Topic:"Demand Side Management" in M11630

2023 DSM Annual Progress Report FILED April 1, 2024

AI summary The 2023 DSM Annual Progress Report was filed on April 1, 2024. The document contains no substantive text beyond the heading and a referenced image, suggesting it may be incomplete or under development.

1. EXECUTIVE SUMMARY - EfficiencyOne ("E1") delivers demand side management ("DSM") programs and is the - administrator and operator of the Efficiency Nova Scotia ("ENS") franchise. The 2023 Annual - Progress Report ("APR") summarizes E1's...

AI summary EfficiencyOne (E1) reports on its 2023 progress toward DSM targets set by the NSUARB, including energy and peak demand savings. The 2023-2025 plan, approved with a $173M investment, requires achieving four performance targets. E1 achieved 32% of its energy savings goal and 35% of its peak demand savings goal in 2023, forecasting full target achievement by 2025.

2. 2023 PLAN AS APPROVED AND 2023 MID-COURSE TARGETS 2023 Plan targets are 120.7 GWh of incremental annual net energy savings, 26.9 MW of annual net peak demand savings, and 3.0 MW of available capacity, within an investment of $53.1 milli...

AI summary The 2023 Plan targets 120.7 GWh energy savings, 26.9 MW peak demand savings, and 3.0 MW capacity with a $53.1M investment. E1 adjusted mid-course targets in Q1 2023 to align with the plan, incorporating market trends and evaluations.

3. 2023 PORTFOLIO RESULTS - In comparison to E1's 2023 mid-course targets, E1 achieved the following results: - 131.6 GWh of incremental annual net energy savings (109% of the mid-course adjusted target of 120.7 GWh); - 27.6 MW of annual n...

AI summary E1 exceeded 2023 mid-course energy efficiency targets by 109% for net energy savings and 103% for peak demand savings, driven by strong campaign performance and the Canada Greener Homes Grant. The Residential Behaviour program was delayed until 2024, while New Home Construction met targets. Affordability programs achieved 65% of their energy savings goals.

Table 1: 2023 Results to 2023 Plan as Approved, 2023 Mid-Course Adjustments, and 2023 Year-End Forecast 2023 First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak EE Demand Savings (MW) Investment ($ million) Available Capacit...

AI summary Table 1 presents a comparison of 2023 results, mid-course adjustments, and year-end forecasts for energy savings, investment, and capacity across various programs and initiatives. The table includes metrics such as first-year and lifetime energy savings, peak demand savings, investment amounts, and available capacity.

2023 Plan as Approved refers to the investment and savings targets as provided in the 2023-2025 DSM Resource Plan Compliance filing. See M10473, 2023-2025 DSM Resource Plan Compliance Filing, Appendix C, Schedule E, at page 40, October 4,...

AI summary The 2023-2025 DSM Resource Plan Compliance filing outlines investment and savings targets, with the NSUARB approving the plan in November 2022. Program status is compared against year-end forecasts and mid-course targets, with variances indicated by color codes. The 2023 year-end forecast is based on E1's Q3 2023 DSM report. Low-income participation and demand response results are highlighted, with some data pending verification.

Table 2: 2023 Participation Iable Table 2. 2023 Participation Partici pation Results Unit 2023-2025 Plan as Approved 2023 Plan as Approved 2023 Mid-Course (MCA) 2023 Results % of 2023 Results to MCA % of 2023 Results to 2023 Plan as Approv...

AI summary Table 2 presents participation data for various energy efficiency programs in 2023, including Efficient Product Rebates, Appliance Retirement, and Home Energy Assessments. The data compares actual results to the 2023 Plan as Approved and the 2023 Mid-Course Adjustment (MCA). Most programs exceeded their MCA targets, with some significantly surpassing the approved plan.

3.3 2023 Expenditures In 2023, E1's total expenditures were $45.3 million, $7.8 million or 15% below the mid-course adjusted planned spending levels of $53.1 million. [Figure 1](#page-11-1) below provides a breakdown of 2023 DSM expenditur...

AI summary In 2023, E1's total expenditures were $45.3 million, $7.8 million below the mid-course adjusted planned spending of $53.1 million. The underspend was primarily due to lower-than-anticipated savings in several program components, leading to reduced incentive costs in areas such as Affordable Single-family Homes, Residential Behaviour, Small Business Energy Solutions, and Custom programs.

4. FORECAST FOR 2023-2025 DSM PLAN PERIOD - E1's three-year Plan forecast provides additional insight on the DSM Plan implementation after - the first year. For 2023, the three-year Plan forecast reflects E1's 2023 actual savings results a...

AI summary E1's 2023-2025 DSM Plan forecast outlines continued focus on DSM programs, reinvestment of 2023 underspend into 2024 and 2025 activities, and plans to expand delivery capacity for affordable housing programs. Mid-course adjustments will be reported to the NSUARB.

1 Table 4: 2023-2025 DSM Plan Period Forecast 2023-2025 D SM Plan Peri iod Forecast Plan Year Energy Savings (GWh) Demand Savings (MW) Available Capacity (MW) Energy Savings applicable to Affordable Single-family Homes, Affordable Multi-fa...

AI summary Table 4 presents the 2023-2025 DSM Plan Period Forecast, showing energy and demand savings, available capacity, and expenditures. The plan as approved and forecasted results are compared, with variances noted. The cumulative results meet or exceed targets, with a 103% achievement of the energy savings target and 100% for other metrics.

5. 2023 PROGRAM RESULTS - This section provides an overview of 2023 results and activities for E1's Residential and BNI sector - programs including: - evaluation activities; - program results and highlights; - discussion of program varianc...

AI summary This section outlines E1's 2023 program results for Residential and BNI sectors, including evaluation activities, savings outcomes for underserved communities, variance explanations for programs deviating by 25% from mid-course targets, and Enabling Strategies. Program rate class results are detailed in Attachment 1.

18 Table 5: 2023 Residential Efficient Product Rebates RESIDENTIAL EFFICIENT PRODUCT REBATES (2023) Residential Efficient Product Rebates Energy Savings (GWh) Demand Savings (MW) Expenditure ($ million) 2023 Results 13.2 1.7 5.3 2023 MCA T...

AI summary Residential Efficient Product Rebates exceeded 2023 mid-course adjusted targets for energy and demand savings due to higher uptake in the Instant Savings program and increased sales of high unitary demand savings products like room air purifiers. Expenditures rose above planned spending due to increased sales of high unit cost items (e.g., dishwashers and dehumidifiers).

Instant Savings Highlights - Instant Savings ran two successful campaigns with higher-than-anticipated uptake and strong campaign savings results. - o The spring campaign ran from March 31 to May 29 at 163 store locations across the provin...

AI summary Instant Savings conducted successful spring and fall campaigns with high participation and strong savings outcomes. Campaigns included 240+ in-store events across 163+ locations, with LED lighting, dehumidifiers, and ENERGY STAR dishwashers as top-selling products. E1 administers HomeWarming programs with provincial funding and DSM funds covering appliance costs for non-electric homes.

Affordable Multi-family Housing and Non-Profit Organizations Highlights - Affordable Multi-family Housing saw strong participation and savings results in 2023, as 79 projects completed, reaching its highest level of participation since lau...

AI summary Affordable Multi-family Housing in Nova Scotia achieved record participation in 2023 with 79 completed projects, driven by outreach and co-funding. Rising costs prompted rebate adjustments, though some participants withdrew due to lower-than-expected rebates. The program targeted co-ops to avoid split-incentives and used digital marketing to boost engagement.

Efficient Product Installation Highlights - The average number of Efficient Product Installation products installed per home in 2023 was 15.8, consistent with recent years.[11](#page-24-0) LEDs remained the most prevalent measure type, acc...

AI summary In 2023, 15.8 efficient products per home were installed, with LEDs dominating at 77%. Smart thermostats for mini-split heat pumps remained popular, though E1 paused smart baseboard thermostat trials due to lower revenue and competition. Window film kits were introduced in Q3. Marketing campaigns and community blitzes drove participation, with 11 events held province-wide.

5 Table 7: 2023 New Residential NEW RESIDENTIAL (2023) New Residential Energy Savings (GWh) Demand Savings (MW) Expenditure ($ million) 2023 Results 5.3 1.9 2.0 Date Filed: April 1, 2024 Page 25 of 44 NEW RESIDENTIAL (2023) 2023 MCA Target...

AI summary The 2023 New Residential program exceeded its mid-course adjusted energy and demand savings targets, with 816 projects completed by year-end. E1 and its partners achieved 5.3 GWh energy savings, 1.9 MW demand savings, and $2.0 million in expenditures, surpassing planned spending. The program's performance highlights successful execution despite challenges.

Program Component - The New Home Construction program component aims to encourage homeowners and builders to exceed energy efficiency building code requirements in new home constructions by providing modelling support for a participating h...

AI summary The New Home Construction program component, part of Efficiency Nova Scotia's DSM Plan, aimed to incentivize energy efficiency in new homes through modelling support and tiered incentives. The program ended on December 31, 2023, with its wind-up detailed in E1's 2023-2025 DSM Plan.

1 5.3 Business, Non-Profit and Institutional (BNI) Sector Results - 2 The BNI sector is comprised of the following programs: - 3 Efficient Product Rebates; - 4 Custom Incentives; and - 5 Direct Installation. 6 10 7 In 2023, the BNI sector...

AI summary In 2023, the BNI sector achieved 71.4 GWh energy savings and 10.9 MW demand savings, exceeding mid-course adjusted targets. E1's Energy Manager initiative supported organizations in identifying efficiency projects, with six placements partially funded by DSM. Variance explanations were provided for programs deviating by 25% from targets.

1 5.3.2 Custom Incentives - 2 The Custom Incentives program consists of the following two program components: - 3 Custom; and 5 4 • Strategic Energy Management.

AI summary The Custom Incentives program includes two components: Custom and Strategic Energy Management. The text outlines program structure but does not detail specific arguments or stakeholder positions.

6 Table 9: 2023 Custom Incentives CUSTOM INCENTIVES (2023) Custom Incentives Energy Savings (GWh) Demand Savings (MW) Expenditure ($ million) 2023 Results 25.1 3.4 6.3 2023 MCA Target 25.7 5.6 7.3 • Custom Incentives fell slightly short of...

AI summary Table 9 outlines the 2023 Custom Incentives results, showing that energy savings slightly missed the mid-course adjusted target and demand savings fell short of the target. The demand savings shortfall is noted but not fully explained in the excerpt.

Program Components / Offerings - The Custom program component provides large business, non-profit and institutional participants with technical assistance and financial incentives to help reduce electricity consumption and demand and inclu...

AI summary The Custom program offers technical assistance and incentives to large businesses for energy reduction, including Retrofit, Building Optimization, Pay-for-Performance, and New Construction. Strategic Energy Management (SEM) focuses on operational changes for long-term energy savings. EMIS was merged into SEM per the 2023-2025 DSM Plan, though no EMIS funding applications were made. Efficiency Nova Scotia (E1) and the NSUARB are involved.

Custom Highlights - Rising costs of equipment, interest rates, project cost increases, and contractor and labour shortages slowed the progression of projects in Custom New Construction, resulting in fewer than expected project closures in...

AI summary Rising project costs, interest rates, and labor shortages slowed project closures in Custom New Construction in 2023. Incentive rates for Custom Retrofit and Pay-for-Performance (P4P) were increased in Q3 and Q4 to address rising costs and improve participation. P4P projects, which take up to two years, began in 2023 and are expected to generate savings in 2024 and 2025. Six Building Optimization projects reported savings in 2023.

4 Table 10: 2023 Direct Installation DIRECT INSTALLATION (2023) Direct Installation Energy Savings (GWh) Demand Savings (MW) Expenditure ($ million) 2023 Results 7.5 1.5 4.9 2023 MCA Target 11.9 2.1 6.7 19 E1 2023 DSM Programs Evaluation R...

AI summary Table 10 presents the 2023 Direct Installation results, showing energy savings of 7.5 GWh, demand savings of 1.5 MW, and expenditures of $4.9 million, compared to the 2023 MCA target of 11.9 GWh, 2.1 MW, and $6.7 million. The data is sourced from Efficiency Nova Scotia's 2023 DSM Programs Evaluation Reports.

Program Component - The Direct Installation program is comprised of the Small Business Energy Solutions program component. Small Business Energy Solutions offers small businesses incentives and resources to encourage them to make energy ef...

AI summary The Direct Installation program includes the Small Business Energy Solutions initiative, offering incentives for energy upgrades. Participants can choose between an audit or DIY path, with contractor options. E1 launched a Commercial Direct Install pilot in 2021, providing free efficient measures like LED bulbs and hot water tank wraps, continuing through 2023.

2 5.4 Demand Response Program Results 3 E1 launched its Demand Response program in Q1 2023, an initiative outlined in the 2023-2025 4 Plan. The Demand Response program aims to expand upon the direct load control and BNI 5 curtailment pilot...

AI summary E1 launched its Demand Response program in Q1 2023 as part of the 2023-2025 Plan, building on previous pilots. Although initial results missed the target, E1 is implementing strategies to increase participation and achieve the DSM Plan target of 17.9 MW of available capacity.

14 Table 11: 2023 Demand Response DEMAND RESPONSE (2023) Demand Response Available Demand Response Capacity (MW) Expenditure ($ million) 2023 Results 2.4 1.9 2023 MCA Target 3.0 1.9 Date Filed: April 1, 2024 Page 32 of 44 23 Since 2019, E1...

AI summary This text discusses the 2023 Demand Response results, including available capacity and expenditure, and mentions collaboration between E1 and NS Power through a working group since 2019. Progress reports from E1 are referenced for 2020, 2021, and 2022.

DEMAND RESPONSE (2023) - Results reflect available capacity achieved during the peak period of December 1, 2022 through to February 28, 2023 (operational period). - E1 did not meet its 2023 mid-course available capacity target. (Note: E1's...

AI summary Efficiency Nova Scotia (E1) failed to meet its 2023 mid-course available capacity target during December 2022–February 2023, primarily due to issues with the BNI Demand Response program and lower-than-expected aggregator participation. Factors included participant withdrawals, operational opt-outs, and late enrollments.

Program Components - The Residential Demand Response program component aims to help facilitate a more flexible residential load that provides residential customers with economic incentives and more visibility and control of their loads. E1...

AI summary The Residential and BNI Demand Response programs aim to enhance load flexibility through economic incentives and customer control. E1 is evaluating pathways like battery control, CPP rates, EV charging, and direct load control for residential customers, while BNI customers may see battery control, curtailment, and direct load management. These initiatives seek to improve grid efficiency and customer engagement.

2023 Demand Response Residential Highlights - In Q1 2023, the Domestic Hot Water Direct Load Control (DLC) became a permanent demand response offering after running as a pilot in the 2021/2022 utility peak period. This offering involved th...

AI summary In 2023, NS Power's Domestic Hot Water Direct Load Control (DLC) became a permanent demand response program, achieving 0.05 MW capacity in the 2022/23 peak period. E1 paused DLC installations in Q2 2023 due to quality concerns, removing 104 devices and planning to remove 29 more in 2024. The supplier will cover removal and reinstallation costs, ensuring no program cost increases.

Demand Response BNI Highlights - As noted above, Aggregator results were lower than anticipated due to the following factors: - o two participants withdrew just prior to the start of the 2022/23 season; - o some participants opted out of s...

AI summary The Demand Response BNI Highlights outline reasons for lower-than-expected aggregator results in the 2022/23 season, including participant withdrawals and operational constraints. Recruitment efforts for the 2023/24 season were successful, with 39 new customers signing up. E1 increased the incentive rate to $100/kW to boost participation and oversubscribed capacity to account for potential underperformance.

5 2023 Plan as Approved 2023 Mid-Course Adjustment 2023 Forecast (Year-End) 2023 Results Program Components First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Investment ($ million) Participation (#) Fir...

AI summary The table presents energy savings, participation, and investment data for various energy efficiency programs in Nova Scotia for 2023, including Affordable Multi-family Housing, Affordable Single-family Homes, and the Mi'kmaw Home Energy Efficiency Project. The data includes approved plans, mid-course adjustments, forecasts, and results.

1 Table 13: 2023 Results Applicable to Low-Income and Underserved Communities, Non-Targeted Programs 2023 Plan Performance Indicators 2023 Mid-Course Adjustments 2023 Forecast (Year-End) 2023 Results BNI Custom3 0.0 0.0 0.0 0.0 0 1.9 34.9...

AI summary Table 13 outlines the 2023 results for low-income and underserved communities under non-targeted programs, including performance indicators and mid-course adjustments for initiatives such as BNI Custom, Direct Installation, and Small Business Energy Solutions. The data highlights program participation and outcomes.

1 5.6 Enabling Strategies - 2 The Enabling Strategies component in the 2023-2025 DSM Plan focuses on the following three - 3 categories: - 4 Education and Outreach; - 5 Development and Research; and - 6 Other Enabling Strategies. 7 8 [Tabl...

AI summary The 2023-2025 DSM Plan's Enabling Strategies component includes three categories: Education and Outreach, Development and Research, and Other Enabling Strategies. Table 14 highlights E1's 2023 Enabling Strategy activities, focusing on initiatives to support demand-side management goals.

10 Table 14: 2023 Enabling Strategies

AI summary Table 14 outlines 2023 enabling strategies, involving Efficiency Nova Scotia (ENS) and the Nova Scotia Utility and Review Board (NSUARB). Key acronyms include DSM (Demand Side Management) and E1 (Efficiency Nova Scotia). The table likely addresses energy efficiency and regulatory initiatives.

Other Enabling Strategies Other Enabling Strategies activities included: Efficiency Preferred Partners Date Filed: April 1, 2024 Page 40 of 44

AI summary The 'Other Enabling Strategies' section lists activities including 'Efficiency Preferred Partners,' with the document dated April 1, 2024, on page 40 of 44. No further details or claims are provided in the excerpt.

Regulatory Affairs - Engagement with regulatory stakeholders and the DSM Advisory Group (DSMAG) including: - o DSMAG meeting on the 2022 Annual Progress Report and 2022 Evaluation Reports and facilitation of DSMAG process to consider these...

AI summary The document outlines engagement activities with regulatory stakeholders and the DSM Advisory Group (DSMAG), including meetings on the 2022 Annual Progress Report, development of DSM cost-effectiveness testing methodology, and planning for the 2026-2030 DSM Plan. E1's Residential Behaviour program and evaluation processes are highlighted.

E1 filed the following reports with the NSUARB: - o E1 Reply to stakeholder comments on the 2022 Rate and Bill Impact Analysis Report; - o a data sharing agreement that will govern the use of E1 customer data for the purpose of facilitatin...

AI summary E1 submitted multiple reports to NSUARB, including rate analysis, data sharing agreements, financial statements, and DSM evaluations. Activities also included participation in NS Power's IRP process, technical conferences, and planning for future DSM resource plans, alongside ongoing evaluation implementation.

2 5.7 Additional 2023 Performance Indicators 1 - 3 The NSUARB approved additional Performance Indicators as identified in the Supply - Agreement. 28 4 In 2023, results of E1's additional Performance Indicators are as follows: - 5 Total lif...

AI summary The NSUARB approved additional performance indicators under the Supply Agreement. In 2023, E1 achieved a total lifetime ratepayer benefit of $211.2 million from energy and demand savings, and a Customer Satisfaction Index of 90.4, with 84% awareness of Efficiency Nova Scotia.

5.8 Incentive Variance Analysis In the NSUARB's Decision on the 2023-2025 DSM Plan, E1 was directed to "identify any instances where E1 has adjusted the per unit incentive amount for a measure by more than 10% from the amount included in i...

AI summary The NSUARB directed E1 (Efficiency Nova Scotia) to report instances where per-unit incentive adjustments exceeded 10% in its 2023-2025 DSM Plan. No such adjustments occurred in Q4 2023, confirming compliance with the directive.

5.9 Avoided CO2e emissions On a proactive basis, E1 provides the annual net avoided CO2e emissions from DSM measures installed during each Plan year. Using the most recent NS Power emissions intensity data, E1's Evaluation Consultant ident...

AI summary Efficiency Nova Scotia (E1) reports that demand-side management (DSM) measures installed in 2023 are estimated to avoid 72,613 tonnes of annual CO2e emissions using NS Power's emissions intensity data. This data is part of E1's annual reporting on avoided emissions from DSM initiatives.

6. CONCLUSION In 2023, E1 achieved 131.6 GWh of incremental annual net energy savings (109% of the mid- course adjusted target of 120.7 GWh), 27.6 MW of annual net peak demand savings (103% of the mid-course adjusted target of 26.9 MW), 2....

AI summary In 2023, E1 (Efficiency Nova Scotia) achieved 109% of its mid-course adjusted energy savings target but fell short on two targets. Despite this, E1 remains committed to meeting its 2023-2025 contractual performance targets and plans to submit mid-course adjustments by Q1 2024. Total expenditures were 85% of the mid-course adjusted budget.

Attachment 1: 2023 Rate Class Results

AI summary Attachment 1 details the 2023 Rate Class Results analyzed by the NSUARB, focusing on regulatory proceedings involving demand-side management (DSM) programs and Efficiency Nova Scotia (ENS). The document outlines key rate class outcomes and associated stakeholder inputs.

2023 Rate Class Expenditures E1 reports on planned and actual DSM expenditures by rate class to aid in cost recovery allocations.[34](#page-48-0) Annual mid-course planned expenditures per rate class are established using E1's mid-course a...

AI summary E1 reports on planned and actual DSM expenditures by rate class in 2023, showing 85% of mid-course planned expenditures were achieved. Variations in spending across rate classes are attributed to different program activities and customer participation. A 2015 NSUARB Order directed NS Power to file its proposed accounting treatment and cost recovery for DSM programs.

1 Table 1: 2023 Planned and Actual DSM Expenditures by Rate Class 2023 Expenditures by Rate Class Rate Class 2023 Plan as Approved ($ million) 2023 Mid-Course Planned Expenditures ($ million) Actual 2023 Expenditures ($million) 2023 Expend...

AI summary The table shows the planned and actual 2023 expenditures by rate class for the DSM program. Expenditures varied across rate classes, with some exceeding planned amounts and others falling short. The data is based on the 2023-2025 DSM Resource Plan Compliance filing approved by the NSUARB.

5 Table 2: 2023 Residential Efficient Product Rebates Rate Class Results Residential Efficient Product Rebates (2023) First-Year Lifetime Peak Energy Energy Demand Expenditures Units Savings Savings Savings ($ million) Rebated (#) (GWh) (G...

AI summary Table 2 presents the 2023 Residential Efficient Product Rebates Rate Class Results, showing energy savings, expenditures, and units rebated across different rate classes. The data highlights the impact of the BNI Efficient Product Rebates program in reducing energy consumption and demand.

1 Table 3: 2023 Existing Residential Rate Class Results Existing Residential (2023) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Expenditures ($ million) Housing Units / Products (#) Residential/Ch...

AI summary Table 3 presents 2023 residential rate class results, including energy savings, peak demand savings, expenditures, and the number of housing units or products. The data highlights the impact of various residential and industrial rate classes on energy efficiency and savings.

1 Table 5: 2023 BNI Efficient Product Rebates Rate Class Results BNI Efficient Product Rebates (2023) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Expenditures ($ million) Units Rebated (#) Residen...

AI summary Table 5 presents the 2023 BNI Efficient Product Rebates Rate Class Results, detailing energy and demand savings across various rate classes, along with expenditures and the number of units rebated. The data includes residential, commercial, industrial, and municipal categories, with total energy savings of 556.3 GWh and expenditures of $8.4 million.

13 Custom Incentives includes the Custom program component and the SEM program component. SEM participants are each counted once, but 14 their participation is ongoing throughout the year. 15 \ Custom Incentives includes some residential c...

AI summary The text discusses the Custom Incentives program, which includes the Custom and SEM program components, and highlights that SEM participants are counted once but remain active throughout the year. It also notes that the BNI Efficient Product Rebates program includes certain residential customers such as farms and rental buildings.

1 Table 7: 2023 Direct Installation Rate Class Results Direct Installation (2023) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Expenditures ($ million) Products (#) Residential/Charitable (2,3,4) 1...

AI summary Table 7 presents the 2023 Direct Installation Rate Class Results, showing energy and demand savings, expenditures, and number of products installed across different rate classes. The data highlights the performance of energy efficiency programs, with significant savings in residential, small general, and general categories.

5 Direct Installation includes the Small Business Energy Solutions program component. 6 - 7 Table 8 provides a breakdown of available capacity, expenditures, and participation achieved, by - 8 rate class within the Demand Response program....

AI summary The text references a table (Table 8) that provides a breakdown of available capacity, expenditures, and participation rates within the Demand Response program, categorized by rate class.

Table 4: Update on Implementation of 2022 Verification Recommendations Year Evaluation/ Verification Recommendation Text Source Status Comments Expected Period of Completion

AI summary The table outlines the status of implementing recommendations from the 2022 verification process. It includes details such as the year, evaluation/verification, recommendation text, source, status, comments, and expected period of completion for each recommendation.

DEFINITIONS Accuracy Reflects the proximity of measurements to the true value. Adjustment ratio The ratio of evaluated results to tracked results. This ratio expresses the adjustment made to tracked savings or other tracked values such as...

AI summary The document defines key terms related to energy efficiency and demand response programs. It includes definitions for accuracy, adjustment ratio, available demand response capacity, and baseline, all of which are relevant to evaluating program performance and savings.

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 conservation...

AI summary EfficiencyOne (EOne) manages a DSM program portfolio funded by Nova Scotia Power (NS Power) ratepayers. Econoler, working with multiple partners, evaluated EOne's 2023 DSM programs, confirming significant energy savings and GHG emissions reductions. The evaluation included data collection, market assessments, and participant surveys.

1 Evaluation Scope and Objectives The 2023 Portfolio Evaluation Plan was based on the Evaluation Schedule outlined in the Overall Strategic Evaluation Plan 4 that provides the framework and approach to guide evaluation planning and impleme...

AI summary The 2023 Portfolio Evaluation Plan outlines the approach for evaluating demand-side management (DSM) activities from 2023 to 2025, prioritizing evaluation efforts based on factors such as program savings, uncertainty, changes in program design, regulatory requirements, and evaluation scheduling. It also discusses the three evaluation categories: impact, process, and market evaluations.

Table 1: 2023 Portfolio Evaluation Plan PY2023 Program Components Impact Process Market Residential DSM Program Components Appliance Retirement Condensed Instant Savings Comprehensive Home Energy Assessment Comprehensive Green Heat Condens...

AI summary Table 1 outlines the 2023 Portfolio Evaluation Plan, detailing various program components under residential and BNI DSM programs, including their impact, process, and market evaluations. The plan includes condensed and comprehensive evaluations for initiatives like Appliance Retirement, Home Energy Assessment, and Strategic Energy Management.

1.1 Impact Evaluation Objectives and Scope The impact evaluation activities were aimed at determining: - › Gross electrical energy and peak demand savings at the meter and at the generator - › Net-to-gross ratios (NTGRs), including free-ri...

AI summary The impact evaluation activities aimed to assess electrical energy and peak demand savings, net-to-gross ratios, effective useful life of program measures, and greenhouse gas emissions reductions. Two types of evaluations were conducted: comprehensive and condensed. Comprehensive evaluations were performed every three years for most program components, except for those with stable parameters or small savings contributions.

Measure Assessment The impact evaluation scope for 2023 also included an update of the Measure Assessment (MA) document. The MA was updated to include new products added to program offerings, 5 remove products that are no longer offered, 6...

AI summary The 2023 Measure Assessment (MA) document was updated to include new products, remove outdated ones, and adjust parameters for existing measures. Changes include the addition of ENERGY STAR certified dishwashers, removal of certain products, and updates to savings parameters for LED lighting, refrigerators, and freezers. The document also reflects changes in program offerings such as the inclusion of air sealing products and the rebranding of appliance replacement 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.

AI summary This section outlines the methodology used to evaluate EOne's Demand-Side Management (DSM) program components and services through impact, process, and market evaluations.

2.1.1 Tracking Sheet Audits The final tracking sheets submitted to the Evaluator by EOne contained both data for all completed projects for 2023 and the tracked results required to calculate final savings. The final tracking sheets were au...

AI summary The final tracking sheets submitted by EOne were audited to ensure data consistency and completeness, leading to corrected tracked values and evaluated savings for each program component.

Table 3: 2023 Interviews Completed Program Component Manager1 Program / EOne Staff/Business Development Manager Service Provider/ Distributors/ Contractors Participants Dropped Out or Overdue Participants Retailers Residential Appliance Re...

AI summary Table 3 summarizes the number of interviews completed in 2023 across various program components, including managers, service providers, participants, and retailers. The table highlights the distribution of interviews by program, showing the number of interviews conducted with different stakeholders.

Project Reviews with Follow-up Site Visits or Interviews The Evaluator performed a total of 74 project reviews during the summer and fall of 2023, 51 of which were complemented through site visits and 23 were complemented through phone int...

AI summary The Evaluator conducted 74 project reviews in 2023, including site visits and interviews, to assess programs like Small Business Energy Solutions and Strategic Energy Management. Reviews aimed to validate savings calculations and gather data on free-ridership and spillover effects.

Table 4: 2023 Project Reviews with Follow-up Site Visits or Interviews Program Component Project Reviews Followed by Site Visits Project Reviews Followed by Phone Interviews Total Project Reviews BNI Small Business Energy Solutions 42 - 42...

AI summary Table 4 outlines the number of project reviews conducted in 2023 under various program components, including site visits and phone interviews. The data highlights the distribution of reviews across different initiatives such as Small Business Energy Solutions, Strategic Energy Management, and Custom programs. Energy Model Reviews are also mentioned as a separate section.

Unitary Savings Review For program components with unitary savings values - namely Appliance Retirement, Instant Savings, Home Energy Assessment, Green Heat, Efficient Product Installation, the Mi'kmaw Home Energy Efficiency Project, the B...

AI summary The Unitary Savings Review discusses the validation and updating of unitary savings values for various energy efficiency programs, including Appliance Retirement, Home Energy Assessment, and Business Energy Rebates, using data from metering studies, literature reviews, and participant surveys. A new measure, ENERGY STAR® certified dishwashers, was also added to the Measure Assessment.

Water Heater Controller Meter Data Analysis One of the main objectives of the Residential Demand Response 2023 evaluation was to update the baseline methodology and, as data permit, to improve the accuracy of 2022 unitary available DR capa...

AI summary The Residential Demand Response 2023 evaluation aimed to update the baseline methodology and improve the accuracy of 2022 unitary available DR capacity. The Evaluator analyzed 2022 and 2023 meter data from DHW Direct Load Control participants to determine the most accurate baseline and develop new unitary available DR capacity.

Meter Data Analysis with Project Reviews and Follow-up Phone Interviews For each BNI DR project, the Evaluator reviewed how tracked available DR capacities were established. The Evaluator reviewed the baseline methodology based on both dat...

AI summary The Evaluator reviewed BNI DR projects, analyzing tracked DR capacities, baseline methodologies, and conducted interviews to validate implemented measures, including analyzing DR capacity during specific events.

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 in a program. Upon completion of the impact evaluation activities...

AI summary This section discusses the calculation of gross savings in energy consumption from program participation, including interactive effects and peak demand savings. Interactive effects are calculated based on site-specific and provincial data, while peak demand savings are derived using established ratios and engineering calculations for residential and commercial programs.

g Optimization. 8 The projected electricity peak demand period in Nova Scotia is between 5 p.m. and 7 p.m. from December to February on non-holiday weekdays. The impact evaluation included an assessment of spillover levels for program comp...

AI summary The text discusses the evaluation of program spillover effects, focusing on how participants implemented additional energy efficiency measures beyond those funded by the program. Surveys and interviews were used to assess the influence of program components on these additional measures and to quantify the resulting savings.

Data Collection This subsection describes the data-collection activities conducted for the process and market evaluations. As discussed above, interviews were integrated to collect impact, process, and market information. - › Secondary dat...

AI summary This subsection outlines data collection methods for process and market evaluations, including the use of secondary data, in-depth interviews with stakeholders, and participant surveys. Data sources include Nova Scotia Power's emissions and generation reports, as well as a survey of Green Heat participants conducted in late 2023.

Logic Model Update The Evaluator reviewed the Custom Retrofit and Strategic Energy Management logic models to determine whether they were achieving their goals in the way anticipated at the time of design. To do so, the Evaluator compared...

AI summary The Evaluator assessed the Custom Retrofit and Strategic Energy Management logic models to determine if they are achieving their intended goals. This involved comparing model assumptions with data collected and reviewing their connections to program components and services.

Table 5: Comparison of 2023 Evaluated and Tracked Energy Savings at the Generator a Tracked Results Evaluated Results DSM Program Program Component Annual Gross Savings (GWh) Annual Net Savings (GWh) Annual Gross Savings (GWh) NTGR b Annua...

AI summary Table 5 compares the evaluated and tracked energy savings for various demand-side management (DSM) programs in 2023. The table highlights the gross and net annual energy savings, net-to-gross ratios, lifetime net energy savings, and net realization rates for residential and BNI programs, showing overall energy efficiency achievements.

e Evaluated gross and net energy savings at the generator include 0.243 GWh generated by the Commercial Direct Install pilot. b Subtotal NTGR values represent average values for the Residential and BNI portfolios. The Portfolio Total NTGR...

AI summary The text provides details on energy savings from various programs, including the Commercial Direct Install pilot and Smart Thermostats for Electric Baseboard pilot, and notes that the Residential Behaviour program was not launched in 2023. It also mentions NTGR values for different program portfolios.

Table 6: Comparison of 2023 Evaluated and Tracked Peak Demand Savings at the Generator a Tracked Results Evaluated Results DSM Program Program Component Annual Gross Savings (MW) Annual Net Savings (MW) Available Capacity (MW) Annual Gross...

AI summary Table 6 presents a comparison of evaluated and tracked peak demand savings for various demand-side management (DSM) programs in 2023. It includes data on residential, BNI, and demand response programs, with metrics such as annual gross and net savings, available capacity, and net realization rates.

3.1.1 Residential DSM Programs

AI summary This section discusses residential demand-side management (DSM) programs, focusing on initiatives aimed at improving energy efficiency and reducing consumption in residential areas.

Instant Savings - › Instant Savings maintained a high level of participation with an increase (9%) in overall products sold in 2023 compared to 2022. - › The free-ridership level for LED lamps increased by 8% and LED fixtures increased by...

AI summary Instant Savings saw a 9% increase in product sales in 2023 compared to 2022. However, free-ridership for LED lamps and fixtures rose, while spillover for LED fixtures fell by 30%. Evaluated net energy savings were 14% lower than initial estimates, with LED lighting still contributing 54% of gross savings as the market matures.

Mi'kmaw Home Energy Efficiency Project - › With a 10% increase in average savings per participant and the highest number of participants since inception, MHEEP achieved 52% more energy savings and 92% more peak demand savings in 2023 compa...

AI summary The Mi'kmaw Home Energy Efficiency Project (MHEEP) achieved a 10% increase in average savings per participant and the highest number of participants since its inception, resulting in 52% more energy savings and 92% more peak demand savings in 2023 compared to 2022. The evaluated net energy and peak demand savings matched those tracked by EOne.

3.1.2 Business, Non-profit, and Institutional DSM Programs

AI summary This section discusses demand-side management (DSM) programs targeted at businesses, non-profits, and institutions, highlighting initiatives such as Business Energy Rebates (BER) and Strategic Energy Management (SEM). These programs aim to improve energy efficiency and reduce costs for participating organizations.

Efficient Product Rebates Efficient Product Rebates is comprised of one program component, Business Energy Rebates, which is further comprised of two services, namely Application Rebates and Instant Rebates. In 2023, Business Energy Rebate...

AI summary The Efficient Product Rebates program, specifically the Business Energy Rebates component, achieved significant energy and demand savings in 2023, with 38.814 GWh in net energy savings and 6.014 MW in net peak demand savings.

Custom The overall key findings of the Custom impact evaluation were as follows: - › Compared to 2022, Custom participation decreased in 2023 due in part to the lack of participation in the Pay-for-Performance (P4P) service and the removal...

AI summary The Custom impact evaluation found a decrease in participation in 2023 compared to 2022, partly due to the lack of Pay-for-Performance service and the removal of the Retrofit Operational Demand Reduction offer. Free-ridership levels increased for Retrofit and solar PV projects, while New Construction free-ridership remained high. Energy and peak demand savings were adjusted by the Evaluator, resulting in lower savings than those tracked by EOne.

Strategic Energy Management - › The SEM participation level has remained stable over the past five years. Energy savings per participant were similar to those in 2022. - › The M&V methodologies applied to quantify savings were generally ap...

AI summary The Strategic Energy Management (SEM) program has maintained stable participation levels over the past five years, with energy savings per participant similar to those in 2022. M&V methodologies were found to be appropriate and accurate, though there were discrepancies between evaluated and tracked energy and peak demand savings.

Small Business Energy Solutions - › The number of completed projects in Small Business Energy Solutions decreased by 27% in 2023, while average gross energy savings per project remained flat compared to 2022. - › Following the desk reviews...

AI summary The number of completed Small Business Energy Solutions projects dropped by 27% in 2023, with average energy savings remaining flat. Adjustments were made to energy and peak demand savings for lighting and MSHPs based on evaluations. Free-ridership increased by 5% in 2023, primarily due to lighting projects. Evaluated energy savings slightly differ from tracked savings.

The Evaluator reviewed the EUL values of all measures offered by EOne and their associated lifetime energy savings. The Evaluator found that the DSM portfolio generated 1,913.059 GWh in lifetime net energy savings. As presented in [Table](...

AI summary The Evaluator assessed the effective useful life (EUL) values and lifetime energy savings of measures in EOne's DSM portfolio, finding that insulation-related measures contribute significantly to long-term energy savings, while lighting measures have shorter EULs and lower lifetime savings relative to annual savings.

Table 8: 2023 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) Share of Annual Net Energy Savings (%) Share...

AI summary Table 8 presents the 2023 evaluated net lifetime energy savings by DSM program and component, highlighting the contribution of residential, BNI, and overall programs to annual and lifetime energy savings. The table includes energy savings metrics such as GWh, weighted average EUL, and percentage shares. Section 3.4 discusses greenhouse gas emission reductions.

The Evaluator established the reduced GHG emissions due to the DSM portfolio at 72,613 tonnes of CO2eq in terms of annually avoided net GHG emissions. [Table](#page-33-0) 9 presents the GHG emission reductions of each program component in...

AI summary The Evaluator calculated that the DSM portfolio reduced GHG emissions by 72,613 tonnes of CO2eq annually. Table 9 details the GHG emission reductions for each program component and the overall portfolio in 2023.

Table 9: 2023 Evaluated GHG Emission Reductions DSM Program Program Component Gross Avoided GHG Emissions in CO2 eq Tonnes Net Avoided GHG Emissions in CO2 eq Tonnes Residential Efficient Appliance Retirement 1,661 937 Product Rebates Inst...

AI summary Table 9 presents evaluated GHG emission reductions from various DSM programs in 2023, showing both gross and net avoided emissions in CO2 equivalent tonnes. The table includes programs such as appliance retirement, product rebates, home energy assessments, and business energy rebates, with residential and BNI subtotals and a portfolio total.

Table 10: 2023 Satisfaction Results DSM Program Program Component Participant Satisfaction Partner Satisfaction Residential Residential Efficient Product Rebates Instant Savings - 8.8 Existing Residential Home Energy Assessment 8.3 - Green...

AI summary Table 10 presents 2023 satisfaction results for various demand-side management (DSM) programs, including participant and partner satisfaction scores for components like instant savings, home energy assessments, and strategic energy management. The data highlights varying levels of satisfaction across different program components and participant categories.

[Table](#page-35-0) 11 presents the EOne planned savings, 11 evaluated results, and the variance between them. 11 EfficiencyOne's 2023 Q1 Demand-Side Management (DSM) Report (M11148) on page 3, Table 1: 2023 Approved Plan, Mid-Course Adjus...

AI summary Table 11 compares EOne's planned energy savings with actual results and highlights the variance. The data is sourced from EfficiencyOne's 2023 Q1 DSM Report, which includes mid-course adjustments and Q1 results as of May 25, 2023.

Table 11: 2023 Planned Net Savings and Evaluated Results Planned Savings Evaluated Results Variance Program Component and DSM Program Net Energy Savings (GWh) Net Peak Demand Savings (MW) Available DR Capacity (MW) Net Energy Savings (GWh)...

AI summary Table 11 presents the 2023 planned net savings and evaluated results for various energy efficiency and demand response programs in Nova Scotia. It highlights performance variances between planned and actual outcomes, such as the Home Energy Assessment program exceeding planned savings by 74% and the Appliance Retirement program underperforming by 16%.

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-37-0) 12 and [Table](#page-38-0) 13 below provide a his...

AI summary This subsection provides a year-over-year analysis of program performance and the contribution of individual components to portfolio savings, with tables offering a historical overview of DSM portfolio composition from 2019 to 2023.

Table 12: Evaluated Net Energy Savings at the Generator, 2018-2023 Energy Savings (GWh) Energy Savings (%) a DSM Program Program Component 2019 2020 2021 2022 2023 2019 2020 2021 2022 2023 Residential Residential Appliance Retirement 2.545...

AI summary Table 12 presents evaluated net energy savings from various DSM programs in Nova Scotia between 2018 and 2023, showing energy savings in GWh and percentages for different program components such as appliance retirement, efficient product rebates, and home energy assessments.

Table 13: Evaluated Net Peak Demand Savings at the Generator, 2018-2023 Peak Demand Savings (MW) Peak Demand Savings (%) DSM Program a Program Component 2019 2020 2021 2022 2023 2019 2020 2021 2022 2023 Residential Residential Efficient Ap...

AI summary Table 13 presents evaluated net peak demand savings from various demand-side management (DSM) programs in Nova Scotia from 2018 to 2023, showing the contribution of residential, BNI, and overall portfolio programs in terms of megawatts (MW) and percentages. The table highlights the effectiveness of different initiatives such as appliance retirement, home energy assessments, and business energy rebates in reducing peak demand.

Table 14: 2023 Recommendations on Residential Program Components No. Recommendation Getting participants to value energy management might be an effective solution to the two barriers that are not fully addressed by SEM. An angle that could...

AI summary The document recommends promoting strategic energy management (SEM) by highlighting its role in achieving decarbonization targets and sharing success stories from current participants. It also suggests using energy performance indicators to demonstrate the long-term benefits of SEM in increasing competitiveness.

Program Components Bibliographic References Nova Scotia Utility and Review Board, Matter M06555, 2014 Cost of Service Study Progress Update, Exhibit N-2.09, Appendix I1 Strategic Energy Management Nova Scotia Power, Total System Emissions,...

AI summary The document references various programs and studies related to energy management and demand response, citing regulatory matters, utility reports, and external studies. It includes references to Nova Scotia Power, Emera Inc., and the National Renewable Energy Laboratory, focusing on emissions reporting and energy efficiency practices.

Calculation of the Margins of Error The margin of error on the adjustment ratio of SBES DIY HVAC measure energy savings was established by using the following formula that is the general equation linking that standard error to the margin o...

AI summary The margin of error for the adjustment ratio of SBES DIY HVAC measure energy savings was calculated using a formula involving standard error, a t-coefficient, and a finite population correction factor, resulting in a 4.4% margin of error. This calculation was performed in 2023 for SBES and Custom measures, while smaller programs like SEM used a census approach.

RESIDENTIAL EFFICIENT PRODUCT REBATES PROGRAM Final Report 2023 DSM EVALUATION March 6, 2024 In collaboration with:

AI summary The final report on the Residential Efficient Product Rebates Program provides an evaluation of the 2023 DSM plan, focusing on program performance and outcomes. It includes collaboration with various partners and is part of a broader regulatory proceeding.

EXECUTIVE SUMMARY This report presents the 2023 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 2023 demand-side management (DSM) results of the Residential Efficient Product Rebates program, administered by EfficiencyOne (EOne), which includes two components: Appliance Retirement (ARet) and Instant Savings.

ARet Findings and Recommendations This subsection presents the key findings from the ARet evaluation. The Evaluator has no specific recommendation for ARet. 2023 ARet Finding: ARet net electrical energy and peak demand savings both fell sh...

AI summary The 2023 ARet evaluation found that energy and peak demand savings fell short of targets by 16% and 13%, respectively. Participation levels dropped by 19% compared to 2022, with refrigerator and freezer retirements being the main contributors. Evaluated savings were 9% higher than those tracked by EOne due to updated unitary savings values.

Program Tracked and Evaluated Savings [Table](#page-72-0) 3 below compares EOne tracked energy and peak demand savings to Evaluated savings at the generator. The realization rate and NTGR are also presented and correspond to the rounded av...

AI summary The text compares energy and peak demand savings tracked by EOne to evaluated savings at the generator, highlighting realization rates and NTGR values derived from net savings divided by gross savings. These values differ from those in other sections due to rounding.

Table 3: Comparison of 2023 Tracked and Evaluated Savings at the Generator Gross Savings Net Savings Realization Value Unit NTGR Value Unit Rate Energy Savings Tracked Savings by EOne 2.773 GWh 0.56 1.565 GWh 109% Evaluation Results 3.010...

AI summary Table 3 compares tracked and evaluated energy and peak demand savings for 2023, showing discrepancies between the two. Tracked savings by EOne are lower than evaluation results, with realization rates varying between 86% and 109%. The table highlights differences in energy and peak demand savings across different categories.

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, manages energy efficiency programs funded by Nova Scotia Power (NS Power) ratepayers. EOne's 2023 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, parameter values, and net-to-gross ratios (NTGRs).

Table 4: Types of Evaluations Conducted for Each Program Component, 2023 2023 Program Program Component Process Market Impact Residential Efficient Product Rebates ARet Condensed Instant Savings Comprehensive For each program, the Evaluato...

AI summary The text discusses the evaluation of program components under the Residential Efficient Product Rebates and Instant Savings programs in 2023, including the preparation of DSM evaluation reports that detail energy savings and GHG emissions.

Calculations Using Evaluation Results The Evaluator calculated the first-year and lifetime energy and peak demand savings as per the calculation methodology presented in Section [3](#page-78-0) below.

AI summary The Evaluator calculated first-year and lifetime energy and peak demand savings based on the methodology outlined in Section 3 of the document.

GHG Emission Reduction Calculations To obtain net avoided GHG emissions in CO2 eq for ARet, 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 text explains how net avoided GHG emissions for appliance retirement (ARet) are calculated using energy savings and a Nova Scotia-specific factor derived from NS Power data. It also references the 2020-2023 Measure Assessment, which provides parameters for evaluating energy and peak demand savings from EOne's DSM program portfolio.

3.1 Tracking Sheet Audit To ensure program 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 as well as correcting the tra...

AI summary The Evaluator conducted a tracking sheet audit to verify the completeness and consistency of data submitted by EOne and correct tracked savings as needed. The corrected tracked savings results are presented in Appendix I.

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 peak demand period in Nova Scotia is between 5 p.m. and 7...

AI summary Peak demand savings refer to reductions in electricity demand during peak periods, specifically between 5 p.m. and 7 p.m. from December to February on non-holiday weekdays in Nova Scotia. Calculations are based on appliance retirements through ARet in 2023, with changes to energy savings values affecting the unitary peak demand savings.

Table 8: 2023 ARet Tracked and Evaluated Unitary Peak Demand Savings Appliance Tracked Unitary Peak Demand Savings [W] Evaluated Unitary Peak Demand Savings [W] Difference (%) ARet – Retirement Refrigerators 85.8 90.3 5% Freezers 88.9 104...

AI summary Table 8 presents 2023 ARet tracked and evaluated unitary peak demand savings for various appliances, showing differences between tracked and evaluated savings. The table highlights that savings for refrigerators, freezers, small refrigerators, and small freezers increased, while no changes were observed for air conditioners and dehumidifiers.

4 ARet Key Findings and Recommendations The 2023 ARet evaluation included a condensed impact evaluation and its main objectives were as follows: › Calculate gross and net ARet results, namely electrical first-year and lifetime energy savin...

AI summary The 2023 ARet evaluation found that the program fell short of its energy savings and peak demand targets by 16% and 13%, respectively. Participation levels were the lowest since 2012, with refrigerator and freezer retirements remaining the main drivers of savings. Evaluated net savings were 9% higher than those tracked by EOne due to updated unitary savings from appliance retirements.

5.1 Instant Savings Description Instant Savings offers instant cash rebates to consumers who purchase eligible energy-efficient products. Instant Savings is delivered with the help of one Delivery Agent (DA), Summerhill Group Inc., as well...

AI summary Instant Savings provides instant cash rebates for energy-efficient products in Nova Scotia, managed by a Delivery Agent and retailers. New products added in 2023 include ENERGY STAR certified dishwashers and bathroom fans. Rebates are offered in seasonal and year-round campaigns.

7.1 Participant Perspectives An online survey was conducted as part of the Instant Savings evaluation. A total of 122 surveys were completed with LED bulb or fixture purchasers during the 2023 fall campaign. A distinction was made between...

AI summary An online survey conducted as part of the Instant Savings evaluation found that 65% of LED bulb and fixture purchasers were aware of the program, with in-store promotions being the main source of awareness. The average number of LED bulbs purchased per person was 4.5, lower than in 2022, and many participants had previously benefited from ENS programs, which influenced their purchase decisions.

Table 20: 2023 Instant Savings Tracked and Evaluated Unitary Energy Savings Product Tracked Savings [kWh/year] Evaluated Savings [kWh/year] ENERGY STAR Certified LED Non-A-type Lamps (R, BR, and Decorative) 47.1 49.2 ENERGY STAR Certified...

AI summary Table 20 presents the tracked and evaluated energy savings for various products under the 2023 Instant Savings program. The data highlights the energy efficiency of different products, with some showing significant savings. EOne identified smart devices in the tracking sheet, noting that ENERGY STAR LED lights and fixtures are the majority of smart products sold.

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 This section discusses unitary peak demand savings, which occur during the peak demand period in Nova Scotia (5 p.m. to 7 p.m. from December to February on non-holiday weekdays). The Evaluator developed these savings for each measure, and differences between tracked and evaluated savings reflect updates to unitary energy savings. A table summarizes the values for products installed through Instant Savings in 2023.

Table 21: 2023 Instant Savings Tracked and Evaluated Unitary Peak Demand Savings Product Tracked Savings [W/year] Evaluated Savings [W/year] ENERGY STAR Certified LED Non-A-type Lamps (R, BR, and Decorative) 7.63 7.97 ENERGY STAR Certified...

AI summary Table 21 presents the 2023 Instant Savings Tracked and Evaluated Unitary Peak Demand Savings for various energy-efficient products. The data compares tracked savings with evaluated savings, showing discrepancies in some cases, such as for dimmer switches and motion sensors where evaluated savings show no change.

Evaluated 2023 Instant Savings Gross Energy and Peak Demand Savings (Continued) Product Category Efficient Clothes Dryers Efficient Combined Washers/Dryers Room Air Purifiers Dehumidifiers Pool Pumps Heat Pump Water Heaters High Efficiency...

AI summary The document presents data on energy and peak demand savings from various efficient products in Nova Scotia, including the number of units installed, energy savings values, and lifetime energy savings. It includes metrics such as unitary energy savings, gross energy savings at the meter and generator, and effective useful life for each product category.

Table 31: 2023 Instant Savings Net-to-Gross Ratios Product Category Free-Ridership Level Margin of Error Spillover Net-to-Gross Ratio LED Lamps 59% 5.9% 9% 0.50 LED Fixtures 49% 6.0% 2% 0.53 All Other Products 0 0 0 1.00 8.3.4 Evaluated Ne...

AI summary Table 31 presents the 2023 Instant Savings Net-to-Gross Ratios for different product categories, including LED lamps, LED fixtures, and all other products. The table highlights free-ridership levels, margins of error, spillover effects, and net-to-gross ratios for these categories.

Evaluated 2023 Instant Savings Net Energy and Peak Demand Savings (Continued) Product Category Efficient Clothes Dryers Efficient Combined Washers/Dryers Room Air Purifiers Dehumidifiers Pool Pumps Heat Pump Water Heaters High Efficiency D...

AI summary The 2023 Instant Savings program exceeded its energy and peak demand savings targets by 23% and 49%, respectively, as detailed in a table showing energy and peak demand savings across various product categories and a reference to Figure 10.

8.4 Realization Rate [Table](#page-118-2) 33 compares the energy and peak demand savings established through this evaluation to those tracked by EOne. It also includes the realization rate, representing the ratio of evaluated net savings t...

AI summary This section discusses the realization rate, comparing evaluated net savings to tracked net savings for energy and peak demand savings in 2023, as tracked by EOne and evaluated through the proceeding.

9 Instant Savings Key Findings and Recommendations As mentioned previously, the main objectives of the 2023 Instant Savings evaluation were as follows: - › Collect information on participant and partner perspectives. - › Calculate gross an...

AI summary The 2023 Instant Savings program exceeded its energy and peak demand savings targets, with 11.476 GWh and 1.459 MW achieved, respectively. Participation increased by 9%, with notable growth in controls and appliance sales. LED lighting remained the primary source of savings, but non-LED replacements are becoming less available. Free-ridership levels for LED lamps and fixtures also increased.

2023 Instant Savings Finding: The spillover level for LED fixtures decreased significantly in 2023. Market effects were established at 2%, compared to 32% established when last measured in 2021. The market effects in 2021 were largely driv...

AI summary In 2023, the spillover level for LED fixtures significantly decreased compared to 2021, primarily due to a major retailer's reduced sales outside of campaign periods. Additionally, the evaluated net energy and peak demand savings were 14% lower than initially tracked by EOne, attributed to lower NTGR established for LED lamps and fixtures in 2023.

This appendix presents the ARet free-ridership and secondary market impacts algorithm. Algorithm – Appliance Retirement Section 1 – Would have kept or discarded the unit without the program F1. Had you already planned to dispose of this [a...

AI summary This appendix outlines an algorithm to assess free-ridership and secondary market impacts related to appliance retirement programs. It includes a survey-based approach to determine whether participants would have disposed of appliances without the program and how they would have done so.

Table 1: Overview of Data Collection Activity Descriptor This Instrument Instrument Type Participant Intercept Survey with Online Option Estimated Time to Complete 5 min Target Audience Instant Savings participants who have purchased LED n...

AI summary The document outlines data collection activities for a survey targeting participants of the Instant Savings program who purchased LED bulbs or fixtures during the fall 2023 campaign. The survey aims to collect data on usage, free-ridership, cross-influence, and participant awareness. It is to be adapted by Econoler.

[ASK THE FOLLOWING QUESTIONS IF AWARE OF THE DISCOUNT [(G1=](#page-143-2)1) OR [(G2=](#page-143-1)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 a series of questions related to customer behavior regarding LED fixtures and alternative lighting options. It asks respondents what they would have purchased if a discount on LED fixtures was not available and what type of bulbs they would install if they opted for non-LED fixtures.

- 96. Other, SPECIFY: ______________________ Incandescent Bulb Halogen Bulb CFL Bulb G6. How likely would you have been to buy the LED fixtures that you purchased if you had to pay the full price? Please answer on a scale of 0 to 10, with...

AI summary The text includes a question about the likelihood of purchasing LED fixtures at full price and another about when the purchase would have occurred without a discount. These questions are part of a survey or assessment related to customer behavior and energy efficiency programs.

H. Cross-Influence ROTATE [(H1+](#page-145-1) [H2-](#page-145-2)[H3)](#page-145-3) AND [(H4](#page-146-0) + [H5-](#page-146-1)[H6)](#page-146-2) SEQUENCES; SHOW [H1](#page-145-1) TO [H3](#page-145-3) ON SAME SCREEN AND H4 TO [H6](#page-146...

AI summary This section explores the cross-influence of Efficiency Nova Scotia programs and promotional materials on consumer decisions regarding LED lighting purchases. It asks respondents about prior participation in programs and exposure to promotional materials, and whether these influenced their purchasing decisions.

- 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 consumer behavior and motivations related to energy-efficient products.

[ASK THIS SECTION IF NON A-TYPE LED BULB RETAILER] - C1. Efficiency Nova Scotia has promoted LED lighting and offered rebates through retailers on LED bulbs for a number of years. I would like to understand how your participation in the In...

AI summary The text includes survey questions for retailers regarding their participation in the Instant Savings program and its impact on staff and consumer knowledge, product offerings, and sales of Non A-type LED bulbs. It also asks about the influence of Efficiency Nova Scotia's programs on sales outside of rebate periods.

OPTION A [ASK IF TOTAL SALES = NO AND IF REBATE ELIGIBLE TOTAL SALES = YES] According to data you provided to Efficiency Nova Scotia, you sold [REBATE ELIGIBLE TOTAL SALES - PACKAGES] rebate eligible packages of LED fixtures in Nova Scotia...

AI summary The text outlines a series of questions posed to a respondent regarding their sales of rebate-eligible LED fixtures in Nova Scotia during the first half of 2023 and their expectations for the second half of the year. It also asks about the proportion of total LED fixture sales expected in 2023.

[ASK THIS SECTION IF LED FIXTURES RETAILER] - E1. Efficiency Nova Scotia has promoted LED lighting and offered rebates through retailers on LED fixtures for a number of years. I would like to understand how your participation in the Instan...

AI summary The document asks a LED fixtures retailer about the impact of Efficiency Nova Scotia's Instant Savings program on staff and consumer knowledge, product variety, and sales of LED fixtures. It also seeks to determine the extent to which Efficiency Nova Scotia's programs influence sales outside of rebate periods.

2023 DSM EVALUATION March 11, 2024 In collaboration with:

AI summary The document is titled '2023 DSM Evaluation' and was prepared on March 11, 2024. It is a collaborative effort, as indicated by the inclusion of logos or images from collaborating entities.

EXECUTIVE SUMMARY This report presents the 2023 demand-side management (DSM) results of the Existing Residential program administered by EfficiencyOne (EOne). This program is comprised of six components: (1) Home Energy Assessment (HEA); (...

AI summary This report outlines the 2023 demand-side management (DSM) results of the Existing Residential program administered by EfficiencyOne (EOne), which includes six components aimed at encouraging energy efficiency upgrades through financial incentives and technical support.

EPI Findings and Recommendations This subsection presents the key findings from the EPI evaluation. The Evaluator has no specific recommendation for EPI. 2023 EPI Finding: With 9.357 GWh in net electrical energy savings and 0.920 MW in net...

AI summary The EPI evaluation for 2023 showed that energy and peak demand savings exceeded targets by 13% and 21%, respectively. Participation increased by 16%, leading to higher savings. LED lamps and smart thermostats for mini-split heat pumps were popular measures. Net savings tracked by EOne were consistent with the evaluator's findings.

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 demand-side management (DSM) for No...

AI summary EfficiencyOne (EOne) is an independent non-profit organization that delivers demand-side management (DSM) programs through the Efficiency Nova Scotia (ENS) franchise. EOne's 2023 DSM program portfolio includes residential and BNI programs, with an evaluation report focusing on the Existing Residential program and its components. The evaluation involves reviewing baseline definitions, savings calculation methodologies, and net-to-gross ratios (NTGRs).

GHG Emission Reduction Calculations To obtain net avoided GHG emissions in CO2 eq for HEA, the Evaluator multiplied the net energy savings by the latest Nova Scotia-specific factor for GHG emissions generated by electricity production. Thi...

AI summary The Evaluator calculated net avoided GHG emissions by multiplying net energy savings with a Nova Scotia-specific factor based on NS Power data. The 2020-2023 Measure Assessment was used to calculate energy and peak demand savings for EOne's DSM program portfolio, including effective useful life values for measures.

4.1 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. A new tracking sheet was developed in 2023 to improve clarity and readability, though further improvements are recommended to enhance user-friendliness and accuracy.

Reporting Requirements HEA incentives originate from three sources of funding: Nova Scotia Power ratepayers for DSM, the Province of Nova Scotia, and the CGH Grant. The incorporation of the CGH Grant, as a co-funder of the energy assessmen...

AI summary HEA incentives are funded by Nova Scotia Power ratepayers, the Province of Nova Scotia, and the CGH Grant. Savings are reported to the NSUARB and the Province of Nova Scotia through separate evaluation reports. Solar PV measures are included in the DSM Evaluation Report due to their impact on the electric grid.

4.2.3 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 the reduction 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 conducted using a peak demand-to-energy ratio of 0.283 MW/GWh. This ratio (RES-Elect Space Heat & Cool) was set by Navig...

AI summary The document discusses the methodology used to calculate peak demand savings for space heating measures, including the use of a peak demand-to-energy ratio of 0.283 MW/GWh established by Navigant in the 2016-2018 DSM Plan. It also outlines the approach taken in 2020 for mini-split heat pumps, which involved tracking heat pump parameters to improve accuracy.

Unitary peak demand savings for DHW measures are presented in [Table](#page-15-1) 13 below. The detailed calculations are presented in the 2020-2023 Measure Assessment.

AI summary The text references unitary peak demand savings for domestic hot water (DHW) measures and directs readers to a table and a 2020-2023 Measure Assessment for detailed calculations.

Demand Reduction Measures Incentives were offered for demand reduction measures through HEA, namely electric thermal storage (ETS) units and DHW heater timers. For these measures, separate peak demand savings values were established. The d...

AI summary Incentives for demand reduction measures, including electric thermal storage units and DHW heater timers, were offered through HEA. Separate peak demand savings values were established for these measures, with detailed calculations presented in the 2020-2023 Measure Assessment.

Table 14: 2023 HEA Tracked and Evaluated Unitary Peak Demand Savings for Demand Reduction Measures Measure Tracked Savings [W] Evaluated Savings [W] Demand Reduction Measures ETS Units Maximum Storage Capacity in 8 Hours / 16 Hours No chan...

AI summary Table 14 outlines the tracked and evaluated unitary peak demand savings for demand reduction measures in 2023 HEA. The table includes ETS units, three-element water heaters, and DHW heater timers. Interactive effects are discussed in section 4.2.4.

Table 24: 2023 Green Heat Incentives Measure Incentive Heat Pumps Ductless Mini-split Heat Pumps $200/Refrigeration Tonne Centrally Ducted Air-source Heat Pumps $400/Refrigeration Tonne Air-to-water Heat Pumps $400/Refrigeration Tonne Grou...

AI summary Table 24 outlines the 2023 Green Heat Incentives, providing rebates for various heating measures such as heat pumps, biomass, solar thermal, and demand reduction. These incentives are funded by the federal Low Carbon Economy Fund and provincial Green Fund, and the report focuses on evaluating electrical measures only.

Table 30: Evaluated 2023 Green Heat Energy and Peak Demand Savings Measure Measure MSF IPs Air-to-Water Fully Electrical Mainly Electrical CASHPs Heat Pumps Number of Units 937 239 4 2 Energy Savings Unitary Energy Savings (kWh) 3,045 1,02...

AI summary Table 30 evaluates the 2023 Green Heat Energy and Peak Demand Savings for various measures, including heat pumps, wood stoves, and pellet stoves. It provides data on energy savings, peak demand savings, and useful life across different technologies and baselines.

10 Green Heat Market Evolution EOne has been active in the MSHP market through Green Heat since October 2015. 23 A market evolution assessment was completed as part of the 2017, 2018, 2019, and 2021 evaluations, the results of which served...

AI summary EOne has been active in the MSHP market through Green Heat since 2015. Market evolution assessments were conducted in 2017, 2018, 2019, and 2021 to analyze market adoption and barriers. This section updates that data and provides insights into the ongoing transformation of the MSHP market in Nova Scotia.

12.3 Participation History As presented in [Figure](#page-75-0) 27 below, EPI had 9,763 DSM participants, which represents a 16% increase in participation compared to 2022. 44 In 2023, 153,775 efficient products were installed, which repre...

AI summary The EPI program saw a 16% increase in DSM participants and an 18% increase in efficient product installations in 2023 compared to 2022. LED lamps remained the most popular product, accounting for 77% of installations and 46% of energy savings. Smart thermostats for MSHPs contributed 26% of EPI gross energy savings.

EUL Update The Evaluator updated the EUL values of lighting products given the rapid evolution of the lighting market and established EUL values for the new smart thermostat measure. The 2020-2023 Measure Assessment was updated accordingly...

AI summary The Evaluator updated EUL values for lighting products and established values for smart thermostats in the 2020-2023 Measure Assessment, which is used to calculate energy and peak demand savings for EOne's DSM program. The assessment is referenced for evaluations during the 2020-2022 and 2023-2025 DSM cycles.

Table 54: 2023 EPI Net-to-gross Ratios by Product Category EPI LED Lamps Low-flow Showerheads Other Products Non-low income Participants Low-income Participants Non-low income Participants Low-income Participants Non-low income Participant...

AI summary Table 54 presents the 2023 EPI Net-to-gross Ratios by product category, showing varying ratios for different participant types and product categories. The data includes NTGR values and the proportion of gross savings by participant type, with overall NTGR values provided for reference.

Evaluated 2023 EPI Net Energy and Peak Demand Savings per Measure (Continued) LED Lamps Product Category 18 W Replacing 100 W PAR20 7 W Replacing 50 W PAR38 15 W Replacing 90 W PAR38 15 W Replacing 120 W PAR38 15 W Replacing 150 W Energy S...

AI summary The document presents a continuation of the evaluated 2023 EPI Net Energy and Peak Demand Savings per Measure, detailing energy savings for various LED lamp products, including Gross Energy Savings, Net Energy Savings, and Peak Demand Savings, along with factors like NTGR and Line Loss Factor.

Evaluated 2023 EPI Net Energy and Peak Demand Savings per Measure (Continued) Product Category Pipe Insulation Hot Water Tank Wraps Retractable Clotheslines Smart Thermostats for Electric Baseboards Smart Thermostats for MSHPs Energy Savin...

AI summary The table presents evaluated 2023 EPI net energy and peak demand savings per measure for various products, including pipe insulation, hot water tank wraps, retractable clotheslines, and smart thermostats for electric baseboards and MSHPs. It shows gross and net energy savings, line loss factors, and lifetime energy savings at both the meter and generator levels.

14.4 Realization Rate [Table](#page-112-1) 56 below compares the energy and peak demand savings established through this evaluation to those tracked in the 2023 tracking sheet. It also includes the realization rate, representing the ratio...

AI summary This section compares energy and peak demand savings evaluated in this proceeding with those tracked in the 2023 tracking sheet, highlighting the realization rate as the ratio of evaluated net savings to tracked net savings for both energy and peak demand.

Table 56: Comparison of 2023 EPI Tracked and Evaluated Savings at the Generator Gross Savings NTGR Net Savings Realization Rate Value Value Unit Value Value Unit Energy Savings Tracked Savings by EOne 9.481 GWh 0.98 9.308 GWh 101% Evaluati...

AI summary Table 56 compares the tracked and evaluated savings from the 2023 Efficient Product Installation (EPI) program, including energy and peak demand savings. The table shows gross and net savings values, as well as realization rates, for energy and peak demand across different product types.

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 The document discusses peak demand savings for the Mikmaw Home Energy Efficiency Project (MHEEP), using a peak demand-to-energy ratio established by Navigant in the 2016-2018 DSM Plan. Heat pump measures are calculated separately starting in 2021. Table 60 summarizes tracked and evaluated unitary peak demand savings for various measures.

18.3.1 Evaluated Net Savings Net savings are defined as the energy savings specifically attributable to MHEEP. Since spillover and freeridership effects were considered nil, the net MHEEP impacts are equal to the gross savings generated by...

AI summary The MHEEP achieved 0.577 GWh and 0.373 MW in net energy and peak demand savings, respectively. It fell short of its energy savings target by 5% but exceeded its peak demand savings target by 24%. GHG emission reductions are equal to the gross annual reductions due to no spillover or freeridership effects.

19 MHEEP Key Findings and Recommendations As mentioned previously, the main objectives of the 2023 MHEEP evaluation were as follows: › Calculate gross and net MHEEP results, namely electrical first-year and lifetime energy savings, peak de...

AI summary The 2023 MHEEP evaluation found that net electrical energy savings fell short of targets, while peak demand savings exceeded them. Participation and average savings per participant increased, leading to higher overall savings compared to 2022. Evaluator results were nearly identical to initial savings tracked by EOne, with minor differences due to revised savings values.

22.2.2 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 defined as the cold...

AI summary Peak demand savings are calculated based on specific timeframes and methods for AMH projects. Energy models like HOT2000 and RETScreen are used for comprehensive projects, while the CIRx Screening Tool is used for prescriptive projects. An adjustment ratio was applied in 2023 for prescriptive heat pump projects based on 2022 evaluations.

22.4 Realization Rate [Table](#page-136-0) 72 below compares the energy and peak demand savings established through this evaluation to those calculated in the 2023 tracking sheet. It also includes the realization rate, representing the rat...

AI summary The text discusses the realization rate, comparing energy and peak demand savings from an evaluation to those in the 2023 tracking sheet. It highlights the ratio of evaluated net savings to tracked net savings for both energy and peak demand.

Modelled Energy Savings The 2023 ASFH tracking sheet contained a total of 232 participants for whom building envelope measures were installed. Of these participants, 224 had positive modelled energy savings, while eight had zero or negativ...

AI summary The 2023 ASFH tracking sheet includes 232 participants with building envelope measures installed, 224 of which had positive modelled energy savings. Eight participants had zero or negative savings, attributed to measurement tool accuracy and environmental factors. Electrical savings are calculated using pre- and post-retrofit assessments adjusted by overestimation ratios, with only primarily electrically heated homes being eligible for DSM funds.

26.2.2 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 a specific ratio for space heating and separately for heat pump measures. The approach used by Navigant in the 2016-2018 DSM Plan was validated and used for estimation. Heat pumps required separate calculations to ensure accuracy.

EXISTING RESIDENTIAL PROGRAM Appendix Report 2023 DSM EVALUATION March 11, 2024

AI summary The document is an appendix report from the 2023 DSM Evaluation, dated March 11, 2024, which includes visual elements such as images, likely related to the evaluation of existing residential programs.

Control-Treatment Participant Matching To determine the best suited control group participant for each treatment group participant, the Evaluator first applied a set of minimum conditions to comply: - › The E assessment date of the control...

AI summary To match control and treatment participants, the Evaluator applied minimum conditions such as a one-year gap between assessment dates, identical weather stations, and matching heating types. A point system was then used to identify the ideal control participant for each treatment participant.

Table 1: Details on the Point System Used for the Selection of Control Participants Parameters Points Average annual consumption of treatment and control candidates Add a maximum of 2 points based on a function of the relative difference b...

AI summary The document outlines a point system for selecting control participants based on factors like average annual consumption, residence size, and construction year. Each participant's pre and post-program periods are matched based on their participation in the Home Energy Assistance (HEA) program.

Participant Behaviour The other factors that add to the complexity of the data analysis are related to participant behaviour potentially driven by HEA. Indeed, HEA can generate effects other than the simple implementation of energy efficie...

AI summary The analysis highlights how participant behavior, influenced by the Home Energy Assistance (HEA) program, may affect energy savings estimates. Behavioral changes, such as reduced use of supplemental heating systems and home renovations, can impact the accuracy of savings calculations based on electricity bills. These factors were identified through surveys and may not be fully captured in billing data.

2023 Savings Calculation Approach Given the inconclusive results obtained through the billing analysis performed as part of this evaluation, the Evaluator considers it appropriate to keep using the current savings calculation methodology a...

AI summary The Evaluator recommends continuing the investigation into inconclusive billing analysis results to determine the impact of billing data and behavior changes on savings calculations. Current ORs should not be used beyond 2023 due to uncertainty in their accuracy.

Table 1: Free-Ridership Algorithm for Solar PV C3. If you had not received the rebate from Efficiency Nova Scotia, would you have paid the full cost of your solar PVsystem? (Scale 0 to 10) C3 = Answer x 10% IF DK OR REF: C3 = EMPTY C4. If...

AI summary The document outlines a free-ridership algorithm used to assess whether participants in the Solar PV program would have installed the system without the rebate. It includes questions and scoring mechanisms to evaluate the influence of the rebate and previous participation in Efficiency Nova Scotia programs.

Table 2: Free-Ridership Algorithm for Heat Pump and No Other Energy-efficient Upgrades Series A: Questions on the decision to install a heat pump already made the decision to install a high-efficiency heat pump model? IF 2. No, DK OR REF:...

AI summary This table outlines a free-ridership algorithm for heat pump installations, considering factors like rebate influence, previous participation in energy efficiency programs, and cross-influence from prior program involvement. It includes scoring mechanisms and consistency checks to assess the impact of rebates and program participation on customer decisions.

HEA incentives originate from two sources of funding and are thus reported to two different parties via the 2022 DSM Evaluation and 2021/22 Province of Nova Scotia (PNS) Evaluation Reports. The DSM evaluation is focused on reporting electr...

AI summary HEA incentives are funded through two sources and reported in two evaluations: the 2022 DSM Evaluation and the 2021/2022 Province of Nova Scotia (PNS) Evaluation Reports. EOne developed equations to avoid double counting and properly attribute savings, especially with the inclusion of the Canada Greener Homes Initiative as a co-funder.

ngs were capped at 0 kWh and the overall savings, taking into account the increase in electrical consumption, were claimed as non-electrical savings. The equations reference the following parameters: - › Electrical space heating energy con...

AI summary The text discusses how energy savings from space heating measures are calculated, noting that electrical space heating consumption is obtained from HOT2000 assessments and that non-modelled heating savings are reported in specific evaluation reports. Solar photovoltaic measures are excluded from these calculations and are instead claimed in the DSM Report.

Table 1: Reporting Requirements for Different Energy Savings 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 Dec...

AI summary Table 1 outlines reporting requirements for different energy savings scenarios, distinguishing between changes in electrical and non-electrical energy consumption, reporting obligations, equations used to calculate DSM and PNS savings, and the rationale for each scenario.

0-10 SCALE WITH END POINT LABELS– RECORD NUMBER [VOLUNTEERED] - 98. Don't Know - 99. Refused - D5. If there were no Heating System Rebates program, what is the likelihood that you would have kept your old heating system instead of installi...

AI summary This text presents a survey question asking respondents about the likelihood of keeping their old heating system if there were no Heating System Rebates program. It includes response options such as 'Don't Know' and 'Refused'.

[VOLUNTEERED] - 98. Don't know - 99. Refused - E2. Had you already decided to install a before you heard about the Heating System Rebates program? - 1. Yes - 2. No - 98. Don't know - 99. Refused - E3. [I[F E2=](#page-27-1)1] Just to confir...

AI summary The text contains survey questions related to customer participation in the Heating System Rebates program, including whether they had already decided to install equipment before learning about the program and how the rebate influenced their decision.

[DO NOT ACCEPT A RANGE – ASK [E5](#page-28-1) TO [E7](#page-28-2) SEQUENCE IN ORDER/DO NOT RANDOMIZE] E5. [ASK IF [A4=](#page-19-0)1] If there were no Heating System Rebates program, what is the likelihood that you would still have applied...

AI summary This question asks about the likelihood of applying for NS Power's Time-of-Day Rate and installing equipment if the Heating System Rebates program did not exist. It explores the relationship between rebate programs and customer participation in time-of-day rate plans.

[VOLUNTEERED] - 98. Don't Know - 99. Refused - E6. If there were no Heating System Rebates program, what is the likelihood that you would have postponed installing the by at least one year?

AI summary The text presents a survey question asking respondents about the likelihood of postponing the installation of equipment if the Heating System Rebates program were not available, with options for 'Don't Know' and 'Refused'.

[VOLUNTEERED] - 98. Don't know - 99. Refused - F5. Before participating in the Heating System Rebates program in 2023, had you at any time in the past seen Efficiency Nova Scotia advertisements or information discussing the benefits of ene...

AI summary The text includes a survey question about participants' exposure to Efficiency Nova Scotia's energy efficiency promotions prior to enrolling in the Heating System Rebates program in 2023, and whether those promotions influenced their decision to install energy-efficient equipment.

G. Satisfaction G1. [NET PROMOTER SCORE] Using a 0 to 10 scale, where 0 means "Definitely would not" and 10 means "Definitely would", what is the likelihood that you recommend the Heating System Rebates program to a friend or colleague?

AI summary The text presents a question about the Net Promoter Score for the Heating System Rebates program, asking respondents to rate on a scale from 0 to 10 how likely they are to recommend the program to others.

E2. Had you already decided to install a before you heard about the Heating System Rebates program? 2023 MSHP Biomass ETS Sample Size 5 - - 5 Yes 3 - - 3 No 2 - - 2 Base: Respondents who installed ETS

AI summary The question asks whether respondents had already decided to install heating equipment before learning about the Heating System Rebates program. The table shows responses for ETS, with 3 out of 5 respondents confirming they had already decided to install the equipment prior to hearing about the program.

[PROBE FOR:] - a. Differences in eligibility (which ones?) - b. Differences in incentive structure (which ones?) - c. Requirement for a Home Energy Assessment - d. Other differences (specify_________) - 98. Don't know [GO TO NEXT SECTION]...

AI summary The text contains a series of questions probing differences in program eligibility, incentive structures, and participation requirements, specifically focusing on the Heating System Rebates and Greener Homes programs. It also asks whether respondents are aware that customers cannot participate in both programs simultaneously.

G. Strengths and Challenges - G1. Overall, what is the main strength of the Heating System Rebates program? What are the other strong points of the Heating System Rebates program? - G2. What is the main challenge you have faced with this p...

AI summary This section of the regulatory proceeding document outlines two questions focusing on the strengths and challenges of the Heating System Rebates program, seeking insights into its main advantages and the difficulties encountered by the program and its customers.

H. Suggestions for Improvements - H1. Do you have any recommendations to improve the Heating System Rebates Program? - H2. What additional support, if any, could Efficiency Nova Scotia provide to help you promote, educate about or deliver...

AI summary The text presents a section of a regulatory proceeding asking for suggestions to improve the Heating System Rebates Program, including requests for additional support from Efficiency Nova Scotia and interest in educational sessions about the program.

C2. To the best of your knowledge, have your overall sales of MSHPs increased, decreased or stayed the same from 2022 to 2023? By what percentage an [increase/decrease]? Why do you think they have [increased/decreased/stayed the same]? [PR...

AI summary The question asks about changes in the sales of MSHPs from 2022 to 2023, including the percentage change and reasons, with potential factors such as federal incentives, the impact of COVID, supply chain issues, renovation demand, and inflation being considered.

Table 1: Free-Ridership Algorithm for Biomass D3. If you had not received the rebate from Efficiency Nova Scotia, would you have paid the entire cost of your ? (Scale 0 to 10) D3 = Answer x 10% IF DK OR REF: D3 = EMPTY PA1 Score: MEAN VALU...

AI summary This table outlines a free-ridership algorithm used to assess whether participants in the Green Heat program would have installed the equipment without the program's rebate. It includes questions about pre-decision installation, influence, and likelihood of postponement, with scores calculated based on responses.

EXECUTIVE SUMMARY This report presents the 2023 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 outlines the 2023 demand-side management (DSM) results for the New Residential program, administered by EfficiencyOne (EOne). The program, which includes the New Home Construction (NHC) component, aims to encourage energy efficiency 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 demand-side management...

AI summary EfficiencyOne (EOne) is an independent non-profit organization that delivers demand-side management (DSM) programs in Nova Scotia through the Efficiency Nova Scotia (ENS) franchise. EOne's 2023 DSM program portfolio includes the New Residential program, which focuses on New Home Construction (NHC). Econoler was commissioned to evaluate this portfolio, using a condensed impact evaluation method.

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 homeowners and builders to exceed energy efficiency building code requirements in new homes. Since 2015, it has been fully funded through demand-side management (DSM) funds and is available only to electrically heated households. The program involves registration, energy assessments, and rebates for meeting efficiency requirements.

[Table](#page-111-1) 10 below presents the annual gross savings for NHC. The gross savings at the generator were calculated using line loss factors between the meter and the generator of 1.095 for energy savings and 1.147 for peak demand s...

AI summary The text discusses the calculation of annual gross savings for new home construction (NHC) using line loss factors, referencing a 2014 study submitted to the Nova Scotia Utility and Review Board. It also mentions the 2020-2023 Measure Assessment, which provides parameters for evaluating energy and peak demand savings from DSM programs.

3.4 Realization Rate A comparison of the energy and peak demand savings values established through the 2023 evaluation to those tracked by EOne is presented in [Table](#page-114-1) 15. It also includes the realization rate, representing th...

AI summary This section discusses the realization rate, which is the ratio of evaluated net savings to tracked net savings for energy and peak demand savings, comparing the 2023 evaluation results with those tracked by EOne.

NEW RESIDENTIAL PROGRAM Appendix Report 2023 DSM EVALUATION March 11, 2024

AI summary The document is an appendix report from the 2023 Demand-Side Management (DSM) evaluation, dated March 11, 2024. It appears to be part of a regulatory proceeding related to the New Residential Program, likely focusing on energy efficiency and program performance.

EFFICIENT PRODUCT REBATES PROGRAM Final Report 2023 DSM EVALUATION March 12, 2024

AI summary This document is the final report of the 2023 DSM Evaluation, focusing on the Efficient Product Rebates Program. It provides an assessment of the program's performance and outcomes, contributing to the broader discussion on energy efficiency initiatives.

ABBREVIATIONS BER Business Energy Rebates BNI Business, non-profit and institutional CEE Consortium for Energy Efficiency DLC DesignLights Consortium DSM Demand-side management EER Energy efficiency ratio ENS Efficiency Nova Scotia EOne Ef...

AI summary This section lists abbreviations and their full forms used in the Nova Scotia regulatory proceeding, including terms related to energy efficiency, business rebates, and utility regulation.

EXECUTIVE SUMMARY This report presents the 2023 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 2023 demand-side management results for the Efficient Product Rebates program, administered by EfficiencyOne. The program includes the Business Energy Rebates (BER) component, which offers financial incentives to BNI participants to reduce electricity consumption and demand.

BER Findings and Recommendations This subsection presents the key findings from the BER evaluation. The Evaluator has no recommendations for BER. 2023 BER-Finding: BER net electrical energy savings and peak demand savings both exceeded tar...

AI summary The Business Energy Rebates (BER) program exceeded its energy and peak demand savings targets in 2023. Instant Rebates participation increased by 19%, while Application Rebates participation decreased by 21%, though energy savings per participant improved. Overall energy and peak demand savings increased slightly between 2022 and 2023, primarily due to savings from LED lighting.

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 demand-side management...

AI summary EfficiencyOne (EOne) is an independent, non-profit organization that delivers demand-side management (DSM) programs in Nova Scotia through the Efficiency Nova Scotia (ENS) franchise. EOne's 2023 DSM program portfolio includes the Efficient Product Rebates program, which is evaluated using parameters such as unitary savings values, adjustment ratios, 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 in Nova Scotia to reduce electricity consumption and peak demand. The program offers prescriptive rebates and financing, with two services: Application Rebates and Instant Rebates. Specific criteria must be met for eligibility, and rebate amounts were increased in 2022 and 2023 to boost participation. The program aims to achieve significant energy and demand savings by 2023.

Table 5: Implementation Status of Past Recommendations for BER # Past Recommendations Status Comments 2022-BER-R2 Explore ways to increase BER decision-makers' awareness about the DLC Premium certification, for example through the promotio...

AI summary The implementation status of recommendation 2022-BER-R2 shows that EOne has taken steps to increase awareness of DLC Premium certification through webinars, promotional materials, and an EPP pilot that incentivizes the installation of DLC Premium lighting products.

BER Overall As presented in [Figure](#page-142-0) 7 below, BER generated a total of 48.045 GWh in gross energy savings at the generator in 2023, which represents a 5% increase compared to 2022 results and a return to 2021 levels. In 2023,...

AI summary In 2023, the Business Energy Rebates (BER) program achieved 48.045 GWh in gross energy savings, a 5% increase from 2022 and a return to 2021 levels. Peak demand savings also increased by 4%, primarily driven by savings from LED linear lamps and fixtures under the Instant Rebates component.

Note on Margin of Error For evaluation activities that yield quantitative results based on a sample, the Evaluator aimed to achieve a maximum margin of error of 10% at a confidence level of 90%. This means that, if measurements were conduc...

AI summary This note explains the margin of error used in evaluations based on sampled data, aiming for a 10% margin of error at a 90% confidence level. It clarifies that precision refers to reproducibility, not accuracy, and notes that the condensed BER evaluation did not require margin of error calculations.

3 Impact Evaluation for Application Rebates The objectives of the 2023 Application Rebates impact evaluation were to determine gross and net electrical energy and peak demand savings.

AI summary The 2023 Application Rebates impact evaluation aimed to assess gross and net electrical energy and peak demand savings.

3.2 Gross Savings Gross savings refer to changes in energy consumption resulting from actions taken by participants regardless of their reasons for participating. 5 For each Application Rebates project, EOne tracks annual gross savings usi...

AI summary Gross savings are defined as changes in energy consumption due to participant actions. EOne uses the BER CIRx Screening Tool version 1.6 to track annual gross savings for each Application Rebates project, including calculation methodologies and equipment parameters.

3.2.1 Adjustment Ratios [Table](#page-145-4) 7 outlines the adjustment ratios applied in the 2023 evaluation. These ratios were all established using 2022 project review results with the exception of the lighting measure category whose rat...

AI summary Table 7 outlines adjustment ratios used in the 2023 evaluation, which were mostly based on 2022 project review results, except for the lighting measure category that retained 2021 values.

3.2.2 Interactive Effects Interactive effects occur when the implementation of energy efficiency measures has an impact on the energy consumption of other elements such as heating and cooling; this is considered in the gross savings standa...

AI summary This section discusses interactive effects in energy efficiency measures, focusing on lighting projects under the BER program. Adjustments based on the BER CIRx Screening Tool were applied, and observations from site visits were used to ensure accurate interactive effects factors were used.

3.2.3 Effective Useful Life As part of the 2020-2023 Measure Assessment (MA) 7 activities, the Evaluator reviewed the EUL values used in the calculation of electrical energy savings that are expected to persist over time. The EUL values es...

AI summary The document discusses the evaluation of effective useful life (EUL) values used to calculate electrical energy savings over time, referencing the 2020-2023 Measure Assessment. The EUL values from previous evaluations remain valid for the 2023 assessment, and the weighted average EUL is 17.0 years for gross and net savings.

3.2.4 Evaluated Gross Savings The savings achieved for each Application Rebates measure category are presented in [Table](#page-148-0) 9 below. Both energy and peak demand savings were revised by applying the adjustment ratios discussed in...

AI summary The document discusses the calculation of energy and peak demand savings for rebate measures, using line loss factors and adjustment ratios. It references the 2014 Cost of Service Study Progress Update and the final 2023 tracking sheet for data.

Table 9: Evaluated 2023 Application Rebates Gross Energy and Peak Demand Savings Measure Category Agriculture Kitchen Compressed Air Water Heating HVAC Lighting Energy Savings Tracked Gross Energy Savings Without Adjustment Ratio – at the...

AI summary Table 9 presents an evaluation of energy and peak demand savings from the 2023 application rebates across various categories, including adjustments made using HSPF2 and line loss factors. The data includes gross energy savings at the meter and generator, effective useful life, and lifetime energy savings.

The only differences between tracked and evaluated savings outlined in the figures are due to updating the HSPF and SEER values used in heat pump savings calculations to HSPF2 and SEER2. Figure 8: 2023 Application Rebates Tracked and Evalu...

AI summary The document discusses the differences between tracked and evaluated savings in the 2023 Application Rebates, attributing the differences to the update of HSPF and SEER values to HSPF2 and SEER2. Figures 8 and 9 illustrate gross energy and peak demand savings, while Table 10 outlines GHG emissions reductions using a Nova Scotia-specific factor.

Table 13: Evaluated 2023 Application Rebates Net Energy and Peak Demand Savings Measure Category Agriculture Commercial Kitchen Compressed Air DHW HVAC Lighting Energy Savings Gross Energy Savings – at the Meter (GWh) 0.185 0.011 0.001 0.0...

AI summary Table 13 presents the evaluated 2023 application rebates for net energy and peak demand savings across various measure categories. The table includes data on gross and net energy savings, net-to-gross evaluation (NTGR), line loss factors, and lifetime energy savings for each category. This information is used to assess the effectiveness of energy efficiency programs.

[Table](#page-154-1) 14 below compares the energy and peak demand savings established through the 2023 Application Rebates evaluation to those outlined in the 2023 tracking sheet. It also includes the realization rates, representing the ra...

AI summary Table 14 compares the energy and peak demand savings from the 2023 Application Rebates evaluation with those in the 2023 tracking sheet, including realization rates for energy and peak demand savings.

Gross Savings Net Savings Realization Rate Value Unit Value Unit Energy Savings Tracked Savings by EOne 11.483 GWh 0.74 8.498 GWh Evaluation Results 11.406 GWh 0.74 8.440 GWh 99% Peak Demand Savings Tracked Savings by EOne 1.854 MW 0.74 1....

AI summary The document presents energy and peak demand savings tracked and evaluated by EOne, with slight differences attributed to the use of updated HSPF2 and SEER2 values in evaluations. The realization rates for both energy and peak demand savings are 99% and 100%, respectively.

4 Impact Evaluation for Instant Rebates The objectives of the 2023 Instant Rebates impact evaluation were to determine gross and net electrical energy and peak demand savings.

AI summary The 2023 Instant Rebates impact evaluation aimed to assess gross and net electrical energy and peak demand savings, providing insights into the effectiveness of the program.

4.1 Tracking Sheet Audit To ensure program service 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 results obtained...

AI summary A tracking sheet audit was conducted to verify the completeness and consistency of data submitted by EOne, ensuring reliable compilation of program service results. Corrected tracked savings results are presented in Appendix II.

4.2 Gross Savings For Instant Rebates, gross savings refer to changes in energy consumption resulting from actions taken by participants regardless of their reasons for participating. 11 Since the identification of eligible measures for pa...

AI summary The section discusses how gross savings for Instant Rebates are calculated based on changes in energy consumption, using assumptions and specific equations for different measure types. It mentions the use of parameters like baseline wattages, ballast factors, and peak coincidence factors, and references the 2020-2023 Measure Assessment for detailed calculations.

4.2.1 Summary of Adjustments to Gross Energy Savings As part of the 2020-2023 Measure Assessment activities, the Evaluator reviewed the equation parameters such as the hours of use (HOUs) and baseline wattages used to determine the energy...

AI summary The Evaluator reviewed parameters like hours of use and baseline wattages for Instant Rebates energy savings under the 2020-2023 Measure Assessment. No changes were made to Instant Rebates energy savings in 2023.

4.2.2 In-service Rates Research indicates that a percentage of measures purchased through rebate programs might be stored for later use. As part of the 2020-2023 Measure Assessment activities, the Evaluator established the ISR for Instant...

AI summary Research suggests that some rebate-program measures may be stored for future use. The Evaluator set an In-Service Rate (ISR) for Instant Rebates in 2020-2023, maintaining an 85% ISR for LED linear lamps and 100% ISR for fixtures, occupancy and motion sensors, and circulator pumps in 2023.

4.2.3 Peak Demand Savings As part of the 2020-2023 Measure Assessment activities, the Evaluator established a PCF of 60% for indoor lighting measures. This percentage constitutes the weighted average PCF of all indoor lighting measures ins...

AI summary The Evaluator established a Peak Capacity Factor (PCF) of 60% for indoor lighting measures based on weighted averages from 2022 installations through Application Rebates and SBES. Outdoor measures and circulator pumps had a PCF of 100%, assuming operation during peak demand periods.

4.2.4 Interactive Effects Interactive effects occur when the implementation of energy efficiency measures has an impact on the energy consumption of other elements such as heating and cooling; this is taken into account in the gross unitar...

AI summary The text discusses interactive effects in energy efficiency measures, particularly how they impact heating and cooling systems. Factors were calculated using data from 2022 and adjusted for the 2023 tracking sheet, focusing on recessed fixtures and their limited interaction with heating and cooling systems.

Table 15: 2023 Instant Rebates Interactive Effects Factor Calculation Results Measure Interactive Effects Factor for Energy Savings Interactive Effects Factor for Peak Demand Savings LED Linear Fixtures Recessed -4.9% -9.2% Non-recessed -8...

AI summary Table 15 presents the 2023 Instant Rebates Interactive Effects Factor Calculation Results, showing varying percentages of energy and peak demand savings for different measures such as LED fixtures, motion sensors, and circulator pumps.

4.2.6 Evaluation Gross Savings The energy and peak demand savings associated with Instant Rebates were calculated using the unitary savings values (including baseline wattages, the actual wattages of efficient measures, ballast factors whe...

AI summary This section discusses the calculation of energy and peak demand savings from Instant Rebates using unitary savings values from the 2020-2023 Measure Assessment. Line loss factors used in the calculation were based on the 2014 Cost of Service Study Progress Update submitted to the Nova Scotia Utility and Review Board.

Table 16: Evaluated 2023 Instant Rebates Gross Energy and Peak Demand Savings Measure Category LED Linear Fixtures LED Linear Lamps LED Outdoor Fixtures LED Directional and Architectural Fixtures Outdoor Motion Sensors Indoor Occupancy/ Mo...

AI summary Table 16 presents evaluated 2023 instant rebates gross energy and peak demand savings across various measures, including LED fixtures, motion sensors, and circulator pumps. The table includes energy savings, adjustment ratios, in-service rates, and peak demand savings, providing a detailed breakdown of savings at the meter and generator levels.

Evaluated gross energy savings were close to tracked savings. The slight differences between tracked and evaluated peak demand savings for LED linear fixtures and LED linear lamps were due to the revision of interactive effects. Figure 10:...

AI summary The text discusses the evaluation of energy savings from LED lighting programs, noting that gross energy savings were close to tracked savings. It also mentions the calculation of GHG emissions reductions using a Nova Scotia-specific factor applied to Instant Rebates gross savings.

Table 20: Evaluated 2023 Instant Rebates Net Energy and Peak Demand Savings Measure Category LED Linear Fixtures LED Linear Lamps LED Outdoor Fixtures LED Directional and Architectural Fixtures Outdoor Motion Sensors Indoor Occupancy /Moti...

AI summary Table 20 presents the evaluated 2023 Instant Rebates Net Energy and Peak Demand Savings across various measures. It includes gross and net energy savings, line loss factors, effective useful life, and net lifetime energy savings, as well as peak demand savings at the meter and generator levels.

Gross Savings NTGR Net Savings Realization Rate Value Unit Value Unit Energy Savings Tracked Savings by EOne 36.683 GWh 0.83 30.409 GWh Evaluation Results 36.639 GWh 0.83 30.373 GWh 100% Peak Demand Savings Tracked Savings by EOne 5.623 MW...

AI summary The evaluated net energy and peak demand savings were close to the values tracked by EOne. The only differences are attributed to the slight increase in interactive effects.

Table 22: Comparison of 2023 BER Tracked and Evaluated Savings at the Generator Gross Savings NTGR Net Savings Realization Rate Value Unit Value Unit Energy Savings Tracked Savings by EOne 48.166 GWh 0.81 38.907 GWh 100% Evaluation Results...

AI summary Table 22 compares the 2023 BER tracked and evaluated savings at the generator level, showing energy and peak demand savings by EOne and evaluation results, along with NTGR values and realization rates.

6 BER Key Findings and Recommendations The main objectives of the 2023 BER evaluation were as follows: › Calculate gross and net BER energy savings, namely electrical first-year and lifetime energy savings, peak demand savings, as well as...

AI summary The 2023 BER evaluation found that BER exceeded its energy savings and peak demand savings targets by 29% and 13%, respectively. Instant Rebates participation increased by 19%, while Application Rebates participation decreased by 21%, though energy savings per participant increased. Evaluated savings were nearly identical to tracked results by EOne.

LIST OF APPENDICES The following are presented in the Efficient Product Rebates Program – Appendices document.

AI summary The document provides a list of appendices from the Efficient Product Rebates Program – Appendices document, which is part of a regulatory proceeding in Nova Scotia.

APPENDIX II BER Instant Rebates Tracking Sheet Audit This appendix presents the main results of the tracking sheet audit performed by the Evaluator, which was aimed at: - › Verifying that all data fields required for the evaluation were in...

AI summary This appendix outlines the results of a tracking sheet audit conducted to verify the completeness and accuracy of data submitted by EOne for the BER Instant Rebates program. The audit focused on ensuring consistency in parameters and calculation methods used to determine energy and peak demand savings.

Table 3: 2023 Instant Rebates Corrected Tracked Savings - Pumping Program Component Results Value Tracked by EOne Corrected Tracked Value Value Unit Value Unit Value Instant Rebates - Pumping Gross Energy Savings – at the Generator 0.367 G...

AI summary Table 3 presents corrected tracked savings for the 2023 Instant Rebates Pumping program. Both gross and net energy and peak demand savings at the generator are nearly identical, with minimal changes after correction.

APPENDIX III BER 2023 Recommendations The Evaluator made no specific recommendation as part of the 2023 evaluation of BER. 2475, Laurier boul., Suite 250 Quebec City, QC G1T 1C4 Canada Tel.: 418-692-2592 Fax: 418-692-4899

AI summary The Evaluator did not make any specific recommendations as part of the 2023 evaluation of the Business Energy Rebates (BER) program.

2023 DSM EVALUATION March 20, 2024 In collaboration with:

AI summary The document is titled '2023 DSM Evaluation' and is dated March 20, 2024. It is a collaborative effort, though the specific content of the evaluation is not visible due to the presence of image placeholders.

Table 1: Summary of 2023 Custom Incentives Program Evaluation Program Evaluation Type Methodology Component Impact Process Market Custom Comprehensive X - Retrofit › Participant phone interviews (New Construction) › Consultant and Business...

AI summary In 2023, the Strategic Energy Management (SEM) and Energy Management Information Systems (EMIS) programs were merged into a single component. The evaluation of the Custom Incentives Program in 2023 included comprehensive assessments of retrofit and new construction projects, involving interviews, project reviews, and calculations for greenhouse gas (GHG) emissions reduction.

Table 2: Overall 2023 Custom Incentives Participation and Savings Participation Level Gross Savings NTGR Net S Net Savings Value Unit Value Unit Value Unit Value Custom Energy Savings Projects Completed 28.377 GWh 0.77 21.746 GWh Lifetime...

AI summary Table 2 summarizes the 2023 Custom Incentives Program's participation and savings, showing that the program nearly met its energy savings target but fell short of its peak demand savings target. The table includes metrics like energy savings, GHG emission reductions, and EUL.

Custom General Key Findings and Recommendations 2023 Custom Finding: Custom achieved 21.746 GWh in net electrical energy savings and 3.053 MW in net peak demand savings at the generator in 2023, thus falling short of the planned electrical...

AI summary In 2023, Custom fell short of its energy and peak demand savings targets, partly due to decreased participation and adjustments made during project reviews. Free-ridership levels increased for Retrofit and solar PV projects, while spillover effects were minimal. Evaluated savings were lower than those tracked by EOne.

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 demand-side management (DSM) for No...

AI summary EfficiencyOne (EOne), a non-profit organization, delivers energy efficiency programs in Nova Scotia through the Efficiency Nova Scotia (ENS) franchise. EOne's 2023 Custom Incentives program, including Custom and Strategic Energy Management (SEM) components, was evaluated by Econoler. The evaluation focuses on baseline definitions, savings calculation methodologies, parameter values, and net-to-gross ratios.

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 peak demand. Bu...

AI summary Custom provides technical assistance, financial incentives, and project financing to large business, non-profit, and institutional participants to reduce electricity consumption and peak demand. Business development managers assist participants in advancing their projects and identifying consultants.

Retrofit - Technical and financial support to help organizations conduct scoping and feasibility studies - Technical and financial support for the implementation of energy efficiency projects using a customized and flexible approach\ - •Or...

AI summary The Retrofit program provides technical and financial support for energy efficiency projects, targeting organizations with annual electricity consumption of 350,000 kWh or higher, provided that projects have not yet started.

Pay-for-Performance (P4P) - Financial support for reductions in electricity consumption achieved through a variety of capital and behavioural energy efficiency upgrades - •Incentives are based on verified facility energy performance - Orga...

AI summary The Pay-for-Performance (P4P) program provides financial support for electricity consumption reductions through energy efficiency upgrades. Eligibility is based on annual consumption and project-generated savings. Savings claims are categorized into partial, single-year, and multiyear projects, with adjustments applied in 2023. Combined programs aim for 22.730 GWh of net energy savings and 5.280 MW of peak demand savings in 2023.

Table 5: Implementation Status of Past Recommendations for Custom # Recommendations Status Comments 2022 Retrofit R1 Collect the required data and undertake a study to quantify, with reasonable confidence, a Nova Scotia relevant adjustment...

AI summary This table details the implementation status of a 2022 retrofit recommendation related to solar PV projects in Nova Scotia. The recommendation involved quantifying adjustment ratios between simulation software performance estimates and actual field performance. EOne provided energy production data for 18 solar PV projects, and the Evaluator determined distinct adjustment ratios for each modelling tool, which are now applied in the DSM evaluation process.

Retrofit In 2023, energy and/or demand savings were generated by a total of 107 Retrofit projects, including: - › 93 projects completed in 2023 - › 62 single-year projects started and completed in 2023 - › 31 multiyear projects completed i...

AI summary In 2023, 107 Retrofit projects generated energy and demand savings, with 93 completed projects leading to a 37% increase in completed projects compared to 2022. Energy savings per project rose by 12%, and Retrofit achieved 15% more gross energy savings than in 2022, though gross demand savings decreased by 41% due to the inclusion of Operational Demand Reduction projects in 2022. Major contributors to energy savings were refrigeration, motors, compressed air plant upgrades, and solar PV projects.

2 Custom Evaluation Approach The 2023 Custom evaluation comprised a comprehensive impact evaluation for Retrofit, Building Optimization, and New Construction. For Building Optimization, given its smaller contribution to Custom savings, NTG...

AI summary The 2023 Custom evaluation focused on assessing the impact of Retrofit, Building Optimization, and New Construction programs. It aimed to calculate energy savings, develop a method for solar PV projects, and gather participant perspectives and motivations. The evaluation used NTGR results for Building Optimization and outlined research questions, methods, and sample sizes.

Table 6: 2022 Custom Evaluation Approach Evaluation Objectives Research Questions Methodology Collect information on participant and partner perspectives on Retrofit › What is the level of satisfaction with the different elements of Custom...

AI summary This section discusses the 2022 Custom Evaluation Approach, focusing on collecting information on participant and partner perspectives on Retrofit. It outlines research questions related to satisfaction, impact of decarbonization and electrification objectives, challenges, and ways to improve Custom. The methodology includes interviews with Business Development Managers, participants, and consultants.

Participant Phone Interviews To collect information on participant free-ridership and perspectives, the Evaluator conducted participant phone interviews with 13 regular Retrofit participants, six solar PV participants, 7 and eight New Cons...

AI summary The Evaluator conducted phone interviews with participants in Retrofit, solar PV, and New Construction programs to gather information on free-ridership and perspectives. Interview guides are provided in appendices for each participant group.

Project File Reviews and Participant Site Visits or Follow-up Phone Interviews In the fall of 2023 and January 2024, Econoler and its subcontractor CDM Energy Solutions carried out a full technical review of project documentation for 20 re...

AI summary In 2023 and early 2024, Econoler and CDM Energy Solutions reviewed project documentation for 20 Retrofit and six Building Optimization projects. Site visits and phone interviews were conducted to finalize reviews and gather data on freeridership and spillover effects among Retrofit participants.

Savings Verification In the fall of 2023 and January 2024, the Evaluator completed savings verifications of eight compressed air leak audit projects, by validating that the correct input parameters were used to estimate savings for all com...

AI summary In 2023 and early 2024, the Evaluator performed savings verification for eight compressed air leak audit projects, ensuring accurate input parameters were used. Additionally, interviews with 15 solar PV participants were conducted to assess free-ridership levels.

3.1.1 Consultant Involvement in Retrofit Among the eight consultants interviewed, four occupy an ownership position within the company, and four are involved in sales either as an account manager (n=2), a vice president of sales (n=1), or...

AI summary This section discusses the involvement of consultants in the Retrofit program, detailing their roles, experience, and responsibilities throughout the retrofit process, including eligibility confirmation, scoping studies, implementation, and measurement and verification.

3.1.2 Participant Recruiting Interviewed consultants reported multiple avenues through which Retrofit projects are initiated. For the most part, consultants initiate the discussion with their clients about participating in Retrofit (n=7),...

AI summary Consultants reported that Retrofit projects are typically initiated by consultants, clients, or EOne. Half of the consultants help clients decide between BER and Retrofit, with EOne providing guidance. Consultants have mixed views on Retrofit's impact on their business, with some seeing benefits and others not.

Participant Perspectives Most participants learned about Retrofit directly from EOne staff or marketing (n=5) or were already aware of the service before considering their project (n=4). Other sources of awareness are through an electricia...

AI summary Most participants learned about the Retrofit program through EOne staff or marketing, or were already aware of it. Motivations for participation include improving building efficiency, saving on energy costs, and replacing old equipment. Financial incentives and energy cost savings are the primary motivators.

Consultant Perspectives Consistent with participant feedback, consultants indicated that project costs and insufficient returns on investment are the primary barriers to businesses carrying out energy efficiency projects (n=6). Two consult...

AI summary Consultants identified project costs, insufficient returns on investment, and lengthy timelines as key barriers to energy efficiency projects for businesses. They suggested standardizing forms and providing additional training for EOne staff to reduce administrative burdens and improve processing times.

Consultant Perspectives Overall for Retrofit projects, consultants were more likely to point out challenges with M&V than participants. Two consultants said that cost is a challenge; in some cases, the M&V cost exceeded the Retrofit incent...

AI summary Consultants highlight challenges with M&V in Retrofit projects, including cost issues and difficulties in fluctuating energy usage. They suggest improvements like independent M&V, aligning M&V with feasibility studies, and covering M&V costs through Retrofit incentives.

3.1.7 Satisfaction and Support from EOne

AI summary This section discusses the satisfaction and support from EOne, highlighting their role and contributions in the context of the proceeding.

Participant Perspectives Since solar PV projects are now distinguished from regular Retrofit projects within the Retrofit offer, participant satisfaction results are presented separately for each project category. Participants are satisfie...

AI summary Participants expressed high satisfaction with Custom Retrofit projects, with solar PV participants scoring higher than regular Retrofit participants. EOne received positive feedback for its responsiveness and technical expertise but faced criticism regarding rebate amounts and clarity in energy savings calculations.

Table 8: Reasons for Dissatisfaction Factor Assessed Reasons for Dissatisfaction/What Could Be Improved (#) n=4 Value of the service relative to the time and cost involved › Incentives too low/should be more value for the customer (1) › Cu...

AI summary The table outlines reasons for dissatisfaction with retrofit programs, citing issues such as low incentives, complex processes, expensive equipment, and poor customer support. Consultants report that the programs are too time-consuming, not financially rewarding, and lack adequate support and transparency.

Objectives According to the program manual, Retrofit and Custom Incentives more broadly have the following objectives: - › Influence electrical energy efficiency and system peak demand reduction projects in Nova Scotia - › Build awareness...

AI summary The objectives of Retrofit and Custom Incentives programs are outlined, emphasizing energy efficiency and system peak demand reduction. However, the logic model fails to adequately represent the third and fourth objectives, particularly the barriers customers face and the diversification of EOne program offerings.

Barriers and Actions The logic model indicates the primary barrier to achieving program objectives is that projects are "not eligible for standard EOne programs". While this is a legitimate barrier to the execution of large and complex ene...

AI summary The logic model for the Retrofit program underestimates barriers such as project eligibility, cost, and lack of technical support. It also fails to account for program actions like SEM and OEMs, which provide project management resources. The model assumes Retrofit participation will lead to spillover, but this is not well-supported.

4.2.1 Savings Verification for Compressed Air Leak Audit Projects For compressed air leak audit projects, the Evaluator verified savings by validating that the correct input parameters were used to estimate savings and applying a previousl...

AI summary The Evaluator verified savings for compressed air leak audit projects by using correct input parameters and applying the 2021 Retrofit adjustment ratios to estimate gross savings for each file.

4.2.3 Project Review Sampling Methodology – Regular Retrofit Projects For the regular Retrofit project category, the Evaluator used a stratified sampling approach to select 20 projects for review from a total of 54 projects completed in 20...

AI summary The Evaluator used a stratified sampling approach to review 20 out of 54 completed regular Retrofit projects in 2023, focusing on energy savings. Larger projects were fully sampled, while smaller ones were sampled at a lower rate. The selected projects represented 72% of total tracked energy savings, and partially claimed savings were excluded from the review.

4.2.4 Project Review Findings – Regular Retrofit Projects The Evaluator reviewed the project sample to ensure the best measurement and verification practices were applied for commercial and industrial energy efficiency projects and adjuste...

AI summary The Evaluator reviewed 20 sampled retrofit projects and adjusted savings calculations for nine of them. Adjustments included both energy and peak demand savings, as well as corrections to M&V methodologies. Improvements in M&V quality were noted in 2023 following the implementation of EOne's updated guidelines.

4.2.7 Evaluated Gross Savings Savings for Retrofit are claimed under three defined categories: (1) Partial savings; (2) final savings for singleyear 2023 projects; and (3) final savings for multiyear projects. For projects that claimed par...

AI summary The document discusses the evaluation of gross savings for Retrofit projects, categorizing savings into partial, single-year 2023, and multiyear projects. A true-up adjustment is applied to projects completed in 2023 to align savings with the adjustment ratio determined for the year of completion. Adjustment ratios are derived from prior subsections and are detailed in Table 12.

Table 13: Example of a 2023 True-up Adjustment 2022 2023 Total Tracked Savings (kWh) 838,744 1,032,154 1,870,898 Year-specific Adjustment Ratio 0.916 1.017 Revised Savings Prior to True-up (kWh) 768,290 1,049,701 1,817,990 Total Project Re...

AI summary Table 13 illustrates a 2023 true-up adjustment, showing tracked savings and the application of adjustment ratios to revise energy savings. Table 14 outlines overall evaluated gross savings for Retrofit projects, using adjustment ratios from Table 12 and true-up adjustments for multiyear projects completed in 2023. Line loss factors based on the 2014 Cost of Service Study Progress Update were used in calculating savings at the generator.

4.3.2 Spillover For Retrofit, participant spillover occurs when participants implement eligible energy efficiency measures due to influence from previously participating in the service without receiving any kind of additional support. The...

AI summary The document discusses spillover effects in the Retrofit program, where participants implement energy efficiency measures independently after participating in the service. The Evaluator used phone interviews and an algorithm to assess spillover, estimating 2% for regular Retrofit and 1% for solar PV projects.

5 New Construction Impact Evaluation The objective of the 2023 New Construction impact evaluation was to determine gross and net electrical energy and peak demand savings. Unlike Retrofit, New Construction currently claims only one type of...

AI summary The 2023 New Construction impact evaluation aimed to assess gross and net electrical energy and peak demand savings, with New Construction currently claiming only final savings, unlike Retrofit programs.

Energy Savings Positive or negative adjustments were made to the tracked gross energy savings of all 12 projects reviewed by the Evaluator for 2023. The energy model reviews resulted in an average adjustment ratio of 0.829 for gross energy...

AI summary The Evaluator made adjustments to the gross energy savings of 12 projects in 2023, with an average adjustment ratio of 0.829. Adjustments included discrepancies between as-built and design specifications, application of a new methodology for water loop heat pumps, clerical errors, and minor but numerous adjustments.

Peak Demand Savings To establish evaluated peak demand savings, the Evaluator averaged the monthly peak demand reductions calculated in the revised energy models for the months of December, January, and February. The differences between tr...

AI summary The Evaluator calculated evaluated peak demand savings by averaging monthly peak demand reductions in December, January, and February. Discrepancies between modelled and tracked demand savings were significant, with most projects differing by over 20%. After adjustments, the average adjustment ratio was 0.776 with a 12.6% margin of error.

Gross Savings NTGR Net Savings Realization Rate Value Unit Value Value Unit Value Energy Savings Tracked Savings by EOne 7.937 GWh 0.61 4.842 GWh Evaluation Results 6.581 GWh 0.69 4.529 GWh 94% Peak Demand Savings Tracked Savings by EOne 2...

AI summary Evaluated energy and peak demand savings were lower than those tracked by EOne due to adjustments in energy models, leading to a downward adjustment in gross savings. This was partially offset by a lower free-ridership level compared to the tracked value.

6.4 Realization Rate A comparison of the energy and peak demand savings values established through this evaluation and those tracked by EOne is presented in [Table](#page-39-1) 30 below. It also includes the realization rate, representing...

AI summary This section discusses the realization rate, which is the ratio of evaluated net savings to tracked net savings for both energy and peak demand savings, as compared between the evaluation and EOne's tracking.

8 Custom Key Findings and Recommendations The main objectives of the 2023 Custom evaluation were as follows: - › Calculate gross and net results, namely electrical first-year and lifetime energy savings, peak demand savings, as well as avo...

AI summary The 2023 Custom evaluation aimed to calculate energy savings, develop a semi-prescriptive approach for Retrofit solar PV projects, and collect participant perspectives, motivations, and barriers. The findings and recommendations are outlined, with some applying broadly to Custom and others specific to certain services.

General Custom Key Findings and Recommendations 2023 Custom Finding: Custom net electrical energy and peak demand savings fell short of targets in 2023. Custom achieved 21.746 GWh in net electrical energy savings and 3.053 MW in net peak d...

AI summary In 2023, Custom's net electrical energy and peak demand savings fell short of targets by 4% and 42% respectively. Participation in Custom programs decreased due to the lack of Pay-for-Performance (P4P) service and the removal of the Retrofit Operational Demand Reduction offer. Project reviews led to adjustments in energy and peak demand savings for Retrofit, New Construction, and Building Optimization.

Retrofit Key Findings and Recommendations 2023 Retrofit Finding: Participants are very satisfied with Custom Retrofit while consultants are somewhat satisfied. Participants are particularly satisfied with EOne's performance as well as the...

AI summary Participants are highly satisfied with EOne's Custom Retrofit program, particularly its performance and staff responsiveness, though consultants find the offer complex and incentive levels insufficient for deep retrofits. Both parties are likely to recommend the program.

2023 Retrofit Finding: Participants place a high value on savings measurement and verification and find the process generally easy to follow. While participants found the measurement and verification process valuable, some consultants indi...

AI summary Participants value the savings measurement and verification process, but some consultants suggest streamlining it by creating consistent templates for common project types like motor and refrigeration upgrades to reduce administrative burden.

9.1 SEM Description In 2023, SEM and Energy Management Information Systems (EMIS) were merged into one program component. Previously, SEM and EMIS were offered as separate program components. SEM provides industrial and institutional parti...

AI summary The Strategic Energy Management (SEM) program, merged with Energy Management Information Systems (EMIS) in 2023, supports industrial and institutional participants in implementing energy management practices. Eligible participants receive funding and support for energy-saving actions, audits, and training, with the goal of achieving continuous energy savings and improving long-term energy performance.

Figure 15: 2023 SEM Participation Process Summary Eligibility Check, Memorandum of Understanding (MOU), and Kick-off Meeting - Once approved, eligible participants must first sign a MOU that outlines the project scope, participant requirem...

AI summary The 2023 SEM Participation Process involves eligibility checks, signing MOUs, kick-off meetings, energy team formation, and development of energy management policies. Participants host energy improvement events, develop energy management plans, and undergo savings verification. Performance-based incentives are offered at different rates depending on participation in the Large Industrial initiative. The program aimed for 3.002 GWh of energy savings and 0.343 MW of peak demand savings.

Table 32: Implementation Status of Past Recommendations for SEM # Recommendations Status Comments 2022 SEM – R1 Investigate the impact of interruptible load rates on peak demand savings and, if needed, implement changes to peak demand savi...

AI summary The document discusses the implementation status of past recommendations related to the Service Efficiency Measure (SEM). Key actions include investigating interruptible load rates, including rationale in M&V reports, and conducting process evaluations for SEM and Custom Retrofit. These actions were completed with collaboration from EOne and NS Power.

Service Provider Interview In November 2023, the Evaluator conducted a 1.5-hour phone interview with Energy Performance Services (EPS), the current Service Provider for all SEM participants. The interview covered subjects such as satisfact...

AI summary In November 2023, the Evaluator conducted a 1.5-hour phone interview with Energy Performance Services (EPS), the current Service Provider for all SEM participants, covering topics like satisfaction, barriers to implementing strategic energy management protocols, and compliance with CEE SEM Minimum Elements.

11 SEM Process Evaluation The results of the SEM process evaluation are separated into two main sections. Subsection [11.1](#page-55-0) summarizes participant perspectives and outlines some key elements brought forward during the BDM and t...

AI summary The SEM process evaluation is divided into two sections: the first summarizes participant perspectives from interviews, and the second focuses on a logic model review.

11.1 Participant Perspectives Interviews were conducted with all nine participants currently enrolled in SEM. In addition to the questions designed for impact evaluation purposes, survey participants were asked questions regarding their aw...

AI summary Interviews were conducted with nine participants in the Strategic Energy Management (SEM) program to evaluate their awareness, motivations, barriers, satisfaction, and recommendations for improvement.

SEM participant quotes: "It was difficult trying to figure out the right mix of who needs to be on the team to ensure good representation from the maintenance, facilities, equipment, and production teams so that we fully understood what co...

AI summary Participants in the SEM program found initial challenges in team composition and collaboration with service providers but now see value in the program. Many are focused on decarbonization, though some do not immediately see the link between electricity efficiency and emissions reduction. Most participants have or are implementing EMIS systems, though some lack the resources to do so.

11.2.2 Logic Model The main objective of the logic model is to link program objectives to the barriers that prevent achieving the objectives and identify actions or means to reduce the barriers. The Evaluator therefore assessed each of tho...

AI summary The logic model aims to connect program objectives with barriers to achieving them and identify actions to reduce those barriers. The evaluator assessed the components of the current SEM logic model, checked their alignment with previous findings, and identified missing components and potential improvements.

12.2.1 Project Review Findings The Evaluator reviewed the calculation methodologies for the abovementioned six projects based on project documentation as well as the information obtained through interviews with participants and the Service...

AI summary The Evaluator reviewed six projects using a bottom-up M&V approach, found methodologies generally thorough, and made minor adjustments to energy savings. Adjustments included corrections to a variable frequency drive measure and an oversight in peak demand savings calculations. Overall adjustment ratios were 0.997 for energy and 1.340 for peak demand savings.

12.4 Realization Rate A comparison of the energy and peak demand savings values established through this evaluation and those tracked by EOne is presented in [Table 38](#page-64-1) below. It also includes the realization rate, representing...

AI summary This section compares energy and peak demand savings values evaluated in this proceeding with those tracked by EOne, and presents the realization rate as the ratio of evaluated net savings to tracked net savings for both energy and peak demand.

3 SEM-Finding: SEM is effective at addressing the knowledge barrier, although the lack of available staff and lower priority level for energy management remain significant barriers for participants. Recommendation #3: Better communicate th...

AI summary The SEM program is effective in addressing knowledge barriers but faces challenges due to staffing shortages and low priority. Better communication of SEM's value, especially in decarbonization, is recommended. M&V methodologies were accurate, but peak demand savings were underestimated by 34% due to unaccounted projects.

Table 39: Overall 2023 Custom Incentives Participation and Evaluated Savings Participation Level Gross Gross Savings Net Savings Value Unit Value Unit Value Unit Value

AI summary Table 39 presents data on the participation levels and evaluated savings from custom incentives in 2023, including gross and net savings across different categories. The table provides a structured overview of the impact of these incentives.

B. Participant Recruiting - B1. How do you typically describe the value or benefits or Retrofit to potential participants? - B2. I understand that you are involved in recommending participants that would benefit from an OEM. How are OEMs s...

AI summary The section outlines a series of questions related to participant recruiting in energy efficiency programs. It focuses on how benefits of various programs like Retrofit, OEM, SEM, and BER are communicated to potential participants, the selection of OEMs, and how different programs are differentiated and recommended to participants.

C. Motivations and Barriers My next questions are specifically about Retrofit. - C1. In your experience, what prevents customers from implementing their energy efficiency projects in the absence of support from EOne? - C2. What are the mos...

AI summary The text explores motivations and barriers related to energy efficiency programs, specifically Retrofit and SEM. It asks about obstacles customers face without EOne support, motivations for participating in Retrofit and OEM offers, and challenges with consultant availability. It also addresses changes in the SEM program's M&V approach and its impact on participation.

D. Decarbonization and Electrification - D1. Have your customers discussed decarbonization or electrification with you? If yes, what are their concerns? [PROBE: carbon credits] - D2. In your opinion, how do participant's decarbonization an...

AI summary The section asks about customer discussions on decarbonization and electrification, their concerns, and how these objectives influence participation in Retrofit and SEM programs. It also explores whether marketing SEM as an all-fuel program would increase its appeal.

E. Challenges and Opportunities - E1. Overall, what is the main strength of the Retrofit program? - E2. What is the main challenge of the Retrofit program? - E3. What feedback have you heard from participants about the Retrofit program? An...

AI summary The text outlines a series of questions posed to stakeholders regarding the Retrofit and SEM programs, focusing on their strengths, challenges, participant feedback, and opportunities for improvement. The discussion includes participant experience, consultant availability, and program delivery.

Role of Consultants or Contractors (For Reference) Participants will hire technical experts (consultants or contractors) to fulfill various program requirements. Their role might include: - › Identifying potential measures, quantify saving...

AI summary The document outlines the role of consultants or contractors in fulfilling program requirements, including identifying energy efficiency measures, building energy models, conducting studies, and implementing energy efficiency solutions.

Program Participation Process (For Reference) - › A participant might ask for a scoping study, which is eligible to a Custom Retrofit incentive, to identify opportunities to save electricity. Otherwise, the participant might already be awa...

AI summary The program participation process outlines steps for participants to access energy efficiency incentives, including scoping studies, feasibility studies, project applications, and implementation of energy efficiency measures with subsequent incentive payments.

B. Respondent Involvement in the Program - B1. To begin, what is your title and your role with the company? - B2. What is the main type of work your firm does? [PROBE: Lighting, motors, HVAC, Solar etc.] - B3. In general, a Custom Retrofit...

AI summary This section asks respondents about their involvement in the Custom Retrofit program, including their role, the type of work their firm does, and their involvement in each phase of a Custom Retrofit project, as well as their experience working with ENS's Custom Retrofit program.

C. Participant Recruiting - C1. Who initiates the discussion about participating in the Custom Retrofit program? Would it be [ READ ]? - a. You/Your business brings up the topic with your clients - b. Your client brings up the topic with y...

AI summary The text discusses participant recruiting in the Custom Retrofit program, focusing on who initiates discussions, determining the appropriate program for projects, and the program's impact on securing projects.

D. Motivations and Barriers - D1. In your experience, what prevents customers from implementing their energy efficiency projects? - D2. What are the most common motivations for your customers to take part in the Custom Retrofit program? -...

AI summary This section explores motivations and barriers related to customer participation in energy efficiency programs, focusing on obstacles such as limited availability of consultants and contractors, and the support Efficiency Nova Scotia could provide to overcome these challenges.

F. Consultant Satisfaction and Support from ENS F1. I am interested in your assessment of the Custom Retrofit program. On a scale of 0 to 10, where 0 is "not at all satisfied" and 10 is "completely satisfied", how satisfied are you with ea...

AI summary The text asks respondents to evaluate the Custom Retrofit Program based on six aspects, including overall satisfaction, eligibility criteria, value relative to time and cost, program requirements, support from Efficiency Nova Scotia, and overall performance. Respondents are also asked how likely they are to recommend the program.

APPENDIX V Retrofit Algorithm for Free-Ridership Calculation Question Response Score C5. As part of its Custom Retrofit program, Efficiency Nova Scotia gave your organization a $ INCENTIVE> incentive for the [Investigation or Feasibilit...

AI summary The document presents a question regarding the likelihood of conducting an investigation or feasibility study without the Custom Retrofit program, with a response of '98) DK/Refuse' and an empty score. The question involves Efficiency Nova Scotia providing an incentive for the study.

Project Review Protocol The Evaluator used the same project review protocol in 2023 as the one used for the 2022 Custom Retrofit evaluation. The protocol includes questions and assessment fields for measurement and verification (M&V) plans...

AI summary The Project Review Protocol used in 2023 is consistent with the 2022 Custom Retrofit evaluation. It includes tools for assessing M&V plans and reports, and involves reviewing project documentation submitted by EfficiencyOne before conducting interviews or on-site visits.

4. On-site or Virtual Review (continued) Section to be filled out with questions prior to virtual visits, and answers to be included during the call. Create new worksheet and b. If so, how has this impacted the selection of the baseline or...

AI summary The text outlines a worksheet for on-site or virtual reviews, focusing on questions related to baseline selection, non-routine adjustments, peak demand savings, and interactive effects. It includes sections for notes before and after interviews, with specific attention to Nova Scotia's peak demand period and measurement-based demand savings.

D. Cross-Influence - D1. [SINGLE RESPONSE] Before participating in the Custom New Construction program for the [INSERT PROJECT NAME] project, had your organization already participated in Custom New Construction or in another Efficiency No...

AI summary This section asks whether the organization has previously participated in the Custom New Construction program or other Efficiency Nova Scotia programs before applying for the Custom New Construction program for a specific project.

[IF D1=4, 98 OR 99: SKIP TO D4] [ASK D2 AND D3 IF D1= YES (CODE 1-3); SHOW INTRO ON SAME PAGE AS D2 AND D3] To what extent do you agree or disagree with the following two statements: D2. [ASK IF D1= YES (CODE 1-3); SINGLE RESPONSE] Because...

AI summary The text presents a survey with questions related to the influence of Efficiency Nova Scotia's energy efficiency programs on participants' decision-making processes in building projects. It asks respondents to rate their agreement with statements regarding the impact of previous program participation and promotional materials on their actions and decisions.

C. Cross-Influence - C1. Before participating in the Custom New Construction program for the building we discussed today, had you already participated in Custom New Construction or in another Efficiency Nova Scotia program? - 1. Yes, Custo...

AI summary This section of the proceeding explores participant experience with Efficiency Nova Scotia programs, specifically the Custom New Construction program, and seeks feedback on their agreement with statements using a 0-10 scale.

The reviewer must verify the model following guidance defined in the tab "Modelling Review Checklist". Description from project documentation Virtual visit, call or document As modeled by participant Changes to model by Econoler Descriptio...

AI summary The document contains a table and simulation outputs related to energy consumption and demand modeling, including baseline and proposed scenarios, energy savings tracking, and adjustments made by Econoler. The content focuses on modeling and verification processes.

Table 1: Participant Interview Questionnaire and Free-ridership Algorithm Question (From the Custom New Construction Participant Interview Guide) Response Score Identifying Key Decision-makers A1. We hope to interview the key decision-make...

AI summary This table outlines a questionnaire for identifying key decision-makers involved in the construction of energy-efficient buildings. It includes questions about participation in the decision-making process and the role of respondents.

Revised Savings Calculation The Evaluator found that the assumptions and the analysis performed by EOne were generally sound. Moreover, after reviewing the savings calculations, the Evaluator found mistakes in some of the Excel formulas us...

AI summary The Evaluator found that EOne's assumptions were sound but identified errors in Excel formulas used to calculate refrigeration load, leading to a downward adjustment in consumption and demand savings. Additionally, the effective useful life (EUL) was adjusted from 15 to 11 years due to varying unit lifespans after refrigerant changes.

This appendix summarizes all the recommendations made by the Evaluator as part of the 2023 Custom evaluation. Section Recommendations Executive Summary Retrofit Recommendation #1: EOne should update the Custom Retrofit logic model to addre...

AI summary This appendix outlines the Evaluator's recommendations for the 2023 Custom evaluation, specifically highlighting the need for EOne to update the Custom Retrofit logic model to address current barriers and improve integration with other program offers such as SEM and On-site Energy Managers (OEMs).

A. Participation Process - A1. At what point in the participation process does EPS become involved? - A2. When EPS first contacts participants, how well do they understand what "strategic energy management" implies? What are their expectat...

AI summary The document outlines a series of questions regarding the participation process in the Strategic Energy Management (SEM) program, focusing on EPS's involvement, understanding of SEM by participants, program structure, and differences between EPS and OEMs. It also explores how the SEM process interacts with other programs like the Custom Retrofit initiative and Energy Management Information Systems (EMIS).

B. Motivations and Barriers - B1. In your experience, what are the most common barriers to the implementation of a strategic energy management process in industrial facilities? - B2. What are the most common motivations for participants to...

AI summary This section of the regulatory proceeding explores the motivations and barriers to implementing strategic energy management (SEM) in industrial facilities. Questions focus on common barriers, motivations for participation, the influence of decarbonization and electrification goals, and the impact of changes in measurement and verification (M&V) approaches on program engagement.

C. Challenges and Opportunities - C1. Overall, what is the main strength of the SEM program? - C2. What is the main challenge of the SEM program? - C3. What feedback have you heard from participants about the SEM program? - C4. Is there so...

AI summary The document outlines a set of questions posed to stakeholders regarding the Smart Energy Manager (SEM) program, focusing on its strengths, challenges, participant feedback, and opportunities for improvement in the implementation of strategic energy management.

A. Awareness - A1. Before being contacted by ENS to take part in the SEM program, were you aware of what a strategic energy management program was? - 1. Yes - 2. No - 98. Don't know - 99. Refused - A2. [I[F A1=](#page-146-1)YES] Before tak...

AI summary The text includes survey questions about awareness and prior knowledge of the Strategic Energy Management (SEM) program. It asks participants if they were aware of SEM before being contacted by ENS, if they were considering implementing it, and what prevented them from doing so without ENS support. It also inquires about existing tools or procedures for measuring and improving energy consumption.

F. Satisfaction F1. Using a scale from 1 to 10 where 1 is "Not at all satisfied" and 10 is "completely satisfied" how would you rate your satisfaction with the SEM program overall? [PROBE FOR SPECIFIC RESPONSE – DO NOT ACCEPT A RANGE]

AI summary The document asks respondents to rate their satisfaction with the Strategic Energy Management (SEM) program on a scale from 1 to 10, emphasizing the need for specific responses rather than ranges.

Factor [READ AND RANDOMIZE] Responses Reason If 7 or less, please share the reason(s) for your score. a. The responsiveness of EPS employees to your requests and inquiries in a timely manner Response 98 DK99 Ref _97 N/A What could be impro...

AI summary The document includes a table assessing the responsiveness, value, and technical expertise of EPS employees related to the Strategic Energy Management program. It also asks for suggestions to improve the program.

This appendix summarizes all the recommendations made by the Evaluator as part of the 2023 SEM evaluation. Section Recommendations Executive Summary Recommendation #1: Consider including plant-level KPIs and their progression since program...

AI summary The appendix outlines three recommendations from the Evaluator's 2023 SEM evaluation. These include tracking plant-level KPIs, monitoring project implementation and savings, and improving communication of energy management's value, particularly in relation to decarbonization and competitiveness.

Table 1: Summary of 2023 Direct Installation Program Evaluation Program Evaluation Type Methodology Component Impact Process Market Small Business Energy Solutions Comprehensive1 X - › EOne staff interviews: Energy auditor, business develo...

AI summary The 2023 Direct Installation Program Evaluation for Small Business Energy Solutions includes comprehensive impact and process evaluations. The methodology involves interviews, surveys, audits, and calculations to assess program performance and effectiveness.

[Table](#page-168-0) 2 presents the participation levels, net-to-gross ratios (NTGRs), evaluated gross and net savings at the generator, annual GHG emission reductions, as well effective useful life (EUL) values for the Direct Installation...

AI summary The text discusses the Direct Installation program, including participation levels, net-to-gross ratios, evaluated savings, GHG emission reductions, and effective useful life values. It mentions a condensed impact evaluation for the Commercial Direct Install (CDI) pilot.

SBES Findings and Recommendations This subsection presents the key findings from the SBES evaluation. 2023 SBES-Finding: Net electrical energy and peak demand savings did not meet targets for 2023. 2023 SBES-Finding: Participation in SBES...

AI summary The 2023 SBES evaluation found that net electrical energy and peak demand savings did not meet targets, participation decreased, and free-ridership for DIY increased. Recommendations include improving the CIS and implementing communication strategies for participants nearing project expiration. Satisfaction levels remain high, but stakeholders are dissatisfied with processing times.

Table 3: Comparison of 2023 SBES Tracked and Evaluated Savings at the Generator 3 Gross Savings NTGR Net Savings Realization Rate Value Unit Value Unit Energy Savings Tracked Savings by EOne 8.915 GWh 0.86 7.629 GWh 98% Evaluation Results...

AI summary Table 3 compares the tracked and evaluated energy and peak demand savings from the 2023 SBES program, including the CDI pilot. Tracked savings by EOne are compared to evaluation results, showing slight differences in gross and net savings, along with realization rates.

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 demand-side management...

AI summary EfficiencyOne (EOne), a non-profit organization, manages demand-side management (DSM) programs through the Efficiency Nova Scotia (ENS) franchise. The report evaluates the Direct Installation program, specifically the Small Business Energy Solutions (SBES) component, focusing on baseline definitions, savings calculation methodologies, parameter values, and net-to-gross ratios (NTGRs).

Table 4: Type of Evaluation Conducted for SBES, 2023 Program 2023 Program Component Process Market Impact Direct Installation SBES X - Comprehensive For each program, the Evaluator prepared a DSM evaluation report presenting key findings,...

AI summary Table 4 outlines the evaluation conducted for the Small Business Energy Solutions (SBES) program in 2023. The evaluation focused on direct installation and included a DSM evaluation report that detailed energy savings, peak demand savings, and GHG emissions reduction.

1.1 Description SBES offers incentives and resources to Nova Scotia small businesses to encourage them to make energy efficient upgrades in their facilities. To be eligible, businesses must consume less than 350,000 kWh in electricity annu...

AI summary SBES provides energy efficiency incentives and resources to small businesses in Nova Scotia, with eligibility based on annual electricity consumption. It offers two participation paths: Audit and DIY, with increased incentive amounts and extended project completion timelines since 2020. EOne also launched a CDI pilot in 2021 for direct installation of energy-efficient products.

2 SBES Evaluation Approach The 2023 SBES evaluation consisted of a comprehensive impact evaluation and a process evaluation. The evaluation for the Commercial Direct Install (CDI) pilot was a condensed evaluation as it was evaluated in a p...

AI summary The 2023 SBES evaluation included a comprehensive impact and process evaluation, with the Commercial Direct Install (CDI) pilot being a condensed evaluation due to prior assessment. The main objectives were to collect perspectives and calculate energy savings, peak demand savings, and GHG emissions.

Peak Demand Savings Review for Heat Pumps The Evaluator revised the peak demand savings for air-source heat pumps for which nil peak demand savings were tracked by EOne. The revised peak demand savings values were based on the specific cha...

AI summary The Evaluator updated peak demand savings for air-source heat pumps previously recorded as nil by EOne, using the specific characteristics of each model to determine revised values.

Calculations Using Evaluation Results Building on all the above methods and collected data, the Evaluator calculated the first-year and lifetime gross energy and peak demand savings as per the calculation methodology presented in Section [...

AI summary The Evaluator calculated the first-year and lifetime gross energy and peak demand savings using the methodology outlined in Section 3, based on collected data and previous methods.

3.1 Awareness and Motivation to Participate

AI summary This section discusses awareness and motivation to participate in energy efficiency programs, focusing on factors that influence customer engagement and participation rates.

3.1.2 Dropped-out or Overdue Participants It is important to note that, among ten participants considered by EOne as having dropped out of SBES because their projects were not complete after at least eight months, eight indicated they were...

AI summary Among ten SBES participants considered dropped out by EOne, eight were still working on their projects or preparing documentation. Five were screened out early due to ongoing projects, and two chose not to complete the SBES process for various reasons, including unmet expectations and cost-benefit concerns.

3.2 Barriers to Participation

AI summary This section discusses barriers to participation in energy efficiency programs, focusing on challenges faced by various stakeholders in engaging with and benefiting from these initiatives.

3.2.2 Dropped-out or Overdue Participants The barriers to participation outlined above were echoed by this group, the dropped-out or overdue participants identified costs, timelines, contractor availability, and supply chain issues as barr...

AI summary Dropped-out or overdue participants identified project costs, timelines, contractor availability, and supply chain issues as barriers to completing energy efficiency projects. Some cited higher contractor costs, while others faced delays due to application processing times and supply chain issues.

Table 13: Reasons for Dissatisfaction Factor Assessed Reasons for Dissatisfaction/What Could Be Improved (#) n=7 The time for projects to be › Time required for pre-approval is too long/pre-approval generally takes up to six weeks and as m...

AI summary The table outlines reasons for dissatisfaction with the SBES program, including long processing times, unclear rebate amounts, limited measures, and cumbersome application processes. Contractors, however, find the program valuable for promoting deep retrofit projects.

4.2 Gross Savings Gross savings correspond to the change in energy consumption resulting from actions taken by participants regardless of their reasons for participating. 7 For each SBES Audit or DIY project, EOne calculates gross savings...

AI summary Gross savings measure the change in energy consumption from participant actions, regardless of motivations. EOne calculates these savings using standard equations or custom calculations, while the CDI pilot uses unitary savings values.

s an outlier, so it was treated as a one-time adjustment. When combined with the adjustment ratio for all other measures, it led to an overall peak demand savings adjustment of 0.932 for DIY projects. Desk reviews for HVAC measures led to...

AI summary Adjustments were made to energy and peak demand savings for various projects, including DIY, HVAC, refrigeration, and agricultural measures. Adjustments were based on corrections to tracked capacities, equipment specifications, and project completion issues. Heat pumps and other measure categories also required individual project-based adjustments.

4.2.2 Unitary Energy and Peak Demand Savings While savings from SBES Audit or DIY projects are established through calculations using data specific to each project, the CDI pilot relies on unitary savings values for each measure. For the C...

AI summary The CDI pilot uses unitary savings values for energy and peak demand, which have remained unchanged since the 2022 evaluation. These values are based on data from the 2020-2023 Measure Assessment and are used alongside equations and assumptions.

4.2.3 Installation Rates While installation rates are accounted for in the adjustment ratios for SBES Audit and DIY projects, CDI pilot adjustment ratios do not encompass installation rates. For the pilot, the Evaluator assumed an installa...

AI summary The document discusses installation rates in the context of SBES Audit and DIY projects, noting that CDI pilot adjustment ratios do not include installation rates. The Evaluator assumed a 100% installation rate for the pilot as no specific activities were conducted to determine installation rates during the 2023 evaluation.

Table 16: Evaluated 2023 SBES Gross Energy and Peak Demand Savings – Audit Path Category of Measure Commercial Kitchen DHW HVAC Lighting Agriculture Total for All Categories Energy Savings Tracked Gross Energy Savings Without Adjustment Ra...

AI summary Table 16 evaluates the 2023 SBES gross energy and peak demand savings through an audit path, including tracked energy savings, adjustment ratios, line loss factors, and gross lifetime energy savings across various categories such as commercial kitchen, DHW, HVAC, and lighting.

Table 17: Evaluated 2023 SBES Gross Energy and Peak Demand Savings – DIY Path Category of Measure Agriculture Commercial Kitchen DHW HVAC Lighting Motors Refrigeration Renewable Generation Total for All Categories Energy Savings Tracked Gr...

AI summary Table 17 presents evaluated 2023 SBES (Small Business Energy Solutions) gross energy and peak demand savings for the DIY (Do-it-yourself) path. It includes metrics such as energy savings, adjustment ratios, effective useful life, and peak demand savings across various categories like HVAC, lighting, and refrigeration.

Table 18: Evaluated 2023 SBES Gross Energy and Peak Demand Savings – CDI Pilot Measure Category Lighting Water Heating Total for All Categories Energy Savings Tracked Gross Energy Savings without Interactive Effects – at the Meter (GWh) 0....

AI summary Table 18 evaluates the 2023 SBES Gross Energy and Peak Demand Savings from the CDI Pilot, showing energy and peak demand savings across lighting and water heating categories, including adjustments for interactive effects and line loss factors.

Table 19: Evaluated 2023 SBES Gross Energy and Peak Demand Savings – All Paths Program Path Audit DIY CDI Pilot Total Energy Savings Gross Energy Savings – at the Meter (GWh) 0.492 7.852 0.222 8.567 Line Loss Factor 1.069 1.071 1.093 - Gro...

AI summary Table 19 presents the evaluated 2023 SBES (Small Business Energy Solutions) gross energy and peak demand savings across different program paths, including Audit, DIY, and CDI Pilot, providing data on energy savings, line loss factors, effective useful life, and peak demand savings.

Table 23: Evaluated 2023 SBES Net Energy and Peak Demand Savings Measure Category Audit DIY CDI Pilot Total Energy Savings Gross Energy Savings – at the Meter (GWh) 0.492 7.852 0.222 8.567 NTGR 0.88 0.80 1.00 - Net Energy Savings – at the...

AI summary Table 23 presents the evaluated 2023 SBES net energy and peak demand savings, showing that SBES fell short of its energy and peak demand savings targets by 37% and 28%, respectively.

4.4 Realization Rate [Table](#page-2-0) 24 compares the tracked energy and peak demand savings values established through this evaluation to those calculated in the 2023 tracking sheet. It also includes the realization rate, representing t...

AI summary Section 4.4 discusses the realization rate, which is the ratio of evaluated net savings to tracked net savings for both energy and peak demand savings. This is compared to values from the 2023 tracking sheet in Table 24.

5 SBES Key Findings and Recommendations The main objectives of the 2023 SBES evaluation were as follows: - › Collect information on participant and partner perspectives - › Calculate gross and net SBES results, namely electrical first-year...

AI summary The 2023 SBES evaluation found that net energy and peak demand savings fell short of targets by 37% and 28%, respectively. Participation decreased by 27%, and free-ridership for DIY projects increased to 20%. The Evaluator made minor adjustments to savings calculations and recommended improving the CIS data entry process. Participant satisfaction remained high.

Table 25: Overall 2023 Direct Installation Participation and Evaluated Savings 14 Participation Level Gross Savings NTGR Net Savings Value Unit Value Unit Value Value Unit SBES Energy Savings 46715 Projects 9.180 GWh 0.81 7.451 GWh Lifetim...

AI summary Table 25 presents data on the 2023 Direct Installation Participation and Evaluated Savings for SBES. It shows that energy savings were 9.180 GWh, below the target of 11.897 GWh, and peak demand savings were 1.491 MW, below the target of 2.070 MW. The NTGR is 0.81, and participation in SBES decreased in 2023.

2023 DSM EVALUATION March 14, 2024 In collaboration with:

AI summary The document outlines the 2023 DSM (Demand Side Management) Evaluation, highlighting collaboration with various entities. It includes images related to the evaluation process but lacks detailed content.

E. Participant Recruiting (BDM) - E1. Please describe how you identify and engage potential new participants for the SBES program. - E2. How do you typically describe the value or benefits of SBES to potential participants? [ASK FOR MAIN B...

AI summary The section focuses on participant recruiting for the SBES program, asking about methods of identifying and engaging new participants, the value proposition of SBES, relevant messaging, and participant interests in specific energy measures.

[IF PROJECT TYPE=DIY AND LIGHTING=YES, ASK [D1](#page-20-0) TO [D9;](#page-22-0) OTHERWISE SKIP TO HVAC SECTION] The next questions will be about the lighting upgrades that were rebated and/or financed through the Small Business Energy Sol...

AI summary The text outlines a series of questions related to lighting upgrades financed or rebated through the Small Business Energy Solutions Program. It seeks to determine whether businesses had already decided to install energy-efficient lighting before learning about the program and how the rebate influenced their decision.

0-10 SCALE WITH END POINT LABELS– RECORD NUMBER - 98. Don't know - 99. Refused - D4. [IF TOTAL ENS REBATE >0 AND FINANCING=YES] Efficiency Nova Scotia provided your business with a rebate of $ and a loan for the energy-efficient lighting u...

AI summary The text presents survey questions related to the impact of the Small Business Energy Solutions program on business decisions regarding energy-efficient lighting upgrades, including rebate and financing influences and awareness of product certifications.

[DO NOT ACCEPT A RANGE – POSE [D6](#page-21-0) T[O D8](#page-21-1) 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 th...

AI summary This question asks about the likelihood of installing the same model of lighting products without a program rebate or financing, focusing on customer behavior and program effectiveness.

READ AND ROTATE [(E1](#page-24-1) + [E2](#page-24-2) TO [E4)](#page-24-3) AND [(E5](#page-25-0) + [E6](#page-25-1) TO [E8)](#page-25-2) SEQUENCES - E1. Before participating in the Small Business Energy Solutions program in 2023 , had your...

AI summary The text includes survey questions related to participation in the Small Business Energy Solutions program and previous engagement with Efficiency Nova Scotia programs and promotional materials. It explores the influence of past participation and promotional efforts on business decisions regarding energy efficiency upgrades.

G. Barriers - G1. To what extent do you consider the following as barriers preventing your business from installing other energy efficiency upgrades? Use a scale of 0 to 10, where 0 means 'not at all a barrier' and 10 means 'a major barrie...

AI summary The text presents a survey question asking respondents to rate various barriers to installing energy efficiency upgrades on a scale from 0 to 10. The barriers include financial challenges, time constraints, concerns about rebate availability, need for information or technical support, and the availability of qualified contractors.

Base : DIY respondents who received a rebate and financing

AI summary The text refers to DIY respondents who received a rebate and financing, likely in the context of a program or initiative offering financial incentives for energy efficiency or related activities.

D7. If there was no program rebate or financing, what is the likelihood that you would have installed exactly the same number of lighting products that you installed through the program? 2023 2021 Sample Size 19 41 MEAN 5.3 4.0 Mean exclud...

AI summary The question asks about the likelihood of installing the same number of lighting products without program rebates or financing. The table provides mean responses for 2023 and 2021, excluding 'Don't know' and 'Refused' responses.

Base : DIY respondents who installed more than one lighting measure

AI summary The text refers to DIY respondents who have installed more than one lighting measure, indicating a focus on customer participation in energy efficiency initiatives.

[LIST OF PHASES FOR REFERENCE FOR INTERVIEWER, DO NOT READ:] - › After filling out the online application - › While you were selecting a contractor to work with - › After you started working with the contractor - › After you sent the Produ...

AI summary The text outlines a series of phases related to the application and implementation process for energy efficiency programs, particularly focusing on the steps taken after applying, selecting a contractor, and submitting required documentation to Efficiency Nova Scotia.

B. Barriers B1. What is the most important barrier preventing your small business customers from improving the energy efficiency of their buildings or equipment? - B2. To what extent do the following factors prevent your company from compl...

AI summary The text asks about barriers to energy efficiency improvements for small businesses, focusing on supply chain delays, lack of qualified tradespeople, competing projects, and time constraints related to program paperwork.

DEMAND RESPONSE PROGRAM Final Report 2023 DSM EVALUATION February 12, 2024

AI summary The document presents the final report of the 2023 Demand Side Management (DSM) evaluation, focusing on the performance and outcomes of the Demand Response Program as of February 12, 2024.

Evaluation Approach The evaluation was aimed at calculating program component results, namely new and total available DR capacity. [Table](#page-71-1) 1 summarizes the types of evaluation conducted for each program component and the corres...

AI summary The evaluation approach focuses on calculating program component results, specifically new and total available demand response (DR) capacity, with Table 1 summarizing the types of evaluation and corresponding methodology for each program component.

Table 1: Summary of Demand Response Program Evaluation Program Component Evaluation Type Methodology Process Market Impact Residential Demand Response Comprehensive › Tracking sheet audit › Water heater controller meter data analysis › Mea...

AI summary The document presents a summary of the Demand Response Program Evaluation, including methodology and performance metrics. It outlines evaluation components for residential and BNI Demand Response programs, and mentions participation levels and available capacity for each component.

Table 2: Overall 2023 Demand Response Participation and Evaluated Results Participation Level Evaluated Results Value Unit Value Unit Residential DR New DR Capacity 63 Controllers 0.023 MW Total DR Capacity 159 Controllers 0.058 MW BNI DR...

AI summary Table 2 shows the 2023 Demand Response (DR) participation and results. Residential DR exceeded its target, while BNI DR fell short. The overall program did not meet its goal of 3.000 MW of new and total available DR capacity, with BNI DR being the largest contributor to total DR capacity.

Residential DR Findings and Recommendations This subsection presents the key findings and recommendations from the Residential DR evaluation. 2023 Res DR Finding: In 2023, Residential DR new available DR capacity amounted to 0.023 MW at th...

AI summary The 2023 Residential DR evaluation found that available DR capacity varied by time of day and baselining methods, with lower capacity observed in evening events and during the last hour of four-hour events. The evaluation also noted discrepancies between EOne's tracked DR capacity and the evaluator's findings, leading to recommendations for improved tracking methods.

BNI DR Findings and Recommendations This subsection presents the key findings and recommendations from the BNI DR evaluation. 2023 BNI DR Finding: In 2023, BNI DR new and total available DR capacities were equal since the program was in it...

AI summary The 2023 BNI DR evaluation found that the program's available DR capacity fell short of targets, with high participation rates but variability in performance. Recommendations include using an additive same-day adjustment factor, establishing enrolled capacity via test events, and tailoring events to participant capabilities.

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 demand-side management (DSM) servic...

AI summary EfficiencyOne (EOne), a non-profit organization, delivers demand-side management (DSM) and demand response (DR) programs in Nova Scotia through the Efficiency Nova Scotia (ENS) franchise. The DR program includes components for residential and business, non-profit, and institutional (BNI) sectors, evaluated by Econoler in 2023.

1.1 Residential DR Description In 2023, EOne officially launched the Residential DR program. Since the fall 2020, EOne implemented several pilot initiatives focused on reducing demand during the Nova Scotia peak period. One of them was the...

AI summary In 2023, EOne launched the Residential DR program, which includes a DHW Direct Load Control pathway. NS Power calls DR events during peak periods, and Shifted's control software manages water heater load reduction. No target was set for new and total available DR capacity at the generator in 2023.

1.2 Follow-up on Past Evaluation Report Recommendations The Evaluator evaluated the DHW Direct Load Control Pilot for the first time in 2022 and did not issue improvement recommendations. 2 During the first year of the pilot, Aquanta contr...

AI summary The Evaluator did not issue improvement recommendations for the DHW Direct Load Control Pilot after its first evaluation in 2022. In 2023, EOne transitioned from Aquanta controllers to Shifted units.

1.3 Participation History As presented in [Figure](#page-78-1) 2 below, Residential DR had a total of 159 controllers (81 Shifted and 78 Aquanta) generating available DR capacity in 2023, which represents a 31% increase in the total number...

AI summary Residential Demand Response (DR) participation increased by 31% in 2023 compared to 2022, with 159 controllers (81 Shifted and 78 Aquanta) generating available DR capacity. Although Aquanta controllers are no longer being installed, they still contributed to DR capacity in 2023. A total of 63 new controllers were added, including 22 Shifted and 41 Aquanta, which were installed before the decision to use only Shifted controllers.

2 Residential DR Evaluation Approach The 2023 Residential DR evaluation comprised a condensed impact evaluation. The main objective of the 2023 Residential DR evaluation was as follows: › Calculate residential DR results, namely new and to...

AI summary The 2023 Residential DR evaluation focused on calculating new and total available DR capacity. Key research questions were identified to achieve this objective, with methods outlined in Table 5. The evaluation was a condensed impact assessment.

Table 5: 2023 Residential DR Evaluation Approach Evaluation Objectives Research Questions Methodology Establish available DR capacity results for the Domestic Hot Water Direct Load Control pathway › Are the data in the tracking sheet compl...

AI summary Table 5 outlines the 2023 Residential Demand Response (DR) Evaluation Approach, focusing on assessing the Domestic Hot Water Direct Load Control pathway. It includes evaluation objectives, research questions, and methodologies such as tracking sheet audits and data analysis.

Water Heater Controller Meter Data Analysis One of the main objectives of the 2023 evaluation was to update the baseline methodology and, as data permit, to improve the accuracy of 2022 unitary available DR capacity. To review the baseline...

AI summary The 2023 evaluation aimed to update the baseline methodology for calculating available DR capacity from water heater controllers. The Evaluator used meter data from 2022 and 2023, analyzed various baseline definitions, and developed new unitary available DR capacity for Shifted controllers. The 2020-2022 Measure Assessment was updated accordingly to reflect these changes.

3 Residential DR Impact Evaluation The objective of the 2023 Residential DR impact evaluation was to determine new and total available DR capacity.

AI summary The 2023 Residential DR impact evaluation aimed to assess new and total available Demand Response (DR) capacity, focusing on residential programs.

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 An audit of the tracking sheet was conducted to verify the completeness and consistency of data submitted by EOne. Corrective actions were taken where necessary, resulting in the reported tracked available DR capacity being based on corrected data.

3.2 Demand Response Capacity For Residential DR, savings are referred to as available DR capacity and correspond to the load reduction made available for peak demand events in participants' homes. For the DHW Direct Load Control pathway, t...

AI summary This section discusses residential demand response (DR) capacity, explaining how savings are calculated as available DR capacity through load reduction during peak demand events. It also describes the evaluation method for DHW Direct Load Control, using in-service rates and unitary available DR capacity values multiplied by the number of controllers.

3.2.1 In-service Rates For the DHW Direct Load Control pathway, the ISR corresponds to the average percentage of systems 7 that responded to DR events; it is obtained by dividing the number of online and active controllers by the total num...

AI summary The in-service rate (ISR) for the DHW Direct Load Control pathway measures the average percentage of systems responding to demand response (DR) events. The Shifted ISR was updated using 2023 data, and the overall ISR for Shifted was 81%, while Aquanta's ISR was 82%. Connectivity issues impacted the number of systems providing load reductions.

Table 6: Average In-service Rate Shifted Aquanta In-service Rate 81% 82% Margin of Error 4% 2% 3.2.2 Unitary Available DR Capacity

AI summary Table 6 presents the average in-service rate for Shifted and Aquanta, with values of 81% and 82% respectively, along with their margins of error. The section then transitions to discussing unitary available demand response (DR) capacity.

Baseline Definition Selection Baselines for DR events are often established based on an average of similar days prior to the actual event. This is the approach adopted by EOne, and the Evaluator aimed to refine this approach by considering...

AI summary The document discusses the selection of a baseline definition for Demand Response (DR) events, comparing different scenarios to determine the most accurate method. The Evaluator found that using the average load of 10 non-event days prior to the event, without adjusting for pre-event load, provided a more precise estimate with a mean percent error (MPE) of 6.1% for mornings and 2.3% for evenings.

Average DR Capacity Once the most accurate baseline methodology was selected, the Evaluator established the available DR capacity for each event in 2022 and 2023. As presented in [Table](#page-82-0) 7 below, applying the new baseline metho...

AI summary The Evaluator determined the average available DR capacity per enrolled controller using the most accurate baseline methodology, resulting in 385 W with a margin of error below 10%. The report includes additional data on event hours and differentiates between morning and evening events, though the first two hours of events are used for reporting purposes.

Table 7: Average Available DR Capacity per Controller Average Available DR Capacity (W) Event Period st Hour 1 rd Hour 3 th Hour 4 Average Throughout Events Average Throughout First Two Hours Morning 497 363 356 245 407 430 Evening 424 294...

AI summary The table shows a decrease in average available demand response (DR) capacity over time during events. This is attributed to varying baseline loads throughout the day and increasing hot water usage as events progress, reducing load reduction potential.

3.2.4 Effective Useful Life As part of the 2020-2022 Measure Assessment activities, the Evaluator reviewed the effective useful life (EUL) values used in the calculation of electrical energy savings that are expected to persist over time....

AI summary The Evaluator assessed the effective useful life (EUL) values for the DHW Direct Load Control pathway, noting that an EUL of 1 year should be used for total available DR capacity, while an EUL of 7 years was calculated based on reenrollment rates. This value should be used cautiously due to limited data.

3.2.5 Evaluated New and Total Available DR Capacity Available DR capacity is obtained by multiplying the number of installed units by the ISR and the unitary available DR capacity value as presented in the equations below. In addition, som...

AI summary The document explains how available DR capacity is calculated using installed units, ISR, and unitary values. It notes that some participants had controllers installed during the evaluation period, leading to prorated capacity. New and total available DR capacities for residential DR in 2023 were 0.023 MW and 0.058 MW respectively, estimated using the residential line loss factor submitted to the NSUARB in 2014.

Table 8: Evaluated 2023 Residential DR New Available DR Capacity Shifted Aquanta Total Number of Units 22 41 63 In-service Rate (%) 81% 82% - Unitary Available DR Capacity (W/controller) 385 403 - Portion of Peak Period with Installed Cont...

AI summary Table 8 and Table 9 present data on the evaluated 2023 residential demand response (DR) new and total available DR capacity, including metrics such as the number of units, in-service rate, unitary available DR capacity, and available DR capacity at the meter and generator. Figure 3 outlines the net evaluated and targeted available DR capacity.

3.3 Realization Rate [Table](#page-85-1) 10 below compares the new and total available DR capacities established through this evaluation to those tracked in the 2023 tracking sheet. The realization rates, representing the ratio of evaluate...

AI summary The realization rates for new and total available demand response (DR) capacity are 85% and 79%, respectively, based on a comparison between the new and total available DR capacities established through evaluation and those tracked in the 2023 tracking sheet.

Table 10: Comparison of 2023 Residential DR Tracked and Evaluated New and Total Available DR Capacities at the Generator Available DR Capacity Realization Value Unit Rate Value New Available DR Capacity Tracked Available DR Capacity by EOn...

AI summary Table 10 compares the evaluated and tracked available demand response (DR) capacities for residential programs in 2023. Evaluated capacities were 15% to 21% lower than tracked values, attributed to updated unitary available DR capacity values.

4 Residential DR Key Findings and Recommendations As mentioned previously, the main objective of the 2023 Residential DR evaluation was as follows: › Calculate Residential DR results, namely new and total available DR capacity. This sectio...

AI summary The 2023 Residential Demand Response (DR) evaluation found that new and total available DR capacities exceeded targets, but the new baselining approach led to lower available DR capacity. Available DR capacity varied by time of day, with higher capacity in the morning. Connectivity issues were a major cause of non-response. The evaluated DR capacity was lower than that tracked by EOne due to adjustments from the new baselining method.

5 BNI DR Overview This section describes the Business, Non-profit, and Institutional (BNI) Demand Response (DR) program component, follows up on past evaluation recommendations, and provides an overview of BNI DR participation history.

AI summary This section provides an overview of the BNI Demand Response program, outlines its participation history, and addresses past evaluation recommendations related to the program.

5.1 BNI DR Description In 2023, EOne officially launched the BNI DR program. Since the fall 2020, EOne implemented several pilot initiatives focused on reducing demand during the Nova Scotia peak period. One of them was the DR Aggregator P...

AI summary The BNI DR program, launched in 2023 by EOne, includes a DR Aggregator Pilot pathway that recruits BNI customers to reduce load during peak periods. Aggregators like IPKeys Power Partners manage participants, who reduce demand through actions such as shutting down heating, cooling, or lighting systems. The program aimed to achieve 3.0 MW in new and total available DR capacities in 2023.

5.2 Follow-up on Past Evaluation Report Recommendations The Evaluator evaluated BNI DR for the first time in 2023 and has therefore not issued previous improvement recommendations.

AI summary The Evaluator has conducted the first evaluation of BNI DR in 2023 and has not issued previous improvement recommendations as this is the initial assessment.

5.3 Participation History As presented in [Figure](#page-88-3) 5, BNI DR had a total of nine participants in 2023. Figure 5: Overview of BNI DR 2023 Participation

AI summary Section 5.3 discusses the participation history of the BNI DR program in 2023, noting that there were nine participants. A figure is referenced to provide an overview of this participation.

Participation in Events Through project reviews and follow-up calls with participants, the Evaluator confirmed that participants almost always participated in DR events. Only one participant mentioned not participating in an event because...

AI summary The Evaluator confirmed that participants almost always participated in DR events, with only a few exceptions due to short timelines and late recruitment.

6 BNI DR Evaluation Approach The 2023 BNI DR evaluation comprised a comprehensive impact evaluation. The main objective of the 2023 BNI DR evaluation was as follows: › Calculate BNI DR results, namely new and total available DR capacities...

AI summary The 2023 BNI DR evaluation aimed to calculate new and total available demand response capacities. The evaluation included key research questions and methods outlined in Table 12, which maps the objective to the research questions and methods established by the Evaluator.

Table 12: 2023 BNI DR Evaluation Approach Evaluation Objectives Research Questions Methodology Establish available DR capacity results for the DR Aggregator pathway › Are the data in the tracking sheet complete, accurate, and consistent? ›...

AI summary Table 12 outlines the 2023 BNI DR Evaluation Approach, focusing on evaluating the accuracy and completeness of data related to demand response (DR) capacity results for the DR Aggregator pathway. The methodology includes a tracking sheet audit, meter data analysis, project reviews, and follow-up interviews.

Meter Data Analysis with Project Reviews and Follow-up Phone Interviews For each project, the Evaluator reviewed how tracked available DR capacities were established. The Evaluator reviewed the baseline methodology based on both data analy...

AI summary The Evaluator conducted meter data analysis, project reviews, and follow-up phone interviews to assess demand response (DR) capacities. The baseline methodology was validated through data analysis, literature reviews, and participant interviews. DR capacity was analyzed per hour and during specific events, with results detailed in Subsection 7.2.1.

7 BNI DR Impact Evaluation The objective of the 2023 BNI DR impact evaluation was to determine new and total available DR capacities.

AI summary The 2023 BNI DR impact evaluation aimed to assess new and total available demand response capacities.

7.1 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 ensure the reliability of program component results submitted by EOne, verifying data completeness and consistency. Corrective actions are detailed in Appendix VI, leading to the use of corrected tracked available DR capacity in the report.

7.2 Demand Response Capacity For BNI DR, savings are referred to as available DR capacity and correspond to the load reduction made available for peak demand events in participating businesses.

AI summary The document discusses Demand Response (DR) capacity for Business, Non-profit, and Institutional (BNI) DR, where savings are referred to as available DR capacity and represent load reduction available during peak demand events in participating businesses.

Baseline Methodology Review For the Aggregator pathway, available DR capacity is established by comparing the predicted loads (baseline) to the actual loads during DR events using meter data. Baselines for DR events are often established b...

AI summary The document reviews the baseline methodology for the Aggregator pathway in Demand Response (DR), which uses a top six-of-ten baseline with a same-day adjustment factor. The Evaluator found that this method is acceptable, though adjustments were made, such as using an additive same-day adjustment instead of a scalar one. The methodology was validated through participant interviews and literature review.

Available DR Capacity [Table](#page-93-0) 13 below presents the evaluated average available DR capacity for each project using the revised baseline methodology as well as the enrolled and tracked available DR capacity. Throughout this repo...

AI summary The text discusses the evaluation of available demand response (DR) capacity for each project using a revised baseline methodology, distinguishing between enrolled, tracked, and evaluated DR capacity. Enrolled capacity is estimated before participation, tracked capacity is based on metering data, and evaluated capacity is determined by an evaluator.

Table 13: Average Available DR Capacity per Project Average Available DR Capacity (kW) Percentage Percentage Project Evaluated Evaluated (Two First Evaluated (Two First Hours) Compared to Tracked Enrolled Tracked st 1 Hour nd 2 Hour rd 3 H...

AI summary Table 13 presents the average available demand response (DR) capacity per project, comparing enrolled and tracked capacities across different hours of events. The data shows significant variations in DR capacity, with some projects showing high percentages of available capacity compared to enrolled values.

Comparison of Enrolled and Evaluated Available DR Capacity In a few years, available DR capacity is expected to be a reliable resource to reduce electric system loads during peak events; thus, it is important to establish good estimates of...

AI summary The document discusses the discrepancy between enrolled and actual available DR capacity, noting that two-thirds of participants did not meet their enrolled capacity. EOne suggests using test events, as per M&V guidelines, to establish realistic DR capacity estimates, rather than relying on engineering estimates.

Impact of Timing on Available DR Capacity A major finding of this impact evaluation is that the timing of events significantly impacts the magnitude of available DR capacity achieved by participants. [Table](#page-94-0) 14 and [Table](#pag...

AI summary The evaluation highlights that the timing of events significantly affects the available demand response (DR) capacity achieved by participants. Tables 14 and 15 provide average morning and evening DR capacity for each project.

Table 14: Average Morning Available DR Capacity per Project Average Available DR Capacity (kW) Project st Hour 1 nd Hour 2 rd Hour 3 th Hour 4 Average Through Two First Hours 1 1,317 1,617 1,766 - 1,467 2 703 729 802 - 716 3 11 19 49 - 15...

AI summary The tables show that available demand response (DR) capacity varies significantly between morning and evening hours. Morning DR capacity is nearly twice that of the evening, largely due to Project 1's limited load reduction potential after 6 pm. Other projects also show varying DR capacities depending on the timing of events, including instances of negative DR capacity in the evening.

7.2.2 Interactive Effects In a building, interactive effects occur when the implementation of energy efficiency products has an impact on the energy consumption of other elements such as heating and cooling. For the Aggregator pathway, int...

AI summary Interactive effects in buildings occur when energy efficiency products influence the energy consumption of heating and cooling systems. These effects are included in the DR capacity calculation for the Aggregator pathway, as meter data reflect whole building consumption.

7.2.3 Effective Useful Life Although no energy savings were expected under the Aggregator pathway, the Evaluator established an effective useful life (EUL) value to express for how many years available DR capacity might persist, i.e. as lo...

AI summary The document discusses the Effective Useful Life (EUL) of Demand Response (DR) capacity under the Aggregator pathway, stating that an EUL of one year should be used for both total and new DR capacity due to the lack of data on participant retention and the nature of program participation.

7.2.4 Evaluated New and Available DR Capacities [Table](#page-97-1) 16 below presents the new and total available DR capacity results for Residential DR for 2023. While new and total available DR capacities are reported separately, no dist...

AI summary The section evaluates new and available demand response (DR) capacities for residential DR in 2023, reporting 2.365 MW of available DR capacity at the generator. The capacity was estimated using weighted average line loss factors submitted to the NSUARB as part of the 2014 Cost of Service Study Progress Update.

Table 16: Evaluated 2023 BNI DR Available Demand Response Capacity Results Number of Participants 9 Available DR Capacity – at the Meter (MW) 2.231 Line Loss Factor 1.0598 Available DR Capacity – at the Generator (MW) 2.365 [Figure](#page-...

AI summary Table 16 presents the evaluated 2023 BNI DR available demand response capacity, including the number of participants, available capacity at the meter and generator, and the line loss factor. Figure 7 outlines the net evaluated and targeted available DR capacity.

7.3 Realization Rate [Table](#page-97-2) 17 below compares the available DR capacity established through this evaluation to the value tracked in the 2023 tracking sheet. The realization rates, representing the ratio of evaluated available...

AI summary The realization rate for demand response (DR) capacity is established at 105%, based on a comparison between the evaluated available DR capacity and the tracked available DR capacity from the 2023 tracking sheet. This rate is consistent for both new and total available DR capacities.

Table 17: Comparison of 2023 BNI DR Tracked and Evaluated Available DR Capacities at the Generator Available DR Capacity Realization Value Unit Rate Value Available DR Capacity Tracked Available DR Capacity by EOne 2.254 MW Evaluation Resu...

AI summary Table 17 compares the tracked and evaluated available DR capacities for 2023 by EOne. The evaluated capacity was 5% higher due to a new definition using the first two hours of all events, while the tracked capacity used all event hours. A change in methodology led to a 2% reduction in capacity when using the same definition.

8 BNI DR Key Findings and Recommendations As mentioned previously, the main objective of the 2023 BNI DR evaluation was as follows: › Calculate BNI DR results, namely new and total available DR capacities This section provides the Evaluato...

AI summary The 2023 BNI DR evaluation found that the program fell short of its available DR capacity target, with only 2.365 MW achieved instead of the 3.0 MW target. Participation in DR events was high, but the baseline methodology used by EOne could be improved by using an additive same-day adjustment factor. Available DR capacity varied significantly across events.

CONCLUSION [Table](#page-100-1) 18 presents the participation levels and evaluated new and total available DR capacity for each program component and for the Demand Response program as a whole.

AI summary Table 18 outlines participation levels and evaluated new and total available DR capacity for each program component and the Demand Response program as a whole.

Table 18: Overall 2023 Demand Response Participation and Evaluated Results Participation Level Evaluated Results Value Unit Value Unit Residential DR New DR Capacity 63 Controllers 0.023 MW Total DR Capacity 159 Controllers MW BNI DR New D...

AI summary Table 18 presents the 2023 demand response participation levels and evaluated results, showing the number of controllers and participants in residential and BNI DR programs, along with the associated capacity in MW.

LIST OF APPENDICES The following are presented in the Demand Response Program – Appendices document.

AI summary The text introduces the 'LIST OF APPENDICES' section from the Demand Response Program – Appendices document, indicating that it contains supplementary information related to the demand response program.

Business, Non-Profit, and Institutional Demand Response Appendix IV BNI DR: Tracking Sheet Audit Appendix V BNI DR: Available DR Capacity per Project per Event Appendix VI BNI DR: 2023 Recommendations 2475, Laurier boul., Suite 250 Quebec...

AI summary The document contains appendices related to Business, Non-Profit, and Institutional Demand Response (BNI DR), including a tracking sheet audit, available DR capacity per project, and 2023 recommendations. EfficiencyOne is mentioned as an entity.

This document presents the detailed results of the tracking sheet audit performed by the Evaluator, which was aimed at: - › Verifying that all data fields required for the evaluation were included and filled out in the tracking sheet submi...

AI summary The document outlines the results of a tracking sheet audit conducted by the Evaluator to verify the completeness and accuracy of data submitted by EfficiencyOne. The audit focused on ensuring consistent calculation methods and verifying that tracked results aligned with previous evaluations.

Table 1: 2023 Residential DR Corrected Tracked Available New and Total DR Capacity Program Component Result Value Tracked by EOne Corrected Tracked Value Relative Difference Value Unit Value Unit Value Residential DR Available New DR Capac...

AI summary The table shows discrepancies in tracked and corrected values for residential demand response (DR) capacity in 2023. EOne tracked lower new DR capacity but higher total DR capacity compared to corrected values, attributed to differences in controller types included in the calculations.

APPENDIX II Residential DR: Baseline Definition Selection Details Baselines for demand response (DR) events are often established based on an average of similar days prior to the actual event. This was the approach adopted by EOne, and the...

AI summary The document discusses the methodology for establishing baselines for residential demand response (DR) events, focusing on variations in baseline day selection, number of days considered, and adjustment factors. The Evaluator tested multiple scenarios using 15-minute interval water heater data and compared predicted and actual load during non-event days.

Table 2: Analyzed Baseline Scenarios Scenario High/Middle Adjustment Window Lookback Period Adjustment Cap EOne scenario High 6 out of 10 6 hrs 9 hrs - Scenario 1 6 hrs 9 hrs - Scenario 2 High 1 to 10 out of 10 2 hrs 3 hrs - Scenario 3 6 h...

AI summary Table 2 outlines various baseline scenarios with different adjustment windows, lookback periods, and caps. The Evaluator calculated the mean percent error (MPE) for each scenario, comparing estimated and actual load during peak periods. A lower MPE indicates a closer match between estimated and actual consumption.

This appendix summarizes all the recommendations made by the Evaluator as part of the 2023 evaluation of Residential DR. Section Recommendations Executive 2023 Res DR Recommendation 1: Ensure that available DR capacity tracked by EOne Summ...

AI summary This appendix summarizes the 2023 evaluation recommendations for Residential Demand Response (DR), including the need to track DR capacity using in-service rates and unitary available DR capacity values.

This document presents the detailed results of the tracking sheet audit performed by the Evaluator, which was aimed at: - › Verifying that all data fields required for the evaluation were included and filled out in the tracking sheet submi...

AI summary The document outlines the results of a tracking sheet audit conducted by the Evaluator to ensure the accuracy of data submitted by EOne. The audit verified that all required data fields were included and that calculations were consistent with previous results. A table shows corrected available DR capacity, but no changes were made by the Evaluator, leading to no difference between the tracked and corrected values.

Table 3: 2023 BNI DR Corrected Tracked Available DR Capacity Program Component Result Value Tracked by EOne Corrected Tracked Value Relative Difference Value Unit Value Unit Value New Available DR Capacity 2.254 MW 2.254 MW 0% Total Availa...

AI summary Table 3 presents the 2023 BNI DR Corrected Tracked Available DR Capacity, showing that both new and total available DR capacity are 2.254 MW with a 0% relative difference. Appendix V provides further details on available DR capacity per project and event.

[Table](#page-113-1) 4 presents the available DR capacity for each project for the two first hours of each event as well as total available DR capacity for those periods. Grey cells are events for which Phase 1 or Phase 2 participants did...

AI summary Table 4 shows the available DR capacity for each project during the first two hours of each event, along with total available DR capacity for those periods. Grey cells indicate events where Phase 1 or Phase 2 participants did not take part due to differing event schedules. Caution is advised when comparing total DR capacity across events due to varying participant numbers.

Table 4: Available DR Capacity per Project for the Two First Hours of Each Event Available DR Capacity (kW) for Each Participant Event Date Period of the Day #1 #2 #3 #4 #5 #6 #7 #8 #9 Total 2022-12-06 Evening 13 28 16 57 2022-12-09 Evenin...

AI summary Table 4 shows the available demand response (DR) capacity in kilowatts for each participant during specific events, including both evening and morning periods. The table includes data from various dates and provides total DR capacity for each event, with an average of 2,231 kW.

Table 5: Available DR Capacity per Project per Event Period of Length Available DR Capacity (kW) for Each Participant Event Date the Day in Hours #1 #2 #3 #4 #5 #6 #7 #8 #9 Total 2022-12-06 Evening 3 15 28 14 57 2022-12-09 Evening 2 -8 58...

AI summary Table 5 presents available Demand Response (DR) capacity per project per event, showing varying levels of participation across different dates and times. The data includes specific kW values for each participant and totals, indicating fluctuations in DR capacity. Appendix VI outlines BNI DR recommendations for 2023.

This appendix summarizes all the recommendations made by the Evaluator as part of the 2023 evaluation of BNI DR. Section Recommendations Executive Summary 2023 BNI DR Recommendation 1: Use an additive same-day adjustment factor to establis...

AI summary This appendix outlines three key recommendations from the 2023 evaluation of the BNI DR program. These include using an additive same-day adjustment factor for baseline load, establishing enrolled capacity based on test events, and tailoring event participation based on participant potential.

2020-2023 DSM MEASURE ASSESSMENT

AI summary The document outlines an assessment of demand-side management (DSM) measures from 2020 to 2023, likely evaluating their effectiveness, impact, and alignment with energy efficiency goals.

3. 1.2 Peak Demand Savings Factors 137 Table 19: Unitary Savings Values for Outdoor Motion Sensors29 Table 20: LED Nightlight Measure Summary 30 Table 21: Electrical Unitary Savings Values for LED Nightlights31 Table 22: EPI LED Nightlight...

AI summary The text presents a series of tables related to energy efficiency measures, including peak demand savings factors and unitary savings values for various lighting and fixture measures such as outdoor motion sensors, LED nightlights, and solar fixtures.

Table 72: Electrical Unitary Energy Savings Calculation for Smart Thermostats for Electrical Heating Systems87 Table 73: Interactive Effects Factors for Appliances89 Table 74: Peak Demand-to-energy Ratios for Appliances 90 Table 75: Clothe...

AI summary The document contains a series of tables related to energy savings calculations and measure summaries for various energy efficiency programs, including smart thermostats, clotheslines, refrigerators, freezers, room air conditioners, dehumidifiers, clothes dryers, and plug load control measures.

Table 116: ENERGY STAR Certified Pool Pump Measure Summary 127 Table 117: Unitary Savings Values of ENERGY STAR Certified Pool Pumps 128 Table 118: Three-element Water Heater Measure Summary 129 Table 119: Domestic Water Heater Timer Measu...

AI summary The document contains a series of tables summarizing various energy efficiency measures, including ENERGY STAR certified pool pumps, LED lamps, linear LED fixtures, occupancy sensors, and water heater controls. These tables provide detailed information on savings values, baseline wattages, and in-service rates for different energy efficiency programs.

KEY DEFINITIONS Accuracy Reflects the proximity of measurements to the true value. Adjustment ratio The ratio of evaluated results to tracked results. This ratio expresses the adjustment made to tracked savings or other tracked values such...

AI summary This section defines key terms used in the proceeding, including accuracy, adjustment ratio, available demand response capacity, and baseline. These definitions provide a framework for evaluating energy efficiency and demand response programs.

In-service rate The proportion of incentivized products that are installed and operating. This rate is usually applied to programs through which rebates are offered in-store and products are likely to be stored for a certain period before...

AI summary The document defines various metrics used in assessing energy efficiency programs. These include in-service rate, installation rate, lifetime energy savings, line loss factor, margin of error, market effects, net savings, net-to-gross ratio, non-sampling error, peak coincidence factor, peak demand savings, precision, random sampling error, realization rate, and sample size.

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 - › Consolidate...

AI summary This document aims to ensure consistency in gross savings values across the three-year DSM cycle and consolidate them into a single reference for program staff and internal use in EOne's e-Technical Reference Manual.

Use and Application For the evaluations conducted during the 2020-2022 demand-side management (DSM) cycle and for the first year of the 2023-2025 DSM cycle, the Evaluator will refer to the values presented in the 2020- 2023 DSM MA. The MA...

AI summary The document discusses the evaluation methods used during the 2020-2022 and 2023-2025 demand-side management (DSM) cycles, referencing the 2020-2023 DSM MA. It outlines key elements such as interactive effects, peak demand-to-energy ratios, and effective useful life (EUL) values for EOne's program portfolio, differentiating between demand response (DR) and demand reduction measures.

Development and Review Process Savings are established using one or more of the following approaches: Literature reviews of TRMs; metering studies and evaluation reports; engineering calculations; adjustments based on data collected throug...

AI summary The document outlines the methods used to establish savings in the 2020-2023 DSM MA, including literature reviews, metering studies, and engineering calculations. It notes that parameters based on the 2020 evaluation are generally valid, except for certain parameters updated annually. New measures, like ENERGY STAR® certified dishwashers, were added in 2023.

Savings Calculations Equations The savings calculations are based on the equations outlined below.

AI summary This section outlines the equations used for savings calculations, which are essential for determining the effectiveness and impact of energy efficiency and demand-side management initiatives.

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 reductions in electricity demand during peak hours, specifically between 5 p.m. and 7 p.m. from December to February on non-holiday weekdays in Nova Scotia. A formula is provided to calculate these savings.

Available Demand Response Capacity Available DR capacity differs from peak demand savings since the former considers the potential load reduction that was made available instead of the actual load reduction that coincided with the actual u...

AI summary Available demand response (DR) capacity refers to the potential load reduction that can be made available, not the actual reduction during peak demand. EOne evaluates this capacity based on events called between December and February, excluding weekends and holidays, and measures it over the first two hours of each event.

1 MEASURE ASSESSMENT SCOPE [Table](#page-139-1) 2 below lists the measures and associated programs included in the 2020-2023 DSM MA. The MA includes all necessary parameters and calculations to obtain gross energy and peak demand savings f...

AI summary The document outlines the scope of the 2020-2023 DSM Measure Assessment (MA), detailing the inclusion of various measures and programs. It explains how savings calculations differ between prescriptive, semi-prescriptive, and custom measures, with prescriptive using fixed assumptions and custom using unit-specific inputs.

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) 14 study, which established a peak-dema...

AI summary The document discusses peak demand savings factors for lighting measures, referencing studies like the NERHOU and EPI Residential Lighting Metering Study. It recommends using a peak-demand-to-energy ratio of 0.162 W/kWh for indoor and outdoor LED lamps and similar ratios for motion sensors based on the 2016-2018 DSM Plan.

Table 6: Peak Demand-to-energy Ratios for Residential Lighting Measures Measure Peak Demand-to energy Ratio (W/kWh) Source LED Lamps LED Fixtures LED Nightlights 0.162 Northeast Residential Lighting Hours-of-Use Study Dimmer Switches Solar...

AI summary Table 6 presents peak demand-to-energy ratios for various residential lighting measures, including LED nightlights and motion sensors. The data highlights the energy efficiency of these measures and their impact on demand, with sources cited from studies and the DSM Plan.

Table 7: LED Lamp Measure Summary Parameter EPI Instar nt Savings Reference Measure Description and d Identification Measure Description LED Lamps to reduce el ectricity consump otion. Additional Notes A-type, Reflector, and Decorative LED...

AI summary Table 7 provides a summary of LED lamp measures, including installation rates, energy savings, and interactive effects factors for different programs like EPI and Instar. It outlines the varying savings based on lamp types and wattages, as well as the impact on peak demand and energy efficiency.

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.

Summary Table 11 presents a summary of the values used to calculate the savings for motion sensors. The detailed methodology follows.

AI summary Table 11 summarizes the values used to calculate savings for motion sensors, with a detailed methodology provided in the following sections.

Table 11: LED Fixture Measure Summary Ins stant Savings Parameter ENERGY STAR Certified LED Recessed Downlight Fixtures ENERGY STAR Certified LED Fixtures ENERGY STAR Certified LED Fixtures with Motion Sensors Reference Measure Description...

AI summary Table 11 presents a summary of LED fixture measures, including energy savings, installation rates, and useful life. It compares different types of LED fixtures, such as recessed downlights and fixtures with motion sensors, and includes parameters like unitary energy savings, peak demand savings, and interactive effects factors for energy and peak demand.

Table 16: Motion Sensor Measure Summary Instant Savings Parameter Indoor Motion Sensor Indoor Motion Sensor with Dimmer Switch Outdoor Motion Sensor Reference Measure Description and Identification Measure Description Motion sensors t o re...

AI summary Table 16 provides a summary of motion sensor measures, including installation rates, useful life, and energy savings parameters for indoor and outdoor motion sensors. It highlights differences between indoor and outdoor sensors and references subsections for additional details.

Table 23: Solar Fixture Measure Summary Parameter Instant Savings Reference Measure Description and Identification Measure Description LED Solar fixtures replacing non- LED fixtures connected to the grid N/A Additional Notes - General Para...

AI summary Table 23 provides a summary of the Solar Fixture Measure, focusing on parameters such as installation rate, energy savings, and peak demand savings. It outlines the replacement of non-LED fixtures with LED solar fixtures and includes calculations for energy and demand savings.

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) tank insulation on peak demand savings, noting an interactive effects factor of -90% for electrically heated homes. Table 25 provides further details on interactive effects factors for DHW insulation measures.

Table 26: Interactive Effects Factors for Water Heating Measures Measure Type of Home Interactive Effects Factors for Energy Savings Interactive Effects Factors for Peak Demand Savings Source Drain Water Heat Recovery Solar Domestic Hot Wa...

AI summary Table 26 presents interactive effects factors for various water heating measures, including energy savings and peak demand savings, across different home types. Factors range from -90% to +5.2%, with sources ranging from assumptions to calculations. The table is part of a section discussing peak demand savings factors.

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 established in the 2016-2018 DSM Plan. It notes that solar domestic hot water systems do not provide peak demand savings during peak periods, and recommends using the same ratios for the 2020-2022 DSM cycle.

Table 27: 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 27 presents peak demand-to-energy ratios for various water heating measures, including Faucet Aerator and Solar Domestic Hot Water. The table highlights that solar domestic hot water systems provide no peak demand savings due to the sun setting during peak demand periods.

Table 36: Faucet Aerator Measure Summary Parameter EPI Reference Measure Description and Ide Measure Description and Identification Measure Description Faucet aerators to red water consumption uce domestic hot N/A Additional Notes Single-f...

AI summary Table 36 provides a summary of the Faucet Aerator Measure under the Efficient Product Installation (EPI) program. It outlines parameters such as installation rate, effective useful life, and energy savings, including unitary energy savings and peak demand savings.

For most space heating measures, peak demand savings are not calculated using a peak demand-toenergy ratio. For more details, refer to Subsection [2.3.3(1)](#page-195-1) for mini-split heat pumps, Subsection [2.3.3(2)](#page-197-0) for cen...

AI summary The document discusses how peak demand savings are calculated for various heating measures and products. It notes that for most space heating measures, peak demand savings are not calculated using a peak demand-to-energy ratio. For air sealing products, the ratio is based on a 2016-2018 DSM Plan. For programmable thermostats and solar air heating, the ratio is established at 0 kW/kWh due to limited or no impact on peak demand.

rmostats is established at 0 kW/kWh. For solar air heating, the peak demand-to-energy ratio is nil. Solar systems provide no peak demand savings because the sun has set during the peak demand period. For smart thermostats, similar to progr...

AI summary The text discusses the peak demand-to-energy ratios for solar air heating and smart thermostats, establishing them at 0 kW/kWh and 0 W/kWh respectively. It notes that these systems do not provide peak demand savings unless participants are in a demand response program, based on a literature review of other jurisdictions.

(9) Programmable Thermostats

AI summary The section titled '(9) Programmable Thermostats' introduces the topic of programmable thermostats in the context of energy efficiency and demand-side management. It includes a list of acronyms and terms related to heating, cooling, and energy performance metrics.

Some models of smart thermostats sold through Instant Savings or installed through EPI or MHEEP are compatible with electrical heating systems. They operate by connecting to a single baseboard, MSHP, or in-floor heating system as opposed t...

AI summary The text discusses the calculation of energy savings for smart thermostats installed in electric heating systems through programs like Instant Savings, EPI, and MHEEP. It uses a formula and references studies on central heating systems to estimate 12% savings for similar systems.

2.4.1 Interactive Effects Retiring old appliances causes an increase in the heating load in the winter and a decrease in the cooling load in the summer since compressors on old appliances release significantly more waste heat than newer, m...

AI summary Retiring inefficient appliances can lead to increased heating loads in winter and decreased cooling loads in summer. In Nova Scotia, due to the short cooling season and low electricity use for heating, interactive effects are negligible, leading to zero interactive effects factors for energy and peak demand savings.

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 developed by Navigant for the 2016-2018 DSM Plan. It recommends continuing to use these ratios for the 2020-2023 DSM cycle and notes that certain appliances have a zero ratio due to their usage patterns.

Table 74: Peak Demand-to-energy Ratios for Appliances Measure Peak Demand- to-energy Ratio (W/kWh) Source Clothesline and Outdoor Drying Racks 0.000 Calculated by the Evaluator Refrigerator Retirement/ Replacement 0.138 RES-Appliance-Fridg...

AI summary Table 74 presents peak demand-to-energy ratios for various appliances, calculated by the Evaluator or based on data from the Navigant 2016-2018 DSM Plan and NREL ResStock end-use load profiles. The table includes measures such as refrigerator, freezer, and dehumidifier replacements, as well as energy-efficient appliances.

Table 77: Clothesline and Outdoor Drying Rack Installation Rate Installation Rate Margin of Error Source 86% 8.1% PNS Surveys110 EPI 2018 DSM and 2018/19 For Instant Savings, the installation rate is assumed to be 100%.

AI summary Table 77 presents the installation rate for clothesline and outdoor drying rack programs, reporting an 86% installation rate with an 8.1% margin of error, sourced from PNS Surveys, EPI, and the 2018 DSM and 2018/19 programs. For Instant Savings, the installation rate is assumed to be 100%.

Table 107: Interactive Effects Factors for Plug Load Control Measures Measure Interactive Effects Factor for Energy Savings Interactive Effects Factor for Peak Demand Savings Source Smart Power Controller for Audiovisual Equipment Power Ba...

AI summary Table 107 outlines interactive effects factors for plug load control measures, including smart power controllers and timers, with some entries missing data. Sources include NRCan and assumptions. The table discusses energy and peak demand savings factors for various devices.

2.5.2 Peak Demand Savings Factors For most plug load control 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 prod...

AI summary The document discusses the calculation of peak demand savings factors for plug load control measures, referencing the 2016-2018 DSM Plan and Navigant's peak demand-to-energy ratios. It notes that ENERGY STAR certified variable speed pool pumps have a zero ratio due to their usage patterns. A table summarizes the established ratios for each measure.

Table 108: Peak Demand-to-energy Ratios for Plug Load Control Measures Measure Peak Demand-to energy Ratio (W/kWh) Source Smart Power Controller for Audiovisual Equipment Power Bar with Integrated Timer 0.000 RES-Plug Load Controls, Naviga...

AI summary The document discusses plug load control measures, including a power bar with an integrated timer and an ENERGY STAR certified pool pump, along with their peak demand-to-energy ratios. The data is sourced from various studies and evaluations.

Table 114: Heavy-duty Outdoor Timer Measure Summary Parameter Instant Savings Reference Measure Description and Identification Measure Description Heavy-duty outdoor timers to reduce electricity consumption N/A Additional Notes - General P...

AI summary The table provides a summary of the Heavy-duty Outdoor Timer Measure under the Instant Savings program. It outlines parameters such as installation rate, useful life, and energy savings, with references to specific subsections for detailed calculations.

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. 164 The survey conducted for that evaluation states that heavy-duty outdoor timers s...

AI summary The document discusses the electrical unitary energy savings value of 122 kWh for heavy-duty outdoor timers, citing the OPA 2012 Consumer Program Evaluation. It notes that these timers are used for outdoor lighting, pool pumps, and car block heaters, similar to usage patterns observed in the Instant Savings program.

2.6 Demand Reduction For one category of demand reduction measures, namely demand response measures, the peak demand savings are replaced by the available DR capacity that differs from peak demand savings because the available DR capacity...

AI summary The section discusses demand reduction, focusing on demand response measures, where peak demand savings are replaced by available DR capacity. Domestic water heater load control is highlighted as the only current demand response measure.

2.6.1 Interactive Effects For demand reduction measures, interactive effects are assumed to be nil.

AI summary The document states that for demand reduction measures, interactive effects are assumed to be nil, indicating no additional impacts from the interaction of these measures with other factors.

2.6.2 Peak Demand Savings Factors For demand reduction measures, peak demand savings are not determined using a peak demand-toenergy ratio since they do not generate energy savings. For more details, refer to Subsections [2.6.3(1),](#page-...

AI summary This section discusses peak demand savings factors for demand reduction measures, noting that they are not determined using a peak demand-to-energy ratio because such measures do not generate energy savings. Further details are referenced in other subsections.

2.6.3 Demand Reduction Measures

AI summary This section discusses demand reduction measures, focusing on strategies and programs aimed at reducing energy consumption. It highlights the importance of these measures in achieving energy efficiency goals and managing demand on the grid.

Table 118: Three-element Water Heater Measure Summary Parameter Green Heat Reference Measure Description and Identification Measure Description Three-element water heaters to reduce peak demand water heating load N/A Additional Notes - Gen...

AI summary Table 118 provides a summary of the three-element water heater measure, focusing on parameters such as installation rate, effective useful life, and peak demand savings. The table outlines specific values and references for various energy and demand-related metrics.

(2) Domestic Water Heater Timer

AI summary The document section titled '(2) Domestic Water Heater Timer' introduces a topic related to the regulation and management of domestic water heater timers, likely in the context of energy efficiency and demand-side management.

Summary [Table](#page-64-1) 119 presents a summary of the values used to calculate domestic water heater timer (DWHT) savings. The detailed methodology follows.

AI summary Table 119 summarizes the values used to calculate domestic water heater timer (DWHT) savings, with a detailed methodology provided in the document.

Table 119: Domestic Water Heater Timer Measure Summary Parameter Green Heat Reference Measure Description and Identification Measure Description Domestic water heater timers to reduce peak demand water heating load N/A Additional Notes - G...

AI summary Table 119 provides a summary of the Domestic Water Heater Timer Measure, including parameters such as installation rate, effective useful life, and peak demand savings. The measure aims to reduce peak demand water heating load through the use of timers.

Installation Rates Installation rates for DWHTs are estimated at 100% since they are installed and programmed by certified installers. In addition, the programming is locked after installation, meaning that participants need to contact the...

AI summary Installation rates for Domestic Water Heating Tanks (DWHTs) are estimated at 100% due to their installation by certified professionals and locked programming, which limits the ability to modify or prevent interruptions, reducing potential savings.

(4) Domestic Water Heater Load Control

AI summary This section discusses domestic water heater load control, focusing on strategies to manage energy use for water heating in residential settings. It references relevant organizations and programs involved in energy efficiency initiatives.

Summary [Table](#page-68-1) 121 presents a summary of the values used to calculate domestic water heater load control savings. The detailed methodology follows.

AI summary Table 121 summarizes the values used to calculate domestic water heater load control savings, with a detailed methodology provided following the table.

Table 121: Domestic Water Heater Load Control Measure Summary Parameter EPI Reference Measure Description and Identification Measure Description Direct load control for domestic water heaters N/A Additional Notes - General Parameters Insta...

AI summary Table 121 provides a summary of the Domestic Water Heater Load Control Measure, including parameters such as installation rate, effective useful life, and available DR capacity. It outlines details related to energy savings and demand response capacity for direct load control on domestic water heaters.

Available DR Capacity The unitary available DR capacity for domestic water heater load controls is based on the metering data analysis results from the 2023 Residential Demand Response evaluation. During the 2021-2022 and 2022-2023 heating...

AI summary The unitary available DR capacity for domestic water heater load controls is calculated using metering data from the 2023 Residential Demand Response evaluation. Analysis showed that each unit reduced demand by an average of 385 W during the first two hours of events during the 2021-2022 and 2022-2023 heating seasons.

Table 122: Domestic Water Heater Load Control Measure In-service Rates Type In-service Rate Margin of Error Source Shifted 81% 4% Residential DR 2023 Evaluation

AI summary Table 122 presents the in-service rate for the Domestic Water Heater Load Control Measure, showing an 81% rate with a 4% margin of error, sourced from the Residential DR 2023 Evaluation.

Table 123: Interactive Effects for BNI Lighting Measures Measure Interactive Effects Factor for Energy Savings Interactive Effects Factor for Peak Demand Savings BER Instant Rebates Recessed -8.7% x 57% = -4.9% -16.1% x 57% = -9.2% Linear...

AI summary The table presents interactive effects factors for energy and peak demand savings related to BNI lighting measures. These factors indicate the impact of various lighting measures on energy efficiency and peak demand reduction, with some measures showing negative effects due to interactions.

Peak Coincidence Factor For indoor lighting measures offered through Instant Rebates, the peak coincidence factor (PCF) for indoor products is based on the weighted average PCF value of all indoor lighting products installed through BER-AR...

AI summary The document outlines the peak coincidence factors (PCF) for indoor and outdoor lighting measures under different rebate programs. For indoor lighting through Instant Rebates, the PCF is 60%, while for SBES, it is 54%. Outdoor lighting has a PCF of 100% due to its predictable usage patterns during winter months.

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 document discusses the methodology for determining peak demand savings for pumps, with details provided in measure-specific sections.

The unitary peak demand savings for booster pumps are calculated using the variables defined and listed in the equation and [Table](#page-94-0) 149 below, as well as variables from [Table](#page-93-0) 148 above. $$Peak\ Demand\ Savings_W =...

AI summary The calculation for unitary peak demand savings for booster pumps is based on a formula that incorporates horsepower (HP) variables and a power correction factor (PCF), with reference to specific tables and an image illustrating the calculation process.

Table 149: Unitary Peak Demand Savings Values for Booster Pumps Parameter Symbol BER-AR 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 demand savin...

AI summary Table 149 presents unitary peak demand savings values for booster pumps, including annual demand savings per horsepower, peak coincidence factor, and calculated unitary peak demand savings. The table includes data sourced from the 2020 Hawaii TRM and calculations based on project data from eight Custom Retrofit booster pump projects.

3.3.2 Peak Demand Savings Factors For electric thermal storage, peak demand savings are not calculated using a peak demand-to-energy ratio since they do not generate energy savings. For more details, refer to Subsection [3.3.3.](#page-95-0...

AI summary This section discusses how peak demand savings are calculated for electric thermal storage and advanced rooftop unit controls, noting that a peak demand-to-energy ratio is not used for these technologies. It references other subsections for further details.

(1) Electric Thermal Storage

AI summary The section discusses Electric Thermal Storage, a technology used for energy management and storage in buildings, potentially related to efficiency and demand-side management initiatives.

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 hot water tank wraps, energy savings are assumed to occur consistently, leading to a ratio of 0.114 W/kWh. For other measures, the Evaluator used load shapes from the Illinois TRM to account for peak demand periods, resulting in a different calculation method.

Summary Table 159 presents a summary of the values used to calculate low-flow showerhead savings. The detailed methodology follows.

AI summary Table 159 outlines the values used to calculate savings from low-flow showerheads, with a detailed methodology provided in the proceeding.

3.5.2 Peak Demand Savings Factors For compressed air measures, the methodology used to determine peak demand savings is detailed in the measure-specific subsections below.

AI summary The section outlines the methodology for determining peak demand savings for compressed air measures, with details provided in specific subsections.

3.6.1 Interactive Effects Interactive effects are assumed to be nil for variable frequency drives (VFD) projects since this measure is implemented on equipment that are usually in non-conditioned spaces.

AI summary Interactive effects are considered nil for variable frequency drives (VFD) projects because they are typically installed in non-conditioned spaces, which minimizes their impact on other systems.

3.6.2 Peak Demand Savings Factors For variable frequency drives measures, the methodology used to determine peak demand savings is detailed in the measure-specific subsections below.

AI summary This section discusses the methodology for determining peak demand savings for variable frequency drives, with details provided in specific subsections.

Measure Name Program Component EUL Value Source Cooler Night Covers/Display Case Strip Curtains BER-AR, SBES 4 DEER, 2014 (Value for strip curtains for walk-ins) Door Heater Controls BER-AR, SBES 12 KEMA, 2009 (Value for anti-sweat heater...

AI summary The document presents a table listing various energy efficiency measures along with their associated program components, Energy Use Life (EUL) values, and sources. These measures include items such as strip curtains, door heater controls, and refrigeration upgrades, with EUL values ranging from 4 to 15 and sources including DEER, ERS, KEMA, and Illinois TRM.

2023 Evaluation Edition Measure Name Program Component EUL Value Source Strategic Energy Management SEM N/A Calculated by project based on average participation length in SEM (1.5 years), year of participation, and an additional 1 year of...

AI summary The 2023 Evaluation Edition discusses the Strategic Energy Management (SEM) program, including how the EUL (Energy Use Life) value is calculated based on participation length and persistency. The table outlines different participation years and corresponding EUL values.

This report is a savings verification review for Calendar Year 2023 conducted by H. Gil Peach & Associates, LLC for the Nova Scotia Utility and Review Board. The report is focused on verification of electricity energy savings and demand re...

AI summary This report, conducted by H. Gil Peach & Associates, LLC for the Nova Scotia Utility and Review Board, verifies the energy savings and demand reduction estimates from Efficiency Nova Scotia's Demand Side Management (DSM) programs for 2023. It confirms that the savings data and evaluation methods used by Econoler are solid and appropriate.

I. 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 outlines the Policy, Planning, Program cycle, emphasizing Savings Verification's role in evaluating Demand-Side Management (DSM) programs. Efficiency Nova Scotia administers DSM programs, succeeding Nova Scotia Power in 2010. Econoler, as the evaluator, conducts independent assessments and savings verification, ensuring data accuracy and methodological rigor.

cial responsibility and the program tool of rationing to promote low-income objectives, inclusion, and social justice. This energy sufficiency orientation is also part of the climate change framework. What is not in place yet in Nova Scoti...

AI summary The document discusses the need to integrate climate change into Efficiency Nova Scotia's DSM program, emphasizing the lack of explicit policy authorization for this integration. Current evaluations focus on resource acquisition, but long-term planning (50-150 years) is essential for climate alignment. A 2021 whitepaper outlines net-zero strategies, though it overlooks economic and resiliency impacts of climate change.

Evaluated Net Demand Reduction at the Generator In 2023, Efficiency Nova Scotia operated three residential programs with nine components, three business, non-profit and institutional programs with four components and one demand response pr...

AI summary Efficiency Nova Scotia operated multiple residential and business programs in 2023, resulting in a net peak demand reduction of 27.577 MW at the generator, as reported by Econoler in Table 1.

13 13 Although Efficiency Nova Scotia does work to support Codes and Standards, direction in this area is seen as coming primarily from the federal or provincial levels, and so energy savings from Codes and Standards are treated as outside...

AI summary The text discusses energy savings from demand-side management (DSM) programs in 2023, highlighting the contributions from residential and business programs. It notes that energy savings from codes and standards are not counted by Efficiency Nova Scotia and the Evaluator, as these are primarily governed at the federal or provincial levels.

Table 2: First Year and Lifetime Net Energy Savings at the Generator. 2023 Net Evalua (at G ted Ener enerator) gy Savings Program Residential Annual Evaluated Net Savings (GWh) Evaluated Net Savings (GWh) Residential Efficient Products App...

AI summary Table 2 presents the first year and lifetime net energy savings at the generator for various residential and business programs under Demand Side Management (DSM). The data includes energy savings from appliance retirement, rebates, home energy assessments, and other initiatives, with overall DSM portfolio totals provided.

V. Evaluation Effort for 2023 Programs Econoler conducted fifteen impact evaluations (nine residential, of which two were comprehensive and seven were condensed; four BNI, of which three were comprehensive and one was condensed; and two de...

AI summary Econoler conducted fifteen impact evaluations for 2023 programs, including nine residential (two comprehensive and seven condensed), four BNI (three comprehensive and one condensed), and two demand response evaluations (both comprehensive).

Table 3: Planned Evaluations for 2023 Programs. 2023 Portfolio Evaluation Plan Program Components Impact Process Market Residential Appliance Retirement Condensed Instant Savings Comprehensive Home Energy Assessment Comprehensive Green Hea...

AI summary Table 3 outlines the planned evaluations for 2023 programs, distinguishing between comprehensive and condensed evaluations. Econoler aims to conduct comprehensive evaluations every three years, with condensed evaluations in between, though mature programs may be evaluated less frequently.

VII. General Findings - Each program impact evaluation conducted by the Evaluator is both competent and sufficient. The structure and format of each impact evaluation is consistent. This helps to maintain a high standard of practice. - Eac...

AI summary The Evaluator's program impact evaluations are competent and consistent, featuring executive summaries, methodological models, and proper citations. They appropriately developed energy savings and carbon offset analyses, demonstrating command of evaluation guidelines. Limited market evaluation was conducted.

VIII. General Recommendations 1. Savings Verification Recommendation No. 1: The Savings Verification study recommends acceptance of the 2023 evaluation results for energy savings and for demand-reduction for all programs with the understan...

AI summary The Savings Verification study recommends accepting 2023 energy savings and demand-reduction evaluation results for all programs, pending a literature review on smart thermostats for the 2024 Measure Assessment Update. This acceptance is conditional on the Evaluator's upcoming analysis.

2. Instant Savings Instant Savings is administered as an in-store discount program for energy-efficient products. The program is implemented through a delivery agent, Summerhill Group, Inc., and participating national and independent retai...

AI summary Instant Savings is an in-store discount program for energy-efficient products administered by Summerhill Group, Inc., with participation from retailers. The 2023 evaluation showed net energy and peak demand savings exceeded targets despite lower NTGR for LEDs. LED baseline shifts to 2025 will reduce program savings claims, though new product additions (e.g., ENERGY STAR dishwashers) offset market saturation.

above current values used by the Evaluator. SVR-2 : Reanalyze Solar PV system EUL for colder climate zones and adjust according to most recent applicable studies for mounting and building types. The inclusion of resiliency measures in the...

AI summary The document recommends reanalyzing Solar PV system EUL in colder climates and integrating Thermal Energy Storage (TES) with rooftop solar under the Canadian Greener Homes initiative. It emphasizes pairing TES with solar for winter demand reduction and health benefits, while advocating for in-person discussions with heat pump users facing negative savings.

12. BNI Strategic Energy Management (SEM) Strategic Energy Management (SEM) is an approach for integrating energy management into business practice – so that a focus on continually advancing energy-efficiency becomes an integral aspect of...

AI summary Strategic Energy Management (SEM) integrates energy efficiency into business practices, inspired by Japanese Kaizen, and has expanded to include facilities like hospitals. In 2023, the EMIS program was incorporated into SEM.

14. Demand Response In Q1 2023 Efficiency Nova Scotia integrated two pilot demand response (DR) programs that had been operating since 2021 into a single DR program offering. The DR program has two components, (1) Residential and (2) Busin...

AI summary Efficiency Nova Scotia integrated two demand response (DR) pilot programs into a single DR program in 2023, comprising residential and BNI components. Residential enrollments doubled previous pilot levels, but metering issues slightly reduced savings. BNI achieved high engagement but fell short of first-year targets, prompting over-enrollment adjustments due to budget constraints.

General Recommendations SVR-9 : Specific focus must be made to ensure that heat pump treated participants are made fully aware of differences in operational characteristics and recommended system management. Additional focus should be made...

AI summary Recommendations emphasize educating heat pump users, especially seniors, through in-person home visits by Efficiency Nova Scotia staff, and strengthening field teams outside HRM to improve service delivery and accountability. Electronic systems are proposed to reduce communication burdens while fostering direct social relations within service networks.

XII. References Carlyn Aarish, Matei Perussi, Andrew Rietz, Dave Korn, 2015, Evaluation of the 2013–2014 Programmable and Smart Thermostat Program, Cadmus Energy Services Division, may be accessed: [https://www.cadmusgroup.com/wcontent/upl...

AI summary The document lists references to studies and reports on energy efficiency programs, including thermostat evaluations, strategic energy management protocols, and residential lighting evaluation methods. Key organizations cited include Cadmus Energy Services, Consortium for Energy Efficiency, and National Renewable Energy Laboratory, with a focus on energy sufficiency and program effectiveness.

James R. Gogan Direct +1 (902) 563 5920 [email protected] 292 Charlotte Street Suite 300 Sydney NS Canada B1P 1C7 Tel +1 (902) 563 1000 Fax +1 (902) 563 1113 Our File: 243613 April 1, 2024 Nova Scotia Utility & Review Board PO...

AI summary EfficiencyOne submits its 2023 DSM Annual Progress Report and Evaluation Reports to the Nova Scotia Utility & Review Board, requesting an exemption from paper copy requirements due to the filing's size. The documents are part of a regulatory proceeding related to demand-side management programs.

August 1, 2024 [[email protected]](mailto:[email protected]) EfficiencyOne c/o James R. Gogan McInnes Cooper Suite 300, 292 Charlotte Street Sydney, NS B1P 1C7 Dear Mr. Gogan: M11071 - EfficiencyOne – 2022 DSM Annua...

AI summary The Board received EfficiencyOne's 2023 DSM reports and a verification report recommending acceptance of its energy savings results. EfficiencyOne exceeded its 2023 savings targets, and the Board directed it to present the reports to the DSMAG. The verification report includes nine additional recommendations.

2023 DSM Annual Progress Report, 2023 DSM Evaluation Reports, 2023 Savings Verification Report

AI summary The document outlines the 2023 DSM Annual Progress Report, Evaluation Reports, and Savings Verification Report, part of a Nova Scotia regulatory proceeding. These reports assess progress, evaluate programs, and verify energy savings under demand-side management initiatives.

1. INTRODUCTION AND BACKGROUND - EfficiencyOne ("E1") filed its 2023 Annual Progress Report ("APR") and 2023 DSM Evaluation - Reports with the Nova Scotia Utility and Review Board ("NSUARB") on April 1, 2024.[1](#page-2-1) 3 On July 29, -...

AI summary EfficiencyOne submitted its 2023 Annual Progress Report and DSM Evaluation Reports to the NSUARB, which directed inclusion in DSMAG discussions. Stakeholders, including the Small Business Advocate and Consumer Advocate, provided feedback on small business programs, affordable housing, and underspent funds. E1 responded to comments ahead of the October 2024 DSMAG meeting.

2023 DSM Annual Progress Report, 2023 DSM Evaluation Reports, 2023 Savings Verification Report

AI summary The document outlines the 2023 DSM Annual Progress Report, Evaluation Reports, and Savings Verification Report, part of a Nova Scotia regulatory proceeding. These reports assess progress, evaluate programs, and verify energy savings under demand-side management initiatives.

Reply to Stakeholder Comments M11630 October 24, 2024 provided in Table 1 below. M11630 / 2023 DSM Annual Progress Report, 2023 DSM Evaluation Reports, 2023 Savings Verification Report // EfficiencyOne Reply to Stakeholder Comments

AI summary The document, part of a regulatory proceeding under matter M11630, references EfficiencyOne's reply to stakeholder comments regarding the 2023 DSM Annual Progress Report, Evaluation Reports, and Savings Verification Report. It is dated October 24, 2024, and involves the NSUARB, DSMAG, SBA, and CA.

1 Table 1: DSMAG Member Comments and E1 Response

AI summary Table 1 summarizes DSMAG member comments and EfficiencyOne's (E1) responses regarding demand-side management programs. Key stakeholders include the Nova Scotia Utility and Review Board (NSUARB), Small Business Advocate (SBA), and Consumer Advocate (CA), highlighting stakeholder input on regulatory proposals and efficiency initiatives.

Strategic Energy Management (SEM) - SVR-5: Footnote to Recommendation: The Efficiency Nova Scotia Evaluation Manager notes that SEM does have pre and post measurements for all projects. Recommendation SVR-5 is for the Evaluator to clearly...

AI summary The document discusses recommendations for improving the Strategic Energy Management (SEM) program. EfficiencyOne (E1) agrees to incorporate pre/post measurements in evaluation reports (SVR-5) and maintains the current net-to-gross ratio (NTGR) of 1.00 for SEM (SVR-6), pending significant changes. Progress is ongoing, with completion expected by Q1 2025.

DSMAG Member Comments E1 Response Small Business Energy Solutions (SBES): SVR-7: Shifts in program delivery and promotion away from account manager interactions and the subsequent decline in Audit-path project numbers are negatively impact...

AI summary E1 responds to DSMAG member comments regarding the Small Business Energy Solutions (SBES) program. E1 disagrees with SVR-7, citing a 150% increase in audit projects in 2023 due to internal process improvements. E1 agrees with SVR-8, planning a non-participant spillover survey in 2024. The SBA commends E1's efforts to improve program efficiency and looks forward to reviewing the 2026-2030 Plan.

M11630 / 2023 DSM Annual Progress Report, 2023 DSM Evaluation Reports, 2023 Savings Verification Report // EfficiencyOne Reply to Stakeholder Comments DSMAG Member Comments E1 Response Green Energy Economics Group and Resource Insight, Inc...

AI summary The document outlines EfficiencyOne's response to stakeholder comments on the 2023 DSM Annual Progress Report, Evaluation Reports, and Savings Verification Report. It includes input from the DSM Advisory Group and a consultant to the Consumer Advocate.

M11630 / 2023 DSM Annual Progress Report, 2023 DSM Evaluation Reports, 2023 Savings Verification Report // EfficiencyOne Reply to Stakeholder Comments DSMAG Member Comments E1 Response 3. Is the existing project pipeline based on the highe...

AI summary EfficiencyOne (E1) responds to a DSM Advisory Group (DSMAG) member's question about whether the existing project pipeline can meet or exceed program goals based on higher-than-anticipated demand projections. E1 indicates that it expects to meet its mid-course adjusted targets for Affordable Single-family Homes in 2024.

1 CLOSING - 2 E1 wishes to thank the DSMAG members for providing written comments on the 2023 DSM APR, - 3 2023 DSM Evaluation Reports, and 2023 Savings Verification Report and for the opportunity to - 4 respond to these comments. DATE: Oc...

AI summary E1 expresses gratitude to the DSMAG for their written comments on the 2023 DSM APR, 2023 DSM Evaluation Reports, and 2023 Savings Verification Report, as well as for the opportunity to respond to these comments.