided costs and CO2e emissions from NS Power's 2020 IRP using the Base level of DSM for Scenario 2.0C. It outlines cost-effectiveness ratios and discusses the investment required for demand response (DR) and energy efficiency (EE) programs, including collaboration between NS Power and E1.

12 13 Table 10: 2023 Settlement Plan Investment and Savings, by Program Component 2023 Investment a Lifetime Benefits b First-Year Energy Savings Lifetime Energy Savings Peak EE Demand Savings Available DR Capacity Cost Te esource st (TRC)...

AI summary The document presents a table detailing the 2023 Settlement Plan Investment and Savings by Program Component, including residential and business energy efficiency programs, enabling strategies, and demand response initiatives. It outlines investments, energy savings, and cost considerations for various programs across Nova Scotia.

Annual avoided costs of energy and capacity and annual avoided CO 2 e emissions were provided by NS Power, from the 2020 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2021. Cos...

AI summary NS Power provided annual avoided costs of energy, capacity, and CO2e emissions from the 2020 IRP using the Base level of DSM. Cost-effectiveness ratios are calculated using 2023 present values. DR investment includes E1's required investment, with collaboration and additional investment from NS Power required for full benefits. TRC and PAC ratios are defined, with exclusions for carbon in some cases.

Table 11: 2024 Settlement Plan Investment and Savings, by Program Component 2024 Investment a ($ million) Lifetime Benefits b ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak EE Demand Savings (MW) Available D...

AI summary Table 11 outlines the 2024 Settlement Plan investment and savings by program component, including residential and business energy efficiency programs, enabling strategies, and demand response initiatives. It provides data on investment amounts, lifetime benefits, energy savings, and administrative costs.

Annual avoided costs of energy and capacity and annual avoided CO 2 e emissions were provided by NS Power, from the 2020 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2021. Cos...

AI summary The text discusses avoided costs and emissions from energy and capacity measures, citing data from NS Power's 2020 IRP and 2021 transmission and distribution costs. It also addresses cost-effectiveness ratios and the investment required for demand response (DR) and energy efficiency (EE) programs.

capacity, transmission, distribution, and carbon over the life of the program measures, using utility WACC. For DR, lifetime benefits are expressed as the 5 6 7 8 9 10 13 14 15 16 17 18 19 - avoided costs, including capacity, transmission,...

AI summary The text discusses the calculation of TRC and PAC for demand response (DR) programs, focusing on the benefit-to-cost ratios over a 10-year period. It includes avoided costs such as capacity, transmission, and distribution, and mentions E1's planned participation by low-income customers within specific rebate programs.

11 Table 12: 2025 Settlement Plan Investment and Savings, by Program Component Lifetime First-Year Lifetime Peak EE Available esource gram rator Cost 2025 Investment Benefits b Energy Energy Demand DR Cost Tes st (TRC) c Test (PAC) d ($ mi...

AI summary Table 12 outlines the 2025 Settlement Plan Investment and Savings by Program Component, detailing investments, benefits, energy savings, and demand reductions for various energy efficiency and demand response programs in Nova Scotia, including residential, business, and enabling strategies.

Table 13: Rate Class Expenditures by Year Rate Class Settlement Plan Expenditures ($ million) by Rate Class 2023 2024 2025 2023-2025 Residential/Charitable (2,3,4) 28.2 31.7 34.5 94.3 Small General (10) 2.7 2.8 3.0 8.5 General Demand (11)...

AI summary Table 13 presents rate class expenditures by year from 2023 to 2025, showing increasing costs across various categories, including residential, industrial, and municipal rates. The table highlights expenditures related to energy efficiency (EE) and demand response (DR) programs.

1 3.3 SETTLEMENT PLAN – COST-EFFECTIVENESS - 2 The cost effectiveness results for the Settlement Plan are shown below as part o[f Table 14,](#page-142-1) which provides - 3 cost effectiveness results associated with the Settlement Plan, fo...

AI summary The Settlement Plan's cost-effectiveness is evaluated using the TRC and PAC tests. The TRC test is the primary decision-making screen for cost-effectiveness at the NSUARB program level, requiring each program to pass a screening test at the component level. E1 supports the PAC test as it focuses on utility costs and benefits, with results provided by sector and program in Table 14.

5 3.4 SETTLEMENT PLAN – CUSTOMER GROUPS & SEGMENTS To ensure the Settlement Plan represents all Nova Scotians and is accessible for all to enjoy the benefits of energy efficiency, the Settlement Plan was designed with customers top of mind...

AI summary The Settlement Plan was designed with customers in mind, focusing on residential, BNI, and diverse & underserved communities. It outlines investments for 2023-2025 and emphasizes access to all market segments, including residential, small business, commercial & industrial, and diverse & underserved communities.

5 Table 15: Major Categories of Customer Segments, Dedicated Program Components & Other Support Category Description of Target Segment Dedicated Program Components Other Support & Resources Residential Homeowners/tenants of new and existin...

AI summary Table 15 outlines customer segments and associated programs for residential customers, including initiatives like Appliance Retirement, Instant Savings, and Home Energy Assessment. It also lists support resources such as Energy Solutions Advisors and online tools aimed at promoting energy efficiency and behavioral change.

7 3.4.1 DIVERSE & UNDERSERVED COMMUNITIES 8 E1 focused on strengthening the support provided to diverse and underserved communities in the 9 Settlement Plan. Expanding investments in DSM for these customer groups is an important way to ens...

AI summary E1 emphasized increasing support for diverse and underserved communities in the Settlement Plan, including Mi'kmaw communities, through expanded energy efficiency programs and initiatives. The plan aims to reduce energy burden, improve health outcomes, and provide workforce development opportunities. Specific programs and outreach efforts are outlined, including the Mi'kmaw Home Energy Efficiency Project and engagement initiatives.

4. RESIDENTIAL PROGRAMS & SERVICES For over a decade, E1's residential programs have provided Nova Scotia customers bill savings, improved comfort, and protection from energy cost increases. Over that decade, E1 introduced a new dedicated...

AI summary E1's residential programs have provided energy savings and improved comfort for Nova Scotia customers over a decade. The Settlement Plan aims to continue delivering cost-effective energy savings, with a focus on evolving programs to better support customers and promote energy efficiency in homes.

10 4.1.1 OBJECTIVES 1 2 3 8 9 11 Objectives of the Residential Efficient Product Rebates program include: DATE FILED: 11 March 2022 - 1 make energy-efficient products more accessible to Nova Scotians across all income levels and 2 geograph...

AI summary The Residential Efficient Product Rebates program aims to increase access to energy-efficient products for all Nova Scotians, raise awareness of energy efficiency benefits, boost market participation, and remove inefficient appliances from the electricity system, ultimately helping customers reduce their energy bills.

23 Table 19: Three-Year Summary of the Instant Savings Program Component Annual Plan Investment ($M) Energy Savings (GWh) Demand Savings (MW) Participation (products) Target Market manufacturers and distributors. Residential customers that...

AI summary The Instant Savings Program aims to promote energy efficiency by partnering with retailers and providing product incentives. Key barriers to participation include affordability, awareness, accessibility, and lack of information. The program targets residential customers through retail channels and includes partnerships with major retailers such as Costco and Home Depot.

4.1.3.1 PROGRAM DELIVERY - The Residential Efficient Product Rebates program uses both a self-serve and turn-key delivery approach - to help residential customers make smart energy choices through the retirement and/or replacement of - ine...

AI summary The document discusses the delivery approaches for various energy efficiency programs, including self-serve and turn-key methods for the Residential Efficient Product Rebates program, and the use of delivery agents for appliance retirement and Instant Savings initiatives. It highlights plans to expand online rebate options through partnerships with retailers and online marketplaces.

4.1.3.2 MARKETING STRATEGY - The marketing strategy for Appliance Retirement will focus on enhancing a customer's quality of life - through non-energy benefits (convenient, hassle-free pick up and recycling) with the rebate promoted as - a...

AI summary The marketing strategies for Appliance Retirement and Instant Savings programs focus on increasing participation through targeted advertising, integrated campaigns, and in-store promotions. Both strategies aim to enhance customer engagement and awareness through various media and outreach methods.

4.1.4.1 LOW-INCOME PERFORMANCE INDICATORS 4 Low-Income performance indicators for the Residential Efficient Product Rebates program are provided in 5 Table 21, below.

AI summary The document section provides low-income performance indicators for the Residential Efficient Product Rebates program, referencing Table 21.

4.1.5 PROGRAM ALTERNATIVES The Residential Efficient Product Rebates program shows no difference in the Alternate Scenario when compared to the Settlement Plan. Therefore, there is no variance in the Residential Efficient Product Rebates p...

AI summary The Residential Efficient Product Rebates program shows no difference between the Settlement Plan and the Alternate Scenario, as indicated in Table 22. This suggests that the program's structure and outcomes remain consistent across both scenarios.

18 Table 22: 2023-2025 Residential Efficient Product Rebates Performance Indicators – Comparison of Settlement Plan and Alternate Scenario Scenario Year Investment First-Year Energy Savings Lifetime Energy Savings Peak Demand Savings Cost...

AI summary The table compares performance indicators for the 2023-2025 Residential Efficient Product Rebates under the Settlement Plan and an Alternate Scenario, showing metrics such as investment, energy savings, peak demand savings, and cost metrics, with no variance noted in most categories.

13 4.2.1 OBJECTIVES - 14 Objectives of the Existing Residential program include: - 15 increase customer awareness of cost-effective options to increase their energy efficiency; - 16 improve the energy performance of residential dwellings w...

AI summary The Existing Residential program aims to increase energy efficiency in Nova Scotia homes, improve homeowner understanding of energy performance, reduce energy poverty, and support the transition to energy-efficient products and behaviors. The program also focuses on reducing peak demand and achieving long-term energy savings.

30 Table 23: Summary of Benefits – Existing Residential Participant Industry Benefits Environmental Strategic DSM Portfolio Benefits Benefits Benefits • • • • utility bill savings and increased sales of reduced GHG strengthened relationshi...

AI summary The table outlines the benefits of the existing residential programs, focusing on utility bill savings, environmental impacts such as reduced GHG emissions, and strategic DSM portfolio benefits like partnerships with Mi'kmaw communities and increased energy literacy for underserved populations.

14 Component Investment Energy Savings Demand Savings Participation Annual Plan22 ($M) (GWh) (MW) (products) (projects) 2023 Total 1.3 1.9 0.6 133 42 2024 Total 1.3 1.9 0.6 133 42 2025 Total 1.4 1.9 0.6 133 42 Target Market banks and commu...

AI summary The 2023-2025 Annual Plan outlines investment and energy savings targets for demand-side management programs. It includes funding, energy savings, demand savings, and participation metrics. The program targets affordable housing providers, offering energy efficiency audits, contractors, and rebates for residential facilities.

Table 26: Three-Year Summary of the Mi'kmaw Home Energy Efficiency Project Program Component Annual Plan24 Investment Energy Savings Demand Savings Participation ($M) (GWh) (MW) (products) (homes) 2023 Total 1.2 0.5 0.2 130 118 2024 Total...

AI summary The Mi'kmaw Home Energy Efficiency Project is a low-income program targeting energy savings in Mi'kmaw communities. It addresses market barriers such as affordability, awareness, and split incentives, and includes measures like home energy assessments, heating system upgrades, and appliance replacements. The program has evolved from a pilot initiative into a standalone component under the DSM Resource Plan.

10 Table 27: Three-Year Summary of the Green Heat Program Component Annual Plan Investment ($M) Energy Savings (GWh) Demand Savings (MW) Participation (products) 2023 Total 2.2 3.6 2.7 3,406 2024 Total 2.2 3.6 2.7 3,408 2025 Total 2.2 3.6...

AI summary Table 27 summarizes the Green Heat Program Component over three years, showing consistent investment, energy savings, and participation. The program targets residential property owners in Nova Scotia and promotes energy-efficient heating technologies, addressing barriers like affordability and awareness.

7 Table 28: Three-Year Summary of the Home Energy Assessment Program Component Investment Energy Savings Demand Savings Participation Key Components • • tailored to the home • • In-home, personalized, education and awareness Financing and...

AI summary Table 28 provides a three-year summary of the Home Energy Assessment Program Component, outlining key components such as in-home education, financing incentives, and ease of access to energy assessments aimed at promoting energy efficiency and market behavior change.

4.2.2.7 RESIDENTIAL BEHAVIOUR support them along the way. This is a new program component being re-introduced under the Existing Residential Program in the Settlement Plan (previously offered as Home Energy Report). The Residential Behavio...

AI summary The Residential Behaviour program component under the Settlement Plan aims to encourage energy-conscious behaviours among Nova Scotians through personalized energy-use feedback and tools. It leverages AMI data, which became widely available after the 2018 approval of NS Power's AMI project, to enable low-cost demand side management initiatives and future feedback-based programs like gamification and alerts.

1 Table 30: Three-Year Summary of the Residential Behaviour Program Component Annual Plan Investment ($M) Energy Savings (GWh) Demand Savings (MW) Participation (homes) 2023 Total 1.1 8.7 38,195 Low-income 0.13 0.96 n/a 4,240 2024 Total 2....

AI summary Table 30 provides a three-year summary of the Residential Behaviour Program Component, highlighting investments, energy savings, and participation numbers. It outlines market barriers, key components, and program history, emphasizing the re-introduction of the program with advancements in AMI and analytics. The program aims to provide personalized energy-use feedback to residential customers.

4.2.3.1 PROGRAM DELIVERY - The Existing Residential Program leverages a variety of delivery approaches to help customers implement - energy efficiency improvements in their home. These strategies include: - turn-key direct installation ser...

AI summary The Existing Residential Program uses various delivery methods to promote energy efficiency in homes, including direct installation, rebates, and energy feedback. The Affordable Multi-family Housing and Non-Profit Organizations program partners with auditors to identify and implement upgrades, while the Efficient Product Installation program works with delivery agents to install energy-efficient products and provide customer education.

4.2.3.2 MARKETING STRATEGY 1 17 18 21 22 24 - 2 The Existing Residential program marketing strategy will deliver integrated marketing campaigns by - 3 program component and market segment (e.g. home renovation, low-income, seniors), with a...

AI summary The marketing strategy for the Existing Residential program includes integrated campaigns targeting specific market segments, with a focus on virtual education and direct email marketing. Tactics involve collaboration with agencies, education for contractors and delivery agents, media plans, in-store promotions, partnerships, and community outreach.

Table 31: 2023-2025 Existing Residential Performance Indicators Year Investment First-Year Energy Savings Lifetime Energy Savings Peak Demand Savings Cost Tes esource st (TRC) a Admin Cost Te gram istrator st (PAC) b Participation (homes)...

AI summary Table 31 presents residential performance indicators for the years 2023 to 2025, including investment, energy savings, cost metrics, and participation data. The table highlights trends in energy savings, costs, and the number of homes and projects involved in demand-side management initiatives.

4.2.5 PROGRAM ALTERNATIVES The Existing Residential Program features several differences in the Alternate Scenario when compared to the Settlement Plan. The Efficient Product Installation program component does not contain a major initiati...

AI summary The Existing Residential Program under the Alternate Scenario differs from the Settlement Plan by reducing initiatives such as smart thermostat installations and Green Heat activities, along with lower levels of Residential Behaviour and Affordable Single-family Homes programs. These differences are detailed in Table 33.

2 Scenario Scenario Year Investment First-Year Energy Savings Lifetime Energy Savings Peak Demand Savings Total Re Cost Tes esource st (TRC) a Admin gram istrator st (PAC) b Participation Participation Participation Lifetime Unit Cost ($ m...

AI summary The table presents two scenarios (Settlement and Alternate) with investment, energy savings, and cost details for different years. It includes metrics such as energy savings, participation numbers, and unit costs. The variance between the scenarios is also outlined in percentage terms.

Table 36: 2023-2025 New Residential Performance Indicators – Comparison of Settlement Plan and Alternate Scenario Scenario Year Investment ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) e...

AI summary Table 36 compares the Settlement Plan and Alternate Scenario for 2023-2025 New Residential Performance Indicators, showing investment, energy savings, peak demand savings, and other metrics. The data shows no variance between the two scenarios for the years presented.

5. BUSINESS, NON-PROFIT & INSTITUTIONAL PROGRAMS & SERVICES For over a decade, E1 has been a leader in designing and implementing business, non-profit, and institutional (BNI) energy efficiency programs. E1 has built an extremely successfu...

AI summary E1 has been a leader in designing and implementing BNI energy efficiency programs for over a decade. The Settlement Plan focuses on expanding equity, streamlining delivery, and increasing awareness of energy efficiency. It aims to help businesses overcome participation barriers and shift towards more challenging energy savings, including system-peak demand reduction.

16 Table 37: Settlement Plan – BNI Sector Offerings Program Program Component Target Market Segment Delivery Approach Enhancements in Settlement Plan Section Reference BNI Efficient Product Rebates Business Energy Rebates Existing and new...

AI summary Table 37 outlines the BNI Sector Offerings under the Settlement Plan, including programs such as Business Energy Rebates, Custom Incentives, and Direct Installation. These programs target various market segments and include delivery approaches like point of sale rebates, facilitated assistance, and financial incentives. Enhancements include mid-stream commercial kitchen rebates and pay-for-performance models.

2 5.1.1 OBJECTIVES - 3 Objectives of the BNI Efficient Product Rebates program include: - 4 encourage businesses to use efficient products in a variety of facilities; - 5 increase the market penetration of the supported technologies; - 6 p...

AI summary The BNI Efficient Product Rebates program aims to encourage businesses to adopt efficient products, increase market penetration of supported technologies, promote high-efficiency equipment, and transform market practices. Table 38 summarizes the program's benefits in terms of participant, industry, environmental, and strategic impacts.

12 Table 38: Summary of Benefits – Efficient Product Rebates (BNI) Participant Industry Benefits Environmental Strategic DSM Portfolio Benefits Benefits Benefits • utility bill savings and improved building comfort • reduced maintenance an...

AI summary Table 38 outlines the benefits of the Efficient Product Rebates (BNI) program, highlighting industry, environmental, and strategic Demand Side Management (DSM) advantages. It includes utility bill savings, reduced GHG emissions, and alignment with provincial and federal incentives.

14 5.1.2 OVERVIEW - 15 The Efficient Product Rebates program provides BNI customers with financial incentives, in the form of - 16 prescriptive/semi-prescriptive rebates or financing, for the installation of energy efficient and system-pea...

AI summary The Efficient Product Rebates program offers BNI customers financial incentives for installing energy-efficient and demand-reducing equipment, focusing on equipment with broad applicability and predictable energy savings. The program includes the Business Energy Rebates component, which provides two participation pathways.

Table 39: Three-Year Summary of the Business Energy Rebates Program Component Annual Plan Investment ($M) Energy Savings (GWh) Demand Savings (MW) Participation (products) Program Component History • 2010 – launched as a part of DSM portfo...

AI summary The Business Energy Rebates Program, launched in 2010 as part of a DSM portfolio, initially followed models like Efficiency Vermont. It contributed to increased LED product adoption in Nova Scotia from 2010 to 2019. In 2019, the program adjusted rebate categories to align with market transformation and promote other energy-efficient products.

5.1.3.2 MARKETING STRATEGY 1 7 13 17 18 20 21 29 - 2 The marketing strategy will focus on distributor and contractor engagement, direct email marketing to key - 3 customer segments, outreach to trade and industry associations, and event at...

AI summary The marketing strategy emphasizes distributor and contractor engagement, direct email marketing, outreach to industry associations, event participation, and integrated media plans. It is supported by E1's Business Development team and includes tactics like trade show participation and distributor training.

5.1.5 PROGRAM ALTERNATIVES The Efficient Product Rebates Program features a modestly lower amount of participation, with marginally 10 11 lower incentives, in the 2025 Plan year. This is due to an incentive increase applied within the Sett...

AI summary The Efficient Product Rebates Program under the BNI has slightly lower participation and incentives in the 2025 Plan year compared to the Settlement Plan. This is due to an incentive increase in the Settlement Plan that is expected to result in higher energy and demand savings in the final year of the 2023-2025 DSM Plan period.

17 Scenario Scenario Year Investment ($ million) First-Year Energy Savings Lifetime Energy Savings Peak Demand Savings esource st (TRC) a Admin gram istrator st (PAC) b excl. Participation Lifetime Unit ($ 1111111011) (GWh) (GWh) (MW) Carb...

AI summary The document presents a table outlining various scenarios with investment amounts, energy savings, and cost metrics over multiple years. It includes data on carbon emissions, administrative costs, and participation metrics for different programs, highlighting variations between scenarios and settlement totals.

5.2.1 OBJECTIVES - Objectives of the Custom Incentives program include: - influence electrical energy efficiency and system-peak demand reduction projects within Nova Scotia; - build awareness around cost-effective energy efficiency option...

AI summary The Custom Incentives program aims to influence energy efficiency and system-peak demand reduction, raise awareness of cost-effective energy efficiency options, reduce barriers to complex projects, and promote long-term energy sustainability. It also seeks to diversify E1's program offerings based on successful trials.

1 Table 43: Summary of Benefits – Custom Incentives Participant Industry Benefits Environmental Strategic DSM Portfolio Benefits Benefits Benefits

AI summary Table 43 outlines the summary of benefits for custom incentives, categorizing them into industry benefits, environmental benefits, and strategic DSM portfolio benefits. The table provides a structured overview of the advantages associated with the Building and Neighborhood Initiative (BNI) program.

13 Custom has criteria to determine what types of facilities, projects, measures, and costs are eligible. These 14 criteria ensure the program works the way it is intended and that E1 only pays incentives for actions that 15 generate incre...

AI summary The Custom program component has specific eligibility criteria to ensure energy savings and cost efficiencies. It allows E1 to integrate energy efficiency (EE) and demand response (DR) programming for streamlined participation. Table 45 summarizes the program's three-year investment, energy savings, demand savings, and key components.

21 Table 45: Three-Year Summary of the Custom Program Component Annual Plan Investment Energy Savings Demand Savings Participation ($M) (GWh) (MW) (projects) 2023 Total 7.3 22.3 4.7 257 Annual Plan Investment ($M) Energy Savings (GWh) Dema...

AI summary Table 45 provides a three-year summary of the Custom Program Component, showing increasing investment, energy savings, demand savings, and participation from 2023 to 2025. The program targets larger energy users among eligible business, non-profit, institutional, and industrial customers in Nova Scotia.

22 Table 46: Three-Year Summary of the SEM & EMIS Program Component Annual Plan Investment ($M) Energy Savings (GWh) Demand Savings (MW) Participation (participants)

AI summary Table 46 provides a three-year summary of the Strategic Energy Management (SEM) and Energy Management Information Systems (EMIS) program component, including investment, energy savings, demand savings, and participation metrics.

5.2.3.1 PROGRAM DELIVERY - The Custom Incentives program structure is designed to overcome customer barriers associated with large - upfront costs, lack of in-house capacity and business case requirements. The program is delivered through...

AI summary The Custom Incentives program is structured to help customers overcome barriers to energy efficiency by providing financial and technical support. It involves multiple service components like Retrofit, NC, BOpt, EMIS, and SEM, each with different processes, incentives, and target markets. External consultants and service providers are engaged to deliver these services, ensuring compliance with industry standards and program goals.

Table 47: 2023-2025 Custom Incentives Performance Indicators Year Investment First-Year Lifetime Energy Energy Savings Savings Peak Demand Savings Program Administrator Cost Test (PAC) b Participation (projects) c Participation (participan...

AI summary Table 47 outlines the performance indicators for the BNI Custom Incentives Program from 2023 to 2025, including investments, energy savings, peak demand savings, and participation metrics. It provides a detailed breakdown of program performance across multiple years and categories.

1 Table 48: Custom Incentives Performance Indicators – Comparison of Settlement Plan and Alternate Scenario Scenario Year ear Ener First-Year Lifetime Energy Energy Savings Savings Total Resource Cost Test (TRC) a Program Administrator Cos...

AI summary Table 48 compares the performance indicators of the Settlement Plan and Alternate Scenario for the BNI Custom Incentives Program, highlighting differences in energy savings, costs, and participation metrics across 2023 to 2025.

16 5.3.1 OBJECTIVES - 17 Objectives of the Direct Installation program include assisting small businesses to: - identify energy savings opportunities within their business; - make informed decisions about energy upgrades; - overcome financ...

AI summary The Direct Installation program aims to help small businesses identify energy savings opportunities, make informed decisions about energy upgrades, overcome financial barriers through incentives, and improve profitability and comfort through energy efficiency. Table 49 summarizes the program's benefits in the Settlement Plan.

1 Table 49: Summary of Benefits – Direct Installation Participant Industry Benefits Environmental Strategic DSM Portfolio Benefits Benefits Benefits • utility bill savings and improved building comfort reduced maintenance costs • reduced m...

AI summary Table 49 outlines the benefits of the Direct Installation program, highlighting industry, environmental, and strategic DSM portfolio advantages, including utility bill savings, reduced GHG emissions, and improved access to energy-efficient products for hard-to-reach customers.

3 5.3.2 OVERVIEW - 4 The Direct Installation program provides small business customers access to technical assistance and - 5 financial incentives for the installation of energy efficient and system-peak demand reduction equipment. - 6 The...

AI summary The Direct Installation program offers small business customers technical assistance and financial incentives for installing energy-efficient equipment and reducing system-peak demand. It includes the Small Business Energy Solutions component with two participation pathways.

13 Table 50: Three-Year Summary of the Small Business Energy Solutions Program Component Annual Plan Investment ($M) Energy Savings (GWh) Demand Savings (MW) Participation (products) Market Barriers • • • can be a barrier to program partic...

AI summary The table outlines the Small Business Energy Solutions Program Component, highlighting market barriers such as affordability, awareness, and resource availability, and key components aimed at helping small businesses adopt energy efficiency measures and reduce demand.

6 5.3.3.1 PROGRAM DELIVERY - 7 The Direct Installation program is designed to overcome barriers faced by Nova Scotia small businesses, - 8 including lack of capital for implementing energy efficient upgrades, lack of time and expertise to...

AI summary The Direct Installation program aims to help Nova Scotia small businesses overcome barriers to energy efficiency by offering two pathways: self-directed (DIY) and facilitated (Energy Audit). The facilitated approach involves Small Business Energy Auditors who provide technical support and recommendations, along with financial incentives for audits and upgrades.

5.3.3.2 MARKETING STRATEGY - The marketing strategy includes a mix of traditional and digital marketing methods, with a focus on direct - email marketing, to effectively reach small businesses. Media plans are complemented by business - de...

AI summary The marketing strategy focuses on a blend of traditional and digital methods, targeting small businesses through direct email marketing, media plans, industry association engagement, event attendance, and service provider training.

1 Table 51: 2023-2025 Direct Installation Performance Indicators Year Investment ($ million) First-Year Energy Savings Energy Energy Savings Savings Total Resource Cost Test (TRC) a Cost Test (PAC) Participation (products) c Lifetime Unit...

AI summary Table 51 outlines performance indicators for the Direct Installation program from 2023 to 2025, including investment amounts, energy savings, and cost metrics. It provides data on energy savings, total resource cost, participant cost, and participation levels over the three-year period.

1 Table 53: Direct Installation Performance Indicators – Comparison of Settlement Plan and Alternate Scenario Scenario Year Investment ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Total...

AI summary Table 53 compares performance indicators for the Settlement Plan and Alternate Scenario in the Direct Installation Program. It includes metrics such as investment, energy savings, peak demand savings, and costs across different years and scenarios. The table highlights the differences between the two scenarios and provides a variance analysis.

6. DEMAND RESPONSE PROGRAM & PATHWAYS E1 is proposing the introduction of a new DR program in the Settlement Plan. This is a significant new development for E1 and the Nova Scotia electricity sector. DR is defined by the Federal Energy Reg...

AI summary E1 is proposing a new Demand Response (DR) program in the Settlement Plan, which is a significant development for Nova Scotia's electricity sector. DR is defined as changes in electric usage in response to price changes or incentives. The 2020 Integrated Resource Plan (IRP) selected DR as a cost-effective resource, and E1 has conducted studies and pilots for three DR pathways, including direct load control, critical peak pricing, and BNI curtailment.

6.1 OBJECTIVES - Objectives of the DR program include: - achieve demand response capacity that is available to NS Power to utilize during peak periods; - 1 provide customers with the knowledge and tools required to enable demand management...

AI summary The objectives of the DR program include achieving demand response capacity for NS Power during peak periods, providing customers with tools for demand management, diversifying program offerings through control and storage technologies, offering customers opportunities to save money, and learning effective ways to deliver DR programs in Nova Scotia.

6 6.2 BENEFITS - 7 [Table 54,](#page-12-0) below, provides a summary of the participant, industry, environmental, and strategic DSM - 8 Portfolio benefits of the DR Program as designed in the Settlement Plan. 9

AI summary Table 54 summarizes the participant, industry, environmental, and strategic benefits of the DR Program as designed in the Settlement Plan.

10 Table 54: Summary of Benefits – Demand Response Participant Industry Benefits Environmental Strategic DSM Benefits Benefits Portfolio Benefits • financial incentives for shifting or curtailing load • access to new controls and informati...

AI summary This table outlines the benefits of demand response (DR) programs, including financial incentives for load shifting, environmental benefits such as reduced reliance on carbon-intensive peaking plants, and strategic advantages like improved cross-utility coordination. However, the current DR pilots are primarily focused on load leveling, and modeling suggests that the costs of delivering these programs may outweigh the benefits.

6.3 OVERVIEW - Within Guidehouse's DR Roadmap, there are two program components: Residential DR and BNI DR. Each - of the Residential and BNI program components offer multiple pathways to provide a fulsome portfolio of - ratepayer options...

AI summary Guidehouse's DR Roadmap includes two program components: Residential DR and BNI DR, each offering multiple pathways to provide ratepayer options for economic incentives and support in exchange for enrollment and participation.

6.3.1 RESIDENTIAL DEMAND RESPONSE PROGRAM COMPONENT - The Residential DR program component aims to help facilitate a more flexible residential load that may - provide residential customers with economic incentives and/or more visibility an...

AI summary The Residential Demand Response (DR) program component aims to enhance residential load flexibility and provide customers with economic incentives and greater control over their energy usage. E1 will explore five implementation pathways, including battery control and direct load control, with details outlined in Table 55 and Attachment 5.

Table 55: Three-Year Summary of the Residential Demand Response Program Component Annual Plan Investment ($M) New DR Capacity (MW) Available DR Capacity (MW) Participation36 (participants) 2023 Total 0.4 0.1 0.2 374 Annual Plan Investment...

AI summary Table 55 summarizes the residential demand response program component over three years, showing investments, new and available demand response capacity, and participant numbers for 2023. The data provides a snapshot of program performance and participation levels.

3 6.3.2 BNI DEMAND RESPONSE PROGRAM COMPONENT 4 The BNI DR program component aims to help facilitate more flexible non-residential load that may provide 5 customers with economic incentives and/or more visibility and control of their loads...

AI summary The BNI Demand Response Program component aims to provide non-residential customers with economic incentives and greater control over their loads. E1 will explore four implementation pathways, including battery control and direct load control, as outlined in Table 56 and Attachment 5 – Demand Response Roadmap.

13 Table 56: Three-Year Summary of the BNI Demand Response Program Component Annual Plan Investment ($M) New DR Capacity (MW) Available DR Capacity (MW) Participation38 (participants) 2023 Total 1.1 2.8 2.8 32 2024 Total 1.3 4.3 7.1 606 20...

AI summary Table 56 provides a three-year summary of the BNI Demand Response Program Component, including annual investment, new and available demand response capacity, and participant numbers. The target market includes non-residential customers and diverse communities.

5 6.4.1 PROGRAM DELIVERY The DR program structure is designed to overcome customer barriers associated with lack of awareness, lack of resources, and the "hassle factor" experienced by customers participating in DR events for customers (e....

AI summary The DR program is structured to overcome customer barriers such as lack of awareness and resources, and to reduce the hassle factor during DR events. It aims to help residential and BNI customers modify their usage during peak times and will be delivered through collaboration between E1, NS Power, and third parties. The program will integrate with existing EE programs where appropriate.

17 6.4.2 MARKETING & OUTREACH STRATEGY E1 will leverage its experience marketing energy efficiency programs and demand response pilots, and its existing relationships with NS Power and DSM Administrators in other leading jurisdictions to d...

AI summary E1 plans to develop a marketing and outreach strategy for the DR program by leveraging its experience and existing relationships with NS Power and DSM Administrators. The strategy may involve hiring a consultant and using a mix of traditional and digital marketing methods, as well as direct client engagement and contractor training.

6.4.3 QUALITY ASSURANCE - For DR pathways the framework is expected to leverage applicable EE quality assurance activities for - pathways co-delivered with EE activities. The quality assurance framework is also expected to include test - e...

AI summary The quality assurance framework for DR pathways is expected to use EE quality assurance activities and include test events, customer surveys, and inspections to ensure program effectiveness.

6.5 PERFORMANCE INDICATORS - DR is a valuable tool for managing peak demand on the electricity system, offering utilities a lower-cost - alternative to acquiring additional flexible generation capacity. DR resources, sometimes called virtu...

AI summary Demand Response (DR) is highlighted as a cost-effective method for managing peak electricity demand, offering an alternative to additional generation capacity. DR involves recruiting customers, installing technologies, and connecting them to systems for load reduction during peak times. E1 proposes performance indicators for new and available demand capacity, measured during the winter peak period and claimed in the following year.

6 Table 57: 2023-2025 Demand Response Performance Indicators Year Investmenta ($ million) New DR Capacity (MW) Available DR Capacity (MW) Total Resource Cost Test (TRC)b Program Administrator Cost Test (PAC)c Participation (participants)d...

AI summary Table 57 outlines the 2023-2025 Demand Response Performance Indicators, including investment, new and available DR capacity, participation numbers, and levelized unit costs. The data shows a significant increase in participation and investment over the three years, with total investment reaching $10 million and participation exceeding 40,000 participants by 2025.

24 6.5.1 LOW-INCOME PERFORMANCE INDICATORS 25 Low-income performance indicators for the DR program are provided in [Table 58,](#page-19-0) below.

AI summary The document discusses low-income performance indicators for the Demand Response (DR) program, referencing Table 58 for detailed information.

Table 58: 2023-2025 Demand Response Low-Income Performance Indicators Year New DR Capacity (MW) Available DR Capacity (MW) Participation (participants) a 2023 0.01 0.02 31 2024 0.24 0.26 1,742 2025 0.40 0.66 4,858 Total 0.7 0.7 4,858 & lt;...

AI summary Table 58 outlines the performance indicators for Demand Response (DR) programs targeting low-income residents from 2023 to 2025, showing a significant increase in participation and available DR capacity over the years.

6.6 PROGRAM ALTERNATIVES - E1 engaged Guidehouse in the development of both the Settlement Plan and Alternate Scenario. In order to develop the DR Alternate Scenario, the following adjustments were made: - EV charging and DR Behavioural pa...

AI summary E1 engaged Guidehouse to develop the Settlement Plan and Alternate Scenario for the DR program. Adjustments included removing EV charging and DR behavioural pathways, reducing incentives, and adjusting certain program components to achieve an Alternate Scenario of 8.3 MW and $5.5 million.

1 Table 59: Demand Response Performance Indicators – Comparison of Settlement Plan and Alternate Scenario Scenario Year Investmenta ($ million) New DR Capacity (MW) Available DR Capacity (MW) Total Resource Cost Test (TRC)b Program Adminis...

AI summary Table 59 compares the performance indicators of the Settlement Plan and Alternate Scenario for Demand Response (DR) programs, highlighting differences in investment, new and available DR capacity, participation numbers, and cost metrics across 2023 to 2025.

1 7. ENABLING STRATEGIES - 2 E1 has delivered energy efficiency and conservation programs through annual and/or three-year DSM Plan - 3 cycles since 2010. Beginning with the development of its first DSM Plan for the 2012 program year, E1 h...

AI summary Enabling Strategies have been a key component of E1's DSM Plan since 2012, focusing on education, research, and innovation. Over the past decade, these strategies have helped build capacity in Nova Scotia's energy efficiency industry and supported E1's evolution. With the DSM landscape evolving, the focus is shifting toward addressing equity, GHG emissions, and new technologies.

7.1 GOALS & OBJECTIVES - The Enabling Strategies component of the Plan serves several purposes: improving product and service - offerings through innovation, increasing education and awareness about products and services to increase - part...

AI summary The Enabling Strategies component of the 2023-2025 DSM Plan aims to improve product and service offerings, increase education and awareness, build industry capacity, and support market transformation in Nova Scotia. Key objectives include addressing non-cost barriers, evolving programs through innovation, and driving market transformation.

7 Table 60: Three-Year Summary of the Education & Outreach Component of Enabling Strategies Annual Plan Investment ($M) 2023 Total 1.4 2024 Total 1.5 2025 Total 1.5 Community Outreach & Education: activities aimed at increasing public awar...

AI summary This table outlines the three-year investment plan for the Education & Outreach Component of Enabling Strategies, focusing on community outreach, support for diverse communities, partnership development, green schools, and market transformation in the residential new construction sector.

10 7.2.3.1 COMMUNITY OUTREACH & EDUCATION - 11 Community outreach and education activities promote program awareness and participation by allowing - 12 E1 to provide Nova Scotians with information on reducing their energy consumption and t...

AI summary Community outreach and education activities aim to increase awareness and participation in energy efficiency programs by promoting energy savings and program benefits. Activities include advertising, website engagement, live chat support, event participation, and educational resource development. Performance goals focus on awareness levels, website engagement, and referrals from events.

7.3.1 OBJECTIVES - E1 uses an evidence-based approach to design effective programs that support customers. Investments in - research and development ensure that E1's programs and services continue to evolve in response to - changes in the...

AI summary E1 employs an evidence-based approach to design effective programs that support customers. Research and development efforts aim to evolve programs in response to changes in the DSM landscape, market conditions, and new technologies. Activities include leveraging internal expertise, conducting market research, supporting DSM Resource Plans, driving market transformation, and improving customer service.

1 7.3.2 OVERVIEW - 2 The Development & Research category historically includes research and development efforts not directly - 3 affiliated to specific programs or services. Keeping customers front-and-center when making decisions - 4 arou...

AI summary The Development & Research category focuses on research and development efforts that support program delivery and design, emphasizing customer-centric decisions and flexibility to adapt to challenges like the COVID-19 pandemic and climate change. Table 61 summarizes three-year investments and areas of focus for this component in the Settlement Plan.

13 Table 61: Three-Year Summary of the Development & Research Component of Enabling Strategies Annual Plan Investment ($M) 2023 Total 1.5 2024 Total 1.5 2025 Total 1.5 Innovation & Emerging Technologies: driving participation and uptake th...

AI summary This section outlines the three-year investment plan for the Development & Research component of Enabling Strategies, focusing on areas such as innovation, market research, beneficial electrification, locational DSM efforts, market transformation, and data analytics. The plan includes investments of $1.5 million annually from 2023 to 2025.

7.3.3.1 INNOVATION & EMERGING TECHNOLOGIES - In 2023-2025, E1 will increase its focus on innovation, pilots, and emerging technologies within the - development and research category of its Enabling Strategies. These activities enable adopt...

AI summary E1 plans to increase its focus on innovation and emerging technologies from 2023 to 2025, particularly in the development and research category of its Enabling Strategies. This includes piloting new technologies, improving existing programs, and exploring market potential for energy-efficient solutions and demand response strategies.

7.3.3.2 MARKET RESEARCH - E1 will continue to undertake market research initiatives to better understand how to meet changing - market conditions, reach underserved segments of customers, and best leverage new information and - technology....

AI summary E1 plans to continue market research initiatives to better understand changing market conditions, reach underserved customer segments, and leverage new information and technology. Activities include understanding customer motivations, exploring DSM opportunities, and advancing innovative demand side management efforts.

7.3.3.3 BENEFICIAL ELECTRIFICATION - Beneficial electrification is a form of electricity DSM focused on the conversion of existing end use applications from fossil fuel sources to electricity, with the intended result of reducing total GHG...

AI summary Beneficial electrification, as defined by E1, involves converting fossil fuel-based end uses to electricity to reduce GHG emissions, save customers money, and maintain grid flexibility. NS Power's 2020 IRP highlighted electrification as a key strategy for GHG reduction, though no costs were modeled. E1 plans to engage in the development of electrification strategies and programs, focusing on funding mechanisms, cost-effectiveness testing, and program integration with other DSM initiatives.

7.3.3.4 LOCATIONAL EFFORTS Locational DSM provides geographically targeted demand-side resources to alleviate capacity-constrained system resources, such as substations and distribution assets. Efforts can include demand response technolog...

AI summary Locational DSM efforts, such as the Klondike Pilot, aim to address capacity-constrained system resources through geographically targeted demand-side initiatives. The pilot, launched in December 2019, faced challenges due to the pandemic but provided valuable insights. E1 plans to collaborate with NS Power through the DR Working Group to explore future locational DSM opportunities.

7.3.3.5 MARKET TRANSFORMATION In 2023-2025, E1 will place increased emphasis on activities that help to redefine the market for energy efficiency through market transformation and customer education. Market transformation is a high-level f...

AI summary E1 plans to focus on market transformation and customer education from 2023-2025, aiming to redefine the energy efficiency market by accelerating the adoption of efficient products and practices. This includes improving building code compliance, aligning provincial standards with federal regulations, and participating in national standard-setting committees.

7.3.3.6 DATA & ANALYTICS - Over the past decade of DSM administration, the use of data and analytics has become increasingly - important to support the effective delivery of the DSM portfolio by providing insights on pilot and program - re...

AI summary Over the past decade, data and analytics have become essential for the effective delivery of DSM programs in Nova Scotia. With the deployment of AMI, high-resolution customer data will support new initiatives, including customized offerings, process improvements, and customer engagement strategies. Advanced analytics, such as machine learning and AI, will be used to enhance program delivery and improve customer interactions.

7.4.1 OBJECTIVES - Investments in E1's Other Enabling Strategies: - support the evolution of DSM programs and future DSM Resource Plans via research and development initiatives; - ensure the cohesive oversight, development, and reporting o...

AI summary The objectives outlined include supporting the evolution of DSM programs and future DSM Resource Plans through research and development, ensuring cohesive oversight and reporting of regulatory filings, and improving stakeholder engagement through relationship management and consultations.

7.4.2 OVERVIEW - Other Enabling Strategies for 2023-2025 is comprised of Regulatory Affairs activities, which include the - following activities: - NSUARB processes, such as DSM Plan development and reporting; - DSM Advisory Group initiati...

AI summary This section outlines the activities under Other Enabling Strategies for 2023-2025, including regulatory affairs, DSM Plan development, stakeholder consultation, industry research, and legal work related to regulatory initiatives. Table 62 summarizes the three-year investment and focus areas for this component.

7.4.3.1 DSM PLAN DEVELOPMENT & REPORTING - DSM Plan development and reporting activities are an essential function of E1's Regulatory Affairs Team. - Through its Enabling Strategies, Regulatory Affairs manages all demand side management re...

AI summary The document outlines the development and reporting activities related to the DSM Plan by E1's Regulatory Affairs Team, including the creation of the 2026-2028 DSM Resource Plan, collaboration with NS Power and stakeholders, and submission of various reports and studies to the NSUARB.

7.4.3.2 STAKEHOLDER ENGAGEMENT - Support and engagement of stakeholders is a topic of significance to E1. As described in Section [2.1](#page 1-0) of this - Plan, stakeholder feedback following the development of the 2020-2022 DSM Plan cen...

AI summary Stakeholder engagement is a priority for E1, with efforts to involve stakeholders early and often in the development of DSM Plans. The 2023-2025 DSM Plan includes multiple consultations, feedback opportunities, and regular engagement activities such as DSMAG meetings and a SharePoint site for document sharing.

8. EVALUATION - E1's measurement and evaluation activities are a crucial component of its Regulatory Affairs functions. - Through independent, third-party measurement and evaluation processes, E1 is able to stay accountable - to its tracke...

AI summary E1 emphasizes the importance of independent evaluation activities in its Regulatory Affairs functions to ensure accountability and improve the performance of EE and DR programs. It proposes a similar approach in the Settlement Plan as in the 2020-2022 DSM Resource Plan, including annual impact evaluations to measure energy and demand savings and support continuous improvement.

8.1 IMPACT EVALUATIONS - Annual impact evaluations will provide E1, 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 - Se...

AI summary Annual impact evaluations will assess the progress of energy and system-peak demand savings towards approved targets. The evaluations may be condensed or comprehensive, depending on the program's maturity and changes. The pandemic allowed for the use of virtual site visits, which may be continued.

8.3 DEMAND RESPONSE - As a part of the Settlement Plan, DR will be introduced as a new program with several pathways under the - Residential and BNI DR program components. DR program evaluation is aimed at verifying and quantifying - the a...

AI summary The document outlines the introduction of a Demand Response (DR) program as part of the Settlement Plan, including residential and BNI DR components. E1 conducted pilot initiatives in the 2021/2022 winter period and engaged an Evaluator to develop evaluation strategies using ex-ante and ex-post methods for assessing DR programs.

Performance Targets consist of: - Cumulative annual energy savings; and - Cumulative annual system-peak demand savings.

AI summary Performance targets include cumulative annual energy savings and cumulative annual system-peak demand savings, indicating key metrics for evaluating program effectiveness.

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

AI summary The document outlines performance indicators for energy efficiency and demand response programs, including annual and cumulative energy savings, system-peak demand savings, and demand response capacity. Performance targets are set at the portfolio level, specifically the DSM Plan. Metrics such as customer satisfaction and low-income program participation are also included.

10. CONCLUSION - The Settlement Plan is responsive to the climate emergency and helps advance recent environmental goals - preparing for the future. The Settlement Plan positions E1 to achieve levels of DSM in the future and is a - transit...

AI summary The Settlement Plan addresses the climate emergency, increases energy efficiency targets, expands accessibility and equity programs, and is cost-effective with significant lifetime benefits to ratepayers. It reflects stakeholder input and is in the best interest of ratepayers, supporting growth in energy efficiency and demand response.

Figure 4: Small Industrial Rate Class – Settlement Plan Payback Figure 5: Medium Industrial Rate Class – Settlement Plan Payback

AI summary The text presents two figures illustrating the payback for settlement plans in small and medium industrial rate classes, likely related to energy efficiency or demand response programs. These figures are part of a regulatory proceeding and may be used to evaluate the financial impact of such programs.

Figure 6: Large Industrial Rate Class – Settlement Plan Payback

AI summary Figure 6 illustrates the payback for the Large Industrial Rate Class under a settlement plan, likely involving demand response and distributed energy resources management systems.

ISSUE The purpose of the avoided costs discussion with the Demand Side Management Advisory Group (DSMAG) was to achieve the following deliverable as described in the DSMAG Terms of Reference: " Developing a methodology and process for ensu...

AI summary The discussion with the Demand Side Management Advisory Group (DSMAG) aimed to develop a methodology for regularly updating avoided costs information. The objectives included defining avoided costs, establishing estimation methodologies, determining update timing, and finalizing values for the 2023-2025 DSM Plan. The original May 31, 2021 timeline has passed, but the goal remains to finalize the remaining items as soon as possible.

DSM PLANNING MODELS THAT USE AVOIDED COST INPUTS - A. Energy Efficiency Process Model: The following five categories of avoided costs will be used to calculate the benefits of the energy efficiency portfolio for the 2023-2025 DSM Plan and...

AI summary The document outlines the use of avoided cost inputs in three planning models for the 2023-2025 DSM Plan: the Energy Efficiency Process Model, the Demand Response DRSim Model, and the Rate and Bill Impact Analysis (RBIA). Each model specifies categories of avoided costs used for calculating benefits and conducting cost-effectiveness testing.

Cost Effectiveness Screening: - A. For the 2023-2025 DSM Resource Plan, the Total Resource Cost (TRC) test with avoided costs of carbon included will be used for program screening in building the DSM portfolio. TRC results without carbon h...

AI summary The 2023-2025 DSM Resource Plan uses the Total Resource Cost (TRC) test with avoided costs of carbon for program screening. Cost effectiveness testing has been conducted for both energy efficiency and demand response components as part of the plan's development.

A. Energy Efficiency Process Model E1 will use the Equivalent Escalating Series stream (AVC 2.0C NPV 2023) of avoided costs of energy as calculated by NS Power for the IRP Reference Plan (Scenario 2.0C) and provided to the DSMAG on August...

AI summary E1 will use the Equivalent Escalating Series stream of avoided costs of energy calculated by NS Power for the IRP Reference Plan and provided to the DSMAG in August 2021 for the energy efficiency portfolio in the 2023-2025 DSM Plan. These values are presented in Table 1 as nominal.

E1 will use the Fitted Series PRM adjusted stream (AVC 2.0C NPV 2023) of avoided costs of capacity as calculated by NS Power for the IRP Reference Plan (scenario 2.0C) and provided to the DSMAG on August 20, 2021 for the energy efficiency...

AI summary E1 will use the Fitted Series PRM adjusted stream of avoided costs of capacity, calculated by NS Power for the IRP Reference Plan and provided to the DSMAG in August 2021 for the energy efficiency portfolio in the 2023-2025 DSM Plan. These values are presented in Table 3 as nominal.

A. Energy Efficiency Process Model E1 will use the system wide avoided costs of T&D as calculated by NS Power for the energy efficiency portfolio in the 2023-2025 DSM Plan. The calculated values are an outcome of resolving the remaining it...

AI summary E1 will use the system-wide avoided costs of T&D as calculated by NS Power for the energy efficiency portfolio in the 2023-2025 DSM Plan, extrapolating values using a 2% annual inflation rate from a 2021 snapshot.

DATE FILED: 11 March 2022 ______________________________________________________________________________ Page 6 of 13 Avoided T&D Costs – System Wide Year Transmission ($/kW-yr.) Distribution ($/kW-yr.) Total ($/kW-yr.) 2042 $35.17 $30.62...

AI summary The text presents a table showing avoided transmission and distribution costs from 2042 to 2063, with costs extrapolated using a 2% annual inflation rate. It also references a Demand Response DRSim Model, indicating a focus on demand-side management and cost projections.

A. Energy Efficiency PROCess Model Throughout the past year, stakeholders have discussed a variety of methods for estimating the Avoided Cost of carbon. The primary objective of these discussions was to satisfy the UARB's directives to imp...

AI summary The document discusses the Avoided Cost of Carbon calculation method, which involves DSM energy savings, carbon intensity, and carbon credit price. The Federal trajectory of carbon pricing is used, with a 2% annual increase beyond 2030 to account for inflation. This aims to improve the calculation of avoided emissions for the 2023-2025 DSM Plan and historical carbon reductions.

- 1. E1's initial proposed method (October 2020), which accounts for the timing of reductions, but does not lend itself well to incorporation in cost-effectiveness testing, as stakeholders have pointed out that it requires the use of some...

AI summary The document discusses two methods for estimating carbon reductions from demand-side management (DSM): E1's initial method, which accounts for timing but has issues with cost-effectiveness testing, and the DICE method, which directly estimates incremental carbon reductions but only roughly estimates the timing of DSM savings.

of generation via the construction of the with- and without-DSM 2020 Integrated Resource Plan (IRP) scenarios (i.e. 2.0C and 2.0C-No DSM), but only roughly estimates the hourly-timing of DSM savings. E1's initial proposed method of using h...

AI summary The document discusses methods for calculating GHG emissions reductions from demand-side management (DSM) savings, including the use of historical hourly marginal generation and DSM savings profiles. Concerns are raised about applying emissions intensity and carbon price to all DSM savings for cost-effectiveness testing, with suggestions to maintain a simpler approach for calculating carbon reductions.

e and may always be parties that want to know the amount of carbon reductions due to DSM calculated in a way that values all DSM savings with respect to the actual generation November 15, 2021 Page 8 _______________________________________...

AI summary E1 proposes a method to estimate future avoided carbon emissions from DSM savings, considering the mix of the electricity system, rather than a counterfactual IRP scenario. The key challenge is determining the incremental portion of emissions related to the no-DSM scenario for cost-effectiveness testing.

this approach for cost effectiveness testing, as identified by stakeholders, is that there is no clear way to estimate what portion of those emissions are incremental to the relevant no-DSM scenario.

AI summary The text discusses challenges in cost-effectiveness testing for demand-side management (DSM), specifically the difficulty in estimating incremental emissions related to the no-DSM scenario as identified by stakeholders.

The Difference in Carbon Emissions (DICE) method is similar to the treatment of avoided costs of energy. The amount of carbon reduction due to DSM is calculated by comparing the IRP carbon emissions between scenarios with and without DSM t...

AI summary The text discusses the DICE method for calculating carbon emissions reductions from demand-side management (DSM) by comparing scenarios with and without DSM. It suggests refining the load shape modeling in future integrated resource plans (IRPs) and incorporating revenue from carbon credits to better reflect avoided costs. Figure 1 illustrates the method using emissions data from IRP scenarios.

M. Both scenarios emit below the hard cap. The difference between the scenario emissions is the net avoided emissions due to DSM, and is also shown as the shaded yellow area. November 15, 2021 Page 9 DATE FILED: 11 March 2022 _____________...

AI summary The text discusses the calculation of intensity based on avoided emissions and energy consumption, comparing different DSM scenarios. It highlights the use of the Base DSM scenario's intensity for all modeled scenarios, ensuring consistency in the approach for evaluating DSM plans.

Table 6 Calculation method Savings Intensity Round 1 Model approach used for 2023-2025 DSM Plan • All DSM savings • One average production intensity per year • Future intensities calculated by dividing total emissions by Net System Require...

AI summary Table 6 outlines two calculation methods used for the 2023-2025 DSM Plan. The first method considers all DSM savings with one average production intensity per year, while the second method uses a scaling factor and considers some DSM savings, though the amount is not determined.

November 15, 2021 Page 11 DATE FILED: 11 March 2022 ______________________________________________________________________________ Page 11 of 13 accounting for the timing of reductions and may be used in the future for historical emissions...

AI summary The DICE method is discussed as a tool for estimating carbon savings and their value stream, aligning with avoided energy and capacity costs. While it is considered reasonable and useful for the Integrated Resource Plan (IRP), improvements by Resource Insight or Synapse could enhance its application in the DSM Plan filing.

C. Rate and Bill Impact Analysis E1 intends to use the same approach for its RBIA as it uses for cost effectiveness testing of energy efficiency programs. This will be some version of the DICE method, perhaps adjusted to better account for...

AI summary E1 plans to use a version of the DICE method for its RBIA, similar to its approach for cost effectiveness testing of energy efficiency programs, with possible adjustments to better account for the timing of DSM savings.

Introduction This memorandum presents the results of the jurisdictional scan conducted by Guidehouse to identify best practice methodologies for forecasting DSM plan participation. In conjunction with EfficiencyOne (E1), Guidehouse identif...

AI summary This memorandum outlines the results of a jurisdictional scan by Guidehouse to identify best practices for forecasting DSM plan participation. Guidehouse collaborated with EfficiencyOne to interview leading North American program administrators and analyze data from other administrators to evaluate forecasting methodologies.

Interviews Guidehouse conducted three interviews with program design and administration staff at leading North American DSM program administrators. Additionally, Guidehouse benchmarked the participation forecasting and incentive setting pr...

AI summary Guidehouse conducted interviews with several DSM program administrators and benchmarked participation forecasting and incentive-setting processes. Table 1 lists the PAs included in the scan and indicates whether interviews were conducted.

Efficiency Maine – Interview Summary Efficiency Maine (EMT) operates in a unique regulatory environment with the mandate to achieve all costeffective savings. Therefore, portfolio energy and demand requirements are not explicitly set throu...

AI summary Efficiency Maine (EMT) uses a combination of internal program manager discussions, past performance data, and periodic baseline studies to forecast measure participation. This approach differs from E1's and involves leveraging research tools and potential studies from similar jurisdictions to refine forecasts for new measures.

Efficiency Vermont – Interview Summary Efficiency Vermont (EVT) operates in a similar regulatory environment to E1. EVT develops 3-year plans and targets for approval with the Vermont Public Utility Commission. The primary differences betw...

AI summary Efficiency Vermont (EVT) develops 3-year plans and targets for approval with the Vermont Public Utility Commission. It uses a 20-year forecast updated during the planning period, trends existing measure participation, and relies on industry research and pilot programs for new measures. EVT prioritizes manual reviews of KPIs and market assessments over structured optimization for setting goals.

Wisconsin Focus on Energy – Interview Summary Focus on Energy (FoE) in Wisconsin is mandated to achieve a specific regulatory energy efficiency savings target for its four-year plan period determined through a Public Service Commission spo...

AI summary Focus on Energy (FoE) in Wisconsin is mandated to achieve energy efficiency targets through a Public Service Commission study. FoE collaborates with contractors to develop participation estimates and incentive levels, using Future Focus funding for research on new technologies. Monthly forecasts and semi-annual reviews help adjust programs based on customer behavior and weather impacts.

Key Findings There is no single best practice for program administrator (PA) participation and incentive setting processes during portfolio design. The researched utilities have demonstrated successful implementation and goal achievement t...

AI summary The document discusses various strategies for program administrators (PAs) in forecasting participation and setting incentives during portfolio design. It highlights that no single method is universally best, and different PAs use varying approaches, such as leveraging past performance, targeted research, and structured optimization modeling.

Interview Guide The following questions were used to guide the interviews conducted with the three PAs (EMT, EVT, FoE). Interviews were largely free form and deviations from the guiding questions were common as utility specific nuances eme...

AI summary This interview guide outlines questions for Program Administrators (PAs) involved in Demand Side Management (DSM) programs. It focuses on program planning, forecasting, and evaluation processes, including participation forecasting, incentive levels, and retrospective analysis. The guide was used in interviews with EMT, EVT, and FoE.

Context Since the development of EfficiencyOne's (E1) 2020-2022 Demand-Side Management (DSM) Plan, an emerging area of interest in Nova Scotia is demand response (DR). Recently, the Nova Scotia Utility and Review Board (NSUARB) directed E1...

AI summary The document discusses the development of a Demand Response (DR) Roadmap by EfficiencyOne (E1) in collaboration with Nova Scotia Power Incorporated (NS Power), as directed by the Nova Scotia Utility and Review Board (NSUARB). The roadmap aims to guide the creation of DR programs that align with strategic objectives, improve customer options, and enhance customer satisfaction through cost-effective energy management.

Approach This DR assessment establishes the foundation for DR portfolio development. Therefore, a specific task under the portfolio development exercise was to assess peak load reduction estimates from different DR options that E1 could co...

AI summary This DR assessment outlines the approach used to evaluate peak load reduction estimates for different DR options that E1 could consider in its 2023-2025 portfolio plan. The analysis uses primary data from E1, secondary sources, and Guidehouse's DRSimTM model, customized for E1's customer base. Two scenarios are presented: the Settlement Plan and the Alternate Scenario, with the latter assuming lower incentives and participation levels.

Table 1. Summary of DR Options Considered in the Study DR Option Description Eligible Customer Classes Eligible End Uses Residential Electric Baseboard Direct Load Control Control of electric loads by a thermostat and/or load control Small...

AI summary Table 1 summarizes various demand response (DR) options considered in the study, including direct load control, behind-the-meter battery control, EV charging control, and critical peak pricing, along with eligible customer classes and end uses for each option.

DR Option Description Eligible Customer Classes Eligible End Uses Behavioural Demand Response (BDR) DR event notification with energy savings tips, followed by post-event peer comparisons (similar to Residential Behaviour program component...

AI summary The document outlines a Behavioural Demand Response (BDR) option, which involves notifying residential customers during DR events with energy savings tips and post-event peer comparisons to encourage demand reduction. It also references interactions between Demand Response (DR) and Energy Efficiency (EE) programs.

DR Portfolio Assessment Results The DR analysis conducted in this study covers the period 2021-2030. However, the DR savings realized for 2021-2022 winter (which would include 2021 December and January-February of 2022), can be claimed in...

AI summary The DR Portfolio Assessment Results section discusses the period 2021-2030, noting that DR savings for the 2021-2022 winter can be claimed in 2022 after evaluation, measurement, and verification. A one-year time shift is used to represent the year savings can be claimed.

Levelized Costs and Supply Curve As described previously, the supply curve helps determine the relative contributions from the different DR options vis-à-vis the costs for acquiring these resources. [Figure 3](#page-88-1) shows the supply...

AI summary The text discusses the supply curve for demand response (DR) options, including levelized costs and total resource cost (TRC) test costs. It also compares the Net Present Value (NPV), TRC benefit-cost ratios, and levelized costs between the Settlement Plan and Alternate Scenario, noting differences due to participation levels and excluded DR options.

Table 2. NPV Benefits, Costs, and Benefit-Cost Ratios by DR Option for Settlement Plan DR Option NPV of Benefits 2021-2030 ($ million) NPV of Costs 2021-2030 ($ million) TRC Benefit-Cost Ratio TRC Levelized Costs ($/kW-yr.) BTM Battery Con...

AI summary Table 2 presents the NPV benefits, costs, and benefit-cost ratios for various demand response (DR) options under the Settlement Plan, including BTM Battery Control, BNI Curtailment, and EV Charging Control, among others, highlighting the financial performance of each DR option from 2021 to 2030.

Table 3. NPV Benefits, Costs, and Benefit-Cost Ratios by DR Option for Alternate Scenario DR Option NPV of Benefits 2021-2030 ($ million) NPV of Costs 2021-2030 ($ million) TRC Benefit-Cost Ratio TRC Levelized Costs ($/kW-yr.) BTM Battery...

AI summary Table 3 presents the NPV benefits, costs, and benefit-cost ratios for various DR options under an alternate scenario. Figure 4 estimates peak load reduction from E1 DR options, with BTM Battery Control and DLC contributing the most. BNI Curtailment has a smaller share.

DR Business Functions and E1 and NS Power Roles and Responsibilities This section describes the core DR-related business activities and indicates E1's assumed responsibilities and NS Power's assumed responsibilities for performing these ac...

AI summary This section outlines the core demand response (DR) business functions and the respective roles and responsibilities of E1 and NS Power. The information is based on discussions from the E1/NS Power Joint Demand Response Working Group and supported by Guidehouse's expertise.

Table 4. DR Business Functions and Assumed Responsibilities Responsit le Party Business Function E1 NS Power Define Program Parameters and Initiate DR Events Support Perform lation Provision of DRMS/DERMS Perform Foundation Marketing, Cust...

AI summary Table 4 outlines the business functions and responsibilities for Demand Response (DR) between EfficiencyOne (E1) and Nova Scotia Power (NS Power). It details roles such as defining program parameters, technology installation, program administration, and coordination with Energy Efficiency (EE) programs. The Roadmap also mentions an integrated approach to EE-DR program delivery.

1. Introduction Since the development of EfficiencyOne (E1's) 2020-2022 demand-side management (DSM) Plan, an emerging area of interest in Nova Scotia is demand response (DR). While there has been little demand response activity in Nova Sc...

AI summary The document outlines the development of a demand response (DR) portfolio by EfficiencyOne (E1) in collaboration with Nova Scotia Power Incorporated (NS Power) to meet strategic objectives and expand customer options for managing electricity usage. The DR Roadmap aims to guide E1 in developing a portfolio of DR programs, assessing potential, and establishing a trajectory for acquiring these resources.

2. Demand Response Analysis Approach DR assessment establishes the foundation for DR portfolio development. Therefore, a specific task under the portfolio development exercise was to assess peak load reduction estimates from different DR o...

AI summary The document outlines the approach for assessing peak load reduction estimates from various Demand Response (DR) options, which is a key component of developing E1's three-year DR portfolio plan.

2.1 Analysis Approach The DR assessment is based on a bottom-up analysis that utilizes primary data from E1 and relevant secondary sources of information. The assessment was conducted using Guidehouse's DRSimTM model, which was customized...

AI summary The DR assessment uses a bottom-up approach with primary data from E1 and Guidehouse's DRSimTM model to evaluate demand response options, considering customer segments, costs, and cost-effectiveness. Figure 7 outlines the stepwise process for estimating peak load reduction and costs.

2.1.1 Market Segmentation Market segmentation is the first step in the DR assessment process. [Table 5](#page-94-2) presents the different levels of market segmentation for this assessment. The segmentation by customer size is based on Nov...

AI summary Market segmentation is the first step in the DR assessment process. Table 5 presents different levels of market segmentation based on Nova Scotia Power's electricity rate classes.

Table 5. Market Segmentation and Applicable DR Options Customer Class in Analysis Nova Scotia Power Rate Class Residential • Residential Small Commercial • Small General • General (<100 kW avg. monthly peak load) Large Commercial • Large G...

AI summary Table 5 outlines market segmentation and applicable demand response (DR) options for different customer classes in Nova Scotia, including residential, commercial, industrial, and interruptible classes. It also mentions baseline projections for further analysis.

2.1.3 Customer Count Projections The following steps were followed to generate customer count projections: - Separate out Interruptible Rider customers using Business, Non-profit & Institutional (BNI) account counts by rate class - Exclude...

AI summary Customer count projections were generated by separating interruptible rider customers, excluding specific account types, disaggregating data by business types and residential categories, and using EV adoption forecasts. Forecasts are presented in Figure 8 and Table 6 over a ten-year period.

2.1.4 Peak Period Definition and Baseline Peak Demand Projections A key element of market characterization for the DR portfolio assessment is to develop disaggregated bottom-up peak demand projections by customer class, segment and end use...

AI summary The document outlines the methodology for defining peak periods and projecting baseline peak demand for the DR portfolio assessment, using historical load data, end-use shares, and energy sales forecasts. It emphasizes the importance of disaggregated bottom-up projections by customer class, segment, and end use.

2.1.5 Battery Adoption Projections Due to a lack of information on battery adoption projections in Nova Scotia, Guidehouse developed high-level battery adoption forecasts using assumptions drawn from Guidehouse Insights reports and industr...

AI summary Guidehouse developed high-level battery adoption forecasts for Nova Scotia, using assumptions from industry reports and expertise. The projections consider factors like upfront costs, bill savings, and payback periods, while also incorporating a noneconomic adoption adder for residential customers. The model uses a Bass-diffusion curve with a 10-year ramp rate to simulate adoption trends.

2.1.6 DR Options Characterization Once the baseline peak demand projections are developed, the next step is to characterize DR options. [Table 8](#page-101-1) summarizes the DR options included in the study. These options are based on benc...

AI summary The document outlines the process of characterizing Demand Response (DR) options following baseline peak demand projections. Table 8 summarizes the DR options included in the study, which are based on benchmarking with current and emerging DR options and existing DR pilot projects. Time-of-Use (TOU) rates are excluded from the DR portfolio as they are solely implemented by NS Power and outside the scope of E1.

Table 8. Summary of DR Options Considered in the Study DR Option Description Eligible Customer Classes Eligible End Uses Residential Electric Baseboard Direct Load Control Control of electric loads by a thermostat and/or load control Small...

AI summary Table 8 summarizes various Demand Response (DR) options considered in the study, including Direct Load Control, BNI Curtailment, Behind The Meter Battery Control, EV Charging Control, Critical Peak Pricing, and Behavioural Demand Response. Each DR option is described with eligible customer classes and end uses.

These options were then mapped to eligible customer classes. Table 9 shows the mapping of applicable DR options by customer class.

AI summary The text discusses the mapping of applicable demand response (DR) options to eligible customer classes, as shown in Table 9.

Table 9. Customer Class and Applicable DR Options Customer Class DLC BNI Curtailment Behavioural DR BTM Battery Control EV Charging Control Critical Peak Pricing Time-of- Use Rates 11 Interruptible Rider - $\checkmark$ - $\sqrt{}$ - - - La...

AI summary Table 9 outlines various demand response (DR) options applicable to different customer classes, including DLC, BNI curtailment, behavioural DR, BTM battery control, EV charging control, critical peak pricing, and time-of-use rates. The table highlights which DR options are available to each customer class, such as residential and commercial customers.

The key inputs for peak load reduction estimation from DR are assumptions on participation rates in DR options (expressed as "% of eligible customers enrolled in DR options") and unit load reductions (per customer load reduction expressed...

AI summary The document discusses methods for estimating peak load reduction from Demand Response (DR) programs, emphasizing the importance of participation rates and unit load reductions. It highlights the use of a participation hierarchy to avoid double-counting savings and references the National Assessment of DR Potential Study by FERC.

Table 10. DR Options Hierarchy to Account for Participation Overlaps Customer Class DR Option Eligible Customers DLC Customers with eligible end-use devices CPP Customers not enrolled in DLC TOU Customers not enrolled in DLC or CPP Residen...

AI summary Table 10 outlines a hierarchy of demand response (DR) options for different customer classes, ensuring participation overlaps are accounted for. It categorizes eligible customers for each DR option, including DLC, CPP, TOU, behavioural DR, and BTM battery control, across residential, small commercial/industrial, and large commercial/industrial customer classes.

In addition to these two key inputs for peak load reduction calculations, assumptions are made on itemized program costs necessary for estimating annual program budgets and for undertaking cost-effectiveness assessment of individual DR opt...

AI summary The text discusses assumptions made on itemized program costs for estimating annual program budgets and conducting cost-effectiveness assessments of DR options and the DR portfolio, based on benchmarking with similar programs and program administrators.

Table 11. Key Variables for DR Savings and Cost Estimates Item Description Participation Rates Percentage of eligible customers/load that enroll in a DR Option Unit Impacts • kW reduction per device/customer • Reduction as % of enrolled lo...

AI summary Table 11 outlines key variables for Demand Response (DR) savings and cost estimates, including participation rates, unit impacts, program costs, and avoided costs. Program costs are assigned to EfficiencyOne (E1) and Nova Scotia Power (NS Power) based on their roles. Technology enablement costs for energy efficiency (EE)-DR measures are shared between EE and DR based on the present value of benefits.

Scenario Analysis The DR analysis produced MW savings and costs for two scenarios, which are the Settlement Plan and Alternate Scenario. These align with the scenarios in the EE analysis and use the EE analysis results for the baseline pea...

AI summary The scenario analysis compares two DR scenarios—Settlement Plan and Alternate Scenario—based on incentive levels and enrollment in DR programs. The Alternate Scenario assumes lower incentives, leading to reduced participation and the exclusion of certain DR suboptions like EV Charging Control and Behavioural DR.

Treatment of Non-Energy Benefits and Costs for DR The cost-effectiveness assessment conducted as part of the DR portfolio did not include nonenergy impacts (NEIs) for DR and therefore did not quantify non-energy benefits or costs. The non-...

AI summary The cost-effectiveness assessment for the DR portfolio did not include non-energy impacts, such as environmental benefits, job creation, and health benefits, nor did it quantify non-energy costs like transaction costs and value of service lost from DR program participation.

3. Demand Response Portfolio Results The discussion of a portfolio of DR program options for E1 outlines a strategy for acquisition and development of load management resources based on NS Power's current DR-related activities and an exami...

AI summary This section outlines a strategy for developing a Demand Response (DR) portfolio for EfficiencyOne (E1), based on Nova Scotia Power's current DR activities and an analysis of DR programs from other administrators. It references the DR Roadmap assessment and presents suggested DR program options and pilots for E1's consideration.

3.1 DR Portfolio Assessment Results This section presents peak load reduction and cost estimates from the different DR options considered in the assessment and the cost-effectiveness findings for these options. The DR analysis conducted in...

AI summary This section presents peak load reduction and cost estimates from various demand response (DR) options analyzed for the period 2021-2030. It discusses supply curve results, benefit-cost ratios, and annual achievable peak load reduction estimates by customer class, with a one-year time shift to reflect when savings can be claimed.

3.1.1 Levelized Costs and Supply Curve As described previously, the supply curve helps determine the relative contributions from the different DR options vis-à-vis the costs for acquiring these resources. [Figure 14](#page-107-0) shows the...

AI summary The text discusses the supply curve and levelized costs for various Demand Response (DR) options in the Settlement Plan, highlighting BTM battery control as the least cost option and the contributions and costs of different DR strategies, including DLC, BNI Curtailment, and EV charging control. It also compares the Settlement Plan with the Alternate Scenario, noting differences in participation and cost allocation.

DR Option NPV of Benefits 2021-2030 ($ million) NPV of Costs 2021-2030 ($ million) TRC Benefit-Cost Ratio TRC Levelized Costs ($/kW-yr.) BTM Battery Control $19.37 $3.05 6.35 $24.72 BNI Curtailment $6.99 $4.33 1.61 $81.37 Behavioural DR $1...

AI summary This table presents the net present value (NPV) of benefits and costs, along with benefit-cost ratios and levelized costs for various demand response (DR) options under alternate scenarios. The data shows the financial viability and cost-effectiveness of different DR strategies over the 2021-2030 period.

EfficiencyOne Demand Response Roadmap [Figure 21](#page-114-0) shows an itemized breakdown of the annual E1 portfolio costs for the Settlement Plan. Incentives consistently constitute the highest share in costs, comprising an increasing pe...

AI summary The document outlines the annual costs of the EfficiencyOne Demand Response (DR) Portfolio under the Settlement Plan, highlighting that incentives constitute the largest portion of costs, with technology enablement and program development costs fluctuating over time as programs mature.

3.2 Summaries by DR Option[19](#page-115-3) This section presents detailed summaries for each DR option. The savings and costs discussed in this section are for the Settlement Plan.

AI summary This section provides detailed summaries for each Demand Response (DR) option, with the savings and costs discussed being specific to the Settlement Plan.

3.2.1 Direct Load Control (DLC)-Thermostat (BYOT and DI) The 2023-2025 DR Portfolio includes a Direct Load Control (DLC) option with both Bring-Your-Own-Thermostat (BYOT) and Direct Install (DI) delivery approaches. BYOT applies to residen...

AI summary The 2023-2025 DR Portfolio includes a Direct Load Control (DLC) option with Bring-Your-Own-Thermostat (BYOT) and Direct Install (DI) approaches. BYOT is expected to provide 0.39 MW of load reduction, while DI is expected to provide 0.10 MW, primarily from residential customers.

Table 14. DLC Thermostat-BYOT and DI Characteristics Item Description Program Description • Direct Load Control option to customers with Wi-Fi enabled smart thermostats, where customer electric space heating is controlled during DR events,...

AI summary The document outlines two approaches for implementing Direct Load Control (DLC) thermostats: Bring Your Own Thermostat (BYOT) and Direct Install (DI). Under BYOT, customers receive rebates for using their own smart thermostats, while under DI, thermostats are installed at no cost. Both approaches aim to enable demand response (DR) events through temperature reset strategies.

Item Description Eligible Customers • Residential, small commercial, and small industrial customers with central heat pumps (HP), mini-split heat pumps (MSHP), or baseboard heaters and with smart thermostats to control the different equipm...

AI summary The text outlines the parameters and assumptions for a program targeting residential and small commercial/industrial customers with heat pumps and smart thermostats. It details eligible customers, participation levels, operating months, event windows, and unit impacts in terms of kW reduction per thermostat. Participation is expected to ramp up gradually by 2023 and 2025.

Item Description Participation Incentives • Residential Central HP: $25/new participant (one-time enrollment), o $50/participant/yr. annual participation incentive. Baseboard and MSHP: $5/new participant (one-time enrollment), o $10/yr. ex...

AI summary The document outlines participation incentives for residential and small commercial and industrial (C&I) participants in the Direct Load Control (DLC) program, including one-time enrollment incentives and annual participation incentives. It also projects a 0.5 MW peak load reduction by 2025 and estimates cumulative costs for DLC using smart thermostats from 2023 to 2025 at around $443.3k.

The 2023-2025 DR Portfolio includes a Bring Your Own Device (BYOD) controllable water heater and Direct Install (DI) water heater switch option to residential and small C&I customers. This option is expected to provide approximately 5.5 MW...

AI summary The 2023-2025 DR Portfolio includes a Bring Your Own Device (BYOD) controllable water heater and Direct Install (DI) water heater switch option for residential and small C&I customers, expected to provide 5.5 MW of load reduction by 2025, with 80-95% of the reductions coming from residential customers.

Table 15. DLC Water Heater-BYOD and DI Characteristics Item Description Program Description • Direct Load Control option that controls electric water heater during peak demand periods. Under the BYOD approach, customers enroll already purc...

AI summary This table outlines the characteristics of the DLC Water Heater-BYOD and DI programs. The BYOD approach allows customers to enroll existing controllable water heaters, while the DI approach involves retrofitting controllers to existing water heaters at no cost. Eligible customers include residential, small commercial, and small industrial users.

Item Description Program Enrollment Assumptions • Steady state participation levels22 range from 10% to 30% of eligible customers depending on the customer segment and the type of delivery (BYOD and DI). Eligible customers are those that e...

AI summary The document outlines assumptions and parameters for a demand response program, including participation levels, event timing, unit impacts, and projected load reduction. It also discusses the BNI Curtailment Option as part of the DR Portfolio, targeting large C&I customers and projected to provide 9 MW of load reduction by 2025.

22 Represents participation levels in mature programs after an option is fully ramped up. 23 Peak reduction and cost results are for the Settlement Plan. Approximately 80 percent of the total reduction is expected to be realized from large...

AI summary The text discusses the expected participation levels in a mature program, with 80% of the total reduction anticipated from large commercial customers and 20% from large industrial and interruptible rider customers. It outlines two delivery approaches: an aggregator-managed option and an in-house delivery option, each accounting for 50% of the enrollment.

also be offered year-round to provide load reductions during other Item Description E1 will offer the BNI Curtailment option to Large C&I and Interruptible customers. • Customers agree to reduce load by a fixed contracted amount when Table...

AI summary E1 will offer the BNI Curtailment option to Large Commercial and Industrial (C&I) and Interruptible customers, allowing them to reduce load by a fixed contracted amount when needed, as outlined in Table 16.

Item Description Eligible Customers • Interruptible Rider • Large C&I Program Enrollment Assumptions • Enrollment varies by customer segment (business type) and ranges from 5% to 50% of total eligible customers/load. These percentages repr...

AI summary The document outlines the parameters and assumptions for a demand-side management program, including eligible customers, enrollment rates, event timing, notification methods, and incentives. It projects a 9 MW peak load reduction in 2025 with estimated program costs of approximately $3.3 million for the 2023-2025 period.

3.2.4 Critical Peak Pricing (CPP) Option The 2023-2025 DR Portfolio includes a Critical Peak Pricing offer to Residential and Small C&I customers.[25](#page-121-2) Customers enrolled in the CPP rate will be offered smart thermostats as an...

AI summary The 2023-2025 DR Portfolio includes a Critical Peak Pricing (CPP) option for residential and small C&I customers, offering smart thermostats at no cost. E1 can claim only the portion of CPP savings associated with these thermostats, with projected savings of 0.03 MW by 2025, split between residential and small commercial/industrial customers.

Table 17. Critical Peak Pricing Option Characteristics Item Description Program Description • NS Power plans to offer voluntary opt-in to Residential and Small C&I customer classes starting in 2023, based on the approved CPP rate submitted...

AI summary NS Power plans to introduce a voluntary Critical Peak Pricing (CPP) rate for residential and small commercial/industrial customers starting in 2023, with a 150 cents/kWh critical peak rate. The program includes the direct installation of no-cost smart thermostats to enhance load reduction during peak events. Enrollment is expected to reach 15% of eligible customers after a 5-year period, and the CPP rate is currently a pilot subject to future NSUARB approval.

Item Description The key parameters are listed below with initial assumptions, subject to further revisions during the detailed design stage prior to launch. Operating Months • E1 plans to utilize this for winter peak reduction (Dec. throu...

AI summary The document outlines the parameters for a Critical Peak Pricing (CPP) program, including operating months, event timing, participant load reduction impacts, and projected load reduction and costs for the Settlement Plan. It notes that residential and small C&I participants can achieve varying levels of load reduction depending on enabling technology.

3.2.5 Electric Vehicle (EV) Charging Control The 2023-2025 DR Portfolio includes an Electric Vehicle Charging Control option for customers with EVs. The option is projected to provide approximately 0.08 MW of load reduction by 2025. [Table...

AI summary The 2023-2025 DR Portfolio includes an Electric Vehicle Charging Control option aimed at reducing load by approximately 0.08 MW by 2025. Table 18 outlines the high-level design and key characteristics of this option.

Table 18. EV Charging Control Option Characteristics Item EV Charging Control Description This option will manage EV charging by controlling either through the EVSE or through onboard telematics at the vehicle. This option could potentiall...

AI summary Table 18 outlines the characteristics of an EV Charging Control option aimed at managing EV charging through the EVSE or onboard telematics. It includes eligibility criteria, participation assumptions, event parameters, incentives, and projected load reductions, with a focus on winter peak reduction and a participation incentive of $32/kW-yr.

3.2.6 Behind-the-Meter (BTM) Battery Control The 2023-2025 DR Portfolio includes a BTM Battery Control option to residential and C&I customers with controllable battery storage systems. This option is projected to provide around 1.75 MW of...

AI summary The 2023-2025 DR Portfolio includes a BTM Battery Control option for residential and C&I customers with controllable battery storage systems, projected to provide around 1.75 MW of load reduction by 2025.

Table 19. BTM Battery Control Option Characteristics Item BTM Battery Control Description Under this option, BTM batteries will be dispatched for supply to the grid during DR events. E1 will share 20% of the installed Battery Energy Storag...

AI summary This table outlines the characteristics of the Behind-the-Meter (BTM) Battery Control Option, including customer eligibility, participation incentives, and projected load reductions. E1 will share 20% of the installed Battery Energy Storage System (BESS) costs, and customers agree to have the BESS available for dispatch during demand response (DR) events.

3.2.7 Behavioural DR E1 expect to offer a Behavioural DR option to residential customers. This option is projected to provide approximately 1.1 MW of load reduction by 2025. [Table 20](#page-125-1) presents a high-level design and outlines...

AI summary E1 plans to offer a Behavioural Demand Response option to residential customers, aiming to achieve approximately 1.1 MW of load reduction by 2025. The high-level design and key characteristics are detailed in Table 20.

Table 20. Behavioural DR Option Characteristics Item Behavioural DR Description Residential customers will be offered the BDR option on an opt-in basis. BDR does not offer any financial incentives for customers to reduce their usage, nor d...

AI summary The Behavioural Demand Response (BDR) program offers residential customers an opt-in option to reduce electricity usage during high-demand periods through communication and social comparisons, without financial incentives or technology installation. It is projected to achieve a 1.1 MW peak reduction in 2025 with cumulative costs of approximately $233k over the 2023-2025 Plan period.

4. Demand Response Program Delivery This chapter covers the following topics related to DR program delivery: - Assumed DR Business Functions and roles and responsibilities of E1 and NS Power - Energy Efficiency and Demand Response integrat...

AI summary This section outlines the topics related to Demand Response (DR) program delivery, including the assumed business functions and roles of E1 and NS Power, integration considerations with Energy Efficiency, and performance metrics for DR programs.

4.1 DR Business Functions and E1 and NS Power Roles and Responsibilities This section describes the core DR-related business activities and indicates E1's assumed responsibilities and NS Power's assumed responsibilities for performing thes...

AI summary This section outlines the core demand response (DR) business functions and the respective roles and responsibilities of E1 and NS Power. The information is based on discussions from the E1/NS Power Joint Demand Response Working Group and supported by Guidehouse's expertise.

Table 21. DR Business Functions and Assumed Responsibilities Business Function Responsit ole Party Dusiness Function E1 NS Power Define Program Parameters and Initiate DR Events Support Perform lation Provision of DRMS/DERMS Perform Founda...

AI summary Table 21 outlines the business functions and responsibilities related to demand response (DR) programs, specifying the roles of NS Power and other parties. It includes tasks such as defining program parameters, customer recruitment, technology installation, program administration, billing, and coordination with energy efficiency programs.

Provision of DRMS/DERMS NS Power is piloting a DERMS which it may use to manage dispatch of DR events and collect performance data. Individual technology provider and aggregator platforms may need to integrate with the existing DERMS.

AI summary NS Power is piloting a DERMS to manage dispatch of DR events and collect performance data, with potential integration requirements for technology providers and aggregator platforms.

Marketing, Customer Recruitment & Outreach The roles and responsibilities of E1 and NS Power for this function could vary by DR option. For example, for the DLC option (for both Bring your Own Device - BYOD and Direct Install – DI approach...

AI summary The document outlines the roles and responsibilities of E1 and NS Power in marketing, customer recruitment, and outreach for various DR options, including DLC, CPP, BNI Curtailment, BTM Battery Control, EV Charging Control, and Behavioural DR. Responsibilities vary depending on the DR option and the level of collaboration between E1 and NS Power.

Technology/Equipment Installation and Enablement For all DR options, E1 is assumed to be primarily responsible for enabling end-use technology installation at customer sites/premises. E1 would provide incentives for enabling end-use techno...

AI summary The text outlines E1's responsibility for enabling end-use technology installation for DR options, including providing incentives for specific technologies like smart thermostats and lighting controls. Exceptions include the BYOT/BYOD option and aggregator-managed BNI Curtailment, where the aggregator takes on the responsibility.

Program Administration, Data and Performance Analysis E1 is assumed to be primarily responsible for administering the DR program and for undertaking data and performance analysis based on data provided by NS Power and/or third-party DR ser...

AI summary E1 is primarily responsible for administering the DR program and conducting data and performance analysis using data from NS Power and third-party DR service providers. E1 will also develop a performance tracking database and support NS Power in administering the CPP rate.

Billing and Settlement For all DR options, E1 is assumed to be responsible for billing and settlement (customer incentive payments). NS Power would support this function by providing program performance tracking data necessary to undertake...

AI summary E1 is responsible for billing and settlement for all DR options, including customer incentive payments, with NS Power providing performance tracking data. NS Power administers the CPP rate directly as there are no incentive payments for CPP.

Evaluation, Measurement and Verification (EM&V) E1 is assumed to be responsible for sponsoring independent ex-post impact and process evaluation of the program, establish baseline development methodologies and analytical framework for cond...

AI summary E1 is responsible for independent ex-post impact and process evaluation of the program, with NS Power and third-party DR service providers providing data for EM&V analysis. NS Power will use this information to assess whether system needs are met based on DR use cases.

Coordination with EE Activities E1 is assumed to be responsible for all aspects of coordination and integration with EE activities, where relevant. This is further described below.

AI summary E1 is assumed to be responsible for all aspects of coordination and integration with energy efficiency (EE) activities, where relevant. This responsibility is elaborated upon in the following sections of the document.

4.1.2 Integrated EE-DR Program Delivery This section describes how existing EE programs could be utilized to offer incentives for DR enablement and participation, specifically identifies EE measures that provide both EE and DR benefits and...

AI summary This section outlines how existing energy efficiency (EE) programs can be integrated with demand response (DR) initiatives to enhance customer participation and incentives. It describes mappings of EE programs to DR options and provides a framework for combining incentives to improve program effectiveness.

Table 22. Residential EE-DR Integration Considerations EE Program EE Program Component EE-DR Measure for Integration Corresponding DR Option for Integration Considerations Brief Description of EE-DR Integration Approach Efficient Product I...

AI summary The table outlines how the Efficient Product Rebates program integrates with Demand Response (DR) measures, specifically through the use of smart thermostats and the Direct Load Control (DLC) option with a 'Bring Your Own Thermostat' (BYOT) delivery approach, offering rebates and additional incentives for DR participation.

Table 23. BNI EE-DR Integration Considerations EE Program EE Program Component EE-DR Measure for Integration Corresponding DR Option for Integration Considerations Brief Description of EE-DR Integration Approach Efficient Product Business...

AI summary Table 23 outlines the integration of energy efficiency (EE) and demand response (DR) measures under the BNI program. It details how smart thermostats can be used for both EE and DR purposes, with E1 offering rebates and additional incentives for DR participation through the DLC-BYOT option.

32 Customers can also enroll in the rate without enabling technology such as smart thermostats. EE Program EE Program Component EE-DR Measure for Integration Corresponding DR Option for Integration Considerations Brief Description of EE-DR...

AI summary The text discusses customer enrollment in a rate without requiring technology like smart thermostats. It also outlines integration approaches for energy efficiency (EE) and demand response (DR) programs, including the BNI Curtailment and Critical Peak Pricing (CPP) options. These programs offer incentives for participation and installation of energy management systems.

4.2.1 Modelling Approach to Represent EE-DR Interactions This section discusses aspects of the DR portfolio that are integrated with the inputs and outputs of ProCESSTM modelling activities conducted for energy efficiency implementation pl...

AI summary This section outlines the integration of demand response (DR) and energy efficiency (EE) programs in the ProCESSTM modelling approach. It discusses baseline peak adjustment, eligibility alignment, cost-sharing, and joint cost-effectiveness testing. Guidehouse subtracts projected EE savings from sales forecasts and uses smart thermostat adoption data to determine eligible customers for DR programs. Incremental costs are shared between EE and DR portfolios based on TRC benefits.

4.2.2 Integrated EE-DR Cost-Effectiveness The cost-effectiveness of EE technologies that can provide DR benefits can be assessed from a joint EE-DR perspective under an Integrated Demand Side Management (IDSM) framework. Examples of techno...

AI summary The cost-effectiveness of energy efficiency (EE) technologies that also provide demand response (DR) benefits can be evaluated using an integrated EE-DR approach under an IDSM framework. Technologies like smart thermostats and energy management systems are highlighted as examples. Two options are presented for assessing cost-effectiveness, with the first involving joint consideration of EE and DR costs and benefits in TRC calculations.

Table 24. Single Cost-Effectiveness Framework Used to Assess EE-DR Cost-Effectiveness Benefits Costs 1. Energy efficiency benefits from EE-DR measures 1. Full EE-DR measure costs (e.g., cost of a smart thermostat) plus EE program admin. an...

AI summary Table 24 outlines a single cost-effectiveness framework for assessing energy efficiency and demand response (EE-DR) measures. It includes energy efficiency benefits, full EE-DR measure costs, and administrative and O&M costs. It also considers additional DR benefits and increased program administrative costs for integrated EE-DR programs.

Table 25. Separate Cost-Effectiveness Assessment for EE-DR Measures with Split in Costs Benefits Costs 1. Energy efficiency benefits only from EE-DR measures in the EE potential/scenario cost-effectiveness assessment framework. 1. Develop...

AI summary Table 25 presents a cost-effectiveness assessment framework for EE-DR measures, highlighting two options for splitting costs between energy efficiency (EE) and demand response (DR) benefits. The first option involves discounting costs based on a fraction, while the second uses the ratio of net present value (NPV) of EE and DR benefits. Both approaches aim to ensure symmetry in benefits and costs for cost-effectiveness tests.

Table 26. Pros and Cons of EE-DR Cost-Effectiveness Options Approach for benefits and costs symmetry Pros Cons Option 1 Including both EE and DR benefits ensure alignment with the programmatic/policy goals toward IDSM (integrated EE-DR). I...

AI summary The document presents Table 26, which evaluates two approaches for assessing the cost-effectiveness of energy efficiency and demand response (EE-DR) measures. Option 1 advocates for integrating EE and DR benefits to align with programmatic goals, while Option 2 suggests using cost discounting for easier implementation. Guidehouse opted for Option 2, using a ratio of net present value (NPV) of benefits to split costs between EE and DR.

A few jurisdictions, such as California, Massachusetts, and Michigan in the U.S. have been interested in the joint EE-DR cost-effectiveness framework. California has been leading EE-DR integration considerations and recently incorporated j...

AI summary The text discusses the integration of energy efficiency (EE) and demand response (DR) cost-effectiveness frameworks, focusing on California's efforts and challenges. While California has explored joint EE-DR cost-effectiveness testing, no existing protocols or policy guidelines support this integration, making it a theoretical challenge.

-and-goals-study](https://www.cpuc.ca.gov/industries-and-topics/electrical-energy/demand-side-management/energy-efficiency/energy-efficiency-potential-and-goals-studies/2021-potential-and-goals-study) estimation techniques used to determin...

AI summary The text discusses differences in estimation techniques for cost and benefit inputs of energy efficiency (EE) and demand response (DR), which hinder an integrated cost-effectiveness approach. It references a California study showing that integrating EE-DR assessments can improve benefit-to-cost ratios and make some measures cost-effective that were not under EE-only analysis.

Table 27. California Benefits and Costs from EE-DR Measures in the Cost-Effectiveness Calculations (based on TRC)[35](#page-137-1) Benefits Costs • Avoided energy and demand costs from EE • Avoided capacity, energy, and greenhouse gas (GHG...

AI summary Table 27 outlines the benefits and costs of energy efficiency (EE) and demand response (DR) measures in California, including avoided energy costs, emissions reductions, and program administration expenses. The table is sourced from Guidehouse and includes items such as smart thermostats, incentives for free riders, and operations and maintenance costs.

Appendix A Attachment 6: 2023-2025 Demand Response Technical Tables

AI summary This section of the document presents technical tables related to the 2023-2025 Demand Response (DR) plan, providing data for analysis and review in the regulatory proceeding.

1. EXECUTIVE SUMMARY EfficiencyOne (E1) delivers energy efficiency (EE) programs that offer benefits to customers and the electric utility. While cost-effective energy efficiency is a key resource option for delivering clean, affordable, r...

AI summary EfficiencyOne (E1) delivers energy efficiency programs that benefit customers and the electric utility. While energy efficiency is a key resource, concerns about rate impacts can hinder investment. DSM programs typically reduce customer bills, but may cause rate increases for non-participants, raising equity concerns. E1's Rate and Bill Impact Analysis (RBIA) assesses the long-term rate and bill effects of DSM activities from 2023-2025, projecting impacts until 2039.

2. INTRODUCTION E1 files an historical RBIA to provide insight into the rate and bill impacts resulting from DSM activities that have been carried out since 2011, as well as those that have been approved by the Nova Scotia Utility and Revi...

AI summary E1 files a historical RBIA to analyze the rate and bill impacts of DSM activities from 2011 to 2022, comparing a no-DSM scenario with one that includes program investments. A forward-looking RBIA is also filed with the DSM Resource Plan Applications to assess the impacts of proposed DSM investments on rates and bills, aiding in cost-effectiveness evaluations.

3.1.1 MODEL EVOLUTION - The 2023-2025 DSM Plan includes a demand response (DR) program for the first time. In response to this - new program, E1 worked with its RBIA consultant Elenchus to integrate DR into the E1 RBIA model and NS - Power...

AI summary The 2023-2025 DSM Plan introduced a demand response program, prompting E1 and NS Power to update their models to include DR. E1 worked with Elenchus to refine the model's treatment of measure life, moving from truncating to whole numbers to using fractions for more accurate results.

3.1.2 AVOIDED COSTS The RBIA for the 2023-2025 DSM Plan used the following avoided costs. All values are nominal. - ENERGY: Updated avoided costs of energy from the recent NS Power 2020 IRP. Specifically, the Actual - Annual avoided costs...

AI summary The RBIA for the 2023-2025 DSM Plan incorporates updated avoided costs of energy from NS Power's 2020 IRP, specifically referencing the Actual Annual avoided costs from the IRP Reference Plan (scenario 2.0C).

Table 3: Avoided T&D Cost Values Used for This Analysis Avoided T&D Costs – System Wide Year Transmission ($/kW-year) Distribution ($/kW-year) Total ($/kW-year) 2021 $23.20 $20.20 $43.40 2022 $23.66 $20.60 $44.27 2023 $24.14 $21.02 $45.15...

AI summary Table 3 presents avoided transmission and distribution costs from 2021 to 2040, showing increasing values over time. The document also notes that avoided costs of carbon are being incorporated for the first time in DSM planning in the 2023-

Benchmark[4](#page-154-1) as provided in [Table 4,](#page-155-0) below. [https://www.canada.ca/en/environment-climate-change/services/climate-change/pricing-pollution-how-it-will-work/carbon](https://www.canada.ca/en/environment-climate-ch...

AI summary The document outlines the use of the federal carbon pollution pricing benchmark values to calculate the avoided costs of carbon emissions from demand-side management (DSM). The DICE methodology is used to compare carbon emissions between scenarios with and without DSM, leading to the calculation of avoided costs per MWh saved, as shown in Table 5.

4.1 SETTLEMENT PLAN AND ALTERNATE SCENARIO - The 2023-2025 DSM Plan includes both a Settlement Plan and an Alternate Scenario, which contain - different investment levels and savings over the three years of DSM delivery. A RBIA was perform...

AI summary The 2023-2025 DSM Plan includes a Settlement Plan and an Alternate Scenario with varying investment levels and savings. A Rate Base Impact Analysis (RBIA) was conducted for both using identical Excel models, with differences in DSM costs, savings, and participation estimates for the 2023-2025 period.

4.2 SCENARIOS - E1's RBIA models both compare two scenarios: a DSM scenario and a no-DSM scenario. The DSM scenario - includes the estimated utility costs and resulting energy and system-peak demand reductions of DSM - programs that are pr...

AI summary E1's RBIA models compare a DSM scenario with a no-DSM scenario to assess the impact of DSM programs from 2023 to 2025 on rates and bills. The rate impact represents the difference between the two scenarios in the same year, not the change from one year to the next. A one-percent rate impact in all years would indicate initial rate increases to recover DSM costs, followed by no further changes.

4.4 TIME PERIOD DEFINITIONS - In this analysis, the following time period definitions apply: - DSM delivery period: the timeframe over which DSM programs are delivered. The DSM delivery period is 2023-2025. - cost recovery period: the time...

AI summary This section defines key time periods for DSM programs and cost recovery. The DSM delivery period is 2023-2025, while the cost recovery period for these programs is assumed to be within each year of the delivery period. The study period, which includes the full timeframe for modelling impacts, is 2023-2039.

4.5 PROGRAMS - Since the entire portfolio of electricity DSM programs impacts future rates and bills, the analysis includes - all DSM programs that are funded by NS Power and for which costs are recovered from electricity system - ratepaye...

AI summary The analysis of electricity demand-side management (DSM) programs considers all programs funded by NS Power and for which costs are recovered from ratepayers, as these programs impact future rates and bills.

4.6 CALCULATING RATE IMPACTS - Using the RBIA approach implemented for the first time in the 2020 RBIA, rate impacts are now calculated - in NS Power's Rate Model (Attachment 6 for the Settlement Plan and Attachment 7 for the Alternate The...

AI summary This section discusses the methodology used in calculating rate impacts through the Rate Base Impact Analysis (RBIA) approach, including updates to the number of Municipal Electric Utilities (MEUs) and the integration of Demand Side Management (DSM) into NS Power's Rate Model. The RBIA isolates the effects of DSM on rates by comparing scenarios with and without DSM.

4.7.1 NO-DSM CONSUMPTION - In the no-DSM scenario, for each rate class, and for each year, the estimate of total class energy - consumption is divided by the number of customers to produce an estimate of the average customer's - consumptio...

AI summary The no-DSM scenario estimates average customer energy consumption by dividing total class energy consumption by the number of customers. These averages, combined with no-DSM rates, are used to calculate average bills for the scenario.

4.7.2 NON-PARTICIPANT CONSUMPTION AND BILL IMPACTS - In the DSM scenario, non-participants in DSM programs are assumed to use the same amount of energy as - they do in the no-DSM scenario. Their bill impacts are therefore driven only by ch...

AI summary In the DSM scenario, non-participants in demand-side management programs are assumed to maintain the same energy usage as in the no-DSM scenario. Their bill impacts are influenced only by rate changes under the with-DSM scenario. However, the percentage bill impacts differ from rate impacts due to fixed customer charges, which remain unaffected by DSM.

4.7.3 PARTICIPANT CONSUMPTION AND BILL IMPACTS - For the DSM scenario, within each rate class in each year, total annual savings (i.e. current-year savings plus - persistent savings from past years) are divided equally amongst the cumulati...

AI summary The DSM scenario assumes equal energy and system-peak demand savings across all participants in each rate class, using total annual savings divided by the cumulative number of participants. This approach calculates average bill impacts for participants, without accounting for variations in individual savings.

4.7.4 TOTAL CUSTOMER CONSUMPTION AND BILL IMPACTS - The output graphs include a third category of participants, called Total Customers. Impacts for this category - are determined by allocating DSM savings for the class equally among all cu...

AI summary The section discusses how total customer consumption and bill impacts are calculated by allocating DSM savings equally among all customers in a class, using average savings and DSM scenario rates to estimate average bill savings for Total Customers.

4.8 CALCULATING PARTICIPATION IMPACTS - This section describes the development of participation figures, which are used for the participant bill - impact calculations. - For illustrative purposes, participation graphs, provided in Attachme...

AI summary This section outlines the development of participation figures used for participant bill impact calculations, referencing historical and planned participation in DSM programs from 2011 to 2022, as included in E1's revised 2021 RBIA.

4.8.1 CUMULATIVE AND ANNUAL PARTICIPATION - Each year, E1 combines participant records (for programs that track participant information) with - participant records from previous years. In this way, E1 can identify the first year that a cus...

AI summary E1 combines participant records annually to track cumulative and annual participation in programs. This ensures customers are counted once as unique participants, and annual participation figures are presented accordingly.

4.8.2 PARTICIPATION FOR 2023-2025 DSM PLAN YEARS - E1 has estimated 2023-2025 annual and new participation figures based on actual participation records - from 2020[6](#page-162-1) , scaling factors to account for planned savings in 2023-2...

AI summary E1 has estimated participation figures for the 2023-2025 DSM Plan years using scaling factors based on 2020 data and planned energy savings, while excluding certain programs where participation was estimated directly. This approach accounts for the impact of the coronavirus disease (COVID-19) on energy usage and avoids skewing the estimates.

4.9 DEMAND RESPONSE - This section discusses how demand response has been incorporated into the E1 RBIA model and NS Power - Rate Model. - Demand Response costs, savings, measure life, and customer incentives are first calculated and provi...

AI summary The document discusses the integration of demand response into the E1 RBIA model and NS Power Rate Model. Demand response is modeled separately from energy efficiency, allowing for multiple scenarios, such as 'no DSM,' 'energy efficiency without demand response,' and 'demand response without energy efficiency.' Demand response is assumed to have no energy savings, only demand savings, and is modeled with a one-year measure life.

5. 2023-2025 SETTLEMENT PLAN ANALYSIS RESULTS - The results in this section are for the Settlement Plan. All impacts are calculated relative to a scenario where - no DSM is conducted in 2023-2025. Results are summarized in Attachment 1, fo...

AI summary This section presents the analysis results of the 2023-2025 Settlement Plan, comparing impacts with a scenario where no DSM is conducted. Results are summarized in attachments, including rate, bill, and participation impacts for different rate classes, and graphs based on model outputs.

5.1 OVERALL RATE IMPACTS - DSM can lower rates by avoiding different types of electricity system costs (avoided energy, capacity, - transmission and distribution, and carbon costs). DSM may also increase rates, a result of recovering - pro...

AI summary Demand Side Management (DSM) can lower rates by avoiding system costs but may also increase rates due to program costs and lost revenues. The 2023-2025 DSM Plan RBIA analyzes long-term rate impacts, showing average rate changes ranging from -0.1% to +1.0% over 2023-2039, with significant upward impacts during program cost recovery (2023-2025) and smaller impacts afterward.

- 9 Integration of demand response 11 Table 7: Average Rate Impact compared to No-DSM Scenario, 2020-2022 Preferred Plan to 2023-2025 DSM Plan 12 Results Comparison Rate Class 2020-2022 Preferred Plan RBIA Result (average rate impact over...

AI summary The text presents a comparison of average rate impacts for different rate classes under the 2020-2022 Preferred Plan and the 2023-2025 Settlement Plan. The data shows slight variations in rate impacts, with some classes experiencing a decrease in impact under the Settlement Plan.

5.2 OVERALL BILL IMPACTS Generally speaking, ratepayers that participate in DSM programs directly benefit by reducing their electricity consumption and thereby lowering their electricity bills. Together, the level of reduced consumption (o...

AI summary The 2023-2025 DSM Settlement Plan RBIA shows that DSM programs reduce electricity bills for participants by -7.9 to -1.2 percent and benefit all ratepayers with $0.4 billion in savings. Non-participants also see slight savings, while the overall impact ranges from -4.0 to -1.0 percent. The savings are attributed to reduced consumption and revenue requirements.

5.3 OVERALL PARTICIPATION IMPACTS Figures 6 through 9 present actual participation for 2011-2020 and estimates for 2021 through 2025. The estimates for 2021 and 2022 are the same as used in the revised historical 2021 RBIA (filed 20 Januar...

AI summary The document presents participation rates for energy efficiency programs from 2011 to 2025, distinguishing between tracked and untracked participants. Tracked participants are those with direct contact and identifying information, while untracked participants are those who join through point-of-sale programs. Large customer classes show 100% participation, whereas smaller classes show increasing participation rates over time.

5.4.8 MUNICIPAL - As modelled, the Municipal class includes Rate Code 24 only. - The average rate impact over the study period is an increase of 1.0 percent, or 0.14 cents/kWh. Municipal • Municipal utilities see an average bill decrease o...

AI summary The Municipal class includes Rate Code 24, with an average rate increase of 1.0% and a 2.7% decrease in average bills. All municipal electric utilities participated in E1 programs, leading to identical bill impacts for participants and total customers, though individual participation is not modelled.

1 6. COMPARISON OF SETTLEMENT AND ALTERNATE PLANS 2 Full results, by rate class, are provided in Attachments 2 and 3 for the 2023-2025 Settlement Plan and 3 Alternate Scenario, respectively. This section compares key outputs between the tw...

AI summary This section compares the 2023-2025 Settlement Plan and Alternate Scenario, noting that rate impacts are similar across classes, with the Settlement Plan having slightly higher average rate impacts due to differences in DSM program costs. The Settlement Plan also offers more customers the opportunity to participate in DSM programs.

8. CONCLUSION - Highlights from the 2023-2025 DSM Settlement Plan RBIA analysis include: - Over the 17 years of the study period, participants in DSM programs see average annual bill reductions ranging from a low of 1.2 percent (typical Me...

AI summary The 2023-2025 DSM Settlement Plan RBIA analysis highlights significant bill reductions for participants in DSM programs, with ratepayers saving $0.4 billion. The analysis also notes the evolution of the RBIA model, incorporating updated cost allocation and demand response factors to improve accuracy.

Appendix B Attachment 2: Results by Rate Class (Settlement Plan) 11 13 18 22 23 This graph shows estimated rate impacts of DSM, relative to the no-DSM scenario. This graph shows bill impacts of DSM as percentage differences relative to the...

AI summary This appendix presents visual data on the impact of demand-side management (DSM) programs on different rate classes. It includes graphs showing estimated rate impacts, bill differences between participants and non-participants, and annual program participation rates. The data is part of a settlement plan and was filed on 11 March 2022.

1. GENERAL APPROACH - E1 has used the "snapshot" approach recommended by Synapse, in which the impacts of specific program - years are analyzed (in this case 2023-2025 programs) rather than incorporating an assessment of DSM over - the lon...

AI summary E1 has adopted a 'snapshot' approach, analyzing the impacts of specific programs for the years 2023-2025, as recommended by Synapse, rather than conducting a long-term assessment of demand-side management (DSM).

2. SCENARIOS - Two separate models were created for this Plan: a Settlement Plan model and an Alternate Scenario model. - Each model compares two scenarios: a DSM scenario and a no-DSM scenario. The DSM scenario in each - model includes th...

AI summary The document describes two models created for the Plan: a Settlement Plan model and an Alternate Scenario model. Each model compares a DSM scenario, which includes the costs and benefits of planned DSM programs from 2023-2025, with a no-DSM scenario that excludes these costs and benefits.

4. ENERGY AND DEMAND SAVINGS BY CLASS - For 2023-2025, first-year energy, lifetime energy, and demand savings developed at the program - component level were allocated to rate classes in proportion with the actual rate class allocation of...

AI summary The text discusses energy and demand savings by rate class for 2023-2025, allocating program component savings proportionally based on 2020 rate class allocations, with an exception for the Custom program using a four-year average. Demand response (DR) costs, savings, and customer incentives are calculated separately from energy efficiency inputs, with DR inputs derived from Guidehouse's DRSim™ model and allocated to NS Power rate classes based on peak load contribution.

5. PARTICIPATION COUNTS BY CLASS - Participation estimates used in the RBIA model are different than participation estimates used in - development of DSM plans, since the RBIA tracks participating NS Power accounts, rather than the number...

AI summary The document discusses participation counts in the RBIA model, noting differences in participation estimates between the RBIA and DSM plans. Annual participation rates from 2011-2020 are tracked, and 2021-2025 estimates are based on factors related to program magnitude and product mix. Participation values from 2011-2022 are consistent with those filed in the 2021 Historical RBIA.

5.1 DEMAND RESPONSE PARTICIPATION Demand response participation inputs come from Guidehouse's DRSim™ model. Customer classes in the DRSim™ model were attributed to NS Power rate classes based on NS Power class customer counts. The demand r...

AI summary The document discusses demand response participation inputs based on Guidehouse's DRSim™ model, attributing customer classes to NS Power rate classes. Participation is counted annually, and in the DSM scenario, the greater of demand response or energy efficiency participation is assumed due to a lack of historical cross-participation data.

5.2 POINT-OF-SALE PROGRAM COMPONENT PARTICIPATION COUNTS - All forecasted 2021-2025 participation, inclusive of point-of-sale program participation, was estimated - based on 2020 results, using the methodology described above. Participatio...

AI summary The document discusses the methodology used to estimate participation rates for point-of-sale programs from 2011 to 2020, including re-participation and cross-participation rates, and provides formulas for calculating annual and cumulative participation by program and rate class.

Residential Instant Savings Assumptions: • Assume that all customers are purchasing items for Residential use (i.e. that all customers are in the Residential and Municipal rate classes). - To determine the number of participants in Instant...

AI summary The document outlines assumptions for the Residential Instant Savings program, including participation rates over time, re-participation rates, and the impact of participation on other DSM programs. It also assumes full participation by municipal utilities each year.

Business, Non-Profit and Institutional Business Energy Rebates – Instant Rebates (BER-IR) Assumptions: - For high-consumption rate classes (Large General, Medium Industrial, Large Industrial, and Municipal), assume that each account partic...

AI summary The document outlines assumptions for participation rates in the Business, Non-Profit and Institutional Business Energy Rebates – Instant Rebates (BER-IR) program. It provides participation rates for different rate classes, including high-consumption and low-consumption categories, and explains how historical participation data was estimated using a shape factor and re-participation rate assumptions.

5.3 ENERGY SAVINGS ACTIONS (HOME ENERGY REPORT) PARTICIPATION Customers receiving the Home Energy Report were modelled as new participants in 2013. The same cross- participation rates used for Residential Instant Savings are used for the H...

AI summary The Home Energy Report program, which ended in 2015, was modelled with participation rates similar to the Residential Instant Savings program. Some participants continued to use the web portal until its closure in 2016.

7. ENERGY AND DEMAND SALES - NS Power has provided historical and projected energy and demand sales within each rate class for 2011- - 2040. Energy sales are provided at the customer's meter for both the with DSM and without DSM scenario....

AI summary NS Power has provided historical and projected energy and demand sales data from 2011 to 2040, including both with and without DSM scenarios, along with average monthly demand forecasts for the with DSM scenario.

8. AVOIDED COSTS - Avoided costs are calculated at the system level using evaluated DSM savings and avoided cost rates in four - categories: generation, transmission, distribution, and energy. In addition, avoided cost of carbon was used -...

AI summary Avoided costs are calculated at the system level using evaluated DSM savings and avoided cost rates across four categories: generation, transmission, distribution, and energy. Additionally, the avoided cost of carbon was used for a 'With Carbon' sensitivity analysis.

10. CALCULATION OF RATE IMPACTS Rate impacts are calculated in NS Power's Rate Model and used as inputs within E1's RBIA model. - Forecast Unit Revenue (¢/kWh) is made up of the following components (presented in the 'NSP Input' tab): - Fo...

AI summary Rate impacts are calculated using NS Power's Rate Model and input into E1's RBIA model. The forecast unit revenue includes components with and without DSM, but customer and demand charges remain unchanged between scenarios.

11. CALCULATION OF BILL IMPACTS Bill impacts are calculated in three categories: Participants, Non-Participants, and Total Customers. - Non-Participants are assumed to use the same amount of energy in the DSM scenario as they do in the no-...

AI summary Bill impacts are calculated in three categories: Participants, Non-Participants, and Total Customers. Non-Participants' bills are affected only by rate changes, while Participants' bills are affected by both reduced energy consumption and rate changes. Total Customers provides an overall view of rate and bill effects without differentiating between Participants and Non-Participants.

Methodology for determination of changes in NS Power's base cost rates as a result of DSM-induced changes in class usage and total system costs November 27, 2020 ____________________________________

AI summary This document outlines the methodology used to determine changes in Nova Scotia Power's base cost rates due to Demand Side Management (DSM)-induced changes in class usage and total system costs.

1.0. Introduction In an effort to more precisely and accurately align EfficiencyOne's (E1) RBIA Model with the methodological process used by NS Power in setting of its base cost rates, all rate setting functionality from E1's RBIA model h...

AI summary EfficiencyOne's RBIA model has been modified to align with NS Power's COSS methodology for rate setting. NS Power will now provide annual inputs to E1's RBIA model for the historic DSM program effect horizon from 2011 to 2035, including forecast revenues, DSM program charges, sales forecasts, demand forecasts, and customer counts.

Revenue Requirement Ordinarily, the base cost rate setting process used in rate case applications requires a great amount of detailed cost inputs to determine revenue requirement. Annual rate base data needs to be collected on a variety of...

AI summary The document explains that for the Rate Base Impact Assessment (RBIA), a detailed revenue requirement analysis is not necessary because it focuses on directional and relative changes in rates and bills due to the DSM Program, keeping other costs constant.

Cost of Service Studies COSS provides the most insight into class cost causation as based on changes in its energy and demand usage. It shows in a transparent way how rate class usage of demand and energy services within each functional ar...

AI summary Cost of Service Studies (COSS) provide insights into how different rate classes contribute to overall service costs. NS Power's Load Forecast Report and E1's annual forecasts help track changes in usage due to DSM programs. A simplified COSS analysis can be used to adjust pricing without needing detailed future investment data.

Conclusions Bypassing the detailed COSS ratemaking step, which is intended to show how DSM-induced, cost causative changes in usage affects rates will produce misleading results and create difficulties in interpretation. Any such rate anal...

AI summary Bypassing the detailed COSS ratemaking step leads to misleading results by failing to show how reallocation of embedded system costs affects rates. A simplified COSS process is recommended to provide more precise and insightful rate analyses, particularly regarding changes in class usage and total cost of service due to DSM.

3.0. Applied Approach The relative changes in rates due to DSM are determined by conducting two separate rate setting analyses under the "With DSM" and "No DSM" scenarios. The rate setting process under each scenario is broken out by two s...

AI summary The rate setting process for DSM considers two scenarios: 'With DSM' and 'No DSM,' each analyzed separately for FAM-related and non-FAM-related costs to determine the relative changes in rates.

3.1 Revenue Requirement The annual revenue requirements under the "With DSM" scenario are kept consistent with the test year information from the preceding rate cases. The non-FAM costs in the years following the 2014 test year from the 20...

AI summary The document outlines the annual revenue requirements for both 'With DSM' and 'No DSM' scenarios, noting that non-FAM costs remain constant until 2022 and then increase with inflation. FAM-related costs are adjusted for load changes and inflation. The 'No DSM' scenario adds incremental load effects to the 'With DSM' revenue requirements. Historic cost true-ups are excluded due to minimal impact and complexity.

3.2.1 Functionalization of System Costs As indicated in the Revenue Requirement section above, NS Power has used the test year revenue requirements, already functionalized by the four areas, from the historic rate cases. In the "With DSM"...

AI summary The text discusses the functionalization of system costs, particularly in the context of the 'With DSM' and 'No DSM' scenarios. It explains how revenue requirements are adjusted for changes in load and inflation, with specific reference to the impact of the Maritime Link depreciation costs. The 'No DSM' case is derived from the 'With DSM' case by modifying revenue requirements based on load changes due to the absence of demand-side management.

3.2.2 Classification of System Costs Costs within each area are classified into appropriate services. Generation and transmission costs are classified into energy and demand. Distribution costs are classified between demand and customer. R...

AI summary System costs are classified into energy and demand categories, with generation costs depending on unit function. Transmission costs are classified based on load factors, while distribution and retail costs remain largely static except for inflation. NS Power uses a linear equation to estimate generation cost classification for the RBIA.

3.2.3 Allocation of Costs to Rate Classes ___________________________________________________________ Annual cost requirements within each service of each functional area are apportioned to rate classes based on class share in the underlyi...

AI summary This section discusses the allocation of annual cost requirements to rate classes based on class share in the underlying usage, considering both the 'With DSM' and 'No DSM' scenarios.

Non-FAM related Costs The non-FAM-related costs are allocated to rate classes using the following two-step process: - Annual class usages of energy and demand services are multiplied by benchmark $/MWh and $/MW unit costs, respectively - o...

AI summary Non-FAM-related costs are allocated to rate classes through a two-step process. Energy and demand service usages are multiplied by benchmark costs, which differ based on whether demand-side management (DSM) is included. The resulting costs are then scaled to align with the revenue requirement for each service within each functional area.

DSM Costs The annual DSM-related costs incurred by individual rate classes, as provided by E1, are apportioned to rate classes based on the 25/75 rule. 75 percent of the costs incurred by each class is treated as direct responsibility of e...

AI summary The document outlines how DSM-related costs are distributed among rate classes, following a 25/75 rule. 75% of costs are directly assigned to each class, while 25% are apportioned based on energy and demand usage across the system.

3.2.4 Generic COSS Results The actual results from the above cost allocation process under the "With DSM" and "No DSM" scenarios are presented in the "COSS Outputs" tab within NS Power's rate model, where the long-term trends in annual rel...

AI summary This section discusses the long-term trends in annual relative unit cost of service differentials between 'With DSM' and 'No DSM' scenarios, highlighting how DSM program cost recovery affects unit costs during the historic budget period and how the out year period sees lower differentials due to expiring DSM measures. It also explains how different rate classes are affected based on their fuel cost and fixed infrastructure cost responsibilities.

3.3 Unit Revenue Determination For the directional purposes of the RBIA model, it is not considered necessary to develop annual rates with all charges under the "With DSM" and "No DSM" cases. Rather, it is sufficient for NS Power to provid...

AI summary This section discusses the method used by NS Power to determine unit revenues for different rate classes, excluding certain factors like fuel and non-fuel cost adjustments, cost deferrals, rate smoothing, and revenue-to-cost ratios. It states that excluding these factors does not significantly affect the relative changes in unit revenues between the 'With DSM' and 'No DSM' cases.

"COSS Data Inputs" tab This tab includes all annual test year class usage and embedded costs from the COSS and BCF COSS filed in GRA and BCF proceedings as well as a forecast of annual usage by class per the most recent ten-year Load Forec...

AI summary The 'COSS Data Inputs' tab contains annual test year class usage and embedded costs from the COSS and BCF COSS, as well as a forecast of annual usage by class from the most recent ten-year Load Forecast Report. It also includes annual DSM Expenditures on rate classes, which are used to determine class unit costs and revenues.

"E1 Data Inputs" tab This tab includes information provided to NS Power by E1 on DSM Program measures and avoided unit costs, all of which are used in determination of class unit costs and revenues.

AI summary The 'E1 Data Inputs' tab contains data provided by E1 to NS Power regarding DSM Program measures and avoided unit costs, which are used to determine class unit costs and revenues.

Savings in energy and demand usage by rate class Savings in energy and demand usage arising from DSM programs for each class are tracked in the following class tabs: R-Savings, SG-Savings, G-Savings, LG-savings, SI-Savings, MI-Savings, LI-...

AI summary The document outlines how energy and demand usage savings from DSM programs are tracked by rate class, using data from 2011 to 2022. Savings are calculated at the generator's gate and adjusted for losses using data from the Cost of Service Study (COSS). This method is consistent with how EfficiencyOne (E1) has used it in its Rate Base Impact Assessment (RBIA) Reports.

"With DSM" tab The "With DSM" tab provides annual cost allocation to rate classes based on long-term usage as included in NS Power's most recent Annual ten-year Load Forecast Report. This usage already reflects inclusion of DSM Program eff...

AI summary The 'With DSM' tab allocates annual FAM costs to rate classes based on long-term usage from NS Power's ten-year Load Forecast Report. The FAM costs for 2023-2035 are calculated using a two-step process involving blended unit FAM costs from 2022 and scaling to match total FAM costs for each calendar year.

"No DSM" tab The "No DSM" tab provides annual cost allocation to rate classes absent DSM. The FAM-related costs in years 2011–2035 are calculated using the following process: - Annual FAM costs for each class are calculated by multiplying...

AI summary The 'No DSM' tab outlines the annual cost allocation to rate classes without demand-side management (DSM). It details how FAM costs are calculated using MWh usage and blended unit FAM costs, scaling these costs to match total FAM costs for each year, and using a formula that accounts for differences in energy requirements between the 'With DSM' and 'No DSM' cases.

"COSS Var" tab "COSS Var" provides differentials between cell values in the "No DSM" and "With DSM" tabs. Please note that the data layouts in the "No DSM" and "With DSM" tabs are identical with the exception for the treatment of DSM costs...

AI summary The 'COSS Var' tab shows the differences in cell values between the 'No DSM' and 'With DSM' tabs. The data layouts are the same except for the treatment of DSM costs, which are excluded in the 'No DSM' case.

"COSS Outputs" tab The "COSS Outputs" tab provides two sets of bar graphs of percentage change in class rates due to DSM over the period 2011–2035 calculated as either arithmetic or load-weighted rate changes. The graphs within each set ar...

AI summary The 'COSS Outputs' tab presents bar graphs showing percentage changes in class rates due to demand-side management (DSM) from 2011 to 2035, calculated using arithmetic or load-weighted methods. It also includes a control panel to test the impact of inflation rates and avoided cost scenarios on unit costs and revenues.

"NSPI Inputs into RBIA" tab "NSPI Inputs into RBIA" provides pricing inputs requested by E1. It includes the following annual class data in years 201-2035 broken out by "With DSM" and "No DSM" scenarios: - Forecast Unit Revenues Before DSM...

AI summary The 'NSPI Inputs into RBIA' tab provides pricing inputs for the Rate Base Impact Assessment, including annual class data from 201 to 2035 under 'With DSM' and 'No DSM' scenarios, such as forecast revenues, DSM program charges, sales forecasts, and customer counts.

1. 2023-2025 ALTERNATE SCENARIO - Like the Settlement Plan, E1's key global assumptions and design objectives for the Alternate Scenario align - with E1's DSM Plan Guiding Principles and the Standardized Filing Framework (SFF). With the Ba...

AI summary The 2023-2025 Alternate Scenario aligns with E1's DSM Plan Guiding Principles and the Standardized Filing Framework. It includes investment targets, energy savings, and demand reductions, with a focus on low-income investments and a balanced split between residential and BNI programs.

DATE FILED: 11 March 2022 Page 1 of 8 1 Figure 1: 2023-2025 Alternate Scenario – Portfolio-level Insights Carbon Emissions Avoided First-Year CO2e Savings (kt) 299 Lifetime CO2e Savings (kt) 1,658 Portfolio Summary (2023-2025) First-Year E...

AI summary The document presents a 2023-2025 alternate scenario with insights on energy and demand savings, carbon emissions avoided, and investment breakdowns. It highlights the distribution of energy efficiency and demand response investments between residential and business sectors, along with cost and benefit analyses.

10 1.1 ALTERNATE SCENARIO – SAVINGS & INVESTMENT - 11 [Table 1](#page-66-0) provides a summary of the energy savings, demand savings, and investment for the 2023-2025 - 12 Alternate Scenario. b 3 Excluding Enabling Strategies investment c...

AI summary The text discusses an alternate scenario for energy savings and investment from 2023 to 2025, highlighting energy and demand savings along with associated investments. It also references calculations based on net present value and program administrator costs for efficiency and demand response programs.

Annual avoided costs of energy and capacity and annual avoided CO 2 e emissions were provided by NS Power, from the 2020 IRP using the Base level of DSM for Scenario 2.0C. Avoided costs of transmission and distribution were provided by NS...

AI summary The text provides annual avoided costs and CO2e emissions from NS Power's 2020 Integrated Resource Plan (IRP) and discusses cost-effectiveness ratios for demand response (DR) and energy efficiency (EE) programs. It outlines investment requirements for DR and explains how benefits and costs are calculated, including the use of TRC and PAC ratios.

Table 2: 2023-2025 Alternate Scenario Investment and Savings, by Program Component 2023-2025 Investment a ($ million) Lifetime Benefits b ($ million) First-Year Energy Savings Lifetime Energy Savings Peak EE Demand Savings Available DR Cap...

AI summary Table 2 outlines investment and savings for energy efficiency and demand response programs in Nova Scotia from 2023 to 2025. It details program components, including residential and business initiatives, along with their associated investment costs, lifetime benefits, energy savings, and demand savings.

Annual avoided costs of energy and capacity and annual avoided CO 2 e emissions were provided by NS Power, from the 2020 IRP using the Base level of DSM for Scenario 2.0C. Avoided costs of transmission and distribution were provided by NS...

AI summary The text discusses avoided costs and CO2e emissions from energy and capacity programs, including data from NS Power's 2020 Integrated Resource Plan. It outlines cost-effectiveness ratios, investment requirements for Demand Response (DR), and the calculation of Total Resource Cost (TRC) and Program Administrator Cost (PAC). Tables 3 to 5 provide program investment budgets for 2023 to 2025.

1 Table 3: 2023 Alternate Scenario Investment and Savings, by Program Component 2023 Investment a ($ million) Lifetime Benefits b ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak EE Demand Savings (MW) Availab...

AI summary Table 3 presents investment and savings data for various energy efficiency and demand response programs in 2023, including residential and business initiatives, with details on costs, benefits, and energy savings.

Annual avoided costs of energy and capacity and annual avoided CO 2 e emissions were provided by NS Power, from the 2020 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2021. a I...

AI summary The text discusses avoided costs and emissions from energy and capacity programs, with data provided by NS Power from the 2020 Integrated Resource Plan. It highlights investment requirements for Demand Response (DR) and Energy Efficiency (EE) programs, including the role of NS Power and E1. Metrics like TRC and PAC are used to evaluate program benefits and costs over time.

1 Table 4: 2024 Alternate Scenario Investment and Savings, by Program Component 2024 Investment a ($ million) Lifetime Benefits b ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak EE Demand Savings (MW) Availab...

AI summary Table 4 presents investment and savings data for energy efficiency and demand response programs in 2024, including details on residential and business programs, enabling strategies, and overall portfolio performance. The data highlights investments, lifetime benefits, energy savings, and other metrics for various program components.

Annual avoided costs of energy and capacity and annual avoided CO 2 e emissions were provided by NS Power, from the 2020 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2021. - a...

AI summary The text discusses avoided costs and emissions from energy and capacity programs, referencing data from NS Power's 2020 Integrated Resource Plan (IRP) and 2021 transmission and distribution costs. It outlines investment requirements for demand response (DR) and energy efficiency (EE) programs, including the role of NS Power and E1, and provides definitions for TRC and dPAC metrics.

1 Table 5: 2025 Alternate Scenario Investment and Savings, by Program Component 2025 Investment a ($ million) Lifetime Benefits b ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak EE Demand Savings (MW) Availab...

AI summary Table 5 outlines the 2025 Alternate Scenario Investment and Savings for various energy efficiency and demand response programs in Nova Scotia. It provides data on investment amounts, lifetime benefits, energy savings, and other metrics for residential, business, and institutional programs.

5 Table 6: Rate Class Expenditures by Year Alternate Scenario Expenditures ($ million) by Rate Class Rate Class 2023 2024 2025 2023-2025 Residential/Charitable (2,3,4) 25.5 27.1 28.6 81.2 Small General (10) 2.8 2.9 3.0 8.8 General Demand (...

AI summary Table 6 presents rate class expenditures by year from 2023 to 2025, showing increasing costs across various categories, including residential, industrial, and municipal sectors, with total expenditures reaching $160.1 million over the three-year period. The table includes expenditures related to energy efficiency (EE), demand response (DR), and enabling strategies.

IN THE MATTER OF AVOIDED COSTS FOR EFFICIENCYONE's 2023-2025 DEMAND SIDE MANAGEMENT PLAN APPLICATION Direct Testimony of David G. Hill, Ph.D. ENERGY FUTURES GROUP, INC. On Behalf of EFFICIENCYONE February 11, 2022

AI summary David G. Hill from Energy Futures Group, Inc. provides direct testimony on behalf of EfficiencyOne regarding the 2023-2025 Demand Side Management Plan application, focusing on avoided costs.

11 Q: Please professional work experience and education. - 12 A: I joined Energy Futures Group ("EFG") in January of 2020. In the electric sector recent work - 13 includes serving as senior advisor for EfficiencyOne with initial scoping an...

AI summary The witness has extensive experience in energy efficiency and demand response, including work with EfficiencyOne on the 2023-2025 DSM Plan, expert testimony on integrated resource plans, and involvement in gas infrastructure assessments and pilot programs.

3 II. Executive Summary - 4 Q: Please summarize your testimony, and primary findings. - 5 A: The purpose of my testimony is to assess the demand side management (DSM) avoided costs - 6 Nova Scotia Power (NSP) has provided to EOne based on...

AI summary The testimony critiques Nova Scotia Power's use of Scenario 2.0C for calculating DSM avoided costs, arguing it is misaligned with current legislative requirements and market trends. Scenario 3.1C is recommended as a more accurate basis for DSM planning, reflecting updated policy goals such as coal phase-out by 2030 and higher renewable energy targets.

25 III. The Integrated Resource Plan Scenarios 26 Q: Please start by describing the IRP Scenario that NSP has used as the basis for DSM avoided 27 costs. Direct Testimony of David Hill, Ph.D. / February 23, 2022 Page 7 On Behalf of Efficie...

AI summary The testimony explains that NSP uses scenario 2.0C of the Integrated Resource Plan (IRP) as the basis for calculating avoided Demand Side Management (DSM) costs, with 2.1C serving as an additional reference.

17 Table DGH-1: Comparison of IRP Scenarios and Alignment with Current Planning and Policy 18 Environment Plan Element Scenario Coal Retirement Date Renewable by 2030 Level of Electrification 2.0C – Base DSM 2040 72% Low 2.0C – Mid DSM 204...

AI summary The table compares different Integrated Resource Plan (IRP) scenarios, focusing on coal retirement dates, renewable energy targets by 2030, and levels of electrification. The scenarios range from 2.0C to 3.1C, with varying degrees of Demand Side Management (DSM) and differing levels of renewable energy adoption and electrification.

IV. Impact on Avoided Costs of Shifting to Scenario 3.1C - Q: Have you conducted an analysis of the direction and magnitude of impacts if Scenario 3.1C is - used as the basis for determining avoided costs for DSM energy and capacity? - A:...

AI summary The analysis discusses the impact on avoided costs if Scenario 3.1C is used for determining DSM energy and capacity. A high-level comparison of NPVRR for different scenarios is presented, including the shift from 2.0C to 2.1C and from 2.0C to 3.1C, with references to a regulatory decision.

Table DGH-2: NPVRR Scenario Comparisons[12](#page-87-0) 1 Base DSM 2.0C (ref) 2.1C 3.1C Increase from low to mid electrification 7.51% Increase from low to mid Electrificaiton and 2030 coal retirement 12.42% Mid DSM 2.0C (ref) 2.1C 3.1C In...

AI summary Table DGH-2 compares the present value of revenue requirements under different scenarios involving electrification levels and coal plant retirement. Shifting to medium electrification and retiring coal plants by 2030 increases revenue requirements by over 7% for 2.1C and over 11% for 3.1C. These comparisons are directional and do not replace the need for recalculating avoided costs using scenario 3.1C.

9 Q: Have you conducted a similar comparison of the difference in avoided capacity costs 10 between Scenarios 2.0C and 2.1C? A: Yes, a relative comparison of the avoided capacity costs between Scenarios 2.0C and 2.1C is presented in Figure...

AI summary The testimony discusses a comparison of avoided capacity costs between Scenarios 2.0C and 2.1C, showing that the mid-electrification scenario (2.1C) has higher capacity costs through 2037 due to increased electrification needs. The average difference over 2023-2035 is 21.48% higher for 2.1C than 2.0C, suggesting that using 2.0C as a basis may undervalue savings.

8 VI. Conclusions and Recommendations - 9 Q: Please summarize your conclusions based on your review and analysis. - 10 A: In summary, my conclusions are as follows: - 11 The use of 2.0C as a basis for determination of DSM avoided costs is...

AI summary The testimony discusses the outdated nature of using 2.0C as a basis for determining DSM avoided costs, highlighting flaws in coal retirement dates, renewable energy standards, and electrification levels. It recommends using Scenario 3.1C for more accurate avoided cost calculations in the Evergreen IRP process and acknowledges the conservative estimates in EOne's 2023-2025 filing.

EfficiencyOne 2023-2025 DSM Resource Plan Filing Appendix E – Evidence of Scott Robinson 1 distributed energy resources, transportation electrification, and energy efficiency 2 at Guidehouse (formerly Navigant). My clients include state an...

AI summary Scott Robinson has testified before the Nova Scotia Utility and Review Board and has experience working with governments, utilities, and regulatory agencies on energy efficiency, demand response, and distributed energy resources.

13 Q. WHAT ARE YOUR RESPONSIBILITIES AT GUIDEHOUSE? 14 A. I focus on quantitative forecasting, economic analysis, and simulation of 15 distributed energy, alternative fuel vehicle, and energy efficiency technologies. I 16 lead teams of mod...

AI summary The witness discusses their role at Guidehouse, focusing on quantitative forecasting, economic analysis, and simulation of distributed energy and energy efficiency technologies. They lead teams and manage models used in demand-side management studies, including the 2019 study for EfficiencyOne in Nova Scotia.

7 Q. WHAT IS THE PURPOSE OF YOUR TESTIMONY? 8 A. The purpose of this testimony is to discuss standard practices in demand-9 side-management (DSM) cost-effectiveness testing in relation to EfficiencyOne's 10 2023-2025 Demand Side Management...

AI summary The testimony aims to discuss standard practices in demand-side-management (DSM) cost-effectiveness testing in relation to EfficiencyOne's 2023-2025 DSM Resource Plan, covering benefit and cost streams, discount rates, non-energy benefits, and screening granularity.

17 Q. WHAT IS THE PURPOSE OF COST-EFFECTIVENESS SCREENING 18 FOR DEMAND-SIDE MANAGEMENT PROGRAMS? 19 A. Cost-effectiveness testing typically is conducted to compare the lifetime 20 benefits to the lifetime costs of a measure, program, or p...

AI summary Cost-effectiveness screening for demand-side management (DSM) programs evaluates whether the lifetime benefits of a program meet or exceed its lifetime costs, ensuring that investments are economically justified.

EfficiencyOne 2023-2025 DSM Resource Plan Filing Appendix E – Evidence of Scott Robinson 1 discount rate. DSM cost-effectiveness screening has multiple uses throughout 2 DSM plan development and implementation. It is common to screen effic...

AI summary This text discusses the use of cost-effectiveness screening in demand-side management (DSM) plan development and implementation. It highlights the importance of evaluating efficiency measures and the different cost tests used to analyze investments from various stakeholder perspectives, such as the total resource cost (TRC) and program administrator cost (PAC) tests.

15 Q. WHICH COST-EFFECTIVENESS TESTS ARE MOST COMMONLY 16 USED TO ASSESS COST-EFFECTIVENESS OF DEMAND-SIDE 17 MANAGEMENT PROGRAMS? 18 A. The TRC test is the most used primary screening test in North America. 19 Twenty-eight US states use t...

AI summary The TRC test is the most commonly used cost-effectiveness test for demand-side management programs in North America. Other tests include the Societal Cost Test (SCT), the PAC test, and state-specific tests. In Canada, provinces like Ontario and British Columbia use modified versions of the TRC test, while Manitoba and New Brunswick use the PAC test with additional components.

9 Q. WHAT IS THE PURPOSE OF THE TOTAL RESOURCE COST TEST? 10 A. The Total Resource Cost (TRC) test measures the net present value benefits 11 and costs of a demand-side management (DSM) measure, program, sector or 12 portfolio from the per...

AI summary The Total Resource Cost (TRC) test evaluates the net present value benefits and costs of demand-side management (DSM) measures from the perspectives of both the program administrator and participants, aiming to balance cash flows and assess cost-effectiveness compared to supply-side alternatives.

2 THE TRC TEST? 3 A. Common benefits calculated for the TRC test include avoided transmission 4 and distribution costs, avoided generation costs, avoided energy costs, avoided 5 environmental compliance costs associated with generation, av...

AI summary The TRC test evaluates the total resource cost by considering both benefits and costs, including avoided costs and non-energy benefits. It accounts for the perspective of both participants and non-participants, and treats incentives as transfer payments, except in low-income programs where they may be considered administrative costs.

19 Q. WHAT WERE THE COST-EFFECTIVENESS TESTING RESULTS FOR 20 EFFICIENCYONE'S 2023-2025 DSM SETTLEMENT PLAN? 21 A. Each program in EfficiencyOne's Settlement Plan achieved a TRC test ratio 22 greater that 1.0 in each of the three years, 20...

AI summary The cost-effectiveness testing for EfficiencyOne's 2023-2025 DSM Settlement Plan showed that all programs achieved a TRC test ratio greater than 1.0, except for the Residential Efficient Products program when excluding the compliance cost of carbon. The New Home Construction component was discontinued after 2023.

7 Table 1. EfficiencyOne Program Benefit Cost Test Results Avoided Cost Program Total Resource Cost Test Benefit-Cost Ratio Treatment 2023 2024 2025 Custom Incentives 1.69 1.71 1.72 Direct Installation 1.48 1.53 1.57 Efficient Product Reba...

AI summary Table 1 presents the benefit-cost test results for the EfficiencyOne Program across various treatments and years, showing benefit-cost ratios for different program types such as Custom Incentives, Direct Installation, and Efficient Product Rebates, both with and without carbon considerations.

7 Q. IS EFFICIENCYONE'S TRC TEST FORMULATION CONSISTENT 8 WITH STANDARD PRACTICES? 9 A. Yes. EfficiencyOne's TRC test includes all appropriate benefits and costs. 10 EfficiencyOne's avoided cost benefit categories include electric energy,...

AI summary EfficiencyOne's TRC test formulation is consistent with standard practices as it includes all appropriate benefits and costs, such as avoided costs and incremental measure costs. It aligns with the National Standard Practice Manual (NSPM) guidelines and uses the Federal trajectory of the cost of carbon and data from Nova Scotia Power's Integrated Resource Plan (IRP) to calculate carbon benefits.

HOW DO DISCOUNT RATES IMPACT THE TOTAL RESOURCE COST Q. TEST? & lt;sup>8 Environment and Climate Change Canada. 2020. A Healthy Environment and a Healthy Economy: Canada's Strengthened Climate Plan to Create Jobs and Support People, Commun...

AI summary Discount rates impact the Total Resource Cost (TRC) test by affecting the present value of future benefits and costs. Higher discount rates reduce the present value of benefits, which are long-term, while costs are typically incurred immediately. The Weighted Average Cost of Capital (WACC) is used as the discount rate in the TRC test to compare demand-side management (DSM) investments with other financial opportunities.

6 Q. IS EFFICIENCYONE'S TRC TEST CONSERVATIVE? 7 A. Yes, there are several areas that make EfficiencyOne's TRC test results 8 conservative relative to practices in other states or provinces. First, fixed and 9 variable administrative costs...

AI summary EfficiencyOne's TRC test is considered conservative due to factors such as allocating administrative costs at multiple levels, not exempting low-income participants, using WACC as a discount rate, and employing the minimum clearing floor cost for carbon emissions compliance. These practices align with standard evaluation methods.

4 Q. HOW IS TRC SCREENING COMMONLY USED FOR DSM PLANNING? - 5 A. Cost-effectiveness metrics using the cost tests described above often are 6 calculated at the measure, program, sector, and portfolio levels during DSM plan 7 design and deve...

AI summary TRC screening is used in DSM planning at the program or portfolio level to ensure cost-effective results, even if individual measures fail the TRC test. This approach allows for aggregation of costs and benefits, providing a more accurate assessment of overall net benefits and program performance.

12 IESO Cost Effectiveness Tests Guide for Energy Efficiency V4, January 2021. EfficiencyOne 2023-2025 DSM Resource Plan Filing Appendix E – Evidence of Scott Robinson 1 costs are allocated to the measures for informational purposes when c...

AI summary The text discusses the allocation of costs in the DSM Resource Plan, referencing best practices and the IESO Cost Effectiveness Tests Guide. It also includes a supply agreement between Nova Scotia Power Incorporated and EfficiencyOne for electricity efficiency and conservation activities, effective from January 1, 2023.

2. TERM & RESERVATION OF RIGHTS - 2.1 The term of this Agreement shall be three (3) years from the Effective Date and shall automatically terminate on December 31, 2025 unless terminated earlier in accordance with the terms of this Agreeme...

AI summary This section outlines the term of the agreement between NSPI and EfficiencyOne, which lasts for three years and terminates on December 31, 2025, unless terminated earlier. It also states that NSPI will purchase energy efficiency services from EfficiencyOne and that the agreement does not affect NSPI's rights under Section 79I(3) of the Act.

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 of Significant Changes simultaneously with applying to the UARB for approval. NSPI has the right to submit written comments to the UARB regarding these changes under the Act.

7. PROTECTION OF PROPERTY - 7.1 EfficiencyOne shall take all commercially reasonable steps to protect the property of NSPI's customers and other third parties from damage which may occur as the result of the performance of the EECA. - 7.2...

AI summary EfficiencyOne is required to protect the property of NSPI's customers and third parties during the performance of the EECA. If damage occurs, EfficiencyOne must cover the costs and indemnify NSPI, except in cases of NSPI's negligence or legal responsibility.

10. SUBCONTRACTORS NSPI. 10.1 EfficiencyOne shall be permitted to subcontract the performance of any part of the EECA without the prior written approval of NSPI. - 10.2 Where EfficiencyOne subcontracts any part of the EECA, EfficiencyOne s...

AI summary This section outlines the rules regarding subcontracting under the EECA. EfficiencyOne is allowed to subcontract, but must maintain responsibility for the performance of subcontracted work and ensure the rights of the Parties are preserved. No direct contractual relationship is created between subcontractors and NSPI.

16. INSURANCE - 16.1 EfficiencyOne shall obtain, maintain and pay for, during the entire Term of this Agreement, the following minimum insurance coverage as follows, such insurance as it relates to this Agreement shall be in a form and fro...

AI summary This section outlines the insurance requirements that EfficiencyOne must obtain and maintain during the agreement's term. It specifies minimum coverage limits for general liability, environmental impairment, automobile liability, property insurance, professional liability, and workers' compensation. NSPI may also procure insurance on EfficiencyOne's behalf if required.

24. SHARING OF DATA AND INFORMATION - 24.1 EfficiencyOne shall work co-operatively with NSPI to provide NSPI with information and data from time to time in order to assist NSPI with planning and load forecasting as may be reasonably requir...

AI summary EfficiencyOne is required to share data and information with NSPI for planning and load forecasting purposes, in line with past practices. If a dispute arises over such requests, NSPI may seek resolution from the UARB.

The figure below identifies the Contract Price to be paid by NSPI allocated for each year of the Term. 2023 2024 2025 UARB Approved Investment Amount 2020 – 2022 DSM Plan Underspend Net Contract Amount to be Paid by NSPI The Parties acknow...

AI summary The text outlines the Contract Price to be paid by NSPI for each year of the Term, referencing the UARB and the DSM Plan. It also mentions that any surplus realized by EfficiencyOne in meeting Performance Targets will be reported to and potentially refunded by the UARB.

46 48 49 SCHEDULE C 50 Performance Requirements 51 I. UARB-APPROVED PERFORMANCE TARGETS, THRESHOLDS, AND 52 INDICATORS 53 54 a) Performance Targets and Thresholds: 55 56 i. Performance Targets are set over the three year contract period, r...

AI summary Schedule C outlines performance requirements and targets set by the UARB for EfficiencyOne, including cumulative annual energy and peak demand savings, reporting indicators, and compliance thresholds. A regulatory process is triggered if EfficiencyOne fails to meet 90% of these targets.

26 The figure below identifies the Contract Price to be paid by NSPI allocated for each year 27 of the Term. 20202023 20212024 2022 2025 UARB Approved Investment Amount 2016 2020 – 2018 2022 DSM Plan Underspend Net Contract Amount to be Pa...

AI summary The text presents a table outlining the Contract Price to be paid by NSPI for each year of the Term, with sections related to the UARB, Approved Investment Amount, DSM Plan, and Underspend. However, specific figures and details are not provided in the text.

2021 DSM PROGRAMS EVALUATION REPORTS EFFICIENCYONE Final DSM Reports March 17, 2022

AI summary EfficiencyOne submitted final 2021 Demand-Side Management (DSM) program evaluation reports to Nova Scotia regulators on March 17, 2022. The documents assess the effectiveness of energy efficiency initiatives but contain no detailed analysis or findings in the provided text.

2021 DSM PROGRAMS EVALUATION EXECUTIVE SUMMARY EFFICIENCYONE Final Report March 17, 2022

AI summary The 2021 DSM Programs Evaluation Executive Summary by EfficiencyOne, dated March 17, 2022, provides an overview of demand-side management program evaluations, though the content is not detailed in the provided text.

INTRODUCTION EfficiencyOne (EOne), an independent, non-profit organization, is responsible for helping Nova Scotians improve the energy efficiency of their homes and workplaces by designing, marketing, and delivering energy efficiency and...

AI summary EfficiencyOne (EOne) evaluates its 2021 demand-side management (DSM) programs, achieving 109.418 GWh in net energy savings and 27.484 MW in peak demand savings, avoiding 63,911 tonnes of CO2 eq annually. The evaluation, conducted by Econoler and partners, highlights program effectiveness and recommends enhancements.

1 EVALUATION SCOPE AND OBJECTIVES The 2021 Portfolio Evaluation Plan was based on the Evaluation Schedule outlined in the Overall Strategic Evaluation Plan, 2 which provides a framework and approach to guide evaluation planning and impleme...

AI summary The 2021 Portfolio Evaluation Plan outlines the approach to evaluating demand-side management (DSM) activities from 2020–2022. It emphasizes prioritizing evaluations based on factors such as program savings, uncertainty, changes in program design, regulatory requirements, and evaluation scheduling. The plan also considers the impact of the COVID-19 pandemic on evaluation activities and categorizes evaluations into impact, process, and market evaluations.

Table 1: 2021 Portfolio Evaluation Plan DSM Program Program Components Impact Process Market Residential Residential Efficient Appliance Retirement (ARet) Condensed Products Rebates Instant Savings Comprehensive X Efficient Product Install...

AI summary The 2021 Portfolio Evaluation Plan outlines various energy efficiency programs, including appliance retirement, efficient product installation, and business energy rebates, with different levels of impact and market evaluation themes. Selected program components are highlighted for additional evaluation activities.

The SBES evaluation included the SBES Direct Install pilot, while the Custom evaluation included the OEM Operational Demand Savings pilot. The following subsections describe the objectives of the impact, process, and market evaluations.

AI summary The evaluation of the SBES program includes the Direct Install pilot, while the Custom evaluation involves the OEM Operational Demand Savings pilot. The subsections outline the objectives of impact, process, and market evaluations.

1.3 Evaluation Research Objectives and Scope In 2021, the Evaluator was asked to conduct two pieces of research to inform EOne's current and future demand response activities, as well as potential strategies related to market transformatio...

AI summary In 2021, the Evaluator conducted research to inform EOne's demand response activities and strategies related to market transformation and codes and standards. The objectives focused on evaluating current and future initiatives under these areas.

1.3.2 Evaluation Approaches for Event-based Demand Response Pilots EOne began developing demand response projects focused on reducing demand during the Nova Scotia peak period in 2021. The objective of the research was to explore options t...

AI summary EOne initiated demand response projects in 2021 to reduce Nova Scotia's peak demand, focusing on evaluating and reporting peak demand reductions from event-based DR pilots and future programs.

2 EVALUATION METHODOLOGY This section presents the methodology used and the activities carried out to evaluate EOne DSM program components and services through impact, process, and market evaluations as well as other research for 2021.

AI summary This section outlines the methodology for evaluating EOne's Demand-side Management (DSM) program components and services in 2021, focusing on impact, process, and market evaluations alongside other research activities.

Table 3: 2021 Interviews Completed Program Component Program Manager 1 / EOne Staff Service Provider/ Distributors Participants Retailers Program Administrators Residential Appliance Retirement 2 - - - - Instant Savings 2 - - 8 - Home Ener...

AI summary Table 3 presents the number of interviews conducted in 2021 across various program components and stakeholder groups, including program managers, service providers, participants, and program administrators. The data highlights engagement levels for different programs such as appliance retirement, instant savings, and market transformation.

Site Visits The Evaluator performed a total of 106 on-site visits during the summer and fall of 2021. For Business Energy Rebates, the objective of on-site visits was to collect data to establish or validate some of the parameters used in...

AI summary The Evaluator conducted 106 on-site visits in 2021 to validate data and parameters for various programs, including Business Energy Rebates, Affordable Multifamily Housing, and Efficient Product Installation. These visits aimed to ensure accuracy in savings calculations and model simulations.

2.1.5 Gross Savings Analysis Gross savings refer to changes in energy consumption resulting from actions taken by participants regardless of their reasons for participating. Upon completion of the impact evaluation activities described abo...

AI summary This section discusses the calculation of gross savings from energy efficiency programs, including interactive effects and peak demand savings. Interactive effects are calculated based on site-specific or provincial averages, while peak demand savings are derived from electrical energy savings using established ratios and engineering calculations.

Data Collection This subsection describes the data-collection activities conducted for the process and market evaluations. As discussed above, interviews were often integrated to collect impact, process, and market information. - › Seconda...

AI summary This subsection outlines data-collection methods used for process and market evaluations, including the use of secondary data on LED markets and heat pump installations, as well as in-depth interviews with stakeholders to gather insights on program components and experiences.

2.3 Evaluation Research The evaluation research on Market Transformation and Codes and Standards as well as Evaluation Approaches for Event-based Demand Response pilots, was conducted with two main activities, as described below.

AI summary The evaluation research on Market Transformation and Codes and Standards, along with Evaluation Approaches for Event-based Demand Response pilots, was conducted with two main activities as described in the document.

Table 6: Comparison of 2021 Evaluated and Tracked Energy Savings at the Generator Portfolio Total 141.346 111.047 138.896 0.79 109.418 1,548.786 99% BNI Subtotal 90.978 71.663 88.668 0.77 68.142 970.670 95% Direct Installation Small Busine...

AI summary Table 6 compares the 2021 evaluated and tracked energy savings across different programs and portfolios, including BNI, residential, and DSM initiatives. It highlights energy savings metrics such as annual gross and net savings, NTGR, and lifetime net energy savings for various programs like Small Business Energy Solutions, Strategic Energy Management, and the Mi'kmaw Home Energy Efficiency Project.

Table 7: Comparison of 2021 Evaluated and Tracked Peak Demand Savings at the Generator Tracked Results Evaluated Results10 DSM Program Program Component Annual Gross Savings (MW) Annual Net Savings (MW) Annual Gross Savings (MW) NTGR Annua...

AI summary Table 7 compares the evaluated and tracked peak demand savings for various demand-side management (DSM) programs in 2021, including residential and BNI programs, with metrics such as annual gross and net savings, net-to-gross ratio (NTGR), and net realization rates.

Appliance Retirement - › ARet achieved its net electrical energy savings targets but not its peak demand savings targets. - › ARet participation, as well as energy and peak demand savings, increased in 2021 compared to 2020 levels partly b...

AI summary Appliance Retirement (ARET) met its net electrical energy savings targets but fell short of peak demand savings goals. Participation and savings increased in 2021 compared to 2020 due to factors like the post-pandemic recovery, increased public events, and higher rebates for full-size appliance retirements. Discrepancies between evaluated and tracked savings are minimal and attributed to variations in appliance characteristics.

Green Heat - › Green Heat net electrical energy and peak demand savings exceeded targets. - › Green Heat participation levels reached a new high in 2021, driven in large part by growth in demand reduction measures. - › Green Heat free-ride...

AI summary The Green Heat program exceeded its energy and peak demand savings targets in 2021, with increased participation driven by demand reduction measures. Free-ridership levels for MSHPs decreased, and the Evaluator's results showed significantly higher savings compared to EOne's tracking due to the new free-ridership level for MSHPs.

Custom Incentives In 2021, Custom Incentives achieved 25.165 GWh in net energy savings and 6.390 MW in net peak demand savings at the generator through its three components, namely Custom, Energy Management Information Systems, and Strateg...

AI summary In 2021, Custom Incentives achieved significant energy and peak demand savings through its components, including Retrofit, New Construction, and Building Optimization, with the Retrofit service also participating in the OEM Operational Demand Savings pilot.

Custom The key findings of the Custom impact evaluation overall were as follows: - › Custom net electrical energy and peak demand savings fell short of targets in 2021. - › Compared to 2020, Custom participation increased in 2021 due in pa...

AI summary The Custom impact evaluation found that energy and peak demand savings fell short of targets in 2021, though participation increased. Adjustments were made to savings estimates, and free-ridership trends were noted. The Retrofit and New Construction evaluations highlighted successful client-led M&V approaches and design influences, while the OEM Operational Demand Savings Pilot showed positive results but opportunities for improvement in program guidelines and M&V methodologies.

Table 8: 2021 Free-ridership, Spillover and NTGRs Program Component and Measure Type Free-ridership Levels Spillover Levels NTGR Residential Refrigerators - 0.56 Freezers - 0.47 Appliance Retirement a Air Conditioners - 0% 0.53 Small Refri...

AI summary Table 8 presents data on free-ridership, spillover, and net-to-gross ratios (NTGRs) for various energy efficiency programs in 2021, including appliance retirement, LED lighting, home energy assessments, and business energy rebates. The table highlights varying levels of free-ridership and spillover across different program components and participant groups.

3.3 Lifetime Energy Savings The Evaluator reviewed the effective useful life values for measures offered by EOne and their associated lifetime energy savings. The Evaluator found that the DSM portfolio generated 1,548.786 GWh in lifetime e...

AI summary The Evaluator reviewed the effective useful life (EUL) of energy efficiency measures in the EOne portfolio, finding that the DSM portfolio generated 1,548.786 GWh in lifetime energy savings. Measures with longer EUL, such as insulation and new home construction, contribute disproportionately to lifetime savings compared to annual savings.

Table 9: 2021 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 9 presents the 2021 evaluated net lifetime energy savings at the generator for various demand-side management (DSM) programs in Nova Scotia, including residential, BNI, and portfolio totals, with data on annual and lifetime energy savings and weighted average effective useful life (EUL).

3.4 Greenhouse Gas Emission Reductions The Evaluator established the reduced GHG emissions due to the DSM portfolio at 63,911 tonnes of CO 2 eq in terms of annually avoided GHG emissions. [Table](#page-37-1) 10 below presents the GHG emiss...

AI summary The Evaluator calculated that the DSM portfolio reduced GHG emissions by 63,911 tonnes of CO2 eq annually. Table 10 provides the GHG emission reductions for each program component in 2021 and the total for the portfolio.

Table 10: 2021 Evaluated Avoided GHG Emissions DSM Program Program Component Avoided GHG Emissions in CO2 eq Tonnes Evaluated Results (GWh) Residential Residential Efficient Product Appliance Retirement 1,445 2.474 Rebates Instant Savings...

AI summary Table 10 presents the evaluated avoided greenhouse gas (GHG) emissions for various demand-side management (DSM) programs in 2021, including residential, BNI, and portfolio totals. The table lists emissions in CO2 eq tonnes and evaluated results in GWh for each program component.

4 DSM PORTFOLIO PERFORMANCE This section presents a comparison of evaluated savings with EOne planned savings at the program and component levels. It also addresses satisfaction results, annual savings performance, as well as the historica...

AI summary The DSM portfolio performance in 2021 was impacted by the suspension of in-home visits, assessments, and business audits due to the COVID-19 pandemic, leading to delays and supply chain challenges that negatively affected energy and peak demand savings.

Table 12: 2021 Planned Savings and Evaluated Results Planned Savings Evaluated Results Variance Program Component and DSM Program GWh MW GWh MW GWh (%) MW (%) Residential Residential Efficient Product Rebates 13.012 1.654 16.788 1.987 29%...

AI summary Table 12 outlines the 2021 planned savings and evaluated results for various energy efficiency programs in Nova Scotia, including residential, BNI, and portfolio totals. The data shows variances between planned and actual outcomes, with some programs exceeding expectations and others falling short.

4.3 Historical Portfolio Analysis This subsection presents year-over-year program performance and the contribution of individual program components to portfolio savings. [Table](#page-42-0) 13 and [Table](#page-43-0) 14 below provide a his...

AI summary This subsection provides a historical overview of program performance and changes in the DSM portfolio composition from 2017 to 2021, using tables to illustrate year-over-year performance and contributions of individual program components to overall savings.

Table 13: Evaluated Net Energy Savings at the Generator, 2017-2021 Energy Savings (GWh) Energy Savings (%) DSM Program Program Component 2017 2018 2019 2020 2021 2017 2018 2019 2020 Appliance Retirement 3.094 2.657 2.545 2.111 2.474 2% 2%...

AI summary Table 13 presents evaluated net energy savings from various DSM programs and components between 2017 and 2021, including Appliance Retirement, Instant Savings, Home Energy Assessment, Green Heat, Efficient Product Installation, and others. The data shows energy savings in gigawatt-hours and percentages for each year.

Table 14: Evaluated Net Peak Demand Savings at the Generator, 2017-2021 Peak Demand Savings (MW) Peak Demand Savings (%) DSM Program Program Component 2017 2018 2019 2020 2021 2017 2018 2019 2020 2021 Residential Residential Appliance Reti...

AI summary Table 14 presents evaluated net peak demand savings from various demand-side management (DSM) programs in Nova Scotia from 2017 to 2021, highlighting the contributions of residential, BNI, and overall portfolio programs in terms of megawatts (MW) and percentage savings.

5 MARKET EVOLUTION In 2021, the Evaluator again analyzed market indicators and monitored three distinct measures in three program components to identify when program component offerings should be adapted. These components and measures were...

AI summary In 2021, the Evaluator analyzed market indicators for three program components—Instant Savings, Business Energy Rebates, and Green Heat—to determine when offerings should be adapted. Market data, including free-ridership, market share, and prices, were used to assess trends and the state of market transformation for these products in Nova Scotia.

6.2 Evaluation Approaches for Event-based Demand Response Pilots The 2021-2022 winter peak period is the first time EOne will have a demand response pilot implemented, piloting a domestic hot water demand response pilot as well as a demand...

AI summary EOne is implementing demand response pilots during the 2021-2022 winter peak period, requiring evaluation approaches. Econoler recommends using ex-ante evaluation methods, refined with ex-post analysis, to validate DR capacity available to the grid operator. This ensures demand savings are accurately assessed and aligns with energy efficiency portfolio evaluations.

CONCLUSION AND RECOMMENDATIONS Overall savings achieved in 2021 were below target levels, with the residential portfolio coming closer to meeting targets than the BNI portfolio. The Evaluator made a cross-cutting recommendation in the 2020...

AI summary Overall savings in 2021 were below target, with residential programs performing better than BNI. EOne adapted to the pandemic by adjusting incentives and marketing, which helped some programs recover pre-pandemic savings. However, some programs still lagged due to shutdowns and slower customer response. Market evolution work highlighted potential supply issues for certain measures.

Table 16: 2021 Recommendations on Business, Non-profit, and Institutional Program Components No. Recommendation OEM – R1 If operational demand programs are offered in the future, leverage pilot findings to deploy improved M&V and savings c...

AI summary The text outlines recommendations for improving measurement and verification (M&V) protocols for operational demand programs, retrofit, and building optimization initiatives. It emphasizes the need for detailed M&V guidance, including methods for measuring demand before and during peak windows, capturing the full effects of load-shifting projects, and ensuring that reductions are well outside the margin of error.

APPENDIX I BIBLIOGRAPHY Program Components Bibliographic References City Utilities. City Utilities Demand Response Program. 2017, p.13. Rundquist, Robert A. et al., "Calculating Lighting and HVAC Interactions," ASHRAE Journal, November 199...

AI summary This appendix lists bibliographic references for various energy efficiency programs and technical documents, including demand response programs, lighting and HVAC research, energy efficiency evaluations, and regulatory guidelines from multiple jurisdictions.

Adjustment Ratio Margins of Error Below is a description of the steps followed to calculate the margins of error for adjustment ratios applied to energy and peak demand savings, based on the example for energy savings from the 2021 BER Mai...

AI summary The text outlines the methodology for calculating margins of error for adjustment ratios applied to energy and peak demand savings, using the example from the 2021 BER Mail-in. The same approach is used for installation rates with slight modifications.

Calculation of the Margins of Error The margins of error of the BER Mail-in lighting measures adjustment ratio were established by using the following formula that applies to samples drawn from a small population (defined as being less tha...

AI summary The document explains the calculation of the margin of error for the BER Mail-in lighting measures adjustment ratio using a specific formula. The margin of error was determined to be 6.7% based on a population size of 394. This calculation was used in 2021 for BER Mail-in lighting measures, while a census approach was used for other programs, making a margin of error calculation unnecessary for them.

Evaluation of 2021 DSM Programs EfficiencyOne Executive Summary – Appendix Report $FR = \frac{\sum_{i=1}^{n} (FR_i \times Gross_Savings_i)}{\sum_{i=1}^{n} Gross_Savings_i}$ Overall free-ridership level (%) for the program component FR= 15%...

AI summary The evaluation of the 2021 DSM programs by EfficiencyOne calculates the free-ridership rate (FR) at 15%, spillover savings at 0%, and the net total gross savings ratio (NTGR) at 85%. These metrics are used to assess the effectiveness of the demand-side management programs in achieving their efficiency goals.

RESIDENTIAL EFFICIENT PRODUCT REBATES PROGRAM 2021 DSM EVALUATION EFFICIENCYONE Final Report March 10, 2022

AI summary This document is the final report of the Residential Efficient Product Rebates Program 2021 DSM Evaluation by EfficiencyOne, submitted on March 10, 2022. It includes visual content but lacks detailed textual analysis or findings.

DEFINITIONS Accuracy Reflects the proximity of measurements to the true value. Free-ridership Percentage of gross savings attributable to participants who would have implemented the same or similar energy efficiency measures, with no chang...

AI summary The text defines several key terms related to energy efficiency programs, including free-ridership, gross savings, induced consumption, and in-service rate. These definitions provide clarity on how program effectiveness is measured and evaluated.

EXECUTIVE SUMMARY This report presents the 2021 demand-side management (DSM) evaluation results of the Residential Efficient Product Rebates program administered by EfficiencyOne (EOne). This program is comprised of two components: (1) App...

AI summary This report evaluates the 2021 demand-side management results of the Residential Efficient Product Rebates program, administered by EfficiencyOne. The program includes two components: Appliance Retirement and Instant Savings.

Instant Savings Findings and Recommendations This subsection presents the key findings and recommendations from the Instant Savings evaluation. 2021 Instant Savings-Finding: Instant Savings net electrical energy savings and peak demand sav...

AI summary The 2021 Instant Savings program exceeded its energy and peak demand savings targets by 35% and 36%, respectively. Despite the challenges of the pandemic, participation remained high. Non-lighting products contributed significantly to savings, while free-ridership and spillover effects for LED lamps and fixtures increased. The report includes figures and tables summarizing performance metrics and NTGRs.

Table 5: Comparison of 2021 Instant Savings Tracked and Evaluated Savings at the Generator Gross Savings NTGR Net Savings Realization Rate Value Unit Value Value Unit Value Energy Savings Tracked Savings by EOne 15.559 GWh 0.89 13.820 GWh...

AI summary Table 5 compares the 2021 instant savings tracked by EOne and the evaluated savings at the generator, including gross savings, net-to-gross ratio (NTGR), net savings, and realization rate for both energy and peak demand savings.

INTRODUCTION EfficiencyOne (EOne), an independent, non-profit organization, is responsible for helping Nova Scotians improve the energy efficiency of their homes and workplaces by designing, marketing, and delivering energy efficiency and...

AI summary EfficiencyOne (EOne) is a non-profit organization responsible for energy efficiency programs in Nova Scotia, funded by Nova Scotia Power ratepayers. EOne's 2021 DSM program portfolio includes the Residential Efficient Product Rebates program, which has two components: Appliance Retirement and Instant Savings. The evaluation report discusses the impact evaluation methodology, including baseline definitions, savings calculation, parameters, and net-to-gross ratios.

-off appliance, either at a community event or at the warehouse directly. To participate in ARet, participants must own the appliance(s) to be retired. The following rebates are offered through ARet: - › $30-$50 for each retired full-sized...

AI summary The Appliance Retirement (ARET) program offers rebates for retiring inefficient appliances and provides replacements using DSM funds for eligible participants. Due to pandemic restrictions, replacement rates were slow, but EOne increased incentives and hosted community events to boost participation. The program aimed for 2.41 GWh in energy savings and 0.414 MW in peak demand savings in 2021.

Unitary Savings Review The Evaluator reviewed the unitary savings values of refrigerators and freezers to account for the evolving mix of manufacture year-class and average unit size, then updated the 2020-2022 Measure Assessment 4 accordi...

AI summary The Evaluator reviewed unitary savings values of refrigerators and freezers, considering changes in manufacturing year-class and average unit size, and updated the 2020-2022 Measure Assessment accordingly. The assessment provides details on energy and peak demand savings for EOne's DSM program portfolio.

Peak demand savings correspond to the demand savings that coincide in time with the peak demand period of the electricity system. The projected electricity peak demand period in Nova Scotia is between 5 p.m. and 7 p.m. in the months of Dec...

AI summary The document discusses peak demand savings in Nova Scotia, specifically during the evening hours of December to February on non-holiday weekdays. It references a table that lists unitary peak demand savings from appliance retirements and replacements in 2021 through programs like ARET, HomeWarming, and MHEEP.

Table 10: 2021 ARet Tracked and Evaluated Unitary Peak Demand Savings Appliance Tracked Unitary Peak Demand Savings [W] Evaluated Unitary Peak Demand Savings [W] ARet – Retirement Refrigerators 92.5 92.6 Freezers 124 119 Air Conditioners 0...

AI summary Table 10 presents the tracked and evaluated unitary peak demand savings for various appliances under the Appliance Retirement (ARET) program in 2021, including both retirement and replacement initiatives like HomeWarming and MHEEP. The data highlights the impact of retiring and replacing appliances on demand reduction.

Evaluated 2021 ARet Net Energy and Peak Demand Savings (Continued) HomeWarming MHEEP Measure Category Refrigerators Freezers Dehumidifiers Refrigerators Freezers Dehumidifiers Total Energy Savings Gross Energy Savings – at the Meter (GWh)...

AI summary The document presents a table evaluating the 2021 ARet Net Energy and Peak Demand Savings for HomeWarming and MHEEP programs. It includes metrics such as gross and net energy savings, line loss factors, equivalent effective useful life, and peak demand savings across various appliance categories.

5.1 Instant Savings Description Instant Savings offers instant cash rebates to consumers who purchase eligible energy efficient products. Instant Savings is carried out with the help of one DA, Summerhill Group Inc. as well as national ret...

AI summary Instant Savings provides cash rebates for energy-efficient product purchases in Nova Scotia. Rebates are offered through various retailers and online platforms. The program has evolved since 2019, with changes to rebate structures and product eligibility, including year-round rebates for certain items. Table 18 lists eligible products and their rebate amounts.

5.2 Follow-up on Past Evaluation Report Recommendations The Evaluator evaluated Instant Savings in previous years and issued recommendations for improvements. [Table](#page-119-2) 19 below provides a summary of the implementation status fo...

AI summary The Evaluator reviewed past recommendations for the Instant Savings program and noted that only one 2018 recommendation remains unimplemented. A socket study is being considered as part of the 2023-2025 DSM plan.

Table 21: 2021 Instant Savings Evaluation Approach Evaluation Objectives Research Questions Methodology Collect information on participant and partner perspectives › What is the awareness level about Instant Savings and how did participant...

AI summary Table 21 outlines the 2021 Instant Savings Evaluation Approach, detailing objectives, research questions, and methodology for evaluating the program. It includes data collection methods such as participant surveys and retailer interviews to assess awareness, satisfaction, and the program's impact on energy savings and market evolution of LED products.

Calculations Using Evaluation Results Building on all the above methods and collected data. the Evaluator calculated the first-year and lifetime energy and peak demand savings using the calculation methodology presented in Section [8](#pag...

AI summary The Evaluator calculated first-year and lifetime energy and peak demand savings using the methodology outlined in Section 8. The 2020–2022 Measure Assessment serves as a reference for calculating energy and peak demand savings for EOne's DSM program portfolio, including effective useful life measures for all measures offered.

7.1 Participant Perspectives An online participant survey was conducted as part of the Instant Savings evaluation. A total of 120 surveys were completed with LED purchasers during the 2021 fall campaign. A distinction was made between cons...

AI summary A survey of 120 LED purchasers in Nova Scotia revealed that 58% were aware of the Instant Savings program, with in-store promotions being the main source of awareness. Most purchasers intended to replace existing bulbs or install new fixtures, and awareness of rebates was high at the point of purchase. Awareness of in-store signage was also consistent with previous years.

LED Lamps Overall, Instant Savings is seen as having a limited influence on enhancing both consumer and sales staff knowledge about LED lamps and their benefits (average influence rating of 5.7 and 4.7. respectively), although retailers ge...

AI summary Retailers report limited influence of the Instant Savings program on consumer and staff knowledge of LED lamps, though awareness has increased over time. The program has minimal impact on the variety of LED lamps stocked, with inventory decisions driven more by supplier recommendations and consumer demand than by the rebate. Inventory levels show mixed results, with some retailers needing to increase stock during campaigns and others not seeing significant sales increases.

8.2.2 Unitary Energy Savings The Evaluator validated the unitary savings values based on the 2020–2022 Measure Assessment and reviewed the unitary savings values for LED lamps and fixtures. Appendix VIII provides the detailed description o...

AI summary The Evaluator validated and revised unitary energy savings values for LED lamps, fixtures, and heat pump water heaters based on 2021 sales data and 2018–2020 ARet tracking sheets. Other products' savings values remained unchanged due to stable parameters and lack of more recent data.

8.2.3 Unitary Peak Demand Savings Peak demand savings correspond to the demand savings that coincide in time with the peak demand period of the electricity system. The projected electricity peak demand period in Nova Scotia is between 5 p....

AI summary The document discusses unitary peak demand savings, focusing on the timing of demand savings during peak electricity periods in Nova Scotia. It references the 2020–2022 Measure Assessment and Table 26, which summarizes tracked and evaluated savings values for products installed through the Instant Savings program in 2021.

Table 29: Evaluated 2021 Instant Savings Gross Energy and Peak Demand Savings LED Non-A-t ype Lamps LED Recessed LED ENERGY STAR Fixtures Dimmer Indoor Product Category R, BR, and Decorative Others Downlight Fixtures Without Motion Sensors...

AI summary Table 29 presents evaluated 2021 Instant Savings Gross Energy and Peak Demand Savings, detailing energy savings and peak demand reductions for various lighting and energy efficiency products, including LED lamps, motion sensors, and dimmers, with metrics such as energy savings in GWh and peak demand savings in MW.

Evaluated 2021 Instant Savings Gross Energy and Peak Demand Savings (Continued) Product Category Efficient Clothes Washers Efficient Clothes Dryers Room Air Purifiers Dehumidifiers Pool Pumps Heat Pump Water Heaters Showerheads Total for A...

AI summary The document presents a detailed evaluation of energy and peak demand savings from the 2021 Instant Savings program, categorizing various products and providing metrics such as number of units, energy savings, and peak demand savings across different timeframes and product categories.

Net savings are defined as the changes in energy use that are attributable specifically to Instant Savings. Net program component impacts were estimated by applying the overall NTGR to gross savings, as exemplified in the following equatio...

AI summary The document defines net savings as changes in energy use attributable to Instant Savings, using the NTGR to estimate net program component impacts. Instant Savings achieved 14.314 GWh in net electrical energy savings and 1.629 MW in net peak demand savings, with a weighted average EUL of 8.4 years for net electrical energy savings.

Table 36: Evaluated 2021 Instant Savings Net Energy and Peak Demand Savings LED Non-A-ty /pe Lamps LED ENERGY S STAR Fixtures Dimmor Indoor Product Category R, BR, and Decorative Others Recessed Downlight Fixtures Without Motion Sensors Wi...

AI summary Table 36 presents the evaluated 2021 Instant Savings Net Energy and Peak Demand Savings for various products and categories, including energy savings at the meter and generator, line loss factors, and peak demand savings. The table includes categories such as LED lamps, STAR fixtures, and dimmer switches, along with their respective energy and peak demand savings.

2021 Instant Savings Impact Evaluation Highlights - › Instant Savings achieved 14.314 GWh in net electrical energy savings and 1.629 MW in net peak demand savings at the generator in 2021. - › Free ridership for LED fixtures decreased in 2...

AI summary In 2021, the Instant Savings program achieved 14.314 GWh in net electrical energy savings and 1.629 MW in net peak demand savings. Free ridership for LED fixtures decreased due to increased participant awareness of discounts, while spillover increased due to higher sales outside the rebate period. These factors contributed to a 4% increase in both net energy and peak demand savings compared to tracked values.

9.1.3 Replacement Behaviour As part of the online participant survey described in Section [6,](#page-122-0) LED purchasers reported whether these lamps would be used for early replacement (i.e. to replace a lamp that has not burned out) or...

AI summary The section discusses a shift in LED lamp replacement behavior, with more lamps being used to replace burned-out lamps rather than for early replacement, as indicated by survey results from 2020 and 2021.

2021 Instant Savings-Finding: Instant Savings net electrical energy savings and peak demand savings surpassed the targets. Instant Savings achieved 14.314 GWh in net electrical energy savings and 1.629 MW in net peak demand savings at the...

AI summary In 2021, the Instant Savings program exceeded its energy and peak demand savings targets, driven by increased participation in controls and appliance categories. Despite challenges from the pandemic, participation remained high, with non-lighting products contributing the majority of gross savings. Retailers reported high satisfaction with the program and its delivery.

2021 Instant Savings-Finding: The spillover for LED fixtures increased significantly. Market effects were established at 32% for LED fixtures compared to 16% in 2020. This increase was driven by one large retailer, who reported a sizable n...

AI summary The 2021 Instant Savings-Finding indicates that the spillover effect for LED fixtures increased significantly, from 16% in 2020 to 32% in 2021. This increase is attributed to one large retailer's sales outside the campaign and the influence of EOne's program on the quantity of fixtures stocked in stores.

APPENDIX I ARET: TRACKING SHEET AUDIT This appendix presents the results of the tracking sheet audit performed by the Evaluator, which was aimed at: - › Verifying whether all the data fields required for the evaluation were included and fi...

AI summary This appendix outlines an audit of EfficiencyOne's tracking sheet for the ARET program, focusing on verifying data completeness, accuracy of energy and peak demand savings calculations, and consistency with previous evaluations. The audit was conducted following the implementation of a new Integrated Customer Information System in 2021.

Table 1: Verification of 2021 ARet Data Field Completeness and Accuracy Data Field Complete (Y/N/Partial) Consistent with Previous Evaluation If Incomplete or Inconsistent, Action Taken by the Evaluator Data for Each Project or Participant...

AI summary The table verifies the completeness and accuracy of 2021 ARet data fields. It highlights missing data in gross and net energy and peak demand savings for multiple participants and notes that values were calculated using line loss factors associated with rate codes.

- 96. Other, SPECIFY: ______________________ Incandescent bulb Halogen bulb CFL bulb D7. How likely would you have been to buy the LED bulbs that you purchased if you had to pay the full price? Please answer on a scale of 0 to 10, with a 0...

AI summary The text includes a question about the likelihood of purchasing LED bulbs at full price and another about the timing of purchase without a discount. These questions are part of a survey or proceeding related to consumer behavior and energy efficiency programs.

[ASK THE FOLLOWING QUESTIONS IF AWARE OF THE DISCOUNT [(G1=](#page-198-0)1) OR [(G2=](#page-199-1)1), OTHERWISE SKIP TO NEXT SECTION] - G4. If the discount on LED fixtures had NOT been offered, what would you have bought? Would you have… [...

AI summary The text presents two questions (G4 and G5) related to customer behavior regarding the purchase of LED fixtures and alternative lighting options. G4 asks what customers would have purchased if a discount on LED fixtures was not offered, while G5 asks about the type of bulbs customers would have installed if they opted for non-LED fixtures.

Likelihood of 20 17 20 18 201 19 2020 2021 Buying LEDs Without Discount Sample Size Mean Sample Size Mean Sample Size Mean Sample Size Mean Sample Size Mean Likelihood of buying LEDs if discount had not been offered 94 4.2 152 4.5 40 4.9 5...

AI summary The table presents data on the likelihood of purchasing LED bulbs without a discount across different years, with sample sizes and mean values indicating varying levels of interest over time.

- E6. For which of the following reasons did you buy this LED fixture?

AI summary The text asks the respondent to identify the reason for purchasing an LED fixture, indicating a focus on customer behavior and energy efficiency programs.

\ Slight change in wording in 2020 2020 2021 Aware of Discount Recessed Fixtures Other LED Fixtures Recessed Fixtures Other LED Fixtures Sample Size 30 70 15 (#) 38 Yes 57% 46% 11 63% No 43% 54% 4 37% Base: Respondents who purchased LED fi...

AI summary The document presents a comparison of awareness of discounts for LED fixtures in 2020 and 2021, showing a slight change in wording in 2020. The data indicates that awareness of discounts for recessed fixtures increased from 57% to 63%, while awareness for other LED fixtures decreased from 46% to 37%.

2021 DSM Evaluation – Appendix Report D3. Considering that you sold [ TOTAL SALES - UNITS] LED fixtures in the first [IF D1 = YES] three quarters of 2021. Roughly what percentage of all LED fixtures you anticipate selling in 2021 does that...

AI summary The text presents a table from an appendix report evaluating demand-side management (DSM) activities in 2021. It asks the respondent to estimate the percentage of all LED fixtures they anticipate selling in 2021, based on the number sold in the first three quarters.

Table 1: Verification of 2021 Instant Savings Data Field Completeness and Accuracy Data Fields Complete (Y/N/Partial) Consistent with Previous Evaluation If Incomplete or Inconsistent, Action Taken by the Evaluator Data for Each Project or...

AI summary This table verifies the completeness and accuracy of 2021 Instant Savings data fields. It notes some data fields as incomplete, such as model numbers and wattage, but no action was needed. Discrepancies were found in unitary savings values for specific measures, but the evaluator used the correct values in calculations.

Table 3: Verification of 2021 Instant Savings Compilation of Savings Program Component Result Valid Equation? (Y/N) If Not, Action Taken by the Evaluator Gross Energy Savings at the Generator N An error was made in the calculation of the g...

AI summary Table 3 verifies the 2021 Instant Savings compilation, identifying an error in the calculation of gross energy savings for ENERGY STAR certified clothes dryers. The Evaluator corrected the value using data from the 2020 DSM Measure Assessment report.

[Table](#page-44-0) 4 presents the corrected tracked savings resulting from all changes made by the Evaluator as described in this appendix.

AI summary Table 4 shows the corrected tracked savings from changes made by the Evaluator, as detailed in the appendix.

Algorithm – LED Fixtures Algorithm – LED Fixtures G5. [ASK IF G4=2] If you were going to purchase a fixture without LED lighting, what type of bulbs would you have installed? 1. Incandescent 2. Halogen 3. CFLs 96. Other 99. (Don't know / R...

AI summary This section outlines an algorithm for calculating scores related to LED fixture purchases, including questions about bulb type and purchase timing without discounts. The algorithm assigns values based on responses to determine PA4 and PA5 scores.

Algorithm – LED Bulbs Total Non-A Type Sales Non-A-type LED bulbs sold from January – December 2021 (extrapolated from retailer data and interview responses) #LEDJan-Dec LED Sales During Instant Savings' Campaigns LED bulb sales during the...

AI summary The document discusses the sales of non-A type LED bulbs in Nova Scotia, including extrapolated sales data from 2021, sales during Efficiency Nova Scotia's Instant Savings campaigns, and the influence of the organization's programs on bulb sales. It includes a formula to calculate final market effects based on sales and program influence.

EXECUTIVE SUMMARY This report presents the 2021 demand-side management (DSM) results of the Existing Residential program administered by EfficiencyOne (EOne). This program is comprised of five components: (1) Home Energy Assessment (HEA);...

AI summary This report outlines the 2021 demand-side management (DSM) results of the Existing Residential program administered by EfficiencyOne (EOne). The program includes five components aimed at promoting energy efficiency in residential homes and affordable housing through financial incentives, technical support, and direct installations.

MHEEP Findings and Recommendations This subsection presents the key findings from the MHEEP evaluation. The Evaluator has no specific recommendation for MHEEP. 2021 MHEEP-Finding: MHEEP net electrical energy and peak demand savings fell sh...

AI summary The MHEEP evaluation found that net electrical energy and peak demand savings fell short of targets by 67% and 71%, respectively. However, average electrical savings per participant increased in 2021, particularly for peak demand, due to a new calculation methodology for cold-climate heat pumps. Evaluated savings matched initial savings tracked by EOne.

INTRODUCTION EfficiencyOne (EOne), an independent, non-profit organization, is responsible for helping Nova Scotians improve the energy efficiency of their homes and workplaces by designing, marketing, and delivering energy efficiency and...

AI summary EfficiencyOne (EOne), a non-profit organization, delivers energy efficiency programs in Nova Scotia, funded by Nova Scotia Power (NS Power) ratepayers. EOne's 2021 DSM program portfolio includes residential programs evaluated by Econoler, focusing on impact evaluation components such as baseline definitions, savings calculation methodologies, and net-to-gross ratios.

Table 9: Types of Evaluations Conducted for Each Program Component, 2021 Program Program Component 2021 Process Market Impact HEA Condensed Green Heat X Condensed Existing Residential EPI Comprehensive MHEEP Condensed AMH Comprehensive \ S...

AI summary Table 9 outlines the types of evaluations conducted for each program component in 2021, including process, market, and impact evaluations, with specific details for programs like HEA, Green Heat, EPI, MHEEP, and AMH.

1.3 Participation History As presented in [Figure](#page-90-1) 12 below, 961 participants completed a project under HEA in 2021, representing an 8% decrease in participation compared to 2020. The number of participants refers to those part...

AI summary In 2021, the Home Energy Assessment (HEA) program saw 961 participants, an 8% decrease from 2020. Average savings per participant dropped by 9% due to the inclusion of non-electrically heated homes, which generate lower electrical savings. Despite this, the proportion of participants with both electrical and non-electrical savings remained stable. HEA achieved 3.618 GWh in gross energy savings and 1.722 MW in peak demand savings in 2021, a 16% decrease from 2020.

Calculations Using Evaluation Results Building on all the above methods and collected data, the Evaluator calculated the first-year and lifetime energy and peak demand savings as per the calculation methodology presented in Section [3](#pa...

AI summary The Evaluator calculated first-year and lifetime energy and peak demand savings based on typical energy consumption, excluding changes due to the COVID-19 pandemic.

3.1 Tracking Sheet Audit To ensure program component results were reliably compiled, the Evaluator first performed a tracking sheet audit aimed at verifying the completeness and consistency of the data submitted by EOne. The verification a...

AI summary The Evaluator conducted a tracking sheet audit to verify the completeness and consistency of data submitted by EOne, identifying and correcting errors in savings calculations, capping errors, and heat pump demand savings. The audit revealed that the increasing complexity of the tracking sheet, particularly due to changes in HEA, increases the risk of errors and necessitates reorganization.

Reporting Requirements HEA incentives originate from two sources of funding and are thus reported to two different parties via the 2021 DSM evaluation and the 2021/22 PNS evaluation reports. The DSM evaluation is focused on reporting elect...

AI summary HEA incentives are funded from two sources and reported in two evaluations: the 2021 DSM evaluation and the 2021/22 PNS evaluation. Equations were developed to avoid double counting and better reflect energy savings from fuel switching and the distribution of savings between DSM and PNS programs. The 2019 formulas were updated and remained valid for the 2021 evaluation.

3.2.3 Peak Demand Savings Peak demand savings correspond to the demand savings that coincide in time with the peak demand period of the electricity system. The projected electricity demand peak period in Nova Scotia is defined as the colde...

AI summary Peak demand savings refer to reductions in electricity demand during the peak period, defined as the coldest days between 5 p.m. and 7 p.m. from December to February on non-holiday weekdays in Nova Scotia.

Space Heating Peak Demand Savings For space heating measures modelled in HOT2000, peak demand savings calculations are obtained using a peak demand-to-energy ratio of 0.283 MW/GWh. This ratio (RES-Elect Space Heat&Cool) was set by Navigant...

AI summary The document discusses the calculation of peak demand savings for space heating measures, using a peak demand-to-energy ratio of 0.283 MW/GWh established in the 2016-2018 DSM Plan. It also outlines an exception made in 2020 for mini-split heat pumps, where unitary peak demand savings were calculated separately based on tracked parameters from the HEA program.

Domestic Hot Water Peak Demand Savings For DHW measures, the Evaluator used a peak demand-to-energy ratio of 0.162 MW/GWh, also obtained from the Navigant 2016-2018 DSM Plan, to develop unitary peak demand savings values. The peak demand-t...

AI summary The Evaluator used a peak demand-to-energy ratio of 0.162 MW/GWh, obtained from the Navigant 2016-2018 DSM Plan, to calculate unitary peak demand savings for domestic hot water measures, as presented in the 2020-2022 Measure Assessment.

Demand Reduction Measures As for demand reduction measures such as electric thermal storage units, three-element water heaters, and DHW heater timers, separate peak demand savings values were established. Their detailed calculations are pr...

AI summary The document discusses demand reduction measures, including electric thermal storage units and water heaters, and how peak demand savings values were established through the Home Energy Assessment (HEA) in 2021. A table is referenced that summarizes these calculations.

Table 16: 2021 HEA Tracked and Evaluated Peak Demand Savings Measure Tracked Peak Demand Savings [W] Evaluated Peak Demand Savings [W] Space Heating Heat Pump Measures Calculation based on specification data for each installed system Other...

AI summary Table 16 details peak demand savings from various energy efficiency measures in 2021, including heat pumps, wood stoves, and water heating systems. The table shows tracked and evaluated savings, with some measures showing no change in evaluated savings.

3.3 Net Savings The Evaluator determined net energy and peak demand savings, i.e. the electrical energy and peak demand savings that can be reliably attributed to a program component, by estimating the net-to-gross ratio (NTGR). In the cas...

AI summary The Evaluator calculated net energy and peak demand savings by considering the net-to-gross ratio (NTGR), free-ridership, participant spillover, and deductions from Green Heat and EPI savings in the case of HEA.

The unconverted D assessment savings spillover effect corresponds to the savings associated with those measures implemented by participants who did not complete an E assessment by the end of the allocated 12-month period (referred to as ex...

AI summary The document discusses the unconverted D assessment spillover effect, where energy savings from participants who did not complete an E assessment within 12 months are added to gross savings. In 2021, 600 such participants were identified, with 54% having installed at least one upgrade, resulting in estimated energy and peak demand savings of 0.740 GWh and 0.209 MW.

2021 HEA-Finding: Savings per home continued to decrease. With 961 participants, the 2021 participation level decreased by 8% compared to 2020 and returned to the same level as in 2019. Gross energy and demand savings also decreased by 16%...

AI summary The 2021 Home Energy Assessment (HEA) participation dropped by 8% compared to 2020, returning to 2019 levels. Gross energy and demand savings decreased by 16%, due to lower participation and reduced savings per home. However, the decline in savings per home has stabilized slightly, with a small increase in the proportion of DSM participants generating both electrical and non-electrical savings.

Table 27: Implementation Status of Past Recommendations for Green Heat # Past Recommendations Status Comments 2017-GH-R3 Improve the collection of technical information about central air-source heat pumps (CASHPs). Not Recommen ded for Act...

AI summary The implementation status of past recommendations for Green Heat is discussed, highlighting that improving the collection of technical information about central air-source heat pumps (CASHPs) is not recommended for action, while developing a way to help potential participants understand eligible CASHPs is in progress. EOne is considering aligning eligibility criteria with NRCan requirements.

5.3 Participation History In 2021, Green Heat had 3,654 measures installed, which represented an increase of 8% over 2020 levels. As illustrated in [Figure 15](#page-115-1) below, MSHPs were by far the most installed measure again in 2021...

AI summary In 2021, Green Heat saw an 8% increase in installed measures, with MSHPs being the most common. Demand reduction measures also rose in popularity. Green Heat achieved its highest savings levels, with 11.218 GWh in gross energy savings and 10.370 MW in peak demand savings, largely due to MSHPs and demand reduction measures.

Heat Pump Distributor Interviews In November and December 2021, Narrative Research conducted five interviews with distributors who sell and install HVAC products in Nova Scotia to gain deeper understanding of high-efficiency and standard M...

AI summary Narrative Research conducted five interviews with HVAC product distributors in Nova Scotia in late 2021 to understand trends and sales of high-efficiency and standard mini-split heat pumps. The interview guide is provided in Appendix VI.

Unitary Savings Review The Evaluator updated the unitary peak demand savings for CASHPs based on characteristics of the models installed in 2021. The 2020-2022 Measure Assessment 10 was updated accordingly. 10 The 2020-2022 Measure Assessm...

AI summary The Evaluator updated the unitary peak demand savings for conventional air-source heat pumps (CASHPs) based on 2021 model characteristics. The 2020-2022 Measure Assessment was updated to reflect these changes, providing detailed parameters for calculating energy and peak demand savings in EOne's DSM program.

8.2.3 Unitary Peak Demand Savings Peak demand savings correspond to the demand savings that coincide in time with the peak demand period of the electricity system. The projected electricity demand peak period in Nova Scotia is defined as t...

AI summary This section discusses unitary peak demand savings in Nova Scotia, focusing on calculations for various measures installed through Green Heat. It outlines how savings are calculated for different technologies, such as MSHPs, CASHPs, GSHPs, and others, and notes that some values have been revised based on performance data.

Table 31: 2021 Green Heat Unitary Peak Demand Savings Measure Tracked Peak Demand Savings [W] Evaluated Peak Demand Savings [W] Heat Pumps MSHPs – Fully Electrically Heated 2,496 No change MSHPs – Mainly Electrically Heated 2,576 No change...

AI summary Table 31 presents 2021 Green Heat Unitary Peak Demand Savings for various measures, including heat pumps, biomass, and solar technologies. It shows tracked and evaluated peak demand savings in watts for different types of heating systems, with some entries marked as 'No change' or 'N/A'.

Evaluated 2021 Green Heat Gross Energy and Peak Demand Savings (Continued) Wood Stoves or Fireplace Inserts Pellet Stoves or Fireplace Inserts Wood Furnaces or Boilers Pellet Furnaces or Boilers Measure Electric Resistance Baseline Heat Pu...

AI summary The table presents energy and peak demand savings for various heating measures, including wood and pellet stoves, furnaces, and boilers. It includes metrics such as unitary energy savings, gross energy savings at the meter and generator, line loss factors, and gross lifetime energy savings, along with peak demand savings data.

[Table](#page-136-2) 38 compares the energy and peak demand savings established through this evaluation to those calculated in the 2021 tracking sheet. The realization rate, representing the ratio of evaluated net savings to tracked net sa...

AI summary Table 38 compares energy and peak demand savings from the current evaluation to those in the 2021 tracking sheet. The realization rate for energy savings is 122%, and for peak demand savings, it is 125%.

9.1 Market Indicators The Evaluator analyzed available market data and established key market indicators to understand the state of the MSHP market in Nova Scotia. A key source of information used in this analysis was the heat pump data an...

AI summary The Evaluator analyzed market data to understand the state of the MSHP market in Nova Scotia, using information from NS Power's load forecast and regulatory filings, including data from program components, NRCan, consumer surveys, and distributor interviews.

9.1.4 Mini-split Heat Pump Market Outlook and Trends To evaluate the evolution of MSHP sales over the past two years, the Evaluator asked for distributors' inputs. From 2019 to 2020, four out of five distributors reported an increase in sa...

AI summary The text discusses the growth in mini-split heat pump (MSHP) sales in Nova Scotia from 2019 to 2021, driven by increased home improvement spending, pandemic-related work-from-home trends, and incentive programs like Green Heat and Greener Homes. Distributors report higher-than-forecasted growth, with most sales being high-performing cold climate units. Challenges include higher costs and customer reluctance to apply for incentives.

2021 GH-Finding: Green Heat participation levels reached a new high in 2021, driven in large part by growth in demand reduction measures. With 3,654 measures installed, the 2021 participation level was the highest ever observed for Green H...

AI summary Green Heat participation reached a new high in 2021 with 3,654 measures installed, an 8% increase from 2020, driven by the growing popularity of demand reduction measures and mini-split heat pumps.

11.3 Participation History direct installations. As presented in [Figure](#page-152-0) 26 below, EPI had 10,028 DSM participants, which represents a 15% increase in participation compared to 2020. 34 This can be explained in large part by...

AI summary The document discusses the participation history of the Efficient Product Installation (EPI) program, highlighting a 15% increase in participants in 2021 compared to 2020. Despite this, the average number of products installed per household decreased, and savings per participant also declined slightly. LED lamps remain the most popular product type, contributing significantly to energy savings.

GHG Emission Reduction Calculations To obtain net avoided GHG emissions in CO 2 eq for EPI, the Evaluator multiplied net energy savings by the latest Nova Scotia-specific factor for GHG emissions generated by electricity production. This f...

AI summary The document outlines the method used to calculate net avoided GHG emissions for the Efficient Product Installation (EPI) program by multiplying energy savings with a Nova Scotia-specific factor derived from NS Power data. It also references the 2020-2022 Measure Assessment, which provides parameters for evaluating energy and peak demand savings from EOne's DSM program.

14.2.3 Unitary Peak Demand Savings Peak demand savings correspond to the demand savings that coincide in time with the peak demand period of the electricity system. The projected electricity demand peak period in Nova Scotia is between 5 p...

AI summary This section discusses unitary peak demand savings in Nova Scotia, focusing on the peak demand period between 5 p.m. and 7 p.m. during December to February on non-holiday weekdays. The Evaluator used the 2020-2022 Measure Assessment to establish unitary peak demand savings for each product, with updates and additions based on literature reviews.

16.1 MHEEP Description MHEEP provides energy efficiency upgrades to band-owned homes in Mi'kmaw communities at no cost to participants or the community. EOne works with community housing managers (HMs), two delivery agents (DA), and Mi'kma...

AI summary MHEEP provides energy efficiency upgrades to Mi'kmaw band-owned homes at no cost, managed by EOne, community housing managers, delivery agents, and Mi'kmaw-preferred contractors. It includes home energy assessments, building envelope upgrades, and appliance replacements. Funding comes from electricity ratepayers and the Province of Nova Scotia. MHEEP was suspended during the COVID-19 pandemic and aimed for specific energy savings in 2021.

16.3 Participant History As presented in [Figure 32](#page-5-0) below, 82 participants completed projects and achieved electrical energy savings in 2021 under MHEEP, representing a 242% increase in participation compared to 2020. Participa...

AI summary In 2021, MHEEP saw a 242% increase in participation compared to 2020, with 82 participants completing projects and achieving electrical energy savings. Average savings per participant increased by 5%, partly due to a lower proportion of participants with non-electrical heating. MHEEP achieved 0.316 GWh in gross electrical energy savings and 0.147 MW in gross peak demand savings, with heat pump retrofits being the primary measure for electrical savings.

18.2.2 Peak Demand Savings Peak demand savings correspond to the demand savings that coincide in time with the peak demand period of the electricity system. The projected electricity peak demand period in Nova Scotia is between 5 p.m. and...

AI summary Peak demand savings are calculated based on the peak demand-to-energy ratio, with specific considerations for heat pump measures. The methodology used by Navigant in the 2016-2018 DSM Plan was applied, with adjustments made for heat pump measures starting in 2021, leading to higher average peak demand savings per participant.

Table 64: Evaluated 2021 MHEEP Gross Energy and Peak Demand Savings Total Number of Participants 82 Energy Savings Gross Energy Savings Without Overestimation Ratio (OR) – at the Meter (GWh) 0.425 Gross Energy Savings with OR – at the Mete...

AI summary Table 64 evaluates the 2021 MHEEP program's energy and peak demand savings. It reports 82 participants, with gross energy savings of 0.289 GWh at the meter and 0.316 GWh at the generator. Peak demand savings were 0.129 MW at the meter and 0.147 MW at the generator, with a peak demand-to-energy ratio of 0.445 MW/GWh, differing from previous calculations due to new methodology for heat pumps.

18.3 Net Savings The Evaluator determined the net energy and peak demand savings, i.e. the electrical energy and peak demand savings that can be reliably attributed to a program component, by estimating the NTGR. More precisely, the NTGR r...

AI summary The Evaluator used the Net-to-Gross Ratio (NTGR) to determine net energy and peak demand savings from a program component, accounting for spillover and free-ridership effects. A NTGR of 1.00 was applied due to the unique housing budget constraints of Mi'kmaw communities.

GHG Emission Reduction Calculations To obtain net avoided GHG emissions in CO 2 eq for AMH, the Evaluator multiplied the net energy savings by the latest Nova Scotia-specific factor for GHG emissions generated by electricity production. Th...

AI summary The document describes the method used to calculate net avoided GHG emissions for AMH by multiplying net energy savings with a Nova Scotia-specific factor derived from NS Power data. It also references the 2020-2022 Measure Assessment, which provides parameters for evaluating energy and peak demand savings from EOne's DSM portfolio.

/sup> The CIRx Screening tool is an EOne tool presenting the savings calculation methodologies, assumptions, and equipment parameters specific to each commercial measure. The Evaluator observed that the heat pump full-load hours for one of...

AI summary The Evaluator adjusted heat pump full-load hours for AMH projects based on a billing analysis, leading to a decrease in tracked energy savings and an increase in peak demand savings. Adjustment ratios were calculated for the reviewed projects, and overall program adjustment ratios were determined.

Table 2: Verification of 2021 HEA Data Field Consistency Data Field 1 Data Field 2 Consistent (Y/N) If Not, Action Taken by the Evaluator Calculated Line Loss Factor (Gross Energy Savings at the Generator / Gross Energy Savings at the Mete...

AI summary This table verifies the consistency of data fields in the 2021 HEA, identifying issues such as duplicate IDs, negative savings, and incorrect capping of savings. Adjustments were made to correct inconsistencies, particularly in space heating and demand savings.

APPENDIX II HEA: REPORTING REQUIREMENTS HEA incentives originate from two sources of funding and are thus reported to two different parties via the 2021 DSM evaluation and 2021/22 Province of Nova Scotia (PNS) evaluation reports. The DSM e...

AI summary HEA incentives are funded from two sources and reported in two evaluations: the 2021 DSM evaluation and the 2021/22 Province of Nova Scotia evaluation. EOne developed equations to avoid double counting and accurately report savings, particularly for fuel switching from non-electrical to electrical heating systems.

Table 1: Reporting Requirements for Different Energy Saving Scenarios 1 Scenarios 1 2 3 4 Change in Overall Electrical Energy Consumption Increase Increase Decrease Decrease Change in Overall Non-electrical Energy Consumption Increase Decr...

AI summary Table 1 outlines reporting requirements for different energy saving scenarios, detailing changes in electrical and non-electrical energy consumption, the types of reports required (DSM, PNS, or both), and the equations used to calculate savings. The rationale explains how savings are allocated and avoids double counting.

Table 5: Overview of Data Collection Activity Descriptor This Instrument Instrument Type Participant Survey Estimated Time to Complete 15 minutes Target Audience Participants who purchased a solar systems or home heating equipment Expected...

AI summary Table 5 outlines a participant survey aimed at collecting data from individuals who purchased solar systems or home heating equipment. The survey is expected to be completed by 140 participants and will be fielded by Narrative Research between October and November. Table 6 lists the research objectives, including verification, awareness, free-ridership, cross-influence, satisfaction, barriers, and recommendations for program improvements.

J1. What type of residence do you live in? 2018 2019 2021 Type of Residence Total MSHP Central Heat Pump Solar/ Biomass Total MSHP Central Heat Pump Solar/ Biomass Total MSHP Central Heat Pump Solar/ Biomass Sample Size 90 45 22 23 120 50...

AI summary The text presents survey data on the types of residences and number of bedrooms in homes across different years (2018, 2019, 2021) with breakdowns by categories such as detached single-family homes, semi-detached houses, and mobile homes. It includes sample sizes and percentages for each category.

F. Cross-Influence INSTRUCTION: CROSS-INFLUENCE SERIES SHOULD BE ASKED ONLY TO RESPONDENTS WHO INDICATED "YES" IN [A1](#page-110-0)A (LED BULBS) AND/OR "YES" IN [A1E](#page-110-0) (LOW FLOW SHOWERHEADS). OTHERWISE SKIP TO [G](#page-122-0)...

AI summary This section outlines instructions for the Cross-Influence series of questions, which are to be asked only to respondents who indicated participation in LED bulb or low flow showerhead programs. Others should skip to the next section.

I7. What is the highest level of education you have completed? Level of Education 2018 2021 Sample Size 100 100 Less than high school graduation diploma 4% 4% High school graduate diploma and/or some post-secondary education 18% 18% Trades...

AI summary The text presents data on education levels and gender distribution from 2018 to 2021. It shows a slight increase in university degree holders and a decrease in college certificate holders, with no significant change in gender distribution.

Table 1: Verification of 2021 EPI Data Field Completeness and Accuracy Data Fields Complete (Y/N/Partial) Consistent with Previous Evaluation If Incomplete or Inconsistent, Action Taken by the Evaluator Unitary Savings (Column AO, referenc...

AI summary This table verifies the completeness and accuracy of 2021 EPI data fields. It highlights discrepancies in unitary savings and interactive effects factors compared to the 2020 DSM Measure Assessment, with some inconsistencies addressed and corrected.

Once the correct values were established (as per Table 1), the Evaluator validated that the equations in the tracking sheet correctly calculated each of the main program component results, the results of which are presented in Table 3.

AI summary The Evaluator confirmed that the equations in the tracking sheet accurately calculated the main program component results after the correct values were established, as presented in Table 3.

Table 3: Verification of 2021 EPI Savings Compilation Service Result Valid Equation? (Y/N) If Not, Action Taken by the Evaluator Gross Energy Savings at the Generator Partial Multiple rows had nil or empty gross energy and/or peak demand s...

AI summary Table 3 verifies the 2021 EPI savings compilation, highlighting inconsistencies in the calculation of gross energy and peak demand savings at the generator. Issues included missing values, incorrect COP application, and discrepancies between EOne's calculations and the 2020 DSM MA document. The Evaluator recalculated savings using corrected data and line loss factors.

Table 1: Free-ridership Algorithm for LED lamps E1. Had you already decided to purchase and install LED bulbs before learning about the Efficient Product Installation Service? IF Yes: Use E2 IF No OR DK OR REF: E1 = 0% E2. Just to confirm:...

AI summary This table outlines an algorithm used to assess free-ridership in the context of LED bulb installations through the Efficient Product Installation Service (EPI). It evaluates whether participants would have installed LED bulbs independently of the program and assigns scores based on their likelihood of doing so.

Table 2: Verification of 2021 MHEEP Data Field Consistency Data Field 1 Data Field 2 Consistent (Y/N) If Not, Action Taken by the Evaluator Calculated Line Loss Factor (Gross Energy Savings at the Generator / Gross Energy Savings at the Me...

AI summary The text presents Table 2, which verifies the consistency of 2021 MHEEP data fields, including the calculated line loss factor and verification of duplicate IDs or projects. It also mentions equations and compilation, though no details are provided.

Table 1: Verification of 2021 AMH Data Field Completeness and Accuracy Data Fields Complete (Y/N/Partial) Consistent with Previous Evaluation If Incomplete or Inconsistent, Action Taken by the Evaluator Data for Each Project or Participant...

AI summary This table verifies the completeness and accuracy of 2021 AMH data fields. While most data fields are complete and consistent, the rate codes for two DSM participants were missing and were assigned by the evaluator based on address and organization type.

Table 2: Verification of 2021 AMH Data Field Consistency Data Field 1 Data Field 2 Consistent (Y/N) If Not, Action Taken by the Evaluator Gross Energy Savings at the Meter at Measure Level (Column HN) Gross Energy Savings at the Meter at P...

AI summary The table verifies the consistency of 2021 AMH data fields. It highlights an inconsistency between gross energy savings at the measure and project levels for two DSM participants, with the evaluator using project-level data for measure-level savings. The explanation for the discrepancy was accepted, and no further action was required.

Table 3: Verification of 2021 AMH Data Field Consistency Program Component Result Valid Equation? (Y/N) If Not, Action Taken by the Evaluator Gross Energy Savings at the Generator N The values for the gross energy and peak demand savings a...

AI summary This table verifies the consistency of 2021 AMH data fields. It highlights issues with the absence of gross energy and peak demand savings at the generator, which were resolved using net savings data. The evaluation confirmed the appropriateness of the net energy savings equation, though some discrepancies were noted.

Table 4: 2021 AMH Corrected Tracked Savings Program Component Result Value Tracked by EOne Corrected Tracked Value Relative Difference Value Unit Value Unit Value AMH Gross Energy Savings at the Generator 0.494 GWh 0.522 GWh 6% Gross Peak...

AI summary Table 4 presents corrected tracked savings for the 2021 AMH program, showing a 6% increase in both gross and net energy and peak demand savings at the generator level. The correction was made due to the omission of savings calculations for one participant.

APPENDIX XX AMH: PROTOCOL FOR DESK REVIEWS AND ON-SITE VISITS On-site visits and desk reviews were conducted to verify the building characteristics and measure information as well as validate if this information was correctly modelled or u...

AI summary On-site visits and desk reviews were conducted to verify building characteristics and measure information, ensuring accurate modelling and use in savings calculations. Table 1 outlines the protocol used during these activities.

NEW RESIDENTIAL PROGRAM 2021 DSM EVALUATION EFFICIENCYONE Final Report March 16, 2022

AI summary This document is the final report of the New Residential Program 2021 DSM Evaluation by EfficiencyOne, submitted on March 16, 2022. It includes visual elements such as images, likely illustrating key findings or data related to the evaluation of the demand-side management program for residential energy efficiency.

EXECUTIVE SUMMARY This report presents the 2021 demand-side management (DSM) results of the New Residential program administered by EfficiencyOne (EOne). This program is comprised of one component, New Home Construction (NHC). NHC encourag...

AI summary This report presents the 2021 demand-side management (DSM) results of the New Residential program administered by EfficiencyOne (EOne). The program, which includes the New Home Construction (NHC) component, encourages homeowners and builders to exceed energy efficiency building code requirements in new homes through recommendations and financial incentives.

INTRODUCTION EfficiencyOne (EOne), an independent, non-profit organization, is responsible for helping Nova Scotians improve the energy efficiency of their homes and workplaces by designing, marketing, and delivering energy efficiency and...

AI summary EfficiencyOne (EOne), an independent non-profit, manages energy efficiency programs in Nova Scotia, funded by NS Power ratepayers. EOne's 2021 DSM portfolio includes the New Residential program, which focuses on New Home Construction (NHC). Econoler evaluated this program using impact evaluation parameters such as unitary savings values and net-to-gross ratios.

1.1 NHC Description NHC is meant to encourage homeowners and builders to exceed energy efficiency building code requirements in new homes, thereby increasing the number of energy efficient dwellings in Nova Scotia. Since October 2015, NHC...

AI summary The New Home Construction (NHC) program encourages energy efficiency in new homes by offering rebates based on energy performance. Since 2015, it has been funded through DSM funds and limited to electrically heated homes. The program has evolved over time, including changes to the EnerGuide rating system and incentive tiers, with adjustments made in 2017 and 2018. The incentive structure was further revised in 2019 to remove home size requirements and categorize incentives by home type.

3.2.2 Peak Demand Savings Peak demand savings correspond to the demand savings that coincide in time with the peak demand period of the electricity system. The projected electricity demand peak period in Nova Scotia is between 5 p.m. and 7...

AI summary Peak demand savings are calculated based on the peak demand-to-energy ratio established in the 2016-2018 DSM Plan. For new homes with cold climate air-source heat pumps, a separate calculation method is used. The Evaluator confirmed the validity of the Navigant approach for estimating peak demand savings.

Table 14: Evaluated 2021 NHC Net Energy and Peak Demand Savings Total Energy Savings Gross Energy Savings – at the Meter (GWh) 5.705 NTGR 0.91 Net Energy Savings – at the Meter (GWh) 5.192 Line Loss Factor 1.095 Net Energy Savings – at the...

AI summary Table 14 presents the evaluated 2021 Net Home Comfort (NHC) program's energy and peak demand savings. It shows gross and net energy savings at the meter and generator, accounting for line loss factors, as well as peak demand savings. The effective useful life (EUL) for the program is weighted at 30.5 years.

As presented in [Table](#page-2-0) 15, applying the Nova Scotia-specific factor 10 for GHG emissions generated by electricity production, 0.5841 kg CO 2 eq/kWh, it was estimated that the net energy savings resulted in 3,320 tonnes of annua...

AI summary The text estimates that energy savings from DSM initiatives have avoided 3,320 tonnes of CO2 eq annually, using a Nova Scotia-specific GHG emissions factor of 0.5841 kg CO2 eq/kWh derived from Nova Scotia Power's 2020 emissions and generation data.

Table 16: Comparison of 2021 NHC Tracked and Evaluated Savings at the Generator Gross Savings NTGR Net Savings Realization Rate Value Unit Value Value Unit Value Energy Savings Tracked Savings by EOne 6.245 GWh 0.88 5.496 GWh Evaluation Re...

AI summary Table 16 compares the 2021 NHC tracked and evaluated savings at the generator. The evaluated gross energy and peak demand savings matched the tracked results, but net savings were 3% higher due to an increase in the NTGR value.

Table 3: Verification of 2021 NHC Savings Compilation Program Component Result Valid Equation? (Y/N) If Not, Action Taken by the Evaluator Gross Energy Savings at the Generator (Column BO) Y Gross Peak Demand Savings at the Generator (Colu...

AI summary Table 3 verifies the 2021 NHC Savings Compilation, highlighting that the gross peak demand savings calculation uses an outdated approach, while the net peak demand savings are correctly calculated. Corrected tracked savings are mentioned.

APPENDIX II 2021 RECOMMENDATIONS The Evaluator had no recommendations as part of the 2021 NHC evaluation. This appendix summarizes all the past evaluation recommendations that were not fully implemented or deferred. # Recommendations for N...

AI summary This appendix outlines past recommendations for the Nova Scotia Homeowners' Program (NHC) that were deferred or not fully implemented, including conducting a billing analysis to review overestimation ratios and increasing the uptake of energy efficiency measures beyond mini-split heat pumps.

EXECUTIVE SUMMARY This report presents the 2021 demand-side management (DSM) results of the Efficient Product Rebates program administered by EfficiencyOne (EOne). This program is comprised of the Business Energy Rebates (BER) program comp...

AI summary This report outlines the 2021 demand-side management (DSM) results of the Efficient Product Rebates program managed by EfficiencyOne. The program, which includes the Business Energy Rebates (BER) component, offers financial incentives to BNI participants through Instant Rebates and Mail-in services to reduce electricity consumption and demand.

Table 2: Overall 2021 Efficient Product Rebates Participation and Evaluated Savings Participati ion Level Gross Sa vings NTGR Net Sav ings Value Unit Value Unit Value Value Unit Mail-in Energy Savings 16.366 GWh 0.74 12.111 GWh Lifetime En...

AI summary The Efficient Product Rebates program aimed to achieve 35.681 GWh in net electrical energy savings and 7.236 MW in net peak demand savings for 2021. However, it only achieved 33.491 GWh in net electrical energy savings and 5.401 MW in net peak demand savings, falling short of the planned targets. Instant Rebates was the largest contributor to the program's savings.

BER Findings and Recommendations This subsection presents the key findings and recommendations from the BER evaluation. 2021 BER-Finding: BER net electrical energy and peak demand savings fell short of targets. As outlined in Figure 1, BER...

AI summary The 2021 BER evaluation found that net electrical energy and peak demand savings fell short of targets by 6% and 25%, respectively. Participation in Mail-in and Instant Rebates increased, and overall satisfaction with BER was high. However, inaccuracies in reported parameters such as hours of use and peak coincidence factors were identified, leading to downward adjustments in savings. The Evaluator recommended changes to the lighting measure worksheet to improve accuracy.

INTRODUCTION EfficiencyOne (EOne), an independent, non-profit organization, is responsible for helping Nova Scotians improve the energy efficiency of their homes and workplaces by designing, marketing, and delivering energy efficiency and...

AI summary EfficiencyOne (EOne) is an independent non-profit organization that delivers energy efficiency programs in Nova Scotia, funded by Nova Scotia Power (NS Power) ratepayers. EOne's 2021 DSM program portfolio includes the Efficient Product Rebates program, specifically the Business Energy Rebates (BER) component, which was evaluated by Econoler. The evaluation focused on baseline definitions, savings calculation methodologies, parameter values, and net-to-gross ratios.

1.1 BER Description BER provides financial incentives in the form of prescriptive rebates or financing to business, non-profit, and institutional (BNI) participants to foster reductions in electricity consumption and peak demand. All busin...

AI summary The Business Energy Rebates (BER) program provides financial incentives to BNI participants to reduce electricity consumption and peak demand. The program offers prescriptive rebates and financing, with participation through Mail-in or Instant Rebates. In 2021, participation was affected by supply chain delays, but rebate amounts were increased to boost engagement. The program aimed for 35.681 GWh in energy savings and 7.236 MW in peak demand savings.

BER Mail-in In 2021, 301 Mail-in projects were implemented by 187 unique participants. 2 [Figure](#page-32-2) 6 below illustrates how Mail-in participation has evolved since 2015. The number of participating businesses increased in 2021, w...

AI summary In 2021, the Business Energy Rebates (BER) Mail-in program saw 301 projects implemented by 187 participants. Participation increased by 18% compared to 2020 but remained below pre-pandemic levels. Gross savings per participant decreased to 87.518 MWh. Lighting and motor/VFD measures accounted for the majority of savings, though lighting's share declined due to smaller project sizes. The pandemic and delayed recovery are cited as key factors.

Table 8: 2021 BER Evaluation Approach Evaluation Objectives Research Questions Methodology Collect information on participant and partner perspectives › How do participants become aware of BER Instant Rebates? › How do participants become...

AI summary Table 8 outlines the 2021 BER Evaluation Approach, including objectives such as collecting participant perspectives, calculating gross and net results, and analyzing the market evolution of LED lamps. The methodology involves surveys, interviews, site visits, and calculations to assess program effectiveness and energy savings.

Site Visits and Desk Reviews In the fall of 2021, Equilibrium Engineering conducted 40 on-site visits at the facilities of participants who received a rebate through Mail-in for a lighting project. These on-site visits served to inform the...

AI summary In the fall of 2021, Equilibrium Engineering conducted 40 on-site visits at facilities of participants who received a rebate for a lighting project. These visits were part of savings reviews and aimed to collect information on spillover levels. The methodology and protocol for the on-site visits are detailed in Appendix VII.

his was mostly due to applications providing hours of operation for the business in general and not HOUs specific to actual fixture operation. This had a similar effect on the peak coincidence factor. While no efficient wattages were revis...

AI summary Adjustments to energy and peak demand savings calculations were made due to inaccuracies in application data, leading to negative adjustment ratios. These changes affected Mail-in total gross savings and highlighted the need for improvements in the lighting measure worksheet used by participants.

Table 13: Evaluated 2021 Mail-in Gross Energy and Peak Demand Savings Measure Category Lighting Motors and VFDs HVAC Advanced RTU Controls Refrigeration Agriculture Energy Savings Tracked Gross Energy Savings – at the Meter (GWh) 10.027 3....

AI summary Table 13 presents evaluated 2021 mail-in gross energy and peak demand savings across various measure categories, including lighting, HVAC, and refrigeration. It details energy savings at the meter and generator, adjustment ratios, line loss factors, and lifetime energy savings.

Evaluated 2021 Mail-in Gross Energy and Peak Demand Savings (Continued) Measure Category Water Heating Kitchen Pumping Compressed Air Total for All Categories Energy Savings Tracked Gross Energy Savings – at the Meter (GWh) 0.067 0.031 0.0...

AI summary The document presents a table evaluating 2021 mail-in gross energy and peak demand savings across various categories such as water heating, kitchen, pumping, and compressed air. It includes metrics like energy savings, adjustment ratios, line loss factors, and lifetime energy savings, with a total of 258.596 GWh of gross lifetime energy savings at the generator.

4.4 Realization Rate [Table](#page-64-1) 18 below compares the energy and peak demand savings established through the 2021 Mail-in evaluation to those calculated in the 2021 tracking sheet. The realization rate, representing the ratio of e...

AI summary The document discusses the realization rate, comparing energy and peak demand savings from the 2021 Mail-in evaluation to those in the 2021 tracking sheet. The realization rate was 91% for energy savings and 83% for peak demand savings.

7 BER MARKET EVOLUTION EOne has been active in the LED market of the BNI sector through BER since 2010. Market evolution assessments were completed as part of the 2017, 2018, and 2019 evaluations, the results of which served to analyze key...

AI summary EOne has been active in the LED market within the BNI sector through BER since 2010. Market evolution assessments were conducted in 2017, 2018, and 2019 to analyze market indicators and technology diffusion. This section updates that data to provide insights on the ongoing market transformation of LED lighting in Nova Scotia.

7.1 Market Indicators – LED Lighting To understand the state of the Nova Scotia LED lighting market for the BNI sector, the Evaluator established key market indicators and analyzed available market data. The Evaluator also used data from I...

AI summary The Evaluator analyzed the Nova Scotia LED lighting market for the BNI sector by establishing key market indicators and using data from Instant Rebates, which provide detailed sales quantities and prices, to understand market shares for LED lamps and fixtures from different sources.

7.1.3 BER Instant Rebates Rebated LED Lighting Units The total number of LED lamps and fixtures per measure category incented by Instant Rebates since 2014 is presented in [Figure](#page-81-1) 21 below. Since 2019, rebates are no longer pr...

AI summary The BER Instant Rebates program has incentivized LED lighting units since 2014, with a focus on linear lamps and fixtures. Since 2019, rebates for downlight fixtures and certain lamps have been discontinued. Distributor sales data indicates that LED downlight fixtures have seen increased demand, while general-use and decorative lamps have experienced mixed trends.

Table 30: 2021 Analysis of Key Factors in Program Planning Factor Results Market share of LED lamps for BNI sector Although LED lamp shipments targeted at the commercial and industrial sectors in Atlantic Canada still constituted the highe...

AI summary The market share of LED lamps in the BNI sector has declined from a 2019 peak of 70% to 55% in 2020, with distributors predicting a leveling off of sales due to market maturity and a shift in preference towards fixtures, though the impact of the COVID-19 pandemic may affect the representativeness of these trends.

8 BER KEY FINDINGS AND RECOMMENDATIONS The main objectives of the 2021 BER evaluation were as follows: - › Collect information on BER participant and partner perspectives - › Calculate gross and net BER results (for both Mail-in and Instan...

AI summary The 2021 BER evaluation found that net electrical energy and peak demand savings fell short of targets. Participation in both Mail-in and Instant Rebates increased, leading to higher gross energy and peak demand savings. Overall satisfaction with BER among participants and distributors was high.

2021 BER-Finding: Following the site visits, the Evaluator made downward adjustments to energy and peak demand savings for Mail-in. The Mail-In lighting project review and site visit results revealed that the parameters used to determine t...

AI summary The 2021 BER-Finding highlights downward adjustments to energy and peak demand savings for the Mail-in program due to incorrect reporting of parameters like HOUs and peak coincidence factors. It also notes a decline in the NTGR for Mail-in and Instant Rebates, attributed to increased free-ridership. The LED fixture market is approaching maturity, with stabilizing prices and growing shares despite overall shipment declines.

Table 31: Overall 2021 Efficient Product Rebates Participation and Evaluated Savings Participati ion Level Gross Sa Gross Savings Net Sav ings Value Unit Value Unit Value Value Unit Mail-in Energy Savings 16.366 GWh 0.74 12.111 GWh Lifetim...

AI summary Table 31 presents participation and savings data for the 2021 Efficient Product Rebates program. The program aimed to achieve 35.681 GWh in net energy savings and 7.236 MW in peak demand savings but fell short, achieving 33.491 GWh and 5.401 MW respectively. Instant Rebates was the primary contributor to these savings.

C5. [ASK IF MEASURE CATEGORY IS NOT LIGHTING] offered, what is the likelihood that you would have implemented exactly the same energy efficient Energy Rebates Program? If the program rebate had not been measures that you purchased through...

AI summary The text presents a series of questions related to the influence of energy rebate programs on the implementation of energy-efficient measures, particularly focusing on lighting and other measures. It also asks about the likelihood of implementing the same measures without the rebate and the influence of various factors such as program representatives and on-site energy managers.

[VOLUNTEERED] - 98. (Don't know) - 99. (Refused) - C11. [IF C10 = 1] How did the COVID-19 pandemic influence your decision to participate in the program? [DO NOT READ] - 1. Incentives made it attractive to participate - 2. Business closed...

AI summary The text includes a survey question about how the COVID-19 pandemic influenced participation in a program, with response options such as incentives, business closure, and reduced business activity. It also includes a placeholder image and some skipped responses.

D9. If the rebate had not been offered, what is the likelihood that you would have purchased the exact same model of premium lighting products? 98 Don't Know Response 99 Refused D10. If the rebate had not been [ASK IF C9=2] kept your exist...

AI summary This section of the regulatory proceeding document includes survey questions related to the influence of rebate programs and information from Efficiency Nova Scotia on the purchase of premium lighting products. The questions explore customer behavior and the impact of rebate programs on purchasing decisions.

ASK ALL - READ AND ROTATE (E1 + E2-E4) AND (E5 + E6-E8) SEQUENCES - E1. Before participating in the Business Energy Rebates program in 2021, had your organization at any time in the past already participated in the Business Energy Rebates...

AI summary The document contains a series of questions aimed at assessing the impact of previous participation in Efficiency Nova Scotia programs and exposure to promotional materials on business decisions regarding energy efficiency, particularly in relation to purchasing products and considering cost-effectiveness.

APPENDIX IV BER: INSTANT REBATES PARTICIPANT SURVEY RESULTS Note: Due to rounding, certain percentages in the tables of this appendix do not sum to 100%.

AI summary This appendix presents the results of a survey conducted on the Business Energy Rebate (BER) instant rebates program. The survey includes participant feedback, though specific findings are not detailed in the provided text.

C6. Did your distributor recommend [PRODUCT] to you? Distributor Recommended Product 2018 2019 2020 2021 Sample Size 49 60 51 50 Yes 51% 62% 71% 60% No 43% 33% 29% 40% Don't know 6% 5% - - C7. For what type of project did you purchase the...

AI summary The text presents survey data on whether distributors recommended [PRODUCT] to customers between 2018 and 2021, along with the types of projects for which the product was purchased, including replacement of existing fixtures, new construction, and participation in the Business Energy Rebates Program.

[Table](#page-171-0) 4 presents the corrected tracked savings resulting from all changes made by the Evaluator as described in this appendix.

AI summary Table 4 shows the corrected tracked savings after all changes made by the Evaluator, as outlined in this appendix.

Table 4: 2021 Mail-in Corrected Tracked Savings Program Component Result Value Tracked by EOne Corrected Tracked Value Relative Difference Value Unit Value Unit Value BER Mail-in Gross Energy Savings at the Generator 16.447 GWh 16.446 GWh...

AI summary Table 4 shows the 2021 Mail-in Corrected Tracked Savings for the Business Energy Rebates (BER) program, highlighting minor differences between tracked and corrected values, primarily in peak demand savings due to corrections related to air-source heat pumps.

APPENDIX VIII BER: MAIL-IN ADJUSTMENT RATIO CALCULATION EXAMPLE This appendix presents a sample calculation to demonstrate the process of revising energy and peak demand savings. The lighting measure category was the focus of the 2021 BER...

AI summary This appendix provides a sample calculation for revising energy and peak demand savings under the 2021 BER Mail-in evaluation, focusing on the lighting measure category. It outlines algorithms for calculating savings and the adjustment ratio.

Revised Savings Calculation The revised savings calculations are based on two adjustments. The first adjustment increased the baseline wattage as a result of selecting a different baseline fixture description in the Duke Fixture Wattage Ta...

AI summary The revised savings calculation involves two adjustments: changing the baseline wattage based on fixture specifications and updating the hours of use based on site visit findings. The baseline wattage was increased due to the use of a different fixture description, and the hours of use were adjusted to 10 hours per day based on confirmed operational times.

Table 2: Revised Variables for Example Calculation Baseline Measure – Six-lamp T8 High-bay Fixture Parameter Value Source Baseline Fixture Quantity 43 Validated on-site Revised Baseline System Wattage (W) 221 Duke Energy Fixture Wattage fo...

AI summary Table 2 presents a calculation comparing the energy and demand usage of a six-lamp T8 high-bay fixture with an efficient 123 W LED high-bay fixture, including baseline and revised values for wattage, hours of use, and savings. The table includes parameters such as interactive effects factors, peak coincidence factors, and energy consumption calculations.

Table 1: BER-MI Participant Survey Free-ridership Algorithm C3. If your organization had not received the rebate from Efficiency Nova Scotia, would you have paid the full cost of the energy-efficient measures? (Scale 0 to 10) IF DK OR REF:...

AI summary This table outlines the algorithm used to calculate the free-ridership score for participants in the Business Energy Rebates (BER) Program. It includes questions about whether participants would have paid for energy-efficient measures without the rebate and their awareness of certified lighting products.

APPENDIX X BER: MAIL-IN ALGORITHM FOR PARTICIPANT SPILLOVER CALCULATION The Mail-in participant spillover level was measured using a participant survey conducted during on-site visits. Participants were asked, pursuant to participating in...

AI summary This appendix describes the methodology used to calculate the Mail-in participant spillover level for the Business Energy Rebates (BER) program. It involves surveying participants to determine if they implemented additional energy efficiency measures outside of the program and quantifying the program's influence on these actions.

Table 1: BER-MI Site Visit Spillover Algorithm Final Spillover Level = SUM of (SO3 x SO4) for All Respondents _ SUM of Program Savings for All Respondents Spillover Savings: SO3 X SO4 Attribution Level: SO3 SO3. Did your experience with BE...

AI summary Table 1 outlines the BER-MI Site Visit Spillover Algorithm, which calculates spillover savings based on responses to questions about the influence of the Business Energy Rebates (BER) program on additional energy efficiency measures. The algorithm uses scales and quantitative data to determine savings and attribution levels.

APPENDIX XI BER: INSTANT REBATES TRACKING SHEET AUDIT This appendix presents the results of the tracking sheet audit performed by the Evaluator, which was aimed at: - › Verifying that all data fields required for the evaluation were includ...

AI summary This appendix outlines the audit of the Instant Rebates tracking sheets conducted by the Evaluator. The audit aimed to verify the completeness and accuracy of data fields and calculation methods used in the Lighting and Pumping tracking sheets submitted by EOne.

Table 2: IR Distributors B1. [ASK IF SALES DATA AVAILABLE] Based on those numbers, you should sell [FROM SAMPLE: fewer / more] [EFFICIENT PRODUCT] by the end of 2021 than the number of units you sold in 2020. Does this sound accurate? If s...

AI summary The text outlines a series of questions intended to assess the impact of the Business Energy Rebates (BER) program on the sales of efficient products by distributors. It explores whether the program has influenced sales volume and customer choice, and seeks to quantify the effect of the rebate incentives.

ABBREVIATIONS BAS Building automation system BDM Business development manager BNI Business, non-profit, and institutional BPA Bouthillette Parizeau COP Coefficient of performance CPA Custom Project Agreement DSM Demand-side management EMIS...

AI summary This section provides a list of abbreviations used in the document, including terms related to energy management, building automation, efficiency programs, and regulatory processes. Each abbreviation is paired with its full form for clarity and reference.

EXECUTIVE SUMMARY This report presents the 2021 demand-side management (DSM) results of the Custom Incentives program administered by EfficiencyOne (EOne). This program is comprised of three components: (1) Custom; (2) Energy Management In...

AI summary This report outlines the 2021 demand-side management (DSM) results for the Custom Incentives program managed by EfficiencyOne (EOne). The program includes three components: Custom, Energy Management Information Systems (EMIS), and Strategic Energy Management (SEM), which support commercial, industrial, and institutional participants in implementing energy efficiency initiatives.

Table 1: Summary of Custom Incentives Program Evaluation Program Evaluation Type Component Impact Process Market Methodology Custom Comprehensive X - NC › Participant phone interviews (New Construction) or participant follow-up interview d...

AI summary The document presents a summary of the Custom Incentives Program Evaluation, including the evaluation type, impact, process, market, and methodology for various programs. It outlines methods such as participant interviews, desk reviews, tracking sheet audits, and GHG emission reduction calculations.

[Table](#page-9-0) 2 presents the participation levels, NTGRs, as well as evaluated gross and net savings at the generator for each program component and for the Custom Incentives program as a whole.

AI summary Table 2 outlines participation levels, NTGRs, and evaluated gross and net savings at the generator for each program component and the Custom Incentives program as a whole.

Table 2: Overall 2021 Custom Incentives Participation and Savings Participation Le Gross Savings NTGR NTGR Net Savin Value Unit Value Unit Value Value Unit Custom Energy Savings 5 26.729 GWh 0.87 23.293 GWh Lifetime Energy Savings 102 Proj...

AI summary Table 2 summarizes the performance of the 2021 Custom Incentives program, which aimed to achieve 33.610 GWh in net electrical energy savings and 8.476 MW in net peak demand savings. However, the program achieved only 25.165 GWh in energy savings and 6.390 MW in peak demand savings, falling short of its targets. Custom incentives were the largest contributor to the program's outcomes.

Custom General Key Findings and Recommendations 2021 Custom-Finding: Custom net electrical energy and peak demand savings fell short of targets in 2021. Custom achieved 23.293 GWh in net electrical energy savings and 6.105 MW in net peak d...

AI summary In 2021, Custom net electrical energy and peak demand savings fell short of targets. However, participation increased due to higher engagement in New Construction and the closure of Retrofit projects. Participant satisfaction with Custom services and the OEM Operational Demand Savings Pilot remained high.

2021 Custom-Finding: There is a trend in recent years of more projects closing after the sampling period necessitated by the evaluation timetable. While having a minimal impact on 2021 results, this could create future challenges related t...

AI summary The 2021 Custom-Finding highlights a trend where more projects close after the sampling period, potentially affecting the quality of adjustment ratios and NTGRs. Additionally, evaluated net energy and peak demand savings were higher than those tracked by EOne.

OEM Operational Demand Savings Pilot Key Findings and Recommendations 2021 OEM Operational Demand Savings Pilot Finding: The incentive had the desired effect of prompting participants to look for rapid and low-cost measures to reduce their...

AI summary The 2021 OEM Operational Demand Savings Pilot found that incentives successfully encouraged participants to reduce energy demand during peak periods. However, improvements in M&V methodologies and savings calculation protocols are recommended for future operational demand programs. Guidance on M&V requirements and load shifting projects is also suggested to ensure accurate demand reductions.

Retrofit Key Findings and Recommendations 2021 Retrofit-Finding: The pay-for-performance projects reviewed by the Evaluator included an excellent client-led M&V approach that required almost no adjustments, had a free-ridership level of ze...

AI summary The 2021 Retrofit evaluation found that a structured pay-for-performance approach in Retrofit, Building Optimization, and Operational Demand Savings programs led to minimal adjustments, zero free-ridership, and high customer satisfaction. It also noted that solar PV and compressed air leak repair projects used a quasi-prescriptive M&V approach, which is suitable for these project types but requires clear distinctions from traditional custom projects to avoid confusion and ensure accurate evaluation.

INTRODUCTION EfficiencyOne (EOne), an independent, non-profit organization, is responsible for helping Nova Scotians improve the energy efficiency of their homes and workplaces by designing, marketing, and delivering energy efficiency and...

AI summary This document introduces EfficiencyOne (EOne), a non-profit organization responsible for energy efficiency programs in Nova Scotia, funded by Nova Scotia Power (NS Power) ratepayers. EOne's 2021 DSM program portfolio is evaluated by Econoler, with collaboration from multiple partners. The evaluation focuses on the Custom Incentives program and includes process, market, and impact evaluations.

1.1 Custom Description Custom provides large business, non-profit, and institutional (BNI) participants with technical assistance, financial incentives, and project financing to help reduce their electricity consumption and demand. Busines...

AI summary The Custom program offers technical assistance, financial incentives, and project financing to large businesses, non-profits, and institutions to reduce electricity consumption and demand. It includes retrofit, new construction, building optimization, and a pilot for operational demand savings.

Table 8: Implementation Status of Past Recommendations for Custom # Recommendations Status Comments 2019 Custom R2 Better document peak demand savings calculations. New Construction - Implemented Retrofit – In Progress EOne has developed a...

AI summary Table 8 outlines the implementation status of past recommendations for Custom, focusing on improving the documentation of peak demand savings calculations. EOne has developed a Demand Savings Guide for new construction and an internal guideline for retrofit projects to enhance accuracy and consistency in these calculations.

OEM Operational Demand Savings Pilot In 2021, three Pilot projects generated total energy and demand savings of 0.674 GWh and 0.495 MW respectively (gross at the generator). This is the first year of the service and, as such, no year-over-...

AI summary In 2021, the OEM Operational Demand Savings Pilot projects achieved energy savings of 0.674 GWh and demand savings of 0.495 MW. This was the first year of the service, so no year-over-year comparisons are available.

3 OEM OPERATIONAL DEMAND SAVINGS PILOT PARTICIPANT PERSPECTIVES During the interviews with participants and OEMs, interviewees commented on their motivations, experience, and satisfaction with the pilot. All participants who completed proj...

AI summary Participants in the OEM Operational Demand Savings Pilot expressed high satisfaction, driven by financial incentives and cost savings. All participants and OEMs indicated a willingness to participate in future programs, with many already exploring new opportunities.

4.2 Gross Savings Gross savings correspond to changes in energy consumption resulting from actions taken by OEM Operational Demand Savings Pilot participants regardless of why they participated. 9 EOne tracks the annual gross savings of ea...

AI summary Gross savings refer to changes in energy consumption from actions taken by OEM Operational Demand Savings Pilot participants. EOne tracks these savings annually, and this subsection outlines the methodology used by the Evaluator to review them.

4.2.1 Project Review Findings Three organizations participated in the pilot. Given this small number and a desire for more detailed results to inform the pilot, the Evaluator presents anonymized evaluation results by project in the remaind...

AI summary Three organizations participated in a pilot project involving energy efficiency measures in institutional and municipal buildings. Two projects had no capital costs, while the third involved significant costs for system upgrades. The Evaluator confirmed that the projects were implemented as stated.

Project Types All three projects involved scheduling fans to be turned off during the system peak period, and two also involved reducing the speed of VFDs for certain fans. The Evaluator notes for context that typical demand reduction prog...

AI summary The document discusses three projects aimed at reducing system peak demand by turning off fans and adjusting VFDs. While the pilot intended to focus on low-cost/no-cost demand reduction, only one project fully aligned with this goal. The Evaluator recommends rethinking incentive structures to better align with participant benefits and operational realities.

Table 11: Tracked and Evaluated Gross Energy and Peak Demand Savings by Project at the Meter 12 Corrected Total Claimed Gross Peak Demand Savings Total Claimed Gross Energy Savings Project Tracked or Evaluated MW % Corrected Tracked Saving...

AI summary Table 11 presents tracked and evaluated gross energy and peak demand savings by project at the meter. It includes data on various participants, their tracked or evaluated savings, percentages of corrected savings, equipment useful life, and lifetime savings in GWh. This information is used to assess the effectiveness of energy efficiency projects.

Table 13: Evaluated 2021 OEM Operational Demand Savings Pilot Net Energy and Peak Demand Savings Savings for 2021 Energy Savings Gross Energy Savings – at the Meter (GWh) 0.424 NTGR 1.00 Net Energy Savings Without True-up Adjustment 0.424...

AI summary Table 13 presents the evaluated 2021 OEM Operational Demand Savings Pilot results, showing net energy and peak demand savings. It includes figures for gross and net energy savings, true-up adjustments, and line loss factors, with specific notes on the Klondike pilot's contribution to energy savings.

[Table](#page-43-2) 15 below compares the total tracked and evaluated savings for the OEM Operational Demand Savings Pilot. The realization rate, representing the ratio of evaluated net savings to tracked net savings, was established at 11...

AI summary Table 15 compares the total tracked and evaluated savings from the OEM Operational Demand Savings Pilot in 2021. The realization rate for energy savings is 111%, while for peak demand savings, it is 90%.

industry best practices - › Projects for which demand savings were not adequately considered and developed - › Projects for which there were keying and typographical errors relating to process quality The Evaluator notes that a relatively...

AI summary The evaluation found that a significant percentage of sampled files required adjustments, particularly in areas like M&V and demand savings. In 2021, 46% of sampled files needed adjustments, which is consistent with past years except for 2019, where the percentage was notably higher at 83%.

Table 18: Evaluated 2021 Retrofit Gross Energy and Peak Demand Savings Partial Savings Final Savings for Projects Fully Claimed in 2021 Final Savings for Multiyear Projects (Regular) Final Savings for Multiyear Projects (P4P) Total Number...

AI summary Table 18 evaluates energy and peak demand savings from 2021 retrofit projects, including partial and final savings across various project types. It includes metrics like energy savings, adjustment ratios, line loss factors, and lifetime energy savings, providing a comprehensive overview of the efficiency gains achieved.

[Table](#page-57-2) 22 below compares the total tracked and evaluated savings for Retrofit. The realization rate, representing the ratio of evaluated net savings to tracked net savings, was established at 107% for energy savings and 119% f...

AI summary The table compares total tracked and evaluated savings for Retrofit, with realization rates of 107% for energy savings and 119% for peak demand savings, indicating that evaluated savings exceed tracked savings.

Table 24: EOne Influence Factors on Building Design Influence Factors Details Incentive for implementation › All respondents indicated that the implementation incentive is critical in participants' decision to design better-than-code build...

AI summary The table outlines the influence factors of EOne on building design, emphasizing the importance of implementation incentives, energy modeling, technical and non-technical assistance, on-site energy managers, and promotion of energy efficiency in Nova Scotia.

General Custom Key Findings and Recommendations 2021 Custom-Finding: Custom net electrical energy and peak demand savings fell short of targets in 2021. Custom achieved 23.293 GWh in net electrical energy savings and 6.105 MW in net peak d...

AI summary In 2021, Custom's net electrical energy and peak demand savings fell short of targets. Participation in Custom services increased significantly compared to 2020, particularly in Retrofit and New Construction. Participant satisfaction with Custom services and the OEM Operational Demand Savings Pilot remained high.

OEM Operational Demand Savings Pilot Key Findings and Recommendations 2021 OEM Operational Demand Savings Pilot Finding: The incentive had the desired effect of prompting participants to look for rapid and low-cost measures to reduce their...

AI summary The 2021 OEM Operational Demand Savings Pilot successfully encouraged participants to reduce energy demand during peak periods through low-cost measures. However, insights from the pilot suggest the need for improvements and clarifications to program guidelines if such programs are to be formally included in the portfolio.

2021 OEM Operational Demand Savings Pilot Finding: M&V methodologies for peak reduction projects can be further refined. One of the three projects required the Evaluator to change the M&V methodology, which led to a reduction in evaluated...

AI summary The 2021 OEM Operational Demand Savings Pilot found that M&V methodologies for peak reduction projects need refinement. Whole building approaches are not suitable for small projects, and system-level methods are more appropriate. The Evaluator recommends improved M&V protocols and guidance for future operational demand programs, including handling load-shifting projects and ensuring savings are well outside margin of error.

Retrofit Key Findings and Recommendations 2021 Retrofit-Finding: The pay-for-performance projects reviewed by the Evaluator included an excellent client-led M&V approach that required almost no adjustments, had a free-ridership level of ze...

AI summary The 2021 Retrofit evaluation found that pay-for-performance projects had minimal adjustments, zero free-ridership, and high satisfaction. It recommended expanding structured pay-for-performance approaches for Retrofit, Building Optimization, and Operational Demand Savings. Solar PV and compressed air leak repair projects were found to be suitable for quasi-prescriptive methods, requiring distinct evaluation protocols and documentation.

Desk Reviews and Phone Interviews In January 2021, a savings review was conducted through desk reviews supported by phone interviews. The Evaluator also contacted the service provider for clarifications. Since the only EMIS participant thi...

AI summary In January 2021, a savings review was conducted using desk reviews and phone interviews. The Evaluator contacted the service provider for clarifications. Since the only EMIS participant was also an SEM participant, the SEM project review protocol was used for EMIS projects. First-year savings are based on typical energy consumption and do not consider changes due to the COVID-19 pandemic.

16.1 Impact Definitions [Table](#page-100-2) 38 defines certain terms to allow the reader to better understand the vocabulary and concepts used in the EMIS Impact Evaluation section of this report. SEM and EMIS vocabulary being the same, t...

AI summary Section 16.1 defines key terms used in the EMIS Impact Evaluation and SEM program components, ensuring consistency in vocabulary and concepts for better understanding.

Table 42: Implementation Status of Past Recommendations for SEM # Recommendations Status Comments 2020 SEM – R1 Clearly emphasize the project management support that participants receive and the personnel resources required to fully benefi...

AI summary Table 42 outlines the implementation status of past recommendations for the Smart Energy Management (SEM) program. Three recommendations from 2020 are discussed, with varying statuses: one completed, one not recommended for action due to budget constraints, and one being implemented but not yet formally included in internal guidelines.

Table 44: Evaluated 2021 SEM Gross Energy and Peak Demand Savings New Projects Continuing Projects Total Number of Projects 1 5 6 Energy Savings Tracked Gross Energy Savings (GWh) 0.049 1.728 1.777 Adjustment Ratio for Energy Savings 0.83...

AI summary Table 44 presents evaluated 2021 SEM Gross Energy and Peak Demand Savings, detailing the number of projects, energy and peak demand savings, and related metrics. The table includes both new and continuing projects and provides data on energy savings, adjustment ratios, and lifetime energy savings at the meter and generator levels.

Table 47: Overall 2021 Custom Incentives Participation and Evaluated Savings Particip oation Level Gross Savings NTGR Net Sa vings Value Unit Value Unit Value Value Unit Custom Energy Savings 26.729 GWh 0.87 23.293 GWh Lifetime Energy Savi...

AI summary Table 47 presents the 2021 participation and evaluated savings for Custom Incentives, showing that the program fell short of its energy and peak demand savings targets. Custom Incentives achieved 25.165 GWh in net energy savings and 6.390 MW in net peak demand savings, below the planned targets of 33.610 GWh and 8.476 MW, respectively.

Table 4: 2021 OEM Operational Demand Savings Pilot Corrected Tracked Savings Service Result Value Tracked by EOne cted Value Relative Difference Value Unit Value Unit Difference Gross Energy Savings at the Generator 0.522 GWh 0.525 GWh 0.7...

AI summary Table 4 presents corrected tracked savings from the 2021 OEM Operational Demand Savings Pilot, showing minimal differences between tracked and corrected values for both energy and peak demand savings at the generator level.

Table 1: Overview of Data Collection Activity Descriptor This Instrument Instrument Type Interview Guide Estimated Time to Complete 15 minutes Target Audience OEM Operational Demand Savings Pilot participants Expected Number of Completions...

AI summary This document outlines data collection activities for evaluating participant satisfaction with the OEM Operational Demand Savings pilot. It includes an interview guide targeting participants, fielding by Econoler, and research objectives focused on satisfaction, challenges, and implementation costs.

B. Participant Perspectives - B1. How did you first hear about the OEM Operational Demand Savings Pilot? - B2. What motivated you to participate in the OEM Operational Demand Savings Pilot? - B3. Did you face any challenges or barriers whe...

AI summary The text outlines a series of questions posed to participants in the OEM Operational Demand Savings Pilot, focusing on their experiences, challenges, and suggestions for improvement related to the implementation and sustainability of energy-saving measures.

Influence G1. I'm going to ask you to rate the importance of factors that may have influenced your decision to implement the energy efficiency project based on your participation in the Custom [Retrofit or Building Optimization] program. U...

AI summary The text requests participants in the Custom Retrofit or Building Optimization program to rate the importance of various factors that influenced their decision to implement energy efficiency measures, including financial incentives, technical and non-technical assistance, and insights from studies.

Project Review Protocol The Evaluator made several improvements to the 2020 project review protocol to develop the 2021 project review protocol. Those improvements included the addition of questions and assessment fields for measurement an...

AI summary The Evaluator updated the 2020 project review protocol to include M&V plan and report assessments and reorganized data fields for clarity. Prior to interviews or site visits, the Evaluator reviewed EfficiencyOne's submitted documentation, including studies, calculations, agreements, and M&V reports, to ensure consistency with past recommendations.

Custom Incentives Program EfficiencyOne 2021 DSM Evaluation – Appendix Report

AI summary This document refers to the 2021 DSM Evaluation – Appendix Report, which is related to the Custom Incentives Program EfficiencyOne. It includes a reference to a picture on page 154, but no further details are provided in the text.

Sections below to be filled after the visit 6. Estimated Useful Life "EUL" of the project Measure #1 Measure #2 EUL Type of replacement Tracked Project EUL (yrs) Refer to project documentation for tracked baseline EUL Evaluated Project EUL...

AI summary The text includes a table for tracking energy and demand savings adjustments for a project, including estimated useful life, electricity and peak demand savings, and adjustments made to these metrics. The table is partially filled with placeholders and formulas, and it includes a section for summarizing project adjustments and final savings values.

Custom Incentives Program EfficiencyOne 2021 DSM Evaluation – Appendix Report

AI summary This document is an appendix report from the 2021 DSM Evaluation, related to the Custom Incentives Program EfficiencyOne. It includes visual content, likely providing data or analysis relevant to the program's performance or outcomes.

2021 DSM Evaluation – Appendix Report

AI summary The 2021 DSM Evaluation – Appendix Report provides an analysis and assessment of demand-side management programs in 2021, focusing on their performance, outcomes, and effectiveness in achieving energy efficiency and conservation goals.

Sections below to be filled after the visit 6. Estimated Useful Life "EUL" of the project Type of replacement Measure #1 Measure #2 Tracked Project EUL (yrs) EUL Refer to project documentation for tracked baseline EUL Evaluated Project EUL...

AI summary The document contains a table and sections related to estimating the useful life of energy efficiency projects, energy and demand savings adjustments, and project tracking. It includes fields for electricity savings, peak demand savings, peak coincidence factor, and adjustments made to these metrics.

COVID Impact for Measure #1 Include notes on how calculated savings are impacted by COVID, if so. Detail any adjustment, along with the rational, needed to bring back the savings to a typical year. 10 .Has this measure been impacted by COV...

AI summary The text outlines a template for assessing the impact of the COVID-19 pandemic on energy efficiency measures, including questions about occupancy, production schedules, baseline periods, and adjustments. It also includes sections for evaluating peak demand savings and interactive effects related to heating and cooling systems.

APPENDIX VIII CUSTOM: OEM DEMAND SAVINGS PILOT PROJECT REVIEW PROTOCOL This appendix describes the protocol used for OEM Demand Savings Pilot project reviews.

AI summary This appendix outlines the protocol for reviewing OEM Demand Savings Pilot projects, providing a structured approach to evaluate their effectiveness and compliance with established standards.

Project Review Protocol For the 2021 OEM Demand Savings Pilot, the Evaluator used the 2020 Custom Retrofit protocol as the basis for the project reviews (the evaluation of this pilot was conducted prior to both Custom Retrofit and Building...

AI summary The 2021 OEM Demand Savings Pilot used the 2020 Custom Retrofit protocol for project reviews. The Evaluator reviewed documentation from Efficiency One, including studies, savings calculations, and M&V reports, and used a protocol form to collect data and summarize key parameters for telephone interviews.

COVID Include notes on how calculated savings are impacted by COVID, if so. Detail any adjustment, along with the rational, needed to bring back the savings to a typical year. Notes before interview. Include specific questions to be asked...

AI summary The text outlines interview notes and questions related to assessing the impact of COVID on energy savings, building occupation levels, peak demand savings, and interactive effects of energy efficiency measures in Nova Scotia. It includes prompts for interviews and considerations for adjustments due to the pandemic.

Custom Incentives Program EfficiencyOne 2021 DSM Evaluation – Appendix Report Efficiency Nova Scotia Custom New Construction

AI summary The document discusses the 2021 DSM Evaluation – Appendix Report related to Efficiency Nova Scotia's Custom New Construction program. It includes a reference to a picture on page 174, but no detailed discussion of the program's specifics or outcomes.

Virtual Visit/Call and Simulation Model Review Protocol 1. General Information Virutal Visit Date: Contact Name: Project ID: Project Type: Contact Title: Contact Phone: Project Status: Email: Project Name: Address: List of people participa...

AI summary This document outlines a protocol for conducting virtual visits or calls and reviewing simulation models as part of a project. It includes sections for general information, facility operation schedules, and details on energy efficiency measures. The protocol emphasizes gathering data prior to the visit and outlines the information required for a comprehensive review.

6. Energy and Demand Savings Adjust tments Energy Savings from Tracking Sheet: kWh/yr Project Estimated Finish Month: Demand Savings from Tracking Sheet: kW Diversity Factor Used by ENSC: Notes on Project Status: Adjustment from the Evalua...

AI summary The text presents a table related to energy and demand savings adjustments, including metrics such as energy savings from tracking sheets, diversity factors used by ENSC and Econoler, and adjustments made to energy and demand savings. The table includes fields for energy and demand savings, adjustments, and related factors.

Table 1: Free-ridership Algorithm for Retrofit and Building Optimization Question Response Score G2. We understand that your organization availed itself of the services of an Onsite Energy Manager during the time that this 1) Yes To provid...

AI summary The table presents a free-ridership algorithm related to retrofit and building optimization, focusing on the involvement of an Onsite Energy Manager (OEM) in the decision-making process for energy efficiency measures. Respondents are asked to confirm if they used an OEM and rate their importance in identifying measures, developing business cases, and socializing projects.

Table 1: Participant Interview Questionnaire and Free-ridership Algorithm Question (From the Custom New Construction Participant Interview Guide) Response Score A4. [IF A1=NO, DK or REFUSED] Who were the key decision-makers that played a k...

AI summary This table outlines a participant interview questionnaire focused on decision-making processes related to constructing buildings that exceed code standards, including questions about key decision-makers and whether design was finalized before knowing about incentives from Efficiency Nova Scotia.

APPENDIX XIV CUSTOM: 2021 RECOMMENDATIONS Sections Recommendations Executive Summary (Custom) 2021 Custom Recommendation 1: For Retrofit and Building Optimization, on a priority basis review, improve and deploy M&V processes, savings calcu...

AI summary The appendix outlines 2021 recommendations for improving measurement and verification (M&V) processes and savings calculation protocols in Retrofit and Building Optimization programs, as well as expanding structured pay-for-performance approaches for larger return participants.

Table 4: 2021 SEM Corrected Tracked Savings Tracked by EOne Corrected Tracked Value Relative Program Component Result Value Unit Value Unit Difference Gross Energy Savings at the Generator 1.859 GWh 1.859 GWh 0% Gross Peak Demand Savings a...

AI summary Table 4 presents the 2021 SEM corrected tracked savings, showing no discrepancies in tracked values. All energy and peak demand savings remain unchanged, with zero percent difference across all categories.

Custom Incentives Program EfficiencyOne 2021 DSM Evaluation – Appendix Report

AI summary This document is an appendix report from the 2021 DSM Evaluation, focusing on the Custom Incentives Program EfficiencyOne. It includes a visual element, likely a chart or graph, supporting the evaluation of the program's performance and outcomes.

2021 DSM Evaluation – Appendix Report

AI summary This document is an appendix report for the 2021 DSM Evaluation, likely providing supporting details or analysis related to demand-side management programs in Nova Scotia.

COVID Did Covid had an impact on the implemented measures? Are the savings calculations impacted by Covid? Were any adjusments made by the SP regarding Covid? Are the reported savings based on a typical year? IMPACT EVALUATION NOTES Projec...

AI summary The text discusses the impact evaluation and savings adjustments related to energy efficiency measures, focusing on baseline and reporting periods, regression equations, and adjustments for factors like COVID-19. It includes questions about the methodology used for calculating energy savings and the adequacy of the models.

EXECUTIVE SUMMARY This report presents the 2021 demand-side management (DSM) results of the Direct Installation program administered by EfficiencyOne (EOne). This program is comprised of the Small Business Energy Solutions (SBES) program c...

AI summary This report presents the 2021 demand-side management results of the Direct Installation program administered by EfficiencyOne, which includes the Small Business Energy Solutions program aimed at helping small businesses in Nova Scotia make energy-efficient upgrades.

Table 2: Overall 2021 Direct Installation Participation and Evaluated Savings 1 Participation Level Gross Savings NTGR Net Savings Value Unit Value Unit Value Value Unit Energy Savings 11.105 GWh 0.85 9.486 GWh Lifetime Energy Savings 5122...

AI summary Table 2 presents the 2021 Direct Installation participation and evaluated savings, showing net energy savings of 9.486 GWh and net peak demand savings of 2.045 MW. These figures represent the effectiveness of the program in achieving energy efficiency goals.

SBES Findings and Recommendations This subsection presents the key findings from the SBES evaluation. The Evaluator has no specific recommendation for SBES in 2021. 2021 SBES-Finding: Net energy savings were within 1% of target, while peak...

AI summary In 2021, the SBES program achieved energy and peak demand savings close to its targets, with a 77% increase in participation. However, peak demand savings fell short of targets, and free-ridership among DIY participants increased to 15%. The Evaluator's findings showed a 7% discrepancy in net savings compared to EOne's tracking.

INTRODUCTION EfficiencyOne (EOne), an independent, non-profit organization, is responsible for helping Nova Scotians improve the energy efficiency of their homes and workplaces by designing, marketing, and delivering energy efficiency and...

AI summary EfficiencyOne (EOne) is an independent, non-profit organization responsible for designing and delivering energy efficiency programs in Nova Scotia, funded by Nova Scotia Power ratepayers. Econoler was commissioned to evaluate EOne's 2021 DSM program portfolio, collaborating with several organizations. This report specifically addresses the Direct Installation program, which includes the Small Business Energy Solutions (SBES) component, and outlines the evaluation approach used in 2021.

the electricity ratepayer portion of SBES only. SBES applicants have the choice of two program applications that partially serve to determine whether their project will follow the Audit or DIY path: - › Opportunity Worksheet: Participants...

AI summary The document outlines the two application paths for the Small Business Energy Solutions (SBES) program: the Audit path and the DIY path. The Audit path involves an opportunity worksheet and a no-cost audit, while the DIY path is for applicants who know their measures and do not want an audit.

1.3 Participation History As presented in [Figure](#page-28-1) 6 below, SBES participation reached 512 projects in 2021, nearly returning to 2019 levels after the large drop in participation observed in 2020. This increase appears to have...

AI summary The SBES program saw increased participation in 2021, reaching 512 projects, driven by incentive increases and the CDI pilot. DIY projects remain the most popular, contributing 96% of energy savings. Energy and peak demand savings rose significantly in 2021, nearing 2019 levels.

Peak Demand Savings Review for Heat Pumps The Evaluator revised the peak demand savings for air-source heat pumps with nil peak demand savings tracked by EOne based on specific characteristics of each model.

AI summary The Evaluator revised the peak demand savings for air-source heat pumps, based on specific model characteristics, as tracked by EOne.

GHG Emission Reduction Calculations To obtain net avoided GHG emissions in CO 2 eq for SBES, the Evaluator multiplied the net energy savings by the latest Nova Scotia-specific factor for GHG emissions generated by electricity production. T...

AI summary The document discusses how net avoided GHG emissions for SBES are calculated by multiplying net energy savings by a Nova Scotia-specific factor derived from NS Power data. It references the 2020-2022 Measure Assessment, which provides parameters for calculating energy and peak demand savings from EOne's DSM program portfolio.

[Table](#page-35-1) 6 summarizes the adjustment ratios for the 2021 evaluation. Energy Savings Peak Demand Savings SBES Path Overall Adjustment Ratio Margin of Error Overall Adjustment Ratio Audit 0.925 5.67% 1.000 DIY 0.972 8.39% 1.000 CD...

AI summary Table 6 summarizes the adjustment ratios for the 2021 evaluation of the Small Business Energy Solutions (SBES) program, including energy savings and peak demand savings for various paths such as Audit, DIY, and CDI Pilot for different products.

4.2.2 Unitary Energy and Peak Demand Savings While savings of SBES Audit or DIY projects are obtained through calculations using data specific to each project, the CDI pilot relies on unitary savings values for each measure. The Evaluator...

AI summary The CDI pilot uses unitary savings values for energy and peak demand, which are generally higher than those used by EOne due to higher commercial hours of use. These values are based on equations and assumptions from the 2020-2022 Measure Assessment.

4.2.3 Installation Rates While installation rates are accounted for in the adjustment ratios for SBES Audit or DIY projects, the CDI pilot adjustment ratios do not encompass installation rates. For the pilot, the Evaluator assumed an insta...

AI summary The document discusses the treatment of installation rates in the context of the CDI pilot program. While installation rates are considered in SBES Audit or DIY projects, they are not included in the CDI pilot adjustment ratios. An installation rate of 100% was assumed for the pilot due to a lack of activity aimed at establishing these rates during the 2021 evaluation.

Table 15: Evaluated 2021 SBES Net Energy and Peak Demand Savings Measure Category Audit DIY CDI Pilot Total Energy Savings Gross Energy Savings – at the Meter (GWh) 0.177 9.950 0.248 10.376 NTGR 0.88 0.85 1.00 - Net Energy Savings – at the...

AI summary Table 15 evaluates the 2021 Smart Building Energy Solution (SBES) net energy and peak demand savings. It breaks down energy and peak demand savings across different measure categories, including Audit, DIY, and CDI Pilot, with metrics such as gross and net energy savings, line loss factors, and net lifetime energy savings.

Table 17: Comparison of 2021 SBES Tracked and Evaluated Savings at the Generator 11 Gross Savings NTGR Net Savings Realization Value Unit Value Unit Rate Energy Savings Tracked Savings by EOne 10.937 GWh 0.93 10.169 GWh Evaluation Results...

AI summary Table 17 compares tracked and evaluated savings from the Smart Building Energy Solution (SBES) in 2021. Evaluated gross savings were slightly higher than tracked savings, but evaluated net savings were 7% lower due to higher free-ridership in the DIY path. The Net-to-Gross Ratio (NTGR) was also lower in evaluated results.

CONCLUSION [Table](#page-50-1) 18 summarizes the participation level as well as the gross and net savings for Direct Installation.

AI summary The conclusion section references Table 18, which summarizes the participation level and the gross and net savings for Direct Installation.

Table 18: Overall 2021 Direct Installation Participation and Evaluated Savings 12 Participation Level Gross Savings NTGR Net Savings Value Unit Value Unit Value Value Unit SBES Energy Savings 11.105 GWh 0.85 9.486 GWh Lifetime Energy Savin...

AI summary Table 18 and the associated text outline the 2021 performance of the Direct Installation program, highlighting energy and peak demand savings, as well as participation levels. Despite the ongoing impact of the COVID-19 pandemic, participation increased significantly due to incentive changes. The program achieved net energy savings close to its target but fell short of its peak demand target.

Small Business Energy Solutions Appendix I SBES: Participant Survey Questionnaire Appendix II SBES: Participant Survey Results Appendix III SBES: Tracking Sheet Audit Appendix Iv SBES: Commercial Direct Install Pilot - Gross Savings Parame...

AI summary The document outlines various appendices related to the Small Business Energy Solutions (SBES) initiative, including survey questionnaires, results, tracking sheets, savings parameters, free-ridership calculation algorithms, and 2021 recommendations. These materials support the evaluation and implementation of energy efficiency programs for small businesses.

B. Awareness and Motivations for Participating - B1. How did you learn about Efficiency Nova Scotia's Small Business Energy Solutions Program? [DO NOT READ. MULTIPLE RESPONSE] - 1. From a contractor, equipment vendor, energy consultant - 2...

AI summary This section asks participants how they became aware of Efficiency Nova Scotia's Small Business Energy Solutions Program, listing multiple response options including contractors, account representatives, events, emails, brochures, the program's website, and word-of-mouth.

99. (Refused) B2. Who initiated the discussion about participating in the Small Business Energy Solutions program? Would you say [READ. ACCEPT ONE RESPONSE] 1. You/your business initiated it 2. Your contractor initiated it 3. The idea aros...

AI summary The text contains a series of questions related to participation in the Small Business Energy Solutions program, including who initiated the discussion, the reasons for interest, and awareness of the energy audit option. It includes response options and fields for specifying other answers.

[IF PROJECT TYPE IS AUDIT IN SAMPLE, ASK C1 TO C8; OTHERWISE SKIP TO FREE-RIDERSHIP FOR DIY PATH (SECTION D)] - C1. BEFORE learning about the Small Business Energy Solutions program and having your facility evaluated by a Small Business En...

AI summary This section presents a survey question asking whether a business had plans to install energy-efficient upgrades before participating in the Small Business Energy Solutions program. It provides three response options regarding the extent of pre-existing plans.

[VOLUNTEERED] - 98. (Don't know) - 99. (Refused) [READ FIRST TIME THROUGH ONLY] I would like to ask you to consider what actions your business would have taken if there was no Small Business Energy Solutions program. For the next questions...

AI summary The text outlines a survey question asking respondents to consider their likelihood of installing energy-efficient equipment without the Small Business Energy Solutions program, using a 0 to 10 scale. It emphasizes a structured approach to answering, avoiding randomization and ensuring a sequential response.

[VOLUNTEERED] - 98. (Don't know) - 99. (Refused) - C6. [ASK IF TOTAL MEASURE QTY>1] If there was no program rebate, no financing, and no audit, what is the likelihood that you would have installed exactly the same number of energyefficient...

AI summary The text presents a question from a regulatory proceeding asking about the likelihood of installing the same number of energy-efficient upgrades without the Small Business Energy Solutions program, using a 0-10 scale.

[VOLUNTEERED] - 98. Don't know - 99. Refused - D5. Were you aware that the lighting products rebated through the Small Business Energy Solution Program are premium products certified by Design Light Consortium or ENERGY STAR®? - 1. Yes - 2...

AI summary The text presents a question regarding awareness of the certification of lighting products rebated under the Small Business Energy Solution Program, with response options indicating either awareness or lack thereof.

[DO NOT ACCEPT A RANGE – POSE D6 TO D8 SEQUENCE IN ORDER/DO NOT RANDOMIZE; REPEAT SCALE ONLY AS NECESSARY] D6. If there was no program rebate or financing, what is the likelihood that you would have installed the exact same model of lighti...

AI summary The question asks about the likelihood of installing the same model of lighting products without a program rebate or financing, using a 0-10 scale. It focuses on customer behavior in the absence of financial incentives.

Factor (READ AND RANDOMIZE) Responses a. [ASK IF REBATE=YES] The program rebate 98 Don't Know Response 99 Refused b. [IF FINANCING =YES] The program on-bill financing 98 Don't Know Response 99 Refused c. Information or advice received by E...

AI summary The text outlines a series of factors related to a program's rebate, financing, and information provision, with responses indicating a high level of 'Don't Know' or 'Refused' participation. It also references a section on HVAC measures, suggesting further discussion on related topics.

[IF PROJECT TYPE=DIY AND HVAC=YES, ASK D10 TO D16; OTHERWISE SKIP TO E SECTION] The next questions will be about the heat pumps that were rebated or financed through the Program and installed in your facility. - D10. Had your business alre...

AI summary The text presents a conditional question regarding whether a business had already decided to install heat pumps before learning about the Small Business Energy Solutions Program.

Factor (READ AND RANDOMIZE) Responses a. [IF REBATE=YES] The program rebate 98 Don't Know Response 99 Refused b. [IF FINANCING =YES] The program on-bill financing 98 Don't Know Response 99 Refused c. Information or advice received by Effic...

AI summary The text presents a table with various factors related to a program, including rebate, financing, and contractor information, with responses categorized as 'Don't Know', 'Response', or 'Refused'. The table also references the Efficiency Trade Network and Efficiency Nova Scotia staff.

READ AND ROTATE (E1 + E2 TO E4) AND (E5 + E6 TO E8) SEQUENCES - E1. Before participating in the Small Business Energy Solutions program in , had your business at any time in the past participated in any Efficiency Nova Scotia programs? - 1...

AI summary The text asks participants in the Small Business Energy Solutions program whether they have previously participated in any Efficiency Nova Scotia programs, with options to answer yes or no.

[VOLUNTEERED] - 98. Don't know - 99. Refused - E5. Before participating in the Small Business Energy Solutions program in , had you at any time in the past seen Efficiency Nova Scotia promotional materials advertising the benefits of energ...

AI summary The text presents a question from a regulatory proceeding regarding whether participants in the Small Business Energy Solutions program had previously seen Efficiency Nova Scotia promotional materials advertising energy efficiency benefits.

B1. How did you learn about Efficiency Nova Scotia's Small Business Energy Solutions Program? How Participants Learned About SBES 2019 2021 Sample Size 50 50 From a contractor, equipment vendor, energy consultant 50% 24% Friends or colleag...

AI summary The text presents data on how participants learned about Efficiency Nova Scotia's Small Business Energy Solutions (SBES) program and who initiated discussions about participation. In 2019, 50% of participants learned from a contractor or consultant, while in 2021, this dropped to 24%. The majority of participants initiated discussions about joining the program themselves.

B3. What was the main reason your business was interested in participating in the Small Business Energy Solutions Program?\ Main Reason for Participating in SBES 2019 2021 Sample Size 50 50 To save money/bill reduction 60% 32% To save ener...

AI summary The text presents survey data on the main reasons businesses participated in the Small Business Energy Solutions Program (SBES) in 2019 and 2021, highlighting a shift in motivations over time. It also includes data on awareness and use of the audit option within the program, particularly among DIY participants.

- C1. BEFORE learning about the Small Business Energy Solutions program and having your facility evaluated by a Small Business Energy Auditor, did your business have plans to install the energy-efficient upgrades that were installed as par...

AI summary The text consists of two questions directed at small business owners regarding their prior plans and decisions to install energy-efficient upgrades before being evaluated by a Small Business Energy Auditor as part of the Small Business Energy Solutions program.

Would Have Paid/Financed 2017 20 )19 2021 Cost of Upgrades Sample Size Mean Sample Size Mean Sample Size Mean Would have paid/financed full cost of upgrades 20 3.8 8 5.4 1 10.0 Don't know/Refused excluded from calculations Wording change i...

AI summary The text presents survey data on how businesses would have paid or financed energy upgrades in the absence of the Small Business Energy Solutions (SBES) program. It includes responses from 2017, 2019, and 2021, measuring likelihood on a scale from 0 to 10. The data shows varying levels of willingness to pay for upgrades and actions businesses might have taken without the program.

Influence on Decision to Install 201 17 201 9 2021 Energy Efficient Upgrades Sample Size Mean Sample Size Mean Sample Size Mean Free audit 20 8.0 8 8.1 1 10.0 Program rebate 20 8.7 8 7.5 1 10.0 Information or advice provided by a contracto...

AI summary The table presents data on the influence of various factors on the decision to install energy-efficient upgrades, including the impact of free audits, program rebates, contractor information, and on-bill financing. The data is segmented by year and includes sample sizes and mean scores.

DIY Path (Lighting only) - D1. Had your business already decided to install the energy-efficient lighting upgrades BEFORE learning about the Small Business Energy Solutions Program? - D2. Just to confirm: before you learned about the Small...

AI summary The text presents two questions aimed at determining whether a business had already decided to install energy-efficient lighting upgrades prior to learning about the Small Business Energy Solutions Program and its rebates.

D6-D8. I would like to ask you to consider what actions your business would have taken if there was no Small Business Energy Solutions program. For the next questions, answer on a scale of 0 to 10, where 0 is "Very Unlikely," and 10 is "Ve...

AI summary The text asks the respondent to consider their business actions in the absence of the Small Business Energy Solutions program and rate the likelihood on a scale from 0 to 10.

- D13. Efficiency Nova Scotia provided your business with a rebate and loan for your heat pumps. If your business had not received the rebate and financing from Efficiency Nova Scotia, would you have paid and financed the cost of the heat...

AI summary Efficiency Nova Scotia provided a rebate and loan for heat pumps to a business. The question asks whether the business would have paid and financed the heat pumps without the rebate and loan.

E6. The promotion of energy efficiency carried out by Efficiency Nova Scotia was a major factor in your business' decision to install energy-efficient upgrades.\ Promotion of Energy Efficiency Carried Out by ENS Was a Major Factor in Decis...

AI summary Efficiency Nova Scotia's promotion of energy efficiency significantly influenced businesses to install energy-efficient upgrades, with increasing agreement rates from 2017 to 2021. The data shows a strong positive response, especially in 2021, where 88% of respondents agreed that ENS's efforts were a major factor in their decision.

Table 1: Verification of 2021 SBES Data Field Completeness and Accuracy Data Fields Complete (Y/N/Partial) Consistent with Previous Evaluation If Incomplete or Inconsistent, Action Taken by the Evaluator Many rows had no EUL values, althou...

AI summary The table verifies the completeness and accuracy of the 2021 SBES data fields. It notes that some fields, such as Effective Useful Life and Adjustment Ratio, were incomplete or inconsistent, and the Evaluator took corrective actions using available reports and previous evaluations.

Data Consistency The second step of the tracking sheet audit involved recreating calculations and comparing related tracking sheet data fields to uncover any potential inconsistencies. Table 3 and Table 4 below list all the data fields of...

AI summary The second step of the tracking sheet audit involved recreating calculations and comparing data fields from the SBES and Commercial Direct Install Pilot tracking sheets to identify inconsistencies.

Table 5: Verification of 2021 SBES Savings Compilation Program Component Result Valid Equation? (Y/N) If Not, Action Taken by the Evaluator Gross Energy Savings at the Generator Partial No adjustment ratios were applied by EOne. The Evalua...

AI summary The document presents verification results for energy savings from the 2021 SBES and Commercial Direct Install Pilot programs. It highlights inconsistencies in the application of adjustment ratios and line loss factors, with evaluators making corrections where necessary.

APPENDIX IV SBES: COMMERCIAL DIRECT INSTALL PILOT GROSS SAVINGS PARAMETERS In 2021, EOne launched the Commercial Direct Install pilot. This appendix presents the impact evaluation parameters used by the Evaluator to establish the 2021 gros...

AI summary In 2021, EOne launched the Commercial Direct Install pilot, and this appendix outlines the parameters used to evaluate its energy and peak demand savings. Tables present unitary savings values, EUL values, and interactive effect factors, based on the 2020-2022 Measure Assessment and the 2021 tracking sheet.

Table 1: SBES Commercial Direct Install Pilot – Unitary Savings and Effective Useful Life Values Measure Additional Notes Unitary Energy Savings Value Unitary Peak Demand Savings Value EUL Value - (kWh/year) (W) (years) Lighting 9 W Replac...

AI summary Table 1 presents unitary energy savings, peak demand savings, and effective useful life values for various lighting measures under the SBES Commercial Direct Install Pilot. The table includes data for different wattage replacements and notes that some measures are not applicable (N/A). A reference document, the 2020-2022 Measure Assessment, is mentioned as providing detailed evaluations for these measures.

Table 2: SBES Commercial Direct Install Pilot - Interactive Effect Factors Measure Type of Space Heating Interactive Effects Factor for Energy Savings Interactive Effects Factor for Peak Demand Savings LED Lamps -8.3% -20.9% LED Nightlight...

AI summary Table 2 presents interactive effect factors for energy and peak demand savings from various measures in the SBES Commercial Direct Install Pilot. Measures like LED lamps and heat pump heating show significant negative interactive effects, while others like low-flow showerheads have no effect.

Table 3: Evaluated 2021 SBES Commercial Direct Install Pilot Gross Energy and Peak Demand Savings Product Category LED Lamps 9 W Replacing 9.5 W 29 W 40 W 43 W 60 W 72 W 100 W 150 W Replacing 60 W Number of Units Number of Units 5 0 151 18...

AI summary Table 3 evaluates the 2021 SBES Commercial Direct Install Pilot's energy and peak demand savings for various LED lamp products. The table includes metrics such as number of units, energy savings, peak demand savings, and effective useful life, providing a detailed breakdown of performance across different wattage categories.

Evaluated 2021 SBES Commercial Direct Install Pilot Gross Energy and Peak Demand Savings (Continued) LED Lamps Product Category PAR20 7 W Replacing PAR38 15 W Replacing GU10 7 W Replacing G25 7 W Replacing E12 5 W Chandeliers LED 50 W 90 W...

AI summary The document presents an evaluation of energy and peak demand savings from the 2021 SBES Commercial Direct Install Pilot, detailing energy savings, peak demand reductions, and relevant factors such as interactive effects and adjustment ratios for various lighting products.

APPENDIX VI SBES: 2021 RECOMMENDATIONS The Evaluator made no specific recommendation as part of the 2021 SBES evaluation and no past recommendation remains unimplemented.

AI summary The Evaluator did not make any specific recommendations as part of the 2021 SBES evaluation, and no past recommendations from the SBES program remain unimplemented.

MARKET TRANSFORMATION AND CODES & STANDARDS 2021 DSM EVALUATION EFFICIENCYONE Final Report March 9, 2022

AI summary This document is the final report of the 2021 Demand Side Management (DSM) Evaluation under the Market Transformation and Codes & Standards initiative, prepared by EfficiencyOne. It provides an assessment of the effectiveness of DSM programs in Nova Scotia.

owever, the jurisdictional review showed that C&S programs may be supported by regulators who do not support an MT framework, due to their narrower scope and more predictable and shorter-term savings. Jurisdictions that claim savings from...

AI summary The jurisdictional review indicates that C&S programs may be supported by regulators who do not support an MT framework due to their narrower scope and more predictable savings. MT programs require well-established evaluation methodologies, including theory-based evaluation, data collection, and market-level savings calculation. EOne is considering expanding its DSM Plans to include MT programs, but faces challenges in establishing an evaluation framework that meets regulatory requirements.

1 METHODOLOGY To meet the research objectives, the Evaluator conducted a jurisdictional scan of evaluation practises with regard to C&S and MT initiatives. To understand the context in which MT or C&S programs were designed and implemented...

AI summary The Evaluator conducted a jurisdictional scan of evaluation practices related to Codes and Standards (C&S) and Market Transformation (MT) initiatives. Six program administrators were selected for analysis, including BC Hydro, Efficiency Vermont, and NYSERDA. The study aimed to understand the design and evaluation approaches used for these programs and included interviews with staff involved in their development.

2.1 Growing Interest in Market Transformation Programs MT programs are increasingly being included in DSM portfolios. Based on the literature review the Evaluator conducted, the reason for this is two-fold. First, the opportunity for tradi...

AI summary Market transformation (MT) programs are gaining traction in demand-side management (DSM) portfolios as traditional resource acquisition (RA) programs become less effective due to declining energy savings and high processing costs. Ambitious energy efficiency targets require broader market-level changes, which MT programs can achieve by influencing building codes and standards, as exemplified by BC Hydro's approach.

3 JURISDICTIONAL SCAN For each of the jurisdictions selected, the Evaluator summarized the MT programs offered and how they are included in the jurisdiction's portfolio. The Evaluator included any program that aims to intervene at the mark...

AI summary The document outlines a jurisdictional scan of market transformation (MT) programs across various regions, detailing how these programs are integrated into the overall demand-side management (DSM) portfolio. It emphasizes programs aimed at market-level intervention and whether they contribute to regulated savings targets.

Table 2: Summary of MT Programs for Selected Jurisdictions Program Program Description Administrator Considered MT by the Regulator? Savings Counted Toward Targets? National Grid Massachusetts Residential and commercial building code promu...

AI summary The table summarizes market transformation (MT) programs in selected jurisdictions, including Massachusetts, Vermont, and BC Hydro. It discusses how these programs are considered for MT by regulators, whether savings are counted toward targets, and the methods used for savings estimation. BC Hydro's Step Energy Code is highlighted as part of its efforts to achieve net-zero energy readiness by 2032.

3.1.2 Activities Included in Programs All programs included in this jurisdictional scan used multiple activities to influence a variety of market actors, from the legislator to the end user. Those activities include: - › Lending specialize...

AI summary The text outlines various activities included in energy efficiency programs within the jurisdiction, such as code development, training, enforcement support, incentive programs, marketing, and public tool development to drive market transformation and code standardization.

3.3 Regulatory Context Although many stakeholders in the energy efficiency industry recognize the importance and potential of MT programs, regulators have different stances on MT, which can support or hinder MT programs in their jurisdicti...

AI summary Regulators in different jurisdictions have varying stances on Market Transformation (MT) programs. Some, like Illinois and BC Hydro, have formal structures in place to support MT, including regulations and evaluation frameworks. A formal agreement on evaluation methodologies before implementation is seen as a key factor for success.

peg) evaluation approach and is agreed upon with key stakeholders (including the implementer and the evaluator) has been very helpful in jurisdictions where MT savings have been successfully claimed. The experience from other jurisdictions...

AI summary The text discusses the benefits and challenges of implementing Market Transformation (MT) programs, emphasizing the importance of stakeholder agreement and regulatory acceptance. It notes that MT programs are becoming more accepted as cost-effective solutions but highlights the difficulty in convincing regulators and establishing evaluation frameworks, particularly for EOne, which has focused on Retrofit Assistance (RA) programs.

INTRODUCTION The 2020-2022 DSM Measure Assessment (MA) presents an in-depth review of all parameters necessary to calculate the annual and lifetime gross energy and peak demand savings of most prescriptive measures and some semi-prescripti...

AI summary The 2020-2022 DSM Measure Assessment provides a detailed analysis of parameters needed to calculate annual and lifetime energy and peak demand savings for prescriptive and some semi-prescriptive measures in EOne's DSM program portfolio.

Purpose The objective of this document is to: - › Ensure consistency in gross savings values throughout the three-year DSM cycle and thus improve EOne's ability to define and track targets for energy and peak demand savings. - › Consolidat...

AI summary This document aims to ensure consistency in gross savings values across the three-year DSM cycle, enhancing EOne's ability to set and track energy and peak demand savings targets. It also seeks to consolidate these values into a single reference document for easier use by program staff and integration into EOne's internal e-TRM.

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. from De...

AI summary Peak demand savings refer to demand reductions during peak electricity usage periods, such as between 5 p.m. and 7 p.m. in winter in Nova Scotia. For the Klondike substation, the peak demand period is in the morning, and savings during this time are considered equivalent to evening savings due to similar influencing factors. A formula is provided for calculating peak demand savings.

1 MEASURE ASSESSMENT SCOPE [Table](#page-154-1) 3 below lists the measures and associated programs included in the 2020-2022 DSM MA. The MA includes all necessary parameters and calculations to obtain gross energy and peak demand savings f...

AI summary The 2020-2022 DSM Measure Assessment (MA) includes various measures and associated programs, covering prescriptive, semi-prescriptive, and custom measures. Prescriptive measures use fixed assumptions for savings calculations, while custom measures use unit-specific inputs. Semi-prescriptive measures combine both approaches.

Peak Demand The Hydro-Québec report assumes that 10% of the heat is released through exterior walls and ceilings and does not contribute to interactive effects. Since the peak demand period occurs during the heating period when lighting an...

AI summary The Hydro-Québec report assumes 10% heat loss through exterior walls and ceilings, leading to a -90% interactive effects factor for peak demand savings in electrically heated homes and homes with heat pumps, based on 100% efficiency during peak periods.

2.1.2 Peak Demand Savings Factors For all indoor and outdoor LED lamps, nightlights, and fixtures, the peak demand-to-energy ratio is based on the Northeast Residential Lighting Hours-of-Use (NERHOU) 17 study, which established a peak-dema...

AI summary The document discusses peak demand-to-energy ratios for residential lighting measures, citing the NERHOU study and the EPI Residential Lighting Metering Study. It recommends using a ratio of 0.162 W/kWh for LED lamps and 0.000 W/kWh for motion sensors, based on data from the Navigant 2016-2018 DSM Plan.

Unitary Peak Demand Savings Unitary peak demand savings are calculated by multiplying the unitary savings value by the peak demand-to-energy ratio.

AI summary Unitary peak demand savings are calculated by multiplying the unitary savings value by the peak demand-to-energy ratio. This method is used to estimate energy savings during peak demand periods.

Peak Demand As for the impact on peak demand savings, it is assumed that all the DHW tanks in a conditioned or semi-conditioned space create interactive effects. Therefore, similar to lighting products, the interactive effects factor for p...

AI summary The text discusses the impact of domestic hot water (DHW) tanks on peak demand savings in electrically heated homes, assuming an interactive effects factor of -90%, similar to lighting products. It references a study by Econoler and mentions Energy Efficiency Regulations from 2016.

For most water heating measures, peak demand savings are calculated using the peak demand-toenergy ratios developed by Navigant in the 2016-2018 DSM Plan. These ratios were established for various product categories based on modelled syste...

AI summary The document discusses the calculation of peak demand savings for water heating measures using peak demand-to-energy ratios developed by Navigant for the 2016-2018 DSM Plan. It notes that solar domestic hot water systems provide no peak demand savings during peak periods and recommends using the same ratios for the 2020-2022 DSM cycle.

Table 25: Peak Demand-to-energy Ratios for Water Heating Measures Measure Peak Demand-to-energy Ratio (W/kWh) Source Drain Water Heat Recovery Heat Pump Water Heater Low-flow Showerhead Faucet Aerator 0.162 RES-Water Heat, Navigant 2016-20...

AI summary Table 25 presents peak demand-to-energy ratios for various water heating measures, including Faucet Aerator with a ratio of 0.162 and Solar Domestic Hot Water with a ratio of 0.000 due to no peak demand savings during peak periods. The section discusses water heating measures and their impact on demand.

Unitary Peak Demand Savings Solar DHW systems provide no peak demand savings because the sun has set during the peak demand period.

AI summary Solar DHW systems do not provide peak demand savings as they are not operational during peak demand periods when the sun has set.

2.3.2 Peak Demand Savings Factors For most space heating measures, peak demand savings are not calculated using a peak demandto-energy ratio. For more details, refer to Subsection [2.3.3(1)](#page-2-0) for mini-split heat pumps, Subsection...

AI summary The document discusses peak demand savings factors for various space heating measures. It explains that peak demand savings are not calculated using a peak demand-to-energy ratio for most heating measures, except for air sealing kits, which use a ratio developed by Navigant. Programmable and smart thermostats generally have no peak demand savings unless specific demand response interventions are in place.

Table 47: Peak Demand-to-energy Ratios for Space Heating Measures Measure Peak Demand-to energy Ratio (W/kWh) Source Mini-split Heat Pump Central Air-source Heat Pump Ground-source Heat Pump Wood Stove/Fireplace Insert N/A N/A Pellet Stove...

AI summary Table 47 presents peak demand-to-energy ratios for various space heating measures, including heat pumps, stoves, and thermostats. The table includes sources such as RES-Elec-Space Heat&Cool and the DSM Plan, and some entries are based on assumptions or literature reviews.

The unitary peak demand savings values are presented in [Table](#page-17-0) 59 below. Table 59: Unitary Peak Demand Savings Values for Wood and Pellet Boilers and Furnaces Green Heat, HEA Parameter Wood Furnace or Boiler with Electrical Ba...

AI summary The document presents unitary peak demand savings values for wood and pellet boilers and furnaces in Table 59, and discusses installation rates. The values are provided for different baseline scenarios, such as electrical and ASHP baselines.

Summary Table 67 presents a summary of the values used to calculate smart thermostat savings. The detailed methodology follows.

AI summary Table 67 provides a summary of values used to calculate smart thermostat savings, with the detailed methodology provided in the following text.

For most appliances, peak demand savings are calculated using the peak demand-to-energy ratios developed by Navigant in the 2016-2018 DSM Plan. These ratios were established for various product categories based on modelled system-coinciden...

AI summary The text discusses the methodology for calculating peak demand savings for appliances using peak demand-to-energy ratios from the 2016-2018 DSM Plan. It notes that Navigant used local data to establish these ratios and recommends their continued use in the 2020-2022 DSM cycle. Specific ratios for certain appliances are highlighted, with some products like clotheslines and retired air room conditioners having a ratio of zero.

Table 71: Peak Demand-to-energy Ratios for Appliances Measure Peak Demand- to-energy Ratio (W/kWh) Source Clothesline and Outdoor Drying Rack 0.000 Calculated by the Evaluator Refrigerator Retirement/ Replacement 0.138 RES-Appliance-Fridge...

AI summary Table 71 provides peak demand-to-energy ratios for various appliances, calculated by the Evaluator or sourced from the Navigant 2016-2018 DSM Plan. The data includes specific values for appliances such as refrigerators, freezers, dehumidifiers, and clothes dryers, with some values derived from energy efficiency programs.

To determine the electrical unitary energy savings value of retired (ARet) and replaced (HW, MHEEP) freezers the following equations are used. ℎ = × × × − $$AvgConsuptionPerSize = \sum (ConsumptionPerSize \times \%ManufactureSplit)$$ For r...

AI summary The document outlines the methodology for calculating the electrical unitary energy savings value of retired and replaced freezers under various programs. It uses equations, average consumption data, and factors such as occupant adjustment and part-use to determine energy savings.

Electrical Unitary Energy Savings For heavy-duty outdoor timers, the electrical unitary energy savings value of 122 kWh is based on the results of the OPA 2012 Consumer Program Evaluation. 143 The survey conducted for that evaluation state...

AI summary The electrical unitary energy savings value for heavy-duty outdoor timers is 122 kWh, derived from the OPA 2012 Consumer Program Evaluation. This value is relevant to the Instant Savings program, which sells similar timers for outdoor lighting, pool pumps, and car block heaters.

2.6.1 Interactive Effects For demand reduction measures, interactive effects are assumed to be nil. 145 Northeast Energy Efficiency Partnership (NEEP), Mid-Atlantic Technical Reference Manual , October 2017, p.250. 146 Northeast Energy Eff...

AI summary The text states that for demand reduction measures, interactive effects are assumed to be nil, citing the Mid-Atlantic Technical Reference Manual by the Northeast Energy Efficiency Partnership (NEEP) from 2017.

2.6.2 Peak Demand Savings Factors For demand reduction measures, peak demand savings are not determined using a peak demandto-energy ratio since they do not generate energy savings. For more details, refer to Subsections [2.6.3(1),](#page-...

AI summary This section discusses the determination of peak demand savings for demand reduction measures, noting that a peak demand-to-energy ratio is not used because these measures do not generate energy savings. Additional details are referenced in other subsections.

Table 105: Three-element Water Heater Measure Summary Parameter HEA Green Heat Reference Measure Description and Identification Measure Description Three-element water heaters to reduce peak demand water heating load N/A Additional Notes -...

AI summary Table 105 provides a summary of the three-element water heater measure, including installation rates, effective useful life, and energy and peak demand savings parameters. The table highlights that Green Heat has a 100% installation rate and a 12-year effective useful life, with 200 W of unitary peak demand savings.

Summary [Table](#page-57-1) 106 presents a summary of the values used to calculate domestic water heater timer (DWHT) savings. The detailed methodology follows.

AI summary Table 106 summarizes the values used to calculate domestic water heater timer (DWHT) savings, with a detailed methodology provided in the proceeding document.

Table 109: Domestic Water Heater Load Control Measure Summary Jurisdiction Value (W) Source PJM Region (Northeastern U.S.A.) 640 Deemed Savings Estimates for Legacy AC and Water Heating Direct Load Control Programs in PJM Region 149 Minnes...

AI summary Table 109 summarizes domestic water heater load control measures across various jurisdictions, including values and sources. It also mentions reviewing peak event performance data to quantify unitary peak demand reductions after analyzing results.

Installation Rates The installation rate is assumed to be 100%. & lt;sup>149 Ernest Orlando Lawrence Berkeley National Laboratory. Deemed Savings Estimates for Legacy Air Conditioning and Water Heating Direct Load Control Programs in PJM R...

AI summary The installation rate is assumed to be 100%, with supporting references to studies and reports on demand response and energy savings from various organizations and regions.

3.1.2 Peak Demand Savings Factors 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...

AI summary Peak demand savings refer to reductions in electricity demand that occur during the system's peak demand period, which in Nova Scotia is between 5 p.m. and 7 p.m. from December to February on non-holiday weekdays.

3.2.2 Peak Demand Savings Factors For pumps, the methodology used to determine peak demand savings is detailed in the measurespecific sections below.

AI summary The section outlines the methodology for determining peak demand savings for pumps, with details provided in measure-specific sections.

Table 133: Unitary Peak Demand Savings Values for Circulator Pumps BER Instant Reb Parameters Max Input Power < 150 W Max Input Power ≥ 150 W and < 500 W Max Input Power ≥ 500 W and < 2,500 W Source Average Demand Savings [kW] 0.0675 0.095...

AI summary Table 133 presents unitary peak demand savings values for circulator pumps based on different maximum input power ranges. The table includes average demand savings, peak coincidence factor, and calculated unitary peak demand savings, with sources and assumptions noted.

The unitary peak demand savings for booster pumps are calculated using the variables defined and listed in the equation and [Table](#page-81-1) 136 below, as well as variables from [Table](#page-81-0) 135 above. $$Peak\ Demand\ Savings_W =...

AI summary The unitary peak demand savings for booster pumps are calculated using an equation involving variables from two tables, with the Peak Coincidence Factor (PCF) as a multiplier in the formula.

Table 136: Unitary Peak Demand Savings Values for Booster Pumps Parameter Symbol BER-MI BER-IR Source Annual unitary demand savings per rated horsepower from the use of a VFD booster pump [W/HP] 172 172 2020 Hawaii TRM Annual unitary deman...

AI summary Table 136 outlines unitary peak demand savings values for booster pumps, including parameters such as annual demand savings per rated horsepower and the Peak Coincidence Factor (PCF). The table provides values for both metered installation (BER-MI) and installed retrofit (BER-IR) scenarios, with data sources and calculations referenced.

3.3.2 Peak Demand Savings Factors For electric thermal storage, peak demand savings are not calculated using a peak demand-toenergy ratio since they do not generate energy savings. For more details, refer to Subsection [3.3.3(1).](#page-82...

AI summary This section discusses how peak demand savings factors are calculated for electric thermal storage and advanced rooftop unit controls, noting that they are not calculated using a peak demand-to-energy ratio. It refers to other subsections for more detailed information.

Table 140: Advanced RTU Control Normalized Electrical Cooling Savings per Capacity and Normalized Electrical Heating Savings per Capacity and COP 166 Facility Type Electrical Cooling Energy Savings per Cooling System Capacity [kWh.h/BTU] E...

AI summary Table 140 presents normalized electrical cooling and heating energy savings per capacity and COP for various facility types under different control strategies (DCV Only and DCV and VFD). The data highlights energy savings across sectors such as convenience stores, education, healthcare, and office buildings.

Peak Demand As for the impact on peak demand savings, it is assumed that all hot water tanks in a conditioned or semi-conditioned space create interactive effects. Therefore, similar to lighting products, the interactive effects factor for...

AI summary The text discusses the impact of hot water tanks in conditioned or semi-conditioned spaces on peak demand savings, assuming an interactive effects factor of -90% for electrically heated buildings. A table is referenced that summarizes interactive effects factors for water heating insulation measures.

Table 142: Interactive Effects Factors for Water Heating Measures Measure Type of Space Heating Interactive Effects Factors for Energy Savings Interactive Effects Factors for Peak Demand Savings Source Low-flow Showerheads Faucet Aerators...

AI summary Table 142 outlines interactive effects factors for water heating measures, including energy savings and peak demand savings for various measures like low-flow showerheads, faucet aerators, and pipe insulation. The table includes factors for different types of heating and sources of data.

Peak Demand-to-energy Ratio For hot water tank wraps, energy savings are assumed to occur all the time since the tank always exchanges heat with the space around it. Therefore, peak demand savings for this measure correspond to the average...

AI summary The document discusses the calculation of the peak demand-to-energy ratio for hot water tank wraps and other water heating measures. For tank wraps, the ratio is calculated as 0.114 W/kWh, while for other measures, load shapes from Illinois TRM are used to estimate the ratio based on energy savings during the peak period.

Table 143: Peak Demand-to-energy Ratio for Water Heating Measures Parameter Symbol Value Source Portion of energy savings occurring during winter peak hours %kWhWP 40.5% Illinois TRM Number of days during winter peak season DaysWP 211 Illi...

AI summary The text presents two tables discussing peak demand-to-energy ratios for water heating measures. Table 143 outlines parameters such as energy savings during winter peak hours and the number of peak hours per year, leading to a calculated peak demand-to-energy ratio of 0.192. Table 144 summarizes the peak demand-to-energy ratios for various water heating measures, with specific values provided for Thermostatic Shower Valves and Hot Water Tank Wraps.

DHW Measures Measure Name Program Component EUL Value Source Water Heating Electrical-to-natural Gas Water Heating BER Mail-in, SBES 15 KEMA, 2009 (Value for water heaters, Ag o Heat Pump Water Heaters BER Mail-in, SBES 10 DEER, 2008, 2014...

AI summary The document outlines various energy efficiency measures under the DHW (Domestic Hot Water) category, including water heating, solar, pool, and IT & datacenters. Each measure includes program components, EUL values, and sources. These measures are part of the BNI Efficient Product Rebates Program and SBES (BNI Building Efficiency Service).

2021 DSM Annual Progress Report FILED March 31, 2022

AI summary The 2021 DSM Annual Progress Report, filed on March 31, 2022, provides an overview of demand-side management initiatives in Nova Scotia. It likely details program performance, outcomes, and alignment with regulatory goals, though specific content is not visible in the provided text.

EfficiencyOne (E1) is pleased to provide its 2021 Annual Progress report (APR). The report summarizes E1's 2021 Demand Side Management (DSM) results and activities as administrator and operator of the Efficiency Nova Scotia (ENS) franchise...

AI summary EfficiencyOne (E1) reported its 2021 Annual Progress Report, showing 109.4 GWh in net energy savings and 27.5 MW in net peak demand savings. E1 did not meet its 2021 targets due to the impact of the ongoing COVID-19 pandemic, but showed a quicker recovery compared to 2020. E1 is working to meet its three-year contractual energy savings targets but may not meet the demand savings threshold.

2. 2021 PORTFOLIO RESULTS E1's 2020-2022 DSM Plan (the "Plan") was approved by the Nova Scotia Utility and Review Board ("NSUARB" or "Board") in 2019. The approved Plan set out Performance Targets of total cumulative energy savings of 367....

AI summary E1's 2020-2022 DSM Plan, approved by the NSUARB in 2019, set energy and demand savings targets. In 2021, E1 achieved 90% of adjusted energy savings (109.4 GWh) and 83% of demand savings (27.5 MW), slightly below the year-end forecast. Adjustments were made due to pandemic impacts and 2020 program evaluations.

2.1.1 Forecast for 2020-2022 DSM Plan Period E1 has provided an updated three-year Plan period forecast in [Table 1](#page-11-1) to provide stakeholders and the NSUARB with additional insight on mid-term DSM Plan implementation.[7](#page-9...

AI summary E1 provides a three-year forecast for the 2020-2022 DSM Plan, projecting energy savings of 127.0 GWh in 2022 (90% of the target threshold) but not meeting the system-peak demand savings target. Expenditures remain within the approved $110 million investment level, though unforeseen circumstances could lead to falling short of energy savings goals.

Table 1: 2020-2022 DSM Plan Period Forecast 2020-2022 DSM Plan Period Forecast Plan Year Er nergy Savir (GWh) ngs De mand Savi ings Expenditures ($ million) , rear Plan as Filed 1 Results/ Forecast Variance Plan as Filed 1 Results/ Forecas...

AI summary Table 1 outlines the 2020-2022 DSM Plan Period Forecast, showing energy savings and expenditures for each year. The underspend from 2020 was reinvested in 2021 and 2022 E1 DSM activities, with E1's 2022 planned investment aimed at operationalizing the DSM Plan.

Date Filed: March 31, 2022 As per the First Amending Agreement between Nova Scotia Power and EfficiencyOne, and approved by the NSUARB on November 30, 2020, the allocation of the approved investment amounts in 2021 and 2022 have been adjus...

AI summary The text discusses adjustments to the investment amounts under the First Amending Agreement between Nova Scotia Power and EfficiencyOne, approved by the NSUARB in 2020. It outlines the deferral of $2 million from 2021 to 2022 and references the DSM Resource Plan and mid-course adjustments. Figure 2 compares actual and forecasted energy savings against approved targets.

4 Table 2: 2021 Results to 2021 Plan as Filed, Mid-Course Adjustments, and 2021 Year-End Forecast 12 2021 Plan as Filed 1 2021 Mid-Course Adjustment 2021 Forecast (Year-end) 2021 Results Results to Forecast Results to Mid-Course First-Year...

AI summary The text presents Table 2, which compares 2021 results to the 2021 plan as filed, mid-course adjustments, and the 2021 year-end forecast. It includes metrics such as energy savings, peak demand, and budget figures for various programs and initiatives.

omponent are lower than originally anticipated due to fewer projects being initiated and projects not completing as expected due to delays caused by COVID-19. Date Filed: March 31, 2022 Page 12 of 46 E1 has observed this trend of declining...

AI summary The 2021 Program Participation report notes lower-than-expected savings due to fewer projects and delays from COVID-19. E1 observed declining average savings per participant since 2018, citing evaluation reports and references to M10056 and M09096. The NUSARB approved the 2020-2022 DSM Plan in 2019, with participation metrics based on post-hoc estimates and housing units.

2.4 2021 DSM Expenditures - In 2021, E1's total expenditures were $36.0 million, $3.0 million or 8 percent below the mid- - course adjusted planned spending levels of $39.0 million. [Figure 3](#page-18-1) below provides a breakdown - of 20...

AI summary In 2021, E1's total DSM expenditures were $36.0 million, $3.0 million below the mid-course adjusted planned spending of $39.0 million. The underspend was primarily due to reduced incentive costs and energy savings shortfalls, largely influenced by the impact of COVID-19.

Figure 3: 2021 DSM Expenditures \ Expenditure amounts are unaudited and are rounded to the nearest million. Expenditure amounts reported in previous quarters may have been updated and are reflected in the 2021 annual total.

AI summary This figure presents the 2021 Demand Side Management (DSM) expenditures, noting that the amounts are unaudited and rounded to the nearest million. Previous quarter expenditures may have been updated and are included in the annual total.

3. 2021 PROGRAM RESULTS AND DISCUSSION - The following section provides an overview of 2021 Evaluation activities, 2021 program level - results and activities for E1's Residential and BNI sector programs, discussion of program - variances...

AI summary This section outlines the 2021 program results and activities for E1's Residential and BNI sector programs, including program variances, low-income results, and Enabling Strategies. Rate class results by program are detailed in Attachment 1.

3.1 2021 Evaluation Activities - Evaluation activities are conducted annually to ensure accurate determination of net electrical - energy and net system-peak demand savings. E1 utilizes the annual impact evaluations as up-to- - date progre...

AI summary In 2021, E1 conducted various evaluation activities including impact, market, and process evaluations for its programs. Modifications were made due to pandemic restrictions, such as using online surveys and virtual data collection methods. Research on market transformation programs was also completed.

3.2 Residential Sector Results - In 2021, the Residential sector achieved net incremental energy savings of 41.3 GWh and net peak demand savings of 13.6 MW compared to the 2021 mid-course adjusted planned savings amounts (targets) of 42.6...

AI summary In 2021, the Residential sector achieved net incremental energy savings of 41.3 GWh and net peak demand savings of 13.6 MW, slightly below the 2021 mid-course adjusted targets of 42.6 GWh and 15.2 MW. The sector includes Efficient Product Rebates, Existing Residential, and New Residential programs.

Residential EPR (2021) - Year-round rebates were introduced following the Spring Campaign on select products such as LED lighting fixtures, LED recessed downlights, LED fixtures with motion sensors, and clotheslines. - E1 approached new pa...

AI summary The Residential EPR (2021) introduced year-round rebates for energy-efficient products, including LED lighting and other measures like air purifiers and programmable thermostats. Marketing efforts included multiple campaigns and partnerships to increase participation and diversify product offerings, resulting in significant savings from non-lighting measures.

Appliance Retirement Highlights - Participation increased by 25% over 2020 levels[19](#page-22-1) and returned to pre-pandemic levels, a result of increased incentives ($50 from $30) for full sized appliances, introduced mid-year (effectiv...

AI summary Appliance retirement participation increased by 25% in 2021 due to higher incentives and targeted marketing. Operations were modified during the pandemic, with community events and marketing efforts helping to promote the program. Four community drop-off events were held, retiring 120 appliances.

1 Table 6: Existing Residential Program Results Table 6: Existing Residential Program Results Existing Residential (2021) • Green Heat provides financial incentives to homeowners to reduce electricity consumption through the installation o...

AI summary Table 6 outlines existing residential programs, including Green Heat, which offers financial incentives for installing high-efficiency heating systems like heat pumps and biomass, as well as peak demand reduction measures such as Electric Thermal Storage (ETS).

Home Energy Assessment Highlights - HEA saw lower participation levels in 2021 (a 8% decrease as compared to 2020). [21](#page-24-0) Many files, and their corresponding savings, were pushed forward for completion in 2022 due to customer ex...

AI summary The Home Energy Assessment (HEA) program saw reduced participation and savings in 2021 due to delays from the pandemic, NRCan server outages, and increased pre-existing heat pumps in homes. E1 anticipates continued trends and is working with NRCan to co-deliver the Greener Homes program through HEA.

Green Heat Highlights - Green Heat saw its highest savings levels achieved to date, a result of higher than anticipated participation (8% increase over 2020 levels), increased uptake in demand reduction measures (almost double the installs...

AI summary Green Heat achieved record savings due to increased participation, higher demand reduction measure installations, and reduced free-ridership. The program extended rebate deadlines and increased incentives for water heaters and ETS units. Marketing campaigns and improved application processes were also implemented to support program goals.

Efficient Product Installation Highlights - In-home activities were temporarily suspended from April 28 to June 1, 2021 due to COVID-19; no installations (and savings) were completed during this period. - EPI saw a decline in savings per p...

AI summary The Efficient Product Installation (EPI) program faced a temporary suspension due to COVID-19, leading to a decline in savings per participant since 2017. E1 plans to assess the issue and pilot new measures like smart thermostats. Despite the savings shortfall, participant numbers increased by 15%, and satisfaction remained high.

Affordable MultiFamily Housing Highlights • AMH's results were lower than anticipated, a result of the suspension of service due to COVID-19 (April 28 to June 1, 2021) and customer and contractor delays (e.g., contractor availability issue...

AI summary Affordable MultiFamily Housing (AMH) program faced lower-than-anticipated results in 2021 due to delays from the pandemic, supply chain issues, and project substitutions. Despite this, the program grew with more projects completed, and customer satisfaction was high. E1 introduced new initiatives, such as a prescriptive pilot and topped-up rebates, to support the program.

1 Table 7: New Residential Program Results New Residential (2021) • E1's 2023-2025 DSM Plan anticipates the wind up of the NHC program component in 2023 due to requirements for a heat pump baseline (compared to the current electric baseboa...

AI summary The document discusses the anticipated wind-up of the NHC program component in 2023 due to changes in baseline requirements for heat pumps, as outlined in E1's 2023-2025 DSM Plan. It also notes the progress of the MURB pilot program, with 22 buildings registered by the end of 2021 and seven completing the pilot that year.

3.3 Business, Non-Profit and Institutional (BNI) Sector Results - The BNI sector is comprised of the following programs: - Efficient Product Rebates; - Custom Incentives; and - Direct Installation. - In 2021, the BNI sector achieved net in...

AI summary The BNI sector includes Efficient Product Rebates, Custom Incentives, and Direct Installation programs. In 2021, the sector achieved energy and peak demand savings, with E1's On-site Energy Manager (OEM) initiative contributing to these results. Marketing efforts targeted various sectors, including small businesses, retail, and non-profits, through digital and in-store campaigns, virtual events, and website updates.

20 Table 8: BNI Efficient Product Rebates Program Results BNI Efficient Product Rebates (2021) BNI EPR Energy Savings (GWh) Demand Savings (MW) Expenditures ($ million) 2021 Results 33.5 5.4 6.2 2021 MCA Target 35.7 7.2 5.9 Program Compone...

AI summary Table 8 presents the results of the BNI Efficient Product Rebates Program in 2021, showing energy savings of 33.5 GWh and demand savings of 5.4 MW, which were 6% and 25% below the mid-course targets, respectively. The program offers rebates through Mail-In and Instant Rebate services.

BNI Efficient Product Rebates (2021) - The shortfall in net peak demand savings can be attributed to the following factors: - o Several lighting projects for Mail-In were completed at facilities that were not operational during peak demand...

AI summary The shortfall in net peak demand savings from the BNI Efficient Product Rebates program in 2021 is due to lighting projects completed at non-operational facilities, lower demand savings from certain product measures, and increased free-ridership levels for lighting measures.

Business Energy Rebates Highlights - Participation increased in 2021 by 18% as compared to 2020; however participation for Mail-In has not yet returned to pre-pandemic levels. Over 188,956 energy-efficient products were rebated through the...

AI summary Business Energy Rebates (BER) participation increased in 2021 by 18% compared to 2020, though Mail-In participation has not returned to pre-pandemic levels. E1 introduced new rebates, adjusted performance requirements, and launched marketing efforts to promote energy-efficient products and increase participation in BER programs.

1 Table 9: Custom Incentives Program Results Custom Incentives (2021) Custom Incentives Energy Savings (GWh) Demand Savings (MW) Expenditures ($ million) 2021 Results 25.2 6.4 6.8 2021 MCA Target 33.6 8.5 8.0 Program Components • Building...

AI summary Table 9 provides the results of the Custom Incentives Program in 2021, including energy savings, demand savings, and expenditures. The program offers technical assistance, financial incentives, and project financing to large businesses, non-profits, and institutional participants to reduce electricity consumption and demand. It includes components such as Building Optimization, New Construction, and Energy Management Information Systems (EMIS).

Custom Incentives (2021) calculations. Three new customers were recruited in 2021 due to the introduction of this performance-based incentives offer.

AI summary In 2021, three new customers were recruited due to the introduction of a performance-based incentives offer under the Custom Incentives program.

3 Table 10: Direct Installation Program Results Direct Installation (2021) Direct Installation Energy Savings (GWh) Demand Savings (MW) Expenditures ($ million) 2021 Results 9.5 2.0 5.5 2021 MCA Target 9.6 2.3 5.4

AI summary Table 10 presents the results of the Direct Installation Program in 2021, showing energy savings of 9.5 GWh, demand savings of 2.0 MW, and expenditures of $5.5 million. The 2021 MCA target was slightly higher at 9.6 GWh for energy savings and 2.3 MW for demand savings, with expenditures of $5.4 million.

- In 2021, E1's low-income savings results were approximately 69 percent lower in energy savings, - 63 percent lower in demand savings, and 65 percent lower in expenditures[41](#page-36-1) than E1's projected - participation and expenditur...

AI summary E1's low-income savings results in 2021 were significantly lower than projected, impacted by the ongoing effects of the COVID-19 pandemic. Several program components, including EPI, AMH, and MHEEP, fell short of their savings targets. However, the Residential Efficient Product Rebates program met its 2021 savings targets.

iance filing Plan, low-income expenditures were filed at the Residential and BNI sector level; program levels expenditures were not included in the low-income performance indicators tables by program. E1's current methodology for estimatin...

AI summary E1 is using various methods to estimate low-income impacts from its programs, including the Efficient Product Installation program and BNI programs. It has provided data on the number of low-income participants who received energy efficiency measures and rebates. E1 is also considering including additional low-income projects in its savings data.

1 Table 11: 2021 Low-Income Results 2021 Plan Low-Income Performance Indicators (estimated if not available) 2021 Results First-Year Lifetime Peak First-Year Lifetime Peak Energy Energy Demand Expenditures Participation Energy Energy Deman...

AI summary This table presents the 2021 low-income performance indicators for various energy efficiency programs in Nova Scotia, including energy savings, participation numbers, and expenditures. Key programs include Efficient Product Rebates, Instant Savings, and the Mi'kmaw Home Energy Efficiency Project, with results compared to the 2021 plan.

1 3.5 Enabling Strategies 2 Highlights of 2021 activities are provided in [Table 12.](#page-39-2)

AI summary Section 3.5 Enabling Strategies highlights key activities from 2021, referenced in Table 12. The section focuses on strategies that support the implementation of energy efficiency and demand-side management initiatives.

Development and Research In 2021, Development and Research activities included the following: - recurring research to track quality assurance, participant satisfaction, and other attitudinal metrics among the general population of Nova Sco...

AI summary In 2021, Development and Research activities included tracking participant satisfaction, conducting surveys on market conditions and energy efficiency perceptions, and completing a virtual/remote audit research project involving 1,143 homes and 29 remote audits. Findings were submitted to Natural Resources Canada.

Locational DSM/Klondike Pilot [44](#page-40-1) • Pilot activities concluded March 31, 2021. In 2020, E1 extended the deadline for participation in the Klondike pilot to March 31, 2021 for some program component activities (i.e., Green Heat...

AI summary The Locational DSM/Klondike Pilot, aimed at reducing peak demand, concluded in March 2021 with extended deadlines due to the impact of COVID-19. In 2021, the pilot generated 0.059 MW of net peak demand savings. The Commercial Energy Benchmarking Pilot enrolled 19 customers and provided support through data analysis workshops and case studies to promote energy benchmarking.

Other Enabling Strategies In 2021, other Enabling Strategies activities included the following: Efficiency Preferred Partners (EPP) - officially launched the EPP (a rebrand of the Efficiency Trade Network [ETN]) along with a new website di...

AI summary In 2021, Efficiency Preferred Partners (EPP) was officially launched as a rebrand of the Efficiency Trade Network. Activities included member engagement, training, events, and partnerships. The EPP had 234 members by the end of 2021, a decrease from 2020 due to re-registration requirements during the transition. The EPP also distributed a bi-monthly newsletter and offered discounted training courses.

Regulatory Affairs - engagement with regulatory stakeholders and the DSM Advisory Group (DSMAG) including: - o avoided Costs DSMAG session and request for written stakeholder comments; - o stakeholder written comments on the revised DSMAG...

AI summary The document outlines regulatory activities involving stakeholder engagement with the DSM Advisory Group, submission of various reports to the NSUARB, and implementation of evaluation and verification processes related to energy efficiency programs and NS Power's regulatory filings.

3.6 Demand Response Initiatives: E1 and NS Power Working Group In 2019, the E1-NS Power Demand Response Working Group was established to work collaboratively on the development, assessment, and evaluation of demand response measures.[47](#...

AI summary In 2019, the E1-NS Power Demand Response Working Group was formed to develop and evaluate demand response measures. In 2021, E1 worked on a domestic hot water DLC pilot and a commercial demand response pilot for BNI customers. In 2022, E1 provided additional information on the Commercial Demand Response Pilot, including costing details and expected results, as requested by the NSUARB.

3.6.1 Domestic Hot Water Direct Load Control Pilot Highlights of 2021 activities include: - a public procurement was initiated by the subcommittee of the Working Group (Demand - Response Technical Group or DR Tech Group); - 202 controllers...

AI summary The Domestic Hot Water Direct Load Control Pilot involved procuring 20 controllers, testing with six participants, and launching recruitment campaigns to invite past participants. By the end of 2021, 119 controllers were installed, and demand response events were dispatched. E1 will evaluate the pilot's savings as part of its 2022 annual impact evaluation.

3.6.2 Commercial Demand Response Pilot 2021 activities included the development, design, and logistics for this pilot. The pilot will be conducted in two phases. Phase One - Phase One involves working with Siemens, NS Power's distributed e...

AI summary The Commercial Demand Response Pilot involves two phases with Siemens and a future aggregator. Phase One offers a $125/kW annual incentive for participation in demand response events, while Phase Two involves a competitive procurement process for an aggregator. The pilot aims to achieve energy savings and is aligned with the Custom program's incentive structure.

3.7 Additional 2021 Results and Updates - E1 has additional Performance Indicators (a set of particular performance metrics) that indicate - progress towards its Performance Targets.[51](#page-47-2) In 2021, the results of E1's additional...

AI summary In 2021, E1 achieved significant results from its energy efficiency programs, including lifetime ratepayer benefits of $175.4 million and annual avoided CO2e emissions of 63,911 tonnes. Customer satisfaction and awareness of Efficiency Nova Scotia remained consistent with 2020 levels.

4. CONCLUSION In 2021, E1 achieved 109.4 GWh in net energy savings (90 percent of the mid-course adjusted planned savings of 121.5 GWh) and 27.5 MW in net peak demand savings (83 percent of the mid-course adjusted planned savings of 33.2 M...

AI summary In 2021, E1 achieved significant energy and peak demand savings, with 109.4 GWh and 27.5 MW respectively. E1 is optimistic about continued recovery from pandemic impacts and will update the NSUARB and stakeholders on progress toward its 2022 DSM Plan and performance targets.

4 Planned and Actual Rate Class Expenditures - 5 E1 reports on planned and actual DSM expenditures by rate class to aid in cost recovery - allocations.[56](#page-50-0) 6 Table 1 below provides planned and actual DSM expenditures by rate cl...

AI summary The document discusses planned and actual demand-side management (DSM) expenditures by rate class in 2021. Actual expenditures were lower than planned for all rate classes except General, due to an underspend related to a shortfall in savings.

13 Table 1: 2021 Planned and Actual DSM Expenditures by Rate Class 14 2021 Expenditures by Rate Class Rate Class 2021 Planned Expenditures (Full-Year) ($ million) Actual 2021 Expenditures ($ million) 2021 Expenditures as Percentage of 2021...

AI summary Table 1 presents the 2021 planned and actual demand-side management (DSM) expenditures by rate class, showing that most categories were under or slightly over the planned amounts, with total expenditures at 92% of the planned budget. Some rate classes, such as General (11), exceeded planned expenditures by 3%.

1 2021 Rate Class Results by Program - 2 Tables 2 through 7 provides a breakdown of the 2021 net incremental energy and net peak - 3 demand savings, expenditures, and participation achieved, by rate class, and within each - 4 program. 5

AI summary The text outlines the 2021 Rate Class Results by Program, providing a breakdown of net incremental energy and net peak demand savings, expenditures, and participation achieved, categorized by rate class and program.

5 BNI Efficient Product Rebates includes the BER program component. 6 EPR (BNI) includes some residential customers as eligible participants (e.g., farms, community groups in charitable rate classes, rental apartment 7 buildings, and condo...

AI summary The BNI Efficient Product Rebates program includes the BER program component and covers certain residential customers, such as farms, community groups in charitable rate classes, rental apartment buildings, and condominium buildings.

Table 4: Update on Implementation of 2020 Verification Recommendations Year Evaluation/ Verification Recommendation Text Source Status Comments Expected Period of Completion 2013 Evaluation Continue to work on including as much information...

AI summary In 2013, a recommendation was made to include more information in a standardized database format for the DSMDS. E1 continued this effort in 2020 by implementing the Customer Information System (CIS), which provides integrated DSM data tracking and improves customer service and operations.

NOVA SCOTIA UTILITY AND REVIEW BOARD NOTICE OF PAPER HEARING EfficiencyOne (E1) has made Application to the Nova Scotia Utility and Review Board for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities betw...

AI summary EfficiencyOne (E1) seeks approval from the Nova Scotia Utility and Review Board for a supply agreement with Nova Scotia Power Inc., including a 2023-2025 Demand Side Management (DSM) Resource Plan targeting 412.7 GWh energy savings and 96.7 MW peak demand savings, with a $173 million investment. The Board will conduct a paper hearing.

NOVA SCOTIA UTILITY AND REVIEW BOARD NOTICE OF PAPER HEARING EfficiencyOne (E1) has made Application to the Nova Scotia Utility and Review Board for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities betw...

AI summary EfficiencyOne has applied for approval of a supply agreement with Nova Scotia Power Inc for electricity efficiency and conservation activities, including the 2023-2025 Demand Side Management (DSM) Resource Plan. The Board will consider this in a paper hearing, with intervenor and comment deadlines set for March 29, 2022, and May 27, 2022, respectively.

NOVA SCOTIA UTILITY AND REVIEW BOARD be joining the team. They are expected to fly home from a training facility in Philadel- SALTWIRE.COM Pitts said the dogs are a major component to the team because they can quickly search an area faster...

AI summary EfficiencyOne (E1) seeks approval for a supply agreement with Nova Scotia Power Inc. and its 2023-2025 Demand Side Management (DSM) Resource Plan, targeting 412.7 GWh energy savings and 96.7 MW peak demand savings. Separately, the Municipality of Guysborough applies for water rate and regulation amendments. The Nova Scotia Utility and Review Board will hold paper and public hearings for both matters.

NOVA SCOTIA UTILITY AND REVIEW BOARD NOTICE OF PAPER HEARING EfficiencyOne (E1) has made Application to the Nova Scotia Utility and Review Board for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities betw...

AI summary EfficiencyOne has applied to the Nova Scotia Utility and Review Board for approval of a supply agreement with Nova Scotia Power for electricity efficiency and conservation activities, including the 2023-2025 Demand Side Management Resource Plan, which aims to achieve 412.7 GWh of energy savings and 96.7 MW of peak demand savings over three years with a $173 million investment.

ERRATA to EfficiencyOne 2023-2025 DSM Resource Plan Application filed with the Nova Scotia Utility and Review Board on March 11, 2022 - 1. Appendix A, Page 40 of 149, Table 9: redline and corrected page is attached. - 2. Appendix A, Page 8...

AI summary The document lists corrections to the EfficiencyOne 2023-2025 DSM Resource Plan Application submitted to the Nova Scotia Utility and Review Board. Specific pages and tables in Appendix A are updated, including redlined versions and revised figures to align with cost data. The errata were filed on 28 April 2022.

Table 9: 2023-2025 Settlement Plan Investment and Savings, by Program Component 2023-2025 Investment a ($ million) Lifetime Benefits b ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak EE Demand Savings (MW) Av...

AI summary Table 9 outlines the 2023-2025 Settlement Plan Investment and Savings by Program Component, detailing investments, benefits, energy savings, and costs for various programs, including Affordable Single-Family Homes, Residential Behaviour, and BNI Energy Efficiency Programs.

Annual avoided costs of energy and capacity and annual avoided $CO_2e$ emissions were provided by NS Power, from the 2020 IRP using the Base level of DSM for Scenario 2.0C. Avoided costs of transmission and distribution were provided by NS...

AI summary The document presents avoided costs and emissions data from NS Power's 2020 Integrated Resource Plan (IRP) under Scenario 2.0C, including energy, capacity, and carbon emissions. It outlines cost-effectiveness ratios, investment requirements for Demand Response (DR), and the Total Resource Cost (TRC) and Program Administrator Cost (PAC) metrics. These are calculated using net present values and lifetime benefits.

Annual avoided costs of energy and capacity and annual avoided $CO_2$ e emissions were provided by NS Power, from the 2020 IRP using the Base level of DSM for Scenario 2.0C. Avoided costs of transmission and distribution were provided by N...

AI summary The text discusses avoided costs and emissions related to energy and capacity from NS Power's 2020 IRP, including DSM and DR programs. It outlines cost-effectiveness ratios and explains TRC and PAC as benefit/cost ratios, emphasizing the importance of NS Power's collaboration for DR benefits.

Table 31: 2023-2025 Existing Residential Performance Indicators Year Investment First-Year Energy Savings 0, 0 Savings Savings Cost Test (TRC) a Cost Test (PAC) b Participation Participation Participation (homes) d Participation (projects)...

AI summary Table 31 outlines residential performance indicators for 2023–2025, including investment, energy savings, participation rates, and cost metrics. The data highlights investment trends, savings achieved, and participation in energy efficiency programs over the three-year period.

2 Scenario Scenario Year Investment First-Year Energy Savings Lifetime Energy Savings Peak Demand Savings Cost Test (TRC) a Program Administrator Cost Test (PAC) b Participation Participation Participation Lifetime Unit Cost ($ million) (G...

AI summary The document presents a comparison of investment, energy savings, and cost metrics across different scenarios (Settlement and Alternate) for a demand-side management (DSM) program. It includes metrics such as investment amounts, energy savings, peak demand reductions, and cost tests (TRC and PAC) for the years 2023 to 2025, along with variances between the scenarios.

7.3 NEW RESIDENTIAL PROGRAM

AI summary Section 7.3 outlines the New Residential Program, focusing on demand-side management and enabling strategies for residential energy initiatives. Key considerations include program administrator costs, total resource cost analyses, and alignment with integrated resource plans.

7.3.1 OVERVIEW The New Residential program provides residential home builders and new home market entrants access to technical assistance and financial incentives for the installation of energy efficiency upgrades during the design and ear...

AI summary The New Residential program supports energy efficiency in new home construction through technical and financial incentives. E1 will discontinue this program, shifting focus to market transformation strategies detailed in Enabling Strategies (Section 7). The program's performance indicators are compared in Table 33.

28 Scenario Year Investmen First-Year Energy Investment Savings Peak Demand Savings Total Resource Cost Test (TRC) a Program Administrator Cost Test (PAC) b Participation Participation Participation Lifetime Unit Cost ($ million) (GWh) Sav...

AI summary The table presents data comparing investment, energy savings, demand savings, and cost metrics for two scenarios (Settlement and Alternate) across 2023 to 2025. It includes metrics such as Total Resource Cost (TRC), Program Administrator Cost (PAC), and participation statistics, highlighting variances between the scenarios.

21 7.3.1 OVERVIEW The New Residential program provides residential home builders and new home market entrants access to technical assistance and financial incentives for the installation of energy efficiency upgrades during the design and...

AI summary The New Residential program supports residential home builders with energy efficiency upgrades through technical assistance and incentives. E1 plans to phase out this program, refocusing on market transformation strategies outlined in Enabling Strategies (Section 7). The program includes components like Home Energy Assessments and Affordable Housing initiatives.

EfficiencyOne Demand Response Roadmap Table 2 and Table 3 show the Net Present Value (NPV) of the benefits and costs, the TRC benefit-cost ratios, and TRC levelized costs, ordered by DR option from highest to lowest benefit-cost ratio for...

AI summary The document compares the Preferred Plan and Alternate Scenario for EfficiencyOne's Demand Response Roadmap using NPV, TRC benefit-cost ratios, and levelized costs. The Alternate Scenario shows lower TRC ratios and higher costs due to fixed program costs being spread over fewer participants. Tables 2 and 3 detail these metrics, with the Preferred Plan appearing more economically favorable.

Table 2. NPV Benefits, Costs, and Benefit-Cost Ratios by DR Option for Preferred Plan DR Option NPV of Benefits 2021-2030 ($ million) NPV of Costs 2021-2030 ($ million) TRC Benefit-Cost Ratio TRC Levelized Costs ($/kW-yr.) BTM Battery Cont...

AI summary Table 2 presents the NPV benefits, costs, and benefit-cost ratios for various demand response (DR) options under the Preferred Plan from 2021 to 2030. The data shows varying levels of financial viability, with BTM Battery Control having the highest benefit-cost ratio and DLC having the lowest.

EfficiencyOne Demand Response Roadmap BTM battery control is the least cost option and provides around 65 MW of peak demand savings in 2031. DLC (including both Bring Your Own and Direct Install options) has the next highest contribution i...

AI summary The document compares demand response (DR) options, highlighting BTM battery control as the least costly with 65 MW peak savings in 2031, followed by DLC (62 MW) and BNI Curtailment (10 MW). Other DR methods contribute less. Cost rankings and savings are analyzed for 2030-2031.

I. Introduction This report is a savings verification review for Calendar Year 2021 conducted by H. Gil Peach & Associates, LLC for the Nova Scotia Utility and Review Board. The report is focused on verification of electricity energy savin...

AI summary This document outlines a 2021 savings verification review by H. Gil Peach & Associates for Nova Scotia's Utility and Review Board, assessing Econoler's evaluation of Efficiency Nova Scotia's DSM programs. The review focuses on verifying electricity savings and demand reduction estimates, with limitations due to pandemic-related site visit restrictions. It emphasizes impact evaluation and alignment with evolving standards.

II. How Savings Verification fits in the Policy, Planning, Program Cycle It can be useful in approaching evaluation to review how the Policy, Planning and Program cycle works and where evaluation and savings verification fit.[2](#page-6-3)...

AI summary The document explains how Savings Verification integrates into the Policy, Planning, Program cycle for energy management. It highlights the transition of DSM administration from Nova Scotia Power, Inc. to Efficiency Nova Scotia Corporation in 2010, noting the maturity of Efficiency Nova Scotia's programs. The cycle aims for continuous improvement through repeated activities, with references to academic sources.

III. Evaluation Frameworks Evolve Efficiency Nova Scotia programs are almost entirely resource acquisition programs. This is the original framework for the energy efficiency (EE) and demand response (DR) classes of distributed energy resou...

AI summary Efficiency Nova Scotia programs primarily use resource acquisition frameworks for energy efficiency (EE) and demand response (DR). However, evolving frameworks, driven by climate policy, legislation, and shifts toward energy sufficiency, now emphasize decarbonization and social justice. Recent climate events and geopolitical risks like war are reshaping program priorities, including microgrid development, though current evaluations remain within resource acquisition models.

A. Evaluated Net Demand Reduction at the Generator Efficiency Nova Scotia operates six programs composed of a total of thirteen program components. 11 In Table 1, evaluated values for net peak demand reduction at generator are shown for th...

AI summary Efficiency Nova Scotia operates six programs with thirteen components, and Econoler reports a total net peak demand reduction of 27.484 MW at the generator based on evaluated values in Table 1.

2021 DSM Portfolio Net Evaluated Peak Demand Reduction (at Generator) Residential Demand Reduction (MW) Rebates Appliance Retirement 0.357 1.986 Repates Instant Savings 1.629 1.900 Home Energy Assessment 1.495 Green Heat 6.451 Existing Eff...

AI summary The document presents the 2021 DSM Portfolio Net Evaluated Peak Demand Reduction, detailing reductions in residential and business demand through various programs such as rebates, appliance retirement, and energy management initiatives. The data is sourced from a 2021 evaluation report.

13 & lt;sup>11 Although Efficiency Nova Scotia supports Codes and Standards, Codes and Standards are seen as coming primarily from the federal or provincial levels. In [Figure 2](#page-13-0) the program components are sorted from lowest hi...

AI summary Efficiency Nova Scotia supports Codes and Standards, but these are primarily managed at the federal or provincial level. Figure 2 ranks program components by their contribution to net peak demand reduction, showing that Business Energy Rebates, Green Heat, and Custom programs contribute the most, while Energy Management Information Systems, Mi'kmaw Home Energy Project, and Affordable Multifamily Housing contribute the least.

(at Generator) Program Residential Annual Net Savings (GWh) Residenital Efficient Appliance Retirement 2.474 Products Rebates Instant Savings 14.314 16.788 Home Energy Assessment 3.481 Green Heat 6.795 Existing Residential Efficient Produc...

AI summary The table presents energy savings data from various residential and business programs under the Demand-Side Management (DSM) initiative in 2021. It highlights the annual net savings in gigawatt-hours (GWh) across different programs such as appliance retirement, home energy assessments, and business energy rebates.

Thirteen impact evaluations (seven comprehensive and six condensed), one process evaluation, and three market evaluations were planned for 2021 (Table 4). [21](#page-19-4) Table 4: Planned Evaluations for 2021 Programs. DSM Program Program...

AI summary The document outlines planned evaluations for 2021, including thirteen impact evaluations, one process evaluation, and three market evaluations, focusing on various demand-side management (DSM) programs and their components such as appliance retirement, energy rebates, and home energy assessments.

Table 5: List of Program Component Evaluations. Program Components (PY 2021) Residential 1 Appliance Retirement Program (ARet) 2 Instant Savings 3 Efficient Product Installation (EPI) 4 Mi'kmaw Home Energy Efficiency Project 5 Green Heat 6...

AI summary Table 5 lists various program components for 2021, including residential and business programs such as the Appliance Retirement Program, which provides incentives for the environmentally sound disposal and recycling of household appliances.

10. BNI Custom Incentives Program For 2021, the BNI Custom Incentives Program includes three primary components: (1) Custom, (2) Energy Management Information Systems (EMIS) and (3) Strategic Energy Management (SEM). EMIS and SEM evaluatio...

AI summary The 2021 BNI Custom Incentives Program includes retrofit, new construction, and building optimization initiatives, with 54 completed retrofit projects and 21 new construction projects. The program also features an OEM Operational Demand Savings Pilot with three participants. An evaluator recommended improvements to accelerate savings adoption and enhance program performance.

12. BNI Strategic Energy Management (SEM) Strategic Energy Management is an approach for integrating energy management into business practice – so that a focus on continually advancing energy-efficiency becomes an integral aspect of workpl...

AI summary Strategic Energy Management (SEM) integrates energy efficiency into business practices through staff engagement and management support. Econoler evaluated SEM's 2021 program, noting six participants and challenges due to pandemic restrictions, including limited site verification. Savings were adjusted based on self-reported data, with recommendations to enhance Effective Useful Life (EUL) by emphasizing measures or adding EMIS optimization.

13. BNI Small Business Energy Solutions Program (SBES) The BNI Direct Installation Program has a single program component, Small Business Energy Solutions (SBES). SBES is available to businesses that use less than 350,000 kWh annually. For...

AI summary The BNI SBES program offers energy solutions for small businesses, with 2021 incentives increasing participation. Two paths (audit and DIY) and a Commercial Direct Installation pilot were available, achieving 9.486 GWh energy savings. Evaluation by Econoler and Narrative Research found the program met energy targets but had lower demand reduction. No recommendations were made for program changes.

14. Market Transformation and Codes and Standards Energy savings and demand reduction impacts of Codes and Standards are evaluated by Econoler but are accounted outside the DSM Administrator's DSM portfolio. Savings from Codes and Standard...

AI summary Econoler evaluates energy savings from codes and standards outside the DSM Administrator's portfolio. These savings do not overlap with Efficiency Nova Scotia's DSM programs, which increase savings beyond regulated minimum efficiency performance standards (MEPS). Changes in codes and standards modify MEPS, affecting program savings.

15. DSM Measure Assessment For 2021, Efficiency Nova Scotia tasked Econoler to develop an in-depth review of all parameters necessary to calculate the annual and lifetime gross energy and peak demand savings of most prescriptive measures a...

AI summary Efficiency Nova Scotia commissioned Econoler to assess DSM measures for calculating energy and peak demand savings, creating a reference document with methods, EUL values, and interactive effects. The work is praised for its thoroughness and recommended for all utilities.

rgy Laboratory. NREL/ SR-7A40-68562. [(http://www.nrel.gov/docs/fy17osti/68562.pdf)](http://www.nrel.gov/docs/fy17osti/68562.pdf). This version supersedes the 2013 and 2015 versions of the protocol. Gellings, Clark W. & John H. Chamberlin,...

AI summary The references section lists academic and technical documents related to energy efficiency, demand-side management, and energy savings. Key sources include NREL reports, books by Gellings and Chamberlin, and studies from Lawrence Berkeley National Laboratory, focusing on methodologies for evaluating energy efficiency measures and managing demand.

Laboratory, December 2014. XII. Appendix: Questions to ask of DSM Evaluations (1) Is the evaluator free of conflicts of interests? (2) Does the independent evaluator have control over methods and measurement approaches? (3) Is the evaluati...

AI summary This section outlines 14 questions to evaluate the quality and integrity of Demand-Side Management (DSM) evaluations, focusing on independence, transparency, methodology, and follow-up processes.

Estimation of DSM Low-Income Impacts for the 2023-2025 DSM Resource Plan Last Updated: November 15, 2021

AI summary The document outlines the estimation of demand-side management (DSM) low-income impacts for the 2023-2025 DSM Resource Plan. It involves analysis of cost and benefit implications for low-income households, with input from EfficiencyOne (E1) and the Consumer Advocate (CA). The focus is on assessing program effectiveness and equity considerations.

Table 2: Residential Sector Programs: Low-Income Assumptions and Calculations Program Program Component Assumptions Calculation for 2023-2025 DSM Plan Residential Instant Savings Low-income Nova Scotians are assumed to be Low-income IS sav...

AI summary The table outlines assumptions and calculations for low-income participation in residential energy efficiency programs under the 2023-2025 DSM Plan. It assumes low-income Nova Scotians are 10% as likely to participate in some programs and uses specific percentages for energy and demand savings calculations.

1 Request IR-04: 2 - 3 For each of the residential measures that might be part of an E1 program, please provide the - 4 minimum efficiency levels for eligibility in E1's programs. 5 6 Response IR-04: 7 - 8 For measures that are part of Eff...

AI summary The response to Request IR-04 outlines the minimum efficiency levels required for residential measures in EfficiencyOne's 2022 DSM portfolio, noting that these levels may be adjusted during the 2022-2025 period based on new insights and information.

E1 Responses to Consumer Advocate (CA) Information Requests NON-CONFIDENTIAL Request IR-06: - For each of the residential measures listed in Appendix A, Attachment 4, please provide the - sources and calculations for the incremental costs...

AI summary E1 responded to the Consumer Advocate's request for sources and calculations of incremental costs and energy savings for residential measures. Responses included categorizing measures into four groups, with attachments detailing 44 specific measures and calculation methods. The approach included using prior evaluations, project-based assumptions, whole-home impacts, and new calculations for unlisted measures.

15 - Savings factors of 8.4 percent for cooling savings were applied, as well as 8.6 percent for heating - 16 savings. - 18 Guidehouse did not estimate demand savings associated with the measure. E1 applied a demand - savings value of zero...

AI summary The text discusses savings factors applied for cooling and heating at 8.4% and 8.6%, respectively. It notes that Guidehouse did not estimate demand savings, while E1 assumed a demand savings value of zero, assuming normal system operation during peak times.

1 The table below compares E1's Settlement Plan to the Round 3 Preferred Plan. Settlement Plan Preferred Plan Change from Preferred Plan Total DSM Plan Investment ($ million) First Year Savings (GWh) Total DSM Plan Investment ($ million) F...

AI summary The table compares E1's Settlement Plan with the Round 3 Preferred Plan, highlighting differences in investment amounts and energy savings across residential and BNI energy efficiency programs, as well as enabling strategies and demand response initiatives.

E1 Responses to Industrial Group (IG) Information Requests NON-CONFIDENTIAL 1 Request IR-01: 2 3 Reference: EfficiencyOne 2023-2025 DSM Resource Plan Filing, Evidence, Page 4, Line 8 4 5 The Settlement Plan will "… [C]reate favourable mark...

AI summary EfficiencyOne responds to Industrial Group information requests regarding the Settlement Plan's impact on market conditions and the assumptions behind cost calculations. EfficiencyOne explains that the Settlement Plan creates favorable conditions for energy efficiency and peak demand reduction, and clarifies that costs for energy efficiency measures are assumed to be incurred in the year of installation.

E1 Responses to Industrial Group (IG) Information Requests NON-CONFIDENTIAL Request IR-06: Reference: EfficiencyOne 2023-2025 DSM Resource Plan Filing, Evidence, 4.2.4 Application of Costs, Page 18 (Page 27/584 of PDF), Line 12 "The Board...

AI summary The NSUARB requires the Total Resource Cost test to be applied at the program level for DSM, not the measure level, to ensure equitable access to services. The IG requests E1 to clarify definitions of 'program,' 'categories,' 'sector,' 'customer group,' and 'segments,' as well as historical program categorizations and components.

E1 Responses to Industrial Group (IG) Information Requests NON-CONFIDENTIAL (d) Please refer to part (a) of this IR response. 2 (e) Please refer to part (a) of this IR response. 4 (f) E1 (formerly Efficiency Nova Scotia Corporation) has fi...

AI summary E1 (EfficiencyOne) responds to Industrial Group (IG) information requests, referencing prior DSM Plan filings since 2011, including the 2012 DSM Plan, and directing to Attachment 1 for program details. The response cites part (a) for other queries and notes the transition from Efficiency Nova Scotia Corporation.

IG IR-06 Attachment 1: Programs and Program Components 2012-2025 2012 Efficient Product Rebates Appliance Retirement Lincient Froduct Repates Instant Savings Efficient Product Installation Existing Residential Home Energy Assessment Green...

AI summary This document outlines various energy efficiency programs and components from 2012 to 2025, including initiatives like Efficient Product Rebates, Home Energy Assessments, and the Mi'kmaw Home Energy Efficiency Project, as well as the evolution of the DSM Plan over time.

investment and the participants' cost). Each program in 2012 has a TRC value greater than 1.0, indicating that the lifetime benefits exceed the total cost."[1](#page-12-0) The Nova Scotia Utility and Review Board's (NSUARB) Decision on thi...

AI summary The NSUARB approved ENSC's request to apply the TRC test at the program level starting in 2012. The document discusses reasons why some measures with TRC ratios less than one may still be included in the DSM Plan, such as understated avoided costs, non-energy impacts, and market transformation benefits.

low-income customers. 1 Request IR-09: 2 3 Reference: EfficiencyOne 2023-2025 DSM Resource Plan Filing, Evidence, 4.2.4 Application of 4 Costs, Page 25 (Page 34/584 of PDF), Line 5 5 6 The avoided costs of transmission and distribution wer...

AI summary The text outlines information requests related to low-income customers, specifically concerning avoided transmission and distribution costs, carbon avoided costs, and fuel cost calculations. These requests are linked to EfficiencyOne's 2023-2025 DSM Resource Plan Filing, with responses directed to previous filings and responses by EfficiencyOne and the Industrial Group.

1 Request IR-12: 2 3 Reference: Evidence Page 35(Page 44/584 of PDF), Table 4 4 5 Please provide the calculations of the costs and cost differences. 6 7 Response IR-12: 8 - 9 Please refer to Table 1 below for the calculations related to th...

AI summary Request IR-12 seeks calculations of costs and cost differences, referencing Table 4. The response directs to Table 1 and Table 2, with Table 2 detailing DSM costs. The focus is on providing transparency in cost breakdowns related to demand-side management programs.

Table 1: Comparison of the DSM Cost to NS Power's Avg. Cost of Fuel Year DSM Cost Nova Scotia Power Aver Difference Between DSM & Fuel $ per kWh Change Change (%) $ per kWh Change Change (%) $ per kWh Fuel as % of DSM 2015 0.018 0.049 0.03...

AI summary Table 1 compares the cost of Demand Side Management (DSM) to Nova Scotia Power's average cost of fuel over several years, highlighting the difference between the two and the percentage of fuel cost relative to DSM cost. The data shows fluctuations in both costs and their respective changes over time.

1 Table 2: DSM Cost Calculation Year Investment ($ Millions) Lifetime Energy Savings (kWh) $ per kWh 2015 32.0 1,778.9 0.018 2016 30.8 1,972.3 0.016 2017 30.3 1,620.8 0.019 2018 34.0 1,778.6 0.019 2019 34.1 1,762.8 0.019 2020 28.4 1,361.3...

AI summary The document provides a table showing the investment, lifetime energy savings, and cost per kWh for Demand Side Management (DSM) from 2015 to 2021. It also includes a request and response related to the calculation of DSM costs and cost differences.

Request IR-14: Reference: EfficiencyOne 2023-2025 DSM Resource Plan Filing, Evidence, 4.2.4 Application of Costs, Page 39(Page 48/584 of PDF), Line 10 "[I]n contrast to leading American jurisdictions, in 2020 less than 2% of ratepayers' mo...

AI summary In 2020, NS Power spent 1.8% of total customer collections on DSM, specifically funds paid to EfficiencyOne under their 2020-2022 Supply Agreement. This figure does not include DSM costs for measures not funded by E1. The data is sourced from NS Power's 2020 Consolidated Financial Statements.

(b) Please refer to part (a) of this IR response. 1 Request IR-18: 2 3 Reference: EfficiencyOne 2023-2025 DSM Resource Plan Filing, Evidence, 4.2.4 Application of 4 Costs, Page 58 (Page 67/584 of PDF), Line 7 5 6 E1 proposes to spend $10 m...

AI summary EfficiencyOne (E1) proposes a $10 million investment in Demand Response (DR) pilot programming, citing collaborative work since 2019 to evaluate DR programs. E1 and NS Power have researched similar DR programs in other jurisdictions, including NB Power, Efficiency Vermont, and BC Hydro, among others. E1 also engaged Guidehouse for DR portfolio design. The response refers to detailed breakdowns in the Demand Response Roadmap and Technical Tables.

Table 1: Demand Response costs by category and year, including E1 and NS Power costs Cost Category 2023 2024 2025 Costs Costs Costs ($) ($) ($) Program Delivery 83,855 235,949 370,006 E1 Responses to Industrial Group (IG) Information Reque...

AI summary Table 1 presents the costs associated with Demand Response (DR) programs by category and year, including data from E1 and NS Power. The table includes categories such as Program Administrative, Marketing & Recruitment, Program Development, Technology Enablement, O&M, and Incentives, with increasing costs from 2023 to 2025.

2 Dollars Lifetime First-Year Lifetime Peak EE Available Total R esource Prog gram 2023-2025 Investment Benefits Energy Energy Demand DR Cost Te st (TRC) rator Cost 2023 2023 ($ million) ($ million) Savings Savings Savings Capacity incl. e...

AI summary The document presents a detailed financial and performance breakdown of various energy efficiency (EE) and demand response (DR) programs in Nova Scotia from 2023 to 2025, including investment amounts, energy savings, and cost metrics. It outlines program-specific data for residential, business, and institutional programs, along with enabling strategies and DR initiatives.

1 Table 1: Summary of Diverse and Underserved Communities by Sector Investment ($ million) Sector 2023 2024 2025 Total Residential - EE Programs 11.3 11.7 12.1 35.2 BNI - EE Programs 0.2 0.2 0.2 0.6 Demand Response Programs 0.0 0.2 0.2 0.5...

AI summary Table 1 summarizes the investment in energy efficiency and demand response programs across different sectors for the years 2023 to 2025. The residential and BNI sectors show increasing investments, while demand response programs also show slight growth.

- (b) Please refer to part (a) of this IR response. Request IR-24: Reference: EfficiencyOne 2023-2025 DSM Resource Plan Filing, Appendix A - 2023-2025 DSM Plan, 7. Enabling Strategies, Page 124 (Page 222/584 of PDF) "Historically, E1 has i...

AI summary EfficiencyOne (E1) has historically invested 10% of its total DSM Portfolio investment in Enabling Strategies. The response to IR-24(a) refers to Table 1 for the allocation of Enabling Strategies for each year of the 2023-2025 DSM Plan, using a methodology based on the percentage of program costs. No Education and Outreach costs were allocated to industrial classes in this plan.

1 Table 1: Allocation of Enabling Strategies by Rate Class Methodology Development & Research / Other Enabl ling Allocation using Total Program Costs P Rate Class 2023 2024 2025 Residential/Charitable (2,3,4) 54% 54% 55% Small General (10)...

AI summary The text presents tables showing the allocation of enabling strategies by rate class methodology for development, research, and education and outreach in 2023, 2024, and 2025. The allocation percentages vary by rate class, indicating a distribution of resources among different customer segments.

Table 1: Settlement Plan – Allocation of 2023-2025 DSM Expenditures by Rate Class ($ millions) Progr ram costs by part icipating rate clas s Program Efficient Product Rebates RES Existing Residential New Residential Efficient Product Rebat...

AI summary The table outlines the allocation of 2023-2025 DSM expenditures by rate class, showing program costs across residential, industrial, and other categories. E1 has responded to information requests from the Industrial Group (IG) regarding these expenditures.

Table 2: Settlement Plan – Allocation of 2023 DSM Expenditures by Rate Class ($ millions) Prog ram costs by part icipating rate clas s Program Efficient Product Rebates RES Existing Residential New Residential Efficient Product Rebates BNI...

AI summary Table 2 outlines the allocation of 2023 Demand Side Management (DSM) expenditures by rate class, showing the distribution of costs for various programs and strategies across residential, general, industrial, and municipal sectors in millions of dollars.

1 Table 5: Alternate Scenario –Allocation of 2023-2025 DSM Expenditures by Rate Class ($ millions) Prog ram costs by part icipating rate clas s Program Efficient Product Rebates RES Existing Residential New Residential Efficient Product Re...

AI summary Table 5 presents an alternate scenario for the allocation of 2023-2025 Demand Side Management (DSM) expenditures by rate class, detailing program costs, education and outreach, development and research, and other enabling strategies across various residential, industrial, and municipal categories.

3 Table 6: Alternate Scenario – Allocation of 2023 DSM Expenditures by Rate Class ($ millions) Prog ram costs by part icipating rate clas 5 Program Efficient Product Rebates RES Existing Residential New Residential Efficient Product Rebate...

AI summary Table 6 outlines the allocation of 2023 Demand Side Management (DSM) expenditures by rate class, detailing costs for various programs such as efficient product rebates, direct installation, and education & outreach across residential, industrial, and other rate classes.

5 Table 7: Alternate Scenario – Allocation of 2024 DSM Expenditures by Rate Class ($ millions) Prog ram costs by part icipating rate clas s Program Efficient Product Rebates RES Existing Residential New Residential Efficient Product Rebate...

AI summary Table 7 outlines the allocation of 2024 Demand Side Management (DSM) expenditures by rate class in millions of dollars. It details program costs across different categories such as efficient product rebates, direct installation, and enabling strategies, along with total costs for each rate class.

1 Table 8: Alternate Scenario – Allocation of 2025 DSM Expenditures by Rate Class ($ millions) Progr ram costs by part icipating rate clas s Program Efficient Product Rebates RES Existing Residential New Residential Efficient Product Rebat...

AI summary Table 8 outlines the allocation of 2025 Demand Side Management (DSM) expenditures by rate class in millions of dollars. The data includes program costs, education and outreach, development and research, and other enabling strategies, with different rate classes showing varying levels of spending.

- 4 funding is set at 12% of the investment. 1 Request IR-26: 2 3 Reference: EfficiencyOne 2023-2025 DSM Resource Plan Filing, Appendix A, Page 117, Table 55 4 and Table 56, Page 118 (Page 216/584 of PDF) 5 6 Description of Direct Load Con...

AI summary The text discusses EfficiencyOne's (E1) approach to setting demand response (DR) incentives, particularly for direct load control (DLC) programs. It outlines that incentive levels are based on the value provided by the resource and customer engagement factors. Residential and BNI customers receive the same incentives for water heater DLC, but BNI customers receive higher incentives for smart thermostat DLC due to higher load control potential.

Date Filed: April 29, 2022 E1 (IG) IR-26 Page 2 of 2 1 Request IR-27: 2 3 Reference: Customers receive an annual payment to participate in DR events Appendix A, Page 4 118, Table 56 (Page 216/584 of PDF) 5 6 Re Program Component Pathways:...

AI summary The document discusses a request regarding how additional energy payments for demand response (DR) events are calculated, whether residential customers would receive similar payments, and how NS Power would recover these payments. The response clarifies that the BNI curtailment DR offering includes both capacity and energy payments, with incentives based on performance during event days.

no events are called the customer would typically be compensated based on their nominated load. Incentive payment structure, and measurement and verification (M&V) plan will be finalized as part of the implementation plan for demand respon...

AI summary The text outlines the incentive payment structure for demand response (DR) programs, including an example calculation for BNI curtailment. Residential customers are not eligible for BNI curtailment, but they may participate in other DR offerings. E1 expects NS Power to recover DR program expenditures similarly to other DSM costs.

1 Request IR-28: 2 3 Reference: Evidence Appendix A, Page 121(Page 219/584 of PDF), Table 57, footnote e and 4 Page 123 (Page 221/584 of PDF), Table 59 5 6 (a) Please provide the calculations and source material for the 10—Year Levelized U...

AI summary The document outlines a request for information regarding the 10-Year Levelized Unit Cost of demand response (DR) programs and their relationship to payments to DR customers. The response refers to an attachment containing calculations and source material, and notes that the levelized cost includes administrative and incentive costs, with specific figures provided for the Settlement Plan and Alternate Scenario.

- 5 found as follows, and assume $40 million in DSM spending for 2022: 2022 2023 2024 Domestic Service Tariff Fuel 0.0% 0.0% 0.0% Non-Fuel 3.3% 3.3% 3.2% Total 3.3% 3.3% 3.3% Small General Tariff Fuel 0.4% 0.3% 0.3% Non-Fuel 3.3% 3.4% 3.4%...

AI summary The text presents a table showing percentage changes for various tariff classes from 2022 to 2024, along with a question regarding the cost implications of proposed increases in DSM costs, allocation, and recovery. The question is directed to E1 in response to an information request from the Industrial Group.

Category Description of Target Segment Dedicated Program Components Other Support & Resources Industrial Industrial includes businesses that produce goods within Nova Scotia, such as: Strategic Energy Management & Energy Management Informa...

AI summary The text discusses the proposed 2023-2025 DSM Plan and the changes compared to the previous 2020-2022 DSM Plan. It outlines categories of changes, including additions, removals, and recharacterizations of measures, and references EfficiencyOne's (E1) response and supporting documents for further details.

measures when they no longer provide cost-effective savings, they no longer require support for adoption, or for other strategic advantages to the portfolio. When performing measure characterizations for input into the DSM Plan model, E1 m...

AI summary E1 is refining its approach to measure characterizations in the DSM Plan model, using more granular data to improve accuracy, reflecting changes in programs and greater historical data availability compared to previous plans.

DSM INCENTIVE, PAYBACK & NET PRESENT VALUE CALCULATIONS - DSM initiatives range from simple bulb replacements, appliance removals, rebates on new - appliances to complicated residential, commercial and institutional retrofits, as well as -...

AI summary The document discusses the diversity of Demand Side Management (DSM) initiatives, ranging from simple bulb replacements to complex retrofits, with varying capital costs, administration expenses, and life expectancies. A chart is referenced to summarize building-level DSM considerations.

programs : Expected Lifespan of Investment - DSM initiatives Typical Examples Item Years Building Envelope Exterior Wall Insulation 50-80 Windows 50 Mechanical Equipment High efficiency Pumps 5 to 10 Insulated electric resistance hot water...

AI summary The document presents a table outlining the expected lifespans of various energy efficiency and renewable energy technologies used in DSM initiatives, with examples such as insulation, heat pumps, and solar panels. It also references responses to information requests from the Investment Property Owners Association of Nova Scotia (IPOANS).

Please comment on the pros and cons of using a lifecycle approach to DSM benefits and incentive calculations. As part of this, please comment on using a multi-year savings approach that reflects the anticipated lifespan of the initiative v...

AI summary The response discusses the use of a lifecycle approach for DSM benefits and incentive calculations, emphasizing that lifetime savings are more important for portfolio decisions than individual measure incentives. E1 uses the Total Resource Cost (TRC) test and Balanced Plan Principles to balance short-term and long-term benefits, program costs, and stakeholder input.

E1 Responses to Investment Property Owners Association of Nova Scotia (IPOANS) Information Requests NON-CONFIDENTIAL the lifetime savings that each measure provides. Measures with long lifetimes tend to be building envelope measures, and t...

AI summary E1 explains its DSM program design, emphasizing incentives to overcome customer barriers for high-efficiency technologies rather than prioritizing long-term savings. It balances measure lifetimes, delivery channels, and participation rates to meet energy savings targets within budget. High incentives for high-barrier measures are justified due to their cost-effectiveness in driving adoption.

E1 Responses to Investment Property Owners Association of Nova Scotia (IPOANS) Information Requests NON-CONFIDENTIAL 1 Request IR-05: 2 3 ENERGY SAVING VS. SELF GENERATION - DISTINCTIONS 4 5 If there are distinctions made between these dif...

AI summary The document outlines a response to an information request regarding distinctions between energy saving and self-generation in DSM calculations and incentives, directing the requester to a previous response for details.

E1 Responses to Investment Property Owners Association of Nova Scotia (IPOANS) Information Requests NON-CONFIDENTIAL E1 wishes to note that energy shifting, as described in the question, may be a means of producing winter peak demand savin...

AI summary E1 clarifies that energy shifting reduces winter peak demand but not annual energy use. It supports demand-saving measures via the Custom program, including battery projects, and references the 2019 DSM Plan and 2023-2025 DSM Plan's DR program. Neothermal Energy Storage Inc. is noted as a monitored technology developer.

iii) Low Technology E1 currently offers rebates for both residential and Business, Non-Profit & Institutional (BNI) customers for electric thermal storage systems. Rebates are offered for various system sizes, ranging from room units to la...

AI summary E1 provides rebates for electric thermal storage systems and hot water energy storage, with cost assumptions from the 2019 DSM Potential Study. Demand response (DR) initiatives, including a pilot with NS Power, are highlighted as part of E1's programs for 2023-2025. Technical analyses and industry consultations support these measures.

E1 Responses to Investment Property Owners Association of Nova Scotia (IPOANS) Information Requests NON-CONFIDENTIAL For domestic hot water-based direct load control, Guidehouse has provided an estimate of total savings within the 2023-202...

AI summary E1 provides estimates for energy efficiency programs, including direct load control and behind-the-meter battery control, along with their associated costs, benefits, and TRC ratios. These are compared to the overall energy efficiency portfolio, which includes a significant investment with corresponding ratepayer benefits and a TRC ratio of 2.9.

E1 Responses to Investment Property Owners Association of Nova Scotia (IPOANS) Information Requests NON-CONFIDENTIAL 1 Request IR-11: 2 3 ENERGY STORAGE : 4 5 To what degree have energy load shifting technologies been investigated and anal...

AI summary EfficiencyOne (E1) responds to IPOANS' inquiry about energy storage and load shifting technologies as part of demand side management (DSM) strategies. E1 currently offers incentives for demand-focused measures and includes seasonal or diurnal energy storage in its programs, while continuously evaluating opportunities for additional rebate support.

Request IR-01: Reference: Evidence, page 3, lines 5-13. "E1 developed its Settlement Plan over the course of a comprehensive and transparent stakeholder engagement process, ensuring that all ratepayer classes were given the opportunity to...

AI summary E1's Settlement Plan was developed through extensive stakeholder engagement, including DSMAG sessions and input from ratepayer classes. The response confirms no preclusive Settlement Agreement exists and details engagement activities. Questions focus on stakeholder input incorporation, changes post-NS Power's rate application, and meeting minutes.

E1 Responses to Municipal Electric Utilities (MEU) Information Requests NON-CONFIDENTIAL • Synapse Energy Economics (consultant to the NSUARB); • NS Power; • Industrial Group (IG); • Province of Nova Scotia; • Assembly of Mi'kmaw Chiefs; •...

AI summary EfficiencyOne (E1) responded to Municipal Electric Utilities (MEU) information requests, detailing engagement with the Demand Side Management Advisory Group (DSMAG) and collaboration with NS Power. E1 confirmed using the Federal Carbon Pollution Pricing Benchmark for avoided carbon costs and referenced prior responses to other information requests. The text also mentions confidentiality of DSMAG materials and references to specific settlement plan cost-effectiveness data.

E1 Responses to Municipal Electric Utilities (MEU) Information Requests NON-CONFIDENTIAL differential in costs and avoided emissions that would be applicable to any energy and demand savings that occur in those service territories? If so,...

AI summary EfficiencyOne (E1) did not consider MEU-specific avoided cost methodologies in the 2023-2025 DSM Plan. Instead, NS Power provides standardized avoided cost estimates (fuel and infrastructure) to E1 for DSM planning, per NSUARB guidelines. E1 refers to prior responses regarding NSUARB IR-13 for further details.

1 Table 1: Energy Efficiency (EE) Programs Cumulative Demand Savings by Rate Class(kW) 1 Request IR-03: 2 3 Reference: Evidence, page 11, line 11. "Avoided costs of transmission and distribution were 4 provided by NS Power in 2021." 5 6 Qu...

AI summary The document includes requests for information regarding avoided transmission and distribution costs from EE programs, as well as the impact of DSM spending on transmission and distribution projects. Responses indicate that E1 has not received details on specific projects from NS Power. Additionally, a new demand response (DR) portfolio item is mentioned, which is expected to contribute to system-peak demand savings.

E1 Responses to Municipal Electric Utilities (MEU) Information Requests NON-CONFIDENTIAL Rate Class Demand Response Program Unmetered 0 Total 17,861 1

AI summary The document provides a summary of demand response program participation across different rate classes, highlighting that only 0 participants are in the unmetered rate class, while the total number of participants is 17,861.

(b) As part of the 2023-2025 DSM Plan, E1 has assumed no participation from the Municipal Rate Classin the Demand Response program therefore there was no allocation of DR costs estimated. To realize system benefits, Demand Response resourc...

AI summary E1 has assumed no participation from the Municipal Rate Class in the Demand Response program as part of the 2023-2025 DSM Plan, leading to no allocation of DR costs. Demand Response resources must be controlled by the utility, and E1 acknowledges that MEUs, not NS Power, should control DR for their customers. Collaboration between E1 and MEU within this program may be possible.