Topic/Matter Intersection

Topic:"Demand Side Management" in M12241

Matter: EfficiencyOne - 2024 Audited Financial Statements - December 31, 2024
23 passages 4 documents

Demand Side Management across all matters →

E-1Financial Statements - Redacted 18 passages
1. NATURE OF OPERATIONS p. p. 2
1. NATURE OF OPERATIONS EfficiencyOne ("the Corporation") was incorporated in July 2014 under the Canada Not-for-profit Corporations Act. Under Section 79C of the Public Utilities Act, the Corporation, as the franchise holder, has the excl...

AI summary EfficiencyOne, a not-for-profit corporation incorporated under the Canada Not-for-profit Corporations Act, holds exclusive rights under the Public Utilities Act to provide demand-side management to Nova Scotia Power Inc. It manages endowment funds in trust for the Federation of Canadian Municipalities and Nova Scotia, with investment income attributable to contributors, resulting in no income tax provisions.

Fund accounting p. p. 2
Fund accounting a) The Demand-Side Management ("DSM") Fund is used to account for the operations of the Corporation including the fee-for-service revenues received and expenses incurred for the delivery of DSM programs and services. The Su...

AI summary The document outlines three funds managed by the Corporation: the DSM Fund (linked to NS Power via the EECA agreement approved by NSUARB), the PNS Fund (operating under provincial contracts), and the Other Business Fund (for non-DSM/PNS activities). All funds restrict cash and interest income to operational use only.

Efficiency Nova Scotia Revenue p. p. 2
Efficiency Nova Scotia Revenue Effective January 1, 2023, the Corporation entered into a three-year supply agreement with NS Power to provide demand-side management. The agreement provided funding of $173,000 over three years in monthly in...

AI summary Efficiency Nova Scotia entered into a three-year supply agreement with NS Power starting January 1, 2023, providing demand-side management services. The agreement includes a total funding of $173,000 over three years, with $57,500 in fee-for-service revenue recorded in 2024.

11. COMMITMENTS p. p. 2
11. COMMITMENTS a) In the course of business, the Corporation approves customer applications that offer future incentive payments based on the completion of program criteria within a specific time frame. The value of these commitments is e...

AI summary The Corporation approves customer applications with future incentive payments tied to meeting program criteria. Estimated commitments total $111,339 (as of December 31, 2024), with shares allocated to the DSM Fund ($18,049), PNS Fund ($63,895), and Other Business Fund ($29,394).

13. COST ALLOCATION METHODOLOGY p. p. 2
13. COST ALLOCATION METHODOLOGY l loc A at or Ex p en b j t se s s u ec l loc ion A to at d A S D M Fu n l loc io at n inc d A ia l Pr Fu ov n l loc io at n he ine Ot Bu r s ss d l loc ion Fu A at n iza ion Am t t or F T E $ 3 4 6 $ 2 1 3...

AI summary The document outlines the cost allocation methodology, detailing how various costs are distributed across different funds, including the DSM Fund, PNS Fund, and Other Business Fund. The Corporation engages in demand-side management and energy efficiency programs, as well as other business activities.

Section 74 p. p. 2
The costs reported in the Consolidated Statement of Operations, include direct costs of the programs which are comprised of, but not limited to, customer payments, program support costs, and other program and administrative costs directly...

AI summary The text discusses the costs incurred by the Corporation in 2024 related to various programs, including DSM, PNS, and Other Business, with a breakdown of direct and non-direct costs. Non-direct costs are allocated using the ENSC Cost Allocation Methodology Report and reviewed by the NSUARB.

Section 75 p. p. 2
Cost EfficiencyOne Statement of Operations & Changes in Fund Balance - Details by General Ledger Account - Demand-Side Management (DSM) Fund For the Year Ended December 31, 2024 In Thousands

AI summary The document presents EfficiencyOne's financial details for the Demand-Side Management (DSM) Fund in 2024, including operations and changes in fund balance by general ledger account. It is part of a Nova Scotia regulatory proceeding related to cost allocation methodology.

Section 76 p. p. 2
GL Account GL Account Description Financial Statement Grouping GL Balance 4000 DSM Revenue Revenue 64,859 4140 Recognition/(Deferral) of Revenue Revenue - 4500 Interest - Business Investment Account Revenue 885 Subtotal - Revenue 65,744 50...

AI summary The document details a financial breakdown of the Cost Allocation Methodology (CAM), including DSM revenue, incentive programs, evaluation costs, program support, amortization, IT expenses, and marketing. It categorizes GL accounts with balances related to revenue, incentives, and operational costs under Nova Scotia's utility regulatory framework.

Section 77 p. p. 2
(9) Subtotal - Information Technology 763 - 763 6230 Advertising & Marketing Marketing, outreach, education and research 797 612 185 5150 Homeshow/Tradeshow Marketing, outreach, education and research 26 - 26 6080 Research Marketing, outre...

AI summary The text outlines various expenses related to marketing, outreach, and education under the Information Technology category, including advertising, research, community outreach, and social media management. It also mentions the Direct Expense of DSM Fund Allocation Methodology.

EfficiencyOne Statement of Operations & Changes in Fund Balance - Details by General Ledger Account - Demand-Side Management (DSM) Fund For the Year Ended December 31, 2024 p. p. 2
EfficiencyOne Statement of Operations & Changes in Fund Balance - Details by General Ledger Account - Demand-Side Management (DSM) Fund For the Year Ended December 31, 2024 In Thousands GL Account GL Account Description Financial Statement...

AI summary The document provides a detailed breakdown of the EfficiencyOne DSM Fund's operations and changes in fund balance for the year ended December 31, 2024, including expenses related to salaries, training, and other costs.

Section 81 p. p. 2
Statement of Financial Position - Details by General Ledger Account - Demand-Side Management (DSM) Fund As at December 31, 2024

AI summary This document presents the Statement of Financial Position for the Demand-Side Management (DSM) Fund as of December 31, 2024, detailing financial information by general ledger account.

In Thousands p. p. 2
In Thousands GL Account GL Account Description Financial Statement Grouping GL Balance Assets 1070 BMO - DSM Account Cash 7,024 1095 TD - DSM Financing Cash - Subtotal - Cash 7,024 1100 Accounts Receivable Accounts receivable 175 1120 Othe...

AI summary The document presents a financial summary of EfficiencyOne, including cash balances, accounts receivable, and capital assets. Key entries include balances related to the BMO - DSM Account, TD - DSM Financing, and receivables from Nova Scotia Power and HCi3. The total assets amount to $9,965,000.

Non-Profit Organization (NPO) Information Return p. p. 22
Non-Profit Organization (NPO) Information Return organizations described in p chambers of commerce) paragraph 149(1)(e) of the e Act (agricultural organizations, boards of trade or Total habilities (aud illies 117 al 200,7 10,20 1 Part 4 –...

AI summary The document outlines the Non-Profit Organization (NPO) Information Return, focusing on remuneration details and organizational activities. The corporation manages demand-side management and energy efficiency programs in Nova Scotia and operates outside Canada.

1. NATURE OF OPERATIONS p. p. 22
1. NATURE OF OPERATIONS EfficiencyOne ("the Corporation") was incorporated in July 2014 under the Canada Not-for-profit Corporations Act. Under Section 79C of the Public Utilities Act, the Corporation, as the franchise holder, has the excl...

AI summary EfficiencyOne, a not-for-profit incorporated under the Canada Not-for-profit Corporations Act, holds exclusive rights to provide demand-side management (DSM) to NS Power under the Public Utilities Act. Tax-exempt under the Income Tax Act, it manages funds for DSM, Provincial, and Other Business operations, with HCi3 as a subsidiary. Revenue is accounted for via fund-specific restrictions, and investment income is allocated per external restrictions.

General Index of Financial Information Notes to the financial statements p. p. 22
General Index of Financial Information Notes to the financial statements Statement of Financial Position date are reflected as short-term investments. 2. SIGNIFICANT ACCOUNTING POLICIES (continued) Capital assets Capital assets are initial...

AI summary The document outlines financial policies, including the use of a Cost Allocation Methodology (CAM) for expense allocation, and details revenue agreements with NS Power and the Province of Nova Scotia. Key agreements include a three-year demand-side management contract with NS Power and multi-year provincial programs with specified funding amounts and terms.

General Index of Financial Information p. p. 22
General Index of Financial Information Notes to the financial statements projects to mitigate climate impacts. Loans receivable are funded by endowments from FCM and the Province of Nova Scotia. During the year, HCi3 issued a loan receivab...

AI summary The document outlines financial details including a loan receivable issued by HCi3, capital assets, bank indebtedness, deferred revenue, contingencies, and commitments. It highlights financing arrangements for BNI customers and estimated program commitments. Key financial figures and liabilities are discussed.

14 p. p. 22
14 13. CODI MILLOCMITON MILLIODO 7001 Allocator Expenses s subject to Allocation n DSM Fund Allocation Provincial Fund Allocation Other Business Fu nd Allocation Amortization FTE $ 346 $ 213 $ 1 33 $ - Incentives Direct 1,473 388 883 202 I...

AI summary The text presents a table of financial allocations and expenses related to energy efficiency and conservation programs, including the DSM Fund, Provincial Fund, and Other Business Fund. It also includes an index of financial information notes and a reference to EfficiencyOne, a corporation involved in these programs.

Preamble p. p. 22
The costs reported in the Consolidated Statement of Operations, include direct costs of the programs which are comprised of, but not limited to, customer payments, program support costs, and other program and administrative costs directly...

AI summary The document outlines the direct and non-direct costs incurred by the Corporation in 2024 for various programs, including DSM, PNS, and Other Business. Direct costs include customer payments and program support, while non-direct costs include salaries and overhead. These costs are allocated based on FTE and direct costs, with the allocation methodology subject to review by the NSUARB.

E-2E1 (NSEB) RIR 1 to 6 3 passages
M12241 p. pp. 0-5
M12241 EfficiencyOne Responses to Information Requests (RIRs) E1 (NSEB) RIRs 01-06 FILED July 16, 2025 Request IR-01: The program support expenses for the DSM fund have increased significantly, by approximately 600% or $2.6 million. Please...

AI summary EfficiencyOne (E1) attributes a 600% increase in DSM program support expenses to higher regulatory costs, legislative changes (Bill 228), and expanded mandates like strategic electrification. The 2023-2025 DSM Plan's cost estimates were exceeded due to unforeseen expenses from stakeholder counsel, new frameworks, and extended planning horizons.

1 Request IR-05: p. p. 5
1 Request IR-05: 2 3 Please provide a comprehensive breakdown of the estimated $18 million in future 4 commitments related to the DSM Fund and its associated programs, as outlined in Note 11 of 5 the financial statements. 6 7 Response IR-0...

AI summary The request seeks a detailed breakdown of the estimated $18 million in future commitments related to the DSM Fund and its associated programs, as outlined in Note 11 of the financial statements. The response directs to a table for this information.

12 Table 1: DSM Commitments by Program (in millions) p. pp. 5-6
12 Table 1: DSM Commitments by Program (in millions) Residential Programs ($ million) Home Energy Assessment 1.5 Mi'kmaw Home Energy Efficiency Project 0.5 Affordable Multi-Family Housing 0.9 Low Income Homeowner Service (Affordable Single...

AI summary Table 1 outlines DSM commitments by program in millions of dollars. A request was made regarding the allocation of increased salaries and benefits expenses from the Provincial Fund to the DSM Fund, but it was confirmed that no such allocation has occurred. EfficiencyOne allocates expenses directly to specific funds using the Nova Scotia Utility and Review Board-approved Cost Allocation Methodology.

97462Letter EOne re: 2024 Financial Statements 1 passage
efficiencyone.com p. pp. 0-1
efficiencyone.com T +1 902 470 3500 F +1 902 470 3599 April 25, 2025 Nova Scotia Energy Board 3rd Floor, Summit Place 1601 Lower Water Street Halifax, Nova Scotia B3J 3S3 Attention: Crystal Henwood, Clerk of the Board Re: EfficiencyOne Com...

AI summary EfficiencyOne submits 2024 audited financial statements and related documents to the Nova Scotia Energy Board, including DSM Fund details and proactive responses to prior information requests. Attachments cover consolidated financials, tax returns, and specific fund statements.

98195NSBE (E1) IR 1 to 6 1 passage
Request IR-1:
Request IR-1: - The program support expenses for the DSM fund have increased significantly, by approximately - 600% or $2.6 million. Please provide a detailed explanation for this increase. - Request IR-2: - DSM incentive expenses have inc...

AI summary The document contains six requests related to the DSM Fund, including inquiries about increased program support expenses, incentive expenses, website costs, deferred revenue, future commitments, and salary increases for the Provincial Fund. These requests seek detailed explanations and clarifications on financial changes and allocations.

Disclaimer: These summaries were generated by AI from the filings they describe. We take care to make them accurate, but errors are possible - and they aren't advice. Only the filings themselves are the record: if you're relying on something here, confirm it against the source documents or the Nova Scotia Energy Board's own record. Full disclaimer →